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Climate

AM Briefing: A Deadline Blown​

On the delayed Vineyard Wind 1 project, modular nuclear reactors, and America's sinking cities

Briefing image.
AM Briefing: BYD vs. Tesla
Heatmap Illustration/Getty Images

Current conditions: Parts of northern France are flooded after Storm Henk • China confirmed 2023 broke extreme heat records • A California-bound ship carrying 800 metric tons of lithium batteries is stuck in Alaska, riding out a major winter storm.

THE TOP FIVE

1. Tesla and Rivian release Q4 sales numbers

Tesla and Rivian yesterday reported their production and sales figures for the final three months of 2023: Tesla delivered 484,507, besting expectations. Rivian, a newcomer still trying to secure itself a foothold in the market, delivered 13,972 cars over the same time period, missing estimates by a hair. “The two companies’ numbers serve as snapshots of both the promise and peril of auto electrification as we roll into 2024,” writes Matthew Zeitlin at Heatmap. Tesla, having been overtaken by BYD in the global EV market, must now focus on scaling beyond the early EV adopters. Rivian, however, is at a very different stage, Zeitlin says: “not the early days of using investor money to develop a new vehicle, but the next stage, where you have an actual car to sell but you have to figure out a way to make money doing it.”

2. Vineyard Wind 1 project misses 2023 grid deadline

One of America’s first large-scale offshore wind farms missed its deadline to start supplying energy to the grid by the end of 2023. The Vineyard Wind 1 project is situated about 15 miles south of Martha’s Vineyard and will eventually consist of 62 turbines that can power more than 400,000 homes and businesses in Massachusetts. Its first five turbines have been installed, and things were looking good for a December 31 launch. But at the very last minute a spokesperson said the project needed more testing. No timeline was given but the spokesperson said the goal was to “deliver power to shore soon.” The project was supposed to be fully operational by the middle of 2024 but developers have now “clarified” that the timeline is sometime within 2024. In December, the South Fork Wind project in New York became the first utility-scale offshore wind farm to generate power in the U.S.

3. U.K. fossil fuel electricity generation drops to 66-year low

The amount of the United Kingdom’s electricity that came from fossil fuels dropped by 22% last year to the lowest level since 1957, according to CarbonBrief. Electricity from coal, oil, and gas peaked in 2008 but has since plummeted thanks to the rapid expansion of renewables like wind and solar, a drop in electricity demand, and a boost in electricity imports. Coal use is down 97% since 2008; gas is down by 45%. Meanwhile, renewables output has increased six-fold, and last year renewable energy was the UK’s single largest source of power. “Overall, the electricity generated in the UK in 2023 had the lowest-ever carbon intensity,” CarbonBrief concludes.

On the flip side, UK power generation from nuclear plants dropped to a 42-year low last year as old stations were decommissioned. Without more nuclear power to fall back on during cloudy or wind-free days, the country may have to rely more on fossil fuels, explains Bloomberg.

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  • 4. Wyoming carbon removal project would rely on small modular nuclear reactors

    A major carbon removal project planned for Wyoming would rely on small modular nuclear reactors – a new kind of nuclear power plant that has never been built in the U.S. – prompting concerns about its feasibility, reports E&E News. Climate tech startup CarbonCapture recently received more than $10 million from the Department of Energy to explore plans for a direct air capture hub in Wyoming, dubbed “Project Bison.” Scientists say removing carbon from the air is necessary to help fight global warming. Small modular reactors could, in theory, provide carbon capture facilities with emissions-free power, but the nation’s first small modular reactors were axed last year as costs spiraled out of control. “It adds complication upon complication,” says Wil Burns, co-director of American University’s Institute for Carbon Removal Law and Policy. “You’re starting off with a complex new technology, and now you’re trying to wed another complex technology, including one that’s in transition.”

    CarbonCapture

    5. Study: Major East Coast cities are sinking

    New research from Virginia Tech and the U.S. Geological Survey finds that major cities on the East Coast – from New York to Virginia Beach – are sinking. The team analyzed satellite data to spot land subsidence and found that some areas are sinking by as much as 5 millimeters per year. This subsidence, when combined with sea level rise caused by climate change, means essential structures like roads to airports are at risk in many major U.S. cities. “The problem is that the hotspots of sinking land intersect directly with population and infrastructure hubs," says lead author Leonard Ohenhen.

    THE KICKER

    If you’re a journalist seeking comment on last year’s record temperatures, look no further than climate scientist Andrew Dressler’s “last year was hot” auto-response:

    X/AndrewDressler

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    Energy

    All the Nuclear Workers Are Building Data Centers Now

    There has been no new nuclear construction in the U.S. since Vogtle, but the workers are still plenty busy.

    A hardhat on AI.
    Heatmap Illustration/Getty Images

    The Trump administration wants to have 10 new large nuclear reactors under construction by 2030 — an ambitious goal under any circumstances. It looks downright zany, though, when you consider that the workforce that should be driving steel into the ground, pouring concrete, and laying down wires for nuclear plants is instead building and linking up data centers.

    This isn’t how it was supposed to be. Thousands of people, from construction laborers to pipefitters to electricians, worked on the two new reactors at the Plant Vogtle in Georgia, which were intended to be the start of a sequence of projects, erecting new Westinghouse AP1000 reactors across Georgia and South Carolina. Instead, years of delays and cost overruns resulted in two long-delayed reactors 35 miles southeast of Augusta, Georgia — and nothing else.

    Keep reading...Show less
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    Q&A

    How California Is Fighting the Battery Backlash

    A conversation with Dustin Mulvaney of San Jose State University

    Dustin Mulvaney.
    Heatmap Illustration

    This week’s conversation is a follow up with Dustin Mulvaney, a professor of environmental studies at San Jose State University. As you may recall we spoke with Mulvaney in the immediate aftermath of the Moss Landing battery fire disaster, which occurred near his university’s campus. Mulvaney told us the blaze created a true-blue PR crisis for the energy storage industry in California and predicted it would cause a wave of local moratoria on development. Eight months after our conversation, it’s clear as day how right he was. So I wanted to check back in with him to see how the state’s development landscape looks now and what the future may hold with the Moss Landing dust settled.

    Help my readers get a state of play – where are we now in terms of the post-Moss Landing resistance landscape?

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    Hotspots

    A Tough Week for Wind Power and Batteries — But a Good One for Solar

    The week’s most important fights around renewable energy.

    The United States.
    Heatmap Illustration/Getty Images

    1. Nantucket, Massachusetts – A federal court for the first time has granted the Trump administration legal permission to rescind permits given to renewable energy projects.

    • This week District Judge Tanya Chutkan – an Obama appointee – ruled that Trump’s Bureau of Ocean Energy Management has the legal latitude to request the withdrawal of permits previously issued to offshore wind projects. Chutkan found that any “regulatory uncertainty” from rescinding a permit would be an “insubstantial” hardship and not enough to stop the court from approving the government’s desires to reconsider issuing it.
    • The ruling was in a case that the Massachusetts town of Nantucket brought against the SouthCoast offshore wind project; SouthCoast developer Ocean Winds said in statements to media after the decision that it harbors “serious concerns” about the ruling but is staying committed to the project through this new layer of review.
    • But it’s important to understand this will have profound implications for other projects up and down the coastline, because the court challenges against other offshore wind projects bear a resemblance to the SouthCoast litigation. This means that project opponents could reach deals with the federal government to “voluntarily remand” permits, technically sending those documents back to the federal government for reconsideration – only for the approvals to get lost in bureaucratic limbo.
    • What I’m watching for: do opponents of land-based solar and wind projects look at this ruling and decide to go after those facilities next?

    2. Harvey County, Kansas – The sleeper election result of 2025 happened in the town of Halstead, Kansas, where voters backed a moratorium on battery storage.

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