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AM Briefing

Trump Announces U.S. Withdrawal From Framework Climate Treaty

On Venezuela’s oil, permitting reform, and New York’s nuclear plans

Donald Trump at the United Nations.
Heatmap Illustration/Getty Images

Current conditions: Cold temperatures continue in Europe, with thousands of flights canceled at Amsterdam Schiphol Airport, while Scotland braces for a winter storm • Northern New Mexico is anticipating up to a foot of snow • Australia continues to swelter in heat wave, with “catastrophic fire risk” in the state of Victoria.

THE TOP FIVE

1. Trump withdraws U.S. from United Nations climate change treaty

The White House said in a memo released Wednesday that it would withdraw from more than 60 intergovernmental organizations, including the United Nations Framework Convention on Climate Change, the international climate community’s governing organization for more than 30 years. After a review by the State Department, the president had determined that “it is contrary to the interests of the United States to remain a member of, participate in, or otherwise provide support” to the organizations listed. The withdrawal “marks a significant escalation of President Trump’s war on environmental diplomacy beyond what he waged in his first term,” Heatmap’s Robinson Meyer wrote Wednesday evening. Though Trump has pulled the United States out of the Paris Agreement (twice), he had so far refused to touch the long-tenured UNFCCC, a Senate-ratified pact from the early 1990s of which the U.S. was a founding member, which “has served as the institutional skeleton for all subsequent international climate diplomacy, including the Paris Agreement,” Meyer wrote.

Among the other organizations named in Trump’s memo was the Intergovernmental Panel on Climate Change, which produces periodic assessments on the state of climate science. The IPCC produced the influential 2018 report laying the intellectual foundations for the goal of limiting global warming to 1.5 degrees Celsius above pre-industrial levels.

2. Details emerge on U.S. plan to sell Venezuela’s oil

More details are emerging on the Trump administration’s plan to control Venezuela’s oil assets. Trump posted Tuesday evening on Truth Social that the U.S. government would take over almost $3 billion worth of Venezuelan oil. On Wednesday, Secretary of Energy Chris Wright told a Goldman Sachs energy conference that “going forward we will sell the production that comes out of Venezuela into the marketplace.” A Department of Energy fact sheet laid out more information, including that “all proceeds from the sale of Venezuelan crude oil and oil products will first settle in U.S. controlled accounts,” and that “these funds will be disbursed for the benefit of the American people and the Venezuelan people at the discretion of the U.S. government.” The DOE also said the government would selectively lift some sanctions to enable the oil sales and transport and would authorize importation of oil field equipment.

As I wrote for Heatmap on Monday, sanctions are just one barrier to oil development among a handful that would have to be cleared for U.S. oil companies to begin exploiting Venezuela’s vast oil resources.

3. Key Democrat lays out permitting reform conditions

In a Senate floor speech, Senator Martin Heinrich of New Mexico blasted the Trump administration’s anti-renewables executive actions, saying that the U.S. is “facing an energy crisis of the Trump administration’s own making,” and that “the Trump administration is dismantling the permitting process that we use to build new energy projects and get cheaper electrons on the grid.” Heinrich, a Democrat, is the ranking member of the Senate Committee on Energy and Natural Resources and a key player in any possible permitting reform bill. Though he said he supports permitting reform in principle, calling for “a system that can reliably get to a ‘yes’ or a ‘no’ on a permit in two to three years — not 10, not 17,” he said that “any permitting deal is going to have to guarantee that no administration of either party can weaponize the permitting process for cheap political points.” Heinrich called on Trump officials “to follow the law. They need to reverse their illegal stop work orders, and they need to start approving legally compliant energy projects.”

He did offer an olive branch to the Republican senators with whom he would have to negotiate on any permitting legislation, noting that “the challenge to doing permitting reform is not in this building,” specifying that Senators Mike Lee, chair of the ENR Committee, and Shelly Moore-Capito, chair of the Senate Committee on Environment and Public Works, have not been barriers to a deal. Instead, he said, “it is this Administration that is poisoning the well.”

4. New report ranks “billion-dollar disasters”

Chart of billion-dollar disasters since 1980Courtesy of Climate Central

The climate science nonprofit Climate Central released an analysis Thursday morning ranking 2025 “as the third-highest year (after 2023 and 2024) for billion-dollar weather and climate disasters — with 23 such events causing 276 deaths and costing a total of $115 billion in damages,” according to a press release.

Going back to 1980, the average number of disasters costing $1 billion or more to clean up was nine, with an average total bill of $67.9 billion. The U.S. hit that average within the first weeks of last year with the Los Angeles wildfires, which alone were responsible for over $61 billion in damages, the most economically damaging wildfire on record.

5. Nuclear ❤️ New York

The New York Power Authority announced Wednesday that 23 “potential developers or partners,” including heavyweights like NextEra and GE Hitachi and startups like The Nuclear Company and Terra Power, had responded to its requests for information on developing advanced nuclear projects in New York State. Eight upstate communities also responded as potential host sites for the projects.

New York Governor Kathy Hochul said last summer that New York’s state power agency would go to work on developing 1 gigawatt of nuclear capacity upstate. Late last year, Hochul signed an agreement with Ontario Premier Doug Ford to collaborate on nuclear technology. Ontario has been working on a small modular reactor at its existing Darlington nuclear site, across Lake Ontario from New York.

THE KICKER

“Sunrise Wind has spent and committed billions of dollars in reliance upon, and has met the requests of, a thorough review process,” Orsted, the developer of the Sunrise Wind project off the coast of New York, said in a statement announcing that it was filing for a preliminary injunction against the suspension of its lease late last year.

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Hotspots

People Who Hate Renewables Hate Data Centers, Too

And more thoughts on the week’s most notable fights around project development.

The United States.
Heatmap Illustration/Getty Images

1. Pinal County, Arizona – If you can’t build a solar or a wind farm somewhere, it’s really hard to get a data center built there too.

  • That’s the lesson readers should take away from the situation in Pinal County, where historically speaking at least 5 solar projects have been withdrawn over the years after facing local opposition, according to Heatmap Pro data. You should expect some data centers to potentially wind up in the same graveyard.
  • On Wednesday, the Pinal County Board of Supervisors rejected the La Osa Energy Center, a large proposed data center and gas-fired power complex. The board in this deep red rural desert community is rock-ribbed Republican. Only one supervisor on the board dissented, citing private property rights concerns.
  • The county currently has a restrictive ordinance against data center development unless they are in industrial areas, but has not yet approved a project since the ordinance was crafted, making this now a de facto no-go zone for developers. This went against the requests of the county zoning board, which recommended making the project site as industrial. If that pattern sounds familiar to you, that’s because you recognize it from the many cases we’ve seen in solar and wind development where political officials similarly override zoning staff.

2. St. Joseph County, Indiana – Thousands of miles away from Arizona, a similar division is dominating the fight over whether to enact a 2-year moratorium on data centers in the county home of South Bend.

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Q&A

What Nevada’s Democratic Candidate for Governor Would Do About Data Centers

A conversation with Nevada attorney general Aaron Ford

Aaron Ford.
Heatmap Illustration

This week’s conversation is with Nevada attorney general Aaron Ford, the Democratic candidate for governor in the state. His campaign reached out recently asking if I wanted to chat about what he’d want to do on data center and energy policy, which is essentially catnip for a reporter like me. So we hopped on the phone and chatted about his approach to regulation as he seeks to oust the sitting GOP governor Joe Lombardo.

The following conversation was lightly edited and abridged for clarity.

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Spotlight

The Top Five States to Watch for Clean Energy Policy

What’s the matter with Wisconsin?

The Texas statehouse and clean energy.
Heatmap Illustration/Getty Images

The most important states to watch for the future of renewable energy policy sit at the nexus of the data center backlash.

Over the last week, I’ve pored over what I believe to be the top five most important spaces to watch for all things utility-scale solar, battery storage and transmission development: Texas, California, Arizona, Alabama and Wisconsin. I selected these five states because they either have some of the largest generation capacity (Texas, California, Arizona) or crucial statewide elections that could decide not only the future of renewable energy in the state but elsewhere across the country (Alabama, Wisconsin).

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