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On residential solar dims, New Jersey makes history, and Brazil’s challenge

Current conditions: Tropical Storm Dexter has formed in the Atlantic, sending rough surf and rip currents to beaches along the U.S. East Coast • Heavy rainfall threatens flooding in southern Taiwan and northern Vietnam • Storm Floris is battering Scotland with winds of up to 80 miles per hour.
Two top GOP senators are pushing back on President Donald Trump’s executive order aimed at severely restricting access to tax credits for renewables before a phaseout begins next year. Iowa Senator Chuck Grassley and Utah Senator John Curtis placed holds on three Trump nominees to the Treasury Department, the agency in charge of writing the rules and guidance for the tax provisions of the One Big Beautiful Bill Act.
Grassley had negotiated a “glidepath for an orderly phaseout” of tax credits for wind and solar, he said in placing the hold, giving developers until next July to start construction on projects. But in an apparent concession to hard-line Republicans in the House of Representatives, Trump signed an executive order days after the bill became law calling for a new guidance to restrict what it means to start construction. As my colleague Matthew Zeitlin wrote yesterday, the executive order “has generated understandable concern within the renewables industry” ahead of the deadline in two weeks for the Internal Revenue Service to issue its new guidance. A more restrictive interpretation of what “begin construction” means “could turn the tax credit language into a dead letter,” Matthew reported. Grassley warned that, “until I can be certain that such rules and regulations adhere to the law and congressional intent, I intend to continue to object to the consideration of these Treasury nominees.”
Chemicals giants Chemours, DuPont, and Corteva agreed Monday to pay out $875 million over the next 25 years to support communities affected by pollution from “forever chemicals,” The New York Times reported. New Jersey officials called this the biggest environmental settlement ever achieved by a single state. As part of the deal, the companies are required to fund the cleanup of four former industrial sites, create a remediation fund of up to $1.2 billion, and put $475 million aside to guarantee the remediation goes forward even if any of the companies go bankrupt. Per- and polyfluoroalkyl substances, typically shortened to PFAS, are called “forever chemicals” because they accumulate in water and in human bodies and never leave. They are linked to all kinds of kidneys and testicular cancer, high cholesterol, and liver damage. “PFAS are particularly insidious,” New Jersey Attorney General Matthew J. Platkin said in a statement. “These dangerous chemicals build up and accumulate everywhere, and New Jersey has some of the highest levels of PFAS in the country.”
As my colleague Jeva Lange has written, “The United States Geological Survey estimates that as much as 20% of Americans drink, bathe, and brush their teeth with PFAS-contaminated water.” During his first administration, Trump promised to crack down on PFAS. But in May, his Environmental Protection Agency delayed enforcement of federal drinking water limits until 2031, and said it would reconsider rules completed under the Biden administration.
Just 7.5% of suitable owner-occupied residential homes in the United States had installed rooftop solar panels as of the end of 2024. With tax credits and support from the Biden administration’s policies, that segment would have grown by 9% per year over the next five years to reach an adoption rate of 13% nationwide by 2030. But of course, Trump won the election and passed the One Big Beautiful Bill Act. Now new data from the consultancy Wood Mackenzie show that residential solar capacity could fall by 46% below those previous projections. That’s due in part to the new federal policies directly, but it also takes into account the potential for no interest rate cuts over the next five years thanks to Trump’s larger economic agenda.
For years, Tesla has cultivated a fandom akin to the cultish following around Apple products in the early 2010s. But since CEO Elon Musk entered the political sphere as a top surrogate for Trump last summer, brand loyalty for the electric automaker has plunged, according to new data the research firm S&P Global Mobility shared with Reuters. Using data gleaned from vehicle registrations in all 50 states, the report shows that Tesla’s customer loyalty peaked in June 2024, the month before Musk endorsed Trump. At that point, 73% of Tesla-owning households in the market for a new car bought another Tesla. By March, the rate had nosedived to 49.9%, just below the automotive industry average.

During his first stretch in office in the early 2000s, Brazil’s President Luiz Inácio Lula da Silva oversaw a miracle few developing countries had ever accomplished: He slashed deforestation while riding the global commodities boom to grow South America’s largest economy and lift millions out of poverty. Since returning to office in 2022, the left-wing leader better known as Lula sought once again to crack down on the destruction of the Amazon while expanding Brazil’s oil and gas production.
His government now faces an uncomfortable pivot point. His environment minister, Marina Silva, is battling legislation that would gut conservation rules in what the Financial Times called “the biggest potential setback to environmental protection in Brazil in four decades.” At the same time, British oil giant BP announced Monday its biggest oil and gas discovery in 25 years off the coast of Brazil. Striking the right balance is more important than ever as the 79-year-old Lula prepares for a tough reelection campaign next amid ratcheting tensions with Trump. Brazil is also the site of the next United Nations climate conference, COP30, which will take place in Belém in November.
The global economic losses associated with the health costs of plastics pollution now top $1.5 trillion annually, according to a new paper in The Lancet. But the esteemed medical journal notes that the “continued worsening of plastics’ harms is not inevitable. Similar to air pollution and lead, plastics’ harms can be mitigated cost-effectively by evidence-based, transparently tracked, effectively implemented, and adequately financed laws and policies.”
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Local opposition has exacted a much higher cost for developers than has been previously understood, according to new Heatmap Pro survey of public records and financial information.
The country’s largest technology companies are expected to spend more than $800 billion this year investing in data centers and artificial intelligence.
But new data suggests the local backlash to data centers may be taking a meaningful bite out of that boom.
At least $260 billion of data center investments were canceled this year after sustained local opposition, according to new Heatmap Pro data.
The pace and size of those cancellations is picking up. About $130 billion in data center investment — or about half of the total — was canceled in the three months ending on September 30. And in dollar terms, the size of canceled projects in the third quarter of 2026 exceeded the size of all data center projects canceled last year.
Roughly $1 trillion in data center investment now faces some kind of sustained or meaningful local opposition, according to Heatmap Pro data. About half of all projects that have met local backlash this year were ultimately canceled, our data suggests.
Our market intelligence service Heatmap Pro tracks local projects and regulations affecting clean energy, batteries, and data centers. We run a continuous survey of public officials, regulatory filings, and local media to monitor energy and data center cancellations nationwide.
Our investment figures, which have not been previously published and are larger than other estimates, are likely an undercount. Only about 60% of data center projects disclose the size of their planned investment, especially during a proposal’s early stage when it is most likely to run aground.
These figures also do not include every project currently stalled because of state-level data center moratoriums in Texas and New York.
But the totals show that the surging backlash to data centers is beginning to kill a sizable share of large computing projects. In August, a Heatmap Pro and Embold Research poll found that 75% of Americans would oppose a data center getting built near where they live — a striking change from a year earlier, when Americans were roughly split over the projects.
“The number of canceled data centers speaks to the vast and growing grassroots opposition to these projects in communities across the country. The fact that many of these projects were defeated in just the past few months speaks to the upward trajectory of this opposition movement,” Mitch Jones, a policy director at Food and Water Watch, an environmental group that opposes AI data centers, said in a statement.
A spokesperson for the Data Center Coalition, which advocates for the industry, did not respond before press time.
Most canceled data center projects in our database are terminated because they fail to secure a local permit or face a hostile local government action. Hundreds of U.S. counties and towns now maintain a ban or moratorium on data center construction, our data shows. The Senate’s bipartisan permitting reform proposal would not affect towns or counties’ ability to prohibit data center development under their jurisdiction.
Current conditions: Cold air is sweeping into the American Northeast after a brief blast of summer-like heat that drove temperatures in New York City up to 85 degrees Fahrenheit last week • Hurricane Nolo crossed the International Date Line, officially becoming Typhoon Nolo • The heat wave roasting Southern California is straining the grid, causing outages for more than 23,000 people in the Los Angeles area.
Greenland’s government on Monday approved the mining and decommissioning plans for Critical Metals’ Tanbreez rare earths project, which Mining.com described as one of the world’s “larger undeveloped heavy rare earth projects outside China.” The preliminary economic analysis for the mine pegged its total value at $2.1 billion, with an estimated initial capital cost of $290 million. “Approval of the Mining and Closure Plans is a defining milestone for Tanbreez and for Critical Metals Corp.,” Tony Sage, the chairman and chief executive of Critical Metals, said in a press release. “It gives us a clear framework through 2050 to responsibly develop one of the world’s largest heavy rare earth deposits, in partnership with the government of Greenland and the communities of South Greenland.”
If it goes forward, the project could be among the first major rare earths mines in Greenland, where the Trump administration has claimed the right to veto any major foreign investments as part of the deal signed with the Danish government last month, which gives Washington perpetual security oversight over the self-governing North American island. Critical Metals, notably, is headquartered in New York, though its largest shareholder is the Australian mineral investor European Lithium Limited. Yet opening a new mine in the U.S. might be getting even easier. As my colleague Matthew Zeitlin reported last week, miners — ahem — struck gold with the regulatory changes in the bipartisan permitting reform bill.
The Department of Energy is preparing to unveil $150 million in funding for a 223-mile transmission line in Alaska that would serve nearly three-quarters of the state’s population of just 735,000 people. The move, reported first by Reuters, comes as Vice President JD Vance prepares to visit the state to support Republican Senator Dan Sullivan’s bid for reelection in what’s expected to be a tight race with Democrat Mary Peltola. The total cost of the project is $400 million.
First Solar built the largest photovoltaic manufacturing business in the U.S. by churning out thin-film panels that, while less efficient than the polysilicon-based technology popularized by China, perform better in low light and high temperatures, earning a solid market among utility-scale developers. But now Chinese manufacturer JA and its subsidiaries are allegedly muscling in on thin film — as is American Panel Solutions, a wholly owned U.S.-based subsidiary of the polysilicon giant Corning. First Solar now accuses the companies of illegally infringing its patent for manufacturing its solar cells, according to PV Tech. The Ohio-based giant has previously sued Jinko, Canadian Solar, T1 Energy, and Trina Solar. First Solar won a key preliminary victory in January.
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Starbucks has abandoned or watered down green targets and let go its sustainability staff as the coffee and food chain looks to cut $2 billion in costs. On Monday, the Financial Times reported that the company had revised or dropped pledges to halve water use and waste, and placed a target of slashing carbon emissions by 50% under review. While the pullback comes amid a broader retreat from environmental goals under the Trump administration, other coffee companies are still seeking to reduce pollution. Just yesterday, I told you that Keurig Dr. Pepper had come out with a version of its individual instant coffee pods that uses seaweed instead of plastic.
Type One Energy has raised a $200 million Series B as the startup races to develop the world’s first fusion power plant at the Tennessee Valley Authority’s Bull Run site in eastern Tennessee. The financing round was co-led by Breakthrough Energy Ventures and Clutterbuck Capital, with additional backing from Lowercarbon Capital, Siemens Energy Ventures, and SiteGround Capital. “The breadth and quality of investors in this funding round demonstrates growing support for our strategy to industrialize the commercial deployment of fusion energy,” Christofer Mowry, Type One Energy’s chief executive, said in a statement. “The Series B financing enables us to remain focused on advancing our stellarator technology and Project infinity design activities.”
The company has been working to establish its supply chain. In March, my colleague Katie Brigham broke news of a deal to start getting the material needed for its reactors.
New York City is notorious for the ways in which trash piles up on our sidewalks and evaporates into foul smelling mist during the hot summer days. But did you know it’s also piling up in the places we send it? The latest draft of the city’s once-in-a-decade management plan for solid waste indicates that the landfills receiving much of the five boroughs’ trash are filling up. Per Inside Climate News, the state is projected to run out of landfill capacity for the city’s garbage within 16 to 25 years.
The startup’s system builds on a vessel’s existing engine and makes it effectively fuel-agnostic.
The shipping industry has a dilemma. The European Union and other jurisdictions are increasingly requiring vessels to cut their carbon emissions, pushing shipowners toward lower-carbon fuels and away from traditional bunker fuel or diesel. But it’s still anybody’s guess which cleaner fuel — ammonia, methanol, or liquified natural gas — will prove most economical and efficient at scale. That leaves shipowners facing an uncomfortable choice: They must decide on a technology around which to build new engines and retrofit existing ones without knowing whether the fuel they bet on today will still be the best option a few years from now.
Blaze Energy says that its product will eliminate that choice. The startup, which announced a $6.5 million seed round on Tuesday — is making a compact fuel “reformer,” a device that uses a heated catalyst to split various alternative fuels into a hydrogen-rich gas. That gas can then be combined with the original fuel and conventional shipping fuel to power existing engines. With Blaze’s bolt-on retrofit, which the startup aims to make less than a tenth the size of the engine itself, shipping companies “can adjust their assets based on how the global energy landscape, regulation, as well as their company direction is changing,” the company’s CEO and co-founder, Rok Sitar, told me. For example, maybe LNG looks cheapest in the short term given its established supply chain, but ammonia could win out down the road.
So far, Blaze has conducted small scale demonstrations showing that its proprietary catalyst can reform ammonia, methanol, and LNG. The resulting hydrogen-rich mixture is extremely fast-burning, which helps the other fuels to burn more completely and efficiently than they otherwise would.
Blaze’s first product, however, focuses solely on ammonia reformation. The system works by diverting a portion of the liquid ammonia to flow over the startup’s electrically-heated catalyst, which breaks it down into hydrogen and nitrogen. The resulting gas goes directly into the engine, where the nitrogen passes through and exits via the exhaust, while the hydrogen helps the remaining ammonia burn more efficiently alongside conventional shipping fuel. No burners or complex gas separation systems required.
As Sitar explained, “a certain composition of ammonia and hydrogen burns just like diesel,” allowing Blaze to essentially “trick the engine” into operating like it’s burning just diesel or standard bunker fuel rather than a blend that includes hydrogen and ammonia. That means the startup can add its retrofit system onto an existing ship engine without modifying the engine itself. And if the reformer fails for any reason, the ship can simply revert to running on conventional fuel alone. Sitar said this fail-safe feature lowers the risk for shipowners considering Blaze’s tech.
The company’s strategic partners include vessel owner and operator Lomar Shipping, which expects to pilot the system at sea beginning sometime next year, and ship management consultancy Link Marine, which plans to offer it to tanker operators. Blaze is aiming for commercial rollout in 2028.
Retrofitting the existing global fleet represents “an enormous opportunity” for Blaze, Sitar told me. As he explained, there are roughly 100,000 vessels in the global commercial fleet, but the industry only builds about 1,500 new ships each year. And because shipping companies are unlikely to choose alternative-fuel engines for every new vessel they order, a company in Blaze’s position pretty much has to drum up demand among the ships already in the water. The startup aims to install its system when vessels enter “dry dock” for routine inspection and maintenance, which typically happens at least once every five years.
Blaze is also developing a version of its product for new-builds, however, working with engine manufacturers to integrate its fuel reformer hardware into both conventional ship engines as well as those already designed to run on ammonia. Even in ammonia-burning engines, Sitar said Blaze’s system will improve fuel efficiency thanks to the fast-burning hydrogen in its blend.
The startup has ambitious goals for its seed round, which Sitar says should carry it through the next 18 months. Those include proving out its ammonia reformer on land with unnamed “leading” engine manufacturers, validating its performance at sea with Lomar, securing the maritime certifications needed to launch its first commercial product, and expanding its operations and headcount in the U.S. and Norway.
Blaze will likely look to raise again around 2028, at which point the International Maritime Organization expects to have its Net-Zero Framework in place. This would establish legally binding requirements for the entire shipping industry to reduce its emissions intensity, with the goal of reaching net-zero by 2050. The agency expected to adopt the framework last October, but delayed a final vote to approve the measure after the Trump administration strong-armed nations into withdrawing their support. The framework will come up for a vote again this December.
While the ongoing ambiguity has become a headache for the industry as a whole, Sitar sees it as something of an advantage for Blaze, which, he said, “thrive[s] in uncertainty.” Around 2028, the startup aims to begin piloting its broader multi-fuel technology, which can reform not just ammonia, but also methanol and LNG, for use in diesel engines. Blaze also expects to begin delivering its first commercial ammonia retrofit systems at this time.
From there on, the company sees a path to adapting the technology across numerous other industries reliant on combustion engines, such as heavy equipment, mining, industrial heat, and diesel power generation for data centers. “By proving our system in maritime engines, we can very easily translate this into other hardware sectors,” he said. Shipping, in his view, is perhaps the most challenging but strategically useful beachhead market of all, from both a technical and regulatory perspective.
As he put it to me, “if you prove it on maritime shipping, you basically have a product that can be deployed anywhere else, because everything else is simpler and has less regulation.”