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

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 But what if the problem isn’t the number of power lines, but rather the outdated metal wires they’re made of?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.
Log in
To continue reading, log in to your account.
Create a Free Account
To unlock more free articles, please create a free account.
The proportion of voters who strongly oppose development grew by nearly 50%.
During his State of the Union address Tuesday night, President Donald Trump attempted to stanch the public’s bleeding support for building the data centers his administration says are necessary to beat China in the artificial intelligence race. With “many Americans” now “concerned that energy demand from AI data centers could unfairly drive up their electricity bills,” Trump said, he pledged to make major tech companies pay for new power plants to supply electricity to data centers.
New polling from energy intelligence platform Heatmap Pro shows just how dramatically and swiftly American voters are turning against data centers.
Earlier this month, the survey, conducted by Embold Research, reached out to 2,091 registered voters across the country, explaining that “data centers are facilities that house the servers that power the internet, apps, and artificial intelligence” and asking them, “Would you support or oppose a data center being built near where you live?” Just 28% said they would support or strongly support such a facility in their neighborhood, while 52% said they would oppose or strongly oppose it. That’s a net support of -24%.
When Heatmap Pro asked a national sample of voters the same question last fall, net support came out to +2%, with 44% in support and 42% opposed.
The steep drop highlights a phenomenon Heatmap’s Jael Holzman described last fall — that data centers are "swallowing American politics,” as she put it, uniting conservation-minded factions of the left with anti-renewables activists on the right in opposing a common enemy.
The results of this latest Heatmap Pro poll aren’t an outlier, either. Poll after poll shows surging public antipathy toward data centers as populists at both ends of the political spectrum stoke outrage over rising electricity prices and tech giants struggle to coalesce around a single explanation of their impacts on the grid.
“The hyperscalers have fumbled the comms game here,” Emmet Penney, an energy researcher and senior fellow at the right-leaning Foundation for American Innovation, told me.
A historian of the nuclear power sector, Penney sees parallels between the grassroots pushback to data centers and the 20th century movement to stymie construction of atomic power stations across the Western world. In both cases, opponents fixated on and popularized environmental criticisms that were ultimately deemed minor relative to the benefits of the technology — production of radioactive waste in the case of nuclear plants, and as seems increasingly clear, water usage in the case of data centers.
Likewise, opponents to nuclear power saw urgent efforts to build out the technology in the face of Cold War competition with the Soviet Union as more reason for skepticism about safety. Ditto the current rhetoric on China.
Penney said that both data centers and nuclear power stoke a “fear of bigness.”
“Data centers represent a loss of control over everyday life because artificial intelligence means change,” he said. “The same is true about nuclear,” which reached its peak of expansion right as electric appliances such as dishwashers and washing machines were revolutionizing domestic life in American households.
One of the more fascinating findings of the Heatmap Pro poll is a stark urban-rural divide within the Republican Party. Net support for data centers among GOP voters who live in suburbs or cities came out to -8%. Opposition among rural Republicans was twice as deep, at -20%. While rural Democrats and independents showed more skepticism of data centers than their urbanite fellow partisans, the gap was far smaller.
That could represent a challenge for the Trump administration.
“People in the city are used to a certain level of dynamism baked into their lives just by sheer population density,” Penney said. “If you’re in a rural place, any change stands out.”
Senator Bernie Sanders, the democratic socialist from Vermont, has championed legislation to place a temporary ban on new data centers. Such a move would not be without precedent; Ireland, transformed by tax-haven policies over the past two decades into a hub for Silicon Valley’s giants, only just ended its de facto three-year moratorium on hooking up data centers to the grid.
Senator Josh Hawley, the Missouri Republican firebrand, proposed his own bill that would force data centers off the grid by requiring the complexes to build their own power plants, much as Trump is now promoting.
On the opposite end of the spectrum, you have Republicans such as Mississippi Governor Tate Reeves, who on Tuesday compared halting construction of data centers to “civilizational suicide.”
“I am tempted to sit back and let other states fritter away the generational chance to build. To laugh at their short-sightedness,” he wrote in a post on X. “But the best path for all of us would be to see America dominate, because our foes are not like us. They don’t believe in order, except brutal order under their heels. They don’t believe in prosperity, except for that gained through fraud and plunder. They don’t think or act in a way I can respect as an American.”
Then you have the actual hyperscalers taking opposite tacks. Amazon Web Services, for example, is playing offense, promoting research that shows its data centers are not increasing electricity rates. Claude-maker Anthropic, meanwhile, issued a de facto mea culpa, pledging earlier this month to offset all its electricity use.
Amid that scattershot messaging, the critical rhetoric appears to be striking its targets. Whether Trump’s efforts to curb data centers’ impact on the grid or Reeves’ stirring call to patriotic sacrifice can reverse cratering support for the buildout remains to be seen. The clock is ticking. There are just 36 weeks until the midterm Election Day.
The public-private project aims to help realize the president’s goal of building 10 new reactors by 2030.
The Department of Energy and the Westinghouse Electric Company have begun meeting with utilities and nuclear developers as part of a new project aimed at spurring the country’s largest buildout of new nuclear power plants in more than 30 years, according to two people who have been briefed on the plans.
The discussions suggest that the Trump administration’s ambitious plans to build a fleet of new nuclear reactors are moving forward at least in part through the Energy Department. President Trump set a goal last year of placing 10 new reactors under construction nationwide by 2030.
The project aims to purchase the parts for 8 gigawatts to 10 gigawatts of new nuclear reactors, the people said. The reactors would almost certainly be AP1000s, a third-generation reactor produced by Westinghouse capable of producing up to 1.1 gigawatts of electricity per unit.
The AP1000 is the only third-generation reactor successfully deployed in the United States. Two AP1000 reactors were completed — and powered on — at Plant Vogtle in eastern Georgia earlier this decade. Fifteen other units are operating or under construction worldwide.
Representatives from Westinghouse and the Energy Department did not respond to requests for comment.
The project would use government and private financing to buy advanced reactor equipment that requires particularly long lead times, the people said. It would seek to lower the cost of the reactors by placing what would essentially be a single bulk order for some of their parts, allowing Westinghouse to invest in and scale its production efforts. It could also speed up construction timelines for the plants themselves.
The department is in talks with four to five potential partners, including utilities, independent power producers, and nuclear development companies, about joining the project. Under the plan, these utilities or developers would agree to purchase parts for two new reactors each. The program would be handled in part by the department’s in-house bank, the Loan Programs Office, which the Trump administration has dubbed the Office of Energy Dominance Financing.
This fleet-based approach to nuclear construction has succeeded in the past. After the oil crisis struck France in the 1970s, the national government responded by planning more than three-dozen reactors in roughly a decade, allowing the country to build them quickly and at low cost. France still has some of the world’s lowest-carbon electricity.
By comparison, the United States has built three new nuclear reactors, totaling roughly 3.5 gigawatts of capacity, since the year 2000, and it has not significantly expanded its nuclear fleet since 1990. The Trump administration set a goal in May to quadruple total nuclear energy production — which stands at roughly 100 gigawatts today — to more than 400 gigawatts by the middle of the century.
The Trump administration and congressional Republicans have periodically announced plans to expand the nuclear fleet over the past year, although details on its projects have been scant.
Senator Dave McCormick, a Republican of Pennsylvania, announced at an energy summit last July that Westinghouse was moving forward with plans to build 10 new reactors nationwide by 2030.
In October, Commerce Secretary Howard Lutnick announced a new deal between the U.S. government, the private equity firm Brookfield Asset Management, and the uranium company Cameco to deploy $80 billion in new Westinghouse reactors across the United States. (A Brookfield subsidiary and Cameco have jointly owned Westinghouse since it went bankrupt in 2017 due to construction cost overruns.) Reuters reported last month that this deal aimed to satisfy the Trump administration’s 2030 goal.
While there have been other Republican attempts to expand the nuclear fleet over the years, rising electricity demand and the boom in artificial intelligence data centers have brought new focus to the issue. This time, Democratic politicians have announced their own plans to boost nuclear power in their states.
In January, New York Governor Kathy Hochul set a goal of building 4 gigawatts of new nuclear power plants in the Empire State.
In his State of the State address, Governor JB Pritzker of Illinois told lawmakers last week that he hopes to see at least 2 gigawatts of new nuclear power capacity operating in his state by 2033.
Meeting Trump’s nuclear ambitions has been a source of contention between federal agencies. Politico reported on Thursday that the Energy Department had spent months negotiating a nuclear strategy with Westinghouse last year when Lutnick inserted himself directly into negotiations with the company. Soon after, the Commerce Department issued an announcement for the $80 billion megadeal, which was big on hype but short on details.
The announcement threw a wrench in the Energy Department’s plans, but the agency now seems to have returned to the table. According to Politico, it is now also “engaging” with GE Hitachi, another provider of advanced nuclear reactors.
On nuclear tax credits, BLM controversy, and a fusion maverick’s fundraise
Current conditions: A third storm could dust New York City and the surrounding area with more snow • Floods and landslides have killed at least 25 people in Brazil’s southeastern state of Minas Gerais • A heat dome in Western Europe is pushing up temperatures in parts of Portugal, Spain, and France as high as 15 degrees Celsius above average.

The Department of Energy’s in-house lender, the Loan Programs Office — dubbed the Office of Energy Dominance Financing by the Trump administration — just gave out the largest loan in its history to Southern Company. The nearly $27 billion loan will “build or upgrade over 16 gigawatts of firm reliable power,” including 5 gigawatts of new gas generation, 6 gigawatts of uprates and license renewals for six different reactors, and more than 1,300 miles of transmission and grid enhancement projects. In total, the package will “deliver $7 billion in electricity cost savings” to millions of ratepayers in Georgia and Alabama by reducing the utility giant’s interest expenses by over $300 million per year. “These loans will not only lower energy costs but also create thousands of jobs and increase grid reliability for the people of Georgia and Alabama,” Secretary of Energy Chris Wright said in a statement.
Over in Utah, meanwhile, the state government is seeking the authority to speed up its own deployment of nuclear reactors as electricity demand surges in the desert state. In a letter to the Nuclear Regulatory Commission dated November 10 — but which E&E News published this week — Tim Davis, the executive director of Utah’s Department of Environmental Quality, requested that the federal agency consider granting the state the power to oversee uranium enrichment, microreactor licensing, fuel storage, and reprocessing on its own. All of those sectors fall under the NRC’s exclusive purview. At least one program at the NRC grants states limited regulatory primacy for some low-level radiological material. While there’s no precedent for a transfer of power as significant as what Utah is requesting, the current administration is upending norms at the NRC more than any other government since the agency’s founding in 1975.
Building a new nuclear plant on a previously undeveloped site is already a steep challenge in electricity markets such as New York, California, or the Midwest, which broke up monopoly utilities in the 1990s and created competitive auctions that make decade-long, multibillion-dollar reactors all but impossible to finance. A growing chorus argues, as Heatmap’s Matthew Zeitlin wrote, that these markets “are no longer working.” Even in markets with vertically-integrated power companies, the federal tax credits meant to spur construction of new reactors would make financing a greenfield plant is just as impossible, despite federal tax credits meant to spur construction of new reactors. That’s the conclusion of a new analysis by a trio of government finance researchers at the Center for Public Enterprise. The investment tax credit, “large as it is, cannot easily provide them with upfront construction-period support,” the report found. “The ITC is essential to nuclear project economics, but monetizing it during construction poses distinct challenges for nuclear developers that do not arise for renewable energy projects. Absent a public agency’s ability to leverage access to the elective payment of tax credits, it is challenging to see a path forward for attracting sufficient risk capital for a new nuclear project under the current circumstances.”
Steve Pearce, Trump’s pick to lead the Department of the Interior’s Bureau of Land Management, wavered when asked about his record of pushing to sell off federal lands during his nomination hearing Wednesday. A former Republican lawmaker from New Mexico, Pearce has faced what the public lands news site Public Domain called “broad backlash from environmental, conservation, and hunting groups for his record of working to undermine public land protections and push land sales as a way to reduce the federal deficit.” Faced with questions from Democratic senators, Pearce said, “I’m not so sure that I’ve changed,” but insisted he didn’t “believe that we’re going to go out and wholesale land from the federal government.” That has, however, been the plan since the start of the administration. As Heatmap’s Jeva Lange wrote last year, Republicans looked poised to use their trifecta to sell off some of the approximately 640 million acres of land the federal government owns.
Sign up to receive Heatmap AM in your inbox every morning:
At Tuesday’s State of the Union address, as I told you yesterday, Trump vowed to force major data center companies to build, bring, or buy their own power plants to keep the artificial intelligence boom from driving up electricity prices. On Wednesday, Fox News reported that Amazon, Google, Meta, Microsoft, xAI, Oracle, and OpenAI planned to come to the White House to sign onto the deal. The meeting is set to take place sometime next month. Data centers are facing mounting backlash. Developers abandoned at least 25 data centers last year amid mounting pushback from local opponents, Heatmap's Robinson Meyer recently reported.
Shine Technologies is a rare fusion company that’s actually making money today. That’s because the Wisconsin-based firm uses its plasma beam fusion technology to produce isotopes for testing and medical therapies. Next, the company plans to start recycling nuclear waste for fresh reactor fuel. To get there, Shine Technologies has raised $240 million to fund its efforts for the next few years, as I reported this morning in an exclusive for Heatmap. Nearly 63% of the funding came from biotech billionaire Patrick Soon-Shiong, who will join the board. The capital will carry the company through the launch of the world’s largest medical isotope producer and lay the foundations of a new business recycling nuclear waste in the early 2030s that essentially just reorders its existing assembly line.
Vineyard Wind is nearly complete. As of Wednesday, 60 of the project’s 62 turbines have been installed off the coast of Massachusetts. Of those, E&E News reported, 52 have been cleared to start producing power. The developer Iberdrola said the final two turbines may be installed in the next few days. “For me, as an engineer, the farm is already completed,” Iberdrola’s executive chair, Ignacio Sánchez Galán, told analysts on an earnings call. “I think these numbers mean the level of availability is similar for other offshore wind farms we have in operation. So for me, that is completed.”