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AM Briefing

Revolution Wind Beats Trump in Court, Again

On bring-your-own-power, Trump’s illegal energy cuts, and New York’s nuclear bonanza

Wind turbine blades.
Heatmap Illustration/Getty Images

Current conditions: Temperatures in Buffalo, New York, are set to plunge by 40 degrees Fahrenheit • Snow could hit the Mid-Atlantic and Northeast as early as midweek • A cold snap in northern India is thickening fog in the region.


THE TOP FIVE

1. Trump says he’ll make tech companies build their own power

In a post on Truth Social last night, President Donald Trump said he’s “working with major American Technology Companies to secure their commitment to the American People” and shift the burden of financing the data center buildout away from ordinary consumers. “First up is Microsoft, who my team has been working with, and which will make major changes beginning this week to ensure that Americans don’t ‘pick up the tab’ for their POWER consumption, in the form of paying higher utility bills.” He said more announcements were coming in the weeks ahead. While “Data Centers are key to that boom, and keeping Americans FREE and SECURE,” he said “Companies who build them must ‘pay their own way.’”

Hours earlier, Meta CEO Mark Zuckerberg set the stage for a similar announcement when he posted on Threads that the company was establishing a new “top-level initiative” aimed at building “tens of gigawatts” of power for the Facebook owner’s data centers.

2. Revolution Wind resumes construction after winning a court injunction

A federal judge has overturned President Donald Trump’s latest attempt to kill New England’s Revolution Wind project. On Monday evening, the U.S. District Court for the District of Columbia granted a preliminary injunction suspending the Trump administration’s order halting construction on the nearly complete joint venture from Danish wind giant Orsted and Global Infrastructure Partners’ Skyborn Renewables. The decision allows construction to restart immediately while the underlying lawsuit challenging multiple attempts by the Department of the Interior to yank its permits continues in court. In a statement, Orsted said it would resume construction as soon as possible. “Today’s ruling is a decisive win for energy reliability and the hundreds of thousands of families counting on Revolution Wind,” Kat Burnham, the industry group Advanced Energy United’s senior principal and New England policy lead, said in a statement. “The court rightly saw through a politically motivated stop-work order that would have caused real harm: driving up costs, delaying power for Rhode Island and Connecticut, and putting good-paying jobs at risk. It’s good news for workers, ratepayers, and anyone who recognizes the need for a fair energy market.” To glean some insights into how the White House’s most recent effort fell short, it’s worth reviewing my colleague Jael Holzman’s coverage of the last failure and this time.

3. EPA will stop considering lives saved by pollution rules

The Environmental Protection Agency is scrapping the decades-long practice of calculating the health benefits of reducing air pollution by estimating the cost of avoided asthma attacks and premature deaths to justify clean-air rules. Citing internal documents, The New York Times reported Monday that the Trump administration plans to stop tallying the health benefits from curbing two of the most widespread, deadly pollutants: fine particulate matter and ozone. The newspaper called the move “a seismic shift that runs counter to the EPA’s mission statement.” The overhaul could make slashing limits on pollution from coal-burning plants, oil refineries, and steel mills easier. It’s part of a broader overhaul of the EPA’s regulatory system to disregard the scientific realities that few, if any, credible scientists challenged before. As Heatmap’s Emily Pontecorvo asked in July when the agency dispensed with the idea that carbon emissions are dangerous, “what comes next?”

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4. Federal judge rules Trump’s blue-state energy cuts illegal

A federal judge ruled Monday that the Trump administration’s decision to slash $8 billion in energy grants to recipients in mostly Democratic-led states was illegal. In his decision, Amit Mehta, whom Obama appointed to the bench of the U.S. District Court for the District of Columbia, wrote that the “terminated grants had one glaring commonality: all the awardees (but one) were based in states whose majority of citizens casting votes did not support President Trump in the 2024 election.” The ruling called on the Department of Energy to reverse its decision to rescind all awards mentioned in the case. The case only covered seven grants, leaving funding for more than 200 other projects up in the air. But as NOTUS noted, the Energy Department’s internal watchdog announced an audit into the cancellations last month.

5. New York increases its new nuclear goal fivefold

New York Governor Kathy Hochul.John Lamparski/Getty Images for Concordia Annual Summit

New York Governor Kathy Hochul positioned herself as one of the most ambitious Democratic governors on nuclear power last summer when, as Heatmap’s Mattew Zeitlin covered at the time, she directed the state-owned New York Power Authority to facilitate construction of at least a gigawatt of new atomic power reactors by 2040. Last week, as we covered here, her administration unveiled 23 potential commercial partners, including Bill Gates’ TerraPower and the utility NextEra, and eight possible communities in which to site the state’s next nuclear plant. Now the governor’s office has told the Syracuse Post-Standard that the administration aims to up the goal from 1 gigawatt to 5 gigawatts of new reactors.

The move comes as Hochul prepares to announce another initiative Tuesday to force data centers to pay for their own energy needs. Piggybacking off Trump’s push, the effort will require “that projects driving exceptional demand without exceptional job creation or other benefits cover the costs they create – through charges or supplying their own power,” according to Axios.

THE KICKER

Brazil and Argentina are South America’s only two countries with commercial nuclear power. Despite having governments on opposite sides of the continent’s political divide, the two nations are collaborating on maritime nuclear, using small modular reactors to power ships or produce power from floating plants. “The energy transition process we are experiencing guides us to work together to evolve nuclear regulations and their necessary harmonization, with a view to the use of nuclear reactors on board ships worldwide and, especially, in our jurisdictional waters,” Petronio Augusto Siqueira De Aguiar, the Brazilian admiral from the Naval Secretariat for Nuclear Safety and Quality, said in a statement.

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AM Briefing

Pump and Trump

On OpenAI’s pledge, power plant emissions, and Kazakh tungsten

A gas station.
Heatmap Illustration/Getty Images

Current conditions: The polar vortex that keeps air circulating around the North Pole collapsed months ahead of schedule, threatening to send frigid temperatures southward • India’s east coast Andhra Pradesh state is facing down yet another major storm as Severe Cyclone Murasu makes landfall • The catastrophic atmospheric river over the American Southwest has dumped more than 20 trillion gallons of water across Arizona, Colorado, New Mexico, and Utah.


THE TOP FIVE

1. Gas prices hit a record high on the eve of America’s midterm elections

The average price of a gallon of gasoline during President Donald Trump’s second term topped $3.46 as of Monday, a record that exceeds the previous high set under the Biden administration. That’s according to a new analysis by the Financial Times. And that’s just the average across the past 22 months. The average price nationwide on November 2 clocked in at just under $4.17 per gallon. “If modern living boiled down to a price, it’s the price at the pump,” Bob McNally, a former energy advisor to the George W Bush administration and president of consultancy Rapidan Energy, told the newspaper. “Whether a voter is filling up that day or not, it’s likely that they see a pump price.”

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Daily Briefing

Think Congress Is Slow? Meet the Power Sector.

BAAJA would likely help speed up the U.S. transmission buildout, but there’s a chance we’re undercounting the benefits.

Power lines.
Heatmap Illustration/Getty Images

This is Heatmap Daily, a weekday digest written by our executive editor. Subscribe here.

As you may have seen, my colleague Emily Pontecorvo and I got the first look at the Rhodium Group’s analysis of what the bipartisan permitting bill will do to emissions.

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Blue
AM Briefing

Neutral, at Worst

On Chinese hydrogen, Fermi upheaval, and British offshore wind

Smokestacks.
Heatmap Illustration/Getty Images

Current conditions: The Pineapple Express, an atmospheric river originating in the Pacific near Hawaii, is arriving in the Southwest laden with heavy rain that’s set to flood the region • Indonesia has the worst air quality in the world as forest fires rage along Sumatra’s southern coast • A cross-country storm will soak much of the United States on Tuesday’s Election Day.


THE TOP FIVE

1. Permitting bill’s worst-case climate scenario is still carbon neutral

The Senate’s grand compromise to simplify federal permitting on energy projects would likely drop emissions slightly as the benefits to accelerating deployments of clean energy infrastructure outweigh the boost the legislation could give to fossil fuels. Even under the worst-case scenario, emissions remain on the same trajectory as today. That’s according to a hotly anticipated new analysis by the Rhodium Group, the consultancy whose U.S. emissions estimates are among the most widely cited in American politics. The report, shared first with my colleague Emily Pontecorvo, found that provisions in the Bipartisan American Affordability and Jobs Act largely counteract each other on climate. The bill makes building transmission lines much easier, a key step to patching more renewables onto the grid. But it also makes new gas pipelines simpler to permit, clearing the way for a buildout of the infrastructure for the fossil fuel already dominating U.S. electricity and heating systems. Still, under the best-case scenario, the legislation could cut U.S. economy-wide emissions by 5% below where they would otherwise go in 2040. The bill could also slash energy bills by $78 per year and support construction of more than 200 gigawatts of clean energy capacity, as compared to a world where it didn’t pass. The Rhodium report is at least the second analysis yet to find that the bill could modestly lower emissions. The first, as I reported last week, came from the think tank Resources for the Future, which saw a slight drop in power-sector emissions relative to a world without BAAJA.

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