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Hotspots

Deathwatch for Atlantic Shores?

And more of the week’s top news in renewable energy fights.

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Renewable energy fights across the country.
Heatmap Illustration/Getty Images

1. Atlantic County, New Jersey – The Atlantic Shores offshore wind project is on deathwatch.

  • Earlier today, Shell announced it would pull out of its 50-50 joint venture with EDF Renewables to develop the Atlantic Shores offshore wind project off the coast of New Jersey.
  • Atlantic Shores then sent us a statement unprompted, saying they’re “committed” to developing New Jersey’s first offshore wind site.
  • “Business plans, projects, portfolio projections and scopes evolve over time – and as expected for large, capital-intensive infrastructure projects like ours, our shareholders have always prepared long-term strategies that contemplate multiple scenarios that enable Atlantic Shores to reach its full potential,” the statement read.
  • It continued: “While we can’t comment on the views of shareholders, Atlantic Shores intends to continue progressing New Jersey’s first offshore wind project and our portfolio in compliance with our obligations to local, state and federal partners under existing leases and relevant permits.”
  • As we previously explained, we anticipate this project to face challenges to the legality of its permits and leases, as previewed by the Trump administration.

2. Waldo County, Maine – The Sears Island saga is moving to the state legislature, as a cadre of lawmakers push to block construction of a floating offshore wind turbine construction facility there before Trump leaves office.

  • As we previously explained, Sears Island – a bucolic recreation destination off the coast of Maine – is the state’s favored spot for building an assembly site for floating offshore wind turbines. Floating offshore wind is preferred by some Maine politicians, including Gov. Janet Mills, because it would reduce impacts to fisheries closer to the shoreline.
  • Despite Trump’s edict blocking offshore wind, Maine has a pathway to stay the course toward eventual development, because researchers have a lease to test more floating offshore wind turbines in the Gulf of Maine. There’s a world where development of a construction port on Sears Island happens in tandem with that research.
  • However, we’re watching this risk to that pathway: a group of Republicans in the state legislature – joined by a Democratic lawmaker and a non-voting representative of the Passamaquoddy Tribe – have introduced a bill to permanently turn Sears Island into a conservation site, taking the island off the table for wind development.
  • Hindering offshore wind development overall might be the goal of the bill, which was introduced the day after Trump restricted all new offshore development Its lead author is state Rep. Reagan Paul, who has also called on the governor to stop all state spending on offshore wind. Paul was in D.C. for Trump’s inauguration celebrations.
  • It’s unclear whether the legislation stands a chance at becoming law. But it is clear some state Republicans are going to do what they can to stop the Sears Island wind port, which will matter if the state tries to get project permits under Trump.

3. San Luis Obispo County, California – The Moss Landing battery fire has sparked a new push for the state to slow approvals for BESS development. Unlike Sears Island, the push is being led by a Democratic lawmaker who has supported rapid climate action.

  • State assemblywoman Dawn Addis – who represents Moss Landing and communities impacted by the disaster – just introduced legislation that would remove battery storage facilities from the California Energy Commission’s opt-in certification program, effectively giving cities and counties much more control over BESS siting.
  • “I absolutely have been a champion, believe that we live in a climate crisis and have to have solutions,” Addis said at a press conference announcing the bill. “Along with those solutions, we have to have safety.”
  • This bill would give locals more control because the opt-in program lets companies ask the state to override concerns at the municipal level. It would also likely stop a Vistra Energy battery project in Morro Bay, where the company has been stonewalled and decided to go to the Commission instead.
  • It’s too early to tell whether the bill stands a chance at becoming law, but it’s clear the state is trying to reassure residents that BESS is safe. Earlier this week state regulators proposed updating their emergency response guidance for responding to BESS fires.
  • This is all despite the Moss Landing fire being tied to very unique circumstances.

4. Greene County, New York – A solar farm fight is testing whether the state of New York’s climate law can be used to override local opposition to renewables projects.

  • A mid-level appellate judge ruled this week that the state’s 2019 Climate Act provides a legal basis for the state to conclude construction of some new solar and wind projects are in the overall public interest.
  • The case surrounds a Freeport Solar project in the town of Athens, where the local zoning board rejected the project claiming it was not a “public necessity.” Athens has said they will now take the case to the Court of Appeals, New York’s highest court.

5. Fairfield County, Ohio – The Ohio Public Siting Board held a hearing on Tuesday to consider the environmental certificate for EDF Renewables’ Eastern Cottontail solar project.

6. Multnomah County, Oregon – A transmission line proposal known as the Harborton Reliability Project is facing hurdles in the city of Portland, where city planners are recommending the city reject plans to cut down forest to build it.

  • The recommendations pit the city’s permitting staff against utility Portland General Electric as well as the area’s member of Congress, Rep. Earl Blumenauer, who endorsed the project.
  • A decision on whether city regulators will reject the project based on the recommendations is expected in early March, according to Axios Portland, who reports the decision may be appealed to the city council.

Here’s what else we’re watching ...

In Idaho, Ada County is drafting up a new restrictive ordinance related to renewables on farmland.

In Virginia, a Savion solar project in Nelson County is facing an uphill climb for local approvals.

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Plus

The Promise and Peril of the Blue Wave for Renewables

Talking with Arnab Pal, the executive director of Deploy Action.

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The Q&A subject.
Heatmap Illustration

This week’s conversation is with Arnab Pal, executive director of Deploy Action, president of Clean Infrastructure Advisors, and former principal advisor at the Energy Department’s Loan Programs Office under the Biden administration alongside Jigar Shah.

I reached out to Pal for guidance on where he saw state-level policy going around renewables development after the 2026 blue wave election. Simply put, few could’ve provided better guidance. We have no idea what could happen next after an unprecedented election result, but he couldn’t have been more clear-eyed and, as he put it to me, focused on the future. I appreciated our conversation and decided it was worthwhile to provide it to you in full.

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Spotlight

Was This Really the Data Center Election?

Evidence suggests data center concerns probably didn’t actually flip many votes.

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Voting signs and a data center.
Heatmap Illustration/Getty Images, Library of Congress

This week’s midterm elections were undeniably horrible for the data center industry. But a closer look indicates dominant media narratives about the impact of AI infrastructure on voting behavior also deserve more scrutiny.

On election night, candidates who railed against data center sprawl during their campaigns won across the country, including statewide races in red areas. The most striking example was Gina Hinojosa, now governor-elect for the data center-centric state of Texas, who ran on instituting a complete pause on projects across the Lone Star State. So striking was her win, it sent AI and data center stocks into freefall. Cleanview, a clean energy news and data site, said Hinojosa’s pause, if put into effect, could affect up to 88.4 gigawatts of “planned” data center development, depending on how it's implemented.

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Hotspots

The Place Where a Candidate Promising to Do Less on Data Centers Actually Won

And more of the week’s top fights around development.

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The United States.
Heatmap Illustration/Getty Images

1. McCracken County, Kentucky – A rare bright spot for the data center sector quietly occurred in deep red Kentucky in a race defined by what’ll likely be the first project built on federal land.

  • As I previously reported, a large data center project became the primary point of conflict in the race for McCracken County’s judge-executive. The incumbent Republican Craig Clymer had welcomed the project, and faced a challenge from independent George Bray, mayor of the county’s largest city of Paducah. Bray also supported the data center but said his city, which is adjacent to the project, should’ve received more demarcated benefits. Bray called for a community benefit agreement.
  • Turns out voters in McCracken County didn’t care enough about this issue to make a change and wanted to keep Clymer in office. He won handily, netting more than 12,000 votes to Bray’s roughly 7,600. It’s one of the few races across the country that went in favor of the candidate promising to do less when it came to data centers.

2. Pulaski County, Arkansas – After a blue wave election in Little Rock, this county government is on a collision course with data center development.

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