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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.

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Spotlight

The Moss Landing Battery Backlash Has Spread Nationwide

New York City may very well be the epicenter of this particular fight.

Moss Landing.
Heatmap Illustration/Getty Images, Library of Congress

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.

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Hotspots

The Race to Qualify for Renewable Tax Credits Is on in Wisconsin

And more on the biggest conflicts around renewable energy projects in Kentucky, Ohio, and Maryland.

The United States.
Heatmap Illustration/Getty Images

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.

  • Xcel’s Ten Mile Creek solar project doesn’t appear to have begun construction yet, and like many facilities it must begin that process by about this time next year or it will lose out on the renewable energy tax credits cut short by the new law. Ten Mile Creek has essentially become a proxy for the larger fight to build before time runs out to get these credits.
  • Xcel told county regulators last month that it hoped to file an application to the Wisconsin Public Services Commission by the end of this year. But critics of the project are now telling their allies they anticipate action sooner in order to make the new deadline for the tax credit — and are campaigning for the county to intervene if that occurs.
  • “Be on the lookout for Xcel to accelerate the PSC submittal,” Ryan Sherley, a member of the St. Croix Board of Supervisors, wrote on Facebook. “St. Croix County needs to legally intervene in the process to ensure the PSC properly hears the citizens and does not rush this along in order to obtain 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.

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Q&A

All the Renewables Restrictions Fit to Print

Talking local development moratoria with Heatmap’s own Charlie Clynes.

The Q&A subject.
Heatmap Illustration

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.

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