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Has Plug Power pulled the plug on its upstate New York facility?
In 2021, top elected officials in New York state promised that Plug Power, a nascent company in the growing hydrogen industry, would build a large hydrogen fuel production facility in the Buffalo-Rochester area. It was supposed to make the state an industry leader.
Today, the project is looking more like a warning sign about the perils of being a first-mover in the unproven hydrogen business.
It wasn’t supposed to be this way. Plug Power, an American hydrogen and fuel cell producer founded in 1997, believed it would capitalize on rising demand for the liquid fuel when it broke ground at its hydrogen production facility at Genesee County’s Science, Technology and Advanced Manufacturing Park in 2021, a project known colloquially as STAMP. Heavy polluting industries like steel and transportation were chomping at the bit to strike supply deals for hydrogen, a liquid fuel that produces no carbon when burned. And this New York plant would on paper be particularly attractive from a climate perspective: It would be powered by hydroelectric dams at Niagara Falls, offering a potential carbon reduction of an estimated 14,000 tons of CO2 per year. It would also be the largest project of its kind in the Northeast.
Three years later and the project appears to be on ice, according to a phone call recording between New York county officials and a real estate developer that was obtained by Heatmap News.
Construction stopped in January, per the call, as did work Plug Power promised to do on an electrical substation that will also power a neighboring semiconductor manufacturing plant. Now energy-hungry data center developers are bidding to pick up the substation work instead in exchange for a spot at STAMP and access to some of the remaining hydroelectricity, and county officials are looking at buying Plug Power’s electrical equipment.
It is unclear whether the hydrogen production plant will ever be completed.
“They’ve put things on hold and now we’re coming to pick up the pieces,” Chris Suozzi, an executive vice president at the Genessee County Economic Development Authority, told one bidder – PRP Real Estate Management – on a call last month. PRP taped the call and shared it with us after it was first reported by local news nonprofit InvestigativePost. Suozzi also said on the call: “They’re not ready to go. They’re on pause. We don’t know what’s going to happen with them at this point.”
The New York Plug Power plant’s problems should be familiar to anyone in the climate tech startup space but for the unfamiliar, the company’s rapid growth seems to have run headlong into struggles with cash. A year ago Plug Power said in an investor filing there was a “substantial” concern the company may not have “sufficient funds to fund [its] operations through the next 12 months.” So problematic are Plug’s financial woes that they’ve become a political target; after the Energy Department offered a $1.6 billion conditional loan commitment to Plug for building hydrogen production plants, Republicans in Congress called for an inspector general investigation into the move.
But the New York production facility won’t benefit from the potential loan either. We’ve learned from two sources familiar with the matter that the project is not included in its potential loan application currently pending before DOE.
Then there has been the rollout of the Inflation Reduction Act. Even though the project relies on carbon-free hydropower, it may not qualify for the IRA’s hydrogen production tax credit because of proposed requirements for fuel to rely on new renewable energy sources (known as “additionality”). This has been a major sticking point in implementation of the credit, and Plug Power is quoted in InvestigativePost last week linking the work stoppage at the production facility on waiting for the final regulation implementing the credit. This is even as the company uses the yet-to-be finalized credit in its financial analyses for other hydrogen facilities in operation today, like this one in Georgia.
Environmental justice issues have also been a drag on development. The native Tonawanda Seneca Nation is opposed to the entire industrial park because of the resulting impacts on wildlife, noise and the visual landscape. In April, the Fish and Wildlife Service revoked a necessary permit for a wastewater treatment pipeline that would be used by companies at the park.
Earthjustice attorney Alex Page – who is working with the Nation to fight the project – told me the tribe was told last year by the Energy Department that Plug Power had withdrawn the New York site from its loan application. The Nation will continue to fight the project and DOE’s loan financing to Plug Power on the chance that money could be reprogrammed to the industrial park. Page said: “The Nation remains very, very much opposed.”
We sent Plug Power multiple requests for comment as well as Suozzi. A representative for Plug Power declined to answer questions about the project. I got a text from a number listed for Suozzi asking to chat later, but I didn’t hear back before publication.
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The Nimbus wind project in the Ozark Mountains is moving forward even without species permits, while locals pray Trump will shut it down.
The state of Arkansas is quickly becoming an important bellwether for the future of renewable energy deployment in the U.S., and a single project in the state’s famed Ozark Mountains might be the big fight that decides which way the state’s winds blow.
Arkansas has not historically been a renewables-heavy state, and very little power there is generated from solar or wind today. But after passage of the Inflation Reduction Act, the state saw a surge in project development, with more than 1.5 gigawatts of mostly utility-scale solar proposed in 2024, according to industry data. The state also welcomed its first large wind farm that year.
As in other states – Oklahoma and Arizona, for example – this spike in development led to a fresh wave of opposition and grassroots organizing against development. At least six Arkansas counties currently have active moratoria on solar or wind development, according to Heatmap Pro data. Unlike other states, Arkansas has actually gone there this year by passing a law restricting wind development and requiring all projects to have minimum setbacks on wind turbines from neighboring property owners of at least 3.5-times the height of the wind turbine itself, which can be as far as a quarter of a mile.
But activists on the ground still want more. Specifically, they want to stop Scout Clean Energy’s Nimbus wind project, which appears to have evaded significant barriers from either the new state law or a local ordinance blocking future wind development in Carroll County, the project’s future home. This facility is genuinely disliked by many on the ground in Carroll County; for weeks now, I have been monitoring residents posting to Facebook with updates on the movements of wind turbine components and their impacts to traffic. I’ve also seen the grumbling about it travel from the mouths of residents living near the project site to conservative social media influencers and influential figures in conservative energy policy circles.
The Nimbus project is also at considerable risk of federal intervention in some fashion. As I wrote about a few weeks ago, Nimbus applied to the Fish and Wildlife Service for incidental take approval covering golden eagles and endangered bats throughout the course of its operation. This turned into a multi-year effort to craft a conservation plan in tandem with permitting applications that are all pending approval from federal officials.
Scout Clean Energy still had not received permission by the time FWS changed hands to Trump 2.0, though – putting not only its permit but the project itself in potential legal risk. In addition, activists have recently seized upon risks floated by the Defense Department during development around the potential for the turbines to negatively impact radar capabilities, which previously resulted in the developer planning towers of varying heights for the blades.
These risks aren’t unique to Nimbus. Some of this is a reflection of how wind projects are generally so large and impactful that they wind up eventually landing in a federal nexus. But in this particular case, the fact that it seemed nothing could halt this project made me wonder if Trump was on the minds of people in Carroll County, too.
That’s how I wound up on the phone with Caroline Rogers, a woman living on Bradshaw Mountain near the Nimbus project site, who told me she has been fighting it since she first learned about it in 2023. Rogers and I chatted for almost an hour and, candidly, I found her to be an incredibly nice individual. When I asked her why she’s against the wind farm, she brought up a bunch of reasons I couldn’t necessarily fault her for, like concerns about property values and a lack of local civil services to support the community if there were a turbine failure or fire at the site.
“I still pray every day,” she told me when I asked her about whether she wants an outside force – à la Trump – to come in and do something to stop the facility. “There have been projects that have been stopped for various reasons, and there have been turbines that have been taken down.”
One of the things Rogers hopes happens is that the Fish and Wildlife Service’s bird crackdown comes for the Nimbus project, which is under construction even as it’s unclear whether it’ll ever get the take permits under the Trump administration. “Maybe it can be more of an enforcement [action],” she told me. “I hope it happens.”
This is where Trump’s unprecedented approach to energy development – and the curtailment of it – would have to cross a new rubicon. The Fish and Wildlife Service has rarely exercised its bird protection enforcement abilities against wind projects because of a significant and recent backlog in the permitting process related to applications from the sector. Bill Eubanks, an environmental attorney who works on renewables conflicts, told me earlier this week that if a developer is told by the agency it needs a permit, then “they’re on notice if they kill an eagle.” But while enforcement powers have been used before, it is “not that common.”
Even Rogers knows intervention from federal species regulators would be a potentially unprecedented step. “It can never stop a project that I’ve seen,” she told me.
Yet if Trump were to empower FWS to go after wind projects for violating species statutes, it is precisely this backlog that would make projects like Nimbus a potential target.
“They got so many applications from developers, and each one takes so much staff time to finalize,” Eubanks told me. “Even before January 20, there was already a significant backlog.”
Scout Clean Energy did not respond to requests for comment. If I hear from them or the Fish and Wildlife Service, I will let you know.
And more on the week’s most important conflicts around renewable energy projects.
1. Newport County, Rhode Island – The Trump administration escalated its onslaught against the offshore wind sector in the past week … coincidentally (or not) right after a New England-based anti-wind organization requested that it do so.
2. Madison County, New York – Officials in this county are using a novel method to target a wind project: They’re claiming it’ll disrupt 911 calls.
3. Wells County, Indiana – A pro-solar organization is apparently sending mass texts to people in this county asking them to sign a petition opposing a county-wide moratorium on new projects.
4. Henderson County, Kentucky – Planning officials in this county have recommended a two-year moratorium on wind power, sending the matter to a final vote before the county fiscal court.
5. Monterey County, California – Uh oh, another battery fire in central California.
Chatting party polarization with League of Conservation Voters CEO Pete Maysmith.
For this week’s conversation I chatted with Pete Maysmith, CEO of the League of Conservation Voters. There’s no one I’d rather talk to at a moment when any conflict over a solar farm can turn into the equivalent of a heated political campaign. I wanted to know how LCV is approaching the way renewables are becoming more partisan and the insurgent rise of local opposition to project development. Thankfully, Maysmith was willing to take some time right before the Labor Day weekend to sit in my hot seat.
The following conversation has been lightly edited for clarity.
How is your organization attempting to counter the way support for renewable energy projects on the local level is becoming increasingly partisan?
I’m actually not as convinced that’s the case. There’s certainly some markers around it being partisan at times, but I also know there’s lots of polling that shows by far the most popular form of energy is solar. Wind is No. 2. Below that you start to get the fossil fuel forms of energy. I actually think there’s broad support.
That doesn’t mean it is always uncontroversial, but I think there’s a couple things that are really interesting about that. One, a lot of the anti-renewables sentiment falls into a follow-the-money category, in that there is funded opposition intentionally designed to foment opposition to things like offshore wind or sometimes solar facilities. It’s funded by fossil fuel interests — so yes, there’s opposition, but understanding where that springs from. And I think the second thing is that there is, I think, a real lack of full understanding among the public about the fact that renewable energy is the fastest and the cheapest form of energy to bring onto the grid right now. There’s probably a belief or an association that fossil fuels are cheaper. That’s simply not true.
I think that’s a reason to do effective public education — that as we deal with spiking electricity bills across the country, the most effective thing we can do to address it is to bring the fastest and the cheapest form of energy online.
But that doesn’t account for the fights I follow across the country. Those projects are tagged as being “Green New Deal” projects or satisfying some sort of “woke left” agenda. That sentiment very much exists. What do you do about that?
I think you just have to make the case that it’s the cheapest and the fastest form of energy. 93% of all energy brought onto the grid was wind, solar, and battery capacity because it’s the cheapest and the fastest to bring on. You can’t get gas turbines. Meanwhile, energy bills are spiking. Data centers are going in. Extreme storms … all of these things and more are causing demand to spike. What this means is you need more supply.
How we address this is to not say renewables are better than fossil fuels. We obviously think that from a climate perspective, but let’s not have that conversation first. Let’s start with a conversation about what is the cheapest and the fastest form of energy. We need people to understand that if you want to address rising energy prices, let’s use the cheapest and the fastest form of energy in terms of what to bring onto the grid.
For me, the next place I go is to these other concerns around renewable energy. What are you working on to address rising concerns around renewables and farmland, for instance?
I think that there’s lots of opportunity for renewable energy projects to be win-win in all sorts of ways. Look at the projects started under the Inflation Reduction Act. 80% of those were in Republican congressional districts. We had a running list for a while of Republican House members who voted against the IRA – a partisan bill, right? – who then went to ground-breakings and ribbon-cuttings and dirt-shovel events to celebrate battery plants opening and wind or solar facilities.
That doesn’t mean they’re all free of conflict. I’m not saying that. But there are a lot of places where Republicans were celebrating those very projects.
In terms of project by project, take offshore wind. A lot of our affiliates have done a lot of work in New England in localities to talk about the benefits of an offshore wind project. Does that mean 100% of the people always support it? No, of course not. But in lots of instances, we’ve developed a good broad base of support for offshore wind projects because of the jobs, because it creates revenue, and because solar and wind are the cheapest and fastest forms of energy to bring onto the grid.
I often hear about the need for more organizing at the grassroots and local level to get more support into county hearings and planning commission meetings. What are you doing about that?
One of the things I love the most about LCV is the work we do about our 33 affiliates. It’s the affiliates in many of the states with these projects happening that are deeply engaged. Sometimes that’s at the state legislative level to oppose bills that would stop renewables. Sometimes it’s at that level to help speed approval of renewables projects, which we fought for in Illinois. And sometimes it’s at the local level, including to stop efforts to block renewables siting. Our folks in New England have been organizing regionally for offshore wind, for example.