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Dozens of wind projects in Texas are in limbo after the U.S. Department of Defense paused issuing routine federal permits citing national security concerns, a move that experts say expands the Trump administration’s crusade against wind energy.

According to data collected by the American Clean Power Association, 54 Texas wind projects are waiting for the department to review development plans to ensure that turbines don’t interfere with military operations. It’s part of a broader nationwide logjam that has ensnared 165 onshore wind projects, a figure first reported by the Financial Times.

Read more in the Texas Tribune here.

Energy Secretary Chris Wright on Friday suggested that the Strait of Hormuz, which Iran has kept closed amid its ceasefire with the U.S., will reopen “sometime this summer at the latest.”

CNBC’s Brian Sullivan spoke with Wright at a new liquefied natural gas facility in Cameron, La., on “Squawk Box.” Wright said that the U.S. is “continuing to ramp up U.S. natural gas exports” with 2.5 billion cubic feet of gas export (bcf) capability being added a day despite having lost 10 bcf a day due to the “temporary interruption” of the Strait of Hormuz’s closure.

Read more in The Hill here.

large data center

Dive Brief:

  • The Department of Justice indicated Wednesday that it may intervene in a lawsuit filed by the NAACP against Elon Musk’s xAI and MZX Tech, its energy infrastructure and real estate subsidiary, alleging the companies are illegally operating a gas power plant in Southaven, Mississippi, to support a nearby data center.
  • The notice suggests that the government may intervene on behalf of xAI. “This case concerns the interpretation and application of the Clean Air Act, as well as other legal and policy questions as to which the United States has a substantial interest, including its priorities with respect to promotion of artificial intelligence,” Adam Gustafson, principal deputy assistant attorney general for the Environment and Natural Resources Division at DOJ, said Wednesday in a notice to the U.S. District Court for the Northern District of Mississippi. “It is the policy of the United States to sustain and enhance America’s global AI dominance.”

Read more in Utility Dive here.

This month, C3 Solutions Action signed on to a bipartisan coalition letter calling for steady, robust federal funding for energy research, development, and demonstration. Addressed to the leadership of the House and Senate Appropriations Committees, the letter highlights the United States’ long history of energy innovation and the importance of maintaining that leadership.

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Both parties face important decisions about the future of the U.S. energy sector. Concerns about affordability, rising electricity demand from AI and electrification, dependence on potentially adversarial countries for critical materials and addressing environmental challenges all point to areas where targeted government action may be warranted.

The trouble is that policymakers all too often identify a real problem and respond with policies that are overly broad, expensive, or prescriptive. Many climate policies fall into this category. Mandates, poorly designed subsidies, and attempts to force premature deployment of favored technologies can raise costs, distort markets, invite rent-seeking, and ultimately undermine the goals they are meant to advance. When government tries to dictate politically preferred outcomes rather than address clear market failures, it usually falls short and sticks taxpayers and consumers with the bill.

This does not mean that the government has no role, but it does mean that Congress should prioritize policy tools with a clear economic rationale and a demonstrated record of success. Public funding for energy research and development is one of those tools.

>>>READ: Energy Price Honesty

The basic case for federal R&D support is well established. While there is robust private sector R&D, markets tend to underinvest in research because individual firms cannot capture all the benefits of the knowledge they create. New discoveries often spill over to other companies, industries, and consumers. That is especially true in energy, where innovations can lower costs, improve reliability and reduce emissions.

However, not every federal grant or program is justified. Federal funding should be transparent and targeted to areas where public support is most warranted: basic research, early-stage technology development, and certain first-of-a-kind demonstrations, not mature technologies that should be able to compete in the marketplace. 

Unfortunately, today’s politics often inverts this logic. Too much support flows to politically preferred, more mature technologies with greater commercial potential, while higher-risk, earlier-stage research with the greatest potential social benefits receives less attention. The goal should be to identify where government can play a constructive role without crowding out private investment or distorting markets.

That should be the framework Congress applies as it considers funding for energy innovation. Well-designed, steady, and robust R&D support is one of the few genuinely targeted ways that government can help advance American competitiveness, improve affordability, and make real environmental progress.

Every spring, the West kicks into fire season mode. Fire agencies ramp up seasonal staffing, lawmakers propose designating fire preparedness weeks, and communities brace for months of smoky air and hazy skies. But as Justice Jones recently argued, “fire season” is becoming the wrong framing. This year, wildfire conditions began ramping up in March, which is months ahead of the traditional window. As of today, wildfires have burned nearly double the ten-year average acreage across the United States for this time of year.

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When wildfires are treated as a temporary, seasonal disruption rather than a continual, chronic risk, the default policy response is suppression. But a new analysis from PERC shows just how much that’s costing us. We are spending heavily on suppression because we spend too little on prevention. And the benefits of investing more in prevention pay off in lower taxpayer costs and healthier, more resilient forests and landscapes.

Each year, the United States spends between $394 and $893 billion in wildfire-related damages, including fire suppression costs, property damage and loss, health impacts, and disruption to communities, local economies, and ecosystems. Yet, as of 2024, the federal government spent just $649 million on hazardous fuels reduction.

The economics of wildfires in the United States are backward. And that started over a hundred years ago. For centuries, Indigenous communities practiced cultural burning with the knowledge that low-intensity fires are essential for reducing the risk of catastrophic wildfires and enhancing forest health. One tragic fire in 1910, the Big Burn, wreaked havoc across Montana and Idaho, killing over 80 people and charring 3 million acres of land. The Forest Service promptly formalized the “10 am rule,” which required that every wildfire be put out by 10 a.m. the morning after it was discovered. Since then, forests have become overrun with accumulated fuel, and we are still treating fire as something to extinguish rather than prevent. 

>>>READ: Policy Inaction Threatens the West’s Energy and Water Supplies

While researchers have long studied wildfire costs, most of that work has relied on computer simulations instead of real fire data. The new PERC report, carried out in conjunction with UC Davis, draws on nearly 300 wildfires across 11 western states. It looks at what happened when fires burned through land that had been treated and how that translated into real dollars saved and less severe fires.

In the Pacific Northwest, the researchers found that every dollar spent on fuel treatments in national forests saved the government between $5 and $6 in firefighting costs. Across the Western United States, each dollar spent on fuel treatments saved $3.73 in avoided property loss and health damage. Taken together, that’s $2.8 billion avoided on wildfire damages between 2017 and 2023. Fires that burned through previously treated areas covered 36 percent less total area and showed 26 percent lower rates of moderate to high severity.

Treatment size mattered greatly in effectiveness. Large-landscape scale projects, larger than 2,400 acres, were the most effective at preventing wildfire spread. Ironically, these projects are too often held up in permitting gridlock and are unable to deliver these vital results. 

There are a few bills on the table right now that would make a drastic difference. The Fix Our Forests Act would streamline environmental review for fuel treatments, reduce frivolous lawsuits that delay projects, and expand categorical exclusions for high-risk landscapes. The recently House-passed FIRE Act would end the penalty on prescribed burns and ensure states are not punished under Clean Air Act standards for carrying out fuel treatments. Eliminating the 10 a.m. rule, a century-old policy that treated every fire as an emergency to be extinguished, is a welcome step forward as well.

>>>READ: Fighting Fire with Federalism

The major environmental laws governing these projects, including NEPA, ESA, and the Clean Air Act, also need reform to account for the costs of inaction. A prescribed burn delayed in the name of protecting species often leaves that habitat far worse off than a controlled burn ever would have.

It’s also worth noting that an underfunded, understaffed Forest Service cannot treat land at the scale it needs, no matter how streamlined the permitting becomes. 

As Congress considers FY27 appropriations for the U.S. Forest Service and Department of Interior, the math is simple. Every dollar invested in fuel treatments returns several times over in avoided firefighting costs, healthier forests, and reduced community impact. Wildfire is no longer just a season. It is a chronic condition of the western landscape, and our policy should finally start treating it that way.

Shares of geothermal developer Fervo Energy soared in their public-market debut, a sign of investor appetite for energy companies as the U.S. faces record amounts of new power demand. 

Fervo’s stock climbed 35% to $36.54 from its $27 initial public offering price. It trades on the Nasdaq under the ticker FRVO.

The details

Houston-based Fervo uses technology pioneered by oil-and-gas drillers to frack rocks, create geothermal reservoirs and crank out electricity. The company is spending more than $2 billion in Utah to build what it expects to be the world’s largest enhanced geothermal project, expected to come online later this year. It has said it can help sate power-hungry data centers, electric vehicles and growing industries.

Read more in the Wall Street Journal here.

California just gave plastic producers until 2032 to make all their packaging recyclable or compostable — the most ambitious deadline in the country. Advocates say it doesn’t go far enough. Producers say it goes too far. At least one of them is threatening to sue.

The sweeping regulations, finalized at the start of the month, put producers in a bind that has no obvious solution. Plastic clamshell containers, for instance, protect berries from being crushed and keep them fresher, longer until they reach a refrigerator. Plastic producers say there’s simply no substitute — yet under the new rules, they’ll have to find one. 

Read more in AP News here.

The Department of Energy’s Hydrocarbons and Geothermal Energy Office (HGEO) is allocating $14 million to fund field-testing of next-generation geothermal technologies. According to an announcement on April 14, the Pennsylvania-based enhanced geothermal systems (EGS) pilot project will reuse existing oil and gas infrastructure to test the potential of geothermal energy in the eastern U.S., where resources are less accessible due to the region’s unfavorable geology. 

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While thermal resources are abundant in the Appalachian region, they are significantly harder to access than on the West Coast of the United States due to the challenging geological conditions and tricky terrain. To address that gap, the administration is turning to EGS.

EGS is a method of geothermal energy extraction that involves drilling deep into hot rock and injecting water to create fractures. Unlike traditional geothermal, which requires naturally occurring heat, water, and permeable rock, EGS creates these conditions artificially, allowing it to be deployed in a much wider range of locations. This makes it viable in regions previously unsuitable for geothermal development, such as the eastern United States, where the geology lacks the shallow, hot, and porous rock formations characteristic of the West Coast. By injecting water into hot rock to increase permeability, EGS effectively replicates the conditions needed to harness geothermal energy. This location flexibility enables the system to be deployed nationwide, thereby increasing overall geothermal energy generation.

EGS is also associated with little to no carbon emissions. According to the DOE, most geothermal energy facilities use closed-loop binary cycle systems which primarily release water vapor that is used for cooling as their only greenhouse gas.

>>>READ: This Clean Energy Company is On Track to Build the World’s First Superhot Geothermal Energy Plant

“The Department of Energy’s investments in enhanced geothermal systems represent a key advancement in our national energy strategy as we explore innovative ways to reach and use geothermal resources beyond what is currently possible,” Kyle Haustveit, Assistant Secretary of the Hydrocarbons and Geothermal Energy Office, said in the announcement. “As the first enhanced geothermal systems demonstration site located in the eastern United States, this project offers an important opportunity to assess the ability of such systems to deliver reliable, affordable geothermal electricity to Americans nationwide.”

Support for renewable energy sources is accelerating as the war in Iran highlights the need to achieve a secure, diversified domestic energy supply. Data from the Center for Research on Energy and Clear Air reveals how global fossil fuel-based power generation fell in the first month of the war, with renewable sources like solar and wind filling in and helping to offset the decline. 

With over one-fifth of global oil and natural gas exports disrupted due to the conflict, investment in renewables is shifting from a matter of sound climate policy to a critical security imperative. Investors are increasingly viewing renewables as a hedge against unpredictable supply disruptions, and the administration is too.

The Trump administration on Monday said it would repeal a Biden-era rule that allowed public lands to be leased for conservation purposes, abandoning an effort to protect millions of acres from both industrial development and the effects of climate change.

The rule, issued by the Bureau of Land Management, had prioritized the use of federal lands for conservation, recreation and renewable energy development. Since returning to office, though, President Trump has championed their use for oil and gas drilling, coal mining, logging and livestock grazing.

The regulation applied to roughly 245 million acres of public lands overseen by the bureau, which make up about one-tenth of the country. It did not apply to national parks, which are overseen by the National Park Service.

Read more in the New York Times here.

To remain competitive on the global stage, the United States needs more energy infrastructure, and we need it sooner than our current system allows. New data centers, a resurgence in American manufacturing and emerging technologies are critical for growth but demand more power. We need more generation and transmission, stronger supply chains and faster deployment of the projects that keep the economy growing, but there are overburdensome bureaucratic processes in place working against this important growth. 

Ongoing discussions about permitting reform in Washington continue, and it’s true that’s long overdue. However, one of the most pressing permitting issues is the judicial review process.  

Read more in RealClearEnergy here.

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