You’re out of free articles.
Log in
To continue reading, log in to your account.
Create a Free Account
To unlock more free articles, please create a free account.
Sign In or Create an Account.
By continuing, you agree to the Terms of Service and acknowledge our Privacy Policy
Welcome to Heatmap
Thank you for registering with Heatmap. Climate change is one of the greatest challenges of our lives, a force reshaping our economy, our politics, and our culture. We hope to be your trusted, friendly, and insightful guide to that transformation. Please enjoy your free articles. You can check your profile here .
subscribe to get Unlimited access
Offer for a Heatmap News Unlimited Access subscription; please note that your subscription will renew automatically unless you cancel prior to renewal. Cancellation takes effect at the end of your current billing period. We will let you know in advance of any price changes. Taxes may apply. Offer terms are subject to change.
Subscribe to get unlimited Access
Hey, you are out of free articles but you are only a few clicks away from full access. Subscribe below and take advantage of our introductory offer.
subscribe to get Unlimited access
Offer for a Heatmap News Unlimited Access subscription; please note that your subscription will renew automatically unless you cancel prior to renewal. Cancellation takes effect at the end of your current billing period. We will let you know in advance of any price changes. Taxes may apply. Offer terms are subject to change.
Create Your Account
Please Enter Your Password
Forgot your password?
Please enter the email address you use for your account so we can send you a link to reset your password:
Vineyard Wind has given offshore opponents some powerful new ammunition.

Vineyard Wind’s turbine blade failure couldn’t have come at a worse time for offshore wind.
The industry is still dealing with the high inflation and supply chain issues that turned 2023 into a parade of horribles. Now opponents to American offshore wind — most prominently former president Donald Trump — are one election away from storming the gates of the federal bureaucracy. We don’t know yet whether the Vineyard Wind blade breakage was a fluke or the result of a problem with the blades themselves, but that hasn’t stopped critics of offshore wind from shouting about it — and with fiberglass still washing up on Nantucket beaches, they’re tough to ignore.
Major errors like blade failures are incredibly rare, but — like the risk of whale injuries — are precisely the sort of negative externality activists have had a tendency of magnifying when fighting offshore wind. Should Trump win in November and retake the White House, he could indefinitely stall projects in the nascent sector across both coasts, as operations often fall under the scope of federal control.
“If Donald Trump is elected, he has said on Day 1 he would terminate offshore approvals. He has said he will do that, and frankly he generally keeps his word,” Bruce Afrin, an attorney representing activists challenging projects off the New Jersey coastline, told me. And while he sees Vineyard Wind becoming a focal point of that effort, he also told me, “I’m sure they’re going to take a broader approach.”
Nearly all offshore wind projects have to face at least some form of federal review. Projects at commercial scale will usually be in federal waters — more than 3 miles from a state’s coastline — because the best wind is further from shore; in addition, permits may be required on endangered species and water regulations to build turbines or construct cabling.
Very few existing offshore wind projects have been fully permitted and reached the construction phase. There’s Revolution, Sunrise, Coastal Virginia, and, of course, Vineyard Wind, which is now in a work stoppage following the blade failure. Many other projects are still in the permitting process, per K&L Gates attorney Theodore Paradise, who advises project developers in the sector. Paradise told me data on how many projects are in the federal regulatory pipeline is scattered across various federal sources, making it “kind of an IKEA situation.”
Given how few projects have received all of their permits to date, this is a worrisome hypothetical to climate advocates and professionals working in offshore wind.
“Any project going through any of those gauntlets may be dead on arrival,” attorney Jeff Thaler, who consults on offshore and onshore wind projects, told me. “That’s the uncertainty and concern, and investors do not like uncertainty like that.”
Both Thaler and Paradise said regulators already take the risk of blade failures and a multitude of other potential project risks seriously. (This is why, for example, there are boat speed restrictions near offshore wind projects.) Not to mention that wind turbines are not a new technology and have been operating in much larger numbers offshore in Europe and China without much incident.
Those few projects in construction still face legal challenges. Coastal Virginia, for example, was allowed to continue construction despite a lawsuit from conservative legal groups over the risks posed to endangered whales. If re-elected, Trump and his Justice Department would have the opportunity to stop defending the government’s approvals of the project and side with the legal challengers.
Whether it would be possible for Trump to undo previously issued approvals is a thornier question. Afrin argued that a Trump administration both could and would re-examine previous approvals related to offshore wind projects, under the justification that the government erroneously issued them or failed to properly conduct a specific analysis. Existing environmental laws like the National Environmental Policy Act, Afrin said, give “enormous tools” to “those who organize and have standing” in litigation.
Paradise made an audible sigh when I asked whether a future Trump administration could feasibly go that far.
“Some folks you’ll talk to might say, oh [they have] approved it, we’re all set,” he said. “If the administration were to change, you can imagine a scenario where somebody sues on an issued permit and the Justice Department decides not to defend the agency action, or maybe they want to settle with the folks bringing the suit.”
Some permits may be impossible to undo because project developers have a vested right in a regulatory approval depending on how far along they are, Thaler said. But if construction has yet to begin and more permits are needed, a Trump administration could potentially have an opening.
The risk lies in what happens to public perception and political maneuvering. Thaler compared what’s happening with Vineyard Wind to the PR backlash against Boeing after a door came out of a plane in the middle of a flight. “Any time this gets attention it will have an impact. People will be raising more concerns. Those who have been opposing will be emboldened, or energized, no pun intended.” That said, after the door debacle, “People kept flying,” Thaler said. “There was a suspension of that particular jet type for a while, but then people resumed flying around the world.”
Scrutinizing offshore wind tech is already on the table to some in the Trumpworld braintrust. Oliver McPherson-Smith, head of energy and environment issues for the America First Policy Institute, told Axios last year that he wants regulators in a future administration to look “very, very closely at the environmental effects of all new technologies, including offshore wind.” Advocates fighting offshore wind certainly feel emboldened by the Vineyard Wind blade failure and are looking to magnify the importance of its environmental impacts. Mandy Gunasekara — the author of Project 2025’s section on dismantling the Environmental Protection Agency — on Monday retweeted claims that the failure was a “disaster” that environmentalists were “downplaying.”
Later this week, representatives from Vineyard Wind will appear in court to defend against a lawsuit from the conservative Texas Public Policy Foundation, seeking to stop the project on behalf of people in the commercial fishing industry. The group cited the blade failure in a press release about the case: “The federal government is required to ensure safety and environmental protection by law when approving projects like this — and they knew this project had environmental risks like the one that came to pass here — but they let it happen anyway.”
Some offshore wind industry backers are optimistic about the ability for the industry to weather the storm of a future Trump administration, however. Sam Salustro, vice president of strategic communication for Oceantic, formerly known as the Business Network for Offshore Wind, told me that he thinks it’s not a done deal Trump puts the breaks on offshore wind permits given the “enormous amount of investment and job creation that is happening from this dependable pipeline of projects coming through.”
He also pointed to examples of Republican support from folks like Virginia Gov. Glenn Youngkin and House Majority Leader Steve Scalise, who recently attended the christening of a new port in his state of Louisiana that will serve the offshore wind industry. “This is an industry that has robust bipartisan support from the people who know it best,” he said.
When asked specifically about how the Vineyard Wind blade failure would impact the future of U.S. industry growth, Salustro told me he didn’t immediately know how to respond. Ultimately, he settled on a brighter outlook. “We still have three other projects that are continuing development. This is a safety issue that is going to be addressed. From global data, we understand how rare it is, so I don’t see it as a huge hiccup to the industry like inflation was. Probably limited impact.”
Dave Rogers of Sierra Club, meanwhile, acknowledged that while the Vineyard Wind situation is “not great,” there is “a long track record we can point to” on project efficacy and environmental safety. While its critical regulators and companies figure out what went awry here, “it’s critical that it doesn’t actually slow down the deployment of offshore wind.”
“It’s not necessarily our job to get out ahead of [this],” Rogers said, “but we do think it’s important this is contextualized on a global scale so that people understand how rare something like this is and that offshore wind is going to be a key part of a decarbonization strategy in the U.S.”
Log in
To continue reading, log in to your account.
Create a Free Account
To unlock more free articles, please create a free account.
A proposed change in how the agency implements an obscure Cold War-era law would impose onerous reporting requirements on renewables and pipelines.
Democrats in Congress claim that a new Trump administration proposal will have a chilling effect on the energy sector by subjecting renewables and fossil fuel pipelines alike to an obscure, rarely cited Cold War-era law requiring detailed information on foreign farmland ownership be submitted to the Agriculture Department.
In late June, the Agriculture Department released a proposal to change implementation of the Agricultural Foreign Investment Disclosure Act of 1978, which requires companies to provide information to the federal government on foreign investors in farmland holdings, acquisitions, and sales. If finalized, the new rule would expand the definition of “agricultural land” in regulation to include all renewable energy facilities and pipeline corridors by explicitly tying the term to those industries’ formal codes under the North American Industry Classification System.
Top Senate Democrats on Monday argued that taken together with expanded investor reporting thresholds and land boundary mapping requirements, this rule change “may exceed what is necessary” to deal with national security issues around farmland ownership.
One of the letter’s signatories, Pennsylvania’s John Fetterman, has previously joined the GOP in railing against foreign companies purchasing U.S. farmland as a potential national security concern. And indeed, there certainly exists a broader bipartisan anxiety around Chinese influence on essential industries, e.g. mining and critical minerals. That Fetterman is now joining climate hawks Martin Heinrich and Sheldon Whitehouse in opposing the administration’s move is a striking moment of unity, especially as Fetterman bats away beltway rumors that he’ll flip parties.
The letter demands a briefing from the Agriculture Department that includes the proposal’s “anticipated impacts on the energy, infrastructure, and agricultural sectors,” as well as the legal basis for changing its definition of “agricultural land.”
“[W]e are concerned that USDA’s proposed rule may exceed what is necessary to address those objectives, have unintended national security consequences, and may create substantial compliance burdens on agricultural producers, landowners, infrastructure operators, energy developers, and investors that could undermine efforts to address rising energy and food prices without a corresponding national security benefit,” the letter reads.
As I have previously written, the USDA is an increasingly vital organ in the Trump administration’s war on renewable energy projects, and focusing its laser beam at project development on what it calls “prime” farmland. Trump also recently tapped country music star John Rich to be his “special envoy for American landowners,” which directly led to the USDA working with people fighting solar on farmland in upstate New York.
The Trump change goes after pipelines as well as renewable energy, although logic suggests that solar development could be more vulnerable due to the sheer acreage often required for utility-scale project construction and property setbacks.
The Agriculture Department responded to my request for comment with a statement: “As Secretary [Brooke] Rollins has noted before, the regulations governing the Agricultural Foreign Investment Disclosure Act of 1978 are extremely outdated and need to be updated to better reflect today’s conditions. USDA looks forward to considering all public comments before finalizing the rule.”
Editor’s note: This story has been updated to include the statement from USDA.
Current conditions: The wildfires in Spokane, Washington, have now incinerated 850 structures, most of which were homes • Thunderstorms are rumbling over Des Moines, Iowa, breaking the dense “corn sweat” humidity evaporating off crop fields • Severe storms in Brazil’s southeasternmost Rio Grande do Sul province have left at least one dead.
The paradox of President Donald Trump’s critical mineral policy, as my colleague Matthew Zeitlin put it last year, remains unresolved. His administration did away with the main domestic market signal for minerals by eliminating the electric vehicle tax credit with incentives for U.S. content last year. But the White House has pulled out the stops to support projects that aim to produce lithium, rare earths, and other minerals needed for weapons and energy manufacturing. On Friday, the Department of Defense announced a package worth more than $2 billion in funding for companies churning out batteries and the minerals contained in them. The funding includes $1.4 billion for the battery company Sila Nanotechnologies and $400 million for Sunrise Energy Metals, a producer of scandium, which is needed for high-heat aluminum alloys for fighter jets and spacecraft. “We want these essential products to be mined, refined and made right here in the USA,” Trump said at a press roundtable, according to The Wall Street Journal.
Trump isn’t the only one throwing money at minerals. The world’s top 50 mining stocks are now worth $2.3 trillion, up $18 billion for the month, according to a Mining.com analysis.
Amazon is reportedly behind plans to build a data center campus powered by a 7.7-gigawatt gas plant in Texas. In January, the project, known as GW Ranch, received a permit to build a gas plant with a pollution output of 33 million tons of carbon dioxide. While the developer behind the facility had been secret, the clean energy consultancy Cleanview reviewed satellite imagery that identified how much land the project was clearing and matched that to public filings for permits. In a post on X, Michael Thomas, the company’s founder, wrote that he confirmed with Amazon that it had acquired the site and planned to buy power from the plant, which is being developed by Pacifico Energy. “Partnering with GW Ranch marks Amazon’s first major investment in an off-grid data center,” Thomas wrote. “In doing so, the company joins Microsoft, Google, and Meta who have all invested significantly in natural gas power this year.”
The U.S. is facing its most brutal wildfire season in years, with blazes “scorching millions of acres.” That’s according to a new analysis by Bloomberg, which found that the 17 fires raging across Washington State have now displaced more than 60,000 people — roughly 10% of the Spokane area’s population. Across the U.S., there are at least 44,722 fires raging across about 5.2 million acres, data from the National Interagency Fire Center shows.
Sign up to receive Heatmap AM in your inbox every morning:
Ah, the electric minivan. The dream of every emissions-conscious parent or hauler of large things. Rare in America, but taking over Europe. That is, of course, what’s happening with Kia’s PV5. The small electric van now accounts for a third of Europe’s market for similar vehicles. Kia’s first electric van, according to Electrek, is the most popular electric light commercial vehicle on the continent and the United Kingdom.
Under Colombia’s last president, the far-left Gustavo Petro, the country moved to quash its oil drilling industry and embrace green energy. The new right-wing government of President Abelardo de la Espriella isn’t abandoning the effort. Edwin Palma, the minister of mines and energy, just approved a new National Hydrogen Policy that establishes a roadmap for $5 billion in investments into electrolyzers and other infrastructure through 2031, according to Hydrogen Insight.

Europe just got another new nuclear reactor. Slovakia split atoms for the first time at its Mochovce-4 nuclear plant after nearly 40 years of on-again, off-again construction, NucNet reported. The Russian-designed reactor could be among the country’s last purchases from the Kremlin-owned Rosatom as the conservative European Union nation embraces U.S. nuclear technology.
Facing down a sea change, the automaker has staked its next EV bet on a compact, sporty pickup.
“Full fathom five, your father lies,” the invisible spirit Ariel sings early in The Tempest, as a handsome and grieving prince listens, rapt. The song tells of a shipwrecked skeleton transforming into something else — its eyes have become pearls, and its bones pink coral — as it undergoes, yes, a “sea change.” It is the first time that phrase appears in the English language.
Ford is now facing its own kind of sea change. Over the past decade, the automaker has doubled down on its most profitable and exciting vehicles — pickups, SUVs, and the Mustang muscle car — and dropped from its line-up the cheap, boring cars that once made it famous. It embraced, then backed off, the transition to electric vehicles, in part because it failed to make money from them; and it began to reckon with the surge of cheaper, cleaner, and “far superior” EVs from Chinese producers that are transforming global auto markets around the world.
Locked into its aging but reliable line-up, yet unable to innovate at the low end, Ford might seem like the epitome of a company facing disruptive innovation. No wonder its stock has traded flat from where it was five years ago — even as the broader market has surged by more than 70%.
Its solution is an EV skunkworks, run by Tesla alumni, where it can develop a new “universal EV platform” to undergird future vehicles. Today, we got a peek at the first car to emerge from that secret shop: an all-electric compact pickup that will hit the roads by the end of next year. Its name? The Ford Fathom.
We know very little about the Fathom, as our correspondent Andrew Moseman wrote today. It will retail for just over $28,000, and even with mandatory delivery costs and other add-ons will stick to this side of $30,000. That makes it only a smidge more expensive than the gas-burning Ford Maverick, a sporty, compact, and popular pickup that starts around $27,000.
Ford promises that the Fathom will have as much seating capacity as Toyota’s RAV4, America’s best-selling car that isn’t a truck. (Ford’s own F-150, of course, holds the true No. 1 spot.) Those dimensions suggest the Fathom will sport a four-door crew cab, like the Maverick, making it more acceptable to families with kids — or young professionals who want to give their friends rides on the weekend. It will also have a frunk.
Beyond that, though, we don’t know much. We don’t know its range, for instance, and its price point shouldn’t inspire too much confidence on that front. Nor do we know, frankly, whether Ford can pull it off: When the automaker announced its first electric truck, the F-150 Lightning, in 2021, it claimed a price point of less than $40,000. Eighteen months of inflation later, it actually sold them for closer to $55,000 — and it still lost money on every EV that it made. Fixing the latter problem is part of why the skunkworks exists in the first place, and Ford now has an additional half-decade of experience making EVs. But consumers hoping for a miraculously priced electric pickup from the Blue Oval have been burned before.
If the Fathom disappoints, though, then consumers will soon have other options. The American car market is about to be deluged with sporty, compact pickup trucks — a welcome change from just a few years ago, when the segment was almost entirely dominated by mid-size and half-ton models. The Jeff Bezos-backed startup Slate will start delivering two-door, all-electric pickups starting at $25,000 at the end of this year. The automaker Stellantis, which owns the Dodge and Jeep brands, says it wants to bring another compact pickup — it’s almost more of a ute — called the Rampage to North America soon.
That’s welcome news for me — I love these little trucks — but I’m a little worried I’ll be outside my pickup-buying years by the time they actually make it to market. In the meantime, I’ll keep you posted on other updates about the Fathom. Will “sea nymphs hourly ring its knell”? No, but it will have Apple CarPlay and Android Auto.