@FrankMuracai
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Senior Analyst at Power Brief. Data viz professor at @UNC. Editor of the NC Data Center Newsletter.
Raleigh, NC
Joined April 2025
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Frank Muraca retweeted
Over the years, the clean energy industry and environmental groups have drifted further apart. As the industry grew up, it didn’t need to lean on the organizing power of enviros. The split screen reactions of green groups and clean energy to the permitting reform bill illustrate just how far apart these two groups have come.
Read, and trust, @billmckibben on the permitting deal. billmckibben.substack.com/p/…
Frank Muraca retweeted
This modeling from Greenline Insights shows that by 2035, passing transmission reform would:
💸Lower bills by $1.1B
📉Reduce nat gas from 45% to 39% of fuel mix
📈Increase battery deployment by 65%, solar by 22%, and wind by 14%
🍃Cut emissions by 9%
greenlineinsights.com/interc…
This is right. And I think tech companies will accept this bargain and save other battles for the state PUCs.
I also think the “open seasons” will put the few highly capitalized data center operators at an advantage over the neoclouds (should states choose this policy lever)
Replying to @DavidPomerantz
The bill will help ensure that data centers pay their share of grid costs (and more!). Could tech co's still want the bill in spite of that? Yes, they could! They want grid expansion. Laws do many things at once. Don't believe charlatans offering oversimplified nonsense.
There are about to be a lot of national security issues with utility-owned projects if they kill BAAJA
Frank Muraca retweeted
Note well, apparently Anthropic tried very hard to get the Vatican to alter the text of "Magnifica Humanitas" just prior to its release so that it would not deny AI personhood.
It’s not blasphemous to be skeptical that BAAJA will fix Trump’s current tools for meddling. (BAAJA still has national security carveouts!)
Whitehouse himself said negotiations with the WH over the wind pause were happening outside the bill text.
Yes and on permit certainty specifically (aka the sections that restrain Trump):
The BAAJA provisions negotiated by @SenWhitehouse and @SenatorHeinrich will give lawmakers powerful new tools to restrain Trump.
The supposed alternative is to tank this deal, and give Trump free rein for however long it takes to secure the mythical better deal—a stretch of time that could easily run to the end of his term.
But then, once this mythical new and better deal is secured, Trump will still have to sign it.
So the idea is to give Trump free rein for the foreseeable future, possibly for the duration of his term, yet expect him to sign a deal that restrains him even more than the current deal.
This is unserious, fantasyland stuff.
Frank Muraca retweeted
The Senate's permitting bill is out. One of the senators who wrote it walks @JigarShahDC through it.
A year for a state to route a power line. Then FERC.
Reconductor without restarting NEPA.
150 days to sue.
Data centers pay their own way.
@SenatorHeinrich on Energy Empire, out now 🗽🔌
Frank Muraca retweeted
My thoughts on the Senate's permitting reform bill:
Passing a good permitting reform package will be one of my top priorities for the next Congress, so I'm very interested in these Senate negotiations.
From what I've seen, Senators Whitehouse and Heinrich have done some good work, but they've been negotiating from a position of weakness and the tentative deal unveiled today raises significant questions and concerns that would have to be resolved before most Democrats could support it.
I'm all for streamlining transmission and clean energy buildout, but the threshold requirement before making major policy concessions is to actually end Trump's war on renewables so that hundreds of bottled-up clean energy projects can bring that affordable power to the grid. Further, we can't throw states, tribes, impacted communities, and threatened and endangered wildlife under the bus. And as we streamline and cut red tape, we must make sure the American people — not just powerful corporate interests — have a say in government decisions about what happens to our air, water, and public lands. That's what serious, responsible permitting reform looks like.
There's a way to get there, and parts of this deal are helpful, but some of it concedes too much. Hollowing out the Endangered Species Act through the delegation of authority and problematic definitions, for example, is so extreme that a milder version of it spooked several House Republicans off of Bruce Westerman's ESA bill earlier this year, so you can imagine how it's going to land with the American people who overwhelmingly support protecting wildlife. And the provisions that seek to guarantee fair treatment for wind, solar, and battery storage are novel, untested, and don't really end the war on clean energy, but they will still trigger cries of "Green New Deal" and fierce opposition from the House Freedom Caucus, clouding any path to pass this deal through the House unless it gets much worse. And knowing the GOP players, that's exactly what will happen if this bill advances in the lame duck.
The bottom line for me, and I believe most Democrats, is that November 3rd is coming and we are likely to soon have a far better negotiating position. Folding our hand now or in the lame duck makes no sense when we can keep working on this and, in a few more months, have a much better deal that works for everyone.
Frank Muraca retweeted
And the bill text is out! Enjoy the light reading Energy Twitter (X) epw.senate.gov/public/_cache…
Frank Muraca retweeted
me on permitting talks in congress, november 2025: “a big bipartisan permitting reform deal may be in the offing in washington. but getting it done will require taking away one of donald trump’s favorite toys: the power to mess with solar and wind permits.”
nothing ever changes.
🚨
NEWS: Senate permitting text is coming tomorrow, Sen. Alan Armstrong (R-Okla.) tells me.
There’ll be a press conference and a full bill release, he said. A senior aide involved in negotiations also confirmed to @NicoPortuondo.
Frank Muraca retweeted
By the way, @MatthewRhys needs to play @DarioAmodei in the AI movie
.@DarioAmodei of Anthropic just had a meeting in John Thune’s office. Made no comments and wouldn’t answer questions afterward. He left the Capitol.
Capito, Whitehouse, Heinrich all say they’re hopeful that text will be released this week
Replying to @SiegelScribe
ENR top Dem Sen. Heinrich also says negotiators hope to release text this week. “We’re just scrubbing for details making sure everything we agreed to is actually what’s in the text,” he told me