The Fight

Sign In or Create an Account.

By continuing, you agree to the Terms of Service and acknowledge our Privacy Policy

Policy Watch

Time for Tariffs and Permitting Reform?

A look at federal and state policy battles over the past week

Factory illustration.
Getty Images / Heatmap illustration

Tariffs time, baby – All eyes are on the U.S. Trade Representative after the Biden administration locked in 100% tariffs on Chinese electric vehicle imports effective in a week and a half, and determined up next are a 50% tariff on solar cells and 25% tariff on steel, aluminum, EV batteries and transition metals.

  • Before the duty news came down, walking around RE+ last week, I was honestly surprised at the sheer number of Chinese manufacturers with convention showroom booths, from EV company BYD to companies like Gotion that have riled up lawmakers in D.C. It was a charm offensive.
  • If Ford executives are to be believed, China could still play a role in the future of the U.S. automotive industry. But that being said, I have my doubts U.S. trade policy will change on EV and solar supply chains given the big lobbying spend from domestic manufacturers and mining companies in Washington.

Permit time, time permitting – Lots of hay is being made of permitting reform back in D.C., where congressional Republicans have revived legislative efforts to overhaul the National Environmental Policy Act and Endangered Species Act.

  • Action lately has largely taken place in the House Natural Resources Committee, which oversees land use issues. The committee held a hearing on legislation to modify NEPA implementation last week. Its chair Bruce Westerman also introduced legislation that would change federal species preservation.
  • These bills go much further than the bipartisan permitting compromise reached in the Senate, which focuses on judicial review, fossil fuel leasing, and renewable energy timelines.
  • I’ll say this with all the painful confidence of someone who covered Congress for far too long: some centrists have applauded the bills but they’re DOA – especially if Kamala Harris wins the November presidential election. That’s simply because the math for radically changing NEPA just isn’t there, and doubly so for wildlife protection law.

Maine’s offshore wind – The Bureau of Ocean Energy Management announced it’ll officially hold the first offshore wind lease sale on Maine waters on Oct. 29.

  • It is widely expected that for offshore wind in the Gulf of Maine to succeed it must consist of floating turbines to accommodate concerns from the state’s politically powerful fishermen.
  • BOEM issued a research lease for a floating offshore wind pilot project last month to the University of Maine for studying the technology.

Transformers, too – A White House-led infrastructure policy committee recommended the federal government should create a “virtual reserve” of transformers for energy security.

  • The recommendations note a growing wait time for procuring transformers for the grid and note physical products wouldn’t be necessary. Instead, it says the government needs ample data on what’s in stock domestically and the capacity to offer pricing support to businesses for purchasing transformers and products in the supply chain.

Here’s what else I’m watching…

  • The Treasury Department this morning proposed wide eligibility parameters for the IRA electric vehicle charging station credit.
  • House Speaker Mike Johnson said congressional Republicans may preserve some IRA credits if the GOP maintains control of Congress next year. He didn’t say which credits, though I took a stab at predicting which would stay over the summer.
  • Fresh off his op-ed for Heatmap, former White House National Economic Council head Brian Deese authored a new report on building out advanced transmission.
Climate activists are urging the Federal Energy Regulatory Commission to reverse its approval of the Southeast Energy Exchange Market, a regional energy trading platform.

This article is exclusively
for Heatmap Plus subscribers.

Go deeper inside the politics, projects, and personalities
shaping the energy transition.
To continue reading
Create a free account or sign in to unlock more free articles.
or
Please enter an email address
By continuing, you agree to the Terms of Service and acknowledge our Privacy Policy
Q&A

Senator John Hickenlooper on Renewable Energy in a Trump 2.0 Era

A conversation with Colorado's junior senator on the 2024 election, permitting reform, and what might happen with the IRA.

Hickenlooper.
Heatmap Illustration

This week we’re talking to Senator John Hickenlooper of Colorado who joined me yesterday at Heatmap’s Election Post-Game event in Washington, D.C., for a spirited chat about the 2024 election, permitting, and support for renewable energy in a Trump 2.0 era. We also talked about beer and The Fray, but we’ll spare you those details. The following is an abridged version of our conversation.

So you’ve said in your time in the Senate there needs to be a “business plan” for climate change. What’s the business plan now that Trump is going to be president again?

Keep reading...Show less
Policy Watch

Nothing Is Safe from Trump

The week’s top news around renewable energy policy.

Trump.
Heatmap Illustration/Getty Images

1. Forget about the IRA – As the dust has settled post-election, it’s becoming clearer far more than the IRA is at stake in the coming Trump 2.0 administration – namely, whether what people expect in the normal course of governing will resume at all.

  • Case in point: Massachusetts electeds just learned they will not be able to complete talks on new offshore wind procurement contracts until after Trump takes office. Will any of these projects even be able to pursue federal permits?
  • Or take statutes and agencies once considered sacrosanct. Overnight, The Washington Post reported Trump may seek to unilaterally cut programs with expired authorizations. That includes the Energy Policy Act of 2005 – and the statute creating NOAA.
  • I covered Trump from the day he was sworn in, with most of my time spent in Congress. And I’ve kept tabs with some in his braintrust over the years. So I can tell you confidently: expect the unexpected, and don’t count on your permits.

2. Money and time – Biden agencies are (predictably) starting to get rules out the door to wrap up whatever they can before Trump takes office.

Keep reading...Show less
Hotspots

The Renewable Energy Project Trump Might Kill on Day 1

And more news on the biggest conflicts around renewable energy projects.

Map.
Heatmap Illustration

1. Magic Valley, Idaho – Sen. Jim Risch, one of the state’s loudest opponents of the Lava Ridge wind farm, said he believes Donald Trump will stop the project on Day 1.

  • In a newly-aired interview with TV outlet KTVB, Risch said the matter has been presented to the incoming president and that the proposal from LS Energy would be targeted by an order similar to Biden’s stopping the Keystone XL oil pipeline.
  • “When Biden took office, he walked in there [and] signed an executive order and that was the end of the Keystone pipeline. When Donald Trump walks into that president’s room, waiting for him is going to be a keystone pipeline-like executive order that says Lava Ridge ain’t no more.”
  • Lava Ridge has faced fierce backlash for a long time, for cultural and environmental reasons. That’s why we at Heatmap put it at the very top of our list of 10 at-risk projects to watch in the energy transition.
  • The Bureau of Land Management released a federal environmental review for Lava Ridge in June and it sliced the project’s scope in half, from 400 turbines to a little north of 200. The next and final step would be a record of decision formally approving it but it’s unclear when – or if – the record of decision for the wind project may be released before Trump leaves office.
  • Keep an eye out for more reporting on this potential move.

2. Hardin County, Kentucky – Lightsource, a subsidiary of bp, is going to the mat against a chapter of prominent anti-renewables network Citizens for Responsible Solar over a project in the small Kentucky city of Elizabethtown.

Keep reading...Show less