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The Coastal Virginia wind project is already halfway done — but that hasn’t stopped the administration from seeking to interrupt it.

The U.S. government signaled that it will review previously issued approvals for Dominion Energy’s Coastal Virginia offshore wind project, the first indication that even wind projects with all their permits already will have to fend off the Trump effect.
On his first day in office, Donald Trump issued a sweeping executive order targeting the offshore wind industry that requested the Interior Department, in consultation with the Justice Department, to conduct “a comprehensive review of the ecological, economic, and environmental necessity of terminating or amending any existing wind energy leases, identifying any legal bases for such removal.”
We now have our first indication that this review is in fact happening: On January 29, the Interior Department and the Committee for a Constructive Tomorrow — an anti-renewables organization suing to kill the Coastal Virginia project — together requested through legal representatives that a federal judge delay (or in legal parlance, enlarge) the briefing schedule for a lawsuit CFACT had filed to kill the Coastal Virginia offshore wind project.
The filing cited Trump’s executive order, noting that “among other things,” it directed “the Secretary of the Interior to conduct a review of existing offshore wind leases.”
“In light of these developments, CFACT and Federal Defendants respectfully move to enlarge the briefing schedule in this case,” the filing stated, adding that the regulatory offices overseeing the relevant approvals “are under new leadership, who require time to become familiar with the issues presented by this litigation and the Presidential Memorandum and to determine how they wish to proceed.”
CFACT filed the lawsuit against Dominion last year alongside the Heartland Institute and the National Legal and Policy Center, a conservative legal nonprofit, claiming that the government had erred in its analysis of how the 2.6 gigawatt offshore wind project would affect the endangered North Atlantic right whale.
It’s unclear whether the Trump administration is citing the executive order because it will actually review leases Dominion holds for Coastal Virginia or if this is a portal to other kinds of reviews. CFACT’s lawsuit does not ask for any change to the leases, but instead seeks to undo the final permits and a letter from the federal government authorizing construction.
This quiet legal filing yet further indication that the federal backlash to offshore wind is paralyzing the U.S. permitting regime. Heatmap reported last week that the Bureau of Ocean Energy Management, which handles offshore wind approvals, appears to be winding down even procedural, pre-decisional staff activity that would let developers progress forward under Trump, even if at a snail’s pace.
I asked the Interior Department if this means the agency is reviewing previous approvals for offshore wind projects, but spokesperson J. Elizabeth Peace told me that “Department policy is to not comment on pending litigation.”
Dominion said in a press release last week that Coastal Virginia was now “approximately 50% complete” and “remains on track for on-time completion” by the end of 2026. I asked Dominion if this means anything changes for Coastal Virginia. Dominion spokesperson Jeremy Slayton told me the company remains "confident" the project will "be completed on-time” late next year.
We’ll bring you an update if CFACT gets back to us about this filing. And believe that I’ll be tuning in to Dominion’s earnings call tomorrow.
Editor’s note: This story has been updated to include a comment from Dominion Energy.
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Clean energy stocks were up after the court ruled that the president lacked legal authority to impose the trade barriers.
The Supreme Court struck down several of Donald Trump’s tariffs — the “fentanyl” tariffs on Canada, Mexico, and China and the worldwide “reciprocal” tariffs ostensibly designed to cure the trade deficit — on Friday morning, ruling that they are illegal under the International Emergency Economic Powers Act.
The actual details of refunding tariffs will have to be addressed by lower courts. Meanwhile, the White House has previewed plans to quickly reimpose tariffs under other, better-established authorities.
The tariffs have weighed heavily on clean energy manufacturers, with several companies’ share prices falling dramatically in the wake of the initial announcements in April and tariff discussion dominating subsequent earnings calls. Now there’s been a sigh of relief, although many analysts expected the Court to be extremely skeptical of the Trump administration’s legal arguments for the tariffs.
The iShares Global Clean Energy ETF was up almost 1%, and shares in the solar manufacturer First Solar and the inverter company Enphase were up over 5% and 3%, respectively.
First Solar initially seemed like a winner of the trade barriers, however the company said during its first quarter earnings call last year that the high tariff rate and uncertainty about future policy negatively affected investments it had made in Asia for the U.S. market. Enphase, the inverter and battery company, reported that its gross margins included five percentage points of negative impact from reciprocal tariffs.
Trump unveiled the reciprocal tariffs on April 2, a.k.a. “liberation day,” and they have dominated decisionmaking and investor sentiment for clean energy companies. Despite extensive efforts to build an American supply chain, many U.S. clean energy companies — especially if they deal with batteries or solar — are still often dependent on imports, especially from Asia and specifically China.
In an April earnings call, Tesla’s chief financial officer said that the impact of tariffs on the company’s energy business would be “outsized.” The turbine manufacturer GE Vernova predicted hundreds of millions of dollars of new costs.
Companies scrambled and accelerated their efforts to source products and supplies from the United States, or at least anywhere other than China.
Even though the tariffs were quickly dialed back following a brutal market reaction, costs that were still being felt through the end of last year. Tesla said during its January earnings call that it expected margins to shrink in its energy business due to “policy uncertainty” and the “cost of tariffs.”
Alphabet and Amazon each plan to spend a small-country-GDP’s worth of money this year.
Big tech is spending big on data centers — which means it’s also spending big on power.
Alphabet, the parent company of Google, announced Wednesday that it expects to spend $175 billion to $185 billion on capital expenditures this year. That estimate is about double what it spent in 2025, far north of Wall Street’s expected $121 billion, and somewhere between the gross domestic products of Ecuador and Morocco.
This is a “a massive investment in absolute terms,” Jefferies analyst Brent Thill wrote in a note to clients Thursday. “Jarringly large,” Guggenheim analyst Michael Morris wrote. With this announcement, total expected capital expenditures by Alphabet, Microsoft and Meta for 2026 are at $459 billion, according to Jefferies calculations — roughly the GDP of South Africa. If Alphabet’s spending comes in at the top end of its projected range, that would be a third larger than the “total data center spend across the 6 largest players only 3 years ago,” according to Brian Nowak, an analyst at Morgan Stanley.
And that was before Thursday, when Amazon told investors that it expects to spend “about $200 billion” on capital expenditures this year.
For Alphabet, this growth in capital expenditure will fund data center development to serve AI demand, just as it did last year. In 2025, “the vast majority of our capex was invested in technical infrastructure, approximately 60% of that investment in servers, and 40% in data centers and networking equipment,” chief financial officer Anat Ashkenazi said on the company’s earnings call.
The ramp up in data center capacity planned by the tech giants necessarily means more power demand. Google previewed its immense power needs late last year when it acquired the renewable developer Intersect for almost $5 billion.
When asked by an analyst during the company’s Wednesday earnings call “what keeps you up at night,” Alphabet chief executive Sundar Pichai said, “I think specifically at this moment, maybe the top question is definitely around capacity — all constraints, be it power, land, supply chain constraints. How do you ramp up to meet this extraordinary demand for this moment?”
One answer is to contract with utilities to build. The utility and renewable developer NextEra said during the company’s earnings call last week that it plans to bring on 15 gigawatts worth of power to serve datacenters over the next decade, “but I'll be disappointed if we don't double our goal and deliver at least 30 gigawatts through this channel by 2035,” NextEra chief executive John Ketchum said. (A single gigawatt can power about 800,000 homes).
The largest and most well-established technology companies — the Microsofts, the Alphabets, the Metas, and the Amazons — have various sustainability and clean energy commitments, meaning that all sorts of clean power (as well as a fair amount of natural gas) are likely to get even more investment as data center investment ramps up.
Jefferies analyst Julien Dumoulin-Smith described the Alphabet capex figure as “a utility tailwind,” specifically calling out NextEra, renewable developer Clearway Energy (which struck a $2.4 billion deal with Google for 1.2 gigawatts worth of projects earlier this year), utility Entergy (which is Google’s partner for $4 billion worth of projects in Arkansas), Kansas-based utility Evergy (which is working on a data center project in Kansas City with Google), and Wisconsin-based utility Alliant (which is working on data center projects with Google in Iowa).
If getting power for its data centers keeps Pichai up at night, there’s no lack of utility executives willing to answer his calls.
The offshore wind industry is now five-for-five against Trump’s orders to halt construction.
District Judge Royce Lamberth ruled Monday morning that Orsted could resume construction of the Sunrise Wind project off the coast of New England. This wasn’t a surprise considering Lamberth has previously ruled not once but twice in favor of Orsted continuing work on a separate offshore energy project, Revolution Wind, and the legal arguments were the same. It also comes after the Trump administration lost three other cases over these stop work orders, which were issued without warning shortly before Christmas on questionable national security grounds.
The stakes in this case couldn’t be more clear. If the government were to somehow prevail in one or more of these cases, it would potentially allow agencies to shut down any construction project underway using even the vaguest of national security claims. But as I have previously explained, that behavior is often a textbook violation of federal administrative procedure law.
Whether the Trump administration will appeal any of these rulings is now the most urgent question. There have been no indications that the administration intends to do so, and a review of the federal dockets indicates nothing has been filed yet.
The Department of Justice declined to comment on whether it would seek to appeal any or all of the rulings.
Editor’s note: This story has been updated to reflect that the administration declined to comment.