This article is exclusively
for Heatmap Plus subscribers.
Log in
To continue reading, log in to your account.
Create a Free Account
To unlock more free articles, please create a free account.

Sign In or Create an Account.
By continuing, you agree to the Terms of Service and acknowledge our Privacy Policy
Welcome to Heatmap
Thank you for registering with Heatmap. Climate change is one of the greatest challenges of our lives, a force reshaping our economy, our politics, and our culture. We hope to be your trusted, friendly, and insightful guide to that transformation. Please enjoy your free articles. You can check your profile here .
subscribe to get Unlimited access
Offer for a Heatmap News Unlimited Access subscription; please note that your subscription will renew automatically unless you cancel prior to renewal. Cancellation takes effect at the end of your current billing period. We will let you know in advance of any price changes. Taxes may apply. Offer terms are subject to change.
Subscribe to get unlimited Access
Hey, you are out of free articles but you are only a few clicks away from full access. Subscribe below and take advantage of our introductory offer.
subscribe to get Unlimited access
Offer for a Heatmap News Unlimited Access subscription; please note that your subscription will renew automatically unless you cancel prior to renewal. Cancellation takes effect at the end of your current billing period. We will let you know in advance of any price changes. Taxes may apply. Offer terms are subject to change.
Create Your Account
Please Enter Your Password
Forgot your password?
Please enter the email address you use for your account so we can send you a link to reset your password:
Here’s where the real risks lie for the solar industry.

Solar energy so far is avoiding the Trump-era challenge posed to wind energy. But it’s unclear the good times will continue, as chaos reigns in Washington and threats loom on the horizon.
Last week, Trump issued a 60-day pause on all permits for solar projects on federal lands. Many solar projects are not sited on federal lands, so there’s little Trump could do in the short term to stop those projects. But some utility scale projects definitely are on federal lands in the Southwest, most often in Nevada, where considerable opposition exists in rural, untouched pockets of the state. Several sit in various stages of the permitting process. In fact, there are over 12 gigawatts worth of challenged projects currently planned for the state, according to Heatmap Pro’s database.
Developers and industry representatives I spoke with believe Trump will lift this pause on permits and let the solar projects flow through the pipeline. EDF Renewables, whose Bonanza solar farm was approaching the end of the permitting process when Trump came into office, told me they “have no reason to believe that the project should not be approved.” Balanced Rock Power, the developer of the Samantha solar project in Nevada which is in the early stages of permitting, told me the company is “continuing to work closely with” agencies “to complete all the major milestones on schedule.”
“President Trump has specifically said that he loves solar – and as energy demand soars, we know that solar is the most efficient and affordable way to add a lot of energy to the grid, fast,” Abigail Ross Hopper, president and CEO of the Solar Energy Industries Association, told me in a statement.
But there’s a quiet unease amongst some in the sector about whether recent actions around permits and federal funding mean the next shoe to drop is going to hit them.
Trump’s got complaints about solar and land use, including those he made in that presidential debate immediately after the “big fan” comment. There was also an interview with Fox News last week where he came out against utility-scale solar projects. “You know what else people don’t like,” Trump told host Sean Hannity. “Those massive solar fields built over land that covers 10 miles by 10 miles. I mean, they’re ridiculous, the whole thing.”
Brendan Bell, a top executive at asset manager Aligned Capital and a former senior official in DOE’s loan programs office, told me the biggest question in solar right now is “whether they can do anything to stop it.”
“If you’re developing a project on BLM land, you’re probably putting that on the backburner,” said Brendan Bell, a top executive at asset manager Aligned Capital. Bell served as director of strategic initiatives for the Energy Department’s Loan Programs Office under the Obama administration. “But that’s not the only place we build solar projects.”
Indeed, from a permitting perspective, it may prove quite tricky to undermine solar projects. Even on BLM land. That’s because permitting decisions and even indecision can be litigated. Rarely does the Bureau of Land Management actually deny projects – of any fuel type – so a step change against solar would require a wholescale change to how permitting staff ordinarily operate.
The most serious threat, in my view, is actually whether the Trump administration will take on the “protect farmland” mantle that activists in some states have used to derail large-scale solar projects. Under the Farmlands Protection Policy Act, the Agriculture Department is tasked with minimizing how federal programs impact the conversion of farmland to non-agricultural uses, attorney Bob Greenslade told me in an email. Farmland impacts “may be relevant” now to renewable energy development in any area with a federal nexus, including land use.
And there’s a nascent effort to strip tax credits from renewables projects sited on farmland. On Tuesday, Republican congressman Tom Tiffany of Wisconsin announced he would reintroduce legislation to disqualify renewables projects from receiving tax benefits under the Inflation Reduction Act if their project is on “prime farmland,” a term of art defined by the Agriculture Department.
Mark Fowler, director of government affairs for Ameresco, told me that he believes tax credits and access to federal funds will be a bigger issue for solar than permitting in the immediate term, especially in light of the (now lifted) Trump freeze on discretionary funds. Ameresco is an integrator and developer of renewable energy projects. “The biggest thing right now is uncertainty around the tax credits. The discussion right now is they’re going to change in some form the IRA tax credits. We don’t know what the changes are going to look like.”
Log in
To continue reading, log in to your account.
Create a Free Account
To unlock more free articles, please create a free account.
NineDot Energy’s nine-fiigure bet on New York City is a huge sign from the marketplace.
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.”
It’s a big deal given that a year ago, the Moss Landing battery fire in California sparked a wave of fresh battery restrictions at the local level. We’ve been able to track at least seven battery storage fights in the boroughs so far, but we wouldn’t be surprised if the number was even higher. In other words, risk remains evident all over the place.
Asked where the fears over battery storage are heading, Arfin said it's “really hard to tell.”
“As we create more facts on the ground and have more operating batteries in New York, people will gain confidence or have less fear over how these systems operate and the positive nature of them,” he told me. “Infrastructure projects will introduce concern and reasonably so – people should know what’s going on there, what has been done to protect public safety. We share that concern. So I think the future is very bright for being able to build the cleaner infrastructure of the future, but it's not a straightforward path.”
In terms of new policy threats for development, local lawmakers are trying to create new setback requirements and bond rules. Sam Pirozzolo, a Staten Island area assemblyman, has been one of the local politicians most vocally opposed to battery storage without new regulations in place, citing how close projects can be to residences, because it's all happening in a city.
“If I was the CEO of NineDot I would probably be doing the same thing they’re doing now, and that is making sure my company is profitable,” Pirozzolo told me, explaining that in private conversations with the company, he’s made it clear his stance is that Staten Islanders “take the liability and no profit – you’re going to give money to the city of New York but not Staten Island.”
But onlookers also view the NineDot debt financing as a vote of confidence and believe the Mamdani administration may be better able to tackle the various little bouts of hysterics happening today over battery storage. Former mayor Eric Adams did have the City of Yes policy, which allowed for streamlined permitting. However, he didn’t use his pulpit to assuage battery fears. The hope is that the new mayor will use his ample charisma to deftly dispatch these flares.
“I’d be shocked if the administration wasn’t supportive,” said Jonathan Cohen, policy director for NY SEIA, stating Mamdani “has proven to be one of the most effective messengers in New York City politics in a long time and I think his success shows that for at least the majority of folks who turned out in the election, he is a trusted voice. It is an exercise that he has the tools to make this argument.”
City Hall couldn’t be reached for comment on this story. But it’s worth noting the likeliest pathway to any fresh action will come from the city council, then upwards. Hearings on potential legislation around battery storage siting only began late last year. In those hearings, it appears policymakers are erring on the side of safety instead of blanket restrictions.
The week’s most notable updates on conflicts around renewable energy and data centers.
1. Wasco County, Oregon – They used to fight the Rajneeshees, and now they’re fighting a solar farm.
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.
3. Manitowoc County, Wisconsin – Towns are starting to pressure counties to ban data centers, galvanizing support for wider moratoria in a fashion similar to what we’ve seen with solar and wind power.
4. Pinal County, Arizona – This county’s commission rejected a 8,122-acre solar farm unanimously this week, only months after the same officials approved multiple data centers.
.
A conversation with Adib Nasle, CEO of Xendee Corporation
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.
Our conversation is abridged and edited slightly for clarity.
So first of all, tell me about your company.
We’re a software company focused on addressing the end-to-end needs of power systems – microgrids. It’s focused on building the economic case for bringing your own power while operating these systems to make sure they’re delivering the benefits that were promised. It’s to make sure the power gap is filled as quickly as possible for the data center, while at the same time bringing the flexibility any business case needs to be able to expand, understand, and adopt technologies while taking advantage of grid opportunities, as well. It speaks to multiple stakeholders: technical stakeholders, financial stakeholders, policy stakeholders, and the owner and operator of a data center.
At what point do you enter the project planning process?
From the very beginning. There’s a site. It needs power. Maybe there is no power available, or the power available from the grid is very limited. How do we fill that gap in a way that has a business case tied to it? Whatever objective the customer has is what we serve, whether it’s cost savings or supply chain issues around lead times, and then the resiliency or emissions goals an organization has as well.
It’s about dealing with the gap between what you need to run your chips and what the utility can give you today. These data center things almost always have back-up systems and are familiar with putting power on site. It must now be continuous. We helped them design that.
With our algorithm, you tell it what the site is, what the load requirements are, and what the technologies you’re interested in are. It designs the optimal power system. What do we need? How much money is it going to take and how long?
The algorithm helps deliver on those cost savings, deliverables, and so forth. It’s a decision support system to get to a solution very, very quickly and with a high level of confidence.
How does a microgrid reduce impacts to the surrounding community?
The data center obviously wants to power as quickly and cheaply as possible. That’s the objective of that facility. At the same time, when you start bringing generation assets in, there are a few things that’ll impact the local community. Usually we have carbon monoxide systems in our homes and it warns us, right? Emissions from these assets become important and there’s a need to introduce technologies in a way that introduces that power gap and the air quality need. Our software helps address the emissions component and the cost component. And there are technologies that are silent. Batteries, technology components that are noise compliant.
From a policy perspective and a fairness perspective, a microgrid – on-site power plant you can put right next to the data center – helps unburden the local grid at a cost of upgrades that has no value to ratepayers other than just meeting the needs of one big customer. That one big customer can produce and store their own power and ratepayers don’t see a massive increase in their costs. It solves a few problems.
What are data centers most focused on right now when it comes to energy use, and how do you help?
I think they’re very focused on the timeframe and how quickly they can get that power gap filled, those permits in.
At the end of the day the conversation is about the utility’s relationship with the community as opposed to the data center’s relationship with the utility. Everything’s being driven by timelines and those timelines are inherently leaning towards on-site power solutions and microgrids.
More and more of these data center operators and owners are going off-grid. They’ll plug into the grid with what’s available but they’re not going to wait.
Do you feel like using a microgrid makes people more supportive of a data center?
Whether the microgrid is serving a hospital or a campus or a data center, it’s an energy system. From a community perspective, if it’s designed carefully and they’re addressing the environmental impact, the microgrid can actually provide shock absorbers to the system. It can be a localized generation source that can bring strength and stability to that local, regional grid when it needs help. This ability to take yourself out of the equation as a big load and run autonomously to heal itself or stabilize from whatever shock it's dealing with, that’s a big benefit to the local community.