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AM Briefing

UN Climate Talks Begin in Brazil

On New York’s gas, Southwest power lines, and a solar bankruptcy

COP30.
Heatmap Illustration/Getty Images

Current conditions: The Philippines is facing yet another deadly cyclone as Super Typhoon Fung-wong makes landfall just days after Typhoon Kalmaegi • Northern Great Lakes states are preparing for as much as six inches of snow • Heavy rainfall is triggering flash floods in Uganda.


THE TOP FIVE

1. UN climate talks officially kick off

The United Nations’ annual climate conference officially started in Belém, Brazil, just a few hours ago. The 30th Conference of the Parties to the UN Framework Convention on Climate Change comes days after the close of the Leaders Summit, which I reported on last week, and takes place against the backdrop of the United States’ withdrawal from the Paris Agreement and a general pullback of worldwide ambitions for decarbonization. It will be the first COP in years to take place without a significant American presence, although more than 100 U.S. officials — including the governor of Wisconsin and the mayor of Phoenix — are traveling to Brazil for the event. But the Trump administration opted against sending a high-level official delegation.

“Somehow the reduction in enthusiasm of the Global North is showing that the Global South is moving,” Corrêa do Lago told reporters in Belém, according to The Guardian. “It is not just this year, it has been moving for years, but it did not have the exposure that it has now.”

2. New York greenlights controversial gas pipeline

New York City Mayor-elect Zohran Mamdani and Governor Kathy Hochul.Andres Kudacki/Getty Images

New York regulators approved an underwater gas pipeline, reversing past decisions and teeing up what could be the first big policy fight between Governor Kathy Hochul and New York City Mayor-elect Zohran Mamdani. The state Department of Environmental Conservation issued what New York Focus described as crucial water permits for the Northeast Supply Enhancement project, a line connecting New York’s outer borough gas network to the fracking fields of Pennsylvania. The agency had previously rejected the project three times. The regulators also announced that the even larger Constitution pipeline between New York and New England would not go ahead. “We need to govern in reality,” Hochul said in a statement. “We are facing war against clean energy from Washington Republicans, including our New York delegation, which is why we have adopted an all-of-the-above approach that includes a continued commitment to renewables and nuclear power to ensure grid reliability and affordability.”

Mamdani stayed mostly mum on climate and energy policy during the campaign, as Heatmap’s Robinson Meyer wrote, though he did propose putting solar panels on school roofs and came out against the pipeline. While Mamdani seems unlikely to back the pipeline Hochul and President Donald Trump have championed, during a mayoral debate he expressed support for the governor’s plan to build a new nuclear plant upstate.

3. Largest renewable developer yet blames bankruptcy on Trump

Late last week, Pine Gate Renewables became the largest clean energy developer yet to declare bankruptcy since Trump and Congress overhauled federal policy to quickly phase out tax credits for wind and solar projects. In its Chapter 11 filings, the North Carolina-based company blamed provisions in Trump’s One Big Beautiful Bill Act that put strict limits on the use of equipment from “foreign entities of concern,” such as China. “During the [Inflation Reduction Act] days, pretty much anyone was willing to lend capital against anyone building projects,” Pol Lezcano, director of energy and renewables at the real estate services and investment firm CBRE, told the Financial Times. “That results in developer pipelines that may or may not be realistic.”

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  • 4. Southwest grid approves nearly $9 billion in transmission projects

    The Southwest Power Pool’s board of directors approved an $8.6 billion slate of 50 transmission projects across the grid system’s 14 states. The improvements are set to help the grid meet what it expects to be doubled demand in the next 10 years. The investments are meant to harden the “backbone” of the grid, which the operator said “is at capacity and forecasted load growth will only exacerbate the existing strain,” Utility Dive reported. The grid operator also warned that “simply adding new generation will not resolve the challenges.”

    5. Shell backs carbon capture pilot project

    Oil giant Shell and the industrial behemoth Mitsubishi agreed to provide up to $17 million to a startup that plans to build a pilot plant capable of pulling both carbon dioxide and water from the atmosphere. The funding would cover the direct air capture startup Avnos’ Project Cedar. The project could remove 3,000 metric tons of carbon from the atmosphere every year, along with 6,000 tons of clean freshwater. “What you’re seeing in Shell and Mitsubishi investing here is the opportunity to grow with us, to sort of come on this commercialization journey with us, to ultimately get to a place where we’re offering highly cost competitive CO2 removal credits in the market,” Will Kain, CEO of Avnos, told E&E News.

    The private capital helps make up for some of the federal funding the Trump administration is expected to cut as part of broad slashes to climate-tech investments. But as Heatmap’s Emily Pontecorvo reported last month from north of the border, Canada is developing into a hot zone of DAC development.

    THE KICKER

    The future of remote sensing will belong to China. At least, that’s what the research suggests. This broad category involves the use of technologies such as lasers, imagery, and hyperspectral imagery, and is key to everything from autonomous driving to climate monitoring. At least 47% of studies in peer-reviewed publications on remote sensing now originate in China, while just 9% come from the United States, according to the New York University paper. That research clout is turning into an economic advantage. China now accounts for the majority of remote sensing patents filed worldwide. “This represents one of the most significant shifts in global technological leadership in recent history,” Debra Laefer, a professor in the NYU Tandon Civil and Urban Engineering program and the lead author, said in a statement.

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    AM Briefing

    Southern Chill

    On nuclear’s NEPA exemption, alumina, and Congolese collapse

    Florida cold.
    Heatmap Illustration/Getty Images

    Current conditions: A bomb cyclone dumped as much as 16 inches of snow on North Carolina, and more snow could come by midweek • Tampa, Florida, is seeing rare flurries, putting embattled citrus crops at risk • Sri Lanka is being inundated by intense thunderstorms as temperatures surge near 90 degrees Fahrenheit.


    THE TOP FIVE

    1. Duke Energy asks customers in the South to turn down power or risk blackouts

    As the bomb cyclone bore down on the Southeastern United States with Arctic chills, Duke Energy sent out messages to its millions of customers in Florida and the Carolinas last night asking households to voluntarily turn down the power between certain hours on Monday to avoid blackouts on the grid. “Frigid temperatures are driving extremely high energy demand,” the utility said in a statement to its ratepayers in Florida. “As Florida continues to experience the coldest air in the state since 2018, Duke Energy is asking all customers to voluntarily reduce their energy use” from 5 a.m. to 9 a.m. EST on Monday. The company issued an identical message to customers in the Carolinas, except the window stretched from 4 a.m. to 10 a.m.

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    Blue
    Climate

    The 3 Big Unknowns About the EPA’s Biggest Climate Science Rollback Ever

    What to watch for when the agency releases its final decision on the greenhouse gas endangerment finding.

    Lee Zeldin.
    Heatmap Illustration/Getty Images

    Any day now, Trump’s Environmental Protection Agency is expected to officially rescind what climate advocates refer to as “the endangerment finding,” its 2009 determination that greenhouse gas emissions threaten Americans’ public health and welfare and therefore require regulation.

    Whether the decision holds up to the inevitable legal challenges and what it all means for climate policy, however, will hinge on the justification the EPA provides for reversing course.

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    Politics

    Trump Administration Restarts Key Permitting Process for Wind Farms

    The Fish and Wildlife Service has lifted its ban on issuing permits for incidental harm to protected eagles while also pursuing enforcement actions — including against operators that reported bird deaths voluntarily.

    A golden eagle and wind turbines.
    Heatmap Illustration/Getty Images

    When Trump first entered office, he banned wind projects from receiving permits that would allow operators to unintentionally hurt or kill a certain number of federally protected eagles, transforming one of his favorite attacks on the industry into a dangerous weapon against clean energy.

    One year later, his administration is publicly distancing itself from the ban while quietly issuing some permits to wind companies and removing references to the policy from government websites. At the same time, however, the federal government is going after wind farm operators for eagle deaths, going so far as to use the permitting backlog it manufactured to intimidate companies trying in good faith to follow the law, with companies murmuring about the risk of potential criminal charges.

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