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Policy Watch

Tariffs Hit Solar Cells

And more of the week’s biggest news in clean energy policy.

Solar Panels
Unsplash/Heatmap

1. Seasons change, tariffs stay the same – The Biden administration is putting a duty on solar cells from four South Asian countries believed to be pass-throughs for Chinese imports: Cambodia, Malaysia, Thailand, and Vietnam.

  • The tariffs range wildly from less than 1% to almost 300%. Impacted companies include Jintek, Hanwha Q Cells (a.k.a. Qcells), JinkoSolar, and Trina Solar.
  • What this’ll mean: developers wrestling with pricier imported cells from some of the most popular sources.
  • These tariffs resulted from an anti-dumping case filed by an alliance of U.S. solar manufacturers including First Solar, Convalt Energy, REC Silicon, and, ironically, also Qcells.

2. New money for new nuclear – The Energy Department yesterday finalized over $2.8 billion in loans and grants to restart the Palisades nuclear plant in Michigan.

  • The plant – to be operated by Holtec – shut down in 2022 which means, as reports indicate, it shouldn’t take long to recommission and could be re-operational by next year.
  • Nuclear Energy Institute CEO Maria Korsnick told me earlier this year over pasta that she was vying for more direct investments to individual projects, partially to make it harder to repeal Inflation Reduction Act programs.

3. California is so silly sometimes – A judge has temporarily halted a California rule that would’ve stopped some solar developers in the state from building battery storage.

  • California’s contractor licensing board had set forth regulation effective Oct. 1 stopping solar equipment workers from installing or maintaining batteries beyond 80 kWH (which… is obviously not a lot of power).
  • The regulation will now be suspended until a legal challenge from solar and battery storage companies can be resolved.

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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?

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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.

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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.

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