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AM Briefing

States Slap EPA With Yet Another Lawsuit Over Solar For All

On the cobalt conundrum, Madagascar’s mining mess, and Antarctica’s ‘Greenlandification’

Solar installation.
Heatmap Illustration/Getty Images

Current conditions: Severe storms are sweeping through the central Great Plains states this weekend, whipping up winds of up to 75 miles per hour • Freezing temperatures are settling over Kazakhstan and Mongolia • A record heat wave in Australia is raising temperatures as high as 113 degrees Fahrenheit.

THE TOP FIVE

1. More than 20 states sue over Trump’s Solar for All cuts

Nearly two dozen states signed onto two lawsuits Thursday to stop the Trump administration from ending the $7 billion grant program that funded solar panels in low-income communities. The first complaint, filed Wednesday, seeks monetary damages over the Environmental Protection Agency’s bid to eliminate the so-called Solar for All program. A second lawsuit, filed Thursday, seeks to reinstate the program. Arizona Attorney General Kris Mayes told Reuters the cancellation affected 900,000 low-income households nationwide, including some 11,000 in Arizona that the state expected to see a 20% spike in bills after losing access to the $156 million in funding from Solar for All. California would lose $250 million in funding. The litigation comes days after Harris County, which encompasses most of Houston, Texas, filed suit against the EPA over its own loss of $250 million due to the program’s termination. Earlier this month, a coalition of solar energy companies, labor unions, nonprofit groups, and homeowners also sued the EPA over the cancellation.

2. The UN’s maritime agency is voting on an emissions-cutting scheme

It remains to be seen whether other countries are willing to balk at the Trump administration’s push to gut key carbon-cutting policies. But at least in theory, later today, the drafting group for the International Maritime Organization, the United Nations agency overseeing global shipping, will vote on an emissions pricing mechanism meant to slash greenhouse gas output from an industry that still relies on some of the most heavily polluting fuels. The scheduled vote comes a day after President Donald Trump pressed the international body to reject the proposal, calling it “the Global Green New Scam Tax on Shipping” and vowing to ignore the rules.

The maritime shipping industry accounts for about 3% of global emissions. But the impact of shipping fuels is substantial. As Heatmap’s Robinson Meyer wrote in December, a study found that, when the IMO began enforcing rules to remove a toxic pollutant, sulfur dioxide from shipping fuels, the planet’s temperatures spiked. That’s because, in addition to inflaming the heart and lungs, triggering asthma attacks, and causing acid rain, sulfur dioxide can also reflect heat back into space, artificially cooling the Earth. When that fuel went away, the warming effects of all the carbon in the atmosphere became more apparent.

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  • 3. Defense Department drops $500 million tender to buy cobalt

    A child worker at a cobalt mine in the Democratic Republic of the Congo. Michel Lunanga/Getty Images

    The Department of Defense canceled a tender to buy cobalt, in what the trade publication Mining.com called “a fresh sign of the challenges facing Western countries trying to bolster domestic supplies of the battery metal.” In mid-August, the Defense Logistics Agency first sought offers for up to 7,500 tons of the bluish metal used in batteries and alloys for jet engines over the next five years, in a contract worth as much as $500 million. It was, according to Bloomberg, the U.S. government’s first attempt to acquire the metal since 1990. When no deals came in by the original due date of August 29, the offer was extended to October 15. But a notice published on a government website Wednesday indicated that the offer had been pulled. The move marks an apparent setback for the Pentagon’s effort to stockpile critical minerals, as I reported in this newsletter earlier this week.

    While the funding doesn’t produce raw cobalt from mining, as I reported for Heatmap last month, the DLA has backed an Ohio-based startup called Xerion that’s commercializing a novel approach to processing both that metal and gallium, another mineral over which China has tightened export controls recently. It’s not alone. As Heatmap’s Katie Brigham wrote last month, “everybody wants to invest in critical mineral startups.”

    4. The U.S. gains a rare earths refinery from Britain, (probably) loses a mine in Madagascar

    The British rare earths processor Pensana has canceled plans for a refinery in East Yorkshire, England, in favor of investing in an American project instead. The company spent the past seven years developing a $268 million rare earths mine in Angola. One of the largest of its kind in the world, the project is scheduled to begin delivering raw materials in 2027. To turn that ore into industrial-grade materials, Pensana had planned to build a processing facility at the Saltend Chemicals Plant near Hull, England, that would have turned the metals into powerful magnets. The project won about $6.7 million in support from the British government. But Pensana’s founder and chairman, Paul Atherley, told the BBC that was “nowhere near enough.” He compared the deal to the Trump administration’s direct investment of billions of dollars into MP Materials, the country’s only rare earths mine. Pensana instead announced plans to work with the U.S. refiner ReElement to develop a domestic American supply chain, and plans to list its shares on the Nasdaq. As I wrote in Tuesday morning’s newsletter, the world’s top metals trader warned this week that the West’s mineral weakness is a lack of refining capacity, not mining. “Mining is not critical,” Trafigura CEO Richard Holtum said in London on Monday, according to Mining Journal. “True supply chain security comes from processing investment, not just extraction.”

    But even the increased supply of ore from overseas projects could be in jeopardy. I have a scoop this morning in Heatmap that highlights the geopolitical challenges U.S. mining projects face overseas. On Sunday, following weeks of youth-led protests over electricity and water outages, Madagascar’s military overthrew its government in a coup. Now the new self-declared leaders have pulled support for Denver-based mining developer Energy Fuels’ plans for a giant mine that would produce rare earths, uranium, and other metals. The so-called Toliara mine, worth an estimated $2 billion, had won approval from the previous government last winter. But a consultant on the ground in Madagascar’s capital of Antananarivo told me the new leaders had “announced the definitive cancellation” of what was previously described as the future “crown jewel” of an economy where 75% of people live on less than $3 per day and less than 40% of the population has access to electricity.

    5. Scientists warn of the ‘Greenlandification’ of Antarctica

    As recently as the 1990s, the Greenland Ice Sheet and the Arctic were melting at a measurable pace thanks to global warming, but Antarctica’s ice cap seemed securely frozen. But, as Inside Climate News reported Thursday, “not anymore.” New satellite data and field observations show the only unpopulated continent is thawing at an alarming rate, leading to what some scientists are now calling the “Greenlandification” of Antarctica, turning it into an environment that’s melting at a rate closer to the Arctic.

    There’s little question as to what is causing the meltdown. More than 100 countries now experience at least 10 more “hot days” per year than a decade ago, when the Paris climate accord was first drafted, according to new data analysis from the research groups Climate Central and World Weather Attribution published Thursday in the Financial Times. In 10 countries, the warming over the past decade added roughly a month of additional “hot days.”

    THE KICKER

    The good climate news, reported by Bloomberg: the Bay Area startup Rondo Energy has turned on the world’s largest industrial heat battery, a giant cubic structure that heats clay bricks with electricity from a 20-megawatt solar array to generate steam.

    The bad climate news? That steam is used to force more oil out of the ground as part of Holmes Western Oil Corp.’s enhanced oil recovery system.

    The mitigating factors to consider: The battery replaced a natural gas-fired boiler at the Kern County, California, facility. And proponents of enhanced oil recovery say the approach meets lasting demand for petroleum by extracting more fuel from existing wells rather than encouraging new drilling.

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    Bruce Westerman, the Capitol, a data center, and power lines.
    Heatmap Illustration/Getty Images

    After many months of will-they-won’t-they, it seems that the dream (or nightmare, to some) of getting a permitting reform bill through Congress is squarely back on the table.

    “Permitting reform” has become a catch-all term for various ways of taking a machete to the thicket of bureaucracy bogging down infrastructure projects. Comprehensive permitting reform has been tried before but never quite succeeded. Now, a bipartisan group of lawmakers in the House are taking another stab at it with the SPEED Act, which passed the House Natural Resources Committee the week before Thanksgiving. The bill attempts to untangle just one portion of the permitting process — the National Environmental Policy Act, or NEPA.

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    Hotspots

    GOP Lawmaker Asks FAA to Rescind Wind Farm Approval

    And more on the week’s biggest fights around renewable energy.

    The United States.
    Heatmap Illustration/Getty Images

    1. Benton County, Washington – The Horse Heaven wind farm in Washington State could become the next Lava Ridge — if the Federal Aviation Administration wants to take up the cause.

    • On Monday, Dan Newhouse, Republican congressman of Washington, sent a letter to the FAA asking them to review previous approvals for Horse Heaven, claiming that the project’s development would significantly impede upon air traffic into the third largest airport in the state, which he said is located ten miles from the project site. To make this claim Newhouse relied entirely on the height of the turbines. He did not reference any specific study finding issues.
    • There’s a wee bit of irony here: Horse Heaven – a project proposed by Scout Clean Energy – first set up an agreement to avoid air navigation issues under the first Trump administration. Nevertheless, Newhouse asked the agency to revisit the determination. “There remains a great deal of concern about its impact on safe and reliable air operations,” he wrote. “I believe a rigorous re-examination of the prior determination of no hazard is essential to properly and accurately assess this project’s impact on the community.”
    • The “concern” Newhouse is referencing: a letter sent from residents in his district in eastern Washington whose fight against Horse Heaven I previously chronicled a full year ago for The Fight. In a letter to the FAA in September, which Newhouse endorsed, these residents wrote there were flaws under the first agreement for Horse Heaven that failed to take into account the full height of the turbines.
    • I was first to chronicle the risk of the FAA grounding wind project development at the beginning of the Trump administration. If this cause is taken up by the agency I do believe it will send chills down the spines of other project developers because, up until now, the agency has not been weaponized against the wind industry like the Interior Department or other vectors of the Transportation Department (the FAA is under their purview).
    • When asked for comment, FAA spokesman Steven Kulm told me: “We will respond to the Congressman directly.” Kulm did not respond to an additional request for comment on whether the agency agreed with the claims about Horse Heaven impacting air traffic.

    2. Dukes County, Massachusetts – The Trump administration signaled this week it will rescind the approvals for the New England 1 offshore wind project.

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    Q&A

    How Rep. Sean Casten Is Thinking of Permitting Reform

    A conversation with the co-chair of the House Sustainable Energy and Environment Coalition

    Rep. Sean Casten.
    Heatmap Illustration

    This week’s conversation is with Rep. Sean Casten, co-chair of the House Sustainable Energy and Environment Coalition – a group of climate hawkish Democratic lawmakers in the U.S. House of Representatives. Casten and another lawmaker, Rep. Mike Levin, recently released the coalition’s priority permitting reform package known as the Cheap Energy Act, which stands in stark contrast to many of the permitting ideas gaining Republican support in Congress today. I reached out to talk about the state of play on permitting, where renewables projects fit on Democrats’ priority list in bipartisan talks, and whether lawmakers will ever address the major barrier we talk about every week here in The Fight: local control. Our chat wound up immensely informative and this is maybe my favorite Q&A I’ve had the liberty to write so far in this newsletter’s history.

    The following conversation was lightly edited for clarity.

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