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Forever chemicals are very good at fighting fires.
Hindsight is 20-20, but boy have we had a lot of bad ideas.
We laid lead pipes to transport our drinking water. We let our kids play in clouds of DDT. We textured our ceilings with asbestos fibers. And until this week, nothing prevented municipalities across the country from allowing cancer-causing chemicals into the water that flows from the kitchen sinks of nearly half of Americans.
On Wednesday, the Environmental Protection Agency announced it would tolerate only exceptionally low levels of six perfluoroalkyls and polyfluoroalkyls — a group collectively known as PFAS, or “forever chemicals” — in U.S. drinking water. The chemicals, which are used for everything from waterproofing raincoats to making stain-resistant rugs, have been linked to severe health problems such as kidney, testicular, prostate, and colorectal cancers, of which diagnoses have been on the rise. An estimated 98% of us have traces of PFAS in our bodies, which often got there in the first place because of something we drank.
Environmental groups were quick to applaud the decision, calling it “overdue” and a “huge victory.” But despite being a huge step toward improving public health, the EPA’s action does not stop PFAS from entering America’s groundwater in the first place. One of the most pernicious sources is also one of the most useful: firefighting foam.
“Aqueous film forming foam,” or AFFF (“A-triple-F”), is highly effective at putting out oil and gasoline fires, which is why commercial airports, refineries, the military, and large ships keep it ready to hand. “When you take a shower, the soap and the shampoo you use spreads out the water into a foam — it suds,” David Trueba, the CEO of Revive Environmental, a company that has developed a method of breaking down PFAS that meets the EPA’s standards, told me. “AFFF does the same thing, but it prevents oxygen from getting to a grease or an oil fire. The PFAS molecules do an excellent job of creating bubbles and foam.”
The specific PFAS chemicals used in the foam are perfluorooctanesulfonic acid or perluorooctanoic acid, both newly restricted under the EPA’s drinking water guidance — but again, nothing prevents companies from continuing to manufacture them. The somewhat limited and specific uses of AFFF might make it seem like a threat mainly to firefighters and aviation professionals, rather than the general public. But in fact, the foam is one of the primary ways PFAS gets into drinking water because it is “directly applied to the environment when conducting training and responding to fires,” Shalene Thomas, the senior emerging contaminants program manager at Battelle, Revive Environmental’s parent company, told me. To add insult to injury, airports are required to test their foam annually, for safety reasons.
Even with the EPA’s new regulations, Thomas said, “until these releases are fully delineated, sources removed, and treatment installed, the risk of exposure from drinking water remains.”
Airports, municipal fire departments, and the military are all moving away from using AFFF to fight liquid fires, but that leaves an estimated 10 to 15 million gallons of the foam in the United States alone, which will have to be carefully processed to neutralize their danger, lest they end up in landfills where they might, of course, leech into the groundwater. Their persistence in the environment is a side effect of the strong bonds that make PFAS so effective — and what makes industry so reluctant to give them up — but it’s also what makes them incredibly difficult to abate. “If you’re playing Red Rover, normal molecules look like you and I — we can lock arms, and they can break through,” Trueba explained. But with PFAS, “We’re playing against The Rock and John Cena. That’s how strong the bond is.”
This conundrum has led some water utilities to complain about costs from a problem they say is not of their own making and is often prohibitively expensive to address. Large water utilities that serve populations of more than 10,000 people may only have a budget of $10 million for everything they do. “Having a $3 to $5 million bogey put on top of that” to treat water for PFAS, as directed by the EPA — “that’s where the comments usually come from,” Trueba said. While the Biden administration allotted an additional $1 billion in its drinking water plan on top of the nearly $4 billion set aside to address PFAS and other contaminants in the Bipartisan Infrastructure Law, $5 billion is still “going to go not very far,” Trueba said. For example, Washington state’s public water utilities alone have said they’d need $1.6 billion for their initial PFAS cleanup.
John Rumpler, the clean water director at Environment America, is less tolerant of complaints from utilities. “For the public water utilities to be sitting there playing the victim and saying, ‘Oh my gosh, the EPA is imposing all these terrible costs on us’ — what do we tell our kids? Do something to help yourself,” he told me. “The part of the problem that utilities can clearly control is to shut off the tap on those industrial wastewater sources that are sending their PFAS to you.” State officials can also set pretreatment standards for industrial dischargers so PFAS are removed before they ever end up in waste sewage plants.
So far, this is how action against AFFF has come about — from individual state lawsuits and takeback programs. Back in 2018, the city of Stewart, Florida, sued chemical manufacturer 3M over the firefighting foam that had contaminated its water table, a suit that was eventually joined by 4,000 cities around the country. The eventual settlement totaled more than $10 billion and sparked the race to create technologies like Revive’s PFAS Annihilator, which uses intense heat and pressure to break the molecule’s stubborn chemical bonds. Other users of AFFF started to look closer at the foam, too; the Pentagon plans to phase out its use this year after an investigation by the Defense Department, and a spokeswoman for the National Fire Protection Association pointed me toward the organization’s ongoing workshops aimed at mitigating health risks to its members from fire-suppressing foams.
If these efforts keep up, it’s possible that in the future PFAS will become another bad idea we disbelievingly shake our heads at when we remember how things used to be. “Our parents and our grandparents seem to have pans and rugs from before these chemicals, so I’m pretty sure that we can do without them,” Rumpler pointed out.
But until chemical manufacturers stop making substances like AFFF, the EPA has only really given the faucet one good turn toward the off position. It still continues to drip.
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On the environmental reviews, Microsoft’s emissions, and solar on farmland
Current conditions: Enormous wildfires in Manitoba, Canada, will send smoke into the Midwestern U.S. and Great Plains this weekend • Northwest England is officially experiencing a drought after receiving its third lowest rainfall since 1871 • Thunderstorms are brewing in Washington, D.C., where the Federal Court of Appeals paused an earlier ruling throwing out much of Trump’s tariff agenda.
The Supreme Court ruled Thursday that courts should show more deference to agencies when hearing lawsuits over environmental reviews.
The case concerned a proposed 88-mile train line in Utah that would connect its Uinta Basin (and its oil resources) with the national rail network. Environmental groups and local governments claimed that the environmental impact statement submitted by the federal Surface Transportation Board did not pay enough attention to the effects of increased oil drilling and refining that the rail line could induce. The D.C. Circuit agreed, vacating the EIS; the Supreme Court did not, overturning the D.C. Circuit in an 8-0 decision.
The National Environmental Policy Act, or NEPA, requires the federal government to study the environmental impact of its actions. The D.C. Circuit “failed to afford the Board the substantial judicial deference required in NEPA cases and incorrectly interpreted NEPA to require the Board to consider the environmental effects of upstream and downstream projects that are separate in time or place,” Justice Brett Kavanaugh wrote for the court.
The court’s decision could sharply limit the ability of the judicial branch to question environmental reviews by agencies under NEPA, and could pave the way for more certain and faster approvals for infrastructure projects.
At least, that’s what Kavanaugh hopes. The current NEPA process, he writes, foists “delay upon delay” on developers and agencies, so “fewer projects make it to the finish line. Indeed, fewer projects make it to the starting line.”
Map of the approved railway route.Source: Uinta Basin Railway Final Environmental Impact Statement
The Department of Agriculture is planning to retool a popular financing program, Rural Energy for America, to discourage solar development on agricultural land, Heatmap’s Jael Holzman exclusively reported.
“Farmland should be for agricultural production, not solar production,” a USDA spokesperson told Heatmap. The comments echoed a USDA report released last week criticizing the use of solar on agricultural land. The report said that the USDA will “disincentivize the use of federal funding at USDA for solar panels to be installed on productive farmland through prioritization points and regulatory action.” The USDA will also “call on state and local governments to work alongside USDA on local solutions.”
The daughter of a woman who died during the Pacific Northwest “Heat Dome” in 2021 sued seven oil and companies for wrongful death in Washington state court, The New York Times reported Thursday.
“The suit alleges that they failed to warn the public of the dangers of the planet-warming emissions produced by their products and that they funded decades-long campaigns to obscure the scientific consensus on global warming,” according to Times reporter David Gelles.
Several cities and states have brought suits making similar claims that oil and gas companies misled the public about the threat of climate change. Earlier this week, a German court threw out a suit from a Peruvian farmer against a German utility, which claimed that the utility’s commissions helped put his town at risk from glacial flooding.
The seven companies named in the lawsuit are Exxon Mobil, Chevron, Shell, BP, ConocoPhillips, Phillips 66, and Olympic Pipeline Company, a subsidiary managed by BP. None of them commented on the suit.
Tech giant Microsoft disclosed in its annual sustainability report that its carbon emissions have grown by 23.4% since 2020, even as the company has a goal to become “carbon negative” by 2030. The upside to the figures is that the growth in emissions was due to a much larger increase in energy use and business activity, not from using dirtier energy. In that same time period, Microsoft’s revenue has grown 71%, and its energy use has grown 168%.
“It has become clear that our journey towards being carbon negative is a marathon,” the report read. The company said it had contracted 34 gigawatts of non-emitting power generation and had agreements to procure 30 million metric tons of carbon removal.
The company has set out to reduce its indirect Scope 3 emissions “by more than half” by 2030 from the 11.5 million metric tons it reported in 2020, as its Scope 1 and Scope 2 emissions fall to close to zero. It will become “carbon negative,” it hopes, by purchasing carbon removal.
Microsoft attempts to reduce emissions in its supply chain by procuring low- or no-carbon fuels and construction materials. Last week the tech giant signed a purchasing agreement with Sublime Systems for 600,000 tons of low-carbon cement.
The Nuclear Regulatory Commission announced it had approved a 77-megawatt small modular reactor design. This is the second SMR design approved by the NRC, following approval of a smaller design in 2020. Both are products of the SMR company NuScale, and neither has yet been deployed. A project to build the earlier design in Idaho was abandoned in 2023.
The NRC review was set to be completed in July of this year. Coming in ahead of scheduled demonstrates “the agency’s commitment to safely and efficiently enable new, advanced reactor technology,” the Commission said in a press release.
Congress and the Biden and Trump administrations have pushed the NRC to move faster and to encourage the development of small modular reactors. No SMR has been built in the United States, nor is there any current plan to do so that has been publicly disclosed. NuScale’s chief executive told Bloomberg that he hopes to have a deal signed by the end of the year and an operational plant by the end of the decade.
Tesla veteran Drew Baglino’s Heron Power raised a $38 million round of Series A funding for a new product designed to replace “legacy transformers and power converters by directly connecting rapidly growing megawatt-scale solar, batteries, and AI data centers to medium voltage transmission,” Baglino wrote on X.
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.