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Sparks

Gargantuan Solar Project in Nevada Appears to Be Moving Forward

The Esmeralda 7 project is another sign that Trump’s solar freeze is over.

Solar panels.
Heatmap Illustration/Getty Images

The Esmeralda 7 solar project, a collection of proposed solar farms and batteries that would encompass tens of thousands of acres of federal public lands in western Nevada, appears to be moving towards the end of its federal permitting process.

The farms developed by NextEra, Invenergy, Arevia, ConnectGen, and others together would add up to 6,200 megawatts of solar generation capacity, making it the largest solar project in already solar-rich Nevada.

To get a sense of the massive scale of the project, the two newly installed nuclear reactors at Plant Vogtle in Georgia are about 1,000 megawatts each and the Empire Wind offshore wind project that Secretary of the Interior Doug Burgum ordered a halt to this week had a planned capacity of just over 800 megawatts.

Earlier this month, the Bureau of Land Management updated its website for the project, indicating that the final Environmental Impact Statement for the project would be published on April 25 and the record of decision would be published on July 18.

A Bureau of Land Management spokesperson told me that the Bureau wouldn’t have anything new to share until the publication of the final environmental impact statement “in the coming days or week or so.”

Still, the fact that the BLM is making progress on a decision at all is yet another sign that the “freeze” on renewables projects put in place in the early days of the Trump administration has begun to thaw, at least for solar and transmission projects.

The new decision date is also consistent with the freeze being over. A timeline presented at a BLM meeting in September envisioned the final Environmental Impact Statement being issued sometime between the fall of last year and spring of this year, with a record of decision in April. The listed July date would roughly match with the project’s permitting being delayed by two months.

The 60-day renewable permitting pause was one of Trump’s first actions in office and the offshore wind industry especially has continued to bear the brunt of the administration’s anti-renewable wrath.

But solar and transmission appear to be a different story: a Bureau of Land Management spokesperson told Heatmap in March that “there is currently no freeze on processing renewable applications for solar” or for “making authorization decisions.” Earlier that month, BLM had approved a transmission line for a solar project in Southern California saying that the project would “Unleash American Energy.”

Like many large scale Nevada solar projects, the Esmeralda 7 has attracted some opposition from some area residents and conservation groups. The transmission line necessary for the project, Greenlink West, was approved in September.

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Sparks

Koloma Strikes New Hydrogen Exploration Deal in the Philippines

The deal, shared exclusively with Heatmap, is the startup’s third in the oil-importing country.

A Koloma worker.
Heatmap Illustration/Koloma, Getty Images

Hydrogen fuel comes in myriad forms. There’s green hydrogen, which is extracted from water molecules using zero-carbon electricity. There’s blue hydrogen, derived from methane and scrubbed clean by carbon capture. And then there’s white hydrogen. Otherwise known as natural or geologic hydrogen, this type of hydrogen comes directly from naturally occurring deposits in the earth, can accumulate in considerable quantities and concentrations, and is highly energy-efficient to extract compared to manufacturing pathways such as electrolyzers and steam methane reforming.

It’s a seductive promise, but finding deposits with enough hydrogen to make the economics of exploration work is difficult. That’s where Koloma comes in. The startup uses a bespoke subsurface data set, which its founders developed over 20-plus years, to flag the areas most likely to hold sufficient hydrogen, after which they can extract it for power and derivative fuels.

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Yellow
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Data Centers Will Use Enough Electricity to Power Every U.S. Household by 2035

The latest forecast from BloombergNEF raises its estimate for AI electricity demand by 83%.

A data center and power lines.
Heatmap Illustration/Getty Images

Energy analysts at BloombergNEF predicted last year that U.S. data center electricity demand would reach 106 gigawatts within the next decade. In its latest outlook, released Tuesday, the group increased its forecast by 83%, to 194 gigawatts — enough to light up 150 million homes, or roughly every single household in the country today.

Even that may be a conservative estimate. If data center developers were to max out the total number of the high-powered chips used to train and operate AI models forecast to be delivered by 2035, electricity demand would reach 229 gigawatts.

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Sparks

Microsoft Sustainability Chief Hounded by Protestors at Seattle Climate Week

“Microsoft, you can’t hide, we can see your dirty side!”

Melanie Nakagawa.
Heatmap Illustration/Getty Images, Katie Brigham

Protestors interrupted one of the final sessions of PNW Climate Week — a conference that brings together climate leaders across Washington, Oregon, and British Columbia — objecting to Microsoft’s rising carbon emissions from data centers and partnerships with oil and gas companies. The company’s Chief Sustainability Officer Melanie Nakagawa was having a one on one conversation with GeekWire climate reporter Lisa Stiffler at Seattle’s City Hall when protestors carrying signs reading “Microsoft’s AI pollutes” and other slogans began shouting from the audience.

I was there, having just moderated the prior panel on how to finance Washington’s clean energy ambitions. Early on there were some rumblings in the crowd from up front. “Climate leaders don’t build gas pipelines in Moses Lake,” was the first objection I heard clearly. It came shortly after Nakagawa kicked off the conversation by highlighting Microsoft’s partnership with sustainable aviation fuel startup Twelve, which recently opened its first commercial-scale SAF plant in Moses Lake, Washington. The tech giant has supported the project through a strategic investment from its Climate Innovation Fund, as well as an offtake agreement for the fuel that will help offset its emissions from employee travel.

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