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The Republican Party isn’t pro-pollution, it’s just anti-anti-climate change.
At 9 p.m. ET on June 27, Americans who haven’t already set their out-of-office responders or hit the road to beat summer weekend traffic or otherwise made plans more exciting than watching two old men insult each other might find themselves tuning into the first presidential debate.
It does not promise to be a particularly productive evening of television, however. Weekly Economist/YouGov polls conducted online since last April show that of the 49,000 voters who responded, just 3% of respondents voted for one candidate in 2020 and plan to vote for the other in 2024. (Of those swing voters, two-thirds have flipped to Trump.) The 2024 election is already so politically calcified that a night of persuasive television is unlikely to change additional minds, to say nothing of two hours of petty sniping. Although, the only thing more difficult than changing someone’s mind about Biden or Trump might be changing their mind about climate change — a similarly key facet of political identity, regardless of the facts.
Nothing has the potential to highlight both the spectacle and the farce of this whole election quite like a back-and-forth on the debate stage over Biden’s climate legacy. Trump has spent the past several months on the campaign trail hammering his opponent on everything from offshore wind to electric vehicles, dishwashers, and gas stoves. The bashing has little to do with the actual policies, but rather with the idea of climate policy itself.
The modern Republican Party has “managed to define almost all aspects of environmentalism — even just future concern for other people’s welfare — as not a virtue anymore but a sign of weakness,” Riley Dunlap, a professor emeritus of environmental sociology at Oklahoma State University, put it to me. Heatmap columnist Paul Waldman recently dubbed this kind of political positioning “anti-anti-climate change” — not in favor environmental degradation per se, but certainly against anyone trying to stop it. Trump is merely an exemplar of a greater shift on the right — traceable also to Wyoming Senator John Barrasso, Wisconsin Senator Ron Johnson, and on down to dozens of state attorneys general suing to roll back the Biden administration’s climate policies — moving “the conversation from the real problem onto the supposedly oppressive efforts to solve it.”
It’s a phenomenon I’ve observed, too, in my writing about how Republicans have evolved from the denial and skepticism strategies of the 1990s and early 2000s to today’s more underhanded tactics. Why bother getting hung up on the specifics of what is causing global warming or if it’s happening (especially when popular belief in the scientific consensus is at an all-time high) when you can focus on how the elites in Washington want to control how you drive, eat, invest, and cook, instead?
Jay Turner, a professor of environmental studies at Wellesley College and the author of The Republican Reversal: Conservatives and the Environment from Nixon to Trump, told me the politicization of climate change has been building for more than a decade. He traced the strategy back to around the 2010 midterms, when the populist, anti-government Tea Party movement — today mostly remembered for opposition to Obama-era federal healthcare reforms — also took aim at climate change. With the backing of the libertarian advocacy group Americans for Prosperity (funded by petrochemical billionaires Charles and David Koch), the movement helped kill the bipartisan cap-and-trade Waxman-Markey Bill, which up to that point had been the biggest climate bill ever to pass a chamber of Congress.
“A culture of freedom and abundance is something that is very American,” Turner told me. “The idea that we’re going to curb fossil fuels or are transitioning our economy because of an abstract environmental threat” runs counter to what many feel the flag stands for.
Republicans, especially those angling for a national audience, have found traction with voters exploiting this perceived threat. The general public isn’t terribly energy literate, so politicians “can kind of make up stuff like, ‘They’re going to make you use these terrible toilets, they’re gonna force you to get an electric car, they’re going to force you just start eating fake meat,’” Dunlap, the Oklahoma State professor, said. “The message is, ‘These people are out to get you, and we’re fighting for you.’”
This dialog presents a problem for Biden, who has not only enacted numerous climate policies, but who also now faces the daunting task of explaining to voters what all of them are. But by opening a second, substantively unrelated front in the climate conversation, Trump and other Republicans have wrenched the message away from liberal-coded ideas that are, in fact, popular across a broad spectrum of voters and toward more solid conservative ground.
“Most Republican voters still want clean air and clean water and a healthy climate,” is how David Pomerantz, the executive director of the Energy and Policy Institute, a utilities watchdog, put it to me. “But if they’re able to cast this messaging in ways that are anti-government, anti-elitist, and anti-somebody-telling-you-what-you-have-to-do, then they think that can be an effective strategy.”
It’s working. As Biden has paused approving construction permits for new liquefied natural gas export terminals (which is also a clean-air issue) and argued for diversifying American energy (an economic one), Republicans have doubled down on their anti-anti-climate bona fides. “I don’t know if this is an actual term anyone uses, but it might be more accurate to say they are ‘vice signaling’ because it’s like, ‘Yeah, we’re for the bad thing because it’s a way to own the libs,’” Pomerantz said. There is often a healthy amount of irony in these sorts of controversies, such as Florida Gov. Ron DeSantis’ crusade against gas stoves that are used by less than 10% of Floridians, or a ban on lab-grown meat, which isn’t even available in the U.S.
The “obvious and boring” thing for Biden, his team, and others to do in the face of such bluster is “to just say the true thing over and over,” Pomerantz went on. But he also noted that climate advocates like EPI must make clear “not only when people are lying or purveying disinformation, but why.” If Trump hits Biden over energy or drilling, for example, the president could counter by raising Trump’s recent closed-door dealings with oil executives, in which he used fossil-fuel regulations intended to keep Americans healthy as a bargaining chip for soliciting campaign donations. But that kind of move is only possible after your opponent has set the pieces on the board — and if your opponent is disingenuous, as likely as not, you’ll have lost by the time you get started.
If there is any good news, it’s that the presidential debate itself won’t matter. Whatever Trump and Biden say about climate next month won’t change the minds of any of the few dozen people (OK fine, actually more like 63 million, based on the audience of their last matchup, in 2020) likely to tune in.
The bad news is that Biden has already lost the climate debate, even if Trump renews his distinction of setting “the tone for the worst presidential debate in living memory,” as he did the last time around. Because by arguing foolish premises, Biden legitimizes them. And he may have no other choice.
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Amarillo-area residents successfully beat back a $600 million project from Xcel Energy that would have provided useful tax revenue.
Power giant Xcel Energy just suffered a major public relations flap in the Texas Panhandle, scrubbing plans for a solar project amidst harsh backlash from local residents.
On Friday, Xcel Energy withdrew plans to build a $600 million solar project right outside of Rolling Hills, a small, relatively isolated residential neighborhood just north of the city of Amarillo, Texas. The project was part of several solar farms it had proposed to the Texas Public Utilities Commission to meet the load growth created by the state’s AI data center boom. As we’ve covered in The Fight, Texas should’ve been an easier place to do this, and there were few if any legal obstacles standing in the way of the project, dubbed Oneida 2. It was sited on private lands, and Texas counties lack the sort of authority to veto projects you’re used to seeing in, say, Ohio or California.
But a full-on revolt from homeowners and realtors apparently created a public relations crisis.
Mere weeks ago, shortly after word of the project made its way through the small community that is Rolling Hills, more than 60 complaints were filed to the Texas Public Utilities Commission in protest. When Xcel organized a public forum to try and educate the public about the project’s potential benefits, at least 150 residents turned out, overwhelmingly to oppose its construction. This led the Minnesota-based power company to say it would scrap the project entirely.
Xcel has tried to put a happy face on the situation. “We are grateful that so many people from the Rolling Hills neighborhood shared their concerns about this project because it gives us an opportunity to better serve our communities,” the company said in a statement to me. “Moving forward, we will ask for regulatory approval to build more generation sources to meet the needs of our growing economy, but we are taking the lessons from this project seriously.”
But what lessons, exactly, could Xcel have learned? What seems to have happened is that it simply tried to put a solar project in the wrong place, prizing convenience and proximity to an existing electrical grid over the risk of backlash in an area with a conservative, older population that is resistant to change.
Just ask John Coffee, one of the commissioners for Potter County, which includes Amarillo, Rolling Hills, and a lot of characteristically barren Texas landscape. As he told me over the phone this week, this solar farm would’ve been the first utility-scale project in the county. For years, he said, renewable energy developers have explored potentially building a project in the area. He’s entertained those conversations for two big reasons – the potential tax revenue benefits he’s seen elsewhere in Texas; and because ordinarily, a project like Oneida 2 would’ve been welcomed in any of the pockets of brush and plain where people don’t actually live.
“We’re struggling with tax rates and increases and stuff. In the proper location, it would be well-received,” he told me. “The issue is, it’s right next to a residential area.”
Indeed, Oneida 2 would’ve been smack dab up against Rolling Hills, occupying what project maps show would be the land surrounding the neighborhood’s southeast perimeter – truly the sort of encompassing adjacency that anti-solar advocates like to describe as a bogeyman.
Cotton also told me he wasn’t notified about the project’s existence until a few weeks ago, at the same time resident complaints began to reach a fever pitch. He recalled hearing from homeowners who were worried that they’d no longer be able to sell their properties. When I asked him if there was any data backing up the solar farm’s potential damage to home prices, he said he didn’t have hard numbers, but that the concerns he heard directly from the head of Amarillo’s Realtors Association should be evidence enough.
Many of the complaints against Oneida 2 were the sort of stuff we’re used to at The Fight, including fears of fires and stormwater runoff. But Cotton said it really boiled down to property values – and the likelihood that the solar farm would change the cultural fabric in Rolling Hills.
“This is a rural area. There are about 300 homes out there. Everybody sitting out there has half an acre, an acre, two acres, and they like to enjoy the quiet, look out their windows and doors, and see some distance,” he said.
Ironically, Cotton opposed the project on the urging of his constituents, but is now publicly asking Xcel to continue to develop solar in the county. “Hopefully they’ll look at other areas in Potter County,” he told me, adding that at least one resident has already come to him with potential properties the company could acquire. “We could really use the tax money from it. But you just can’t harm a community for tax dollars. That’s not what I’m about.”
I asked Xcel how all this happened and what their plans are next. A spokesperson repeatedly denied my requests to discuss Oneida 2 in any capacity. In a statement, the company told me it “will provide updates if the project is moved to another site,” and that “the company will continue to evaluate whether there is another location within Potter County, or elsewhere, to locate the solar project.”
Meanwhile, Amarillo may be about to welcome data center development because of course, and there’s speculation the first AI Stargate facility may be sited near Amarillo, as well.
City officials will decide in the coming weeks on whether to finalize a key water agreement with a 5,600-acre private “hypergrid” project from Fermi America, a new company cofounded by former Texas governor Rick Perry, says will provide upwards of 11 gigawatts to help fuel artificial intelligence services. Fermi claims that at least 1 gigawatt of power will be available by the end of next year – a lot of power.
The company promises that its “hypergrid” AI campus will use on-site gas and nuclear generation, as well as contracted gas and solar capacity. One thing’s for sure – it definitely won’t be benefiting from a large solar farm nearby anytime soon.
And more of the most important news about renewable projects fighting it out this week.
1. Racine County, Wisconsin – Microsoft is scrapping plans for a data center after fierce opposition from a host community in Wisconsin.
2. Rockingham County, Virginia – Another day, another chokepoint in Dominion Energy’s effort to build more solar energy to power surging load growth in the state, this time in the quaint town of Timberville.
3. Clark County, Ohio – This county is one step closer to its first utility-scale solar project, despite the local government restricting development of new projects.
4. Coles County, Illinois – Speaking of good news, this county reaffirmed the special use permit for Earthrise Energy’s Glacier Moraine solar project, rebuffing loud criticisms from surrounding households.
5. Lee County, Mississippi – It’s full steam ahead for the Jugfork solar project in Mississippi, a Competitive Power Ventures proposal that is expected to feed electricity to the Tennessee Valley Authority.
A conversation with Enchanted Rock’s Joel Yu.
This week’s chat was with Joel Yu, senior vice president for policy and external affairs at the data center micro-grid services company Enchanted Rock. Now, Enchanted Rock does work I usually don’t elevate in The Fight – gas-power tracking – but I wanted to talk to him about how conflicts over renewable energy are affecting his business, too. You see, when you talk to solar or wind developers about the potential downsides in this difficult economic environment, they’re willing to be candid … but only to a certain extent. As I expected, someone like Yu who is separated enough from the heartburn that is the Trump administration’s anti-renewables agenda was able to give me a sober truth: Land use and conflicts over siting are going to advantage fossil fuels in at least some cases.
The following conversation was lightly edited for clarity.
Help me understand where, from your perspective, the generation for new data centers is going to come from. I know there are gas turbine shortages, but also that solar and wind are dealing with headwinds in the United States given cuts to the Inflation Reduction Act.
There are a lot of stories out there about certain technologies coming out to the forefront to solve the problem, whether it’s gas generation or something else. But the scale and the scope of this stuff … I don’t think there is a silver bullet where it’s all going to come from one place.
The Energy Department put out a request for information looking for ways to get to 3 gigawatts quickly, but I don’t think there is any way to do that quickly in the United States. It’s going to take work from generation developers, batteries, thermal generation, emerging storage technologies, and transmission. Reality is, whether it is supply chain issues or technology readiness or the grid’s readiness to accept that load generation profile, none of it is ready. We need investment and innovation on all fronts.
How do conflicts over siting play into solving the data center power problem? Like, how much of the generation that we need for data center development is being held back by those fights?
I do have an intuitive sense that the local siting and permitting concerns around data centers are expanding in scope from the normal noise and water considerations to include impacts to energy affordability and reliability, as well as the selection of certain generation technologies. We’ve seen diesel generation, for example, come into the spotlight. It’s had to do with data center permitting in certain jurisdictions, in places like Maryland and Minnesota. Folks are realizing that a data center comes with a big power plant – their diesel generation. When other power sources fall short, they’ll rely on their diesel more frequently, so folks are raising red flags there. Then, with respect to gas turbines or large cycle units, there’s concerns about viewsheds, noise and cooling requirements, on top of water usage.
How many data center projects are getting their generation on-site versus through the grid today?
Very few are using on-site generation today. There’s a lot of talk about it and interest, but in order to serve our traditional cloud services data center or AI-type loads, they’re looking for really high availability rates. That’s really costly and really difficult to do if you’re off the grid and being serviced by on-site generation.
In the context of policy discussions, co-location has primarily meant baseload resources on sites that are serving the data centers 24/7 – the big stories behind Three Mile Island and the Susquehanna nuclear plant. But to be fair, most data centers operational today have on-site generation. That’s their diesel backup, what backstops the grid reliability.
I think where you’re seeing innovation is modular gas storage technologies and battery storage technologies that try to come in and take the space of the diesel generation that is the standard today, increasing the capability of data centers in terms of on-site power relative to status quo. Renewable power for data centers at scale – talking about hundreds of megawatts at a time – I think land is constraining.
If a data center is looking to scale up and play a balancing act of competing capacity versus land for energy production, the competing capacity is extremely valuable. They’re going to prioritize that first and pack as much as they can into whatever land they have to develop. Data centers trying to procure zero-carbon energy are primarily focused on getting that energy over wires. Grid connection, transmission service for large-scale renewables that can match the scale of natural gas, there’s still very strong demand to stay connected to the grid for reliability and sustainability.
Have you seen the state of conflict around renewable energy development impact data center development?
Not necessarily. There is an opportunity for data center development to coincide with renewable project development from a siting perspective, if they’re going to be co-located or near to each other in remote areas. For some of these multi-gigawatt data centers, the reason they’re out in the middle of nowhere is a combination of favorable permitting and siting conditions for thousands of acres of data center building, substations and transmission –
Sorry, but even for projects not siting generation, if megawatts – if not gigawatts – are held up from coming to the grid over local conflicts, do you think that’s going to impact data center development at all? The affordability conversions? The environmental ones?
Oh yeah, I think so. In the big picture, the concern is if you can integrate large loads reliably and affordably. Governors, state lawmakers are thinking about this, and it’s bubbling up to the federal level. You need a broad set of resources on the grid to provide that adequacy. To the extent you hold up any grid resources, renewable or otherwise, you’re going to be staring down some serious challenges in serving the load. Virginia’s a good example, where local groups have held up large-scale renewable projects in the state, and Dominion’s trying to build a gas peaker plant that’s being debated, too. But in the meantime, it is Data Center Alley, and there are gigawatts of data centers that continue to want to get in and get online as quickly as possible. But the resources to serve that load are not coming online in time.
The push toward co-location probably does favor thermal generation and battery storage technologies over straight renewable energy resources. But a battery can’t cover 24/7 use cases for a data center, and neither will our unit. We’re positioned to be a bridge resource for 24/7 use for a few years until they can get more power to the market, and then we can be a flexible backup resource – not a replacement for the large-scale and transmission-connected baseload power resources, like solar and wind. Texas has benefited from huge deployments of solar and wind. That has trickled down to lower electricity costs. Those resources can’t do it alone, and there’s thermal to balance the system, but you need it all to meet the load growth.