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Now back at the University of Pennsylvania, she talks to Heatmap about community engagement, gaps in the decarbonization market, and goats.

In November of 2020, Jennifer Wilcox had just moved to Philadelphia and was preparing to start a new chapter in her career as a tenured “Presidential Distinguished Professor” at the University of Pennsylvania. Then she got the call: Wilcox was asked to join the incoming Biden administration as the principal deputy assistant secretary for the Office of Fossil Energy, a division of the Department of Energy.
Wilcox had never even heard of the Office of Fossil Energy and was somewhat uneasy about the title. A chemical engineer by training, Wilcox had dedicated her work to climate solutions. She was widely known for having written the first textbook on carbon capture, published in 2012, and for her trailblazing research into removing carbon dioxide from the atmosphere. With Penn’s blessing, she decided to take the job. And in the just over three years she was in office, she may have altered the course of U.S. climate action forever.
First, Wilcox led a total transformation of the department to align it with the Biden administration’s climate goals. She started by arranging 15-minute meetings with each of the nearly 150 employees who worked with her at the D.C. office to understand their perspectives on their work, whether they were happy, and their fears and challenges. She admits she can be intense.
“I took all that information, and I sat on it with many weekends and a blank piece of paper and a pencil and drew crazy diagrams,” she told me, trying to funnel everyone’s feedback into a new vision for the department.
Previously, the Office of Fossil Energy’s primary function was to support research into oil, gas, and coal extraction and use. Wilcox flipped the mission on its head, reorganizing the department into one that would support research, development, and deployment of solutions that reduced dependency on those resources and minimized their environmental impacts. By July, she had codified that mission in a new name — the Office of Fossil Energy and Carbon Management.
Wilcox maxed out her leave this spring. I caught up with her about a week after she left the DOE, as she was picking up where she left off — preparing for her first semester as a professor of chemical engineering and energy policy at Penn. She’s also starting a new side gig as chief scientist at Isometric, a carbon credit certification company that’s trying to improve trust in carbon removal measurement and verification through rigorous standards and transparency.
I asked her to reflect on her time at the Department of Energy, the changes she oversaw, and what she’s looking to do next. Our conversation has been edited for length and clarity.
When was your last day at DOE? Did you leave because you had an obligation to come back to Penn?
My last day was Friday, May 31, so just a week or so ago. Typically, when you’re in an academic tenured position, you can have a maximum of a two-year leave. Within the first year of my appointment at DOE, the Bipartisan Infrastructure Law went through, and then in the second year, the IRA went through — the Inflation Reduction Act. And I was like, this is big stuff. It felt like just a defining moment — in my career, but also in terms of climate legislation. And I thought, how could I possibly leave now? So I went back to Penn and I wrote, I thought, a pretty thoughtful letter of the impact that I could have if I could stay just a year and a half longer. And they said yes.
Could you share the story of how you were asked to go work for the department in the first place?
Sure, it’s pretty funny. Something that many people don’t know is we have a small farm — we had 22 acres in Massachusetts, and goats and a pig and chickens and oh my goodness. Penn was like, “We’ll move your goats, too,” and so we moved everybody. And here I am at the kitchen table amidst boxes, and the goats are outside, and I’m on my laptop, and I get this email from the Biden-Harris transition team. I was like, ain’t nobody got time for that. That’s spam. Delete! And then a couple days go by and I get another one, and I was like, come on. Is this real? And I forwarded it to my husband. He’s an ER doctor, and he’s like, “Honey, that’s real. You have to respond!” And so I sent my CV.
One of the first things you did was rename the department. How did that happen?
When I came in, it was really early days of, okay, net zero by 2050, and there was a question of, what does that mean for our office? Should this office exist in a net zero world? I knew that I was being recruited to think about reshaping, rethinking the portfolio.
We only had two R&D offices at the time. One was called Oil and Gas — we renamed that Office of Resource Sustainability. The other was literally the Office of Coal. What I decided to do was take that program and move it over. That whole office is all about, if you’re choosing to extract energy resources from the Earth, how do you do it in a way that’s minimal impact?
Now, what’s left is how you manage the pollution of how we use fossil fuels — that’s the carbon dioxide. And so we built out a whole new division on carbon removal. We teased out a whole program on hydrogen, and then we also separated out carbon conversion into its own division, and then carbon transport and storage. And so rather than one program focused on carbon, we had five, which is pretty cool. I mean, the amount that I was empowered and supported — and by the way, we got it all through without a single pushback, in nine months. So that was huge.
How would you characterize how the field changed from the time that you entered the office until now? Have research questions changed? Have policy priorities changed?
I think things are starting to change. One of the things from these last few years of having the resources that have started to become mobilized, it’s helping us to recognize where the gaps really are. When you have money to be able to put out for certain topic areas, you get to see who’s going to apply, and who applies gives you an indication of where the technology is at and how much of it’s ready.
For instance, if you look at the $3.5 billion for direct air capture hubs, we had to write the funding opportunity announcement to meet industry where they’re at. There’s only a couple of companies that are really even at a stage where they can start to think about demonstration on the tens of thousands of tons of removal, let alone a million tons per year.
Some of the gaps that we saw were, in direct air capture, making sure that there’s enough companies that are supported to be able to get us to the scale that we need to. And then for the other approaches to carbon removal, making sure that if we want these projects to be durable, in terms of carbon removed on a time scale that impacts climate, we need to figure out how to quantify the net carbon that’s removed.
And then one significant gap that we saw that we are trying to fill with this funding: When we think about corporations and net zero pledges, a lot of times the carbon removal purchasing is associated with Scope 3 emissions that companies don’t have the ability to control. These are supply chains. It could be paper, it could be fuel, food, glass, cement, steel. And so looking at that whole sector, it’s about 10 different industrial sectors that we need to figure out how to decarbonize. If we can think about decarbonizing these supply chains, it’ll take some of the pressure off of the carbon removals to counterbalance those.
The last piece that I feel like gets forgotten is, in the infrastructure law, we had $2.5 billion for building out geologic storage. That’s an issue because you can do the carbon capture, but the big question is, where are you going to put it? And can you get it from point A to point B? We have a whole program called CarbonSAFE that essentially shepherds the industry through the process, starting with characterization all the way to a class six permit from EPA. Building that capacity out means that’s one less thing that industry has to worry about as they’re looking at carbon capture.
During your time there, the department was interfacing with hundreds of researchers and startup founders who were all trying to get new projects or companies off the ground. I’m curious, what are some of the most common misunderstandings you saw from applicants?
There’s a couple of things, but one that stands out — and maybe this is because I have a background in academia — there’s a lot of technologies out there that are actually pretty far along, especially in point source capture [technologies that capture carbon from the smokestacks of industrial facilities before it enters the atmosphere]. Yet, at universities, they’re still trying to develop the next solvent or solid sorbent. It’s like, we can stop doing that.
Where the R&D comes in is actually getting data over a long period of time. How does the material behave? How can we recycle it and reuse it over and over again? How can we design it in a way that reduces NOx, SOx pollution, particulate matter, making the air cleaner? But it’s not about how do we just develop a new technology, because there’s a lot out there.
It seems like one of the hardest things the department was trying to do under your leadership was to strengthen its work on community engagement and community benefits — hard because many advocates for fenceline communities are so skeptical of the solutions you were working on. How did you navigate that tension?
Well, one thing is, I know what I don’t know, and I’m usually pretty willing to say what I’m good at and what I’m not good at. In the early days, I knew that this was going to be a challenge for our office and so I recruited a social scientist: Holly Jean Buck, she’s a professor at the University of Buffalo. We brought Holly in to help us develop some of the language around … it started off with community benefits, but some of our investments don’t always lead to benefits, so let’s be honest, right? And so what we wanted to think about is, what are the societal considerations and impacts of our investments? We ended up recruiting a few others, and now we have a team that’s focused on domestic engagement, and also communications and outreach.
What do you think it could mean for some of what you’ve accomplished and other things you’ve set in motion if Biden is not reelected?
I feel pretty good about what we’ve put in place, that it’s sustainable. The other thing about what I saw is that industry is really leaning in on doing these things. The low-carbon supply chains — a lot of glassmakers, cement facilities — are very interested in improving energy efficiency, are interested in carbon capture or using hydrogen as a heat source. And so what we have done is really looking at making sure they’re economic. All of these efforts that we’ve put in place are extremely bipartisan, and they’re essentially just supporting industry in a way such that they’re achievable because they’re economic.
Let’s talk a little bit about what’s next. Why did you want to work with Isometric? What are you going to be doing there?
When I was at DOE, from the beginning, we were looking at, you know, there’s a lot of the carbon removal portfolio where we don’t have the rigor in place to be able to determine the durability of the removals, the additionality of them, the time scale on which the carbon is actually removed, quantifying net removed. And so we started a commercialization effort, leveraging our national labs to help us to develop the framework. Isometric is working toward establishing rigorous frameworks, and I’m hoping to leverage the efforts ongoing at DOE — and with transparency, so that others may follow, which could lead to more durable removals and greater impact at the end of the day.
What about on the academic side of your career. Where do you plan to focus your research?
Some of the work that we were doing, or the team has been continuing to do while I’m at DOE, is mineralization, looking at different waste feedstocks that have alkalinity [a property that’s useful for carbon removal], like magnesium and calcium. One of the things that we’re going to focus a little bit more on is asking the question of, what else is there? You know, if there’s rare earth elements or critical minerals that could be used for clean energy technologies, EV motors, magnets for wind turbines. And so, I’m really excited about looking at these materials and seeing what value is there.
I’m also really excited about helping with the measurement and quantification of some of the more natural systems of removal, like forests. One of the new majors at Penn is artificial intelligence. I think there’s an opportunity right now to think about, how can we take data, whether it’s from drones or whether it’s from Lidar and airplanes or satellite data, bringing it together in an integrated way again, so that we have more robust databases that are also transparent.
There’s so many debates going on around carbon removal right now, and it feels like they often come down to philosophical differences. Are these debates important? Or do we just need to decide what we’re going to do and then reevaluate it later?
We’re not in a position anymore to think we can just decarbonize and not do greenhouse gas removals. We know we need to do both. And so I think that there are some kind of “no regrets” things that we can do — opportunities, as we’re scaling up both in the near term, to think about them in a coordinated way. In communities that don’t have solar today, imagine you have a direct air capture facility going in, and then they’re bringing clean energy that they’re using for direct air capture, but they’re bringing it for the first time ever to a community that wouldn’t otherwise have access.
But it really is regional. I think it’s regional in that there’s limited resources in any given region, whether it’s low-carbon energy, land, clean water, even geologic pore space. You have it in some states and not others. And so we really need to look at those resources and always prioritize decarbonizing, but recognize that it’s not necessarily one or the other.
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In practice, direct lithium extraction doesn’t quite make sense, but 2026 could its critical year.
Lithium isn’t like most minerals.
Unlike other battery metals such as nickel, cobalt, and manganese, which are mined from hard-rock ores using drills and explosives, the majority of the world’s lithium resources are found in underground reservoirs of extremely salty water, known as brine. And while hard-rock mining does play a major role in lithium extraction — the majority of the world’s actual production still comes from rocks — brine mining is usually significantly cheaper, and is thus highly attractive wherever it’s geographically feasible.
Reaching that brine and extracting that lithium — so integral to grid-scale energy storage and electric vehicles alike — is typically slow, inefficient, and environmentally taxing. This year, however, could represent a critical juncture for a novel process known as Direct Lithium Extraction, or DLE, which promises to be faster, cleaner, and capable of unlocking lithium across a wider range of geographies.
The traditional method of separating lithium from brine is straightforward but time-consuming. Essentially, the liquid is pumped through a series of vast, vividly colored solar evaporation ponds that gradually concentrate the mineral over the course of more than a year.
It works, but by the time the lithium is extracted, refined, and ready for market, both the demand and the price may have shifted significantly, as evidenced by the dramatic rise and collapse of lithium prices over the past five years. And while evaporation ponds are well-suited to the arid deserts of Chile and Argentina where they’re most common, the geology, brine chemistry, and climate of the U.S. regions with the best reserves are generally not amenable to this approach. Not to mention the ponds require a humongous land footprint, raising questions about land use and ecological degradation.
DLE forgoes these expansive pools, instead pulling lithium-rich brine into a processing unit, where some combination of chemicals, sorbents, or membranes isolate and extricate the lithium before the remaining brine gets injected back underground. This process can produce battery-grade lithium in a matter of hours or days, without the need to transport concentrated brine to separate processing facilities.
This tech has been studied for decades, but aside from a few Chinese producers using it in combination with evaporation ponds, it’s largely remained stuck in the research and development stage. Now, several DLE companies are looking to build their first commercial plants in 2026, aiming to prove that their methods can work at scale, no evaporation ponds needed.
“I do think this is the year where DLE starts getting more and more relevant,” Federico Gay, a principal lithium analyst at Benchmark Mineral Intelligence, told me.
Standard Lithium, in partnership with oil and gas major Equinor, aims to break ground this year on its first commercial facility in Arkansas’s lithium-rich Smackover Formation, while the startup Lilac Solution also plans to commence construction on a commercial plant at Utah’s Great Salt Lake. Mining giant Rio Tinto is progressing with plans to build a commercial DLE facility in Argentina, which is already home to one commercial DLE plant — the first outside of China. That facility is run by the French mining company Eramet, which plans to ramp production to full capacity this year.
If “prices are positive” for lithium, Gay said, he expects that the industry will also start to see mergers and acquisitions this year among technology providers and larger corporations such as mining giants or oil and gas majors, as “some of the big players will try locking in or buying technology to potentially produce from the resources they own.” Indeed, ExxonMobil and Occidental Petroleum are already developing DLE projects, while major automakers have invested, too.
But that looming question of lithium prices — and what it means for DLE’s viability — is no small thing. When EV and battery storage demand boomed at the start of the decade, lithium prices climbed roughly 10-fold through 2022 before plunging as producers aggressively ramped output, flooding the market just as EV demand cooled. And while prices have lately started to tick upward again, there’s no telling whether the trend will continue.
“Everyone seems to have settled on a consensus view that $20,000 a tonne is where the market’s really going to be unleashed,” Joe Arencibia, president of the DLE startup Summit Nanotech, told me, referring to the lithium extraction market in all of its forms — hard rock mining, traditional brine, and DLE. “As far as we’re concerned, a market with $14,000, $15,000 a tonne is fine and dandy for us.”
Lilac Solutions, the most prominent startup in the DLE space, expects that its initial Utah project — which will produce a relatively humble 5,000 metric tons of lithium per year — will be profitable even if lithium prices hit last year’s low of $8,300 per metric ton. That’s according to the company’s CEO Raef Sully, who also told me that because Utah’s reserves are much lower grade than South America’s, Lilac could produce lithium for a mere $3,000 to $3,500 in Chile if it scaled production to 15,000 or 20,000 metric tons per year.
What sets Lilac apart from other DLE projects is its approach to separating lithium from brine. Most companies are pursuing adsorption-based processes, in which lithium ions bind to an aluminum-based sorbent, which removes them from surrounding impurities. But stripping the lithium from the sorbent generally requires a good deal of freshwater, which is not ideal given that many lithium-rich regions are parched deserts.
Lilac’s tech relies on an ion-exchange process in which small ceramic beads selectively capture lithium ions from the brine in their crystalline structure, swapping them for hydrogen ions. “The crystal structure seems to have a really strong attraction to lithium and nothing else,” Sully told me. Acid then releases the concentrated lithium. When compared with adsorption-based tech, he explained, this method demands far fewer materials and is “much more selective for lithium ions versus other ions,” making the result purer and thus cheaper to process into a battery-grade material.
Because adsorption-based DLE is already operating commercially and ion-exchange isn’t, Lilac has much to prove with its first commercial facility, which is expected to finalize funding and begin construction by the middle of this year.
Sully estimates that Lilac will need to raise around $250 million to build its first commercial facility, which has already been delayed due to the price slump. The company’s former CEO and current CTO Dave Snydacker told me in 2023 that he expected to commence commercial operations by the end of 2024, whereas now the company plans to bring its Utah plant online at the end of 2027 or early 2028.
“Two years ago, with where the market was, nobody was going to look at that investment,” Sully explained, referring to its commercial plant. Investors, he said, were waiting to see what remained after the market bottomed out, which it now seems to have done. Lilac is still standing, and while there haven’t yet been any public announcements regarding project funding, Sully told me he’s confident that the money will come together in time to break ground in mid-2026.
It also doesn’t hurt that lithium prices have been on the rise for a few months, currently hovering around $20,000 per tonne. Gay thinks prices are likely to stabilize somewhere in this range, as stakeholders who have weathered the volatility now have a better understanding of the market.
At that price, hard rock mining would be a feasible option, though still more expensive than traditional evaporation ponds and far above what DLE producers are forecasting. And while some mines operated at a loss or mothballed their operations during the past few years, Gay thinks that even if prices stabilize, hard-rock mines will continue to be the dominant source of lithium for the foreseeable future due to sustained global investment across Africa, Brazil, Australia, and parts of Asia. The price may be steeper, but the infrastructure is also well-established and the economics are well-understood.
“I’m optimistic and bullish about DLE, but probably it won’t have the impact that it was thought about two or three years ago,” Gay told me, as the hype has died down and prices have cooled from their record high of around $80,000 per tonne. By 2040, Benchmark forecasts that DLE will make up 15% to 20% of the lithium market, with evaporation ponds continuing to be a larger contributor for the next decade or so, primarily due to the high upfront costs of DLE projects and the time required for them to reach economies of scale.
On average, Benchmark predicts that this tech will wind up in “the high end of the second quartile” of the cost curve, making DLE projects a lower mid-cost option. “So it’s good — not great, good. But we’ll have some DLE projects in the first quartile as well, so competing with very good evaporation assets,” Gay told me.
Unsurprisingly, the technology companies themselves are more bullish on their approach. Even though Arencibia predicts that evaporation ponds will continue to be about 25% cheaper, he thinks that “the majority of future brine projects will be DLE,” and that DLE will represent 25% or more of the future lithium market.
That forecast comes in large part because Chile — the world’s largest producer of lithium from brine — has stated in its National Lithium Strategy that all new projects should have an “obligatory requirement” to use novel, less ecologically disruptive production methods. Other nations with significant but yet-to-be exploited lithium brine resources, such as Bolivia, could follow suit.
Sully is even more optimistic, predicting that as lithium demand grows from about 1.5 million metric tons per year to around 3.5 million metric tons by 2035, the majority of that growth will come from DLE. “I honestly believe that there will be no more hard rock mines built in Australia or the U.S.,” he said, telling me that in ten years time, half of our lithium supply could “easily” come from DLE.
As a number of major projects break ground this year and the big players start consolidating, we’ll begin to get a sense of whose projections are most realistic. But it won’t be until some of these projects ramp up commercial production in the 2028 to 2030 timeframe that DLE’s market potential will really crystalize.
“If you’re not a very large player at the moment, I think it’s very difficult for you to proceed,” Sully told me, reflecting on how lithium’s price shocks have rocked the industry. Even with lithium prices ticking precariously upwards now, the industry is preparing for at least some level of continued volatility and uncertainty.
“Long term, who knows what [prices are] going to be,” Sully said. “I’ve given up trying to predict.”
A chat with CleanCapital founder Jon Powers.
This week’s conversation is with Jon Powers, founder of the investment firm CleanCapital. I reached out to Powers because I wanted to get a better understanding of how renewable energy investments were shifting one year into the Trump administration. What followed was a candid, detailed look inside the thinking of how the big money in cleantech actually views Trump’s war on renewable energy permitting.
The following conversation was lightly edited for clarity.
Alright, so let’s start off with a big question: How do investors in clean energy view Trump’s permitting freeze?
So, let’s take a step back. Look at the trend over the last decade. The industry’s boomed, manufacturing jobs are happening, the labor force has grown, investments are coming.
We [Clean Capital] are backed by infrastructure life insurance money. It’s money that wasn’t in this market 10 years ago. It’s there because these are long-term infrastructure assets. They see the opportunity. What are they looking for? Certainty. If somebody takes your life insurance money, and they invest it, they want to know it’s going to be there in 20 years in case they need to pay it out. These are really great assets – they’re paying for electricity, the panels hold up, etcetera.
With investors, the more you can manage that risk, the more capital there is out there and the better cost of capital there is for the project. If I was taking high cost private equity money to fund a project, you have to pay for the equipment and the cost of the financing. The more you can bring down the cost of financing – which has happened over the last decade – the cheaper the power can be on the back-end. You can use cheaper money to build.
Once you get that type of capital, you need certainty. That certainty had developed. The election of President Trump threw that into a little bit of disarray. We’re seeing that being implemented today, and they’re doing everything they can to throw wrenches into the growth of what we’ve been doing. They passed the bill affecting the tax credits, and the work they’re doing on permitting to slow roll projects, all of that uncertainty is damaging the projects and more importantly costs everyone down the road by raising the cost of electricity, in turn making projects more expensive in the first place. It’s not a nice recipe for people buying electricity.
But in September, I went to the RE+ conference in California – I thought that was going to be a funeral march but it wasn’t. People were saying, Now we have to shift and adjust. This is a huge industry. How do we get those adjustments and move forward?
Investors looked at it the same way. Yes, how will things like permitting affect the timeline of getting to build? But the fundamentals of supply and demand haven’t changed and in fact are working more in favor of us than before, so we’re figuring out where to invest on that potential. Also, yes federal is key, but state permitting is crucial. When you’re talking about distributed generation going out of a facility next to a data center, or a Wal-Mart, or an Amazon warehouse, that demand very much still exists and projects are being built in that middle market today.
What you’re seeing is a recalibration of risk among investors to understand where we put our money today. And we’re seeing some international money pulling back, and it all comes back to that concept of certainty.
To what extent does the international money moving out of the U.S. have to do with what Trump has done to offshore wind? Is that trade policy? Help us understand why that is happening.
I think it’s not trade policy, per se. Maybe that’s happening on the technology side. But what I’m talking about is money going into infrastructure and assets – for a couple of years, we were one of the hottest places to invest.
Think about a European pension fund who is taking money from a country in Europe and wanting to invest it somewhere they’ll get their money back. That type of capital has definitely been re-evaluating where they’ll put their money, and parallel, some of the larger utility players are starting to re-evaluate or even back out of projects because they’re concerned about questions around large-scale utility solar development, specifically.
Taking a step back to something else you said about federal permitting not being as crucial as state permitting–
That’s about the size of the project. Huge utility projects may still need federal approvals for transmission.
Okay. But when it comes to the trendline on community relations and social conflict, are we seeing renewable energy permitting risk increase in the U.S.? Decrease? Stay the same?
That has less to do with the administration but more of a well-structured fossil fuel campaign. Anti-climate, very dark money. I am not an expert on where the money comes from, but folks have tried to map that out. Now you’re even seeing local communities pass stuff like no energy storage [ordinances].
What’s interesting is that in those communities, we as an industry are not really present providing facts to counter this. That’s very frustrating for folks. We’re seeing these pass and honestly asking, Who was there?
Is the federal permitting freeze impacting investment too?
Definitely.
It’s not like you put money into a project all at once, right? It happens in these chunks. Let’s say there’s 10 steps for investing in a project. A little bit of money at step one, more money at step two, and it gradually gets more until you build the project. The middle area – permitting, getting approval from utilities – is really critical to the investments. So you’re seeing a little bit of a pause in when and how we make investments, because we sometimes don’t know if we’ll make it to, say, step six.
I actually think we’ll see the most impact from this in data center costs.
Can you explain that a bit more for me?
Look at northern Virginia for a second. There wasn’t a lot of new electricity added to that market but you all of the sudden upped demand for electricity by 20 percent. We’re literally seeing today all these utilities putting in rate hikes for consumers because it is literally a supply-demand question. If you can’t build new supply, it's going to be consumers paying for it, and even if you could build a new natural gas plant – at minimum that will happen four-to-six years from now. So over the next four years, we’ll see costs go up.
We’re building projects today that we invested in two years ago. That policy landscape we invested in two years ago hasn’t changed from what we invested into. But the policy landscape then changed dramatically.
If you wipe out half of what was coming in, there’s nothing backfilling that.
Plus more on the week’s biggest renewables fights.
Shelby County, Indiana – A large data center was rejected late Wednesday southeast of Indianapolis, as the takedown of a major Google campus last year continues to reverberate in the area.
Dane County, Wisconsin – Heading northwest, the QTS data center in DeForest we’ve been tracking is broiling into a major conflict, after activists uncovered controversial emails between the village’s president and the company.
White Pine County, Nevada – The Trump administration is finally moving a little bit of renewable energy infrastructure through the permitting process. Or at least, that’s what it looks like.
Mineral County, Nevada – Meanwhile, the BLM actually did approve a solar project on federal lands while we were gone: the Libra energy facility in southwest Nevada.
Hancock County, Ohio – Ohio’s legal system appears friendly for solar development right now, as another utility-scale project’s permits were upheld by the state Supreme Court.