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Energy

Chris Wright’s First Order of Business

On DOE directives, Orsted, and Volkswagen’s affordable EV

Chris Wright’s First Order of Business
Heatmap Illustration/Getty Images

Current conditions: Back-to-back winter storms are hammering states in the Northeast with ice and snow • Atmospheric rivers have dropped more than 2 feet of rain on parts of Northern California in recent days • Temperatures could soar above 120 degrees Fahrenheit this week in Western Australia.

THE TOP FIVE

1. Chris Wright orders DOE to ‘unleash American energy’

Energy Secretary Chris Wright signed an order yesterday telling the Department of Energy to “unleash American energy” and restore “energy dominance” in line with President Trump’s agenda. Wright, who was confirmed by the Senate on Monday, began his order by denigrating the quest for a carbon-free future, claiming that net-zero policies “threaten the reliability of our energy system, and undermine our energy and national security.” After getting that out of the way, he went on to outline the following priorities:

  • A review of DOE research and development, to ensure a focus on “affordable, reliable, and secure energy technologies including fossil fuels, advanced nuclear, geothermal, and hydropower.” He also gave a shout out to nuclear fusion here.
  • A return to “regular order” regarding liquefied natural gas exports.
  • A review of the DOE Appliance Standards Program – which issues efficiency standards for home appliances – “to ensure that American families can choose from a range of affordable home appliances and products.”
  • Refilling the Strategic Petroleum Reserve.
  • Launching an American “nuclear renaissance” and commercialize next-generation nuclear power.
  • Strengthening the grid to meet soaring energy demand.
  • Streamlining permitting for new energy infrastructure.
  • Modernizing the nuclear stockpile.

2. Key federal agency stops approving new renewables projects

The Army Corps of Engineers has paused all permitting for well over 100 actions related to renewable energy projects across the country. In a statement to Heatmap’s Jael Holzman, the Army Corps confirmed it has “temporarily paused evaluation on” 168 pending permit actions “focused on regulated activities associated with renewable energy projects.” According to the statement, the Army Corps froze work on those permitting actions “pending feedback from the Administration on the applicability” of an executive order Trump issued on his first day in office, “Unleashing American Energy,” and that the agency “anticipates feedback on or about” February 7 from administration officials. Climate advocates are already pressing the panic button. “This is a 5 alarm fire alert,” Nick Abraham, state communications director for League of Conservation Voters, wrote on Bluesky in response to Holzman’s reporting. “This could decimate all the clean energy we worked to pass under Biden.”

3. Orsted cuts investment program by 25%

The Danish wind power company Orsted, which has a number of wind projects in the United States, said yesterday that it will “reduce its investment programme” by a quarter through 2030. This planned reduction will be global, not just in the United States, where the Trump administration has put a virtual embargo on new offshore wind permitting. The company said that it will still install more than 8 gigawatts of wind capacity over the next three years. Orsted replaced its chief executive Mads Nipper last week after it took a writedown of over $1.5 billion thanks to delays on its Sunrise wind project off the coast of Long Island. The company said it was scaling back its investments in order to maintain its credit rating. “Orsted has experienced challenges, especially related to the U.S. offshore wind portfolio, which have led to further pressure on our credit metric,” the company said in a statement.

4. Carbon Mapper releases new satellite data on carbon and methane plumes

Carbon Mapper yesterday released another tranche of data from its greenhouse gas-measuring satellite, the Tanager-1, shedding light on more than 300 newly-spotted CO2 and methane plumes. The largest methane source in Carbon Mapper’s database by far remains the U.S. Permian Basin, where oil and gas operations are concentrated. The Tanager-1 satellite, launched in August 2024, has identified 707 methane plumes from 588 sources across the world. Fossil fuel production accounts for 522 of those plumes and 458 of the sources. Here is a glance at some of the methane plumes spotted in the U.S., and zooming in on part of the Permian Basin

Carbon Mapper

Carbon Mapper

5. Volkswagen teases new affordable EV model

Volkswagen gave employees a glimpse of its upcoming affordable EV model yesterday. The car is part of a new lineup that the company no doubt hopes will help it keep pace with Tesla and BYD. “We set the largest future plan in Volkswagen’s history in motion,” CEO Thomas Schäfer said. “We are pursuing an ambitious path to ensure we achieve our shared goals with full commitment. A key step in this is making e-mobility attractive for everyone – that is our brand promise.” The entry-level EV will go on sale in Europe in 2027 with a base price of €20,000, which is about $20,800. It’s not clear if the car will come to the U.S. VW recently canceled the rollout of its ID.7 in the States. VW will start showing off the car – rumored to be called the ID.ONE – to the public next month. But here’s an image released yesterday:

Volkswagen

THE KICKER

Novo Nordisk’s emissions grew by 25% last year due to increased production of its popular obesity drug, Wegovy.

Yellow

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AM Briefing

New York Quits

On microreactor milestones, the Colorado River, and ‘crazy’ Europe

Wind turbines.
Heatmap Illustration/Getty Images

Current conditions: A train of three storms is set to pummel Southern California with flooding rain and up to 9 inches mountain snow • Cyclone Gezani just killed at least four people in Mozambique after leaving close to 60 dead in Madagascar • Temperatures in the southern Indian state of Kerala are on track to eclipse 100 degrees Fahrenheit.


THE TOP FIVE

1. New York abandons its fifth offshore wind solicitation

What a difference two years makes. In April 2024, New York announced plans to open a fifth offshore wind solicitation, this time with a faster timeline and $200 million from the state to support the establishment of a turbine supply chain. Seven months later, at least four developers, including Germany’s RWE and the Danish wind giant Orsted, submitted bids. But as the Trump administration launched a war against offshore wind, developers withdrew their bids. On Friday, Albany formally canceled the auction. In a statement, the state government said the reversal was due to “federal actions disrupting the offshore wind market and instilling significant uncertainty into offshore wind project development.” That doesn’t mean offshore wind is kaput. As I wrote last week, Orsted’s projects are back on track after its most recent court victory against the White House’s stop-work orders. Equinor's Empire Wind, as Heatmap’s Jael Holzman wrote last month, is cruising to completion. If numbers developers shared with Canary Media are to be believed, the few offshore wind turbines already spinning on the East Coast actually churned out power more than half the time during the recent cold snap, reaching capacity factors typically associated with natural gas plants. That would be a big success. But that success may need the political winds to shift before it can be translated into more projects.

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Blue
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Trump’s Assault on the Clean Air Act and What Happens Next

In this special episode, Rob goes over the repeal of the “endangerment finding” for greenhouse gases with Harvard Law School’s Jody Freeman.

Donald Trump and Lee Zeldin.
Heatmap Illustration/Getty Images

President Trump has opened a new and aggressive war on the Environmental Protection Agency’s ability to limit climate pollution. Last week, the EPA formally repealed its scientific determination that greenhouse gases endanger human health and the environment.

On this week’s episode of Shift Key, we find out what happens next.

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Donald Trump and Lee Zeldin.
Heatmap Illustration/Getty Images

This transcript has been automatically generated.

Subscribe to “Shift Key” and find this episode on Apple Podcasts, Spotify, Amazon, or wherever you get your podcasts.

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