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The United States faces significant supply chain vulnerabilities due to heavy reliance on imports for critical minerals, with China dominating the supply of 60% of U.S.-designated critical minerals. To mitigate this, the document proposes a shift toward a circular economy focusing on recycling and secondary recovery. Battery recycling, particularly for electric vehicles, could reduce the demand for mined lithium, nickel, and cobalt by approximately 10%, though currently fewer than 15% of U.S. lithium-ion batteries are recycled. Secondary recovery opportunities include extracting rare earth elements from acid mine drainage (AMD) and phosphogypsum waste from phosphate fertilizer production. Recent federal actions, including a March 2025 executive order and nearly $1 billion in Department of Energy funding, aim to prioritize domestic production, though the author argues for further long-term support for infrastructure and clearer circular economy standards.

The author contends that the Trump administration and EPA Administrator Lee Zeldin are bypassing clean air laws by granting pollution waivers to coal-fired power plants and chemical manufacturers. The document asserts that the administration is distorting Section 112(i)(4) of the Clean Air Act—originally intended for extraordinary national security circumstances—to provide corporate giveaways without scientific review or public input. It highlights that 68 coal-fired power plants have already received two-year exemptions from Mercury and Air Toxics Standards, and that industry groups like the American Chemistry Council are seeking similar exemptions for over 200 chemical facilities.

The document argues that the market price of fossil fuels fails to account for significant 'hidden costs' or externalities occurring during extraction, transport, and combustion. It details the severe health impacts of coal mining, such as black lung and cardiovascular disease, and the environmental degradation caused by mountaintop removal in Appalachia. The paper also examines the risks of oil and gas drilling, including methane leakage, water contamination from fracking, and catastrophic spills. Finally, it quantifies the economic burden of air pollution and global warming emissions, contrasting these with the lower impacts of renewable energy sources.

Between 2000 and 2023, 80% of major U.S. power outages were caused by weather, with a significant increase in frequency during the last decade. Severe weather, winter storms, and tropical cyclones are the primary drivers, with Texas and the Southeast region among the most affected. The document highlights the vulnerability of aging infrastructure and the disproportionate impact on marginalized and medically vulnerable populations, while suggesting grid hardening, microgrids, and emissions reductions as paths toward resilience.

The oil and gas industry is pursuing a "petrochemical boom" to offset losses from the clean energy transition, focusing build-outs in the U.S. Gulf Coast and Appalachian regions. This expansion threatens to lock in fossil fuel demand, increase carbon emissions, and exacerbate environmental racism in low-income and minority communities. Earthjustice is actively fighting these projects, such as the Formosa Plastics complex in Louisiana, through legal challenges and policy advocacy to reduce plastic production and pollution.

The report identifies seven key vulnerabilities—health disparities, poverty, low educational attainment, poor infrastructure, housing insecurity, environmental harm, and lack of political voice—that characterize disenfranchised U.S. communities. It highlights how these factors compound, particularly for 'doubly vulnerable' populations, and argues that historical exploitation has created a legacy of mistrust that can hinder clean energy projects. The document also critiques current environmental justice screening tools for failing to account for cumulative risks and warns that energy transitions can inadvertently create new underserved communities if not managed equitably.

The report examines how 'heirs' property'—land passed down without clear legal titles—contributes to the systemic loss of Black-owned farmland in the US. It highlights that Black farmers lost nearly 90% of their land during the 20th century, with heirs' property acting as a primary driver of involuntary land loss through forced partition sales and limited access to federal funding. The document argues that the USDA and Congress must provide direct grants, streamline farm number establishment, and fund community-based legal services to resolve clouded titles and support BIPOC farmers.

Earthjustice supports the Inflation Reduction Act's unprecedented funding for renewable energy, building electrification, and climate justice for disproportionately affected communities. However, the organization condemns 'atrocious concessions' for the fossil fuel industry, such as mandatory lease offers and carbon capture tax subsidies, which it argues threaten ecosystems in the Gulf Coast, Appalachia, and Alaska.

Earthjustice issued a statement following the U.S. Senate's passage of the Inflation Reduction Act, praising its investments in clean energy and community resilience while criticizing concessions made to the fossil fuel industry.

The Inflation Reduction Act commits $369 billion to energy and climate initiatives to decarbonize the US economy and secure clean energy supply chains. Key measures include tax credits for electric vehicles, residential energy efficiency, and green hydrogen, alongside funding for urban forestry and carbon capture. The legislation targets a reduction in energy costs for households, the revitalization of former fossil fuel communities, and the acceleration of low-carbon industrial production in sectors like steel and cement.

Coal producers in the US and Canada plan to invest $4.8 billion USD in 15 new metallurgical coal mines to produce 38 million tonnes annually for export, primarily to Asia Pacific markets. However, Global Energy Monitor argues these projects face high risks of economic and regulatory stranding. The global steel industry is under pressure to shift from coal-based blast furnace-basic oxygen furnace (BF-BOF) processes to lower-emissions alternatives like electric arc furnaces (EAF) and direct reduced iron (DRI) to meet net-zero targets. Major importers such as China, Japan, South Korea, and India have committed to carbon reduction, while domestic steel production in the US and Canada is already declining or transitioning away from coal. Furthermore, existing reserves in North America are sufficient to sustain current production levels until at least 2032, making new capacity largely unnecessary.

The Union of Concerned Scientists argues that the US can technically achieve a 50% reduction in heat-trapping emissions by 2030 and net-zero by 2050 through widespread electrification and renewables. However, it emphasizes that carbon-only modeling is insufficient; a transformative transition must actively dismantle structural racism and economic inequality by prioritizing marginalized communities, ensuring a fair transition for fossil fuel workers, and shifting power from corporate interests to community governance.

The report analyzes 2019 emissions data for U.S. onshore oil and gas production, finding that emissions are highly concentrated among a small number of producers and basins. It highlights significant variance in emissions intensity across companies and identifies pneumatic controllers and fuel combustion equipment as primary sources of methane and CO2 emissions, respectively. The analysis also notes that official reported data likely underestimate actual emissions due to the omission of high-emitting abnormal process conditions and facilities below reporting thresholds.

The report analyzes the impact of three US federal tax subsidies—the expensing of intangible drilling costs (IDC), percentage depletion, and accelerated amortization of geological and geophysical (G&G) expenses—on the profitability of oil and gas projects from 1998 to 2019. Using a financial model of 2,450 fields, the authors find that these subsidies increased the expected net present value of projects by billions of dollars annually, often exceeding $20 billion in high-price years. The benefits were heavily concentrated in unconventional shale developments in regions such as the Permian Basin and Appalachia, and disproportionately benefited independent firms over integrated ones. While subsidies provided 'super normal' profits during high-price periods (2007-2014) without significantly altering drilling decisions, they were critical for the viability of marginal projects during price drops, such as in 2016 for oil and 2010-2012 for gas in Appalachia.

The testimony argues that US fossil fuel subsidies primarily increase excess profits rather than creating jobs, undermine global climate goals, and contribute to public health crises and environmental inequalities.

Since 1972, Kentucky has used a coal severance tax to support economic development and basic services in coal-dependent counties through the Local Government Economic Assistance Fund (LGEAF) and the Local Government Economic Development Fund (LGEDF). While these funds have provided critical resources for infrastructure and social programs, their effectiveness in achieving broad economic diversification is limited by the lack of a coordinated long-term strategy and a sharp decline in tax revenues as coal production drops. By 2019, coal production in Kentucky had fallen by nearly 80% from its 1990 peak, leading to unpredictable funding and a growing gap between available resources and the needs of a just transition.

The document argues that the US shift away from coal has occurred without adequate planning, leaving workers and communities to face economic upheaval. It proposes a support package including wage replacement, educational benefits, and community infrastructure investments, estimating the cost between $33 billion and $83 billion. The brief identifies 462 'coal counties' and highlights the need for environmental remediation of mine and plant legacies to enable future economic diversification.

This research paper examines the economic viability of the natural gas industry in Pennsylvania, Ohio, and West Virginia, arguing that the region is vulnerable to low prices and a global shift toward low-carbon energy sources.

The report argues that new natural gas developments in Appalachia are high-risk investments due to low domestic prices and the global transition toward low-carbon energy. Analysis of 216 prospective gas fields indicates that average 2020 prices for gas and oil do not support widespread expansion. The authors highlight that deep decarbonization consistent with the Paris Agreement would likely keep gas prices below the $3/Mbtu threshold required for average profitability, potentially rendering new fields and associated petrochemical infrastructure, such as ethane crackers, unprofitable.

The briefing outlines a strategy for the U.S. federal government to support fossil fuel workers facing displacement due to the energy transition and the economic impact of COVID-19. It proposes three immediate federal interventions: employing workers to rehabilitate abandoned coal mines and plug orphan oil and gas wells, expanding funding for existing economic development programs like the POWER Initiative and the EDA ACC program, and utilizing innovative financial mechanisms such as securitization to lower costs for ratepayers and fund community support. For long-term stability, the author advocates for a comprehensive federal energy transition adjustment assistance program modeled after the Department of Labor's Trade Adjustment Assistance, providing retraining, relocation allowances, and wage insurance.