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On Corpus Christi’s drought, China’s Scottish factory, and no more ships to give

Current conditions: Texas declared a wildfire disaster in 179 counties as hot, dry, windy weather puts more than half the state at risk • Floods caused by torrential rain from Tropical Storm Raymond and the remnants of Hurricane Priscilla killed at least 41 people in Mexico over the weekend • A heat wave in Central Asia is spiking temperatures as high as 95 degrees Fahrenheit.

Republicans are growing frustrated with President Donald Trump’s rollbacks of policies to support solar energy, the cheapest and fastest-growing source of electricity at a moment when power prices are soaring nationwide. In Georgia, voters who backed the president say the repeal of programs that offered free panels to low-income Americans is making them second-guess their ballots. One of those voters, 39-year-old Jennifer McCoy told The New York Times, “I like a lot of Trump’s outlooks on things, but there are some things, like the solar panels, that I don’t like, now that I know.”
Utah Governor Spencer Cox, meanwhile, went on a tear on X over the Bureau of Land Management’s quashing of the nation’s largest solar project, the 6.2-gigawatt Esmeralda 7 in Nevada. In a post that linked to the scoop Heatmap’s Jael Holzman published last week on the cancellation, Cox said, “This is how we lose the AI/energy arms race with China.” While he noted that “intermittent sources have been overvalued in the past (and offshore wind is a disaster and should be discontinued), the incredible leaps in battery technology completely change the value proposition of solar in the right places.” He went on to re-post messages from three think tank researchers criticizing the move and warnings about the energy needs of data centers.
Corpus Christi is the main water provider for South Texas, a region that has drawn the likes of Tesla, Exxon Mobil, fuel refineries, plastic producers, and lithium processors with what The Wall Street Journal called “the promise of land, cheap energy and, perhaps most critically, abundant water.” But a crippling drought is depleting the region’s reservoirs, and the city may fail to meet the area’s water demand in as little as 18 months. “Cue the panic,” the newspaper wrote. Industrial plants are bracing for rate hikes. “The water situation in South Texas is about as dire as I’ve ever seen it,” said Mike Howard, chief executive of Howard Energy Partners, a private energy company that owns several facilities in Corpus Christi. “It has all the energy in the world, and it doesn’t have water.”
China last week ratcheted up restrictions on exports of rare earths, including for electric vehicle batteries and semiconductors, kicking off another round of the trade war with the United States. But in Scotland, one of China’s biggest wind turbine manufacturers is investing more than $2 billion in building a new factory. Guangdong-based Ming Yang announced plans for its new plant to churn out parts for offshore turbines on Friday, though the company said the move was “subject to final approvals from the U.K. government,” the Financial Times reported.
In the U.S., meanwhile, the Trump administration’s crackdown on offshore wind is so severe the oil industry is stepping in to complain, warning that it’s setting a dangerous precedent for other energy sectors, as I reported in this newsletter last week. But private actors are, at least, responding to the Trump administration’s push to re-shore critical industries to the U.S. On Monday morning, JPMorgan Chase announced plans to invest $10 billion into mineral production and infrastructure for artificial intelligence.
Equinor’s 810-megawatt Empire Wind project off the coast of New York’s Long Island has faced real challenges, with the Trump administration halting construction in April before allowing it to resume in May. The latest hurdle? The developers can’t get hold of the specially-made vessel for installing wind turbines it was counting on having by next year. As Canary Media’s Clare Fieseler wrote on Friday, two shipbuilding companies broke into a public skirmish, with one unexpectedly canceling a contract and the other threatening legal action over the construction of the specialized ship. The vessel, which is more than 98% complete, is anchored in Singapore, its fate now uncertain. “We have been informed by Maersk of an issue concerning its contract with Seatrium related to the wind turbine installation vessel originally contracted by Empire Offshore Wind LLC for use in 2026,” an Equinor spokesperson told Fieseler. “We are currently assessing the implications of this issue and evaluating available options.”
The episode shows how the Trump administration’s “total war on wind power,” as Jael once put it, makes companies more vulnerable to other setbacks. The White House tasked a half-dozen federal agencies, as I previously wrote, with trying to block construction of offshore turbines. But the general lack of ships capable of carrying giant turbines was a problem even before Trump returned to office.
California lawmakers last week passed Senate Bill 655, a first-in-the-nation framework to set maximum standards for safe indoor temperatures in residential housing. The bill requires state agencies to achieve the standard as heat deaths surge across the country. While the state has long required homes to maintain a minimum indoor air temperature of 68 degrees Fahrenheit, there was no equivalent standard for heat. “SB 655 responds to the public health emergency of California’s deadly heat waves,” Senator Henry Stern, the bill’s lead author, said in a statement. “This bill proactively requires the state to include safe residential indoor temperatures in its policies and programs so that Californians, especially renters and low-income households who are most at risk, have life-saving cooling.”
It’s part of a bigger wave of state legislation on climate and energy that California just passed, as Heatmap’s Emily Pontecorvo outlined recently. Among them: Families who lose everything in future wildfires will now be able to collect the bulk of their insurance payout without having to catalog every item burned in the blaze under new legislation Governor Gavin Newsom signed Friday. Starting in 2026, as The New York Times reported, insurers must pay at least 60% of a homeowner’s personal-property coverage — up to $350,000 — without requiring a detailed inventory of everything lost. That’s double the 30% of the dwelling’s value that insurers were required to pay out in advance, with a payout capped at $250,000.
As the Trump administration is gutting funding for America's polar research, the British are stepping in. The British Antarctic Survey’s RRS Sir David Attenborough, a state-of-the-art ship named after the famed naturalist, will bolster research on everything from “hunting underwater tsunamis” to tracking glacier melt and whale populations. “The saying goes 'what happens in Antarctica doesn't stay in Antarctica,’” BAS oceanographer Peter Davis told reporters during a tour of the vessel as it prepared to depart Harwich, eastern England, last week.
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There has been no new nuclear construction in the U.S. since Vogtle, but the workers are still plenty busy.
The Trump administration wants to have 10 new large nuclear reactors under construction by 2030 — an ambitious goal under any circumstances. It looks downright zany, though, when you consider that the workforce that should be driving steel into the ground, pouring concrete, and laying down wires for nuclear plants is instead building and linking up data centers.
This isn’t how it was supposed to be. Thousands of people, from construction laborers to pipefitters to electricians, worked on the two new reactors at the Plant Vogtle in Georgia, which were intended to be the start of a sequence of projects, erecting new Westinghouse AP1000 reactors across Georgia and South Carolina. Instead, years of delays and cost overruns resulted in two long-delayed reactors 35 miles southeast of Augusta, Georgia — and nothing else.
“We had challenges as we were building a new supply chain for a new technology and then workforce,” John Williams, an executive at Southern Nuclear Operating Company, which owns over 45% of Plant Vogtle, said in a webinar hosted by the environmental group Resources for the Future in October.
“It had been 30 years since we had built a new nuclear plant from scratch in the United States. Our workforce didn’t have that muscle memory that they have in other parts of the world, where they have been building on a more regular frequency.”
That workforce “hasn’t been building nuclear plants” since heavy construction stopped at Vogtle in 2023, he noted — but they have been busy “building data centers and car manufacturing in Georgia.”
Williams said that it would take another “six to 10” AP1000 projects for costs to come down far enough to make nuclear construction routine. “If we were currently building the next AP1000s, we would be farther down that road,” he said. “But we’ve stopped again.”
J.R. Richardson, business manager and financial secretary of the International Brotherhood of Electric Workers Local 1579, based in Augusta, Georgia, told me his union “had 2,000 electricians on that job,” referring to Vogtle. “So now we have a skill set with electricians that did that project. If you wait 20 or 30 years, that skill set is not going to be there anymore.”
Richardson pointed to the potential revitalization of the failed V.C. Summer nuclear project in South Carolina, saying that his union had already been reached out to about it starting up again. Until then, he said, he had 350 electricians working on a Meta data center project between Augusta and Atlanta.
“They’re all basically the same,” he told me of the data center projects. “They’re like cookie cutter homes, but it’s on a bigger scale.”
To be clear, though the segue from nuclear construction to data center construction may hold back the nuclear industry, it has been great for workers, especially unionized electrical and construction workers.
“If an IBEW electrician says they're going hungry, something’s wrong with them,” Richardson said.
Meta’s Northwest Louisiana data center project will require 700 or 800 electricians sitewide, Richardson told me. He estimated that of the IBEW’s 875,000 members, about a tenth were working on data centers, and about 30% of his local were on a single data center job.
When I asked him whether that workforce could be reassembled for future nuclear plants, he said that the “majority” of the workforce likes working on nuclear projects, even if they’re currently doing data center work. “A lot of IBEW electricians look at the longevity of the job,” Richardson told me — and nuclear plants famously take a long, long time to build.
America isn’t building any new nuclear power plants right now (though it will soon if Rick Perry gets his way), but the question of how to balance a workforce between energy construction and data center projects is a pressing one across the country.
It’s not just nuclear developers that have to think about data centers when it comes to recruiting workers — it’s renewables developers, as well.
“We don’t see people leaving the workforce,” said Adam Sokolski, director of regulatory and economic affairs at EDF Renewables North America. “We do see some competition.”
He pointed specifically to Ohio, where he said, “You have a strong concentration of solar happening at the same time as a strong concentration of data center work and manufacturing expansion. There’s something in the water there.”
Sokolski told me that for EDF’s renewable projects, in order to secure workers, he and the company have to “communicate real early where we know we’re going to do a project and start talking to labor in those areas. We’re trying to give them a market signal as a way to say, We’re going to be here in two years.”
Solar and data center projects have lots of overlapping personnel needs, Sokolski said. There are operating engineers “working excavators and bulldozers and graders” or pounding posts into place. And then, of course, there are electricians, who Sokolski said were “a big, big piece of the puzzle — everything from picking up the solar panel off from the pallet to installing it on the racking system, wiring it together to the substations, the inverters to the communication systems, ultimately up to the high voltage step-up transformers and onto the grid.”
On the other hand, explained Kevin Pranis, marketing manager of the Great Lakes regional organizing committee of the Laborers’ International Union of North America, a data center is like a “fancy, very nice warehouse.” This means that when a data center project starts up, “you basically have pretty much all building trades” working on it. “You’ve got site and civil work, and you’re doing a big concrete foundation, and then you’re erecting iron and putting a building around it.”
Data centers also have more mechanical systems than the average building, “so you have more electricians and more plumbers and pipefitters” on site, as well.
Individual projects may face competition for workers, but Pranis framed the larger issue differently: Renewable energy projects are often built to support data centers. “If we get a data center, that means we probably also get a wind or solar project, and batteries,” he said.
While the data center boom is putting upward pressure on labor demand, Pranis told me that in some parts of the country, like the Upper Midwest, it’s helping to compensate for a slump in commercial real estate, which is one of the bread and butter industries for his construction union.
Data centers, Pranis said, aren’t the best projects for his members to work on. They really like doing manufacturing work. But, he added, it’s “a nice large load and it’s a nice big building, and there’s some number of good jobs.”
A conversation with Dustin Mulvaney of San Jose State University
This week’s conversation is a follow up with Dustin Mulvaney, a professor of environmental studies at San Jose State University. As you may recall we spoke with Mulvaney in the immediate aftermath of the Moss Landing battery fire disaster, which occurred near his university’s campus. Mulvaney told us the blaze created a true-blue PR crisis for the energy storage industry in California and predicted it would cause a wave of local moratoria on development. Eight months after our conversation, it’s clear as day how right he was. So I wanted to check back in with him to see how the state’s development landscape looks now and what the future may hold with the Moss Landing dust settled.
Help my readers get a state of play – where are we now in terms of the post-Moss Landing resistance landscape?
A couple things are going on. Monterey Bay is surrounded by Monterey County and Santa Cruz County and both are considering ordinances around battery storage. That’s different than a ban – important. You can have an ordinance that helps facilitate storage. Some people here are very focused on climate change issues and the grid, because here in Santa Cruz County we’re at a terminal point where there really is no renewable energy, so we have to have battery storage. And like, in Santa Cruz County the ordinance would be for unincorporated areas – I’m not sure how materially that would impact things. There’s one storage project in Watsonville near Moss Landing, and the ordinance wouldn’t even impact that. Even in Monterey County, the idea is to issue a moratorium and again, that’s in unincorporated areas, too.
It’s important to say how important battery storage is going to be for the coastal areas. That’s where you see the opposition, but all of our renewables are trapped in southern California and we have a bottleneck that moves power up and down the state. If California doesn’t get offshore wind or wind from Wyoming into the northern part of the state, we’re relying on batteries to get that part of the grid decarbonized.
In the areas of California where batteries are being opposed, who is supporting them and fighting against the protests? I mean, aside from the developers and an occasional climate activist.
The state has been strongly supporting the industry. Lawmakers in the state have been really behind energy storage and keeping things headed in that direction of more deployment. Other than that, I think you’re right to point out there’s not local advocates saying, “We need more battery storage.” It tends to come from Sacramento. I’m not sure you’d see local folks in energy siting usually, but I think it’s also because we are still actually deploying battery storage in some areas of the state. If we were having even more trouble, maybe we’d have more advocacy for development in response.
Has the Moss Landing incident impacted renewable energy development in California? I’ve seen some references to fears about that incident crop up in fights over solar in Imperial County, for example, which I know has been coveted for development.
Everywhere there’s batteries, people are pointing at Moss Landing and asking how people will deal with fires. I don’t know how powerful the arguments are in California, but I see it in almost every single renewable project that has a battery.
Okay, then what do you think the next phase of this is? Are we just going to be trapped in a battery fire fear cycle, or do you think this backlash will evolve?
We’re starting to see it play out here with the state opt-in process where developers can seek state approval to build without local approval. As this situation after Moss Landing has played out, more battery developers have wound up in the opt-in process. So what we’ll see is more battery developers try to get permission from the state as opposed to local officials.
There are some trade-offs with that. But there are benefits in having more resources to help make the decisions. The state will have more expertise in emergency response, for example, whereas every local jurisdiction has to educate themselves. But no matter what I think they’ll be pursuing the opt-in process – there’s nothing local governments can really do to stop them with that.
Part of what we’re seeing though is, you have to have a community benefit agreement in place for the project to advance under the California Environmental Quality Act. The state has been pretty strict about that, and that’s the one thing local folks could still do – influence whether a developer can get a community benefits agreement with representatives on the ground. That’s the one strategy local folks who want to push back on a battery could use, block those agreements. Other than that, I think some counties here in California may not have much resistance. They need the revenue and see these as economic opportunities.
I can’t help but hear optimism in your tone of voice here. It seems like in spite of the disaster, development is still moving forward. Do you think California is doing a better or worse job than other states at deploying battery storage and handling the trade offs?
Oh, better. I think the opt-in process looks like a nice balance between taking local authority away over things and the better decision-making that can be brought in. The state creating that program is one way to help encourage renewables and avoid a backlash, honestly, while staying on track with its decarbonization goals.
The week’s most important fights around renewable energy.
1. Nantucket, Massachusetts – A federal court for the first time has granted the Trump administration legal permission to rescind permits given to renewable energy projects.
2. Harvey County, Kansas – The sleeper election result of 2025 happened in the town of Halstead, Kansas, where voters backed a moratorium on battery storage.
3. Cheboygan County, Michigan – A group of landowners is waging a new legal challenge against Michigan’s permitting primacy law, which gives renewables developers a shot at circumventing local restrictions.
4. Klamath County, Oregon – It’s not all bad news today, as this rural Oregon county blessed a very large solar project with permits.
5. Muscatine County, Iowa – To quote DJ Khaled, another one: This county is also advancing a solar farm, eliding a handful of upset neighbors.