Shares of big Danish offshore wind developer Orsted dropped by 17% Monday, the same day President Donald Trump took the oath of office to become the 47th president of the United States. The two events are not merely coincidental with one another.
To be sure, Orsted’s loss of market cap was caused by several factors, including both the general slowing of the offshore wind business, and Orsted’s own announcement that it will incur a $1.69 billion impairment charge related to its Sunrise Wind project off the coast of New York. Company CEO Mads Nipper attributed the charge to delays and cost increases and said the project completion date is now delayed to the second half of 2027.
But there can be little doubt that the raft of energy-related executive orders signed by Trump also contributed to the drop in Orsted’s stock price. As part of a Day 1 agenda consisting of a reported 196 executive orders, the new president took dead aim at reversing the Biden Green New Deal agenda in general, with a special focus on wind power projects on federal lands and waters.
In addition to general orders declaring a national energy emergency and pulling the United States out of the Paris Climate Accords (for a second time), Trump signed a separate order titled, “Temporary Withdrawal of All Areas on the Outer Continental Shelf from Offshore Wind Leasing and Review of the Federal Government’s Leasing and Permitting Practices for Wind Projects.” That long-winded title (pardon the pun) is quite descriptive of what the order is designed to accomplish.
Section 1 of this order withdraws “from disposition for wind energy leasing all areas within the Offshore Continental Shelf (OCS) as defined in section 2 of the Outer Continental Shelf Lands Act (OCSLA), 43 U.S.C. 1331.” Somewhat ironically, this is the same OCSLA cited in early January by former President Joe Biden when he set 625 million acres of federal offshore waters off limits to oil and gas leasing and drilling into perpetuity.
As with Biden’s LNG permitting pause, the fourth paragraph of Section 1 in Trump’s order states that “Nothing in this withdrawal affects rights under existing leases in the withdrawn areas.” However, the same paragraph goes on to subject those existing leases to review by the secretary of the Interior, who is charged with conducting “a comprehensive review of the ecological, economic, and environmental necessity of terminating or amending any existing wind energy leases, identifying any legal bases for such removal, and submit a report with recommendations to the President, through the Assistant to the President for Economic Policy.”
Observant readers will know that the parameters of this order as it relates to offshore wind are essentially the same as a proposal I suggested in a previous piece here on Jan. 1. So, obviously, it receives the Blackmon Seal of Approval.
But we should also note that Trump goes even further, extending this freeze to onshore wind projects as well. While the rationale for the freeze in offshore leasing and permitting cites factors unique to the offshore like harm to marine mammals, ocean currents and the marine fishing industry, the rationale supporting the onshore freeze cites “environmental impact and cost to surrounding communities of defunct and idle windmills and deliver a report to the President, through the Assistant to the President for Economic Policy, with their findings and recommended authorities to require the removal of such windmills.”
This gets at concerns long held by me and many others that neither the federal government nor any state government has seen fit to require the proper, complete tear down and safe disposal of these massive wind turbines, blades, towers and foundations once they outlive their useful lives. In most jurisdictions, wind operators are free to just abandon the projects and leave the equipment to dilapidate and rot.
The dirty secret of the wind industry, whether onshore or offshore, is that it is not sustainable without consistent new injections of more and more subsidies, along with the tacit refusal by governments to properly regulate its operations. Trump and his team understand this reality and should be applauded for taking real action to address it.
David Blackmon is a contributor to The Daily Caller News Foundation, an energy writer, and consultant based in Texas. He spent 40 years in the oil and gas business, where he specialized in public policy and communications.
A new poll shows Rep. Andy Biggs (R-AZ-05) with a big lead over other potential GOP opponents in the 2026 race for Arizona governor.
Biggs announced that he filed a letter of interest to run for governor earlier this week.
The poll, conducted by Data Orbital and sponsored by AZ Free News, was taken between Jan. 18-20. It asked 500 Likely Republican Primary Election voters to choose between likely AZ GOP candidates for governor: Biggs, Arizona Treasurer Kimberly Yee, and Karrin Taylor Robson.
The results saw Biggs take an early polling lead with 31.7%, a definitive 19.3% advantage over Taylor Robson (who had 12.4% support). Yee trailed in single digits with 7.4% support. The poll had a 4.47% margin for error.
In a statement to AZ Free News, Data Orbital President George Khalaf said, “Congressman Andy Biggs has a commanding lead over potential opponents Karrin Taylor Robson and Treasurer Kimberly Yee, bolstered by his extensive history of earned media and established public leadership. His support is particularly robust among self-identified strong conservatives, capturing 45% of this key demographic.”
“These voters, who are historically the most reliable participants in primary elections, position Congressman Biggs with a significant early advantage should he choose to formally jump into the race,“ concluded Khalaf.
Conversely, in the demographic of younger voters aged 18-34, Kimberly Yee enjoyed the most support. But among independent voters, arguably the most decisive factor in the 2024 presidential election win for Donald Trump, Biggs captured 23.1% support followed by Taylor Robson at 11.7%.
The poll also showed that 45% of voters remain undecided and would still be up for grabs, demonstrating the possibility of a wide open race.
Full poll available here. Crosstabs available here.
On Monday, the Pinal County Sheriff’s Office (PCSO) announced that detectives from its Anti-Smuggling Unit recently intercepted a vehicle on Interstate 10 driven by two illegal immigrants carrying 20,000 rounds of 7.62x39mm ammunition. During the January 17th traffic stop, a second vehicle, traveling with the first, was apprehended by the Cochise County Sheriff’s Office in Benson, AZ, carrying 10,000 rounds of .50 BMG ammunition.
According to the PCSO press release, the investigation has been handed off to federal agents with the Department of Homeland Security Investigations (HSI) and the Bureau of Alcohol, Tobacco, Firearms and Explosives (ATF.)
The investigation is ongoing and has been turned over to federal agents with Homeland Security Investigations (HSI) and the Bureau of Alcohol, Tobacco, Firearms and Explosives (ATF.) @HSIArizona@ATFHQ
Sheriff Ross Teeple, who began his term on Jan. 1st, said in a statement, “The violence of the cartels in Mexico has held that country hostage. This traffic stop highlights the exceptional work of our Anti-Smuggling Unit detectives as they continually work against these criminal organizations. It also highlights our great working relationships with our federal and local partners in a united front against these criminals.”
The Cochise County Sheriff’s Office (CCSO) revealed in a lengthier statement that the seizure involved the Cochise County Counter Narcotics and Trafficking Alliance (CNTA), HSI, and ATF. Officials reportedly contacted the occupants of the vehicles who were identified by the department as “an asylum seeker out of Cuba,” “a U.S. citizen out of Texas,” and “two asylum seekers.” CCSO did not specify what country the second pair were from.
Cochise County Sheriff Mark Dannels told Fox10, “These people were arrested. It took a lot of work.”
Federal law prohibits the purchase, possession, or transport of ammunition by an illegal immigrant or alien who has not yet been admitted legally to the United States under The Gun Control Act (GCA), or 18 U.S.C. § 922(g),
“It shall be unlawful for any person— who, being an alien—(A)is illegally or unlawfully in the United States; or (B)except as provided in subsection (y)(2), has been admitted to the United States under a nonimmigrant visa (as that term is defined in section 101(a)(26) of the Immigration and Nationality Act (8 U.S.C. 1101(a)(26))); to ship or transport in interstate or foreign commerce, or possess in or affecting commerce, any firearm or ammunition; or to receive any firearm or ammunition which has been shipped or transported in interstate or foreign commerce.”
Bernard Zapor, a retired ATF Special Agent In Charge and faculty member at Arizona State University, told Fox10, “One thing for sure is that U.S. ammunition is a massively sought commodity in Mexico. It is priceless.”
He added that the seizures held the hallmarks of cartel involvement saying , “There’s a couple of things that are very interesting about this: the way that it was being transported, it wasn’t concealed from the photographs of the arrests. It was very blatantly just stored in an SUV, which indicates to me that they probably had the crossing into Mexico completely arranged.”
Arizona Democrats are standing behind a budget proposal from the state’s governor.
Late last week, Governor Katie Hobbs released her budget for Fiscal Year 2026 for the State of Arizona. Hobbs, a Democrat, championed her priorities of “opportunity, security, and freedom for Arizonans” in a statement that accompanied her budget proposal, which was the third of her first term in office as the state’s chief executive.
My Executive Budget reflects my commitment to continuing our strong economic growth, lowering costs, keeping communities safe, and protecting Arizonans’ fundamental freedoms. Together, we’ll realize the Arizona Promise.
The top Democrat lawmakers in both chambers of the Arizona Legislature were quick to respond. House Democratic Leader Oscar De Los Santos said,“The Governor’s budget is tightly aligned with our Caucus priorities in several key ways —especially with its focus on affordability, affordability, and affordability. While greedy corporations try to fleece and price-gouge working families, we must do everything we can to slash costs. Thankfully, the Governor has put forward solid and workable plans to cut costs for childcare, housing, and more — which give us an excellent starting place for the bipartisan negotiations that it will take to pass a budget that works for every Arizonan. As the chaos and tariffs of the incoming Trump Administration threaten to drive up prices on basic necessities like food and healthcare, it’s more important than ever that here in Arizona we make much-needed investments to protect hard-working families and make life more affordable.”
PRESS RELEASE: Senate and House Democratic Leaders Respond to Gov. Hobbs' Year-Three Budget Plan #azlegpic.twitter.com/idaIzo2hQE
Senate Democratic Leader Priya Sundareshan added,”I applaud the Governor and her team for their work and dedication to putting forward a fiscally responsible budget proposal. This proposal has a desperately needed focus on ensuring Arizona is an affordable place to live, raise a family, and build a business. It is my hope that Republicans choose to partner with the Governor to adopt the outlined common-sense constraints on the out-of-control universal ESA voucher scheme. The strain of this program paired with years of irresponsible Republican budgeting have left our state in critical need of the investments this proposal seeks to make in Tribal communities, working families, affordable housing, and responsible groundwater management.”
Arizona Democrat legislators will likely be on the outside looking in at another process of budget negotiations in a divided state government. Over the past two years, Republican legislative leaders have spearheaded negotiations for the fiscal packages with Hobbs and her team from the Ninth Floor of the Governor’s Office. Republicans have also been able to protect all their priorities from Democrats throughout those budget agreements, while managing to extract significant concessions from Hobbs and Democrats.
Daniel Stefanski is a reporter for AZ Free News. You can send him news tips using this link.
Attorney General Kris Mayes signed onto a lawsuit with other Democratic attorneys general against President Donald Trump’s executive order ending birthright citizenship.
Mayes called the order “unconstitutional” in a press release published Tuesday.
“No executive order can supersede the United States Constitution and over 150 years of settled law,” said Mayes. “While President Trump may want to take this nation back to a time before all American citizens were treated equally under the law – we will not allow him to do so.”
Mayes defended the modern interpretation of birthright citizenship — which inspired popularity of the pejorative “anchor baby” — as an accurate reading of the Fourteenth Amendment. Mayes cited the 1898 Supreme Court landmark decision in United States v. Wong Kim Ark.
In its ruling, the court declared that the defendant, Wong Kim Ark, had obtained citizenship through his birth on U.S. soil to parents who were legally residing in the U.S. but not citizens, and that those subject to U.S. jurisdiction apply to all domiciled within the country. The ruling remains precedent.
“Every person born in the United States, and subject to the jurisdiction thereof, becomes at once a citizen of the United States, and needs no naturalization,” ruled the court.
Mayes’ lawsuit against the Trump administration estimated there were about 255,000 children born in the U.S. to illegal immigrant mothers and about 153,000 children born to illegal immigrant parents in 2022. In Arizona that year, the lawsuit reported those numbers to be around 6,000 children born to illegal immigrant mothers and around 3,400 children born to illegal immigrant parents. Based on those latest totals, the lawsuit estimated that there are over 12,000 children born to illegal immigrants every month throughout the nation.
Additionally, Mayes’ lawsuit argued that the end to birthright citizenship for children born to illegal immigrant parents would harm Arizona and other states because they would lose federal funding.
Joining Arizona in this lawsuit against the Trump administration in the Washington Western District Court are Washington, Illinois, and Oregon.
The lawsuit is a separate one from another joint lawsuit filed earlier this week in the Massachusetts District Court by 18 states, along with Washington, D.C. and both the city and county of San Francisco: New Jersey, Massachusetts, California, Colorado, Connecticut, Delaware, Hawaii, Maine, Maryland, Michigan, Minnesota, Nevada, New Mexico, New York, North Carolina, Rhode Island, Vermont, and Wisconsin.
In his executive order, “Protecting the Meaning and Value of American Citizenship,” Trump asserted that the Fourteenth Amendment never interpreted the extension of citizenship universally to all born within the U.S., highlighting the provision excluding those “not subject to the jurisdiction thereof.”
Those that lack subjection to U.S. jurisdiction, the order says, include any individual whose mother was unlawfully present in the country and whose father wasn’t a citizen or lawful permanent resident at the time of their birth, or; any individual whose mother’s presence in the country at the time of their birth was lawful but temporary, and whose father wasn’t a citizen or lawful permanent resident at the time of their birth. For the latter case, “lawful but temporary” means those eligible to reside in the country under the Visa Waiver Program or those visiting on a student, work, or tourist visa.
The executive order is not retroactive. The order only applies to those born 30 days after the order’s issuance: February 19, 2025.
AZ Free News is your #1 source for Arizona news and politics. You can send us news tips using this link.