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Hotspots

Renewables Developers Get Sweaty Palms Across America

Here are the week’s top conflicts around clean energy in the U.S.

Map of renewable energy conflicts.
Heatmap Illustration

1. Barnstable County, Massachusetts – The SouthCoast offshore wind project will now be delayed for at least four years, developer Ocean Winds said on Friday, confirming my previous reporting that projects Biden seemed to fully approve were still at risk from Trump.

  • Biden’s Interior Department had said in December the SouthCoast project was “approved.” But according to this federal permitting data clearinghouse, the project still needs clearances from the National Oceanic and Atmospheric Administration as well as the EPA and Army Corps of Engineers. We previously reported the Army Corps of Engineers had all but frozen wetlands permitting for wind projects. Jury’s out on whether that has changed.

2. Albany County, New York – A judge in this county has cast a cloud over tax abatement calculations for essentially all solar and wind projects in the state.

  • In a ruling this week, Albany Supreme Court judge Joshua Farrell ruled the implementation of a recent state law giving tax incentives to solar and wind developers was unconstitutional. In his opinion, Farrell wrote the state legislature had exceeded its powers and failed to sufficiently define how renewable energy credits, or RECs, and investment tax credits should be used.
  • This will create incredible uncertainty for developers across the state, according to an analysis of the ruling published yesterday by law firm Hodgkins Russ. Their takeaway? It’s likely New York Attorney General Letiticia James appeals the ruling and considers it stayed until the appeal can be processed, but this will hardly provide comfort to industry, which is already reeling from the Trump effect.
  • “On the merits,” the law firm stated, “the decision creates continued uncertainty over how to value and assess renewable energy projects. Now, there is increased risk and exposure to both renewable energy developers, who may have higher assessments and higher real property taxes for their projects, and local taxing jurisdictions who will be forced to expend legal fees defending assessment challenges.”

3. Greene County, North Carolina – No more new solar farms here, at least for now.

  • This county enacted a moratorium this week on new solar farm permits for two years pending the completion of a solar zoning ordinance. It’s a quick step-change from when county officials approved a special use permit for a NextEra last month. Then again, the backlash to that project was so loud it forced the county to issue a public statement telling residents it had no involvement itself in the project or solicit its construction.

4. Logan County, Ohio – Sayonara, Grange Solar.

  • Open Road Renewables has canceled the Grange Solar agrivoltaics project amid local opposition and a recent recommendation from staff on the Ohio Power Siting Board to reject crucial permits.

5. Fannin County, Texas – The battery backlash we’ve warned you is on the horizon has spread to the small town of Savoy, north of Dallas, where residents are protesting en masse against an Engie battery storage project under construction.

  • Like elsewhere in Texas, it’s unclear there’s any way for the project to be stopped by local opposition. But I anticipate that as more cases of Texas battery fights make headlines, it carries the risk of state legislation or other forms of policy response from Texas regulators.

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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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