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On Abu Dhabi aluminum, Brazil’s offshore wind, and Dominica’s geothermal

Current conditions: Two major storms, Tropical Cyclone Maila and Tropical Cyclone Vaianu are barreling through the South Pacific • San Juan, Puerto Rico’s capital, is on track for heavy thunderstorms with lightning throughout most of the week • Temperatures in the Philippines’ densest northern cities are set to hit 100 degrees Fahrenheit this week.
It’s become a sort of dark ritual for the past two weeks, where President Donald Trump threatens to unleash a bombing blitz on Iran’s power stations — escalating the conflict in a way that mirrors Russia’s campaign against Ukraine. Well, it’s that time again. In a Sunday post on his Truth Social network, the president said Tuesday will be what he called “power plant day,” when the United States military will target Iran’s electrical station in addition to its bridges. “There will be nothing like it,” Trump wrote with three exclamation points, before dropping an F-bomb, calling the Iranian regime “crazy bastards,” and offering a “Praise be to Allah.”
In his past threats, typically postponed by the time markets opened Monday morning, Trump emphasized that the U.S. would target “all” of Iran’s power stations. That would include the Bushehr nuclear plant, Iran’s first and only civilian atomic power station. The plant’s single Russian-made reactor came online in September 2011, just six months after the Fukushima disaster in Japan. Russia’s state-owned nuclear company, Rosatom, was working on expanding the facility with additional reactors when the war began. Rosatom has warned that U.S. and Israeli missiles struck too close for comfort to the Bushehr facility, and criticized United Nations officials for holding Washington to a different standard than Moscow. Russia’s occupation of the Zaporizhzhia atomic power plant and turning Europe’s largest nuclear station into a front line in the war with Kyiv drew widespread condemnation.
If only oil and gas were the only commodities choked off from the global economy by Iran’s military at the Strait of Hormuz. There’s helium, urea, and plastics ingredients such as polyethylene. And then, of course, there’s aluminum. Before the war, demand for aluminum had soared to record highs in China, and the U.S. had just begun laying the groundwork for a new smelter. In fact, that deal was between a U.S. company and Emirates Global Aluminum, which, as I reported in January, was looking to expand its footprint in America. Now the Abu Dhabi-based industrial giant has some problems at home. The Middle East’s biggest aluminum producer said the Al Taweelah smelter that went into emergency shutdown last week following damage from Iranian missiles and drones may take as long as a year to restore its full output. The company said Friday that it had completed its initial damage assessment and “is in contact with customers whose shipments may be impacted,” Mining.com reported.
Offshore wind is a bit like a mullet. It triggered one hell of a backlash in the U.S. But the Australians embrace it, and now it could get big in Brazil. The government in Brasilia has established the guidelines for regulating offshore wind development, including the rules for designating patches of the coast to energy production and permitting, according to offshoreWIND.biz. Back in January, Australia scheduled its first offshore wind tender for later this year, adding itself to the list of countries looking to establish or expand seaward turbine farms even as the U.S. tries to smother its nascent industry. The Netherlands just put out a tender for a gigawatt of additional offshore wind, Renewables Now reported.
Meanwhile, another of the Trump administration’s multi-pronged efforts to quash the U.S. offshore wind sector is coming in for scrutiny. Last month, as I previously wrote, the Department of the Interior brokered a deal to pay the French energy giant TotalEnergies $1 billion to shut down two offshore wind farms in the U.S. and invest instead in natural gas. Two leading progressives in Congress are now calling for the administration to halt the payment. In a letter sent last week to Secretary of the Interior Doug Burgum, Representative Alexandria Ocasio-Cortez of New York and Massachusetts Senator Ed Markey called the plan “legally dubious.”
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Just a month ago, BYD unveiled newer, faster Flash Chargers, so swift they “basically make recharging your EV as quick as getting gas,” InsideEVs wrote. Now the Chinese automotive giant has already rolled out the next-generation chargers at at least 5,000 stations across China. The buildout comes as BYD races to gain a retail foothold in North America now that Canada has eased its tariffs. As I previously wrote, the company has already selected 20 sites for dealerships.
China’s wind turbine giant Mingyang is investing $10 billion into renewables, green hydrogen, and ammonia projects in Ethiopia. The Ethiopian Investment Commission, a government agency, called the deal a “transformative move for the energy sector,” coming a week after the company teased a larger investment at an economic forum in Addis Ababa. Mingyang ranked as the world’s third-largest wind manufacturer by gigawatts last year, as I wrote last month, one of China’s top champions in a growing sector.

Dominica is one of the most isolated and underdeveloped island nations in the Caribbean, often called “the nature isle.” So it makes sense that the country’s population of less than 70,000 people would avoid the oil-burning trap that afflicts the power sectors in Cuba and Puerto Rico and skip straight to harvesting renewable energy from beneath the island’s charmingly not-Margaritaville-ified shores. A new 10-megawatt geothermal power plant in the inland town of Laudat has entered “advanced stages of commissioning and has started supplying electricity to the grid,” ThinkGeoEnergy reported.
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The enhanced geothermal company just announced a new 19,448-foot well.
Enhanced geothermal company Fervo has drilled another well.
This one is 19,448 feet deep, the company announced Thursday, and includes a 7,500-foot span laterally across the sub-surface. The well — called Sawtooth 7, part of Phase II of its flagship Cape Station project in Milford, Utah — took 21 days to drill, the company said. That matches the time required to drill the wells in Phase I, though the new one is nearly 35% deeper than those, on average, with a 50% greater lateral extension.
The greater depth and distance means greater energy potential from the well, while faster drilling times mean much lower costs. Tim Latimer, Fervo’s co-founder and chief executive, compared the timeline to that of the company’s 2022 Project Red well in Nevada, which achieved a depth of 11,220 feet in 70 days.
“Today, we are drilling deeper, hotter wells that will produce multiples more [megawatts] per well than our Project Red pilot, and we are doing it in a fraction of the time,” Latimer wrote.
Fervo says that its drilling rates at the Cape Station site have improved by 143% since it broke ground there in 2023.
The company says it’s now on track to get project costs down to $5,500 per kilowatt, working toward a goal of $3,000 per kilowatt over the long term. In its IPO filing, Fervo said costs at Cape Station were around $7,000 per kilowatt, indicating significant improvements in drilling efficiency in a relatively short period of time.
The news should be welcome to Fervo and its investors. Shortly after going public in May, the company announced that one of its Utah wells blew out. The company said at the time that there were no injuries, nor was there any environmental damage or “material impact to either cost or schedule of the project” at Cape Station.
Fervo raised almost $2 billion in its IPO, which it said will go to fund further progress on the flagship installation. Shares were trading at around $26 on Thursday afternoon, just shy of their $27 IPO price and up over 13% on the day.
The administration filed to dismiss an appeal of a December ruling that overturned its wind permitting freeze.
Trump’s Department of Justice is giving up on defending the president’s wind permitting moratorium.
The DOJ filed a motion on Wednesday to dismiss its appeal of a federal court’s December decision vacating the order to halt wind energy approvals. The plaintiffs in the case — New York and 16 other states, as well as the Alliance for Clean Energy New York, a trade group — did not oppose the motion. The case will not be officially dismissed, however, until the First Circuit Court of Appeals approves the request, which typically happens quickly when both parties support the dismissal.
The case stems from an executive order President Trump issued on the first day of his current term temporarily withdrawing all areas of the outer continental shelf from offshore wind leasing and pausing all federal authorizations for onshore and offshore wind projects while the administration conducted a review of leasing and permitting practices.
States took the administration to court last May, arguing that the order was arbitrary and capricious and violated the Administrative Procedures Act. They claimed it harmed their ability to source reliable and affordable energy and threatened billions of dollars in investment in supply chains, workforce development, and wind industry-related infrastructure.
On December 8, Judge Patti B. Saris of the U.S. District Court for the District of Massachusetts ruled in the states’ favor and vacated the wind order. More specifically, the judge vacated the portion of the order directing agencies to pause permits and other authorizations. The withdrawal of areas eligible for new leases remains in effect.
What it means is that federal agencies will now have to proceed with permitting wind projects using the existing statutory and regulatory framework, Kit Kennedy, the managing director for power, climate, and energy at the Natural Resources Defense Council, told me in an email. “The door to federal permitting is now unlocked again and each developer will be able to make the case for permitting their individual project based on the facts and the law,” she said.
The Trump administration appealed the ruling to the First Circuit in February, but never submitted an opening brief. The initial deadline was May 11, but on May 4, the DOJ requested additional time to file the brief. The judge gave the defendants until June 10. On that date, the defendants filed the motion to dismiss.
This is a developing story and we’ll update it as we learn more about the administration’s actions and their effects.
Editor’s note: This story has been updated to reflect that the freeze and ruling apply to onshore as well as offshore wind. It also adds a quote from Kit Kennedy.
The Secretary of the Interior said he “absolutely” planned to appeal a ruling that lifted blocks on wind and solar approvals.
The Trump administration is not backing down from its discriminatory policies for approving wind and solar projects. Interior Secretary Doug Burgum testified to Congress on Wednesday that his agency would appeal a recent district court ruling blocking it from enforcing these policies.
“We reject the whole premise,” Burgum said during a House Natural Resources Committee hearing.
Since Trump took office, the Interior Department has issued a series of memos and secretarial orders that systematically disadvantage wind and solar projects. Last July, it issued a memo requiring that nearly all approvals in the wind and solar permitting process be subject to additional reviews by the secretary’s office. A subsequent order required the agency to prioritize permitting projects with greater energy density, meaning ones that produce more power per acre of land, and deemed wind and solar “highly inefficient” compared with coal, nuclear, and natural gas projects.
The policies amounted to an effective freeze on wind and solar development on public lands, while also stalling projects on private lands that require federal consultations, affecting hundreds of clean energy projects. By the end of last year, Democrats saw no point in negotiating on permitting reform if the executive branch could simply make up its own permitting rules. They insisted on limits to executive power before they’d agree to a deal.
Around the same time, a coalition of clean energy groups, including the Clean Grid Alliance, Alliance for Clean Energy New York, and the Southern Renewable Energy Association, challenged the agency’s actions in the U.S. District court for the District of Massachusetts. The Interior’s permitting policies “place wind and solar technologies into second-class status without providing any rational justification for such disparate treatment or drastic policy shifts — unlawfully picking winners and losers among energy sources, contrary to Congress’ intent,” the lawsuit claimed. The groups argued the policies were arbitrary and capricious, in violation of the Administrative Procedures Act. In April, Judge Denise Casper sided with the plaintiffs, putting a temporary injunction on the agency’s wind and solar-hobbling memos.
During Wednesday’s hearing, Representative Susie Lee of Nevada told Burgum that his policies have “created a total permitting mess” in her sunny home state, and asked him what the immediate impact of the court’s order was within his agency. When Burgum responded by denigrating the judge’s decision, Lee asked if he was planning to appeal the order.
“Yeah, absolutely,” he said, asserting that “the idea that a single judge could decide” how the agency conducts permitting “is absurd.”
At the end of her questioning, Lee reaffirmed that the July 15 memo was the single thing stalling a permitting reform deal in Congress. “If you would just rescind that memo, we could get permitting reform passed this Congress, and we can start to talk about permitting all forms of energy.”
Later in the hearing, Burgum also defended another of the administration’s controversial actions regarding renewables. California Representative Dave Min questioned Burgum on his deal to pay the French energy company Total nearly $1 billion to walk away from its offshore wind leases. Was that an appropriate use of money, Min asked, considering so many Americans were struggling with high energy bills? Burgum rejected the premise, asserting several times that the agency merely “refunded” Total’s money.