Daylila

Climate & Energy · Thursday, 20 August 2026

01 · Briefing · what happened

Britain's coldest rented homes belong to its most famous landlords

Climate & Energy 9 min 25 sources

A Guardian investigation found more than 100 homes on King Charles's and Prince William's inherited estates fail the legal minimum energy standard. In the same week California became the first US state to regulate tyre efficiency, a cut that saves drivers money. Both sit at the cheap end of a ledger nobody is claiming, while the loud fights happen at the dear end.

630

royal homes below the 2030 standard

of more than 700 certificates examined

2m tons

carbon cut by tyre rules

California's own projection, per year

$1bn

saved at the pump each year

the same rule, same projection

11 points

how far MPs underestimate support

100 sitting UK members surveyed

At a glance

  • A Guardian investigation found over 100 homes on King Charles's and Prince William's inherited estates rated F or G, below the legal minimum for landlords.
  • Nearly nine in ten homes across the two duchies and Sandringham fall below the EPC C rating landlords will need by 2030.
  • The estates are not short of money: the duchies have paid over 400 million pounds to the royal family since 2018.
  • California approved the first US tyre efficiency rules, projected to cut 2 million tons of carbon a year and save drivers about 1 billion dollars.
  • Meanwhile the political fight sits at the dear end: Essex scrapped its net-zero policies, and Canada's oil sands pushed a carbon capture decision to late 2027.
  • A survey of 100 UK MPs found they underestimate public support for climate policy by 11 percentage points.
  • Cambridgeshire councils spent their 3.5 million pound home-upgrade grant after 245 homes and asked for more money.
  • California could get a third of its long-duration storage target from parked electric cars if one in ten owners took part.

Forces in play

Cheap cuts unclaimed High

Over 100 royal-estate homes sit below the legal minimum energy rating, and fewer than one in twelve had registered an exemption.

Split incentives High

The landlord pays for insulation and the tenant banks the lower bill, so the work keeps not happening.

Expensive-end spending Building

Canada's oil producers are still 18 months from deciding on a multi-billion carbon capture scheme cutting 6 million tonnes.

Political backlash Building

Reform UK scrapped Essex County Council's net-zero policies, claiming savings of nearly 3 million pounds over four years.

Cheap clean supply Easing

New utility solar costs 38 to 78 dollars a megawatt-hour against 48 to 109 for new gas, and global solar just passed 3 terawatts.

In play Duchies of Cornwall and Lancaster — landlords of hundreds of homes rated below the legal minimum California Energy Commission — approved the first US tyre efficiency standards UK government — set the EPC C deadline for rented homes at 2030 Oil Sands Alliance — pushed the Pathways carbon capture decision to late 2027 Cambridgeshire councils — ran out of home-upgrade grant money after 245 homes

How it unfolded

  1. 2020 renting a home below EPC E becomes illegal in England and Wales
  2. Fri 14 Aug Nature study finds 103 European cities lean on carbon removal for leftover emissions
  3. Sat 15 Aug Guardian reveals over 100 royal-estate homes rated F or G
  4. Mon 17 Aug California approves the first US replacement-tyre efficiency rules
  5. 2030 rented homes must reach EPC C, a bar 630 royal properties currently miss

Where this points

Watch whether the government holds the 2030 EPC C deadline for rented homes. It is the one rule that makes the cheapest cuts the duty of whoever owns the building, and the most likely thing to be softened next.

Full briefing

The landlords everyone knows, the homes nobody sees

More than 100 homes on the inherited royal estates of King Charles and Prince William fail the legal minimum energy standard for landlords, a Guardian investigation found [1]. The Guardian sampled lets on the duchies of Lancaster and Cornwall and the Sandringham estate. One in five carried an Energy Performance Certificate rating of F or G [1]. An EPC is a simple efficiency score for a property, A at the top and G at the bottom, meant to signal running costs and emissions [1].

Since 2020 it has been illegal in England and Wales to rent a home rated below E unless the landlord registers an exemption [1]. Fewer than one in 12 of the failing royal properties had one on record [1]. The Duchy of Lancaster had logged exemptions for eight homes, the Duchy of Cornwall four, Sandringham five [1]. Reporters visited some of the worst-rated properties and found black mould and draughty single glazing [1]. Some older tenancies fall outside the rules entirely, and house elderly tenants relying on coal fires or electric heaters [1].

The money is not the constraint. The two duchies are exempt from most business taxes and have paid more than 400 million pounds to the king and his family since 2018 [1]. The Duchy of Cornwall runs profit margins of about 60% and pays over 20 million pounds a year to the monarch’s eldest son [3]. One tenant, in failing health and heating a mostly uninsulated home with coal stoves, put it plainly: “It’s archaic” [3]. The duchy says its portfolio holds many historic buildings in isolated rural and island locations, and that it has a retrofit programme [3]. It says 50 million pounds is planned for the condition and efficiency of existing homes, on top of a previously announced 500 million pound investment [3]. It says it has spent 11 million pounds on home improvements since 2022 [3].

The deadline is moving. The government has said landlords will need to reach EPC C or better by 2030, up from E [2]. The Guardian examined more than 700 domestic certificates across the three estates and found 630 would fail that bar [2]. Ninety-nine per cent of Sandringham’s rentals were D or lower, more than 90% at Lancaster, about 80% at Cornwall [2]. Upgrading could cost up to 10,000 pounds per property, with fines up to 30,000 pounds for each home still let without the work [2]. Nationally, just over half of all rental homes sit below C [2]. The government says the plan could lift up to half a million households out of fuel poverty by 2030 [2].

The cheapest cut in America is a tyre

On Monday the California Energy Commission unanimously approved the first replacement-tyre efficiency standards in the United States [4]. Carmakers fit low-rolling-resistance tyres to hit fuel-economy targets, but replacements are often worse, so cars quietly burn more fuel over their remaining life [4]. Buyers cannot tell. “It is very difficult or impossible for consumers to know how energy efficient their tires are going to be,” said Brian Fadie of the Appliance Standards Awareness Project [4].

The state projects the rule will cut carbon dioxide by 2 million tons a year, which it likens to taking about 400,000 cars off the road [4]. It also projects savings of roughly 1 billion dollars a year at the pump [4]. A “leaf” label will rate tyres so buyers can see what they are getting [4]. The standards phase in from 2029 and tighten in 2033, a longer runway than first proposed after manufacturers asked for time [4]. Snow and competition tyres are exempt; all-weather tyres are excluded for now but will be tracked [4].

That is a cut that pays for itself, and it took a state regulator to claim it, because no single driver could.

Where the argument actually happens

Almost none of the week’s political heat landed near those cuts. Reform UK, which took Essex County Council in May pledging to ditch “net stupid zero”, scrapped the council’s net-zero and greenhouse-gas policies [8]. The administration says that saves nearly 3 million pounds over four years, mostly 2.3 million in staff costs [8]. Liberal Democrat Stephen Robinson argues redundancy payments and lost grant income will eat the saving; the council’s own report does not state severance costs [8].

In Canada, the country’s biggest oil producers are targeting late 2027 for a final decision on the Pathways carbon capture project, Oil Sands Alliance president Kendall Dilling told Reuters [9]. The plan would cut 6 million tonnes by the mid-2030s and a further 10 million by 2045 [9]. Fiscal terms with Alberta and the federal government are expected by mid-November [9]. It is a multi-billion-dollar scheme, and the decision is still more than a year away [9].

In Ukraine, the steelmaker Zaporizhstal now faces EU carbon tariffs and quotas alongside Russian missiles [10]. New EU rules from 1 July cut tariff-free import quotas by nearly half and put a 50% duty on out-of-quota steel [10]. Ukraine’s new quota of about 1 million tonnes is a 60% cut on 2025 volumes, according to the Kyiv consultancy GMK Center [10]. Steel is 15% of Ukraine’s exports and the EU takes around four-fifths of it [10]. A Russian strike on the plant on Tuesday killed seven workers [10].

Cities are quietly betting on the expensive end too. A Nature Climate Change study of 103 European cities aiming at net zero by 2030 found 61.4 million tonnes of leftover emissions, mostly from buildings and transport [11]. Every municipal strategy leans on temporary land-based carbon removal; 40% lean on carbon credits and 32% on permanent removal [11]. The authors rate the maturity of these plans medium-low, and note that quantified estimates cover only 18% of those leftover emissions [11]. The Science Based Targets initiative, the main corporate net-zero standard-setter, updated its rules this month [12]. Large firms in its recognition programme must support carbon removals from 2035, but supply-chain targets are no longer mandatory, which some read as dilution [12].

Why the boring cuts go unclaimed

Three things this week explain the gap.

The first is who pays. A landlord funds the insulation; the tenant banks the lower bill. That split is exactly why the royal estates’ worst homes stayed cold while the estates stayed profitable [1] [3].

The second is that legislators misread the room. A survey of 100 sitting UK MPs, published this week in Communications Sustainability, compared their guesses about public support for four climate policies against national polling [13]. MPs underestimated support by 11 percentage points on average, and still did so when the personal cost was spelled out [13]. They also overestimated how split voters were [13]. MPs who thought support was lower were less willing to speak for a pricing policy [13]. Showing them the real polling helped only a little [13].

The third is delivery. In Cambridgeshire, councils used up their 3.5 million pound Warm Homes grant after helping 245 homes and have written to ask for more [5]. David Brain of Wisbech got solar panels and says his electricity bill is now 2p a day, though he assumed the offer was a scam until it was finished [5]. Trevor Dewey, waiting on a boiler and panels, was told the money had run out [5]. A cut can be cheap and still not happen if nobody can find the door.

Cost itself is not fixed either. A heat pump runs about 10,000 pounds in the UK before grants, against roughly 2,500 for a gas boiler [6]. The same machine costs twice as much in one country as another, because of labour costs, tax and a shortage of installers [6]. Buildings use 40% of Europe’s energy [6]. And a low bill is not the same as affordable energy: households often hold heating and cooling at uncomfortable settings to keep the number down [7].

The under-covered one: the battery in the driveway

California’s grid batteries grew 2,100% between 2019 and 2025 [14]. A new report from GridLab, Kevala and E3 points at a store the state already owns. If one in ten Californian EV owners let their cars feed power back by 2036, they would supply a third of the state’s long-duration storage target [14]. “It won’t take a huge amount of participation to make a meaningful dent in what would otherwise be very expensive grid-scale storage purchases,” said Kevala’s Pete Skala [14].

The wider system keeps moving faster than the argument. Global installed solar passed 3 terawatts, with the third terawatt added in under two years against ten years for the first [17]. Lazard puts new utility-scale solar at 38 to 78 dollars per megawatt-hour, against 48 to 109 for new gas [18]. US solar also outran coal’s monthly share for the first time in May [18]. India’s clean installed capacity reached 331.7 GW against 302.0 GW of fossil, a first, though coal still supplies about 70% of the electricity actually generated [19]. Europe’s wind and solar are on course to beat gas-fired output for the longest run on record this year [15].

The frictions are physical, not ideological. China turned away 360 terawatt-hours of clean power in the first half of 2026, up 49%, because grids ran out of room [16]. Next-generation geothermal could deliver hundreds of gigawatts around the clock, but stands at 4 GW nationwide in the US [20]. A new report argues states need targeted policy for it to scale [20]. In Alabama, at least a dozen proposed data centres would together draw more power than every home in the state [21]. The regulator’s new public-interest test starts on 1 October [21]. Reuters reports that most of Europe’s weather losses are uninsured, so the bill lands on public budgets, with an EU resilience plan due [22].

Two studies fill in the design side. Nature Energy tested a carbon tax and an information campaign across Mexico, South Africa, the US and the UK [23]. The two competed for attention but added up in individual choices, and combining them raised public support more than a tax alone [23]. And a US mapping study using kilometre-resolution emissions data found denser neighbourhoods are consistently associated with lower emissions per person [24]. Local road design was a strong negative predictor of transport emissions [24]. Meanwhile Europe’s heat is lifting demand for cooling and heat pumps while solar module sales sit flat, partly because buyers pulled purchases forward [25].

02 · Lesson · why it matters

Why the cheapest way to cut carbon is the one nobody does

Rank every carbon cut by cost and you get a staircase, and the cheapest steps go unclimbed: nobody who takes them keeps the saving.

How it works

  1. Order every possible carbon cut by what it costs per tonne
  2. The order is a staircase: some steps save money, most cost a little, a few cost a fortune
  3. The cheapest steps are boring and belong to nobody in particular
  4. The dearest steps are visible, contested and easy to argue about
  5. So attention and money flow to the expensive end while the cheap steps stay unclimbed

The twist

The cheapest tonne of carbon is almost never where the biggest emissions are. It stays uncut not because of cost but because of ownership: nobody who could make the saving gets to keep it.

Where you've seen this

Hospital budgets

cheap prevention loses to expensive treatment because prevention has no department to champion it

Road safety

junction redesign saves more lives per pound than new ambulances, and gets a fraction of the attention

Company IT

patching old software beats buying new tools, but nobody gets promoted for patching

Household bills

draught-proofing pays back faster than a new boiler, and almost nobody starts there

The catch

The staircase is a model, not a fact, and it hides who pays for each step. Some dear steps such as cement and steel must be climbed anyway, so cheap-first is a starting order, not a stopping point.

Full lesson

A cold cottage with a rich landlord

Somewhere in Cornwall there is a stone cottage with a coal stove and no insulation. The tenant is unwell and cannot get warm. The landlord is one of the wealthiest estates in Britain, exempt from most business taxes, running profit margins around 60%.

Nothing here is a mystery of engineering. We have known how to insulate a wall for a century. The cheapest way to cut carbon in that house is a few thousand pounds of loft and cavity work. It has not happened.

Meanwhile the national argument is about car targets, oil fields and whether a county council should keep a climate team.

The staircase

Take every possible way to cut carbon, anywhere, and sort them by what each costs per tonne removed. You get a staircase.

The first steps are below the floor. They save money: fixing gas leaks, insulating buildings, replacing wasteful motors, tyres that roll more easily. You spend once and get back more than you spent.

Then a long flat middle. Wind, solar, batteries, heat pumps, better public transport. Each costs a modest amount per tonne, and the amount keeps falling.

Then a wall at the far end. Cement. Steel. Long-haul flight. Pulling carbon back out of the open air. These cost many times more per tonne than anything below them, and there is no cheap version waiting.

The odd thing about this shape is where the argument lands. The sectors people fight hardest over sit at the dear end. The steps that save money sit near the bottom, untaken.

This is not the price of electricity

A grid also has an order. Plants are called in cheapest first, and the last one needed sets the price for everybody. That is about meeting today’s demand, and the ranking clears every half hour.

The staircase here is a different animal. It ranks work you have not built, may never build, and would pay for once. No auction settles it. It is an argument about what to do next, drawn as a picture.

Both put things in order by cost. The consequences are opposite: one sets a price you already pay, the other names work nobody is paying for at all.

The cheapest step has no owner

If a cut saves money, why does it wait?

Usually because the person who could pay is not the person who would save. A landlord buys the insulation; the tenant banks the lower bill. That is not a failure of arithmetic. It is a fact about who holds the wall and who holds the meter.

Then there is visibility. A carbon capture plant has a ribbon, a photograph, a number in a press release. Loft insulation in eleven hundred rented cottages has none of that. It is not a project. It is an errand, repeated.

And a quieter thing. This week a study of a hundred British MPs found they underestimate public support for climate policy by about eleven percentage points, even when the personal cost is spelled out. The cheap step is not only unowned. It is believed to be unpopular by the people who could require it.

Look closely at the rules and you find choices dressed as facts. A landlord in England must spend up to a fixed sum to reach the legal minimum, and no more. Above that ceiling they can register an exemption and keep letting. Some tenancies fall outside the rules entirely, on the basis of when they began. None of that is physics. Somebody drew each line, and each line decides whose winter is cold.

Somebody has to claim it

California just did the thing that makes a bottom step happen. It set a standard for replacement tyres, projected to cut two million tons of carbon a year and save drivers about a billion dollars. No driver could have done that alone, because no driver can tell an efficient tyre from a wasteful one on the shelf.

That is the shape of the answer. Cheap steps are usually claimed by a rule, not a buyer. Where no rule arrives they sit there, cheap and undone.

What the staircase hides

The picture is a model, and models flatter themselves.

It gives one number per step, when the real question is who pays. A cut that looks cheap for a country can be impossible for a household on the wrong side of it.

It also implies an order of business that is not quite honest. Cement and steel will still be there when the easy work is done. Their costs only fall if somebody starts spending now. Leaving the dear steps for last is how they stay dear.

And the cheap steps look cheap partly because so few have been tried at scale. The first thousand lofts are simple. The hundred-thousandth needs installers who do not exist yet.

The bill arrives everywhere

The tenant in the cold cottage. The Californian buying tyres with no label. The Ukrainian steelworker now inside Europe’s carbon rules. The household in Alabama whose bill may end up carrying a data centre. All of them stand on the same staircase, on different steps, and none of them picked the step.

Neither did whoever drew it. A cost curve is an estimate made from a partial view, and every seat on the staircase, including the highest, sees only a slice.

The thing worth carrying is not that cheap comes first. It is the question the picture asks and rarely answers: the saving is real, so who is standing between it and the person who would keep it.

03 · Lab · your turn

Climb the Staircase

Fund carbon cuts in cost order and feel why the cheapest ones stay locked until somebody makes them a rule.

04 · Hope · carry this

The cuts that pay for themselves do not expire. They sit there, still cheap, waiting for someone to claim them, and this week in one state someone finally did.

Across the beats