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His intellectual influences include longtime climate action skeptics — and Bill Gates’ favorite author.

Donald Trump’s nominee for Secretary of Energy, Chris Wright, is a nerd — and he’ll tell you about it. “I’m Chris Wright, and my short bio is, I started out as a science geek, I transitioned to a tech nerd, and then I’ve been an energy entrepreneur my whole life,” he told energy journalist Robert Bryce on the Power Hungry podcast in 2020. “In addition to an energy nerd, I’ve been a climate nerd for quite some time,” he said in a talk hosted by Veriten, the energy consulting firm in 2023.
This is a far cry from Trump’s first Energy Secretary, the former Texas Governor Rick Perry, who famously failed to remember on the Republican primary debate stage the third of the three agencies he sought to eliminate (it was the Department of Energy) and who reportedly didn’t know that the Energy Department’s responsibilities — and budget — then lay heavily with maintaining the country’s nuclear stockpile.
But Wright’s extensive energy experience — studying nuclear fusion at the Massachusetts Institute of Technology and working early in his career on solar and geothermal engineering (his company, Liberty Energy, the fracking powerhouse he founded in 2011, has invested in the next-generation geothermal company Fervo, and Wright sits on the board of the nuclear company Oklo) — has not won him any plaudits from environmental groups or Democrats who focus on climate change. After Trump announced his nomination, the Sierra Club called Wright a “climate denier who has profited off of polluting our communities and endangering our health and future.” Illinois Rep. Sean Casten, one of the House’s most vocal proponents of climate action, also called Wright a “climate denier who prioritizes the wants of energy producers over the needs of American consumers.”
Few Republicans — and certainly few high-level Trump appointees — are as conversant in climate and energy data as Wright. That may make him an even more effective advocate for Trump’s “energy dominance” strategy, built around increased production of fossil fuels and, almost certainly, fewer subsidies for clean energy and electrification.
Typically when a person gains some notoriety by coming out against immediate, large-scale climate action and restrictions on fossil fuel extraction, climate advocates try to link that person to the fossil fuel industry and its long history of deliberate and knowing climate denial. Wright’s associations, however, are perfectly straightforward: Liberty Energy fracks oil and gas in the United States and Canada on behalf of large oil companies. He thinks the company’s contribution to the good of the world consists of its producing more hydrocarbons — full stop.
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Wright calls this philosophy “energy sobriety,” fully conceding that climate change is real while also diminishing the urgency of mounting a response. In seemingly countless speeches, interviews, and legislative testimonies, as well as in Liberty Energy’s annual “Bettering Human Lives” report — its version of an environmental, social, and governance review — Wright is perfectly comfortable acknowledging climate change while also patiently assaulting many key pillars of climate policy as it’s practiced in the United States, Europe, and other countries in the developed world seeking to sharply reduce greenhouse gas emissions.
While Wright’s written and spoken record adds up to tens of thousands of words and hours of talks, it can be distilled into a few core ideas: Energy consumption makes people better off; energy access, especially in the developing world, is a greater global challenge than climate change; and existing alternatives to hydrocarbons are not capable of replacing the status quo energy system, which still overwhelmingly relies on fossil fuels, with little prospect of a rapid transition.
He cites a wide range of thinkers, including members of a group of scholars — including the Danish political scientist Bjorn Lomborg (whose book, False Alarm, is “fantastic,” Wright said in a Liberty talk), University of Colorado science policy scholar Roger Pielke, Jr. (“a real intellectual”), and the Canadian energy scholar and historian Vaclav Smil (“the greatest energy scholar of my lifetime by far”) — who share elements of this deflationary view of climate change.
Lomborg and Pielke have long been bêtes noires of the climate movement, mostly as the subjects of years of furious back and forth in every form of media for the past two-plus decades. (Though in Pielke’s case, there was also an investigation in 2015 over alleged conflicts of interest led by House Democrat Raul Grijalva, who is retiring from Congress this year.) Lomborg has for decades argued that climate change ranks relatively low on global challenges compared to, say, global public health, while Pielke contends that many climate change policy advocates overstate what the Intergovernmental Panel on Climate Change actually says about the connection between climate change and extreme weather, a point that has made him the object of intense criticism for going on 15 years.
Smil, meanwhile, is deeply skeptical of any effort to wean the world from fossil fuels considering their role in the production of steel, cement, plastics, and fertilizers — the materials that he describes as essential to the modern world. Smil also counts among his fans Bill Gates (“Vaclav Smil is my favorite author”), who is also one of the biggest funders and promoters of climate action through his research and investment group Breakthrough Energy and funding for companies like TerraPower, which is currently building the country’s first next-generation nuclear facility in Wyoming.
Pielke called both Wright and Doug Burgum, Trump’s nominee for Secretary of the Interior and the designated head of a planned National Energy Council “super competent. They know energy, and that’s a fantastic starting point,” he told me.
“There is polarization of the climate debate, and the idea that fossil fuels are evil and the fossil industry are arch-villains — that’s part of the framing from the progressive left about how climate wars are to be fought,” Pielke said. “I’m not particularly wedded to that sort of Manichean evil vs. good framing of the debate.”
But the differences are real. Wright strongly contests much of what is the mainstream of climate policy. While he acknowledges that increased concentrations of carbon dioxide cause higher temperature, he says it’s “actually sort of slow-moving in our lifetimes” and a “relatively modest phenomenon that’s just been wildly abused for political reasons,” he said in a talk to the conservative policy group American Legislative Exchange Council.
While the Department of Energy has only limited authority over energy policy, per se, especially the permitting and public lands issues that typically concern fossil fuel companies, Wright does have some levers he can pull. He will likely act quickly to approve more export facilities for liquified natural gas, though the Energy Department’s recently released study of LNG’s long-term effects — particularly on domestic energy prices — may complicate that somewhat. Beyond that, he will inherit a massive energy research portfolio through the national labs, putting him in charge of developing the energy technology that he says are currently insufficient to replace oil and gas.
“I’ve worked on alternatives. I’d love it if fusion energy arrives,” Wright said in an interview with the conservative website Power Line. “I love energy technology, and I think there’s good things going on, but it’s now become political.”
He believes that reaching net zero greenhouse gas emissions by 2050 is “neither achievable nor humane,” he wrote in the foreword to the 2024 edition of “Bettering Human Lives.” He also disagrees with the idea of subsidizing the world’s predominant forms of alternative energy, solar and wind.
“Wind and solar are never going to be dominant sources of energy in the world,” Wright told Bryce on the 2020 podcast. The “main impact” of subsidies for wind and solar, Wright said in another 2023 podcast episode with Bryce, “is just to make our electricity grids less reliable and electricity prices more expensive, and to do nothing for the demand for oil and very little for the demand for natural gas.”
“Oil and gas make the world go round,” he added. “[People] want higher quality of lives. That’s what drives the demand for oil and gas.”
Bryce, a persistent critic of green energy policies, told me in an email that he thinks Wright is “the right person for the DOE. He’s not apologetic about being an energy humanist. Regardless of what anyone thinks about climate change, it is obvious that we are going to need a lot more energy in the future, and the majority of that new supply will come from hydrocarbons.”
While Wright’s arguments certainly have wide purchase among his peers in the energy industry executive corps, he nevertheless stands out from the rest for his willingness to express them. In contrast to the stance taken by large, multinational energy companies, which are willing at least to pay lip service to carbon reduction goals and have, at times, embraced branding and marketing strategies to make them seem like something other than oil and gas companies (e.g. ExxonMobil’s algae-based fuel initiative and BP’s notorious “Beyond Petroleum” campaign), Wright and his company see their contribution to a better world as their work extracting oil and gas.
Other executives “don’t want to deal with the criticism that will come with taking a higher-profile stance,” Bryce told me. “They don’t have time or the inclination. It takes a lot of time, courage, and conviction to engage with the media, get on the speaking circuit, and do so in a thoughtful way.”
Wright’s emphasis on the energy poverty faced by poor countries could potentially serve as a diplomatic bridge to the developing world, especially in Africa, where some observers think there’s space for the United States to start funding natural gas development through the International Development Finance Corporation. For Wright, expanding energy production — and specifically fossil fuel development — is crucial to providing cheap energy to the developing world. He mentions in almost every talk the billions of people who use wood, dung, or other biofuels on open fires to cook indoors, causing 3 million premature deaths per year.
“The biggest problem today is a third of humanity doesn’t have hydrocarbons,” Wright told Bryce in 2023. In a 2023 speech to the American Conservation Coalition, a conservative environmental group, he described strictures against financing fossil fuel development as “not just ignorant or bad policy” but “immoral.” His solution: distributing propane stoves as widely as possible, in part through his Bettering Human Lives Foundation.
Here might be the greatest challenge for advocates of climate action: Even if most of the world’s leaders have accepted the reality of anthropogenic climate change, much of the world, especially outside North America and Europe, is still eagerly increasing its use of fossil fuels. In the United States, coal plant shutdowns are being pushed out further and natural gas investment may soon pick up again to power new demand for electricity. Globally, coal use is set to grow over the next few years. That’s thanks in large part to demand from China, the world’s largest emitter and second-largest cumulative emitter behind the United States, defying predictions that demand there was near peaking. The biggest new source of oil demand is India, a country with a per-capita gross domestic product less than 1/30th of the United States.
And so the greatest danger to aggressive action to lower global emissions may not be Chris Wright and his “sober” ideas at the helm of the Department of Energy. It may be that much of the world agrees with him.
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Today’s top-of-the-line electric vehicles are self-driving computers on wheels built to feel as futuristic and digital as possible. They come with artificial intelligence-powered assistants, enormous touchscreen interfaces, and huge batteries.
The Slate pickup truck’s signature feature? Hand-crank windows.
As Slate Auto has developed its attempt at the bare-bones EV over the past couple of years, its 1990s-nostalgic manual windows became a symbolic choice, one meant to signal just how far it was willing to go in pursuit of affordability. On Wednesday, Slate gave us a fuller picture, revealing the details about its vehicle and providing a glimpse at how the Jeff Bezos-backed startup plans to sell an EV truck at an entry-level price. But while the pickup’s lack of power windows or a built-in stereo system are attention-grabbers, a lot of the savings lie under the skin.
Just how cheap is it? The “Blank Slate,” a version of the truck with zero bells and whistles, starts a hair under $25,000. This is a compact truck in the spirit of decades past, with two seats up front and nothing more. For a Slate that seats more than a couple, choose the SUV or fastback configuration that bumps up the price to about $30,000 or $32,000, respectively.

From there, Slate’s à la carte model takes over. Choosing a wrap to make your whole truck a color other than gray costs $499, though blessedly, Slate provides dozens of color choices as opposed to the handful of neutrals and muted colors offered on a typical new car. The portal to design one’s Slate becomes a rabbit hole of possible choices — custom taillight designs, roof racks, and wheels — all of which add a little or a lot to the price of the truck. These add-ons can quickly propel a Slate deep into the mid- or even high-$30,000s range if you’re not careful. The point, though, is that the $25,000 EV is front and center.
To achieve this starting price required a heavy dose of vintage or simplified tech. Roll-down windows and no built-in stereo speak to drivers who aren’t automotive engineering experts. But as reviewers and online commenters have noted, crank windows aren’t a make-or-break money-saver — they might knock off $20 or $40 per vehicle — and so few companies use them now that Slate had to go out of its way to source them from Brazil.

A bigger cost-cutter was Slate’s embrace of old-school manufacturing and its willingness to consider “yestertech” that’s still perfectly serviceable, but has fallen out of use because better systems have come along. The chassis, for example, is made of ordinary steel — 250 pieces welded together as opposed to the more efficient stamping methods that have taken over automotive manufacturing. While Slate has a familiar, inexpensive MacPherson suspension up front, its rear uses a design called the De Dion that dates back to the late 1800s. (The Autopian has a nice technical write-up about why this choice makes sense.)
We often default to calling EVs smartphones on wheels because of the Tesla approach to making them — the so-called software-defined vehicle that routes its main functions through touchscreen interfaces and gets new features via over-the-air updates. So perhaps a comparison to the phone industry is apt. In the same way budget-conscious buyers were waiting for Apple to make the “affordable iPhone,” drivers have been waiting for the automakers to roll out the entry-level EV. But instead of the cheap Tesla, what we got is the Slate, which is something more like a flip phone on wheels.
That’s not to say it won’t succeed. Flip phones are enjoying a resurgence, after all, powered by their low price and by growing dissatisfaction with life in this age of touchscreens. But Slate’s unusual position in the car industry makes it difficult to predict how American drivers will respond. For those shopping solely on price, Slate may not measure up. The cheapest gas-powered cars in America include the likes of the Toyota Corolla, Hyundai Elantra, and Volkswagen Jetta, and their starting price in the mid-$20,000s includes the basic creature comforts you’d expect from a modern car, not to mention seating for at least four. In a world that still had the $7,500 federal tax credit for buying an EV, the Slate would undercut these gas-burners. In this world, it can’t (though you could add a slew of options to the Slate before it would cost the same as the $35,000 electric truck under development at Ford’s skunkworks operation).

What Slate has going for it, though, is its ability to become the exact car you’d like. Normal cars come with three or four “trim levels,” each of which adds a thousand dollars or two in exchange for more features. In practice, many people are stuck with whatever version they can actually track down at a dealership. Slate follows the Tesla-Rivian model of direct-to-consumer sales, and its trademark customizability means buyers are limited to picking from two or three versions of a car, but can design every single piece of their truck.
To be sure, lots of people don’t want this. Many are presumably happier buying a car off the familiar lot without the mental overload of choosing every single thing about their vehicle. The question is whether a quorum of drivers are ready for a new way to buy a car — or at least, so fed up with fluctuating gas prices and the out-of-control prices of new vehicles that they’re ready to take a chance on rolling their windows again.
Current conditions: France just recorded its hottest day ever, with Wednesday’s temperatures soaring to just under 111 degrees Fahrenheit; nearly 50 people died drowning while seeking respite from the heat • A pair of 7.1-magnitude earthquakes struck Venezuela, collapsing buildings in Caracas • Wind has whipped the Cottonwood Fire, one of six wildfires raging in Utah, into a larger blaze now covering 60,000 acres — and it’s still at 0% containment.
New Jersey Representative Frank Pallone, the ranking Democrat on the House Energy and Commerce committee, joined calls for a national moratorium on data center construction ahead of Wednesday afternoon’s markup of a series of bills related to the buildout of infrastructure to support artificial intelligence software. In a statement, Pallone described the bills as a “useful first step,” but one that, “compared to the challenges the American power grid is facing,” amounts to “not nearly enough.” Rather, he backed a “national AI data center moratorium until we can find a way to ensure they don’t harm our nation’s air, water, and power bills.” Pallone’s new public position makes him one of the highest-ranking Democrats yet to back the idea, championed by the likes of Representative Alexandria Ocasio-Cortez, of halting permitting on new data centers in response to the growing blowback from voters.
Pallone’s shift comes in response to the Ratepayer Protection Act, which would enshrine into law the voluntary pledge tech companies signed with the White House to pay for grid costs from their server farms. Heatmap’s Matthew Zeitlin wrote earlier this week that the bill was “not so much an anti-artificial intelligence or anti-data center bill, but rather a move to insulate further data center development from political pressure stemming from rising electricity costs.” When Pallone made his statement a day later, Matthew wrote: “Well, at least one influential lawmaker seems to agree with me.”
The Iran War has cost the average American car owner an extra $156 and the average SUV driver another $232 in gasoline costs, according to new data from the policy shop Third Way. But the newly mapped analysis, shared exclusively with me, shows that Republican-leaning states in the Mountain West and beyond paid some of the highest prices for a conflict. Alaska saw one of the biggest spikes, with gas prices rising by $1.40 per gallon, a 39% increase. Wyoming followed close behind, with prices soaring by $1.37 per gallon, a 50% surge. Prices in Utah, meanwhile, climbed by $1.30, or 47%. That stands in contrast to many big Democratic-leaning states. New York’s gas prices rose by $1.23, or 41%, while California’s prices went up $0.94, or 20%. That, of course, doesn’t reflect where the prices were already high. I just returned this week from a trip to Los Angeles, where gas was nearly twice as expensive as in New York City.
Century Aluminum, America’s largest primary aluminum producer and the developer behind the first new U.S. smelter in 50 years, has inked a deal with a green cement startup to supply a key raw material. Brimstone, known as a major player in the race to commercialize green cement, also generates alumina. On Wednesday, the startup unveiled a memorandum of understanding with Century Aluminum to establish a domestic “mine to metal supply chain” for aluminum made from scratch rather than scrap. “Foreign sources, including China, currently dominate global alumina production. Brimstone is bringing alumina production home and doing it at a globally competitive price,” Brimstone CEO Cody Finke said in a press release. “Brimstone is upending the massive global imbalance by producing alumina from rock quarried here in the United States.”
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Until the nation’s flagship reactor project came online and transformed Southern Company’s Alvin W. Vogtle Generating Station in eastern Georgia into America’s most powerful atomic electrical plant, Arizona’s Palo Verde Generating Station was the No.1 nuclear facility by size in the country. The desert state is now looking to reclaim its mantle. The trio of utilities Arizona Public Service, Salt River Project, and Tucson Electric Power said Wednesday they are continuing “to work together to explore adding nuclear generation in Arizona.” The next step, the companies said, is a siting study that’s expected to be completed within the next six months. The Arizona Corporation Commission, the regulator in charge of utilities in the state, is holding an informational workshop today.
Meanwhile, the developer behind Canada’s flagship reactor design — which, because it’s cooled with pressurized heavy water, can run on raw uranium — just submitted initial paperwork to the Nuclear Regulatory Commission to start the licensing process to approve what’s known as the CANDU. Pronounced CAN-do and produced by manufacturer AtkinsRéalis, the reactor is the workhorse of the Canadian and Indian fleets and can be built reliably, but requires more maintenance than the light water reactors that run on enriched uranium and make up the entire U.S. fleet. “As the United States enters a new chapter in its civilian nuclear program, AtkinsRéalis is uniquely positioned, as the steward of CANDU technology, to help advance the country’s ambitious energy policy through proven, low-cost reactor technology with a world-class reputation,” Ian L. Edwards, the company’s president and chief executive, said in a statement. As I told you last month, the CANDU is at the heart of Canada’s new nuclear strategy.

The world needs a lot more copper. And while siting and building new mines takes time, two of the planet’s biggest producers are preparing to increase production at existing mines. On Wednesday, London-based Anglo American and the Chilean state-owned Codelco inked a deal to increase production through a joint venture at Los Bronces and Andina copper mines in the South American nation. The joint mining plan is expected to unlock 2.7 million metric tons of additional copper over a 21-year period, delivering an average of 12,000 tons per year. The increase comes with “minimal capital investment” and should bring the new supply online by 2030. “This agreement represents a more efficient and responsible way to develop one of the world’s leading copper districts,” Bernardo Fontaine, Codelco’s chairman, said in a statement. “It allows us to make better use of existing infrastructure, capture greater benefits for Chile, and move forward with a long-term vision based on operational excellence, sustainability, and the responsible use of resources.”
If green hydrogen is the stuff made with clean electricity and water and blue hydrogen is made with natural gas equipped with carbon capture, then the orange stuff is found in underground rock formations where naturally occurring gas forms and then is encouraged to continue forming through artificial means. Heatmap’s Katie Brigham did a good job of explaining the concept here. Well, now a French renewables developer FDE is promising to start producing orange hydrogen “by late 2028 or early 2029” after finding a naturally-occurring underground reservoir in northern France that can be tapped and stimulated to produce additional fuel, Hydrogen Insight reported.
How China saved the world from $200 oil.
Turn your mind back to early March, soon after Iran announced that it was closing the Strait of Hormuz. Energy experts told us to expect calamity.
Roughly 20% of the world’s oil and liquified natural gas supply moved through the narrow waterway, they said, and we would not soon be able to replace it. Oil prices would rocket to $150 or $200 a barrel. The world faced the worst energy supply shock in history.
We braced ourselves. We waited. And then … it didn’t happen.
Sure, the global oil benchmark rose to about $115 a barrel. Energy prices increased everywhere, and Southeast Asia faced a real crunch. But the worst consequences never hit. Europe didn’t run out of jet fuel, we didn’t get $8 gas across the United States, and the global economy did not shut down. Why?
We can now say with confidence: China bailed us out (and itself out, too). Without fanfare, the country slashed its energy imports and conducted a massive release from its strategic stockpiles of crude oil and liquid fuels. It eliminated something like 5 million daily barrels of oil demand, or about 5% of global oil demand.
Although it might seem technical, the implications of that silent intervention are huge for geopolitics, climate policy, and the future of the oil market. That’s why it’s the topic of today’s episode of Shift Key, Heatmap’s podcast. I encourage you to listen to my conversation with oil analyst Rory Johnston as he walks me through the wonky details — how we know China did this (math and satellite imagery), whether it has a modern precedent (it doesn’t), and what it all means (potentially a lot). He calls this public discovery of China’s latent power “the most important thing” we learned from the Iran war.
Anyway, I won’t ruin the conversation. (You can listen to Shift Key for free on any podcast platform, by the way.) But I do want to mull some of the implications here. The most important, to my mind, has to do with market power.
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In oil markets, we often talk about “swing producers.” Saudi Arabia and other OPEC+ countries can shift the global oil price not just because they oversee a large share of the world’s oil production, but also because they can flex domestic production at will. They can increase or decrease their own output to affect the global marginal barrel’s price, stabilizing prices (or hiking them) as needed. (This originates partly from geological luck; Saudi Arabia’s reserves seem particularly well suited to rapid ramp-ups or ramp-downs in drilling and pumping.)
That suggests a mirrored role: a “swing consumer.” What if a country had such large oil stockpiles that it could ramp up or ramp down its imports at will, such that it could move global demand for oil at the margin? Such a thing has never existed in the history of the global oil market, at least to my knowledge. America has experimented with mini-versions of this idea in the past; the Biden administration released oil from the Strategic Petroleum Reserve in 2022 to depress prices after Russia invaded Ukraine. Outside of oil, China already plays a similar role in many global mineral markets, single-handedly shifting global prices for iron, lithium, copper, and other commodities.
But China's actions over the past few months suggest that its domestic oil stockpiles might now be so big that the country can play a swing role in global liquid fuels markets. After President Trump announced that he had reached a deal with Iran, I reflected in this newsletter on the fact that the world now had two energy systems, at least in the transport sector: a legacy liquid fuels system and a rival electricity system. These systems’ supply is divided among the world’s powers. The U.S. is the largest oil and gas producer in the world, but China is the largest manufacturer of solar panels, EVs, and batteries.
Yet if China is also now the world's swing consumer of oil, it suggests the country now has much more influence over the world’s most critical energy inputs in any form — fossil, electric, or mineral — than we had once thought. That isn’t my only Heatmap-relevant takeaway from the Iran war. But it is one I suspect we will remember for years to come.