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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.

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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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Plus

The Promise and Peril of the Blue Wave for Renewables

Talking with Arnab Pal, the executive director of Deploy Action.

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The Q&A subject.
Heatmap Illustration

This week’s conversation is with Arnab Pal, executive director of Deploy Action, president of Clean Infrastructure Advisors, and former principal advisor at the Energy Department’s Loan Programs Office under the Biden administration alongside Jigar Shah.

I reached out to Pal for guidance on where he saw state-level policy going around renewables development after the 2026 blue wave election. Simply put, few could’ve provided better guidance. We have no idea what could happen next after an unprecedented election result, but he couldn’t have been more clear-eyed and, as he put it to me, focused on the future. I appreciated our conversation and decided it was worthwhile to provide it to you in full.

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Spotlight

Was This Really the Data Center Election?

Evidence suggests data center concerns probably didn’t actually flip many votes.

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Voting signs and a data center.
Heatmap Illustration/Getty Images, Library of Congress

This week’s midterm elections were undeniably horrible for the data center industry. But a closer look indicates dominant media narratives about the impact of AI infrastructure on voting behavior also deserve more scrutiny.

On election night, candidates who railed against data center sprawl during their campaigns won across the country, including statewide races in red areas. The most striking example was Gina Hinojosa, now governor-elect for the data center-centric state of Texas, who ran on instituting a complete pause on projects across the Lone Star State. So striking was her win, it sent AI and data center stocks into freefall. Cleanview, a clean energy news and data site, said Hinojosa’s pause, if put into effect, could affect up to 88.4 gigawatts of “planned” data center development, depending on how it's implemented.

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Hotspots

The Place Where a Candidate Promising to Do Less on Data Centers Actually Won

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

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The United States.
Heatmap Illustration/Getty Images

1. McCracken County, Kentucky – A rare bright spot for the data center sector quietly occurred in deep red Kentucky in a race defined by what’ll likely be the first project built on federal land.

  • As I previously reported, a large data center project became the primary point of conflict in the race for McCracken County’s judge-executive. The incumbent Republican Craig Clymer had welcomed the project, and faced a challenge from independent George Bray, mayor of the county’s largest city of Paducah. Bray also supported the data center but said his city, which is adjacent to the project, should’ve received more demarcated benefits. Bray called for a community benefit agreement.
  • Turns out voters in McCracken County didn’t care enough about this issue to make a change and wanted to keep Clymer in office. He won handily, netting more than 12,000 votes to Bray’s roughly 7,600. It’s one of the few races across the country that went in favor of the candidate promising to do less when it came to data centers.

2. Pulaski County, Arkansas – After a blue wave election in Little Rock, this county government is on a collision course with data center development.

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