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On California solar, climate tech’s master plan, and Climeworks’ ‘milestone’ deal

Current conditions: Tropical Storm Gabrielle is intensifying as it travels northwestward through the Atlantic, and may strengthen into a hurricane near Bermuda over the weekend • A trio of tropical storms — Mitag, Ragasa, and Neoguri — is barreling toward East Asia, threatening to build into typhoons as they approach China, the Philippines, South Korea, and Japan • A magnitude 7.8 earthquake struck off Russia’s Pacific coast, triggering a tsunami advisory.
All but one member of New York’s Public Service Commission voted Thursday to endorse a plan from the gas utility National Grid that depends on construction of a controversial natural gas pipeline, the Albany Times-Union reported. The state has yet to approve the pipeline plan. In 2019, then-Governor Andrew Cuomo rejected the Northeast Supply Enhancement project, better known as the Williams Pipeline, on the grounds that it threatened too much environmental damage. Soon after, Cuomo shuttered the nuclear power plant that once supplied a significant portion of New York City’s energy, and the offshore wind projects meant to generate much of its carbon-free electricity stalled out. The only major power project to bring clean electricity into the city, the transmission line designed to connect the five boroughs to the hydroelectric system in Quebec, is underway, but at peak capacity will only supply about half of what the Indian Point nuclear station once produced. As a result, the New York City region on the state’s grid system depends on gas and oil for nearly 90% of its electricity.
The decision drew swift blowback from climate groups such as the Natural Resources Defense Council, which called the pipeline a “climate and affordability boondoggle.” The utility’s “own demand forecasts confirm there is no imminent reliability need — capacity is more than sufficient to meet peak demand well into the 2040s, even under unusually cold temperatures,” Chris Casey, the New York utility regulatory director at NRDC, said in a statement. “The Commission’s decision to signal its support for this fracked gas pipeline very likely contradicts state law, is not in the public interest, and will be vigorously challenged.”
Representative Scott Peters, the Democrat who represents part of San Diego, accused the Department of the Interior’s Bureau of Land Management of halting permitting on solar projects in California. At a press conference Thursday to promote a bipartisan proposal he drafted along with the Colorado Republican Representative Gabe Evans to ease federal energy permitting, Peters said he had just been told that the agency would not approve any more panels. “It’s hard to get a deal unless we resolve that,” Peters said, according to a post on X from Politico reporter Joshua Siegel.
The proposal is a framework for a bill, essentially a blueprint of what members of the House Problem Solvers Caucus feel constitute reasonable compromises. For Republicans, the agreement offers fewer bureaucratic roadblocks to all kinds of new infrastructure, including gas pipelines. For Democrats, it charts a path for building more of the transmission lines that are key to adding more renewables to the grid. “It’s a big step to have our caucus, which is a pretty significant number of Republicans and Democrats, sign on to a pretty detailed set of policy principles,” Peters said. But as Heatmap’s Matthew Zeitlin wrote last month, “unless Democrats trust the Trump administration to actually allow renewables projects to go forward, his proposal could be dead on arrival.”
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On Thursday, a new coalition that includes Bill Gates’ Breakthrough Energy, consulting giant McKinsey, and Stanford University’s Doerr School of Sustainability launched the Climate Tech Atlas. The proposal maps out ways to decarbonize different sectors of the economy, and lists priorities for innovation. The idea is not to eliminate potential solutions, Heatmap’s Katie Brigham reported in her scoop about the project, but rather “to enable the next generation of innovators, entrepreneurs, researchers, policymakers, and investors to really focus on where we felt there was the largest opportunity for exploration and for innovation to impact our path to net zero through the lens of technology,” according to Cooper Rinzler, a key collaborator on the initiative and a partner at the venture capital firm Breakthrough Energy Ventures.
Microsoft has announced “the world’s most powerful AI data center” in southeastern Wisconsin. The project, called Fairwater, “is a seamless cluster of hundreds of thousands of NVIDIA GB200s, connected by enough fiber to circle the Earth 4.5 times,” CEO Satya Nadella wrote in a post on X. “It will deliver 10x the performance of the world’s fastest supercomputer today, enabling AI training and inference workloads at a level never before seen.” He said Microsoft would match “all of the energy that is consumed with renewable sources.”
That power generation could prove more popular than the data center itself. Just 44% of American voters would support or strongly support a data center being built near them, while 42% would oppose or strongly oppose it, according to a Heatmap Pro poll Matthew covered last week. That mere 2% of net support compares to net support of 34% for a gas plant, 19% for a wind farm, 34% for a solar project, and 11% for batteries.
The carbon removal startup Climeworks just signed its largest-ever deal. By 2039, the Switzerland-based company, one of the biggest direct air capture developers in the world, agreed to suck 31,000 tons of CO2 from the atmosphere on behalf of Schneider Electric, the French industrial giant. Schneider said it remains committed to slashing the direct emissions from its operations by 90% in the next 25 years, and that this deal addresses “future neutralization needs while pursuing aggressive emissions reductions, and supporting the scale-up of an industry crucial for achieving net zero.” In a statement, Schneider’s sustainability chief Esther Finidori said that “both carbon removal and carbon reduction are fundamental to achieving our climate goals, as well as those of the planet.” For Climeworks, the deal is a “milestone,” said CEO Christoph Gebald.
The speed of climate change may be throwing the insect world out of whack. But a new study has put offshore oil rigs in the North Sea to work identifying the vital role a migratory insect plays. University of Exeter researchers studied 121 marmalade hoverflies that landed on an oil rig in the Britannia oil field. The rig off the coast of Scotland was far from any vegetation or land, so the pollen found on 92% of hoverflies “shows they can transport pollen over great distances, potentially linking plant populations that are hundreds of kilometers apart,” according to a press release. “By analysing the pollen samples and wind patterns, we estimate that many of the hoverflies had flown from places including the Netherlands, northern Germany and Denmark — over 500 kilometers away,” Toby Doyle, Exeter’s Centre for Ecology and Conservation in Cornwall, said in a statement.
Editor’s note: This story has been updated to reflect the company behind the Fairwater project.
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A small but growing share of counties are targeting data centers, solar farms, and battery storage systems at the same time.
I’ve got an update for you on the data center backlash — and what it could mean for the governor’s race in Wisconsin, one of the country’s most important state-level battles in the upcoming midterms.
Last week, I wrote about how the Republican congressman and Wisconsin gubernatorial candidate Tom Tiffany was trying to turn the data center issue into a kind of trojan horse for slowing down renewables. Tiffany claimed to be anti-data-center, but he was really looking to apply new and stricter rules to clean energy development, as well.
Over the weekend, Tiffany said the quiet part loud. “David Crowley wants to cover our farmland with industrial-scale wind, solar, and data centers,” he posted on X. (He also started calling his opponent “Data Center David Crowley.”) Tiffany vowed to “protect Wisconsin farmland,” picking up on the idea — already used by the Trump administration to stymie solar development — that renewables threaten the integrity of agricultural land.
Now Crowley isn’t nearly as pro-data-center as Tiffany claims, although he has said the computing facilities should run on 100% clean energy. Yet Tiffany's accusation made me curious: How many local governments now see data centers and renewables as a package deal — and a farmland-threatening incursion that should be blocked? Back in March, my colleague Jael Holzman has covered how data centers are turning Americans against renewables. Are we seeing that on the ground?
Our market intelligence service Heatmap Pro tracks local laws affecting clean energy, batteries, and data centers. I asked the Pro team to look at how many local governments have now banned all three types of infrastructure — communities with what you might call a “none of the above” policy.
There’s mostly good news in the results for renewables advocates. The number of towns and counties that have blocked data centers, solar, and batteries remains small. As of late last week, 21 counties across the country have an active restriction or moratorium on solar, batteries, and data centers combined.
Another 10 counties have banned either data centers and solar, or data centers and batteries, but not all three. Six cities or municipalities have placed combined restrictions on the technologies nationwide.
The bad news: The number is growing fast. Most of these “none-of-the-above” restrictions were passed in 2026, and the overwhelming majority are in the rural Midwest and Great Plains. Kansas, Iowa, and Indiana account for most of the moratoriums or restrictive laws.
Not all of the restrictions are new. Although most of these multi-technology restrictions get passed at the same time, a handful of counties blocked solar and batteries first, then tacked on data centers later. Dickinson County, Kansas, for instance, has long blocked solar and batteries. But this spring, as the data center boom came along, the county’s leaders extended that moratorium to apply to data centers and all forms of energy development — including natural gas.
Overall, the scale of the trend remains small. Less than 10% of data center restrictions nationwide also target clean energy. That’s good news for renewable developers because the number of data center ordinances is surging. More than 530 data center restrictions are now on the books nationwide, and most restrictions have come in the past 12 months.
And what about the Wisconsin election? As of right now, only one county in America’s Dairyland has restricted data centers and batteries together. None have restricted solar, wind, and batteries. But Tiffany does seem to be tapping into a much larger zeitgeist. When you look at the stated reasons why communities nationwide are adopting these policies, farmland protection ranks high on the list. When it comes to permitting politics, in other words, farmland looks like the next frontier.
There are lots of reasons why that might seem like a good idea, but I urge you to learn from my mistakes.
All I wanted was to drive an electric car to the solar eclipse. But after the third consecutive charging port RFID reader wouldn’t accept my credit card and finding that the employees inside the attached Spanish hotel restaurant mostly didn’t speak English, I began to feel as though, just maybe, this hadn’t been my best idea.
Opting for an EV as a rental car can be an attractive proposition. For a longtime electric driver like me, it’s the opportunity to avoid car emissions even when on holiday, and to try out the experience in another country. For others, it could be a way to save money while on vacation in countries with even more expensive gasoline than America’s, or perhaps to try out electric driving before taking the plunge on buying an EV back home.
My advice, though? Don’t — at least not yet. The reason is that road-tripping on vacation is not only different from the driving you do back home, it’s also the worst kind for using an EV, especially for a newbie. The experience might lead you to believe, incorrectly, that the EV experience is just like this.
I admit, I had high hopes. Europe as a whole is far ahead of the United States in EV adoption, and its denser built environment means fewer long, open expanses between the kinds of cities that would have charging stations. Spain isn’t nearly as far along with EVs as the Scandinavian or the low countries, where electric cars are already a majority of cars on the road, or nearly there. But it is ahead of the U.S. So I figured driving around the country to see the total solar eclipse in a Peugeot E-5008 electric SUV would be a manageable task.
The first problem is time. Here in California, I’ve come to terms with the fact that driving long distances in an EV adds minutes. There’s simply no way to replicate the five-minute pump-and-go gas station stop, but when it comes to dealing with the slog of freeway travel from L.A. to the Bay Area, for example, I’ve come to enjoy taking a longer charging stop to breathe as opposed to making the best possible time on a car trip. On vacation, though, there’s no time to lose.
And it’s not just charging itself that takes time. Unless you rent a Tesla and enjoy the seamless experience of its Superchargers, you’re stuck with the same annoyances that have vexed so many EV early adopters in the U.S.: busted chargers, hit-or-miss credit card readers, and juggling a variety of phone apps to interact with all the various brands of charging stations one might encounter. It’s also, frankly, just mentally taxing to think about all this in a new country and a new car, the very opposite of what most people seek on holiday.
Driving abroad intensifies these grievances. In just five days of driving around Spain, I racked up five new phone apps dedicated to charging the car on different networks. (Electromaps! Movilidad! PowerGo! EnelEnergy! Zunder!). Sometimes this was out of desperation: I parked, plugged, and scanned multiple credit cards that the machine would not accept, finding pay-by-phone to be the only way to activate the machine. Of course, signing up for a new app is a 10-minute process that involves typing in endless fields of personal information just to add a few kilowatt-hours to one’s car battery. Not great when you’re already running behind, and doubly problematic if you had no or little cell service abroad and couldn’t download the necessary app at that moment. (Death to walled-off apps.)
Those chargers that did work typically ran far below their stated capacity, in the range of 70 kilowatts to 90 kilowatts of charging speed as opposed to the 180 kilowatts or 350 kilowatts they were rated to deliver. And when plugs are scarce, you have to take what you can get in terms of speed and amenities. I was overjoyed to find one that worked without much hassle in Basque Country — even though I had to ask one of the gas station employees to move her Volkswagen Passat that was ICEing a charger, and encountered an industrial stench from nearby petroleum production so strong I nearly vomited when I got out of the car.
The EV culture can be different, too. I’d hoped to charge at the plugs located in the parking garage of my hotel in Bilbao, Spain, but arrived home too late after eclipse traveling and found the lot full and locked. The nearby underground structure had plenty of charging spaces, but those were bring-your-own-cable chargers — something common in Europe that’s only now coming to the United States.
Despite the difficulties, the trip went off. We saw the spiritual experience of the eclipse through the cloudless skies of Burgos; we traveled around northern Spain without once having to buy gasoline at European prices. And while an inconvenient experience like this might be enough to dissuade someone from ever taking a chance on EVs again, it shouldn’t.
There’s a dichotomy in the electric car experience I’ve talked about ad nauseum. As detractors say, taking long road trips can be kind of annoying, and those annoyances run deeper in unfamiliar territory. But most of us don’t drive like we’re on vacation most of the time. We do our driving close to home, where electric cars are a better and more convenient experience if you can do much of your charging at home or work. Public charging still takes time. But in your own city and state, you already know the nearby ones you like and have all the necessary apps downloaded and filled out.
A more seamless time is coming, when charging stations are abundant everywhere and a simple, idiot-proof interface for plugging in is the standard. Until then, you’ll probably have a more relaxing vacation burning fossil fuels. Just don’t let that stop you from buying an EV.
Current conditions: Tropical Storm Moke sideswiped Hawaii yesterday just weeks after a weakened Hurricane Lala became the first major storm to hit the Big Island in decades • On the western fringe of the United States’ Pacific borders, Typhoon Saudel struck Guam and the Northern Mariana Islands over the weekend, bringing heavy rain and flooding • Temperatures in Khorramshahr, on Iran’s border with Iraq, are topping 118 degrees Fahrenheit, rendering the southwestern port city the hottest place on Earth.
With water levels in reservoirs across the American West at record lows, the Trump administration has directed Arizona, California, and Nevada to cut back on how much water they use from the Colorado River over the next two years. On Friday, the Department of the Interior imposed the reductions via a series of documents detailing a two-year and a 10-year plan to salvage the supplies from the drought-stricken river fed by snowmelt from Colorado’s stretch of the Rocky Mountains. As climate change has shifted snow patterns, levels on the river have dropped. Yet the seven states that depend on the water — the aforementioned three in the Lower Basin, and Colorado, New Mexico, Utah, and Wyoming in the Upper Basin — could not come to agreement among themselves on how to divvy up the dwindling supply. Instead, the Interior Department came up with a proposal that forced the Lower Basin states to pare back first. As you may recall, Arizona’s Democratic governor called the cuts “draconian” when the administration released its proposal in early August. The plan, which imposes short-term cuts while leaving a larger split for later, sets the stage for what E&E News predicted would be “a behemoth legal fight.”
When the Department of Energy announced a review last year of droves of grants the Biden administration had given for clean industrial projects, the nation’s leading green steel project appeared on the chopping block. Cleveland-Cliffs, the steel giant based in Vice President JD Vance’s hometown in Ohio, said it was renegotiating the $500 million grant that was supposed to fund construction of a modern, integrated mill that could increase U.S. steel production and allow the country to compete with China in selling lower-carbon material to Europe. More than a year later, the deal has finally been renegotiated. As expected, the money will now go instead toward upgrading a coal-fired blast furnace at the Middletown Works plant, Canary Media reported on Friday. Never mind the fact that Congress promulgated the money specifically for lower-carbon steel, making the shift “possibly illegal,” as my colleague Emily Pontecorvo reported last year.
Congestion costs on PJM Interconnection skyrocketed 43% to $6 billion during the first half of this year, up from $2.1 billion during the same period of 2025. That’s according to the grid’s independent watchdog, which last week warned that bottlenecks on high-voltage transmission lines during high-stress events such as storms or heat waves were now what Reuters put bluntly as “the single biggest driver of the increase in soaring wholesale electricity costs.” Across the U.S., July’s electricity bills were, in the frank words of Heatmap’s Matthew Zeitlin, “higher than ever.”
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Last week, the uranium miner Ur-Energy sent the first shipment from its mine in Wyoming, World Nuclear News reported Friday. That same day, the American subsidiary of the European uranium giant Urenco broke ground on its latest facility in the U.S., NucNet reported. Downstream, meanwhile, Standard Nuclear — a fuel manufacturer specializing in extra-expensive but extra-safe ceramic-coated fuel pellets called TRISO, which I have written about previously— just cut another deal with a major vendor.
I have a confession. Nearly a decade ago, I sat at my sister’s kitchen counter in Massachusetts after she gave birth to my niece, trying to write about the latest technology to come out from Tesla. Not yet burdened by its billionaire chief executive’s political baggage, the company was largely seen at the time as subverting preconceptions about the popularity of electric vehicles. Tesla’s erstwhile absorption of Musk’s former solar manufacturer, Solar City, only cemented the company’s status as an industry leader in producing and deploying panels domestically. The conventional wisdom, at least among some industry analysts at the time, was that any bet against Tesla was an ill-advised gamble against the lucky Mr. Musk. So, I wrote about it as a breakthrough. But the solar-generating roof tiles the company unveiled that fall when I was in New England turned out to be little more than a passing fantasy. Now Electrek has reported that the company plans to discontinue the product.

Say what you will about Spain’s solar records or America’s gas surge, nothing quite matches the enormous surge of power that is a new hydroelectric station. This week, Tanzania christened its largest-ever hydroelectric station, the Julius Nyerere Hydropower Dam, named for the country’s revolutionary first prime minister after independence. Mwananchi, the country’s largest newspaper, said the plant’s launch “opened a new chapter in Tanzania’s energy sector.”