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We’ll give you one guess as to what’s behind the huge spike.
Georgia is going to need a lot more electricity than it once thought. Again.
In a filing last week with the state’s utility regulator, Georgia Power disclosed that its projected load growth for the next decade from “economic development projects” has gone up by over 12,000 megawatts, to 36,500 megawatts. Just for 2028 to 2029, the pipeline has more than tripled, from 6,000 megawatts to 19,990 megawatts, destined for so-called “large load” projects like new data centers and factories.
To give you an idea of just how much power Georgia businesses will demand over the next decade, the two new recently booted up nuclear reactors at Vogtle each have a capacity of around 1,000 megawatts. Of the listed projects that may come online, five will require 1,000 megawatts or more.
The culprit is largely data centers. About 3,330 megawatts’ worth of data centers have broken ground in Georgia, and just over 4,100 megawatts are pending construction, vastly outstripping commitments made by industrial customers.
“New load growth, led predominately by data centers, could triple [Georgia Power’s] size, in ten years. This is the second industrial revolution, led by artificial intelligence,” Simon Mahan, the executive director of the Southern Renewable Energy Association, wrote on X.
Georgia Power is used to upgrading load forecasts. The company had to update its three-year planning process (known as an integrated resource plan, or IRP) in October of 2023, just a year after releasing its previous three-year plan, as its five-year load growth projections had grown from 400 megawatts to 6,660 megawatts, a 17-fold increase. Regulators approved the new plan in April of this year, which included adding turbines to an existing gas-fired plant, pushing out the retirement of a coal-fired plant, and more battery storage.
The latest update, Georgia Power said in the filing, “should provide further certainty that Georgia Power’s load forecast is materializing and that the constructive outcome of the 2023 IRP Update is supportive of economic growth in Georgia.”
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For the first time, his administration targets an offshore wind project already under construction.
The Trump administration will try to stop work on Empire Wind, an offshore wind project by Equinor south of Long Island that was going through active construction, Interior Secretary Doug Burgum posted to X on Wednesday.
Burgum announced that he directed the Bureau of Ocean Energy Management to “halt all construction activities on the Empire Wind Project until further review of information that suggests the Biden administration rushed through its approval without sufficient analysis.”
A memo to the agency, which was obtained by The Washington Free Beacon, references “revelations” of “serious deficiencies” in the approval process for Empire Wind. The reported memo does not provide any further description or evidence to back this claim. When we requested comment on the Free Beacon story, an Interior spokesperson simply pointed to Burgum’s short announcement.
Equinor provided a statement to Heatmap confirming after Burgum’s announcement that it “just received a notification from the Bureau of Ocean Energy Management (BOEM) regarding our Empire Wind 1 project, which has been in construction since 2024.”
“We will engage directly with BOEM and the Department of Interior to understand the questions raised about the permits we have received from authorities,” Equinor spokesman David Schoetz said. “We will not comment about the potential consequences until we know more.”
This is the second fully permitted offshore wind project that the Trump administration has publicly targeted and attempted to stop.
Last month, the Environmental Protection Agency pulled a Clean Air Act permit for Atlantic Shores, a wind farm under development off the coast of New Jersey, after anti-wind groups petitioned the agency to do so. The agency did not attempt to justify its decision other than to say that it gives the agency “the opportunity to reevaluate the Project and its environmental impacts in light of” Trump’s executive order requesting an assessment of the government’s leasing and permitting practices for wind projects.
A few days later, we were first to report that Representative Chris Smith — one of the loudest anti-wind voices in Congress — asked Burgum to halt work on Empire Wind, asserting that the environmental review process for the project was “completely inadequate.”
If Empire Wind is indeed halted, it would be the first offshore wind project under construction to be stopped by the Trump administration. Equinor disclosed in a project update that it started subsea rock installation last month, although the company’s statement to Heatmap indicates construction may have begun as early as last year. A halt to work on Empire Wind would cast a shadow over other offshore wind projects under construction, including Dominion Energy’s Coastal Virginia project, which we scooped could also wind up in the Trump administration’s crosshairs.
Stopping Empire Wind would also mean a huge blow to New York State’s climate and clean energy goals.
After the state’s Indian Point nuclear plant closed in 2021, the population-dense metro area in and around New York City has mostly replaced that carbon-free source of energy with natural gas. Offshore wind was supposed to be a path to moving away from reliance on the fossil fuel. The state’s target of deploying 9 gigawatts of offshore wind by 2035 was already going to be nearly impossible due to Trump’s pause on new leases and permits. Without the 800 megawatt Empire Wind project, New York will only have 1 gigawatt in the pipeline.
This news has already sparked an aggressive response from the American Clean Power Association, the largest renewables trade association, which released a statement pleading for the administration to “quickly address perceived inadequacies in the prior permit approvals” and that “halting construction of fully permitted energy projects is the literal opposite of an energy abundance agenda.”
“With skyrocketing energy demand and increasing consumer prices, we need streamlined permitting for all domestic energy resources,” American Clean Power CEO Jason Grumet stated. “Doubling back to reconsider permits after projects are under construction sends a chilling signal to all energy investment.”
“NOAA Fisheries does not anticipate any death or serious injury to whales from offshore wind related actions.”
A group of Republican lawmakers were hoping a new report released Monday would give them fresh ammunition in their fight against offshore wind development. Instead, they got … pretty much nothing. But they’re milking it anyway.
The report in question originated with a spate of whale deaths in early 2023. Though the deaths had no known connection to the nascent industry, they fueled a GOP campaign to shut down the renewable energy revolution that was taking place up and down the East Coast. New Jersey Congressman Chris Smith joined with three of his colleagues to solicit the Government Accountability Office to launch an investigation into the impacts of offshore wind on the environment, maritime safety, military operations, commercial fishing, and other concerns.
The resulting document is more of an overview than an investigation, and its findings are far from the smoking gun Republicans were looking for. Its main message is that the government and developers should do a better job engaging with Tribes and the fishing industry. As for whales, it basically shrugs. “NOAA Fisheries does not anticipate any death or serious injury to whales from offshore wind related actions and has not recorded marine mammal deaths from offshore wind activities,” it says.
But Smith seized on other findings to declare that the report “gives credibility and vindication” to concerns he has raised about offshore wind, pointing specifically to a section about defense and radar systems. The steel in offshore wind turbines has “high electromagnetic reflectivity,” which can disrupt certain radar systems, the report says. In a short paragraph about strategies to mitigate the issue, it notes that the Department of Defense can request that certain areas be excluded from development — which it has already done — or curtail operations as needed.
Smith also highlighted a portion of the report that says “large shipping vessels may have trouble avoiding turbines in the event of a mechanical failure.” Most projects on the East Coast have proposed spacing turbines at least 1 nautical mile apart, but shipping vessels may need up to 2 nautical miles in the event they need to make a sharp turn. The report doesn’t make any specific recommendations, but notes that the BOEM can prohibit construction within a certain distance of shipping lanes and require developers to create a “lighting, marking, and signaling plan” to improve safety.
Smith recently joined anti-offshore wind activists calling on the government to halt work on Empire Wind 1, an offshore wind farm off the coast of New York and New Jersey developed by Equinor that started construction this month. In a letter to Secretary of the Interior Doug Burgum, he wrote that the environmental review process under the Biden administration “was completely inadequate,” and that the Empire Wind project could thus be “catastrophic.”
The GAO report finds little fault in the previous administration’s environmental review process. It does, however, identify “gaps in Interior’s oversight of development.” For example, the BOEM has been inconsistent in the way it consults with Tribes to identify areas for wind development, as well as in how it considers or addresses the concerns Tribes raise. Part of the problem, per the report, is that Tribes have limited capacity to review documents and engage with the agency, and that government grants meant to address this gap are inaccessible because they require the Tribes to cover some of the costs. The report also finds that while the agency has taken steps to incorporate the fishing industry’s concerns into developing new lease areas, it hasn’t adequately communicated those steps to the industry. In addition, while the agency has called for a compensation mechanism to reimburse fishing companies for losses related to offshore wind, it has not yet established one.
The five recommendations the GAO makes in light of its findings are all related to boosting agency capacity for engagement and information sharing. Far from building up the office, however, the Trump administration has laid off more than 2,000 interior department employees, including eight of the roughly 80 staffers who worked on planning and permitting offshore wind.
Smith is taking the report’s findings — including a note that there are still unknowns about offshore wind’s impacts — as proof that development should be shut down. “Ocean wind energy development is an egregiously flawed and dangerous initiative and must be stopped,” he said in a press release Monday.
I wanted to update you on some very exciting news — our Decarbonize Your Life section just won the National Magazine Award for Service Journalism. It’s a huge honor for a publication that just turned two years old last month and a testament to the outstanding journalism our small but mighty newsroom does every day guiding our readers through the great energy transition.
A huge shout out, in particular, to our deputy editor Jillian Goodman for making the section so smart and helpful, to Robinson Meyer for dreaming up the idea, and to all the writers — Jeva, Katie, Emily, Charu, Taylor, and Andrew — who reported so insightfully for it. Tackling a complex but consequential subject like how to make better personal decisions around climate changewas a massive undertaking, but a labor of love.
If you missed this special section, you can check it out here.
And thank you, as always, for reading us and making our work possible.
Nico
Founder & Editor in chief