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Policy Watch

Offshore Wind Isn’t Swinging Votes

And more of the week’s most important news around renewable energy policy and politics.

wind turbines.
Wikicommons / Heatmap

1. Offshore wind completion – The Bureau of Ocean Energy Management finished its environmental review for more offshore wind off the coast of New York and New Jersey – an area relevant to the recently-submitted Community Offshore Wind joint venture between RWE and National Grid.

  • Five other projects have acreage within the lease area according to BOEM: Bluepoint Wind, Atlantic Shores, Invenergy Wind, and Vineyard Wind. BOEM's website also lists an area held by Attentive Energy; it is unclear how the company’s decision to pull out of the New York solicitation will impact those parcels.
  • The lengthy programmatic environmental impact statement (viewed here) is a crucial step under the National Environmental Policy Act before selling leases to developers.

2. Offshore wind polling – On the heels of that decision comes a noteworthy poll of New Jersey residents finding many voters opposed to offshore wind don’t really care if politicians feel the same way.

  • The Stockton University poll released Tuesday found only 17% of voters said a candidate’s views on offshore wind would influence their vote “a great deal.” Among coastal voters – a group deeply opposed to offshore wind in the poll – only about 30% of voters said a candidate’s view on the matter “would impact their vote greatly.”
  • “No matter which side of the issue voters land on, they seem to agree that it’s not a top priority,” said Alyssa Maurice, research director at Stockton’s William J. Hughes Center for Public Policy, in a statement. “The opposition to offshore wind is particularly vocal and well-organized in New Jersey, but the poll shows that for most voters this issue doesn’t move the needle much.”
  • What does this mean? Well when it comes to this issue deciding elections, we’ll be holding our breath.

3. Geothermal permitting – The Bureau of Land Management has dropped a new proposal to streamline permitting for geothermal energy projects.

  • The proposed rule, which is now up for public comment, would create a new “categorical exclusion” for geothermal resource confirmation plans – a crucial step in the exploration process for potent geothermal energy. It would allow drilling wells and core drilling to avoid a lengthy review under the National Environmental Policy Act.
  • BLM also approved the Fervo Energy project in Utah, which will generate upwards of 2 gigawatts of power.

Here’s what else we’re watching…

  • The Energy Department has offered a conditional loan commitment of up to $1.44 billion to a company producing “sustainable” aviation fuel in Montana.
  • Michigan regulators have declared an anti-renewables group violated campaign finance law.
  • Texas regulators are moving forward with a plan to build more transmission to serve growing power needs at oil fields in the Permian Basin.

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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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