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Climate

Is the Texas Grid Ready for a Winter Storm?

On ERCOT’s weather watch, solar projects, and oranges

Is the Texas Grid Ready for a Winter Storm?
Heatmap Illustration/Getty Images

Current conditions: Strong Santa Ana winds are bringing dangerous fire threats to Southern California • Heavy rainfall triggered severe floods in Mecca, Saudi Arabia • More than 2,300 flights were cancelled in the U.S. yesterday due to extreme winter weather.

THE TOP FIVE

1. New winter storm threatens southern states

At least five people have died in the brutal winter storm slamming the U.S. Most of the deaths were due to traffic accidents and dangerous driving conditions. Power outages continue in some of the hardest hit states, with nearly 200,000 customers in the dark across the Midwest and Mid-Atlantic. There’s little relief in sight, with temperatures expected to remain bitterly cold, and another storm already forming. The new system threatens to bring snow and ice to the South by Friday. “The impending storm could deliver more than a year's worth of snow to Dallas,” according to AccuWeather. The good news is that Texas’ grid operator, ERCOT, isn’t worried. It issued a “weather watch” earlier this week through the 10th, forecasting higher electricity demand, but said “grid conditions are expected to be normal.”

AccuWeather

2. Trump says he will reverse Biden’s drilling ban ‘immediately’

President-elect Donald Trump blasted President Biden’s sweeping ban on offshore drilling, saying in a radio interview that he had the “right to unban it immediately.” He accused the Biden administration of “doing everything possible to make the TRANSITION as difficult [as] possible.” Trump has promised to “drill, baby, drill” and expand domestic oil production once he takes office. But he will have a hard time reversing Biden’s offshore drilling ban without an act of Congress, which may prove elusive since some lawmakers in coastal states want to prevent drilling along their shorelines. Most of the regions affected by the ban are not of particular interest to oil and gas companies, anyway. “The U.S. is producing historic amounts of oil and gas,” noted E&E News, “and Biden’s order is unlikely to change that.”

3. Large Arizona solar project gets BLM approval

The Bureau of Land Management has approved a large solar power and battery storage project in Arizona. Once completed, the 600-megawatt Jove Solar Project in La Paz County will provide enough clean energy to power 180,000 homes. The project will cover nearly 3,500 acres, but BLM has approved a construction plan that “avoids construction within the desert wash that crosses the project, preserves the channel floodplain, maintains wildlife habitat connectivity, and avoids areas of environmental sensitivity.” In its announcement, the agency said it has approved 46 renewable energy projects on public lands since January 2021, with total capacity exceeding 34 gigawatts – well beyond the Biden administration’s goal of permitting 25 gigawatts worth of renewable energy by 2025 (the administration announced it had surpassed that goal last April).

In other approval news, the Environmental Protection Agency recently gave the green light to California’s first carbon capture and storage project. The plan is to capture CO2 from industrial operations run by California Resources Corp – an oil and gas company – and inject the gas into underground wells. “The process is energy-intensive and has a history of high profile failures,” Bloomberg noted. “Oil companies favor the technology because it allows them to potentially continue extracting and selling fossil fuels while seeking to address emissions.”

4. Climate change is hurting America’s oranges and apples

One of the country’s biggest citrus growers is walking away from the business, in part due to unrelenting hurricane damage in Florida. Alico Inc. says its citrus production has plummeted by 73% in just 10 years. It cites a rampant citrus disease called “greening,” as well as extreme weather, for the losses. “The impact of Hurricanes Irma in 2017, Ian in 2022 and Milton in 2024 on our trees, already weakened from years of citrus greening disease, has led Alico to conclude that growing citrus is no longer economically viable for us in Florida,” said John Kiernan, Alico’s president and chief executive officer. Scientists say climate change is producing more intense hurricanes. In the case of Hurricane Milton, researchers believe climate change boosted the storm’s winds by 10% and increased its rainfall by up to 30%.

Meanwhile, a study found that climate change is also hurting apple production in America, and especially in Washington, Michigan, New York. “We shouldn’t take the delicious apples we love to consume for granted,” said Deepti Singh, a climate scientist at Washington State University and an author on the study. “Changing climate conditions over multiple parts of the growth cycle pose potentially compounding threats to the production and quality of apples.”

5. Study: Wildfire smoke has minimal impact on nation’s solar panels

With wildfires becoming more frequent and more extreme in the U.S. due to climate change, recent research from Colorado State University examines how the smoke from these events is affecting solar power generation. As wildfire smoke spreads, it can dim the sunlight, thus reducing the amount of solar radiation that hits a solar panel. But the new study, published in the journal Nature Communications, suggests this effect is limited mostly to the areas nearest the fires. Even when plumes spread across state lines, “on average, smoke will not greatly affect baseline solar PV resource availability,” the study found. “PV resources remain relatively stable across most of [the continental United States] even in extreme fire seasons.”

THE KICKER

Cox Automotive anticipates that 1 in 4 vehicles sold in the U.S. this year will be electric.

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Spotlight

The Data Center Transmission Brawls Are Just Getting Started

What happens when one of energy’s oldest bottlenecks meets its newest demand driver?

Power line construction.
Heatmap Illustration/Getty Images

Often the biggest impediment to building renewable energy projects or data center infrastructure isn’t getting government approvals, it’s overcoming local opposition. When it comes to the transmission that connects energy to the grid, however, companies and politicians of all stripes are used to being most concerned about those at the top – the politicians and regulators at every level who can’t seem to get their acts together.

What will happen when the fiery fights on each end of the wire meet the broken, unplanned spaghetti monster of grid development our country struggles with today? Nothing great.

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Hotspots

Will Maine Veto the First State-Wide Data Center Ban?

Plus more of the week’s biggest development fights.

The United States.
Heatmap Illustration/Getty Images

1. Franklin County, Maine – The fate of the first statewide data center ban hinges on whether a governor running for a Democratic Senate nomination is willing to veto over a single town’s project.

  • On Wednesday, the Maine legislature passed a total ban on new data center projects through the end of 2027, making it the first legislative body to send such a bill to a governor’s desk. Governor Janet Mills, who is running for Democrats’ nomination to the Senate, opposed the bill prior to the vote on the grounds that it would halt a single data center project in a small town. Between $10 million and $12 million has already been sunk into renovating the site of a former paper mill in Jay, population 4,600, into a future data center. Mills implored lawmakers to put an exemption into the bill for that site specifically, stating it would otherwise cost too many jobs.
  • It’s unclear whether Mills will sign or veto the bill. Her office has not said whether she would sign the bill without the Jay exemption and did not reply to a request for comment. Neither did the campaign for Graham Platner, an Iraq War veteran and political novice running competitively against Mills for the Senate nomination. Platner has said little about data centers so far on the campaign trail.
  • It’s safe to say that the course of Democratic policy may shift if Mills – seen as the more moderate candidate of the two running for this nomination – signs the first state-wide data center ban. Should she do so and embrace that tack, it will send a signal to other Democratic politicians and likely accelerate a further shift into supporting wide-scale moratoria.

2. Jerome County, Idaho – The county home to the now-defunct Lava Ridge wind farm just restricted solar energy, too.

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Q&A

Why Data Centers Need Battery Storage

A chat with Scott Blalock of Australian energy company Wärtsilä.

Scott Blalock.
Heatmap Illustration/Getty Images

This week’s conversation is with Scott Blalock of Australian energy company Wärtsilä. I spoke with Blalock this week amidst my reporting on transmission after getting an email asking whether I understood that data centers don’t really know how much battery storage they need. Upon hearing this, I realized I didn’t even really understand how data centers – still a novel phenomenon to me – were incorporating large-scale battery storage at all. How does that work when AI power demand can be so dynamic?

Blalock helped me realize that in some ways, it’s more of the same, and in others, it’s a whole new ballgame.

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