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Energy

Batteries and Texas.
Energy

The Texas Grid Has Had a Boring Summer Thanks to Batteries

Temperatures are high, but electricity drama is low.

AM Briefing

Gas Bloat

On China’s peak oil, Indiana’s outages, and nuclear shipbuilding

Red
Energy

The U.S. Is Building Natural Gas Power Twice as Fast as China

A new report from Global Energy Monitor found that the amount of new capacity in the pipeline doubled from January to July of this year, fed by the data center boom.

Ideas

A ‘Glass Half Full’ Isn’t Enough to Fight Climate Change

We have run out of time for half measures, argues the Natural Resources Defense Council’s head of climate science and policy.

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A data center protester.

The Rise of ‘None-of-the-Above’ Local Energy Laws

A small but growing share of counties are targeting data centers, solar farms, and battery storage systems at the same time.

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Donald Trump and rubber stamps.

Scoop: Trump to Permit Largest-Ever Gas Project in Just 7 Months

The facility will power OpenAI’s 10-gigawatt data center in Pike County, Ohio.

Hotspots

Local Permitting Fights Take Over National Politics

And more on this week’s conflicts around project development.

The United States.
<p>Heatmap Illustration/Getty Images</p>

1. Montgomery County, Pennsylvania – We reached a new normal in the data center backlash, and it all seems to have started in King of Prussia.

  • On Tuesday, Pennsylvania Gov. Josh Shapiro announced his state – one once coveted by the AI industry for hyperscale construction – will no longer permit projects without local support. It was a step change from posture taken mere months earlier, when he announced voluntary standards for data center development that I found may have been vetted by representatives of the industry, including Amazon.
  • Tucked in Shapiro’s speech was what I can only imagine was his last straw: developer Brian O’Neill’s efforts to construct data center buildings in the King of Prussia community, close to where he grew up himself. Without calling him out by name, the governor said he was “stoking fear in the community, even though he has no realistic path to getting power at the sites any time soon.”
  • “Here’s something else he has no realistic path to getting: my support,” the governor said.
  • As the climate news outlet DeSmog wrote earlier this month, O’Neill had closely collaborated with members of Shapiro’s administration for more than a year before this speech happened, including on securing energy. But the real estate magnate’s projects kept facing local rejections; people really don’t seem to want what he’s been selling.
  • Now Shapiro is turning on O’Neill, transforming him into what he described as a type of “speculative” developer his government wishes to discourage from building projects in his state.

2. Columbia County, Wisconsin – The gubernatorial race in this state is transforming local fights over wind projects into must-watch popcorn fodder for anyone obsessed with the state of the energy transition, or national politics for that matter.

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AM Briefing

Ohio Isn’t for Data Center Lovers

On mineral funding, Harold Hamm’s Argentina bet, and South Korea’s offshore wind

Donald Trump.
<p>Heatmap Illustration/Getty Images</p>

Current conditions: Heavy rainstorms are sweeping across the Great Lakes and the East Coast’s Amtrak Corridor, with the highest flood risk in North Carolina and New Jersey • Monsoonal downpours are drenching western Cameroon, with the West Region capital of Bafoussam facing more than a week of thunderstorms • A tropical storm on track to be named Moke as it strengthens will swipe Hawaii’s Big Island on Sunday afternoon as the archipelago state is still recovering from its rare encounter with Hurricane Lala last week.


THE TOP FIVE

1. Republicans fear data centers will cost the party Ohio

The “data center brand is the anchor” dragging down Republicans fighting to keep former Democratic Senator Sherrod Brown from winning back his old seat. That’s the takeaway from a National Republican Senatorial Campaign memo obtained by Axios. “Data centers are the centerpiece in the case Sherrod Brown is litigating; he has made them his de facto opponent, and no one is correcting the record,” the memo reads. Still, the strategists expressed hope: “While the perceptions of data centers are weak, the American people are with us. By overwhelming margins, the American people prefer a Republican candidate who wants to only let data centers be built in communities that approve them by a local vote of the people, and that pay for their own power, water, and other utilities versus a Democrat candidate who wants to stop data center construction altogether, which will cause America to lose the AI race to China.”

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