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The onslaught of demand growth related to data centers, manufacturing and electrification continues to be the overwhelming obsession of the U.S. electric power industry, regulators and lawmakers, and NetZero Insider reporters are swarming the story.


At a March 5 hearing before the House Energy and Commerce Committee, James Downing found bipartisan sniping over which party’s policies are to blame for current bottlenecks in expanding the grid to accommodate new generation. 


Downing was also at the Winter Policy Summit of the National Association of Regulatory Utility Commissioners, where Sen. Shelley Moore Capito (R-W.Va.), chair of the Senate Environment and Public Works Committee, said she still hopes to forge bipartisan compromise on a permitting reform bill that will help accelerate transmission buildout. 


Also on the conference beat, K Kaufmann sent in two stories from the American Council on Renewable Energy’s Policy Forum. 


In an on-stage conversation at the event, former Energy Secretary Ernest Moniz argued that the solar, wind and storage projects already in interconnection queues could provide the short-term answer to demand growth. But former EPA Administrator Andrew Wheeler warned that President Donald Trump could upend the current queues to get more baseload power — that is, natural gas — online as soon as possible, Kaufmann writes. 


Another panel of legal and policy experts tackled the U.S. Supreme Court’s overturning of Chevron deference and suggested that a close reading of the Loper Bright ruling provided significant wiggle room for courts to give due consideration ― if not blanket deference ― to federal agencies’ interpretation of vague of ambiguous statutes. 


New Jersey correspondent Hugh Morley reported on how the Garden State is approaching demand growth, trying to move ahead with its ambitious clean energy goals, while also keeping power reliable and affordable, amid PJM’s spiking capacity auction prices and PSEG’s plans for distribution and transmission buildout. 


The Trump freeze on clean energy funding remains a hot topic in our curated content. 


Pv magazine has the story on EPA’s release of $7 billion in federal dollars for the Solar for All program, which largely funds solar projects benefiting low-income, disadvantaged and rural communities. 


But EPA Administrator Lee Zeldin continues his efforts to claw back $20 billion in Greenhouse Gas Reduction Fund grants already obligated to nonprofit community development “green banks” for a range of clean energy projects. 


The FBI has launched an investigation of the funding, triggering at least one resignation of a federal prosecutor who refused to pursue the case, The Washington Post reports. Efforts by interim U.S. Attorney Ed Martin to seize the funds were rejected by a D.C. magistrate, who found no reasonable evidence that a crime had occurred.  


E+E Leader digs into Trump’s rollback of clean energy funding and policies, showing how they align point-for-point with the energy policy blueprint laid out in the Heritage Foundation’s Project 2025. 


In an interview with Yale Environment 360, climate activist Bill McKibben says that a bit of despair is justified over Trump’s attack on climate science and clean energy. But McKibben cautions that as the U.S. abdicates global leadership on climate, China will rise to fill the gap, and he says that while Trump can slow the clean energy transition, he can’t stop it. 


Read on for this week’s Intelligence Report: 


Jump To

Equity & Economics
Finance & Investing
Impact & Adaptation
Policy & Politics

 
 

Equity & Economics

Environmental Justice

U.S.

How the data center boom could harm Black communities

Pollution resulting from America's ravenous digital demands falls disproportionately on the shoulders of Black households. Canary Media


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Finance & Investing

Finance & Investing

International

Hedge Fund Built on Energy Bets Says 'Clean Is Dead for Now'

Less than a year after launching a hedge fund dedicated to the green energy transition, Kanou Capital's founder says there's currently no financial gain to be had from investing in renewable power. Financial Post


International

Renewable energy project acquisitions continue to slow

Under a "higher for longer" interest rate environment, renewable energy project M&A have shifted away from the "scattershot" approach of a formerly cheap capital environment to a more cautious approach, said a report from LevelTen Energy. pv magazine


Pennsylvania

Trump administration restores Pennsylvania enviro funding

The state had sued to recover $2.1 billion in funds for solar grants, mine and orphan well cleanup, and pollution reduction. Greenwire


U.S.

DOT shutters information hub for climate funding

The Climate Change Center provided technical assistance that helped state and local governments bring in $13 billion from the bipartisan infrastructure law. Climatewire


U.S.

EPA $20B funding freeze leaves 'green bank' nonprofits unable to pay bills

The Climate United Fund, which received a $6.97 billion Greenhouse Gas Reduction Fund grant, will soon be unable to make payroll or disburse funding to its borrowers, a spokesperson said. Utility Dive


U.S.

EPA unfreezes $7 billion Solar for All grant program

The announcement comes after the EPA instantly froze the funds last month. pv magazine


U.S.

FBI investigating Trump EPA claims of fraud in $20B Biden climate grant fund

While career prosecutors in two U.S. attorney offices and a U.S. judge balked at a court-ordered freeze, Citibank has locked down billions without explanation. The Washington Post


U.S.

Revealed: How Wall Street Is Making Millions Betting Against Green Laws

Guardian analysis finds fossil-fuel and mining firms have won $92bn of public money from states, with a growing number of cases backed by financial speculators. The Guardian


U.S.

Tariffs risk raising costs of power infrastructure

President Donald Trump's trade wars could make building everything from power plants to pipelines more expensive. Energywire


U.S.

Trump's clean energy freeze begins to thaw -- for some

City and state leaders say they can access funding for electric school buses and other projects again, though others remain locked out. Canary Media


U.S.

Trump's energy secretary pushed legal attack on green investing

Former fracking company CEO Chris Wright played a key role in efforts to roll back workers' choices in socially conscious ESG investing. Grist


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Impact & Adaptation

Impact & Adaptation

U.S.

The surprising way conservative states are responding to climate change

As disasters multiply and insurers flee risky areas, grant programs to help residents protect their homes are expanding across the nation. The Washington Post


Wildfires

California

LA wildfires turned an ordinary research mission into something more

As smoke billowed over the Pacific Ocean, scientists working offshore sprang into action. Climatewire


U.S.

Fires are burning throughout US -- here's where there's greater risk

As wildfires burn across Texas and the Carolinas, large swaths of the U.S. -- including much of the Southeast and Southwest -- will have an above-normal risk of wildfire in the coming months. The Washington Post


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Policy & Politics

Policy & Politics

International

'Like a virus': Corruption has infected the fight against climate change

Study shows bribery, theft, and conflicts of interest hinder climate progress and incite violence against Indigenous land defenders. Grist


International

Big banks abandoned a voluntary climate alliance. Now, critics are calling for new laws.

Environmental groups say state and international policymakers must step up to stop fossil fuel financing. Grist


International

OPINION: BP dropping its green ambitions is a travesty. But that's exactly how capitalism works.

Companies will never solve the climate emergency alone; the impetus for change needs to come from government, writes Brett Christophers, author of The Price is Wrong: Why Capitalism Won't Save the Planet The Guardian


International

Utilities Underestimate Future Demand, Devalue Efficiency in Net-Zero Planning, Report Warns

Limited coordination with gas utilities, low estimates of future power demand, and a failure to put demand-side resources on a par with new supply are all impeding Canada's electric utilities from preparing for a net-zero future, Efficiency Canada warns in a scathing new analysis released this week. The Energy Mix


New York

New York judge declares the state's renewable tax law unconstitutional

The ruling invalidating the state's property tax assessment calculation for renewable energy could upend wind and solar development in New York. Energywire


U.S.

'Full on Fight Club': How Trump Is Crushing US Climate Policy

President Trump has quickly transformed America's approach to the environment, withholding funds and stretching the limits of presidential power. The New York Times


U.S.

Bill McKibben on Climate Activism in the Age of Trump 2.0

In an interview with e360, the climate activist talks about rethinking the role of protest, the global push on clean energy, and why he sees reason for hope. Yale Environment 360


U.S.

How Trump's trade war could impact US electricity prices -- and state climate plans

Northern states are depending on imported Canadian hydropower to clean up their grids. What happens now? Grist


U.S.

Project 2025 in Action: Trump's Plan to Reshape US Energy Policy

This initiative, developed by conservative organizations, serves as a blueprint for restructuring federal agencies to prioritize energy independence, deregulation, and economic growth. Environment + Energy Leader


U.S.

Trump official who tried to downplay major climate report now will oversee it

Stuart Levenbach, who previously served as NOAA's chief of staff, will join the new administration as an energy official at the Office of Management and Budget. Climatewire


U.S.

Trump's energy agenda to encounter roadblocks, Wood Mackenzie says

Wood Mackenzie's report explores the progress made against renewable power targets and the implications of Trump 2.0. pv magazine


U.S.

Wells Fargo Drops Targets Slammed by US Energy Secretary Wright

On Friday, the bank released a statement announcing it was "discontinuing sector-specific 2030 interim financed emissions targets" as well as its "goal to achieve net zero by 2050 for financed emissions." Bloomberg


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