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Tristan Abbey would come to Washington from a Texas think tank that argues peak oil is way off base.

Donald Trump’s pick to run the Energy Information Administration works for a think tank that denies the existence of an energy transition.
The Energy Information Administration is the nation’s primary energy fuel and power forecasting agency. Since its inception in 1977, EIA has become a go-to source of data for many U.S. businesses, analysts, and policymakers alike. The agency’s previous administrators have been relatively apolitical academics and industry experts, including under the first Trump administration, whose EIA administrator came to the role from a faculty position at Rice University. The office’s current acting administrator is Stephen Nalley, who was appointed deputy administrator by Trump in 2018 after serving in various other roles at the agency.
Last month, however, the president quietly nominated a new EIA administrator who may represent a new direction for the agency. Tristan Abbey is an energy consultant and a senior fellow with the National Center for Energy Analytics, a think tank founded last year by a conservative policy outfit, the Texas Public Policy Foundation. The group argues against the concept of “peak oil,” the notion that the world will one day hit a maximum level of oil demand as it transitions to other (presumably more climate-friendly) fuels.
“There has never been a more critical time for sober-minded, fact-based, emotion-free perspectives in energy domains,” the think tank proudly declares on its About webpage. “The U.S. and European governments, along with many U.S. states, are embarking on the biggest industrial spending program in history, all directed in the pursuit of an ‘energy transition’ with the goal to rapidly replace hydrocarbons that currently supply 80% of the world’s energy. Why are the stakes so high? ‘Transitions’ of such scale have never occurred. And energy is fundamental to everything in civilization.”
Abbey was previously director of energy and environment at the National Security Council from 2017 to 2019 under Trump 1.0, and was also chief economist for the GOP on the Senate Energy and Natural Resources Committee, boasting in a CV that his role included successfully repealing a federal oil export ban. Per that CV, he previously worked for Clarium Capital Management and Founders Fund, two hedge funds founded by GOP financier Peter Thiel. Abbey was also on the Trump 1.0 transition team, according to his LinkedIn.
Today, Abbey also works with the Energy Policy Research Foundation, a D.C. petroleum research organization, and recently stepped away from working at the Trump-affiliated America First Policy Institute, according to an ethics disclosure posted online.
Abbey’s work at the NCEA provides insight into the views he may bring to the top of EIA.
His biggest achievement at the think tank was authoring a report declaring that global gas demand will remain strong. “[T]he broad directional arrows are distinguishable: for the foreseeable future, the world will need far more electricity and more industrial energy, and a significant portion of that will require natural gas,” the report said. “The federal government never decided to become the world’s largest LNG exporter, but it did allow private companies to make that happen. The decision that it can make today is to preserve that achievement.”
On a webinar about the report, Abbey called on the U.S. to take steps to increase domestic natural gas consumption and find new ways to use LNG in various consumer products and industrial processes. “Is there something that is holding U.S. industry back from using more natural gas than it would otherwise?,” he asked.
The NCEA is a key player in a highly consequential but wonky debate in Washington about whether the U.S. should try and put thumb screws onto the International Energy Agency, a world power and fuel forecasting body overseen by the OECD, an international body to which the U.S. is the single largest contributor.
The IEA has previously predicted “peak oil” may occur before 2030 — one of many predictions that have led some Republicans in Washington to declare the IEA is no longer impartial and a “cheerleader” for renewable energy. These Republicans have been led by Senator John Barrasso, one of the lawmakers who will oversee Abbey’s nomination. Another fan of this view is Kathleen Sgamma, Trump’s pick to run the Bureau of Land Management, who cited the NCEA to call on U.S. policymakers to pressure the IEA into “meaningful reform” of its forecasting about the energy transition. The op-ed was first reported by E&E News’ Scott Waldman.
How does Abbey feel about the war on the IEA? We’ll find out at his confirmation hearing, which has yet to be scheduled. We’ve asked Republicans on the committee for an update on when that’ll happen and we will let you know once we find out. Given they’re still working through other more high-profile nominees, that’ll take a while.
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Fights over AI-related developments outnumber those over wind farms in the Heatmap Pro database.
Local data center conflicts in the U.S. now outnumber clashes over wind farms.
More than 270 data centers have faced opposition across the country compared to 258 onshore and offshore wind projects, according to a review of data collected by Heatmap Pro. Data center battles only recently overtook wind turbines, driven by the sudden spike in backlash to data center development over the past year. It’s indicative of how the intensity of the angst over big tech infrastructure is surging past current and historic malaise against wind.
Battles over solar projects have still occurred far more often than fights over data centers — nearly twice as many times, per the data. But in terms of megawatts, the sheer amount of data center demand that has been opposed nearly equals that of solar: more than 51 gigawatts.
Taken together, these numbers describe the tremendous power involved in the data center wars, which is now comparable to the entire national fight over renewable energy. One side of the brawl is demand, the other supply. If this trend continues at this pace, it’s possible the scale of tension over data centers could one day usurp what we’ve been tracking for both solar and wind combined.
The administration reinstated previously awarded grants worth up to $1.2 billion total.
The Department of Energy is allowing the Direct Air Capture hub program created by the Biden administration to move forward, according to a list the department submitted to Congress on Wednesday.
The program awarded up to $1.2 billion to two projects — Occidental Petroleum’s South Texas DAC Hub, and Climeworks and Heirloom’s joint Project Cypress in Louisiana — both of which appeared on a list of nearly 2,000 grants that have passed the agency’s previously announced review of Biden-era awards.
This fate was far from certain. The DAC Hubs program originally awarded 21 projects, most of them smaller in scale or earlier in development than the Louisiana and Texas hubs. The DOE terminated 10 of those awards last October. A few days after the news of the cancellations broke, the Louisiana and Texas hubs both appeared on a leaked list of additional projects slated for termination. The companies never received termination letters, however, and now the DOE has notified the developers that the projects will be allowed to proceed.
A spokesperson for Battelle, the lead project developer for Project Cypress, told me the company has been “advised that the DOE project team with oversight of Project Cypress will be contacting us soon to begin the process of moving the project forward.”
Wright has signaled that many of the projects that made it through the review process had to be modified, but it is unclear which ones or how the DAC hubs will be affected. Neither Battelle nor the other companies responded to questions about whether their plans have changed.
The award amount is also up in the air. Originally, each project was awarded about $50 million for early development, with the opportunity to receive up to $600 million each. The spreadsheet of retained projects lists each of the DAC hubs at $50 million, but that may just be the amount that has been obligated so far. The DOE’s budget request for 2027 suggests it could be planning to pay out the full amount: The agency wants to rescind $2.3 billion from the $3.5 billion DAC Hubs program, which, if approved, would still leave $1.2 billion, the amount earmarked for the Project Cypress and South Texas hubs.
In an email, Climeworks spokesperson Tristan Lebleu told me the company “looks forward to engaging with the Department of Energy and our partners on next steps to advance our project in Louisiana."
Vikram Aiyer, the head of policy for Heirloom, said the project has strong support from local leaders, including Louisiana's Congressional Delegation and Governor Jeff Landry. He said the startup looks forward to working with the DOE on “unlocking the appropriated and obligated monies to create high-quality jobs, strengthen domestic supply chains, and pair industrial growth with advanced carbon management and utilization.”
A spokesperson from Occidental declined to comment, advising me to contact the DOE. The DOE has not responded to a request for comment.
While the companies are painting this as positive news, they must now contend with a new challenge: raising private investment for these projects in a very different environment than when the projects were first proposed. Carbon removal purchases are down and investors are not as keen on the industry as they once were.
“This is a step in the right direction but what’s important now is that these projects get built,” Giana Amador, the executive director of the Carbon Removal Alliance, wrote on LinkedIn. “That means steel in the ground, agreements honored, and clarity so our companies can do what they do best: build.”
The nearly California-based company is buying a pipeline of projects from an unnamed Japanese developer.
The energy transition isn’t static, and the companies pivoting to match the shifting needs of the moment tend to point the way to where demand is going.
Take Energy Vault. Founded by a group of Swiss engineers in 2017, the company sought to meet the swelling need for long-duration energy storage that can last beyond the four hours or so you get from a grid-scale lithium-ion battery by devising a new gravity-based systems for keeping energy stored for the long term. The problem was, there was no obvious market.
After going public in 2021 via a reverse merger with a blank-check company, Energy Vault swerved. The startup widened its focus beyond a long-duration energy storage technology critics called “obviously flawed” to energy storage in general, beefing up its portfolio of projects with traditional lithium-ion batteries and green hydrogen facilities.
Now Energy Vault is attempting to follow the well-trodden path for a Western company with a compelling technological alternative to fossil fuels: Make it big in Japan.
On Thursday, the company plans to announce its formal entry into the Japanese market through a binding agreement to buy a pipeline of battery projects from a domestic developer, I can exclusively report for Heatmap.
The move comes as East Asia braces for the worst of the energy shock emanating from the Strait of Hormuz. Despite the two-week ceasefire deal President Donald Trump announced Tuesday with Iran to reopen the waterway to tanker traffic, the market has yet to fully digest the weeks of near-total closure, as the last ships to leave the Persian Gulf are still arriving in ports to unload fuel deliveries. Countries such as Taiwan, South Korea, and Japan are particularly vulnerable to price swings due to their heavy reliance on imports of oil and liquified natural gas. Japan became especially dependent on LNG as a primary source of fuel after halting power production at most of its nuclear reactors following the 2011 Fukushima disaster.
Energy Vault declined to disclose the name of the developer from which it’s buying the projects, only describing the counterparty as a “leading” Japanese storage provider.
The deal includes 350 megawatts of “advanced-stage” battery projects that are expected to start construction by the second half of next year and begin operations in the second half of 2028. It also includes another 500 megawatts of early-stage projects, providing what the company called “a robust, multi-year growth pipeline that positions Energy Vault for long-term leadership in the Japanese energy storage market,” which it described as “one of the fastest growing and structurally advantaged” in any developed country.
The Japanese energy market allows storage companies to engage in what’s called “revenue stacking,” pulling in income from wholesale arbitrage, capacity markets, and grid-balancing services. Energy Vault said it maintains a “technology-agnostic approach,” which should allow it to take advantage of that flexibility, and touted a recent strategic partnership with the sodium-ion battery developer Peak Energy as an example of next-generation hardware it hopes to commercialize.
“Entering the Japanese market is a key component of our high-growth markets expansion strategy and represents one of the most compelling energy storage growth opportunities globally,” Robert Piconi, the chairman and chief executive of Energy Vault, told me in a statement. “Despite being a highly developed economy, Japan’s energy storage market remains significantly underpenetrated and is now entering a period of accelerated growth driven by renewable expansion and structural grid constraints.”