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On refineries, Europeanizing Canada, and Australian uranium
Current conditions: The Atlantic set a record on Saturday for the longest stretch of the hurricane season since the advent of satellites without a major named storm • Argentina is bracing for severe Zonda winds, a type of intense downslope gust unique to the eastern side of the Andes Mountains • While the wildfires darkening skies over Indonesia have receded, blazes are still raging across the southern shores of Sumatra, Borneo, and West Papua.
The United States is preparing to eliminate any cap on the amount of planet-warming pollution from burning coal or gas that power plants can spew into the atmosphere. On Sunday night, The New York Times reported that the Environmental Protection Agency planned to announce a final repeal of climate rules on the power sector at this week’s summit in Houston of energy ministers from the Group of 20 nations. The EPA already moved to remove the entire legal basis for regulating greenhouse gases at any level by gutting its endangerment finding, which my colleagues Robinson Meyer and Emily Pontecorvo explained last winter. In March, as I told you at the time, almost half of all U.S. states sued to block the administration from rescinding the finding. The EPA went on to scrap standards on climate-heating emissions for car tailpipes and loosened rules on heat-trapping chemicals used in refrigerators and air conditioners. Under the new proposal, which the Times noted would come out Monday, power plants would still face limits on mercury, arsenic, and other contaminants, “though the EPA has already loosened restrictions on how much mercury they can emit.”
Nearly a year ago, I told you about the legal challenges already mounting for President Donald Trump’s order to keep a Michigan coal-fired station open past its planned retirement date on the grounds that the broader grid system is under an “emergency” level of stress. Maintaining the J.H. Campbell coal station for just three months past its previously-agreed closure cost the utility Consumers Energy nearly $30 million. And all that was to fulfill an illegal order, a federal court just decided. On Friday, the D.C. Circuit Court of Appeals ruled against the Trump administration’s use of emergency powers to force the plant to stay open. The court found that the Department of Energy illegally invoked Section 202(c), the emergency authority of the Federal Power Act, to override the long-term planning process through which Consumers, Michigan, and the Energy Department had agreed to terminate power production at the 1.4-gigawatt plant. The agency has since used the same statute to order coal plants in Colorado, Florida, Indiana, and Washington to remain open. “The DOE needs to stay in its lane and use its emergency powers only in actual emergencies,” Michael Lenoff, Earthjustice attorney, said in a statement. “Preventing the market-driven retirements of coal plants to advance a coal-friendly agenda is not a proper use of emergency powers.” In July, Washington State announced a deal with utility TransAlta to convert the state’s only remaining coal plant to run on natural gas. But that same day, the Energy Department renewed its directive to keep TransAlta’s Centralia coal plant running for at least another three months. “America needs more reliable power, not less, and today’s order will help ensure reliable electricity generation remains available to help address periods of peak demand,” Secretary of Energy Chris Wright said in a statement at the same time. “The Trump administration remains committed to reversing the misguided energy subtraction policies it inherited from past leaders.”
The White House, meanwhile, is considering using the Defense Production Act to expand U.S. oil refining capacity. The proposal, reported by Reuters, came up during a meeting between Trump and a dozen U.S. refiners, who told the president that federal money “would be better directed toward making refineries more efficient or expanding existing plants rather than financing an entirely new refinery,” which would cost more and take years to complete.
A surge of utility-scale solar projects racing to completion before the federal tax credits expires in July added 11.4 gigawatts of capacity to the U.S. in the second quarter of this year, representing a 45% increase. That’s according to a PV Tech analysis of the latest Solar Energy Industries Association report I told you about on Thursday. Rooftop solar was a mixed bag in the second three-month stretch of 2026. Residential solar installations fell 12% year over year and community solar declined 14%, but corporate and industrial projects grew by 11%. Utility-scale projects, on the other hand, soared by 61% year over year. “The concentration on utility-scale developments was a direct response to the Trump administration’s phaseout of tax credits for renewable energy deployments from July 4, 2026 and the ‘safe harbor’ period that requires projects are placed in service,” PV Tech wrote.
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Canadian Prime Minister Mark Carney instructed his special envoy to Europe to “scope out the most ambitious possibilities short of full membership” in the European Union or its common market, The Wall Street Journal reported Sunday. The details, the newspaper noted, “are still being sketched by technical working groups for what the prime minister has told his aides will be the reorienting of an economy and a society that for half a century has been dominated by the U.S.” If successful, the pivot to Brussels would reshape the energy and resource profile of both continents, pairing Europe’s wealth and vast population with Canada’s vast supply of oil, gas, and minerals. “In a more dangerous and divided world, Canada and our European partners are moving ever closer,” Carney said in a statement over the weekend. “Our shared values, complementary strengths, and common interests serve as the strong foundation on which we can build a stronger future. Together, Canada and our European partners have the ambition and strength to create a more just, stable, and universally prosperous world.”

Canada boasts the world’s second-biggest output of uranium, a potential boon to Europe’s nuclear sector. But with Kazakhstan, the world’s top supplier, cautioning that more of its supply could end up going to China and other new buyers, Australia — the world’s No. 4 supplier — is looking for a bigger stake in the world’s third-place producer, Namibia. A pair of Australian companies are pushing ahead with plans to build new projects in the southwest African nation, Bloomberg reported last week. Bannerman Energy and Deep Yellow are both based in the Western Australian mining hub of Perth. Bannerman is considering a joint venture with China National Nuclear Corporation in which Beijing’s state-owned reactor operator would buy a 45% stake in a mine and agree to buy 60% of its output once the project is commissioned in 2028. Deep Yellow’s nearby Tumas project is, per the newswire, “a little less advanced but targeting a final investment decision toward the end of the year.”
China’s wind turbine champion, Goldwind, is getting into another green sector. The world’s largest turbine manufacturer shipped its first batch of green methanol from a 160-megawatt project in Inner Mongolia to South Korea, where it’s expected to be shipped to a buyer in the EU, Hydrogen Insight reported. It’s yet another sign of how China is stepping up to meet the EU’s carbon tariff.
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Even the hardiest are shivering at the price of heating oil.
As leaves begin to turn from green to autumn hues of amber, gold, and brown, New England is preparing for an expensive winter.
While most of the country heats their homes with natural gas or electricity, about 5 million households — overwhelmingly located in the Northeast — use oil. Like diesel and gasoline (both of which have set price records recently) home heating oil is distilled from crude oil, which is currently trading at prices not seen since the early months of the war between the United States, Israel, and Iran.
Benchmark oil prices are over $100 for the first time since the spring as the Iran War grinds forward with no end in sight. Houthi attacks on Saudi oil tankers and infrastructure in and around the Red Sea and continued Ukrainian drone strikes on Russian refineries have put added pressure on U.S. facilities to supply the world with gasoline, jet fuel, and diesel, raising prices domestically. Russia’s own fuel imports reached a record 172,000 metric tons in August, according to an analysis from the Centre for Research on Energy and Clean Air, mostly from South Korea and India, putting further strain on the global market (the country was once the largest exporter of refined products).
The effects have trickled downstream to the distillate market, as well. Diesel prices surged past $6 per gallon on Friday, while retail home heating oil prices in Maine, one of the Northeastern states most dependent on oil to heat homes, are around $5.39, their highest since April. Making matters worse, stocks of distillate fuel oil, which includes heating oil, are at their lowest level for this time of year since the Energy Information Administration started keeping records. The EIA released a new forecast this week projecting that “global production of distillate fuel will remain below last year’s levels in the coming months, contributing to low U.S. diesel inventories and high diesel prices.”
For Mainers and others across New England, that adds up to a hard winter to come.
“As the most heating oil reliant state in the country, Mainers are uniquely impacted by rising and volatile oil prices,” Acting Commissioner of the Maine Department of Energy Resources Celina Cunningham told me in an emailed statement. About half of the state’s residents “still rely on oil as their primary heating fuel,” she told me, even as outgoing Governor Janet Mills has encouraged heat pump adoption. “The cost of heating oil is already more than 60% higher than it was at this time last year,” Cunningham added, “putting added pressure on Maine households as we head into the winter heating season.”
Mark Wolfe, executive director of the National Energy Assistance Directors Association, told me that the total cost of heating a home exclusively on oil will jump from $1,740 to $2,297 this winter. “Families using heating oil will get hit twice — first from gasoline, and then heating oil,” he said.
The price of home heating oil has long been a hot button issue in New England politics, and this year’s slate of Congressional races is no exception. Matt Dunlap, the state auditor and Democratic nominee in Maine’s Trump-voting 2nd Congressional District, told reporters earlier this week while standing in front of a heating oil delivery truck that “right now, families across this district are sitting at their kitchen tables signing their heating oil contracts for the winter and staring at numbers they simply cannot afford.” In keeping with Trump’s recent admonition to pretend he’s on the ballot, Dunlap used the occasion to criticize the president’s foreign policy. The Iran War, Dunlap said, “is not an abstract foreign policy debate. That’s the reason your heating bill this winter could be hundreds of dollars higher than it was last year.”
Susan Collins, the Republican senator running for re-election in Maine, regularly highlights her role in bringing in funding from the Low-Income Home Energy Assistance Program for Mainers, even as staff in charge of administering the program were laid off early in the Trump administration.
To the extent New Englanders can expect any relief, it likely won’t come from the supply dynamics of heating oil — the EIA has upped its price forecast for both this year and 2027. They may, however, simply need less. Thanks to what could be an historically strong El Niño, New England may be in for a warmer (albeit wetter) winter than usual.
Talking about the data center backlash, the midterm elections, and the future of renewables with Columbia Law School’s Romany Webb.
This week’s conversation is a quick catch-up with our friends at Columbia Law School’s Sabin Center for Climate Change Law. I hopped on the phone with the center’s deputy director Romany Webb to chat about recent updates they published to anti-renewables opposition analysis. I wanted to dig into their research beyond the toplines — what should people care about in the coming election? How have data centers come up in their research? Or the repeal of the Inflation Reduction Act?
The following conversation was lightly edited for clarity.
Let’s start with the updates. Walk me through what’s new in your research.
So, we published two-year reports that detail renewable energy opposition across the United States; one is our report we’ve published since 2021 and it’s a new edition, and the other is an update of a report we published a few years ago on false claims about renewable energy where we highlight the misinformed used against projects.
This year’s local opposition report found local opposition continues to be widespread and really endemic. There’s been opposition to renewable energy development in every state across the country and we’re seeing it still have a real impact on whether projects get built. But there are small glimmers of hope. We identified 70 new state and local restrictions, which was a decline from previous years — that’s notable.
In select states where there have been a lot of these local restrictions, we’ve seen a drop off, like in Michigan after they enacted their state siting law. These are encouraging signs, and obviously it’s still early days, but it shows some of these state reforms are having a positive impact.
How is data center opposition coming up in your research?
Our reports do not track opposition to data center development. But we do certainly hear anecdotally that debates over data center development are spilling over into debates over renewable energy and battery storage. Often, local communities express concern that these new projects are just being built to power data centers — in some cases when there’s no connection at all, really. But I don’t have data on that link.
You said the law Michigan enacted might be working. Do you know if these laws limiting local opposition actually help with fighting renewable energy opponents, or are they engendering their own backlashes that undermine their effectiveness?
I think it’s too early to say the impacts they’ll have over the medium to long term. In the near term, many of the laws have been successful in accelerating the permitting of renewable energy projects or making it easier for them to be approved. Recent data out of New York shows that many of the projects that have gone through the new siting process are being approved — they’re still fairly long but they’re consistent which is good for development. In other places we’ve seen efforts to limit local government’s ability to adopt restrictions on renewable energy development, like Illinois and Michigan.
Those laws are relatively new, but the data we have shows that drop-off. It suggests the intended effect. But we need more time to know how effective they are and some of those laws have been getting quite a bit of pushback. There’s been a myriad of bills enacted in state legislatures across the country that would roll back those recent reforms or impose new restrictions on renewable development.
How much does the coming midterm election matter for the future of opposition to renewable energy?
I do think the next election will have important implications on whether we continue to see the ever-growing number of state level restrictions adopted or if we see a shift there.
Even if we see a shift in the composition of legislatures, I do think we’ll continue to see community opposition in many places to these projects. We shouldn’t ignore that developing a solar or wind project does have impacts on the local community and so developers really need to take steps to mitigate and manage those impacts.
If they don’t they’ll face the opposition, and even if they are they may face it because of misinformation around these projects.
My last question is, to what extent did the repeal of the IRA impact the ability for local opposition to kill projects in the crib?
I can’t say that definitively. I certainly don’t have the data that would support that sort of claim. And we don’t track that, specifically.
But often, groups that are opposed to renewable energy development will express concerns about the costs of projects or emphasize projects may not be viable without government subsidies. So the rollback of tax credits under the IRA plays into that argument. Of course when you look at the data, renewable energy projects are cheaper and the argument doesn’t hold muster.
But it’s an argument we regularly see pushed by opposition groups. That is how we have seen the IRA repeal affect this.
A developer sues an Arkansas paper, plus more of the week’s biggest development fights.
1. Pulaski County, Arkansas – A major utility sued the biggest newspaper in Arkansas over reporting on a data center energy deal. It’s a crucial case to follow.
2. Lackawanna County, Pennsylvania – Speaking of hardcore legal strategies, have you ever heard of a data center developer asking every local official to recuse themselves?
3. Loudon County, Virginia – Data Center Alley is giving us our first real glimpse of what data center legislating could look like if Democrats control at least one chamber of Congress.
4. Lane County, Oregon – The second largest city in Oregon is now turning down data centers, just as the governor starts saying no to anything on state land.