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I'm into energy and the environment.

Strategy/Founder @ gridstatus.io

@connorwaldoch
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"ideological subsidies" for this administration means any policy supporting non-thermal and non-battery (to a lesser extent, although their lobby has pretty successfully extracted them from previous renewable associations they relied on) generating units.

To get more specific, you could say everything rolled back from the IRA as part of the BBB.

You could go to the source and see[1].

> TotalEnergies has committed to invest approximately $1 billion—the value of its renounced offshore wind leases—in oil and natural gas and LNG production in the United States. Following their new investment, the United States will reimburse the company dollar-for-dollar, up to the amount they paid in lease purchases for offshore wind. Under this innovative agreement driven by President Donald J. Trump’s Energy Dominance Agenda, the American people will no longer pay for ideological subsidies that benefited only the unreliable and costly offshore wind industry.

> For its part, TotalEnergies will invest $928MM, on the following projects in 2026:

The development of Train 1 to 4 of Rio Grande LNG plant in Texas;
The development of upstream conventional oil in Gulf of America and of shale gas production.
Following TotalEnergies’ $928 million in investments in affordable, reliable and secure U.S. energy projects, the United States will terminate the following leases and reimburse the company

[1] https://www.doi.gov/pressreleases/interior-and-totalenergies...

Interior and TotalEnergies Agree to End Offshore Wind Projects, Lowering Costs for American Families | U.S. Department of the Interior

Today, the Department of the Interior announced a landmark agreement with TotalEnergies for the company to redirect capital from expensive, unreliable offshore wind leases toward affordable, reliable natural gas projects that will provide secure energy for hardworking Americans

U.S. Department of the Interior

The feds have dropped their attempts to stop those from ongoing construction for now, but only one of those projects is complete.

CVOW is supposed to flow first power this month, but won't be done for ~a year, Empire Wind is also end of '26/early '27, Sunrise later in 2027.

Vineyard was completed this month, and Revolution is delivering power and targets completion over the next few months.