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Policy Watch

This Week in Trumpian Climate Chaos

On the week’s top news around renewable energy policy.

Musk and Trump in the Oval Office.
Getty Images/Heatmap Illustration

1. IRA funding freeze update – Money is starting to get out the door, finally: the EPA unfroze most of its climate grant funding it had paused after Trump entered office.

2. Scalpel vs. sledgehammer – House Speaker Mike Johnson signaled Republicans in Congress may take a broader approach to repealing the Inflation Reduction Act than previously expected in tax talks.

  • Johnson had said last year he wanted to take a “scalpel” to the IRA, emphasizing a surgical approach amid pushback from more moderate members of his caucus. But yesterday he told reporters on the Hill that any attempt at repeal will “be somewhere between a scalpel and a sledgehammer.”

3. Endangerment in danger – The EPA is reportedly urging the White House to back reversing its 2009 “endangerment” finding on air pollutants and climate change, a linchpin in the agency’s overall CO2 and climate regulatory scheme.

  • Undoing the endangerment finding would legally be quite tricky but has the capacity to upend the marketplace’s confidence in almost two decades of energy and air pollution regulation that has proven a tailwind for renewables.

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Spotlight

How Trump’s Speed-to-Power Push for Data Centers Could Backfire

Will moving fast and breaking air permits exacerbate tensions with locals?

Donald Trump and Rick Perry.
Heatmap Illustration/Getty Images

The Trump administration is trying to ease data centers’ power permitting burden. It’s likely to speed things up. Whether it’ll kick up more dust for the industry is literally up in the air.

On Tuesday, the EPA proposed a rule change that would let developers of all stripes start certain kinds of construction before getting a historically necessary permit under the Clean Air Act. Right now this document known as a New Source Review has long been required before you can start building anything that will release significant levels of air pollutants – from factories to natural gas plants. If EPA finalizes this rule, it will mean companies can do lots of work before the actual emitting object (say, a gas turbine) is installed, down to pouring concrete for cement pads.

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Hotspots

South Carolina County Mulls Lifting Solar Ban

And more of the week’s top fights around development.

The United States.
Heatmap Illustration/Getty Images

1. Berkeley County, South Carolina – Forget about Richland County, Ohio. All eyes in Solar World should be on this county where officials are trying to lift a solar moratorium.

  • Berkeley County instituted a solar moratorium in 2023. Now RWE is asking the county to lift the moratorium and the county’s land use committee voted this week at a hearing to recommend doing so, citing concerns from state utility Santee Cooper about energy prices. The county has seen electricity prices rise roughly 20% over the past three years, according to our Electricity Price Hub.
  • “They flat out said they need more power. They’re not going to have enough power by 2029,” councilmember Amy Stern said at a hearing Monday. “We are going to have more of this [discussion]. The moratorium lift[ing], all it does is allow us to get more information.” RWE wants to rezone land for a utility-scale solar farm the company claims would provide 198 megawatts, enough power for 37,000 homes.
  • Some most vocally supportive of the moratorium packed the hearing room, becoming so boisterous the council threatened local sheriff intervention. This shouldn’t be surprising; public opinion modeling indicates overall support for renewable energy in Berkeley County but the area has a substantial opposition risk score – 62 – in the Heatmap Pro database.
  • I’m closely monitoring whether the outcry overrules concerns about energy prices and Berkeley County supervisor Johnny Cribb told attendees of the hearing he’s against lifting the moratorium: “I’m against large-scale solar farms in this county, because of the reality of our county.”

2. Hill County, Texas – We have our first Texas county trying to ban new data centers and it’s in one of the more conservative pockets of the state.

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Q&A

The Biggest Data Center Critic in Utah Politics

A conversation with Utah state senator Nate Blouin.

Nate Blouin.
Heatmap Illustration

This week’s conversation is with Utah state senator Nate Blouin – a candidate for the Democratic nomination to represent the state’s 1st Congressional District, which includes Salt Lake City. I reached out to Blouin amidst the outpouring of public attention on the Box Elder County data center project backed by celebrity investor Kevin O’Leary. His positions on data centers and energy development, including support for a national AI data center moratorium, make him a must-watch candidate for anyone in this year’s Democratic congressional primaries. (It’s worth noting this seat was recently redrawn in ways that made it further left.)

The following conversation was lightly edited for clarity.

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