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On destruction in Spain, the low-carbon fuel standard, and a spookily warm Halloween.
Current conditions:A “pretty good chance of rain” in Los Angeles over the next few days won’t dampen World Series celebrations • Typhoon Kong-rey makes landfall as the most powerful storm to hit Taiwan in 28 years • Record-warm temperatures across the Northeast mean trick-or-treaters can leave their jackets at home.
Shocking photos of the catastrophic damage to the Valencia region of Spain have begun to emerge after more than a month’s worth of rain fell in a single day. The official death toll from the storm, which hit Tuesday night, is at 95, though that number is expected to rise as search and rescue operations continue. In pictures, the aftermath in places like Sedaví looks “eerily similar to the damage left by a strong hurricane or tsunami,” the Associated Press reports, with dozens of cars piled on top of each other in the narrow streets between buildings.
Though it is too soon to know whether or to what extent climate change played a role in this week’s devastation, the intense rainfall was caused by cold air moving over the warm Mediterranean, an effect that is expected to become more severe in future years as the sea warms and evaporation increases. Separately, World Weather Attribution released a report on Thursday showing that the top 10 deadliest extreme weather events since 2004 were made worse by climate change and collectively killed more than half a million people. Meteorologists expect more heavy rain in the hardest-hit regions of Spain on Thursday.
David Ramos/Getty Images
A year after the Biden administration named the seven regional clean hydrogen hubs selected to receive $7 billion of support from the Bipartisan Infrastructure Law, almost half are “running into serious trouble,” Heatmap’s Jael Holzman
reported Wednesday for The Fight. Several companies have pulled out of or paused projects; CNX indefinitely stepped away from a blue hydrogen hub in West Virginia, while Fortescue would not confirm that a hydro-powered production plant intended for Washington state will still be built.
“Conversations with experts and stakeholders indicate to me this could be evidence of broader macroeconomic issues hitting the hydrogen industry, from inflation pushing up the price of electrolyzers to the stubbornly low price of natural gas,” Holzman wrote. Or perhaps it’s “a calm before a storm of hydrogen investment” that’ll follow full implementation of the Inflation Reduction Act’s production tax credit. Jael’s take? “This is further proof we live in a disorganized energy transition.”
Tesla joined Hyundai, GM, Audi, Rivian, and other major car makers in endorsing California’s low carbon fuel standard program, which sets declining limits for transportation fuel emissions in the state. Tesla’s participation in the letter from automakers to California lawmakers,
obtained by Politico on Wednesday, puts the company’s CEO, Elon Musk, at odds with Donald Trump, who has vowed not to allow “California politicians to get away with their plan to impose a 100% ban on the sale of gas-powered cars and trucks,” a misleading reference to the LCFS.
Musk has spent more than $75 million supporting Trump’s campaign and has been promised a role in a Republican administration, while Trump, in turn, has tempered some of his more aggressive rhetoric on EVs. As Paul Waldman wrote for Heatmap, it would appear Musk is gunning for two things: “He would like government to give him more money, and he would also like it to get out of his way.”
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The European Union enacted higher tariffs on electric vehicles made in China on Wednesday. The tariffs come on top of the preexisting 10% rate and vary by manufacturer based on subsidies they receive from China, ranging from an additional 7.8% for Tesla to 35.3% for SAIC Motor of Shanghai.
European carmakers like Mercedes-Benz and BMW oppose the tariffs, worrying they will hurt their sales in China if the country decides to retaliate, Bloomberg writes, while Reuters reports Beijing has already quietly told its domestic automakers not to make significant investments in countries that voted for the tariffs, including France, Poland, and Italy. China has publicly slammed the tariffs as unfair and protectionist and warned that the plan will make it more difficult for Europe to lower its emissions.
While the federal election is still four days away, climate has already won one proposal put to the vote in Arizona. This week, the Tucson Unified School District board of governors approved in a 3-2 vote an ambitious student-led plan to cut emissions in half by 2030 and reach net-zero emissions by 2040, in part by electrifying its entire bus fleet, increasing plant-based meal options, and limiting its food waste, Fast Company reports. The plan will also require almost all schools in the district to have a designated “cooling room” by 2027 to combat Arizona’s dangerous temperatures, and for climate education to be included in the schools’ curricula. The Arizona Youth Climate Coalition researched and wrote the climate action plan; its co-leader, Ojas Sanghi, called the TUSD decision “a beacon of hope for young people everywhere fighting for their future.”
The United States Geological Survey recently announced that it is investing in new research into “ghost forests,” the spooky remains of woodlands that have been killed by rising seawater. When researchers drilled into the dead snags, they discovered the trees are home to tiny organisms that convert methane into less-potent carbon dioxide.
Melinda Martinez, USGS
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A conversation with Mike Hall of Anza.
This week’s conversation is with Mike Hall, CEO of the solar and battery storage data company Anza. I rang him because, in my book, the more insights into the ways renewables companies are responding to the war on the Inflation Reduction Act, the better.
The following chat was lightly edited for clarity. Let’s jump in!
How much do we know about developers’ reactions to the anti-IRA bill that was passed out of the House last week?
So it’s only been a few days. What I can tell you is there’s a lot of surprise about what came out of the House. Industries mobilized in trying to improve the bill from here and I think a lot of the industry is hopeful because, for many reasons, the bill doesn’t seem to make sense for the country. Not just the renewable energy industry. There’s hope that the voices in Congress — House members and senators — who already understand the impact of this on the economy will in the coming weeks understand how bad this is.
I spoke to a tax attorney last week that her clients had been preparing for a worst case scenario like this and preparing contingency plans of some kind. Have you seen anything so far to indicate people have been preparing for a worst case scenario?
Yeah. There’s a subset of the market that has prepared and already executed plans.
In Q4 [of 2024] and Q1 [of this year] with a number of companies to procure material from projects in order to safe harbor those projects. What that means is, typically if you commence construction by a certain date, the date on which you commence construction is the date you lock in tax credit eligibility, and we worked with companies to help them meet that criteria. It hedged them on a number of fronts. I don’t think most of them thought we’d get what came out of the House but there were a lot of concerns about stepdowns for the credit.
After Trump was elected, there were also companies who wanted to hedge against tariffs so they bought equipment ahead of that, too. We were helping companies do deals the night before Liberation Day. There was a lot of activity.
We saw less after April 2nd because the trade landscape has been changing so quickly that it’s been hard for people to act but now we’re seeing people act again to try and hit that commencement milestone.
It’s not lost on me that there’s an irony here – the attempts to erode these credits might lead to a rush of projects moving faster, actually. Is that your sense?
There’s a slug of projects that would get accelerated and in fact just having this bill come out of the House is already going to accelerate a number of projects. But there’s limits to what you can do there. The bill also has a placed-in-service criteria and really problematic language with regard to the “foreign entity of concern” provisions.
Are you seeing any increase in opposition against solar projects? And is that the biggest hurdle you see to meeting that “placed-in-service” requirement?
What I have here is qualitative, not quantitative, but I was in the development business for 20 years, and what I have seen qualitatively is that it is increasingly harder to develop projects. Local opposition is one of the headwinds. Interconnection is another really big one and that’s the biggest concern I have with regards to the “placed-in-service” requirement. Most of these large projects, even if you overcome the NIMBY issues, and you get your permitting, and you do everything else you need to do, you get your permits and construction… In the end if you’re talking about projects at scale, there is a requirement that utilities do work. And there’s no requirement that utilities do that work on time [to meet that deadline]. This is a risk they need to manage.
And more of the week’s top news in renewable energy conflicts.
1. Columbia County, New York – A Hecate Energy solar project in upstate New York blessed by Governor Kathy Hochul is now getting local blowback.
2. Sussex County, Delaware – The battle between a Bethany Beach landowner and a major offshore wind project came to a head earlier this week after Delaware regulators decided to comply with a massive government records request.
3. Fayette County, Pennsylvania – A Bollinger Solar project in rural Pennsylvania that was approved last year now faces fresh local opposition.
4. Cleveland County, North Carolina – Brookcliff Solar has settled with a county that was legally challenging the developer over the validity of its permits, reaching what by all appearances is an amicable resolution.
5. Adams County, Illinois – The solar project in Quincy, Illinois, we told you about last week has been rejected by the city’s planning commission.
6. Pierce County, Wisconsin – AES’ Isabelle Creek solar project is facing new issues as the developer seeks to actually talk more to residents on the ground.
7. Austin County, Texas – We have a couple of fresh battery storage wars to report this week, including a danger alert in this rural Texas county west of Houston.
8. Esmeralda County, Nevada – The Trump administration this week approved the final proposed plan for NV Energy’s Greenlink North, a massive transmission line that will help the state expand its renewable energy capacity.
9. Merced County, California – The Moss Landing battery fire is having aftershocks in Merced County as residents seek to undo progress made on Longroad’s Zeta battery project south of Los Banos.
Anti-solar activists in agricultural areas get a powerful new ally.
The Trump administration is joining the war against solar projects on farmland, offering anti-solar activists on the ground a powerful ally against developers across the country.
In a report released last week, President Trump’s Agriculture Department took aim at solar and stated competition with “solar development on productive farmland” was creating a “considerable barrier” for farmers trying to acquire land. The USDA also stated it would disincentivize “the use of federal funding” for solar “through prioritization points and regulatory action,” which a spokesperson – Emily Cannon – later clarified in an email to me this week will include reconfiguring the agency’s Rural Energy for America loan and grant program. Cannon declined to give a time-table for the new regulation, stating that the agency “will have more information when the updates are ready to be published.”
“Farmland should be for agricultural production, not solar production,” Cannon wrote – a statement also made in the USDA report.
REAP is a program created in 2008 that exists to help fund renewable energy and sustainability projects at the level of individual farms and has been seen as a potential tool for not only building more solar but also more trust in agriculturally-focused communities. It’s without question that retooling REAP to actively disincentivize awardees from building solar on farmland could have a chilling effect, at least amongst those who receive money from the program or wish to in the future. This comes after Trump officials temporarily froze money promised to farmers, too.
As we’ve previously written in The Fight, agricultural interests can at times present as much a threat to the future of solar energy as any oil-funded dark money group, if not more so. Conflicts over solar production on farmland make up a large portion of the total projects I cover in The Fight every week, and it is one of the most frequently cited reasons for opposition against individual renewables projects. (Agricultural workforces are one of the most important signals for renewable energy opposition in Heatmap Pro’s modeling data as well.) I wrote shortly after Trump’s inauguration that I wondered when – not if – he would adopt this position.
It’s unclear what exactly led USDA to dive headlong into the “No Solar on Farmland” campaign, aside from its growing popularity in conservative political circles, but there is reason to believe farming interests may have played a role. USDA has stated the report was the product of discussions with farming groups and an industry roundtable. In addition, per lobbying disclosures, at least one agricultural group – the Pennsylvania Farm Bureau – advocated earlier this year for “congressional action and/or executive orders” to “balance renewable and conventional sources of energy” through “limit[ing] solar on productive farmland.” (The Pennsylvania Farm Bureau denied this in an email to me earlier this week.)
There’s also reason to believe some key stakeholders were caught off-guard or weren’t looped in on the matter.
American Farmland Trust has been trying to cultivate common ground between farmers, solar companies, and various agencies at all levels of government over the future of development. But when asked about this report, the nonprofit told me it couldn’t speak on the matter because it was still trying to suss out what was going on.
“AFT is meeting with the Trump administration to learn more about what they are planning in terms of policy and programs to implement this concept,” AFT media relations associate Michael Shulman told me.