The Fight

Sign In or Create an Account.

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

Policy Watch

Trump’s Energy Direction: 5 Early Takeaways

And more on this week’s top policy and energy news.

Trump and wind.
Heatmap Illustration/Getty Images.

Trump’s energy direction – We’re far enough into the Trump 2.0 transition that I can offer a few specific insights having covered him the first go-around.

  1. Trump’s pick for Interior Secretary Doug Burgum indicates any form of energy or resource extraction prevalent in his state of North Dakota could be safe from the wrath of political meddling in permitting. That includes onshore wind and battery metals.
  2. Trump’s selection for Energy Secretary – gas CEO Chris Wright – indicates even more reason for optimism about mining given the heavy overlap between companies in historic fracking development and U.S. lithium industry growth.
  3. Trump’s EPA pick Lee Zeldin previously backed legislation to ease permitting for renewable energy, though I anticipate from his lack of agency leadership experience that he’ll be more deferential to political directions than a former governor or CEO.
  4. Cantor Fitzgerald CEO Howard Lutnick was chosen for the Commerce Department, which will dictate tariff proposals. Although Cantor Fitzgerald itself supports the “megatrend” that is the energy transition, I expect China hawkishness to prevail above fear of short-term impact on American renewables projects.
  5. Even with all this, you should expect the deputy picks to matter for solar and wind. Trump 1.0 began with figurehead agency leaders (Ryan Zinke at Interior, Scott Pruitt at EPA) and an empowered assistant administrator, who was usually a former lobbyist or ideologue. I’m anticipating the same here.

New hydrogen hub backing – The Energy Department has announced more than $2.2 billion in cost-sharing agreements with two more hydrogen hubs in the Midwest and Gulf Coast.

  • Both hubs appear to rely on both renewable energy and natural gas to get their jobs done. Given the uncertainty surrounding Trump’s views on hydrogen, it’s likely this move is intended to get out ahead of any effort to claw back funds from the infrastructure law and Inflation Reduction Act.

Here’s what else I’m watching…

A Virginia Circuit Court has struck down Governor Glenn Youngkin’s attempt to withdraw the state from the Regional Greenhouse Gas Initiative.

Massachusetts Governor Maura Healey signed new legislation creating new tax breaks and financing for offshore wind as she defiantly insists the industry will continue to grow during the Trump 2.0 era.

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
Spotlight

The National Park Service is Fighting a Solar Farm

A battle ostensibly over endangered shrimp in Kentucky

Mammoth Cave.
Heatmap Illustration/Library of Congress, Getty Images

A national park is fighting a large-scale solar farm over potential impacts to an endangered shrimp – what appears to be the first real instance of a federal entity fighting a solar project under the Trump administration.

At issue is Geenex Solar’s 100-megawatt Wood Duck solar project in Barren County, Kentucky, which would be sited in the watershed of Mammoth Cave National Park. In a letter sent to Kentucky power regulators in April, park superintendent Barclay Trimble claimed the National Park Service is opposing the project because Geenex did not sufficiently answer questions about “irreversible harm” it could potentially pose to an endangered shrimp that lives in “cave streams fed by surface water from this solar project.”

Keep reading...Show less
Yellow
Hotspots

Ben Carson vs. the Anti-Solar Movement

And more on the week’s most important conflicts around renewable energy.

The United States.
Heatmap Illustration/Getty Images

1. Dukes County, Massachusetts – The Supreme Court for the second time declined to take up a legal challenge to the Vineyard Wind offshore project, indicating that anti-wind activists' efforts to go directly to the high court have run aground.

  • The more worthwhile case to follow now is the Democratic state-led challenge to Trump’s executive order against offshore wind, which was filed earlier this week.
  • That lawsuit argues, among other things, that the order violated the Administrative Procedures Act and was “contrary to and in excess of” existing environmental and coastal energy leasing laws. One can easily assume the administration and Democratic states may take this case all the way to the high court depending how the federal district court judge rules in the case.

2. Brooklyn/Staten Island, New York – The battery backlash in the NYC boroughs is getting louder – and stranger – by the day.

Keep reading...Show less
Yellow
Q&A

Meet the Avatar Fan Fighting for Offshore Wind

A conservation with George Povall of All Our Energy

The May 8 interviewee.
Heatmap Illustration

Today’s chat is with George Povall, director of the All Our Energy pro-offshore wind environmental group. Povall – who told me he was inspired to be an environmentalist by the film Avatar – has for more than a decade been a key organizer on the ground in the Long Island area for supporting offshore wind development. But these days he spends a lot more time fighting renewables disinformation, going so far as to travel the community trying to re-educate people about this technology in light of the loud activism against it.

After the news dropped that states are suing to undo the Trump executive order against offshore wind, I wanted to chat with Povell about what environmentalists should do to combat the anti-renewables movement and whether there’s still any path forward for the industry he’s spent nearly a decade working to build as an activist.

Keep reading...Show less
Yellow