Situational awareness: Rep. Alexandria Ocasio-Cortez (AOC) is in talks with documentary filmmaker Rachel Lears about a new project that would chronicle the freshman Democrat's Green New Deal policy movement, per a scoop by Axios' Sara Fischer and Alexi McCammond.
Illustration: Rebecca Zisser/Axios
I'm declaring the (roughly) half-year mark of a new phase in climate politics that began when Democrats won House control and the party's 2020 primary campaign got rolling in earnest.
Why it matters: Democrats are beginning to shape the ideas that could become actual policy if the 2020 elections open a political window, while some Republicans are scrambling to come up with a response.
The big picture: Here are my early political takeaways (Disclaimer: It's not a comprehensive list!) ...
Editor's note: This story was updated to clarify that multiple Democratic candidates support an end to new federal fossil fuel leases.
ICYMI last night, Anadarko Petroleum's board said Occidental Petroleum's revised offer for the company is "superior" to Chevron's bid, a move that gave Chevron 4 days to revise its offer.
Why it matters: It's the latest twist in a high-stakes battle to land the biggest oil megadeal in years — one that will enhance the winner's position in the booming Permian Basin shale fields.
Where it stands: The move follows Occidental's move yesterday to sweeten its offer in a bid to undercut Chevron, its much larger rival. Occidental changed its $76-per-share offer to be 78% cash and 22% stock, compared to the 50-50 split in their prior bid.
The big picture: Late last month, Occidental said its total offer, including debt, was valued in the $57 billion range based on its share price at the time.
A slew of states and electricity companies are committing to aggressive targets to reduce greenhouse gas emissions in a trend underway since President Trump took office, Amy reports.
Why it matters: These actions show that substantive efforts — not just rhetoric — are underway across America in the face of Trump's rollback of climate policy at the federal level.
Between the lines: The actions over the past year signal a subtle, but significant, shift away from policies promoting just renewable energy — like wind and solar — toward those that target emissions reductions no matter the technology.
By the numbers:
Nuclear: Morning Consult writes, "Green New Deal sponsor Alexandria Ocasio-Cortez still has an 'open mind' on nuclear energy and differentiates between the decades-old plants in the United States and more advanced technologies under development."
LNG: "The Oregon Department of Environmental Quality on Monday denied a water quality certification for the proposed Jordan Cove liquefied natural gas (LNG) export terminal and its feeder pipeline, the Pacific Connector pipeline, though the agency left the door open for the company to reapply," The Oregonian reports.
Shale: Per Reuters, "Pioneer Natural Resources Co. beat Wall Street estimates for quarterly profit on Monday, and said it sold its Eagle Ford and remaining assets in South Texas to become a pure-play Permian basin producer."
EVs: Via Bloomberg, "With China bent on dominating the future of electric vehicles, President Donald Trump is likely to erect trade barriers targeting that technology in the form of stiff new tariffs that will have staying power, according to a consultant on the country’s auto market."
A new piece in The Conversation puts some eye-opening numbers behind why it will take so long to wring carbon emissions out of the country's car and truck fleet even though EVs are growing fast.
Why it matters: As many Generate readers no doubt know by now, transportation has surpassed electricity as the largest source of U.S. carbon emissions.
By the numbers: Here's part of the piece by MIT profs David Keith and Christopher Knittel...
What's next: The authors offer several policy ideas — around infrastructure and more — that would go further than current EV purchase tax credits (which are currently capped at 200,000 vehicles per manufacturer).