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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 Limits that 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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The automaker had a decent second quarter, but projects its best-ever year-end performance, as we wrap up a busy week in the energy economy.
This is an edition of Heatmap Daily, an evening review of the day’s news written by our executive editor. Sign up for it here.
We are now well into the quarterly earning season, and this week we got a bead on some of the energy and climate economy’s biggest stories. Here’s what stuck out to me:
Oil companies had a blow-out quarter. As my colleague Matthew Zeitlin wrote today, oil and gas companies cashed in on the global price surge triggered by the Iran war. Their refining businesses did particularly well. But their results also revealed that global oil demand continues to fall — at least for now.
Some data center bets are starting to pay off. As I wrote on Wednesday, Microsoft had a bonanza quarter, and its Azure cloud business — which allows other companies to rent its data centers — grew faster than Wall Street expected.
That matters because America’s biggest tech companies have spent the past few years transforming into industrial firms, building massive new infrastructure and driving up U.S. electricity demand — and that strategy, contrary to some expectations, seems to be working for now.
Rivian is optimistic. The most important U.S. electric vehicle maker not run by Elon Musk released their second quarter results on Thursday night. The outlook was … decent!
The company delivered almost 12,200 vehicles last quarter. This was Rivian’s best period for sales since the third quarter of last year, when every EV maker’s results were juiced because the Inflation Reduction Act’s EV leasing tax credit expired.
Crucially, this was our first look at Rivian’s sales since it started delivering its more affordable (and well-reviewed) crossover, the R2. That vehicle started going out to customers at the very end of the quarter in mid-June, so we only get a snippet of those deliveries in this number.
More heartening, I think, is Rivian’s forward guidance. It now expects to deliver 65,000 to 70,000 vehicles this year, which implies it will deliver an average of more than 21,000 over the next two quarters. That would make Q3 and Q4 of this year its best sales periods ever.
RJ Scaringe, the company’s CEO, said that R2 sales conversions were running “meaningfully higher” than the company projected. The company still lost $379 million last quarter, but that was much better than analysts had projected.
We last checked in on Rivian when they sold new stock earlier this month to fund collateral for an Energy Department loan that will let them build a second factory in Georgia. On the call yesterday, executives confirmed they expect to start drawing on that loan in early 2027, part of what it painted as a healthy cash flow picture. For all the optimism, though, investors seemingly remain skeptical: Its stock fell 8% today.
It’s 2022 all over again. A war has broken out involving (at least) one large oil-producing country, raising both prices and oil company profits.
Chevron reported Friday a quarterly profit of $12.1 billion, its highest quarterly profit ever. ExxonMobil also announced a blowout quarter on Friday. Its $14.5 billion profit was its highest since the Russian invasion of Ukraine in 2022 (when it posted an almost $20 billion profit in the third quarter). These announcements followed Shell’s Thursday earnings report, which revealed a profit of almost $10 billion, close to double its previous quarter earnings and in range of its 2022-vintage quarters.
What does this mean for decarbonization?
1. It’s refining, stupid.
The story across the oil majors was largely one of getting more profit out of its existing assets, particularly in their refining business.
Shell, for example, said that they were running their refineries at over 100% capacity and that it had shifted production to jet fuel, which had been in especially short supply following the American and Israeli attack on Iran and subsequent closure of the Strait of Hormuz.
The company said it had “significantly higher” trading profits, likely from the volatility of commodity prices due to the start and stop nature of the war. Exxon said that it had “a second-quarter record for diesel production,” and that its chemicals business saw its margins jump by around 180% as its North American facilities were able to count on a steady stream of hydrocarbon feedstocks, unlike rivals in Asia.
“The unprecedented reduction in refining capacity – with nearly 9% of global capacity offline across Russia, China, and the Middle East – limited the supply of gasoline, diesel, and other products,” Exxon said. “As a result, refining margins reached record levels in the quarter.”
Meanwhile Chevron said it was refining over one million barrels of oil per day with “more than 97 percent” utilization.
While this constrained global refining capacity is largely due to military conflict in the Middle East and Russia, refinery capacity has been basically flat in many developed economy markets for decades. In the United States, the newest large refinery was built in 1977, an indication that while the U.S. transportation and energy system is still dominated by fossil fuels, there isn’t much appetite for the billions of capital investment needed to expand capacity for refining gasoline. So, while profits can surge in the short term, it doesn’t necessarily mean blue skies for oil companies.
2. Oil demand is actually falling — for now
Chevron noted that sales of refined products had actually fallen by 4% in the United States and 13% internationally. While in the short run this is likely due to higher prices, it is consistent with falling forecasts for oil demand.
While the International Energy Agency’s “current policies scenario,” which forecasts demand based on a snapshot of existing policies, sees a slow and steady rise through 2050, its “stated policies scenario” based on the trajectory of policy and commitments around energy and climate, sees oil demand peaking at levels slightly about the status quo by around 2030. In the medium run, the IEA said that “Forecast growth of [two million barrels per day] in 2027 results in a two-year pace of expansion well below historical trends.”
BP even announced layoffs of hundreds of employees, according to an internal message seen by Reuters.
This can help explain why, despite the strong profits, investors do not seem particularly jazzed about the oil giants — ExxonMobil and Chevron shares are only up slightly since the beginning of the war in Iran.
3. The high profits are already stoking public outrage
Everyone knew oil prices had risen since the war in Iran began — they could see it at the pump. But the confirmation that the war has spurred record or near-record profits has been fresh meat for environmental groups that want a faster energy transition.
“The mugging at Mar-a-Lago just keeps getting worse. The president said he would sell out Americans to oil and gas CEOs for a billion dollars in campaign donations. Now we know he owns millions of dollars worth of their stock. Those same companies are profiting from Trump’s war of choice, which has killed and injured U.S. service members, and left consumers struggling to stay afloat,” former Washington Governor Jay Inslee said in a statement blasted out by the communications group Climate Power.
The profits also spurred advocates to redouble calls for windfall profit taxes. “It’s fair to put a windfall profits tax on inordinate windfall profits rather than cut off children’s food programs,” Rhode Island Senator Sheldon Whitehouse told the Associated Press. Whitehouse introduced a bill in March that would impose taxes on oil companies in the event of price surges.
And even President Trump, whose presidential campaign was buoyed by donations from the oil and gas industry, called for an investigation into retail gasoline prices last month.
Since 2022, fossil fuels have moved back to the center of the world economy as concerns about shortages, price spikes, and availability have helped push concerns about climate change to the margins of policymaking. However, when oil companies are making more money than ever, it means an uptick in public concern or scrutiny. In the long run, oil companies have to worry about decarbonization; in the short run, they’ll have to worry about their customers.
What’s the deal with all those “America Connects” videos?
The data center lobby is launching a big PR blitz on television and social media, racking up millions of views on evidently AI-generated content boasting economic impacts from new projects and hitting against criticism around energy and water use.
In an interview with me Wednesday, Data Center Coalition CEO Josh Levi explained how and why his organization – the largest and most prominent data center trade group – stood up an “evolving” national advertising campaign called America Connects.
Like me, up until now, you might’ve interacted with the campaign’s materials without knowing it. For weeks I’ve been getting texts from people in my life who know I write about data centers asking if I’d seen these ads on TV streaming platforms and social media sites boasting benefits from data centers, or pushing back on complaints about energy and water use. Most of the videos were quite similar, appeared to be generated using AI (with no AI labeling), and were racking up millions in views and impressions.
“Our paychecks, our hospitals, our national security – all run through data centers,” states one voiceover in a YouTube ad targeted at the Longhorn State with more than 12 million views as of today.
“In Texas, they’re doing more than keeping us connected. Data centers support high-paying jobs and pay billions in taxes. Money that can lower your bills, make schools and roads better and communities safer. And new technology means data centers consume minimal water while funding new power generation for everyone. Data centers: built in Texas. For Texas.”
These videos each are hosted on channels named for specific campaigns in individual states. In Georgia, it’s called Connected Georgia. There’s a Texas Connects, an Indiana Connects, and a Pennsylvania Connects. At least eight state campaigns are happening right now and I’m told more should be expected in the near future. Each state campaign has a near-identical website with links to their promoted videos, statistics about state-level tax contributions, and employment from data centers, and a somewhat modern-looking red, white, and blue design with moving graphics on the landing page.
But finding out who was behind these videos and websites took a lot of digging. None of the state campaign websites have contact information and they were all registered by a proxy firm that gets web addresses for entities that want to remain anonymous. Most of the advertising itself was opaque; it’s not easy to research TV commercial spends and Google doesn’t disclose how much a company or person pays to promote individual ads. But there were signs of significant spending, as Meta’s Facebook and Instagram advertising disclosures revealed to me there was five-figure spending on static images, resulting in millions of potential impressions.
Eventually I was able to figure out what was going on. Each of the state campaigns also described themselves online as nonprofits but in fact, there is one nonprofit. It initially formed for the first state campaign, Virginia Connects. Its public 2024 tax disclosures show the campaign was formed by Levi and others working with the Data Center Coalition. On the DCC’s website, the trade group does have a landing page for what it calls “America Connects” and directs people to each state campaign but, as of today, the organization describes them as “regional coalitions” they “partner” with on “helping educate and engage citizens, policymakers, and other stakeholders on the data center industry, its benefits, and key issues including energy, water, economic development, and community engagement.”
In our interview, Levi explained these state campaigns aren’t just partners – they’re creations of a single nonprofit he said was “stood up” by the trade group named America Connects, and it began in 2024 through the Virginia Connects campaign. America Connects is now “a vehicle by which the broader community can engage and participate” in what Levi described as “broader industry messaging” that isn’t “just project by project.” It’s a direct response, Levi said, to the lack of any industrywide PR offensive challenging the mountain of public opposition to data centers shown in poll after poll. (With the exception of that one Meta ad campaign.)
“What we have heard very clearly is that a lot of the partners we work with, but also a lot of the voices from the public at large, is that the industry broadly needs to do a better job communicating. A better job talking about what we do, how we do it, and about the positive benefits of what localities can expect from data center development,” Levi said.
Levi told me the core of the group is at least three people: himself; Allison Gilmore, the chief operating officer of the DCC; and Kevin Hughes, the group’s treasurer and the chief external affairs officer at the data center developer STACK Infrastructure. He said I should expect “an expansion on the board” but declined to say who or what companies. Part of the team also includes LINK Public Affairs, a communications firm based in Virginia that helped on the initial campaign in the state.
I asked how an industry-backed campaign like this would help with the backlash. “Silence breeds mistrust, fundamentally. It is critically important as we see continuing conversations around the data center industry – what it does, what it doesn’t do, how it does – is part of informing those conversations,” Levi replied. “It is important the industry not be silent and be an active contributor in terms of the public dialogue around data centers. This is that.”
The DCC wouldn’t tell me how much is being spent on the America Connects campaign and it’s impossible to know from what’s publicly available.
Here’s what Levi would say about the money: that America Connects is funded by the data center “ecosystem generally,” including developers, companies within the supply chain, and “workforce voices.” But Levi wouldn’t even confirm if they were spending more than they had in just the Virginia campaign, which sort of logically has to be the case if they’ve expanded this effort.
“White it’s maybe not a satisfying answer, we will spend what we have to when it comes to ensuring we reach people where they are. But I’m not able to provide any kind of concrete number for you.”