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AM Briefing

Deal to End Government Shutdown Kills USDA Climate Hubs

On Trump's global gas up, a Garden State wind flub, and Colorado coal

Donald Trump.
Heatmap Illustration/Getty Images

Current conditions: From Cleveland to Syracuse, cities on the Great Lakes are bracing for heavy snowfall • Rainfall in Northern California could top 6 inches today • Thousands evacuated in the last few hours in Taiwan as Typhoon Fung-wong makes landfall.

THE TOP FIVE

1. Deal to end government shutdown kills off USDA climate hubs

The bill that would fund the government through the end of the year and end the nation’s longest federal shutdown eliminates support for the Department of Agriculture’s climate hubs. The proposed compromise to reopen the government would slash funding for USDA’s 10 climate hubs, which E&E News described as producing “regional research and data on extreme weather, natural disasters and droughts to help farmers make informed decisions.”

There were, however, some green shoots. A $730 million line item in the military’s budget could go to microgrids, renewables, or nuclear reactors. The bill also contains millions of dollars for the cleanup of so-called forever chemicals, which had stalled under the Trump administration. Still, the damage from the shutdown was severe. As Heatmap reported throughout the record-breaking funding lapse, the administration slashed funding for a backup energy storage system at a children’s hospital, major infrastructure projects in New York City, and droves of grants for clean energy.

2. Trump’s pro-gas policies are upending global fossil fuel forecasts

Gassing up the planet. Montinique Monroe/Getty Images

Call it American exceptionalism. The effects of President Donald Trump’s One Big Beautiful Bill Act and America’s world-leading artificial intelligence development “have meaningfully altered” the International Energy Agency’s forecasts of global fossil fuel usage and emissions, Heatmap’s Matthew Zeitlin wrote this morning. The trajectory of global temperature rise may be, as I have written in this newsletter, so far largely unaffected by the new American administration’s policies. But multiple scenarios outlined in the Paris-based IEA’s 2025 World Energy Outlook predict “gas demand continues growing into the 2030s, due mainly to changes in U.S. policies and lower gas prices.”


That stands in contrast to China, a comparison that was inevitable this week as the world gathers for the United Nations climate summit in Belém, Brazil — the first that Washington is all but ignoring as the Trump administration moves to withdraw the U.S. from the Paris Agreement. As I wrote here yesterday, China's emissions remained flat in the last quarter, extending a streak that began in March 2024.

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  • 3. A giant wind project in New Jersey is getting killed

    Heatmap’s Jael Holzman had a big scoop last night: Yet another offshore wind project on the East Coast is kaput. The lawyers representing the Leading Light Wind offshore project filed a letter on November 7 to the New Jersey Board of Public Utilities informing the regulator it “no longer sees any way to complete construction and wants to pull the plug,” Jael wrote. “The Board is well aware that the offshore wind industry has experienced economic and regulatory conditions that have made the development of new offshore wind projects extremely difficult,” counsel Colleen Foley wrote in the letter, a copy of which Jael got her hands on. The project was meant to be built 35 miles off New Jersey’s coast, and was expected to provide about 2.4 gigawatts of electricity to the power-starved state.

    It’s the latest casualty of Trump’s “total war on wind,” and comes as other projects in Maryland and New England are fighting to retain permits amid the administration’s multi-agency onslaught.

    4. Colorado utility pushes to keep a coal plant open for longer

    Xcel Energy proposed extending the life of its Comanche 2 coal-fired power plant for 12 months past its shutdown date in December. The utility giant, backed by state officials and consumer advocates, told the Colorado Public Utilities Commission on Monday that maintaining power production from the 50-year-old unit was important as the power plant scrambled to maintain enough power generation following the breakdown of the coal plant's third unit. The 335-megawatt Comanche 2 generator in Pueblo is expected to get approval to keep running. “We need it for resource adequacy and reliability, underlining that need for reliability and resource adequacy are central issues,” Robert Kenney, CEO of Xcel Energy’s Colorado subsidiary, told The Colorado Sun. The move comes as Trump’s Department of Energy is ordering coal plants in states such as Michigan to keep operating months past closure deadlines at the cost of millions of dollars per month to ratepayers, as I have previously written.

    Pennsylvania, meanwhile, may be preparing to withdraw from the Regional Greenhouse Gas Initiative, the cap-and-trade market in which much of the Northeast’s biggest states partake. A state budget deal described by Spotlight PA reporter Stephen Caruso on X would remove the commonwealth from the market.

    5. Germany and Spain pledge $100 million to a global adaptation fund

    Germany and Spain vowed to give $100 million to the World Bank’s Climate Investment Funds, a $13 billion multilateral financing pool to help poor countries deal with the effects of climate change. The funding, announced Monday at an event at the U.N.’s Cop30 summit in Brazil, is “an opportunity too large to ignore,” Tariye Gbadegesin, chief executive officer of Climate Investment Funds, said in a statement. While mitigation work has long held priority in international lending, adaptation work to give some relief to the countries that contributed the least to climate change but pay the highest tolls from extreme weather has often received scant support. In his controversial memo calling for a sober, new direction for global funding, billionaire philanthropist Bill Gates called on countries to take adaptation more seriously. For more on what he said, read the rundown Heatmap’s Robinson Meyer wrote.

    THE KICKER

    Right in time for the region’s most iconic season, when even celebrants in farflung parts of this country think of the old Puritan lands during Halloween and Thanksgiving, I bring to you what might be the most New England story ever. A blade broke off a wind turbine near Plymouth, Massachusetts, last week and landed in — get ready for it — a cranberry bog. The roughly 90-foot blade left behind debris, but “no one was hurt, and the turbine automatically shut itself down as designed,” the local fire chief said.

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    AM Briefing

    EV Fee

    On forever chemicals, Indian and Swedish nuclear, and Ford’s battery business

    EV charging.
    Heatmap Illustration/Getty Images

    Current conditions: A raging brushfire in the suburbs north of Los Angeles has forced more than 23,000 Californians to evacuate • The Guayanese capital of Georgetown, newly awash in offshore oil money, is also set to be drenched by thunderstorms through next week • Temperatures in Washington, D.C., are nearing triple digits today.


    THE TOP FIVE

    1. Congress proposes a $130 per year fee on electric vehicles

    A bipartisan budget deal to fund roads, railways, and bridges for the next five years would also slap a $130 per year fee on drivers registering electric vehicles, with a $35 fee for plug-in hybrids. Late Sunday, lawmakers on the House Transportation and Infrastructure Committee released the text of the 1,000-page bill. Roughly a sixth of the way through the legislation is a measure directing the Federal Highway Administration to impose the annual fees on battery-electric and plug-in hybrid vehicles — and to withhold federal funding from any state that fails to comply with the rule. If passed, the fees would take effect at the end of September 2027. The fees — which increase to $150 and $50, respectively, after a decade — are designed to reinforce the Highway Trust Fund, which has traditionally been financed through gasoline taxes. In a statement, Representative Sam Graves, a Missouri Republican and the committee’s chairman, said the legislation “ensures that electric vehicle owners begin paying their fair share for the use of our roads.” But Albert Gore, the executive director of the Zero Emission Transportation Association, called the proposal “simply a punitive tax that would disproportionately impact adopters of electric vehicles, with no meaningful impact on” maintaining the fund. “Drivers of gas-powered vehicles pay approximately $73 to $89 in federal gas tax each year,” Gore said. “The proposed fee would charge an unfair premium on EV drivers, at a time when all Americans are looking for ways to save money.”

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    Green
    NextEra and Dominion merging.
    Heatmap Illustration/Getty Images

    America’s largest renewable developer is swallowing up the utility at the heart of the data center boom.

    NextEra Energy, which also owns the utility Florida Power & Light, announced Monday morning that it had agreed to acquire Dominion Energy, the utility that operates in Virginia and the Carolinas. The deal would create an energy giant valued at around $67 billion. It would also — importantly for Virginia and PJM Interconnection, the 13-state electricity market of which the state is a part — create a battery electric storage giant.

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    Green
    AM Briefing

    A $400 Billion Megamerger

    On Thacker Pass, the Bonneville Power Administration, and Azerbaijan’s offshore wind

    Dominion Energy headquarters.
    Heatmap Illustration/Getty Images

    Current conditions: New York City is bracing for triple-digit heat in some parts of the five boroughs this week • The warm-up along the East Coast could worsen the drought parching the country’s southeastern shores • After Sunday reached 95 degrees Fahrenheit in the war-ravaged Gaza, temperatures in the Palestinian enclave are dropping back into the 80s and 70s all week.


    THE TOP FIVE

    1. The Iran War energy crisis enters a new phase: ‘We are living on borrowed time’

    Assuming world peace is something you find aspirational, here’s the good news: By all accounts, President Donald Trump’s two-day summit in Beijing with Chinese President Xi Jinping went well. Here’s the bad news: The energy crisis triggered by the Iran War is entering a grim new phase. Nearly 80 countries have now instituted emergency measures as the world braces for slow but long-predicted reverberations of the most severe oil shock in modern history. With demand for air conditioning and summer vacations poised to begin in the northern hemisphere’s summer, already-strained global supplies of crude oil, gasoline, diesel, and jet fuel will grow scarcer as the United States and Iran mutually blockade the Strait of Hormuz and halt virtually all tanker shipments from each other’s allies. “We are taking that outcome very seriously,” Paul Diggle, the chief economist at fund manager Aberdeen, told the Financial Times, noting that his team was now considering scenarios where Brent crude shoots up to $180 a barrel from $109 a barrel today. “We are living on borrowed time.”

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    Blue