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On energy inefficiency, global green H2, and New Hampshire’s guerrilla solar

Current conditions: Super Typhoon Bavi is slamming into Guam and the Northern Mariana Islands as the equivalent of a Category 5 hurricane, with sustained wind speeds topping 178 miles per hour • The record-shattering heat dome over the central and eastern United States is easing and shifting westward until mid July • In Europe, however, the heat is continuing, with temperatures hitting 108 degrees Fahrenheit in southern Spain over the weekend.
America’s next nuclear reactor is coming to life via resurrection. For the past two years, Holtec International has been working to bring the single reactor at the decommissioned Palisades nuclear plant in western Michigan back into service. It would be the first time in U.S. history that a permanently shuttered nuclear plant came back online. If successful, a growing list of projects are lining up to follow in Palisades’ footsteps. On Friday, Holtec announced that the Palisades crew had completed “the last of the major projects,” marking a “watershed moment” in the restoration effort. “We’re now focused on safely executing the remaining testing, verification, and operational readiness activities required before startup,” Michael Schultheis, Holtec’s vice president of the plant, said in a statement. “The plant is coming back together, and the professionalism and dedication demonstrated by our workforce continue to move the project forward.”
The news came just days after the U.S. District Court for the Western District of Michigan dismissed a lawsuit challenging the procedure by which the Nuclear Regulatory Commission approved Palisades’ restart. Started under the Biden administration, the revival project was one of the first the Trump administration allowed to move forward after taking office, part of a broader effort by the Department of Energy to spur a resurgence of reactor construction in the U.S.
Last week, the U.S. Court of Appeals for the Ninth Circuit blocked a challenge to California’s rules on emissions from industrial boilers, the latest legal victory for local regulations on planet-heating pollution from buildings. In 2024, the South Coast Air Quality Management District, the air pollution agency in charge of broad swaths of Southern California, set new restrictions on smog-causing nitrogen oxide from industrial boilers, appliances that either burn a fossil fuel such as gas or oil or use electricity to heat up water. The policy — which would slash the equivalent of half the nitrogen oxide produced by every car in Los Angeles combined — is part of the state’s long-standing effort to curb pollution. It’s not the only win for the fight to curb emissions from buildings. Since 2024, federal courts have repeatedly upheld local and state authority to regulate pollution from buildings in New York, Maryland, and Washington, D.C.
On Thursday, meanwhile, the Trump administration proposed a new rule to gut money-saving standards for appliances nationwide. “While the agency portrayed the move as bringing an end to appliance standards writ large, that is not, in fact, what it is doing,” Heatmap’s Emily Pontecorvo wrote last week. “The proposal would update the DOE’s so-called ‘Process Rule,’ which governs how the agency develops standards, adding onerous requirements that will make it much more difficult to make any changes at all.” When I spoke to the American Council for an Energy-Efficient Economy about the changes, the advocacy group told me the proposal would set minimum savings thresholds below which the new rule wouldn’t find federal support. It would also add a mandatory 180-day waiting period between before proposing new appliance standards based on novel testing procedures, require the Energy Department to show deference to industry-established standards, and force regulators to carry out extra analyses and rulemaking processes before enacting new rules.
Senator Angus King, the independent from Maine who caucuses with the Democrats, has urged the Federal Energy Regulatory Commission to reject the proposed utility megamerger between NextEra Energy and Dominion Energy. In a letter last week to the agency, King said the combination of the two giants risked putting too much power in the hands of one company. “The combination would create the largest electric utility in the United States, concentrating an unprecedented mix of merchant generation, rate-based generation, and transmission assets in the hands of a single company with a documented record of using its market position and political resources to suppress competition that threatens its merchant revenues,” King said in the letter, according to Utility Dive. Specifically, he cited NextEra’s lobbying to derail the New England Clean Energy Connect project in 2021, a transmission line to connect the Northeast’s grid to the almost entirely renewable hydroelectric system in Quebec.
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Last week, the Environmental Protection Agency put out new regulatory guidance on the president’s “freedom to fix” agenda, reminding automakers of their “long-standing legal obligation to release the service information, training information, and tools necessary to diagnose and repair vehicles,” even if the driver could use what they learn to tamper with the emissions controls. Meanwhile, on Friday, President Donald Trump announced that he’d pardoned six people “who were persecuted by the Biden administration” and were either in prison or headed there for violating Clean Air Act prohibitions against rigging the vehicles’ emissions control systems. “While I know this sounds ridiculous, it is nevertheless a fact, and part of the Weaponization and Stupidity that our Country had to endure during four long years of Sleepy Joe Biden,” he wrote in a post on his Truth Social platform. “I AM SETTING THEM ALL FREE, RIGHT NOW!”
In non-emitting vehicle news, Rivian is eyeing a better sales year than expected. While the electric automaker previously said it would ship between 62,000 and 67,000 vehicles this year, it told investors on Thursday that it now expects to deliver between 65,000 and 70,000 vehicles, in what TechCrunch called “a small but potentially meaningful bump.” The announcement came the same week BYD crushed Tesla’s deliveries yet again, as I told you in my last newsletter.

Back in March, I told you that Chile’s most right-wing president since the fall of dictator Augusto Pinochet could take the country’s budding green hydrogen business in a different direction. Now President José Antonio Kast is doing just that. Last week, Chile’s state-owned Production Development Corporation, known by its Spanish acronym CORFO, announced plans to refocus the country’s strategy for green hydrogen on domestic use rather than exports, Hydrogen Insight reported.
China, as I have reported for you many times before, is going hard on green hydrogen, especially since the Iran War forced Beijing to ramp up efforts to find alternatives to imported fossil fuels. Here’s yet another data point: China just laid out plans to build the world’s largest green hydrogen plant using solid-oxide electrolyzers, which operate at higher temperatures. The facility will also produce, methanol, which uses hydrogen as a key ingredient. At peak capacity, the facility in rural Gansu province will produce 100,000 metric tons of renewable methanol per year for use in international shipping. Meanwhile, Spain is investing nearly $21 million into grants for hydrogen projects as the country seeks to make use of its booming solar industry. As I wrote last week, the surge in solar panels is creating problems for Spain, since its grid can’t handle all that power during peak daytime hours. Funneling that electricity into electrolyzers to make molecules that can be cleanly burned later may offer a solution.
Last month, I told you about a catchier term for the very small-scale solar panels being legalized to go on windowsills and balconies, opening the door to more apartment dwellers generating a small share of electricity themselves. That term, which I first read in Inside Climate News, is “guerilla solar.” Well, that solar rebel mindset is coming to the “Live Free or Die” state. On Thursday, New Hampshire Governor Kelly Ayotte, a Republican, put out a list of 74 bills she signed into law before Fourth of July weekend. Among them was SB-540, legalizing plug-in solar panels. The law will take effect on July 27, according to PluginSolarUS, an advocacy group.
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Current conditions: Floodwaters swept through eastern Iowa, swelling the White River to its highest level in 113 years • A southwest monsoon, or hagabat, has capped off several weeks of storms in the Philippines that, combined, killed nearly two dozen people • Temperatures in Madrid are lingering near 100 degrees Fahrenheit until midweek, when the Spanish capital will cool off into the high 80s; the Greek capital of Athens, meanwhile, is bracing for the exact reverse.
Tropical storms almost never hit the Hawaiian islands directly. The last time a tropical system struck the archipelago was in 2018, when Tropical Storm Olivia made landfall over Maui. It was, per CTV News, the first time a storm had come ashore like that since records began in the 1950s. The last full-blown hurricane to strike the state was in 1992, when Category 4 Iniki landed on Kauai, the chain’s northernmost island, as the strongest storm on record to hit the state. But the Big Island hadn’t seen a major storm make landfall since 1900. So Tropical Storm Lala, by some measures a Category 1 hurricane, left a mark. Nearly 200,000 homes and businesses — representing roughly 70% of the Big Island — remained without electricity on Sunday night as winds of up to 75 miles per hour and floodwaters hammered the state’s infrastructure. “Customers should prepare for extended outages lasting weeks or even months in the hardest hit rural areas of Hawaii island,” Hawaiian Electric, the utility that serves 95% of the state, told the Honolulu Star-Advertiser.
“It doesn’t matter how many poles we fix in your neighborhood, they’re not going to be getting any power,” Jim Kelly, a spokesman for the utility, told Honolulu Civil Beat. “So we’ve got to focus on restoring those transmission lines first.”
Georgia has over the past decade emerged as a hotbed for cutting-edge industry in the United States. The state welcomed battery factories, solar manufacturers, and the nation’s only wholly new nuclear reactors in decades. But regulators are now cracking down on data centers. Last week, Georgia Power opted to delay the start date for a 25-year service contract to supply the ChatGPT maker OpenAI’s $20 billion data center near the state’s coast with electricity. The voluntary delay, E&E News reported, gives the utility 12 days to revise its proposal before the Public Service Commission, which had signaled its plans to reject the original pitch amid a groundswell of opposition to artificial intelligence infrastructure. The new deadline to review and approve the proposal is August 26.
The postponement comes about a week after West Virginia attempted to “clean slate” with a new set of proposals to regulate data centers aimed at undercutting the movement to block server projects across the country. Governor Patrick Morrisey, a Republican, issued a plan that calls for reducing and possibly eliminating state income taxes on the back of new revenue from AI companies. The move came after Mountain State Spotlight, a venerable investigative outlet based in West Virginia, published a report outlining how a data center developer was using the state’s patchwork of regulations to push a project with limited oversight. It’s no surprise. At least seven in 10 Americans oppose data centers being built near their homes now, according to the latest polling from Heatmap Pro.
Batteries are booming as lithium-ion units grow cheaper and more useful to back up the grid. The industry saw 70% annual growth last year, as my colleague Robinson Meyer wrote last week. But powering the grid off of batteries requires actually hooking them up to the power system. Across the country, some 750 gigawatts of energy storage projects — roughly equal to more than 700 nuclear reactors — are waiting in the queue for a grid connection, according to data the Lawrence Berkeley National Laboratory shared with Bloomberg. Not all the projects will be built. But the median wait time for a grid connection was five years in 2025, up from a year and a half in 2015.
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Last I checked, it’s actually illegal to write about the geothermal industry’s looming boom without making a pun about heat. So you’ll have to forgive the headline. But things really are getting steamy between investors and developers. When the Bureau of Land Management held a geothermal lease sale in New Mexico in June, the agency netted more than $16.5 million, making it the second-highest-grossing sale in its history, according to Utility Dive. The record-setting bid was from Rock Canyon Resources, which paid $3.14 million for one 4,479-acre tract. Another auction is set to take place in Utah on Tuesday.

The U.S. used to produce and enrich the uranium that fueled the world’s largest fleet of nuclear power stations. In the 1990s, however, then-President Bill Clinton brokered a deal to establish the famous “megatons to megawatts” with Russia, whereby American power plants promised to buy fuel made from disassembled Soviet warheads. As a nonproliferation exercise, it was a success. But the Russian fuel undercut the domestic market, putting many American miners and enrichers — already facing dimmer prospects as the U.S. stopped building new atomic power stations — out of business. By the time the 2022 invasion of Ukraine plunged Washington’s relations with Russia to their lowest point since the Cold War, the U.S. remained heavily dependent on imports from the Kremlin-owned nuclear company Rosatom. Congress banned Russian uranium imports in 2024, but allowed for waivers until the start of 2028. That cliff is fast approaching, right as one of the other largest suppliers — Kazakhstan — lowered production at its mines.
Luckily for the resurgent U.S. nuclear industry, Canada remains America’s largest supplier of uranium. And a lot of Canadian uranium is coming to the market. On Friday, NexGen Energy broke ground on the first phase of what’s expected to be one of the largest uranium mines on Earth. The project in northern Saskatchewan was first conceived more than a decade ago. The company had started drilling for samples in 2012, but failed after 13 attempts. In winter of 2014, the company tried again. “On the very first home, we hit mineralization,” NextGen CEO Leigh Curyer told CBC News. “We didn’t know it at the time, but we were on top of what has become the world’s most important energy fuel project.” Canada isn’t the only country planning for a nuclear future. Spain, the world’s last major country still pursuing a phaseout policy, seems to be inching toward saving its nuclear plants. Last week, regulators cleared the Almaraz nuclear station to operate through 2030. But NucNet cautioned that left-wing Prime Minister Pedro Sanchez’s government still planned to shut down the reactors by 2035.
Peter Thiel has invested in Facebook, SpaceX, and Palantir, where he serves as chairman of the board and co-founder. Add Argentina’s oil and gas sector to his portfolio. In a Friday filing to the U.S. Securities and Exchange Commission, the billionaire disclosed a 1% stake in Vista, one of Argentina’s largest oil companies operating in the Vaca Muerta shale formation roughly the size of Belgium, where Argentine President Javier Milei wants to ramp up fracking. Reuters reported that Thiel also recently bought a new home in Buenos Aires.
In Providence, at least, climate change is still on the ballot.
Here’s some trivia for you: What was the first state to see its average temperature break the 2-degree Celsius threshold for warming above pre-industrial levels? It wasn’t Alaska, the fastest-warming state, nor was it California or Florida, states with some of the most visible impacts of the extreme weather crisis. It was not Arizona or Texas, either, though “hot” and “warming” are often conflated.
The answer, in fact, is humble Rhode Island, which passed the international benchmark for accelerated climatic impacts back in 2019. It is perhaps less surprising, then, to learn that in the Ocean State’s largest city, Providence, climate change and how to adapt to it have become one of the central talking points in a heated mayoral race, which in the deep-blue city is likely to culminate in the September 9 primary.
There is plenty to worry voters. Providence sits at the head of Narragansett Bay, which has warmed 1.6 degrees Celsius, enough to drive lobsters from the region and convert the local lobstermen into crabbers, fishing for crustaceans they previously considered bycatch. The sea level has risen on Rhode Island’s 400-plus miles of coastline by more than 10 inches since 1930, more than in Venice or Miami, meaning the city floods frequently. Locals hold their breath every hurricane season; a hit from a category 4 or larger storm could tally billions in damages. And as home to the biggest port in the region, Providence is also an unfortunate case study in industrial and fossil-fuel-related pollution affecting historically redlined neighborhoods.
“Since I’ve been in office, we’ve had dramatic, chronic flooding. We’ve had high heat days in the fall that have closed public schools, which is not something that ever happens here in September,” Providence Mayor Brett Smiley told me. “We had some of the highest snowfall in recorded history [in the city]. We’re seeing the effects.”
Smiley, who was elected in 2022, has described investing in infrastructure upgrades for the nearly four-century-old city as one of his “principal responsibilities” as mayor. During his second year in office, he signed an ordinance requiring all of the 122 city-owned buildings to decarbonize by 2040, and that fall published a 10-year plan that introduced air quality, heat, and stormwater management goals, provisions aimed at curbing pollution at the Port of Providence, and would have effectively banned the construction of new gas stations. (A later amendment relaxed the restrictions.) He’s also invested in long-overdue repairs to the city’s hurricane barriers.
This year, Smiley also announced the creation of a Green Revolving Fund to support Providence’s ambitious carbon neutrality goals. “I’ve been in government long enough to know that operating budgets can change as priorities change, and so having a dedicated recurring revenue stream is vital to ensuring that this work continues,” he said.
In the face of federal headwinds, and at a time when the political currency of “climate change,” at least in so many words, is on the downswing, Smiley’s focus on climate issues stands out. That is especially true against the backdrop of a broader state-level reassessment of environmental goals, with Democratic Governor Dan McKee proposing a budget earlier this year that would have slashed climate programs funded by monthly utility charges in the name of affordability. Though Rhode Island lawmakers ultimately rejected that rollback, McKee’s move fits into a larger trend in the region of blue-state politicians in places like Maryland, Massachusetts, and New York curbing or weakening climate ambitions under the pressure of affordability politics. (McKee also faces his own competitive primary.)
“Providence alone can’t solve the climate crisis. But our actions, at least in Rhode Island, are pushing other communities in the state to take action,” Smiley said.
But there are others — including Smiley’s progressive challenger, State Representative David Morales — who say the mayor’s tenure has been a lot of talk and little action, and that he’s neglected Providence’s low-income and frontline communities.
Morales’ campaign did not get back to me for this article, despite requests through multiple channels. But Steve Ahlquist, an independent reporter who follows environmental justice-related issues in Rhode Island, also told me that “over the years, and also in dealing with Mayor Smiley as an incumbent, I’ve had some real difficulty with what I would even call basic honesty out of his administration.” He added that the mayor’s office has a history of downplaying and denying police harassment of unhoused people in particular, including lying about the presence of police officers at a homeless encampment and their involvement in an “illegal search” in 2023.
When I asked the Smiley administration about Ahlquist’s accusations, press secretary Carl Austin Miller Grondin told me the city has a “multi-department approach” for addressing encampments of which “Providence Police are one piece,” though he didn’t address the 2023 incident directly. As for the idea that Smiley represents the status quo, Grondin said the mayor has made “significant investments” in programs for underprivileged groups including affordable housing, eviction prevention, public schools and youth programming, and public safety.
Ahlquist also finds Smiley’s talk about affordability and clean energy false, however. Smiley notably vetoed a rent control ordinance, despite the city having some of the highest rates in the country, and while serving as former Governor Gina Raimondo’s chief of staff between 2016 and 2019, he helped push for the expansion of fossil fuel infrastructure in the form of a $1 billion fracked gas and diesel oil power plant that was ultimately thwarted by community pushback. (Grondin told me “rent control policies do not lower rents” and that the mayor “has instead taken a disciplined, results-driven approach to lowering housing costs.” The power plant project was proposed before Smiley’s tenure in Raimondo’s administration, he added.)
Morales, 27, is a Democratic Socialist and has won the backing of Vermont’s Independent Senator Bernie Sanders. His scrappy campaign against an establishment incumbent Democrat has earned him comparisons to New York City’s young, charismatic Mayor Zohran Mamdani. Unlike Mamdani, however, Morales has made climate central to his campaign.
Morales has gone after Smiley particularly hard on environmental justice issues, sensing a weak spot in his record. “Industrial facilities near the Port of Providence have polluted our neighborhoods for decades,” his issues page reads. “David will require them to contribute more toward the city services and infrastructure our communities deserve.”
A nearly two-mile stretch of Allens Avenue, which flanks the port, is home to asphalt plants, scrap metal recyclers, oil and gas companies, and petroleum storage tanks with a history of leaks, spills, dumps, and other forms of contamination. Locals complain that even just driving along the avenue is enough to make you sick, with 11 identified polluters within a mile radius of National Grid’s newest LNG plant. Traffic to and from the port adds to the odor — and health impacts — in the neighboring communities of South Providence and Washington Park, which have some of the highest hospitalization rates in southern New England. Notably, South Providence’s population is 90% people of color; Washington Park’s is above 60%.
Smiley bristled at Morales’ plan to tax polluters. “Many of my opponent’s proposals — which continue to evolve, by the way — are illegal or not allowed, and he leaves some of those details out, and sometimes changes his position,” he told me. Ahlquist, who issued a rare endorsement of Morales last spring, contends that “we know for a fact it is not illegal” to tax polluters at a different rate. (In truth, it’s a bit of a legal gray area; Providence’s tax code allows it to adopt a classification system with different rates for industrial properties, but whether that classification can be used to single out specific polluters on Allens Avenue is murkier.)
In an interview with Ahlquist, Morales has also proposed buying out the Rhode Island Recycled Metals property — where some of the worst contamination has originated — and pursuing “brownfield mediation” in the area. “I find it shameful that Public Street, one of the few shoreline access points around the Port of Providence, is not a very welcoming environment,” he said. On the adaptation side, he’s proposed passing a green energy bond to invest in renewable energy and upgrade the sewage system with an eye on future flooding.
A week ago, it might have seemed as though Morales had progressive momentum on his side. But after the upset of Democratic Socialist Francesca Hong in Wisconsin on Tuesday night and the narrow victory by progressive up-and-comer Abdul El-Sayed in Michigan the week before, the narrative is now more complicated. Meanwhile, the first primary poll shows Smiley with a 4-point edge — within the margin of error, but still likely to have the Morales campaign in a state of jitters.
Climate adaptation can sometimes fall under a variation of the refrain parodied in urban infrastructure circles: One more study would fix this. That’s especially true in Rhode Island, where study after study has highlighted the problems Morales and Smiley are circling, and yet here they still are, at the center of yet another mayoral race.
“One of the things that frustrates me is when you write a plan and then put it on the bookshelf, and that’s the end of it,” Smiley told me, sounding genuinely irked as we spoke on the phone. “That’s not how I do plans.” He told me stormwater infrastructure would be a major focus of his administration if he’s elected to another term, while he hopes his decarbonization roadmap and the green revolving fund will outlast his mayoralty, whenever and however it may end.
Morales has been stymied before, too. Ahlquist recalled watching the young legislator in the State House at the end of a legislative session, when, in the waning hours, he was told by leadership that a bill he’d been working on wasn’t going to get through. “David, when he’s in public, he’s very controlled, very managed,” Ahlquist said. But from his vantage point, Ahlquist could see Morales had started to cry.
“It’s midnight, the last days of session, and I just saw something raw in him then,” Ahlquist said. “It was like, Wow, this is a guy who really gives a shit.”
Editor’s note: This story has been updated to include responses from the Smiley campaign.
Chatting about win-win solutions with the Abundance Institute’s Ryan Norris.
This week’s conversation is with Ryan Norris, senior fellow for energy policy at the Abundance Institute. The libertarian-leaning institute — whose name cleverly shortens to AI — is a new-ish entity with increasing relevance in energy and tech spaces. As Norris and I discussed, it’s starting to help shape policy on data center development and the generation that’ll power it all, especially in Republican circles. Norris himself previously worked with Americans for Prosperity, a right-wing political organization. I reached out to him and asked if we could chat because I wanted to know more about the institute’s work within the energy space. He wound up saying a lot more than I expected. So let’s dive into it.
The following conversation was lightly edited and abridged for clarity.
So let’s start with what you’re working on. What’s on your desk these days?
Here at Abundance, we sit at the juncture of emerging technology and the energy they need to bring that new technology to bear to impact life positively. We are always in a constant state of learning and researching what the latest thoughts and feelings are around certain policies, particularly around AI and data centers, and then energy technology. How do they feel about nuclear? Geothermal? Solar and battery arrays?
A lot of what I’m working on is Project Gigawatt, a body of policy that fits into permitting, generation, the grid, transmission, and then market and demand. Policies that we believe will generate more, transmit more, and as much of a free market approach as possible. Knowing that a lot of states have regulated utilities, when the state utility can’t produce what the state can potentially actually generate or would need to in order to accommodate large loads, we think there needs to be other opportunities to either bring that power or purchase it in a different way.
When it comes to this policy set, how are you taking into account the intensifying backlash to data center and AI infrastructure, as well as the energy attached to it?
As everyone can sense, things are moving rapidly, and there is a natural inclination to question how fast we’re going. I think these concerns need to be addressed seriously and respectfully. You can’t just say negative things about people who care about water quality or impacts to their local economies. Those are valid. I’ve lived through those. I come from a rural place in Arkansas that had oil and gas plays. And I’ve seen there needs to be conversations with people living in those areas too.
We cannot discount the backlash. When you take the legitimate concerns and pair them with the opportunities coming, I think there’s actually a chance to set up win-win solutions. It shouldn’t be a win-lose scenario here. They have skepticism about AI in the short and long term — that’s a natural inclination and not a negative, per se. But educating people and policymakers about data centers, that’s important.
What is your approach to the rise in land use regulation around data centers and energy infrastructure, moratoria and restrictive ordinances?
As much as possible, you want the infrastructure and cost allocation to be borne by the business causing it. That’s the motivation behind a lot of colocation partnerships happening right now, like the Kilby project in Texas, with natural gas powering a Microsoft hyperscale.
To us, it’s about setting up the opportunity for private property owners to sell to those hyperscalers and those generating the energy. Setting up situations where you’re not stopping people from benefiting. A lot of the “bring your own power” concept, we really like that. Maybe having it where power purchase agreements are more in the mix, things along those lines. That’s where I see things.
The energy increases to our utility bills, people are concerned about it, and that’s a bread and butter issue. That’s the approach: We know we need grid upgrades and want to have the most cost effective versions of those as possible, but you want those needing the power paying for it and not putting it on the backs of residents.
I’m curious, what’s you and your organization’s approach to the rise of gas infrastructure built for AI and the potential impacts that could have on climate change?
I don’t discount the issue of climate change.
Let’s say we’re not able to decarbonize enough to reverse the effects of warmth. We know we’ll have to create energy. We know we have other options for energy that need to be in the mix — more nuclear, which now even some of those who are climate-minded understand is an abundant energy source. I’m also interested in new technologies in geothermal where it can be viable in more places than we thought. You can drill down and tap hot rocks, a basin of water, turn a turbine, and that’s more acceptable for those who care about the climate. And states are looking at it, including my state of Arkansas. I bring these up because I also care about sources that provide firm, consistently available power.
We attended the American Legislative Exchange Council, and one of the things we do, we’re voting members on the energy, environment, and agriculture task force. We’re pro letting the market decide what they need. So we took opposite stances from what people typically consider normal standards on the center-right about banning “net-zero” for local governments. It did pass as model legislation but if we believe “all of the above” is the approach, we also want to be principally correct to ourselves that it doesn’t mean banning wind or solar where it’s viable.
My last question: What’s your thought on the future of politics around AI infrastructure and energy generation for it?
There’s definitely headwinds to those in that industry. I think the sense is, they understood what they wanted and didn’t see any barriers to the way they’d go about it. That’s causing ripple effects in our politics at the local level, including here in Arkansas, where I live in Pulaski County. I think it’ll stay important particularly as it connects to affordability concerns around energy. We know we need more energy, but we want it at the lowest cost possible to the residential side. If people are feeling like data centers are driving the demand for the energy and aren’t on the hook for it, that’s going to position them to be more negative towards the technology.
But we have to expand the conversation. There are folks out there talking about 3D printing for homes, using proprietary cement mixes to build homes in a few weeks when they took months. Agriculture is using robotics in lieu of pesticides and herbicides. Advanced manufacturing is improving the quality of medical equipment. No one completely understands the end goal of new energy to fuel the data centers and AI to get us where there’s a net benefit to them.