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Q&A

Just Having Fun at RE+ Edition

Talking with the director of the Energy Department’s Solar Energy Technologies Office, the CEO of Empact Technologies, and more

Jael at RE+
Heatmap Illustration.

This week I’m in Anaheim wandering the halls of RE+ for the first time. It’s been a thrill to learn about the cavalcade of companies working on the frontlines of the energy transition. I’ll have a LOT more to say about my trip in next week’s edition of The Fight. But during my first day there I decided to ask a few impressive individuals to sit in my hot seat. Here’s what they said!

Becca Jones-Albertus – Director of the Energy Department’s Solar Energy Technologies Office

  • Does the federal government’s neutrality on what U.S. regions are best for renewables help or hurt the energy transition, given how many competing interests are at play? “I think for our country it helps. It provides more opportunities for local areas to engage and take charge of their own futures. The clean energy transition doesn’t depend on whether we develop a plan in [one] particular area. That means there are more communities that can engage, can push for benefits for those systems. There’s more room and opportunity there.”

Kevin Diau – CEO of 1Climate, an AI permitting assistance tool

  • Can AI help with NIMBY problems? “I think AI can make it easier to understand where all those regulations are that exist. But I think that a lot of the challenges when it comes to people having NIMBY conflicts, that’s a lot of interpersonal dynamics that AI can’t necessarily address head on. I think developers still have these NIMBY challenges from people in the community.”

Charles Dauber – CEO of Empact Technologies, policy consulting firm

  • What’s the question you’ve been asked most about the IRA at RE+? “Even though the IRA’s been around for like, two years, it turns out given safe harbor last year, many companies didn’t have to deal with this until now. So we’re just now starting to get questions about dealing with prevailing wage and apprenticeship compliance requirements. We see that probably from 70% of the people that walk up here: How do I go do this? I’m getting requirements from my investors that want to prove we’re going to be compliant with these requirements.

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Spotlight

The Real vs. Imagined Problems with Data Centers’ Water Use

How much water is too much?

Water, a data center, and a protester.
Heatmap Illustration/Getty Images

The data center water issues are real – but they aren’t what you think.

Too often, I hear people say the number one reason they’re against data center development is water use. Heatmap’s data shows water consumption is historically the reason cited most often by activists when opposing projects. This complaint, they often say, is rooted in the fear that this nascent buildout of AI infrastructure will simply draw so much H2O it will leave little liquid left for the rest of us.

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Hotspots

Texas Is the Eye of the Bipartisan Data Center Hurricane

And more of this week’s biggest news around project fights.

The United States.
Heatmap Illustration/Getty Images

1. Matagorda County, Texas – The bipartisan data center backlash is now so powerful that a top Republican Texas state official is doing an event with the Democrat vying to replace him.

  • On Thursday afternoon, outgoing Republican agriculture commissioner Sid Miller and Democratic candidate Clayton Tucker are marqueeing a forum hosted by Matagorda County Against Data Centers, an opposition group that appears to also monitor solar and battery storage for potential opposition, too. Miller is leaving his post at the end of the year after being defeated in a GOP primary by Nate Sheets, who was supported by Gov. Greg Abbott.
  • This bipartisan forum will take place after Abbott himself called for new laws and regulations on data centers in a letter to Texas Public Utility Commission Chair Thomas Gleeson and ERCOT CEO Pablo Vegas. Abbott said he’d push to require data centers to pay costs for electric infrastructure and use “water-efficient technologies such as closed-loop cooling systems.” Also on the to-do list? Mandatory property setbacks and noise reduction.
  • It’s becoming clear the frustrations against AI infrastructure and associated energy projects are starting to boil without a vent. The first county to issue a data center moratorium in Texas has withdrawn the effort after facing a $100 million lawsuit from a developer, and other counties are delaying future moratoria on fears of legal risks. Where will all of this frustration go without the option to pause development locally?
  • We’re starting to see Texas legislators seek to channel this anger. Last week, Rep. Veronica Escobar – a Democrat who represents the dry, data center-anxious city of El Paso – offered an amendment in a House committee to block funding for the EPA’s new data center construction rules. The amendment failed but I’d hardly be surprised to see this sort of rider gain traction if Democrats retake the lower chamber, especially if data centers are a major election issue.

2. Albany County, New York – As we await Gov. Kathy Hochul’s decision on whether to enact the nation’s first statewide moratorium on data centers, I wanted to bring up some pretty crucial facts about the situation in the Empire State.

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Q&A

One Investor’s Climate ‘Realism’ In the Data Center Era

A conversation with Craig Lawrence of Energy Transition Ventures

The Q&A subject.
Heatmap Illustration

This week’s conversation is one of my favorites so far – Craig Lawrence of Energy Transition Ventures. Lawrence has been around the block and back again when it comes to the cleantech investment landscape. So I took note when he got into a brief back-and-forth with an activist fighting data centers in Indiana who claimed there were “so many clean energy people who no longer care about climate change” because they “now support fossil fuel data centers if some nominal amount is met with clean energy.”

Lawrence replied, “Some of us are simply realists.”

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