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On American nuclear, a labor union record, and climate tech’s resurgence

Current conditions: New England is bracing for a series of severe thunderstorms this afternoon with the potential to cause widespread damage from winds and flooding • A firefighting helicopter crashed while battling Colorado’s Gold Mountain Fire, killing the pilot • Temperatures in Delhi, India, are nearing 100 degrees Fahrenheit today.
Dubai is planning to build a new port and container terminal on the United Arab Emirates’ east coast in a bid to circumvent the Strait of Hormuz and neuter Iran’s ability to leverage its control of the waterway toward geopolitical ends. On Monday, the Financial Times reported that DP World, the logistics giant and port operator based in the glitzy Emirati megacity, was working on a new port in the coastal area of Fujairah. The company’s Jebel Ali hub, located near the contested maritime route, has long served as “Dubai’s crown jewel.” But the newspaper said “shifting some of the port’s capacity outside Dubai marks a seismic change for the emirate, which has established itself as a global trade and finance hub partly off the back of Jebel Ali’s growth.” After all, activity at the port nosedived by as much as 95% after the United States and Israel began bombing Iran in February.
Meanwhile, the war appears to be back on. After resuming mutual attacks last week, President Donald Trump said Monday the U.S. would reinstate its blockade of Iran’s ports. “The U.S.A. will be, from this point forward, known as ‘THE GUARDIAN OF THE HORMUZ STRAIT,’” Trump wrote in a post on his Truth Social network.
With the world’s largest fleet of nuclear reactors, the U.S. has the capacity to pump out about 97 gigawatts of atomic energy. If every project now waiting in the pipeline goes forward, the country could nearly double that total capacity. A new analysis by the Breakthrough Institute, a think tank, found that the U.S. has 74 gigawatts of projects in various stages of development. “While it is unlikely that all of that capacity will ultimately be built, if even a fraction of it is deployed it would mark a historic turnaround for the U.S. nuclear industry,” Joy Jiang, an analyst at the Breakthrough Institute who authored the paper, wrote in a blog post. And more appears to be coming: New Jersey Governor Mikie Sherrill signed a bill Monday that creates a new procurement process for building a new nuclear plant in the state.
In Belgium, meanwhile, the government just approved nearly $12.5 million in funding for eight nuclear energy research projects as Prime Minister Bart De Wever seeks to reverse his country’s previous phaseout policy. On Monday, NucNet reported that the government wanted to restore nuclear power to its “rightful place” in the Belgian energy mix.
The International Brotherhood of Electrical Workers, or IBEW, added a record 30,000 new members so far this year, up from 24,000 a year ago. The milestone, announced Monday in a post on X, highlights a looming challenge for Democrats who are embracing the populist wing of the party’s calls for a moratorium on data center construction, no doubt a large part of what’s led to the recent hiring boom. “The building trades unions that the left’s major decarbonization agenda revolves around putting to work are further alienated by data center rejection (instead of regulation),” Fred Stafford, the pseudonymous socialist energy researcher and Heatmap contributor, wrote in a post on X. Still, the political dynamics are hard to pass up for left-wing candidates and advocacy groups. As Semafor reporter David Weigel wrote on X, moderates worry that coming out against a data center will activate opposition spending from the AI industry’s political action committees. “No such worries on the left, which wasn’t getting that money,” he wrote.
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Turkey is building its first nuclear plant and billions of dollars of new hydroelectric dams. But that doesn’t mean wind and solar don’t have a part. On Monday, Renewables Now reported that, over the weekend, the Turkish Ministry of Energy and Natural Resources published announcements for nearly two dozen renewable energy tenders scheduled for this year, with a target of deploying 2.4 gigawatts of new projects.
Shortly after the 2024 presidential election, Heatmap’s Katie Brigham declared “the death of ‘climate tech.’” By that, she meant that the incoming Trump administration would kibosh use of that two-word phrase to describe next-generation technologies that could generate power without emissions or reduce the impacts of global warming in other ways. But the sector is mounting quite a comeback. In the first half of this year, the global climate tech sector notched its busiest six months on record. A Bloomberg write-up of a new analysis by the market research firm Currence identified 153 transactions in the first half of 2026. That’s an eye-popping 70% hike from the same period last year.
It’s been 36 years since the signing of the Americans with Disability Act, yet the country remains tragically inaccessible to people who use wheelchairs, walkers, and canes. (For a disturbing account of just how bad things are in the nation’s largest city, listen to this old “This American Life” episode about lawyer and advocate Britney Wilson’s struggle to use Access-a-Ride, New York City’s para-transit provider.) It’s a problem Tesla aims to change. The auto giant is building a wheelchair-accessible self-driving taxi. But Electrek cautioned that Tesla “gave no timeline, no vehicle, and no details, and it’s not clear the ‘active product’ is anything more than the Robovan it unveiled nearly two years ago.” Nevertheless, I’d welcome its entry to the roads.
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Rep. Jeff Van Drew was defeated by ... another wind opponent.
Democrat Zack Mullock unseated Representative Jeff Van Drew, one of offshore wind’s biggest foes, on Tuesday night in the race for New Jersey’s second district. But while Mullock is a fan of renewable energy, he’s still a man of the south Jersey shore — and unlikely to be a champion for turbines off his coast.
District 2 encompasses the entire lower quarter of the state, covering six coastal counties from Atlantic City down to the tip of Cape May and around to the Delaware Bay. The area is a hotbed for offshore wind opposition, where groups like Protect our Coasts NJ have filed legal challenges against almost every wind project proposed in the region.
After heading to Congress in 2019, Van Drew, who was previously a Democrat, switched parties and became a key ally to this movement. He called for a moratorium on offshore wind development, held hearings on offshore wind “industrialization”, and requested that the Government Accountability Office investigate the industry. He also worked with the Trump administration to block projects that were under construction.
During a debate in late October, Mullock accused Van Drew of flip flopping on wind, arguing that the congressman was a staunch supporter of the industry during his decade-long tenure in the New Jersey legislature. Mullock, who is currently serving his second term as mayor of the city of Cape May, summed up his own position by citing a resolution he signed in 2023 calling for a moratorium on surveying and acoustic testing for offshore wind development pending an investigation into a spate of whale deaths. He signed it due to “concerns” about the environment and commercial fishing, he said.
“I believe very much in our future with renewable energy,” he said. “We need to go full steam ahead with solar panels. And yes we should do wind where it is appropriate, where it doesn't hurt our environment and it doesn't hurt our commercial fishing industry.”
Mullock’s campaign website says he supports federal investments in renewable energy and incentives for energy-efficient homes. He also wants “stricter enforcement of the Clean Air Act and the Clean Water Act,” and to fund coastal resiliency and other “smart infrastructure” projects that protect against climate impacts. He also campaigned in support of a data center moratorium.
Early signs point to a rough election for AI infrastructure.
We’ve seen enough: If this was the data center election, it was a really bad night for the industry.
Democratic campaigns and their affiliated Super PACs spent bigly on data center-themed attack ads. The ads came in various flavors. Some ads painted a vote for tax cuts as aiding data center developers. Others brought up candidates’ previous support for data centers or stock the candidate may have held in the tech industry or AI infrastructure developers. As Election Day approached, the data center industry sought to bat back claims that their sector’s poor reputation with the electorate would sway the results. People may have soured on their industry, they argued, but people weren’t going to vote based on that position.
Results are still coming in, but so far congressional races heavily featuring these data center attacks are heavily going in Democrats’ favor. In addition, these races have so profoundly shifted that it’ll be challenging for the industry to argue they played no role in the outcome.
Some of the most illustrative examples are obvious. In Georgia, Democrat Keisha Lance Bottoms campaigned on a statewide data center moratorium and won control of the governor’s mansion, becoming the first black woman to ever lead a U.S. state. Similar results in Ohio where Amy Acton flipped party control of the governor’s seat with a campaign that included going hard against data centers. In Pennsylvania, two Democrats who focused on data centers in their races have flipped Republican districts: Scranton mayor Paige Cognetti and firefighter Bob Brooks. In New Jersey, Cape May mayor Zack Mullock rode data center attacks to defeat Rep. Jeff Van Drew, the biggest opponent of the offshore wind industry. In Virginia, Democrat Shannon Taylor rode data center-laden attacks to take control of the Richmond area congressional seat from Rep. Rob Wittman.
If you’re arguing this election was decided by data centers, your best proof point: Democrat Gina Hinojosa has taken control of the governor's mansion in Texas, defeating incumbent Greg Abbott, who’d sought recently to take a hard line against the industry. Hinojosa ran on going further, calling to pass a law completely pausing data center development across one of the industry’s favorite states. She won a decisive victory. So did Democratic Texas Agriculture Commissioner candidate Clayton Tucker, who I explained months ago became one of anti-data center Facebook’s favorite online personalities.
But it makes sense that data centers would matter a lot in Texas, which could be compared to Virginia in terms of their buildout. When you inspect the election results more closely, they tell a more complicated story about the upper boundaries of these data center attacks.
For decades, Greenville and Spartanburg County have been GOP vote strongholds and reliable for both Republican congressional candidates and statewide campaigns. The congressional district gave Donald Trump at least a 20-point cushion in the 2024 presidential election, according to Decision Desk HQ. Last week, I explained for subscribers to The Fight how Courtney McClain, a novice candidate living one mile from a controversial data center proposal, was running against incumbent Rep. William Timmons. I couldn’t find much in the way of online ad spending on either side in this race and it’s never been on the radar of most political observers as a campaign that could somehow flip party control. But the data center debate in Spartanburg County has been immense.
Tonight, Timmons kept his ordinarily ruby red district by slim single digits after running even for most of the night. But this swing was essentially the same as the national margin. And because Timmons didn’t lose, this actually feels like a crucial distinction – data centers were not deciding races themselves in all cases. Democrat Annie Andrews defeated Republican Darlene Graham in a result driven by Democratic overperformance and GOP underperformance in this area, but it’s challenging to tie this result to the data center issue at all. Anything from the economy and the Iran War to Graham’s deceased brother and his baggage could be blamed for this result from this heavily evangelical region.
However, it will be challenging for the data center sector to differentiate themselves from this outcome, especially since a pro-data center Super PAC – Building the Future – publicly waded into the race in support of Graham only to lose. “Darlene Graham’s loss is a black eye for the data center industry,” wrote Teddy Schleifer of The New York Times on election night.
The same story played out in Georgia’s 1st district, which includes the city of Savannah. OpenAI is developing a controversial data center project in Effingham County, northwest of Savannah and the congressional race – which like South Carolina’s 4th had comparatively little spending – has been chock full of data center mudslinging, with the Democrat Amanda Hollowell calling for broader moratoria on development.
Effingham County went for Trump by almost 50 points in 2024. As of this story’s publication, the Republican, Jim Kingston, is winning by a single percentage point with 93% of the vote in. Most of what’s left is in Effington. Should this candidate win, it’s safe to say it’s because voters in this county looked past data centers, or did not link their vote for a national candidate to the local development.
On Election Night, Effingham County formally tabled any decision on the OpenAI data center. So at least on the ground level, people are paying close attention to these results.
After taking two seats in a special election last year, the party gained a third in the midterms.
Democrats claimed two seats on the Georgia Public Service Commission in a special election last year, ending almost 20 years of unanimous Republican control over the regulator.
One of those winning Democrats, Peter Hubbard, ran again this year for a full six-year term in a rematch against Republican Fitz Johnson. The other open seat this year saw Sheila Edwards running in an open race against Republican Josh Tolbert.
Both Hubbard and Edwads won, securing a 3–2 Democratic majority on the Public Service Commission.
“Over the last 12 months, Georgian consumers have made one thing clear: They are tired of rising utility bills and they are hungry to see change. Georgia’s sea change moment for energy policy has arrived,” Charles Hua, the executive director of the utility-focused advocacy group PowerLines, told me.
The Democrats have not been shy about what their priorities will be on the commission.
“Winning control of the Georgia Public Service Commission means prioritizing lowering power bills instead of constantly increasing corporate profits, ramping up the deployment of clean energy technologies, and focusing the people in our decision-making as state regulators,” Hubbard said in a statement on his website.
Edwards, for her part, made it clear where she stands on data centers specifically in an October debate with Tolbert. “They came into our communities,” Edwards said. “They didn’t pay any taxes. They are using our water, using our electricity, and they’re being a public nuisance to the communities that they’re coming into.”
Hubbard also talked about data centers on Heatmap’s Shift Key podcast back in June. “I advocate for a whole-of-government approach, because while the Public Service Commission really only has oversight over the power side of things — where that power comes from and how much data centers are paying on their tariff — there’s much larger issues in terms of water use, in terms of the tax incentives,” he told my colleague Robinson Meyer. “The estimate is $3.5 billion in tax abatements this year in Georgia, uncollected revenue that data centers otherwise would be willing to pay.”
The race has seen outsize spending and interest from major figures not accustomed to dealing in utility regulator races. (Just 10 states have elected utility commissions, period.) Kamala Harris appeared at a virtual fundraiser for the Democratic candidates in Georgia, as well as Democratic hopefuls to the Arizona Corporation Commission. The solar energy industry spent hundreds of thousands of dollars in support of the Democrats in Georgia. Meanwhile, anonymous donors pumped millions of dollars into Tolbert’s bid.
Democrats swept into the Georgia PSC last year on a wave of dissatisfaction with rising electricity prices, especially rate hikes attached to the construction of two new nuclear reactors at the Vogtle Electric Generating Plant, which ran years behind schedule and billions of dollars over budget. In the runup to the election, the PSC approved a three-year base rate freeze proposed by Georgia Power in an attempt to head off public dissatisfaction.
In the past year, rates in Georgia have gone up by less than 1% across the state on average, according to the Heatmap-MIT Electricity Price Hub, while rates are up over 18% in the last three years and over 6% in the past two years.
Shares in Southern Company, the parent company of Georgia Power, were down slightly more than 0.5% in after-hours trading Tuesday night.