Revolution Wind Might Be Okay — Even If Orsted Isn’t

The Danish offshore wind company Orsted was already in trouble. It was looking to raise about half of its market value in new cash because it couldn’t sell stakes in its existing projects. The market hated that idea, and the stock plunged almost 30% following the announcement of … | Continue reading


@heatmap.news | 10 months ago

When It Comes to EV Charging, Side Matters

You can drive your life away and never notice the little arrow on the dashboard — the one next to the fuel canister icon that points out which side of the car the gas cap is on. The arrow is a fun piece of everyday design that has inspired many a know-it-all friend or TikTok. But … | Continue reading


@heatmap.news | 10 months ago

Trump Yanks Revolution Wind Permits

Current conditions: The highest wave measured from Hurricane Erin was 45 feet by a buoy located 150 miles off North Carolina’s Cape Hetteras • Intense rainfall is flooding Rajasthan in India • Wildfires continue raging across North America and southern Europe. THE TOP FIVE 1. Tru … | Continue reading


@heatmap.news | 10 months ago

How Methane-Zapping Technology Could Finally Solve the Cow Burp Problem

In the world of climate and energy, “emissions” is often shorthand for carbon dioxide, the most abundant anthropogenic greenhouse gas in the world. Similarly, talk of emissions capture and removal usually centers on the growing swath of technologies that either prevent CO2 from e … | Continue reading


@heatmap.news | 11 months ago

Trump Tees Up Another Attack on Wind

Current conditions: Hurricane Erin’s riptides continue lashing the Atlantic Coast, bringing 15-foot waves to the eastern end of New York’s Long Island • In Colorado, the Derby fire tripled in size to more than 2,600 acres, prompting evacuations in the county north of the ski encl … | Continue reading


@heatmap.news | 11 months ago

How Developers Should Think of the New IRA Credit Rules

This week’s conversation is with Scott Cockerham, a partner with the law firm Latham and Watkins whose expertise I sought to help me best understand the Treasury Department’s recent guidance on the federal solar and wind tax credits. We focused on something you’ve probably been t … | Continue reading


@heatmap.news | 11 months ago

An Influential Anti-ESG Activist Targets A Wind Farm

1. Carroll County, Arkansas – The head of an influential national right-wing advocacy group is now targeting a wind project in Arkansas, seeking federal intervention to block something that looked like it would be built. Will Hild, executive director of Consumers’ Research, recen … | Continue reading


@heatmap.news | 11 months ago

Trump’s Permit Freeze Prompts Some Solar to Eye Exits

Donald Trump’s renewables permitting freeze is prompting solar companies to find an escape hatch from Nevada. As I previously reported, the Interior Department has all but halted new approvals for solar and wind projects on federal lands. It was entirely unclear how that would af … | Continue reading


@heatmap.news | 11 months ago

Trump Blamed Rising Electricity Prices on Renewables. It’s Not True.

Electricity prices are going up at about twice the rate of inflation. This is becoming a political problem for anyone currently in power, including President Donald Trump. “Any State that has built and relied on WINDMILLS and SOLAR for power are seeing RECORD BREAKING INCREASES I … | Continue reading


@heatmap.news | 11 months ago

New Jersey Democrat for Governor Pledges to Go Nuclear

Current conditions: Hurricane Erin is generating waves up to 6 feet high in North Carolina as the storm brings dangerous riptides up the East Coast • Heavy rainfall is causing deadly landslides and flooding in Senegal • Isesaki, northwest of Tokyo, is sweltering in temperatures a … | Continue reading


@heatmap.news | 11 months ago

How Electricity Got So Expensive

You’re not imagining things: Electricity prices are surging. Electricity rates, which have increased steadily since the pandemic, are now on a serious upward tear. Over the past 12 months, power prices have increased more than twice as fast as inflation, according to recent gover … | Continue reading


@heatmap.news | 11 months ago

‘Pain at the Plug’ Is Coming for Big EV Owners

As the cost to charge the Rivian R1S ticked up over $50, then $60, I couldn’t help but recall those “Pain at the Pump” segments from the local news. Perhaps you’ve seen the familiar clips where reporters camp out at the local filling station to interview locals fed up with high g … | Continue reading


@heatmap.news | 11 months ago

Trump Schedules an Offshore Oil Bonanza After Killing Wind

Current conditions: Hurricane Erin is lashing Virginia Beach with winds up to 80 miles per hour, the Mid-Atlantic with light rain, and New York City with deadly riptides • Europe’s wildfires have now burned more land than any blazes in two decades • Catastrophic floods have kille … | Continue reading


@heatmap.news | 11 months ago

Shift Key Summer School: What’s It Like to Run a Power Grid?

So far on Shift Key Summer School we’ve covered how electricity gets made and how it gets sold. But none of that matters without the grid, which is how that electricity gets to you, the consumer. Who actually keeps the grid running? And what decisions did they make an hour ago, a … | Continue reading


@heatmap.news | 11 months ago

Can Private Equity Give Minnesota Carbon-Free Electricity?

For almost as long as utilities have existed, they have attracted suspicion. They enjoy local monopolies over transmission (and, in some places, generation). They charge regulated prices for electricity and make their money through engaging in capital investments with a regulated … | Continue reading


@heatmap.news | 11 months ago

ChemFinity Raises $7 Million For Critical Mineral Recycling

Critical minerals are essential to the world’s most powerful clean energy technologies, from batteries and electric vehicles to power lines, wind turbines, and solar panels. But the vast majority of the U.S. mineral supply comes from countries such as China, putting supply chains … | Continue reading


@heatmap.news | 11 months ago

Trump’s Energy Chief Braces for Blame Over Price Hikes

Current conditions: Hurricane Erin’s winds strengthen to 160 miles per hour as the Category 4 storm barrels toward the U.S. East Coast • Temperatures have dropped 20 degrees Fahrenheit in the U.S. Northeast as cooler air and storms sweep in • The death toll in Spain’s wildfires r … | Continue reading


@heatmap.news | 11 months ago

Wildfires Have Crashed the East Coast’s Air Quality

It’s not just you: Summers are getting smokier. For the third year in a row, cities like Detroit, Minneapolis, Boston, and New York are experiencing dangerously polluted air for days at a time as smoke drifts into the U.S. from wildfires in Canada. Smoke has traveled to these pla … | Continue reading


@heatmap.news | 11 months ago

Trump Tightens Tax Credit Rules For Renewables

Current conditions: After briefly strengthening into a Category 5 storm, Hurricane Erin continues toward Puerto Rico as a Category 4 • China is reeling from flash floods that killed 10 in Inner Mongolia on Sunday • Spain is battling 20 major wildfires as blazes across Europe disp … | Continue reading


@heatmap.news | 11 months ago

Now We Decide the Future of U.S. Climate Policy

Today, the Inflation Reduction Act would have turned three years old — if it hadn’t been buried alive in a big, beautiful grave. While the IRA was a hodgepodge of programs salvaged from President Biden’s far more ambitious Build Back Better agenda, it still represented the bigges … | Continue reading


@heatmap.news | 11 months ago

New Treasury Guidance for Wind and Solar Tax Credits Could Have Been So Much Worse

The Trump administration issued new rules for the wind and solar tax credits on Friday, closing the loop on a question that has been giving developers anxiety since the One Big Beautiful Bill Act passed in early July. For decades, developers have been able to lock in tax credit e … | Continue reading


@heatmap.news | 11 months ago

Trump’s Fossil Fuel Plant Order Will Cost Billions

Current conditions: Tropical Storm Erin is still intensifying as it approaches the Caribbean • Rare August rainstorms are deluging the Pacific Northwest with a month’s worth of precipitation in 24 hours, threatening floods • Hong Kong has issued its highest-level “black” rainstor … | Continue reading


@heatmap.news | 11 months ago

Surprise! A Large Solar Farm Just Got Federal Approval

1. Lawrence County, Alabama – We now have a rare case of a large solar farm getting federal approval. The Tennessee Valley Authority last week quietly published its record of decision formally approving the 200-megawatt Hillsboro Solar project. The TVA – a quasi-federal independe … | Continue reading


@heatmap.news | 11 months ago

Permitting on Federal Land Has Long Been a Headache

This week’s conversation is with Elizabeth McCarthy of the Breakthrough Institute. Elizabeth was one of several researchers involved in a comprehensive review of a decade of energy project litigation – between 2013 and 2022 – under the National Environment Policy Act. Notably, th … | Continue reading


@heatmap.news | 11 months ago

‘Enhanced’ Reviews Await Power Lines Tied to Solar and Wind, BLM Says

The Bureau of Land Management says it will be heavily scrutinizing transmission lines if they are expressly necessary to bring solar or wind energy to the power grid. Since the beginning of July, I’ve been reporting out how the Trump administration has all but halted progress for … | Continue reading


@heatmap.news | 11 months ago

One Weird Trick to Build New Data Centers Without Breaking the Grid

Electricity prices are up by over 5% so far this year — more than twice the overall rate of inflation — while utilities have proposed $29 billion worth of rate hikes so far this year, compared to $12 billion last year, according to electricity policy research group PowerLines. At … | Continue reading


@heatmap.news | 11 months ago

One Weird Trick to Build New Data Centers Without Breaking the Grid

Electricity prices are up by over 5% so far this year — more than twice the overall rate of inflation — while utilities have proposed $29 billion worth of rate hikes so far this year, compared to $12 billion last year, according to electricity policy research group PowerLines. At … | Continue reading


@heatmap.news | 11 months ago

Trump Names a Democrat as FERC Chief

Current conditions: The Southeastern U.S. is facing flash floods through the end of Thursday • Temperatures in Fez, Morocco, are forecast to hit 108 degrees Fahrenheit • Wildfires continue to rage across southern Europe, sending what Spain’s environment minister called a “clear w … | Continue reading


@heatmap.news | 11 months ago

Trump Couldn’t Kill Biden’s EV Charging Program

President Trump has had it in for electric vehicle charging since day one. His January 20 executive order “Unleashing American Energy” singled out the $5 billion National Electric Vehicle Infrastructure program by name, directing the Department of Transportation to pause and revi … | Continue reading


@heatmap.news | 11 months ago

Energy Department Backs 11 Advanced Nuclear Projects

Current conditions: Hurricane Erin is making landfall in the Caribbean as the first major storm of the season, lashing islands with winds of up to 80 miles per hour and 7 inches of rain • More than 152 fires have broken out across Greece in the past 24 hours alone as Europe battl … | Continue reading


@heatmap.news | 11 months ago

Shift Key Summer School: How Do Power Markets Work?

Most electricity used in America today is sold on a wholesale power market. These markets are one of the most important institutions structuring the modern U.S. energy economy, but they’re also not very well understood, even in climate nerd circles. And after all: How would you e … | Continue reading


@heatmap.news | 11 months ago

The Infrastructure Investor Still Bullish on Renewables

The Inflation Reduction Act sparked a predictable surge in clean energy-related investments from the law’s signing in 2022 through the 2024 election, before President Trump’s second term ushered in an era of cancellations, closures, and downsizing. Of the domestic projects announ … | Continue reading


@heatmap.news | 11 months ago

Ford’s EV ‘Model T’ Moment

Current conditions: Hurricane Erin is gathering strength as it makes its way toward Puerto Rico later this week • Flash flooding and severe storms threaten the Great Plains and Midwest • In France, 12 administrative regions are on red alert for heat as temperatures surge past 95 … | Continue reading


@heatmap.news | 11 months ago

Ford’s Model T Moment Isn’t About the Car

In 2027, Ford says, it will deliver a $30,000 mid-size all-electric truck. That alone would be a breakthrough in a segment where EVs have struggled against high costs and lagging interest from buyers. But the company’s big announcement on Monday isn’t (just) about the truck. The … | Continue reading


@heatmap.news | 11 months ago

States Race to Help Renewables Beat the Tax Credit Clock

Trump’s One Big Beautiful Bill Act put new expiration dates on clean energy tax credits for business and consumers, raising the cost of climate action. Now some states are rushing to accelerate renewable energy projects and get as many underway as possible before the new deadline … | Continue reading


@heatmap.news | 11 months ago

How Tariffs and Trump Led to Orsted’s Big Stock Sale

Orsted is going to investors — including the Danish government — for money it can’t get for its wind projects, especially in the troubled U.S. offshore wind market. The Danish developer, which is majority owned by the Danish government, told investors on Monday that it would seek … | Continue reading


@heatmap.news | 11 months ago

Interior Department Targets Wind Developers Using Bird Protection Law

The Fish and Wildlife Service is sending letters to wind developers across the U.S. asking for volumes of records about eagle deaths, indicating an imminent crackdown on wind farms in the name of bird protection laws. The Service on Friday sent developers a request for records re … | Continue reading


@heatmap.news | 11 months ago

The U.S. Is Upending Plastics Treaty Talks

Current conditions: Firefighters have contained 78% of a brush fire that put tens of thousands of Los Angeles residents under evacuation order over the weekend • Tropical Storm Ivo continues its westward path away from Mexico, causing dangerous waves on the Pacific coast • Heavy … | Continue reading


@heatmap.news | 11 months ago

Donald Trump’s Backdoor Gasoline Tax

It hasn’t attracted much attention, but a document filed by the Trump administration last week admits to something important: The Trump administration believes that it is going to make gasoline more expensive for Americans. That disclosure came in a technical analysis filed by th … | Continue reading


@heatmap.news | 11 months ago

The Trump Administration Is Rewriting Published Climate Reports

Current conditions: U.S. government forecasters are projecting hurricane season to ramp up in the coming weeks, with as many as nine tropical storms forming in the Caribbean by November • Southern Arizona is facing temperatures of up to 114 degrees Fahrenheit • Northeast India is … | Continue reading


@heatmap.news | 11 months ago

The Only Path to Permitting Reform Runs Through Trump

How do you do a bipartisan permitting deal if the Republicans running the government don’t want to permit anything Democrats like? The typical model for a run at permitting reform is that a handful of Republicans and Democrats come together and draw up a plan that would benefit r … | Continue reading


@heatmap.news | 11 months ago

Trump Administration to ‘Reconsider’ Approval for MarWin

1. Sussex County, Delaware – The Trump administration has confirmed it will revisit permitting decisions for the MarWin offshore wind project off the coast of Maryland, potentially putting the proposal in jeopardy unless blue states and the courts intervene. Justice Department of … | Continue reading


@heatmap.news | 11 months ago

Should Renewable Energy Companies Sue Trump?

This week, since this edition of The Fight was so heavy, I tried something a little different: I interviewed one of my readers, Heiko Burow, an attorney with Baker & Mackenzie based in Dallas, Texas. Burow doesn’t work in energy specifically – he’s an intellectual property lawyer … | Continue reading


@heatmap.news | 11 months ago

Interior’s Renewables Attacks Snag Power Lines

I can now confirm the Trump administration’s recent attacks on renewables permitting appear to be impacting transmission projects, too. Over the past two weeks, the Interior Department has laid forth secretarial orders implementing a new regime for renewables permitting on federa … | Continue reading


@heatmap.news | 11 months ago

Another U.S. Nuclear Plant Is Slated for Resurrection

Current conditions: A potential tropical storm is barreling toward Georgia and the Carolina coast • The Northeastern U.S. is facing poor air quality due to Canadian wildfire smoke, with the air quality index surging past 135 in Binghamton, New York • South Africa is facing severe … | Continue reading


@heatmap.news | 11 months ago

The Nuclear Power Dealmaking Boom Is Real

Whichever way you cut it, this has been an absolute banner year for nuclear deals in the U.S. It doesn’t much matter the metric — the amount of venture funding flowing to nuclear startups, the number of announcements regarding planned reactor restarts and upgrades, gigawatts of n … | Continue reading


@heatmap.news | 11 months ago

U.S. Electricity Demand Surges to Back-to-Back Records

Current conditions: Flash flooding strikes the Southeastern U.S. • Monsoon rains unleash landslides in southern China • A heat dome is bringing temperatures of up to 107 degrees Fahrenheit to France, Italy, and the Balkans. THE TOP FIVE 1. The U.S. broke electricity demand record … | Continue reading


@heatmap.news | 11 months ago

Trump’s Move to Kill the Clean Air Act’s Climate Authority Forever

The Trump administration has formally declared that carbon dioxide and other greenhouse gases are not dangerous pollutants. If the president gets his way, then the Environmental Protection Agency may soon surrender any ability to regulate heat-trapping pollution from cars and tru … | Continue reading


@heatmap.news | 11 months ago