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Hotspots

Trump Cancels Key Meeting for Vineyard Wind Expansion

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

Renewable energy conflicts map.
Heatmap Illustration

1. Dukes County, Massachusetts – The Bureau of Ocean Energy Management canceled a key meeting required for the environmental review of Vineyard Offshore’s expansion into the New York bight, in what appears to be the first time the agency has publicly canceled offshore wind review meetings for projects in the Atlantic Ocean since Trump took office.

  • BOEM had previously canceled a meeting for offshore wind leases in the Pacific. But this new move, which was announced late Tuesday evening, indicates the administration is not only limiting final approvals for new offshore wind leases but also procedural steps historically done in the permitting process for individual projects.
  • BOEM published a notice it would start the environmental impact statement process for the Vineyard Mid-Atlantic project in the final days of the Biden administration. The project would generate more than 2 gigawatts of power, according to the agency.
  • In a brief public statement, the agency said it was canceling virtual meetings for the environmental impact statement that were scheduled today. BOEM cited Trump’s executive order targeting offshore wind that paused “new or renewed approvals, rights-of-way, permits, leases, or loans for offshore wind projects” – at least until the government does a purported review of the offshore wind industry.
  • What’s unclear still is why this executive order triggered canceled meetings. How is a gathering for comment considered an approval or a permit? Does this mean BOEM’s putting a stop to any and all staff activity related to offshore wind?
  • I asked BOEM these questions and I will let you know if I hear back. Based on what we’re hearing is going on at other agencies, this doesn’t bode well for wind developers.

2. San Luis Obispo County, California – The ballooning Moss Landing battery fire PR crisis is now impacting other battery projects in the surrounding area.

  • Origis Energy’s Caballero battery storage project in San Luis Obispo is now facing fierce local opposition citing the Moss Landing event, with residents calling for their own temporary battery storage moratoria.
  • The catch is, Caballero’s construction is near completion after being approved by county regulators three years ago. According to local TV station KEYT, county supervisors have declined to take up requests to block the project “particularly due to potential litigation the county could face if they were to try and reverse the approval.”
  • I’m watching the backlash to Moss Landing spread outside of California, too.
  • The town of Duanesburg, New York, last week banned battery storage facilities within its municipal limits, with officials referencing the battery fire on the West Coast to make the case these facilities are somehow a hazard to public health and the environment.

3. Marshall County, Indiana – We have what might be the wildest moratorium we’ve seen passed so far in Fight history: a ban on solar farms, carbon capture, battery storage, and data centers – all at once!

  • Marshall County commissioners enacted the 2-year moratorium on all these tech facilities earlier this week unanimously in a quick vote. It is the first time I have found decarb facilities banned by a county in tandem with data centers.

Here’s what else we’re keeping tabs on…

In Alabama, a new Silicon Ranch solar proposal in Montgomery County is running into local ire (which is predictable at this point in this region).

In Louisiana, Ascension is getting grilled by residents near a carbon capture test well.

In Massachusetts, National Grid canceled a geothermal heating pilot project.

In Michigan, Ranger Power’s solar project in Tuscola County is facing some familiar “prime farmland” criticism.

In Nebraska, Midwest Electric Cooperative Corp. won a permit from Perkins County commissioners to build a solar project.

In North Carolina, NextEra Energy’s Muscov solar project is reportedly facing delays due to local opposition.

In Wisconsin, Invenergy’s solar project in Janesville is facing concerns from the local state representative – who is a Democrat.

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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.

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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.

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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.”

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