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It’s been just over a week since one of the 350-foot-long blades of a wind turbine off the Massachusetts coast unexpectedly broke off, sending hunks of fiberglass and foam into the waters below. As of Wednesday morning, cleanup crews were still actively removing debris from the water and beaches and working to locate additional pieces of the blade.
The blade failure quickly became a crisis for residents of Nantucket, where debris soon began washing up on the island’s busy beaches. It is also a PR nightmare for the nascent U.S. offshore wind industry, which is already on the defensive against community opposition and rampant misinformation about its environmental risks and benefits.
The broken turbine is part of Vineyard Wind 1, which is being developed by Avangrid and Copenhagen Infrastructure Partners. The project was still under construction when the breakage occurred, but it was already the largest operating offshore wind farm in the US, with ten turbines sending power to the New England Grid as of June. The plan is to bring another 52 online, which will produce enough electricity to power more than 400,000 homes. Now both installation and power generation have been paused while federal investigators look into the incident.
There’s still a lot we don’t know about why this happened, what the health and safety risks are, and what it means for this promising clean energy solution going forward. But here’s everything we’ve learned so far.
Vineyard Wind
On the evening of Saturday, July 13, Vineyard Wind received an alert that there was a problem with one of its turbines. The equipment contains a “delicate sensoring system,” CEO Klaus Moeller told the Nantucket Select Board during a public meeting last week. Though he did not describe what the alert said, he added that “one of the blades was broken and folded over.” Later at the meeting, a spokesperson for GE Vernova, which manufactured and installed the turbines, said that “blade vibrations” had been detected. About a third of the blade, or roughly 120 feet, fell into the water.
Two days later, Vineyard Wind contacted the town manager in Nantucket to explain that modeling showed the potential for debris from the blade to travel toward the island. Sure enough, fiberglass shards and other scraps began washing up on shore the next day, and all beaches on the island’s south shore were quickly closed to the public.
On Thursday morning, another large portion of the damaged blade detached and fell into the ocean. Monitoring and recovery crews continued to find debris throughout the area over the weekend. The beaches have since reopened, but visitors have been advised to wear shoes and leave their pets at home as cleanup continues.
During GE’s second quarter earnings call on July 24, GE Vernova CEO Scott Strazik and Vice President of Investor Relations Michael Lapides said the company had identified a “material deviation” as the cause of the accident, and that the company is continuing to work on a "root cause analysis" to get to the bottom of how said deviation happened in the first place.
The turbine was one of GE’s Haliade-X 13-megawatt turbines, which are manufactured in Gaspé, Canada, and it was still undergoing post-installation testing by GE when the failure occurred — that is, it was not among those sending power to the New England grid. This was actually the second issue the company has had at this particular turbine site. One of the original blades destined for the site was damaged during the installation process, and the one that broke last week was a replacement, Craig Gilvard, Vineyard Wind’s communications director, told the New Bedford Light.
By Vineyard Wind’s account at the meeting last week, the accident triggered an automatic shut down of the system and activated the company’s emergency response plan, which included immediately notifying the U.S. Coast Guard, the federal Bureau of Safety and Environmental Enforcement, and regional emergency response committees.
Moeller, the CEO, said during the meeting that the company worked with the Coast Guard to immediately establish a 500 meter “safety zone” around the turbine and to send out notices to mariners. According to the Coast Guard’s notice log, however, the safety zone went into effect three days later. In response to my questions, the Coast Guard confirmed that the zone was established around 8pm that night and announced to mariners over radio broadcast.
Two days after the turbine broke, on Monday, Vineyard Wind contacted the National Oceanic and Atmospheric Administration for aid in modeling where the turbine debris would travel in the water. The agency estimated pieces would likely make landfall in Nantucket that day. Vineyard Wind put out a press release about the accident and subsequently contacted the Nantucket town manager. At the Nantucket Select Board meeting last week, Moeller said the company followed regulatory protocols but that there was “really no excuse” for how long it took to inform the public, and said, “we want to move much quicker and make sure that we learn from this.”
The Interior Department’s Bureau of Safety and Environmental Enforcement has ordered the company to cease all power production and installation activities until it can determine whether this was an isolated incident or affects other turbines.
By Tuesday, Vineyard Wind said it had deployed two small teams to Nantucket in addition to hiring a local contractor to remove debris on the island. The company later said it would “increase its local team to more than 50 employees and contractors dedicated to beach clean-up and debris recovery efforts.”
GE Vernova is responsible for recovering offshore debris and has not published any public statements about the effort. In response to a list of questions, a GE Vernova spokesperson said, “We continue to work around the clock to enhance mitigation efforts in collaboration with Vineyard Wind and all relevant state, local and federal authorities. We are working with urgency to complete our root cause analysis of this event.”
There have been no reported injuries as a result of the accident.
Vineyard Wind and GE Vernova have stressed that the debris are “not toxic.” At the Select Board meeting, GE’s executive fleet engineering director Renjith Viripullan said that the blade is made of fiberglass, foam, and balsa wood. It is bonded together using a “bond paste,” he said, and likened the blade construction to that of a boat. “That's the correlation we need to think about,” he said.
One of the board members asked if there was any risk of PFAS contamination as a result of the accident. Viripullan said he would need to “take that question back” and follow up with the answer later. (This was one of the questions I asked GE, but the company did not respond to it.)
That being said, the debris poses some dangers. Photos of cleanup crews posted to the Harbormaster’s Facebook page show workers wearing white hazmat suits. Vineyard Wind said “members of the public should avoid handling debris as the fiber-glass pieces can be sharp and lead to cuts if handled without proper gloves.”
Though members of the public raised concerns at the meeting and to the press that fiberglass fragments in the ocean threaten marine life and public health, it is not yet clear how serious the risks are, and several efforts are underway to further assess them. Vineyard Wind is developing a water quality testing plan for the island and setting up a process for people to file claims. GE hired a design and engineering firm to conduct an environmental assessment, which it will present at a Nantucket Select Board meeting later this week. The Massachusetts Department of Environmental Protection has requested information from the companies about the makeup of the debris to evaluate risks, and the Department of Fish and Game is monitoring for impacts to the local ecosystem.
As of last Wednesday morning, Vineyard Wind had collected “approximately 17 cubic yards of debris, enough to fill more than six truckloads, and several larger pieces that washed ashore.” It is not yet known what fraction of the turbine that fell off has been recovered. Vineyard Wind did not respond to a request for the latest numbers in time for publication, but I’ll update this piece if I get a response.
Yes. In May, a blade on the same model of turbine, the GE Haliade-X, sustained damage at a wind farm being installed off the coast of England called Dogger Bank. At the Nantucket Select Board meeting, a spokesperson for GE said the Dogger Bank incident was “an installation issue specific to the installation of that blade” and that “we don’t think there’s a connection between that installation issue and what we saw here.” Executives emphasized this point during the earnings call and chalked up the Dogger Bank incident to “an installation error out at sea.”
Several blades have also broken off another GE turbine model dubbed the Cypress at wind farms in Germany and Sweden. After the most recent incident in Germany last October, the company used similar language, telling reporters that it was working to “determine the root cause.”
A “company source with knowledge of the investigations” into the various incidents recently told CNN that “there were different root causes for the damage, including transportation, handling, and manufacturing deviations.”
GE Vernova’s stock price fell nearly 10% last Wednesday.
The backlash was swift. Nantucket residents immediately wrote to Nantucket’s Select Board to ask the town to stop the construction of any additional offshore wind turbines. “I know it's not oil, but it's sharp and maybe toxic in other ways,” Select Board member Dawn Holgate told company executives at the meeting last week. “We're also facing an exponential risk if this were to continue because many more windmills are planned to be built out there and there's been a lot of concern about that throughout the community.”
The Select Board plans to meet in private on Tuesday night to discuss “potential litigation by the town against Vineyard Wind relative to recovery costs.”
“We expect Vineyard Wind will be responsible for all costs and associated remediation efforts incurred by the town in response to the incident,” Elizabeth Gibson, the Nantucket town manager said during the meeting last week.
The Aquinnah Wampanoag tribe is also calling for a moratorium on offshore wind development and raised concerns about the presence of fiberglass fragments in the water.
On social media, anti-wind groups throughout the northeast took up the story as evidence that offshore wind is “not green, not clean.” Republican state representatives in Massachusetts cited the incident as a reason for opposing legislation to expedite clean energy permitting last week. Fox News sought comment from internet personality and founder of Barstool Sports David Portnoy, who owns a home on Nantucket and said the island had been “ruined by negligence.” The Texas Public Policy Foundation, a nonprofit funded by oil companies and which is backing a lawsuit against Vineyard Wind, cited the incident as evidence that the project is harming local fishermen. The First Circuit Court of Appeals is set to hear oral arguments on the case this Thursday.
Meanwhile, environmental groups supportive of offshore wind tried to do damage control for the industry. “Now we must all work to ensure that the failure of a single turbine blade does not adversely impact the emergence of offshore wind as a critical solution for reducing dependence on fossil fuels and addressing the climate crisis,” the Sierra Club’s senior advisor for offshore wind, Nancy Pyne, wrote in a statement. “Wind power is one of the safest forms of energy generation.”
This story was last updated July 24 at 3:15 p.m. The current version contains new information and corrects the location where the turbine blades are produced. With assistance from Jael Holzman.
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The CEO’s $1 billion share buy changes nothing — except in the eyes of his shareholders.
Elon Musk’s signature talent, the thing that made him the world’s richest man, has long been his ability to make Tesla’s stock price soar. It’s a superpower that manifests through a combination of financial lever-pulling and promises of world-changing innovations to come. For this reason, it leads to glaring disconnects such as Tesla having become the world’s most valuable automaker despite selling only a 10th as many vehicles as a true manufacturing superpower like Toyota.
By that yardstick, this week’s news might be his biggest achievement yet.
On Monday, headlines declared that Tesla has turned itself around. Its share price has rebounded after taking a nosedive early this year. In this case, the bullish stock market performance is divorced not only from the reality of the company’s electric car sales, but also from, well, everything else that’s happened lately.
Remember the protests? Remember the celebrities performatively selling their Teslas? The “I bought this before Elon went crazy” bumper stickers? With Musk having abandoned his dalliance with the Trump administration, other crises have taken over the spotlight. Even so, the echo of discontent is visible. Protests dogged the opening of the new Tesla Diner charging station here in Los Angeles, and plenty of Teslas in my neighborhood still have the apology stuck to their bumpers.
Most crucially for Tesla, the anger did real damage to its bottom line. The brand’s sales around the world fell dramatically as public disgust with Musk rose and EV shoppers ran toward a growing number of competitors, especially those from China. But even in the U.S., where cheap Chinese EVs are not an option, Tesla’s dominance has shrunk. In August 2025, the company’s share of the U.S. EV market fell to 38%. That was Tesla’s lowest figure since 2017, before the Model 3 or Model Y rolled off assembly lines. It was enough to inspire another round of speculation over whether the company might be better off freeing itself from the PR albatross that is Elon Musk.
Yet once again, the performance of Tesla’s stock would suggest that none of this had ever happened, or at least that it didn’t matter. Tesla offered Musk a trillion-dollar pay package — so absurd that even the pope felt compelled to condemn it. Musk then turned around and bought a billion dollars of Tesla stock to signal his self-confidence, which in turn propelled Tesla’s share price back up again and wiped out the losses from earlier this year.
The “why” of this financial madness is the same refrain that’s been playing for the past two years, ever since Musk rolled out the disastrous Cybertruck rather than building Tesla’s volume EV business. The man cares about robotics, AI, and autonomy — and decidedly not about building cars — and has convinced shareholders that his pivot in this direction will reap untold rewards. Once again, it’s possible that he’s right.
I am, admittedly, a cynic about Tesla and self-driving, for reasons personal and general. My Model 3 encounters the occasional worrisome blip with its relatively simpler Autopilot system, for instance on the part of Interstate 5 near Disneyland where it suddenly decides it’s on the 45 mile-per-hour access road rather than the freeway and hits the brakes.
This error alone is enough that I wouldn’t entrust my family’s safety to Tesla Full Self-Driving, to say nothing of Musk’s lifelong habit of overstating the abilities of his tech. But I know plenty of people who are already allowing versions of FSD to chauffeur them. Conversations with industry sources often settle on the inevitability of autonomy, if for no other reason than they worry about younger folks who can’t be bothered with learning to drive. Maybe Tesla will win the race to sell them self-driving electric cars. (Or, as a Bloomberg op-ed says, maybe the big buy is just window dressing, though a more apt metaphor might have been lipstick on a pig.)
Either way, it’s not great news for the here and now, the EV market of the present that Musk loves to neglect. South Korean competitors Hyundai and Kia — which are both building cool EVs for today that humans drive and trying to do much of their manufacturing in the United States — are nonetheless getting hammered by Trump tariffs and ICE raids. The federal tax credit set to expire at the end of this month is a particularly hard hit for forthcoming vehicles such as the new Chevy Bolt and Nissan Leaf, which could have reached compellingly cheap prices had the government not killed the incentive and slapped tariffs in its place.
Will Tesla, which has long teased an affordable EV, at least redouble its efforts to sell more cars? If anything can motivate Musk to refocus on Tesla rather than trolling on X, it’s money. To date, the company has sold a little more than 7 million vehicles; 20 million Tesla cars sold is one of the many strings attached to Musk actually earning the entire “trillion-dollar” deal.
Another condition is that he aid the company in its search for his successor, a sign that those who’ve always wanted to see a Tesla without Musk might get their wish sooner rather than later.
On Toyota’s recalls, America’s per-capita emissions, and Sierra Club drama
Current conditions: Drought is worsening in the U.S. Northeast, where cities such as Pittsburgh and Bangor, Maine have recorded 30% less rainfall than average • Temperatures in the Mississippi Valley are soaring into the triple digits, with cities such as Omaha, Nebraska and St. Louis breaking daily temperature records with highs of up to 20 degrees Fahrenheit above average • A heat wave in Mecca, Saudi Arabia, has sent temperatures as high as 114 degrees.
Orsted is offering investors a nearly 70% discount on the new shares issued to raise money to save its American offshore wind projects amid the Trump administration’s aggressive crackdown on the industry. The Danish energy giant won nearly unanimous approval from its shareholders earlier this month for a rights issue aimed at raising $9.4 billion. Shares in the company, which is half owned by the government in Copenhagen, closed around $32 each on Friday. But the offering of 901 million new shares came at a subscription rate of about $10.50 each. Orsted’s projects in the northeastern U.S. already “struggled” with what The Wall Street Journal listed as “supply-chain bottlenecks, higher interest rates, and trouble getting tax credits,” which culminated in the restructuring last year that saw the company “pull out of two high-profile wind projects off the coast of New Jersey.”
The offshore wind industry, as I noted in yesterday’s newsletter, is just starting to fight back. The owners of the Rhode Island offshore project Revolution Wind, which Trump halted unilaterally, filed a lawsuit claiming the administration illegally withdrew its already-finalized permits. After the administration filed a lawsuit to revoke the permits of US Wind’s big project off Maryland’s coast, the company said it intends “to vigorously defend those permits in federal court, and we are confident that the court will uphold their validity and prevent any adverse action against them.” But the multi-agency assault on offshore turbine projects has only escalated in recent months, as the timeline Heatmap’s Emily Pontecorvo produced shows. And Orsted is facing other headwinds. The company just warned investors of lower profits this year after weaker-than-forecast wind speeds reduced the output of its turbines.
Toyota issued a voluntary recall for some 591,000 Toyota and Lexus cars over a slight glitch in the display screen. The 12.3-inch screen could fail to turn on after the car started, or go black while driving. Toyota said it will begin notifying owners if affected vehicles by mid-November. The move came just days after the Japanese auto giant — which owns both its eponymous passenger car brand and the associated luxury line, Lexus — recalled 62,000 electric vehicles, including the Toyota bZ4X SUV and the Lexus RZ300e sedan and its luxury SUV, the RZ450. Subaru, in which Toyota owns a minority stake, is also recalling its electric SUV, the Solterra. With all four EVs, the issue revolved around a faulty windshield defroster that “may not remove frost, ice and/or fog from the windshield glass due to a software issue in the electrical control unit,” the company said in a press release..
States such as Mississippi and Idaho had the lowest drop in energy-related per-capita emissions.EIA
Americans who complain that the U.S. should bear less responsibility for mitigating climate change like to point out that China produces far more planet-heating emissions per year, and that India is not far behind. The cumulative nature of carbon in the atmosphere makes for an easy rebuke, since the U.S. and Western Europe are overwhelmingly responsible for the emissions of the past two centuries. But a less historically abstract response could be that Americans still have by far the highest per capita emissions of any large country. That doesn’t mean the U.S. isn’t making progress on a per capita level, though. Between 2005 and 2023, per capita emissions from primary energy consumption decreased in every U.S. state, with an average drop of 30%, even as the American population grew by 14%, according to a new analysis by the U.S. Energy Information Administration. The dip is largely thanks to the electric power sector burning less coal. Increased electricity generation from natural gas, which releases about half as much carbon per unit of energy when burned as coal, and the growth of renewables such as wind and solar have reduced the need for the dirtier fuel. But the EIA forecasts that overall U.S. emissions are set to climb by 1% as electricity demand increases.
For those keen to shrink their individual carbon output at a much faster pace than American society at large, Heatmap’s award-winning Decarbonize Your Life series walks through the benefits and drawbacks to driving less, eating less steak, installing solar panels, and renovating homes to be more energy efficient.
Following rebellions from various state chapters, the Sierra Club terminated its executive director, Ben Jealous, last month, as I reported here in this newsletter at the time. Now the group has named its new leader: Loren Blackford. The Sierra Club veteran, who served in various senior roles before taking on the interim executive director job last month, won unanimous support from the group’s board of directors on Saturday.
Jealous had previously served as a chief executive of the National Association for the Advancement of Colored People and the 2018 Democratic nominee for Maryland governor before becoming the first non-white leader of the 133-year-old Sierra Club. His appointment marked a symbolic turning of the page from the group’s early chapters under its founder, John Muir, who made numerous derogatory remarks about Black and Native Americans. Jealous was accused of sexual harassment earlier this year.
Thermal battery company Fourth Power just announced $20 million in follow-on funding, building on its $19 million Series A round from 2023. While other thermal storage companies such as Rondo and Antora are targeting the decarbonization of high-temperature industrial processes such as smelting or chemical manufacturing, Fourth Power aims to manufacture long-duration energy storage systems for utilities and power producers.
“In our view, electricity is the biggest problem that needs to be solved,” Fourth Power’s CEO Arvin Ganesan told Heatmap’s Katie Brigham. “There is certainly a future application for heat, but we don’t think that’s where to start.” The company’s tech works by taking in excess renewable electricity from the grid, which is used to heat up liquid tin to 2,400 degrees Celsius, nearly half the temperature of the sun’s surface. That heat is then stored in carbon blocks and later converted back into electricity using thermophotovoltaic cells. This latest funding will accelerate the deployment of the startup’s first one megawatt hour demonstration plant.
The tropical storm that later became Hurricane María formed exactly eight years ago today and went on to lay waste to Puerto Rico’s aging electrical system. The grid remains fragile and expensive, with frequent outages and some of the highest rates in the U.S. on the hours when the power is accessible. That has spurred a boom in rooftop solar panels. Now more than 10% of the island’s electricity consumption comes from rooftop solar power. Data released by the grid operator LUMA Energy showed approximately 1.2 gigawatts of residential and commercial rooftop solar had been installed under Puerto Rico’s net-metering regulations as of June 2025. New analysis by the Institute for Energy Economics and Financial Analysis found that is equal to about 10.3% of Puerto Rico’s total power consumption — and that’s not counting any off-grid systems.
Republicans are more likely to accuse Democrats, and vice versa, but there are also some surprising areas of agreement.
Electricity is getting more expensive. In the past 12 months, electricity prices have increased more than twice as fast as overall inflation — and the most recent government inflation data, released last week, shows prices are continuing to rise.
The Trump administration knows that power bills are a political liability. In a recent interview with Politico, Energy Secretary Chris Wright affirmed that power prices were rising, but blamed the surge on “momentum” from Biden and Obama-era policies. “That momentum is pushing prices up right now,” he said. But the Trump administration, he continued, is “going to get blamed because we’re in office.”
Is he right? Who do Americans blame for rising power prices?
It might not be who you think.
A new Heatmap Pro poll of more than 3,700 registered voters across the United States finds that Americans tend to look beyond national politics for at least some of the causes of electricity price inflation.
When asked who they blame for rising power prices, Americans are more likely to say that rising energy demand, their local utility, and their state government are to blame than they are to cite the Trump or Biden administrations.
Americans also blame extreme weather and the oil and gas industry at least somewhat for electricity inflation. Only then do they blame a national political party.
Beyond those, other trendy national topics made only a dent in how Americans think about rising power prices. About 28% of Americans said that the construction of new data centers bears “a lot” of the blame for spiking power prices. Forty-three percent of Americans said that the data center buildout should get “a little” of the blame, and about a quarter of Americans said data centers were “not at all” responsible.
The renewable energy industry, which President Trump has claimed is causing the surge, also failed to get much traction among Americans. More than a third of respondents said that renewables were “not at all” responsible for rising electricity prices, while 27% said that they bore “a lot” of responsibility. At the same time, Americans aren’t pinning the increase on tariffs: 40% of registered voters said that in their view, the new trade levies were not the cause of higher bills.
In general, Americans aren’t wrong to look to their state government when thinking about their power bills. Although many states participate in regional electricity markets, electricity is primarily regulated at the state level by public utility commissioners. States really do bear more responsibility for power prices than they do over, say, the price of a loaf of bread — or a gallon of gasoline.
No matter their self-reported political affiliation, Americans still tend to blame their state government, rising demand, and their local utility for rising power bills.
But there are trends. Democrats, of course, are far more likely to blame the Trump administration and Republicans — as well as tariffs — for electricity inflation. Republicans likewise blame the Biden administration and Democrats in much greater numbers.
Nearly 80% of Republicans say the renewable energy industry bears some amount of blame for rising prices, although only 36% of GOP respondents said it bore “a lot” of responsibility. But more than half of Republicans also allocated “a lot” or “a little” blame to the oil and gas industry.
Some causes seemed to unite respondents across the parties. Roughly the same share of Democrats, Republicans, and independents said that the buildout of new data centers was putting upward pressure on power prices.
Independent voters turned to the same big three explanations as other registered voters. But they were much more likely to blame Trump, tariffs, and the oil industry than Republicans were. Only a little more than a quarter of independents said that the renewable energy industry bore “a lot” of the blame for power price spikes as well.
In my reporting, I’ve found that surging investment in the local distribution grid — literally, the small-scale poles, wires, and transformers that get electricity to businesses and households — is the biggest driver of rising power prices. Extreme weather, higher natural gas prices, and — in some markets — rising power demand, especially from data centers, also play a role.
Some experts blame those drivers of higher bills on underlying failures — such as too little oversight from state-level regulators or excessive investment from utilities — that show up in this poll result. But just at a mechanical level, many Americans did cite some of the same causes that utility researchers themselves do. Most Americans, for instance, said that extreme weather and especially “investments in the local electric grid” are driving rising bills, although they didn’t assign it the same prominence that I would. About three quarters of respondents said that those causes bore “a lot” or “a little” of the blame.
Of course, just because rising grid spending, extreme weather, and higher gas prices have driven electricity inflation so far doesn’t mean that they will continue to do so. The Energy Information Administration projects that demand will keep rising, especially if the artificial intelligence boom continues. The Trump administration’s decision to hike taxes on electricity equipment — via tariffs and recent changes in President Trump’s spending bill — may eventually push up costs as well. So too will the Trump administration’s regulatory war on some types of new electricity infrastructure, including offshore wind farms and long-distance transmission lines.
Those policies may eventually hit voters — and their wallets. But right now, Americans aren’t looking at Washington, D.C., when thinking about their power bills.
The Heatmap Pro poll of 3,741 American registered voters was conducted by Embold Research via text-to-web responses from August 22 to 29, 2025. The survey included interviews with Americans in all 50 states and Washington, D.C. The margin of sampling error is plus or minus 1.7 percentage points.
Interested in more exclusive polling and insights? Explore Heatmap Pro here.