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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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Spotlight

I Spent the Day At a Noisy Data Center. Here’s What I Learned.

Noise ordinances won’t necessarily stop a multi-resonant whine from permeating the area.

A data center.
Heatmap Illustration/Getty Images

What did you do for Earth Day this year? I spent mine visiting a notoriously loud artificial intelligence campus in Virginia’s Data Center Alley. The experience brought home to me just how big a problem noise can be for the communities adjacent to these tech campuses – and how much further local officials have to go in learning how to deal with them.

The morning of April 22, I jumped into a Toyota Highlander and drove it out to the Vantage VA2 data center campus in Sterling, Virginia, smack dab in the middle of a large residential community. The sensation when I got out of the car was unignorable – imagine an all-encompassing, monotonous whoosh accompanied by a low rumble you can feel in your body. It sounds like a jet engine that never stops running or a household vacuum amplified to 11 running at all hours. It was rainy the day I visited and planes from nearby Dulles International Airport were soaring overhead, but neither sound could remotely eclipse the thudding, multi-resonant hum.

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Hotspots

Wind Dies in New Jersey, Solar Lives in Alabama

Plus more of the week’s biggest project development fights.

Wind Dies in New Jersey, Solar Lives in Alabama
Heatmap Illustration/Getty Images

New Jersey – Crucial transmission for future offshore wind energy in New Jersey is scrapped for now.

  • The New Jersey Board of Public Utilities on Wednesday canceled the agreement it reached with PJM Interconnection in 2021 to develop wires and a substation necessary to send electricity generated by offshore wind across the state.
  • The state terminated this agreement because much of New Jersey’s expected offshore wind capacity has either been canceled by developers or indefinitely stalled by President Donald Trump, including the now-scrapped TotalEnergies project scrubbed in a settlement with his administration.
  • “New Jersey is now facing a situation in which there will be no identified, large-scale in-state generation projects under active development that can make use of [the agreement] on the timeline the state and PJM initially envisioned,” the board wrote in a letter to PJM requesting termination of the agreement.
  • Wind energy backers are not taking this lying down. “We cannot fault the Sherrill Administration for making this decision today, but this must only be a temporary setback,” Robert Freudenberg of the New Jersey and New York-focused environmental advocacy group Regional Plan Association, said in a statement released after the agreement was canceled.
  • The only question mark remaining is whether this means the state will try to still proceed with building any of the transmission given rising electricity demand and if these plans may be revisited at a later date. Of course, anything related to offshore wind will be conditional on the White House.

Montgomery County, Alabama – A statewide solar farm ban is dead for now after being blocked by lawmakers who had already reduced its scope.

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Q&A

Why PJM Is ‘A Conveyor Belt Heading Into a Volcano’

Chatting with the Mid-Atlantic Renewable Energy Coalition’s Evan Vaughan.

The Q&A subject.
Heatmap Illustration/Getty Images

This week’s conversation is with Evan Vaughan, executive director of the Mid-Atlantic Renewable Energy Coalition. The trade group is at the center of things right now, representing many of the 13 states in the PJM Interconnection region, including power-hungry Virginia. MAREC reached out to me so we could talk about how it sees various energy trends, from the rise of a new transmission build-out to the resilience of renewable energy in the Trump 2.0 era.

The following conversation was lightly edited for clarity.

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