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Climate

The LNG Lawsuit Everyone Saw Coming

On Biden’s big legal challenge, the Ukraine war, and sea levels

Briefing image.
The WMO Just Issued a Climate ‘Red Alert’
Heatmap Illustration/Getty Images

Current conditions: The air quality in Birmingham, Alabama, is “moderate” due to smoke from planned fires • Tourists in drought-stricken Barcelona are being asked to conserve water • It’s 103 degrees Fahrenheit in South Sudan. Tomorrow will be even hotter.

THE TOP FIVE

1. 16 states sue Biden administration over LNG pause

Sixteen Republican-led states are suing the Biden administration over its pause on approvals for new liquified natural gas export terminals. The White House announced the pause in January, saying it wanted the Energy Department to first study the effect LNG projects have on the climate. The lawsuit claims this move was illegal and that there should have been a regulatory process giving key stakeholders a voice in the final decision. The U.S. is the biggest exporter of LNG in the world. Gas is “cleaner” to burn than coal, but the emissions footprint of transporting LNG is potentially massive, which is why climate activists celebrated the pause. But the decision was slammed by the fossil fuel industry and some advocates who say gas is “crucial for discouraging coal use in developing nations,” Bloomberg explained, adding: “The White House’s move struck at the heart of the debate over the future of energy.”

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  • 2. White House tells Ukraine to stop targeting Russian oil refineries

    Washington has told Ukraine to stop targeting Russia’s energy infrastructure because its attacks could cause global oil prices to rise and push the Kremlin to retaliate, the Financial Times reported. A military intelligence official told the paper that there have been at least 12 attacks on Russian oil refineries since 2022, nine of which occurred this year. There have also been attacks on terminals and storage infrastructure. “Russia remains one of the world’s most important energy exporters despite western sanctions on its oil and gas sector,” the FT said. Gas prices have risen almost 15% already this year, putting pressure on President Biden leading into the November election.

    3. NASA: Sea levels saw ‘relatively large jump’ last year

    The global average sea level rose by about 0.3 inches between 2022 and 2023, according to NASA. This is a “relatively large jump,” the agency said, driven by climate change and El Niño. Since 1993, the global average sea level has risen by 4 inches and the rate of rise is accelerating. In 1993, sea levels rose by about .07 inches per year.

    NASA

    “Current rates of acceleration mean that we are on track to add another 20 centimeters [nearly 8 inches] of global mean sea level by 2050, doubling the amount of change in the next three decades compared to the previous 100 years and increasing the frequency and impacts of floods across the world,” said Nadya Vinogradova Shiffer, director for the NASA sea level change team and the ocean physics program in Washington.

    4. Countries pledge to double down on nuclear energy expansion

    A group of 35 countries have pledged to “work to fully unlock the potential of nuclear energy” in the quest for energy security and emissions reductions. The relatively vague commitment, cosigned by the U.S., China, Britain, and Saudi Arabia, emerged from the first-ever Nuclear Energy Summit in Brussels yesterday. It says countries will help extend the lives of existing nuclear reactors, construct new ones, and support deployment of advanced reactors. “Generating electricity using nuclear fission remains a divisive issue that cuts across partisan lines,” wrote Nicole Pollack at Heatmap. Some environmental groups see the risk of nuclear disasters as too high, while others see it as a reliable low-carbon energy resource that’s available to us right now. “Without the support of nuclear power, we have no chance to reach our climate targets on time,” said International Energy Agency chief Fatih Birol.

    5. Biden administration to award $6.3 billion for projects to decarbonize heavy industries

    In the coming days, the Biden administration is expected to announce which projects will receive a cut of some $6.3 billion in funding to help decarbonize the U.S. industrial sector, Bloomberg reported. Heavy industry contributes nearly one third of the nation’s primary energy-related carbon dioxide, according to the Department of Energy, so slashing emissions here without hurting the economy is a priority. The Industrial Demonstrations Program aims to kickstart the process by focusing on the big emitters, like iron, steel, cement and concrete, chemicals, food and drink, aluminum, and paper products. “We hear every day about industrial companies that are interested in decarbonizing their plants, but the initial costs can be daunting,” Nora Esram, a senior director for research with the American Council for an Energy-Efficient Economy nonprofit, told Bloomberg. “The federal funds are geared to enable them to invest in new technologies to cut emissions while supporting community development.” The announcement could come as soon as Monday.

    THE KICKER

    New York’s JFK airport is getting a large EV charging station that will be open to the public 24/7.

    Yellow

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    Politics

    Scoop: Trump Administration Refuses to Allow Safety Fixes at Vineyard Wind

    The offshore wind developer was in the process of completing necessary repairs when the administration issued its stop work order, according to court filings.

    Trump grabbing a turbine blade.
    Heatmap Illustration/Getty Images

    In the Atlantic ocean south of Massachusetts, 10 wind turbine towers, each 500 feet tall, stand stripped of their rotary blades. Stuck in this bald state due to the Trump administration’s halt on offshore wind construction, the towers are susceptible to lightning strikes and water damage. This makes them a potential threat to public safety, according to previously unreported court filings from the project developer, Vineyard Wind.

    The company filed for an injunction against Trump’s stop work order last week. The order posed a unique threat to Vineyard Wind, as the project is 95% complete and its contract with a key construction boat is set to expire on March 31, the filing said. “If construction is not completed by that date, the partially completed wind turbines will be left in an unsafe condition and Vineyard Wind will incur a series of financial consequences that it likely could not survive,” the company wrote.

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    Blue
    Climate Tech

    Zanskar Raises $115 Million to Propel Geothermal Discoveries

    One of the buzziest climate tech companies in our Insiders Survey is pushing past the “missing middle.”

    A Zanskar facility.
    Heatmap Illustration/Zanskar, Getty Images

    One of the buzziest climate tech companies of the past year is proving that a mature, hitherto moribund technology — conventional geothermal — still has untapped potential. After a breakthrough year of major discoveries, Zanskar has raised a $115 million Series C round to propel what’s set to be an investment-heavy 2026, as the startup plans to break ground on multiple geothermal power plants in the Western U.S.

    “With this funding, we have a six power plant execution plan ahead of us in the next three, four years,” Diego D’Sola, Zanskar’s head of finance, told me. This, he estimates, will generate over $100 million of revenue by the end of the decade, and “unlock a multi-gigawatt pipeline behind that.”

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    Green
    AM Briefing

    Of Mines and Men

    On New Jersey’s rate freeze, ‘global water bankruptcy,’ and Japan’s nuclear restarts

    Lithium mining.
    Heatmap Illustration/Getty Images

    Current conditions: A major winter storm stretching across a dozen states, from Texas to Delaware, and could hit by midweek • The edge of the Sahara Desert in North Africa is experiencing sandstorms kicked up by colder air heading southward • The Philippines is bracing for a tropical cyclone heading toward northern Luzon.

    THE TOP FIVE

    1. New Jersey’s new governor freezes electricity prices during inauguration speech

    Mikie Sherrill wasted no time in fulfilling the key pledge that animated her campaign for governor of New Jersey. At her inauguration Tuesday, the Democrat signed a series of executive orders aimed at constraining electricity bills and expanding energy production in the state. One order authorized state utility regulators to freeze rate hikes. Another directed the New Jersey Board of Public Utilities “to open solicitations for new solar and storage power generation, to modernize gas and nuclear generation so we can lower utility costs over the long term.” Now, as Heatmap’s Matthew Zeitlin put it, “all that’s left is the follow-through,” which could prove “trickier than it sounds” due to “strict deadlines to claim tax credits for renewable energy development looming.”

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    Yellow