Welcome to NetZero Insider’s latest Resources Intelligence Report.
James Downing breaks down a new analysis by the National Electric Manufacturers Association projecting U.S. electrical demand will grow 50% in the next quarter century. Data centers are expected to account for much of that growth at first, NEMA said, with transportation gradually accounting for a greater share in subsequent years.
In California, David Krause has the details on a report about generating energy through tides and waves along the state’s shore. The California Energy Commission concludes, however, that despite its considerable length, the coastline holds only modest potential, and that the most promising sites are well away from populated areas.
We also have our regular collection of coverage gleaned from other sources:
All this and much more is gathered in this week’s Intelligence Report.
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Texas
The US EPA announced Monday that it has issued permits for three carbon injection wells related to a Texas project that is slated to become one of the largest direct air capture (DAC) facilities in the world. Carbon Pulse
U.S.
Rescinding funding for the projects would represent a major blow to promising new carbon-emission cutting technologies that rely heavily on government support because most traditional private sector investors consider them too risky. Reuters
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Maryland
Solar Landscape completed 6.6 MW of community solar projects that are part of a 57 project development plan. pv magazine
U.S.
Unlike large-scale generation projects that can take a decade or more to build, community solar projects are typically online in 12 to 18 months, powered by private capital, built in the communities they serve, and designed to use existing distribution infrastructure, including farmland, rooftops, and underused industrial sites. Renewable Energy World
U.S.
A 5 MW community solar installation brings an average $14 million of economic activity into the local community and supports 100 jobs, according to a report by the Coalition for Community Solar Access. pv magazine
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Connecticut
Eight states are now pursuing bidirectional, vehicle-to-grid charging of electric vehicles, which can help balance renewable generation. pv magazine
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U.S.
Colonial Pipeline operates one of the most important fuel conduits in the U.S., hauling more than 100 million gallons of fuel a day. Energywire
U.S.
Fossil fuels accounted for less than 50% of the U.S. power mix for the first month on record in March, according to energy think tank Ember on Friday, driven by a near-quarter rise in wind and solar power generation. Reuters
U.S.
House Resolution 290, introduced April 2 by U.S. Reps. Julie Fedorchak (R-ND) and Laurel Lee (R-FL), also would recognize that lacking dependable replacements for such baseload power sources would put the nation at risk of energy shortages, higher costs, and weakened security. Daily Energy Insider
U.S.
Propane inventories remained above the previous five-year (2020-24) average for most of this past heating season, and propane was well stocked heading into winter at 98 million barrels. Energy Information Administration
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U.S.
This country has the potential to unlock one of the most powerful and reliable sources of energy at our disposal: heat from the Earth itself. The Hill
U.S.
Little of America's energy comes from geothermal sources, but that could change quickly. The Atlantic
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International
The test is part of Honda's vision to support life on the Moon and elsewhere in space using regenerative fuel cell technology that continuously produces hydrogen, oxygen, and electricity. The Verge
International
Diplomatic message from White House to International Maritime Organisation opposes any economic measure to push shipping to decarbonise. Hydrogen Insight
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Arkansas
Both companies aim to extract lithium from subterranean brines through a process called direct lithium extraction. Magnolia Reporter
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International
Asian countries promise more LNG purchases from America to get out of tariffs Bloomberg
International
TC Energy CEO says Canada can become Asia's largest LNG supplier to offset impacts of trade war with USA. The Globe and Mail
International
Chinese buyers of US LNG cargoes are reselling them on the market to avoid Trump's tariffs Reuters
International
European Union weighs buying more natural gas in deal with Trump to avoid tariffs Financial Times
Louisiana
FERC granted request from Venture to replace equipment at Calcasieu Pass, which had impacted its ability to ship gas for years and led to litigation Natural Gas Intelligence
U.S.
The administration is fast-tracking export permits for LNG terminals, but the effort is hamstrung by rising costs, labor issues and difficulty locking in customers. Energywire
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U.S.
Decentralized solutions like microgrids offer resilience against grid failures and natural disasters--a crucial consideration in states like California that are prone to wildfires and earthquakes. pv magazine
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International
Global carbon emissions from the aluminium industry will rise by nearly 50% by mid-century unless it adopts cleaner energy sources, an energy agency warned Friday. Carbon Pulse
International
China produces a majority of these rare earth materials -- and experts say that the U.S. is years away from building its own supply chain. TIME
International
Inside the little-understood fight between deep sea miners and Indigenous advocates for the ocean. Grist
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International
Norweigian oil and gas firm is combining its three electric businesses to capitalize on growing power demand around the world Reuters
International
A key export market for US natural gas (via pipelines), Mexico is considering an increase in fracking to boost its own supplies due to Trump's trade policies Financial Times
Pennsylvania
The company founded by Energy Secretary Wright is offering modular 25 MW generation blocks that burn gas to support data centers. Could be combined to serve 1,000 MW of demand. Utility Dive
Tennessee
FERC approves Enbridge natural gas pipeline that TVA will use to fuel at 1,500 MW gas plant outside of Knoxville E&E News
Texas
The new Texas experiment to fund new natural gas power plants with $5 billion in public loans is faltering as several of the proposed facilities have dropped out, threatening the state's efforts to meet growing electricity demand. Energy & Capital
Texas
New natural gas plant outside of Austin was meant to help replace a closed Alcoa smelter and coal plant, but plans shifted and it has moved to a different county Yahoo
U.S.
Normal low spring demand combines with international trade uncertainty to bring down natural gas futures prices Natural Gas Intelligence
U.S.
Trump EO to save/bring back coal cannot get around cheap gas and is too late for a major plant in Arizona at least. Heatmap
U.S.
Trump wants a pipeline to bring Marcellus shale gas from Pa. to New York, but the project faces significant local opposition and could still fail Barron's
U.S.
Wait times for the hulking turbines needed to turn natural gas into electricity have doubled in the past year as companies scramble to build data centers for A.I. The New York Times
U.S.
A look into how Trump's trade wars are conflicting with his goals to boost natural gas exports Politico
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California
The AI currently helps staff search millions of pages of technical documents, aiming to improve efficiency. GV Wire
International
The Canadian Nuclear Safety Commission granted the license to Ontario Power Generation for its Darlington New Nuclear Project. OPG has said it will finish building the first 327-megawatt reactor by the end of 2028. The Globe and Mail
International
Without major new investment in uranium exploration and mining, supply may not keep up with demand. Mining
Louisiana
The state will join Texas, Utah and energy company Last Energy in challenging the Nuclear Regulatory Commission's "utilization facility rule," a licensing requirement that applies uniformly to all nuclear reactors, regardless of size or risk profile. Yahoo
U.S.
Fourteen years after the Fukushima disaster, nuclear power is being rebranded as a climate savior, and fission is in fashion. The New Yorker
U.S.
The long-standing U.S. scientific board had been created to bring more expertise to the challenge of radioactive waste. POLITICO
U.S.
The nuclear revolution the United States needs will require breaking free from outdated regulations and empowering market-driven innovation to lead the energy future. The National Interest
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International
Havfram is a Norwegian offshore wind infrastructure company focused on providing transport and installation to the offshore wind sector. Offshore Engineer
International
Macquarie engaged advisers last year to find a buyer for Corio Generation, which oversees a 25 gigawatt pipeline of offshore wind projects spanning Europe, Asia-Pacific, and the Americas Reuters
International
Average lead times for specialist offshore wind turbine vessels could stretch beyond 3.5 years, study suggests Recharge
New York
Empire Wind 1, located off the coast of New York City, is the first U.S. project to start at-sea wind turbine construction under Trump 2.0. Canary Media
U.S.
"I think we're not likely to see much in terms of an increase in offshore wind in the U.S. during the Trump administration," said Morningstar DBRS Vice President Kevin Beicke. Utility Dive
U.S.
Recently, some analysts have warned that projects already under construction may not be safe from attacks by the Trump administration. Offshore Engineer
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International
Crude prices climbed back above $60 a barrel as investors breathed a sigh of relief. The New York Times
International
President Trump's tariff polices have sent oil prices falling, which may push energy companies to reconsider their plans to drill. The New York Times
U.S.
Eager to stay in Mr. Trump's good graces, oil executives refrain from publicly criticizing the president. But privately, 'Everybody's afraid.' The New York Times
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Arkansas
The bill would give county and city governments additional ability to regulate new wind projects while also establishing minimum state standards for new construction of turbines. Arkansas
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Michigan
Public Act 233, which allows developers to directly petition the state for construction of utility-scale solar and wind projects, is drawing backlash from townships. Inside Climate News
U.S.
Electricity demand in the U.S. is projected to increase 50% over the next 25 years, according to a new study conducted by PA Consulting and released by the National Electrical Manufacturers Association (NEMA). Renewable Energy World
U.S.
Worse, reliable capacity is being replaced by renewable power that is mostly a dangerous mirage, writes Mario Loyola, a professor at Florida International University and a senior fellow at the Heritage Foundation. The Hill
U.S.
Grid batteries, a rapidly growing technology tied to many solar projects, face a roughly 65 percent tariff. Energywire
U.S.
For the most part, tariffs clearly work against decarbonization: Renewable energy and utility-scale energy storage projects in the US are highly dependent on imported parts from Vietnam and other countries that now face steep tariffs, which will raise construction costs at a time when these projects' upfront spending requirements were already one of their main bottlenecks. Semafor
U.S.
Wind, solar, EVs, data centers and even fossil fuels are likely to struggle if the new levies hold. Canary Media
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Kentucky
In this article, we are reporting the results of three customers that were located in the direct path of the storm and had solar energy systems that took direct impact from the hail. Solar Power World
U.S.
"It's a changed world in the renewables space," said Stefan Reisinger, partner, Norton Rose Fulbright. pv magazine
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U.S.
In Texas and beyond, legislation to kneecap renewables is catching on -- although some rural GOP lawmakers still tout the industry's benefits for their constituents. Canary Media
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California
The Golden State is deploying energy storage at an exponential pace, doubling capacity every 1.2 years according to a California physicist. This raises a critical question for the state's renewable future: what happens next? pv magazine
California
State workers reviewing the more than $1.5 billion, 500-megawatt Willow Rock Energy Storage Center asked this week for additional time to assess the project, which nevertheless remains on track for a final decision by the California Energy Commission later this year. Bakersfield.com
California
Energy Vault is building the project, which will provide the California city of Calistoga with an alternate power source in the event of a public safety power shutdown when PG&E service is offline. Solar Power World
Texas
The Texas startup wants to become the fastest battery installer in ERCOT by this summer. It will use the new funds to build a factory and expand into other states, too. Canary Media
U.S.
Improving compensation for energy storage can improve grid reliability and save customers money, says a clean power trade group. pv magazine
U.S.
Environmental assessments from real-world BESS fire incidents do not support claims of widespread contamination, according to a report prepared by The Fire & Risk Alliance for the American Clean Power (ACP) Association. Renewable Energy World
U.S.
Analysts say the trade war will pile costs onto the fast-growing US energy storage industry -- and slow it down. Financial Post
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New York
The 500 MW Cider Solar project received the first permit of its kind issued by the New York Office of Renewable Energy Siting and Transmission. pv magazine
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Maryland
The move to repeal waste-to-energy from the state's Renewable Energy Portfolio Standard was tucked into a broader energy package. It could cost operators like Win Waste millions in lost subsidies. Waste Dive
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International
Operations chief Carina Brehm says her company knows how to deal with crisis, and wind sector should take up challenge to become more productive. Recharge
International
Global Wind Energy Council calls for co-ordinated trade policies. reNews
U.S.
Wood Mackenzie expects the United States to install 45.1 gigawatts of wind, both onshore and offshore, through 2029. It had originally forecast installations of 75.8 GW over that period, the firm said in a statement. Baird Maritime
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