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AM Briefing

New York Abandons Its Fifth Offshore Wind Solicitation

On microreactor milestones, the Colorado River, and ‘crazy’ Europe

Wind turbines.
Heatmap Illustration/Getty Images

Current conditions: A train of three storms is set to pummel Southern California with flooding rain and up to 9 inches mountain snow • Cyclone Gezani just killed at least four people in Mozambique after leaving close to 60 dead in Madagascar • Temperatures in the southern Indian state of Kerala are on track to eclipse 100 degrees Fahrenheit.


THE TOP FIVE

1. New York abandons its fifth offshore wind solicitation

What a difference two years makes. In April 2024, New York announced plans to open a fifth offshore wind solicitation, this time with a faster timeline and $200 million from the state to support the establishment of a turbine supply chain. Seven months later, at least four developers, including Germany’s RWE and the Danish wind giant Orsted, submitted bids. But as the Trump administration launched a war against offshore wind, developers withdrew their bids. On Friday, Albany formally canceled the auction. In a statement, the state government said the reversal was due to “federal actions disrupting the offshore wind market and instilling significant uncertainty into offshore wind project development.” That doesn’t mean offshore wind is kaput. As I wrote last week, Orsted’s projects are back on track after its most recent court victory against the White House’s stop-work orders. Equinor's Empire Wind, as Heatmap’s Jael Holzman wrote last month, is cruising to completion. If numbers developers shared with Canary Media are to be believed, the few offshore wind turbines already spinning on the East Coast actually churned out power more than half the time during the recent cold snap, reaching capacity factors typically associated with natural gas plants. That would be a big success. But that success may need the political winds to shift before it can be translated into more projects.

2. U.S. natural gas production set to hit new highs in 2026 and 2027

Appalachia, the Permian, and the Haynesville regions are leading the way for increased gas output.EIA

President Donald Trump’s “drill, baby, drill” isn’t moving American oil extractors, whose output is set to contract this year amid a global glut keeping prices low. But production of natural gas is set to hit a record high in 2026, and continue upward next year. The Energy Information Administration’s latest short-term energy outlook expects natural gas production to surge 2% this year to 120.8 billion cubic feet per day, from 118 billion in 2025 — then surge again next year to 122.3 billion cubic feet. Roughly 69% of the increased output is set to come from Appalachia, Louisiana’s Haynesville area, and the Texas Permian regions. Still, a lot of that gas is flowing to liquified natural gas exports, which Heatmap’s Matthew Zeitlin explained could raise prices.

3. Two microreactor startups hit major milestones

The U.S. nuclear industry has yet to prove that microreactors can pencil out without the economies of scale that a big traditional reactor achieves. But two of the leading contenders in the race to commercialize the technology just crossed major milestones. On Friday, Amazon-backed X-energy received a license from the Nuclear Regulatory Commission to begin commercial production of reactor fuel high-assay low-enriched uranium, the rare but potent material that’s enriched up to four times higher than traditional reactor fuel. Due to its higher enrichment levels, HALEU, pronounced HAY-loo, requires facilities rated to the NRC’s Category II levels. While the U.S. has Category I facilities that handle low-enriched uranium and Category III facilities that manage the high-grade stuff made for the military, the country has not had a Category II site in operation. Once completed, the X-energy facility will be the first, in addition to being the first new commercial fuel producer licensed by the NRC in more than half a century.

On Sunday, the U.S. government airlifted a reactor for the first time. The Department of Defense transported one of Valar Atomics’ 5-megawatt microreactors via a C-17 from March Air Reserve Base in California to Hill Air Force Base in Utah. From there, the California-based startup’s reactor will go to the Utah Rafael Energy Lab in Orangeville, Utah, for testing. In a series of posts on X, Isaiah Taylor, Valar’s founder, called the event “a groundbreaking unlock for the American warfighters.” His company’s reactor, he said, “can power 5,000 homes or sustain a brigade-scale” forward operating base.

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  • 4. Colorado River negotiations end without a plan for shoring up water supply

    After years of attempting to sort out new allocations from the dwindling Colorado River, negotiators from states and the federal government disbanded Friday without a plan for supplying the 40 million people who depend on its waters. Upper-basin states Colorado, Utah, Wyoming, and New Mexico have so far resisted cutting water usage when lower-basin states California, Arizona, and Nevada are, as The Guardian put it, “responsible for creating the deficit” between supply and demand. But the lower-basin states said they had already agreed to substantial cuts and wanted the northern states to share in the burden. The disagreement has created an impasse for months; negotiators blew through deadlines in November and January to come up with a solution. Calling for “unprecedented cuts” that he himself described as “unbelievably harsh,” Brad Udall, senior water and climate research scientist at Colorado State University’s Colorado Water Center, said: “Mother Nature is not going to bail us out.”

    In a statement Friday, Secretary of the Interior Doug Burgum described “negotiations efforts” as “productive” and said his agency would step in to provide guidelines to the states by October.

    5. France laments Europe’s ‘crazy’ hydrogen regulations

    Europe’s “regulatory rigidity risks undermining the momentum of the hydrogen economy. That, at least, is the assessment of French President Emmanuel Macron, whose government has pumped tens of billions of euros into the clean-burning fuel and promoted the concept of “pink hydrogen” made with nuclear electricity as the solution that will make energy technology take off. Speaking at what Hydrogen Insight called “a high-level gathering of CEOs and European political leaders,” Macron, who is term-limited in next year’s presidential election, said European rules are “a crazy thing.” Green hydrogen, the version of the fuel made with renewable electricity, remains dogged by high prices that the chief executive of the Spanish oil company Repsol said recently will only come down once electricity rates decrease. The Dutch government, meanwhile, just announced plans to pump 8 billion euros, roughly $9.4 billion, into green hydrogen.

    THE KICKER

    Kazakhstan is bringing back its tigers. The vast Central Asian nation’s tiger reintroduction program achieved record results in reforesting an area across the Ili River Delta and Southern Balkhash region, planting more than 37,000 seedlings and cuttings on an area spanning nearly 24 acres. The government planted roughly 30,000 narrow-leaf oleaster seedlings, 5,000 willow cuttings, and about 2,000 turanga trees, once called a “relic” of the Kazakh desert. Once the forests come back, the government plans to eventually reintroduce tigers, which died out in the 1950s.

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    AM Briefing

    New Fees for Offshore Wind

    On Fervo’s blowout, nuclear investment, and Indian solar

    The Capitol.
    Heatmap Illustration/Getty Images

    Current conditions: The 100-degree Fahrenheit temperatures in Spain won’t drop until Tuesday • Tropical Storm Domeng is barreling toward the Philippines, the country's second major cyclone this month • New satellite images show that Santa Rosa Island, the so-called Galapagos of California, is scarred from the wildfire that torched the landmass earlier this month.


    THE TOP FIVE

    1. House Republicans propose a new attack on offshore wind: steep inspection fees

    The spending bill House Republicans put forward this week for the Department of the Interior comes with yet another blow to the offshore wind industry. The legislation the House Appropriations subcommittee advanced last week would impose a range of fees on offshore wind projects, including $7,300 annual fees for onshore inspection visits and $15,400 for a visual inspection of an individual turbine. Further physical inspections of a turbine or substation would total $72,800. The fees, E&E News reported, “could amount to much more than is paid by offshore oil companies for inspections, given that the language calls for per-turbine inspections and wind farms include many turbines.” In a statement, Timothy Fox, the managing director of ClearView Energy Partners, told the newswire: “This appears as another direct effort to constrain the offshore wind industry. The Trump Administration has already significantly constrained proposed offshore wind projects and may hope the inspection fees undermine the viability of projects already in service.”

    Keep reading...Show less
    Blue
    Adaptation

    Why Renters Have to Fight for Their Right to Air Conditioning

    The Pacific Northwest has become the unlikely vanguard in the movement to protect renters from extreme heat.

    Drawing a line on eighty degrees.
    Heatmap Illustration/Getty Images

    Washington State’s 2026 legislative session ended not with a bang, but with an alarm. On a drizzly mid-March evening before adjourning for the year, lawmakers filed out of the capitol having narrowly averted a special session over a data center tax break bill. “Someone or something” had set off the rotunda’s fire alarm, according to a local news outlet; returning after the brief delay, legislators cast their final vote, approving the state’s $79.4 billion spending plan.

    The alarm was, in many ways, a fitting end to the state’s adrenaline-pumping 60-day short session, which saw 1,669 new bills introduced. Most were DOA due to time and ever-present budget constraints. Among the casualties was HB 2265, a bill to “protect tenants from periods of extreme heat” by extending a landlord’s responsibilities to include adequate cooling in rental units alongside the usual standbys of basic habitability, heat and hot water.

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    Electric Vehicles

    London’s Police Cars Are Going Electric With the Help of AI

    The Metropolitan Police Service signed a deal with BetterFleet to manage the complicated logistics.

    A police car and a lightning bolt.
    Heatmap Illustration/Getty Images

    Police officers can’t be stuck waiting for their black-and-whites to recharge when an emergency call comes in. That urgency makes it especially tricky to transition their fleets away from fossil fuels and the lightning-fast gas fill-ups that get cars back on the road.

    But some cities and departments have begun to make the move, aided by artificial intelligence models to manage their many vehicles and ensure electric cars can do not just the next job, but every job. Around the world, trucking companies, buses, municipal vehicles, and other huge fleets want to go electric to save money on fuel and maintenance, and they’re looking to AI to give them the confidence to take the plunge.

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