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Hotspots

A Battery Ban, Burning Man, and Lots More Yelling

The week’s biggest fights around renewable energy

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1. San Diego County, California – The battery backlash just got stronger after the city of Escondido, California, indefinitely banned permits to the entire sector in reaction to a battery fire last month.

  • Last week, the city council enacted a 45-day moratorium on permits to construction and operation of battery energy storage systems, or BESS. The moratorium will impact AES Corporation’s Seguro storage project, as well as at least one more pending project, according to staff testimony at the city council meeting on the matter.
  • But for AES and anyone else who hopes this ends quickly, some bad news: Staff also testified it’ll take much longer than 45 days to prepare a report outlining next steps due to the outstanding government workload – and that’ll just be the idea generation phase of the city’s response. A 10-month moratorium was discussed as a potential next step.
  • “I don’t think any of us up here are adamantly opposed to battery energy storage systems,” the city’s Republican mayor Dane White said at the meeting. “However, it has to be done the right way.”

2. Waldo County, Maine – The potential first floating offshore wind assembly site in America is now one step further in the permitting process, after Maine’s Department of Transportation released a pre-application alternatives analysis required for federal environmental reviews.

  • The Maine DOT report defends the selection of Sears Island for the project. We previously scooped that this decision has serious legal risks.
  • Nevertheless, the state believes that it’s a better site than Mack Point, an existing energy logistics port nearby. According to the report, the Mack Point alternative would cost more and “limit any future plans for growth.”
  • “[It] presents problematic design features that greatly reduce its operational functionality and effectively preclude its use,” the report stated.
  • This effectively begins the state and federal environmental permitting process for the Sears Island port project. On its end, the state is also preparing a broader draft environmental review.

3. Dickinson County, Kansas – This one county may be a bellwether for future problems in Kansas, a state with many existing wind farms — and even more potential — but also a lot of opposition.

  • Activists stormed a community meeting late last week on deciding whether to move forward with Enel Green Power’s 334-megawatts Hope Ridge wind farm. If county planners reject the project, it’ll potentially come with a two-year moratorium on wind. Enel has several operating wind farms in Kansas, including Diamond Vista, which is in the adjacent Marion County. (Marion’s got its own moratorium now, too).
  • Despite existing generation, Dickinson County is one of the riskier places in the United States for new renewable energy development, according to Heatmap Pro’s analytics, thanks to its demographic, economic, and geographic similarities to other opposed counties.
  • At the top of the meeting, Enel project developer Jon Beck laid out a laundry list of reasons to build the project including jobs and tax revenue. “This area has been really favorable for a lot of reasons, and that’s why we continue here,” Beck said.
  • But while some in attendance supported the development, lots of testimony opposing the project stretched the hearing beyond the five-hour mark. (Pray for me, I listened back to the tape).
  • There’s a follow-up meeting this week. And Enel clearly takes this development seriously, because they sent me a lengthy statement about the opposition to Hope Ridge.
  • “Throughout this process, we’ve worked to show the Dickinson County community that wind power has been a huge success story for Kansas, bringing billions of dollars in economic impact largely targeted to rural areas,” the statement read. “Our landowners and community partners at Diamond Vista, just down the road, have seen how our project has provided new jobs, better roads, and more local funding over the last six years.”
  • It continued: “We understand many people in Dickinson County have concerns, but we also have a lot of supporters in the county — including our landowners — who are counting on us to make the case for this project. We hope to earn the support of the Planning Commission this week."

4. Washoe County, Nevada – The company behind the Burning Man festival will be acquiring nearby geothermal energy leases, in a settlement resolving litigation that had the high-profile naturalist escape challenging access to a renewable energy resource.

  • Burning Man will purchase the leases from power company Ormat, which will then in turn help the festival organizations turn that land into a conservation area, according to an announcement of the settlement.
  • This may effectively kill Ormat’s geothermal exploration project in the area after local officials also revoked a crucial drilling permit.

Here’s what else we’re watching right now…

In North Carolina, the Kerr Lake Solar project proposed by Cypress Creek Renewables is facing its own apparent local onslaught at community meetings.

In California, Capstone and Eurowind Energy are seeking permission to build a long-duration battery storage facility in Alameda County.

In New Jersey, a coalition of shore towns and opposition groups fighting the EDF-Shell Atlantic Shores offshore wind farm have issued a new missive criticizing state financial benefits to the project.

In New York, the town of Oyster Bay looks like it’ll be extending its moratorium on BESS for at least another six months.

In Pennsylvania, a Pivot Energy solar farm also has some local organizing in the way.

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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.
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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.
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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.
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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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