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On Sierra Club drama, OBBB’s price hike, and deep-sea mining blowback

Current conditions: Tropical Erin is expected to gain strength and make landfall in the Caribbean as the first major hurricane of the season, lashing islands with winds of up to 80 miles per hour and 7 inches of rain • More than 152 fires have broken out across Greece in the past 24 hours alone as Europe battles a heatwave • Typhoon Podul is expected to make landfall over southeastern Taiwan on Wednesday morning, lashing the island with winds of up to 96 miles per hour.
The Department of Energy selected 11 nuclear projects from 10 reactor startups on Tuesday for a pilot program “with the goal to construct, operate, and achieve criticality of at least three test reactors” by next July 4. The Trump administration then plans to fast-track the successful technologies for commercial licensing. The effort is part of the United States’ attempt at catching up with China, which last year connected its first high-temperature gas-cooled reactor to the grid. The technologies in the program vary among the reactors selected for the program, with some reactors based on Generation IV designs using coolants other than water and others pitching smaller but otherwise traditional light water reactors. None of the selected models will produce more than 300 megawatts of power. The U.S. hopes these smaller machines can be mass produced to bring down the cost of nuclear construction and deploy atomic energy in more applications, including on remote military bases, and even, as NASA announced last week, the moon.
Here are the companies:
The Sierra Club terminated executive director Ben Jealous this week, ending a rocky tenure that culminated earlier this summer in votes of no confidence among statewide chapters, Inside Climate News’ Lee Hedgepeth reported. A former chief executive of the National Association for the Advancement of Colored People and the 2018 Democratic nominee for Maryland governor, Jealous’ rise to the green group’s top job in November 2022 seemed like a watershed moment for what is arguably the nation's most prominent environmental groups. The first non-white leader of the 133-year-old organization promised to close the book on the Sierra Club’s internal wrestling with the racist legacy of its founder, John Muir.
But budget cuts, layoffs, and fights with the group’s union marred his time at the helm. In June, the executive committee of the Sierra Club’s Oregon Chapter voted unanimously to request a vote of no-confidence in Jealous from the national organization’s board, citing his hiring of a senior staff member who was registered as lobbyist for the cryptocurrency exchange Crypto.com, The New York Times’ Claire Brown reported. Weeks later, the Missouri Chapter voted unanimously to make the same request. Allies on the board accused Jealous’ critics of a racist “pattern of misinformation, character assassination, and discrimination” against the first Black man to hold the top job. But the board placed Jealous on leave last month and, on Monday, said in a statement that it had “unanimously voted to terminate Ben Jealous’ employment for cause.”
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The price of power purchase agreements in the U.S. has increased by 4% on average since the passage of President Donald Trump’s One Big Beautiful Bill. That’s according to data released this morning by the industry group LevelTen Energy, which called the calculations “the clearest signal yet that the market has already begun to reprice in light of these new risks and headwinds.”
Of the 86 U.S. developers surveyed from the LevelTen Marketplace, 86% said “they are now adapting their approach — either by accelerating construction timelines, reprioritizing project pipelines, or both.” Next Monday, the Treasury Department is due to issue guidance for renewable energy projects accessing federal tax credits, following Trump’s executive order directing the Internal Revenue Service to place new restrictions on solar and wind developers. Industry groups have been “circling the wagons” since the orders release, according to Heatmap’s Emily Pontecorvo, bracing for restrictions that will push up prices for renewables.
The United States is the only major country that hasn’t ratified the United Nations’ 1994 Law of the Sea treaty. Yet the Trump administration has used the country’s “observer” status to push for finalizing a code under the UN-affiliated International Seabed Authority that would allow for permitting commercial mining on the ocean floor. Trump also signed an executive order in April to unilaterally license deep-sea mining if global rules don’t come into effect. At the center of the effort is the Canadian startup The Metals Company, which has designed special machines to harvest mineral-rich nodules on the deep-sea floor. The company and its backers say it’s a cleaner, faster way to increase global mineral supplies than opening more mines on land. But skeptics — including France and China — warn that the rush to industrialize one of the planet’s last untouched wildernesses risks harming fragile and scarcely understood ecosystems, and criticized Washington for threatening to go it alone without international regulations in place.
China was the first country to publicly condemn Trump’s order in April, but Brazil and Panama spoke at last month’s ISA meeting in Kingston, Jamaica, to express support for Beijing’s position, Canary Media’s Clare Fieseler reported from the Caribbean capital.

Great news for anyone who, like me, is getting increasingly spooked about microplastics: New research in the journal Sustainable Food Technology found that grapevine cane films could be a great alternative to petrochemical plastics. They’re transparent, leave behind no harmful residues, and biodegrade into soil within 17 days. “These films demonstrate outstanding potential for food packaging applications,” Srinivas Janaswamy, an associate professor in South Dakota State University's Department of Dairy and Food Science, said in a press release. “That is my dream.”
Editor’s note: This story has been corrected to reflect the fact that, at the time of publication, Tropical Storm Erin was not yet a hurricane.
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Current conditions: The unusual humidity thickening the Los Angeles air this week is the result of a warmer Pacific Ocean, a sign of climate change • Temperatures are topping triple digits Fahrenheit in the Spanish capital of Madrid • Severe storms are pummeling the central United States from the Plains to Appalachia.
The latest heat wave roasting Europe is warming up rivers and drying the watercourses on which the continent’s energy systems rely. In Eastern Europe, the mighty Danube has hit record lows, beaching boats in Croatia, squeezing out a quarter of Serbia’s fuel shipments, and forcing Hungary’s only nuclear power station to shut down as cooling water disappeared. The cost of navigating the barges that ship petroleum products, chemicals, coal, and steel down the Rhine river skyrocketed 400% in the last two months as water levels plummeted, as Bloomberg columnist Javier Blas pointed out. Economists warned the German broadcaster DW this week that the Rhine’s low levels could slash as much as 0.2% off Germany’s entire economic output in the third quarter of this year. It’s a stark reminder of what Heatmap contributor Hazel Southwell wrote back in 2023: Economies aren’t ready for rivers to dry up.
The wildfires blazing across the continent aren’t isolated to the mainland. A fire raging in eastern England forced dozens of evacuations and put the Sizewell B nuclear plant, which just won approval to extend its license this month, on emergency alert.
As quickly as public opinion over data centers is plummeting, local ordinances barring or limiting construction of new facilities are proliferating. More than 530 such statutes are now in place all over the country, and the vast majority were enacted this year, according to an extensive review of public records conducted by Heatmap Pro that my colleague Robinson Meyer wrote up. These restrictions are driving a wave of project cancellations.
Meanwhile, Anthropic is in what The Wall Street Journal described as “advanced talks” with banks to borrow $15 billion to build a sweeping new data center and power-generating complex. The deal would be backed by a consortium of banks led by Morgan Stanley and would back the project in Hubbard, Texas, which would include a 1.6-gigawatt natural gas power plant. To raise the debt, Google has provided guarantees for billions of dollars of the Claude maker’s lease and obligations to pay for electricity.
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The Federal Communications Commission’s ban on imported inverters, the devices that help patch solar panels into data centers and onto the grid, will have little effect on the buildout of panels in the U.S., according to the latest assessment from the consultancy BloombergNEF. “Previously approved inverter models can still be imported and sold, so most planned projects are expected to proceed without supply shortages,” the consultancy told me in an emailed memo. U.S. factories cannot meet demand on their own, matching only 18% of the American market in 2025. “The biggest risk is delayed access to newer technology,” the memo read. “New inverter models will require conditional approval from the government, but approval processes remain unclear.”
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The U.S. needs antimony to make ammunition, semiconductors, and batteries. But the country stopped mining the lustrous gray metalloid back in 1983. Since then, China has dominated the global market, with Russia trailing in second place and Tajikistan in a steady third, according to the latest U.S. Geological Survey data. Now America is getting back into the antimony game. On Thursday, the U.S. unveiled a new modular mineral processing plant designed to establish a new end-to-end domestic supply chain for antimony, Mining.com reported. The project is supported by the mining company Perpetua Resources, the U.S. Army, and the Idaho National Laboratory. Backed by billionaire hedge fund manager John Paulson, Perpetua was designated last year by the Trump administration for a fast-track permitting program. In May, the federal Export-Import Bank gave the project a $2.9 billion loan.
It’s a good time for energy startups. Fresh off Commonwealth Fusion Systems’ $1 billion round yesterday, Antora Energy, the thermal battery startup that converts electricity into heat with large carbon blocks, just netted $550 million in a Series C. Meant to help the company ramp up production, the funding round comes after the company launched one of the largest battery storage projects in the world, a 5-gigawatt-hour system in South Dakota that was built in less than a year. “From factories to data centers, energy is the bottleneck to industrial growth,” Andrew Ponec, Antora’s co-founder and chief executive, said in a statement. “Antora has shown we can help break that bottleneck — delivering energy fast, at massive scale, with American innovation. With this funding round, we’re continuing to strengthen our investment in U.S. manufacturing, delivering affordable energy across the country and around the world.”
Mexico is getting ready to do something about the algae. This week, Mexican President Claudia Sheinbaum said her government will create a comprehensive plan to free the country from a vast bloom of sargassum. While not dangerous to humans, the seaweed can rot on shore and emit foul odors.
The overwhelming majority of the ordinances were enacted this year, a Heatmap Pro review shows. They’re helping to drive an unprecedented surge of data center cancellations.
America’s data center backlash is gaining steam.
Anti-data-center protesters briefly interrupted President Trump’s speech at a General Motors facility in Michigan earlier this week. A day later, the country music legend Willie Nelson called on Americans to “fight against data centers invading our land.”
Washington has yet to pass major data center regulation. But the backlash is already reshaping local zoning and land use codes across the country, according to an extensive review of public records conducted by Heatmap Pro. A surge of new restrictions and bans have killed dozens of proposed data centers this year.
More than 500 counties or municipalities now actively restrict or block new data centers, according to the review. This tally includes only the most severe constraints — such as steep setback requirements, impossible noise limits, or outright bans on permit approvals — that all but forbid the construction of a data center.
The overwhelming majority of these restrictions have been enacted since the beginning of the year. Nearly 190 have been passed since June 1.
The pace of moratoriums is “accelerating,” Peter Freed, a founding partner at the Near Horizon Group and the former director of energy strategy at Meta, told me.
Broadly, these new local restrictions seem to be succeeding. More than 50 data centers have been canceled so far this year after facing local pushback of some kind, according to a Heatmap Pro review of press accounts, public records, and project cancellations.
That’s more than twice as many projects as were canceled under similar circumstances in all of 2025, according to our data. Eight projects were canceled in July alone.
Ominously for developers, the rate of projects facing cancellations seems to be increasing over time.
More than 200 pending data center projects are now being fought at the local level nationwide. This could mean that a project faces lawsuits, physical protests, contentious public hearings, or an ad campaign.
About 430 data center projects have been contested over the past five years, including the roughly 200 that are currently being fought, the data shows. Roughly 40% of data center projects that faced some kind of local challenge over that period were eventually canceled, according to Heatmap Pro data.
But that figure has gone up in recent months. Today, a data center project that’s challenged by local activists has about a 50% chance of being canceled. A contested data center now has roughly the same odds as a contested solar or wind farm of getting canceled, Heatmap Pro data suggests.

Data center proposals of every size have faced major delays and cancellations this year. Earlier this month, a sprawling campus that would have built 37 data center buildings near Manassas National Battlefield Park in Virginia was canceled after sustained local protest.
Even the economy’s largest companies have abruptly withdrawn major projects following opposition. Amazon, Microsoft, and Google each canceled large-scale proposals after sustained pushback in Arizona, Wisconsin, and Indiana in the past year. Susan Li, the chief financial officer at Meta, described the infrastructure building environment as “dynamic and uncertain” on a quarterly earnings call this week.
Some analysts have cautioned that the worsening development environment — and snarled supply chains — could imperil the overall artificial intelligence boom. Earlier this year, a JPMorgan report warned that 60% of data center capacity slated to open in 2027 had yet to start construction as of early June.
“Even the major developers are having trouble with projects, but you always have trouble with projects,” Freed said. The question is whether developers have enough proposals in their pipeline to keep up with surging demand, he said.
“I think the answer is mostly still yes. But it’s getting harder to find,” he added. “The impact is increasingly that developers are stopping efforts in those communities [that pass restrictions] and shifting their attention elsewhere.”
State-to-state cancellation rates can vary significantly. Some 71% of contested data center proposals in Michigan are eventually canceled, as are 56% of challenged projects in Indiana, according to Heatmap Pro data.
By comparison, about 17% of challenged data center projects in Texas are canceled.
Polling suggests that Americans want much more strict data center regulation than is in place right now. About six in 10 Americans would support a data center moratorium at the national, state, or local level, according to Heatmap Pro polling.
Majorities of self-identified Democrats and MAGA Republicans would support a ban at all three levels of government. So far only one state, New York, has adopted a moratorium on new data center permit approvals. That one-year ban is not included in this survey of county and municipal restrictions.
The hundreds of laws restricting data centers may not be a permanent feature of U.S. land use laws. Many of the ordinances are — at least on paper — set to expire in the coming year to give local officials time to create their own schemes for regulating data centers in the absence of federal regulation.
But many restrictions on wind and solar energy were also initially described as temporary. Officials have still renewed them year after year in order to avoid dealing with a controversial issue.
Even when local moratoriums do not always kill projects, they can ensure that an already troubled project gets the boot.
Last year, the housing developer Deltona Corp. sought to build a 1,300-acre data center campus roughly 50 miles north of Tampa. Citrus County commissioners passed a 12-month moratorium on new data centers, but that law didn’t apply to the proposal, which was already pending and therefore exempt.
But when the county planning commission rejected a rezoning proposal for the site months later, it effectively killed the proposal, which could not file a new application without becoming subject to the moratorium.
“The people are not ok with this and clearly some, if not all, of the commissioners are also not ok with this,” Holly Davis, a county commissioner, told the local paper at the time.
Even relatively small data centers can face obstacles. After the University of Michigan bought 120 acres in a light-industrial area of Ypsilanti Township, Michigan, to build a data center, local residents — and municipal officials — vowed to battle the project.
Residents worried about the data center’s energy use, noise levels, environmental impact and its potential security risks. (The facility will be run with Los Alamos National Lab.) But the facility, at its largest, will demand 110 megawatts of electricity — much smaller than most artificial intelligence data centers.
“There’s literally not a conversation that I have, not a stop that I make, where data centers and AI don’t come up,” Abdul El-Sayed, a Democratic candidate for Michigan’s U.S. Senate seat, said earlier this month. He has not endorsed a data center moratorium, but has said projects should have mandatory “terms of engagement.”
The public’s turn against data centers has been swift. In just nine months, Americans swung 49 points against supporting a data center in their area, according to Heatmap Pro polling from the spring. Other polls have shown similar shifts.
A majority of Republicans, Democrats, and independents now say they would oppose a data center proposal in their area.
Yet even with the new surge of bans, most of America remains open — to some degree — for business. More than 90% of counties nationwide have not banned or significantly restricted data centers.
“I don’t think we’re anywhere close to a breaking point yet,” Freed said. “It’s still a big country.”
On ‘precariously low’ oil stockpiles, China’s ammonia milestone, and a PFAS destroyer
Current conditions: The wildfires in France and Europe are slowing, but three firefighters have died and the looming heat wave could bring yet more disaster • New York and New Jersey are facing flash floods as a storm system makes its way across the Northeast United States • Days of thunderstorms are causing floods across Vientiane, Laos’ sprawling capital.
Last month, I toured Commonwealth Fusion Systems’ headquarters in small-town central Massachusetts. The place was abuzz in activity. On the factory floor side, workers were assembling the magnets needed to ultimately form the torus-shaped reactor — think a giant doughnut with an interior that curves like the core of an apple — called the tokamak. On the actual reactor side, SPARC — the prototype that CFS expects will make history next year as the first private enterprise and only tokamak to ever generate more energy that it took to start the fusion reaction — was starting to look like a functional machine from my view on a second-story walkway overlooking the sterile assembly room. The old joke that fusion is the energy source of tomorrow — and always will be — certainly didn’t ring as funny now. I’ll tell you who isn’t laughing: All the new investors that just poured another $1 billion into CFS. The company announced its latest funding round early this morning, which brings the startup’s total fundraising since its launch as a spinout from the Massachusetts Institute of Technology in 2018 to $4 billion. CFS now accounts for 30% of all the private capital that has flowed into fusion. What distinguishes this round, my colleague Katie Brigham wrote, is that the money is coming from a bunch of institutional investors, such as pension funds and sovereign wealth funds, rather than venture capitalists. On a call with reporters this week, CFS’s newly-named chief financial officer, Lorence Kim, said it’s the first-time institutional investors comprised the majority of the new funding. When I asked the company’s spokeswoman for a percentage estimate breaking down the new versus old investors in this round, she declined to comment. Kim cautioned that the funding isn’t the kind of capital you raise before launching on a stock market. But his hire is notable. The former Goldman Sachs banker famously helped take the pharmaceutical giant Moderna public and held the top financial role through the start of the Covid-19 pandemic.
Meanwhile, a federal Superfund site at a facility in Kentucky once used to enrich uranium for atomic bombs is being transformed into a data center. On Wednesday, the Department of Energy announced a deal between investment giant Brookfield, utility behemoth NextEra Energy, and three local power providers to redevelop portions of the Paducah site into a $100 billion data center campus. “By transforming former DOE sites into engines of innovation and economic growth, we can revitalize communities with increased tax revenue and thousands of jobs, while also strengthening America’s energy security,” Secretary of Energy Chris Wright said in a press release.
The Federal Reserve held the country’s benchmark interest rate steady at Wednesday’s meeting of the U.S. central bank’s top brass. But three bank presidents voted to increase rates as renewed fighting in Iran sent energy prices upward. The dissent “underscored officials’ fraying patience with looking past another price shock on the heels of tariff-related increases last year and with robust demand stemming from the artificial-intelligence buildout,” The Wall Street Journal reported. That is, of course, bad news for renewables and other clean energy developers who rely on cheap upfront money to build, as my colleague Matthew Zeitlin has written.
But there are potentially bigger problems afoot for American energy consumers. U.S. crude stockpiles fell sharply last week as American refineries ramped up production to seize on surging fuel prices as fighting erupted in Iran. The stocks have now reached “precariously low” levels, analysts told the Financial Times, meaning there’s far less cushion if the war worsens the supply shock.
Last month, the energy team at the liberal policy shop Third Way assembled 100 swing voters from across the country to talk about the data centers that poll after poll shows are becoming less and less popular, to put it mildly. The conclusion of the discussions was this: “America’s opposition to data centers has less to do with their feelings about artificial intelligence and more to do with their anger and distrust of large corporations and government.” The findings, shared with me exclusively in advance, showed that most participants were open to a new data center if they believed it would come with tangible benefits for their communities. While some investors, such as “Shark Tank” star Kevin O’Leary, have tried to present those offerings, “the trust isn’t there.” While Emily Becker, the director of Communications for Third Way’s Climate and Energy Program, told me she was “not surprised by how much opposition there was, what was heartening is people understood that benefits were possible. They just didn’t think they would receive them.”
Speaking of data centers and the public trust: NV Energy has accused one of the biggest developers of data centers in Nevada of attempting to illegally bypass state regulators to determine through private arbitration how and when the Berkshire Hathaway-owned utility should provide power to its operations. The lawsuit, filed Friday in Washoe County’s Second Judicial District Court, alleges that the developer, Tract, is trying to skirt the usual process by which the state Public Utilities Commission determines what share of the utility’s electricity should go to the large power user. Tract, according to the complaint, “wants NV Energy to reserve and provide enormous amounts of power for Tract's private development while shifting the infrastructure and energy costs to Nevada families, small businesses, and existing customers who did not cause them.” Sorting out those questions through arbitration would help to “keep these issues hidden” from state regulators and the public, NV Energy said, according to The Nevada Independent.
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When the Biden administration attempted to overhaul regulations on electrical transformers to make the key grid components more efficient, the proposal drew fierce bipartisan pushback amid a years-long nationwide shortage of the equipment. Ultimately, the Biden administration backed down and changed the proposal after receiving public comments. That would have seemed to provide some certainty for factories. But just two years after the final rule won acclaim from across the industry, the Trump administration is now considering revising the requirements for rules set to take effect in 2029. “We’re not aware of anyone asking for this,” Andrew deLaski, executive director of the Appliance Standards Awareness Project, told Utility Dive. The group supported the 2024 transformer rule and other stricter efficiency requirements DOE finalized during the Biden administration.
China has signaled it’s planning to take on what Bloomberg described as a bigger role in steering global negotiations over climate change. The 15th five-year plan published Monday by the Ministry of Ecology and Environment and other key agencies outlines how Beijing “will constructively lead the multilateral governance process to address climate change” and states that “China’s influence, guiding capacity, shaping power, and moral appeal in global climate governance will be significantly enhanced” through the end of the decade. Beijing is already looking to increase how much renewable energy it consumes, as I told you last week.
As you may recall, China is going all in on figuring out how to make green hydrogen work, especially now that the People’s Republic is throwing everything at the wall to diversify its domestic supply of fuels as the Iran War chokes off its regular supply of hydrocarbons. One of the trickier questions with green hydrogen is how to ship the world’s small molecules without leaks. A popular solution is to convert the hydrogen into green ammonia. On Tuesday, SPIC Green Energy announced the successful loading of 3,750 metric tons of green ammonia produced in Jilin Province onto a vessel at the Lianyungang Port in Jiangsu Province and shipped to South Korea. “The shipment represents the world’s largest single-batch delivery of green ammonia,” analyst Jian Wu wrote in his China Hydrogen Bulletin newsletter. “It marks China’s transition from technical demonstration to large-scale international commercial delivery.”
A company promising to put an expiration date on so-called forever chemicals just raised a bunch of money to bring its technology to market. Claros Technologies is developing a proprietary system that can break down the per- and polyfluoroalkyl substances, or PFAS, contaminating millions of Americans’ drinking water systems. This week, the startup closed a $55 million Series B financing round. “Over the past year, Claros has crossed the threshold from breakthrough technology to successful commercial reality,” CEO Michelle Bellanca said in a statement.