The Fight

Sign In or Create an Account.

By continuing, you agree to the Terms of Service and acknowledge our Privacy Policy

Spotlight

The Summit Carbon Pipeline Is Having a Great Trump Transition

And what renewables can learn from it.

The Summit Carbon Pipeline Is Having a Great Trump Transition

A sprawling multi-state carbon pipeline appears easier to permit and build than wind and solar farms in red states, despite comments the president-elect or his team may have said on the campaign trail. And the answer has to do with more than just the potential benefits for oil and gas.

The Summit Carbon Solutions CO2 pipeline network would criss-cross five states – Iowa, Minnesota, Nebraska, and the Dakotas – connecting dozens of ethanol “biorefinery” plants to carbon sequestration sites for storing CO2 captured while producing the agri-fuel. On paper Summit has its work cut out for it in ways not dissimilar to the troubles facing solar and wind. Land use issues, ecological concerns, the whole lot. And its work has become controversial amongst a myriad of opposition groups I often write about like rural farmers and, of course, conspiratorial NIMBYs – chief among them Vivek Ramaswamy and Robert F. Kennedy Jr., two members of the incoming Trump administration.

But Ramaswamy and RFK Jr.’s presence is providing cold comfort compared to the selection of North Dakota Gov. Doug Burgum – a vocal supporter of the project – to be Interior Secretary.

“We’re screwed,” wrote Dawn Shepard, a North Dakotan opposed to the project, on Facebook after the selection was announced. “He will get all Carbon Capture projects approved. I thought Republicans and Trump, included, didn’t believe in climate change. Trump’s not keeping his word.”

It’s not exactly that simple, and its debatable whether Summit’ll actually help address climate change, but the premise is true: Trump’s election may just assure the pipeline’s completion, if all things go its way.

“Those appointments are definitely a big thumb on the scale of the pipeline going through,” said Mark Hefflinger of Bold Alliance, one of the activist networks fighting the pipeline project.

In my conversations with activists and the company, it doesn’t appear there’s any easy way for the Interior Department – which oversees all federal land use – to grease all of the skids for Summit, so to speak. But there are a number of factors in its favor now: the pipeline will still require Army Corps of Engineers permits for water body crossings and those tend to require environmental reviews that heavily involve Interior. At the same time, all sides expect the Interior Secretary and likely Energy Secretary Chris Wright (an oil magnate) to champion beneficial Inflation Reduction Act tax credits for carbon capture, sequestration, and utilization in tax talks early next year.

All the while, most state-level regulators have finished or are completing approvals of the pipeline, with the exception of South Dakota where Summit on Tuesday resubmitted its permitting application to the state’s Public Utilities Commission. While I’ve been told the company didn’t substantially adjust its routing in response to the failed ballot initiative, executives certainly did change plans to elide a repeat rejection from the commission after it said no to pipeline plans last year.

“Our efforts involved spending more than a year driving county roads, knocking on doors, and having meaningful, face-to-face conversations with landowners,” Sabrina Zenor, Summit’s director of stakeholder engagement and corporate communications, told me. “These conversations guided our approach.”

There’s a lot that could still go awry for Summit. They could lose legal battles in Iowa that send them back to the drawing board in a crucial hub for corn and ethanol and where public opinion may be souring on the developer. South Dakota could be its own ball of wax, given how passionate the opposition in the state is.

Trump’s comments on the matter have been vague, indicating he’s … well, being very Trump about this. “Well, you know, we’re working on that,” Trump said when asked about the pipeline at an Iowa primary event last year. “And you know, we had a plan to totally — it’s such a ridiculous situation, isn’t it? But we had a plan, and we would have instituted that plan, and it was all ready, but we will get it — if we win, that’s going to be taken care of. That will be one of the easy things we do.”

Ultimately it may be with many issues: whoever’s in the room last with Trump could decide the pipeline’s fate.

But regardless, developers of renewables and battery storage could take away a few lessons from the pipeline network.

Walt Bones, the former head of South Dakota’s Agriculture Department, is one of the landowners currently negotiating a financial agreement for land use with Summit. He’s a farmer, and like many farmers we write about here at The Fight, he doesn’t support building stuff on or near his land if there’s going to be an impact on his crop yields. He told me that he believes the opposition in the state is largely the product of a rush to build by an over-zealous company seeking the maximum benefit from federal tax credits. And they spooked people, producing widespread skepticism of the pipeline.

“Summit did not help themselves any,” he said.

Now of course, there’s lots of concerns about CO2 pipelines’ environmental impacts and the risk of them going, well, kablooey. But unlike how some farmers skeptically view agri-voltaics (e.g. dual use solar), the thought of a pipeline beneath the earth gives Bones – a former farm regulator – no qualms. And the reasoning is simple: He doesn’t believe the pipeline, which will be buried, will impact his farming at all. And ethanol – unlike solar or wind – will feed demand for more farming.

“Basically zero impact to our land. We’ll still be able to farm over it. We’ll still be able to graze over it with our cows,” he said. “I know what the value is … [it’ll] guarantee the future viability of corn.”

So where does this leave us? It’s likely Bones doesn’t represent every farmer. But maybe there’d be a benefit in renewable developers focusing on finding ever-more ways to create a fly-wheel where solar and wind energy generation creates more business for farmers. Clearly, the sheer footprint of a utility scale solar or wind project can be more impactful than a thin pipeline crossing a property.

And I guess they should also make more politically powerful friends in the Dakotas.

This article is exclusively
for Heatmap Plus subscribers.

Go deeper inside the politics, projects, and personalities
shaping the energy transition.
To continue reading
Create a free account or sign in to unlock more free articles.
or
Please enter an email address
By continuing, you agree to the Terms of Service and acknowledge our Privacy Policy
Q&A

An America First Strategy for Renewable Energy?

A conversation with Tim Brightbill of Wiley Rein LLP

Tim Brightbill of Wiley Rein LLP.
Heatmap Illustration

Today we’re talking with Tim Brightbill, a trade attorney at Wiley Rein LLP and lead counsel for a coalition of U.S. solar cell and module manufacturers – the American Alliance for Solar Manufacturing Trade Committee. Last week, his client won a massive victory – fresh tariffs on south Asian solar panel parts – on the premise that Chinese firms are dumping cheap products in the region to drive down prices and hurt American companies. It’s the latest in a long series of decadal trade actions against solar parts with Chinese origin.

We wanted to talk to Tim about how this move could affect developers, if an America-first strategy could help insulate solar from political opposition, and how this could play out in next year’s talks over the future of the IRA. The following conversation was lightly edited for clarity.

Keep reading...Show less
Policy Watch

The IRA’s Coming China Change

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

Trump.
Heatmap Illustration/Getty Images

Sourcing requirements – As we explain in our Q&A today, there’s momentum building in Washington, D.C., to attach new sourcing requirements to an IRA credit for advanced manufacturing known as 45X.

  • 45X is supposed to supercharge production of battery and solar components, as well as key minerals and materials for those components that are largely imported from China or what U.S. trade officials believe are Chinese pass-throughs.
  • Some U.S. companies are now quietly urging Congress to enact a “foreign entity of concern” requirement to 45X that would essentially stop battery and solar manufacturing plants with Chinese business involvement from qualifying.
  • Why? Well, doing this would definitely insulate the credit from GOP repeal by tying it not to rapid decarbonization but instead American blue collar jobs.
  • Patrick Donnelly, chief commercial officer for Anovion, told attendees of a Hill briefing I moderated earlier this week that he wants to see this happen because it would be a “game changer” for domestic manufacturing. “I’ve heard some Republicans talking about it already.”
  • But it could also undermine the effectiveness of the credit for climate purposes. Similar requirements were tacked onto the IRA’s EV consumer credit that curtailed its reach and meant many cars couldn’t access the benefit.

Virginia’s planning – The state of Virginia is looking at its own plans to override local objections, which would make it one of the few GOP-led states to do so.

Keep reading...Show less
Hotspots

Is Trump Already Killing Off Renewable Energy Projects?

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

Map of renewable energy conflicts.
Heatmap Illustration

Queens County, New York – TotalEnergies’ first Attentive Energy offshore wind project might be the canary in the Trumpy renewables coal mine.

  • The New York wind project in the bight has been indefinitely paused, according to TotalEnergies CEO Patrick Pouyenne, meaning we have our first offshore wind derailment of the Trump era, many weeks before he’s even taken office.
  • It’s unclear how connected Trump is to the move. Attentive Energy also pulled out of New York state’s fifth offshore wind solicitation before this news dropped, which also arrived days before the Bureau of Ocean Energy Management implemented new requirements for projects built in the area where the project would be built.
  • However, remember that even though Attentive Energy has little opposition in New York State, anti-offshore activists are aggressively challenging efforts by New Jersey state to buy power from the project.
  • We’ll have to wait and see if this decision is a domino for other offshore wind curtailments. But we’re already seeing evidence, as Shell announced hours ago it is no longer investing in new offshore wind projects.

Clinton County, Michigan – EV manufacturing news in Michigan is showing that fallout from Trump’s election may not be limited to offshore wind, and could creep into other projects facing grassroots opposition.

Keep reading...Show less