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Chris Wright and Doug Burgum started their reign this week by amplifying the president and beating back Biden-era policies.

The Trump administration’s two most senior energy officials, Secretary of the Interior Doug Burgum and Secretary of Energy Chris Wright, are both confirmed and in office as of this week, and they have started to lay out their vision for how their agencies will carry out Donald Trump’s “energy dominance” agenda.
Where the Biden administration sought to advance traditional Democratic policy around public lands (namely, to expand, conserve, and preserve them) while also boosting the development of renewable energy, Burgum and Wright have laid out something of the inverse approach: Maximize the production of domestic energy and minerals, with a focus on fossil fuels, and to the extent non-fossil fuels are a priority, they should be “baseload” or “firm” power sources like nuclear, hydropower, or geothermal.
If Michael Pollan’s basic dietary guidance is “eat food, not too much, mostly plants,” then the Burgum-Wright energy policy might be, “produce energy, as much as you can, mostly fossil fuels.”
Burgum and Wright each laid out his philosophy in the form of secretarial orders, the agency equivalent of an executive order.
“Our focus must be on advancing innovation to improve energy and critical minerals identification, permitting, leasing, development, production, transportation, refining, distribution, exporting, and generation capacity of the United States to provide a reliable, diversified, growing, and affordable supply of energy for our Nation,” reads Burgum’s “Unleashing American Energy” order.
“The Department will bring a renewed focus to growing baseload and dispatchable generation to reliably meet growing demand,” reads Wright’s first secretarial order.
Burgum’s orders are largely Interior-specific elaborations of Trump’s early round of executive orders. In “Addressing the National Energy Emergency,” Burgum echoes Trump’s executive order declaring — you guessed it — a national energy emergency, calling for the department to “identify the emergency authorities available to them, as well as all other legal authorities, to facilitate the identification, permitting, leasing, development, production, transportation, refining, distribution, exporting, and generation of domestic energy resources and critical minerals.” He also criticizes the Biden administration for having “driven our Nation into a national emergency, where a precariously inadequate and intermittent energy supply, and an increasingly unreliable grid, require swift and decisive action.”
In another order, “Unleashing American Energy,” which follows a similarly titled executive order, Burgum cites the Trump administration’s call for deregulation to allow more extraction of energy commodities and energy production: “By removing such regulations, America's natural resources can be unleashed to restore American prosperity. Our focus must be on advancing innovation to improve energy and critical minerals identification, permitting, leasing, development, production, transportation, refining, distribution, exporting, and generation capacity of the United States to provide a reliable, diversified, growing, and affordable supply of energy for our Nation.”
The order calls for the Interior department to examine a number of Biden-era guidelines and rules, including 2024’s public lands rule, formally known as Conservation and Landscape Health, which went into effect last June. The rule put landscape preservation on a similar plane to energy development, mining, logging, or grazing among uses for public lands, and was opposed by a number of interest groups, including the ranching and energy industries.
It’s not just public lands that will be more open to fossil fuel exploration and extraction, it’s also the seas. Burgum issued an order following on Trump’s attempt to roll back restrictions on offshore drilling, notifying the department that “all Biden [outer continental shelf] withdrawals of the OCS for oil and gas leasing have been revoked.”
Two other orders were primarily deregulatory. One implemented the Trump guideline that “for each new regulation that they propose to promulgate, they shall identify at least 10 existing Department regulations to be eliminated.” And the other followed on Trump’s order opening up Alaska to more mining and energy extraction, which, among other actions, revoked a 2021 order cancelling oil and gas leases in the Alaska National Wildfire Reserve and reinstated a Secretary’s Order issued by then-Interior Secretary Ryan Zinke in 2017 opening up Alaska for more oil activity, which itself reversed a 2013 order limiting oil and gas development.
While Burgum’s orders focus on the energy potential beneath the ground and the sea, Wright’s first secretarial order is a celebration of energy writ large, consistent with his often articulated views on the subject. “Energy is the essential ingredient that enables everything we do. A highly energized society can bring health, wealth, and opportunity for all,” he writes.
The document starts by talking down net-zero goals, saying that “net-zero policies raise energy costs for American families and businesses, threaten the reliability of our energy system, and undermine our energy and national security.”
“Going forward,” it says, “the Department’s goal will be to unleash the great abundance of American energy required to power modern life and to achieve a durable state of American energy dominance.”
In Wright’s version of the “energy emergency” order, he commits the department to “identify[ing] and exercise[ing] all lawful authorities to strengthen the nation’s grid, including the backbone of the grid, our transmission system,” in order to deal with the “current and anticipated load growth on our nation’s electric utilities.” He also says the department will focus on “baseload and dispatchable generation to reliably meet growing demand” — i.e. natural gas, along with some geothermal, hydropower, and nuclear.
In keeping with the president’s hostility or indifference toward the most widespread forms of renewable energy generation, Wright writes that the DOE will focus its substantial research and development efforts on “affordable, reliable, and secure energy technologies, including fossil fuels, advanced nuclear, geothermal, and hydropower,” and specifically calls out the Department’s fusion research for focus: “The Department must also prioritize true technological breakthroughs — such as nuclear fusion, high-performance computing, quantum computing.”
Wright refers to the energy department’s considerable research on renewables through its network of national laboratories only via implication, with an eye toward containing the funding demands of such work. “The Department will comprehensively review its R&D portfolio,” the order says. “As part of that review, the Department will rigorously enforce project milestones to ensure that taxpayer resources are allocated appropriately and cost-effectively consistent with the law.” Not mentioned at all was the department’s Loan Programs Office, which the Biden administration fortified by means of the Inflation Reduction Act. Bloomberg News reported that the department is looking to roll back some of the office’s loan guarantees to ensure that its funding awards “are consistent with President Trump’s executive orders and priorities.”
One area where there may be consistency between the Biden and Trump energy departments is in support for nuclear power.
Throughout the order, nuclear energy gets called out for praise and attention, while other forms of non-carbon-emitting energy go unmentioned. “The long-awaited American nuclear renaissance must launch during President Trump’s administration. As global energy demand continues to grow, America must lead the commercialization of affordable and abundant nuclear energy. As such, the Department will work diligently and creatively to enable the rapid deployment and export of next-generation nuclear technology,” Wright writes.
Like Burgum, Wright takes a dim view of Biden-era regulatory initiatives, committing the department to reviewing proposals for liquefied natural gas terminals and promising a “comprehensive review of the DOE Appliance Standards Program.” Scrapping or overhauling appliance efficiency rules, like other envisioned Trump policies, would also help bolster demand for energy writ large.
The orders, while consistent with Trump’s broad directives on energy policy, do not match the vitriol and dismissiveness towards renewables that Trump himself employs. But that may be cold comfort to climate advocates and renewables developers. In Burgum’s and Wright’s philosophy, renewables have been given pride of place in government policies, effectively holding down fossil fuel resources — and that is going to change.
In one order, Burgum directs the department to ensure that its policies do not “bias government or private-sector decision making in favor of renewable energy projects as compared to oil, gas, or other mineral resource projects.” And neither he nor Wright appears to see little role for the fastest growing sources of generation — solar — in American “energy dominance.”
That is also in keeping with what Trump has been doing to achieve his energy priorities, as opposed to what he’s been saying about “unleashing American energy.” During the chaotic first few weeks of this administration, federal officials do not appear to have been treating fossil fuel and renewables equally so much as they have been scrambling to comply with executive orders by obstructing renewable permitting and then reversing themselves (unless, of course, it’s offshore wind).
As Trump’s energy policy finds its feet, we’ll find out if energy dominance is really just fossil fuel dominance.
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PJM is back open for business, but the new generation applying to interconnect is primarily natural gas.
America’s largest electricity market is looking at hooking up new power generation again, and a lot of it is natural gas.
PJM stopped evaluating new generation in 2022, when the backlog of projects awaiting interconnection studies stood at 2,664, of which 1,972 — representing 107 gigawatts, about two-thirds of the total — were renewables.
“They’ve been spending these past four years working through the backlog, studying everything that’s in there, and that process is up,” Jon Gordon, senior director at Advanced Energy United, told me.
The electricity market announced last August that applications for the first cycle of interconnection studies under a new, reformed process would be due this week. Some 811 projects with a combined capacity of 220 gigawatts made the Monday deadline, PJM said Wednesday. This time around, the mix looks a little different.
While solar, storage, and solar-and-storage projects make up more than half the queue by number (536 in total), by capacity, nearly half is natural gas, with 106 gigawatts out of around 220 gigawatts total.
For years, some of the strongest advocates of interconnection queue reform at PJM have been advocates for renewables. With the wait for interconnection stretching up to eight years, solar and wind projects in particular found themselves in trouble. Even as the cost of solar had been dropping dramatically, higher inflation and higher interest rates following the COVID pandemic and Russian invasion of Ukraine made developing renewables more expensive — and that was before Donald Trump regained the White House and declared war on clean energy.
Since 2020, PJM said in a March blog post, 103 gigawatts of interconnection agreements resulted in just 23 gigawatts of new generation being added to the grid. Three-quarters of projects that PJM studied withdrew from the process at some point before sending power to the grid.
PJM spent the past four years reviewing old projects and developing a process designed to get interconnection service agreements done in two years at most. The round of projects submitted up through this week will not be evaluated on the “first-come, first-served” model that had bedeviled the previous system. Instead, PJM has adopted a “first-ready, first-served approach,” which the organization says will mean “prioritizing projects that are more advanced and better positioned to move forward.”
The reformed queue couldn’t come soon enough. Over the past four years, PJM has become desperate for more power to serve exploding data center demand and help alleviate high prices.
Since 2020, electricity prices in PJM have risen almost 50%, from 12.6 cents per kilowatt-hour to 18.7 cents per kilowatt-hour, according to data from Heatmap and MIT’s Electricity Price Hub. Typical electricity bills have risen from around $128 a month to about $161.
“Current projections show a potential capacity shortfall of 50 GW to 60 GW in the next decade, primarily driven by large load growth,” PJM said last month. For reference, a gigawatt is enough to power a city of around 800,000 homes. PJM’s existing installed capacity is around 180 gigawatts.
When I asked Gordon about the large presence of natural gas in the new queue, he pointed to data centers, which “have become a massive sea change to the whole landscape of energy.” That goes especially for the scale of planned facilities, such as a planned 1.4-gigawatt data center campus on a 700-acre footprint in Cumberland County, Pennsylvania.
“Now they're talking gigawatt-size data centers that would require, potentially, an enormous natural gas plant — maybe more than one,” Gordon said. Getting the requisite financing and permitting for renewable and storage resources to power such a large-scale project would be “enormously challenging,” he added. Meanwhile, “natural gas has risen to the fore here, and it’s getting a lot of tailwind from the Trump administration.”
(Something else eagle-eyed readers may have spotted in the numbers on new planned projects: their average size is much bigger than those in the queue as of 2022. The new batch comes in at an average size of nearly 272 megawatts each, compared to around 60 megawatts for the old one. That holds especially for solar, storage, and solar-plus-storage projects, which clock in at nearly 198 megawatts on average, compared to just 54 in 2022.)
Earlier this year, governors of states in the PJM region, led by Pennsylvania’s Josh Shapiro, and the White House agreed on a $15 billion special auction for procuring new generation in PJM. That came after PJM’s most recent capacity auction — in which generators bid to be compensated for their ability to stay on the grid in times of need — failed to meet even PJM’s preferred reliability margin.
Pressure continued to mount on the electricity market following the capacity auction, as federal regulators took it to task for its failure to get more generation online. Two weeks ago, PJM put some meat on the bones of the White House agreement by proposing a two-stage process, whereby power customers would directly contract for new generation with power supplies starting in September and PJM would facilitate an auction for whatever was still necessary to meet its capacity increase goals by March of next year.
The plan met a cool reception in Washington, where Federal Energy Regulatory Commission Chair Laura Swett said she was “a bit perplexed” by the PJM proposal, adding it didn’t meet the timeline set out by the White House and the PJM governors to hold an auction this year
While PJM may be able to reform its own processes or come up with special procurements, there’s still the same old issues that have bedeviled energy buildouts everywhere.
Projects that have already been approved are facing “hurdles such as state permitting and supply chain backlogs,” PJM said Wednesday.
That being said, renewables and storage can still benefit from an improved interconnection process, Gordon told me. “Renewables would have always benefited, and still will benefit from improved interconnection,” Gordon told me. That’s largely because renewable projects tend to be smaller on a per-project basis than gas, let alone nuclear, and are more plentiful in number, and therefore stand to benefit disproportionately from faster reviews.
The real tragedy, Gordon said, is that more renewables couldn’t come online when the political and economic winds were blowing in their favor. Projects that were submitted to the queue before its closure in 2022 were “probably very economic back then,” he told me. “They died on the vine as they waited in the queue.”
Current conditions: The Gulf Coast states are bracing for a series of midweek thunderstorms • Temperatures are rocketing up near 100 degrees Fahrenheit in Lahore, Pakistan • San Juan, Puerto Rico, is facing days of severe thunderstorms.
Compass Datacenters is quitting a yearslong bid to build a key part of a 2,100-acre data center corridor in northern Virginia amid mounting pushback from neighbors, marking one of the highest profile examples yet of political opposition killing off a major server farm. The company, backed by the private equity giant Brookfield Asset Management, has gunned for Prince William County’s approval to turn more than 800 acres into a portion of the data center buildout. But after spending tens of millions of dollars on the effort, the firm decided that political resistance to providing tax breaks had created what Bloomberg described Wednesday as “too many roadblocks,” prompting a withdrawal.
The data center backlash, as Heatmap’s Jael Holzman wrote in the fall, is “swallowing American politics.” Polling from Heatmap Pro has shown that public resentment toward server farms they perceive as driving up electricity bills, sucking up too much water, or supporting software that threatens human jobs is rapidly growing. Data centers, as Jael wrote last week, are now more controversial than wind farms.
Nuclear startups taking part in the Department of Energy’s reactor pilot program are approaching the agency’s July 4 deadline to split their first atoms, and companies are making deals left and right for new projects. But just four firms have so far secured commercial offtakers, announced project-specific financing, and locked down contracts with suppliers and construction partners. That’s according to new data from a report by the policy advocate Third Way, shared exclusively with me for this newsletter. TerraPower’s nuclear project in Kemmerer, Wyoming, which broke ground this month, is in the lead, with the most advanced application before the Nuclear Regulatory Commission. Amazon-backed X-energy has two projects that have achieved all three preliminary milestones. Holtec International’s small modular reactor project in Michigan and GE Vernova Hitachi Nuclear Energy’s debut unit at the Tennessee Valley Authority — each of which recently received $400 million in federal funding, as I previously reported — are close behind.
Among the report’s other takeaways: Federal policy is “too often rewarding hype instead of commercialization readiness,” and the U.S. needs to winnow down the technologies on offer.
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The Federal Emergency Management Agency has officially entered what CBS News called “a financial danger zone” that threatens to limit spending to only the most urgent life-saving needs. The status, called Imminent Needs Funding, is triggered when FEMA’s Disaster Relief Fund drops below $3 billion. The depletion is a symptom of the partial government shutdown of FEMA’s parent agency, the Department of Homeland Security, whose funding has become hotly political over the hardline actions by Immigration and Customs Enforcement. But the timing couldn’t be worse: Hurricane season is about a month away. “Disasters are unpredictable. They’re very costly. We don’t know what could happen between now and June 1,” FEMA Associate Administrator Victoria Barton told the network.
This was all predictable. Back in February, Heatmap’s Jeva Lange warned that the DHS shutdown would “starve local disaster response.”
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The U.S. is racing to get new nuclear projects off the ground. But it’s not yet clear where all the new reactor fuel is going to come from, especially once federal law fully bans all imports of Russian uranium in 2028. A new uranium mining project has started up operations this week in Wyoming’s Shirley Basin. The reactivated mine was previously considered the birthplace of in-situ recovery mining, a more eco-friendly method of extraction that involves injecting a solution into rock that dissolves minerals, then pumping that fluid to the surface for collection. The developer, Ur-Energy, said it’s returning to operations to power at least the next nine years of uranium demand in the U.S.
The milestone at the uranium mine comes as global mining deals reached a new high in the first three months of this year. Global law firm White & Case LLP recorded 121 mergers and acquisitions in the sector in the first quarter, up from 117 a year earlier and 102 in 2024, according to Mining.com. It’s the strongest first quarter since 2023. “The math is unforgiving,” the Breakthrough Institute’s Seaver Wang and Peter Cook wrote in an Ideas essay for Heatmap this week. “We need more minerals, and we need them soon.”

Another week, another new full-scale nuclear reactor has come online in China. On Wednesday, World Nuclear News reported that Unit 1 of the San’ao nuclear station in eastern Zhejiang province has entered commercial operation. The reactor is the first of six Hualong One reactors planned for the site. The Hualong One is China’s leading indigenous reactor design, borrowing heavily from the Chinese version of the Westinghouse AP1000, America’s leading reactor.
South Africa, meanwhile, is making a bid to lure engineers working abroad to come home to help the country build up its own nuclear sector once again. The plan, detailed by Semafor, “aims to attract skilled migrants and South African expatriates, especially those working in the United Arab Emirates,” which hired large numbers of local engineers during the buildout of the Gulf nation’s debut Barakah nuclear plant over the past decade.
Even before China made a big gamble in recent months on green hydrogen to ease the effects of the Iran War’s hydrocarbon shock, the country’s electrolyzer manufacturers were already starting to dominate the industry. Now the first Chinese electrolyzer manufactured in Europe is due to be assembled in the coming weeks. RCT GH Hydrogen, a joint venture between the Jiangsu-based electrolyzer maker Guofu and the German technology company RCT Group, is on track to roll out its first unit in June, Hydrogen Insight reported Wednesday.
Representatives Jared Huffman and Jamie Raskin announced an investigation into the $1 billion offshore wind deal with the Trump administration.
Two House Democrats are going after TotalEnergies after the company ignored an earlier request to defend its $1 billion settlement with the Trump administration to walk away from offshore wind.
Jared Huffman, the ranking member of the House Natural Resources Committee from California, and Jamie Raskin, the ranking member of the House Judiciary Committee from Maryland, sent a letter on Wednesday informing Total’s CEO Patrick Pouyanné that they have opened a formal investigation into the company.
“We’re going to get every document, every email, every last receipt on this deal, and every person who had a hand in this is going to answer for it,” Huffman said in a press release. “What I have to say to TotalEnergies is this: Consider yourself on notice, we’re coming for you.”
The move comes just a day after the Trump administration announced two additional identical settlements resulting in the cancellation of two more offshore wind leases.
The letter states that Total’s March 23 settlement with the Interior Department was unlawful in “at least four separate ways.” It demands that Total preserve all records related to the deal and requests that it put the $928 million it was granted by the settlement into escrow until the investigation concludes.
Huffman and Raskin first reached out to the Interior Department and Total on April 6 requesting documents and communications between the two parties related to the deal by April 20. Neither party obliged. Shortly before the deadline, however, the Interior Department published the settlement agreements it signed with Total. The settlements “confirm and surpass our worst fears of what has taken place,” the two representatives wrote on Wednesday.
The settlements state that the agency would have ordered Total to suspend operations on the leases due to national security issues. This “appears to have been a fabricated justification for canceling the leases,” the letter says, citing a discrepancy between when the settlements suggest that the company had reached an agreement with the Trump administration — November 18 — and when the earliest reports of anyone reviewing the national security concerns occurred — November 26.
“That timeline raises the troubling possibility that the national security assessment was not merely pretextual, but also that TotalEnergies may have negotiated the final settlement agreement with full knowledge that the rationale for canceling the leases was false,” Huffman and Raskin write. The fact that Pouyanné has stated publicly multiple times that the company came to the Interior Department with the idea for the settlement supports that conclusion, they add.
Putting the timeline of national security concerns aside, the settlement disregards the law governing offshore wind leases, Huffman and Raskin argue. The Outer Continental Shelf Lands Act says that when the government cancels a lease that does not yet have an operating project on it, the company is entitled to the “fair value” of the lease at the date of cancellation. The nearly $1 billion figure — which is the amount the company paid for the two leases in 2022 — is “almost certainly a significant overpayment even under the most favorable reading of the statute,” the lawmakers write.
The letter also questions the use of the Department of Justice’s Judgment Fund, a reserve of public money set aside to pay for agency settlements. On one hand, Interior Secretary Doug Burgum recently characterized the payment as a “refund” in testimony before Congress — a type of payment that the Judgment Fund is not authorized to make. On the other hand, even if it was technically a settlement, it doesn’t meet the Judgement Fund’s standard of “a genuine contested dispute over liability or amount,” Huffman and Raskin write. The Interior Department never issued a stop work order to Total. Neither of the company’s projects had even started construction yet.
If the settlement is allowed to go through, the lawmakers warn, any future U.S. administration could repeat the formula to enact their own agenda. “The only requirements would be a hypothetical threat, a side agreement, and a check drawn from a permanent, uncapped federal account that Congress never authorized for this purpose,” they write.
Lastly, Huffman and Raskin accuse the Trump administration and Total of sticking an unlawful clause in the settlements that declare the agreements “not judicially reviewable.” They assert that only Congress has the power to restrict judicial review. Their letter declares that the provision “accomplishes nothing legally,” and characterizes it as evidence that the parties knew the deal would not survive scrutiny.
In addition to preserving records and putting the funds in escrow, the letter to Total again demands a list of documents related to the deal, providing a new deadline of May 13. We’ll see if the company feels compelled to comply. Huffman and Raskin would need the support of the full House to find Total in contempt of Congress, and it’s not clear they would have the numbers.