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On energy inefficiency, global green H2, and New Hampshire’s guerrilla solar

Current conditions: Super Typhoon Bavi is slamming into Guam and the Northern Mariana Islands as the equivalent of a Category 5 hurricane, with sustained wind speeds topping 178 miles per hour • The record-shattering heat dome over the central and eastern United States is easing and shifting westward until mid July • In Europe, however, the heat is continuing, with temperatures hitting 108 degrees Fahrenheit in southern Spain over the weekend.
America’s next nuclear reactor is coming to life via resurrection. For the past two years, Holtec International has been working to bring the single reactor at the decommissioned Palisades nuclear plant in western Michigan back into service. It would be the first time in U.S. history that a permanently shuttered nuclear plant came back online. If successful, a growing list of projects are lining up to follow in Palisades’ footsteps. On Friday, Holtec announced that the Palisades crew had completed “the last of the major projects,” marking a “watershed moment” in the restoration effort. “We’re now focused on safely executing the remaining testing, verification, and operational readiness activities required before startup,” Michael Schultheis, Holtec’s vice president of the plant, said in a statement. “The plant is coming back together, and the professionalism and dedication demonstrated by our workforce continue to move the project forward.”
The news came just days after the U.S. District Court for the Western District of Michigan dismissed a lawsuit challenging the procedure by which the Nuclear Regulatory Commission approved Palisades’ restart. Started under the Biden administration, the revival project was one of the first the Trump administration allowed to move forward after taking office, part of a broader effort by the Department of Energy to spur a resurgence of reactor construction in the U.S.
Last week, the U.S. Court of Appeals for the Ninth Circuit blocked a challenge to California’s rules on emissions from industrial boilers, the latest legal victory for local regulations on planet-heating pollution from buildings. In 2024, the South Coast Air Quality Management District, the air pollution agency in charge of broad swaths of Southern California, set new restrictions on smog-causing nitrogen oxide from industrial boilers, appliances that either burn a fossil fuel such as gas or oil or use electricity to heat up water. The policy — which would slash the equivalent of half the nitrogen oxide produced by every car in Los Angeles combined — is part of the state’s long-standing effort to curb pollution. It’s not the only win for the fight to curb emissions from buildings. Since 2024, federal courts have repeatedly upheld local and state authority to regulate pollution from buildings in New York, Maryland, and Washington, D.C.
On Thursday, meanwhile, the Trump administration proposed a new rule to gut money-saving standards for appliances nationwide. “While the agency portrayed the move as bringing an end to appliance standards writ large, that is not, in fact, what it is doing,” Heatmap’s Emily Pontecorvo wrote last week. “The proposal would update the DOE’s so-called ‘Process Rule,’ which governs how the agency develops standards, adding onerous requirements that will make it much more difficult to make any changes at all.” When I spoke to the American Council for an Energy-Efficient Economy about the changes, the advocacy group told me the proposal would set minimum savings thresholds below which the new rule wouldn’t find federal support. It would also add a mandatory 180-day waiting period between before proposing new appliance standards based on novel testing procedures, require the Energy Department to show deference to industry-established standards, and force regulators to carry out extra analyses and rulemaking processes before enacting new rules.
Senator Angus King, the independent from Maine who caucuses with the Democrats, has urged the Federal Energy Regulatory Commission to reject the proposed utility megamerger between NextEra Energy and Dominion Energy. In a letter last week to the agency, King said the combination of the two giants risked putting too much power in the hands of one company. “The combination would create the largest electric utility in the United States, concentrating an unprecedented mix of merchant generation, rate-based generation, and transmission assets in the hands of a single company with a documented record of using its market position and political resources to suppress competition that threatens its merchant revenues,” King said in the letter, according to Utility Dive. Specifically, he cited NextEra’s lobbying to derail the New England Clean Energy Connect project in 2021, a transmission line to connect the Northeast’s grid to the almost entirely renewable hydroelectric system in Quebec.
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Last week, the Environmental Protection Agency put out new regulatory guidance on the president’s “freedom to fix” agenda, reminding automakers of their “long-standing legal obligation to release the service information, training information, and tools necessary to diagnose and repair vehicles,” even if the driver could use what they learn to tamper with the emissions controls. Meanwhile, on Friday, President Donald Trump announced that he’d pardoned six people “who were persecuted by the Biden administration” and were either in prison or headed there for violating Clean Air Act prohibitions against rigging the vehicles’ emissions control systems. “While I know this sounds ridiculous, it is nevertheless a fact, and part of the Weaponization and Stupidity that our Country had to endure during four long years of Sleepy Joe Biden,” he wrote in a post on his Truth Social platform. “I AM SETTING THEM ALL FREE, RIGHT NOW!”
In non-emitting vehicle news, Rivian is eyeing a better sales year than expected. While the electric automaker previously said it would ship between 62,000 and 67,000 vehicles this year, it told investors on Thursday that it now expects to deliver between 65,000 and 70,000 vehicles, in what TechCrunch called “a small but potentially meaningful bump.” The announcement came the same week BYD crushed Tesla’s deliveries yet again, as I told you in my last newsletter.

Back in March, I told you that Chile’s most right-wing president since the fall of dictator Augusto Pinochet could take the country’s budding green hydrogen business in a different direction. Now President José Antonio Kast is doing just that. Last week, Chile’s state-owned Production Development Corporation, known by its Spanish acronym CORFO, announced plans to refocus the country’s strategy for green hydrogen on domestic use rather than exports, Hydrogen Insight reported.
China, as I have reported for you many times before, is going hard on green hydrogen, especially since the Iran War forced Beijing to ramp up efforts to find alternatives to imported fossil fuels. Here’s yet another data point: China just laid out plans to build the world’s largest green hydrogen plant using solid-oxide electrolyzers, which operate at higher temperatures. The facility will also produce, methanol, which uses hydrogen as a key ingredient. At peak capacity, the facility in rural Gansu province will produce 100,000 metric tons of renewable methanol per year for use in international shipping. Meanwhile, Spain is investing nearly $21 million into grants for hydrogen projects as the country seeks to make use of its booming solar industry. As I wrote last week, the surge in solar panels is creating problems for Spain, since its grid can’t handle all that power during peak daytime hours. Funneling that electricity into electrolyzers to make molecules that can be cleanly burned later may offer a solution.
Last month, I told you about a catchier term for the very small-scale solar panels being legalized to go on windowsills and balconies, opening the door to more apartment dwellers generating a small share of electricity themselves. That term, which I first read in Inside Climate News, is “guerilla solar.” Well, that solar rebel mindset is coming to the “Live Free or Die” state. On Thursday, New Hampshire Governor Kelly Ayotte, a Republican, put out a list of 74 bills she signed into law before Fourth of July weekend. Among them was SB-540, legalizing plug-in solar panels. The law will take effect on July 27, according to PluginSolarUS, an advocacy group.
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A conversation with Emma Uridge of the Kansas Health Institute.
This week’s conversation is with Emma Uridge, analyst with the Kansas Health Institute. Uridge spent copious hours analyzing state and local laws on data center development to best understand how policymakers are responding to the potential environmental public health impacts of large AI infrastructure, including power and water. The report, which came out this week, also goes in depth into those health impacts. I reached out to her to discuss what she sees as must-watch territory for our readers on this emerging policy arena.
Our conversation was lightly edited for clarity.
What is actually being done on policy when it comes to data centers — beyond moratoria of course?
So first I’d like to just talk about the point of moratoria. It’s helpful to talk about how these policies emerge in the first place. One area where moratoria are helpful is when a data center is proposed but the county has no approach for how they’d like to potentially regulate them. That’s temporary, most of the time. It lets local governments conduct research on the various impacts and also negotiate community benefits, ones that can mitigate any potential negative impacts — like Lancaster Pennsylvania, which instituted a community benefit agreement that maximized the potential benefits of development while mitigating what large data centers can do. That agreement looked at capping municipal water use at 20,000 gallons per day and requiring 100% clean energy. It had financial penalties for non-compliance. The company also committed $20 million to their local economic development and clean energy fund. There are ways to negotiate with developers.
We also see amendments to existing zoning. Data center proposals are increasingly popping up in rural areas, many of which are unzoned, so there’s no way a county can negotiate unless there’s a moratorium in place.
Other policy solutions include different performance standards or requiring on-site renewable energy, like what Jefferson County, Missouri, looked at. Also setback requirements, mandatory noise buffers, ending by-right zoning.
Where are local governments getting ideas for regulating data centers?
A lot of the technical information comes from developers. That can in cases be seen as a biased source of information. I wouldn’t say there’s a dedicated group providing assistance to local governments when a project is proposed — which is a similar story to wind industry development, where we have only a handful of consultants who provide technical advice. It can be really helpful to get a multi-disciplinary approach to hearing information. It can be helpful to have the utility commission, public health folks, those in academia, as well as the developer.
As of right now, especially in rural areas, local governments have a hard task of balancing pushback while getting the most accurate, evidence-based, neutral information to make decisions. That balance can be contentious.
What is the federal government doing on data center policy? How is the Trump administration approaching it?
A few things there. In the early days, the drive was for AI expansion and to be competitive with foreign adversaries. Now due to the amount of public pushback in red and blue localities and a more cautious approach.
I’m not seeing a lot of actual policy movement at this time.
I know the EPA is looking at the chemicals used in cooling data centers because when that water is cycled through the system, some of it is discharged into the water system, so they’re looking at the Toxic Substances and Control Act for monitoring that.
How much of an impact does this minimal federal role have on industry behavior?
Y’know, this isn’t specific to data centers. This is true for all kinds of large-scale development: there’s a need to require some sort of federal monitoring and regulation.
That’s where I see an emerging role for public health. At the federal level, there could be policy movement towards requiring some sort of environmental monitoring at data centers to make sure they’re operating responsibility. Looking at specific water use relative to water availability and what happens when there’s a time of severe, persistent drought. With air quality too — we’ve seen areas where the grid isn’t as reliable so their diesel generators are kicking on more and affecting air quality for residents.
We’re just not seeing all of that right now. We need corporate disclosure.
What do you see as the most important public health impacts from data center development?
It varies by localities. The most discussed obviously is water usage. One thing I’d note about my conversations with folks enthusiastic around emerging tech is, there are still questions that need to be asked about the capacity of localities to support a data center. Like a small town in Kansas may only be using 40% of their water for their utility needs. If a data center came online, how much of that water goes to the data center?
One area underexplored within the public health discipline is energy poverty and energy security. The ability of a household to meet the needs of everything energy provides in our lives. It’s known we have an aging electric grid but we’re not talking enough about large-scale blackouts when the grid is not sufficient to support some of these new data centers.
Plus more of the week’s big development fights.
1. Laramie County, Wyoming — Meta is fighting the fine it received in the Cheyenne data center water pollution controversy, and the conflict between the tech giant and the city’s small board of public utilities is continuing to spill out into the public.
2. Niagara County, New York — This county just rejected a solar project’s highway work permits in a show of retaliation against the state’s Office of Renewable Energy Siting.
3. Barron County, Wisconsin — The anti-solar protest is the new campaign stop in deep red Wisconsin.
4. Chesapeake, Virginia — A large battery storage project on the Virginia coastline is on the rocks amidst rampant local opposition.
5. Lewis County, West Virginia — West Virginia is now a key battleground in the fight over transmission, as a line spanning all of West Virginia and Maryland — and cutting through Data Center Alley in Virginia — causes compounding consternation.
The local government of Boulder City, Nevada had previously rejected a proposal for the computing facility, which would draw power from the existing electricity supply.
The U.S. government for the first time approved a data center on federal lands. What the Trump administration is pitching as a demonstration of bureaucratic speed and ambition in the era of artificial intelligence, however, is turning into the same sort of mysterious backroom deal that’s upsetting other communities.
On Monday, the Bureau of Land Management announced that it would allow a large AI data center to be built on a plot of federal land technically within the limits of Boulder City, Nevada. The approval was initially granted as a right-of-way in 2023 for the second phase of a solar project known as Townsite Solar, to be built by a joint venture between Skylar Opportunities LLC, a subsidiary of Houston energy trader Bill Perkins’ investment firm, and renewables developer Arevon. (Ironically, Perkins also just launched an ETF to profit from higher electricity demand.)
Earlier this year, the LLC overseeing the project — itself named Townsite Solar 2 — notified the city that it would change tack and instead construct a large data center on the site. There would be no new power generation installed — rather, the facility would hook up directly to an existing substation. This time, the backlash was immediate and fierce, and led Boulder City’s planning commission to reject the data center within city limits.
Quietly, Townsite Solar 2 had prepared a backup plan: The project would shift to federal land that was already approved to use for the second phase of the solar farm. It wasn’t until early July that the Boulder City government and its residents learned that BLM had given Townsite Solar 2 permission to advance the data center without any new public hearings or comment periods. According to BLM, the data center would be essentially like a solar farm, so it wouldn’t require any new review.
“The BLM concluded that the new proposed action — a data center — is essentially the same,” city government attorney Brittany Walker told the Boulder City council at a July 14 public hearing. “This is a departure from previous precedent and procedure as the BLM essentially sweepingly approved a new land use without following processes in federal law.”
Boulder City is now fighting the federal assessment. Walker claimed at the July 14 hearing they weren’t notified ahead of time that Townsite Solar 2 would be so quickly approved and built on this parcel of federal acreage, a form of government-to-government communication often required under federal land use planning statutes.
Mystery continues to swirl around what BLM did here — and how Townsite Solar 2 got the agency to do it.
Nada Culver, who served as No. 2 at BLM under the Biden administration, told me that BLM had veered from the usual course of business in approving this data center. Consulting local governments before a decision is made “sits at the heart” of the Federal Land Management and Policy Act, which is the primary statute governing BLM’s land use decision-making, she said. Both that law and the National Environmental Policy Act are “supposed to involve the government actually looking at environmental impacts and sharing them. so it’s not responsible or arguably even legal for the BLM to say, ‘We aren’t going to look at those impacts or share them with the public,” she added.
Boulder City officials have said this is the first major data center approval on federal lands, to their knowledge. Culver told me she believed that to be true, and hadn’t heard of such a thing happening before. “This isn’t a niche BLM issue, so to try and say this is just another use when we’re all surrounded with this loud discussion at the national level about data centers is particularly stark.”
Patrick Donnelly of the Center for Biological Diversity told me his organization and the Sierra Club, another legacy conservation group, are planning a separate legal challenge, one they say is intended to stop more such swaps from happening. Donnelly noted that at least two more data center projects — both powered by on-site gas — are poised to start the federal permitting process at any moment, according to the BLM’s online materials.
“This is the first one, and it’s going to set the stage for these things on public lands, and we can’t let this happen,” he told me.
The timing of this fight couldn’t be worse for the Trump White House, as officials try to pivot towards a “feel your pain” message ahead of the 2026 midterm elections. On Thursday, utilities and data center developers joined Trump cabinet officials at the Environmental Protection Agency for a joint event promoting the administration’s Ratepayer Protection Pledge, a voluntary set of industry practices geared toward ensuring the cost of AI infrastructure isn’t borne by those living near it.
With the BLM’s decision to advance the data center on federal land, Boulder City will lose an estimated $2.3 million in annual leasing and taxation revenue that it would’ve received if the project were built on city land, according to the Las Vegas Review-Journal. If the project is built on BLM land, Boulder City officials have said they’ll still be forced to front the cost for water and sewage hookup to the facility, as well as road maintenance.
Townsite Solar 2 told me in an unattributed statement that it wants Boulder City “to receive the greatest possible revenue and contribution benefits from the project, regardless of siting on federally-owned or city-owned land.”
“TS2 wants the project to provide meaningful, measurable benefits for Boulder City residents, local businesses, and the broader community. Our goal is to develop a responsible, sustainable project that Boulder City can be proud of and that can serve as a national model.”
The people I talked to for this story were largely flummoxed at BLM’s determination that the data center would be “essentially like” the solar farm that was approved in 2023. “These are two unrelated projects,” Culver told me. “I find it very hard to see how this would not trigger the need for a new analysis or public engagement.”
BLM’s logic made my head hurt, too. Among other things, the agency said “both proposals will use the exact same location, same acreage, and same perimeter,” and “both are proposals for industrial uses that will operationalize cutting-edge technologies that are predominantly electrical and solid state in nature.” The agency also claimed the data center was just like the solar farm because construction would take approximately the same amount of time, and would involve facilities and changes that “are visually geometric and less than 30 feet in height.”
You could describe a data center this way, but you could also describe any other number of things this way: a grocery store, a factory, a rollercoaster.
When I asked BLM for comment, a spokesperson simply sent me back the text used in the press release announcing Townsite Solar 2’s data center approval. A press representative for Townsite Solar 2 declined to provide details about who handled government affairs for the data center project, except to say that it hadn’t hired any federal lobbyists.
Some of Trump’s loudest critics told me they think this deal happened because Arevon, a joint partner described as a key financier in the project’s application with Boulder City, hired lobbyists with The Bernhardt Group, a government relations firm created last year by former Trump Interior Secretary David Bernhardt. Arevon hired the firm around the same time Townsite Solar 2 initiated the process to use the federal land for the data center, according to federal disclosures.
I have a history with Bernhardt. After leaving the Trump administration in 2021, Bernhardt went on to run the Trumpworld think tank America First Policy Institute and released a tell-all book, You Report to Me, that called for the bureaucracy to stand down against — as he put it to me — “the interests of the executive.” (I interviewed him around the time of its publication, after which he gave me an unsolicited copy of the book that I keep at my bedside as a form of dark humor.)
These days Bernhardt’s firm represents oil interests, including energy companies, mining, and large-scale agricultural interests that use lots of water (think: almonds). But it’s also pitching itself to the AI energy commentariat. In May, the former Interior secretary authored an op-ed in The Washington Examiner calling for rapid investment in U.S. artificial intelligence infrastructure. He then took to right-wing TV network Newsmax to promote the column, arguing that people fighting to stop data centers were just trying to “oppose the president’s vision for energy dominance.”
It would be easy to point at these federal disclosures and online comments and claim this bizarre data center land use swap is the work of a familiar Trump-era boogeyan. Except Arevon was effusive to me in saying that is not what happened here. In a statement, the company said that it’s a passive member of the joint venture, holds less than 25% ownership stake, and has “not directly hired consultants or lobbyists for this project.”
I didn’t get a response from Overwatch, a data center engineering and design firm contracted to help with the project. Overwatch does have a director of government affairs, but their hire was announced months after the application would have been submitted to BLM.
This leaves us sleuths to conclude the likeliest reason this happened is also the most obvious one: Trump just wants data centers on federal lands, and this was a way to make that happen. What happens next will have enormous implications for the future of data center development and federal land use in the United States, especially if more companies facing federal permit stonewalling seek to turn their solar farm permits into permission to build AI infrastructure.