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Spinning turbines have it, but solar panels don’t.
Spain and Portugal are still recovering from Monday’s region-wide blackout. The cause remains unknown, but already a debate has broken out over whether grids like Spain’s, which has a well-above-average proportion of renewables, are more at risk of large-scale disruptions.
At the time of the blackout, Spain’s grid had little “inertia,” which renewables opponents have seized on as a reason to blame carbon-free electricity for the breakdown. If the electricity system as a whole is a dance of electrons choreographed by the laws of electromagnetism, then inertia is the system’s brute force Newtonian backup. In a fossil fuel-powered grid, inertia comes from spinning metal — think a gas turbine — and it can give the whole system a little extra boost if another generator drops off the grid.
Solar panels, however, don’t spin. Instead, they produce direct current that needs to be converted by an inverter into alternating current at the grid’s frequency.
“If a power plant goes out, that frequency starts to drop a little bit because there’s an imbalance in the power between supply and demand, and inertia provides a little bit of extra power,” Bri-Mathias Hodge, an electrical and energy engineering professor at the University of Colorado and a former chief scientist at the nearby National Renewable Energy Laboratory, explained to me. Inertia, he said, “just gives a little bit more wiggle room in the system, so that if there are big changes, you can sort of ride through them.”
Of course, blackouts happen on grids dominated by fossil fuels — the 2003 Northeast Blackout in the U.S and Canada, for example, which plunged several states and tens of millions of people into darkness. Even on renewable-heavy grids, blackouts can still come down to failures of fossil fuel systems, as with Texas’ Winter Storm Uri in 2021, when the natural gas distribution system froze up. Much of the state had no electricity for several days amidst freezing temperatures, and over 200 people died.
But Bloomberg’s Javier Blas was nevertheless fair to the Iberian blackout when he bestowed on it the sobriquet, “The first big blackout of the green electricity era.”
Spain has been especially aggressive in decarbonizing its power grid and there’s some initial evidence that the first generators to turn off were solar power. “We started to see oscillations between the Iberian Peninsula and the rest of the European power grid, and this generally means that there’s a power imbalance — somebody’s trying to export power that they can’t, or import power that they can’t because of the limits on the lines,” Hodge told me. “The reason why people have gone on to say that this is a solar issue is because where they’ve seen some of those oscillations and where they saw some of the events starting, there are a couple large solar plants in that part of southwestern Spain.”
While Spanish grid and government officials will likely take months to investigate the failure, we already know that Spain and Portugal are relatively isolated from the rest of the European grid and rely heavily on renewables, especially solar and wind. Portugal has in the past gone several days in a row generating 100% of its power from renewables; Spain, meanwhile, was boasting of its 100% renewable generation just weeks before the blackout.
Last week, Spanish solar produced over 20,000 megawatts of power, comprising more than 60% of the country’s resource mix. Spain’s seven remaining nuclear reactors — which still provide about a fifth of its electric power — are scheduled to shut down over the next decade (though officials have indicated they might be open to extending their life), while its minimal coal generation is scheduled to be retired this year.
“Spain and Portugal have been relatively early adopters of wind and solar power. The Iberian Peninsula is actually relatively weakly connected to the rest of Europe through France. And so that’s one of the tricky parts here — it’s not as well integrated just because of the geography,” Hodge said.
The disturbances on the grid started on the Spain-France interconnection, but a European power official told The New York Times that transmission issues typically don’t lead to cascading blackouts unless there’s some major disturbance in supply or demand as well, such as a power plant going offline.
Spain’s grid had issues before Monday’s blackout that can be fairly attributed to its reliance on renewables. It often has to curtail solar power production because the grid gets congested when particularly sunny parts of the country where there’s large amounts of solar generation are churning out power that can’t be transmitted to the rest of the country. Spain has also occasionally experienced negative prices for electricity, and is using European Investment Bank funds to help support the expansion of pumped-hydro storage in order to store power when prices go down.
On Monday afternoon, however, solar power dropped from around 18,000 megawatts to 8,000, Reuters reported. At the time the blackout began, the grid was overwhelmingly powered by renewables. Spanish grid operator Red Electrica said it was able to pinpoint two large-scale losses of solar power in the southwestern part of the country, according to Reuters.
That a renewables-heavy grid might struggle with maintaining reliability thanks to low inertia is no surprise. Researchers have been studying the issue for decades.
In Texas — which, like Spain, has a high level of renewable generation and is isolated from the greater continental grid — the energy market ERCOT has been monitoring inertia since 2013, when wind generation sometimes got to 30% of total generation, and in 2016 started real-time monitoring of inertia in its control room.
That real time monitoring is necessary because traditionally, grid inertia is just thought of as an inherent quality of the system, not something that has to be actively ensured and bolstered, Hodge said.
As renewables build up on grids, Hodge told me, operators should prepare by having their inverters be what’s known as “grid-forming” instead of “grid-following.”
“Right now, in the power system, almost all of the wind, solar, battery plants, all the inverter-based generation, they just look to the grid for a signal. If the grid is producing at 60 Hertz, then they want to produce 60 Hertz. If it’s producing at 59.9, then they try to match that,” Hodge said. This works when you have relatively low amounts of [renewable generation]. But when [renewables] start to become the majority of the generation, you need somebody else to provide that strong signal for everybody else to follow. And that’s sort of what grid-forming inverters do,” he said.
Grid-forming inverters could hold back some power from the grid to provide an inertia-like boost when needed. Right now, the only sizable grid outfitted with this technology, Hodge said, is the Hawaiian island of Kauai, which has a population of around 75,000. Spain, by contrast, is home to nearly 50 million.
The other key technology for grid-forming inverters to provide stability to a power system is batteries. “Batteries are actually the perfect solution for this because if you have a battery system there, you know most of the time it’s not producing or charging and totally full output or input. So the vast majority of time you’re going to have some room to sort of move on in either direction,” Hodge said.
But this requires both technology and market structures that incentivize and allow batteries to always be ready to provide that instantaneous response.
“The entire stability paradigm of the power grid was built around this idea of synchronous machines,” Hodge told me. “And we’re moving toward one that’s more based on the inverters, but we’re not there yet. We have to fix the car while we’re driving it. We can’t turn off the grid for a couple years and figure everything out.”
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Look more closely at today’s inflation figures and you’ll see it.
Inflation is slowing, but electricity bills are rising. While the below-expectations inflation figure reported by the Bureau of Labor Statistics Wednesday morning — the consumer price index rose by just 0.1% in May, and 2.4% on the year — has been eagerly claimed by the Trump administration as a victory over inflation, a looming increase in electricity costs could complicate that story.
Consumer electricity prices rose 0.9% in May, and are up 4.5% in the past year. And it’s quite likely price increases will accelerate through the summer, thanks to America’s largest electricity market, PJM Interconnection. Significant hikes are expected or are already happening in many PJM states, including Maryland,New Jersey,Delaware, Pennsylvania, and Ohio with some utilities having said they would raise rates as soon as this month.
This has led to scrambling by state governments, with New Jersey announcing hundreds of millions of dollars of relief to alleviate rate increases as high as 20%. Maryland convinced one utility to spread out the increase over a few months.
While the dysfunctions of PJM are distinct and well known — new capacity additions have not matched fossil fuel retirements, leading to skyrocketing payments for those generators that can promise to be on in time of need — the overall supply and demand dynamics of the electricity industry could lead to a broader price squeeze.
“Trump and JD Vance can get off tweets about how there’s no inflation, but I don’t think they’ll feel that way in a week or two,” Skanda Amarnath, executive director of Employ America, told me.
And while the consumer price index is made up of, well, almost everything people buy, electricity price increases can have a broad effect on prices in general. “Everyone relies on energy,” Amarnath said. “Businesses that have higher costs can’t just eat it.” That means higher electricity prices may be translated into higher costs throughout the economy, a phenomenon known as “cost-push inflation.”
Aside from the particular dynamics of any one electricity market, there’s likely to be pressure on electricity prices across the country from the increased demand for energy from computing and factories. “There’s a big supply adjustment that’s going to have to happen, the data center demand dynamic is coming to roost,” Amarnath said.
Jefferies Chief U.S. Economist Thomas Simons said as much in a note to clients Wednesday. “Increased stress on the electrical grid from AI data centers, electric vehicle charging, and obligations to fund infrastructure and greenification projects have forced utilities to increase prices,” he wrote.
Of course, there’s also great uncertainty about the future path of electricity policy — namely, what happens to the Inflation Reduction Act — and what that means for prices.
The research group Energy Innovation has modeled the House reconciliation bill’s impact on the economy and the energy industry. The report finds that the bill “would dramatically slow deployment of new electricity generating capacity at a time of rapidly growing electricity demand.” That would result in higher electricity and energy prices across the board, with increases in household energy spending of around $150 per year in 2030, and more than $260 per year in 2035, due in part to a 6% increase in electricity prices by 2035.
In the near term, there’s likely not much policymakers can do about electricity prices, and therefore utility bills going up. Renewables are almost certainly the fastest way to get new electrons on the grid, but the completion of even existing projects could be thrown into doubt by the House bill’s strict “foreign entity of concern” rules, which try to extricate the renewables industry from its relationship with China.
“We’re running into a set of cost-push dynamics. It’s a hairy problem that no one is really wrapping their heads around,” Amarnath said. “It’s not really mainstream yet. It’s going to be.”
In some relief to American consumers, if not the planet, while it may be more expensive for them to cool their homes, it will be less expensive to get out of them: Gasoline prices fell 2.5% in May, according to the BLS, and are down 12% on the year.
Six months in, federal agencies are still refusing to grant crucial permits to wind developers.
Federal agencies are still refusing to process permit applications for onshore wind energy facilities nearly six months into the Trump administration, putting billions in energy infrastructure investments at risk.
On Trump’s first day in office, he issued two executive orders threatening the wind energy industry – one halting solar and wind approvals for 60 days and another commanding agencies to “not issue new or renewed approvals, rights of way, permits, leases or loans” for all wind projects until the completion of a new governmental review of the entire industry. As we were first to report, the solar pause was lifted in March and multiple solar projects have since been approved by the Bureau of Land Management. In addition, I learned in March that at least some transmission for wind farms sited on private lands may have a shot at getting federal permits, so it was unclear if some arms of the government might let wind projects proceed.
However, I have learned that the wind industry’s worst fears are indeed coming to pass. The Fish and Wildlife Service, which is responsible for approving any activity impacting endangered birds, and the U.S. Army Corps of Engineers, tasked with greenlighting construction in federal wetlands, have simply stopped processing wind project permit applications after Trump’s orders – and the freeze appears immovable, unless something changes.
According to filings submitted to federal court Monday under penalty of perjury by Alliance for Clean Energy New York, at least three wind projects in the Empire State – Terra-Gen’s Prattsburgh Wind, Invenergy’s Canisteo Wind, and Apex’s Heritage Wind – have been unable to get the Army Corps or Fish and Wildlife Service to continue processing their permitting applications. In the filings, ACE NY states that land-based wind projects “cannot simply be put on a shelf for a few years until such time as the federal government may choose to resume permit review and issuance,” because “land leases expire, local permits and agreements expire, and as a result, the project must be terminated.”
While ACE NY’s filings discuss only these projects in New York, they describe the impacts as indicative of the national industry’s experience, and ACE NY’s executive director Marguerite Wells told me it is her understanding “that this is happening nationwide.”
“I can confirm that developers have conveyed to me that [the] Army Corps has stopped processing their applications specifically citing the wind ban,” Wells wrote in an email. “As I have understood it, the initial freeze covered both wind and solar projects, but the freeze was lifted for solar projects and not for wind projects.”
Lots of attention has been paid to Trump’s attacks on offshore wind, because those projects are sited entirely in federal waters. But while wind projects sited on private lands can hypothetically escape a federal review and keep sailing on through to operation, wind turbines are just so large in size that it’s hard to imagine that bird protection laws can’t apply to most of them. And that doesn’t account for wetlands, which seem to be now bedeviling multiple wind developers.
This means there’s an enormous economic risk in a six-month permitting pause, beyond impacts to future energy generation. The ACE NY filings state the impacts to New York alone represent more than $2 billion in capital investments, just in the land-based wind project pipeline, and there’s significant reason to believe other states are also experiencing similar risks. In a legal filing submitted by Democratic states challenging the executive order targeting wind, attorneys general listed at least three wind projects in Arizona – RWE’s Forged Ethic, AES’s West Camp, and Repsol’s Lava Run – as examples that may require approval from the federal government under the Bald and Golden Eagle Protection Act. As I’ve previously written, this is the same law that bird conservation advocates in Wyoming want Trump to use to reject wind proposals in their state, too.
The Fish and Wildlife Service and Army Corps of Engineers declined to comment after this story’s publication due to litigation on the matter. I also reached out to the developers involved in these projects to inquire about their commitments to these projects in light of the permitting pause. We’ll let you know if we hear back from them.
On power plant emissions, Fervo, and a UK nuclear plant
Current conditions: A week into Atlantic hurricane season, development in the basin looks “unfavorable through June” • Canadian wildfires have already burned more land than the annual average, at over 3.1 million hectares so far• Rescue efforts resumed Wednesday in the search for a school bus swept away by flash floods in the Eastern Cape province of South Africa.
EPA
The Environmental Protection Agency plans to announce on Wednesday the rollback of two major Biden-era power plant regulations, administration insiders told Bloomberg and Politico. The EPA will reportedly argue that the prior administration’s rules curbing carbon dioxide emissions at coal and gas plants were misplaced because the emissions “do not contribute significantly to dangerous pollution,” per The Guardian, despite research showing that the U.S. power sector has contributed 5% of all planet-warming pollution since 1990. The government will also reportedly argue that the carbon capture technology proposed by the prior administration to curb CO2 emissions at power plants is unproven and costly.
Similarly, the administration plans to soften limits on mercury emissions, which are released by burning coal, arguing that the Biden administration “improperly targeted coal-fire power plants” when it strengthened existing regulations in 2024. Per a document reviewed by The New York Times, the EPA’s proposal will “loosen emissions limits for toxic substances such as lead, nickel, and arsenic by 67%,” and for mercury at some coal power plants by as much as 70%. “Reversing these protections will take lives, drive up costs, and worsen the climate crisis,” Climate Action Campaign Director Margie Alt said in a statement. “Instead of protecting American families, [President] Trump and [EPA Administrator Lee] Zeldin are turning their backs on science and the public to side with big polluters.”
Fervo Energy announced Wednesday morning that it has secured $206 million in financing for its 400-megawatt Cape Station geothermal project in southwest Utah. The bulk of the new funding, $100 million, comes from the Breakthrough Energy Catalyst program.
Fervo’s announcement follows on the heels of the company’s Tuesday announcement that it had drilled its hottest and deepest well yet — at 15,000 feet and 500 degrees Fahrenheit — in just 16 days. As my colleague Katie Brigham reports, Fervo’s progress represents “an all too rare phenomenon: A first-of-a-kind clean energy project that has remained on track to hit its deadlines while securing the trust of institutional investors, who are often wary of betting on novel infrastructure projects.” Read her full report on the clean energy startup’s news here.
The United Kingdom said Tuesday that it will move forward with plans to construct a $19 billion nuclear power station in southwest England. Sizewell C, planned for coastal Suffolk, is expected to create 10,000 jobs and power 6 million homes, The New York Times reports. Sizewell would be only the second nuclear power plant to be built in the UK in over two decades; the country generates approximately 14% of its total electricity supply through nuclear energy. Critics, however, have pointed unfavorably to the other nuclear plant under construction in the UK, Hinkley Point C, which has experienced multiple delays and escalating costs throughout its development. “For those who have followed Sizewell’s progress over the years, there was a glaring omission in the announcement,” one columnist wrote for The Guardian. “What will consumers pay for Sizewell’s electricity? Will it still be substantially cheaper in real terms than the juice that will be generated at Hinkley Point C in Somerset?” The UK additionally announced this week that it has chosen Rolls-Royce as the “preferred bidder” to build the country’s first three small modular nuclear reactors.
The European Union on Tuesday proposed a ban on transactions with Nord Stream 1 and 2 as part of a new package of sanctions aimed at Russia, Bloomberg reports. “We want peace for Ukraine,” the president of the European Commission, Ursula von der Leyen, said at a news conference in Brussels. “Therefore, we are ramping up pressure on Russia, because strength is the only language that Russia will understand.” The package would also lower the price cap on Russian oil to $45 a barrel, down from $60 a barrel, von der Leyen said, as well as crack down on Moscow’s “shadow fleet” of vessels used to transport sanctioned products like crude oil. The EU’s 27 member states need to unanimously agree to the package for it to be adopted; their next meeting is on June 23.
The world’s oceans hit their second-highest temperature ever in May, according to the European Union’s Earth observation program Copernicus. The average sea surface temperature for the month was 20.79 degrees Celsius, just 0.14 degrees below May 2024’s record. Last year’s marine heat had been partly driven by El Niño in the Pacific, so the fact that the oceans remain warm in 2025 is alarming, Copernicus senior scientist Julien Nicolas told the Financial Times. “As sea surface temperatures rise, the ocean’s capacity to absorb carbon diminishes, potentially accelerating the build-up of greenhouse gases in the atmosphere and intensifying future climate warming,” he said. In some areas around the UK and Ireland, the sea surface temperature is as high as 4 degrees Celsius above average.
Image: Todd Cravens/Unsplash
The Pacific Island nation of Tonga is poised to become the first country to recognize whales as legal persons — including by appointing them (human) representatives in court. “The time has come to recognize whales not merely as resources but as sentient beings with inherent rights,” Tongan Princess Angelika Lātūfuipeka Tukuʻaho said in comments delivered ahead of the U.N. Ocean Conference in Nice, France.