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Climate

U.S. Wind and Solar Just Hit a Power Milestone

On the rise of renewables, peak oil, and carbon capture

U.S. Wind and Solar Just Hit a Power Milestone
Heatmap Illustration/Getty Images

Current conditions: More than 10 inches of rain fell over nine hours in southwestern China • Wildfires are spreading in Canada, with at least 140 burning as of yesterday afternoon • The streets of Cape Town in South Africa are under water after severe storms caused widespread flooding.

THE TOP FIVE

1. Wind and solar surpass nuclear in U.S. electricity generation

More electricity was generated by wind and solar than by nuclear plants in the first half of 2024 for the first time ever in U.S. history, Reuters reported, citing data from energy think tank Ember. Solar and wind farms generated 401.4 terawatt hours (TWh) compared to 390.5 TWh generated from nuclear reactors, setting 2024 on pace to be the “first full year when more U.S. electricity will come from renewables than from any other form of clean power.” It’s helpful to compare these numbers to the same period last year, when nuclear generated 9% more power than solar and wind. Solar saw the greatest gains, with output 30% higher in the first half of 2024 compared to 2023; wind generation was up 10% and nuclear was up just 3.4%. Between 2018 and 2023, installed capacity grew by 168% for utility solar and 56% for wind. Meanwhile, nuclear generation capacity dropped by 4%.

2. BP forecasts that oil demand will peak next year

In its latest energy outlook report, fossil fuel giant BP forecasts that global demand for oil will peak in 2025, and the related carbon emissions will, too. The analysis is based on current climate policies and pledges, growing efficiency standards for the internal combustion engine and a rise in electric vehicles, and rapid expansion of renewables. By 2050, oil’s share of the energy mix is predicted to fall to about 25%, and that would decrease even more, to just 10%, if nations strengthen (and follow through on) their climate pledges to better align with the Paris Agreement.

BP

The report notes that energy demand is rising, and says the world must enter an “energy substitution” phase in which clean energy supply increases quickly to keep up while also allowing for fossil fuels to be phased out. “The longer it takes for the world to move to a rapid and sustained energy transition, the greater the risk of a costly and disorderly adjustment pathway in the future,” wrote Spencer Dale, BP’s chief economist.

3. Intense U.S. heat wave kills least 28 people, breaks temperature records

More than 160 million Americans have been under excessive heat warnings this week. The heat is particularly oppressive in the West, where temperature records have been falling and heat-related deaths are rising. At least 28 people have died due to heat in the last week, and that number is expected to climb, especially as the heat wave persists into next week.

NWS/NOAA

Las Vegas recorded five days a row where temperatures soared above 115 degrees Fahrenheit, breaking a record of four days set in 2005. On Sunday the city hit 120 degrees, a new record for the hottest day. It will be 118 degrees there today. “This is the most extreme heatwave in the history of record-keeping in Las Vegas since 1937,” Nevada National Weather Service meteorologist John Adair told The Associated Press. In California, the weather has been so hot that emergency rescue helicopters are struggling to fly.

Human-caused climate change is making heat waves more intense and more frequent. “While this summer is likely to be one of the hottest on record, it is important to realize that it may also be one of the coldest summers of the future,” wrote climate scientist Mathew Barlow and meteorology professor Jeffrey Basara in an essay for The Conversation.

4. Report: Biden ‘made progress’ on most climate commitments since 2020

Climate change advocacy group Evergreen Action reviewed President Biden’s record of following through on climate actions over the last four years. In 2020, the group put forward a comprehensive set of policy recommendations for Biden to use as a roadmap. The new analysis finds that the administration has “made progress” on 85% of those recommendations, including implementing new clean power policies, advancing environmental justice, the creation of the American Climate Corps, and trying to restrict liquefied natural gas exports. “The Biden-Harris administration has done more on climate than any president before,” Evergreen said. It’s worth reviewing the entire list of recommendations.

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  • 5. Google-linked carbon removal startup signs deals worth $40 million

    A carbon capture company named 280 Earth has signed agreements worth $40 million to remove 61,600 tons of the greenhouse gas between now and 2030, Bloomberg reported. The company emerged from Alphabet’s moonshot factory and recently launched direct air capture operations at its plant in Oregon. The plant is located next to a Google data center and can use excess heat from that center to “improve its efficiency, while cutting the center’s cooling costs,” according to Bloomberg. The company’s website says it plans to build more facilities across the United States. It recently raised $50 million from private investors in a Series B round.

    THE KICKER

    “Biden’s tremendous climate legacy rests on whether he can sell his accomplishments to the public and win the 2024 election. And that ability is faltering, to say the least.” –Heatmap’s Robinson Meyer

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    Wind turbines.
    Heatmap Illustration/Getty Images

    Current conditions: A train of three storms is set to pummel Southern California with flooding rain and up to 9 inches mountain snow • Cyclone Gezani just killed at least four people in Mozambique after leaving close to 60 dead in Madagascar • Temperatures in the southern Indian state of Kerala are on track to eclipse 100 degrees Fahrenheit.


    THE TOP FIVE

    1. New York abandons its fifth offshore wind solicitation

    What a difference two years makes. In April 2024, New York announced plans to open a fifth offshore wind solicitation, this time with a faster timeline and $200 million from the state to support the establishment of a turbine supply chain. Seven months later, at least four developers, including Germany’s RWE and the Danish wind giant Orsted, submitted bids. But as the Trump administration launched a war against offshore wind, developers withdrew their bids. On Friday, Albany formally canceled the auction. In a statement, the state government said the reversal was due to “federal actions disrupting the offshore wind market and instilling significant uncertainty into offshore wind project development.” That doesn’t mean offshore wind is kaput. As I wrote last week, Orsted’s projects are back on track after its most recent court victory against the White House’s stop-work orders. Equinor's Empire Wind, as Heatmap’s Jael Holzman wrote last month, is cruising to completion. If numbers developers shared with Canary Media are to be believed, the few offshore wind turbines already spinning on the East Coast actually churned out power more than half the time during the recent cold snap, reaching capacity factors typically associated with natural gas plants. That would be a big success. But that success may need the political winds to shift before it can be translated into more projects.

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