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Will this renewable energy powerhouse become the first state to ban renewable energy?

There’s a nascent, concerted effort to make Oklahoma the first state to ban new renewable energy projects. And it’s picking up steam.
Across the U.S., activism against wind and solar energy has only grown in intensity, power, and scope in tandem with the recent renewables boom. This is in direct contrast to hopes many in the climate movement had that these technologies would become more popular as they entered communities historically hostile to the idea of switching away from fossil fuels. If anything, grassroots angst toward the energy transition has only surged in many pockets of the country since passage of the nation’s first climate law – Inflation Reduction Act – in 2022.
Nowhere is this more true than Oklahoma, which on paper resembles a breadbasket of possibilities for the “green” economy. Oklahoma is the nation’s third largest generator of wind energy, home to a burgeoning solar energy sector, a potential hydrogen hub, and maybe even the nation’s first refinery for cobalt, a rare metal used in electric vehicles. Yet yesterday, hundreds of people flocked to Oklahoma City, filled a giant hall in the state’s capitol building to the brim, and rallied for the state’s governor Kevin Stitt to issue an executive order to stop new wind and solar energy facilities from being built.
“Welcome Oklahoma, for braving the cold out there into this very warm and receiving Capitol. And y’know what? Our warmth today was not brought to us by green energy,” Oklahoma Attorney General Gentner Drummond told the rally audience.
It’s exceedingly likely these folks won’t get an executive order any time soon. Oklahoma Republican governor, Kevin Stitt, has embraced these technologies as job creators. “Oklahoma is an oil and gas state through and through, but we also generate about 47% of our electricity from renewable sources,” he wrote on X in August. “I just don’t think the government should pick winners and losers or force us to choose between one or the other.” Weeks ago, he signed a memorandum of understanding between the state and the nation of Denmark to collaborate more on wind energy.
But the political gusts are blowing in the direction of a ban. Exhibit A: Drummond, who it’s rumored may run to replace Stitt and who at the rally pledged to work with legislators to pass a bill ending the deal with “quasi-socialist” Denmark. The rally also featured Oklahoma’s Education Secretary Ryan Walters, whose name has also been included in gubernatorial chatter.
This uprising in Oklahoma has been happening for quite some time, without much fanfare due to a persistent and pernicious news desert problem in the state (and many others). Like other states, it is becoming more commonplace for towns and counties there to face pressure to support moratoriums against developing new projects, and GOP lawmakers are also increasingly facing primaries over offering any support to wind or solar energy, or even just remaining neutral on whether projects get built. One such casualty in the last election cycle was Kevin Wallace, the GOP chair of the Appropriations and Budget Committee in the statehouse, who was dethroned by a political newcomer – Jim Shaw, who ran heavily on anti-renewables policies, including a statewide moratorium.
“It’s a groundswell,” said Pam Kingfisher, an environmental activist in northeast Oklahoma. Kingfisher is a Democrat but she has her own concerns with the environmental impacts that wind turbines could have in her community, the town of Kansas. So she’s grateful for this uprising.
“They’re attacking their own people and being very effective and I’m standing back going, ‘hey yes, take them on.’”
Suffice it to say, these activists feel emboldened by the primary wins and Trump’s election. Charity Linch, chair of the Oklahoma chapter of the Republican National Committee, told me she doesn’t believe the “pro-renewable Republican” will exist much longer in the state.
“I don’t believe that’s going to continue in Oklahoma,” Linch told me. “If they haven’t figured it out yet, they will very soon.”
Linch is the proud founder of Freedom Brigades, a grassroots network of activists with members in several states. The Freedom Brigade chapters for two counties conflicted over wind – McIntosh and Pittsburg – were instrumental in organizing the rally. Linch said Freedom Brigades also helped support some of the successful primary challengers in this past election cycle, and that her members were partially responsible for the Oklahoma GOP censuring Sen. James Lankford last year over a bipartisan border deal in Congress – causing the bill to die.
From talking to Linch, it’s clear to me that renewable developers should pay close attention to the Oklahoma uprising. So should Washington, because as talk in Congress proceeds toward changing the Inflation Reduction Act, rest assured some of these people will contact their members of Congress when the time comes. And you should expect the same from the myriad of anti-renewables activists in other states fighting solar and wind projects in their own backyards.
Getting Red In The Face
Why is this rebellion happening in Oklahoma? Well, if you ask Oklahomans, they’ll count the reasons.
Activists involved in planning the rally told me the biggest reason for the uproar was that solar and wind projects aren’t bringing the ample jobs developers and policymakers promise, making their presence in communities more difficult to stomach. Others point to environmental concerns, from the impacts these projects can have on species to the chemicals used to make them. Like Saundra Traywick, a donkey farmer who attended the rally and author of a Change.org petition supporting a state renewables ban that has more than 3,000 signatures. The petition claims wind turbines present “hazards to the health, safety, and welfare of the people.”
“They resort to calling us names instead of listening to us,” Traywick told me. “None of us wanted to get involved in any of this. We didn’t want to be involved in politics. These are farmers that are dealing with freezing temperatures,” referencing the temperature outside the rally.
There’s a serious issue of tribal opposition, given a 2020 Supreme Court ruling that found nearly half of all lands in Oklahoma fall under some form of tribal sovereignty. As Heatmap’s Matthew Zeitlin explained last year, this means developers may also need to get mineral rights approvals from tribal government bodies. Two weeks ago, a federal judge ordered the removal of 84 wind turbines on those grounds, stating the developer Enel Green Power failed to get adequate permission from the Osage Nation.
Some involved in this push for a renewables ban are also open about another rationale: They want to help oil and gas production, a key source of employment in the state.
“Why are we as a state being forced to fund our own demise essentially, with our federal taxpayer dollars, to prop up an industry that’s literally killing the backbone industry of our state, which is oil and gas?” Shaw said on Breitbart’s Conservative Review podcast in December.
To anyone who believes, as the vast majority of scientists say, that climate change is real and to avert catastrophe we must quickly build an energy grid that produces far fewer carbon emissions, these may all look like terrible reasons.
But if you don’t believe that climate change is real, or you believe it’s an overrated problem… renewables are just a much harder sell.
“Most of us do not believe we need to reduce our CO2 to begin with,” NeAnne Clinton, an activist fighting a large NextEra solar-plus-battery project in Garfield County, Oklahoma, told me. “We know that it’s a scam and we don’t support it. And we don’t support using our taxpayer money for something that we didn’t have a voice in.”
Cheyenne Branscum, chair of Sierra Club’s Oklahoma chapter, told me it is difficult for supporters of renewable energy to counter this insurgent populist movement against the sector. Part of the dilemma is that environmental activism itself is seen by many of the state’s most red-blooded Republicans as a “radical” act, so if climate advocates were to organize counter protests it would likely backfire. When asked how her organization and others could best deal with the anti-renewables sentiment rising in her state, she talked about education programs – not confrontation.
“We’re not going to change anything at the state capital,” Branscum told me. “All a counter rally is going to do is make them have more opportunities to make us into a meme. They’re going to have some angry picture out there with a sign and be labeled some crazy radical that doesn’t care about their community. And it is unfortunately a hurdle.”
The Sooners’ Warning Shot
The Oklahoma rebellion should be cold comfort for anyone who buys into one of the implicit political principles behind the country’s first climate law – the Inflation Reduction Act.
Whether folks in D.C. want to admit it or not, the American anti-renewables revolution is rising up as Donald Trump retakes the White House and it is going to try and make its own impact on the Inflation Reduction Act. While much ado has been made about how the overwhelming majority of monetary benefits from the IRA are supporting investments in Republican-controlled states, as veteran lobbyist Frank Maisano put it to me last year, “Businesses will support many things that they have their tentacles into and Republicans will support many things that are going on in their districts that constituents like.”
“The reality is, if you’re going to try to repeal it,” Maisano said, “you’re going to have to do it through Congress and a lot of the action in the energy transition is in Republican districts. It becomes a constituent issue.”
What if many Republican constituents simply don’t like these new investments, in spite of the promises of jobs or tax benefits? What happens if Republicans in Congress are primaried simply for allowing solar and wind to keep getting federal tax breaks?
None of this surprises Nathan Jensen, a Texas University professor specializing in resource politics, who believes Oklahoma will only be the first to face a movement for a state-wide ban on new renewables. Just look at Texas where, like Oklahoma, the energy sector has become a panacea for wind and solar energy but many GOP policymakers have turned on economic development packages for new renewables. A state-wide ban hasn’t been discussed yet, but Jensen can imagine the idea gaining traction.
Jensen said he believes the organizing on platforms like Facebook only tells part of the story. Clearly, he says, a lot of people are joining that cause because the industry’s grown large enough that people are hearing from the farm or town next to theirs about solar and wind projects. And whether climate advocates want to hear it or not, these people are not loving what they’re hearing. Solar and wind projects don’t create that many jobs after they’re built. They do create a flurry of construction, but that’s a form of labor that leaves when it’s done and is often resented by neighbors, leading to disputes over dust, noise, or water. Then there’s the tax abatements for developers, which aggrieved residents see as taxpayer dollars going to large companies without their say – precisely the message gaining traction in Oklahoma.
This means places that seem safe for renewable developers are no longer safe and companies need to be really careful about how they approach community benefits. It’s not something you can just say – you really need to deliver what you promise.
“I know there’s a lot of news about organized anti-solar, which clearly happens, but also there’s this organic opposition that happens where it’s like, ‘You’re asking for how much from our school district?’” Jensen said. “Some of it is organized Facebook groups against solar but I think there is a lot of frustration.”
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A chat with CleanCapital founder Jon Powers.
This week’s conversation is with Jon Powers, founder of the investment firm CleanCapital. I reached out to Powers because I wanted to get a better understanding of how renewable energy investments were shifting one year into the Trump administration. What followed was a candid, detailed look inside the thinking of how the big money in cleantech actually views Trump’s war on renewable energy permitting.
The following conversation was lightly edited for clarity.
Alright, so let’s start off with a big question: How do investors in clean energy view Trump’s permitting freeze?
So, let’s take a step back. Look at the trend over the last decade. The industry’s boomed, manufacturing jobs are happening, the labor force has grown, investments are coming.
We [Clean Capital] are backed by infrastructure life insurance money. It’s money that wasn’t in this market 10 years ago. It’s there because these are long-term infrastructure assets. They see the opportunity. What are they looking for? Certainty. If somebody takes your life insurance money, and they invest it, they want to know it’s going to be there in 20 years in case they need to pay it out. These are really great assets – they’re paying for electricity, the panels hold up, etcetera.
With investors, the more you can manage that risk, the more capital there is out there and the better cost of capital there is for the project. If I was taking high cost private equity money to fund a project, you have to pay for the equipment and the cost of the financing. The more you can bring down the cost of financing – which has happened over the last decade – the cheaper the power can be on the back-end. You can use cheaper money to build.
Once you get that type of capital, you need certainty. That certainty had developed. The election of President Trump threw that into a little bit of disarray. We’re seeing that being implemented today, and they’re doing everything they can to throw wrenches into the growth of what we’ve been doing. They passed the bill affecting the tax credits, and the work they’re doing on permitting to slow roll projects, all of that uncertainty is damaging the projects and more importantly costs everyone down the road by raising the cost of electricity, in turn making projects more expensive in the first place. It’s not a nice recipe for people buying electricity.
But in September, I went to the RE+ conference in California – I thought that was going to be a funeral march but it wasn’t. People were saying, Now we have to shift and adjust. This is a huge industry. How do we get those adjustments and move forward?
Investors looked at it the same way. Yes, how will things like permitting affect the timeline of getting to build? But the fundamentals of supply and demand haven’t changed and in fact are working more in favor of us than before, so we’re figuring out where to invest on that potential. Also, yes federal is key, but state permitting is crucial. When you’re talking about distributed generation going out of a facility next to a data center, or a Wal-Mart, or an Amazon warehouse, that demand very much still exists and projects are being built in that middle market today.
What you’re seeing is a recalibration of risk among investors to understand where we put our money today. And we’re seeing some international money pulling back, and it all comes back to that concept of certainty.
To what extent does the international money moving out of the U.S. have to do with what Trump has done to offshore wind? Is that trade policy? Help us understand why that is happening.
I think it’s not trade policy, per se. Maybe that’s happening on the technology side. But what I’m talking about is money going into infrastructure and assets – for a couple of years, we were one of the hottest places to invest.
Think about a European pension fund who is taking money from a country in Europe and wanting to invest it somewhere they’ll get their money back. That type of capital has definitely been re-evaluating where they’ll put their money, and parallel, some of the larger utility players are starting to re-evaluate or even back out of projects because they’re concerned about questions around large-scale utility solar development, specifically.
Taking a step back to something else you said about federal permitting not being as crucial as state permitting–
That’s about the size of the project. Huge utility projects may still need federal approvals for transmission.
Okay. But when it comes to the trendline on community relations and social conflict, are we seeing renewable energy permitting risk increase in the U.S.? Decrease? Stay the same?
That has less to do with the administration but more of a well-structured fossil fuel campaign. Anti-climate, very dark money. I am not an expert on where the money comes from, but folks have tried to map that out. Now you’re even seeing local communities pass stuff like no energy storage [ordinances].
What’s interesting is that in those communities, we as an industry are not really present providing facts to counter this. That’s very frustrating for folks. We’re seeing these pass and honestly asking, Who was there?
Is the federal permitting freeze impacting investment too?
Definitely.
It’s not like you put money into a project all at once, right? It happens in these chunks. Let’s say there’s 10 steps for investing in a project. A little bit of money at step one, more money at step two, and it gradually gets more until you build the project. The middle area – permitting, getting approval from utilities – is really critical to the investments. So you’re seeing a little bit of a pause in when and how we make investments, because we sometimes don’t know if we’ll make it to, say, step six.
I actually think we’ll see the most impact from this in data center costs.
Can you explain that a bit more for me?
Look at northern Virginia for a second. There wasn’t a lot of new electricity added to that market but you all of the sudden upped demand for electricity by 20 percent. We’re literally seeing today all these utilities putting in rate hikes for consumers because it is literally a supply-demand question. If you can’t build new supply, it's going to be consumers paying for it, and even if you could build a new natural gas plant – at minimum that will happen four-to-six years from now. So over the next four years, we’ll see costs go up.
We’re building projects today that we invested in two years ago. That policy landscape we invested in two years ago hasn’t changed from what we invested into. But the policy landscape then changed dramatically.
If you wipe out half of what was coming in, there’s nothing backfilling that.
Plus more on the week’s biggest renewables fights.
Shelby County, Indiana – A large data center was rejected late Wednesday southeast of Indianapolis, as the takedown of a major Google campus last year continues to reverberate in the area.
Dane County, Wisconsin – Heading northwest, the QTS data center in DeForest we’ve been tracking is broiling into a major conflict, after activists uncovered controversial emails between the village’s president and the company.
White Pine County, Nevada – The Trump administration is finally moving a little bit of renewable energy infrastructure through the permitting process. Or at least, that’s what it looks like.
Mineral County, Nevada – Meanwhile, the BLM actually did approve a solar project on federal lands while we were gone: the Libra energy facility in southwest Nevada.
Hancock County, Ohio – Ohio’s legal system appears friendly for solar development right now, as another utility-scale project’s permits were upheld by the state Supreme Court.
The offshore wind industry is using the law to fight back against the Trump administration.
It’s time for a big renewable energy legal update because Trump’s war on renewable energy projects will soon be decided in the courts.
A flurry of lawsuits were filed around the holidays after the Interior Department issued stop work orders against every offshore wind project under construction, citing a classified military analysis. By my count, at least three developers filed individual suits against these actions: Dominion Energy over the Coastal Virginia offshore wind project, Equinor over Empire Wind in New York, and Orsted over Revolution Wind (for the second time).
Each of these cases are moving on separate tracks before different district courts and the urgency is plain. I expect rulings in a matter of days, as developers have said in legal filings that further delays could jeopardize the completion of these projects due to vessel availability and narrow timelines for meeting power contracts with their respective state customers. In the most dire case, Equinor stated in its initial filing against the government that if the stop work order is implemented as written, it would “likely” result in the project being canceled. Revolution Wind faces similar risks, as I’ve previously detailed for Heatmap.
Meanwhile, around the same time these cases were filed, a separate lawsuit was dropped on the Interior Department from a group of regional renewable energy power associations, including Interwest Energy Alliance, which represents solar developers operating in the American Southwest – ground zero for Trump’s freeze on solar permits.
This lawsuit challenges Interior Secretary Doug Burgum’s secretarial orders requiring his approval for renewable energy decisions, the Army Corps of Engineers’ quiet pause on wetlands approvals, and the Fish and Wildlife Services’ ban on permitting eagle takes, as well as its refusal to let developers know if they require species consultations under the Endangered Species Act. The case argues that the administration is implementing federal land law “contrary to Congress’ intent” by “unlawfully picking winners and losers among energy sources,” and that these moves violate the Administrative Procedures Act.
I expect crucial action in this case imminently, too. On Thursday, these associations filed a motion declaring their intent to seek a preliminary injunction against the administration while the case is adjudicated because, as the filing states, the actions against the renewables sector are “currently costing the wind and solar industry billions of dollars.”
Now, a victory here wouldn’t be complete, since a favorable ruling would likely be appealed and the Trump administration has been reluctant to act on rulings they disagree with. Nevertheless, it would still be a big win for renewables companies frozen by federal bureaucracy and ammo in any future legal or regulatory action around permit activity.
So far, Trump’s war on solar and wind has not really been tested by the courts, sans one positive ruling against his anti-wind Day One executive order. It’s easy in a vacuum to see these challenges and think, Wow, the industry is really fighting back! Maybe they can prevail? However I want to remind my readers that simply having the power of the federal government grants one the capacity to delay commercial construction activity under federal purview, no matter the legality. These matters can become whack-a-mole quite quickly.
Dominion Energy’s Coastal Virginia offshore wind project is one such example. Intrepid readers of The Fight may remember I was first to report the Trump administration might try to mess around with the permits previously issued for construction through litigation brought by anti-renewables activists, arguing the government did not adequately analyse potential impacts to endangered whales. Well, it appears we’re getting closer to an answer: In a Dec. 18 filing submitted in that lawsuit, Justice Department attorneys said they have been “advised” that the Interior Department is now considering whether to revoke permits for the project.
Dominion did not respond to a request for comment about this filing, but it is worth noting that the DOJ’s filing concedes Dominion is aware of this threat and “does not concede the propriety” of any review or revocation of the permits.
I don’t believe this alone would kill Coastal Virginia given the project is so far along in construction. But I expect a death by a thousand cuts strategy from the Trump team against renewable energy projects writ large, regardless of who wins these cases.