The Fight

Sign In or Create an Account.

By continuing, you agree to the Terms of Service and acknowledge our Privacy Policy

Hotspots

Is Trump Already Killing Off Renewable Energy Projects?

And more of the week’s news around renewable energy conflicts.

Map of renewable energy conflicts.
Heatmap Illustration

Queens County, New York – TotalEnergies’ first Attentive Energy offshore wind project might be the canary in the Trumpy renewables coal mine.

  • The New York wind project in the bight has been indefinitely paused, according to TotalEnergies CEO Patrick Pouyenne, meaning we have our first offshore wind derailment of the Trump era, many weeks before he’s even taken office.
  • It’s unclear how connected Trump is to the move. Attentive Energy also pulled out of New York state’s fifth offshore wind solicitation before this news dropped, which also arrived days before the Bureau of Ocean Energy Management implemented new requirements for projects built in the area where the project would be built.
  • However, remember that even though Attentive Energy has little opposition in New York State, anti-offshore activists are aggressively challenging efforts by New Jersey state to buy power from the project.
  • We’ll have to wait and see if this decision is a domino for other offshore wind curtailments. But we’re already seeing evidence, as Shell announced hours ago it is no longer investing in new offshore wind projects.

Clinton County, Michigan – EV manufacturing news in Michigan is showing that fallout from Trump’s election may not be limited to offshore wind, and could creep into other projects facing grassroots opposition.

  • Two manufacturing sites planned for construction in the Mitten State were quietly canceled over the Thanksgiving holiday. The sites were proposed on large swathes of rural land and led to local opposition against so-called “industrial” sites on farmland – a conflict similar to problems we see in solar energy.
  • The manufacturing plants under development by a Michigan economic development corporation were marketed as compatible with EV and microchip production as the state was angling to be a zero-emission tech hub. Both industries may lose federal subsidies under the now GOP-controlled Congress.
  • Then General Motors sold its stake in a separate battery plant, because it says more plants were no longer necessary. Is this a trend or a fluke of bad news?

Linn County, Iowa – Even carbon pipelines facing opposition are getting canceled right now, after Wolf Carbon Solutions rescinded its project application to the Iowa Utilities Board.

  • Like other projects – Summit, Navigator – the Wolf carbon pipeline has faced resistance at the local level. The project would cross multiple Iowa counties and extend into Illinois.
  • “While Wolf has continued to build relationships with landowners and stakeholders interested in the Project, a number of factors have continued to delay Wolf’s ability to proceed with the Project and Wolf has decided to cease pursuit of the required regulatory approvals at this time,” the company stated in a filing to the utilities board on Monday.
  • As we’ve explained, carbon pipelines should get at least some support from the Trump 2.0 administration. But as Wolf may show, the projects most likely to benefit will be those already far enough along in permitting to withstand the market uncertainties created by political instability, like Summit.

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

In California, the city of Escondido has extended its moratorium against the Seguro battery storage project. (Consider us shocked.)

In Illinois, an Acconia Energy solar farm’s application with the Will County government is being delayed over local opposition.

In Nebraska, NextEra is facing resistance to a new 2,400 acre solar farm in Lancaster County.

In Oklahoma, momentum for a moratorium is building in Lincoln County, an area once friendly to wind development.

In New York, the small town of Glenville rejected a small solar project proposed by a Nexamp subsidiary.

This article is exclusively
for Heatmap Plus subscribers.

Go deeper inside the politics, projects, and personalities
shaping the energy transition.
To continue reading
Create a free account or sign in to unlock more free articles.
or
Please enter an email address
By continuing, you agree to the Terms of Service and acknowledge our Privacy Policy
Spotlight

The Real vs. Imagined Problems with Data Centers’ Water Use

How much water is too much?

Water, a data center, and a protester.
Heatmap Illustration/Getty Images

The data center water issues are real – but they aren’t what you think.

Too often, I hear people say the number one reason they’re against data center development is water use. Heatmap’s data shows water consumption is historically the reason cited most often by activists when opposing projects. This complaint, they often say, is rooted in the fear that this nascent buildout of AI infrastructure will simply draw so much H2O it will leave little liquid left for the rest of us.

Keep reading...Show less
Yellow
Hotspots

Texas Is the Eye of the Bipartisan Data Center Hurricane

And more of this week’s biggest news around project fights.

The United States.
Heatmap Illustration/Getty Images

1. Matagorda County, Texas – The bipartisan data center backlash is now so powerful that a top Republican Texas state official is doing an event with the Democrat vying to replace him.

  • On Thursday afternoon, outgoing Republican agriculture commissioner Sid Miller and Democratic candidate Clayton Tucker are marqueeing a forum hosted by Matagorda County Against Data Centers, an opposition group that appears to also monitor solar and battery storage for potential opposition, too. Miller is leaving his post at the end of the year after being defeated in a GOP primary by Nate Sheets, who was supported by Gov. Greg Abbott.
  • This bipartisan forum will take place after Abbott himself called for new laws and regulations on data centers in a letter to Texas Public Utility Commission Chair Thomas Gleeson and ERCOT CEO Pablo Vegas. Abbott said he’d push to require data centers to pay costs for electric infrastructure and use “water-efficient technologies such as closed-loop cooling systems.” Also on the to-do list? Mandatory property setbacks and noise reduction.
  • It’s becoming clear the frustrations against AI infrastructure and associated energy projects are starting to boil without a vent. The first county to issue a data center moratorium in Texas has withdrawn the effort after facing a $100 million lawsuit from a developer, and other counties are delaying future moratoria on fears of legal risks. Where will all of this frustration go without the option to pause development locally?
  • We’re starting to see Texas legislators seek to channel this anger. Last week, Rep. Veronica Escobar – a Democrat who represents the dry, data center-anxious city of El Paso – offered an amendment in a House committee to block funding for the EPA’s new data center construction rules. The amendment failed but I’d hardly be surprised to see this sort of rider gain traction if Democrats retake the lower chamber, especially if data centers are a major election issue.

2. Albany County, New York – As we await Gov. Kathy Hochul’s decision on whether to enact the nation’s first statewide moratorium on data centers, I wanted to bring up some pretty crucial facts about the situation in the Empire State.

Keep reading...Show less
Yellow
Q&A

One Investor’s Climate ‘Realism’ In the Data Center Era

A conversation with Craig Lawrence of Energy Transition Ventures

The Q&A subject.
Heatmap Illustration

This week’s conversation is one of my favorites so far – Craig Lawrence of Energy Transition Ventures. Lawrence has been around the block and back again when it comes to the cleantech investment landscape. So I took note when he got into a brief back-and-forth with an activist fighting data centers in Indiana who claimed there were “so many clean energy people who no longer care about climate change” because they “now support fossil fuel data centers if some nominal amount is met with clean energy.”

Lawrence replied, “Some of us are simply realists.”

Keep reading...Show less
Yellow