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Policy Watch

Renewable Energy’s Gloomy Election

Why alarm bells are ringing in the renewable energy ecosystem, plus more policy news

Bill text.
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IRA on the mind – The renewable energy ecosystem is starting to really sound alarm bells about the November election and the risks of what they’re calling a “clean energy plan repeal” – e.g. scrapping IRA credits and carbon pollution rules.

  • Yesterday, the nonprofit E2 released a survey of industry leaders that found more than half would “lose business or revenue” from such a repeal and more than 20% would have to lay off employees.
  • Climate Power then sent out the survey in an email blast that read in big bold letters: “ICYMI: Business Leaders Say Repealing the Clean Energy Plan Would Lead to Mass Layoffs, Major Blow to Business.”
  • This is some classic Washington messaging prep clearly in the event of a less-than-favorable outcome in the election.

No Golden climate bill – However, if Kamala Harris and the Democrats do win in November, I’m bearish on the odds of another big piece of renewables stimulus passing through Congress next term.

  • That’s because of moderate Democrat Jared Golden of Maine, who said in a Politico profile yesterday that he would oppose his party moving to another piece of major climate legislation if they held power.
  • “I don’t want to talk about a climate bill,” Golden told the Beltway media outlet.
  • Given the odds of a major blue wave are exceedingly low, a Democratic majority would probably be thin – so thin that Golden would easily get his way.

Data center moratoriums – Energy demand for tech may be a driver of renewables development across the country, but data centers are starting to face moratoria fights of their own.

  • In Indiana, the activist group Citizens Action Coalition called for a state-wide ban on new data centers for artificial intelligence, arguing they waste electricity and no longer fit the budgetary boundaries of an existing state tax exemption on data centers.
  • The Coalition’s organizers include Ben Inskeep, who is also an analyst for energy consulting firm EQ Research.
  • It’s unclear whether this will fly with state policymakers as data center moratoriums so far have failed to get off the ground in the U.S.. Earlier this year a grassroots effort to restrict development in Loudon County, Virginia, flatlined.

Here’s what else we’re watching…

In Illinois, the Solar Energy Industries Association and American Clean Power are rallying behind comprehensive decarb stimulus legislation.

In Louisiana, voters going to the polls will decide whether to increase revenues from offshore energy – including wind – that go to coastal restoration.

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Hotspots

Fox News Goes After a Solar Farm

And more of this week’s top renewable energy fights across the country.

Map of U.S. renewable energy.
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1. Otsego County, Michigan – The Mitten State is proving just how hard it can be to build a solar project in wooded areas. Especially once Fox News gets involved.

  • Last week, the Michigan Department of Natural Resources said it wanted to lease more than 400 acres of undeveloped state-owned forestland for part of a much larger RWE Clean Energy solar project near the northern Michigan town of Gaylord.
  • Officials said they were approached by the company about the land. But the news sparked an immediate outcry, as state elected Republicans – and some Democrats – demanded to know why a forest would be cleared for ‘green’ energy. Some called for government firings.
  • Then came the national news coverage. On Friday, Fox News hosted a full four-minute segment focused on this one solar farm featuring iconoclastic activist Michael Shellenberger.
  • A few days later, RWE told the media it would not develop the project on state lands.
  • “[D]uring the development process, we conducted outreach to all landowners adjacent to the project location, including the Michigan Department of Natural Resources,” the company said in a statement to the Petoskey News-Review, adding it instead decided to move forward with leasing property from two private landowners.

2. Atlantic County, New Jersey – Opponents of offshore wind in Atlantic City are trying to undo an ordinance allowing construction of transmission cables that would connect the Atlantic Shores offshore wind project to the grid.

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Policy Watch

How to Solve a Problem Like a Wind Ban

And more of this week’s top policy news around renewables.

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1. Trump’s Big Promise – Our nation’s incoming president is now saying he’ll ban all wind projects on Day 1, an expansion of his previous promise to stop only offshore wind.

  • “They litter our country like paper, like dropping garbage in a field,” Trump said at a press conference Tuesday. “We’re going to try and have a policy where no windmills are built.”
  • Is this possible? It would be quite tricky, as the president only has control over the usage of federal lands and waters. While offshore wind falls entirely under the president’s purview, many onshore wind projects themselves fall entirely on state lands.
  • This is where the whole “wind kills birds” argument becomes important. Nearly all wind projects have at least some federal nexus because of wildlife protection laws, such as the Endangered Species Act and Migratory Bird Treaty Act.
  • Then there are the cables connecting these projects to the grid and interstate transmission projects that may require approval from the Federal Energy Regulatory Commission.
  • I’m personally doubtful he will actually stop all wind in the U.S., though I do think offshore wind in its entirety is at risk (which I’ve written about). Trump has a habit of conflating things, and in classic fashion, he only spoke at the press conference about offshore wind projects. I think he was only referring to offshore wind, though I’m willing to eat my words.

2. The Big Nuclear Lawsuit – Texas and Utah are suing to kill the Nuclear Regulatory Commission’s authority to license small modular reactors.

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Q&A

Are Anti-Renewables Activists Going Unchallenged?

A conversation with J. Timmons Roberts, executive director of Brown University’s Climate Social Science Network


J. Timmons Roberts
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This week’s interview is with Brown University professor J. Timmons Roberts. Those of you familiar with the fight over offshore wind may not know Roberts by name, but you’re definitely familiar with his work: He and his students have spearheaded some of the most impactful research conducted on anti-offshore wind opposition networks. This work is a must-read for anyone who wants to best understand how the anti-renewables movement functions and why it may be difficult to stop it from winning out.

So with Trump 2.0 on the verge of banning offshore wind outright, I decided to ask Roberts what he thinks developers should be paying attention to at this moment. The following interview has been lightly edited for clarity.

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