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On population declines, big oil mergers, and ocean current collapse
Current conditions: A freak hail storm hit Abu Dhabi • Beaches in Trinidad and Tobago are black after a massive oil spill • It will be another wet week in California.
One in five migratory species are at risk of extinction, and humans are mostly to blame, according to a grim new United Nations report. The State of the World’s MIgratory Species report from the UN Environment Programme World Conservation Monitoring Centre (CMS) is the first to study the many creatures – from elephants to butterflies to birds – that travel thousands of miles every year to breed, eat, or find new climates. The report examined 1,189 of these species and found some 44% are in population decline. Perhaps the most shocking takeaway is the dire state of the world’s migratory fish species: Ninety-seven percent are facing extinction. Migratory reptiles are also in trouble, with 70% threatened. Overexploitation and habitat loss due to human activity are the largest pressures contributing to these losses. “These animals are, first and foremost, part of the ecosystems where they’re found,” CMS executive secretary Amy Fraenkel told CNN. “And we have a lot of evidence showing that if you remove these species, if they decline, it will have impacts on the ecosystems where they’re found, and not in a positive way.” Protecting migrating animals can be a challenge because it requires cross-border cooperation.
Proportion of species classified in risk areasCMS
Diamondback Energy announced a $26 billion deal to buy Endeavor Energy Resources, the largest private oil company in America’s biggest oil field, the Permian Basin. The deal catapults Diamondback to the third spot on the list of the region’s largest oil and gas producers. This is “the latest in a flurry of large-scale merger and acquisition activity in the U.S. shale patch as companies look to snap up the best remaining drilling acreage,” explained the Financial Times. Last year saw similar acquisitions targeting the region by ExxonMobil and Chevron. Together Diamondback and Endeavor will pump the equivalent of 816,000 barrels of oil per day, Reuters reported.
A new study suggests the “conveyor belt” of Atlantic Ocean currents that sends warm water north and cold water south is in danger of collapse. Climate researchers have long worried that global warming could someday cause the Atlantic Meridional Overturning Circulation (AMOC) to slow or stop. This would trigger major shifts in regional climates and devastate ecosystems, but such an event has always been hard to predict, and most forecasts saw it occuring centuries in the future, if at all. For this new study, researchers used a supercomputer to run through potential warming scenarios and were able to trigger a collapse in the model AMOC, confirming there is indeed a point at which the system breaks down. While the team couldn’t pinpoint when this collapse could happen, they say the findings suggest “we are moving in the direction of the tipping point.” If AMOC were to shut down, parts of Europe, North America, and Asia could see temperatures drop, the southern hemisphere could warm, and Atlantic sea levels could rise by a meter, all within a short timespan that would make adaptation almost impossible, The Guardian reported.
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Tractor company John Deere plans to start making and selling fully electric farm and construction equipment by 2026, Yale Climate Connections reported. The company said its electric lineup will give farmers more flexibility and help them lower costs. “They can manage yield and plant health on a more frequent basis; enabled by the cost of that pass being so low. They are no longer exposed to fuel costs. Producers can focus on the health of the plants/animals, and truly optimize the material inputs such as fertilizers, chemicals, and feeds.” It mentions reduced CO2 emissions, too, but only briefly, suggesting John Deere thinks the key to encouraging farmers to swap out their legacy equipment is to focus on operational improvements rather than environmental benefits.
The first trailer for the disaster film Twisters debuted during the Super Bowl last night. The film, which hits theaters in July, isn’t a remake of the 1996 Twister, but more of a follow up. It promises to be just as nightmare-inducing, especially given how extreme weather has become more common in the years since the first film was released. Back in ‘96, “‘climate change’ didn’t quite carry the very real, very doom-laden weight that it does now,” wrote Cheryl Eddy at Gizmodo. “Is Twisters’ apocalyptic weather even in the realm of science fiction anymore?”
California is considering introducing an electric bike license for riders who do not already have a regular driver’s license. It would require e-bike drivers to take a course, pass a test, and get a state ID.
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How the Migratory Bird Treaty Act could become the administration’s ultimate weapon against wind farms.
The Trump administration has quietly opened the door to strictly enforcing a migratory bird protection law in a way that could cast a legal cloud over wind farms across the country.
As I’ve chronicled for Heatmap, the Interior Department over the past month expanded its ongoing investigation of the wind industry’s wildlife impacts to go after turbines for killing imperiled bald and golden eagles, sending voluminous records requests to developers. We’ve discussed here how avian conservation activists and even some former government wildlife staff are reporting spikes in golden eagle mortality in areas with operating wind projects. Whether these eagle deaths were allowable under the law – the Bald and Golden Eagle Protection Act – is going to wind up being a question for regulators and courts if Interior progresses further against specific facilities. Irrespective of what one thinks about the merits of wind energy, it’s extremely likely that a federal government already hostile to wind power will use the law to apply even more pressure on developers.
What’s received less attention than the eagles is that Trump’s team signaled it could go even further by using the Migratory Bird Treaty Act, a separate statute intended to support bird species flying south through the U.S. from Canada during typical seasonal migration periods. At the bottom of an Interior press release published in late July, the department admitted it was beginning a “careful review of avian mortality rates associated with the development of wind energy projects located in migratory flight paths,” and would determine whether migratory birds dying because of wind farms qualified as “‘incidental’ takings” – harm or death – under the Migratory Bird Treaty Act.
While not stated explicitly, what this means is that the department appears to be considering whether to redefine these deaths as intentional under the Migratory Bird Treaty Act, according to Ben Cowan, a lawyer with the law firm Troutman Pepper Locke.
I reached out to Cowan after the eagle investigation began because his law firm posted a bulletin warning that developers “holding active eagle permits” might want to prepare for “subpoenas that may be forthcoming.” During our chat earlier this month, he told me that the eagle probe is likely going to strain financing for projects even on private lands that wouldn’t require any other forms of federal sign-off: “Folks don’t want to operate if they feel there’s a significant risk they might take an eagle without authorization.”
Cowan then voiced increasing concern about the migratory bird effort, however, because the law on this matter could be a quite powerful – if legally questionable – weapon against wind development.
Unlike the Endangered Species Act or the eagle protection law, there is currently no program on the books for a wind project developer to even obtain a permit for incidental impacts to a migratory bird. Part of the reason for the absence of such a program is the usual federal bureaucratic struggle that comes with implementing a complex statute, with the added effect of the ping-pong of federal control; the Biden administration started a process for permitting “incidental” impacts, but it was scrapped in April by the Trump team. Most protection of migratory birds under the law today comes from voluntary measures conducted by private companies and nonprofits in consultation with the federal government.
Hypothetically, hurting a migratory bird should be legally permissible to the federal government. That’s because the administration loosened implementation of the law earlier this year with an Interior Department legal opinion that stated the agency would only go after harm that was “intentional” – a term of art under the statute.
This is precisely why Cowan is fretting about migratory birds, however. Asked why the wind industry hasn’t publicly voiced more anxiety about this potential move, he said industry insiders genuinely hope this is “bluster” because such a selective use of this law “would be so beyond the pale.”
“It’s basically saying the purpose of a wind farm is to kill migratory birds, which is very clearly not the case – it’s to generate renewable electricity,” Cowan told me, adding that any effort by the Interior Department would inevitably result in lawsuits. “I mean, look at what this interpretation would mean: To classify it as intentional take would say the purpose of operating a wind farm would be to kill a bird. It’s obviously not. But this seems to be a way this administration is contemplating using the MBTA to block the operation of wind farms.”
It’s worth acknowledging just how bonkers this notion is on first blush. Is the federal government actually going to decide that any operating wind farm could be illegal? That would put entire states’ power supplies – including GOP-heavy states like Iowa – in total jeopardy. Not to mention it would be harmful overall to take operating capacity offline in any fashion at a moment when energy demand is spiking because of data centers and artificial intelligence. Even I, someone who has broken quite a few eye-popping stories about Trump’s war on renewables, struggle to process the idea of the government truly going there on the MBTA.
And yet, a door to this activity is now open, like a cleaver hanging over the industry’s head.
I asked the Interior Department to clarify its timeline for the MBTA review. It declined to comment on the matter. I would note that in mid-August, the Trump administration began maintenance on a federal dashboard for tracking regulations such as these and hasn’t updated it since. So we’ll have to wait for nothing less than their word to know what direction this is going in.
And more on the week’s most important conflicts around renewable energy projects.
1. Santa Fe County, New Mexico – County commissioners approved the controversial AES Rancho Viejo solar project after months of local debate, which was rendered more intense by battery fire concerns.
2. Nantucket, Massachusetts – The latest episode of the Vineyard Wind debacle has dropped, and it appears the offshore wind project’s team is now playing ball with the vacation town.
3. Klickitat County, Washington – Washington Gov. Bob Ferguson is pausing permitting on Cypress Creek Renewables’ Carriger solar project despite a recommendation from his own permitting council, citing concerns from tribes that have dogged other renewables projects in the state.
4. Tippecanoe County, Indiana – The county rejected what is believed to have been its first utility-scale solar project, flying in the face of its zoning staff.
5. Morrow County, Oregon – This county is opting into a new state program that purports to allow counties more input in how they review utility-scale solar projects.
6. Ocean County, New Jersey – The Jersey shoreline might not get a wind farm any time soon, but now that angst is spreading to battery storage.
7. Fairfield County, Ohio – Hey, at least another solar farm is getting permitted in Ohio.
Talking NEPA implementation and permitting reform with Pamela Goodwin, an environmental lawyer at Saul Ewing LLP.
This week’s conversation is with Pamela Goodwin, an environmental lawyer with Saul Ewing LLP. I reached out to her to chat about permitting because, well, when is that not on all of our minds these days. I was curious, though, whether Trump’s reforms to National Environmental Policy Act regulations and recent court rulings on the law’s implementation would help renewables in any way, given how much attention has been paid to “permitting reform” over the years. To my surprise, there are some silver linings here – though you’ll have to squint to see them.
The following chat was lightly edited for clarity.
So walk me through how you see the Trump administration handling renewable energy projects right now under NEPA.
In general, the federal government has been much more reluctant to the timely issue of permits in contrast to what we might be seeing on the more traditional side of things.
But that’s separate from NEPA — it relates to public notice and comments and the opportunity for third parties to get involved, ensuring any decision-making on the government side is done in a way that’s evocative of a fair system. On the NEPA side, I don’t know if they’re going to treat renewables any differently than they’re going to treat other sorts of projects. That’s different, from a policy perspective, [from] how they’re handling the permits.
If, from a policy perspective, the federal government is less inclined to make a determination about a particular project — or if it decides that it doesn’t like wind, for example, and isn’t going to issue a permit — that’s different than the procedural elements associated with a NEPA review.
The Supreme Court recently ruled in the Seven County case that agencies can be granted a lot of deference in their reviews under NEPA, seeing it more as a procedural statute than a substantive roadblock. What will this lead to?
I think that what we’re seeing – and every agency’s different – but what the court said is that lower courts should defer to the agency to establish their own protocols under NEPA. They’ve begun to streamline the process by which they issue permits, issue notices of those permits, and give people the opportunity to comment on them.
What we’re anticipating will happen if the court gets its wishes – and candidly, I think this is a good thing for developers, on both the renewables and non-renewables side – is that we’ll see more expeditious permitting from the federal government.
You may not like the determinations. There’s a possibility that certain permits are denied if the nature of the permit is in conflict with the federal government’s policy and intention. But you’ll get a quicker decision than you used to get. And if there’s a will to issue a permit, you’ll get it faster.
We’ve heard the concept of permitting reform or NEPA reform as a leveling of the playing field, but in this environment, it is not entirely clear that’ll be the case. Where does the battleground turn then for those who get, as you put it, rejections faster?
That’s a great question. Regrettably, the immediate battleground is the courts. There is certainly a right and an opportunity for anybody who feels a determination was incorrect to challenge that, and to challenge the particular agency’s implementation of NEPA.
Okay, but what’s the remedy here if renewables companies are just getting rejections faster from the Trump team?
Without a real-world example, it’s hard to give you legal theories, but they will always exist. It’ll be circumstantial, and good lawyers always come up with good arguments. I don’t think this issue is fully resolved, either. The Supreme Court has done a favor to everybody by at least defining the issue, but now we’ll have to see what happens as agencies make these kinds of determinations.