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Current conditions: At least 45 are dead and many more are trapped in the Indian state of Kerala after heavy rainfall triggered landslides • California’s Park Fire, only 14% contained, is now the sixth-largest in the state’s history • Typhoon Gaemi’s death toll continues to climb as the storm’s remnants batter southern China • A flash flood hit the popular Dollywood theme park in Tennessee.
European companies are considering whether to invest in new clean energy projects in the U.S. as November’s election looms, Reuters reported on Monday. The Inflation Reduction Act’s incentives for clean energy, EVs, and hydrogen – which drew many European firms to cross the Atlantic – are perceived to be in jeopardy in the event of a Trump victory. Companies like Thyssenkrupp Nucera, Nel, SMA Solar, and H2Apex, which have undertaken clean energy projects in the U.S. in the last two years, are all delaying investment decisions over worries that tax credits and demand could dry up.
Their concerns are warranted. Donald Trump has pledged to redirect clean energy funding to other priorities like roads and bridges should he win re-election. And the Heritage Foundation’s Project 2025 (widely seen as a policy map for a second Trump term) proposes gutting key climate agencies like the Environmental Protection Agency and the Department of Energy’s Loans Program Office.
Type One Energy closed its seed funding round at $82.5 million, a testament to the hype surrounding the emerging nuclear fusion company. As Heatmap’s Katie Brigham reports, the company uses a reactor design known as a stellarator, which – unlike the traditional tokamak reactor – employs a twisted magnetic field to keep the plasma stabilized inside. The company’s novel technology sparked interest from major funders like Breakthrough Energy, Centaurus Capital, and New Zealand-based GD1. Type One CEO Chris Mowry called the funding round, “one of the largest, if not the largest ever, seed financings in the history of energy.”
The host of the UN COP29 climate summit flared 10.5% more methane in 2023 than it did in 2018, the last time the country reported its emissions, according to recent analysis by nonprofit group Global Witness. Flaring involves burning (rather than capturing) the natural gas produced as a byproduct of oil drilling, and it is responsible for over 381 million metric tons of CO2 equivalent emissions annually, according to the World Bank. Several of the facilities most at fault for the increase in flaring are owned or operated by British multinational energy company BP.
It’s a new black mark on Azerbaijan’s climate record, already under scrutiny by those who object to holding another climate conference in a major oil and gas-producing country.
A forthcoming report by economic analysis group IMPLAN finds that wildfires could punch a nearly $90 billion hole in U.S. economic output this year. Wildfires are already displacing entire communities as they rage across much of the American West. That’s going to have an impact, says IMPLAN — potentially eliminating as many as 466,000 jobs by the end of the year. The report notes that some industries may actually benefit from the surge in wildfires. Businesses like electricity, healthcare, and (of course) fire prevention could see elevated spending as climate change increases the frequency of these destructive blazes.
Vegetation isn’t acting as the carbon sponge many had hoped it would. A new study by the French research organization Laboratory for Climate and Environmental Sciences (LCES) found that between 2022 and 2023, the growth rate of carbon dioxide in the atmosphere increased 86%. That’s partly because drought in the Amazon and wildfires in Canada constrained forests’ ability to sequester carbon as they normally do. While the report’s authors noted that carbon uptake changes from year to year, these findings cast doubt on forests’ reliability as a carbon sponge in the future. “We are pumping less carbon from the atmosphere into the land,” one of the study’s authors told Reuters. “Suddenly the pump is choking, and it's pumping less.”
“Unfortunately, meteorological events beyond our control ... can alter water quality and compel us to reschedule the event for health reasons.” – A joint statement by World Triathlon and Paris 2024 blaming the weekend’s rain storms for the pollution in the Seine that caused them to postpone today’s men’s Olympic triathlon.
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New York City may very well be the epicenter of this particular fight.
It’s official: the Moss Landing battery fire has galvanized a gigantic pipeline of opposition to energy storage systems across the country.
As I’ve chronicled extensively throughout this year, Moss Landing was a technological outlier that used outdated battery technology. But the January incident played into existing fears and anxieties across the U.S. about the dangers of large battery fires generally, latent from years of e-scooters and cellphones ablaze from faulty lithium-ion tech. Concerned residents fighting projects in their backyards have successfully seized upon the fact that there’s no known way to quickly extinguish big fires at energy storage sites, and are winning particularly in wildfire-prone areas.
How successful was Moss Landing at enlivening opponents of energy storage? Since the California disaster six months ago, more than 6 gigawatts of BESS has received opposition from activists explicitly tying their campaigns to the incident, Heatmap Pro® researcher Charlie Clynes told me in an interview earlier this month.
Matt Eisenson of Columbia University’s Sabin Center for Climate Law agreed that there’s been a spike in opposition, telling me that we are currently seeing “more instances of opposition to battery storage than we have in past years.” And while Eisenson said he couldn’t speak to the impacts of the fire specifically on that rise, he acknowledged that the disaster set “a harmful precedent” at the same time “battery storage is becoming much more present.”
“The type of fire that occurred there is unlikely to occur with modern technology, but the Moss Landing example [now] tends to come up across the country,” Eisenson said.
Some of the fresh opposition is in rural agricultural communities such as Grundy County, Illinois, which just banned energy storage systems indefinitely “until the science is settled.” But the most crucial place to watch seems to be New York City, for two reasons: One, it’s where a lot of energy storage is being developed all at once; and two, it has a hyper-saturated media market where criticism can receive more national media attention than it would in other parts of the country.
Someone who’s felt this pressure firsthand is Nick Lombardi, senior vice president of project development for battery storage company NineDot Energy. NineDot and other battery storage developers had spent years laying the groundwork in New York City to build out the energy storage necessary for the city to meet its net-zero climate goals. More recently they’ve faced crowds of protestors against a battery storage facility in Queens, and in Staten Island endured hecklers at public meetings.
“We’ve been developing projects in New York City for a few years now, and for a long time we didn’t run into opposition to our projects or really any sort of meaningful negative coverage in the press. All of that really changed about six months ago,” Lombardi said.
The battery storage developer insists that opposition to the technology is not popular and represents a fringe group. Lombardi told me that the company has more than 50 battery storage sites in development across New York City, and only faced “durable opposition” at “three or four sites.” The company also told me it has yet to receive the kind of email complaint flood that would demonstrate widespread opposition.
This is visible in the politicians who’ve picked up the anti-BESS mantle: GOP mayoral candidate Curtis Sliwa’s become a champion for the cause, but mayor Eric Adams’ “City of Yes” campaign itself would provide for the construction of these facilities. (While Democratic mayoral nominee Zohran Mamdani has not focused on BESS, it’s quite unlikely the climate hawkish democratic socialist would try to derail these projects.)
Lombardi told me he now views Moss Landing as a “catalyst” for opposition in the NYC metro area. “Suddenly there’s national headlines about what’s happening,” he told me. “There were incidents in the past that were in the news, but Moss Landing was headline news for a while, and that combined with the fact people knew it was happening in their city combined to create a new level of awareness.”
He added that six months after the blaze, it feels like developers in the city have a better handle on the situation. “We’ve spent a lot of time in reaction to that to make sure we’re organized and making sure we’re in contact with elected officials, community officials, [and] coordinated with utilities,” Lombardi said.
And more on the biggest conflicts around renewable energy projects in Kentucky, Ohio, and Maryland.
1. St. Croix County, Wisconsin - Solar opponents in this county see themselves as the front line in the fight over Trump’s “Big Beautiful” law and its repeal of Inflation Reduction Act tax credits.
2. Barren County, Kentucky - How much wood could a Wood Duck solar farm chuck if it didn’t get approved in the first place? We may be about to find out.
3. Iberia Parish, Louisiana - Another potential proxy battle over IRA tax credits is going down in Louisiana, where residents are calling to extend a solar moratorium that is about to expire so projects can’t start construction.
4. Baltimore County, Maryland – The fight over a transmission line in Maryland could have lasting impacts for renewable energy across the country.
5. Worcester County, Maryland – Elsewhere in Maryland, the MarWin offshore wind project appears to have landed in the crosshairs of Trump’s Environmental Protection Agency.
6. Clark County, Ohio - Consider me wishing Invenergy good luck getting a new solar farm permitted in Ohio.
7. Searcy County, Arkansas - An anti-wind state legislator has gone and posted a slide deck that RWE provided to county officials, ginning up fresh uproar against potential wind development.
Talking local development moratoria with Heatmap’s own Charlie Clynes.
This week’s conversation is special: I chatted with Charlie Clynes, Heatmap Pro®’s very own in-house researcher. Charlie just released a herculean project tracking all of the nation’s county-level moratoria and restrictive ordinances attacking renewable energy. The conclusion? Essentially a fifth of the country is now either closed off to solar and wind entirely or much harder to build. I decided to chat with him about the work so you could hear about why it’s an important report you should most definitely read.
The following chat was lightly edited for clarity. Let’s dive in.
Tell me about the project you embarked on here.
Heatmap’s research team set out last June to call every county in the United States that had zoning authority, and we asked them if they’ve passed ordinances to restrict renewable energy, or if they have renewable energy projects in their communities that have been opposed. There’s specific criteria we’ve used to determine if an ordinance is restrictive, but by and large, it’s pretty easy to tell once a county sends you an ordinance if it is going to restrict development or not.
The vast majority of counties responded, and this has been a process that’s allowed us to gather an extraordinary amount of data about whether counties have been restricting wind, solar and other renewables. The topline conclusion is that restrictions are much worse than previously accounted for. I mean, 605 counties now have some type of restriction on renewable energy — setbacks that make it really hard to build wind or solar, moratoriums that outright ban wind and solar. Then there’s 182 municipality laws where counties don’t have zoning jurisdiction.
We’re seeing this pretty much everywhere throughout the country. No place is safe except for states who put in laws preventing jurisdictions from passing restrictions — and even then, renewable energy companies are facing uphill battles in getting to a point in the process where the state will step in and overrule a county restriction. It’s bad.
Getting into the nitty-gritty, what has changed in the past few years? We’ve known these numbers were increasing, but what do you think accounts for the status we’re in now?
One is we’re seeing a high number of renewables coming into communities. But I think attitudes started changing too, especially in places that have been fairly saturated with renewable energy like Virginia, where solar’s been a presence for more than a decade now. There have been enough projects where people have bad experiences that color their opinion of the industry as a whole.
There’s also a few narratives that have taken shape. One is this idea solar is eating up prime farmland, or that it’ll erode the rural character of that area. Another big one is the environment, especially with wind on bird deaths, even though the number of birds killed by wind sounds big until you compare it to other sources.
There are so many developers and so many projects in so many places of the world that there are examples where either something goes wrong with a project or a developer doesn’t follow best practices. I think those have a lot more staying power in the public perception of renewable energy than the many successful projects that go without a hiccup and don’t bother people.
Are people saying no outright to renewable energy? Or is this saying yes with some form of reasonable restrictions?
It depends on where you look and how much solar there is in a community.
One thing I’ve seen in Virginia, for example, is counties setting caps on the total acreage solar can occupy, and those will be only 20 acres above the solar already built, so it’s effectively blocking solar. In places that are more sparsely populated, you tend to see restrictive setbacks that have the effect of outright banning wind — mile-long setbacks are often insurmountable for developers. Or there’ll be regulations to constrict the scale of a project quite a bit but don’t ban the technologies outright.
What in your research gives you hope?
States that have administrations determined to build out renewables have started to override these local restrictions: Michigan, Illinois, Washington, California, a few others. This is almost certainly going to have an impact.
I think the other thing is there are places in red states that have had very good experiences with renewable energy by and large. Texas, despite having the most wind generation in the nation, has not seen nearly as much opposition to wind, solar, and battery storage. It’s owing to the fact people in Texas generally are inclined to support energy projects in general and have seen wind and solar bring money into these small communities that otherwise wouldn’t get a lot of attention.