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AM Briefing

Whistleblowers Allege Big Problems With Corporate Carbon Standards-Setter

On Trump’s renewables embargo, Project Vault, and perovskite solar

Pollution.
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Current conditions: Illinois far outpaces every other state for tornadoes so far this year, clocking 80, with Mississippi in a distant second with 43 • Western North Carolina’s Blue Ridge Mountains face high wildfire risk during the day and frost at night • A magnitude 7.4 earthquake off the coast of Honshu, Japan, has raised the risk of a tsunami.

THE TOP FIVE

1. Whistleblowers allege big problems with corporate carbon standards-setter

The nonprofit that sets the standards against which tens of thousands of companies worldwide measure their greenhouse gas emissions is secretive and ideologically tilted toward industry. That’s the conclusion of a new whistleblower report on which Heatmap’s Emily Pontecorvo got her hands yesterday. The problems at the Greenhouse Gas Protocol “are systemic,” and the nonprofit “seems to be moving further away from its commitment to accountability,” the report said. Danny Cullenward, the economist and lawyer focused on scientific integrity in climate science at the University of Pennsylvania’s Kleinman Center for Energy Policy who authored the report, sits on the Protocol’s Independent Standards Board. Due to a restrictive non-disclosure agreement preventing him from talking about what he has witnessed, he instead relied on publicly available information to illustrate the report. “Not only does the nonprofit community not have a voice on the board,” Cullenward wrote, but the absence of those voices “risks politicizing the work of scientist Board members.” Emily added: “While the Protocol’s official decision-making hierarchy deems scientific integrity as its top priority, in practice, scientists are left to defend the science to the business community.” The report follows a years-long process meant to bolster the group’s scientific credibility. “Critics have long faulted the Protocol for allowing companies to look far better on paper than they do to the atmosphere,” Emily explains. But creating standards that are both scientifically robust and feasible to implement is no easy feat.

2. Federal court appears to end Trump’s renewables permitting embargo

The Trump administration’s efforts to paralyze wind and solar permits are once again withering in the cold light of the court room. On Tuesday, U.S. District Judge Denise Casper ordered the end to a series of delays on renewable energy permits, delivering a victory to regional trade groups that had argued the administration was violating the Administrative Procedures Act by holding up approvals. Per Heatmap’s Jael Holzman, the ruling “is a potentially fatal blow” to “key methods the Trump administration has used to stymie federal renewable energy permitting.”

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3. GE Vernova says North America’s leading SMR project is on track for completion in 2030

In the race to build North America’s first small modular reactor, GE Vernova Hitachi Nuclear Energy is in the lead. Work is already underway on the world’s first deployment of the American-Japanese joint venture’s 300-megawatt boiling water reactor, the BWRX-300. The project at Ontario Power Generation’s Darlington plant is 38% done, and it’s on track to produce electricity by 2030, said Roger Martella, GE Vernova’s head of government affairs and policy. The remark, which Heatmap’s Matthew Zeitlin highlighted on X, came one day before the energy giant reports its latest earnings.

Meanwhile, one of Barack Obama’s early moves as president was to halt construction of the Yucca Mountain nuclear waste repository, effectively blocking any plan by the federal government to deal with radioactive spent fuel. Since then, no state has stepped up as an alternative; either way, federal law stipulates that the site in Nevada must be the United States’ first permanent tomb for nuclear waste. But what if nuclear waste wasn’t treated as waste at all? That was the Trump administration’s new pitch earlier this year when it invited states to submit applications to host so-called nuclear innovation campuses, sites where reactors, fuel enrichers, and waste recyclers can all set up shop. It’s a good sell. At least 28 states have so submitted applications, according to Exchange Monitor.

4. The U.S. government’s critical mineral reserve readies first funding

Project Vault, the effort the Trump administration set up to create a critical minerals reserve for U.S. manufacturers to weather Chinese trade restrictions on key metals, will soon close its first funding tranche. The program, announced in February, will combine $2 billion in private funding with a $10 billion loan from the Export-Import Bank of the U.S. The project “was not designed to be a stockpile alone,” John Jovanovic, the head of the Ex-Im Bank, told Reuters. “What it was designed to do was actually solve problems that the market faces … What we want to do is let it be dynamic and let it help try to solve ⁠a bunch of these problems.”

5. A California manufacturer may finally make perovskite solar a thing

The new California factory. Tandem PV

“Perovskites hold a place of honor in the pantheon of much-heralded clean energy breakthroughs that have yet to actually arrive, alongside small modular nuclear reactors and solid-state batteries,” Canary Media reporter Julian Spector wrote yesterday. “In theory, these crystal structures could radically improve solar panels’ capabilities by absorbing wavelengths of light that conventional silicon cells can’t catch. But the stunning advances in R&D specimens have yet to infiltrate the cold, hard world of commercial solar manufacturing.” Until now, at least. On Tuesday, the startup Tandem PV officially opened its new factory in Fremont, California. The company aims to produce large panels of glass treated with a photovoltaic perovskite crystal coating that can increase how efficiently panels convert the sun’s rays into electricity by nearly 40%.

“We’re going to emphasize quality and speed over cost,” Tandem PV CEO Scott Wharton told Matthew last year. “If we do this right, then the theory is, we’ve become the next First Solar — that’s our intention. We want to take back solar leadership from China, which is a bold statement, but I think we’re on the journey.”

THE KICKER

Over the next three nights, an eye-popping 723 million birds are expected to be migrating across the U.S. In Michigan alone, at least 5.3 million birds are likely to fly overhead. “Most of these birds will be in flight while we sleep. They are guided by stars, the magnetic field, and sounds,” a meteorology account called Michigan Storm Chasers wrote on X. “You can help these birds migrate by turning off any unnecessary outdoor lighting, especially between the hours of 11 p.m. and 6 a.m.!”

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Q&A

Why the Wilderness Society Backs a Data Center Moratorium

Talking with Dan Hartinger, the land conservation group’s senior policy director.

The Q&A subject.
Heatmap Illustration

This week’s Q&A is with Dan Hartinger, senior policy director for The Wilderness Society, a prominent land conservation organization in D.C. that this week called for a moratorium on data center development on public land. The public statement was relatively scant on details about the group’s stance, and a decade of reporting on policy in Washington has taught me that its positions are quite influential, especially in more traditional outdoor recreation and conservationist circles that are also often bipartisan. So I reached out and asked if someone could further explain the society’s position, and Dan obliged.

The following chat was lightly edited for clarity.

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Hotspots

Data Center Outrage Catches Up to Renewables Outrage in Michigan

Plus more of the week’s biggest development fights.

The United States.
Heatmap Illustration/Getty Images

1. Central Michigan – I regret to inform you of this back-and-forth between candidates running for Congress and a would-be constituent because it’s a warning sign for the renewable energy sector (and sort of broke my brain).

  • This week brought the first and likely only debate between Rep. Tom Barrett and Sunrise Movement cofounder Will Lawrence, who are locked in a tight contest over the Michigan 7th congressional district. As I’ve written, their race is a must-watch not only for control of the U.S. House but also the political fortunes of the data center sector.
  • The debate contained a remarkable exchange: Moderators played taped remarks from Paula Caltrider, identified as “a local resident” in the city of Mason to ask the candidates a question about data centers. Instead, she offered a comment. “You know, you can’t be a part of this no data center movement without renouncing the large solar farms and dangerous battery storage facilities that power these data centers.” (Quick TL;DR on Caltrider: She’s been quoted in national media coverage of the data center backlash and last year won a legal settlement after allegedly being fired for refusing a vaccine mandate.)
  • Barrett then ran with Caltrider’s baton. “I appreciate Paula linking these together, the stripping away of local control that took place in pursuit of this Green New Deal agenda in Lansing that took away control from communities” – a reference to the state’s primacy law that other Michigan Republican candidates have opposed.
  • Lawrence, whose support for a federal data center moratorium made him a national political test case, did not take the bait, nor did he criticize renewable energy. Instead, this part of the debate became a tit-for-tat about whether the sitting congressman once backed tax breaks for data centers. “He stuck his finger up into the wind, saw which way it was blowing, did a complete 180 on this issue,” Lawrence said. Then Barrett and Lawrence got into a confusing back-and-forth about whether the Inflation Reduction Act was a giveaway to data centers.
  • To the best of my knowledge, this is the first time the Data Center Trojan Horse has reared its ugly head on any kind of prominent debate stage, but it won’t be the last. For example: The Wisconsin gubernatorial debate is Oct. 21, and we’ve warned you about that one.

2. Doña Ana County, New Mexico – I suggest you pay closer attention to the federal permitting fight playing out over Oracle’s Project Jupiter.

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Spotlight

The Data Center Backlash Is Coming for Permitting Reform

The Senate’s compromise bill enters the chat at a moment when federal land and anti-pipeline advocates are already quite activated.

The Capitol and a data center.
Heatmap Illustration/Getty Images

The AI data center backlash is getting louder in D.C. ahead of the midterms – and it’s poised to collide head-on with the new permitting reform deal being negotiated in Congress.

This week, major environmental advocacy organizations are taking large public steps to lean in on the data center fight. The League of Conservation Voters and Natural Resources Defense Council, I’ve been told, are imminently announcing a $250,000 ad buy in the Washington, D.C. market focused entirely on decrying fossil fuel-powered data centers and Trump administration policies to speed up their construction. The Wilderness Society, a prominent land conservation organization, announced it now supports a moratorium against data centers on “public lands” focused on the roughly half billion acres under the Interior Department’s stewardship. And Earthjustice on Thursday did a detailed report claiming that 80% of the data centers under development “bringing their own power” are going to rely on gas generation.

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