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Policy Watch

Offshore Wind’s Sign of Resilience

And more of the week’s top policy news around renewable energy.

Wind turbines.
Heatmap Illustration/Getty Images

1. Offshore wind lease win – Two companies, Avangrid and Invenergy, purchased four of the eight leases up for grabs yesterday at the first floating offshore wind sale in the Gulf of Maine, according to the Bureau of Ocean Energy Management.

  • I’ve previously chronicled how offshore wind is particularly vulnerable to the whims of the federal government and how if Donald Trump wins the presidency again, the entire U.S. sector could grind to a shrieking halt.
  • That’s why, as my colleague Emily Pontecorvo noted, the fact any leases were purchased at all is a surprise sign that not all momentum has stalled ahead of this consequential election.
  • “The fact that two developers took the leap now rather than waiting for 2028 – which is when the next lease sale in the Gulf of Maine is scheduled – shows some level of confidence in the long-term prospects for the industry,” she writes.

2. Community benefit plans – The Energy Department’s Loan Programs Office is letting the public in on its community benefit agreements, publishing three plans for a wire harness plant in Texas, a solar-plus-storage project on tribal lands in California, and the revived Holtec Palisades nuclear plant in Michigan.

  • The LPO emphasized labor and trade benefits involved in each project. We’ve previously explored how community benefit agreements can really help with getting local consent on a project, depending on how they’re structured.

3. Big ports money pour – The EPA yesterday debuted nearly $3 billion in IRA funding to port decarbonization projects ranging from direct acquisitions of zero-emission tech to internal emissions planning.

  • EPA stated projects will not receive all funding until remaining legal requirements have been met. I’d note environmental analysis of these funding decisions has been a factor in “permitting reform” talks in Washington.

Here’s what else I’m watching right now…

  • In Massachusetts, a compromise climate bill is temporarily taking a back seat to an economic development package.
  • In Rhode Island, a mayoral re-election bid is now infused with allegations of conflict-of-interest surrounding a solar farm, close friends, and Revity Energy.
  • In Wyoming, legislators rejected bills that would’ve curbed state eminent domain powers for carbon capture and 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.
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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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