Latest / Factor This / This Week in Cleantech (11/6/2026) - What does the blue wave mean for clean energy?
Transcript
- 0:15SPEAKER_03: It's a weird day to listen to this week in Clean Tech.
- 0:18SPEAKER_03: Mike Acey has got some last day of school energy following the midterm elections, and I'm sure you're gonna feel it in his voice the second you hear him pipe in.
- 0:28SPEAKER_03: But while I've still got the platform, welcome to our 15-minute-ish roundup of the biggest stories in climate and clean energy each week.
- 0:36SPEAKER_03: We appreciate you.
- 0:37SPEAKER_03: Today's Friday, November 6, 2026.
- 0:40SPEAKER_03: We got a returning guest in waiting, Kelsey Tamborino from Politico, will be putting up with us shortly.
- 0:46SPEAKER_03: I'm Factor this content director, Paul Gurky, joined as always by Clean Tech commentator Mike Casey of TigerCom.
- 0:52SPEAKER_03: Mike, I don't have to ask, How are you doing today?
- 0:56SPEAKER_03: If the people are watching the video version that could see it on your grill.
- 1:00SPEAKER_01: My friend, if I was doing it, better be a sin.
- 1:03SPEAKER_01: But listen, hey, you have something?
- 1:05SPEAKER_01: Do you know that that uh my sources, my well-placed sources in Politico told me they have 55-0 people who cover energy?
- 1:13SPEAKER_01: You didn't know that, did you?
- 1:14SPEAKER_01: That's I did staggering.
- 1:15SPEAKER_01: That is some that's some badass shit right there.
- 1:17SPEAKER_03: It merits it.
- 1:19SPEAKER_01: All right, hey, I'm well.
- 1:20SPEAKER_01: I want to give two listeners shout outs.
- 1:21SPEAKER_01: The first to Mad River Associates partner, Jay Holman, who uh whose partner described him as, quote, a big fan.
- 1:28SPEAKER_01: And we want to give a massive listener shout out to Tom Matsy, who has agreed to join us.
- 1:33SPEAKER_01: Uh Tom is the tip of the spear for our industry as the head of the Investment Tomorrow Coalition.
- 1:37SPEAKER_01: He's also a friend of mine, but um he racked up a string of victories this cycle so big we had to have him on the show to offer our congratulations and offer big thanks for his industry leadership.
- 1:48SPEAKER_01: Tom, great to celebrate with you Tuesday night.
- 1:50SPEAKER_01: How big a win was this, my friend?
- 1:53SPEAKER_02: Uh I mean it's a massive win.
- 1:55SPEAKER_02: I think it's a repudiation of the uh you know Trump energy policy that's been driving the affordability crisis in the United States.
- 2:02SPEAKER_02: And you know, it's real simple math from my perspective.
- 2:05SPEAKER_02: Trump comes in, hundreds of power plant projects are canceled or stalled or paused, prices go up, consumers are furious, and they throw people out of office.
- 2:16SPEAKER_02: And uh it should be a warning that fast action is needed now that uh we're gonna have a new government in place and everyone needs to work together or the voters are gonna have to remember again in 28.
- 2:27SPEAKER_01: Lauren Boebert, Congressman from Colorado, is she a future former or will Congressman beetle Congresswoman Beetlejuice be returning to public service?
- 2:35SPEAKER_01: What's your prediction?
- 2:37SPEAKER_02: We are moments away from hearing that Lauren Boebert has lost and that she's expected to concede any minute now.
- 2:44SPEAKER_02: Uh there's not there's the number of votes outstanding to be counted is basically the same as the gap uh between her and her opponent now.
- 2:53SPEAKER_02: And so everything's done except the crying.
- 2:56SPEAKER_02: And uh we will have defeated Lauren Boebert.
- 3:00SPEAKER_01: I'm I'm gonna start crying myself.
- 3:02SPEAKER_01: Paul, you better take it back here.
- 3:03SPEAKER_01: But hey, Tom, we want to thank you for coming on.
- 3:06SPEAKER_01: Great work by you, Chris Larson, Howard Wenger, Dan Sugar, and others who really got this thing off the ground.
- 3:14SPEAKER_01: Massive leadership, massive props to you.
- 3:16SPEAKER_01: Thanks for coming on.
- 3:16SPEAKER_01: Thanks for stopping by the show, man.
- 3:18SPEAKER_01: Appreciate it.
- 3:19SPEAKER_01: Yeah, happy to be here.
- 3:20SPEAKER_03: We always appreciate hearing from the viewers and the listeners.
- 3:22SPEAKER_03: You just have to say nice things about us, and we'll find a way to put you on the program one way or another.
- 3:27SPEAKER_03: It's quite that simple.
- 3:28SPEAKER_03: If you have a story you'd like to see covered, you could email that to us too.
- 3:31SPEAKER_03: Uh, we've got an address for the show, TWIC Twick at tigercom.
- 3:35SPEAKER_03: That's with twoms.us.
- 3:38SPEAKER_03: Uh, as always, Mike, we've got five stories ready to roll.
- 3:41SPEAKER_03: What's the first one we're covering this week?
- 3:42SPEAKER_01: Sarah Herschander from Vox, how the biggest renewable energy project in U.S.
- 3:47SPEAKER_01: history finally got built.
- 3:48SPEAKER_03: Paul Gherky.
- 3:49SPEAKER_03: This one's about the Sun Zia wind and transmission project.
- 3:53SPEAKER_03: I'm sure you've heard about it if you uh live in this space.
- 3:55SPEAKER_03: It came online this June.
- 3:57SPEAKER_03: It's the largest clean energy project in U.S.
- 3:59SPEAKER_03: history, as Mike told you.
- 4:00SPEAKER_03: It's got more than 900 wind turbines out in central New Mexico.
- 4:04SPEAKER_03: It's about as tall as the Statue of Liberty and spread uh over an area about the size of Chicago.
- 4:09SPEAKER_03: The project's developer, Pattern Energy, says it's going to prevent 9 million metric tons of CO2 pollution in its first year.
- 4:16SPEAKER_03: Those turbines feed a 550-mile-long transmission line that stretches across the southwest and now powers more than one million homes as far away as California.
- 4:26SPEAKER_03: That was the real endeavor out there, Mike.
- 4:28SPEAKER_03: That wind farm generates more electricity than the Hoover Dam.
- 4:31SPEAKER_03: New Mexico's wind tends to pick up after the sun goes down, so uh it fills in right when California's solar starts to drop off, which is great for the Western markets they're developing out there.
- 4:40SPEAKER_03: Sunzia broke a bunch of records for wind power in California's energy supply as soon as it fired up.
- 4:46SPEAKER_03: Mike, your thoughts on this piece?
- 4:48SPEAKER_01: Well, first, hard things are hard.
- 4:49SPEAKER_01: And uh big congrats to Hunter Armistead and his team at Pattern Energy.
- 4:52SPEAKER_01: It's been a long time coming.
- 4:54SPEAKER_01: This thing was first proposed in 2006.
- 4:56SPEAKER_01: Yes.
- 4:57SPEAKER_01: It's been 17 years without breaking ground through five presidential administrations, an ownership change, a major reroute, and a standoff with the White Sands Missile Range.
- 5:06SPEAKER_01: State regulators rejected the transmission route in 2018, partly over the risk to migratory birds in one of the current country's busiest flyways when Pattern took it over.
- 5:16SPEAKER_01: Um it worked with the Ottoman Society.
- 5:18SPEAKER_01: They moved the lines north, they ran them alongside existing infrastructure and added bird diverters.
- 5:23SPEAKER_01: And the state regulators approved the project unanimously in 2022.
- 5:28SPEAKER_01: Uh, it became a poster child for permitting reform.
- 5:31SPEAKER_01: And uh New Mexico's U.S.
- 5:32SPEAKER_01: Senator Martin Heimberg has cited it as a reason he's co-sponsoring the Senate's new permitting plan.
- 5:38SPEAKER_01: Um Hunter says the big problem was there wasn't enough demand for the power back then, and now U.S.
- 5:42SPEAKER_01: electricity demand is projected to rise 25% by the end of the decade, and the project lined up$11 billion in financing.
- 5:51SPEAKER_01: Paul, story number two.
- 5:52SPEAKER_01: You say bird diverters?
- 5:54SPEAKER_03: Wasn't that the name of your band in college?
- 5:57SPEAKER_03: Story number two.
- 5:58SPEAKER_01: Michael Perone wants us to finish under 20 minutes.
- 6:00SPEAKER_01: Get to story number two.
- 6:02SPEAKER_01: Let's go.
- 6:02SPEAKER_03: Second story this week Hiroki Tabuchi from the New York Times titled Old Polluting Jet Engines Are Being Scavenged to Power Data Centers.
- 6:09SPEAKER_03: I've heard about this, Mike.
- 6:10SPEAKER_03: Well, what's the deal?
- 6:12SPEAKER_01: Well, we've heard a lot from past guests about how um hyperscale is a scrambling to get power for data centers anyhow, anyway.
- 6:19SPEAKER_01: And when we saw the story, it seemed to be the embodiment of what they've been talking about.
- 6:22SPEAKER_01: So out in the Arizona Desert, there are boneyards where thousands of retired planes sit parked nose to tail.
- 6:29SPEAKER_01: Their engines are now being pulled out and turned into generators for paw for data centers.
- 6:33SPEAKER_01: Do you want to know how to convert one of these?
- 6:35SPEAKER_01: So here's the directions.
- 6:36SPEAKER_01: Tell me, Dr.
- 6:37SPEAKER_01: Frankenstein.
- 6:38SPEAKER_01: First, remove the outer shell and the big front fan.
- 6:42SPEAKER_03: Second, remove modify spooky.
- 6:43SPEAKER_03: I like where this is going.
- 6:44SPEAKER_03: We should have done this for the Halloween show.
- 6:46SPEAKER_03: Anyway.
- 6:46SPEAKER_01: Second, modify the engine to burn natural gas.
- 6:48SPEAKER_01: Third, connect the net the central shaft to a gearbox and generator.
- 6:52SPEAKER_01: A single pro energy unit produces 50 megawatts, enough to power about 15,000 homes.
- 6:58SPEAKER_01: Here is the big draw it's speed.
- 7:01SPEAKER_01: Grid connections and new turbines can take years.
- 7:03SPEAKER_01: But with converted jet engines, a data center can be running in about 24 hours.
- 7:08SPEAKER_01: One analyst says developers just want power as fast as they can get it, whatever the cost or efficiency.
- 7:13SPEAKER_01: You know, they could just power these lines with solar and long duration storage.
- 7:17SPEAKER_01: Just saying, Paul Kirky.
- 7:19SPEAKER_03: Yeah, and that's probably the smarter move, Mike Casey.
- 7:22SPEAKER_03: Uh the problem is that these things weren't built to be used for power plants, so they're dirty and they're noisy.
- 7:27SPEAKER_03: We talked to Molly Taft back in May about XAI piling up gas turbines in Mississippi.
- 7:32SPEAKER_03: It turns out eight of them are actually these converted jet engines.
- 7:34SPEAKER_03: Their permits let them emit carbon monoxide at twice the rate of other turbines on site.
- 7:38SPEAKER_03: So more than 100,000 people live within five miles of those data centers, and they're exposed to that as a result of this.
- 7:45SPEAKER_03: The Trump administration uh sided with XAI in court, arguing citizens' groups should not be allowed to bring environmental lawsuits, and that this one threatens national security, undermining the global AI dominance.
- 7:58SPEAKER_03: Moving on, story three.
- 8:03SPEAKER_01: That was a long sigh, my friend.
- 8:05SPEAKER_01: I was a segue, brother.
- 8:06SPEAKER_01: That's what that was.
- 8:08SPEAKER_01: Jeff Young, Latitude Media.
- 8:09SPEAKER_01: Does it matter that OpenAI is aiming to protect the grid?
- 8:13SPEAKER_01: Mr.
- 8:13SPEAKER_01: Gherky, doesn't matter?
- 8:15SPEAKER_03: Well, this is way too complex to hammer out in a couple of minutes here, but OAI announced a new grid protection program this week.
- 8:20SPEAKER_03: It says it's going to work with utilities and regulators to cut data center power use when the grid is strained.
- 8:25SPEAKER_03: So that the flexible interconnection silver bullet we're always talking about.
- 8:29SPEAKER_03: This comes as OpenAI starts building its own data centers instead of relying mostly on other developers.
- 8:35SPEAKER_03: The first uh Project Camellia near Savannah, Georgia, has a deal with Georgia Power.
- 8:39SPEAKER_03: 3.2 gigawatts.
- 8:41SPEAKER_03: Operation is supposed to start in phases in 2028.
- 8:44SPEAKER_03: It's got a 25-year deal, and that allows Georgia Power to uh dial back what it sends to the facility, creating up to a gigawatt of flexible demand response.
- 8:54SPEAKER_03: And that's massive, especially when you're talking about uh what they're gonna need to run that place.
- 8:58SPEAKER_03: Georgia Power calls it one of the largest single facility commitments of any kind in the country.
- 9:02SPEAKER_03: I believe that.
- 9:03SPEAKER_03: Those are staggering numbers.
- 9:04SPEAKER_03: OpenAI says it will be the model for its future data centers as well.
- 9:09SPEAKER_03: This is a step in the right direction, Mike.
- 9:12SPEAKER_03: Uh, your opinion?
- 9:13SPEAKER_01: Uh to be clear, this is a non-binding pledge, and the idea isn't it?
- 9:17SPEAKER_01: My favorite kind of pledges.
- 9:18SPEAKER_01: The utility trade group EEI says these flexibility agreements are becoming more common for data centers.
- 9:24SPEAKER_01: So in September, Google, NVIDIA, and Emerald AI formed an alliance pushing for policies that promote this kind of flexibility.
- 9:31SPEAKER_01: What's really driving this is politics.
- 9:33SPEAKER_01: You might not you might be surprised to know that, sir.
- 9:36SPEAKER_01: Uh public backlash against data centers, been growing for a year, up around 70%.
- 9:41SPEAKER_01: Ballot Pedia counted at least 50 local pallet measures on data centers in 13 states.
- 9:46SPEAKER_03: Yeah, you know how they did?
- 9:48SPEAKER_03: All but all but one uh went against the Bloomberg found one in North Dakota, but it was one of those that had the reverse question where it was like no meant yes.
- 9:57SPEAKER_03: And I have to wonder if that had something to do with it.
- 10:00SPEAKER_03: But anyway, that was the only outlier.
- 10:02SPEAKER_03: Referendum on data centers.
- 10:03SPEAKER_01: In Georgia, where OpenAI is building its first data center, uh, Democrat Keisha Lance Bottoms just won the governor's race after campaigning on a statewide pause on new data center construction.
- 10:14SPEAKER_01: Whoops.
- 10:15SPEAKER_01: Paul, our fourth story.
- 10:16SPEAKER_03: Story for Pietro Lombardi from Reuters, Spain saved 26 billion bucks on gas imports thanks to a renewables boom, IEA says.
- 10:25SPEAKER_03: What's in that story, Mike?
- 10:26SPEAKER_01: If you are a fossil fuel bro on LinkedIn, you should take a break right now.
- 10:29SPEAKER_01: They're not listening.
- 10:30SPEAKER_03: They don't like getting made fun of by you.
- 10:32SPEAKER_01: You're not gonna like what I have to say.
- 10:34SPEAKER_01: A new report from the International Energy Agency found Spain saved$26 billion with a B on natural gas imports between 2011 and 2024, thanks to its big buildup of solar and wind.
- 10:47SPEAKER_01: The country's renewable capacity more than doubled to 119 gigawatts over the past decade, why carbon pollution fell by a fifth.
- 10:56SPEAKER_01: The IEA said that growth made Spain less vulnerable to fossil fuel price shocks and brought down wholesale electricity prices.
- 11:03SPEAKER_01: What do you know, Paul Gherky?
- 11:05SPEAKER_03: If you were to ask someone in Spain, they're not as stoked about this.
- 11:08SPEAKER_03: They're not seeing low prices on the power bill.
- 11:10SPEAKER_03: Wholesale prices there are low, but there are taxes, levies, network charges that pile on top of the bills that are much higher than those for fossil fuels.
- 11:18SPEAKER_03: The IEA notes that this blunts the incentive to go electric, even though it's cleaner and more efficient.
- 11:23SPEAKER_03: So the IEA is uh imploring Spain to cut taxes on electricity to help electrify homes and industry out there.
- 11:29SPEAKER_03: Transport and heating, still the big challenges as they are here in the States.
- 11:33SPEAKER_03: It also recommends adding storage and war wind to balance out all the solar, strengthening the grid after last year's historic blackout that we uh talked about quite a bit.
- 11:42SPEAKER_03: Spain plans to phase out its five nuclear plants by 2035.
- 11:46SPEAKER_03: The IEA says, uh, maybe think about that again.
- 11:50SPEAKER_03: Uh we'll see what they decide to do.
- 11:51SPEAKER_03: But let's not keep our returning guest in waiting any longer, Mike.
- 11:55SPEAKER_03: Story five.
- 11:56SPEAKER_03: Paul Gurky, you're playing the role of joy kill on this episode.
- 11:59SPEAKER_01: I just want you to know.
- 12:00SPEAKER_03: I'm just trying to bring you down a little because you're like a kid that got into the candy store and and uh he's got his hand in the jar of lollipops, and he's gonna get us all kicked out.
- 12:09SPEAKER_01: It's like a couple espresso, I'm lively.
- 12:11SPEAKER_01: All right, you know, you know who's lively?
- 12:13SPEAKER_01: It's Kelsey Tamarino.
- 12:14SPEAKER_01: She came back to us.
- 12:15SPEAKER_01: We had it, we had to spend like a year running her down and we finally got on the show.
- 12:19SPEAKER_01: I she wanted it, she's been calling me for weeks, wanting to come back on.
- 12:23SPEAKER_01: Finally, I relented, but okay, oops.
- 12:26SPEAKER_03: You live in this fantasy world, man.
- 12:27SPEAKER_03: I we all just play along.
- 12:29SPEAKER_03: At what point do we push back?
- 12:30SPEAKER_03: Do we just not?
- 12:30SPEAKER_03: Do we just let you carry on like this and display it?
- 12:33SPEAKER_01: It's it's totally it's totally your call.
- 12:34SPEAKER_01: But but Miss Chamarino wrote a story.
- 12:37SPEAKER_01: The Democratic Deleuze sweeps over the energy world.
- 12:39SPEAKER_01: In other words, that's called a big old can of whoop-ass that got opened on Tuesday night.
- 12:44SPEAKER_01: Kelsey Chamberino, man oh man, people are talking about this, but we want to hear your take.
- 12:50SPEAKER_01: Uh, you sat there and saw the returns, you took it all in.
- 12:54SPEAKER_01: What's the big takeaway?
- 12:56SPEAKER_00: Yeah, the big takeaway is that Democrats are now going to control Congress.
- 13:00SPEAKER_00: They're controlling governors' mansions across the country, and that is going to have significant impacts for the energy industry.
- 13:06SPEAKER_00: I think, particularly on the federal level on the Hill, we're watching what this means for permitting reform.
- 13:11SPEAKER_00: We're watching what this means for the revival of tax credits, investigations that are going to come and impact oil and gas, but also offshore wind lease buybacks.
- 13:19SPEAKER_00: There's a lot of different areas we're going to be tracking going forward.
- 13:22SPEAKER_00: And I think we're already seeing uh Democratic comments emboldened to take all of this on.
- 13:27SPEAKER_00: And it'll be it'll impact so many different things that we're watching and tracking.
- 13:32SPEAKER_00: And, you know, I think the permitting, as I said, is the big thing.
- 13:35SPEAKER_00: But there are many questions for the renewable industry going forward on that.
- 13:39SPEAKER_03: I didn't bother to send Kelsey any questions that I was planning to ask her, but you walked me right into it.
- 13:44SPEAKER_03: I swear, uh hand on my keyboard, that permitting is where I was going to go because I think it all starts there.
- 13:49SPEAKER_03: I released a podcast about permitting reform this morning on Factor This, our DTEC Media ARM.
- 13:54SPEAKER_03: And the I know on November 9th, Senate returns for you know potential cloture vote, and we'll see where it goes.
- 14:01SPEAKER_03: In your reporting and from the conversations you've had with those in the know, Kelsey, I'm curious, does what happened this week in the midterms improve or hurt the chances that we see Baja actually uh make it somewhere?
- 14:16SPEAKER_00: I think the the conventional wisdom is it it hurts the chances a bit.
- 14:19SPEAKER_00: Where we're already seeing House Democrat members like Jared Huffman making the case that these election results mean that they should hold off and try to get a better deal next year.
- 14:31SPEAKER_00: But you're you are also seeing pretty forceful pushback from other Democrats on that.
- 14:35SPEAKER_00: So there's going to be a debate going forward on this.
- 14:38SPEAKER_00: Uh, I think for the clean energy industry, we've heard from everyone that we've talked to that they're in favor of this bill.
- 14:45SPEAKER_00: And and and now it goes to an advocacy, I think, in a lobbying push where we're gonna have to see if the this industry can persuade Democratic members that are maybe skeptical about moving forward on this bill now in the Lamed Act.
- 14:56SPEAKER_00: Uh, but certainly, you know, there's also environmental concerns that have uh have been in the backdrop of this debate all so for this whole time, but I think you're gonna see that intensifying already.
- 15:06SPEAKER_00: You're you're seeing some of those voices also echo Huffman and some of these other Democratic House members saying that they should hold off.
- 15:14SPEAKER_01: Kelsey, I had someone this morning make the case to me that the real energy industry significance of Tuesday night was the 700 state legislative seats that change hands.
- 15:26SPEAKER_01: And that means for preemption bills and all sorts of um considerations about county decision making for projects, both renewables and data centers.
- 15:39SPEAKER_01: Do you have any response to that or top-of-mind thoughts?
- 15:43SPEAKER_00: No, I think that's accurate.
- 15:44SPEAKER_00: Uh uh certainly the data center question, you know, there we could see we're certainly we are going to see some action on that on the the federal side in in, you know, some of these committees uh and democratic uh offices that have concerns about the build-out, but it's really going to be at the state level where a lot of this is going to be happening.
- 16:00SPEAKER_00: Uh, but even beyond, you know, data centers distributed energy resources, VPPs, they're going to get, I think, a big push in some of these state uh states that now have blue trifectas or to your point, you know, have are on the county level being led by Democrats.
- 16:16SPEAKER_01: Paul, we're just about out of time.
- 16:18SPEAKER_01: We need to go to our clean checker of the week.
- 16:19SPEAKER_03: Let's do it.
- 16:20SPEAKER_03: This week's clean techner of the week is Ian Ward.
- 16:24SPEAKER_03: And if it's Ian Ward, accept my sincerest apologies.
- 16:27SPEAKER_03: If Ian and Ian are watching, congrats to both.
- 16:30SPEAKER_03: Uh longtime cranberry farmer in southeastern Massachusetts, the one we're awarding.
- 16:35SPEAKER_03: Ward manages two bogs.
- 16:38SPEAKER_03: Yeah, that's way harder than one bog, isn't it?
- 16:40SPEAKER_03: Uh first in the country to grow cranberries under working solar panels.
- 16:44SPEAKER_03: Enough of my jokes.
- 16:45SPEAKER_03: Uh, round of applause for the clean tech of the week.
- 16:47SPEAKER_03: Congrats, uh, Mr.
- 16:49SPEAKER_01: Ward.
- 16:49SPEAKER_01: You know who's not slinging dad jokes is wonderful producer Brian Mendez.
- 16:53SPEAKER_01: And Alex Peterson's.
- 16:54SPEAKER_01: Because we keep him on mute.
- 16:55SPEAKER_03: Otherwise, you would.
- 16:57SPEAKER_01: They don't do dad jokes either.
- 16:58SPEAKER_01: So, and I I don't think I don't think Kelsey Tamrino is, so it's just you and me there, brother.
- 17:02SPEAKER_01: But we want to thank all of them for their contributions to this show.
- 17:06SPEAKER_03: Yeah, couldn't do it without y'all.
- 17:07SPEAKER_03: One more shout out to Tom and to Kelsey for stopping by the program.
- 17:11SPEAKER_03: If you enjoyed what you heard or watched here, man are you weird.
- 17:15SPEAKER_03: No, just kidding.
- 17:16SPEAKER_03: Subscribe.
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- 17:20SPEAKER_03: We want you to be a part of the show so that it lives beyond the few minutes that we spend taping each week.
- 17:25SPEAKER_03: You can also read the articles that we promote every week.
- 17:27SPEAKER_03: They're discussed uh on the show and in the posts.
- 17:30SPEAKER_03: They're in the links in the episode description and in where this thing lives on factorthhis.com.
- 17:35SPEAKER_03: Until we speak again, people, be good.