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New York’s Attentive Energy is now on pause, meaning more pollution, stalled plans, and a tighter margin for error.
As soon as Donald Trump was declared the winner of November’s presidential election, climate advocates vowed to continue making progress at the state and local level. But some local projects may still depend too much on federal policy to move forward.
The president-elect’s influence has already put a highly anticipated plan to convert New York City’s biggest power plant into a renewable energy hub on shaky ground. Central to the conversion is a 1,400-megawatt offshore wind farm called Attentive Energy developed by TotalEnergies. Trump, a longtime critic of the industry, has made vague threats to “end” offshore wind “on day one.” While that overstates his capabilities, his administration will, at the very least, have the power to slow the processing of permits.
The regulatory uncertainty was enough to convince Patrick Pouyanne, the CEO of TotalEnergies, to put Attentive Energy on pause, he said at the Energy Intelligence Forum in London, according to Bloomberg — though he left open the possibility of reviving it “in four years.”
That’s bad news for the Ravenswood Generating Station in Long Island City, Queens. Ravenswood consists of three steam turbines built in the 1960s that run mostly on natural gas, though sometimes also on oil, plus a natural gas combined cycle unit built in 2004. Together, they emitted nearly 1.3 million metric tons of CO2 in 2023, or about 8% of the city’s carbon emissions from electricity production, while representing more than 20% of the city’s local generating capacity. Ravenswood is also situated across the street from the largest public housing project in the country, and has spewed pollution into the area colloquially referred to as “asthma alley” for decades.
Rise Light and Power, the company that owns the plant, has said it will redress those harms to the community by transforming the site into “Renewable Ravenswood.” The aspiration includes retiring the three 1960s-era generators and replacing them with offshore wind, battery energy storage, and additional renewable energy delivered from upstate New York via a new transmission line. Long term, the company says it will repurpose the plant’s cooling infrastructure to provide clean heating and cooling to buildings in the neighborhood.
Members of the community and local political leaders celebrated the proposal and showed up at rallies and public hearings to support it. Rise Light and Power also incorporated clean energy job training into the plan and earned the support of the union workers who operate the plant. The environmental group Earthjustice recently cited Renewable Ravenswood in a state filing as a shining example of “a more community-centered approach to energy planning.”
The website for Renewable Ravenswood declares that the plan “starts with offshore wind,” and says that “Attentive Energy One is the first step.” When Attentive Energy submitted its initial bid for a power contract with the state last year, Rise Light and Power CEO Clint Plummer told the local outlet City Limitsthat the wind farm “essentially unlocks ‘Renewable Ravenswood.’”
Now, it's unclear when the promised air quality benefits and jobs will materialize.
When I hopped on the phone with Plummer, the Ravenswood CEO, last week, he downplayed the implications of the pause.
“I don’t think it changes that much,” he told me, stressing that “project delays don't impact our commitment to the vision” and that “it’s simply part of the process of developing these large scale energy infrastructure projects.” Plummer said the company could continue to make progress on permitting, engineering, and other related work on the site and in the community in the meantime. Since New York state has significantly more control over onshore renewables and transmission, he said, it may be possible to move more quickly on those.
The pause on Attentive Energy may have come with or without Trump — the project, which is a joint venture between Rise Light and Power, TotalEnergies, and Corio, had already withdrawn its revised bid for a contract to sell power into New York’s energy market in October. When I asked Attentive for clarification, however, representatives didn’t respond.
The wind farm pause is the third big setback to the company’s replacement plans in as many years.
The first effort to bring clean energy to Ravenswood was a 316-megawatt battery project the New York Public Service Commission approved in 2019. It was slated to be completed by April 2021, but by January of that year, the company had not yet secured an offtake agreement with Con Edison, the local utility, and so asked for a three-year extension. The development still has not broken ground. “Our project, and most like it that have been proposed in New York City, are awaiting the State’s expected battery procurement next year,” a spokesperson told me when I asked for a status update. “We expect that projects that received State incentives through that program will likely be able to proceed to construction quickly.”
The company also submitted a bid to the New York State Energy Research and Development Authority in May of 2021 to build a transmission line called the Catskills Renewable Connector that would be capable of delivering 1,200 megawatts of renewable energy from upstate solar and wind farms to the Ravenswood site, meeting up to 15% of the city’s electricity needs. But the agency passed over the proposal in favor of two other transmission lines — Clean Path New York, which would bring renewable power to the city from Western New York, and the Champlain Hudson Power Express, which would deliver hydropower from Canada. (While construction on the latter project is well underway, Clean Path was cancelled the day before Thanksgiving.)
“We weren't selected then, but we’ve continued to mature and advance that project,” Plummer told me, regarding the Catskills line. “All these projects take a very long period of time to realize.”
The only aspect of Renewable Ravenswood that’s still alive and kicking, at least publicly, is the Queensborough Renewable Express, a set of high-voltage power lines that would connect the site to any future offshore wind farms in New York Harbor. The company is currently awaiting approval on a key permit for the line from the New York Public Service Commission. But while much of the project is located within the jurisdiction of New York, part of it will also need federal approvals.
Plummer may not be too concerned about the wind farm’s delay, but a freeze on offshore wind development for the next four years would further stretch New York’s already strained climate goals.
New York law requires the state to get 70% of its energy from renewable sources by 2030 and 100% from zero-emissions sources by 2040. The most recent progress report on those goals, compiled by the New York Power Authority, found that the state had enough renewable energy operating and contracted so far to supply about 44% of expected demand in 2030.
A separate state analysis showed that offshore wind would play a key role in reaching the target, with an expected 6 gigawatts of offshore wind generation getting New York about 15% of the way there. But so far, the state has finalized contracts for only about 1.7 gigawatts. Though New York has several additional contracts pending awards, none of those potential projects has yet submitted construction plans to the federal Bureau of Ocean Management. If that office freezes its offshore wind work for the next four years, it’s possible none of them will be able to start construction until the 2030s at the earliest.
“Four years may not be significant for project development time frames,” Daniel Zarrilli, the former chief climate policy advisor for the city of New York, told me. “But the state has these 2030 and 2040 goals, and so many pieces of what makes up the ability to hit those goals are under stress. So it’s certainly not good news.”
New Yorkers aren’t the only ones who will be affected by the pause. Attentive Energy was also working on two additional offshore wind projects that would send power to New Jersey. The developer had already secured a contract to sell power into that state from a 1.3-gigawatt project called Attentive Energy Two. In July, it submitted a bid to New Jersey’s fourth offshore wind solicitation for an additional, unnamed 1.3-gigawatt project. The New Jersey Board of Public Utilities is expected to reach a decision on that solicitation this month.
I reached out to TotalEnergies to ask whether all three projects were paused or just the New York one, but the company said it would not comment on Pouyanne’s speech. The New Jersey Board of Public Utilities also did not respond as to whether Attentive had pulled either its awarded contract or bid.
It’s true that developing these projects takes a long time, and that anyone excited about Renewable Ravenswood should not have expected any new clean power to come into the site until the end of this decade, anyway. But further delays could have real consequences. “Any of these projects faltering is just going to keep New York City reliant on an aging and dirty fossil fleet,” said Zarrilli. The city is in a hole, he said, after the Indian Point nuclear plant closed and made it even more reliant on natural gas for electricity.
On my call with Plummer, he emphasized several times that the city has “the thinnest reserve margins we’ve had in decades” — in other words, it doesn’t have much wiggle room to meet increases in electricity demand. Rise Light and Power has already shut down 17 small gas “peaker” plants that were previously part of Ravenswood to make room for new renewable energy infrastructure. The city will be in better shape in 2026, assuming the Champlain Hudson Power Express finishes on time, according to the New York grid operator NYISO. But by the early 2030s, when additional peaker plants are expected to be shut down due to pollution regulations, New York could be back on thin ice.
By then, the steam turbines at Ravenswood will be nearly 70 years old. Unless significant additional generation comes online by then, Rise Light and Power could be forced to re-invest in those gas generators rather than retire them. “It’d be terrible if they were forced to make that choice in the future,” said Zarrilli.
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A new Data for Progress poll provided exclusively to Heatmap shows steep declines in support for the CEO and his business.
Nearly half of likely U.S. voters say that Elon Musk’s behavior has made them less likely to buy or lease a Tesla, a much higher figure than similar polls have found in the past, according to a new Data for Progress poll provided exclusively to Heatmap.
The new poll, which surveyed a national sample of voters over the President’s Day weekend, shows a deteriorating public relations situation for Musk, who has become one of the most powerful individuals in President Donald Trump’s new administration.
Exactly half of likely voters now hold an unfavorable view of Musk, a significant increase since Trump’s election. Democrats and independents are particularly sour on the Tesla CEO, with 81% of Democrats and 51% of independents reporting unfavorable views.
By comparison, 42% of likely voters — and 71% of Republicans — report a favorable opinion of Musk. The billionaire is now eight points underwater with Americans, with 39% of likely voters reporting “very” unfavorable views. Musk is much more unpopular than President Donald Trump, who is only about 1.5 points underwater in FiveThirtyEight’s national polling average.
Perhaps more ominous for Musk is that many Americans seem to be turning away from Tesla, the EV manufacturer he leads. About 45% of likely U.S. voters say that they are less likely to buy or lease a Tesla because of Musk, according to the new poll.
That rejection is concentrated among Democrats and independents, who make up an overwhelming share of EV buyers in America. Two-thirds of Democrats now say that Musk has made them less likely to buy a Tesla, with the vast majority of that group saying they are “much less likely” to do so. Half of independents report that Musk has turned them off Teslas. Some 21% of Democrats and 38% of independents say that Musk hasn’t affected their Tesla buying decision one way or the other.
Republicans, who account for a much smaller share of the EV market, do not seem to be rushing in to fill the gap. More than half of Republicans, or 55%, say that Musk has had no impact on their decision to buy or lease a Tesla. While 23% of Republicans say that Musk has made them more likely to buy a Tesla, roughly the same share — 22% — say that he has made them less likely.
Tesla is the world’s most valuable automaker, worth more than the next dozen or so largest automakers combined. Musk’s stake in the company makes up more than a third of his wealth, according to Bloomberg.
Thanks in part to its aging vehicle line-up, Tesla’s total sales fell last year for the first time ever, although it reported record deliveries in the fourth quarter. The United States was Tesla’s largest market by revenue in 2024.
Musk hasn’t always been such a potential drag on Tesla’s reach. In February 2023, soon after Musk’s purchase of Twitter, Heatmap asked U.S. adults whether the billionaire had made them more or less likely to buy or lease a Tesla. Only about 29% of Americans reported that Musk had made them less likely, while 26% said that he made them more likely.
When Heatmap asked the question again in November 2023, the results did not change. The same 29% of U.S. adults said that Musk had made them less likely to buy a Tesla.
By comparison, 45% of likely U.S. voters now say that Musk makes them less likely to get a Tesla, and only 17% say that he has made them more likely to do so. (Note that this new result isn’t perfectly comparable with the old surveys, because while the new poll surveyed likely voters , the 2023 surveys asked all U.S. adults.)
Musk’s popularity has also tumbled in that time. As recently as September, Musk was eight points above water in Data for Progress’ polling of likely U.S. voters.
Since then, Musk has become a power player in Republican politics and been made de facto leader of the Department of Government Efficiency. He has overseen thousands of layoffs and sought to win access to computer networks at many federal agencies, including the Department of Energy, the Social Security Administration, and the IRS, leading some longtime officials to resign in protest.
Today, he is eight points underwater — a 16-point drop in five months.
“We definitely have seen a decline, which I think has mirrored other pollsters out there who have been asking this question, especially post-election,” Data for Progress spokesperson Abby Springs, told me .
The new Data for Progress poll surveyed more than 1,200 likely voters around the country on Friday, February 14, and Saturday, February 15. Its results were weighted by demographics, geography, and recalled presidential vote. The margin of error was 3 percentage points.
On Washington walk-outs, Climeworks, and HSBC’s net-zero goals
Current conditions: Severe storms in South Africa spawned a tornado that damaged hundreds of homes • Snow is falling on parts of Kentucky and Tennessee still recovering from recent deadly floods • It is minus 39 degrees Fahrenheit today in Bismarck, North Dakota, which breaks a daily record set back in 1910.
Denise Cheung, Washington’s top federal prosecutor, resigned yesterday after refusing the Trump administratin’s instructions to open a grand jury investigation of climate grants issued by the Environmental Protection Agency during the Biden administration. Last week EPA Administrator Lee Zeldin announced that the agency would be seeking to revoke $20 billion worth of grants issued to nonprofits through the Greenhouse Gas Reduction Fund for climate mitigation and adaptation initiatives, suggesting that the distribution of this money was rushed and wasteful of taxpayer dollars. In her resignation letter, Cheung said she didn’t believe there was enough evidence to support grand jury subpoenas.
Failed battery maker Northvolt will sell its industrial battery unit to Scania, a Swedish truckmaker. The company launched in 2016 and became Europe’s biggest and best-funded battery startup. But mismanagement, production delays, overreliance on Chinese equipment, and other issues led to its collapse. It filed for Chapter 11 bankruptcy protection in November and its CEO resigned. As Reutersreported, Northvolt’s industrial battery business was “one of its few profitable units,” and Scania was a customer. A spokesperson said the acquisition “will provide access to a highly skilled and experienced team and a strong portfolio of battery systems … for industrial segments, such as construction and mining, complementing Scania's current customer offering.”
TikTok is partnering with Climeworks to remove 5,100 tons of carbon dioxide from the air through 2030, the companies announced today. The short-video platform’s head of sustainability, Ian Gill, said the company had considered several carbon removal providers, but that “Climeworks provided a solution that meets our highest standards and aligns perfectly with our sustainability strategy as we work toward carbon neutrality by 2030.” The swiss carbon capture startup will rely on direct air capture technology, biochar, and reforestation for the removal. In a statement, Climeworks also announced a smaller partnership with a UK-based distillery, and said the deals “highlight the growing demand for carbon removal solutions across different industries.”
HSBC, Europe’s biggest bank, is abandoning its 2030 net-zero goal and pushing it back by 20 years. The 2030 target was for the bank’s own operations, travel, and supply chain, which, as The Guardiannoted, is “arguably a much easier goal than cutting the emissions of its loan portfolio and client base.” But in its annual report, HSBC said it’s been harder than expected to decarbonize supply chains, forcing it to reconsider. Back in October the bank removed its chief sustainability officer role from the executive board, which sparked concerns that it would walk back on its climate commitments. It’s also reviewing emissions targets linked to loans, and considering weakening the environmental goals in its CEO’s pay package.
A group of 27 research teams has been given £81 million (about $102 million) to look for signs of two key climate change tipping points and create an “early warning system” for the world. The tipping points in focus are the collapse of the Greenland ice sheet, and the collapse of north Atlantic ocean currents. The program, funded by the UK’s Advanced Research and Invention Agency, will last for five years. Researchers will use a variety of monitoring and measuring methods, from seismic instruments to artificial intelligence. “The fantastic range of teams tackling this challenge from different angles, yet working together in a coordinated fashion, makes this program a unique opportunity,” said Dr. Reinhard Schiemann, a climate scientist at the University of Reading.
In 2024, China alone invested almost as much in clean energy technologies as the entire world did in fossil fuels.
Editor’s note: This story has been updated to correct the name of the person serving as EPA administrator.
Rob and Jesse get real on energy prices with PowerLines’ Charles Hua.
The most important energy regulators in the United States aren’t all in the federal government. Each state has its own public utility commission, a set of elected or appointed officials who regulate local power companies. This set of 200 individuals wield an enormous amount of power — they oversee 1% of U.S. GDP — but they’re often outmatched by local utility lobbyists and overlooked in discussions from climate advocates.
Charles Hua wants to change that. He is the founder and executive director of PowerLines, a new nonprofit engaging with America’s public utility commissions about how to deliver economic growth while keeping electricity rates — and greenhouse gas emissions — low. Charles previously advised the U.S. Department of Energy on developing its grid modernization strategy and analyzed energy policy for the Lawrence Berkeley National Laboratory.
On this week’s episode of Shift Key, Rob and Jesse talk to Charles about why PUCs matter, why they might be a rare spot for progress over the next four years, and why (and how) normal people should talk to their local public utility commissioner. Shift Key is hosted by Jesse Jenkins, a professor of energy systems engineering at Princeton University, and Robinson Meyer, Heatmap’s executive editor.
Subscribe to “Shift Key” and find this episode on Apple Podcasts, Spotify, Amazon, or wherever you get your podcasts.
You can also add the show’s RSS feed to your podcast app to follow us directly.
Here is an excerpt from our conversation:
Robinson Meyer: I want to pivot a bit and ask something that I think Jesse and I have talked about, something that you and I have talked about, Charles, is that the PUCs are going to be very important during the second Trump administration, and there’s a lot of possibilities, or there’s some possibilities for progress during the Trump administration, but there’s also some risks. So let’s start here: As you survey the state utility landscape, what are you worried about over the next four years or so? What should people be paying attention to at the PUC level?
Charle Hua: I think everything that we’re hearing around AI data centers, load growth, those are decisions that ultimately state public utility commissioners are going to make. And that’s because utilities are significantly revising their load forecasts.
Just take Georgia Power — which I know you talked about last episode at the end — which, in 2022, just two years ago, their projected load forecast for the end of the decade was about 400 megawatts. And then a year later, they increased that to 6,600 megawatts. So that’s a near 17x increase. And if you look at what happens with the 2023 Georgia Power IRP, I think the regulators were caught flat footed about just how much load would actually materialize from the data centers and what the impact on customer bills would be.
Meyer:And what’s an IRP? Can you just give us ...
Hua: Yes, sorry. So, integrated resource plan. So that’s the process by which utilities spell out how they’re proposing to make investments over a long term planning horizon, generally anywhere from 15 to 30 years. And if we look at, again, last year’s integrated resource plan in Georgia, there was significant proposed new fossil fuel infrastructure that was ultimately fully approved by the public service commission.
And there’s real questions about how consumer interests are or aren’t protected with decisions like that — in part because, if we look at what’s actually driving things like rising utility bills, which is a huge problem. I mean, one in three Americans can’t pay their utility bills, which have increased 20% over the last two years, two to three years. One of the biggest drivers of that is volatile gas prices that are exposed to international markets. And there’s real concern that if states are doubling down on gas investments and customers shoulder 100% of the risk of that gas price volatility that customers’ bills will only continue to grow.
And I think what’s going on in Georgia, for instance, is a harbinger of what’s to come nationally. In many ways, it’s the epitome of the U.S. clean energy transition, where there’s both a lot of clean energy investment that’s happening with all of the new growth in manufacturing facilities in Georgia, but if you actually peel beneath the layers and you see what’s going on internal to the state as it relates to its electricity mix, there’s a lot to be concerned about.
And the question is, are we going to have public utility commissions and regulatory bodies that can adequately protect the public interest in making these decisions going forward? And I think that’s the million dollar question.
This episode of Shift Key is sponsored by …
Download Heatmap Labs and Hydrostor’s free report to discover the crucial role of long duration energy storage in ensuring a reliable, clean future and stable grid. Learn more about Hydrostor here.
Music for Shift Key is by Adam Kromelow.