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Counties that veered from Obama in 2008 to Trump in 2016 are more likely to oppose renewables development.
In Texas, the Oak Run Solar Project would have been a slam dunk.
Developers would install 800 megawatts of solar panels — enough to power 800,000 homes — across nine square miles of unused land. It would devote some of its acreage to new farming practices that incorporate solar panels. And it would sell its electricity cheaply — and profitably — because it was near the state capital and because it could take advantage of a pre-existing onsite connection to the regional power grid.
But Oak Run wasn’t proposed in Texas. It was proposed in Ohio, and that means it has faced enormous opposition. Ohio has some of the country’s strictest restrictions on solar development, and 10 counties have blocked solar development outright.
Although Madison County, where Oak Run was proposed, is not one of them, the blowback to the project cost a local Republican county commissioner his job. Oak Run was eventually approved by the state’s power siting board earlier this year, but its opponents are now appealing that decision in the state’s Supreme Court.
Madison County, Ohio, also illustrates the political transformation that has revolutionized the upper Midwest. The predominantly rural county near the state’s capital, Columbus, has favored Republicans since the 1960s. But in recent decades it has swung hard to the right. In 2008, Barack Obama won nearly 40% of the county’s vote. Eight years later, Hillary Clinton picked up just 27%.
These two facts may seem like they have little to do with each other. But they point to one of the biggest trends in clean energy development across the country: The counties that voted for Barack Obama in 2008 and then Donald Trump in 2016 are some of the worst places in the country to permit and build renewable projects.
The size of a county’s swing from 2008 to 2016 is one of the biggest predictors of whether a proposed wind or solar project will be contested or blocked, according to a new Heatmap Pro analysis of more than 8,500 projects and local policies around the country.
The magnitude of that swing is by far the most important political variable to emerge from Heatmap Pro’s analysis of more than 60 risk factors influencing community support or opposition to renewable projects. It is more strongly associated with a given project’s success than whether a county votes for Democratic or Republican candidates overall.
The only variables that are more closely correlated than the 2008-to-2016 swing are fundamental measures of a region’s population or local economy, such as its median income, racial demographics, or dominant industries. Towns and regions that heavily depend on farming, for instance, have become particularly reluctant to accept new solar projects in recent years.
Heatmap Pro’s analysis focused not only on whether a county’s residents support wind or solar projects in theory, but also on whether renewable projects proposed in the area are canceled, contested, or exposed to political turbulence. It surveyed more than 7,000 wind and solar projects proposed and built across the United States since the 1990s.
Many of the counties with the largest Obama-to-Trump swings have passed proposals meant to limit renewable development. Vermillion County in Indiana — where more than a quarter of voters swung from Obama to Trump — has an extensive set of restrictions on new solar projects. Solar projects in Elk County, Pennsylvania, which saw a similar swing, have also turned out against solar projects using up “prime farmland.”
There are a few reasons why the Obama-to-Trump swing might be associated with more opposition to renewables.
In 2008, solar and wind were still frontier technologies and were not price-competitive with fossil fuels. Although vaguely associated with Democrats, politicians on both sides of the aisles championed wind and solar so as to wean the country off foreign oil.
But in the following decade, the U.S. increased its solar capacity by roughly 100-fold, while it has more than doubled its installed wind capacity.. Today, solar and wind energy are major features of the electricity system, and many Republicans have openly embraced fossil fuels and cast doubt on the value of cleaner alternatives.
To be sure, the Obama-to-Trump swing was influenced by other social and economic factors, as well as a state’s specific political environment. Leah Stokes, a UC Santa Barbara political scientist who has studied the growing local opposition to wind farms, told me that the correlation with Obama-Trump voters may originate from Trump’s dominance of the upper Midwest in 2016. Because a small group of anti-renewable advocates can change an entire region’s policies, that could lead to more opposition to renewables in one part of the country or another.
“Is there a person, or a network of people, who are going place by place pushing these anti-solar and wind local laws? That would lead to a geographic concentration,” she said.
Even within individual counties, the electorate wasn’t the same in 2016 as it was in 2008. Throughout the 2010s, tens of millions of Americans moved around the country, with the largest net change moving from the Northeast to the South. Cities became younger on average, while rural areas and suburbs became older.
Even within counties, a different set of voters showed up to the polls in each election. One reason why the 2012 election might not be correlated with opposition to renewables is that many voters who voted for Obama in 2008 skipped the next cycle. Those same voters — many of whom were white and working class — showed back up in 2016 and backed Trump.
What is driving the opposition to renewables? Perhaps a county’s swing against renewable energy is happening precisely because voters there are persuadable. From 2008 to 2016, many voters in these counties changed their minds about which candidate or political party to support. As they shifted their stance to the right, they also adopted more seemingly Republican views about wind and solar development. Donald Trump has distinguished himself by his embrace of fossil fuels and climate change skepticism — perhaps as voters come to support him, they also adopt his positions.
What’s interesting, however, is that deep red counties that have not seen a political shift — places that backed, say, McCain and Romney by roughly the same margin as they backed Trump in 2016 — continue to build wind and solar at a good clip. Texas, for instance, is the No. 1 state for renewable deployment. A county’s partisanship, in other words, is not as good a predictor of its opposition to renewables as its swinginess.
Edgar Virguez, an energy systems engineer at the Carnegie Institution for Science at Stanford University, has studied what drives opposition to renewables in North Carolina. He told me that some of the same factors that predict a county’s Trump support — such as its population density and education level — also predict whether that county has enacted a local restriction on renewable energy.
When he and his colleagues studied local policies in North Carolina, they found that lower density and less educated counties “had significantly higher reductions in the land available for solar development” when compared with denser or more educated counties, he said. Once a county has fewer than 35 people per square mile, or when less than 20% of the population has a bachelor’s degree, the number of restrictions on local land use shot up. That’s a problem for decarbonization, he added, because less dense counties also usually have the best and most affordable land available for solar development.
That finding may not hold true in other states. Heatmap, for instance, has found that whiter and more educated counties are more likely to oppose renewables. And to some degree, less dense counties are exactly where you’d expect to see more solar and wind projects get built — and thus more local policies restricting them pop up. But it is nonetheless not great news for advocates, given that a couple of America’s political institutions — namely, the Senate and the Electoral College — favor rural voters or Midwestern states. If the trend takes root, then it could eventually curtail renewable development across the country. That question — and many others — will partly be decided in this week’s presidential election.
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A conversation with Mary King, a vice president handling venture strategy at Aligned Capital
Today’s conversation is with Mary King, a vice president handling venture strategy at Aligned Capital, which has invested in developers like Summit Ridge and Brightnight. I reached out to Mary as a part of the broader range of conversations I’ve had with industry professionals since it has become clear Republicans in Congress will be taking a chainsaw to the Inflation Reduction Act. I wanted to ask her about investment philosophies in this trying time and how the landscape for putting capital into renewable energy has shifted. But Mary’s quite open with her view: these technologies aren’t going anywhere.
The following conversation has been lightly edited and abridged for clarity.
How do you approach working in this field given all the macro uncertainties?
It’s a really fair question. One, macro uncertainties aside, when you look at the levelized cost of energy report Lazard releases it is clear that there are forms of clean energy that are by far the cheapest to deploy. There are all kinds of reasons to do decarbonizing projects that aren’t clean energy generation: storage, resiliency, energy efficiency – this is massively cost saving. Like, a lot of the methane industry [exists] because there’s value in not leaking methane. There’s all sorts of stuff you can do that you don’t need policy incentives for.
That said, the policy questions are unavoidable. You can’t really ignore them and I don’t want to say they don’t matter to the industry – they do. It’s just, my belief in this being an investable asset class and incredibly important from a humanity perspective is unwavering. That’s the perspective I’ve been taking. This maybe isn’t going to be the most fun market, investing in decarbonizing things, but the sense of purpose and the belief in the underlying drivers of the industry outweigh that.
With respect to clean energy development, and the investment class working in development, how have things changed since January and the introduction of these bills that would pare back the IRA?
Both investors and companies are worried. There’s a lot more political and policy engagement. We’re seeing a lot of firms and organizations getting involved. I think companies are really trying to find ways to structure around the incentives. Companies and developers, I think everybody is trying to – for lack of a better term – future-proof themselves against the worst eventuality.
One of the things I’ve been personally thinking about is that the way developers generally make money is, you have a financier that’s going to buy a project from them, and the financier is going to have a certain investment rate of return, or IRR. So ITC [investment tax credit] or no ITC, that IRR is going to be the same. And the developer captures the difference.
My guess – and I’m not incredibly confident yet – but I think the industry just focuses on being less ITC dependent. Finding the projects that are juicier regardless of the ITC.
The other thing is that as drafts come out for what we’re expecting to see, it’s gone from bad to terrible to a little bit better. We’ll see what else happens as we see other iterations.
How are you evaluating companies and projects differently today, compared to how you were maybe before it was clear the IRA would be targeted?
Let’s say that we’re looking at a project developer and they have a series of projects. Right now we’re thinking about a few things. First, what assets are these? It’s not all ITC and PTC. A lot of it is other credits. Going through and asking, how at risk are these credits? And then, once we know how at risk those credits are we apply it at a project level.
This also raises a question of whether you’re going to be able to find as many projects. Is there going to be as much demand if you’re not able to get to an IRR? Is the industry going to pay that?
What gives you optimism in this moment?
I’ll just look at the levelized cost of energy and looking at the unsubsidized tables say these are the projects that make sense and will still get built. Utility-scale solar? Really attractive. Some of these next-gen geothermal projects, I think those are going to be cost effective.
The other thing is that the cost of battery storage is just declining so rapidly and it’s continuing to decline. We are as a country expected to compare the current price of these technologies in perpetuity to the current price of oil and gas, which is challenging and where the technologies have not changed materially. So we’re not going to see the cost decline we’re going to see in renewables.
And more news around renewable energy conflicts.
1. Nantucket County, Massachusetts – The SouthCoast offshore wind project will be forced to abandon its existing power purchase agreements with Massachusetts and Rhode Island if the Trump administration’s wind permitting freeze continues, according to court filings submitted last week.
2. Tippacanoe County, Indiana – This county has now passed a full solar moratorium but is looking at grandfathering one large utility-scale project: RWE and Geenex’s Rainbow Trout solar farm.
3. Columbia County, Wisconsin – An Alliant wind farm named after this county is facing its own pushback as the developer begins the state permitting process and is seeking community buy-in through public info hearings.
4. Washington County, Arkansas – It turns out even mere exploration for a wind project out in this stretch of northwest Arkansas can get you in trouble with locals.
5. Wagoner County, Oklahoma – A large NextEra solar project has been blocked by county officials despite support from some Republican politicians in the Sooner state.
6. Skagit County, Washington – If you’re looking for a ray of developer sunshine on a cloudy day, look no further than this Washington State county that’s bucking opposition to a BESS facility.
7. Orange County, California – A progressive Democratic congressman is now opposing a large battery storage project in his district and talking about battery fire risks, the latest sign of a populist revolt in California against BESS facilities.
Permitting delays and missed deadlines are bedeviling solar developers and activist groups alike. What’s going on?
It’s no longer possible to say the Trump administration is moving solar projects along as one of the nation’s largest solar farms is being quietly delayed and even observers fighting the project aren’t sure why.
Months ago, it looked like Trump was going to start greenlighting large-scale solar with an emphasis out West. Agency spokespeople told me Trump’s 60-day pause on permitting solar projects had been lifted and then the Bureau of Land Management formally approved its first utility-scale project under this administration, Leeward Renewable Energy’s Elisabeth solar project in Arizona, and BLM also unveiled other solar projects it “reasonably” expected would be developed in the area surrounding Elisabeth.
But the biggest indicator of Trump’s thinking on solar out west was Esmeralda 7, a compilation of solar project proposals in western Nevada from NextEra, Invenergy, Arevia, ConnectGen, and other developers that would, if constructed, produce at least 6 gigawatts of power. My colleague Matthew Zeitlin was first to report that BLM officials updated the timetable for fully permitting the expansive project to say it would complete its environmental review by late April and be completely finished with the federal bureaucratic process by mid-July. BLM told Matthew that the final environmental impact statement – the official study completing the environmental review – would be published “in the coming days or week or so.”
More than two months later, it’s crickets from BLM on Esmeralda 7. BLM never released the study that its website as of today still says should’ve come out in late April. I asked BLM for comment on this and a spokesperson simply told me the agency “does not have any updates to share on this project at this time.”
This state of quiet stasis is not unique to Esmeralda; for example, Leeward has yet to receive a final environmental impact statement for its 700 mega-watt Copper Rays solar project in Nevada’s Pahrump Valley that BLM records state was to be published in early May. Earlier this month, BLM updated the project timeline for another Nevada solar project – EDF’s Bonanza – to say it would come out imminently, too, but nothing’s been released.
Delays happen in the federal government and timelines aren’t always met. But on its face, it is hard for stakeholders I speak with out in Nevada to take these months-long stutters as simply good faith bureaucratic hold-ups. And it’s even making work fighting solar for activists out in the desert much more confusing.
For Shaaron Netherton, executive director of the conservation group Friends of the Nevada Wilderness, these solar project permitting delays mean an uncertain future. Friends of the Nevada Wilderness is a volunteer group of ecology protection activists that is opposing Esmeralda 7 and filed its first lawsuit against Greenlink West, a transmission project that will connect the massive solar constellation to the energy grid. Netherton told me her group may sue against the approval of Esmeralda 7… but that the next phase of their battle against the project is a hazy unknown.
“It’s just kind of a black hole,” she told me of the Esmeralda 7 permitting process. “We will litigate Esmeralda 7 if we have to, and we were hoping that with this administration there would be a little bit of a pause. There may be. That’s still up in the air.”
I’d like to note that Netherton’s organization has different reasons for opposition than I normally write about in The Fight. Instead of concerns about property values or conspiracies about battery fires, her organization and a multitude of other desert ecosystem advocates are trying to avoid a future where large industries of any type harm or damage one of the nation’s most biodiverse and undeveloped areas.
This concern for nature has historically motivated environmental activism. But it’s also precisely the sort of advocacy that Trump officials have opposed tooth-and-nail, dating back to the president’s previous term, when advocates successfully opposed his rewrite of Endangered Species Act regulations. This reason – a motivation to hippie-punch, so to speak – is a reason why I hardly expect species protection to be enough of a concern to stop solar projects in their tracks under Trump, at least for now. There’s also the whole “energy dominance” thing, though Trump has been wishy-washy on adhering to that goal.
Patrick Donnelly, great basin director at the Center for Biological Diversity, agrees that this is a period of confusion but not necessarily an end to solar permitting on BLM land.
“[Solar] is moving a lot slower than it was six months ago, when it was coming at a breakneck pace,” said Patrick Donnelly of the Center for Biological Diversity. “How much of that is ideological versus 15-20% of the agencies taking early retirement and utter chaos inside the agencies? I’m not sure. But my feeling is it’s less ideological. I really don’t think Trump’s going to just start saying no to these energy projects.”