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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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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.
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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