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AM Briefing

A Federal Judge Lifted the Stop-Work Order on Revolution Wind

On permitting reform, Warren Buffett’s BYD exit, and American antimony

Offshore wind turbines.
Heatmap Illustration/Getty Images

Current conditions: Super Typhoon Ragasa, the most powerful storm in the world so far this year, made landfall over the northern Philippines as it progresses toward southern China and Taiwan • Hurricane Gabrielle is forecast to rapidly intensify into a major storm while tracking northwest through the central Atlantic, but is unlikely to have direct impacts on land beyond creating dangerous riptides along the East Coast • Puerto Rico’s densely populated San Juan metropolitan area is bracing for flash flooding amid heavy rain.


THE TOP FIVE

1. Federal judge lifts Trump’s stop-work order for Revolution Wind

A federal judge lifted President Donald Trump’s stop-work order for the Revolution Wind project off the coast of Rhode Island, Heatmap’s Jael Holzman reported Monday. Judge Royce Lamberth, a Reagan-era Republican appointee to the U.S. District Court for the District of Columbia, granted a motion for a preliminary injunction at the hearing, allowing construction to continue as the government conducts a review of its concerns over the project. “There is no question in my mind of irreparable harm to the plaintiff,” Lamberth said. As I previously reported in this newsletter, the project’s owners, Danish energy giant Orsted and the developer Skyborn Renewables, filed a lawsuit earlier this month. Analysts never expected Trump’s order to hold, as Heatmap’s Matthew Zeitlin reported last month, though the cost to the project’s owners was likely to rise. The Trump administration has enlisted at least half a dozen agencies in a widening attack meant to stymie the offshore wind industry, despite its growth overseas in Europe and Asia.

In an interview with Axios, Secretary of Energy Chris Wright insisted the assault on offshore wind and the use of the federal permitting apparatus to stall projects, is “a one-off exception, or one-off complication.” Overall, he said, building infrastructure is “going to be massively easier than it has been in a long time.”

2. Energy Secretary tees up his next priority: permitting reform

“The biggest remaining thing” in the Trump administration’s energy agenda that has yet to come to fruition? “Permitting reform,” Wright told Axios. “We’re building big infrastructure, but that’s still much slower and clumsier than it should be.” The will to find compromise on a new permitting reform bill may be limited. Republicans in Congress are reluctant to fuse energy legislation into the next reconciliation bill, as I wrote here yesterday. Last week, I reported that Representative Scott Peters, a key Democrat championing a federal permitting reform bill, warned that he wouldn’t move forward while the Trump administration blocked solar projects in California. But Wright said he’s been talking to Republicans and Democrats and said the political window may “quite possibly” open this year.

3. Pennsylvania’s governor threatens to withdraw from nation’s largest power grid

Pennsylvania Governor Josh Shapiro.Alex Kent/Getty Images

Pennsylvania Governor Josh Shapiro stepped up his threats to withdraw from the PJM Interconnection if the nation’s largest grid operator doesn’t speed up interconnections of new supply and find ways to curb electricity price hikes. In a speech at a summit convened in Philadelphia to bring together the 13 states in the grid system, the Democrat said that PJM’s “slow, reactive approach” to addressing rising power demand “is no longer working for our states,” particularly “at a time when the Trump administration is cutting funding for energy projects.” Separately, in a Monday interview on Bloomberg TV, Shapiro said, “If PJM is not willing to look in the mirror and really reform itself, then I’m willing to go my own way, and Pennsylvania can stand alone in this effort.”

It’s not the first time he’s threatened to leave. In January, Shapiro said something similar while criticizing PJM’s “market failure.” In the meantime, on Monday, he pitched what he called the PJM Governors’ Collaborative to coordinate leaders of the dozen other states in the grid system to advocate for better rates. Shapiro isn’t the only one asking questions about PJM. As Matthew wrote yesterday, “the system as it’s constructed now may, critics argue, expose retail customers to unacceptable cost increases — and greenhouse gas emissions — as it attempts to grapple with serving new data center load.”

4. Warren Buffet’s Berkshire Hathaway sells stake in BYD

Warren Buffett’s Berkshire Hathaway has fully exited Chinese automaker BYD, ending what Reuters described as a 17-year investment that grew over 20-fold in value in that period. The selloff, revealed in a filing by Berkshire’s energy subsidiary, recorded the value of the investment as zero as of the end of March, down from $415 million at the end of 2024. The company initially invested in BYD in 2008, when it bought a roughly 10% share of the Shanghai-based automaker. In August 2022, Berkshire started paring back its position. By June of last year, Berkshire had sold off almost 76% of its stake, bringing it to just under 5% of BYD’s outstanding shares, CNBC reported. Buffett has not explained why he started selling his BYD stake. But in 2023, he told CNBC’s Becky Quick that BYD is an “extraordinary company” being run by an “extraordinary person,” but “I think that we’ll find things to do with the money that I’ll feel better about.” Around the same time, Berkshire sold most of the company’s shares in Taiwan’s leading semiconductor manufacturer, TSMC.

5. U.S. grants construction permits to a new antimony mine

The U.S. has granted Perpetua Resources permission to begin construction on a mine in Idaho that will produce gold and antimony, a brittle, silvery-white metal used in semiconductors, batteries, and high-tech military equipment, Reuters reported. China controls the global market for antimony, generating nearly four times the supply of the second-place producer, Tajikistan, according to U.S. Geological Survey data. The U.S., by contrast, has no active antimony mines.

Perpetua’s Stibnite project, about 138 miles north of Boise, could change that. The U.S. Forest Service gave Perpetua a conditional notice to proceed, and construction is slated to start next month. Once complete, Stibnite could supply up to 35% of America’s needs. “Completing federal permitting for Perpetua Resources’ Stibnite Gold Project is a major step towards unlocking America’s critical minerals resources,” Emily Domenech, executive director of the government's permitting council, told Reuters.

THE KICKER

A University of Delaware-led research team has developed a new type of catalyst that can help convert plastic waste into liquid fuels without the unwanted byproducts from current methods. Traditional catalysts have a hard time working on bulky polymers because the molecules don’t interact with the active parts of a catalyst, where the chemical reaction takes place. To address this, the scientists transformed a nanomaterial called MXenes (pronounced max-eens) to have larger, more open pores. As a result, the catalyst triggered a reaction nearly two times faster than traditional catalysts. “Instead of letting plastics pile up as waste, upcycling treats them like solid fuels that can be transformed into useful liquid fuels and chemicals, offering a faster, more efficient and environmentally friendly solution,” Dongxia Liu, a professor at the University of Delaware's College of Engineering and the senior author on the study, said in a press release.

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Bruce Westerman, the Capitol, a data center, and power lines.
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After many months of will-they-won’t-they, it seems that the dream (or nightmare, to some) of getting a permitting reform bill through Congress is squarely back on the table.

“Permitting reform” has become a catch-all term for various ways of taking a machete to the thicket of bureaucracy bogging down infrastructure projects. Comprehensive permitting reform has been tried before but never quite succeeded. Now, a bipartisan group of lawmakers in the House are taking another stab at it with the SPEED Act, which passed the House Natural Resources Committee the week before Thanksgiving. The bill attempts to untangle just one portion of the permitting process — the National Environmental Policy Act, or NEPA.

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Hotspots

GOP Lawmaker Asks FAA to Rescind Wind Farm Approval

And more on the week’s biggest fights around renewable energy.

The United States.
Heatmap Illustration/Getty Images

1. Benton County, Washington – The Horse Heaven wind farm in Washington State could become the next Lava Ridge — if the Federal Aviation Administration wants to take up the cause.

  • On Monday, Dan Newhouse, Republican congressman of Washington, sent a letter to the FAA asking them to review previous approvals for Horse Heaven, claiming that the project’s development would significantly impede upon air traffic into the third largest airport in the state, which he said is located ten miles from the project site. To make this claim Newhouse relied entirely on the height of the turbines. He did not reference any specific study finding issues.
  • There’s a wee bit of irony here: Horse Heaven – a project proposed by Scout Clean Energy – first set up an agreement to avoid air navigation issues under the first Trump administration. Nevertheless, Newhouse asked the agency to revisit the determination. “There remains a great deal of concern about its impact on safe and reliable air operations,” he wrote. “I believe a rigorous re-examination of the prior determination of no hazard is essential to properly and accurately assess this project’s impact on the community.”
  • The “concern” Newhouse is referencing: a letter sent from residents in his district in eastern Washington whose fight against Horse Heaven I previously chronicled a full year ago for The Fight. In a letter to the FAA in September, which Newhouse endorsed, these residents wrote there were flaws under the first agreement for Horse Heaven that failed to take into account the full height of the turbines.
  • I was first to chronicle the risk of the FAA grounding wind project development at the beginning of the Trump administration. If this cause is taken up by the agency I do believe it will send chills down the spines of other project developers because, up until now, the agency has not been weaponized against the wind industry like the Interior Department or other vectors of the Transportation Department (the FAA is under their purview).
  • When asked for comment, FAA spokesman Steven Kulm told me: “We will respond to the Congressman directly.” Kulm did not respond to an additional request for comment on whether the agency agreed with the claims about Horse Heaven impacting air traffic.

2. Dukes County, Massachusetts – The Trump administration signaled this week it will rescind the approvals for the New England 1 offshore wind project.

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Q&A

How Rep. Sean Casten Is Thinking of Permitting Reform

A conversation with the co-chair of the House Sustainable Energy and Environment Coalition

Rep. Sean Casten.
Heatmap Illustration

This week’s conversation is with Rep. Sean Casten, co-chair of the House Sustainable Energy and Environment Coalition – a group of climate hawkish Democratic lawmakers in the U.S. House of Representatives. Casten and another lawmaker, Rep. Mike Levin, recently released the coalition’s priority permitting reform package known as the Cheap Energy Act, which stands in stark contrast to many of the permitting ideas gaining Republican support in Congress today. I reached out to talk about the state of play on permitting, where renewables projects fit on Democrats’ priority list in bipartisan talks, and whether lawmakers will ever address the major barrier we talk about every week here in The Fight: local control. Our chat wound up immensely informative and this is maybe my favorite Q&A I’ve had the liberty to write so far in this newsletter’s history.

The following conversation was lightly edited for clarity.

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