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Energy

The Alabama statehouse.
AM Briefing

Georgia on My Mind

On electrolyzers’ decline, Anthropic’s pledge, and Syria’s oil and gas

Energy

Democrats Should Embrace ‘Cleaner’ LNG, This Think Tank Says

Third Way’s latest memo argues that climate politics must accept a harsh reality: natural gas isn’t going away anytime soon.

Green
AM Briefing

The Nuclear Backstop

On Equinor’s CCS squeamishness, Indian solar, and Orsted in Oz

Green
AM Briefing

Endangered Finding

On BYD’s lawsuit, Fervo’s hottest well, and China’s geologic hydrogen

Red
The Treasury Department and corn.

The Climate-Smart Program Trump Didn’t Kill (Yet)

New guidelines for the clean fuel tax credit reward sustainable agriculture practices — but could lead to greater emissions anyway.

Yellow
Wind turbines.

Headwinds Blowing

On Tesla’s sunny picture, Chinese nuclear, and Bad Bunny’s electric halftime show

Blue
Spotlight

Are Republicans Turning on Data Centers?

The number of data centers opposed in Republican-voting areas has risen 330% over the past six months.

Trump signs and a data center.
<p>Heatmap Illustration/Getty Images</p>

It’s probably an exaggeration to say that there are more alligators than people in Colleton County, South Carolina, but it’s close. A rural swath of the Lowcountry that went for Trump by almost 20%, the “alligator alley” is nearly 10% coastal marshes and wetlands, and is home to one of the largest undeveloped watersheds in the nation. Only 38,600 people — about the population of New York’s Kew Gardens neighborhood — call the county home.

Colleton County could soon have a new landmark, though: South Carolina’s first gigawatt data center project, proposed by Eagle Rock Partners.

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Energy

Energy Companies Are Dancing in the Data Center Money Fountain

With investment in AI booming, any business that can promise quick generation is looking pretty good right now.

Power lines and a data center.
<p>Heatmap Illustration/Getty Images</p>

It’s a good time to be selling stuff to data center developers.

That was the message from the beginning of earnings season for the renewables and the energy industry: If you can promise power to data centers quickly, you’re doing good business. (If you’re just a software business that investors think will be displaced by large language models, the value of your company has probably fallen by a quarter so far this year).

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