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On NOAA’s annual outlook, LNG lawsuits, and peaker pollution.
Current conditions: Thousands of people in the Midwest are still without power in the aftermath of this week’s severe thunderstorms • A heat wave along the Gulf Coast could break temperature records over Memorial Day weekend • The UN says droughts, floods threaten a “humanitarian catastrophe” in southern Africa.
This morning, officials from the National Oceanic and Atmospheric Administration will announce their predictions for the coming storm season in the Atlantic Ocean. Based on what we know already, it’s shaping up to be a doozy.
What all this means is not quite anybody’s guess, but it is far from certain. As Heatmap’s Jeva Lange has written, “describing hurricane seasons as ‘quiet’ or ‘active’ is really a matter of perspective, even if it makes for good headlines.” It all depends on where they land. If that’s along the Gulf Coast, Heatmap’s Matthew Zeitlin wrote, it could spoil what looks to be a mild summer for gasoline prices in addition to whatever physical and emotional devastation it might cause.
So far this year the Northern Hemisphere has yet to see a named storm, the latest we’ve gone without one since 1983, according to CSU’s Phil Klotzbach. When we do get one in the Atlantic, it’ll be called Alberto.
Nissan is delaying an expansion of its electric vehicle lineup in response to slow sales growth. The automaker had announced plans last year to build five new EV models, including two electric sedans, at its factory in Canton, Mississippi, as part of a push to offer 19 EV models worldwide by 2030. Nissan is now shifting its focus to the crossover SUVs in its EV lineup while it continues work on the sedans.
“We are adjusting the timeline for the introduction of these five new models to ensure we bring the vehicles to the market at the right time, prioritizing in line with customer demand and maximizing the opportunity for our brands and supplier partners,” a Nissan spokesperson said in a statement to CNN.
During the deadly storm that devastated the town of Greenfield, Iowa on Tuesday, a tornado also caused significant damage to a nearby wind farm. Footage from the storm shows multiple 250-foot turbines collapsing, one by one, as the tornado passes over them. MidAmerican Energy Company has reported the “unprecedented” destruction of five turbines at its Orient wind farm in Iowa. The company said some of its turbines recorded wind speeds above 100 miles per hour.
Wind turbines are designed to withstand extreme weather, and losses like this are rare, even in Tornado Alley. (Iowa ranks second after Texas in total wind power generation.) But weather patterns’ increasing unpredictability and severity due to climate change are making such events more likely. Most wind turbines are not equipped to handle direct hits from powerful tornadoes, according to researchers.
The tornado’s aftermath in Greenfield, Iowa.Scott Olson/Getty Images
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Eight Alaskans between the ages of 11 and 22 are suing the state over a major liquified natural gas export project they say violates their constitutional rights. Alaska Gasline Development Corporation’s nearly $40 billion Alaska LNG project — which would include a treatment plant, a liquefaction facility, and an 800-mile gas pipeline stretching across the state — is projected to start exporting around 2030. Its shipments would go to Asia, where demand for LNG is expected to rise. The youth bringing the lawsuit argue that the project infringes on the freedoms afforded them by the Alaska constitution, including access to natural resources and protection from government overreach.
“The acceleration of climate change that this project will bring will affect what the land provides and brings to my culture,” Summer Sagoonick, the 22-year-old lead plaintiff and a member the Iñupiaq tribe, told The Guardian. “I am counting on the courts to protect my rights.”
Gas “peaker” plants — those used by electric utilities mostly to satisfy peak demand — emit above-average amounts of pollution and are often located near historically disadvantaged communities, a new report from the Government Accountability Office found. The 999 peaker plants operating in the U.S. in 2021 provided just 3.1% of the country’s net electricity generation that year. But these peaker plants emitted sulfur dioxide and nitrogen oxides at much higher rates than non-peaker plants, in part because they often lack emissions control technologies, the report found. It pointed to battery storage systems as an alternative that can help meet fluctuating power demand but acknowledged that utilities are concerned about the impacts such a shift would have on grid reliability.
NASA and IBM are releasing a new artificial intelligence model they hope will refine weather forecasting and climate simulations.
Editor’s note: This post has been updated to clarify the region that has seen no named storms so far this year.
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On Trump’s ‘windmill’ ban, FEMA turnover, and PNW power
Current conditions: Physical activity is “discouraged” at the Grand Canyon today as temperatures climb toward 110 degrees Fahrenheit • Tropical Storm Wutip could dump 7 inches of rain in six hours over parts of Vietnam • Investigators are looking into whether this week’s triple-digit heat in Ahmedabad, India, was a factor in Thursday’s deadly plane crash.
Noah Buscher/Unsplash
President Trump said Thursday that his administration is “not going to approve windmills unless something happens that’s an emergency.” The comments — made during the White House East Room signing of legislation overturning California’s authority to set its own car pollution standards — were Trump’s clearest confirmation yet of my colleague Jael Holzman’s reporting, which this week found that “the wind industry’s worst fears are indeed coming to pass.” As Jael went on in The Fight, the Fish and Wildlife Service and the U.S. Army Corps of Engineers have “simply stopped processing wind project permit applications after Trump’s orders — and the freeze appears immovable, unless something changes.”
Trump justified the pause by adding that “we’re not going to let windmills get built because we’re not going to destroy our country any further than it’s already been destroyed,” repeating his long-held grievance that “you go and look at these beautiful plains and valleys, and they’re loaded up with this garbage that gets worse and worse looking with time.” Trump’s aesthetic objections have already blocked at least three wind projects in New York alone — a move that has impacts beyond future energy generation, Jael further notes. According to the Alliance for Clean Energy New York, the policy has impacted “more than $2 billion in capital investments, just in the land-based wind project pipeline, and there’s significant reason to believe other states are also experiencing similar risks.” Read Jael’s full report here.
Turnover at the Federal Emergency Management Agency continued this week after the head of the National Response Coordination Center — responsible for overseeing the federal response to major storms — submitted his resignation, CBS News reported Thursday. Jeremy Greenberg, who’s worked various roles at FEMA for nearly a decade, will stay on for another two weeks but ultimately depart less than a month into hurricane season. “He’s irreplaceable,” one current FEMA official told CBS News, adding that “the brain drain continues and the public will pay for it.” Greenberg’s resignation follows comments President Trump made to the press earlier this week about the need to “wean off of FEMA” after hurricane season is over in November. “A governor should be able to handle” disaster response, the president told reporters on Tuesday, “and frankly, if they can’t handle it, the aftermath, then maybe they shouldn’t be governor.”
Also on Thursday, President Trump issued a presidential memorandum revoking a $1 billion Biden-era agreement to restore salmon and invest in tribally sponsored clean energy infrastructure in the Columbia River Basin, The Seattle Times reports. Biden’s agreement had “placed concerns about climate change above the nation’s interests in reliable energy sources,” the White House claimed.
The 2023 agreement resulted from three decades of opposition to the dams on the Lower Snake River by local tribes and environmental groups. While the Biden administration hadn’t committed to a dam removal, it did present a potential pathway to do so, since Washington State politicians have said that hydropower would need to be replaced by another power source before they’d consider a dam removal plan. The government’s billion-dollar investment would have aided in the construction of up to 3 gigawatts of alternative renewable energy in the region. Kurt Miller, the CEO of the Northwest Public Power Association, celebrated Trump’s action, saying, “In an era of skyrocketing electricity demand, these dams are essential to maintaining grid reliability and keeping energy bills affordable.” But Washington Senator Patty Murray, a Democrat, vowed to fight the “grievously wrong” decision, arguing, “Donald Trump doesn’t know the first thing about the Northwest and our way of life — so of course, he is abruptly and unilaterally upending a historic agreement.”
Two years after we wrote the eulogy for the Chevrolet Bolt EV — “the cheap little EV we need” — General Motors has announced that it will launch the second generation of the car for the 2027 model year. Though “no other details were provided about this next iteration of the Bolt,” Car and Driver wrote that “we expect it to continue as a tall subcompact hatchback, although it could be positioned as a subcompact SUV like the previous generation's EUV model.” A reveal could be coming in the next several months ahead of a likely on-sale date in mid-2026.
Energy developer Scale Microgrids announced Thursday that its latest round of financing, which closed at $275 million, has brought its total to date to over $1 billion. KeyBanc Capital Markets, Cadence Bank, and New York Green Bank led the round, with Greg Berman, the managing director in KeyBanc Capital Markets Utilities, saying in a statement, “We value our relationship with Scale and congratulate their team as they execute on their strategy to deliver high-quality distributed energy assets to the market.” Scale Microgrids said the financing will “support 140 megawatts of distributed generation projects, including microgrids, community-scale solar and storage, and battery storage installations,” many of which are already under construction in the Northeast and California.
“Our best chance is to get a group of critical mass of Republican senators to go to [Senate Majority Leader John] Thune and [Senate Finance Committee Chair Mike] Crapo and say, You’ve got to change this. We can’t vote for it the way it is.” —Democratic Majority Leader Chuck Schumer in conversation with Heatmap’s Robinson Meyer about the Senate math and strategy behind saving the Inflation Reduction Act.
And more of the week’s top news about renewable energy fights.
1. Jefferson County, New York – Two solar projects have been stymied by a new moratorium in the small rural town of Lyme in upstate New York.
2. Sussex County, Delaware – The Delaware legislature is intervening after Sussex County rejected the substation for the offshore MarWin wind project.
3. Clark County, Indiana – A BrightNight solar farm is struggling to get buy-in within the southern region of Indiana despite large 650-foot buffer zones.
4. Tuscola County, Michigan – We’re about to see an interesting test of Michigan’s new permitting primacy law.
5. Marion County, Illinois – It might not work every time, but if you pay a county enough money, it might let you get a wind farm built.
6. Renville County Minnesota – An administrative law judge has cleared the way for Ranger Power’s Gopher State solar project in southwest Minnesota.
7. Knox County, Nebraska – I have learned this county is now completely banning new wind and solar projects from getting permits.
8. Fresno County, California – The Golden State has approved its first large-scale solar facility using the permitting overhaul it passed in 2022, bypassing local opposition to the project. But it’s also prompting a new BESS backlash.
A conversation with Robb Jetty, CEO of REC Solar, about how the developer is navigating an uncertain environment.
This week I chatted with REC Solar CEO Robb Jetty, who reached out to me through his team after I asked for public thoughts from renewables developers about their uncertain futures given all the action in Congress around the Inflation Reduction Act. Jetty had a more optimistic tone than I’ve heard from other folks, partially because of the structure of his business – which is actually why I wanted to include his feelings in this week’s otherwise quite gloomy newsletter.
The following conversation has been lightly edited for clarity. Shall we?
To start, how does it feel to be developing solar in this uncertain environment around the IRA?
There’s a lot of media out there that’s oftentimes trying to interpret something that’s incredibly complex and legalese to begin with, so it’s difficult to really know what the exact impacts are in the first place or what the macroeconomic impacts would be from the policy shifts that would happen from the legislation being discussed right now.
But I’ll be honest, the thing I reinforce the most right now with our team is that you cannot argue with solar being the lowest cost form of electrical generation in the United States and it’s the fastest source of power generation to be brought online. So there’s a reason why, regardless of what happens, our industry isn’t going to go away. We’ve dealt with all kinds of policy changes and I’ve been doing this since 2002. We’ve had lots of changes that have been disruptive to the industry.
You can argue some of the things that are being discussed are more disruptive. But there’s lots of things we’ve faced. Even the pandemic and the fallout on inflation and labor. We’ve navigated through hard times before.
What’s been the tangible impact to your business from this uncertainty?
I would say it has shifted our focus. We sell electricity to our customers that are both commercial customers, using that power behind the meter and on site for their own facilities, or we’re selling electricity to utilities, or virtually through the grid. Right now we’ve shifted some of our strategy toward the acquisition of operating assets instead of buying projects from other developers that could be more impacted by the uncertainty or have economics that are more sensitive to the timing and uncertainty that could come out of the policy. It’s had an impact on our business but, back to my earlier comment, the industry is so big at this point that we’re seeing lots of opportunity for us to provide value to an investor.
As a company that works in different forms of solar development – from small-scale utility to commercial to community solar – do you see any changes in terms of what projects are developed if what’s in the House bill becomes law?
I’m not seeing anything at the moment.
I think most of the activity I’ve been involved in is waiting for this to settle. The disruption is the volatile nature, the uncertainty. We need certainty. Any business needs certainty to plan and operate effectively. But I’m honestly not seeing anything that’s having that impact right now in terms of where investment is flowing, whether its utility scale to the smaller behind-the-meter commercial scale we support in certain markets.
We are seeing it in the residential side of the solar industry. Those are more concerning, because you only have a short amount of time to claim the [investment tax credit] ITC for a residential system.