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Economy

The DOE Has a Plan to Speed Up New Grid Connections

On the “Transmission Interconnection Roadmap,” solar tariffs, and AI

The DOE Has a Plan to Speed Up New Grid Connections
Heatmap Illustration/Getty Images

Current conditions: Parts of Dubai remain waterlogged after this week’s epic rainfall • A volcanic eruption in Indonesia produced a 1.6-mile ash column • Severe thunderstorms are headed for the Midwest and Southern Plains.

THE TOP FIVE

1. DOE unveils roadmap to speed up clean energy grid connections

The Department of Energy yesterday unveiled its plans to help solve a problem plaguing the clean energy sector: the backlog of grid connections. According to Secretary of Energy Jennifer Granholm, nearly 12,000 solar, wind, and storage projects are ready and waiting to be connected to the grid. “The high volume of projects and inadequate existing procedures for interconnection has led to uncertainties, delays, inequities, and added costs for developers, consumers, utilities, and their regulators,” the DOE said in its announcement. The new “Transmission Interconnection Roadmap” aims to speed up connection times by providing more transparency on data for existing projects, creating fast-track options for interconnection, and adopting requirements and standards for generation interconnection, among other initiatives. The Biden administration has a goal of 100% clean electricity by 2035.

DOE

2. Study: Rising temperatures will cost global economy $38 trillion a year

A new study published in the journal Nature concludes that global incomes will be at least 20% lower over the next 26 years due to climate change compared to what The Associated Press called “a fictional world that’s not warming.” These income losses will amount to $38 trillion per year by 2049, and that’s regardless of how much we limit emissions going forward, or whether per capita income increases – in other words, this financial toll is already baked in and could grow dramatically depending on how much or little we cut emissions now. The researchers from the Potsdam Institute for Climate Impact Research also said the losses will be six times more expensive than it would be to cut emissions and limit global warming to 2 degrees Celsius. “Protecting our climate is much cheaper than not doing so,” said Leonie Wenz, who led the study. Lower-latitude areas and countries least responsible for man-made climate change will be hit the hardest, but everyone will be affected.

3. U.S. expected to restore tariffs on imported solar tech

For two years, the solar panel technologies imported into the U.S. from China and other countries have been exempt from tariffs, but that policy will soon be reversed, according to Reuters. Two sources familiar with the Biden administration’s plans say the change comes at the request of Hanwha Qcells, a South Korean company investing billions in manufacturing in the U.S., and several other U.S. solar manufacturers. There’s no clear timeline for when the tariffs will be reinstated. The report propelled shares of America’s biggest solar manufacturer, First Solar. Bloomberg noted that the existing exemption applies to imported two-sided solar panels, resulting in those panels being installed all over the place, including on rooftops “where the attribute offers no benefit.”

First Solar shares, up as of pre-market trading on Thursday morning. CNBC

4. Research links West Africa heat wave to burning of fossil fuels

An intense heat wave that hit West Africa and the Sahel recently “would have been impossible without human-caused climate change,” according to analysis from climate scientists from the World Weather Attribution. Temperatures soared above 113 degrees Fahrenheit in late March and early April, at one point reaching 119 degrees in Mali. At least 102 heat-related deaths were recorded in the first four days of April. The researchers analyzed weather data and climate models and concluded that such extremes wouldn’t have occurred without increased global temperatures from burning fossil fuels. “Events like these will become much more common, and even more dangerous, unless the world moves away from fossil fuels and countries rapidly reduce emissions to net zero,” the report said. “If global warming reaches 2°C, as is expected to occur in the 2040s or 2050s unless emissions are rapidly halted, similar events will occur 10 times more frequently.”

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  • 5. Bezos Earth Fund to award $100 million for AI climate change solutions

    Jeff Bezos wants ideas for how the power of artificial intelligence can be harnessed to help address climate change and nature loss, and he’s willing to throw some money at the best ones. His Bezos Earth Fund announced this week its “AI for Climate and Nature Grand Challenge,” which will award $100 million in grants to help support proposals from “practitioners, researchers, and innovators in universities, NGOs, private companies, and organizations.” It’s starting with projects that focus on “sustainable proteins, biodiversity conservation, and power grid optimization” plus one “wild card” category. Up to 30 seed grants will be awarded. Applications open in May and the recipients will be unveiled in September.

    THE KICKER

    Researchers say installing reflective materials called “retroflectors” on roads and buildings could reduce surface temperatures in cities by up to 20 degrees Celsius.

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    Energy

    All the Nuclear Workers Are Building Data Centers Now

    There has been no new nuclear construction in the U.S. since Vogtle, but the workers are still plenty busy.

    A hardhat on AI.
    Heatmap Illustration/Getty Images

    The Trump administration wants to have 10 new large nuclear reactors under construction by 2030 — an ambitious goal under any circumstances. It looks downright zany, though, when you consider that the workforce that should be driving steel into the ground, pouring concrete, and laying down wires for nuclear plants is instead building and linking up data centers.

    This isn’t how it was supposed to be. Thousands of people, from construction laborers to pipefitters to electricians, worked on the two new reactors at the Plant Vogtle in Georgia, which were intended to be the start of a sequence of projects, erecting new Westinghouse AP1000 reactors across Georgia and South Carolina. Instead, years of delays and cost overruns resulted in two long-delayed reactors 35 miles southeast of Augusta, Georgia — and nothing else.

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    How California Is Fighting the Battery Backlash

    A conversation with Dustin Mulvaney of San Jose State University

    Dustin Mulvaney.
    Heatmap Illustration

    This week’s conversation is a follow up with Dustin Mulvaney, a professor of environmental studies at San Jose State University. As you may recall we spoke with Mulvaney in the immediate aftermath of the Moss Landing battery fire disaster, which occurred near his university’s campus. Mulvaney told us the blaze created a true-blue PR crisis for the energy storage industry in California and predicted it would cause a wave of local moratoria on development. Eight months after our conversation, it’s clear as day how right he was. So I wanted to check back in with him to see how the state’s development landscape looks now and what the future may hold with the Moss Landing dust settled.

    Help my readers get a state of play – where are we now in terms of the post-Moss Landing resistance landscape?

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    A Tough Week for Wind Power and Batteries — But a Good One for Solar

    The week’s most important fights around renewable energy.

    The United States.
    Heatmap Illustration/Getty Images

    1. Nantucket, Massachusetts – A federal court for the first time has granted the Trump administration legal permission to rescind permits given to renewable energy projects.

    • This week District Judge Tanya Chutkan – an Obama appointee – ruled that Trump’s Bureau of Ocean Energy Management has the legal latitude to request the withdrawal of permits previously issued to offshore wind projects. Chutkan found that any “regulatory uncertainty” from rescinding a permit would be an “insubstantial” hardship and not enough to stop the court from approving the government’s desires to reconsider issuing it.
    • The ruling was in a case that the Massachusetts town of Nantucket brought against the SouthCoast offshore wind project; SouthCoast developer Ocean Winds said in statements to media after the decision that it harbors “serious concerns” about the ruling but is staying committed to the project through this new layer of review.
    • But it’s important to understand this will have profound implications for other projects up and down the coastline, because the court challenges against other offshore wind projects bear a resemblance to the SouthCoast litigation. This means that project opponents could reach deals with the federal government to “voluntarily remand” permits, technically sending those documents back to the federal government for reconsideration – only for the approvals to get lost in bureaucratic limbo.
    • What I’m watching for: do opponents of land-based solar and wind projects look at this ruling and decide to go after those facilities next?

    2. Harvey County, Kansas – The sleeper election result of 2025 happened in the town of Halstead, Kansas, where voters backed a moratorium on battery storage.

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