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AM Briefing

Duke Energy Asks for Help Keeping the Lights on in Cold Snap

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.

“Put simply, cold temperatures stress the grid,” my colleague Jeva Lange and Matthew Zeitlin wrote last week. “That’s because cold can affect the performance of electricity generators as well as the distribution and production of natural gas, the most commonly used grid fuel. And the longer the grid has to operate under these difficult conditions, the more fragile it gets.”

2. Energy Department exempts advanced nuclear from federal environmental assessments

The Department of Energy just proposed exempting advanced nuclear reactors from carrying out reviews under the National Environmental Policy Act, marking yet another step the Trump administration is taking to speed up deployment of new atomic power technologies. Past environmental assessments have demonstrated “that any hazardous waste, radioactive waste, or spent nuclear fuel generated by the project can be managed” and “do not significantly affect the quality of the human environment.” The new categorical exclusion takes effect today, but the agency is taking public comments for the next 30 days and said it may revise the policy depending on the testimony it receives.

When Matthew wrote “everyone wants nuclear now” back in 2024, he was referring to the suddenly ubiquitous popularity of a once taboo energy source. But if you read those four words to instead convey a sense of urgency, you’d be accurately describing the state of affairs in 2026 as electricity demand rapidly eclipses incoming supply, as I wrote last week.

3. Canadian company makes a major alumina discovery

A Canadian company developing what it claims is one of the continent’s first major new sources of alumina, the processed version of bauxite needed to make aluminum, is set to move ahead with the project. The privately-owned Canadian Energy Metals said late last week that the $6.3 billion project contains an estimated 6.8 billion metric tons of alumina within a 230-square-mile stretch of the Prairie province of Saskatchewan. Canada ranks among the top global producers of primary aluminum, but its refineries and smelters rely on imports. The discovery the startup confirmed appears to be large enough to represent more than a third of known alumina globally. “We believe it’s very significant,” Christopher Hopkins, the chief executive at CEM, told The Wall Street Journal.

The Trump administration, meanwhile, is taking stock of the value of friends in the fight to find critical minerals outside of China’s control. Trump officials are trying to rally consensus with allies on a pricing mechanism to boost long-term investments in mineral refining and mining. The effort is set to take place this week during meetings with dozens of foreign ministers in Washington. Under Secretary of State for Economic Affairs Jacob Helberg told Bloomberg he expects a lot of “momentum and excitement” toward “agreeing on a price mechanism that we can all coordinate together on in order to ensure price stability for people in the mineral refining and extraction business.”

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4. More than 200 dead in a Congolese coltan mine

More than 200 people were killed last week when the Rubaya coltan mine in eastern Democratic Republic of the Congo collapsed. Rubaya produces roughly 15% of the world’s coltan, a processed metal needed for electric vehicle batteries, pipelines, and gas turbines. The site, which Reuters said is staffed with locals who dig manually for a few dollars per day, has been under the control of the M23 rebel group since 2024. The actual death toll, which hasn’t been updated since its initial count last week, is likely even higher. The disaster offers a grim reminder of the brutal conditions in the mineral supply chains needed for the energy transition.

5. More trouble is brewing for wood-pellet giant Drax

A view of Drax's wood-burning plant in North Yorkshire, England. Christopher Furlong/Getty Images

Things were already looking bad for Drax as the wood pellet energy giant faced mounting scrutiny over its pollution. Last week, I told you that Japan, one of the world’s largest markets burning wood pellets for electricity and heat, was souring on the energy source. Now a senior policy specialist at the company’s flagship biomass power station has spoken out about the accuracy of public statements the company made about where it was sourcing its wood. In theory, biomass energy could be low carbon if it uses wood that would otherwise rot and release the carbon trapped inside. But investigations into Drax previously found that the company was felling old-growth forests in the U.S. and Canada, the types of mature trees that absorb the most carbon through photosynthesis, calling its claims of carbon neutrality into question. Drax insisted that didn’t have even licenses to extract trees from such woodlands at all, meaning the company wasn't harvesting them, but the senior employee said that wasn’t true.

THE KICKER

Past studies of polar bear of Svalbard found that the population declined when sea ice disappeared. But new research in the journal Scientific Reports based on hundreds of specimens of Ursus maritimus, discovered that the physical conditions of the bear population on the Norwegian Arctic island improved despite sea ice losses. Without sea ice, the bears were previously thought to struggle to hunt and grow thinner. But the authors suggested that the Svalbard bears may be recovering as populations of land-based prey that were previously over-hunted by humans, such as reindeer and walrus, returns.

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Spotlight

A Giant Data Center Offers a Permitting Reform Test Case

What would happen to Project Jupiter if the Bipartisan American Affordability and Jobs Act is passed?

Project Jupiter.
Heatmap Illustration/Project Jupiter, Library of Congress

One of the nation’s largest data centers is struggling under permitting woes. So let’s play a game: would the bipartisan permitting bill in Congress make the path easier, or might the federal legislation be irrelevant to large hyperscalers under development today?

Meet Project Jupiter, a mega project in southern New Mexico in Dona Ana County under development by Oracle and OpenAI, with financial backing from SoftBank and political support from the Trump administration for being a part of Stargate, a major Trump administration public-private initiative boosting AI development. Project Jupiter would be one of the largest data centers in the country if completed and currently is expected to run on a microgrid powered by fuel cells converting gas to electricity, which the developers claim will burn much cleaner than a typical off-grid gas turbine power plant.

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The Trump Administration Is Still Messing with Offshore Wind Farms

And more of the week’s top news around project fights.

The United States.
Heatmap Illustration/Getty Images

1. New England (and Maryland) – The Trump administration is still messing with offshore wind farms, even while trying to pass a permitting reform deal. Examining the court filings reveals why they may feel empowered to do it — and I’m not sure how this ends.

  • Last Friday, in a legal case brought by anti-wind activists, the Justice Department submitted a motion in federal court to send the construction and operations plan for Orsted’s Revolution Wind project in New England back to the Interior Department for more analysis. On Wednesday, the DOJ entered a similar motion in another case challenging the construction and operations plan for U.S. Wind’s MarWin project off the coast of Maryland in a lawsuit brought by the state’s coastal community of Ocean City.
  • Trump’s actions led some to question whether the president was sabotaging the deal, and others to claim the media coverage itself was an attempt to kill it. Going further, supporters of the bipartisan bill claimed the DOJ's motions were precisely why the bill should become law, implying it would guard offshore wind farms against this sort of maneuver.
  • However, for the bill’s backers, it’s worth considering why the Trump administration believes it has the legal authority to do this. It’s also time to ask whether the bill would actually protect these wind farms against this tactic.
  • To answer those questions, you have to rewind. On May 1, 2025, the Interior Department withdrew a Biden solicitor’s opinion instructing the agency to “strike a rational balance” between wind power and fishing interests. This revocation document is technically not in effect at the moment; one year later, a federal court ruled the opinion was potentially illegal as a part of a preliminary injunction on five anti-renewables actions requested by solar and wind trade groups. The Trump administration is contesting that ruling, and the administration has filed a notice of appeal.
  • In August, despite that opinion being in doubt, a federal judge granted Trump permission under the Outer Continental Shelf Lands Act to remand the construction and operations plan for the now-defunct Atlantic Shores offshore wind farm in the waters of New Jersey. U.S. District Judge Jia Cobb specifically wrote that Atlantic Shores failed to demonstrate the federal government had limitations under OSCLA on revisiting these plans and that the injunction from the litigation on appeal “did not prohibit all reevaluation of agency action.”
  • In the recent Revolution and MarWin filings, Trump’s Justice Department argues the construction and operations plans should be remanded under OSCLA without being vacated. The DOJ motions include claims that previous decision documents did not adequately explain impacts to commercial fishing and other industries that use OSCLA waters. It’s not clear if the administration will win these motions.
  • The bipartisan permitting bill would bar the Interior Department and other federal agencies from taking “any new action that would revoke, rescind, withdraw, terminate, suspend, amend, or alter a federal authorization or permit in effect on or after September 16, 2026,” or “any other action to interfere with or prevent the construction or operation at full capacity of a project that has secured all necessary federal authorizations and permits.” The restriction exempts cases where “the agency is required to take such action by order of a court.” As I wrote in our lengthy piece explaining the bill, this provision has a damages component that allows companies impacted by violations to pursue financial compensation.
  • Here’s the billion-dollar question I expect we won’t have answered unless the bill language is enacted and then litigated: Would the court order exception apply to rulings that grant these motions? Or would the developers be able to sue for damages?

2. Columbia County, N.Y. – New York’s renewable energy permitting office has rejected an upstate solar farm on farmland as a House Democrat representing the area joined hands with the Trump administration in publicly railing against the project.

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These seven elections could change state energy policy.

Watching voting.
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No matter how well Democrats do in the House and Senate in November, it’s unlikely to mean anything new on climate policy in Washington, D.C., for as long as Donald Trump remains in the White House.

That is not true when it comes to the other elections this year.

Several states are on the verge of a possible Democratic trifecta, meaning unified control of both chambers of the state legislature and the governor’s mansion. It’s a position that could enable such states to either top off existing climate and energy policies passed in the last decade or to make the first real run at climate legislation in recent history.

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