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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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The Iran war has been a gift to the country’s vehicle, solar, and battery business.
This is Heatmap Daily, a weekday evening digest written by our executive editor.
Happy Monday and welcome back. For months now, we’ve been talking about how the U.S. and Israel’s war in Iran has been a boon for electric vehicles, clean energy, and (unfortunately) coal.
But today we got data that confirms: This clean energy export boom is not just a side story. It is one of the brighter spots in the overall Chinese economy, which remains the world’s second largest.
According to economic data released on Monday, China grew 4.5% during the summer quarter as compared to the quarter from a year earlier. That means the country will likely hit its growth target this year, albeit on the low end.
The country’s economic expansion wasn’t driven by domestic consumption, however. Consumer confidence remains low, and residential investment has yet to return after the property crash earlier this decade.
Instead, booming exports are now driving China’s economy. Exports were more than 36% higher in September than a year earlier, driven by chips, ships, electric vehicles, and solar panels and batteries. The country will likely record its biggest trade surplus ever this year.
Some of those categories are clearly flourishing thanks to the global AI boom — think chips and even batteries. But the preponderance of vehicle exports suggests surging oil prices aren’t hurting. Sales of ‘new energy vehicles,’ a category that includes 100% electric vehicles and plug-in hybrids, were up more than 13% on a year-over-year basis in September, according to the Chinese car manufacturer’s trade group. But exports of these vehicles are booming. Battery electric vehicles were up 130% last month compared to the same period in 2025, and plug-in hybrid exports were up more than 200%.
It’s interesting to consider how much the Chinese and U.S. economy are mirroring each other at this moment. Americans are dealing with a remarkable investment boom, which is buoying the labor market and stubbornly maintaining high inflationary pressure. China is struggling with deflation, and exports are its quickest path to growth. (Consumer sentiment in both countries, interestingly, seems to be in the doldrums, even though American consumers appear to be in much better shape.)
When thinking about what artificial intelligence could do for the United States over the next decade, some subject-matter prognosticators (and even some Anthropic employees) imagine a world of 4%, 5%, or even 7% GDP growth. Such a growth rate is difficult even to envision in the modern era, of course, and it seems like it could propel the U.S. economy to staggering prosperity.
I know better than to make a prediction about where we’re headed. But amateur economic commentators should keep China in mind, too: a country that dominates along many technological axes, but where the standard economic math of supply, demand, and consumer sentiment still holds. Except if the United States economy were to stumble, no exterior source of demand will come to our rescue.
Endurance Energy hoped its generator would run for a full year, but the team isn’t afraid of the “error” in “trial and error.”
About 300 miles off the Oregon coast, a mile beneath the ocean’s surface, a startup just drilled the world’s first subsea geothermal well. And for a grand total of exactly 8.7 seconds, its prototype power plant generated about 2 kilowatts of net power. It wasn’t quite the result the Seattle-based Endurance Energy was hoping for — the company’s goal was to run its 100-kilowatt generator for a full year. But it’s not nothing.
“We really proved with this mission that a geothermal well could be drilled and completed on the seafloor, and doing that within 21 months of the company existing I think is really a testament to our pace of progress,” Endurance CEO Andrew Redd told me.
A former SpaceX engineer — as so many climate tech founders seem to be — Redd appears quite comfortable with the rapid trial-and-error cycles that hard tech startups often demand. Or as he stated in the company’s press release, which provides a refreshingly frank account of what this first test did and didn’t accomplish, “We follow the adage ‘make it exist, then make it good.’”
Investors seem to be buying it. In June, the startup raised a $54 million Series A, led by Peter Thiel’s Founders Fund — Endurance’s second funding round in less than two years of existence. Still, the team certainly has their work cut out for them. The ocean is a notoriously difficult operating environment: Saltwater is corrosive and offshore infrastructure is difficult and expensive to build, maintain, and repair.
Indeed, Endurance spent the first 11 days of its three-week stint at sea debugging its drill, which the team had never operated underwater before. But with a vessel chartered and a locked-in deployment date, the company couldn’t afford to wait for everything to work out perfectly. “We were still working on that generator hours before it got on the seafloor,” Redd told me. He’s used to that sort of thing, though, comparing it to making final tweaks to rockets already sitting on the launchpad. “That’s kind of the name of the game,” he said.
The trial took place at Axial Seamount, an active underwater volcano and the only place in the world with a cluster of hydrothermal vents connected to shore by fiber optic cable, which allows the Endurance team to monitor and control its system in real time from Seattle. While this was the company’s fifth deep-sea mission, it was the team’s first attempt to actually drill their own well.
After lowering their drill about a mile below the surface, the team bored two holes and turned the second into a well about 2 inches wide, lining it with pipe and sealing it with cement. But after losing so much time to debugging, the team only managed to drill about 52 feet deep — far short of its original 200-foot target.
Water then flowed up the well at about 260 degrees Celsius (around 500 degrees Fahrenheit), but the narrow borehole proved too restrictive to deliver enough heat for the generator to operate. So the team pivoted, connecting the generator directly to a naturally flowing, hotter hydrothermal vent instead. The generator then ran for a total of 29 seconds, producing about 2 kilowatts of net power for 8.7 seconds. That represents the total electricity the turbine generated, minus the 7 to 8 kilowatts needed to run its supporting components, such as the refrigerant pump and other onboard equipment.
Then a software glitch triggered the onboard battery safety system, which shut down the plant. When the team tried to restart the system, the power cable feeding the refrigerant pump failed, leaving the pump unable to restart. That was the end of the road. The mission wrapped up after three weeks at sea, a far shorter run than the team had hoped.
“The success criteria would be if we had left with the generator still on the seafloor; that would have been an example of sustained net power, and we didn’t get there,” Redd told me. Instead, the team brought the system back to Endurance’s Seattle headquarters, where it’s fixing the software as well as refurbishing and upgrading the hardware — which includes changing how it builds and tests subsea cables — to prepare for another mission sometime this winter. This time, the goal will be to generate sustained power from a much deeper well.
The team will need to demonstrate progress soon to keep its next major milestone on track: a planned 2-megawatt deployment off the coast of Tonga by the end of 2027. The project aims to supply electricity directly to the Tongan grid, which today is heavily dependent on expensive, imported diesel. Redd expects subsea geothermal to be cost-competitive with that fuel in this first pilot.
Getting there, however, is a formidable engineering challenge. While it’s long been a subject of academic curiosity, no one prior to Endurance had ever drilled an offshore geothermal well before, meaning the team can’t simply transplant existing land-based technology to the seafloor. “Every component that you would use terrestrially now needs to be either modified or built completely from scratch,” Redd explained. “And so you multiply that across every component required to make these kinds of infrastructure projects happen, and it’s a lot of work.”
No kidding. But if Endurance can pull it off, Redd sees this resource as “the perfect energy source for the future.” A conference paper presented by the geoscience company Viridien last year estimates that offshore geothermal resources worldwide could yield about 6 terawatts of recoverable electric power — nearly twice the world’s current continuous electricity output.
“We can access terawatts of power. There’s no fuel. We can site next to extremely large cities around the Pacific. We have no surface presence,” Redd said, ticking off the advantages. Plus, the three necessary ingredients for a high-quality geothermal well — permeable rock, high heat, and water — are widely accessible offshore, he added. Eventually, he expects subsea geothermal to undercut natural gas in Endurance’s target markets: electricity grids, industrial facilities, and data centers across the Pacific Islands, the U.S. West Coast, and Northeast Asia, all of which sit along the undersea volcanic zone known as the “Ring of Fire.”
The way Redd sees it, advances in subsea technology pioneered by the offshore wind, oil, and gas industries have cleared much of the technological path to making underwater geothermal a viable clean energy resource. In his view, what’s been missing is simply the ambition to chase the opportunity in the private market. SpaceX, he said, really proved what’s possible for a scrappy startup to achieve.
“It is quite new at industrial scale for a small company with a bunch of fairly young people to go after something like this,” he told me. “Before SpaceX went to launch a rocket as a private company, no one thought you could get to orbit as a private company. And so that has really seeded this ambition.”
On Greenland’s deepsea mining ban, Indonesia floating nuclear, and a solar boom
Current conditions: Hurricane Trudy has weakened from its peak as a Category 2 storm but still threatens up to 8 inches of rain as it swirls off Baja California • A nor’easter is howling through the Mid-Atlantic this week, hammering the coast with winds of up to 70 miles per hour • A humid overcast has settled over Paris this week as French authorities struggle to regain control after protests over living costs gave way to anarchic riots.
At least 47 major data center projects have been delayed, withdrawn, or blocked so far this year, according to data the regulatory intelligence service RegLayer shared with the Financial Times — and that may be a “conservative estimate.” Just 35% of planned data centers are “credible,” analysts told the newspaper, as more than 1,000 communities across the United States now have restrictions on artificial intelligence infrastructure. The data comes as investors look increasingly jittery about AI following ChatGPT-maker OpenAI’s missing a key revenue metric this year.
Those findings stand in contrast with the numbers from our data service, Heatmap Pro. Based on our research, at least 107 projects faced cancellation so far this year, putting 2026 on track to beat last year, which saw 108 proposals nixed.
Unless you’re living off the grid and away from any social media (if so, I’m jealous), then you can probably surmise that not-in-my-backyard opposition prevails in many such cases against proposed data centers. That makes selling would-be neighbors on the projects critical. New polling by the advocacy group GoodPower found that a binding promise to protect local electricity rates boosts support for the projects upward by as much as 14 points. Such a pledge worked primarily on the 78% of voters who distrust data centers. Another potential winner: Pair a data center with renewables. At least 46% of respondents to the poll said their support would increase if a project were powered by renewables. The survey spoke to 2,610 registered voters last month and oversampled in states with at least 200 data centers completed: Arizona, Georgia, Indiana, Pennsylvania, Texas, and Virginia.
Greenland wants to find ways to exploit its mineral riches in hopes of generating enough income from industries other than fishing and tourism to eventually wean off subsidies from the governments of Denmark and the European Union. Earlier this month, as you may recall, the self-governing Danish island gave a project the green light. But the government in Nuuk doesn’t want miners harvesting metals from the seabed surrounding the Arctic island, which are fertile fishing grounds and could, in theory, lead to mineral production without meaningful infrastructure to create jobs for Greenlandic people. Last week, the Greenlandic Parliament adopted a resolution requiring the government to draft legislation banning deep-sea mining. All members present voted to approve the proposal, according to Sermitsiaq, a leading newspaper in Nuuk. The ban would, if adopted, last until the end of 2029, with the possibility of an extension for two years at a time.
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Long before the race for small modular reactors kicked off, Russia launched a floating nuclear power station and sailed the vessel up to the Arctic to power a small town. Now, as you may recall, the state-owned Russian nuclear company Rosatom is making plans to build more floating nuclear plants, and it has a major nuclear newcomer nation as an offtaker. Last week, NucNet reported, Rosatom announced a deal with Indonesia’s state-owned PT Pembangkit Listrik Nuklir to supply electricity to northern Indonesia from at least two floating nuclear plants with a capacity of 200 megawatts each.

Over the past decade, small-scale and rooftop solar systems increased from 18,812 gigawatt-hours to 92,979 gigawatt-hours, an increase of over 394%. That’s according to a new analysis from the Energy Information Administration, which found that California, Arizona, Texas, Florida are the regions with the most abundant solar resources. Even though the state has worse solar resources in general, New York ranked fifth as a result of growing capacity. Still, the rate of growth in generation has slowed over the past three years. l
The Trump administration is pulling out all the stops for Alaskans who want to drill and transport fossil fuels, mine minerals, and log trees. Now he’s easing rules on hunters. A new final rule from the National Park Service has revived a hunting method the Biden administration banned in 2024: Baiting bears with doughnuts soaked in bacon grease. Hunters use the baits to lure bears to close range before shooting them. “Some hunters prefer to use strong-smelling, high-calorie foods like pastries, doughnuts, meat scraps or fish remains to lure bears from miles away,” The New York Times reported. “But some conservationists say the practice is unethical and risks making the bears accustomed to human food, which could endanger people.”