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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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With a permitting deal seemingly on the horizon, Republican Gabe Evans and Democrat Scott Peters may be about to see their partnership pay off.
The fate of permitting reform legislation that could smooth the way to all kinds of new and improved energy infrastructure — including transmission lines and renewables — is currently hostage to opaque discussions between Senate committee chairs. Rhode Island Senator Sheldon Whitehouse, the Democratic ranking member of the Senate Environment and Public Works Committee, told a Rhode Island business group earlier this week that “we’re actually in a pretty good place on permitting reform,” and that there was “maybe another week of negotiations.” Whitehouse’s Republican counterpart on the EPW committee, West Virginia Senator Shelly Moore-Capito, told Semafor on Friday that any bill has “got to pop out of here in the next 48 hours.”
If that’s going to happen, it will be because Republicans and Democrats have decided it’s worth it to get along. Any deal will eventually have to be voted on by the House, which has already produced several bills on a bipartisan basis, and even passed one — the SPEED Act — late last year.
Two of the busier House members on this issue are Scott Peters, a Democratic former environmental lawyer from San Diego, and Gabe Evans, a first term Colorado Republican representing a suburban and rural district north of Denver that includes wind farms and crude oil production. “The district that I represent truly is an all of the above energy district,” Evans told me.
Their latest effort is a bill aimed at smoothing out permitting for transmission development, especially interregional transmission. Last week, the two congressmen unveiled the CLEAR Act, seeking to apply a stricter set of standards for lawsuits against transmission projects that aligned with how natural gas and hydropower projects are treated under the Federal Power Act (it’s much harder to sue to stop these projects). Earlier this year, the two also sponsored the CERTAIN Act, a more comprehensive streamlining of federal permitting for energy infrastructure projects.
“We’re proud to have a lot of our work as the foundation for this, and I think if they send us over something that includes this, it’s got a really good chance of passing in the House,” Peters told me. Evans added that bringing forward bipartisan bills “gives a little bit more impetus to the Senate to know that the House is looking for these things.”
While the Senate’s deal will be up to the senators, Peters told me he envisions a broad permitting package that could include reforms to the National Environmental Policy Act to shorten permitting timelines, preventing the president from nixing individual projects, and reform Section 401 of the Clean Water Act which effectively devolves power to tribes and states to block a variety of interstate projects. “I think it’s coming together pretty well,” Peters said. “Obviously, we’re waiting for white smoke from the Senate.”
A permitting reform package may be one of the last major bills several bipartisan-minded House members get to vote on.
Election day is about six weeks off, and while Peters will likely have an easy time getting reelected for this eighth term, Evans is in a tough race. His purple-hued district is a target for the House Democratic campaign arm, which is hoping to flip it to former Colorado House of Representatives member Manny Rutinel, who worked as a lawyer at the environmental group Earthjustice. The Cook Political Report rates the race as toss-up, and Nate Silver gives Rutinel a roughly 75% to win.
But Rutinel won’t be getting any campaign help from Peters.
When I asked Peters about the timing of releasing a bill that could boost an endangered Republican’s bipartisan bona fides less than two months before an election, Peters told me that he and Evans had been working on it “for a while,” and that “my colleagues know that I’ve worked with Republicans to get problems solved.”
He said he wasn’t “participating in Gabe’s election” and wasn’t giving any money to his campaign, but also that he wouldn’t campaign Evans’ challenger, despite the opportunity to bolster his own caucus.
Peters is not shy about praising Evans. “What I appreciate about Gabe is that it takes a little bit of initiative to separate yourself from the majority — particularly when you’re in the trifecta — and do your own thing. He’s been a good partner in helping find ways to reduce process and make things go faster,” he told me.
Evans told me that he and Peters met early in this Congress, as Evans was getting settled into his new office in the Longworth building. “We’ve built the relationship over the last two years with a lot of the different areas that we’ve collaborated on.”
“I always try to meet the members of my committee and find out who will work with me. And I was fortunate to find Gabe,” Peters said.
“I do want to win the majority in the next Congress,” Peters went on, but “the norm should be that we figure out ways to work together to solve problems, and, you know, we’ll let the voters of Colorado 8 decide who to send me.”
Evans, for his part, told me that he had to work with Democrats to get anything passed as a member of a minuscule Republican minority in the Colorado statehouse, and that the 40-plus members of the bipartisan Problem Solvers Caucus have agreed not to campaign against each other. “There’s 385 other members that you can go pick fights with,” he said.
A new analysis by a one-time atomic energy opponent makes a bull case for big reactors.
If you know anything about the cost of nuclear energy in America, you probably are aware that the most recent reactors built — the only two new ones designed, planned, and constructed since the 1990s — were budget busters. Units 3 and 4 of Southern Company’s Alvin W. Vogtle Generating Station in eastern Georgia were the first of a new generation of reactor technology ever to be deployed in the U.S. Construction delays, changes to the design, and corporate bankruptcies ultimately sent the price of the pair of Westinghouse AP1000s — the Ford Mustang of American nuclear technology, with safety features that essentially make them not just powerful but also meltdown-proof — to nearly $40 billion, or about $16,350 per kilowatt.
But the U.S. once built reactors for half that — and it did so in the chaotic aftermath of the nation’s worst civilian nuclear accident, when mounting regulations made atomic power construction more onerous than ever before.
That’s the landmark finding of a new report by a veteran nuclear researcher, who quantified and broke down the cost of constructing nearly every civilian atomic power station the U.S. built in the 20th century. Adjusting the dollar figures using the Handy-Whitman Index, a specialized formula for calculating inflation in the utility sector’s construction costs, the analysis — shared exclusively with Heatmap — concluded that 47 reactors built in the U.S. between the 1979 partial meltdown at Pennsylvania’s Three Mile Island nuclear plant and the turn of the millennium came in at an average of $8,200 per kilowatt.
“Costs are only going to come down from that,” Charles Komanoff, the economist and energy policy analyst whose consultancy conducted the study on behalf of the Clean Air Task Force, told me.
The paper carves out a pathway down the cost curve that runs counter to the industry’s broader consensus at the moment on the best way to make nuclear less of a luxury choice compared to other generating sources. Billions of dollars have flooded into companies promising to commercialize small modular reactors that generate 300 megawatts or less. The concept is a bet on what Komanoff calls the economies of duplication, meaning that if customers need more individual reactors, developers can ride that repetition to lower prices. But the paper suggests that the way developers have historically reduced nuclear costs — through economies of scale — achieves the same per-kilowatt savings with one gigawatt-sized, water-cooled reactor as 20 smaller reactors would net.
Some small and microreactor developers say that using alternative coolants — molten salt, liquid sodium, high-temperature gases such as helium — could further raise the efficiency of their technologies, allowing them to make up for whatever they lose on economies of scale. But large, traditional reactors such as the AP1000 are “a proven technology” that, unlike next-generation reactors with far less operating experience, won’t have to overcome “teething problems” to reach maximum efficiency levels, Komanoff told me.
There are other options to the AP1000, such as the ABWR that the parent companies of GE Vernova Hitachi Nuclear Energy built in Japan and Taiwan in the 1990s. One was planned for Texas, but abandoned a decade ago amid declining interest in nuclear power post-Fukushima. The technology is approved by the NRC, but GE-Hitachi has since turned its attention to its 300-megawatt BWRX-300. Given that no ABWR was built in the U.S., James Boucher, the former Deloitte nuclear consultant who co-authored the paper, said the AP1000 is the reactor best positioned to replicate the country’s successful buildout of the 1980s.
“We have two AP1000s. They're fully built. They’re operating. They’re doing, as far as I can tell, quite well. And they are like these reactors in our sample,” Boucher told me. “If we wanted to build 20, 30, 50 more AP1000s, I think we’d have a good shot.”
The Nuclear Company, a startup developer that hired much of the team behind the Vogtle buildout in a bid to become the go-to project manager for future AP1000s, called Komanoff’s report “promising because it demonstrates how cost can come down when we don’t focus on building first-of-a-kind projects.”
“There was a 30% overnight capital cost reduction just moving from Unit 3 to Unit 4 on the Vogtle project — there is no reason we can’t continue down the learning curve on the next AP1000s built in this country,” Joe Klecha, The Nuclear Company’s chief nuclear officer and president, told me after reviewing the report I sent him. “Especially with our mix of experience building these reactors and advancements in technology we’re leveraging to scale, achieving below $10,000 per kilowatt is just the beginning for us. We believe we can execute safer, faster, and at lower cost than we’ve achieved in the past.”
Back in the 1980s, the military-like regimentation common at nuclear plants and construction sites wasn’t yet as ingrained in the industry. The Nuclear Regulatory Commission had replaced the Atomic Energy Commission, which was seen as too deferential to the companies it oversaw, and spent the decade tightening rules on constructing and operating nuclear plants. New accident scenarios were being discovered, requiring new plants and existing ones up for relicensing to change operating protocols, upgrade equipment, and conduct additional research.
Komanoff was among those pushing for the changes. In reports he authored on behalf of Greenpeace, an arch opponent of nuclear power, he dissected the fiscal woes atomic energy developers faced, making the economic case for shutting down electrical stations that his fellow activists battled on ecological or moral grounds. Eventually, Komanoff moved on to advocating for a carbon tax as the fairest and clearest way to guide the economy away from fossil fuels and toward decarbonization. While serving as director of the Carbon Tax Center, which he co-founded, he noticed a trend among nuclear plants: They were getting better at operating.
The regulatory changes that followed Three Mile Island succeeded in raising the operating efficiencies of nuclear plants. In the 1970s, reactors had a capacity factor — a measure of how frequently a generating source actually produces electricity — of about 50%. Yet by 1991, that number had risen to 70%, putting atomic energy on par with the most efficient fossil fuel and hydroelectric plants. In 2002, that national average hit 90%. In 2019, it rose to 94%. When the final reactor at Indian Point, the nuclear station that served Komanoff’s native New York City, closed in 2021 due to political opposition to its relicensing, it had just set a world record for an uninterrupted 753-day run of electricity production.
Gradually, Komanoff came to see nuclear power as a vital tool for decarbonization. But, ensconced in the climate movement through his carbon tax advocacy, he found it easier to stay mum on his conversion, lest he ruffle the feathers of fellow activists who remained stalwart anti-nuclearists. After all, he thought, if a carbon tax passes, nuclear plants will benefit, so why bother speaking up specifically for atomic energy? Indian Point’s early shutdown, however, caused Komanoff pangs of regret.
“It just forced me to confront the consequences of not advocating for nuclear power,” he said. “I felt the way I imagined I would feel if a climbing partner — I used to be a sort of mountaineer — had died because of some negligence on my part. I really took personal responsibility because I imagined that — and maybe I’m just in a complete fantasy about my shamanistic power — as someone who had argued 40 years ago for shutting Indian Point, that if I had gone public say ‘Don’t do it,’ that I might have been able to begin turning the tide.”
While $8,200 per kilowatt is half of what Vogtle cost, it’s still nearly four times the cost of building a new natural gas-burning power plant with combined-cycle turbines, which itself rose to $2,157 per kilowatt last year from less than $1,500 in 2023. But the “regulatory churn” that kept the price of nuclear high, Komanoff said, is unlikely to return for new nuclear plants using proven designs such as the AP1000.
“Part of my optimism about nuclear being less subject to regulatory churn going forward is because it’s not a whipping boy,” he said. “It’s really hard to overstate the aura of incompetence that surrounded the nuclear power sector in the United States in the ‘70s into the ‘80s. But when you’ve got plants that are averaging 90% or higher capacity factors, things change.”
Current conditions: Oman’s Ayn Athum Waterfalls burst to life this week as rain battered the Gulf nation’s southwestern Dhofar governorate • Severe monsoon flooding has deluged parts of the American Southwest, including Navajo Nation, where at least three people have died • Tropical Storm Dujuan is barreling toward Japan, where it threatens flooding and landslides in Tokyo and Chiba.
When the Houthis stormed Yemen’s Red Sea coast last week, the Iran-backed rebels gained new ground from which to attack boats passing through the vital shipping lane, extending Tehran’s reach from the Persian Gulf’s hotly contested Strait of Hormuz to the waterway on the opposite side of the Arabian peninsula. In response, oil prices surged. But the price per barrel of crude is slipping again as the United States has rebuked Saudi Arabia’s requests for help routing the militants, instead seeking a deal that keeps the Bab al-Mandab Strait open to American and Israeli ships. Over the weekend, U.S. diplomats met with Houthi officials in neutral Oman, Reuters reported. Following the talks, the Times of Israel reported that Houthis promised not to attack any Israeli or commercial ships of any kind, only those linked to Saudi Arabia, which has funded the Yemeni government’s campaign against the rebels.
Satellite images published by the investigative site Hunterbrook showed workers building a bypass on Saudi Arabia’s East-West Pipeline, its main conduit for circumventing oil exports around the Strait of Hormuz, to get around the pumping station damaged by a Houthi attack. But the promise of free movement through the Red Sea sent the price of oil down by between 1% and 4% on Thursday.
Just yesterday, I told you that the Trump administration had moved to drastically change how the government interprets the Endangered Species Act to only consider deaths of protected animals illegal if the creatures were intentionally targeted. Such a shift would exclude the vast majority of deaths linked to energy companies, such as when birds land in toxic oil ponds or collide with wind turbines. Whether federal enforcement ultimately reflects that interpretation depends on the outcome of a forthcoming lawsuit. Already, Earthjustice has vowed to file litigation challenging the Trump administration’s legal memo directing federal agencies on its new view of the nation’s bedrock conservation law. “The government’s new legal position is a prescription for extinction. It says that as long as you claim you didn’t mean to kill an endangered species, the law can’t and won’t stop you,” Earthjustice attorney Ben Levitan said in a press release. “That’s ridiculous — and a totally illegal, active misreading of the Endangered Species Act. We’ll see the Trump administration in court about this.”
The toll wind turbines take on migratory birds is a favorite talking point of the energy source’s opponents. But relief from the responsibility to avoid killing birds would be cold comfort to the wind industry as developers wait for the Trump administration to follow a court ruling requiring it to continue processing applications for turbines. As my colleague Jael Holzman wrote yesterday, the administration has continued delaying. At least one other legal fight within the offshore wind industry has, meanwhile, come to a conclusion. Vineyard Wind and its turbine supplier GE Vernova, announced an “amicable settlement” this week that resolves “all outstanding litigation,” the New Bedford Light reported. The developer sued the supplier in April, accusing GE Vernova of an $800 million breach of contract following a blade failure in 2024.

The U.S. needs more long-term energy storage, and few technologies are better tested by time than using excess electricity to pump water into a reservoir, where it can be released downhill and run through turbines to generate huge bursts of power when it’s needed. Back when the U.S. had lots of nuclear power, pumped hydro plants harvested the unused electrons during the night. With solar now producing more electricity during the day in some parts of the country than the grid demands, pumped hydro is seeing a potential renewal. But the U.S. hasn’t built any pumped hydro facilities since the 1990s. A project that looked likely to break that dry spell is now on pause as the Trump administration heeds opponents’ concerns and orders a new study on its environmental impact.
The Federal Energy Regulatory Commission has delayed its decision on whether to license the $3 billion project to add a pumped hydro facility to the Seminoe Reservoir, a lightning bolt-shaped waterway in southern Wyoming. The Bureau of Land Management said it will conduct a supplemental environmental impact statement and open the door to more public comments and input from local officials. “This feels like a small victory,” CiCi Oliver, a fly-fishing shop owner who opposed the project over its potential disruptions to the ecology of the reservoir, told WyoFile this week.
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At the start of the Iran War, some interpreters of President Donald Trump’s supposed four-dimensional geopolitical chess moves suggested that shutting down the Strait of Hormuz was an intentional move to show China’s vulnerable underbelly: Beijing’s dependence on oil imports. And yet, China’s vast oil stockpiles and refining capacity, plus its array of alternative energy sources, allowed the country to slash oil purchases by 23% in the first six months of the war compared to the same period last year, according to a New York Times analysis of customs data. “This is a power that nobody thought China had,” said Erica Downs, a senior research scholar at Columbia University’s Center on Global Energy Policy. “Going forward, it’s going to be really interesting to see: What does China do with this newfound power?” The heaviest answer to that question now weighing on Western officials involves China considering the ramifications of a potential invasion of Taiwan to be less worrying than before.
That’s especially true because Taiwan, by contrast, is more vulnerable to losing access to oil and gas imports than ever before. After completing its decades-long mission last year to shut down the nuclear fleet that powered the island’s 20th century transformation into the world’s premiere chipmaker, Taiwan’s ruling Democratic Progressive Party — which advocates for the republic’s continued de facto independence — left the nation dependent on imported liquified natural gas and crude for the vast majority of its energy. Now, according to Nikkei, the government is hastening its efforts to potentially bring at least one nuclear station back online.
Yet another state is considering a moratorium on data centers — one close to the epicenter of the artificial intelligence boom. Maryland, which shares a grid and a border with northern Virginia’s data center megacluster, could see a ban come into effect as early as next year if state legislators pass a bill in the next session. Governor Wes Moore, a Democrat, said he “will absolutely sign” a statewide ban “if it’s coming from local legislators.” Speaking to Punchbowl News, he suggested that any moratorium would come with loopholes for projects that meet high standards. “I believe local jurisdictions should have a say. There are certain local jurisdictions who want it,” he said. “I just need them to understand I have very strict guidelines for what is actually going to get state approval.”
A startup founded by members of the team of U.S. government scientists that first achieved net-energy gain from a fusion reaction has hit a new milestone that should raise the eyebrows of even skeptics of the so-called holy grail of clean power. Less than two months after publicizing its roadmap to commercial fusion, Inertia Enterprises ran a simulation demonstrating that its first commercial plant will be capable of producing 25 times more energy than the laser needed to trigger the reaction, the company told my colleague Katie Brigham in an exclusive.