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AM Briefing

New York Regulators Give Controversial Gas Pipeline the Nod

On California solar, climate tech’s master plan, and Climeworks’ ‘milestone’ deal

A pipeline.
Heatmap Illustration/Getty Images

Current conditions: Tropical Storm Gabrielle is intensifying as it travels northwestward through the Atlantic, and may strengthen into a hurricane near Bermuda over the weekend • A trio of tropical storms — Mitag, Ragasa, and Neoguri — is barreling toward East Asia, threatening to build into typhoons as they approach China, the Philippines, South Korea, and Japan • A magnitude 7.8 earthquake struck off Russia’s Pacific coast, triggering a tsunami advisory.

THE TOP FIVE

1. New York regulator greenlights controversial gas pipeline

All but one member of New York’s Public Service Commission voted Thursday to endorse a plan from the gas utility National Grid that depends on construction of a controversial natural gas pipeline, the Albany Times-Union reported. The state has yet to approve the pipeline plan. In 2019, then-Governor Andrew Cuomo rejected the Northeast Supply Enhancement project, better known as the Williams Pipeline, on the grounds that it threatened too much environmental damage. Soon after, Cuomo shuttered the nuclear power plant that once supplied a significant portion of New York City’s energy, and the offshore wind projects meant to generate much of its carbon-free electricity stalled out. The only major power project to bring clean electricity into the city, the transmission line designed to connect the five boroughs to the hydroelectric system in Quebec, is underway, but at peak capacity will only supply about half of what the Indian Point nuclear station once produced. As a result, the New York City region on the state’s grid system depends on gas and oil for nearly 90% of its electricity.


The decision drew swift blowback from climate groups such as the Natural Resources Defense Council, which called the pipeline a “climate and affordability boondoggle.” The utility’s “own demand forecasts confirm there is no imminent reliability need — capacity is more than sufficient to meet peak demand well into the 2040s, even under unusually cold temperatures,” Chris Casey, the New York utility regulatory director at NRDC, said in a statement. “The Commission’s decision to signal its support for this fracked gas pipeline very likely contradicts state law, is not in the public interest, and will be vigorously challenged.”

2. California Democrat says Interior Department halted solar approvals

Representative Scott Peters, the Democrat who represents part of San Diego, accused the Department of the Interior’s Bureau of Land Management of halting permitting on solar projects in California. At a press conference Thursday to promote a bipartisan proposal he drafted along with the Colorado Republican Representative Gabe Evans to ease federal energy permitting, Peters said he had just been told that the agency would not approve any more panels. “It’s hard to get a deal unless we resolve that,” Peters said, according to a post on X from Politico reporter Joshua Siegel.


The proposal is a framework for a bill, essentially a blueprint of what members of the House Problem Solvers Caucus feel constitute reasonable compromises. For Republicans, the agreement offers fewer bureaucratic roadblocks to all kinds of new infrastructure, including gas pipelines. For Democrats, it charts a path for building more of the transmission lines that are key to adding more renewables to the grid. “It’s a big step to have our caucus, which is a pretty significant number of Republicans and Democrats, sign on to a pretty detailed set of policy principles,” Peters said. But as Heatmap’s Matthew Zeitlin wrote last month, “unless Democrats trust the Trump administration to actually allow renewables projects to go forward, his proposal could be dead on arrival.”

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  • 3. New climate tech coalition forms

    On Thursday, a new coalition that includes Bill Gates’ Breakthrough Energy, consulting giant McKinsey, and Stanford University’s Doerr School of Sustainability launched the Climate Tech Atlas. The proposal maps out ways to decarbonize different sectors of the economy, and lists priorities for innovation. The idea is not to eliminate potential solutions, Heatmap’s Katie Brigham reported in her scoop about the project, but rather “to enable the next generation of innovators, entrepreneurs, researchers, policymakers, and investors to really focus on where we felt there was the largest opportunity for exploration and for innovation to impact our path to net zero through the lens of technology,” according to Cooper Rinzler, a key collaborator on the initiative and a partner at the venture capital firm Breakthrough Energy Ventures.

    4. Microsoft unveils ‘the world’s most powerful AI data center’ in Wisconsin

    Microsoft has announced “the world’s most powerful AI data center” in southeastern Wisconsin. The project, called Fairwater, “is a seamless cluster of hundreds of thousands of NVIDIA GB200s, connected by enough fiber to circle the Earth 4.5 times,” CEO Satya Nadella wrote in a post on X. “It will deliver 10x the performance of the world’s fastest supercomputer today, enabling AI training and inference workloads at a level never before seen.” He said Microsoft would match “all of the energy that is consumed with renewable sources.”

    Why Americans reject data centers: polling results heatmap.news

    That power generation could prove more popular than the data center itself. Just 44% of American voters would support or strongly support a data center being built near them, while 42% would oppose or strongly oppose it, according to a Heatmap Pro poll Matthew covered last week. That mere 2% of net support compares to net support of 34% for a gas plant, 19% for a wind farm, 34% for a solar project, and 11% for batteries.

    5. Climeworks inks largest-ever carbon removal deal with Schneider Electric

    The carbon removal startup Climeworks just signed its largest-ever deal. By 2039, the Switzerland-based company, one of the biggest direct air capture developers in the world, agreed to suck 31,000 tons of CO2 from the atmosphere on behalf of Schneider Electric, the French industrial giant. Schneider said it remains committed to slashing the direct emissions from its operations by 90% in the next 25 years, and that this deal addresses “future neutralization needs while pursuing aggressive emissions reductions, and supporting the scale-up of an industry crucial for achieving net zero.” In a statement, Schneider’s sustainability chief Esther Finidori said that “both carbon removal and carbon reduction are fundamental to achieving our climate goals, as well as those of the planet.” For Climeworks, the deal is a “milestone,” said CEO Christoph Gebald.

    THE KICKER

    The speed of climate change may be throwing the insect world out of whack. But a new study has put offshore oil rigs in the North Sea to work identifying the vital role a migratory insect plays. University of Exeter researchers studied 121 marmalade hoverflies that landed on an oil rig in the Britannia oil field. The rig off the coast of Scotland was far from any vegetation or land, so the pollen found on 92% of hoverflies “shows they can transport pollen over great distances, potentially linking plant populations that are hundreds of kilometers apart,” according to a press release. “By analysing the pollen samples and wind patterns, we estimate that many of the hoverflies had flown from places including the Netherlands, northern Germany and Denmark — over 500 kilometers away,” Toby Doyle, Exeter’s Centre for Ecology and Conservation in Cornwall, said in a statement.

    Editor’s note: This story has been updated to reflect the company behind the Fairwater project.

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    Politics

    The DHS Shutdown Will Starve Local Disaster Response

    A conversation on FEMA, ICE, and why local disaster response still needs federal support with the National Low-Income Housing Coalition’s Noah Patton.

    DHS and FEMA being separated.
    Heatmap Illustration/Getty Images

    Congress left for recess last week without reaching an agreement to fund the Department of Homeland Security, the parent agency of, among other offices, Customs and Border Protection, Immigration and Customs Enforcement, and somewhat incongruously, the Federal Emergency Management Agency. Democrats and Republicans remain leagues apart on their primary sticking point, ending the deadly and inhumane uses of force and detention against U.S. citizens and migrant communities. That also leaves FEMA without money for payroll and non-emergency programs.

    The situation at the disaster response agency was already precarious — the office has had three acting administrators in less than a year; cut thousands of staff with another 10,000 on the chopping block; and has blocked and delayed funding to its local partners, including pausing the issuance of its Emergency Management Performance Grants, which are used for staffing, training, and equipping state-, city-, and tribal-level teams, pending updated population statistics post deportations.

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    AM Briefing

    Energy Policy en Français

    On Georgia’s utility regulator, copper prices, and greening Mardi Gras

    Chris Wright.
    Heatmap Illustration/Getty Images

    Current conditions: Multiple wildfires are raging on Oklahoma’s panhandle border with Texas • New York City and its suburbs are under a weather advisory over dense fog this morning • Ahmedabad, the largest city in the northwest Indian state of Gujarat, is facing temperatures as much as 4 degrees Celsius higher than historical averages this week.

    THE TOP FIVE

    1. New bipartisan bill aims to clear nuclear’s biggest remaining bottleneck

    The United States could still withdraw from the International Energy Agency if the Paris-based watchdog, considered one of the leading sources of global data and forecasts on energy demand, continues to promote and plan for “ridiculous” net-zero scenarios by 2050. That’s what Secretary of Energy Chris Wright said on stage Tuesday at a conference in the French capital. Noting that the IEA was founded in the wake of the oil embargoes that accompanied the 1973 Yom Kippur War, the Trump administration wants the organization to refocus on issues of energy security and poverty, Wright said. He cited a recent effort to promote clean cooking fuels for the 2 billion people who still lack regular access to energy — more than 2 million of whom are estimated to die each year from exposure to fumes from igniting wood, crop residue, or dung indoors — as evidence that the IEA was shifting in Washington’s direction. But, Wright said, “We’re definitely not satisfied. We’re not there yet.” Wright described decarbonization policies as “politicians’ dreams about greater control” through driving “up the price of energy so high that the demand for energy” plummets. “To me, that’s inhuman,” Wright said. “It’s immoral. It’s totally unrealistic. It’s not going to happen. And if so much of the data reporting agencies are on these sort of left-wing big government fantasies, that just distorts” the IEA’s mission.

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    Electric Vehicles

    Why EV-Makers Are Suddenly Obsessed With Wires

    Batteries can only get so small so fast. But there’s more than one way to get weight out of an electric car.

    A Rivian having its wires pulled out.
    Heatmap Illustration/Rivian, Getty Images

    Batteries are the bugaboo. We know that. Electric cars are, at some level, just giant batteries on wheels, and building those big units cheaply enough is the key to making EVs truly cost-competitive with fossil fuel-burning trucks and cars and SUVs.

    But that isn’t the end of the story. As automakers struggle to lower the cost to build their vehicles amid a turbulent time for EVs in America, they’re looking for any way to shave off a little expense. The target of late? Plain old wires.

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