The first comes, somewhat remarkably, from Silicon Valley.
As you almost certainly know, the rapid growth of AI is causing despair among some energy experts. The giant data centers that “train” these various models to do what they do (help lazy students write banal termpapers, say) soak up huge amounts of electricity, and in the last year or two the fossil fuel industry has seized on that as avidly as they seized on Russia’s invasion of Ukraine—anything to make the case for extending their business model a little longer. Arielle Samuelson, writing at Emily Atkin’s pathbreaking newsletter Heated, offers a really powerful account of what’s gone on:
The growth of AI has been called the “savior” of the gas industry. In Virginia alone, the data center capital of the world, a new state report found that AI demand could add a new 1.5 gigawatt gas plant every two years for 15 consecutive years.
And now, as energy demand for AI rises, oil corporations are planning to build gas plants that specifically serve data centers. Last week, Exxon announced that it is building a large gas plant that will directly supply power to data centers within the next five years. The company claims the gas plant will use technology that captures polluting emissions—despite the fact that the technology has never been used at a commercial scale before.
Chevron also announced that the company is preparing to sell gas to an undisclosed number of data centers. “We're doing some work right now with a number of different people that's not quite ready for prime time, looking at possible solutions to build large-scale power generation,” said CEO Mike Wirth at an Atlantic Council event. The opportunity to sell power to data centers is so promising that even private equity firms are investing billions in building energy infrastructure.
So, ugh. Except that it’s important to remember that Big Oil is an industry that lies a lot, and some of those commitments may not be quite as firm as they’re saying. In fact, a new report—this is the first Christmas present—from a team of Silicon Valley types came out last week, making the case that if these data centers are actually going to get built anytime soon, the best bet by far is for Google et al to put up solar farms next door. Building new gas plants, as they point out, takes a number of years—really, anything that requires a new connection to the grid goes slowly. But if you have a “co-located microgrid”—i.e., a dedicated solar farm right next to your mysterious warehouse of servers—that can be put up in a relative trice.
Estimated time to operation for a large off-grid solar microgrid could be around two years (1-2 years for site acquisition and permitting plus 1-2 years for site buildout), though there’s no obvious reason why this couldn’t be done faster by very motivated and competent builders.
The only one of the authors I knew before this was Zeke Hausfather, a climate scientist employed by the payment company Stripe, but the others come from reputable places (Paces, which expedites renewable development, and Scale Microgrids) and they thank a passel of collaborators at places like Tesla and Anthropic. And their research seems impeccable—they work through the costs and the reliability of renewables paired with batteries, and they return again and again to the speed with which these new facilities could be built.
One thing they don’t stress, but which I think could be politically important, is that all of these big AI players have promised in recent years that they would zero out their emissions. And though no one in the White House will hold them to that, most of these companies are in places like Washington and California filled with environmentally committed workers and investors; we should be able to organize some pressure on them to do the right thing. It’s not the perfect thing. In a rational world we’d postpone the glories of AI long enough to power up all the heat pumps and cars from renewable electricity first. But if they get expertise building solar farms for their data centers, the experience may turn these behemoths into better crusaders for clean energy. One can hope, anyway. Here’s the final bottom line from the report:
Off-grid solar microgrids offer a fast path to power AI datacenters at enormous scale. The tech is mature, the suitable parcels of land in the U.S. Southwest are known, and this solution is likely faster than most, if not all, alternatives… The advantages to whoever moves on this quickly could be substantial.
And then there’s the second present I promised, which was delivered Wednesday afternoon by the Montana Supreme Court. It upheld, on a 6-1 vote, a lower court ruling that the state’s children have a “fundamental constitutional right to a clean and healthful environment,” and that that includes carefully analyzing state energy policies to keep them from damaging the climate.
This ruling is under the state constitution, which was amended shortly after Earth Day in 1970 to include environmental protections. (America’s Western states have not always been bright red). The landmark ruling comes almost a year and a half after a remarkable trial, which featured a mix of young Montanans explaining how climate change was damaging their lives (breathing wildfire smoke, for one) and nationally renowned climate experts who volunteered their time to make a compelling case. The state all but punted its response, not even putting its lead climate-denier on the stand after paying her large sums of money to prepare testimony, and the district court issued a powerful finding that’s now been upheld.
This doesn’t necessarily have national implications—shamefully, the Biden DOJ has buried the federal equivalent, Juliana v. U.S., under a blizzard of writs, picking up where the Trump administration left off. And it probably won’t immediately change Montana’s current commitment to using more gas. But it is a clear moral victory that will cast a long shadow. As Cornell legal scholar Leehi Yona said this morning, “This is a historic case and one that could serve as a model for state-level lawsuits, particularly as an alternative to federal courts (such as the U.S. Supreme Court, which currently seems unreceptive to climate cases).”
Mostly, I’m happy for the kids involved. I got to interview a couple of them on stage this fall at a gathering sponsored by Protect Our Winters. They were eloquent and moving, and I hope very much that this ruling strengthens their commitment to fight. The Trump era will end someday, and we’ll need a new wave of smart and moral people to carry on the crucial fights—these are them!
And the third? Attentive readers will remember how happy I was earlier this year at news that half a million Germans had taken advantage of a new law to hang solar panels from the balconies of their apartments. Well, according to a new report in The Guardian, by year’s end that number has swelled to a million and a half Germans, and now it’s taking off in Spain and elsewhere.
Manufacturers say that installing a couple of 300-watt panels will give a saving of up to 30% on a typical household’s electricity bill. With an outlay of €400-800 and with no installation cost, the panels could pay for themselves within six years.
In Spain, where two thirds of the population live in apartments and installing panels on the roof requires the consent of a majority of the building’s residents, this DIY technology has obvious advantages.
With solar balconies, no such consent is required unless the facade is listed as of historic interest or there is a specific prohibition from the residents’ association or the local authority. Furthermore, as long as the installation does not exceed 800 watts it doesn’t require certification, which can cost from €100 to €400, depending on the area.
“The beauty of the solar balconies is they are flexible, cheap, and plug straight into the domestic network via a converter, so you don’t have to pay for the installation,” says Santiago Vernetta, CEO of Tornasol Energy, one of Spain’s main suppliers.
Putting up one of these would be illegal almost everywhere in America—but that’s something to work on next year. Why should Europeans have all the fun? Belgium has just ended its ban. As one official explained: “If 1.5 million Germans have bought solar balcony kits there must be something in it,” he says.
I wish I had yet more such gifts to offer (I’m keeping a close eye on Albany, where Gov. Kathy Hochul may still sign the crucial Climate Superfund bill before year’s end, and if that happens I’ll let you know). But I hope these help set the holiday mood just a little. I can tell you that it’s snowing this afternoon up here on the spine of the Greens. And since I’m typing up the program for the Christmas Eve service this afternoon, I can tell you how it ends: with everyone in town walking through the church doors and into the (hopefully crisp) night air singing “Go Tell It on the Mountain.”
