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On rapid weather analysis, BlocPower, and free EV chargers
Current conditions: A wildfire in Greece prompted the evacuation of three villages • Taiwan is bracing for Super Typhoon Krathon • Northern California’s heat wave will peak today, but temperatures will still be higher than normal all week.
The Treasury Department will finalize the long-awaited rules governing the new clean hydrogen tax credit before the end of the year, Deputy Secretary Wally Adeyemo told Heatmap in an exclusive interview. It will also publish the final guidance for the advanced manufacturing and technology-neutral clean power tax credits by that time, he said. That means that the Treasury Department will have finished the rules governing most — but not all — of the 18 tax credits created or remade by the Inflation Reduction Act, President Joe Biden’s signature climate package, by the end of his term. More than two years after that law’s passage, many of the potential beneficiaries — including electric utilities, battery manufacturers, and more — are still waiting to find out exactly how to collect its incentives.
The uncertainty has been especially paralyzing for the nascent clean hydrogen industry, as the final guidance for the hydrogen tax credit, section 45V of the tax code, could determine which multimillion dollar projects ultimately get developed. Chief among the Treasury Department’s concerns: It must decide how hydrogen producers who use electrolysis — sending electricity through water to split its molecules — should deal with the indirect carbon emissions associated with drawing power from the grid. The Treasury received more than 30,000 comments on the initial draft of the hydrogen rules.
Though Adeyemo did not comment on the final rules’ substance, he called those comments “quite helpful” and asserted multiple times during the interview that the Treasury has found middle ground between the scheme favored by climate advocates and a proposal more favored by the industry. “Congress has provided a strong enough incentive here that allows us to do two things at once, which is one, make sure that we’re watching for significant indirect missions, but at the same time creating pathways to do exactly what industry is talking about, which is accelerating the development of the industry here,” he said.
The death toll from Hurricane Helene has risen to 130 and hundreds of people remain missing in cut-off mountain areas in western North Carolina, where flooding and landslides swept away homes. Nearly one-third of those missing are from areas surrounding Asheville. “The devastation was beyond belief,” said the state’s governor, Roy Cooper. “This is something that’s never happened before in western North Carolina.” More than 1.5 million customers across six states remain without electricity and many in Asheville do not have running water. President Biden is expected to visit the state on Wednesday.
Researchers at the Berkeley Lab put together a provisional attribution report on the storm. “Our best estimate is that climate change caused over 50% more rainfall during Hurricane Helene in some parts of Georgia and the Carolinas,” the report said. “Furthermore, we estimate that the observed rainfall was made up to 20 times more likely in these areas because of global warming.” The rapid extreme weather analysis platform Climameter said that “climate change made the heavy rainfall from Hurricane Helene up to 20% more intense and the strong winds up to 7% stronger than they were at the end of the century.”
Following an “unusual” midseason lull, hurricane activity is expected to pick up again in October and potentially continue into November, with the National Hurricane Center monitoring five separate areas in the Atlantic in the wake of Hurricane Helene. Two of those storms — Isaac and Joyce — have already weakened and remain far out at sea, while a third, Kirk, is expected to strengthen into a Category 3 in the coming days but turn northward long before it ever threatens the eastern seaboard.
The two other systems could potentially make U.S. landfall: One is an area of low pressure in the Caribbean that is “similar to where Helene developed,” AccuWeather’s senior director of forecasting operations, Dan DePodwin, told Heatmap, and which could develop over the next few days. The other is behind Kirk, near the Cape Verde islands, and while it is still extremely early, “anytime you get a tropical wave coming off of Africa this time of year, in late September or early October,” you want to keep an eye on it, DePodwin added. AccuWeather’s forecasters anticipate at least five more named storms before the season is over, with Leslie likely to be the name given to the system off Africa if it develops, followed by Milton in the Gulf.
The CEO of climate startup BlocPower, Donnel Baird, has stepped down from the company. BlocPower focuses on “greening America’s buildings” by swapping out old fossil fuel equipment for clean-energy upgrades. It has received significant financial backing from the likes of venture capital firm Andreessen Horowitz, Goldman Sachs Urban Investment Group, and Microsoft Climate Innovation Fund, and was particularly attractive for cities hoping to meet ambitious climate goals. But BlocPower “faced ongoing issues with rolling out its electrification and jobs programs in the cities it partnered with,” Bloomberg reported. In 2022, the firm set out to electrify 6,000 buildings in the city of Ithaca, New York, by 2030, as part of Ithaca’s Green New Deal. But progress proved painfully slow. This week Ithaca’s director of sustainability Rebecca Evans announced she had decided to scrap the city’s climate action plan and focus instead on adaptation. “We’re not abandoning our 2030 goals, but we are determined to meet residents where they are,” Evans wrote on LinkedIn. “Our community doesn’t necessarily want net-zero and I’ve settled my feelings with that.”
Ford is launching a new incentive program today that will offer complimentary home chargers and installation to people who buy or lease a Ford Mustang Mach-E, F-150 Lightning, or E-Transit. The “Ford Power Promise” program will go through the end of the year and is a bid to win over people who may be curious about EVs but are hesitant to commit. The upfront cost of an EV charger is around $500, and installation can cost up to $1,200. People who take advantage of Ford’s offer will get the company’s Ford Charge Station Pro, which normally has a sticker price of $1,310.
Ford
“If it explodes, you end up about seven blocks away. And you’re dead.” –Donald Trump, warning his supporters about “the new thing”: hydrogen cars. As Heatmap’s Jeva Lange reported, Trump’s suggestion that hydrogen fuel cell vehicles are more dangerous than gas-powered vehicles is inaccurate. She noted that as of this spring there had been no recorded automotive fatalities credited specifically to hydrogen fuel cells.
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New York City may very well be the epicenter of this particular fight.
It’s official: the Moss Landing battery fire has galvanized a gigantic pipeline of opposition to energy storage systems across the country.
As I’ve chronicled extensively throughout this year, Moss Landing was a technological outlier that used outdated battery technology. But the January incident played into existing fears and anxieties across the U.S. about the dangers of large battery fires generally, latent from years of e-scooters and cellphones ablaze from faulty lithium-ion tech. Concerned residents fighting projects in their backyards have successfully seized upon the fact that there’s no known way to quickly extinguish big fires at energy storage sites, and are winning particularly in wildfire-prone areas.
How successful was Moss Landing at enlivening opponents of energy storage? Since the California disaster six months ago, more than 6 gigawatts of BESS has received opposition from activists explicitly tying their campaigns to the incident, Heatmap Pro® researcher Charlie Clynes told me in an interview earlier this month.
Matt Eisenson of Columbia University’s Sabin Center for Climate Law agreed that there’s been a spike in opposition, telling me that we are currently seeing “more instances of opposition to battery storage than we have in past years.” And while Eisenson said he couldn’t speak to the impacts of the fire specifically on that rise, he acknowledged that the disaster set “a harmful precedent” at the same time “battery storage is becoming much more present.”
“The type of fire that occurred there is unlikely to occur with modern technology, but the Moss Landing example [now] tends to come up across the country,” Eisenson said.
Some of the fresh opposition is in rural agricultural communities such as Grundy County, Illinois, which just banned energy storage systems indefinitely “until the science is settled.” But the most crucial place to watch seems to be New York City, for two reasons: One, it’s where a lot of energy storage is being developed all at once; and two, it has a hyper-saturated media market where criticism can receive more national media attention than it would in other parts of the country.
Someone who’s felt this pressure firsthand is Nick Lombardi, senior vice president of project development for battery storage company NineDot Energy. NineDot and other battery storage developers had spent years laying the groundwork in New York City to build out the energy storage necessary for the city to meet its net-zero climate goals. More recently they’ve faced crowds of protestors against a battery storage facility in Queens, and in Staten Island endured hecklers at public meetings.
“We’ve been developing projects in New York City for a few years now, and for a long time we didn’t run into opposition to our projects or really any sort of meaningful negative coverage in the press. All of that really changed about six months ago,” Lombardi said.
The battery storage developer insists that opposition to the technology is not popular and represents a fringe group. Lombardi told me that the company has more than 50 battery storage sites in development across New York City, and only faced “durable opposition” at “three or four sites.” The company also told me it has yet to receive the kind of email complaint flood that would demonstrate widespread opposition.
This is visible in the politicians who’ve picked up the anti-BESS mantle: GOP mayoral candidate Curtis Sliwa’s become a champion for the cause, but mayor Eric Adams’ “City of Yes” campaign itself would provide for the construction of these facilities. (While Democratic mayoral nominee Zohran Mamdani has not focused on BESS, it’s quite unlikely the climate hawkish democratic socialist would try to derail these projects.)
Lombardi told me he now views Moss Landing as a “catalyst” for opposition in the NYC metro area. “Suddenly there’s national headlines about what’s happening,” he told me. “There were incidents in the past that were in the news, but Moss Landing was headline news for a while, and that combined with the fact people knew it was happening in their city combined to create a new level of awareness.”
He added that six months after the blaze, it feels like developers in the city have a better handle on the situation. “We’ve spent a lot of time in reaction to that to make sure we’re organized and making sure we’re in contact with elected officials, community officials, [and] coordinated with utilities,” Lombardi said.
And more on the biggest conflicts around renewable energy projects in Kentucky, Ohio, and Maryland.
1. St. Croix County, Wisconsin - Solar opponents in this county see themselves as the front line in the fight over Trump’s “Big Beautiful” law and its repeal of Inflation Reduction Act tax credits.
2. Barren County, Kentucky - How much wood could a Wood Duck solar farm chuck if it didn’t get approved in the first place? We may be about to find out.
3. Iberia Parish, Louisiana - Another potential proxy battle over IRA tax credits is going down in Louisiana, where residents are calling to extend a solar moratorium that is about to expire so projects can’t start construction.
4. Baltimore County, Maryland – The fight over a transmission line in Maryland could have lasting impacts for renewable energy across the country.
5. Worcester County, Maryland – Elsewhere in Maryland, the MarWin offshore wind project appears to have landed in the crosshairs of Trump’s Environmental Protection Agency.
6. Clark County, Ohio - Consider me wishing Invenergy good luck getting a new solar farm permitted in Ohio.
7. Searcy County, Arkansas - An anti-wind state legislator has gone and posted a slide deck that RWE provided to county officials, ginning up fresh uproar against potential wind development.
Talking local development moratoria with Heatmap’s own Charlie Clynes.
This week’s conversation is special: I chatted with Charlie Clynes, Heatmap Pro®’s very own in-house researcher. Charlie just released a herculean project tracking all of the nation’s county-level moratoria and restrictive ordinances attacking renewable energy. The conclusion? Essentially a fifth of the country is now either closed off to solar and wind entirely or much harder to build. I decided to chat with him about the work so you could hear about why it’s an important report you should most definitely read.
The following chat was lightly edited for clarity. Let’s dive in.
Tell me about the project you embarked on here.
Heatmap’s research team set out last June to call every county in the United States that had zoning authority, and we asked them if they’ve passed ordinances to restrict renewable energy, or if they have renewable energy projects in their communities that have been opposed. There’s specific criteria we’ve used to determine if an ordinance is restrictive, but by and large, it’s pretty easy to tell once a county sends you an ordinance if it is going to restrict development or not.
The vast majority of counties responded, and this has been a process that’s allowed us to gather an extraordinary amount of data about whether counties have been restricting wind, solar and other renewables. The topline conclusion is that restrictions are much worse than previously accounted for. I mean, 605 counties now have some type of restriction on renewable energy — setbacks that make it really hard to build wind or solar, moratoriums that outright ban wind and solar. Then there’s 182 municipality laws where counties don’t have zoning jurisdiction.
We’re seeing this pretty much everywhere throughout the country. No place is safe except for states who put in laws preventing jurisdictions from passing restrictions — and even then, renewable energy companies are facing uphill battles in getting to a point in the process where the state will step in and overrule a county restriction. It’s bad.
Getting into the nitty-gritty, what has changed in the past few years? We’ve known these numbers were increasing, but what do you think accounts for the status we’re in now?
One is we’re seeing a high number of renewables coming into communities. But I think attitudes started changing too, especially in places that have been fairly saturated with renewable energy like Virginia, where solar’s been a presence for more than a decade now. There have been enough projects where people have bad experiences that color their opinion of the industry as a whole.
There’s also a few narratives that have taken shape. One is this idea solar is eating up prime farmland, or that it’ll erode the rural character of that area. Another big one is the environment, especially with wind on bird deaths, even though the number of birds killed by wind sounds big until you compare it to other sources.
There are so many developers and so many projects in so many places of the world that there are examples where either something goes wrong with a project or a developer doesn’t follow best practices. I think those have a lot more staying power in the public perception of renewable energy than the many successful projects that go without a hiccup and don’t bother people.
Are people saying no outright to renewable energy? Or is this saying yes with some form of reasonable restrictions?
It depends on where you look and how much solar there is in a community.
One thing I’ve seen in Virginia, for example, is counties setting caps on the total acreage solar can occupy, and those will be only 20 acres above the solar already built, so it’s effectively blocking solar. In places that are more sparsely populated, you tend to see restrictive setbacks that have the effect of outright banning wind — mile-long setbacks are often insurmountable for developers. Or there’ll be regulations to constrict the scale of a project quite a bit but don’t ban the technologies outright.
What in your research gives you hope?
States that have administrations determined to build out renewables have started to override these local restrictions: Michigan, Illinois, Washington, California, a few others. This is almost certainly going to have an impact.
I think the other thing is there are places in red states that have had very good experiences with renewable energy by and large. Texas, despite having the most wind generation in the nation, has not seen nearly as much opposition to wind, solar, and battery storage. It’s owing to the fact people in Texas generally are inclined to support energy projects in general and have seen wind and solar bring money into these small communities that otherwise wouldn’t get a lot of attention.