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Policy Watch

Washington Goes Wild, Wyoming Pipelines Win

And more of the week’s top policy news around renewable energy.

Burgum and Musk
Heatmap Illustration/Getty Images

Catching Up With the Trumps – You’d be forgiven if you’ve been confused by the news firehose that has been the early days of Trump 2.0. Here’s a quick breakdown of what matters most for developers…

  • DOE Secretary Chris Wright last night issued his first order decrying net-zero but supporting nuclear and hydropower energy generation. Unlike Trumpian comms, Wright’s order did not decry wind or solar energy.
  • Interior Secretary Doug Burgum issued his own flurry of orders earlier this week that open doors to lots more public lands going to resource extraction. Given the situation at BOEM and what we’re hearing is happening at the Fish and Wildlife Service, the jury’s still out on whether his entry into Interior will ease any permitting hardships for renewable energy.
  • At the EPA, crucial funding for renewables and other decarb projects remains on ice. Oh, and they’ve gutted the environmental justice office. It is unclear how any of this will impact permitting, though.
  • The next shoe we’re waiting to drop? Changes to IRA tax guidance from the Treasury Department, which has begun to pull back from promoting ESG in the investor community.
  • For these reasons, I believe it is worth it for anyone in the developer space to be watching how Elon Musk and his Department of Government Efficiency interact with agencies overall, from any reductions in permitting staff size to changes in Treasury’s payment systems, which govern subsidies.

We’re Watching Wyoming – Business groups successfully killed an effort in Wyoming to inhibit eminent domain powers in the name of stopping CO2 pipelines.

  • Republican lawmakers had introduced legislation undercutting state regulations laying the groundwork for CO2 pipeline construction, targeting Governor Mark Godron’s support for an “all of the above” approach to energy that has room for decarb strategies preferred by the oil and gas sector.
  • But the bills have floundered amidst opposition from mining as well as coal interests who say they’ve invested too much in CO2 capture to turn back now, according to the news outlet WyoFile.
  • This is the most optimistic case study I can possibly point to that laws like the Inflation Reduction Act could stick around in a fully GOP federal government. Industry’s invested quite a bit. Guess we’ll see soon if Washington is like Wyoming.
  • Republican lawmakers had introduced legislation undercutting state regulations laying the groundwork for CO2 pipeline construction, targeting Governor Mark Godron’s support for an “all of the above” approach to energy that has room for decarb strategies preferred by the oil and gas sector.
  • But the bills have floundered amidst opposition from mining as well as coal interests who say they’ve invested too much in CO2 capture to turn back now, according to the news outlet WyoFile.
  • This is the most optimistic case study I can possibly point to that laws like the Inflation Reduction Act could stick around in a fully GOP federal government. Industry’s invested quite a bit. Guess we’ll see soon if Washington is like Wyoming.

Oh, and local control legislation in Virginia we’ve told you about has failed to advance in the Senate.


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Hotspots

One Wind Farm Dies in Kansas, Another One Rises in Massachusetts

Plus more of the week’s top fights in data centers and clean energy.

The United States.
Heatmap Illustration/Getty Images

1. Osage County, Kansas – A wind project years in the making is dead — finally.

  • Steelhead Americas, the developer behind the Auburn Harvest Wind Project, announced this month that it would withdraw from its property leases due to an ordinance that outright bans wind and solar projects. The Heatmap Pro dashboard lists 34 counties in Kansas that currently have restrictive ordinances or moratoria on renewables, most of which affect wind.
  • Osage County had already denied the Auburn Harvest project back in 2022, around when it passed the ban on new wind and solar projects. The developer’s withdrawal from its leases, then, is neither surprising nor sudden, but it is an example of how it can take to fully kill a project, even after it’s effectively dead.

2. Franklin County, Missouri – Hundreds of Franklin County residents showed up to a public meeting this week to hear about a $16 billion data center proposed in Pacific, Missouri, only for the city’s planning commission to announce that the issue had been tabled because the developer still hadn’t finalized its funding agreement.

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Q&A

Why Renewables Beat Fossil Fuels for Data Centers

Talking with Climate Power senior advisor Jesse Lee.

Jesse Lee.
Heatmap Illustration

For this week's Q&A I hopped on the phone with Jesse Lee, a senior advisor at the strategic communications organization Climate Power. Last week, his team released new polling showing that while voters oppose the construction of data centers powered by fossil fuels by a 16-point margin, that flips to a 25-point margin of support when the hypothetical data centers are powered by renewable energy sources instead.

I was eager to speak with Lee because of Heatmap’s own polling on this issue, as well as President Trump’s State of the Union this week, in which he pitched Americans on his negotiations with tech companies to provide their own power for data centers. Our conversation has been lightly edited for length and clarity.

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Spotlight

Data Center Support Plummets in Latest Heatmap Pro Poll

The proportion of voters who strongly oppose development grew by nearly 50%.

A data center and houses.
Heatmap Illustration/Getty Images

During his State of the Union address Tuesday night, President Donald Trump attempted to stanch the public’s bleeding support for building the data centers his administration says are necessary to beat China in the artificial intelligence race. With “many Americans” now “concerned that energy demand from AI data centers could unfairly drive up their electricity bills,” Trump said, he pledged to make major tech companies pay for new power plants to supply electricity to data centers.

New polling from energy intelligence platform Heatmap Pro shows just how dramatically and swiftly American voters are turning against data centers.

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