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AM Briefing

Trump May Be Forced to Resume Wind Project Permits

On Trump’s polysilicon tariffs, Oklo’s milestone, and black lung

Offshore wind.
Heatmap Illustration/Getty Images

Current conditions: The heat dome in the American Southwest is worsening, with temperatures in Phoenix set to climb as high as 110 degrees Fahrenheit • The wildfires in Greece have killed at least five people as thermometers in Athens near the triple digits • Sri Lanka’s sprawling capital of Colombo is in the midst of a week of intense thunderstorms.


THE TOP FIVE

1. Trump administration may be forced to start reviewing wind projects again

The Department of Defense halted reviews of onshore wind projects in May on national security grounds, a move that my colleague Jael Holzman described at the time as “extrajudicial” and that would ultimately “murder an American industry.” Now the judiciary is getting involved. On Tuesday, U.S. District Judge Karin Immergut, a Trump appointee, indicated that she would likely find in favor of a coalition of renewable energy groups that sued the Trump administration to restart reviews. At the start of a two-hour hearing, Courthouse News Service reported from the federal courthouse in Portland, Oregon, Immergut said there was “strong evidence the government had violated statutory and regulatory deadlines” when the Pentagon stopped carrying out routine reviews needed to progress federal permits for wind turbines to the Federal Aviation Administration.

2. In a boon to solar manufacturers, Trump poised to crack down on imported polysilicon

A Chinese worker inspects polysilicon at a Wuhan factory. Feature China/Future Publishing via Getty Images

The Trump administration is preparing to impose new tariffs and minimum import prices on polysilicon in a bid to prop up a domestic supply chain for the primary ingredient in semiconductors and solar panels. The decision, due out after the market closes today, will set a tariff of at least 15% on imported polysilicon and set baseline prices for each component in the supply chain, from the raw material derived from purified quartz to solar wafers, cells, and modules, sources familiar with talks told me, confirming broad details first reported by Reuters and Bloomberg. The Department of Commerce plans to delay implementation to allow domestic manufacturers that rely on imported components time to adjust, and provide offsets to companies that make major investments in the U.S. The policy will serve as a key lifeline to solar manufacturers, who lost one of their main incentives to buy made-in-America panels when the investment and production tax credits for solar effectively ended last month. But industry sources told me that the new trade restrictions would likely fall short of incentivizing new manufacturing, and would require more support on the demand side. The dynamic mirrors what my colleague Matthew Zeitlin called the “paradox of Trump’s critical mineral crusade,” whereby the administration pulled out all the stops to boost mining of rare earths and lithium while eliminating the landmark electric vehicle tax credit that ensured a domestic market for those metals.

It’s hardly the only protectionism the Commerce Department is attempting this month. On Thursday, the agency plans to publish a temporary final rule that would block exports of battery scraps and tungsten waste without a special waiver from the Bureau of Industry and Security. Producers of the materials, E&E News reported, would be required to sell in the U.S. for one year. The move comes a week after President Donald Trump signed a memo blocking exports of mineral-rich waste as the White House seeks to shore up supplies of metals for weapons production. Tungsten, as the Bloomberg “Odd Lots” podcast explained nicely in a recent episode, has a very high melting point, making it ideal for artillery and ammunition. While it’s typically in demand in low amounts during peace time, soaring interest is a sign of widening global conflicts.

3. Oklo goes critical for the first time

For retail investors, Oklo emerged as the face of the small modular reactor industry in 2024 after the Silicon Valley nuclear darling debuted on the stock market. But the company hadn’t yet split atoms. Last night, the company’s low-power test reactor in Texas sustained a reaction for the first time. The milestone makes Oklo the fifth company in the Department of Energy’s Reactor Pilot Program to achieve criticality, but the first to do so on private land. Oklo boasted that the company had erected the facility at a previously undeveloped greenfield site in less than a year, demonstrating that “American nuclear deployment timelines can be measured in months rather than years,” the company said in a press release.

The move comes five months after the Nuclear Regulatory Commission, which notoriously rejected Oklo’s first attempt at gaining approval for its power plant reactors, approved the company’s plans to produce medical isotopes from low-powered reactors, as I exclusively reported in this newsletter at the time.

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4. Two House Democrats formally accuse Energy Secretary Chris Wright of lying to Congress

Two House Democrats formally referred Secretary of Energy Chris Wright to the Department of Justice for potential prosecution, accusing him of lying to Congress when asked whether the agency canceled green grants for partisan reasons. In a letter published Wednesday in The Hill, Representatives Zoe Lofgren of California and Gabe Amo of Rhode Island, alleged that Wright lied when he testified his blocking of billions in climate spending had nothing to do with the money going to states that voted for Democrat Kamala Harris in the 2024 election. In a federal lawsuit related to the same award terminations, Energy Department lawyers admitted that “the inclusion of grants in the October notice tranche was based solely on the political identity of the grant recipient’s state” Wright previously testified that politics had no role in the decisions. “Secretary Wright lied to the Committee with his statements, which sought to prevent us from learning the truth: that the October award terminations were an act of political retaliation,” Lofgren and Amo wrote in the letter, addressed to acting Attorney General Todd Blanche. “In doing so, he violated 18 USC §1001, which bars individuals from making ‘any materially false, fictitious, or fraudulent statement or representation’ to Congress. We have no choice but to refer Secretary Wright to the Department of Justice for potential prosecution in this matter.”

5. Black lung returns to 1970s levels

In 1978, the U.S. used millions more tons of coal than today. Yet miners in Appalachia are facing rates of pneumoconiosis — the incurable, fatal disease known as black lung — at exactly the same levels today. That’s the finding of new data published Wednesday in the American Journal of Respiratory and Critical Care Medicine. Miners in Kentucky, Virginia, and West Virginia who had spent at least 25 years working underground had by far the worst rates, with one in three testing positive in X-rays conducted by the National Institute for Occupational Safety and Health, a federal agency. “I’m disgusted,” Scott Laney, a NIOSH research epidemiologist who is the lead author of the research letter, told NPR. “This is not going to get better because of all the disease that’s already in the pipeline. These guys are being treated like disposable widgets, not human beings. … We’re watching them die right before our eyes.”

THE KICKER

Your humble correspondent is due for a series of flights this afternoon. I lose little sleep over my personal carbon footprint; I don’t find it a useful metric, and even if I did, I live in New York City, so my family’s life in dense housing and reliance on public transit already places me well below most Americans. But I can’t help but think of it when I’m riding multiple planes in one day. Which makes this new Bloomberg feature so exciting. In Brazil’s Minas Gerais state, more than 200 researchers are working to commercialize jet fuel made from the oil-rich fruit of the macauba palm tree. Across 356,000 acres, the Abu Dhabi-based biofuels producer Acelen Renováveis plans to start processing macauba oil as part of a $3 billion project. The effort is meant to help the push to reduce airlines’ carbon intensity, but — as with biofuels in general — it’s worth considering the climate benefits with healthy doses of skepticism until detailed analyses come out.

Blue

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AM Briefing

Blue His House With a Blue Little Window

On electrification’s shortfall, AI for nuclear, and Alva Energy’s big plans

The Capitol.
Heatmap Illustration/Getty Images

Current conditions: Heavy rain is overflowing rivers in the Dominican Republic’s eastern inland towns, including Monte Plata, where floodwaters are washing away cars • With weeks to go before the Atlantic hurricane season officially ends, a new tropical storm may be forming between the Bahamas and Bermuda • It’s cloudy and 51 degrees Fahrenheit in London, where the British are marking Guy Fawkes Day, a holiday commemorating the 421st anniversary of the failed plot by English Catholics to assassinate King James VI of Scotland and I of England by blowing up the House of Parliament.


THE TOP FIVE

1. What to make of Democrats’ blue tsunami

It’s a rebuke of President Donald Trump! A new era! A sign that President Lyndon B. Johnson’s prediction that the Democrats would lose the South until the end of young Bill Moyers’ lifetime (he died last year) was true! Maybe it’s all of these things. But one thing is certain: Democrats’ big victory Tuesday night halts what my colleague Robinson Meyer called “Trump’s energy revolution,” meant to defy the economics of renewables. There’s still much to dissect — we don’t even know who won shockingly competitive U.S. Senate races in Mississippi and Alaska. But my colleagues have a nice slate of stories to help us get started:

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Climate Tech

Is Climate Tech Back?

‘It’s truly possible that a lot of people will wake up and realize that the spell is broken from Trump.’

Voting for climate tech.
Heatmap Illustration/Getty Images

After Donald Trump won his second term two years ago, I wrote about “the death of climate tech” — or at least the death of the term. That largely held up. Climate-focused investors and startups increasingly dropped the label in favor of energy security, efficiency, and infrastructure resilience, often reframing their pitch to serve the booming data center industry along the way. Following the Democrats’ midterm sweep on Tuesday, I checked in with “climate tech” investors to see whether the industry might be ready for a rhetorical — and ideally literal — comeback.

On the rhetoric, they were largely unconvinced. On the substance, they were a bit more hopeful.

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What Does the Blue Wave Mean for Permitting Reform?

The odds of BAAJA passing likely grew a few degrees worse.

Voting and power lines.
Heatmap Illustration/Getty Images

In the lead-up to the midterm elections, the outlook for passing the Senate’s bipartisan permitting reform deal during the lame-duck session was already highly uncertain. While environmental and clean energy advocates praised the transmission sections of the deal, a growing chorus warned of negative consequences from its provisions to fend off politically motivated attacks on energy projects, as well as its changes to tribal consultation in the federal permitting process. Prominent clean energy Democrats John Podesta and Representative Sean Casten of Illinois also piled on. President Trump, meanwhile, was not holding up his end of the bargain to release proposed wind projects held captive by Department of Defense reviews.

Post-election, the odds of the Bipartisan American Affordability and Jobs Act’s passage are likely a few degrees worse. Jared Huffman, the Democratic Representative from California who is next in line to lead the House Natural Resources Committee, reiterated his view that the Senate should hold off on a vote and take another pass at the bill in the next Congress, when Democrats have more leverage. Other Democrats who were sitting on the sidelines of the debate may also now feel emboldened by the party’s overwhelming win and agree that a better deal could be had by waiting.

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