You’re out of free articles.
Log in
To continue reading, log in to your account.
Create a Free Account
To unlock more free articles, please create a free account.
Sign In or Create an Account.
By continuing, you agree to the Terms of Service and acknowledge our Privacy Policy
Welcome to Heatmap
Thank you for registering with Heatmap. Climate change is one of the greatest challenges of our lives, a force reshaping our economy, our politics, and our culture. We hope to be your trusted, friendly, and insightful guide to that transformation. Please enjoy your free articles. You can check your profile here .
subscribe to get Unlimited access
Offer for a Heatmap News Unlimited Access subscription; please note that your subscription will renew automatically unless you cancel prior to renewal. Cancellation takes effect at the end of your current billing period. We will let you know in advance of any price changes. Taxes may apply. Offer terms are subject to change.
Subscribe to get unlimited Access
Hey, you are out of free articles but you are only a few clicks away from full access. Subscribe below and take advantage of our introductory offer.
subscribe to get Unlimited access
Offer for a Heatmap News Unlimited Access subscription; please note that your subscription will renew automatically unless you cancel prior to renewal. Cancellation takes effect at the end of your current billing period. We will let you know in advance of any price changes. Taxes may apply. Offer terms are subject to change.
Create Your Account
Please Enter Your Password
Forgot your password?
Please enter the email address you use for your account so we can send you a link to reset your password:
On America’s Great Corridors of Commerce, Texas geothermal, and North Dakota carbon capture

Current conditions: Just a week after Tropical Storm Lala devastated the Big Island, a new tropical rainstorm is barreling toward Hawaii, threatening more flooding, strong winds, and choppy seas by this weekend • Forecasters reduced their estimates for the number of storms in this year’s Atlantic hurricane season as a particularly powerful El Niño’s effects ripple out from the Pacific and stir up winds that prevent hurricanes from forming • The air quality index in Kuching, Malaysia, hit 175, making the capital of Sarawak state the most polluted major city in the world this week as winds carry smoke from peatland and forests in neighboring Indonesian Borneo.
Data centers’ appetite for gas-fired electricity could, after years of flatlining and even declining, send emissions from the United States’ power sector soaring by at least 20%. That’s according to a new analysis by Bloomberg. Developers have proposed building at least 99 bespoke gas plants across the country that would, if run to industry-standard rates, emit about 318 million metric tons of carbon dioxide per year. Given that the whole U.S. electric power sector emitted about 1,485 million metric tons of carbon last year, this one sliver of the data center industry’s infrastructure could spike the electrical industry’s emissions by as much as a third. Not every plant is likely to be built. But the scale is growing. Just weeks after Amazon confirmed plans to back construction of the nation’s largest power plant, an off-grid gas-fired facility to power a major data center complex in Pennsylvania, OpenAI and Nvidia backed a proposal for an even bigger station in Ohio. As my colleague Robinson Meyer put it earlier this week, we have entered the “era of the gas mega-plant.”
The new estimate comes as more candidates for statewide office build campaigns around opposing data centers. The latest is Aaron Ford, Nevada’s attorney general and a Democratic candidate for governor, who vowed Wednesday to “pause tax breaks” for data centers if elected.
The Trump administration has launched an effort to fast-track permitting of data centers and utility infrastructure along federal highway and railway corridors. This week, the Department of Transportation took the first step to establish what it dubbed America’s Great Corridors of Commerce, along which the agency “will build, in record time, a new backbone for the world’s strongest economy.” In a public notice posted to a federal website Tuesday, the Transportation Department said the potential policy changes would aim to “drastically accelerate the siting, permitting, and financing of linear utility infrastructure projects, including electrical transmission lines, water pipelines along highways, pipelines along railways, fiber optic, and rural broadband.” The zones will also “incentivize data centers, manufacturing facilities, and distribution hubs to locate close to” the corridors “to leverage a ‘plug and play’ model for easy connectivity to new utility corridors.” The proposal, which is currently only a request for information before a September 12 deadline, would also “reduce administrative burdens” for state transportation agencies and railroads “giving them the vital technology backbone — from Wi-Fi and safety systems to intelligent transportation systems — needed to build the connected, intelligent transportation networks of tomorrow.”
If you want proof things can in fact get built, look — perhaps counterintuitively — to clean energy. Despite the Trump administration’s best efforts to curtail development of renewables, new data from S&P Global Energy shows that clean power is booming in America. The U.S. is on track to add a record 45 gigawatts of clean power this year — equal to the average electricity demand of all of Turkey. “There was a campaign promise to go against renewables, but at the same time they’re realizing that you can’t do without it,” Izzet Bensusan, chief executive of the energy investment firm Captona, told the Financial Times. “I don’t see a world where power demand is flattening out.”
Next-generation geothermal technology first debuted in the U.S. in 2013, when Ormat — the company I once embarrassingly called the “unc” of geothermal — completed a 1.7-megawatt demonstration project at a site in western Nevada. A decade later, Fervo Energy — the hot rock sector’s hottest new stock — started up its 3.5-megawatt, Google-backed demonstration plant in northern Nevada. Now one of Fervo’s closest rivals, Sage Geosystems, has joined the list. On Wednesday, Canary Media reported that the company had begun producing power at its 3-megawatt Texas pilot plant in April. Like Fervo, Sage is using the same horizontal drilling and fracking technology that transformed America into the world’s top producer of both oil and gas. Cindy Taff, the chief executive, spent decades at the helm of Royal Dutch Shell’s fracking division. For a refresher on how the technology works, I recommend this 101 explainer my colleague Matthew Zeitlin wrote last summer.
Sign up to receive Heatmap AM in your inbox every morning:
The Trump administration is doing all it can to keep coal-fired stations from retiring, even funding construction of the first U.S. new coal plants in over a decade. But an electrical cooperative in North Dakota is thinking about how to keep a coal-fired plant open even if a future White House looks to crack down once again on emissions. On Wednesday, the North Dakota Monitor reported Minnkota Power Cooperative had inked a deal to work with a carbon capture and storage developer to revive a long-stalled project. The state’s Clean Sustainable Energy Authority recommended approving a combined $205 million in loans for the partnership between Minnkota and Reliant Carbon Capture & Storage. The state industrial commission — to which the sustainability agency, established in 2021, reports — will have final approval.
Canada’s largest oil producers, meanwhile, told Reuters they plan to make a final investment decision on a sweeping carbon capture project called Pathways in Alberta by the end of next year.

Taiwan’s long-stalled offshore wind buildout was supposed to justify the self-governing island’s shutdown of its nuclear power stations. Yet the Taiwanese successfully constructed less than 5 gigawatts of offshore turbines before powering down the last reactor. That put the country at a deficit since the atomic stations once provided more than 5 gigawatts of power, and left a place widely considered to be at risk of a Chinese invasion in the coming years more reliant on imported fossil fuels. But Orsted is now stepping up to build more turbines. On Wednesday, the Danish giant announced plans to develop a new 2-gigawatt project off Taiwan. The project is the larger, second phase of the Dadu plant the company is already developing, according to offshoreWIND.biz.
Deforestation and aquaculture across Southeast Asia’s fast-growing economies have destroyed mangroves at an alarming rate. But here’s some good news: Even more new mangroves are growing back in other parts of the world. Global mangrove cover has increased over the past 40 years, with a net gain of 47,720 hectares, or about 185 square miles between 1985 and 2025. That’s according to a new tally by Global Mangrove Watch, a project at Aberystwyth University in Wales. Indonesia has lost nearly 800 square miles of mangrove since 1985, and Myanmar, Malaysia, and Nigeria record significant declines. Australia, India, and the Philippines, by contrast, saw growth. “The overall increase in mangrove cover is encouraging, but it also shows that progress is uneven, with some regions continuing to experience significant losses,” Pete Bunting, a researcher at Aberystwyth University whose work was part of the study, said in a press release. “The findings also highlight the complexity of mangrove change, with gains in some areas linked to both restoration efforts and natural processes.”
Log in
To continue reading, log in to your account.
Create a Free Account
To unlock more free articles, please create a free account.
Talking with National Grid’s Matthew Satterwhite about his new report with S&P Global.
This week’s conversation is with Matthew Satterwhite, head of U.S. policy for National Grid. This week National Grid released a report in collaboration with S&P Global I found noteworthy amidst the data center backlash, asserting that building new transmission lines can potentially reduce consumer costs. I reached out asking if we could chat about how this argument leans into the fight over hyperscale infrastructure. I found our conversation illuminating and educational.
The following Q&A was lightly edited for clarity.
Why did you make this report?
It’s all focused on our customers. We’re always looking to find ways to make sure we can provide our service in the most affordable way possible, the most efficient way possible, and we always think of transmission, but it’s fallen out of favor recently. There’s so much demand with large loads, data centers, advanced manufacturing, reshoring. There’s such a need, and a lot of the debate has been focused on what we need on the generation side. We think transmission is an answer, as well.
We focused on what we have control over — since we’re in deregulated states, the only generation we’re doing is to help states reach their renewable goals. It’s a real page-turner. We really get to the core of everything.
Can we lower customer bills with transmission? This report actually showed us that’s a good investment and helps with the resource adequacy and the constraint problems we have in the Northeast. You can bring cheaper electricity in.
With respect to concerns for everyday consumers, how much do you feel like new transmission might alleviate ordinary Americans’ concerns about rising energy prices?
When you look at the demand that’s coming, the projection is that by 2035, we’ll have to add 45 gigawatts, currently. We’re on that path right now. Transmission alone isn’t going to meet that, but the question is, how do we temper that down? What do we do as National Grid to help alleviate the need for all that demand? Can we get that somewhere else rather than in the region by building generation? It's a different version of all of the above. It’s not a generation single answer or a transmission single answer. We think transmission is a big part of that.
This also allows you to bring in cleaner energy from other places. The more robust the network is, you can have energy in different places and bring that in. It replaces the need for some of the generation to be built and pays for itself by creating a cheaper return for customers adding this.
How much of the data center backlash is affecting your transmission project planning calculus? How is it changing what lines are built in the country?
We’re focused on how we can provide the cheapest service for our customers and physics. It’s science and long-term planning. We don’t have the luxury — we can’t follow, this month we’re thinking something, someone got mad, and so we’re thinking something else. We study a lot of science and physics to figure out how to build the grid.
Do you feel like the average Joe Schmoe American sees transmission as making their life less expensive and making their electricity more reliable?
I think there’s frustration and a lack of understanding about the industry overall. There’s fear of the unknown. Are data centers really driving everything that’s happening? That’s where I think, with reports like this, the benefit of it will be that people will read this and see there’s other things we can do to address the load that we need, something different than building a bunch of generation plants.
How do the question marks around whether data centers get built affect transmission planning? How much harder is the backlash making your job?
It’s a science question. Do we do a bunch of work and then nothing happens? That’s why states put their policies out. There’s multiple studies you go through with a region and with a utility. I think that’s one reason why you see states slowing down, to make sure the policy is in check so people don’t do work they don’t need to do. It’s about having the policy to make sure, if you’re studying something, you’re doing it with a purpose.
Plus more of the week’s biggest development fights.
1. Clark County, Nevada – The first data center approved on federal lands has hit a legal brick wall.
2. Jackson County, Missouri – We have yet another high-profile case of a city councilor losing their job over voting for a data center, and this one’s a doozy.
3. Utah – What’s it take for the Bureau of Land Management to approve a big transmission line for zero-emission energy generation these days? Geothermal, baby.
4. Huntsville, Alabama – You can’t even build a tiny battery storage facility in the middle of Alabama anymore.
Where temporary moratoria could happen next.
Brace yourself for more statewide data center moratoria.
So far there are only two full state-wide blocks on data center permits, in New York and Texas. At least fifteen states have moratorium legislation in the pipeline, but few if any of those bills stand a chance of becoming law in the short term. Here are five states, however, where a broad development pause may gain momentum in the next year or two — and all of them are crucial to watch this November.
If you blinked you may have missed it: New Hampshire Governor Kelly Ayotte, a Republican, said she wants to enact a statewide data center moratorium.
Ayotte first came out in support of a pause last month at a Rotary Club meeting, declaring, “It does not make any sense at all to site a data center in New Hampshire.” She also reportedly plans to include a moratorium proposal in her upcoming 2027 fiscal budget. New Hampshire’s legislative sessions occur in the first half of the year, so we won’t see action on a moratorium bill this fall. But Ayotte’s statements suggest the Granite State — which is controlled by the GOP — could pivot to a pause very soon.
New Hampshire has very few data centers. Like, almost none. Only two project fights exist in the Heatmap Pro database, both in Portsmouth, and each has been canceled amidst opposition. Ayotte’s remarks were prompted by the fight against a hyperscale project being studied in the small town of Bow at a former coal plant that closed in late 2025.
None of this should surprise anyone familiar with New England NIMBYs. A New Hampshire moratorium also makes sense given the state’s proximity to Maine, which almost had one of its own. Ayotte, who is up for re-election this year, is likely looking at the political fortunes of Governor Janet Mills and trying to avoid potholes ahead of a likely blue wave hitting her state.
This week, Arizona Attorney General Kris Mayes, a Democrat, came out in support of a statewide data center moratorium.
Mayes told Arizonans in a public statement on Monday that she wants to avoid undue strain on the electric grid and adding to the burden of water cuts led by the Trump administration. Phoenix, where opposition grows by the day, seems to be the primary reason. This shouldn’t in any way be a surprise given the backlash to these projects, which in Arizona’s case is rooted in legitimate water security concerns.
One of the first high-profile data center conflicts I ever learned about was in Arizona: Project Blue, which had to move on from the city of Tucson after officials voted it down last summer. That led Amazon to bail from the facility, though it’s still under development elsewhere on county land. Locals are deeply concerned about the water impacts.
Ordinarily an attorney general wouldn’t have any sway on legislative or executive policy, but the state is already quite receptive to restricting data center development. Governor Katie Hobbs has enacted a three-year pause on tax abatements for data centers, and in response to requests for comment on Mayes’ statement, has told media she’s working on more policies targeting the sector. Hobbs has said she will do more in the following legislative session, but it’s not clear what.
The real decisive action here is probably going to be legislation, and that will depend on the reception any moratorium finds with Republicans in the state legislature, which is typically split in this purple state. The Arizona GOP is quite pro-industry, and Mayes’ opponent in her race for re-election opposes restricting data center construction.
You really should get to know the name Cindy Holscher for the next two months.
Holscher, a state senator, won a surprise upset victory in the Democratic gubernatorial primary this year, and currently sits within a one-point margin of her Republican opponent. How’d she get the nom? By calling for a statewide data center moratorium. “It reminds me of when the automobile manufacturers had to put seatbelts into their cars,“ Holscher told MSNOW after she won the primary. “We as a people and as a state just need to make sure there are guardrails in place.”
Kansas politics are weird. The state is best known as a conservative ideological bastion that’s pro-business. Full Republican control of the Kansas government during the Obama era led to significant social services cuts most closely associated with former Governor Sam Brownback. But after that, Kansans seemed to like moderate Democratic governors, electing Laura Kelly in 2022. Kelly is now term limited out of office.
Kansas already has a colorful patchwork of local data center and renewable energy restrictions. Land use is a big deal in this agricultural behemoth. Should Holscher win in a blue wave year, she would have a mandate to enact a statewide moratorium. Still, Republicans control the legislature, and that’s unlikely to change. My major questions are, should Holscher win, would the GOP in state government listen to Holscher’s request? Or can she do this through the executive branch?
Politics nerds are obsessing over Ohio right now. There, Trump acolyte Vivek Ramaswamy is neck-and-neck in the polls for governor with a Democratic candidate who backs a “conditional” data center moratorium: Amy Acton.
What’s a conditional moratorium? It’s in the eye of the beholder, really. Technically speaking, Governor Josh Shapiro instituted a conditional moratorium in Pennsylvania, where data center projects cannot get permits unless they meet very specific standards set by the governor himself. Shapiro did it through executive action, but in this case, it’s unclear whether the moratorium will be codified through that process or through law.
Should Acton win — or if former Senator Sherrod Brown defeats sitting Senator Jon Husted in the U.S. Senate race — I anticipate major legislative action on data centers in Ohio. Republicans there have essentially permanent control of the state legislature, and they’ve historically been pro-data center. But the freakout over opposition to artificial intelligence and hyperscalers in the senate race specifically has spooked national Republicans, who think it provided the opening Brown needed to potentially win back his seat. Acton and Brown’s political fortunes appear to be wedded to one another, linked to a general angst in the American public.
Every top 5 list needs a wild card, and mine is Oklahoma.
Currently, there’s minimal risk of a data center moratorium. I might’ve had this state higher on my list had Gentner Drummond won the runoff for the GOP gubernatorial primary, given his proclivity to side with anti-renewables activists who also oppose data centers. Instead, likely future governor Mike Mazzei is running on a more moderate, Trump-friendly approach to data centers centered on maintaining industry growth while protecting ratepayers from new infrastructure costs. His opponent, Cyndi Munson, supports a one-year moratorium.
I consider Oklahoma’s odds of having a data center moratorium about equal to the chance of a statewide wind energy ban. Momentum for anti-wind legislation began in the state legislature, and I expect the same to happen with data centers. But unlike the wind industry, which has enormous power in the state, data centers are still a nascent industry. This is a place that may take about two or three years to manifest full cultural upheaval over these projects.