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Permitting reform could be the big winner, but that’s just one item on the wish list.

When the American people elected Donald Trump as the 47th president of the United States earlier this month, a large portion of climate world went into a tailspin. In the groggy reckoning of Wednesday morning, MIT Technology Review deemed the outcome a “tragic loss for climate progress;” the next day, a Guardian columnist reminded readers that “Trump has pledged to wage war on planet Earth.” Arielle Samuelson, writing for Heated, reported that given the incoming administration’s history and intentions, the goal of limiting global warming to 1.5 degrees above preindustrial levels was “dead” (although to be fair, that has likely been the case for some time).
But to that segment of the population who approach issues of energy, the environment, and climate change from the right, the post-election mood ranged from cautiously optimistic to jubilant. “The biggest thing we’re excited about is the momentum around this next year and the next administration,” Stephen Perkins, a conservative strategist and the chief operating officer of the American Conservation Coalition, told me.
What Trump will or won’t do in office remains an open question (the picture is getting clearer by the day, however, and we’re tracking it closely here at Heatmap). But while Trump 1.0 rolled back more than a hundred environmental rules and regulations and Trump 2.0 could, by one estimate, add enough carbon dioxide equivalent to the atmosphere by 2030 that it would negate all the savings from clean energy over the past five years, many in the conservative climate sphere believe that regulations have hamstrung the clean energy economy and that an “all-of-the-above” approach could help to lower global emissions by transitioning coal-reliant countries to U.S.-produced liquified natural gas, which expels less greenhouse gas and other pollutants when it’s burned.
What is the first priority on the conservative climate wishlist for the Trump administration? Far and away, it’s clearing red tape. Perkins pointed out that one of Elon Musk’s first tweets when it became clear Republicans would take back the White House on election night was the promise that “soon, you will be free to build again.”
“I give it a 99% to 100% chance we’re going to see permitting reform,” Heather Reams, the president of the center-right group Citizens for Responsible Energy Solutions, told me from her hotel room at COP29.
Nick Loris, the vice president of public policy at C3 Solutions, a nonpartisan public policy group that advocates for free-market solutions to climate, environment, and energy problems, echoed that prediction. “I’m most excited about a renewed and more aggressive push for permitting reform,” he told me, explaining that the election “affords the opportunity for Republicans in both the House and the Senate to come together with even more ambitious plans to reduce red tape in all forms of energy — and I really hope it is for all forms of energy, not just for selected technologies and resources that Republicans tend to like.”
There was also consensus on the value of clearing the path for the export of LNG, which marks one of the more significant ideological breaks of the climate right with the climate left. “I think there’s going to be an immediate push [by the Trump administration] to reduce the pause on liquified natural gas exports,” Loris predicted. (The pause ended in July and the Department of Energy resumed issuing export permits in September, but Trump is expected to expedite the process.) Reams said she expects that during his first 100 days in office, Trump will reverse Biden’s methane emissions fee, which “some considered punitive,” and that she was looking for him to prioritize “protecting fracking, interstate pipelines, [and] exports of crude oil and other petroleum products.” As she explained, “displacing coal or dirtier forms of natural gas with higher life cycle emissions in place of using the U.S. LNG that has lower life cycle emissions” will ultimately help global emissions “go down.” (Others have argued that LNG is far worse over its lifespan than coal.)
Other items on the conservative climate wishlist include reforming regulations governing the mining of critical minerals to ensure a more reliable, less risky schedule for opening new mines and creating a domestic supply chain for the clean energy build-out; accelerating geothermal development and taking the baton from the Biden administration on nuclear energy; and a general streamlining of government programs. “Part of the near-term goal is going to be having an understanding from within the Department of Energy of what’s not working and why isn’t the money flowing out the door in a faster, in a more efficient way?” said Loris of C3 Solutions, citing what he perceived to be the DOE’s lack of urgency on the commercial high-assay, low-enriched uranium program, a key part of establishing a domestic nuclear supply chain.
Spending in the form of clean energy tax credits and incentives presents a thornier problem for the climate right to navigate. Reams told me that all the tax credits in the Inflation Reduction Act will be “up for grabs” as the Trump administration readies its plan to preserve and extend its 2017 tax cuts, and that each must be defended on its merits. “The Trump tax credits expire at the end of 2025, so if you’re looking at one or the other, that’s really the value proposition: Do you want green tax credits, or do you want $2,000 more in your pocket each year per household?” Reams said. “It’s hard to say you want a tax credit for clean energy without understanding the benefits to your household.” Perkins of the ACC added that he doesn’t object to clean energy investments, per se — “red districts overwhelmingly stand to benefit” from such programs, he said — but rather the concern from the right relates “everything else that gets looped into those bills,” such as opposition to IRA provisions connected to prescription drug prices. No one made any promises against pruning.
On other issues, some Republican climate and energy groups break with the Trump administration entirely. “We are very much going to be pushing back on the extensive and aggressive use of tariffs that might come from this administration, which could not just run counter to the administration’s promise to reduce costs for families and businesses but also stymie the deployment of cleaner energy sources as well,” Loris told me of C3 Solution’s plans.
RepublicEN, an education- and communication-oriented group that positions itself as the “EcoRight” answer to the environmental Left, broke with the incoming administration more completely, publishing a series of tepid blog posts in the election’s aftermath. Bob Inglis, the group’s executive director and a former South Carolina Republican congressman, told me that he believes a “substantial percentage of Trump voters” support climate policies and might serve as a local-level bulwark against any climate-unfriendly policies — if “those constituents are visible and audible to their members of Congress.” He’s optimistic that the Republican Party has largely moved on from its “dark days” of climate denialism, and that the next four years might see more reaching across the aisle in pursuit of a common goal.
Is such a thing even possible in this day and age? Inglis hesitated. “I surely hope so,” he finally said. He believes Republicans can “breathe easier now” that they’ve had such resounding electoral wins. “The water’s coming up here in Charleston,” he added. “Let’s do something about it.”
If there was one hope I heard across the board from conservative proponents of climate action, however, it was this: that there should be more compromise between the parties on the issues they agree are important. “As much as some people in the climate space may view this as a challenging time for bipartisanship, we actually think it is the moment for bipartisanship,” Perkins told me. “We’re going to see some incredible things done over the next four years.”
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Co-founder Mateo Jaramillo described how the startup’s iron-air battery could help address the data center boom — and the energy transition
Well before the introduction of ChatGPT and Claude, Ireland underwent a data center construction boom similar to the one the U.S. is experiencing today.
That makes it a fitting location for Form Energy’s first project outside the U.S. Mateo Jaramillo, the CEO of the long-duration energy storage startup, described Ireland as “a postcard from the future” at Heatmap House, a day of conversations and roundtables with leading policymakers, executives, and investors at San Francisco Climate Week.
In a one-on-one interview with Robinson Meyer, Jaramillo went on to explain the potential of a 100-hour battery, calling it the duration at which you can “functionally replace thermal resources on the grid or compete with them.” Such storage capacity would not only bolster data centers’ power reliability but also speed up the transition from oil and gas to renewables.
Form Energy, which Jaramillo co-founded in 2017, is best known for its iron-air battery that can continuously discharge energy for 100 hours. In February, the startup announced a partnership with Google and the utility Xcel Energy to build the highest-capacity battery in the world, capable of storing 30 gigawatt-hours of energy, as Heatmap’s Katie Brigham reported.
Despite the troublesome state of renewables deployment in the U.S., energy storage firms like Form appear to be doing well, thanks to record load growth. “When we founded the company, we didn’t anticipate the boom of data center demand that we’re currently experiencing,” said Jaramillo. “But we did bet on the overall mega-trend being pretty firmly in place, which is electricity growth.”
In addition to load growth, battery manufacturers are still benefiting from the Inflation Reduction Act’s energy storage tax credits, which survived the deep cuts Republicans made to the signature climate law last summer. Jaramillo noted that customers can still claim a tax credit for purchasing energy systems, while a manufacturing protection credit also remains in place. “We absolutely qualify for both those things,” Jaramillo said. “In fact, 100 hours as a duration is written into the legislative text for the manufacturing [tax credit].”
Though batteries can help accelerate the retirement of natural gas plants by providing firm energy to supplement renewables’ generation, politicians’ fear of load growth seems to have forged a bipartisan consensus supporting batteries. For its part, Form Energy is focused on continuing to drive down the cost of its iron-air battery.
From “where we sit today,” Form Energy is “quite confident that we will hit that roughly $20 a kilowatt-hour cost within a very short period of time,” Jaramillo said.
At San Francisco Climate Week, John Reynolds discussed how the state is juggling wildfire prevention, climate goals, and more.
Blessed with ample sun and wind for renewables but bedeviled by high electricity prices and natural disasters, California encapsulates the promise and peril of the United States’ energy transition.
So it was fitting that Heatmap House, a day of conversations and roundtables with leading policymakers, executives, and investors at San Francisco Climate Week, kicked off with John Reynolds, president of the California Public Utilities Commission.
The CPUC oversees the most-populous state’s utilities and has the power to approve or veto electricity and natural gas rate increases. At Heatmap House, Reynolds — “one of California’'s most important climate policymakers,” as Heatmap’s Robinson Meyer called him — affirmed that affordability has been top of mind as power bills have risen to become a mainstream political issue across the country. California’s electricity prices are the second-highest in the nation, behind only Hawaii, according to the Electricity Price Hub.
“I’d really like to see us drive down the portion of household income that is consumed by energy prices,” Reynolds said in a one-on-one interview with Rob. “That’s a really important metric for making sure that we’re doing our job to deliver a system that’s efficient at meeting customer needs and is able to support the growth of our economy.”
The Golden State’s power premium has been exacerbated by the fallout from multiple wildfires that have devastated various parts of the state in recent years, which have necessitated costly grid upgrades such as undergrounding power lines. California-based utility PG&E has also invested in more futuristic fire solutions such as “vegetation management robots, power pole sensors, advanced fire detection cameras, and autonomous drones, with much of this enhanced by an artificial intelligence-powered analytics platforms,” as Heatmap’s Katie Brigham wrote shortly after last year’s fires in Los Angeles.
Affordability affects not just Californians’ financial wellbeing, but also the state’s ability to decarbonize quickly. “The affordability challenge that we’re seeing in electric and gas service is one that is going to make it more difficult to meet our climate goals as a state,” Reynolds said.
One contentious — and somewhat byzantine — aspect of California’s energy transition is how much of a financial incentive the CPUC should offer for residents to install rooftop solar. Net metering is a billing system that rewards households with solar panels for sending excess generation back to the grid. Three years ago, the CPUC adopted a new standard that substantially lowered the rate at which solar panel users were compensated.
“We had to slow the bleeding,” Reynolds said, referring to the greater financial burden paid by utility customers without solar panels. “The net billing tariff did slow the bleeding, but it didn’t stop it.”
Asked whether he is focused more on electricity rates (the amount a customer pays per kilowatt-hour) or bills (the amount a utility charges a ratepayer), Reynolds said both are important.
“If we can drive down electric rates, we’re going to enable more electrification of transportation and of buildings,” Reynolds said. “It’s really important to look at bills, because that is fundamentally what hits households. People’s wallets are limited by their bills, not by their rates.”
The state has terminated an agreement to develop substations and other necessary grid infrastructure to serve the now-canceled developments.
Crucial transmission for future offshore wind energy in New Jersey is scrapped for now.
The New Jersey Board of Public Utilities on Wednesday canceled the agreement it reached with PJM Interconnection in 2021 to develop wires and substations necessary to send electricity generated by offshore wind across the state. The board terminated this agreement because much of New Jersey’s expected offshore wind capacity has either been canceled by developers or indefinitely stalled by President Donald Trump, including the now-scrapped TotalEnergies projects scrubbed in a settlement with his administration.
“New Jersey is now facing a situation in which there will be no identified, large-scale in-state generation projects under active development that can make use of [the agreement] on the timeline the state and PJM initially envisioned,” the board wrote in a letter to PJM requesting termination of the agreement.
Wind energy backers are not taking this lying down. “We cannot fault the Sherrill Administration for making this decision today, but this must only be a temporary setback,” Robert Freudenberg of the New Jersey and New York-focused environmental advocacy group Regional Plan Association, said in a statement released after the agreement was canceled.
I chronicled the fight over this specific transmission infrastructure before Trump 2.0 entered office and the White House went nuclear on offshore wind. Known as the Larrabee Pre-Built Infrastructure, the proposed BPU-backed network of lines and electrical equipment resulted from years of environmental and sociological study. It was intended to connect wind projects in the Atlantic Ocean to key points on the overall grid onshore.
Activists opposed to putting turbines in the ocean saw stopping the wires as a strategy for delaying the overall construction timelines for offshore wind, intensifying both the costs and permitting headaches for all state and development stakeholders involved. Some of those fighting the wires did so based on fears that electromagnetic radiation from the transmission lines would make them sick.
The only question mark remaining is whether this means the state will try to still proceed with building any of the transmission given rising electricity demand and if these plans may be revisited at a later date. The board’s letter to PJM nods to the future, asserting that new “alternative pathways to coordinated transmission” exist because of new guidance from the Federal Energy Regulatory Commission. These pathways “may serve” future offshore wind projects should they be pursued, stated the letter.
Of course, anything related to offshore wind will still be conditional on the White House.