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AM Briefing

Super Typhoon Sinlaku Plunges Northern Mariana Islands Into ‘Darkness’

On Trump’s dubious offshore wind deal, fast tracks, and missed deadlines

The Mariana Islands.
Heatmap Illustration/Getty Images

Current conditions: At least eight tornadoes touched down Wednesday between central Iowa and southern Wisconsin, and more storms are on the way • Temperatures in Central Park, where your humble correspondent sweltered in a suit jacket yesterday afternoon, hit 90 degrees Fahrenheit, shattering the previous record of 87 degrees • Mount Kanloan, a volcano on the Philippines’ Negros island, is showing signs of looming eruption with dozens of ash emissions.

THE TOP FIVE

1. New documents raise questions about Trump’s $1 billion offshore wind kill fee

The Trump administration appears to be tapping an essentially bottomless but highly restricted pool of federal money at the Department of Justice to pay the French energy giant TotalEnergies the $1 billion the Department of the Interior promised in exchange for abandoning two offshore wind projects. Heatmap’s Emily Pontecorvo got her hands on a document that suggests the fund, which is typically reserved for helping federal agencies pay out legal settlements, may have been improperly used for the deal. Tony Irish, a former solicitor in the Department of the Interior who unearthed a letter in the public docket from his former agency to TotalEnergies and shared the document with Emily, told her that the terms of the French energy giant’s lease are such that a lawsuit requiring monetary damages couldn't have been reasonably imminent. Without that, there would be no credible reason to dip into the Judgment Fund for the payout.

This morning, Emily published another banger. While listening to Secretary of Energy Chris Wright speak before the House Appropriations Committee Wednesday, she noticed the cabinet chief say that “well over 80%” of the 2,270 awards reviewed by agency were now moving forward. But there are “big holes” in that number, which doesn't account for several grants to blue states that a judge mandated be reinstated, or for energy efficiency rebates that are still in limbo.

2. Louisiana regulators fast-track Meta’s giant data center

Louisiana’s Public Service Commission voted 4-1 to fast-track a proposal from Facebook-owner Meta and the utility Entergy to build seven new gas-fired power plants, in a $16 billion investment into fossil fuel infrastructure. The project is, according to the watchdog group Alliance for Affordable Energy, one of the largest single power requests in state history. The timeline established under the vote today requires a final vote on the application by December.

The federal government, meanwhile, is getting interested in how much power data centers use. The Energy Information Administration is planning to implement a mandatory nationwide survey of data centers focused on their energy use, Wired reported, calling the move the first such effort to collect basic data on the server farms’ power demands.

3. The Northern Mariana Islands suffers widespread blackouts from powerful typhoon

The American Pacific. Encyclopaedia Britannica/Universal Images Group via Getty Images

Super Typhoon Sinlaku slammed into the Northern Mariana Islands as the most powerful storm on Earth so far this year, plunging the U.S. territory into darkness. It’s unclear just how many of the remote Pacific archipelago’s 45,000 residents lost grid connections amid the storm. But reports indicate island-wide blackouts. Local officials told the Associated Press it could take weeks to restore power and water service across the territory. Even if cellphones were charged, Pacific Daily News reported that wireless networks were overloaded and slow throughout the storm. Saipan, the capital, and neighboring Tinian were plunged into “total darkness,” according to Pacific Island Times.

The incident highlights the particular risk that the five populated U.S. territories face from extreme weather. All five — Puerto Rico and the U.S. Virgin Islands in the Caribbean; Guam, the Northern Mariana Islands, and American Samoa in the Pacific — are island chains vulnerable to hurricanes, typhoons, and rising seas. And all five depend on increasingly costly imports of oil and gas to generate electricity. This September will mark nine years since Hurricane Maria laid waste to Puerto Rico’s aging grid system.

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  • 4. Interior Department missed a legally mandated deadline for giving an update on energy permitting

    Over at NOTUS, reporter Anna Kramer found that the Interior Department “has blown past a congressionally-mandated deadline to report its progress on energy projects.” Per a letter from Senate Democrats, the agency failed to submit two required reports to Congress on its reviews and approvals of energy projects, which wind and solar developers say reflects the administration’s ongoing de facto embargo on permits for renewables.

    5. Zero-emissions medium-duty trucks just saw a surge

    Overall, 2025 was a worse year for zero-emissions trucks than 2024. Annual total registrations of medium- and heavy-duty vehicles that don’t run on gasoline or diesel fell by 7.6%, according to new data from the International Council on Clean Transportation. But the decline wasn’t uniform across all segments: The medium-duty truck, such as a box truck or a delivery truck, saw a 61.7% surge in zero-emission vehicle registrations year over year. That held even as buses fell 32.8% and heavy-duty trucks, such as flatbeds and dump trucks, declined 20.7%.

    THE KICKER

    The times, they are a-changing over at the Natural Resources Defense Council. Once a stalwart opponent of nuclear power and supporter of stricter and more onerous environmental rules, the conservation-focused litigation nonprofit first embraced the need to restart existing nuclear plants, in a major shift. Now the NRDC has thrown its weight behind permitting reform, calling on lawmakers to speed up the process for approving clean energy projects. Green groups like NRDC once derided an overhaul of the landmark U.S. environmental laws as a deregulatory assault on nature. What’s going on here? The Foundation for American Innovation’s Thomas Hochman put it simply: “Vibe shift.”

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    Ideas

    How to Fix the Fastest-Rising Electricity Prices in the U.S.

    A group of energy researchers have a three-part prescription for Washington, D.C.’s exploding energy costs.

    Washington, DC.
    Heatmap Illustration/Getty Images

    Washington, D.C. has earned an unwelcome distinction: the largest one-year electricity price increase of any state (or equivalent geographic distinction) in the U.S. Prices there are up 87% over the past five years and 26% in the past year alone, according to new data from MIT and Heatmap News’ Electricity Price Hub. The average D.C. household is now paying $55 more for power each month than it did five years ago.

    In the face of this crisis, local officials have done little but blame regional markets, emphasizing the parts of recent rate increases they don’t fully control — generation charges — rather than any proactive measures they could take to offer relief to D.C. households. Meanwhile Exelon, the parent company for Pepco, D.C.’s local utility, has used the crisis to lobby state policymakers across the region for something worse — a return to utility-owned generation, which could leave consumers holding the bag for projects that run over budget or that are built for demand that never materializes.

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    Climate Tech

    Funding Friday: Of Stellarators and SPACs

    On Thea Energy’s $100 million Series B, plus more of the week’s big money moves.

    Thea Energy.
    Heatmap Illustration/Getty Images, Thea Energy

    Nuclear is once again a dominant theme this week, with fusion startup Thea Energy landing a $100 million Series B that will help it expand its magnet manufacturing capabilities. While $100 million is nothing to scoff at, it somehow sounds modest alongside some of this year’s other deals, which include a $450 million Series A for Inertia Enterprises and $240 million for Shine Technologies. This week also brought the news that small modular reactor startup Newcleo plans to go public via SPAC later this year, bringing to mind the exuberance of the 2021 SPAC boom, in a deal expected to net a cool $429 million.

    Elsewhere, gridtech company Utilidata raised fresh capital after (surprise!) pivoting to the data center market, while a standalone battery storage developer and operator is betting there’s still plenty of money to be made in the increasingly crowded ERCOT market.

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    Spotlight

    Democrats’ Growing Divide Over Data Centers

    It’s pause vs pause-nots.

    Data center protests.
    Heatmap Illustration/Getty Images

    The American climate movement is beginning to look a lot like AI doomers versus the techno-optimists. It’s a dynamic that is winning local bans – and very little else for now.

    On one side, you’ve got the left-leaning insurgent grassroots movement against data centers. In many cases this push is in the name of climate action and environmental justice, with activists citing the risks of pollution from gas-fired power and the potential for strain on existing electricity supplies. But in many, many other cases, this movement is decidedly not about climate action; instead it’s a movement addressing everything from energy prices and power over large corporations to AI use generally.

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