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:
Vermont is on the verge of becoming the first state to try it.

Dozens of cities and states have tried to sue the oil industry for damages related to climate change over the past several years, and so far, none of these cases has been successful. In fact, not one has even made it to trial.
In the meantime, the price tag for climate-related impacts has climbed ever higher, and states are growing more desperate for help with the bill. Out of that desperation, a new legal strategy was born, one that may have a better chance of getting fossil fuel companies to pay up. And Vermonters may be the first to benefit.
It’s called a climate superfund bill, and versions of it are floating through legislative chambers in New York, Massachusetts, and Maryland, in addition to Vermont. Though each bill is slightly different, the general premise is the same: Similar to the way the federal Superfund law allows the Environmental Protection Agency to seek funds retroactively from polluters to clean up contaminated sites, states will seek to bill fossil fuel companies retroactively for the costs of addressing, avoiding, and adapting to the damages that the emissions from their products have caused.
Though New York was the first state to introduce a climate superfund bill two years ago, Vermont may be the first to get it through a legislature. On Friday, the Vermont Senate voted 21 to five to approve amendments to the bill, and will vote next week on whether to send it to the House. An equivalent bill in the House is cosponsored by nearly two-thirds of state representatives and the policy also won the support of Vermont’s Attorney General.
If it gets past the governor’s desk, the bill will kick off a multiyear process that, in the most optimistic case, could bring money into the state by 2028. The first step is for the state Treasurer to assess the cost to Vermont, specifically, of emissions from the extraction and combustion of fossil fuels from 1995 to 2024, globally. Regulators will then request compensation from responsible parties in proportion to the emissions each company contributed. The state will identify responsible parties by focusing only on the biggest emitters, companies whose products generated at least a billion tons of emissions during that time. The money will go toward implementing a state “resilience and implementation strategy” to be mapped out in the next two years.
The idea of states retroactively billing fossil fuel companies for damages outside the context of a lawsuit might sound a little far-fetched. Or, at least, I thought it was when I first heard about it. How can that be legal?
Anthony Iarrapino, the lead lobbyist supporting the bill for the Conservation Law Foundation, a New England-based environmental law nonprofit, explained it this way. There is established case law that deals with retroactive liability in the context of hazardous waste — again, the Superfund law. “Even if your activities were legal at the time you undertook them, if they result in making a mess, then you can be on the hook for cleaning that mess,” he told me. “The idea here is looking at climate disruption as a polluted site.”
How is that fair? Well, the legal precedents supporting the Superfund law and similar policies turn on a key question. Did the companies understand that their activities were potentially harmful at the time they engaged in them? “If, objectively, you knew or should have known that your conduct, whether it was legal or not, was likely to result in damages that would impose costs on society,” Iarrapino said, “then it's fair, from a lookback perspective, to hold you accountable when those damages begin to manifest in the environment or in impacts to human health.” That’s because, according to precedent, you essentially assumed the risk that at some point in the future, you might be on the hook.
By now there’s a mountain of evidence that fossil fuel companies like Exxon did, in fact, know how damaging their products would be several decades before the period covered by the Vermont bill, based on internal research not shared with the public at the time. But Ben Edgerly Walsh, an advocate at the Vermont Public Interest Research Group, told me that even absent that evidence, they should have recognized the risk based on the scientific consensus that emerged in the 1970s and 1980s. To wit: Vermont chose 1995 as the start year for its bill because that’s when the first United Nations climate change conference was held.
“We shouldn't have to bear the cost of this ourselves,” said Walsh. “These oil companies that are still making hundreds of billions of dollars in profit annually should have to pay their fair share for the cost of the climate crisis they caused.”
Underpinning the bill — as well as many of the related lawsuits — is the advancement of “attribution science,” or the ability to quantify the economic losses that a region has borne due to anthropogenic climate change, as well as future losses that are already baked in, and then attribute them back to particular emitters. In testimony for the Vermont superfund bill, Justin Mankin, an associate professor at Dartmouth, stressed that these are peer reviewed, consensus, scientific methods — and that in general, they are conservative. “It is my opinion that we are systematically underestimating the economic cost of climate change to date,” he told the Vermont Judiciary Committee in February. “And that is because all of these climate damage cost assessment methods are inherently conservative, or limited by data.”
The bill’s sponsors also looked to research from Richard Heede, creator of the famous “Carbon Majors” database, which calculated the emissions of major fossil fuel companies based on the amount of oil, gas, and coal they each extracted and found that some 70% of fossil fuel emissions since 1988 can be attributed to 100 companies. In testimony to the Vermont Senate, Heede estimated that about 68 companies would be captured by the bill’s billion-ton threshold.
Of course, the fossil fuel industry patently disputes the science that Heede and Mankin expounded. The American Petroleum Institute submitted testimony warning of the “difficulties of establishing a conclusive link between anthropogenic climate change and alleged injuries to Vermont” and arguing that the emissions from individual companies over the last several decades cannot “be determined with great accuracy.” The group also called it “unfair” to charge the companies that sold oil and gas, considering they “did not combust fossil fuels but simply extracted or refined them in order to meet the needs and demands of the people.”
That might be where the biggest weak spot in the climate superfund bills — as well as the climate damages lawsuits — lies. There’s an underlying philosophical question, Martin Lockman, a climate law fellow at Columbia University, told me. Who in the supply chain is responsible for the pollution from fossil fuels?
The answer turns on a moral argument that fossil fuel companies have made enormous profits from fossil fuels for decades, all while knowing what the harms would be. “From a moral perspective, I think that these are very justified,” said Lockman, “but that will certainly get opened in litigation.”
If any of the climate superfund bills pass, they will absolutely be challenged in court. One reason they may see more success than the more direct lawsuits, however, is that they flip the burden of proof. If Vermont sued oil companies for damages, the burden would be on Vermont to prove its case, and as the defendants, the oil companies would get a “bag of tricks” to use to stall the case and make it very expensive to pursue, said Iarrapino. For example, many of these lawsuits have been delayed by years-long arguments over whether they should be tried in state or federal court, or whether the oil companies have to release certain documents.
“Even though it’s the same harms and the same contexts,” Iarrapino told me, “you’ve got a balance of power where they can win the case by losing slowly.” But if oil companies sue Vermont, for example, by calling its law unconstitutional, the burden of proof will be on them, and the state will have no incentive to delay the case.
I should note here that the federal Superfund law is not exactly the ideal model for this policy. Much of the time, the EPA can’t track down a company to ascribe blame for the contamination, and taxpayers end up footing the bill of the cleanup. Even when it does find a responsible party, said party often ends up litigating the amount owed for years. The Passaic River in New Jersey was declared a Superfund site 40 years ago, and the EPA is still fighting with Occidental over how much it should pay for the cleanup.
Iarrapino thinks there’s one key difference in the proposed climate superfund program. At contaminated sites, there can be a lot of potential polluters and so it’s difficult to assign blame. The Vermont bill attaches liability directly to the act of extracting and refining fossil fuels for combustion. “You either did that or you didn't do that,” he said. When it comes to companies like Exxon and BP, “that is their whole reason for existing.” That doesn’t mean companies won’t use all the firepower they have to dispute the amount they owe, however.
It may seem unfair for a single state, especially one as small as Vermont, to win compensation first when the damages are global and unequally distributed. But Lockman of Columbia said if these bills are successful, fossil fuel companies may stop fighting liability entirely and instead push the federal government to take action so they can be held to a more consistent standard across the country.
When I first reached Iarrapino, he told me that just downstairs from his office, someone was sawing and hammering the walls because the first floor had been entirely underwater when Montpelier flooded last summer. Three businesses that were in the building are gone. A recent estimate puts the cost of state-wide damages from the storm at $600 million.
“At this point,” he said, “what else does a state like Vermont have to lose?”
Log in
To continue reading, log in to your account.
Create a Free Account
To unlock more free articles, please create a free account.
PJM is back open for business, but the new generation applying to interconnect is primarily natural gas.
America’s largest electricity market is looking at hooking up new power generation again, and a lot of it is natural gas.
PJM stopped evaluating new generation in 2022, when the backlog of projects awaiting interconnection studies stood at 2,664, of which 1,972 — representing 107 gigawatts, about two-thirds of the total — were renewables.
“They’ve been spending these past four years working through the backlog, studying everything that’s in there, and that process is up,” Jon Gordon, senior director at Advanced Energy United, told me.
The electricity market announced last August that applications for the first cycle of interconnection studies under a new, reformed process would be due this week. Some 811 projects with a combined capacity of 220 gigawatts made the Monday deadline, PJM said Wednesday. This time around, the mix looks a little different.
While solar, storage, and solar-and-storage projects make up more than half the queue by number (536 in total), by capacity, nearly half is natural gas, with 106 gigawatts out of around 220 gigawatts total.
For years, some of the strongest advocates of interconnection queue reform at PJM have been advocates for renewables. With the wait for interconnection stretching up to eight years, solar and wind projects in particular found themselves in trouble. Even as the cost of solar had been dropping dramatically, higher inflation and higher interest rates following the COVID pandemic and Russian invasion of Ukraine made developing renewables more expensive — and that was before Donald Trump regained the White House and declared war on clean energy.
Since 2020, PJM said in a March blog post, 103 gigawatts of interconnection agreements resulted in just 23 gigawatts of new generation being added to the grid. Three-quarters of projects that PJM studied withdrew from the process at some point before sending power to the grid.
PJM spent the past four years reviewing old projects and developing a process designed to get interconnection service agreements done in two years at most. The round of projects submitted up through this week will not be evaluated on the “first-come, first-served” model that had bedeviled the previous system. Instead, PJM has adopted a “first-ready, first-served approach,” which the organization says will mean “prioritizing projects that are more advanced and better positioned to move forward.”
The reformed queue couldn’t come soon enough. Over the past four years, PJM has become desperate for more power to serve exploding data center demand and help alleviate high prices.
Since 2020, electricity prices in PJM have risen almost 50%, from 12.6 cents per kilowatt-hour to 18.7 cents per kilowatt-hour, according to data from Heatmap and MIT’s Electricity Price Hub. Typical electricity bills have risen from around $128 a month to about $161.
“Current projections show a potential capacity shortfall of 50 GW to 60 GW in the next decade, primarily driven by large load growth,” PJM said last month. For reference, a gigawatt is enough to power a city of around 800,000 homes. PJM’s existing installed capacity is around 180 gigawatts.
When I asked Gordon about the large presence of natural gas in the new queue, he pointed to data centers, which “have become a massive sea change to the whole landscape of energy.” That goes especially for the scale of planned facilities, such as a planned 1.4-gigawatt data center campus on a 700-acre footprint in Cumberland County, Pennsylvania.
“Now they're talking gigawatt-size data centers that would require, potentially, an enormous natural gas plant — maybe more than one,” Gordon said. Getting the requisite financing and permitting for renewable and storage resources to power such a large-scale project would be “enormously challenging,” he added. Meanwhile, “natural gas has risen to the fore here, and it’s getting a lot of tailwind from the Trump administration.”
(Something else eagle-eyed readers may have spotted in the numbers on new planned projects: their average size is much bigger than those in the queue as of 2022. The new batch comes in at an average size of nearly 272 megawatts each, compared to around 60 megawatts for the old one. That holds especially for solar, storage, and solar-plus-storage projects, which clock in at nearly 198 megawatts on average, compared to just 54 in 2022.)
Earlier this year, governors of states in the PJM region, led by Pennsylvania’s Josh Shapiro, and the White House agreed on a $15 billion special auction for procuring new generation in PJM. That came after PJM’s most recent capacity auction — in which generators bid to be compensated for their ability to stay on the grid in times of need — failed to meet even PJM’s preferred reliability margin.
Pressure continued to mount on the electricity market following the capacity auction, as federal regulators took it to task for its failure to get more generation online. Two weeks ago, PJM put some meat on the bones of the White House agreement by proposing a two-stage process, whereby power customers would directly contract for new generation with power supplies starting in September and PJM would facilitate an auction for whatever was still necessary to meet its capacity increase goals by March of next year.
The plan met a cool reception in Washington, where Federal Energy Regulatory Commission Chair Laura Swett said she was “a bit perplexed” by the PJM proposal, adding it didn’t meet the timeline set out by the White House and the PJM governors to hold an auction this year
While PJM may be able to reform its own processes or come up with special procurements, there’s still the same old issues that have bedeviled energy buildouts everywhere.
Projects that have already been approved are facing “hurdles such as state permitting and supply chain backlogs,” PJM said Wednesday.
That being said, renewables and storage can still benefit from an improved interconnection process, Gordon told me. “Renewables would have always benefited, and still will benefit from improved interconnection,” Gordon told me. That’s largely because renewable projects tend to be smaller on a per-project basis than gas, let alone nuclear, and are more plentiful in number, and therefore stand to benefit disproportionately from faster reviews.
The real tragedy, Gordon said, is that more renewables couldn’t come online when the political and economic winds were blowing in their favor. Projects that were submitted to the queue before its closure in 2022 were “probably very economic back then,” he told me. “They died on the vine as they waited in the queue.”
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.
Get Heatmap AM directly in your inbox every morning:
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.”
Sign up to receive Heatmap AM in your inbox every morning:
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.