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Electric Vehicles

America’s Nuclear Restart Gets The Green Light

On China’s Paris pact with Europe, Trump’s mineral geopolitics, and Google’s CO2 battery bet

America’s Nuclear Restart Gets The Green Light
Heatmap Illustration/Getty Images

Current conditions: The record-setting heat roasting more than 100 million Americans in the central U.S. is now headed for the densely populated Northeast • The American Samoan capital of Pago Pago faces “imminent” flash flooding on Friday amid days of rain • China just set a record for the highest number of hot days since March in its history.

THE TOP FIVE

1. U.S. regulators greenlight America’s first nuclear restart

The Palisades nuclear plant on the shore of Lake Michigan.Holtec International

Three years after the Palisades nuclear plant in Michigan became the country’s last atomic power station to permanently close, the facility is set to become the first in U.S. history to reopen after a final shutdown. On Thursday afternoon, the Nuclear Regulatory Commission issued its formal approval for the plant’s operating license, putting the single-reactor station on track to restart later this year, the plant’s owner, Holtec International, told me. With just 11 days to go before its license expired, Palisades’ previous owner opted to close down May 2022 rather than make necessary upgrades to continue operations. The Biden-era Loan Programs Office at the Department of Energy put up more than $1.5 to fund the effort. Despite freezing funding for other projects, the Trump administration shelled out the money to Holtec.

The project still faces obstacles. Holtec still needs to finalize repairs at the plant, which are subject to another NRC review. Anti-nuclear activists, meanwhile, vowed to appeal the NRC license. Still, Holtec’s President Kelly Trice said the NRC approval “represents an unprecedented milestone in U.S. nuclear energy.”

2. China and Europe pledge to go green together as U.S. abandons climate

As the U.S. seeks to dismantle its climate regulations, China and the European Union signed a pledge Thursday to work together on cutting emissions. The document, dubbed “the way forward” following the 10-year anniversary of the Paris climate accords, called the 2015 pact brokered in the French capital “the cornerstone of international climate cooperation” that “all parties” should implement “in a comprehensive, good-faith and effective manner.” The two global powers also reached a deal for the emergency export of rare earth metals from China, which dominates their global trade, to European factories facing shortages of the materials, according to The New York Times.

The diplomatic communique comes as the U.S. goes through the process to quit the Paris Agreement for the second time. In 2017, Trump waited weeks to initiate the exit, and the protocol completed around the time of the 2020 election. That allowed then-President-elect Joe Biden to signal his plans to rejoin immediately, rendering the American withdrawal a brief hiccup. This time, however, the rules allow the U.S. to leave in about a year, and Trump started the process on his first day in office.

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  • 3. Trump elevates minerals adviser National Security Council

    Just over a week after the Pentagon made a landmark investment in the United States’ only rare earths mine, President Donald Trump elevated his minerals adviser to the Nation Security Council. While the Trump administration did not confirm what Copley’s new position would entail, an industry source told E&E News the job change was a promotion for the military veteran and former mining executive, who would now serve as “both the White House mineral and supply chain czar.”

    The move comes as China has sought to leverage its grip over global supplies of minerals such as rare earth metals and graphite by tightening export restrictions. While Trump’s military investment into California rare earth producer MP Materials may mirror China’s strategy of government funding for critical materials, Beijing has another thing going for it: Strong demand from electric vehicles. Therein lies what Heatmap’s Matthew Zeitlin recently called the “paradox” of Trump’s mineral policy: He’s making it easier to mine but eliminating the demand pull of electric vehicles and wind turbines.

    4. Google bets big on a CO2 battery startup

    Google has invested in small modular reactors, nuclear fusion, and even old-fashioned hydropower to shore up a steady supply of electricity for its reactors. This morning, the tech giant announced a strategic investment into carbon dioxide batteries, as I reported earlier today over at Latitude Media. The startup Energy Dome houses its technology in white, inflatable shelters similar to what you see over the courts at professional tennis tournaments. But inside is equipment that compresses and liquefies CO2, stores it in carbon steel tanks, then turns the liquid back into pressurized gas when energy is needed. Once reheated, the carbon dioxide is pumped through turbines to generate electricity for up to 24 hours at a time.

    Headquartered in Milan, Energy Dome already had a deal for pilot plants in Wisconsin, Sardinia, and India, about eight hours west of Hyderabad. But Google said it plans to deploy the technology across the U.S., Europe, and Asia.

    5. Maine races to fast-track clean energy before tax credits expire

    Maine is speeding up approvals for nearly 1,600 gigawatt-hours of renewable energy to make sure projects can tap into federal tax credits before the Trump administration cracks down, Canary Media's Sarah Shemkus reported. State regulators gave developers a July 25 deadline to take part in the fast-tracking program. The state is seeking enough bids to meet about 13% of its annual electricity demand. The program will give preference to projects sited on property where water or soil is contaminated by toxic PFAS, the cancer-causing substances known as “forever chemicals.”

    Not all states are as welcoming of renewables. In Ohio, as Heatmap’s Jael Holzman reported yesterday, 26 out of 88 counties have “established restricted areas where wind or solar are prohibited.” The key to getting around local opposition is early community outreach and building a base of support for a project.

    THE KICKER

    Consider the lobster, but listen to the shrimp. A new study in the journal Royal Society Open Science found that listening to the high-frequency sounds snapping shrimp produce “can be used as a real indicator of coral resilience,” Xavier Raick, postdoctoral fellow in bioacoustics at the Cornell Lab of Ornithology, said in a press release. “Snapping shrimp’s abundance is a mirror of coral cover. So if you have more corals, especially very big colonies, you have more snapping shrimps, and then you can use their sound as a proxy for the reef, structure, and health.”

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    Climate

    AM Briefing: Trump’s $3 Billion Utility Bill

    On the worsening transformer shortage, China’s patent boom, and New York’s nuclear embrace

    Trump’s Fossil Fuel Plant Order Will Cost Billions
    Heatmap Illustration/Getty Images

    Current conditions: Tropical Storm Erin is still intensifying as it approaches the Caribbean • Rare August rainstorms are deluging the Pacific Northwest with a month’s worth of precipitation in 24 hours, threatening floods • Hong Kong has issued its highest-level “black” rainstorm warning multiple times this month as Tropical Storm Podul lashes southern China.

    THE TOP FIVE

    1. Trump’s order to keep fossil fuel power plants open will cost billions

    President Donald Trump’s order to keep large fossil-fueled power stations scheduled to retire between now and 2028 operating indefinitely will cost ratepayers across the United States $3.1 billion per year, according to new research from the consultancy Grid Strategies on behalf of four large environmental groups. If the Department of Energy expands the order to cover all 54 fossil fuel plants slated for closure in the next three years, the price tag for Americans whose rates fund the subsidies to keep the stations running would rise to $6 billion per year.

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    Hotspots

    Surprise! A Large Solar Farm Just Got Federal Approval

    And more on the week’s most important conflicts around renewable energy projects.

    The United States.
    Heatmap Illustration/Getty Images

    1. Lawrence County, Alabama – We now have a rare case of a large solar farm getting federal approval.

    • The Tennessee Valley Authority last week quietly published its record of decision formally approving the 200-megawatt Hillsboro Solar project. The TVA – a quasi-federal independent power agency that delivers electricity across the Southeast – completed the environmental review for the project in June, prior to the federal government’s fresh clampdown on permits for renewables, and declared the project essential to meeting future energy demand.
    • It’s honestly sort of a miracle this was even able to happen. The Trump administration has sought to strongarm the agency into making resource planning decisions in line with the president’s political whims, and has successfully browbeaten the TVA’s board into backing away from certain projects.

    2. Virginia Beach, Virginia – It’s time to follow up on the Coastal Virginia offshore wind project.

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    Q&A

    Permitting on Federal Land Has Long Been a Headache

    A conversation with Elizabeth McCarthy of the Breakthrough Institute.

    Elizabeth McCarthy.
    Heatmap Illustration/The Breakthrough Institute

    This week’s conversation is with Elizabeth McCarthy of the Breakthrough Institute. Elizabeth was one of several researchers involved in a comprehensive review of a decade of energy project litigation – between 2013 and 2022 – under the National Environment Policy Act. Notably, the review – which Breakthrough released a few weeks ago – found that a lot of energy projects get tied up in NEPA litigation. While she and her colleagues ultimately found fossil fuels are more vulnerable to this problem than renewables, the entire sector has a common enemy: difficulty of developing on federal lands because of NEPA. So I called her up this week to chat about what this research found.

    The following conversation was lightly edited for clarity.

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