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Is there going to be a flight out of Nevada?

Donald Trump’s renewables permitting freeze is prompting solar companies to find an escape hatch from Nevada.
As I previously reported, the Interior Department has all but halted new approvals for solar and wind projects on federal lands. It was entirely unclear how that would affect transmission out west, including in the solar-friendly Nevada desert where major lines were in progress to help power both communities and a growing number of data centers. Shortly after the pause, I took notice of the fact that regulators quietly delayed the timetable by at least two weeks for a key line – the northern portion of NV Energy’s Greenlink project – that had been expected to connect to a litany of solar facilities. Interior told me it still planned to complete the project in September, but it also confirmed that projects specifically necessary for connecting solar onto the grid would face “enhanced” reviews.
Well, we have the latest update in this saga. It turns out NV Energy has actually been beseeching the Federal Energy Regulatory Commission to let solar projects previously planned for Greenlink bail from the interconnection queue without penalty. And the solar industry is now backing them up.
In a July 28 filing submitted after Interior began politically reviewing all renewables projects, NV Energy requested FERC provide a short-term penalty waiver to companies who may elect to leave the interconnection queue because their projects are no longer viable. Typically, companies are subject to financial penalties for withdrawals from the queue, a policy intended to keep developers from hogging a place in line with a risky project they might never build. Now, at least in the eyes of this key power company, it seems Trump’s pause has made that the case for far too many projects.
“It is important that non-viable projects be terminated or withdrawn so that the queue and any required restudies be updated as quickly as possible,” stated the filing, which was first reported by Utility Dive earlier this week. NV Energy also believes there is concern customers may seek to have their deals for power expected from these projects terminated under “force majeure" clauses, and so “the purpose of this waiver request is thus to both clear the queue to the extent possible and avoid unneeded disputes.”
On Monday, the Solar Energy Industries Association endorsed the request in a filing to the commission made in partnership with regional renewable trade group Interwest Energy Alliance. The support statement referenced both the recent de facto repeal of IRA credits as well as the permitting freeze, stating it now “appears that federal agency review staff are unsure how to proceed on solar projects.” This even includes projects on private lands, a concern first raised by Nevada Gov. Joe Lombardo, a Republican, after the permitting freeze came into effect.
The groups all but stated they anticipate companies will pull the plug on solar projects in Nevada, proclaiming that by granting the waiver, “it will encourage projects facing uncertainty due to recent legislation and federal action to exit the process sooner and without penalty, creating more certainty for the remaining projects.”
How this reads to me: Energy developers are understandably trying to figure out how to skate away from this increasingly risky situation as cleanly as they can. It’s anybody’s guess if FERC is willing to show lenience toward these developers.
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Rural Marylanders have asked for the president’s help to oppose the data center-related development — but so far they haven’t gotten it.
A transmission line in Maryland is pitting rural conservatives against Big Tech in a way that highlights the growing political sensitivities of the data center backlash. Opponents of the project want President Trump to intervene, but they’re worried he’ll ignore them — or even side with the data center developers.
The Piedmont Reliability Project would connect the Peach Bottom nuclear plant in southern Pennsylvania to electricity customers in northern Virginia, i.e.data centers, most likely. To get from A to B, the power line would have to criss-cross agricultural lands between Baltimore, Maryland and the Washington D.C. area.
As we chronicle time and time again in The Fight, residents in farming communities are fighting back aggressively – protesting, petitioning, suing and yelling loudly. Things have gotten so tense that some are refusing to let representatives for Piedmont’s developer, PSEG, onto their properties, and a court battle is currently underway over giving the company federal marshal protection amid threats from landowners.
Exacerbating the situation is a quirk we don’t often deal with in The Fight. Unlike energy generation projects, which are usually subject to local review, transmission sits entirely under the purview of Maryland’s Public Service Commission, a five-member board consisting entirely of Democrats appointed by current Governor Wes Moore – a rumored candidate for the 2028 Democratic presidential nomination. It’s going to be months before the PSC formally considers the Piedmont project, and it likely won’t issue a decision until 2027 – a date convenient for Moore, as it’s right after he’s up for re-election. Moore last month expressed “concerns” about the project’s development process, but has brushed aside calls to take a personal position on whether it should ultimately be built.
Enter a potential Trump card that could force Moore’s hand. In early October, commissioners and state legislators representing Carroll County – one of the farm-heavy counties in Piedmont’s path – sent Trump a letter requesting that he intervene in the case before the commission. The letter followed previous examples of Trump coming in to kill planned projects, including the Grain Belt Express transmission line and a Tennessee Valley Authority gas plant in Tennessee that was relocated after lobbying from a country rock musician.
One of the letter’s lead signatories was Kenneth Kiler, president of the Carroll County Board of Commissioners, who told me this lobbying effort will soon expand beyond Trump to the Agriculture and Energy Departments. He’s hoping regulators weigh in before PJM, the regional grid operator overseeing Mid-Atlantic states. “We’re hoping they go to PJM and say, ‘You’re supposed to be managing the grid, and if you were properly managing the grid you wouldn’t need to build a transmission line through a state you’re not giving power to.’”
Part of the reason why these efforts are expanding, though, is that it’s been more than a month since they sent their letter, and they’ve heard nothing but radio silence from the White House.
“My worry is that I think President Trump likes and sees the need for data centers. They take a lot of water and a lot of electric [power],” Kiler, a Republican, told me in an interview. “He’s conservative, he values property rights, but I’m not sure that he’s not wanting data centers so badly that he feels this request is justified.”
Kiler told me the plan to kill the transmission line centers hinges on delaying development long enough that interest rates, inflation and rising demand for electricity make it too painful and inconvenient to build it through his resentful community. It’s easy to believe the federal government flexing its muscle here would help with that, either by drawing out the decision-making or employing some other as yet unforeseen stall tactic. “That’s why we’re doing this second letter to the Secretary of Agriculture and Secretary of Energy asking them for help. I think they may be more sympathetic than the president,” Kiler said.
At the moment, Kiler thinks the odds of Piedmont’s construction come down to a coin flip – 50-50. “They’re running straight through us for data centers. We want this project stopped, and we’ll fight as well as we can, but it just seems like ultimately they’re going to do it,” he confessed to me.
Thus is the predicament of the rural Marylander. On the one hand, Kiler’s situation represents a great opportunity for a GOP president to come in and stand with his base against a would-be presidential candidate. On the other, data center development and artificial intelligence represent one of the president’s few economic bright spots, and he has dedicated copious policy attention to expanding growth in this precise avenue of the tech sector. It’s hard to imagine something less “energy dominance” than killing a transmission line.
The White House did not respond to a request for comment.
Plus more of the week’s most important fights around renewable energy.
1. Wayne County, Nebraska – The Trump administration fined Orsted during the government shutdown for allegedly killing bald eagles at two of its wind projects, the first indications of financial penalties for energy companies under Trump’s wind industry crackdown.
2. Ocean County, New Jersey – Speaking of wind, I broke news earlier this week that one of the nation’s largest renewable energy projects is now deceased: the Leading Light offshore wind project.
3. Dane County, Wisconsin – The fight over a ginormous data center development out here is turning into perhaps one of the nation’s most important local conflicts over AI and land use.
4. Hardeman County, Texas – It’s not all bad news today for renewable energy – because it never really is.
A conversation with Cape May County Commissioner candidate Eric Morey.
This week’s conversation is with Eric Morey, who just ran to be a commissioner for Cape May County, New Jersey – one of the Garden State coastal counties opposed to offshore wind. Morey is a Democrat and entered the race this year as a first-time politician, trying to help crack the county panel’s more-than-two-decade Republican control. Morey was unsuccessful, losing by thousands of votes, but his entry into politics was really interesting to me – we actually met going back and forth about energy policy on Bluesky, and he clearly had a passionate interest in debunking some of the myths around renewables. So I decided to call him up in the hopes he would answer a perhaps stupid question: Could his county ever support offshore wind?
The following conversation has been lightly edited for clarity.
Why did you run for county commissioner?
The biggest part of my motivation to step forward and try to get elected was I really felt like the light advocacy I did in the past wasn’t enough. The commission has been entirely controlled by the Republican Party for 25 years – and that’s no reason to not try.
I think it kind of worked. Unfortunately I was unable to convince enough people to vote for me this go around. But I was reaching people who traditionally wouldn’t have considered voting for a Democrat, and I think I can get more people to come around next time. I’m not giving up, and I now have the benefit of hindsight. I’m going to spend more time in front of people, talking to them.
Was offshore wind an issue in your county commissioner race?
Unfortunately the Republican Party in Cape May County, the leadership, made sure the wind farms weren’t really going to be an active issue for our race because they spearheaded years of lawsuits that shut down offshore wind in New Jersey. It was kind of a moot point for this particular election. There wasn’t much to advocate for because there weren’t companies willing to take up projects.
But I was able to talk to people about the disappointment. There was so much hard work put in to stop a project that would’ve had huge benefits for electricity prices and the environment. It was a bit more indirect – there was no ability to campaign for, well, getting wind turbines up to ease electricity prices. Instead it became highlighting the decision-making process rather than advocating for an opportunity.
Now the opening is for solar in Cape May County, and I advocated for easier solar panel installations on people’s private properties, on their homes, and using the county property to install solar energy. I think there's still a lot of low-hanging fruit there. But even then, a lot of people in the county actually have solar installed, and there are others who see limitations to putting solar on their property because of constraints on the grid. Some people here can’t attach to the grid.
Do you think that your perspective on this issue, your willingness to look up information and tell people about the complexities around this, has a place in Cape May County? Is there room for an agnostic or even pro-renewable energy candidate in Cape May County?
I think there’s room, but it’s not going to be the primary concern of most voters, to be honest.
There was a big movement amongst residents against the wind turbines, largely for aesthetic reasons. They didn’t want the shoreline to have wind turbines on the horizon. There’s others who are awash with a campaign that I might characterize as “concern trolling” where if you look into them, it’s not as pure of a win as it actually is.
Being able to talk to people and hear their concerns, I think it gained me a lot of room. I’ve had conversations with people who were skeptical about wind turbines, and after listening to something they talked about, I’d do research and then invite them into another conversation, and they’d see I am not dismissing them.
What I find is that what people are bringing up is not false, per se, but not a reason to stop offshore wind. It makes the projects an imperfect deal, not a bad deal.
What do you think it would take for Cape May County to be okay with offshore wind?
I think for it to change … I don’t know if I have the answer there. Financially I think the numbers need to be right for a company to come in to want to do it, number one. And if nobody wants to come and install the wind turbines, then I don’t know how much sentiment would matter.
But as far as sentiment is concerned, just seeing that it works in other places helps a lot, as people see a project doesn’t bring about the negative consequences they were worried about.
Also, from a human being standpoint … At some point electricity might get pricey enough that people might be more accepting of something they don’t think is aesthetically pleasing.