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Local governments once fought the adoption of wireless communications technology. Then Congress did something.
The landmark Inflation Reduction Act invested some $370 billion toward transitioning the United States to a clean energy economy. Yet turning that spending into actual new energy facilities – getting turbines in the air, and solar arrays on the ground – is another matter.
How many facilities materialize, and how quickly, will hinge on countless permitting processes carried out in cities and towns around the country. And at the hyper-local level, renewable energy developers often meet resistance and drawn-out processes.
If left unchecked, NIMBYism could effectively veto much of the IRA, one project at a time. But fortunately, Congress has a ready-made model to defend their investment: a Clinton-era law that helped bring cellphones to more Americans by partially insulating wireless infrastructure from local resistance. We can do the same thing to ensure that the renewable energy transition is not stonewalled on the ground.
Back in the 1990s, NIMBY opposition was hampering the adoption of then-novel wireless communications technology. Local zoning boards frequently enacted moratoria on new wireless towers, and opponents spread unsubstantiated myths about health risks and complained that the towers were eyesores. This often prevented (or at least delayed) the construction of new towers, which slowed the deployment of cellphone technology. For example, in Georgia, a county commissioner said, “By and large, the towers are ugly, and people don’t want them in their backyards. If folks would stay off their cell phones there would be no need for the towers.” Medina, Washington was one of many cities that enacted multiple moratoria on new cell tower citing; a leading opponent of the cell towers there said, “People are willing to not use their cell phones for three blocks on their way to the grocery store, if that means not having the towers here.”
Rather than let NIMBYism hold back progress, Congress took action. The Telecommunications Act of 1996 passed with overwhelming bipartisan support to “encourage the rapid deployment of new telecommunications technology.” The TCA struck a balance on local permitting and siting: it preserved “the traditional authority of state and local governments to regulate the location, construction, and modification” of wireless towers, but crafted limits on that authority. Under the TCA, local governments can no longer impose regulations tantamount to bans on cell towers. They must issue decisions on proposed towers within a reasonable time, and must support those decisions with “substantial evidence” – in writing. And they cannot turn away projects on the basis of debunked health fears. If a town violates these rules, telecom companies can get an expedited hearing in court.
Congress aimed to let local communities continue to have some say over cell tower siting, but added guardrails to ensure that they couldn’t undermine national imperatives. As Republican Congressman Thomas Bliley, chair of the House Committee on Energy and Commerce, put it at the time: “Nothing is in this bill that prevents a locality … from determining where a cellular pole should be located, but we do want to make sure that this technology is available across the country, that we do not allow a community to say we are not going to have any cellular pole in our locality.”
The TCA paved the way for greater adoption of modern telecommunications technology. Before the law, there were roughly 20,000 wireless towers in the United States and 30 million cellphone users. Six years later, there were nearly 130,000 towers and 130 million users. The TCA continues to reap dividends, such as by neutralizing some of the resistance to the 5G rollout. In 2018, the Federal Communications Commission adopted rules under the TCA to limit the power of localities to obstruct new 5G facilities, constraining the power of cities and towns to block the new sites.
Just as the TCA’s siting rules have helped support the expansion of cellphone networks in the United States, a similar policy could support the expansion of renewable energy. Local permitting has increasingly become a bottleneck for our clean-energy transition. As the Idaho Capital Sun recently observed: “Across the country — from suburban Virginia, rural Michigan, southern Tennessee and the sugar cane fields of Louisiana to the coasts of Maine and New Jersey and the deserts of Nevada — new renewable energy development has drawn heated opposition that has birthed, in many cases, bans, moratoriums and other restrictions[,]” with new wind and solar developments “igniting fierce battles over property rights, loss of farmland, climate change, aesthetics, the merits of renewable power and a host of other concerns.”
A report last year from Columbia University's Sabin Center on Climate Change Law identified 121 local policies restricting renewables development across 31 states, and more than 200 renewables projects challenged across the country – and those numbers are undercounts, according to the Center’s Matthew Eisenson. Common local tactics, the report found, “include moratoria on wind or solar energy development; outright bans on wind or solar energy development; regulations that are so restrictive that they can act as de facto bans on wind or solar energy development; and zoning amendments that are designed to block a specific proposed project.” These local restrictions have been fueled in part by misinformation spread on social media promoting unsupported health and safety concerns around wind and solar farms. Sometimes these groups are literally bankrolled by the oil industry trying to curb the transition from fossil fuels.
Congress could step in to limit localities’ power to obstruct clean energy. Patricia Salkin and Ashira Pelman Ostrow, legal scholars at Albany Law School and Hofstra University, proposed a new legal framework modeled off of the TCA that would outlaw bans and indefinite moratoria on new wind farms, require reasonably fast decisions that are issued in writing and backed by substantial evidence, and create a judicial right of action for wind developers to challenge permitting denials. This would speed up the siting process, and force localities to keep their doors open to renewable energy. And it would incentivize more localities to grant wind citing requests by imposing litigation risk on decisions denying projects.
This framework could provide the foundation for a new Renewable Energy Siting Act – one that, unlike some other permitting reform proposals, would streamline the process for approving renewables only, without sacrificing community protections against fossil fuels. It could also be strengthened. For one, it should apply to other forms of clean energy beyond wind, including solar. The timeline for issuing a decision on a project could be specified at a fixed deadline, like 90 days.
The “substantial evidence” standard could also be bolstered to exclude common NIMBY complaints. In a 2015 Supreme Court case involving the TCA, at least one Supreme Court justice – Justice Alito – said that a permitting decision rejecting a cell tower based solely on aesthetics or community compatibility would count as “substantial evidence.” In adapting the TCA model for renewable energy, Congress should require permitting decisions to be supported by evidence that is both substantial and credible. As it did for fears over radiofrequency emissions from cell towers, Congress could explicitly rule out certain disproven or baseless objections around health, safety, and aesthetics.
Congress could also crack down on extreme and prohibitive “setbacks” – the distance that a structure must be from any neighboring properties – that some states and municipalities impose on renewable facilities. In Ohio, wind turbines must be built at least 1,125 feet from the nearest property line. (Meanwhile, the state allows new oil and gas wells just 100 feet from homes.) That has made new wind development in the state a practical impossibility. Congress could let states and localities take reasonable precautions to protect nearby properties (in the unlikely event that a turbine falls over), while setting a maximum setback rule at perhaps 1.5 times the turbine’s height – a setback of around 450 feet for a typical utility-scale tower.
By design, this approach protects national goals while preserving a role for state and local governments. Though given the climate stakes and the federal dollars at risk, some might understandably want to hand more permitting authority to national agencies. But that risks provoking a backlash, and may also lead federal authorities to miss legitimate local concerns. Putting the federal government in charge of permitting and siting decisions could also trigger federal environmental review under the National Environmental Policy Act and other laws, further slowing deployment.
Though without a new law from Congress reining in local permitting, the Biden administration may have little choice but to resort to targeting specific projects to speed them up. Existing authority under the Defense Production Act allows the federal government to override other laws – including permitting laws – to expedite renewable energy development. The administration has also reportedly started leveraging certain grants to reward states and localities that agree to streamline permitting for projects receiving federal funding. Similar conditions could be attached to some Inflation Reduction Act funding too.
With the House under Republican control, the odds of congressional action seem admittedly slim. But red states and conservative districts stand to benefit mightily from IRA spending given the geographic skew of wind and solar energy toward rural areas in the middle of the country. And providing more national uniformity in permitting processes is fundamentally a pro-business, deregulatory act that will provide more certainty to energy developers. Perhaps those dynamics can produce a bipartisan coalition for congressional action like the one that enacted the TCA.
As we build our way out of the climate crisis, local communities deserve a say in how and where we build, but not a veto. With the climate clock ticking, we can ill afford to run out that clock with undue delays and frivolous objections. Congress can strike the right balance here, and help clean energy proliferate just as quickly as cellphones did.
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Through at least 2034, if the state’s largest utility gets approval.
Georgia is arguably the heart of the Inflation Reduction Act economy. The state has been a magnet for manufacturing companies seeking to supply batteries, electric cars, and solar cells in order to capture the law’s generous tax credits for domestically built green technology.
While some of the power that supplies these facilities (not to mention data centers also flocking to the state) is clean — the only new U.S. nuclear reactors built this decade are in Georgia, and 38% of electricity generation for the state’s largest utility, Georgia Power, came from non-carbon-emitting sources in 2024 — the state is now planning to bolster its natural gas and coal fleets to support its enormous projected load growth.
Georgia Power released its 2025 Integrated Resource Plan on Friday, laying out to state regulators its forecasts for electricity demand and how it intends to bolster and adjust its fleet to meet the new usage. These exercises almost always feature eye-popping demand estimates and corrections and addendums to older plans to account for even more electricity growth than had been previously projected.
This time around, Georgia Power says it expects 8,200 megawatts of load growth through the end of 2030, which is already about 2,000 megawatts more than what it expected during its last planning exercise, when it updated its 2022 plan in 2023. To get a sense of the scale of this growth, the new Vogtle nuclear reactors have a little over 1,000 megawatts of capacity each. Together, they took 11 years and over $30 billion to build.
Georgia Power also expects 7% annual growth through the end of 2030, more than double the 3%annual growth through the end of the decade that utility planners expect nationwide.
That new power won’t just be powering data centers. It will also run much of the green economy that the Biden administration tried to build up.
“New and expanding economic development projects in Georgia have progressed more rapidly and on a larger scale than in previous years,” Georgia Power said in its filing. “Growth in emerging industries such as electric transportation (‘ET’), data centers, and solar manufacturing have accelerated since 2021.”
The report also said that by the middle of last year, “the manufacturing sector led in both investment and job creation in Georgia, representing 53% of job growth and 54% of capital investment in the state.”
Hyundai opened a plant making electric SUVs outside of Savannah in 2024, while Kia makes electric SUVs near the Alabama border after making a $200 million investment in the plant. Also last year, the Korean solar company Qcells started making solar panels in Dalton, Georgia and other components in Cartersville; another Korean company, SK Group, has plants in Commerce that make batteries for Volkswagen and Ford. And in the final days of the Biden administration, Rivian got a $6.6 billion Energy Department loan for its planned plant between Atlanta and Athens.
One reason manufacturers come to Georgia is for the power, Tim Echols, the vice-chairman of the Georgia Public Service Commission, argued in an Atlanta Journal Constitution op-ed Thursday: “Southern Co. and Georgia Power have a reputation for reliability,” he wrote.
And for the foreseeable future that Georgia Power plans for, that means some of its most polluting and carbon-emitting power plants will stay open.
The utility said it would continue operating its four-generator Plant Bowen coal facility, two units of which were previously scheduled to retire by 2028, as well as maintaining over 1,000 megawatts of coal-fired capacity at two other plants that had previously been scheduled to shut down at the end of 2028. Georgia Power is asking state regulators to approve operation of the coal plants through at least 2034.
In the update to its previous IRP, Georgia Power extended the life of a coal plant operated by its sister utility Mississippi Power and proposed adding 1.4 gigawatts of generators that could run on natural gas or oil.
Compared to 2022, “the Company now projects capacity needs that necessitate both the extension of existing coal and gas-steam units along with the procurement of new capacity resources,” Georgia Power said in its IRP Friday.
Georgia Power’s parent company, Southern Company, still has a goal of achieving net-zero emissions by 2050, but said in the filling that “the feasibility of continued progress toward a low-carbon future, including a net-zero future, is highly dependent on the continued use of natural gas and continued technological advancements that will facilitate a reliable and economic low-carbon electricity supply.”
The utility also wants to upgrade existing gas-fueled and hydroelectric plants, as well as acquire an additional 1,100 megawatts of new renewables, adding up to 4,000 megawatts of procurements. Georgia Power’s previous update to its 2022 IRP called for the construction of new oil and gas plants, which were approved by regulators last year.
"Georgia Power's 2025 Integrated Resource Plan (IRP) includes adding up to 4,000 megawatts of new renewable energy resources by 2035, including 1,000 MW by 2032, and more than 1,000 miles of new transmission lines. Clean energy resources and transmission solutions are vital to reducing customer costs and maintaining the high level of reliability Georgians have grown accustomed to,” Simon Mahan, executive director of the Southern Renewable Energy Association, said in a statement.
Whether Canadian tariffs would even apply to electricity is still a question — but if they did, things could get expensive.
Donald Trump reemphasized on Friday that he intends to impose 25% tariffs on Canada and Mexico beginning February 1, and while that date is rapidly approaching, the details remain sparse. Although the president has suggested the duties will be sweeping, covering everything from cars to lumber to oil, their impact on one key commodity — electricity — is very much in question.
The U.S. imports thousands of gigawatt hours of electricity from Canada every year, worth in the billions of dollars. While electricity from Canada makes up less than 1% of our nationwide power consumption, it’s a significant and growing source of low-cost, low-carbon power for some regions, especially the Northeast. Ontario Premier Doug Ford has threatened to cut off power exports into the U.S. entirely in retaliation for the tariffs. But even if he doesn’t, if the tariffs apply to electricity imports, then power flows across the border would still likely decline. That’s because domestic natural gas-fired power would suddenly become much more economical.
“Electricity from Canada competes against natural gas power plants,” Pierre-Olivier Pineau, a professor at the University of Montreal’s business school who studies electricity markets, told me. “The gas power plants would be so happy to have these tariffs.”
But whether the tariffs would or could apply to the trade of electricity is still a big open question. While it would be technically and administratively feasible to tax imports of electricity, Pineau told me, there’s no system set up to do that right now. “Electricity doesn’t go through customs,” he said.
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The U.S. International Trade Commission, the federal agency that advises on international trade and tariffs, told me it was not “able to speculate on tariffs being applied to electricity or how that would be done.” The public affairs officer sent me a report from the Commission, however, which confirmed that it would be unprecedented. It states that “imports of electrical energy are not considered to be subject to the tariff laws of the United States.”
Regardless, officials in Maine and Massachusetts began warning about the impacts of potential tariffs on electricity last week. Governor of Massachusetts Maura Healey told business leaders that tariffs could increase electricity costs by $100 million to $200 million statewide, as approximately 5% to 10% of the electricity New England consumes comes from Canada. (I reached out to the Independent System Operator for New England, but the grid operator had no more clarity on whether or how tariffs on power imports would work. “We do not have expertise in international trade, and we’d be looking for guidance if or when a tariff is implemented. Beyond that, we’re not able to speculate at this time.”)
The U.S. generally imports electricity from Canada in two different ways. Some of it is part of a “firm contract.” For example, the New York grid operator has a contract with Hydro-Quebec, a Canadian hydropower company, through 2030, to import up to 900 megawatts of capacity at a fixed rate. Hydro-Quebec also has an agreement with Vermont to supply about 25% of its annual electricity needs through 2038. John-Thomas Bernard, an energy economist at the University of Ottawa, told me that for those contracts, if the 25% tax applied, it would be passed directly onto customers.
But most of the electricity the U.S. consumes from Canada is purchased in a daily or hourly market, where U.S. grid operators just buy whatever is cheapest. Tariffs would essentially force Canadian producers out of that market, Bernard said. “The bulk of what would have to be replaced on the U.S. side will come from gas.”
Whether this would produce a noticeable cost increase for consumers would largely depend on the price of natural gas. In 2023, imports to New York from Quebec dropped precipitously because a drought reduced hydropower capacity, but natural gas prices were also especially low, so electricity prices were not significantly higher.
Low natural gas prices are not guaranteed in the long term, of course. “Natural gas prices are very market driven, and the more we are reliant on natural gas in the northeast, the more demand you put on that supply, the more those prices are going to go up,” Daniel Sosland, president of the New England-based environmental nonprofit the Acadia Center, told me.
And if the tariffs remained in effect in 2026, New Yorkers would be hit much harder. That’s when the Champlain Hudson Power Express, a power line that will deliver 1,200 megawatts of Canadian hydropower into New York City, is expected to be completed. The line will supply some 20% of New York City’s electricity demand.
“I don’t know what the point of all this is,” Sosland told me. Electricity trade between the U.S. and Canada brings mutual benefits, he said. “The idea of tariffs and trying to create a fence along the system is going to be very destructive to customer cost, to clean air, to power reliability, because it’s going to foreclose all these other options that are on the table right now that provide benefits on both sides.”
The exception to all of this is a small population of about 58,000 ratepayers in the state of Maine who live near the border and get virtually all of their electricity from New Brunswick, Canada. William Harwood, the public advocate for Maine, estimates these communities could see an increase of $6 to $7 per month on their electricity bills. Harwood didn’t have any additional insight into whether the tariffs would or could apply to electricity — he was merely looking into the impacts on constituents if they did. “They are electrically part of Canada,” he said.
Editor’s note: This story originally misstated a unit of energy when referring to Canada’s energy exports. It’s gigawatt hours, not gigawatts. It’s been corrected.
This story also has been updated to reflect Trump’s continued emphasis that tariffs will begin February 1.
On Cabinent confirmations, NYC’s congestion pricing, and Orsted
Current conditions: Flowers are blooming in Moscow as parts of Russia experience unseasonally warm weather • The UK is being battered by yet another storm after Éowyn and Herminia brought back-to-back flooding events • An atmospheric river is expected to soak Northern California this weekend.
The Cabinet confirmations continue. Doug Burgum was confirmed yesterday as the new secretary of the Interior Department, where he will be in charge of executing President Trump’s plans to “drill, baby, drill.” He’ll also oversee the National Park Service, U.S. Fish and Wildlife Service, Bureau of Indian Affairs, and the Bureau of Land Management. One of his first priorities will be to carry out the president’s executive order pausing new offshore wind leasing and permitting. During his confirmation hearings, Burgum suggested that “clean coal” could help with decarbonization, backed up Trump’s disdain for wind power, and dodged questions seeking reassurance about his commitment to protecting federal lands. More than half of the Senate Democrats voted for Burgum’s confirmation.
President Trump is reportedly considering ways to cancel New York City’s congestion pricing. The tolling program – the first in the nation – came into effect in early January and has produced “undeniably positive results,” according to Janno Lieber, CEO of the Metropolitan Transportation Authority. It has prevented some 1 million vehicles from entering lower Manhattan, significantly reduced congestion and commuting times, and made bus services more efficient. Weekday ridership on some bus routes has increased by nearly 15%, and subway ridership has grown by 7.3%. “Better bus service, faster drive times, and safer streets are good for all New Yorkers,” Lieber said.
MTA
The Department of Transportation this week moved to carry out some of President Trump’s executive orders aimed at eliminating all Biden-era policies that “reference or relate in any way” to climate change, “greenhouse gas” emissions (quotes are theirs), and environmental justice. A memorandum from Transportation Secretary Sean Duffy gave all administrations and agencies operating under DOT purview 10 days to produce a written report listing any policies relating to these climate issues and then another 10 days to terminate those policies. Duffy’s order also canceled a 2023 DOT policy that required all agencies to consider climate change adaptation and resilience in planning. The DOT employs 55,000 people across various bureaus including the National Highway Traffic Safety Administration, the Federal Aviation Administration, the Pipeline and Hazardous Materials Safety Administration, the Federal Railroad Administration, and many others.
Mads Nipper is out as CEO of the world’s largest offshore wind developer. Orsted is replacing Nipper tomorrow with the company’s current deputy chief executive and chief commercial officer, Rasmus Errboe. The decision comes just 10 days after Orsted announced a $1.7 billion write-down in the U.S., which it blamed on challenging economic conditions like high interest rates and general uncertainty about the offshore wind industry. Nipper’s departure isn’t all that surprising – he held on after the company announced huge impairments from abandoning some U.S. projects in 2023. The latest write-downs were the “straw that broke the camel’s back,” one source told the Financial Times. In a statement, Errboe acknowledged the “headwinds” facing the industry, and said “offshore wind remains crucial for the green transition, and we’re deeply committed to pursuing our vision of a world that runs entirely on green energy.”
More than $2 trillion was invested in the global energy transition last year, according to BloombergNEF’s annual energy Transition Investment Trends report. That’s 11% more than was spent in 2023, and a new record. But … investment growth seems to be slowing, and it still falls short of the $5.6 trillion that experts say will be needed each year between now and 2030 to have a shot at reaching net zero by 2050. The report contains lots of interesting statistics. For example:
“If Trump makes good on his threats to tariff oil imports from Canada and Mexico, then he will cost the American oil and gas industry tens of billions of dollars while causing gasoline prices to rise across much of the country.”
–Heatmap’s Robinson Meyer on how Trump might be about to wreck U.S. oil refineries