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Trump's wind order threatens US steel demand
Trump's wind order threatens US steel demand
Houston, 24 January (Argus) — An executive order signed by President Donald Trump this week threatens steel consumption by the burgeoning US offshore wind industry. Trump on Monday ordered that the offshore continental shelf be withdrawn from new wind energy leasing, effective 21 January until the order is revoked. While the order theoretically protects existing leases, Trump also ordered the secretary of the interior, in consultation with the US attorney general, to conduct ecological, economic, and environmental reviews to determine if the leases should be terminated or amended. "We're not going to do the wind thing," Trump said. Trump's withdrawal targets only wind energy leasing on federal property, and leaves leasing for oil and gas, mineral exploration and environmental conservation untouched. The order could cut demand for US platemakers such as Nucor and JSW USA, who have made investments in their operations to target the offshore wind industry. A single monopile can require upwards of 2,500 metric tonnes (t) (2,756 short tons) of steel, according to German-based producer EEW Group, which has been building a monopile production facility in Paulsboro, New Jersey, to serve the US offshore wind industry. Japanese trading company Mitsui, Spanish wind turbine manufacturer GRI Renewable Industries and Nucor announced in August that they were considering developing a joint venture wind tower plant on the US east coast. Nucor recently built a 1.2mn short tons (st)/yr plate mill in Brandenburg, Kentucky, that the steelmaker wants to use to supply plate to monopile structure production. JSW Steel, an Indian steelmaker, announced in June it would invest $110mn to upgrade its Baytown, Texas, plate mill so it could make plates for offshore monopiles. The Baytown mill produced nearly 121,000st of plate and pipe in the fourth quarter, up by 15pc from a year earlier. Trump is also attempting to halt at least one onshore wind project, pausing activities around the Lava Ridge Wind Project, a potentially 1,000MW system on public lands in Idaho. Trump called the Bureau of Land Management's approval in December "allegedly contrary to the public interest" and subject to "legal deficiencies". Interior will evaluate the project's record of decision and possibly conduct new analysis on the system. By Rye Druzchetta Send comments and request more information at feedback@argusmedia.com Copyright © 2025. Argus Media group . All rights reserved.
Trump touts off-grid gas, coal for AI data centers
Trump touts off-grid gas, coal for AI data centers
New York, 24 January (Argus) — President Donald Trump said he plans to give developers "very rapid approvals" to build data centers running artificial intelligence (AI) software, as well as off-grid electric generating facilities to power them. "I'm going to give emergency declarations so they can start building them almost immediately," Trump told the World Economic Forum in Davos, Switzerland, in virtual remarks on Thursday. Allowing for a rapid increase in power generation capacity will enable the US to scale up its AI capabilities and be competitive with China, he said. Trump said he has been telling developers that he wants them to build electric generating facilities next to their planned data centers. These would bypass connection to the grid, which he said is "old" and unreliable. The developers will be able to fuel their generators with "anything they want," including natural gas, and could use "good, clean coal" as a back-up in case a gas pipeline were to explode, cutting gas supplies to a data center's off-grid gas power plant, he said. Trump's comments echo those made recently by executives in the oil and gas industry, who are betting that tech giants' desire to quickly build out data centers to develop their own AI software will force them to eschew the long, arduous interconnection process through which new customers connect to the grid, and instead secure their own personal supply of electricity generated by natural gas. ExxonMobil in December said it was in talks to provide AI data centers with "fully islanded" gas-fired power, which could be installed "independent of utility timelines" and at a pace that other baseload generation fuel sources, like nuclear, could not match. Alan Armstrong, chief executive of Williams, the largest US gas pipeline company, told Argus that AI data center operators are going to build in states where they can quickly secure off-grid electricity supplies. By Julian Hast Send comments and request more information at feedback@argusmedia.com Copyright © 2025. Argus Media group . All rights reserved.
ACBL issues upper Mississippi River reopening plan
ACBL issues upper Mississippi River reopening plan
Houston, 24 January (Argus) — Major barge carrier American Commercial Barge Line (ACBL) has issued its tentative reopening plan for the upper Mississippi River, with release dates as soon as 1 February. Depending on operating conditions, ACBL will begin releasing barges at Mobile, Alabama; Houston, Texas; and Lake Charles, Louisiana, on 1 February for barges destined above St Louis, Missouri, but below Dubuque, Iowa. The barges destined between Dubuque and St Paul, Minnesota, will begin travel as soon as on 11 February at the same locations. Release dates are based on ACBL's anticipated lock reopenings by the US Army Corps of Engineers (Corps). Lock 25, upriver of St Louis, Missouri, is scheduled to reopen on 28 February, ACBL said. The main chambers for neighboring locks 27 and Mel Price will still be closed, although the auxiliary locks will be open, according to the Corps. Upper Mississippi Locks 20,18 and 16, between Quincy, Illinois and Davenport, Iowa are expected to reopen 4 March, the Corps said. But these dates remain tentative since freezing conditions may still hamper transit. The Corps typically reopens locks around mid-March depending on ice thickness across multiple locations. By Meghan Yoyotte ACBL's tentative upper Miss. reopening schedule Origin Port Barges destined above St L. to Dubuque, IA Barges destined above Dubuque to St Paul, MN Mobile, AL 1 Feb 11 Feb Houston, TX 1 Feb 11 Feb Lake Charles, LA 1 Feb 11 Feb New Iberia, LA 4 Feb 14 Feb New Orleans, LA 11 Feb 21 Feb Memphis, TN 18 Feb 28 Feb Little Rock, AR 11 Feb 21 Feb Blytheville, AR 19 Feb 1 Mar Pittsburgh, PA 12 Feb 22 Feb Cincinnati, OH 16 Feb 26 Feb Jeffersonville, OH 18 Feb 28 Feb Louisville, KY 18 Feb 28 Feb Evansville, MS 20 Feb 1 Mar Chicago-Joliet, IL 25 Mar 25 Mar Morris, IL-South 20 Feb 1 Mar Nashville, TN 20 Feb 1 Mar Decatur, AL 16 Feb 26 Feb Chattanooga, TN 12 Feb 22 Feb Cairo, IL 28 Feb 9 Mar St. Louis, MO 1 Mar 11 Mar ― ACBL Send comments and request more information at feedback@argusmedia.com Copyright © 2025. Argus Media group . All rights reserved.
US Democrats call for return to Paris agreement
US Democrats call for return to Paris agreement
Washington, 24 January (Argus) — US Democrats are pushing back against President Donald Trump's decision to withdraw from the Paris climate agreement. Democrats in the US House of Representatives and Senate on Friday introduced separate but similar resolutions calling on the US to remain a party to the Paris agreement. The House version, backed by more than 120 Democrats, goes a bit further by explicitly expressing "strong disapproval" and urging Trump to reverse course. "President Trump's irresponsible decision to pull out of the Paris agreement sends a shameful signal to our allies and adversaries alike, showing that the US is turning its back on the health and safety of our planet," said US representative Brad Schneider (D-Illinois), the lead sponsor of the House resolution. US senator Ed Markey (D-Massachusetts) is the lead sponsor of the Senate version , which is currently backed by 21 other Democrats. The resolutions are non-binding, which means they cannot force Trump to change his mind. In addition, neither is likely to advance as Republicans hold majorities in both the House and Senate. Trump ordered the US withdrawal from Paris on his first day in office. That decision will take effect one year after the US gives formal notice to the UN Framework Convention on Climate Change (UNFCCC). In response, 24 state and territorial governors told the UN they will continue their work to reduce emissions in line with the Paris agreement and the targets set by former president Joe Biden, seeking to reassure other countries about US efforts. Biden just before leaving office said the US would reduce GHG emissions by 61-66pc by 2035, relative to 2005 levels, in a new Paris pledge. In addition, Bloomberg Philanthropies on Thursday said it and "other US climate funders" will ensure that the US meets its funding and reporting obligations to the UNFCCC. By Michael Ball Send comments and request more information at feedback@argusmedia.com Copyright © 2025. Argus Media group . All rights reserved.
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