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On Beijing’s coal dip, Iran’s environmental ‘catastrophe,’ and Thanksgiving carbon footprint

Current conditions: Winds of up to 30 miles per hour will threaten the balloons at Macy’s iconic Thanksgiving Day parade in New York • Lake-effect snow could cause whiteouts across the Great Lake region • Temperatures are set to soar to nearly 90 degrees Fahrenheit in Queensland and New South Wales, Australia.
China has formed a fusion energy alliance with more than 10 countries to promote open science and encourage collaboration among international researchers to hasten the commercialization of electricity generated from what is effectively an artificial sun. At a launch event on Monday, Beijing unveiled the so-called Hefei Fusion Declaration, whose signatories include France, the United Kingdom, and Germany. “We are about to enter a new stage of burning plasma, which is critical for future fusion engineering,” Song Yuntao, vice president of the Hefei Institutes of Physical Science, said in a government press release.
The first fusion reaction to produce more energy than it took to spark occurred at the Lawrence Livermore National Laboratory in December 2022. Since then, billions of dollars have flowed into fusion energy research and a number of prominent companies have proposed building power plants harnessing the technology. As Heatmap’s Katie Brigham put it, it’s “finally, possibly, almost time for fusion.” But the U.S. risks losing its edge, according to a new report by the Congress-backed Commission on the Scaling of Fusion Energy. “While the United States has long been at the forefront of fusion research, the international competition is intensifying,” the report published last month concluded. “China, in particular, is rapidly advancing its fusion energy capabilities through massive state investments and aggressive technological development, narrowing the window for American leadership.”

China’s emissions remained flat for another quarter in a row, continuing a downward trend that started last year, as I wrote here earlier this month. Backing up that data is new research from Greenpeace East Asia, which found that China approved just under 42 gigawatts of new coal-fired capacity nationwide in the first nine months of 2025. That may sound like a lot, but if the current pace continues, 2025 is on track to be the second-lowest year for approvals since the COVID-19 shock in 2021. It would also be the second consecutive year of decline. “China’s power-sector emissions peak is within reach as early as 2025. Yet maintaining momentum to curb coal approvals remains critical,” Gao Yuhe, Greenpeace East Asia’s Beijing-based project manager, said in a statement. “Clear policy signals to cap coal and boost renewables are essential to accelerate both the power sector and societal emissions peaks.”
In the U.S., meanwhile, the Environmental Protection Agency filed a motion late Monday evening asking the U.S. Court of Appeals for the District of Columbia Circuit to eliminate a Biden-era rule tightening limits on soot. The regulation, E&E News reported, was “predicted to save thousands of lives by tightening the exposure limit to a pollutant tied to a higher risk of strokes, lung cancer and other cardiovascular and respiratory diseases.”
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Since 1980, the Department of the Interior has run National Environmental Policy analyses on every five-year offshore drilling plan. But, as E&E News reported Tuesday, the agency’s Bureau of Ocean Energy Management called that step “discretionary” in its latest proposal. To justify the change, the Trump administration cited two past rulings from the U.S. Court of Appeals for the District of Columbia that rejected challenges to NEPA assessments of five-year plans.
It’s a striking dichotomy with how the administration has dealt with offshore wind, most easily communicated via the meme of Shaquille O’Neal sleeping in one frame and awake with eyes ablaze in the next. Environmental damage from offshore oil and gas drilling? “I sleep,” as the meme goes. Environmental damage from offshore wind turbines? Now that, as I have written in this newsletter, has the Trump administration’s attention.
Iran “no longer has a choice” but to move its capital city as ecological strain on Tehran’s water and land make the metropolis impossible to sustain. In remarks carried on state media Thursday, Iranian President Masoud Pezeshkian said the government had “no option” but to consider an alternative city for the capital. “When we said we must move the capital, we did not even have enough budget,” he said, according to the London-based news service Iran International, which broadcasts in English and Farsi. “If we had, maybe it would have been done. The reality is that we no longer have a choice; it is an obligation.” As the capital sinks by near one foot per year and water supplies shrink, Tehran faces “catastrophe” and “a dark future,” he said. “Protecting the environment is not a joke. Ignoring it means signing our own destruction.”
Tehran wouldn’t be the only major city on the move. Indonesia is designing a new capital in Borneo called Nusantara to replace Jakarta, which is also slowly sinking.
Redwood Materials, the battery recycling startup led by Tesla co-founder JB Straubel, has cut dozens of workers as the company scales back some of its projects to focus on tapping into demand for grid-scale batteries, Bloomberg reported Tuesday. The layoffs took place this month and were spread across the company, amounting to up to 6% of the total workforce. Redwood is now focusing on repurposing old batteries for the grid and extracting critical minerals from scrapped power packs.
Here’s a statistic for the vegetarians to whip out on Thanksgiving: A 16-pound turkey has a carbon footprint as big as the gravy, cranberry sauce, mashed potatoes, rolled biscuits, and apple pie combined, research from Carnegie Mellon University found. Before you go off starting a fight with your truck-driving, meat-loving uncle, the scientists noted that, “compared to all the environmental lifestyle decisions that an American family could make, these are very, very small potatoes.” I wish you all a happy and peaceful Thanksgiving holiday.
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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.
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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.”