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On drinking water, a ‘rogue’ discovery, and Northwest data centers

Current conditions: Today marks the start of the Eastern Pacific Hurricane Season, and meteorologists are monitoring two potential areas of tropical development • Millions in the Great Plains and Eastern U.S. face risks of thunderstorms, large hail, and tornadoes • Steady rain continues Thursday in the eastern Democratic Republic of Congo, where at least 100 people have died in flash floods.
1. Trump administration backtracks on promise to protect drinking water from forever chemicals
The Environmental Protection Agency announced Wednesday that it plans to rescind four Biden-era limitations on pollutants in drinking water. Per- and Polyfluoroalkyl Substances, also called PFAS or “forever chemicals,” are linked to many serious health issues, including certain cancers; as I’ve covered, they are common in products advertised as stain-proof, nonstick, and water repellent. The EPA’s decision follows Administrator Lee Zeldin’s claim less than two weeks ago that “I have long been concerned about PFAS” and “we are tackling PFAS from all of EPA’s program offices,” E&E News reports.
In the Wednesday announcement, Zeldin backpedaled from his initial call for action, claiming the agency is looking into “common-sense flexibility in the form of additional time for compliance.” He also pushed back on claims that the agency is weakening PFAS standards, per The Washington Post, saying the EPA is looking into revising the limits and that “the number might end up going lower, not higher.” Water utilities, which have balked against the high cost and difficulty of filtering PFAS out of an estimated 158 million Americans’ drinking water, praised the EPA’s delay as “the right thing.”
2. Security experts discovered ‘unexplained’ pieces of communication equipment in Chinese-made solar power inverters
U.S. energy officials have discovered “unexplained communication equipment” in some Chinese-made solar inverters, Reuters reports. Inverters help connect solar panel systems to the electric grid and allow utilities to conduct remote updates and maintenance; because China makes most inverters, power companies typically use firewalls to prevent foreign communication with the devices.
Security experts reportedly found the rogue devices during inspections. Though the sources who spoke with Reuters did not share the manufacturers of the inverters, similar communication devices were reportedly also found in some batteries from “multiple Chinese suppliers” over the past nine months. A spokesperson at the Chinese embassy in Washington pushed back on Reuters’ report, saying, “We oppose the generalization of the concept of national security, distorting and smearing China's infrastructure achievements.”
3. Northwest data centers could ‘cannibalize’ clean power in states with lower environmental protections: report

The Northwest has one of the country’s highest concentrations of data centers due to the region’s tax breaks — including low or no property taxes for many in Oregon and sales and use exemptions on equipment purchases and installations in Washington — as well as its below-average renewable power prices. But utilities “working across state lines could shift renewable resources to serve Northwest data centers, making up the difference by burning more coal and gas in places that lack strong environmental protections,” Emily Moore, the director of climate and energy at the sustainability think tank Sightline, writes in a new report.
One such example is what’s being done by Avista, an electricity service in eastern Washington and western Idaho. To meet the needs of a new 200 megawatt data center in Washington, as well as to comply with the state’s Clean Energy Transformation Act, “the company indicated it would add 95 megawatts of gas capacity in Idaho and then shift wind resources that would have served Idaho customers to Washington,” Moore writes. In essence, Washington is “cannibalizing” clean power currently serving Idahoans, and Avista is polluting “more in Idaho to make up the difference.” The report goes on to propose policy paths for Northwest leaders, including accelerating the buildout of the region’s congested electric transmission system, since “a right-sized modern grid could let data centers tap wind from Montana or sun from California instead of encouraging them to locate in states with no commitment to clean power.” You can read Sightline’s full report here.
4. BP chief economist warns China is winning the ‘new energy’ race
Michael Cohen, BP’s chief U.S. economist and head of oil and refining, warned this week that China is winning the “new energy” race with its clean technology supply chains and electric vehicles, Fortune reports. At the Enverus Evolve oil and gas conference in Houston, Cohen said the U.S. is at risk of failing “Econ 101” if it slow-walks on renewables due to resistance from the Trump administration, supply chain issues, and interest rates. He projected that global oil demand will peak in the next decade, with renewables rising from 15% to 30% of the global energy market between now and 2050.
A new report by Carbon Brief appears to back up Cohen’s analysis. The report says that renewable energy sources in China produced enough electricity in the first quarter of the year to “cut coal-power output even as demand surged,” with CO2 emissions down 1.6% year-on-year despite power demand growth. Carbon Brief adds that, if sustained, the findings would “herald a peak and sustained decline in China’s power-sector emissions.”
5. Trump family Bitcoin business adds personal stakes to energy policy
The Trump family is poised to have a fresh personal stake in U.S. electricity and energy policy as Eric Trump and Donald Trump, Jr. plan to take their Bitcoin mining firm public, E&E News reports. According to the announcement earlier this week, American Bitcoin — co-founded by Eric Trump — will merge with Gryphon Digital Mining Inc., which is already publicly traded.
Initially a subsidiary of Hut 8, an energy infrastructure partner with more than 1,000 megawatts of energy capacity, American Bitcoin boasted that with the merger, it will achieve “mining leadership” by leveraging Hut 8’s “energy advantage, rapid execution, and proven team.” Cryptocurrency mining is highly energy-intensive, accounting for an estimated 2.3% of the nation’s electricity use last year, and President Trump’s aspirations to have it “mined, minted, and made in the USA” are part of what his administration has used to justify its energy emergency. With American Bitcoin, the Trump family is also “delving deeper into the energy space where federal policies under Trump intersect directly with access to electricity and fuels,” E&E News writes, noting that Eric Trump stated at the launch of the company last April that “We’ve got the best energy policy in this country. That policy is only getting better.”

Nigerian author Abi Daré has won the inaugural Climate Fiction Prize for her novel And So I Roar. The book “follows fourteen-year-old Adunni from her life in Lagos, where she is excited to finally enroll in school, to her home village where she is summoned to face charges for events that are in fact caused by climate change.”
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The 50-year-old law narrowly avoided evisceration on the House floor Wednesday, but more threats lie in wait.
Americans may not agree on much, but it seems fair to say that most are pretty happy that the bald eagle isn’t extinct. When the Senate passed the Endangered Species Act on a 92-0 vote in 1973, bald eagles were among the first on the protected list, their population having cratered to fewer than 450 nesting pairs by the early 1960s. Now delisted, bald eagles easily outnumber the population of St. Louis, Missouri, in 2026, at more than 300,000 individuals.
The Endangered Species Act remains enduringly popular more than 50 years later due to such success stories, with researchers finding in a 2018 survey that support for the legislation has “remained stable over the past two decades,” with only about one in 10 Americans opposing it. Even so, the law has long been controversial among industry groups because of the restrictions it imposes on development. In 2011, when Republicans took control of the House of Representatives, Congress introduced 30 bills to alter the ESA, then averaged around 40 per year through 2016.
“A lot of environmental laws have not been brought into the 21st century or modernized effectively,” Gabriella Hoffman, the director of the Center for Energy and Conservation at Independent Women’s Forum, a conservative think tank that supports overhauling the legislation, told me. “It might sound counterintuitive, but a lot of us who are critical of the current iteration of the ESA want it to work.”
Other critics have argued that environmentalists and NIMBYs have weaponized the ESA to block infrastructure projects, including, in some cases, clean energy development, as we’ve covered extensively in The Fight. Kristen Boyles, the managing attorney of Earthjustice’s Northwest office, suggested, however, that pitting the ESA and wildlife protections against clean energy creates a false dichotomy. “I think there are very few examples of a species and a clean energy project collision that can’t be worked around,” she told me. “Most of the time, [the Endangered Species Act] is making sure that we have a process that respects both the web of life and the clean energy that we all want.”
This month, Republicans’ multi-pronged efforts to weaken the ESA are reaching a crescendo. In 2019, the Trump administration managed to push through the first major changes to the ESA in decades by finalizing rules that softened the protections for “threatened” species, expedited delisting plants and animals, and allowed new economic considerations such as lost revenue to be weighed alongside the benefits of protected status. Though President Biden walked back some of those changes when he took office, others remained in place until late last month, when a judge struck them down as in violation of both the Endangered Species Act and the National Environmental Policy Act.
Now, however, the assaults are back. The House has been readying legislation that would have bypassed the regulatory pathway, codifying or expanding upon many of the changes made under Trump 1. The bill, H.R. 1897, was pulled from floor consideration at the last minute on Wednesday, apparently due to a lack of support.
“It just fell from its own weight,” Mary Beth Beetham, the director of legislative affairs at Defenders of Wildlife, told me afterward. “There is no way to fix this bill” — though in theory it could return to the schedule down the line.
However the Trump administration also submitted final rules with overlapping goals to the Office of Information and Regulatory Affairs earlier this month, which Boyles expects to see finalized any day now. The two-pronged approach gives Republicans multiple ways forward in their goals of overhauling the ESA by making it more deferential to industry — and less nimble in extending protections to species that may face accelerated threats like climate change.
Here’s a closer look at what’s happening.
Though not as durable as changes to the law itself, the regulatory route for amending the ESA is a quicker and faster-acting process. If legislation ever passes the House, it may still go nowhere in the Senate — or the upper chamber may choose to write its own version, which must then be reconciled. Rules can be challenged, but they also take effect immediately and remain in place until a lawsuit proves successful.
“It’s within the power of the executive branch,” Boyles explained. The Trump administration “can’t change the law because you’ve got to get Congress to do that, and it’s hard to get things passed through Congress” — as evidenced by Wednesday’s events on the House floor.
Though there are several pending final rules pertaining to the ESA under review by the Office of Information and Regulatory Affairs tweaking critical habitat rules for animals such as the Canadian Lynx and various species of freshwater mussels, three in particular had environmentalists worried: “Rescinding the Definition of ‘Harm’ under the Endangered Species Act,” “Regulations Pertaining to Endangered and Threatened Wildlife and Plants,” and “Regulations for Designating Critical Habitat.”
The first concerns the definition of the word “harm,” which is central to how the Endangered Species Act protects wildlife. The ESA specifically prohibits “harassing, harming, pursuing, hunting, shooting, wounding, killing, trapping, capturing, or collecting any of the listed species, or attempting to do so.” While words like “shooting” and “killing” are pretty unambiguous, “harming” has been defined by the Fish and Wildlife Service and the National Marine Fisheries Service for decades as including modifications to habitat that negatively affect the protected species. “If you cut down the tree where the endangered bird lives, you haven’t actually shot the bird; you have just as clearly caused it not to survive because you’re cutting down the places it needs to live,” Boyles said.
Now, the FWS and the National Oceanic and Atmospheric Administration’s Fisheries have proposed final rules that would rescind their respective definitions of “harm.” The environmental groups I spoke with were dismissive of these proposals, given that the particular definition of “harm” had been challenged by the timber industry in 1995 and upheld by the Supreme Court in a 6-3 vote.
“When you look at something like the attempt to redefine ‘harm’ under the Endangered Species Act, an agency can’t do that,” Lisa Saltzburg, a senior attorney with Defenders of Wildlife, told me. “The law says what it says, and they can’t, by regulation, just get around that.”
Of greater concern to Boyles, at least, were the other two rules. The first, “Regulations Pertaining to Endangered and Threatened Wildlife and Plants,” concerns the 4(d) rule, which extends blanket protections to animals and plants listed as “threatened.” The new version would repeal those automatic protections and instead require a separate rulemaking process for each animal listed as threatened, slowing the implementation of protections. “Listing is inherently urgent — that’s the gateway to protection,” Saltzburg said.
The other rule, “Regulations for Designating Critical Habitat,” pertains to the 4(b)(2) rule of the Endangered Species Act, which describes the Secretary of the Interior’s ability to exclude an area from a critical habitat designation if the economic, national security, or community benefits are deemed to outweigh the wildlife protections. The final rule now being weighed essentially creates a “framework biased toward exclusion,” its critics say.
Regulations are just one mechanism for altering the Endangered Species Act, though. The legislative route wouldn’t be vulnerable to a court’s determination that it is inconsistent with the law because it would be the law. Any legal challenge would have to prove that the law itself was unconstitutional, a higher bar to clear.
“The bill is just beyond bad,” Saltzburg, the senior attorney with Defenders of Wildlife, told me before it was pulled. Introduced as the ESA Amendments Act of 2025 by Arkansas Republican Bruce Westerman in March of last year, H.R. 1897 seeks to rename the Endangered Species Act the “Endangered Species Recovery Act,” which critics say underscores its priority of delisting animals and plants.
Hoffman, the director at IWF who supports the Republican amendments, told me the ESA has historically “prevented extinction, but it has not done a great job of the delisting part,” with only around 3% of the species that have been listed in the past half-century bouncing back to the point that, like the bald eagle, they can ultimately be removed. “You can even have certain production, you can have new projects, all the while balancing it out with ensuring that nobody is harmfully targeting imperiled species,” she said.
Supporters of the ESA, however, argue that the 3% statistic is misleading, given that most animals on the endangered species list haven’t been protected long enough for a full recovery — a 2016 study found that the average bird had been listed for 36 years, while their average federal recovery estimate was 63 years — and that the greater focus should be on its 99% success rate in preventing extinction.
Notably, H.R. 1897 would expand on the first Trump administration’s now-overturned rule, which permitted smaller habitat-damaging projects to go forward if they didn’t damage a habitat as a “whole.” The bill would make it more difficult for an area to qualify as critical habitat at all. It also eliminates FWS’s ability to require mitigation and offsets for unavoidable harm from projects. “These aren’t reforms to make the Endangered Species Act work better,” Boyles said. “They’re the same rollbacks that already got kicked out of court, now coming back dressed up as legislation.”
The bill would also make it more difficult to list species as endangered by adding administrative and procedural hurdles, such as mandatory economic analyses and multi-tiered work plans that must be submitted to Congress. The more than 1,700 domestic species covered by the ESA must be reviewed by FWS or NOAA every 5 years to determine whether their protected status remains appropriate; H.R. 1897 forces faster delistings by imposing a 30-day rulemaking window on already overburdened agencies once a decision is made, although the rules are complicated and, as it stands, can take years to finalize. FWS has lost 18% of its staff since the start of the second Trump administration and is already struggling with a backlog.
In a particularly pointed illustration of how H.R. 1897 would unwind preexisting safeguards, a federal court earlier this year voided a 2020 Florida wetlands permitting program for violating ESA protections for local wildlife. H.R. 1897 simply overrides the court by putting the state program into federal statute.
Boyles sounded doubtful when I asked for her read on the future of the bill, noting that it had been pulled from consideration a few weeks ago, too. “I have to assume that when members of Congress heard from their constituents, they decided this might not be the most pressing thing for them to do right now,” she said, adding, “I think this is House leadership recognizing they don’t have the votes and if they don’t have the votes, they’re not going to bring it up.”
But environmentalists won’t breathe easy before it’s officially dead. When I asked Saltzburg to speculate about the species that might not have made it this far if legislation like H.R. 1897 had passed two decades ago, she called the thought experiment “a nightmare to even imagine.”
“This isn’t about efficiency,” Saltzburg said. “It’s about inviting the extinction of species we’ve already proven we know how to save.”
The companies are offering Texas ratepayers a three-year fixed-price contract that comes with participation in a virtual power plant.
Customers get a whole lot of choice in Texas’ deregulated electricity market — which provider to go with, fixed-rate or variable-rate plan, and contract length are all variables to consider. If a customer wants a home battery as well, that’s yet another exercise in complexity, involving coordination with the utility, installers, and contractors.
On Wednesday, residential battery manufacturer and virtual power plant provider Lunar Energy and U.K.-based retail electricity provider Octopus Energy announced a partnership to simplify all this. They plan to offer Texas electricity ratepayers a single package: a three-year fixed-rate contract, a 30-kilowatt-hour battery, and automatic participation in a statewide network of distributed energy resources, better known as a virtual power plant, or VPP.
This structure is novel for the way it packages the electricity rate, the physical battery, and the VPP into one single offering. It’s also the first time that Octopus, the U.K.’s largest retail electricity provider, is deploying standalone home batteries for customers in the U.S. without rooftop solar.
“As the price of batteries has come down and the data center dynamics really take shape, I think we’ve gained conviction that Texas — and frankly the rest of the U.S. — is ripe for deploying batteries at scale in households,” Nick Chaset, CEO of Octopus Energy’s U.S. arm, told me.
Octopus already offers a range of retail electricity plans in Texas’ market, which encourages competition among electricity providers by allowing consumers in most parts of the state to choose their provider. That structure made the state a natural first market for the rollout of this new model.
Participating customers will be able to lease a Lunar battery for $45 a month with no upfront cost and the option to purchase the system at the end of the 10-year battery lease. The program is open to ratepayers regardless of whether they have rooftop solar or are existing Octopus Energy customers.
Lunar will provide the battery hardware and — at least initially — the VPP software used to coordinate this statewide network of home batteries. That could evolve though, as Chaset told me that as the partnership grows, “there’s going to be a really good conversation about what is the right software platform.” Octopus’ platform and subsidiary, Kraken Technologies, manages what the company says is the “the world’s largest virtual power plant of residential assets.”
Lunar will orchestrate the batteries’ charging schedules so that they draw power when electricity prices are low and discharge back to the grid during periods of peak demand, effectively operating as a cheaper, cleaner alternative to a fossil fuel peaker plant. According to Octopus, customers will see the benefit of those energy arbitrage savings through the fixed price of their three-year contract. Households will also gain resiliency benefits — in the event of a power outage, their battery can keep the lights on and critical appliances running for as long as a day or so.
One of the biggest draws, Chaset told me, may just be the plan’s three-year term. In Texas, he said, it’s common for households to sign up for six- to 12-month fixed-rate electricity plans, which exposes them to significant price swings in between renewals. “This is as much as anything about stability,” he told me. “Oftentimes what we hear from Texans is yes, they want to save money. But what they don’t want is to feel like every six months they’re having to go shop again. They want to just know, this is my plan, I’m getting a fair rate.”
This model could thus gain traction simply by appealing to customers’ desire to reduce decision fatigue, while hopefully, at a much larger scale, demonstrating the outsize impact home batteries can have on the grid. “We believe that is going to be changing how [distributed energy resources] are viewed in a big way, Kunal Girotra, founder and CEO of Lunar Energy and former head of Tesla Energy, told me.
Girotra framed the Octopus partnership as “a blueprint that we hope we can replicate across other markets.” In practice, that would involve the two companies working with utilities in regulated territories to offer this subscription-style home battery to their customers. Octopus can’t serve as the electricity provider in regulated markets, meaning the company would have to add value in other ways. “Because we have so many different regulatory constructs, there’s going to be a lot of different flavors of this,” Chaset told me. Octopus did not specify the role it would play in a regulated market, other than to say, “We’re excited to explore how we can partner with utilities to deploy distributed battery systems.”
Unsurprisingly, the two companies are excited to bring their new retail electricity model to data center developers, as they aim to demonstrate “a world where you can see win-wins for the consumer and for this sector of the economy that we have to build,” Chaset told me. The idea is that data centers would help drive the deployment and adoption of distributed energy resources in communities where they plan to operate, which would effectively expand local grid capacity and potentially accelerate grid interconnection timelines — a binding constraint for hyperscalers in the AI race.
“If you are building a data center in Amarillo, Texas, and you want to make sure that the community around you benefits, come to us. We will deploy 25,000 batteries, put one in every single home in that county or in that community,“ Chaset told me. Reaching literally every household is wishful thinking, of course, as participation is voluntary and these programs remain unfamiliar to most consumers. Still, the broader message he’s trying to convey is clear: “Utilities, communities, we’re here to help.”
Current conditions: Illinois far outpaces every other state for tornadoes so far this year, clocking 80, with Mississippi in a distant second with 43 • Western North Carolina’s Blue Ridge Mountains face high wildfire risk during the day and frost at night • A magnitude 7.4 earthquake off the coast of Honshu, Japan, has raised the risk of a tsunami.
The nonprofit that sets the standards against which tens of thousands of companies worldwide measure their greenhouse gas emissions is secretive and ideologically tilted toward industry. That’s the conclusion of a new whistleblower report on which Heatmap’s Emily Pontecorvo got her hands yesterday. The problems at the Greenhouse Gas Protocol “are systemic,” and the nonprofit “seems to be moving further away from its commitment to accountability,” the report said. Danny Cullenward, the economist and lawyer focused on scientific integrity in climate science at the University of Pennsylvania’s Kleinman Center for Energy Policy who authored the report, sits on the Protocol’s Independent Standards Board. Due to a restrictive non-disclosure agreement preventing him from talking about what he has witnessed, he instead relied on publicly available information to illustrate the report. “Not only does the nonprofit community not have a voice on the board,” Cullenward wrote, but the absence of those voices “risks politicizing the work of scientist Board members.” Emily added: “While the Protocol’s official decision-making hierarchy deems scientific integrity as its top priority, in practice, scientists are left to defend the science to the business community.” The report follows a years-long process meant to bolster the group’s scientific credibility. “Critics have long faulted the Protocol for allowing companies to look far better on paper than they do to the atmosphere,” Emily explains. But creating standards that are both scientifically robust and feasible to implement is no easy feat.
The Trump administration’s efforts to paralyze wind and solar permits are once again withering in the cold light of the court room. On Tuesday, U.S. District Judge Denise Casper ordered the end to a series of delays on renewable energy permits, delivering a victory to regional trade groups that had argued the administration was violating the Administrative Procedures Act by holding up approvals. Per Heatmap’s Jael Holzman, the ruling “is a potentially fatal blow” to “key methods the Trump administration has used to stymie federal renewable energy permitting.”
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In the race to build North America’s first small modular reactor, GE Vernova Hitachi Nuclear Energy is in the lead. Work is already underway on the world’s first deployment of the American-Japanese joint venture’s 300-megawatt boiling water reactor, the BWRX-300. The project at Ontario Power Generation’s Darlington plant is 38% done, and it’s on track to produce electricity by 2030, said Roger Martella, GE Vernova’s head of government affairs and policy. The remark, which Heatmap’s Matthew Zeitlin highlighted on X, came one day before the energy giant reports its latest earnings.
Meanwhile, one of Barack Obama’s early moves as president was to halt construction of the Yucca Mountain nuclear waste repository, effectively blocking any plan by the federal government to deal with radioactive spent fuel. Since then, no state has stepped up as an alternative; either way, federal law stipulates that the site in Nevada must be the United States’ first permanent tomb for nuclear waste. But what if nuclear waste wasn’t treated as waste at all? That was the Trump administration’s new pitch earlier this year when it invited states to submit applications to host so-called nuclear innovation campuses, sites where reactors, fuel enrichers, and waste recyclers can all set up shop. It’s a good sell. At least 28 states have so submitted applications, according to Exchange Monitor.
Project Vault, the effort the Trump administration set up to create a critical minerals reserve for U.S. manufacturers to weather Chinese trade restrictions on key metals, will soon close its first funding tranche. The program, announced in February, will combine $2 billion in private funding with a $10 billion loan from the Export-Import Bank of the U.S. The project “was not designed to be a stockpile alone,” John Jovanovic, the head of the Ex-Im Bank, told Reuters. “What it was designed to do was actually solve problems that the market faces … What we want to do is let it be dynamic and let it help try to solve a bunch of these problems.”

“Perovskites hold a place of honor in the pantheon of much-heralded clean energy breakthroughs that have yet to actually arrive, alongside small modular nuclear reactors and solid-state batteries,” Canary Media reporter Julian Spector wrote yesterday. “In theory, these crystal structures could radically improve solar panels’ capabilities by absorbing wavelengths of light that conventional silicon cells can’t catch. But the stunning advances in R&D specimens have yet to infiltrate the cold, hard world of commercial solar manufacturing.” Until now, at least. On Tuesday, the startup Tandem PV officially opened its new factory in Freemont, California. The company aims to produce large panels of glass treated with a photovoltaic perovskite crystal coating that can increase how efficiently panels convert the sun’s rays into electricity by nearly 40%.
“We’re going to emphasize quality and speed over cost,” Tandem PV CEO Scott Wharton told Matthew last year. “If we do this right, then the theory is, we’ve become the next First Solar — that’s our intention. We want to take back solar leadership from China, which is a bold statement, but I think we’re on the journey.”
Over the next three nights, an eye-popping 723 million birds are expected to be migrating across the U.S. In Michigan alone, at least 5.3 million birds are likely to fly overhead. “Most of these birds will be in flight while we sleep. They are guided by stars, the magnetic field, and sounds,” a meteorology account called Michigan Storm Chasers wrote on X. “You can help these birds migrate by turning off any unnecessary outdoor lighting, especially between the hours of 11 p.m. and 6 a.m.!”