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Hotspots

Deathwatch for Atlantic Shores?

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

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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Q&A

How to Talk to Climate-Minded Investors About Data Centers

A chat with Colette Lamontagne, senior director for electric power at Ceres.

Colette Lamontagne.
Heatmap Illustration

This week’s conversation is with Colette Lamontagne, senior director for electric power at the sustainability finance advocacy group Ceres. Her team just released a shareholder engagement guide for the utility space around data center development. I’ve been wondering when the ESG crowd would enter into the AI infrastructure fray, so I asked if I could chat with Colette about what the guide could teach my lovely readers and whether the data center backlash portends a new wave of boardroom fights between electric companies and institutional investors.

Our conversation was lightly edited for clarity.

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Hotspots

The Most Important Data Center Vote You Haven’t Heard About

Plus more on this week’s biggest development fights.

The United States.
Heatmap Illustration/Getty Images

1. Washtenaw County, Michigan — The Mitten State made itself the center of the data center backlash this week, as multiple AI skeptics won key Democratic congressional primaries. Yet the most significant election result wasn’t a primary vote, but rather a quiet referendum in a small town outside Ann Arbor.

  • On Tuesday, the town of Augusta voted by a nearly 9-1 margin to overturn a land use ordinance enacted by the township government the previous year allowing a data center on agricultural land. This means developer Thor Equities will either have to find a way around clear local rejection or abandon Augusta for its proposed data center.
  • Augusta sits on the border of Michigan’s 7th congressional district, where Sunrise Movement cofounder Will Lawrence pulled off a surprise upset against a moderate establishment-backed candidate. Lawrence’s victorious primary campaign was rooted almost entirely in advertising against data center development and tying his opposition to supporting the industry.
  • I believe the Augusta result proves the case made by Lawrence’s candidacy — voters will resoundingly back ways to fight data centers. A Lawrence campaign memo published by Politico after the primary makes the argument he will defeat incumbent Republican Tom Barrett almost entirely on this issue, too, calling it “the hyperscale elephant in the room.” The memo also claims there are “data center voters” who have “not traditionally been available to Democrats [but] have been highly motivated by hyperscale development in mid-Michigan.”
  • “Will’s strong stance on this issue and his consistency in showing up and standing alongside residents in data center fights expands his potential voter base in the general,” the memo states.

2. Travis County, Texas — I’ve been getting a lot of texts from sources about Texas Governor Greg Abbott issuing a stop to data center permitting. Let’s get into what really is happening here.

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Spotlight

How the National Park Service Wound Up in a Data Center Deal

The agency is reportedly considering a land swap that would allow AI infrastructure in one of northern Virginia’s largest green spaces.

The Prince William Forest Park entrance.
Heatmap Illustration/Getty Images

A national park site and Civil War conflict area in Virginia is now a battleground in the fight over data center development on federal real estate — and Congress is starting to get involved.

On July 23, the Prince William Times reported that Trump’s National Park Service is “considering a land swap” to allow “at least four data centers” on land within the boundaries of Prince William Forest Park in northern Virginia, one of the largest green spaces in the Washington D.C. metro area and a flashpoint during the Civil War. Since then, my colleagues and I have confirmed based on interviews with sources familiar with the plan, public lobbying disclosures, and previously unreported correspondence from Congress to the Park Service that, indeed, there has been a concerted behind-the-scenes effort to make this swap happen, going back more than a year. Many of those concerned about the idea of this exchange told me they’ve been unable to get clear answers from the Park Service on the likelihood of the swap.

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