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Spotlight

New York’s Battery Backlash Catches Fire

Did a battery plant disaster in California spark a PR crisis on the East Coast?

battery
Heatmap Illustration

Battery fire fears are fomenting a storage backlash in New York City – and it risks turning into fresh PR hell for the industry.

Aggrieved neighbors, anti-BESS activists, and Republican politicians are galvanizing more opposition to battery storage in pockets of the five boroughs where development is actually happening, capturing rapt attention from other residents as well as members of the media. In Staten Island, a petition against a NineDot Energy battery project has received more than 1,300 signatures in a little over two months. Two weeks ago, advocates – backed by representatives of local politicians including Rep. Nicole Mallitokis – swarmed a public meeting on the project, getting a local community board to vote unanimously against the project.

According to Heatmap Pro’s proprietary modeling of local opinion around battery storage, there are likely twice as many strong opponents than strong supporters in the area:

Staten Island polling.Heatmap Pro

Yesterday, leaders in the Queens community of Hempstead enacted a year-long ban on BESS for at least a year after GOP Rep. Anthony D’Esposito, other local politicians, and a slew of aggrieved residents testified in favor of a moratorium. The day before, officials in the Long Island town of Southampton said at a public meeting they were ready to extend their battery storage ban until they enshrined a more restrictive development code – even as many energy companies testified against doing so, including NineDot and storage developer Key Capture Energy. Yonkers also recently extended its own battery moratorium.

This flurry of activity follows the Moss Landing battery plant fire in California, a rather exceptional event caused by tech that was extremely old and a battery chemistry that is no longer popular in the sector. But opponents of battery storage don’t care – they’re telling their friends to stop the community from becoming the next Moss Landing. The longer this goes on without a fulsome, strident response from the industry, the more communities may rally against them. Making matters even worse, as I explained in The Fight earlier this year, we’re seeing battery fire concerns impact solar projects too.

“This is a huge problem for solar. If [fires] start regularly happening, communities are going to say hey, you can’t put that there,” Derek Chase, CEO of battery fire smoke detection tech company OnSight Technologies, told me at Intersolar this week. “It’s going to be really detrimental.”

I’ve long worried New York City in particular may be a powder keg for the battery storage sector given its omnipresence as a popular media environment. If it happens in New York, the rest of the world learns about it.

I feel like the power of the New York media environment is not lost on Staten Island borough president Vito Fossella, a de facto leader of the anti-BESS movement in the boroughs. Last fall I interviewed Fossella, whose rhetorical strategy often leans on painting Staten Island as an overburdened community. (At least 13 battery storage projects have been in the works in Staten Island according to recent reporting. Fossella claims that is far more than any amount proposed elsewhere in the city.) He often points to battery blazes that happen elsewhere in the country, as well as fears about lithium-ion scooters that have caught fire. His goal is to enact very large setback distance requirements for battery storage, at a minimum.

“You can still put them throughout the city but you can’t put them next to people’s homes – what happens if one of these goes on fire next to a gas station,” he told me at the time, chalking the wider city government’s reluctance to capitulate on batteries to a “political problem.”

Well, I’m going to hold my breath for the real political problem in waiting – the inevitable backlash that happens when Mallitokis, D’Esposito, and others take this fight to Congress and the national stage. I bet that’s probably why American Clean Power just sent me a notice for a press briefing on battery safety next week …

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Spotlight

Battery Developers Are Feeling Bullish on Mamdani

NineDot Energy’s nine-fiigure bet on New York City is a huge sign from the marketplace.

Battery installation.
Heatmap Illustration/NineDot Energy, Getty Images

Battery storage is moving full steam ahead in the Big Apple under new Mayor Zohran Mamdani.

NineDot Energy, the city’s largest battery storage developer, just raised more than $430 million in debt financing for 28 projects across the metro area, bringing the company’s overall project pipeline to more than 60 battery storage facilities across every borough except Manhattan. It’s a huge sign from the marketplace that investors remain confident the flashpoints in recent years over individual battery projects in New York City may fail to halt development overall. In an interview with me on Tuesday, NineDot CEO David Arfin said as much. “The last administration, the Adams administration, was very supportive of the transition to clean energy. We expect the Mamdani administration to be similar.”

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Hotspots

A Solar Fight in Wild, Wild Country

The week’s most notable updates on conflicts around renewable energy and data centers.

The United States
Heatmap Illustration/Getty Images

1. Wasco County, Oregon – They used to fight the Rajneeshees, and now they’re fighting a solar farm.

  • BrightNight Solar is trying to build a giant solar farm in the rural farming town of Deschutes, Oregon. Except there’s just one problem: Rated as a 82 out of 100 for risk by Heatmap Pro, the county is a vociferously conservative agricultural area known best as the site of the Netflix documentary Wild, Wild Country. Despite the fact the project is located miles away from the town, the large landowners surrounding the facility’s proposed location are vehemently opposed to construction, claiming it would be built “right on top of them.” (At least a cult isn’t poisoning the food this time.)
  • An activist group called Save Juniper Flat published an open letter to Donald Trump’s Agriculture Department stating that it’s located on land designated as “exclusive” for farming, and that the agency should conduct “awareness, oversight, and any assistance” to ensure the property “remains truly protected from industrialization – not just on paper, more importantly in reality.” It’s worth stating that BrightNight claims the project is intentionally sited on less suitable farmland.
  • The group did not respond to a request for comment about whether the letter was also provided directly to the agency, but one must reasonably assume they are seeking its attention.

2. Worcester County, Maryland – The legal fight over the primary Maryland offshore wind project just turned in an incredibly ugly direction for offshore projects generally.

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Q&A

Can an Algorithm Solve Data Centers’ Power Problem?

A conversation with Adib Nasle, CEO of Xendee Corporation

The Q&A subject.
Heatmap Illustration

Today’s Q&A is with Adib Nasle, CEO of Xendee Corporation. Xendee is a microgrid software company that advises large power users on how best to distribute energy over small-scale localized power projects. It’s been working with a lot with data centers as of late, trying to provide algorithmic solutions to alleviate some of the electricity pressures involved with such projects.

I wanted to speak with Nasle because I’ve wondered whether there are other ways to reduce data center impacts on local communities besides BYO power. Specifically, I wanted to know whether a more flexible and dynamic approach to balancing large loads on the grid could help reckon with the cost concerns driving opposition to data centers.

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