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Cities like New York, Philadelphia, and Toronto will see more days like this — but the effects of chronic not-so-extreme heat also build up.

The map of the Eastern United States has turned purple.
That’s the color used by the National Weather Service to distinguish the most severe category of extreme heat — a “rare and long-duration” event “with no overnight relief” — which spread like a bruise on Thursday morning from Chicago to Detroit and across the entire state of Ohio. From there, the purple splits north toward Toronto — where Portugal and Croatia will face each other tonight in a Round of 32 match — and down across the 13 original colonies, from Boston to New York City to Washington, D.C., Richmond, Charlotte, and Atlanta. An estimated 83 million Americans, or about a quarter of the population, are under the most extreme heat warning, with local temperatures cresting 100 degrees Fahrenheit; in many places, humidity will push the heat index up to 15 degrees higher.
That’s killer heat. Although the United States has a higher deployment of air conditioning than Europe, early tallies from the heat wave on the continent in late June found that some 20,000 people died from “heat-exacerbated causes” like heart attacks. In general, in New York City, an estimated 3% of deaths between May and September are due to the heat, a recent city report found — that’s about 500 deaths a year, close to the number of homicides during the city’s year of peak violence in 1990.
“Extreme heat is a chronic stressor that leads to hundreds of deaths in New York City,” Jeff Schlegelmilch, the director of the National Center for Disaster Preparedness at the Columbia Climate School, told me. “I’ve seen models showing the cumulative number of excess deaths over the next several decades could be in the tens of thousands.”
But while heat waves like the one this week bring much-needed attention to the public health crisis, it’s not actually extreme events that are driving those mortality figures. According to the city, about 80% of heat-related deaths in New York occur when temperatures are below 95 degrees Fahrenheit — that is, on hot, but not extremely hot, days. While risk increases with temperature in the way you’d expect, jumping sharply after 90 degrees Fahrenheit is crossed, there are more days in the still-dangerous 82- to 94-degree range on average each summer in New York (74, up from 52 in the 1970s) than extreme heat days like the ones occurring this week (of which there are about 11 per summer).
Schlegelmilch likened the moderate-temperature heat deaths to those during COVID, when it was the frontline workers who were paid hourly, couldn’t take days off, and who lived in more crowded homes who were the hardest hit. “We see those same patterns increasing exposure to heat,” he told me, noting that Latino and Black New Yorkers die from heat stress at rates two to three times higher, respectively, than white New Yorkers.
That said, the majority of people who die from heat-exacerbated causes do so in their homes, which “isn’t necessarily where the totality of the exposure to the heat is,” Schlegelmilch said. In fact, the number of people who die of direct heat stress in New York averages in the single digits per year, by comparison. “If you have to work outdoors, or you have to go back and forth to work and be exposed to the heat, and you go back into a home that is hot, and your body isn’t cooling off at night — this is actually something we’re very worried about tonight and tomorrow night — then the body doesn’t get that break.”
Part of the reason direct heat stress deaths are lower than those caused by chronic exposure is thanks to the agility, urgency, and attention of local governments, which issue heat warnings, promote cooling centers, and take preemptive measures during the worst heat waves — such as Toronto canceling its downtown World Cup watch party this afternoon. In New York this week, kiosks will help direct people to their nearest cooling centers, and local pools will stay open later. Meanwhile, to address more systemic heat impacts on the vulnerable, Mayor Zohran Mamdani has signed an executive order calling for the development and issuance of guidance for protecting outdoor workers and vendors during future heat events.
Because heat-related deaths often take the form of heart attacks, kidney disease, and diabetes, and therefore “don’t fit within the disaster declaration mechanisms” the same way floods or hurricanes do, “we don’t really have good policy to take care of this,” Schlegelmilch added. Particularly in cities with historically colder climates, such as Boston and New York, executive orders like Mamdani’s can be quick fixes, especially when followed by “lengthier and more thoughtful legislation and regulation.” But because the housing stock in such cities is older and, in some cases, even designed to retain heat, saving lives in the long term will require major infrastructure investments, ranging from tree planting to combat the urban heat island effect to expensive retrofitting.
“In the arc of history with disasters, we generally don’t do the things we need to do until it hurts too much,” Schlegelmilch said when I suggested that such a level of investment seems daunting, if not impossible, when spread out over the whole of New York, not to mention the Northeast. “It’s an open question how many people need to die, how many hours of productivity need to be lost, how much strain there is on infrastructure before everybody realizes this is not an abstract problem, that this is happening right now, and that it’s a hell of a lot more expensive to clean up after than to make these investments over the long run.”
An extreme heat wave might not be the primary driver of heat-related mortality in the United States, in other words, but it is certainly an opportunity to push for climate adaptation funding. “It’s not cheap at all,” Schlegelmilch agreed. “But it has to be part of the thinking, because there just isn’t another solution.”
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Democrats in Congress are determined to restore them. That isn’t necessarily what the industry wants.
As many Americans celebrate the country’s 250th birthday this weekend, the clean energy industry will be mourning a death. Independence Day marks the expiration of federal tax credits for wind farms and solar arrays, subsidies that have been in effect in some form or another since 1978.
They may not be dead forever. Leading Democrats in Congress are preparing to reinstate the tax credits the next chance they get — whether or not the clean energy industry is asking for it.
“Republicans letting these clean energy credits expire is bad for families, bad for workers, and a gift to China,” Senate Minority Leader Chuck Schumer told me in an email. “Democrats will fight to bring these incentives back and keep pushing every policy that lowers energy costs, strengthens American manufacturing, and protects America’s clean energy future.”
While the tax credits were not initially created to tackle climate change, they became the backbone of American climate policy as fossil fuel companies mired federal attempts to regulate carbon pollution in court challenges.
The original credits, passed as part of the 1978 Energy Tax Act, were intended to reduce the country’s reliance on oil and natural gas during the oil crisis. They included a 30% tax credit for homeowners and a 10% tax credit for businesses on the cost of wind or solar, among other “alternative energy” technologies. Congress passed extensions of the credits numerous times in the decades that followed, making tweaks along the way: Lawmakers took away the credit for wind farms in the mid-1980s; then, in 1992, they created a new production tax credit for wind based on the amount of energy a given project generated.
Throughout the history of the tax credits, there was often a will-they-won’t-they precarity to their reauthorization. And yet in the end Congress always extended the credits on bipartisan votes. It wasn’t until the 2022 Inflation Reduction Act, which wrapped up tax credit reauthorization in a larger, highly partisan package, that even Republicans who supported the credits withdrew their votes in protest.
The IRA dramatically extended and expanded the subsidies, opening up both the investment and production tax credits to any carbon-free electricity source — not just wind and solar — and authorized them for as many years as it would take to cut emissions from the electric grid by 75%. It also offered developers increased tax relief, covering up to 70% of their costs if they used equipment from U.S. factories and built in designated low-income “energy communities.”
This combination of tweaks — the seemingly infinite timeline, the generous boost for domestic content — contributed to a boom in investment in new wind and solar projects in the U.S. and onshore manufacturing of the equipment to build them. But unbounded optimism gave way to uncertainty when Trump took office in early 2025 and pushed through the One Big Beautiful Bill Act, which cut short subsidies for wind and solar. Projects that begin construction on or after July 4 of this year are no longer eligible for the tax credits, though other carbon-free energy sources such as new nuclear reactors, geothermal plants, and energy storage systems remain eligible until 2033.
The effects of the tax credit cliff for wind and solar will not be noticeable right away. Developers have stockpiled solar modules and turbine parts and ordered custom transformers, strategies that will enable them to claim they have “begun construction” on projects before July 4, even if they haven’t broken ground yet. Wood Mackenzie analysts estimate that companies have safe harbored between 216 gigawatts and 240 gigawatts of solar capacity, and nearly 30 gigawatts of onshore and offshore wind capacity. It will take four to five years for the industry to work through this pipeline. Any slowdown during that time is more likely to be a result of Trump’s gauntlet of permitting challenges for renewables or community opposition than it is to come back to the lack of tax credits.
Post-2030, however, the picture is murkier. No one I spoke to for this story expects clean energy development to come to a halt. Solar is the fastest growing energy source in the United States, and with demand for electricity surging, that’s unlikely to change. Without the tax credits, however, solar projects may become more difficult to finance, and the energy they generate will cost more. According to market research by LevelTen Energy, a company that connects corporate clean energy buyers and sellers, developers expect average prices for power purchase agreements, or PPAs, to rise by 40% to 120%.
That’s a wide range, and these numbers are still hypothetical, as developers aren’t yet selling power from non-tax credit-eligible projects, Connor Valaik, a senior manager for energy marketplace transactions at LevelTen, told me. When I asked him whether corporate buyers will still be interested at those rates, he noted that PPA prices have already increased year over year due to tariffs and inflation, “and we still see really strong demand for PPAs.” What matters most is the price of a solar or wind PPA relative to the market price of power. If electricity demand continues to explode in the 2030s, as it is expected to, “that will push energy market prices up, which could buoy that value to buyers.”
When I started asking whether the clean energy industry itself would fight to bring the tax credits back, the responses I got were mixed. The developers I reached out to declined to comment. The American Clean Power Association sent an ambiguous quote from JC Sandberg, its chief policy officer, stating that it was “focused on delivering durable policies to support American-made clean energy.” The Solar Energy Industries Association repeated an earlier quote from its president and CEO, Tim Pawlenty, stating that “SEIA will of course consider any policy, including tax credits, that accelerates solar and storage growth.”
One staffer in the House told me there’s a split between bigger developers that don’t need the tax credits for their projects to be viable and smaller companies that do, which is making it difficult for the trade associations to take a position. Another staffer told me that while they’ve heard some in the industry argue that it would be better not to put a target on their backs by reinstating the credits, that is not the majority view.
Maya Gibbs, a senior policy advisor for clean energy deployment at the center-left D.C. think tank Third Way, said the industry has bigger fish to fry right now. “There’s better bang for our buck, so to speak, in reducing the structural and non-cost barriers that are getting in the way of projects,” she told me. That includes speeding up permitting and building more transmission. Even if Democrats win a trifecta in 2028, she said, she’d caution against trying to reinstate the credits on another party-line vote.
The biggest lesson from the IRA was that “for legislation to be durable, it needs to be bipartisan,” she said, “and I don’t anticipate enough Republican support for wind and solar tax credits to get that across the finish line.”
There is one corner of the clean energy industry that’s been vocal about its concerns: solar manufacturers. The tax credits — and specifically the bonus they offered for using domestic content — generated demand for U.S.-produced technology to an extent that reshaped the American solar manufacturing landscape. The United States now has enough solar manufacturing capacity to meet domestic demand two times over, much of which was built in the past four years.
The caveat to that statistic: Those new factories mostly assemble the final solar modules. The parts still come from elsewhere, primarily China. Manufacturers have only just started to onshore the rest of the solar supply chain, with just a small handful of factories currently operating or in development to produce cells, ingots, wafers, polysilicon, and other subcomponents. Manufacturers like Qcells, which is building some of that upstream capacity at its factories in Georgia, argue that it’s crucial to national security to diversify the supply chain away from China.
“We see domestic content as probably the most critical tool to supporting the factories that we’re investing in,” Marta Stoepker, the head of corporate communications for Qcells, told me. “Not having direct access at home to that technology opens a myriad of vulnerabilities from an energy standpoint. Until we can actually catch up, we need policies that are really, really proactive and aggressive to onshore.”
Tax credits aren’t the only option. Protective trade policies like tariffs on imported modules and anti-dumping duties have also helped. And Stoepker and Martin Pochtaruk, the CEO of solar manufacturer Heliene, both suggested that permitting reform could be another potential vehicle to support domestic manufacturing, for example by offering faster approvals to projects that use U.S.-made equipment.
The problem with that idea, Gibbs told me, is that it means adding additional administrative complexity to a policy that’s supposed to remove red tape.
Everyone I spoke to agreed that in the near term, the most important thing Congress could do to help clean energy is break down some of the non-cost barriers to development through permitting reform. Some, like Gibbs, were optimistic that a package could come together by the end of the year. She argued that both parties have learned they can’t afford to wait for the perfect deal. “Every single year of inaction on permitting reform means that less new energy gets built, and that’s higher cost for consumers,” she said.
Representative Jared Huffman, the ranking member on the House Natural Resources Committee, was less sure. He told me that as long as the Trump administration continues to shut down clean energy projects, “I don’t think Democrats can engage in a serious way with Republicans on permitting reform.”
When I reached out to Democrats in Congress, I asked them whether they still saw a need for solar and wind incentives, whether tax credits were still their favored mechanism, or if there were other ideas being tossed around. The response was nearly unanimous — they told me they were determined to restore the tax credits. “Bottom line, the tax credits worked and the U.S. saw a clean energy boom like never before,” Senator Ron Wyden of Oregon, who serves as the ranking member of the Senate Finance Committee, told me in an email. “So we need to put that framework back in place.” The only departure from that narrative came from a Hill staffer who told me there was a general lack of imagination in the Democratic caucus about where energy policy and climate policy should go next, hence the focus on the tax credits.
While nobody thinks restoration will be possible under Trump, some in Congress are already preparing for the next opening. Two Democrats in the House, Sean Casten from Illinois and Mike Levin from California, introduced the Energy Bills Relief Act in March, which would reinstate the credits, among other policies to support energy affordability. In an interview, Representative Levin told me he thinks it’s become “one of the consensus House Democratic blueprints for energy affordability.” The tax credits are “a tried and true way to incentivize people to build clean energy, for consumers to invest in clean energy,” he said.
For Huffman, who supports Levin and Casten’s bill, the tax credits aren’t necessarily about helping wind and solar compete. The point is to get off of fossil fuels faster. “If you believe the science that we are in a race against time to avoid tipping points that could make this planet unlivable,” he told me, “then I think you lean towards a more aggressive policy of speeding up this transition, and that’s where I fall.”
On Puerto Rico’s grid, West Virginia’s rare earths hub, and China’s trucking fight
Current conditions: Flooding from heavy rains in Ivory Coast and Ghana has killed at least 71 people so far • Barreling northwest of the Philippines, Tropical Depression Henry could strengthen into a storm by this evening • Philadelphia is roasting in 100 degrees Fahrenheit and bracing for thunderstorms as France and Paraguay prepare for Saturday’s World Cup knockout game.
On Wednesday afternoon, the Nuclear Regulatory Commission pitched two sweeping overhauls of the nation’s rules for building atomic power stations. The first proposal calls for replacing a radiation protection standard called As Low as Reasonably Achievable, or ALARA, with hard dose limits. “This rulemaking is raising the bar on clarity in our regulations. It is not lowering the bar on our safety standards,” Ho Nieh, the NRC chairman, told a small group of reporters on a call. “Dose limits for members of the public? They are not changing. We’re just really putting in clarifications on how to address doses below regulatory limits.” The second proposal expands the menu of options available to developers pursuing licensing through one of the NRC’s existing pathways, allowing some novel approaches to weighing the risk of certain technologies to factor into older processes.
The announcement came the same day the Department of Energy reached a milestone in its reactor pilot program. Launched last year, the program set a goal of three of its 10 participating companies building test reactors and splitting atoms for the first time by July 4. On Wednesday, the startup Deployable Energy, which is seeking to commercialize a 1-megawatt reactor, said it had reached criticality on its Unity test reactor at the Idaho National Laboratory, becoming the third developer after fellow microreactor companies Aalo Atomic and Valar Atomics to sustain a chain reaction within its reactor. “Yesterday, we accomplished a significant milestone on a timeline many thought was unachievable,” Secretary of Energy Chris Wright said in a statement. “Advanced nuclear technologies like Unity will help power the next generation of American industry, strengthen our energy security, and ensure the United States remains the world’s nuclear innovation leader.”
PJM Interconnection’s struggle to muster up enough electricity generation to meet surging demand from data centers and air conditioners is well known at this point. But the difficulty the nation’s largest power grid system has just predicting how much electricity it will need raises real concerns over whether PJM can keep the lights on. Between 4 p.m. and 5 p.m. ET today, demand for electricity in PJM Interconnection could top out at 166 gigawatts, according to the energy consultancy ICF. That’s roughly 10 gigawatts higher than PJM’s projected summertime peak of 156 gigawatts for all of this year. “Because PJM’s planning methodology relies on a rolling 30-year historical weather average, it operates under the assumption that the future will resemble the past,” ICF wrote in a memo. “This modeling creates systemic risk, underestimating the frequency and severity of future extreme weather events.” As Heatmap’s Matthew Zeitlin wrote last month, PJM territories such as New Jersey have seen average bills soar from about $91 to $140 over the past five years, while prices are up some 52%, per data from the Heatmap-MIT Electricity Price Hub.
In New York City, meanwhile, Mayor Zohran Mamdani has urged residents in the five boroughs to keep air conditioners set to 78 degrees to conserve electricity and avoid brownouts. “A stable grid means the AC stays on, and lives are saved,” he wrote in a post on X. “Let’s ease demand — and get through the heat — together.” New York’s statewide grid operator has warned for months that the zone that includes New York City and its surrounding suburbs is at risk of outages due to a gap between supply and demand that virtually matches the output of the Indian Point nuclear plant that shut down in 2021.

Of the $14.3 billion the federal government earmarked for the reconstruction of Puerto Rico’s grid, 75% of the funding remains unspent nearly a decade after Hurricane Maria laid waste to the U.S. territory’s electrical system. The Federal Emergency Management Agency alone is sitting on $8.4 billion, and just 400 of the 16,000 miles of transmission and distribution lines that were slated for tree trimming have had overgrown vegetation cleared. That’s all according to the findings of a new report from the Government Accountability Office, an independent federal watchdog within the government. One bright spot for Puerto Ricans has been the success of residential solar panels and batteries in supplying power during frequent outages. But the report notes that the Energy Department canceled up to $350 million in grants for installing solar panels on the homes of disabled and low-income Puerto Ricans. “The GAO report confirms what we’ve been saying for months: This administration’s shortcomings and the lack of coordination among all stakeholders have delayed the disbursement of funds,” Representative Pablo José Hernández Rivera, Puerto Rico’s resident commissioner, a nonvoting delegate to the U.S. Congress, said in a statement. “Puerto Rico needs less division and excuses and more teamwork with results.”
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Last year, Wyoming, the country’s top coal-producing state, announced that its first new coal mine to open in decades would also produce rare earths. Now West Virginia, where the waning coal industry nevertheless remains a central part of the culture and economy, is getting in on the rare earths game. On Wednesday, an investment company led by the Trump administration’s former critical minerals czar unveiled plans to develop a new hub for refining rare earths out of ore in Rupert, a tiny mountain town in southeastern West Virginia. The project is being developed by the White House and led by Drew Horn, who worked as an adviser to the Energy Department and the Office of the Director of National Intelligence during Trump’s first term. Described as a “partnership,” the deal includes the Houston-based rare earths refiner Flash Metals USA, the industrial giant AmForge, and the Greenbrier Smokeless Coal Company, which already operates a metallurgical coal mine in Rupert.
“The initiative is backed entirely by private investment — not state government subsidies, taxpayer funding, or state incentives,” GreenMet, the investment company leading the project, said in a statement. “Instead, private investors recognized West Virginia’s abundant natural resources, skilled workforce, and strategic advantages, committing approximately $150 million to launch this first-of-its-kind processing hub.” While the future refineries aim to extract traces of rare earths left behind in coal mine waste, the project has already secured deals to buy more ore from Greenland, Canada, and Cameroon to beef up its output.
There was once a time when hydrogen fuel cells seemed like a serious rival to lithium battery packs as the energy source to power future passenger vehicles. But over the past decade, battery-powered electric vehicles won the market as prices came down and the infrastructure for buying hydrogen fuel lagged. Still, the limits of batteries — which are already very heavy in passenger cars, and weigh multiple tons when large enough to propel trucks — to affordably power tractor-trailer trucks seemed to leave the heavy-duty vehicle market open to hydrogen. But an article in the in-house magazine of Sinopec, China’s state-owned oil company, now calls into question hydrogen’s future in trucking in the People’s Republic, which has one of the most built-out networks for using the technology anywhere in the world. “In the past, it was generally assumed that electric vehicles would replace gasoline and hydrogen vehicles would replace diesel,” the Mandarin-language article reads, according to a translation I ran through Claude. “But with advances in EV technology and the development of charging and battery-swapping infrastructure, the traditional hydrogen vehicle scenarios of ‘medium-to-heavy loads and long range’ are now also trending toward being taken over by battery-electric heavy trucks.”
Meanwhile, in the inland Henan province, a pair of deep geothermal wells were connected to create a closed-loop system. The wells, dug nearly 11,500 feet deep, reach a temperature of nearly 245 degrees Fahrenheit. Once completed, the wells will be part of seven separate systems designed by developer Wanjiang New Energy to provide district heating. The technology, Think Geo Energy noted, “unavoidably draws comparisons to the closed-loop geothermal technology designed and built by Eavor Technologies,” whose CEO Mark Fitzgerald joined Heatmap’s Shift Key podcast last year.
Build Your Dreams? More like Beat Your Deliveries. Chinese auto giant BYD delivered 557,090 fully electric vehicles in the second quarter of 2026 — trouncing the roughly 400,000 deliveries Tesla is expected to report for the same quarter, according to Electrek. We’ll find out later today when Tesla announces its latest earnings.
Plus, Google and Amazon report on what hyperscaling has done to their emissions.
There’s an interesting new report out today from the progressive think tank Groundwork Collaborative that makes a case for how Democrats can harness the artificial intelligence and data center boom to help the power grid — while also cutting costs for electricity customers.
But first, some news. We’ve known for some time now that artificial intelligence is transforming America’s biggest technology companies, turning them into major energy consumers and even quasi-industrial firms. Now we have even more evidence that it’s driving up their carbon emissions, too.
Google and Amazon released their annual sustainability reports yesterday, and both show huge surges in their energy use and climate pollution. Google’s greenhouse gas pollution grew by 18% last year, its largest year-over-year jump on record, and its energy use leapt by 37%. The company’s energy use rose by more than a quarter last year; it now uses roughly 3.5 times as much energy as it did before the pandemic.
Amazon’s climate pollution, meanwhile, increased by more than 16%, surging by the equivalent of more than 10 million metric tons of carbon dioxide. Emissions from its purchased electricity increased 34% since last year. If you feel like you’re seeing more Rivian-made Amazon delivery vans on the road, you’re not wrong: The company claims it deployed an additional 21,000 last year.
What’s driving this surge? The AI boom, of course. “Our AI infrastructure buildout is currently accelerating faster than the grid is decarbonizing,” Kate Brandt, Google’s chief sustainability officer, said in a statement.
What to do about it? That’s what Groundwork’s report is about.
“How do we bring down costs now? How do we bring down costs in the long term? And how can we make those two things mutually reinforcing?” Grayson Flood, the report’s author and a former policy adviser to Representative Alexandria Ocasio-Cortez, told me. “We wanted to be pretty direct about addressing what we see as a broken incentive structure within the system, particularly for interregional transmission.”
The report outlines a few novel ideas about how to lower prices immediately, in part to get through a coming multi-year “crunch,” during which the power grid in some regions will be maximally constrained while utilities work to bring new power plants online:
The report also imagines several policy ideas to help build out the grid. One of them is a Grid Trust Fund, a new federal bank account funded through an excise tax on data centers and other large electricity loads.
The government has often turned to funds like these to support infrastructure that creates a natural monopoly at national scale, Flood said. “The interstate highway is the most notorious example, but you can look at airports, you can look at seaports — they have these types of trust funds. There’s a lot of precedent for this in the tax code, and they tend to be financed with excise taxes on some sort of corresponding usage of the infrastructure.”
Under his scheme, the new excise tax would fall on big power users like data centers or crypto miners that don’t generate many permanent local jobs — in other words, aluminum smelters, steel mills, and semiconductor fabs would be exempt from it. But even just taxing electricity for large loads at 1 or 1.5 cents per kilowatt-hour, he said, could throw off more than $100 billion in a decade. That money could then be used to fund new transmission projects, technical assistance for utilities, ratepayer relief, or economic development.
That trust fund would be partly overseen by a National Power Authority, a new government corporation modeled on the Tennessee Valley Authority or the Energy Department’s existing power marketing administrations. This authority would have limited powers and would be partly inspired by Texas’ successful effort to centrally plan transmission lines in order to expand its electricity market.
The new authority would plan and develop interregional transmission, linking far-flung regions of the country to create new power markets. It would also have the power to build new 24/7 zero-carbon electricity power plants with high up-front capital costs, such as new geothermal projects, offshore wind farms, or nuclear plants.
“People talk about the power grid as a platform,” Flood said. But “right now, the grid is not functioning as a backbone and platform, it’s functioning as a bottleneck.”
The goal of the report, he said, is to ask: “How do we build [the power grid] as a backbone to support the growth of private markets, whether that’s in renewable energy generation, or an AI data center, or a new hospital that’s showing up?”
It’s an interesting document. Many energy wonks have proposed plans to shift some of the costs of expanding the electricity system out of the ratebase — that is, out of customers’ power bills — and onto the tax base, which is funded in a more progressive way. (I recently argued for a national, publicly funded grid buildout in The New York Times.) The new Groundwork report, in essence, tries to reframe those ideas for an era of populist politics — and one in which Americans are suspicious of data centers, as Heatmap’s polling has shown.
In its fusion of populist and pro-growth attitudes, this new set of proposals reminds me of New York City Mayor Zohran Mamdani’s attempt to freeze the rent for some tenants while passing major supply-side reforms allowing new housing construction. That effort has won Mamdani praise from many housing advocates in New York (even as some remain dubious about his de facto rent freeze). Whether that kind of politics works at a national level remains to be seen.