Sign In or Create an Account.

By continuing, you agree to the Terms of Service and acknowledge our Privacy Policy

Daily Briefing

Trump’s War on Gigawatts

A natural gas well in Kansas is not the same as an offshore wind farm in Maine.

•
Doug Burgum.
Heatmap Illustration/Getty Images

It happened again. The Trump administration has struck a deal with an offshore wind developer to cancel another round of projects. My colleague Emily Pontecorvo has the full story: The Chicago-based company Invenergy has accepted $765 million to give up four offshore wind leases off the coast of New York, California, and Maine.

These deals might be legally suspect — Democratic state attorneys general sued to block them a few weeks ago — but the administration says more are coming. “The Department of Justice looks forward to continued cooperation from companies that are reevaluating their energy investments,” the official press release about today’s deal intones. I have to applaud the federal lawyer who chose the phrase “continued cooperation” here; it is suitably menacing while implying that developers who give in to the racket are somehow complicit.

If you read Heatmap, you knew a deal like this might be coming. As Emily writes, she predicted that Trump would target Invenergy for a deal back in April. Eyes now turn to the German developer RWE, which is sitting on two more leases and hasn’t yet taken a bargain.

Most observers have seen these deals as a front in the president’s war on wind power. And, of course, they are. But they should also be viewed as part of Trump’s peculiar attack on the economy of coastal states.

Get Heatmap in your inbox daily.

By Heatmap’s tally, the Trump administration has now terminated the leases for more than 14 gigawatts of planned offshore wind capacity, or roughly enough to power at least 6 million to 7 million homes. More than half of those gigawatts were initially planned to go to New York and New Jersey’s strained power markets (and on from there to New England and the Mid-Atlantic).

Another 3.4 gigawatts were planned for Maine’s power grid. Maine already suffers from some of the highest power bills in the country, according to Heatmap and MIT’s Electricity Price Hub; its rates have risen more than 10% in the past year.

California was slated to get another 4 gigawatts, and the Carolinas were due the last remaining gigawatt.

What’s funny — or perhaps fishy, given the maritime setting — is that administration officials seem to realize that they shouldn’t be taking so much electricity generation off the map. Today’s Invenergy deal includes a new quasi-quid pro quo arrangement: In exchange for giving up its offshore wind leases, Invenergy agreed to develop natural gas or geothermal power plants in Indiana, Wisconsin, Iowa, Kansas, and Missouri. (Previous deals countenanced only fossil fuel development, so I suppose this counts as a “win.”)

But of course, as Hilary Bright, who leads the pro-wind group Turn Forward, argued this afternoon, that doesn’t work. “These buyouts are not one-for-one ‘swaps’ for another kind of energy,” she said in a statement. These wind farms were meant to bring new generation capacity online in some of the country’s most stressed power markets. It doesn’t work to cancel them, then build new power plants in the middle of the country. New York is particularly power-constrained at the moment and faces a risk of summertime blackouts as soon as the end of this decade. Invenergy’s wind leases in the tristate area — or, as FIFA would call it, New York/New Jersey — were closer to operation than any of its other projects.

If and when blackouts arrive in Gotham, will New Yorkers look back and remember this moment? Or — somewhat more importantly to Trump — will voters in Maine and North Carolina, both of which have elections this November that will help determine the balance of the Senate. Whatever happens, we’ll be watching it here at Heatmap.

Blue

You’re out of free articles.

Use code: CWNYC30 to save 30%.
Subscribe to access Heatmap’s exclusive polling and expert analysis of energy, climate change, and sustainability, now just $99/year $69.30/year.
To continue reading
Create a free account or sign in to unlock more free articles.
or
Please enter an email address
By continuing, you agree to the Terms of Service and acknowledge our Privacy Policy
Daily Briefing

The Long-Term Risk of Trump’s Fuel Economy Rollback

By neutering the Corporate Average Fuel Economy standards, the Trump administration cements the country’s dependence on oil and liquid fuels.

Trump getting out of a Tesla.
Heatmap Illustration/Getty Images

This is Heatmap Daily, a weekday news digest written by our executive editor.

President Trump’s big fuel efficiency rollback is here. This afternoon, the Department of Transportation significantly weakened the Corporate Average Fuel Economy standards, the federal government’s rules that encourage new cars and trucks to get gradually more fuel-efficient over time. Instead of mandating that new cars and trucks hit a target of more than 50 miles per gallon, as the old Biden-era rules had required, new vehicles sold in the U.S. will now need to average only 34.9 miles per gallon.

Keep reading...Show less
Ideas

Should You Trust a Politician’s Pivot on Data Centers?

The cofounders of The Impact Project have a three-step test for voters.

Greg Abbott.
Heatmap Illustration/Getty Images

In November 2025, Texas Governor Greg Abbott announced a $40 billion Google investment in his state and declared, “Texas is the epicenter of AI development, where companies can pair innovation with expanding energy.” At a campaign stop in East Texas seven months later, he had a different message: “We must prohibit them from building AI data centers in rural Texas neighborhoods.” Last week, Abbott instructed Texas’ environmental agency to stop issuing permits to data center projects until the state’s grid operator completes an audit of all data centers in the interconnection process.

Abbott is not alone. In the past week, three other candidates for governor moved toward limits. On September 23, Maryland Governor Wes Moore, a Democrat, signed an executive order tying state incentives for large projects to a new review process, pledged that “the state will not go around a local community’s ‘no,’” and announced that he would ask lawmakers to repeal the state’s data center tax exemption, passed in 2020. The same day, Kansas Democratic nominee Cindy Holscher, who voted for data center tax incentives as a state senator and now backs a moratorium, said she “certainly would vote differently based on the information we have now.” Teri Ann Hourihan, Arizona’s No Labels candidate, also promised a “Day 1” moratorium on new data centers.

Keep reading...Show less
Energy

Scoop: Arevia Power’s ‘Evolution’ From Solar to Gas and Data Centers

The renewables developer is expanding its business to serve “our nation’s growing energy needs.”

Solar smokestacks.
Heatmap Illustration/Getty Images

Two years ago, Arevia Power marketed itself as a renewable energy development powerhouse founded by solar industry veterans.

Today, the company is now also building data centers and gas turbines, Arevia chief development officer Ricardo Graf confirmed in a statement to me.

Keep reading...Show less
Blue