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On early reactions to the legislation, AI weather forecasts, and bull sharks
Current conditions: Taiwan is bracing for Typhoon Gaemi • A volcanic eruption from Mt. Etna closed Sicily’s Catania International Airport • Data suggests Sunday was the hottest day in Earth’s recorded history.
Sens. Joe Manchin and John Barrasso released a permitting reform bill last night that “is expected to bolster the buildout of both renewable and fossil fuel energy sources,” as The Hillreported. The legislation would impose a timeline on legal challenges to federal authorizations for energy projects, require annual lease sales of both offshore wind and offshore oil through 2029, exclude some exploration activity for geothermal energy from environmental reviews, and scrap the Biden administration’s (now overturned) pause on approvals for liquefied natural gas export terminals by requiring the Department of Energy to decide on approving the terminals within 90 days. The bill also includes some longstanding Democratic and Republican ideas on environmental permitting, such as making permitting for renewables projects stand on a more equal footing with the relatively easy path for permitting oil and gas projects.
Reactions have so far been pretty mixed. Transmission company Grid United called the act “a significant bipartisan step forward in streamlining the permitting process for critical energy infrastructure projects,” and a “game changer for the U.S. electric grid.” Meanwhile the Center for Biological Diversity called it “the biggest giveaway in decades to the fossil fuel industry.”
Manchin and Barrasso are the chair and ranking member (respectively) of the Senate Energy and Natural Resources Committee. Manchin is an independent from West Virginia who caucuses with Democrats, while Barrasso is a Republican from Wyoming, both states with large fossil energy resources and industries.
The U.S. government’s National Oceanic and Atmospheric Agency is partnering with United Airlines to deploy a commercial airliner that monitors atmospheric greenhouse gases. The multi-year partnership will involve kitting out a Boeing 737 with equipment that can measure carbon dioxide, methane, and other warming gases to see if “a potential larger network” of commercial aircraft could be used to keep tabs on the atmosphere. NOAA already regularly measures air pollution by contracting with private pilots, but these missions are costly and their scope is restricted. “Installing instruments on airliners would vastly increase the number and distribution of samples that would be collected,” NOAA said.
The Rhodium Group think tank today published its annual report forecasting the trajectory of U.S. greenhouse gas emissions based on things like current policy, economic growth expectations, fossil fuel prices, and clean energy trends. It found that, by 2035, the U.S. will cut its emissions pretty significantly – between 38% and 56% – when compared to 2005 levels as abatement efforts grow. By 2030, Rhodium said emissions could fall by 43% compared to 2005, but this is still short of the 50% target under the Paris Agreement.
Rhodium Group
When looking at emissions by sector, the sharpest decline will be in the power sector, where emissions are expected to be at least 42% lower than current levels by 2035, and possibly up to 83% lower. Renewables could account for up to 88% of electricity generation that year, and unabated coal generation will be near zero, thanks largely to the Inflation Reduction Act’s subsidies and new power plant emission limits imposed by the Environmental Protection Agency. Transportation emissions will also fall significantly thanks to the EPA’s tailpipe rules. Industry is expected to become the biggest source of emissions in 2033 and will see just modest declines, most of which will be in oil and gas operations.
The group applauded this progress but said growing demand for electricity (especially from data centers) coupled with slow permitting, building, and grid interconnection for clean energy projects could put Paris targets even further out of reach.
The Pentagon is growing increasingly concerned about cooperation between Russia and China in the Arctic. As the planet warms and the Arctic region thaws, the two nations have been collaborating to develop new shipping routes in a broader effort to exert global influence, Reutersreported. The Defense Department released a report yesterday on the issue, saying it will expand its surveillance in the area to improve national security and “ensure the Arctic does not become a strategic blind spot.” The Arctic is warming about four times faster than the rest of the planet.
Google researchers have created an experimental weather-prediction tool called NeuralGCM that could open the door to the future of forecasting. The model combines the speed of artificial intelligence with the accuracy of conventional atmospheric forecasting to churn out quality weather predictions quickly and efficiently. According to a paper published in the journal Nature, this hybrid tool has proven to be faster than traditional forecasting tools, and more accurate than AI-only models at long-range weather predictions. Tools like NeuralGCM could provide a breakthrough in predicting large-scale climate events and extreme weather far in advance. Here’s a look at how the tool (blue line) performed in predicting global temperatures (orange line) between 1980 and 2020 compared to a traditional physics-based, atmosphere-only forecasting tool (red line):
Google
Researchers say warming waters along the U.S. Gulf Coast are driving a fivefold increase in the number of baby bull sharks in the region’s estuaries.
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From Kansas to Brooklyn, the fire is turning battery skeptics into outright opponents.
The symbol of the American battery backlash can be found in the tiny town of Halstead, Kansas.
Angry residents protesting a large storage project proposed by Boston developer Concurrent LLC have begun brandishing flashy yard signs picturing the Moss Landing battery plant blaze, all while freaking out local officials with their intensity. The modern storage project bears little if any resemblance to the Moss Landing facility, which uses older technology,, but that hasn’t calmed down anxious locals or stopped news stations from replaying footage of the blaze in their coverage of the conflict.
The city of Halstead, under pressure from these locals, is now developing a battery storage zoning ordinance – and explicitly saying this will not mean a project “has been formally approved or can be built in the city.” The backlash is now so intense that Halstead’s mayor Dennis Travis has taken to fighting back against criticism on Facebook, writing in a series of posts about individuals in his community “trying to rule by MOB mentality, pushing out false information and intimidating” volunteers working for the city. “I’m exercising MY First Amendment Right and well, if you don’t like it you can kiss my grits,” he wrote. Other posts shared information on the financial benefits of building battery storage and facts to dispel worries about battery fires. “You might want to close your eyes and wish this technology away but that is not going to happen,” another post declared. “Isn’t it better to be able to regulate it in our community?”
What’s happening in Halstead is a sign of a slow-spreading public relations wildfire that’s nudging communities that were already skeptical of battery storage over the edge into outright opposition. We’re not seeing any evidence that communities are transforming from supportive to hostile – but we are seeing new areas that were predisposed to dislike battery storage grow more aggressive and aghast at the idea of new projects.
Heatmap Pro data actually tells the story quite neatly: Halstead is located in Harvey County, a high risk area for developers that already has a restrictive ordinance banning all large-scale solar and wind development. There’s nothing about battery storage on the books yet, but our own opinion poll modeling shows that individuals in this county are more likely to oppose battery storage than renewable energy.
We’re seeing this phenomenon play out elsewhere as well. Take Fannin County, Texas, where residents have begun brandishing the example of Moss Landing to rail against an Engie battery storage project, and our modeling similarly shows an intense hostility to battery projects. The same can be said about Brooklyn, New York, where anti-battery concerns are far higher in our polling forecasts – and opposition to battery storage on the ground is gaining steam.
And more on the week’s conflicts around renewable energy.
1. Carbon County, Wyoming – I have learned that the Bureau of Land Management is close to approving the environmental review for a transmission line that would connect to BluEarth Renewables’ Lucky Star wind project.
2. Nantucket County, Massachusetts – Anti-offshore wind advocates are pushing the Trump administration to rescind air permits issued to Avangrid for New England Wind 1 and 2, the same approval that was ripped away from Atlantic Shores offshore wind farm last Friday.
3. Campbell County, Virginia – The HEP Solar utility-scale project in rural Virginia is being accused of creating a damaging amount of runoff, turning a nearby lake into a “mud pit.” (To see the story making the rounds on anti-renewables social media, watch this TV news segment.)
4. Marrow County, Ohio – A solar farm in Ohio got approvals for once! Congratulations to ESA Solar on this rare 23-acre conquest.
5. Madison County, Indiana – The Indiana Supreme Court has rejected an effort by Invenergy to void a restrictive county ordinance.
6. Davidson County, North Carolina – A fraught conflict is playing out over a Cypress Creek Renewables solar project in the town of Denton, which passed a solar moratorium that contradicts approval for the project issued by county officials in 2022.
7. Knox County, Nebraska – A federal judge has dismissed key aspects of a legal challenge North Fork Wind, a subsidiary of National Grid Renewables, filed against the county for enacting a restrictive wind ordinance that hinders development of their project.
8. Livingston Parish, Louisiana – This parish is extending a moratorium on new solar farm approvals for at least another year, claiming such action is necessary to comply with a request from the state.
9. Jefferson County, Texas – The city council in the heavily industrial city of Port Arthur, Texas, has approved a lease for constructing wind turbines in a lake.
10. Linn County, Oregon – What is supposed to be this county’s first large-scale solar farm is starting to face pushback over impacts to a wetlands area.Today’s sit-down is with Nikhil Kumar, a program director at GridLab and an expert in battery storage safety and regulation. Kumar’s folks reached out to me after learning I was writing about Moss Landing and wanted to give his honest and open perspective on how the disaster is impacting the future of storage development in the U.S. Let’s dive in!
The following is an abridged and edited version of our conversation.
So okay – walk me through your perspective on what happened with Moss Landing.
When this incident occurred, I’d already been to Moss Landing plenty of times. It caught me by surprise in the sense that it had reoccurred – the site had issues in the past.
A bit of context about my background – I joined GridLab relatively recently, but before that I spent 20 years in this industry, often working on the integrity and quality assurance of energy assets, anything from a natural gas power plant to nuclear to battery to a solar plant. I’m very familiar with safety regulation and standards for the energy industry, writ large.
Help me understand how things have improved since Moss Landing. Why is this facility considered by some to be an exception to the rule?
It’s definitely an outlier. Batteries are very modular by nature, you don’t need a lot of overall facility to put battery storage on the ground. From a construction standpoint, a wind or solar farm or even a gas plant is more complex to put together. But battery storage, that simplicity is a good thing.
That’s not the case with Moss Landing. If you look at the overall design of these sites, having battery packs in a building with a big hall is rare.
Pretty much every battery that’s been installed in the last two or three years, industry has already known about this [risk]. When the first [battery] fire occurred, they basically containerized everything – you want to containerize everything so you don’t have these thermal runaway events, where the entire battery batch catches fire. If you look at the record, in the last two or three years, I do not believe a single such design was implemented by anybody. People have learned from that experience already.
Are we seeing industry have to reckon with this anyway? I can’t help but wonder if you’ve witnessed these community fears. It does seem like when a fire happens, it creates problems for developers in other parts of the country. Are developers reckoning with a conflation from this event itself?
I think so. Developers that we’ve talked to are very well aware of reputational risk. They do not want people to have general concern with this technology because, if you look at how much battery is waiting to be connected to the grid, that’s pretty much it. There’s 12 times more capacity of batteries waiting to be connected to the grid than gas. That’s 12X.
We should wait for the city and I would really expect [Vistra] to release the root cause investigation of this fire. Experts have raised a number of these potential root causes. But we don’t know – was it the fire suppression system that failed? Was it something with the batteries?
We don’t know. I would hope that the details come out in a transparent way, so industry can make those changes, in terms of designs.
Is there anything in terms of national regulation governing this sector’s performance standards and safety standards, and do you think something like that should exist?
It should exist and it is happening. The NFPA [National Fire Prevention Association] is putting stuff out there. There might be some leaders in the way California’s introduced some new regulation to make sure there’s better documentation, safety preparedness.
There should be better regulation. There should be better rules. I don’t think developers are even against that.
OK, so NFPA. But what about the Trump administration? Should they get involved here?
I don’t think so. The OSHA standards apply to people who work on site — the regulatory frameworks are already there. I don’t think they need some special safety standard that’s new that applies to all these sites. The ingredients are already there.
It’s like coal power plants. There’s regulation on greenhouse gas emissions, but not all aspects of coal plants. I’m not sure if the Trump administration needs to get involved.
It sounds like you're saying the existing regulations are suitable in your view and what’s needed is for states and industry to step up?
I would think so. Just to give you an example, from an interconnection standpoint, there’s IEEE standards. From the battery level, there are UL standards. From the battery management system that also manages a lot of the ins and outs of how the battery operates —- a lot of those already have standards. To get insurance on a large battery site, they have to meet a lot of these guidelines already — nobody would insure a site otherwise. There’s a lot of financial risk. You don’t want batteries exploding because you didn’t meet any of these hundreds of guidelines that already exist and in many cases standards that exist.
So, I don’t know if something at the federal level changes anything.
My last question is, if you were giving advice to a developer, what would you say to them about making communities best aware of these tech advancements?
Before that, I am really hoping Vistra and all the agencies involved [with Moss Landing] have a transparent and accountable process of revealing what actually happened at this site. I think that’s really important.