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Climate

EPA Union Gets Behind Harris

On an important endorsement, Ford’s earnings report, and tree bark

EPA Union Gets Behind Harris
Heatmap Illustration/Getty Images

Current conditions: Typhoon Gaemi made landfall in Taiwan with the force of a Category 3 major hurricane • Large hailstones pelted Verona, Italy • Tropical Storm Bud formed in the Eastern Pacific, but is expected to dissipate by the weekend.

THE TOP FIVE

1. Vineyard Wind turbine fiasco linked to manufacturing defect

The blade that snapped off an offshore turbine at the Vineyard Wind project in Massachusetts on July 13 broke due to a manufacturing defect, according to GE Vernova, the turbine maker and installer. During GE’s second quarter earnings call yesterday, CEO Scott Strazik and Vice President of Investor Relations Michael Lapides said the company had identified a “material deviation” at one of its factories in Canada and would “re-inspect all of the blades that we have made for offshore wind.” At a public meeting in Nantucket last night, Roger Martella, GE Vernova’s chief sustainability officer, said there were two issues at play. The first was the manufacturing issue — basically, the adhesives applied to the blade to hold it together did not do their job. The second was quality control. “The inspection that should have caught this did not,” he said. Two dozen turbines have been installed as part of the Vineyard Wind project so far, with 72 blades total. GE Vernova has not responded to requests for clarification about how many of them originated at the Canada facility, reported Heatmap’s Emily Pontecorvo. Nantucket representatives are going to meet with Vineyard Wind next week to negotiate compensation for the costs incurred as a result of the accident.

2. Biggest EPA union endorses Harris

Vice President Kamala Harris got a little boost for her 2024 presidential bid yesterday with an endorsement from the American Federation of Government Employees Council 238. The group is the largest Environmental Protection Agency union – of the 750,000 government employees it represents, about 8,000 of them are with the EPA, accounting for just under half the agency’s permanent workforce. Last month the union issued its first-ever political endorsement, for President Biden’s re-election, saying he “supports and values the work of federal employees who are working tirelessly to face the climate emergency.” Shifting support to Harris “reaffirms” that endorsement. Former President Donald Trump rolled back many EPA rules during his time in office, including emissions regulations and environmental protections. He also gutted workplace protections for federal workers. Judging by the infamous Project 2025 playbook, Trump would seek to dramatically “restructure” and “streamline” the EPA to “reflect the principles of cooperative federalism and limited government,” and many workers reportedly fear their jobs will be on the line if he wins.

3. Ford Q2 earnings disappoint as EV losses mount

Ford’s stock is down about 13% in pre-market trading after yesterday’s disappointing Q2 earnings report. The automaker reported adjusted earnings of 46 cents per share, far below analysts’ expectations of 68 cents per share. The company cited unforeseen costs for repairing problems on slightly older vehicles that are still under warranty. But its EV losses grew, too, reaching $2.5 billion through the first half of 2024. CEO Jim Farley remained bullish in the earnings call, telling investors the company is committed to reducing the losses on EVs but basically said the market has been tough and turbulent, and Ford is honing its strategy. That includes expanding its hybrid portfolio and prioritizing smaller, more affordable EVs. He said Ford “must do a much better job in educating our customers” about the advantages of owning an EV. “Overall, the EV journey has been humbling,” he said, “but it has forced us to get even more fit as a company.”

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  • 4. Wildfires approach Canadian oil pipeline

    Firefighters are battling hundreds of wildfires in Canada’s Alberta province, one of which is nearing a crucial oil pipeline. The Trans Mountain Pipeline carries 890,000 barrels of oil per day from Edmonton to Vancouver. Its operator is reportedly using sprinklers to protect the pipeline, which was still operating normally yesterday. Some oil producers with operations in Canada’s Fort McMurray oil sands region have pulled staff as a precaution and reduced production. “While wildfires have already forced some producers to curtail production, these fires still threaten a large amount of supply,” ING Group analysts said.

    5. Study: Tree bark removes methane from atmosphere

    Microbes living in tree bark are surprisingly effective at removing methane from the atmosphere, according to a new study published in the journal Nature. Up until now, soil was the only known “terrestrial sink” for methane, a potent but short-lived greenhouse gas that’s responsible for about one third of the global warming since the pre-industrial age. But the research suggests tree bark may be just as effective as soil when it comes to methane removal. Trees are already climate champions because of their ability to remove carbon from the atmosphere, and the authors think these new findings boost their overall climate contribution by about 10%. Another fun tidbit from the study is that, if all the bark from all the trees on Earth were laid flat, it would cover the planet’s entire land surface.

    THE KICKER

    The Irvine Police Department is adding Tesla’s Cybertruck to its fleet. The vehicle reportedly won’t be sent out on patrols, but will instead be used for “community relations.”

    X/IrvinePolice

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    Spotlight

    How a Giant Solar Farm Flopped in Rural Texas

    Amarillo-area residents successfully beat back a $600 million project from Xcel Energy that would have provided useful tax revenue.

    Texas and solar panels.
    Heatmap Illustration/Getty Images

    Power giant Xcel Energy just suffered a major public relations flap in the Texas Panhandle, scrubbing plans for a solar project amidst harsh backlash from local residents.

    On Friday, Xcel Energy withdrew plans to build a $600 million solar project right outside of Rolling Hills, a small, relatively isolated residential neighborhood just north of the city of Amarillo, Texas. The project was part of several solar farms it had proposed to the Texas Public Utilities Commission to meet the load growth created by the state’s AI data center boom. As we’ve covered in The Fight, Texas should’ve been an easier place to do this, and there were few if any legal obstacles standing in the way of the project, dubbed Oneida 2. It was sited on private lands, and Texas counties lack the sort of authority to veto projects you’re used to seeing in, say, Ohio or California.

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    Hotspots

    A Data Center Is Dead, Long Live a Solar Farm

    And more of the most important news about renewable projects fighting it out this week.

    The United States.
    Heatmap Illustration/Getty Images

    1. Racine County, Wisconsin – Microsoft is scrapping plans for a data center after fierce opposition from a host community in Wisconsin.

    • The town of Caledonia was teed up to approve land rezoning for the facility, which would’ve been Microsoft’s third data center in the state. Dubbed “Project Nova,” the data center would have sat near an existing We Energies natural gas power plant.
    • After considerable pushback at community meetings, the tech giant announced Friday that it would either give up on the project or relocate it elsewhere to avoid more fervent opposition.
    • “While we have decided not to proceed with this particular site, we remain fully committed to investing in Southeast Wisconsin. We view this as a healthy step toward building a project that aligns with community priorities and supports shared goals,” Microsoft said in a statement published to its website, adding that it will attempt to “identify a site that supports both community priorities and our long-term development objectives.”
    • A review of the project opponents’ PR materials shows their campaign centered on three key themes: the risk of higher electricity bills, environmental impacts of construction and traffic, and a lack of clarity around how data centers could be a public good. Activists also frequently compared Project Nova to a now-infamous failed project in Wisconsin from the Chinese tech manufacturer Foxconn.

    2. Rockingham County, Virginia – Another day, another chokepoint in Dominion Energy’s effort to build more solar energy to power surging load growth in the state, this time in the quaint town of Timberville.

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    Q&A

    How the AI Boom Could Come Back Around for Natural Gas

    A conversation with Enchanted Rock’s Joel Yu.

    The Fight Q & A subject.
    Heatmap Illustration

    This week’s chat was with Joel Yu, senior vice president for policy and external affairs at the data center micro-grid services company Enchanted Rock. Now, Enchanted Rock does work I usually don’t elevate in The Fight – gas-power tracking – but I wanted to talk to him about how conflicts over renewable energy are affecting his business, too. You see, when you talk to solar or wind developers about the potential downsides in this difficult economic environment, they’re willing to be candid … but only to a certain extent. As I expected, someone like Yu who is separated enough from the heartburn that is the Trump administration’s anti-renewables agenda was able to give me a sober truth: Land use and conflicts over siting are going to advantage fossil fuels in at least some cases.

    The following conversation was lightly edited for clarity.

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