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On record rainfall, carbon removal standards, and a methane vaccine.
Current conditions: At least 11 people have died from extreme heat in South Korea • A fast-moving fire scorched 100 acres in California’s San Bernardino county • The Atlantic’s Saharan dust plume is disappearing, which could make for stronger tropical storms.
Hurricane Debby has been downgraded to a tropical storm after slamming into Florida’s Big Bend region yesterday. Despite the downgrade, the storm remains extremely dangerous. In the days to come, it is expected to bring historic rainfall and life-threatening flooding to Georgia and the Carolinas as it churns up the coast. “Major flooding is the number one concern with Debby going forward,” according to The Weather Channel. In Sarasota, Florida, more than 11 inches of rain fell Sunday, breaking a daily record from 1945. “Essentially we’ve had twice the amount of the rain that was predicted for us to have,” Sarasota County Fire Chief David Rathbun said. More than 150,000 customers are without power, and at least five people are known to have died in the storm.
The Weather Channel
There’s a new player in carbon removal. The Carbon Removal Standards Initiative wants to help establish a different system for advancing carbon removal — one where the challenging but important goal of scrubbing CO2 from the atmosphere is treated as a public good and not just a business opportunity. The initiative is run by Anu Khan, the former deputy director of science and innovation at Carbon180. CRSI will provide technical assistance to policymakers, regulators, and nongovernmental organizations in quantifying carbon removal outcomes, and as Heatmap’s Emily Pontecorvo reported, “Khan hopes CRSI will be a fulcrum around which the entire industry can begin to pivot.”
EV startup Rivian reports Q2 earnings today, after months of cost-cutting measures in its quest for profitability. We already know the company delivered nearly 13,800 vehicles, which was a slight improvement on Q1 but down from Q4 of last year. Wall Street analysts expect revenue to have hit $1.15 billion, with losses of about $1.24 per share. CEO RJ Scaringe has cautioned investors that this quarter will be “messy” but hopes they’ll hang in there until efficiency upgrades to the manufacturing process start to pay off in the company balance sheets. Last month Rivian announced a $5 billion joint venture with Volkswagen that boosted its stock. The startup is working on its next-gen R2 and R3 vehicles, which are “expected to significantly expand its market,” wrote Peter Johnson at Electrek. But they’re not expected until 2026.
Former President Donald Trump told supporters at a rally that he has “no choice” but to support electric cars. Why? “Because Elon endorsed me very strongly.” He’s referring, of course, to Tesla CEO Elon Musk, who has backed Trump’s campaign. The two men have reportedly been speaking on the phone lately and despite Trump’s long history of trashing EVs, he seems to have changed his mind. Trump told the rally crowd EVs would make up a “small slice” of the auto industry and that “every kind of car” would be available. Trump’s concession “already feels very much like quid-pro-quo for the support of the world’s richest man,” wrote Rob Stumpf at Inside EVs.
The Bezos Earth Fund is pouring $9.4 million into researching whether a vaccine could be given to cows to cut their methane emissions. The funding will go to the Pirbright Institute and the Royal Veterinary College, which will “use state-of-the-art biotechnology to figure out the mechanism by which a vaccine could cut livestock methane emissions by more than 30%.” Microbes in the guts of cattle produce methane, which the cows burp out. Methane is a greenhouse gas more potent than carbon dioxide that many see as a good target for limiting global warming in the short term. There are a lot of ongoing efforts to curb agricultural methane emissions – from feed additives to better ranch management – but “a vaccine offers a universal solution which is both scalable and cost effective,” the fund said.
Morgan Stanley yesterday released its annual intern survey, which examines the likes and dislikes of nearly 600 of the company’s summer interns to reveal the evolving preferences of future business leaders. It finds that Tesla is now less popular than Mercedes and BMW, and gas-powered cars are favored over EVs nearly 2-to-1.
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Almost half of developers believe it is “somewhat or significantly harder to do” projects on farmland, despite the clear advantages that kind of property has for harnessing solar power.
The solar energy industry has a big farm problem cropping up. And if it isn’t careful, it’ll be dealing with it for years to come.
Researchers at SI2, an independent research arm of the Solar Energy Industries Association, released a study of farm workers and solar developers this morning that said almost half of all developers believe it is “somewhat or significantly harder to do” projects on farmland, despite the clear advantages that kind of property has for harnessing solar power.
Unveiled in conjunction with RE+, the largest renewable energy conference in the U.S., the federally-funded research includes a warning sign that permitting is far and away the single largest impediment for solar developers trying to build projects on farmland. If this trend continues or metastasizes into a national movement, it could indefinitely lock developers out from some of the nation’s best land for generating carbon-free electricity.
“If a significant minority opposes and perhaps leads to additional moratoria, [developers] will lose a foot in the door for any future projects,” Shawn Rumery, SI2’s senior program director and the survey lead, told me. “They may not have access to that community any more because that moratoria is in place.”
SI2’s research comes on the heels of similar findings from Heatmap Pro. A poll conducted for the platform last month found 70% of respondents who had more than 50 acres of property — i.e. the kinds of large landowners sought after by energy developers — are concerned that renewable energy “takes up farmland,” by far the greatest objection among that cohort.
Good farmland is theoretically perfect for building solar farms. What could be better for powering homes than the same strong sunlight that helps grow fields of yummy corn, beans and vegetables? And there’s a clear financial incentive for farmers to get in on the solar industry, not just because of the potential cash in letting developers use their acres but also the longer-term risks climate change and extreme weather can pose to agriculture writ large.
But not all farmers are warming up to solar power, leading towns and counties across the country to enact moratoria restricting or banning solar and wind development on and near “prime farmland.” Meanwhile at the federal level, Republicans and Democrats alike are voicing concern about taking farmland for crop production to generate renewable energy.
Seeking to best understand this phenomena, SI2 put out a call out for ag industry representatives and solar developers to tell them how they feel about these two industries co-mingling. They received 355 responses of varying detail over roughly three months earlier this year, including 163 responses from agriculture workers, 170 from solar developers as well as almost two dozen individuals in the utility sector.
A key hurdle to development, per the survey, is local opposition in farm communities. SI2’s publicity announcement for the research focuses on a hopeful statistic: up to 70% of farmers surveyed said they were “open to large-scale solar.” But for many, that was only under certain conditions that allow for dual usage of the land or agrivoltaics. In other words, they’d want to be able to keep raising livestock, a practice known as solar grazing, or planting crops unimpeded by the solar panels.
The remaining percentage of farmers surveyed “consistently opposed large-scale solar under any condition,” the survey found.
“Some of the messages we got were over my dead body,” Rumery said.
Meanwhile a “non-trivial” number of solar developers reported being unwilling or disinterested in adopting the solar-ag overlap that farmers want due to the increased cost, Rumery said. While some companies expect large portions of their business to be on farmland in the future, and many who responded to the survey expect to use agrivoltaic designs, Rumery voiced concern at the percentage of companies unwilling to integrate simultaneous agrarian activities into their planning.
In fact, Rumery said some developers’ reticence is part of what drove him and his colleagues to release the survey while at RE+.
As we discussed last week, failing to address the concerns of local communities can lead to unintended consequences with industry-wide ramifications. Rumery said developers trying to build on farmland should consider adopting dual-use strategies and focus on community engagement and education to avoid triggering future moratoria.
“One of the open-ended responses that best encapsulated the problem was a developer who said until the cost of permitting is so high that it forces us to do this, we’re going to continue to develop projects as they are,” he said. “That’s a cold way to look at it.”
Meanwhile, who is driving opposition to solar and other projects on farmland? Are many small farm owners in rural communities really against renewables? Is the fossil fuel lobby colluding with Big Ag? Could building these projects on fertile soil really impede future prospects at crop yields?
These are big questions we’ll be tackling in far more depth in next week’s edition of The Fight. Trust me, the answers will surprise you.
Here are the most notable renewable energy conflicts over the past week.
1. Worcester County, Maryland –Ocean City is preparing to go to court “if necessary” to undo the Bureau of Ocean Energy Management’s approval last week of U.S. Wind’s Maryland Offshore Wind Project, town mayor Rick Meehan told me in a statement this week.
2. Magic Valley, Idaho – The Lava Ridge Wind Project would be Idaho’s biggest wind farm. But it’s facing public outcry over the impacts it could have on a historic site for remembering the impact of World War II on Japanese residents in the United States.
3. Kossuth County, Iowa – Iowa’s largest county – Kossuth – is in the process of approving a nine-month moratorium on large-scale solar development.
Here’s a few more hotspots I’m watching…
The most important renewable energy policies and decisions from the last few days.
Greenlink’s good day – The Interior Department has approved NV Energy’s Greenlink West power line in Nevada, a massive step forward for the Biden administration’s pursuit of more transmission.
States’ offshore muddle – We saw a lot of state-level offshore wind movement this past week… and it wasn’t entirely positive. All of this bodes poorly for odds of a kumbaya political moment to the industry’s benefit any time soon.
Chumash loophole – Offshore wind did notch one win in northern California by securing an industry exception in a large marine sanctuary, providing for farms to be built in a corridor of the coastline.
Here’s what else I’m watching …