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Here’s a grim fact: The most destructive fires in recent American history swept over a state with the country’s strictest wildfire-specific building code, including in some of the neighborhoods that are now largely smoldering rubble.
California’s wildfire building code, Chapter 7A, went into effect in 2008, and it mandates fire-resistant siding, tempered glass, vegetation management, and vents for attics and crawlspaces designed to resist embers and flames. The code is the “most robust” in the nation, Lisa Dale, a lecturer at the Columbia Climate School and a former environmental policy advisor for the State of Colorado, told me. It applies to nearly any newly built structure in one of the zones mapped out by state and local officials as especially prone to fire hazard.
The adoption of 7A followed years of code development and mapping of hazardous areas, largely in response to devastating urban wildfires such as the Tunnel Fire, which claimed more than 3,000 structures and 25 lives in Oakland and Berkeley in 1991, and kicked off renewed efforts to harden Californian homes.
The Federal Emergency Management Agency’s report on the 1991 fire makes for familiar reading as the Palisades and Eaton fires still smolder. The wildland-urban interface, it says, was put at extreme risk by a combination of dry air, little rainfall, hot winds blowing east to west, built-up vegetation that was too close to homes, steep hills, and limited access to municipal water. The report also castigates the “unregulated use of wood shingles as roof and siding material.”
This was not the first time a destructive fire on the wildland-urban interface had been partially attributed to ignitable building materials. The 1961 Bel-Air fire, for instance, which claimed almost 200 homes, including that of Burt Lancaster, and the 1959 Laurel Canyon fire were both, FEMA said, evidence of “the wood roof and separation from natural fuels problems,” as were fires in 1970 and 1980 near where the Tunnel Fire eventually struck in 1970 and 1980.
But it was the sheer scale of the Tunnel Fire that prompted action by California lawmakers.
Throughout the 1990s, fire-resilient roofing requirements were ramped up, designating which materials were allowed in fire hazard areas and throughout the state. By all accounts, the building code works — but only when and where it’s in force. Dale told me that compliant homes were five times as likely to survive a wildfire. Research by economists Judson Boomhower and Patrick Baylis found that the code “reduced average structure loss risk during a wildfire by 16 percentage points, or about a 40% reduction.”
“The challenge from the perspective of wildfire vulnerability is that those codes are relatively recent, and the housing stock turns over really slowly, so we have this enormous stock of already built homes in dangerous places that are going to be out there for decades,” Boomhower told me.
The 7A building code applies only to new buildings, however. In long-settled areas of California like Pacific Palisades, which has little new housing construction or even existing home turnover due to high costs and permitting complications, especially in areas under the jurisdiction of the California Coastal Commission, many houses are not just failing to comply with Chapter 7A, but also with any housing code at all.
Looking at which homes had survived past fires, Steve Quarles, who helped advise the California State Fire Marshal on developing 7A, told me, “What really mattered was if it was built under any building code.” Many homes destroyed by the fires in Los Angeles likely were not. In Pacific Palisades, fire management is a frequent topic of concern and discussion. But as late as 2018, local media in Pacific Palisades noted that the area still had some homes with wood shingle roofs.
While a complete inventory of homes lost in the Palisades and Eaton fires has yet to be taken, the neighborhoods were full of older homes. According to CalFire incident reports, of the almost 47,000 structures in the zone of the Palisades Fire, more than 8,000 were built before 1939, and 44,560 were built before 2009. For the Eaton Fire area, of the around 41,000 structures, almost 14,000 were built before 1939, and only around 1,000 were built since 2010.
A Pacific Palisades home designed by architect Greg Chasen and built in 2024, however, survived the fire and went viral on X after he posted a photo of it still standing after the flames had moved through. The home embodied some of the best practices for fire-safe building, according to Bloomberg, including keeping vegetation away from the building, a metal roof, tempered glass, and fire-resistant siding.
When Michael Wara, the director of Stanford University’s Climate and Energy Policy Program, spoke with firefighters and insurance industry officials in the process of drafting a 2021 report for the Stanford Woods Institute for the Environment on strategies for mitigating wildfire risk, they told him that, from their perspective, wildfires are often a matter of “home ignition,” meaning that while building near forested areas puts any home at risk, the risk of a home itself igniting varies based on how it’s built and the vegetation clearance around it. “Existing homes in high fire threat areas” built before the implementation of California’s wildfire building codes, Wara wrote, “are a massive problem.” At the time he published the paper, there were somewhere between 700,000 and 1.3 million pre-building code homes still standing in “high or very high threat areas.”
The flipside of focusing on “home ignition” and the building code is that the building code works better over time, as more and more homes comply with it thanks to normal turnover, people extensively renovating, or even tearing down old homes — or rebuilding after fires. Homes that are close to homes that don’t ignite in a fire are more likely to survive.
One study that looked at the 2018 Camp Fire, which destroyed more than 18,000 structures and claimed more than 80 lives in the Northern California town of Paradise, sampled homes built before 1997, between 1997 and 2018, and from 2018 onwards, and found that only 11.5% of pre-1997 homes survived, compared to 38.5% from 1997 and after. The researchers also found that building survivability had a kind of magnifying effect, with distance from the nearest destroyed structure and the number structures destroyed in the immediate area among “the strongest predictors of survival.”
“The more homes that comply, the less chance you get those structural ignitions and the less chance you get those huge disasters like this,” Doug Green, who manages Headwaters Economics’ Community Assistance for Wildfire Program, told me. “It takes people doing the right thing to their own home — dealing with vegetation, making sure roofs are clean, having right roofing. It’s really a community-wide strategy to stop fires that happen like this.”
But just as any home hardening — or just building to code — is more effective the more the homes around you do it as well, it’s just as true in reverse. “If your next door neighbors don’t do that work, the effectiveness of your efforts will be less,” Dale said. “Building codes ultimately work best when we get an entire landscape or neighborhood to adopt them.”
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Emails between the Pennsylvania governor’s office and Amazon illustrate the difficulty of courting big business as anti-AI fervor explodes.
On March 6, Pennsylvania real estate mogul Brian O’Neill shot a panicked email to Benjamin Kirshner, a top state official, with a plea to the governor.
Amazon, wrote the property developer, had just told him “in writing, and I have sent you the e-mail, that they will not be doing any projects in Pennsylvania until they get certainty that the projects they have invested in can move forward. In conversations, they have pointed out to us that they have been appealed in EVERY project at EVERY turn,” O’Neill told Kirshner, Governor Josh Shapiro’s chief transformation and opportunity officer, referring to local governments rejecting the company’s permit applications. His own project in the Philadelphia suburb of Conshohocken had been blocked in November.
O’Neill then pleaded for the governor to “make sure we are not going to get appealed frivolously by people who just want to slow us down for sport like Amazon,” asking the governor to force those who challenge zoning decisions to post a bond double the value of the project. “If a $2 billion development is postponed due to an appeal, they should have to post a bond for $4 billion,” he wrote.
Kirshner forwarded the request to top officials in the Shapiro administration with a “FYI.”
What if anything came out of this correspondence we don’t know. The Shapiro administration told me it did not respond to O’Neill’s email. When asked if it supported his idea, the governor’s office declined to say, simply stating that the idea would require legislation, which has not been introduced. A representative for O’Neill told me they would supply a response but did not follow up. When asked about the email, Amazon gave me a statement from an unnamed spokesperson stating the company “has a deep and ongoing commitment to Pennsylvania.”
The whole exchange exemplifies the mess Shapiro — or any governor and future presidential hopeful — finds themselves in as an AI data center boom they welcomed runs headlong into a bitter backlash.
Shapiro is not the only state executive being forced to respond to the loud and opposing interests of real estate developers and voters concerned about the rapid pace and lack of transparency of the AI buildout. In Maine, Governor Janet Mills last week vetoed a statewide data center ban, much to the chagrin of the Democratic voter base she’ll need to win a U.S. Senate primary against insurgent progressive upstart Graham Platner.
On the one hand, there’s a lot for a governor to love in the explosion of data center development. The AI revolution has helped Pennsylvania’s economy grow during an overall difficult moment for the U.S. economy. Having announced last June that he was going “all in on AI,” Shapiro has coaxed billions of dollars in Big Tech investment to his state. Reports pin the planned data center investment in Pennsylvania at $100 billion total. Roughly a fifth of that total is from Amazon, which in 2025 announced that it would build more than $20 billion in AI infrastructure in the Commonwealth.
On the other hand, Pennsylvania — a key battleground for anyone seeking the White House — has become a bellwether for the country’s fears about data centers. Many in the state are worried the developments could disrupt the energy grid and raise electricity bills. Depending on how they’re designed, these projects can either be boring box-shaped structures running computers and generating tax revenue or noisy polluters draining local aquifers.
Since late 2024, 26 data center projects have attracted at least some degree of public opposition in Pennsylvania, according to the Heatmap Pro database, which shows the frustrations are widespread across regions, political affiliations, and socioeconomic classes. Most local complaints have focused water consumption, noise, energy consumption, and pollution. My own reporting has also found secrecy to be a major complaint; real estate developers are in many cases getting approval to build data center campuses without telling the public who may inherit these facilities after they’re completed.
Emails obtained by Heatmap News from a grassroots organizer in rural Pennsylvania provide a glimpse into how Shapiro has navigated the intensifying drumbeat against data centers. These records — more than 150 pages of correspondence between Shapiro’s office, Amazon, and others in the tech and real estate industries — paint a vivid picture of how the rumored 2028 Democratic presidential contender initially sought to woo Amazon, then sought to balance that pro-business approach with rising angst against AI and data centers.
For example, in April 2025, months before Amazon announced its $20 billion investment, Shapiro’s office offered the tech giant “exclusive early access” to a permitting fast track program not yet available to the public. Kirshner described the provision to Amazon as an “enhanced permit coordination framework established specifically for Amazon Web Services (AWS) development projects within Pennsylvania.” According to a memo included in the emails bearing the governor’s insignia, the state would help AWS “be among the first companies” to utilize a new program that lets third-party contractors complete parts of the permit application review process.
This program — known as SPEED, or Streamlining Permits for Economic Expansion and Development — was created through state law in July 2024. Under the program, companies seeking specific environmental permits are granted permission to use approved outside hires to review applications and then give those recommendations to the state for use in decisions on permits. The goal of this is to expedite permit reviews overall.
Even though the program was created in 2024, it takes time to stand up a new government program like this. Members of the public were given formal access to apply for the SPEED program at the end of June 2025. This was months after the “exclusive” offer was sent to Amazon.
Notably, the memo is labeled “subject to a non-disclosure agreement dated effective as of Feb. 15, 2024.” The use of NDAs between governments and data center developers is controversial because the agreements swear public officials to secrecy, making them answerable not to the public but rather to private entities within the scope of the contract. In Minnesota, lawmakers have explicitly tried to shed light on data center development by banning local political leaders from entering into NDAs. So controversial is this practice that Microsoft issued a public pledge to stop using NDAs with local governments.
Rosie Lapowsky, Shapiro’s press secretary, confirmed in a statement to me that the administration had given Amazon advance notice of the SPEED program and offered to help it navigate the permitting process, but said that AWS has not so far used the program for any projects.
As for the NDA, it’s not clear what the terms of the agreement referenced in the offer were, who in the office signed it, and whether Shapiro himself was bound by it. This is not the first time NDAs have come up within the Shapiro administration, however. Spotlight PA, an investigative news outlet, reported in 2023 that members of his transition team signed NDAs.
Amazon declined to say whether it had asked anyone in the Shapiro administration to sign a NDA. Shapiro’s office would not provide additional information on whether the governor, any top state officials — including Kirshner, the main signatory of the memo — or any of the governor’s staff are under a NDA with Amazon.
I obtained this window into the Shapiro administration from Colby Wesner, vice president of the grassroots organization Concerned Citizens of Montour County in Pennsylvania. By day, Wesner works in pediatric medicine, but he’s become a well-known figure in tech-anxious corners of Facebook for posting simple videos in which he details the findings of public records requests he submits to attempt to understand Amazon’s data center development practices in the Keystone State.
He first became involved in the fight against data centers, he told me, when developer Talen Energy asked Montour County to rezone hundreds of acres for industrial use. As I chronicled in February, Wesner and others suspected it was for an Amazon data center, but local officials wouldn’t say. Activists grew especially frustrated with this silence after discovering that county staff and at least one county commissioner had signed NDAs against discussing data center development. Wesner wound up discovering that one project was indeed for Amazon, and his video unveiling his findings sparked a local outcry.
“The more you learn, the more you crave to get more information to figure out how secretive these projects generally are, and how non-transparent the state government is,” Wesner told me. “Me personally, I feel obligated to keep doing this because it started from our small county, but Pennsylvania counties across the state are reeling from this.”
To be clear, there are some data center projects in Pennsylvania that Amazon has gotten behind publicly as it sought to develop them, such as this one in Salem Township and this one in Falls Township. Shapiro mentioned both projects in his June 2025 speech announcing Amazon’s $20 billion data center investment in the state, which he said was the single largest capital investment in the Commonwealth’s history.
“Our administration is actively engaged with Amazon on additional sites in our Commonwealth, helping them to secure local support, developing the infrastructure needed to support more data centers and ensure our permitting process works quickly,” Shapiro said at the time, crediting these investments to faster permits that “give confidence to companies like Amazon that their projects will get built on time.”
The emails from Wesner show that Amazon was involved in another project in the state it has not yet confirmed to date: Project Hazelnut in Hazle Township, which is currently under development by real estate firm NorthPoint.
According to tech trade publication Data Center Dynamics, the first public reference to Project Hazelnut was actually from Shapiro, who embraced the project site as a preferred location for tech development and faster permitting. In November 2024, he hosted an event there to publicize a new executive order establishing a statewide “permit fast track” program and identified Project Hazelnut as one of the first to benefit. In a press release, his office said the project was a “transformative technology campus” that “exemplifies Governor Shapiro’s commitment to growing Pennsylvania’s economy all across the Commonwealth by improving permitting processes, reducing delays, and increasing our competitiveness by ensuring government operates at the speed of business.”
It was apparently only afterward, in January 2025, that residents in the surrounding Hazle township learned what Project Hazelnut was: a roughly 1,300-acre campus that would purportedly include 15 data center buildings.
Over the months that followed, getting Hazelnut built was clearly on the Shapiro administration’s minds, as its permitting status was listed alongside the Salem and Falls township projects in the “exclusive” permitting benefit the governor’s office offered the tech giant in April 2025. The memo states that NorthPoint, not Amazon, is “the developer,” but also says Amazon would work on submitting air and storage tank permitting information. Elsewhere in the memo it states that Amazon’s public association as developer of the Salem project led to “multiple challenges” in the permitting process.
Over the summer, Ethan Dodd, a reporter for Real Clear Politics’ Pennsylvania blog, reached out to Amazon asking questions about Project Hazelnut and other data centers in Pennsylvania. “Governor Shapiro’s office thought you would be best to answer these.”
This email immediately led to worries at Amazon. “It appears from the inquiry and the fact that the Gov’s office has directed the reporter to Amazon for more details they may have outed us on a project,” wrote Preston Grisham, who was then a D.C.-based policy lead at Amazon, to Becky Ford, an executive on Amazon’s economic development team.
Ford then forwarded these concerns to Shapiro’s office. “Please see the inquiry below,” Ford wrote to Kirshner and Rick Siger, head of Pennsylvania’s Department of Community and Economic Development. She asked to know who told the reporter to contact Amazon and said Hazelnut was not a site they had “disclosed.”
“In talking to the team we absolutely did not confirm or discuss anything about AWS and Hazelnut,” Siger replied, accusing local residents of “speculating about AWS at Hazelnut — though we did not comment/confirm.”
Kirshner followed up, accusing the reporter of “attempting to create a narrative” and adding: “We did absolutely not tell this reporter that Northpoint was AWS.”
Months later, locals succeeded in pressuring Hazle to reject Project Hazelnut. NorthPoint has appealed the denial in court, as state environmental regulators under Shapiro have continued to advance the project’s environmental permit applications. NorthPoint did not respond to requests for comment. Amazon did not comment on whether it is involved with Project Hazelnut.
Hazelnut’s continued progress is happening as at least one data center project benefiting from the state’s fast-track permitting programs has stalled out. Earlier this week, The Washington Post reported that the permitting application for Project Gravity, another large would-be tech hub, had been put on hold pending additional information from the developer. As in the case of Hazelnut, locals in the tiny township of Archbald learned that Gravity would be a sprawling data center campus, one of a multitude of data center proposals in the area causing chaos between residents and local leadership.
Lapowsky stressed in the statement to me that state agencies in charge of permitting handle applications based on existing law, which includes opportunities for public input and appeal.
Amidst this anger, Shapiro has started to work rhetoric into his public comments saying he feels the pain of places like Hazle. In his February State of the State address, he laid out what he called “the Governor’s Responsible Infrastructure Development” principles, or GRID. He said that these standards, developed by his administration “in consultation with the community,” would “hold data centers accountable to strict standards if they want our full support.”
Three of the four standards struck me as standard fare. Developers would need to bring their own power or pay for new generation; companies would need to hire and train local workers; and they would need to commit to high environmental protection standards. One, though, stood out to me: Shapiro would make developers “commit to strict transparency standards.”
“Too many of these projects have been shrouded in secrecy, with local communities left in the dark about who is coming in and what they’re building,” he said. “That needs to change.”
The same day Shapiro gave that speech, Siger wrote Amazon to assure them the principles “are intended to be voluntary and Shapiro is “not proposing to ban or even discourage data centers or other large loads that don’t agree to implement them from siting here.”
Shapiro’s team also wanted to make sure Amazon got an advance look at the official “principles” before they were made formal and effective. On March 18, Shapiro’s deputy chief of staff Samuel Robinson wrote Ford and Merle Madrid, an Amazon lobbyist, with a “feedback draft of the principles” ahead of plans to “finalize and make the Principles public shortly.”
Amazon may have seen these principles, but I haven’t, and neither have most Pennsylvanians. More than two months since the State of the State address, Shapiro’s office has yet to release a formal outline of the governor’s data center development principles. The “feedback draft” itself wasn’t included in the cache of emails, nor was Amazon’s response, nor is it clear whether any other large tech companies may have received an advance consultation copy.
In the statement provided by the governor’s office, Lapowsky told me that the Shapiro administration is working to finalize and implement these standards and will release more details in the coming weeks, pointing to the GRID principles as outlined in the governor’s speech.
“These standards make clear that if companies want the Commonwealth’s full support — including access to tax credits and faster permitting — they must meet strict expectations around transparency, environmental protection, and community impact,” Lapowsky said. “This is about setting a higher bar for projects, not lowering it, and ensuring development happens responsibly and in a way that benefits Pennsylvanians.”
What we do know is that Shapiro last year was generally sympathetic to hearing Amazon’s needs, too. In the only message from the governor himself that appears in the emails — an August 2025 note sent to Matt Garman, CEO of Amazon Web Services, after the two saw each other in Pittsburgh — Shapiro writes, “We are thankful and excited about AWS’ historic investment and I agree that our teams continue to work very well together and we continue to be committed to your success in PA. We also look forward to the Fall announcement of the additional sites in PA, and would love to collaborate and maximize the impact of those announcements and share the story of positive economic and community outcomes together.”
He concluded the email: “My door is always open should you have issues or ideas you wish to discuss. Please keep in touch.”
Current conditions: More than 200 damaging wind reports from Missouri to Indiana came in so far this week as a series of storms wraps up over the Central United States • South Sudan’s capital of Juba is roasting in temperatures nearing 100 degrees Fahrenheit as heavy storms threaten to add to existing floods • Gale warnings are in effect in the Philippine Sea and the South China Sea as a northeasterly monsoon churns up winds of up to 40 knots.
And then there were three. Last month, Dominion Energy’s Coastal Virginia Offshore Wind started generating electricity for the mid-Atlantic grid just days after Orsted’s Revolution Wind entered into service off the coast of Rhode Island. Now a third U.S. offshore wind project is fully up and running. On Monday, Massachusetts Governor Maura Healey announced that Vineyard Wind had activated its electricity contracts with utilities, setting fixed prices for the 800-megawatt project 15 miles south of Martha’s Vineyard and Nantucket over the next 20 years. In a press release, Healey said the power purchase agreements will save Massachusetts ratepayers roughly $1.4 billion in electricity costs throughout these next two decades. “Throughout one of the coldest winters in recent history, Vineyard Wind turbines powered our homes and businesses at a low price and now that price goes even lower with the activation of these contracts,” Healey said in a statement. “Especially as President Trump is taking energy sources off the table and increasing prices with his war in Iran, we should be leaning into more American-made wind power.” Vineyard Wind first began selling power to the market in 2024, but at what The New Bedford Light called “fluctuating and at times higher prices.” As of this week and for the next year, the price will be set at $69.50 per megawatt-hour.
That hasn’t stopped the Trump administration from finding new ways to terminate other offshore wind projects. As I wrote yesterday, the Department of the Interior announced that two more projects — Bluepoint Wind off the coast of New Jersey and Golden State Wind off California — had taken the administration up on its offer to pay back the leasing costs up to a combined nearly $900 million in exchange for the developers abandoning the bids and agreeing not to pursue other offshore wind deals in the U.S. “We did not take this decision lightly,” Michael Brown, the CEO of Ocean Winds North America, told Heatmap’s Emily Pontecorvo in an emailed statement. “But when the underlying conditions in a market change, we must adapt. In this case, receiving a refund for the lease payments we had invested and exiting on agreed terms was the right outcome for our shareholders and partners.”
The United Arab Emirates said Tuesday it would withdraw from the Organization of the Petroleum Exporting Countries, shrinking the world’s biggest oil-producing cartel to just 11 nations. The decision takes effect on May 1. The announcement came ahead of Wednesday’s latest OPEC meeting in Vienna. Abu Dhabi said it will also quit the broader OPEC+ supergroup that includes non-members led by Russia. In a post on X, Sultan Al Jaber — who serves as the UAE’s minister of industry and advanced technology, the chief executive of the Abu Dhabi National Oil Company, and the chairman the country’s leading clean energy firm Masdar — said his nation had “taken a sovereign decision in line with its long-term energy strategy, its true production capability, and its national interest.” The National, Abu Dhabi’s state-owned English-language newspaper, wrote that “independence from OPEC will give the UAE, which accounts for roughly 4% of global oil production, more flexibility and responsiveness in managing the oil market.”
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The Interior Department’s Bureau of Land Management has issued a new categorical exclusion for geothermal, freeing developers from the requirement to carry out environmental reviews at yet another key step in the drilling process. The regulatory change marks the third new categorical exclusion for geothermal issued in the past two years. That comes after what Joel Edwards, the co-founder of the geothermal startup Zanskar, said in a post on X was a period of about 20 years “without any new” exclusions. In April 2024, pre-leasing and surveying got a categorical exclusion. In January 2025, a new categorical exclusion covered postleasing, drilling, and flow-testing on areas of up to 20 acres. Now this latest step will allow for an exemption on pre-leasing activities such as drilling up to 10 acres. “Very nice to see the agency continuing to streamline permitting,” Edwards wrote. “Still more bottlenecks to work out, but we’re moving in the right direction.”
On Tuesday, meanwhile, Senators Catherine Cortez Masto, a Democrat from Nevada, and Lisa Murkowski, a Republican from Alaska, introduced legislation to boost federal funding for next-generation geothermal research, development, and commercialization. “The U.S. is at the forefront of geothermal energy innovation, and this bill has the potential to strengthen global leadership, boost competitiveness, and accelerate the next generation of clean firm technologies,” Terra Rogers, director for superhot rock energy at Clean Air Task Force, said in a statement. “This nation has vast, underutilized next-generation geothermal and superhot rock potential.”
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CATL, the world’s largest battery market, has signed the world’s largest-ever order for sodium-ion batteries, the technology widely discussed as a potentially cheaper and more abundant alternative to the lithium power packs that propel electric vehicles and increasingly back up the grid. The Chinese giant inked a deal for 60 gigawatt-hours of batteries with the energy storage integrator HyperStrong. The deal marks what CATL calls proof that it has “overcome the challenges of the entire sodium-ion battery mass production chains,” prompting some experts to describe the agreement to Electrek as a potential “DeepSeek moment,” a reference to the Chinese artificial intelligence model that shook up the global industry with its affordability and nimbleness.
Sodium-ion batteries have seemed like the “next big thing” for years now, but as Heatmap’s Katie Brigham has reported, the industry has faced something of a curse when it comes to manufacturing, though new startups are attempting to overcome that problem.

Fuel loading has begun at Bangladesh’s first nuclear power station. The uranium rods could be in place in the Rooppur Nuclear Power Plant, made up of two VVER-1200 reactors designed and built by Russia’s state-owned Rosatom, in as little as 45 days. The plant will vault Bangladesh into the group of 31 nations that harness the power of splitting atoms for electricity production. “Today, Bangladesh joined the club of countries using peaceful nuclear energy as a reliable source of sustainable development,” Rosatom Director General Alexei Likhachev said in a statement to World Nuclear News. “The Rooppur Nuclear Power Plant will undoubtedly become a vital element of the country's energy system. For Rosatom, this project is another important step in the development of global nuclear energy and in strengthening friendly relations with our international partners.” When the plant generates its first power for the grid later this year, it will complete a project first planned when the country was known as East Pakistan.
When my high school girlfriend made my first Facebook account, I never imagined that, about 20 years later, the social network’s parent company would be trying to harvest electricity for its servers from outer space. But this week, Meta announced a deal with the startup Overview Energy, which aims to beam light from thousands of satellites to solar farms that power data centers at night, effectively making solar a 24-hour power source. Overview CEO Marc Berte said the goal is to launch the satellites by 2030, with what TechCrunch called “a goal of flying 1,000 spacecraft in geosynchronous orbit, a high orbit in which each satellite remains fixed above the same point on Earth.”
There are at least two more developers in a position to trade offshore leases for fossil fuel investment.
The Trump administration inked two more agreements to cancel offshore wind leases and reimburse the former leaseholders nearly $1 billion on Monday, demonstrating that its previous deals with TotalEnergies was not a one-off legal settlement but rather a new, repeatable strategy to throttle the industry.
Just like the deal with Total, the Interior Department is painting the agreement as a quid pro quo, where the companies will be reimbursed only after they invest an equivalent amount of money into U.S. oil and gas projects. There are a handful of remaining companies sitting on undeveloped offshore wind leases that could conceivably make similar deals. If they do, the cost to taxpayers could exceed $4 billion.
This latest deal will cancel leases for two projects, known as Bluepoint Wind and Golden State Wind. Bluepoint, a project off the coast of New York and New Jersey, was a joint venture between Global Infrastructure Partners, an investment firm owned by asset manager BlackRock, and Ocean Winds, which itself is a joint venture between the French energy company Engie and the developer EDP Renewables. The companies initially paid $765 million to acquire the lease.
The Interior Department announcement states that Global Infrastructure Partners has committed to investing that amount into an unspecified U.S. liquified natural gas facility. The firm is already a major investor in several U.S. LNG projects; alongside TotalEnergies, it reached a final investment decision last September for the expansion of the Rio Grande export terminal. If the lease cancellation agreement resembles the one struck with Total, as the Interior Department’s announcement suggests, Global Infrastructure Partners will be able to count this existing investment toward its total.
Golden State, one of the first leases sold off the Pacific coast, was a joint venture between Ocean Winds and the Canada Pension Plan Investment Board, an investment firm. The companies purchased it for $120 million. The government’s announcement is less specific about who will invest that money into what, noting only that it will be paid back after “an investment has been made of an equal amount in the development of U.S. oil and gas assets, energy infrastructure, and/or LNG projects along the Gulf Coast.” The Canada Pension Plan Investment Board has multiple investments in oil and natural gas pipelines and productions throughout the U.S. While Engie buys LNG from the U.S., the company has generally not been involved in U.S. oil and gas projects. EDP Renewables focuses solely on renewable energy and its parent company, EDP Group, is a Portuguese utility.
The government’s leasing laws generally do not allow companies to walk away from their lease and receive a refund. The government can cancel leases if it determines development would harm the environment or threaten national security — two claims the Trump administration has made — but only after holding a hearing on the matter.
The Trump administration has engineered a different route. In the same vein as the TotalEnergies deal, it has reached legal settlements with the companies and intends to pay them out of the Judgment Fund, a reserve overseen by the Department of Justice that agencies can draw from to pay for settlements arising from litigation or imminent litigation.
“We did not take this decision lightly,” Michael Brown, the CEO of Ocean Winds North America, told me in an emailed statement. “But when the underlying conditions in a market change, we must adapt. In this case, receiving a refund for the lease payments we had invested and exiting on agreed terms was the right outcome for our shareholders and partners.”
As I’ve reported previously, some legal experts are dubious that the circumstances constitute a legitimate use of the Judgment Fund. The agreement with Total was predicated on a series of “what if” scenarios — the Trump administration says it would have paused the company’s projects, which would have led Total to sue for breach of contract. Neither party actually did those things, instead negotiating these tit-for-tat trades with Trump.
Legal experts told me the only parties with the legal standing and the financial means to challenge the agreements are the states. I contacted the attorneys general offices in New York and New Jersey, which declined to comment, and California, which did not reply to my inquiry.
There are at least two remaining offshore wind developers who would be in a position to angle for a similar payout. RWE, a German energy company, paid $1.1 billion in 2022 to purchase a lease off the coast of New York and New Jersey for a project called Community Offshore — the most any company has paid to date for U.S. offshore wind development rights.
RWE, which previously focused its U.S. business on renewable energy, announced in March that it was developing 15 natural gas peaker plants in the U.S. In addition to Community Offshore, the company also bought rights to a lease in the Pacific for $121 million, and another in the Gulf of Mexico for about $4 million. The company did not respond to a request for comment, but its CEO has publicly suggested that it would be interested in getting its money back.
Another potential seller is Invenergy, which purchased a lease off the coast of New York and New Jersey in 2022 for $645 million for its Leading Light project. It also holds the rights to a Pacific lease bought for $112 million, and two in the Gulf of Maine, for which it paid about $9 million. The company is actively expanding its natural gas power plant fleet in the U.S. Invenergy declined to comment for this story.
The remaining companies that might be eligible for such deals paid much less for their offshore wind leases — BP, for example, paid just $135 million to obtain the lease for its Beacon Wind project in the Northeast. Duke Energy paid $130 million for a lease near North Carolina. BP’s offshore wind arm, JERA Nex bp, declined to comment on whether it would be amenable to a deal. Duke did not respond to my inquiry.
A company called EDF, a U.S. subsidiary of the French state-owned utility EDF Group, is sitting on a hefty $780 million lease, but the company is a renewables developer. There are no indications that its parent company is interested in expanding its natural gas pipeline in the U.S.
While Equinor and Dominion both have fossil fuel projects in the U.S., it seems unlikely they would reach similar deals for their remaining leases, given that they have already sued the Trump administration for halting work on offshore wind projects that were already under construction — Equinor’s Empire Wind and Dominion’s Coastal Virginia Offshore project.
Notably, Ocean Winds still has one remaining lease after this week’s deal, which it purchased on its own — not as a joint venture — in 2018, under the first Trump administration. Its SouthCoast Wind project off the coast of Massachusetts has nearly all of its approvals, though Trump’s Day One moratorium on offshore wind permits delayed construction. A subsequent lawsuit in March of last year from the city and county of Nantucket challenged the project’s Construction and Operations permit, typically the final federal approval for offshore wind farms. A federal judge ordered the permit to be sent back to the Bureau of Ocean Energy Management for reconsideration last fall; according to court filings, that process is ongoing.
If RWE, Invenergy, Duke, and BP each reached similar deals with the Trump administration, that would mean a total of just over $4 billion paid out of the Judgment Fund to cancel offshore wind leases, including the four existing deals. For context, the total amount the government paid to parties out of the Judgment Fund across all federal agencies in 2025 was about $4.4 billion, according to Treasury data. Annual totals over the last decade range between $1.7 billion in 2017 and $8.4 billion in 2020.