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Ask any climate wonk what’s holding back clean energy in the U.S. and you’re likely to get the same answer — not enough power lines. But what if the problem isn’t the number of power lines, but rather the outdated metal wires they’re made of?
Restringing transmission lines with more advanced wires, a process known as “reconductoring,” has the potential to double the amount of electricity our existing transmission system can handle, for less than half the price of building new lines. That’s the main finding of a recently published working paper from researchers at the University of California, Berkeley, and Gridlab, an energy consulting firm.
There are a few reasons that something as boring and seemingly ubiquitous as power lines are so crucial to the energy transition. Electrifying our cars and homes will increase demand for electricity, and much of the system is already too congested to integrate new wind and solar power plants. Plus, there just aren’t enough lines that run from the sunniest, windiest places to the places where most people actually live.
To realize the emission reduction potential of the clean energy subsidies in the Inflation Reduction Act, we have to more than double the rate of transmission expansion, according to research from Princeton University’s Repeat Project. Clean energy projects already face major delays and are often hit with exorbitant bills to connect to the grid. A study from Lawrence Berkeley National Laboratory called “Queued Up” found that at the end of 2022, there were more than 10,000 power plant and energy storage projects waiting for permission to connect to the grid — enough to double electricity production in the country. Some 95% of them were zero-carbon resources.
The main problem is permitting. Establishing rights-of-way for new power lines requires extensive environmental review and invites vicious local opposition. People don’t want to look at more wires strung across the landscape. They worry the eyesore will decrease their property value, or that the construction will hurt local ecosystems. New power lines often take upwards of 10 years to plan, permit, and build.
But it’s possible to avoid this time-consuming process, at least in many cases, by simply reconductoring lines along existing rights-of-way. Most of our existing power lines have a steel core surrounded by strands of aluminum. Advanced conductors replace the steel with a lighter but stronger core made of a composite material, such as carbon fiber. This subtle shift in materials and design enables the line to operate at higher temperatures, with less sag, significantly increasing the amount of power it can carry.
Advanced conductors cost two to four times more than conventional power lines — but upgrading an existing line to use advanced conductors can be less than half what a new power line would cost because it eliminates much of the construction spending and fees from permitting for new rights-of-way, the Berkeley study found.
“The most compelling, exciting thing is that it only requires a maintenance permit,” Duncan Callaway, an associate professor of energy and resources at Berkeley and one of the authors said while presenting the research over Zoom last week.
The paper highlights a 2016 project in southeastern Texas. Due to rapid population growth in the area, the local utility, American Electric Power, was seeing higher demand for electricity at peak times than it was prepared for, leading to blackouts. It needed to come up with a solution, fast, and decided that reconductoring 240 miles of its transmission lines would take less time than permitting new ones. The project ended up finishing ahead of schedule and under budget, at a cost of $900,000 per mile. By comparison, the 3,600 miles of new lines built under Texas’ Competitive Renewable Energy Zone program, which were built to connect wind-rich areas to population centers, cost more than double, at an average of $1.9 million per mile.
Callaway and his co-authors also plugged their findings into a power system expansion model — basically a computer program that maps out the most cost-effective mix of technologies to meet regional electric power demand. They fed the model a scenario where the only option for transmission was to build new lines at their slow, historical rate, as well as a scenario where there was also an option to reconductor along existing rights-of-way. The second scenario resulted in nearly four times as much transmission capacity by 2035, enabling the country to achieve a more than 90% clean electric grid by that date.
There are cases where new power lines are needed — for example, to establish a new route to access a high-quality renewable resource, Emilia Chojkiewicz, another author of the study, told me in an email. But she said it nearly always makes sense to consider reconductoring given the potential to double capacity and do so much more quickly. “Unfortunately,” she added, “current transmission planning practices do not tend to incentivize or even consider reconductoring.”
This all seems so ridiculously easy that it begs the question: Why aren’t utilities already rushing to do it? During the webinar last week, Chojkiewicz and her co-authors said part of the problem is just a lack of awareness and comfort with the technology. But the bigger issue is that utilities are not incentivized to look for cheaper, more efficient solutions like reconductoring because they profit off capital spending.
To change this, they suggested that the Federal Energy Regulatory Commission, which oversees interstate transmission, and state public service commissions, which regulate utilities at the state level, mandate the consideration of reconductoring in transmission and resource planning processes, and to properly value the benefits that advanced conductors provide. The Department of Energy could also consider instituting a national conductor efficiency standard, so that all new wires installed, whether along existing rights-of-way or new routes, achieve a minimum level of performance.
Reconductoring isn’t the only no-brainer alternative to building new power lines. Another study from the clean energy think tank RMI published last week illustrates the opportunity with even cheaper tweaks called “grid enhancing technologies.” One option is to install sensors that collect data on wind speed, temperature, and other factors that affect power lines in real time, called dynamic line ratings. These sensors allow utilities to safely increase the amount of power transmitted when weather conditions permit it. There are also power flow controls that can redirect power away from congested lines so that it can be transmitted elsewhere rather than wasted.
RMI found that in the PJM interconnection — a section of the grid in the eastern U.S. that is so congested the grid operator has frozen new applications to connect to it — these grid enhancing technologies could open up more than 6 gigawatts of new capacity to wind, solar, and storage projects in just three years. For reference, in 2022, nearly 300 gigawatts-worth of energy projects were waiting for permission to connect in PJM at the end 2022.
The cost savings are not just theoretical. In 2018, the PJM grid operator determined that a wind farm expansion in Illinois was going to require $100 million of grid upgrades — including building new lines and reconductoring existing ones — over a timeline of about three years before it would be able to connect. The developer countered that the needed upgrades could be achieved through power flow controls, which could be installed for a cost of just $12 million in less than half the time. PJM approved the idea, and the project is currently underway.
Congress is still debating how to reform permitting processes. But while that’s still a necessary step, it’s becoming increasingly clear that there’s a host of other outside-the-box solutions that can be deployed more quickly, in the near term. The IRA may have convinced the environmental movement that building new stuff was worth it, but there are still a lot of cases where the smarter choice is to renovate.
Editor’s note: This story has been updated to correct the cost of adding power flow controls to the PJM interconnection.
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Current conditions: The Gulf Coast states are bracing for a series of midweek thunderstorms • Temperatures are rocketing up near 100 degrees Fahrenheit in Lahore, Pakistan • San Juan, Puerto Rico, is facing days of severe thunderstorms.
Compass Datacenters is quitting a yearslong bid to build a key part of a 2,100-acre data center corridor in northern Virginia amid mounting pushback from neighbors, marking one of the highest profile examples yet of political opposition killing off a major server farm. The company, backed by the private equity giant Brookfield Asset Management, has gunned for Prince William County’s approval to turn more than 800 acres into a portion of the data center buildout. But after spending tens of millions of dollars on the effort, the firm decided that political resistance to providing tax breaks had created what Bloomberg described Wednesday as “too many roadblocks,” prompting a withdrawal.
The data center backlash, as Heatmap’s Jael Holzman wrote in the fall, is “swallowing American politics.” Polling from Heatmap Pro has shown that public resentment toward server farms they perceive as driving up electricity bills, sucking up too much water, or supporting software that threatens human jobs is rapidly growing. Data centers, as Jael wrote last week, are now more controversial than wind farms.
Nuclear startups taking part in the Department of Energy’s reactor pilot program are approaching the agency’s July 4 deadline to split their first atoms, and companies are making deals left and right for new projects. But just four firms have so far secured commercial offtakers, announced project-specific financing, and locked down contracts with suppliers and construction partners. That’s according to new data from a report by the policy advocate Third Way, shared exclusively with me for this newsletter. TerraPower’s nuclear project in Kemmerer, Wyoming, which broke ground this month, is in the lead, with the most advanced application before the Nuclear Regulatory Commission. Amazon-backed X-energy has two projects that have achieved all three preliminary milestones. Holtec International’s small modular reactor project in Michigan and GE Vernova Hitachi Nuclear Energy’s debut unit at the Tennessee Valley Authority — each of which recently received $400 million in federal funding, as I previously reported — are close behind.
Among the report’s other takeaways: Federal policy is “too often rewarding hype instead of commercialization readiness,” and the U.S. needs to winnow down the technologies on offer.
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The Federal Emergency Management Agency has officially entered what CBS News called “a financial danger zone” that threatens to limit spending to only the most urgent life-saving needs. The status, called Imminent Needs Funding, is triggered when FEMA’s Disaster Relief Fund drops below $3 billion. The depletion is a symptom of the partial government shutdown of FEMA’s parent agency, the Department of Homeland Security, whose funding has become hotly political over the hardline actions by Immigration and Customs Enforcement. But the timing couldn’t be worse: Hurricane season is about a month away. “Disasters are unpredictable. They’re very costly. We don’t know what could happen between now and June 1,” FEMA Associate Administrator Victoria Barton told the network.
This was all predictable. Back in February, Heatmap’s Jeva Lange warned that the DHS shutdown would “starve local disaster response.”
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The U.S. is racing to get new nuclear projects off the ground. But it’s not yet clear where all the new reactor fuel is going to come from, especially once federal law fully bans all imports of Russian uranium in 2028. A new uranium mining project has started up operations this week in Wyoming’s Shirley Basin. The reactivated mine was previously considered the birthplace of in-situ recovery mining, a more eco-friendly method of extraction that involves injecting a solution into rock that dissolves minerals, then pumping that fluid to the surface for collection. The developer, Ur-Energy, said it’s returning to operations to power at least the next nine years of uranium demand in the U.S.
The milestone at the uranium mine comes as global mining deals reached a new high in the first three months of this year. Global law firm White & Case LLP recorded 121 mergers and acquisitions in the sector in the first quarter, up from 117 a year earlier and 102 in 2024, according to Mining.com. It’s the strongest first quarter since 2023. “The math is unforgiving,” the Breakthrough Institute’s Seaver Wang and Peter Cook wrote in an Ideas essay for Heatmap this week. “We need more minerals, and we need them soon.”

Another week, another new full-scale nuclear reactor has come online in China. On Wednesday, World Nuclear News reported that Unit 1 of the San’ao nuclear station in eastern Zhejiang province has entered commercial operation. The reactor is the first of six Hualong One reactors planned for the site. The Hualong One is China’s leading indigenous reactor design, borrowing heavily from the Chinese version of the Westinghouse AP1000, America’s leading reactor.
South Africa, meanwhile, is making a bid to lure engineers working abroad to come home to help the country build up its own nuclear sector once again. The plan, detailed by Semafor, “aims to attract skilled migrants and South African expatriates, especially those working in the United Arab Emirates,” which hired large numbers of local engineers during the buildout of the Gulf nation’s debut Barakah nuclear plant over the past decade.
Even before China made a big gamble in recent months on green hydrogen to ease the effects of the Iran War’s hydrocarbon shock, the country’s electrolyzer manufacturers were already starting to dominate the industry. Now the first Chinese electrolyzer manufactured in Europe is due to be assembled in the coming weeks. RCT GH Hydrogen, a joint venture between the Jiangsu-based electrolyzer maker Guofu and the German technology company RCT Group, is on track to roll out its first unit in June, Hydrogen Insight reported Wednesday.
Representatives Jared Huffman and Jamie Raskin announced an investigation into the $1 billion offshore wind deal with the Trump administration.
Two House Democrats are going after TotalEnergies after the company ignored an earlier request to defend its $1 billion settlement with the Trump administration to walk away from offshore wind.
Jared Huffman, the ranking member of the House Natural Resources Committee from California, and Jamie Raskin, the ranking member of the House Judiciary Committee from Maryland, sent a letter on Wednesday informing Total’s CEO Patrick Pouyanné that they have opened a formal investigation into the company.
“We’re going to get every document, every email, every last receipt on this deal, and every person who had a hand in this is going to answer for it,” Huffman said in a press release. “What I have to say to TotalEnergies is this: Consider yourself on notice, we’re coming for you.”
The move comes just a day after the Trump administration announced two additional identical settlements resulting in the cancellation of two more offshore wind leases.
The letter states that Total’s March 23 settlement with the Interior Department was unlawful in “at least four separate ways.” It demands that Total preserve all records related to the deal and requests that it put the $928 million it was granted by the settlement into escrow until the investigation concludes.
Huffman and Raskin first reached out to the Interior Department and Total on April 6 requesting documents and communications between the two parties related to the deal by April 20. Neither party obliged. Shortly before the deadline, however, the Interior Department published the settlement agreements it signed with Total. The settlements “confirm and surpass our worst fears of what has taken place,” the two representatives wrote on Wednesday.
The settlements state that the agency would have ordered Total to suspend operations on the leases due to national security issues. This “appears to have been a fabricated justification for canceling the leases,” the letter says, citing a discrepancy between when the settlements suggest that the company had reached an agreement with the Trump administration — November 18 — and when the earliest reports of anyone reviewing the national security concerns occurred — November 26.
“That timeline raises the troubling possibility that the national security assessment was not merely pretextual, but also that TotalEnergies may have negotiated the final settlement agreement with full knowledge that the rationale for canceling the leases was false,” Huffman and Raskin write. The fact that Pouyanné has stated publicly multiple times that the company came to the Interior Department with the idea for the settlement supports that conclusion, they add.
Putting the timeline of national security concerns aside, the settlement disregards the law governing offshore wind leases, Huffman and Raskin argue. The Outer Continental Shelf Lands Act says that when the government cancels a lease that does not yet have an operating project on it, the company is entitled to the “fair value” of the lease at the date of cancellation. The nearly $1 billion figure — which is the amount the company paid for the two leases in 2022 — is “almost certainly a significant overpayment even under the most favorable reading of the statute,” the lawmakers write.
The letter also questions the use of the Department of Justice’s Judgment Fund, a reserve of public money set aside to pay for agency settlements. On one hand, Interior Secretary Doug Burgum recently characterized the payment as a “refund” in testimony before Congress — a type of payment that the Judgment Fund is not authorized to make. On the other hand, even if it was technically a settlement, it doesn’t meet the Judgement Fund’s standard of “a genuine contested dispute over liability or amount,” Huffman and Raskin write. The Interior Department never issued a stop work order to Total. Neither of the company’s projects had even started construction yet.
If the settlement is allowed to go through, the lawmakers warn, any future U.S. administration could repeat the formula to enact their own agenda. “The only requirements would be a hypothetical threat, a side agreement, and a check drawn from a permanent, uncapped federal account that Congress never authorized for this purpose,” they write.
Lastly, Huffman and Raskin accuse the Trump administration and Total of sticking an unlawful clause in the settlements that declare the agreements “not judicially reviewable.” They assert that only Congress has the power to restrict judicial review. Their letter declares that the provision “accomplishes nothing legally,” and characterizes it as evidence that the parties knew the deal would not survive scrutiny.
In addition to preserving records and putting the funds in escrow, the letter to Total again demands a list of documents related to the deal, providing a new deadline of May 13. We’ll see if the company feels compelled to comply. Huffman and Raskin would need the support of the full House to find Total in contempt of Congress, and it’s not clear they would have the numbers.
Emails between the Pennsylvania governor’s office and Amazon illustrate the difficulty of courting big business as anti-AI fervor explodes.
On March 6, Pennsylvania real estate mogul Brian O’Neill shot a panicked email to Benjamin Kirshner, a top state official, with a plea to the governor.
Amazon, wrote the property developer, had just told him “in writing, and I have sent you the e-mail, that they will not be doing any projects in Pennsylvania until they get certainty that the projects they have invested in can move forward. In conversations, they have pointed out to us that they have been appealed in EVERY project at EVERY turn,” O’Neill told Kirshner, Governor Josh Shapiro’s chief transformation and opportunity officer, referring to local governments rejecting the company’s permit applications. His own project in the Philadelphia suburb of Conshohocken had been blocked in November.
O’Neill then pleaded for the governor to “make sure we are not going to get appealed frivolously by people who just want to slow us down for sport like Amazon,” asking the governor to force those who challenge zoning decisions to post a bond double the value of the project. “If a $2 billion development is postponed due to an appeal, they should have to post a bond for $4 billion,” he wrote.
Kirshner forwarded the request to top officials in the Shapiro administration with a “FYI.”
What if anything came out of this correspondence we don’t know. The Shapiro administration told me it did not respond to O’Neill’s email. When asked if it supported his idea, the governor’s office declined to say, simply stating that the idea would require legislation, which has not been introduced. A representative for O’Neill told me they would supply a response but did not follow up. When asked about the email, Amazon gave me a statement from an unnamed spokesperson stating the company “has a deep and ongoing commitment to Pennsylvania.”
The whole exchange exemplifies the mess Shapiro — or any governor and future presidential hopeful — finds themselves in as an AI data center boom they welcomed runs headlong into a bitter backlash.
Shapiro is not the only state executive being forced to respond to the loud and opposing interests of real estate developers and voters concerned about the rapid pace and lack of transparency of the AI buildout. In Maine, Governor Janet Mills last week vetoed a statewide data center ban, much to the chagrin of the Democratic voter base she’ll need to win a U.S. Senate primary against insurgent progressive upstart Graham Platner.
On the one hand, there’s a lot for a governor to love in the explosion of data center development. The AI revolution has helped Pennsylvania’s economy grow during an overall difficult moment for the U.S. economy. Having announced last June that he was going “all in on AI,” Shapiro has coaxed billions of dollars in Big Tech investment to his state. Reports pin the planned data center investment in Pennsylvania at $100 billion total. Roughly a fifth of that total is from Amazon, which in 2025 announced that it would build more than $20 billion in AI infrastructure in the Commonwealth.
On the other hand, Pennsylvania — a key battleground for anyone seeking the White House — has become a bellwether for the country’s fears about data centers. Many in the state are worried the developments could disrupt the energy grid and raise electricity bills. Depending on how they’re designed, these projects can either be boring box-shaped structures running computers and generating tax revenue or noisy polluters draining local aquifers.
Since late 2024, 26 data center projects have attracted at least some degree of public opposition in Pennsylvania, according to the Heatmap Pro database, which shows the frustrations are widespread across regions, political affiliations, and socioeconomic classes. Most local complaints have focused water consumption, noise, energy consumption, and pollution. My own reporting has also found secrecy to be a major complaint; real estate developers are in many cases getting approval to build data center campuses without telling the public who may inherit these facilities after they’re completed.
Emails obtained by Heatmap News from a grassroots organizer in rural Pennsylvania provide a glimpse into how Shapiro has navigated the intensifying drumbeat against data centers. These records — more than 150 pages of correspondence between Shapiro’s office, Amazon, and others in the tech and real estate industries — paint a vivid picture of how the rumored 2028 Democratic presidential contender initially sought to woo Amazon, then sought to balance that pro-business approach with rising angst against AI and data centers.
For example, in April 2025, months before Amazon announced its $20 billion investment, Shapiro’s office offered the tech giant “exclusive early access” to a permitting fast track program not yet available to the public. Kirshner described the provision to Amazon as an “enhanced permit coordination framework established specifically for Amazon Web Services (AWS) development projects within Pennsylvania.” According to a memo included in the emails bearing the governor’s insignia, the state would help AWS “be among the first companies” to utilize a new program that lets third-party contractors complete parts of the permit application review process.
This program — known as SPEED, or Streamlining Permits for Economic Expansion and Development — was created through state law in July 2024. Under the program, companies seeking specific environmental permits are granted permission to use approved outside hires to review applications and then give those recommendations to the state for use in decisions on permits. The goal of this is to expedite permit reviews overall.
Even though the program was created in 2024, it takes time to stand up a new government program like this. Members of the public were given formal access to apply for the SPEED program at the end of June 2025. This was months after the “exclusive” offer was sent to Amazon.
Notably, the memo is labeled “subject to a non-disclosure agreement dated effective as of Feb. 15, 2024.” The use of NDAs between governments and data center developers is controversial because the agreements swear public officials to secrecy, making them answerable not to the public but rather to private entities within the scope of the contract. In Minnesota, lawmakers have explicitly tried to shed light on data center development by banning local political leaders from entering into NDAs. So controversial is this practice that Microsoft issued a public pledge to stop using NDAs with local governments.
Rosie Lapowsky, Shapiro’s press secretary, confirmed in a statement to me that the administration had given Amazon advance notice of the SPEED program and offered to help it navigate the permitting process, but said that AWS has not so far used the program for any projects.
As for the NDA, it’s not clear what the terms of the agreement referenced in the offer were, who in the office signed it, and whether Shapiro himself was bound by it. This is not the first time NDAs have come up within the Shapiro administration, however. Spotlight PA, an investigative news outlet, reported in 2023 that members of his transition team signed NDAs.
Amazon declined to say whether it had asked anyone in the Shapiro administration to sign a NDA. Shapiro’s office would not provide additional information on whether the governor, any top state officials — including Kirshner, the main signatory of the memo — or any of the governor’s staff are under a NDA with Amazon.
I obtained this window into the Shapiro administration from Colby Wesner, vice president of the grassroots organization Concerned Citizens of Montour County in Pennsylvania. By day, Wesner works in pediatric medicine, but he’s become a well-known figure in tech-anxious corners of Facebook for posting simple videos in which he details the findings of public records requests he submits to attempt to understand Amazon’s data center development practices in the Keystone State.
He first became involved in the fight against data centers, he told me, when developer Talen Energy asked Montour County to rezone hundreds of acres for industrial use. As I chronicled in February, Wesner and others suspected it was for an Amazon data center, but local officials wouldn’t say. Activists grew especially frustrated with this silence after discovering that county staff and at least one county commissioner had signed NDAs against discussing data center development. Wesner wound up discovering that one project was indeed for Amazon, and his video unveiling his findings sparked a local outcry.
“The more you learn, the more you crave to get more information to figure out how secretive these projects generally are, and how non-transparent the state government is,” Wesner told me. “Me personally, I feel obligated to keep doing this because it started from our small county, but Pennsylvania counties across the state are reeling from this.”
To be clear, there are some data center projects in Pennsylvania that Amazon has gotten behind publicly as it sought to develop them, such as this one in Salem Township and this one in Falls Township. Shapiro mentioned both projects in his June 2025 speech announcing Amazon’s $20 billion data center investment in the state, which he said was the single largest capital investment in the Commonwealth’s history.
“Our administration is actively engaged with Amazon on additional sites in our Commonwealth, helping them to secure local support, developing the infrastructure needed to support more data centers and ensure our permitting process works quickly,” Shapiro said at the time, crediting these investments to faster permits that “give confidence to companies like Amazon that their projects will get built on time.”
The emails from Wesner show that Amazon was involved in another project in the state it has not yet confirmed to date: Project Hazelnut in Hazle Township, which is currently under development by real estate firm NorthPoint.
According to tech trade publication Data Center Dynamics, the first public reference to Project Hazelnut was actually from Shapiro, who embraced the project site as a preferred location for tech development and faster permitting. In November 2024, he hosted an event there to publicize a new executive order establishing a statewide “permit fast track” program and identified Project Hazelnut as one of the first to benefit. In a press release, his office said the project was a “transformative technology campus” that “exemplifies Governor Shapiro’s commitment to growing Pennsylvania’s economy all across the Commonwealth by improving permitting processes, reducing delays, and increasing our competitiveness by ensuring government operates at the speed of business.”
It was apparently only afterward, in January 2025, that residents in the surrounding Hazle township learned what Project Hazelnut was: a roughly 1,300-acre campus that would purportedly include 15 data center buildings.
Over the months that followed, getting Hazelnut built was clearly on the Shapiro administration’s minds, as its permitting status was listed alongside the Salem and Falls township projects in the “exclusive” permitting benefit the governor’s office offered the tech giant in April 2025. The memo states that NorthPoint, not Amazon, is “the developer,” but also says Amazon would work on submitting air and storage tank permitting information. Elsewhere in the memo it states that Amazon’s public association as developer of the Salem project led to “multiple challenges” in the permitting process.
Over the summer, Ethan Dodd, a reporter for Real Clear Politics’ Pennsylvania blog, reached out to Amazon asking questions about Project Hazelnut and other data centers in Pennsylvania. “Governor Shapiro’s office thought you would be best to answer these.”
This email immediately led to worries at Amazon. “It appears from the inquiry and the fact that the Gov’s office has directed the reporter to Amazon for more details they may have outed us on a project,” wrote Preston Grisham, who was then a D.C.-based policy lead at Amazon, to Becky Ford, an executive on Amazon’s economic development team.
Ford then forwarded these concerns to Shapiro’s office. “Please see the inquiry below,” Ford wrote to Kirshner and Rick Siger, head of Pennsylvania’s Department of Community and Economic Development. She asked to know who told the reporter to contact Amazon and said Hazelnut was not a site they had “disclosed.”
“In talking to the team we absolutely did not confirm or discuss anything about AWS and Hazelnut,” Siger replied, accusing local residents of “speculating about AWS at Hazelnut — though we did not comment/confirm.”
Kirshner followed up, accusing the reporter of “attempting to create a narrative” and adding: “We did absolutely not tell this reporter that Northpoint was AWS.”
Months later, locals succeeded in pressuring Hazle to reject Project Hazelnut. NorthPoint has appealed the denial in court, as state environmental regulators under Shapiro have continued to advance the project’s environmental permit applications. NorthPoint did not respond to requests for comment. Amazon did not comment on whether it is involved with Project Hazelnut.
Hazelnut’s continued progress is happening as at least one data center project benefiting from the state’s fast-track permitting programs has stalled out. Earlier this week, The Washington Post reported that the permitting application for Project Gravity, another large would-be tech hub, had been put on hold pending additional information from the developer. As in the case of Hazelnut, locals in the tiny township of Archbald learned that Gravity would be a sprawling data center campus, one of a multitude of data center proposals in the area causing chaos between residents and local leadership.
Lapowsky stressed in the statement to me that state agencies in charge of permitting handle applications based on existing law, which includes opportunities for public input and appeal.
Amidst this anger, Shapiro has started to work rhetoric into his public comments saying he feels the pain of places like Hazle. In his February State of the State address, he laid out what he called “the Governor’s Responsible Infrastructure Development” principles, or GRID. He said that these standards, developed by his administration “in consultation with the community,” would “hold data centers accountable to strict standards if they want our full support.”
Three of the four standards struck me as standard fare. Developers would need to bring their own power or pay for new generation; companies would need to hire and train local workers; and they would need to commit to high environmental protection standards. One, though, stood out to me: Shapiro would make developers “commit to strict transparency standards.”
“Too many of these projects have been shrouded in secrecy, with local communities left in the dark about who is coming in and what they’re building,” he said. “That needs to change.”
The same day Shapiro gave that speech, Siger wrote Amazon to assure them the principles “are intended to be voluntary and Shapiro is “not proposing to ban or even discourage data centers or other large loads that don’t agree to implement them from siting here.”
Shapiro’s team also wanted to make sure Amazon got an advance look at the official “principles” before they were made formal and effective. On March 18, Shapiro’s deputy chief of staff Samuel Robinson wrote Ford and Merle Madrid, an Amazon lobbyist, with a “feedback draft of the principles” ahead of plans to “finalize and make the Principles public shortly.”
Amazon may have seen these principles, but I haven’t, and neither have most Pennsylvanians. More than two months since the State of the State address, Shapiro’s office has yet to release a formal outline of the governor’s data center development principles. The “feedback draft” itself wasn’t included in the cache of emails, nor was Amazon’s response, nor is it clear whether any other large tech companies may have received an advance consultation copy.
In the statement provided by the governor’s office, Lapowsky told me that the Shapiro administration is working to finalize and implement these standards and will release more details in the coming weeks, pointing to the GRID principles as outlined in the governor’s speech.
“These standards make clear that if companies want the Commonwealth’s full support — including access to tax credits and faster permitting — they must meet strict expectations around transparency, environmental protection, and community impact,” Lapowsky said. “This is about setting a higher bar for projects, not lowering it, and ensuring development happens responsibly and in a way that benefits Pennsylvanians.”
What we do know is that Shapiro last year was generally sympathetic to hearing Amazon’s needs, too. In the only message from the governor himself that appears in the emails — an August 2025 note sent to Matt Garman, CEO of Amazon Web Services, after the two saw each other in Pittsburgh — Shapiro writes, “We are thankful and excited about AWS’ historic investment and I agree that our teams continue to work very well together and we continue to be committed to your success in PA. We also look forward to the Fall announcement of the additional sites in PA, and would love to collaborate and maximize the impact of those announcements and share the story of positive economic and community outcomes together.”
He concluded the email: “My door is always open should you have issues or ideas you wish to discuss. Please keep in touch.”