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As the election odds swung sharply towards Republican Donald Trump as Tuesday evening slid into Wednesday morning, climate-conscious investors, academics, strategists, and other internet personalities were mostly mute. It was a night to stare blankly at the TV, watch the needle slowly tilt to the right, and vaguely wonder about the future of the climate.
That is, unless you were Elon Musk, Trump’s latest, closest campaign confidant, in which case fist-pumping posts abounded. Well before any polls had closed, Musk posted on X about supposedly “record numbers” of men turning out to vote for Trump. While we can’t confirm that’s true, it set a vibe for the evening to come.
For Musk, no display of patriotism is complete without a plug for one of his companies. Exhibit A:
Exhibit B:
He spent the rest of the day casting doubt on election security in Pennsylvania and imploring his followers to vote because no less than “the future of the world” was at stake.
Of course, that’s similar to the rhetoric those in climate world use to describe the prospect of a second Trump presidency. As the final polls were closing, University of California, Santa Barbara climate historian Leah Stokes no doubt summed up the feelings of many when she tweeted,
But there was also room for humor. As the electoral map filled in, The Atlantic CEO Nicholas Thompson had some theories on what caused the pro-MAGA, pro-Mars Tesla CEO to lean so hard into Trump’s campaign.
Duncan Campbell, the vice president of Scale Microgrid Solutions and host of the energy podcast DER Task Force, entered the chat with an even more niche joke.
But no one could beat Musk for sheer weirdness. With results beginning to stack up, he shared a tribute to the “Dark MAGA” facet of the Trump coalition set to that Europe classic, “The Final Countdown.”
And as the night’s endgame began to come into focus, he shared a snap from Trump’s watch party at Mar-a-Lago.
Around 2:30 a.m. ET, Trump took the stage at the convention in West Palm Beach where his supporters had gathered and declared victory in the race. By then some, though certainly not all networks had called the election in Trump’s favor. He devoted a verse of his rambling, genial speech to Musk. “A star is born: Elon,” Trump said in his victory speech, praising Musk’s efforts on the campaign trail, his “beautiful” rockets, and Starlink, which Trump apparently hadn’t heard of before Hurricane Helene.
Musk, for his part, seems psyched about the prospect of playing a role in the Trump administration. “The future is gonna be fantastic,” he said, as the electoral votes crept closer to 270. Though climate tech investor Kristin Ellis of Lowercarbon Capital did have one extra bit of perspective to add:
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The Trump administration just did something surprising: It paved the way for a transmission line to a solar energy project.
On Friday, the Bureau of Land Management approved the Gen-Tie transmission line and associated facilities for the Sapphire Solar project, a solar farm sited on private lands in Riverside County, California, that will provide an estimated 117 megawatts to the Southern California Public Power Authority.
It is the first sign so far that some renewable energy requiring federal lands may be allowed to develop during the next four years, and is an about-face from the first weeks of Trump’s presidency.
BLM notably said the solar project’s transmission line will help “Unleash American Energy” (the bureau’s capitalization, not mine). And it said the move “aligns with” Trump’s executive order declaring a national energy emergency — which discussed only fossil fuels, nuclear, and hydropower — because it was “supporting the integrity of the electric grid while creating jobs and economic prosperity for Americans.”
“The Bureau of Land Management supports American Energy Dominance that prioritizes needs of American families and businesses,” BLM California State Director Joe Stout said in a statement provided via press release.
Another executive order Trump issued on his first day back in office paused solar and wind project permitting for at least 60 days, leading to a halt on government activities required to construct and operate renewable energy projects. It’s unclear whether these actions to move Sapphire’s transmission line through agency review means the federal permitting pipes are finally unstuck for the solar industry, or if this is an exception to the rule — especially because the pause Trump ordered has yet to hit the expiration date he set on the calendar.
For those keeping score, that’s three more than wanted to preserve them last year.
Those who drew hope from the letter 18 House Republicans sent to Speaker Mike Johnson last August calling for the preservation of energy tax credits under the Inflation Reduction Act must be jubilant this morning. On Sunday, 21 House Republicans sent a similar letter to House Ways and Means Chairman Jason Smith. Those with sharp eyes will have noticed: That’s three more people than signed the letter last time, indicating that this is a coalition with teeth.
As Heatmap reported in the aftermath of November’s election, four of the original signatories were out of a job as of January, meaning that the new letter features a total of seven new recruits. So who are they?
The new letter is different from the old one in a few key ways. First, it mentions neither the Inflation Reduction Act nor its slightly older cousin, the Infrastructure Investment and Jobs Act, by name. Instead, it emphasizes “the importance of prioritizing energy affordability for American families and keeping on our current path to energy dominance amid efforts to repeal or reform current energy tax credits.” The letter also advocates for an “all-of-the-above” approach to energy development that has long been popular among conservatives but has seemed to fall out of vogue under Trump 2.0.
Lastly, while the new letter repeats the previous version’s emphasis on policy stability for businesses, it adds a new plea on behalf of ratepayers. “As our conference works to make energy prices more affordable, tax reforms that would raise energy costs for hard working Americans would be contrary to this goal,” it reads. “Further, affordable and abundant energy will be critical as the President works to onshore domestic manufacturing, supply chains, and good paying jobs, particularly in Republican run states due to their business-friendly environments. Pro-energy growth policies will directly support these objectives.”
As my colleagues Robinson Meyer and Emily Pontecorvo have written, tariffs on Canadian fuel would raise energy prices in markets across the U.S. That includes some particularly swingy states, e.g. Michigan, which perhaps explains Rep. James’ seeming about-face.
Republicans’ House majority currently stands at all of four votes, so although 21 members might not be huge on the scale of the full House, they still represent a significant problem for Speaker Johnson.
Editor’s note: This story has been updated to reflect the fact that Rep. James did not unseat Democrat Carl Marlinga in 2022 as the district had been newly created following the 2020 census.
Three companies are joining forces to add at least a gigawatt of new generation by 2029. The question is whether they can actually do it.
Two of the biggest electricity markets in the country — the 13-state PJM Interconnection, which spans the Mid-Atlantic and the Midwest, and ERCOT, which covers nearly all of Texas — want more natural gas. Both are projecting immense increases in electricity demand thanks to data centers and electrification. And both have had bouts of market weirdness and dysfunction, with ERCOT experiencing spiky prices and even blackouts during extreme weather and PJM making enormous payouts largely to gas and coal operators to lock in their “capacity,” i.e. their ability to provide power when most needed.
Now a trio of companies, including the independent power producer NRG, the turbine manufacturer GE Vernova, and a subsidiary of the construction firm Kiewit Corporation, are teaming up with a plan to bring gas-powered plants to PJM and ERCOT, the companies announced today.
The three companies said that the new joint venture “will work to advance four projects totaling over 5 gigawatts” of natural gas combined cycle plants to the two power markets, with over a gigawatt coming by 2029. The companies said that they could eventually build 10 to 15 gigawatts “and expand to other areas across the U.S.”
So far, PJM and Texas’ call for new gas has been more widely heard than answered. The power producer Calpine said last year that it would look into developing more gas in PJM, but actual investment announcements have been scarce, although at least one gas plant scheduled to close has said it would stay open.
So far, across the country, planned new additions to the grid are still overwhelmingly solar and battery storage, according to the Energy Information Administration, whose data shows some 63 gigawatts of planned capacity scheduled to be added this year, with more than half being solar and over 80% being storage.
Texas established a fund in 2023 to provide low-cost loans to new gas plants, but has had trouble finding viable projects. Engie pulled an 885 megawatt project from the program earlier this week, citing “equipment procurement constraints” and delays.
But PJM is working actively with a friendly administration in Washington to bring more natural gas to its grid. The Federal Energy Regulatory Commission recently blessed a PJM plan to accelerate interconnection approvals for large generators — largely natural gas — so that it can bring them online more quickly.
But many developers and large power consumers are less than optimistic about the ability to bring new natural gas onto the grid at a pace that will keep up with demand growth, and are instead looking at “behind-the-meter” approaches to meet rising energy needs, especially from data centers. The asset manager Fortress said earlier this year that it had acquired 850 megawatts of generation capacity from APR Energy and formed a new company, fittingly named New APR Energy, which said this week that it was “deploying four mobile gas turbines providing 100MW+ of dedicated behind-the-meter power to a major U.S.-based AI hyperscaler.”
And all gas developers, whether they’re building on the grid or behind-the-meter, have to get their hands on turbines, which are in short supply. The NRG consortium called this out specifically, noting that it had secured the rights to two 7HA gas turbines by 2029. These kinds of announcements of agreements for specific turbines have become standard for companies showing their seriousness about gas development. When Chevron announced a joint venture with GE Vernova for co-located gas plants for data centers, it also noted that it had a reservation agreement for seven 7HA turbines. But until these turbines are made and installed, these announcements may all just be spin.