You’re out of free articles.
Log in
To continue reading, log in to your account.
Create a Free Account
To unlock more free articles, please create a free account.
Sign In or Create an Account.
By continuing, you agree to the Terms of Service and acknowledge our Privacy Policy
Welcome to Heatmap
Thank you for registering with Heatmap. Climate change is one of the greatest challenges of our lives, a force reshaping our economy, our politics, and our culture. We hope to be your trusted, friendly, and insightful guide to that transformation. Please enjoy your free articles. You can check your profile here .
subscribe to get Unlimited access
Offer for a Heatmap News Unlimited Access subscription; please note that your subscription will renew automatically unless you cancel prior to renewal. Cancellation takes effect at the end of your current billing period. We will let you know in advance of any price changes. Taxes may apply. Offer terms are subject to change.
Subscribe to get unlimited Access
Hey, you are out of free articles but you are only a few clicks away from full access. Subscribe below and take advantage of our introductory offer.
subscribe to get Unlimited access
Offer for a Heatmap News Unlimited Access subscription; please note that your subscription will renew automatically unless you cancel prior to renewal. Cancellation takes effect at the end of your current billing period. We will let you know in advance of any price changes. Taxes may apply. Offer terms are subject to change.
Create Your Account
Please Enter Your Password
Forgot your password?
Please enter the email address you use for your account so we can send you a link to reset your password:

Why isn’t rooftop solar cheaper in America? In Australia in 2024, a standard rooftop system can cost as little as 90 cents per watt. In the U.S., a similar system might go for $4 per watt. If America could come even close to Australia’s rooftop solar prices, then we would be able to decarbonize the power system much faster than we are now.
Mary Powell has the answers. She is the chief executive officer of Sunrun, a $2.6 billion company that is the country’s largest rooftop solar and battery installer. Sunrun has set up or managed more than 900,000 rooftop systems across the U.S. Powell previously led Green Mountain Power, Vermont’s largest investor-owned power company.
On this week’s episode of Shift Key — a continuation, of sorts, to one of our most popular early episodes — Rob and Jesse talk about how the rooftop solar business works and what’s driving America’s higher costs. Shift Key is hosted by Robinson Meyer, the founding executive editor of Heatmap, and Jesse Jenkins, a professor of energy systems engineering at Princeton University.
Subscribe to “Shift Key” and find this episode on Apple Podcasts, Spotify, Amazon, or wherever you get your podcasts.
You can also add the show’s RSS feed to your podcast app to follow us directly.
Here is an excerpt from our conversation:
Jesse Jenkins: And so, just some stats to start off the conversation. The latest quarterly solar update from the Department of Energy notes that the average cost of a 2 to 10 kilowatt residential rooftop system in the U.S. is roughly $4 per watt, DC, installed. That’s the full installed system costs, not just the modules.
I just looked up solarchoice.net.au, the Australian site that tracks bids and costs in Australia, which has one of the most vibrant rooftop solar industries in the country. There, you can now install a rooftop solar system in Sydney for just under $1 U.S. per watt, which is quite remarkable — you know, dramatically cheaper than it was a few years ago, but also dramatically cheaper than the U.S residential solar market, by a factor of four.
And so obviously, if we could knock the cost of rooftop solar in the U.S. down by another 75%, it would be an incredible value proposition all over the country. So, how do we get there, Mary? What explains why solar in the U.S., rooftop solar, is much more expensive than it is in places like Australia — I should say, it’s not just Australia. It’s also, you know, the U.K. and Germany and Belgium and other places. Why is it so much more expensive here now than it is in these other countries? And how do we drive down the cost of residential solar installations in the U.S. so that we can unlock that potential here, too?
Mary Powell: Yeah, for sure. I mean, that is so exciting when you think about it, Jesse. What gets me so excited when you say that is I think, ‘Oh my gosh, we are selling all across America now with savings against what people are paying for utility power.’ So customers — even at our current costs. So back to your question on how I see the future, just think about how powerful that will be as we continue to innovate and figure out ways to drive down the cost.
Now, that said, the biggest driver of the cost difference is the way the American energy system is built. And not just that, but we have 40,000 AHJs in the United States that each have their own distinct solar process and rules. And in Australia they have fewer than 600.
Robinson Meyer: And those are like cities?
Powell: It’s housing jurisdictions. It’s like — let me give you an example. In DuPage County, Illinois, we have to have a full time employee pull permits all day. Only one permit at a time.
You know, the other big thing in the U.S. is our whole energy system, as we know, it is very much driven by state and regional rules. Like rules of the road, a lot of regulatory differences from one jurisdiction to another, a lot of massive differences from one utility to another. So, you know, interconnection for residential is still costly, time consuming, and is even prohibited in some areas. Interconnection fees for home solar systems from utilities range from $100 to $10,000. So, one of the bright spots is the work that Sunrun was involved in, a lot of players were involved in, and that Secretary Jennifer Granholm is really focused on, which is SolarAPP+. So, that is one way to drive down the cost, Jesse.
Back to the difference: So really, I would say, the biggest difference is bureaucracy. When you talk about Australia and you talk about the U.S., that’s the biggest difference.
This episode of Shift Key is sponsored by…
Watershed's climate data engine helps companies measure and reduce their emissions, turning the data they already have into an audit-ready carbon footprint backed by the latest climate science. Get the sustainability data you need in weeks, not months. Learn more at watershed.com.
FischTank PR uses its decade-plus experience working in the climate tech space to introduce clients to top-tier journalists at the right time, for the right story. We don’t tire-spin — we take action and understand we are hired to get results. To learn more, visit fischtankpr.com.
Music for Shift Key is by Adam Kromelow.
Log in
To continue reading, log in to your account.
Create a Free Account
To unlock more free articles, please create a free account.
The administration told a federal court that it has a “new analytical methodology,” hence the continued delays.
A federal judge ruled in early August that the Trump administration’s freeze on vertical height clearances for wind turbines was likely illegal. More than a month later nearly all of the wind energy projects remain on pause, as federal officials add new red tape that industry representatives say runs afoul of the court’s edict.
Let’s catch-up quickly on the American wind sector’s existential dilemma: the federal government has control over airspace higher than 200 feet from the ground and wind farm turbines essentially always enter that sphere of control. For at least a year and a half, the Trump administration through the Department of Defense and the Federal Aviation Administration has slowly gummed up what industry and former government officials have said was once a rote, benign bureaucratic process for ensuring turbine rotation didn’t interfere with flight patterns or radar at nearby airports.
So, Trump is delaying key approvals even for wind projects on private land, a worst-case scenario for the industry during his presidency. With support from their respective trade groups, many project developers sued and in August won a preliminary injunction against this de-facto national wind energy freeze. The court ruling said federal law laid out clear deadlines for completing these airspace reviews and the administration was willfully missing them.
“[In] light of DoD’s review freeze that started a year ago and still has no end in sight, the wind developers would naturally look to the same deadlines for relief,” U.S. District Judge Karin Immergut wrote, stating the administration’s pause violated the Administrative Procedures Act. Immergut also said the Trump administration potentially violated the law by reviewing projects under a new national security “methodology” that was defined by Congress.
But on Thursday, in its first update to the court since the ruling, the Justice Department laid out how essentially all projects remain at a standstill because they were adopting a new kind of comprehensive review process.
The administration claimed that “as a matter of policy” it had “resumed processing wind energy project applications,” but it only described a single instance where a company had heard from the military about moving forward. In addition, that company as well as all others affected by the freeze would still face a “new analytical methodology” for federal agencies reviewing height clearances for all projects, which appears to fly in the face of the ruling. The Justice Department did not provide any more detail about the methodology in its status update to the court.
Nicole Hughes, executive director of lead plaintiff Renewable Northwest, asserted in an interview Tuesday that the agency isn’t complying with the court order. “It appears to me they’re still stalling,” Hughes told me, adding the federal government’s reluctance to proceed is creating “a pretty high risk” for developers of any new wind projects in the United States. She said if nothing changes in the short term, they’re going to “have to go back to the judge and ask for further clarification as to what it means to comply with this order.”
“The lack of compliance by the administration does put into question the credibility [of the courts] and what pieces hold their feet to the fire? What remedies do we have? There’s never been a time an administration flaunts a judge’s orders the way the administration is.”
The Justice Department status update described a multitude of wind energy projects impacted by the freeze. At least 30 projects apparently already signed deals proposed by the military to mitigate radar impacts and were awaiting a counter-signature from the Department of Defense (which Trump calls the Department of War or DoW). Those previous legal agreements are now at risk of being thrown out, according to the Justice Department filing. The new pathway forward for them apparently is: “DoW will either (i) provide a notice that the project presents an unacceptable risk to national security, (ii) re-engage in negotiations with the developer to attempt to ameliorate any unacceptable risks, or (iii) circulate to the project proponent [a] new model mitigation agreement.”
At least 110 projects were in the middle of discussions with the federal government about mitigating airspace impacts when the injunction came down, according to the DOJ filing, which says none of them have heard from officials since the injunction. “As of this filing, developer re-engagements have yet to begin because such discussions need to be informed by the analytical results. Given the number of projects in this category, DoW has been assessing how to resume review and engagement with the developers.”
The DOJ said another 50 projects awaiting initial meetings with the federal government about airspace risk will begin once the administration “finishes with those” 110 projects that were in the middle of the process. That waiting list will also include another at least 40 projects the Justice Department said received “presumed risk” airspace notices from the federal government.
We’ve seen the Trump administration use extralegal means to delay wind energy before, but never to this extent or after a judge ruled against them. The Interior Department had been freezing wind and solar projects on federal lands under a policy requiring Secretary Doug Burgum sign off on routine approvals, but those typical government processes seem like they’ve resumed after a different federal court ruling enjoining that policy.
American Clean Power, the largest utility-scale solar and wind energy trade group, declined to comment. The Department of Defense did not respond to a request for comment.
CleanCounts is announcing new hourly matching credits, among other “enhancements.”
Renewable energy certificates, or RECS — the credits that companies buy in order to make claims that their operations “run on renewable energy” — are getting more sophisticated.
CleanCounts, a nonprofit that runs one of the biggest registries for RECs in North America, announced on Wednesday that it now has the capability to issue certificates tied to the exact hour the renewable energy was produced, opening the door to more reality-based clean energy claims. For companies that want to match their renewable energy purchases to the hours when their factories and stores are actually consuming power, “that was a critical piece of infrastructure that was missing,” Benjamin Gerber, the CEO of CleanCounts, told me.
The company also announced “additional enhancements” to its registry that will enable a wider range of new REC products, from certificates tied to “pollinator-friendly solar,” to projects owned by indigenous Tribes, to “low-impact hydropower” projects that mitigate harm to fish. Gerber said he thinks having a system to track and verify these benefits will help companies tell a different story about the infrastructure they are building, and in so doing help turn the tide of public support.
Traditionally, a REC represents a megawatt-hour of electricity that has been generated by a renewable energy source such as wind, solar, geothermal, or moving water. The generator records every megawatt-hour it produces with a registry like CleanCounts, which issues certificates; companies then buy these certificates, either in advance under power purchase agreements or after the fact in the spot market. The registry then “retires” the certificates once the REC buyer chooses to “use” it to make a clean energy claim. Registries ensure that nobody is counting the same megawatt-hour more than once.
Today, a lot of corporations simply match their annual energy consumption with certificates. If they anticipate consuming 100 megawatts, they might buy 100 megawatts of solar RECs — even if their factories operate at night — and then claim they “run on 100% renewable energy.” Critics argue these types of claims mislead the public and tip the scales toward the cheapest renewable sources — i.e. solar and wind — rather than those that can generate energy in the off-hours, such as batteries, geothermal, and nuclear. Many clean energy advocates want to see companies move toward making more specific claims about the number of hours they run on renewable energy.
Google got behind this idea several years ago, pledging to match its consumption with clean energy on a 24/7 basis. CleanCounts piloted a method with Google to issue the company hourly RECs, but to do so it had to basically reverse engineer the certificates, embedding data regarding the time the energy was produced after the fact. That made it complicated to true up a company’s energy consumption data with its REC purchases and say, “we covered X number of hours with clean energy.”
Now, CleanCounts will be able to specifically issue a credit for “1 megawatt-hour produced Wednesday, September 16, at 9:00 a.m.,” for example, making it far easier for companies to adopt an hourly matching strategy.
“Instead of breaking it apart, they're basically issuing it as an already granularized tradable certificate,” Alex Piper, the head of policy at EnergyTag, a nonprofit that advocates for hourly matching, told me. “Which is what is new and exciting, and opens the door for more liquid transactions and a broader and more impactful marketplace.”
Hourly matching is not exactly popular in the corporate sustainability world. A lot of companies and sustainability consultants argue that accounting for their energy on an hourly basis will be too complicated, too expensive, and ultimately crater the corporate clean energy market. Corporations are in a showdown with EnergyTag and other proponents of hourly matching to convince the Greenhouse Gas Protocol, a nonprofit that sets standards for corporate carbon accounting, of their case.
The new CleanCounts product solves at least one of those challenges, making hourly clean energy procurement much simpler.
That might also reap benefits in the form of consumer trust. New polling from EnergyTag and YouGov found that Americans tend to agree that companies shouldn’t claim to use solar at night. When asked, “When should a company count as a clean energy user?” 45% of respondents selected “only when their clean energy supply matches the hours they actually use electricity,” while 22% chose “when their clean energy averages out over the year (i.e. daytime solar covering nighttime usage.)” Just under a third of the 1,292 respondents selected “don’t know.”
Even if companies start buying hourly RECs, however, another challenge will be figuring out how to tell their customers, most of whom have no idea what a REC is. For years, companies have simply advertised that they are 100% renewable. What will it take to convince customers that actually, “We use clean energy about half the time we operate” is a more laudable claim?
Current conditions: Severe storms are drenching a broad swath of the Midwest with heavy rain from Des Moines to Fort Wayne • Intense downpours put all 76 of Thailand’s provinces, or changwat, on a five-day flooding alert, ending on Sunday • Tropical Storm Dujuan has strengthened in the Pacific en route to Japan.

The Trump administration has narrowed the federal government’s interpretation of the Endangered Species Act to only consider intentional targeting of protected animals illegal. The move, part of what The New York Times called “a seismic shift” in the application of one of the nation’s bedrock conservation laws, would essentially free energy companies from the need to, for example, invest in infrastructure to keep migratory birds from making deadly landings in ponds of oil and gas slurry. Killing endangered animals “almost always happens incidentally, in the course of economic activity,” the newspaper noted. It’s unclear whether the legal change would also apply to one of the industries President Donald Trump most frequently antagonizes for its accidental killing of birds: the wind industry.
When President Donald Trump announced an energy truce between Ukraine and Russia, he promised that a halt to attacks on pipelines and refineries would lower prices on diesel worldwide, insisting the Iran War wasn’t to blame. But half of Russia’s six top diesel-producing refineries were forced to significantly cut back or completely stop production this month due to damage from Ukrainian drone attacks, according to a Reuters analysis published Wednesday. Russian President Vladimir Putin, meanwhile, is making a $135 billion bet on Arctic oil that OilPrice.com suggested “could save his Ukraine war.”
U.S. energy companies, meanwhile, are storming into a country in America’s backyard that — unlike the Kremlin’s attempt at a blitzkrieg capture of Kyiv’s leaders in 2022 — successfully decapitated a rebellious regime and reasserted Washington’s regional dominance. I’m talking, of course, about Venezuela. Harold Hamm, the oil tycoon behind the U.S. shale boom, told the Heartlander News yesterday that his company had signed a tentative agreement to explore one of the South American nation’s oil fields. New York-based Heeney Capital is eyeing a gold mine in Venezuela, per Reuters. Bloomberg reported that the company is also looking to ship aluminum from Venezuela to the U.S. Exxon Mobil, meanwhile, is “nearing a preliminary deal” to invest in Venezuela oil, according to The Wall Street Journal.
The Federal Reserve raised the benchmark federal interest rate by a quarter point Wednesday. The U.S. central bank’s first rate change since Chairman Kevin Warsh took over in May, and its first rate hike since 2023, will bring the federal funds rate to between 3.75% and 4%. The increase could make raising capital “more difficult” for “capital-intensive renewable and clean energy industries,” my colleague Matthew Zeitlin wrote yesterday.
Sign up to receive Heatmap AM in your inbox every morning:
Lawmakers in the House of Representatives overwhelmingly passed the first major bill to curb the costs of the AI boom with legislation Politico described as “intended to shield Americans from potential energy costs associated with data centers.” The Ratepayer Protection Act passed in a 417 to 3 vote. The bipartisan win hands the GOP a victory ahead of the November election on one of the issues firing up voters the most. The bill would require states to consider a federal standard guaranteeing that large power consumers pay for 100% of the costs of new generation and transmission upgrades, but falls short of a direct mandate.
Meanwhile, the House split along partisan lines for another bill on California’s right to regulate pollution more strictly than the federal government. The chamber voted 216 to 211 to bar California from setting strict new limits on air pollution from ships docked at the state’s ports, marking what The New York Times called “the latest salvo by Republicans against the state’s pioneering environmental policies.” The move comes after Congress last year banned Sacramento from imposing a ban on gasoline-powered vehicles by 2035.
One of the most significant nuclear stock market debuts of the past few years has hit a major hiccup. On Wednesday night, Holtec Nuclear Corporation suspended plans for an initial public offering, citing “market conditions.” Bloomberg and Reuters first reported the postponement, which I confirmed with Holtec last night. “Holtec will continue to evaluate the timing of the offering in the future,” the company told me. With plans to restart a nuclear reactor for the first time in U.S. history in the coming months, Holtec is the only company likely to bring (somewhat) new atomic electricity onto the grid before 2030. The company owns several other decommissioning nuclear plants, where it plans to build its own in-house small modular reactors.
Another major player in the burgeoning nuclear market, meanwhile, hit a major regulatory milestone. Blue Energy, a developer that bills itself as “agnostic” to reactor technologies, is instead focused on building facilities that will initially run on gas and eventually transition to reactors, with GE Vernova Hitachi Nuclear Energy’s BWRX-300 — the closest rival to Holtec’s SMR-300 — centering in those plans at the moment. On Wednesday, Blue Energy submitted its application for a construction permit to the Nuclear Regulatory Commission for its inaugural gas-to-nuclear project in Port of Victoria, Texas. The submission makes Blue Energy one of just five companies so far to ask the NRC for permission to begin building. “This is serious work done by serious people for a serious project,” Blue Energy CEO Jake Jurewicz said in a statement. “This is another huge step towards building the world’s first gas-to-nuclear power plant and proving the Blue Energy approach to build nuclear in the safest, quickest, and most scalable way possible.”
The wine-dark sea is getting more briny. As its temperatures rise faster than the global ocean surface average, the Mediterranean Sea is growing saltier. The upper 100 meters of the sea between Europe and Africa have been about 2 degrees Celsius warmer than their 1950 to 1999 average, according to a study published in Geophysical Research Letters. “For us, what was alarming was the rate at which this is changing and the depths that such significant changes reach,” Elena Terzić, a physical oceanographer at the Ruđer Bošković Institute and lead author of the study, told Bloomberg. “The warming and salinification are statistically significant down to three or four thousand meters, and the speed-up itself reaches down to about 2,500 meters.”