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On ExxonMobil’s behind the meter plans, a lawsuit in Washington, and Ontario’s warning to Trump.

Current conditions: The wind chill could reach -20 degrees Fahrenheit in Chicago today • Red flag warnings have finally expired in Malibu • Governor Kathy Hochul has declared a state of emergency for Western and Central New York due to “near whiteout conditions” from a lake effect snowstorm.
ExxonMobil announced Wednesday that it plans to “generate low-carbon electricity for data centers in the United States” by building natural gas-fueled power plants outfitted with carbon capture and storage technology to supply “behind-the-meter” electricity, unconnected from the grid. Staying off the grid will help the company avoid making costly transmission upgrades, meaning the generation capacity “can be installed at a pace that other alternatives, including U.S. nuclear power, cannot match,” Exxon said. Matthew Zeitlin explains in Heatmap that the move comes as the power industry “has reached an inflection point thanks to new demand from data centers to power artificial intelligence, electrification of transportation and heating, and new manufacturing investment,” with ExxonMobil joining Chevron in exploring behind-the-meter options for natural gas.
President-elect Donald Trump announced Wednesday that he wants Jacob Helberg to serve as his under-secretary of State for economic growth, energy, and the environment — the highest-ranking State Department economic policy position available. A former supporter of Democrat Pete Buttigieg, Helberg reportedly “fell in love” with Trump (and became a major donor, to the tune of $1 million) partly because of the Biden administration’s move to regulate artificial intelligence, which he considered burdensome.
At 34, Helberg is notably inexperienced — he “has never built a successful tech company or led a major fund,” Forbes writes, and he currently serves as an adviser to the CEO of the defense contractor Palantir. But Helberg has earned his reputation as a China hawk, having thrown his weight behind Congress’ TikTok ban, calling the app a “weapon of war.” Helberg has broadly called for the United States to “reindustrialize” to “secure its supply chains and information networks against Chinese attacks.”
Ontario Premier Doug Ford threatened to cut off the province’s electricity exports to the United States if President-elect Trump follows through on his proposal to impose a 25% tariff on Canadian imports next year. “Depending how far this goes, we will go to the extent of cutting off their energy, going down to Michigan, going down to New York State, and over to Wisconsin,” Ford said. “I don’t want this to happen, but my number one job is to protect Ontario, Ontarians, and Canadians as a whole.” Roughly 85% of U.S. electricity imports come from Canada, with Ontario responsible for about 13.9 million megawatt-hours of electricity, powering about 1.5 million American homes. Most electricity generated in Ontario is from renewable sources, primarily nuclear and hydropower, with the province’s exports helping New York, Maryland, and Illinois to meet their clean energy commitments.
A Washington State ballot measure that would hamper efforts to transition buildings away from natural gas is “unconstitutional,” according to a group of activists, who filed a lawsuit Wednesday seeking to overturn it. The ballot measure, Initiative 2066, passed with 51.7% of the vote in November after being pitched by its sponsor, the Building Industry Association of Washington, as protecting consumer choice by preventing a hypothetical “gas ban.”
“But the text of the measure goes much further,” according to the activists, since it affects “several state laws and codes designed to reduce carbon emissions and regulate air pollution,” Heatmap’s Emily Pontecorvo reported Wednesday. As such, the plaintiffs argue that Washingtonians were not fully informed about I-2066 when they voted on it — in violation of the state’s constitution, which requires ballot measures to be limited to a single, accurately represented subject.
Executives at Amazon and the pharmaceutical giant Pfizer described Robert F. Kennedy, Jr., as potentially amenable to tackling climate-related health risks if the Senate confirms him as Trump’s Secretary of the Department of Health and Human Services next year. “Some of the comments [Kennedy has] made I’m really optimistic about,” Amazon Pharmacy Chief Medical Officer Vin Gupta said while speaking at the Reuters NEXT conference in New York on Wednesday, adding that “the ways in which air and … dirty water” impact health are concerns that transcend party lines. Caroline Roan, the chief sustainability officer at Pfizer, who appeared on the same panel as Gupta, agreed. “We’re going to roll up our sleeves and we’re going to find common ground,” she said.
Separately this week, more than 75 Nobel laureates signed a letter saying that Kennedy would “put the public’s health in jeopardy” if he were confirmed to lead HHS.
200% — That’s the increase in dengue fever deaths in the Caribbean and the Americas this year compared to last. The jump in the mosquito-borne disease is “linked directly to climatic events” like warmer temperatures and flooding, according to Jarbas Barbosa, the director of the Pan American Health Organization.

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The U.S. public’s support for AI data centers has continued to collapse since the spring, a new Heatmap Pro poll shows.
The American public has soured even further on local data center development since the spring, new polling shows.
Three-quarters of Americans now say that they would oppose a new data center being built near where they live, according to a new Heatmap Pro poll conducted by Embold Research, and more than six in 10 Americans say they would strongly oppose such a proposal.
That’s by far the most negative response since Heatmap Pro started polling Americans about their receptivity to data centers roughly a year ago.
If you can think of a cohort of Americans, there’s a good chance they wouldn’t welcome a data center in their area. The shift against the facilities is represented across age, gender, income, partisan ID, and the rural-urban divide. Data centers are 43 points underwater with Republicans, 65 points underwater with independents, and 75 points underwater with Democrats.
Notably, local data centers are 63 points underwater with rural voters, a group that has skewed more Republican over the past decade. Urban and suburban voters are only a few points more supportive of the facilities.
What’s most remarkable is the pace of change: We’ve polled this same question four times in the past 12 months and haven’t changed its wording once — yet Americans have swung a remarkable 33 points against data centers in the intervening time. It’s a faster and deeper shift in American public opinion than I would have once thought possible on any issue.
We first asked the question last August. Back then, Americans were about evenly split on whether they would support or oppose a data center being built near their home, with roughly 43% in support and 42% opposed.
Attitudes had changed by February of this year, when we asked the question a second time. That time, a bare majority — 51% of Americans — said they would oppose a data center. Forty-eight percent of respondents said they would support it or weren’t sure.
The shock came in May, though, when seven in 10 Americans were opposed and 55% were “strongly” opposed. Yet since then, Americans have moved even further against the facilities. Now, just 4% of Americans say they would “strongly support” a data center proposed in their area. That figure stood at 13% last August.
The backlash has broken into the mainstream: Earlier this week, the podcaster and retired Philadelphia Eagles great Jason Kelce starred in an ad that advised Americans to mail their urine to AI data centers, which he said were wasting water. Local and national leaders have begun to recognize the scale of the backlash, too. In the Wisconsin governor’s race, candidates from both parties have hastened to distance themselves from data centers. New York Governor Kathy Hochul declared a one-year moratorium on the facilities last month, and even Texas Governor Greg Abbot has frozen some of the state’s data centers until they complete a mandatory audit. More than 530 counties and municipalities have restricted or banned construction of the facilities nationwide, according to Heatmap Pro data.
“There’s literally not a conversation that I have, not a stop that I make, where data centers and AI don’t come up,” Abdul El-Sayed, the Democratic Michigan Senate nominee, said earlier this summer. Look at the polling and you can see why.
The Heatmap Pro poll of 2,045 American registered voters was conducted by Embold Research via text-to-web responses from August 8 to 13, 2026. The survey included interviews with Americans in all 50 states and Washington, D.C. The margin of sampling error is plus or minus 2.3 percentage points.
Agricultural equipment largely runs on diesel, and with the harvest season coming up, that spells bad news for farmers.
Gas prices are climbing again.
As the United States and Iran confusingly engage following the end of a 60-day “memorandum of understanding” between the two warring countries, the fuel market has begun to readjust yet again, continuing the volatility that has confounded analysts since mid-February. While the gasoline most drivers buy has seen its price increase — the national average gas price now sits at $4.09 a gallon, according to AAA, compared to $4 a month ago and $3.13 a year ago — the most dramatic increase has been in diesel. The price of that fuel — a crucial input to the agricultural economy, as well as an important heat source in certain parts of the U.S. — now sits at $5.50 a gallon, up around 14 cents on the week and close to its peak price for the year in June. It’s also dramatically higher than the $3.70 a gallon it was selling at a year ago.
“Diesel is probably the most important product when it comes down to the global economy in particular,” Tom Kloza, chief energy advisor for Gulf Oil, told me.
While there’s probably never a good time for fuel prices to spike, the increase in diesel prices right now will likely translate to increased costs for farmers as they rev up their equipment for the harvest season. If the price stays high, New Englanders who depend on fuel oil for heat will face increased costs.
“In the U.S., we’re looking at just stunning, stunning numbers with the harvest season coming up and the heating season maybe 60 days from now,” Kloza told me.
The continued disruption could mean record setting costs.
“We’re looking — without question — at the most expensive harvest season on record.”
The federal government’s response to these price spikes, to the extent it has one almost six months after the United States and Israel attacked Iran, has been to talk up oil exports that avoid the Strait of Hormuz and to encourage increased production and refining. Secretary of Energy Chris Wright told reporters on Monday that he had met with refiners to figure out what the government could do to boost output, but didn’t announce any specific next steps.
Congressional Democrats have seized on the high prices — and specifically the threat to farm country — to criticize the Trump administration.
“With global fuel supplies now severely disrupted, [farmers’] situation has been made even worse. And when farmers are forced to pay more for diesel, the prices at the grocery store go up for everyone,” Emmanuel Cleaver, a Democratic congressional representative from Missouri wrote on X.
The Farm Bureau, the agriculture industry’s biggest lobbying group, has warned for months of the effect of high input prices on fuel and fertilizers derived from hydrocarbons, writing in July, “Fertilizer and fuel costs were already elevated heading into 2026, and the conflict with Iran has added further pressure to those markets.”
The high price of diesel and the attendant strain on farmers and truckers has translated to high margins for refineries. The margin between diesel and crude prices has grown to over $100 a barrel, an all-time high, according to data collected by Bloomberg. Before this year, the previous high was under $90.
Even going into this new stage of the U.S.-Iran war, oil companies were already running their refining operations flat out, to record or near-record profits in the most recent quarter. Shell even reported that it was able to operate its refineries at beyond 100% of their capacity, something its chief executive Wael Sawan attributed to the Wall Street Journal to removing “bottlenecks.”
Overall refinery utilization in the U.S. has hit 97%, according to Patrick De Haan of GasBuddy, marking three consecutive months of utilization over 95%, a record.
It’s not just the widely documented strangulation of the Strait of Hormuz that’s driving up diesel prices. The Russian government has instituted a ban on diesel fuel exports through the beginning of next year due to persistent Ukrainian drone attacks on Russian refineries.
“My routine now starts with checking the overnight wires to see if there were any drone strikes on refineries. That’s what this business has come down to,” Kloza told me (drones hit a Russian refinery in Bashkortostan on Wednesday).
The United States faces this new stage of the Iran energy crisis having already boosted both its own exports of oil and authorized the release of over 170 million barrels of crude oil from the Strategic Petroleum Reserve.
Stockpiles of diesel and fuel oil in the United States currently stand at around 106 million barrels. Those inventories have fallen by 1.5 million barrels in the past week and “are about 13% below the five-year average for this time of year,” according to the EIA. Meanwhile, the U.S. Strategic Petroleum Reserve is holding just under 300 million barrels of crude oil, after releasing about 115 million barrels since the war began.
SPR releases will likely continue through September, Arnab Datta, the director of policy implementation at the Institute for Progress, told me. The effect those releases have on prices will largely depend on what forces they’re trying to counteract. A full, persistent closure of the Strait of Hormuz would likely overwhelm SPR releases, as could China deciding to rebuild its oil stockpiles.
“You get a Hormuz-level disruption of that size, no single stockpile really is going to be able to overcome that,” Datta said. “It depends on how much is coming out of Hormuz.”
On electrolyte factories, Josh Shapiro's flip, and Canadian clean power
Current conditions: Firefighters are encircling Belgium’s largest fire on record, just the latest blaze in Europe as historic heat waves roast the continent • The Canadian wildfire smoke that billowed into Michigan this summer cost the state nearly $6.7 billion • The string of storms that now includes the habagat, or southwest monsoon, hammering the Philippines has displaced 5.2 million Filipinos so far.
The Trump administration is barreling forward with a plan to open close to 45 million acres of wilderness in national forests to road construction and logging, removing protection The New York Times said has been in place for a quarter century. The U.S. Forest Service’s proposal would rescind a Clinton-era rule enacted in 2001 to bar roadways from routing through certain areas. The repeal is a major victory for Republican states and industry groups that lobbied for years to revoke the protections, and even unsuccessfully sued more than a dozen times to strike down the so-called roadless rule.
The new push comes a day after Customs and Border Protection paused work on a border barrier in Big Bend National Park after a flurry of videos showing bulldozers marring the protected landscape drove what the public lands-focused news site Public Domain called “a furious backlash.”
You know those thin white lines that trail behind airplanes? If you’re among the hordes of internet-poisoned conspiracy theorists, you may be certain these are called chemtrails, deliberately sprayed aerosols containing some secret mind control substance. In reality, these are condensation trails, or “contrails,” clouds of vapor that condense around soot particles from jet engine exhaust. Though they are not spreading any nefarious biochemical agents, contrails do take a climate toll, trapping outgoing infrared radiation like a blanket and adding to the greenhouse gas effect. Now Google is stepping in with a new program called Operation Blue Skies, in which the tech giant will partner with the British government and airlines to deploy its artificial intelligence technology to help create a zone in the North Atlantic free of any contrails. “While they may seem harmless, these warming contrails account for roughly one third of aviation’s total climate impact,” the two program managers in charge of effort, Paul Hodgson and Chaim Langermann, wrote in a blog post. “Our AI-powered forecasts have enabled flight crews and air traffic controllers to make targeted adjustments that avoid contrail-sensitive regions while remaining within normal flight operations. Now, we’re taking the next major step: expanding beyond individual airline trials to coordinated contrail mitigation across an entire flight corridor.”
The technology could, in theory, lay the groundwork for solar radiation management. Some conspiracists, without real evidence, suggest that contrails are, in fact, already a furtive government experiment to modify the atmosphere with aerosols that reflect the sun’s light back into space, a leading concept for how to artificially cool the planet and buy more time to tackle the causes of climate change. Those efforts are inching closer to reality — just read my colleague Robinson Meyer’s reporting on the world’s first major private geoengineering company’s fundraising or my reporting on when the startup revealed its proprietary reflective particle. Technology that could help coordinate flights to spray aerosols in the atmosphere, or can deliberately keep planes out of certain airspace, may prove central to deploying geoengineering at any real scale. Perhaps a public effort to explain contrails and deal with their actual downsides will earn more trust to experiment with things like solar radiation management. I wouldn’t hold my breath.
Solid-state technology could revolutionize batteries by making them charge faster, last longer, and pack more energy into less space. But the electrolytes needed for the ceramic or polymer interior that store and deliver the battery’s charge are not widely produced in the U.S. On Tuesday, the startup Anthro Energy broke ground on a new factory in Louisville, Kentucky, that is designed to produce enough battery materials for more than 300,000 electric vehicles. The facility is scheduled to start production in 2028, and will provide a definitive domestic source of materials that are otherwise largely sold by Chinese companies, David Mackanic, co-founder and CEO of Anthro Energy, told TechCrunch. The plant itself is a testament to the success of the Biden administration’s two landmark laws. It received $24.9 million from the Department of Energy under the 2021 Infrastructure Investment and Jobs Act, and another $18.4 million in investment tax credits under the 2022 Inflation Reduction Act.
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Back in February, I told you about Pennsylvania Governor Josh Shapiro’s middleground approach on data centers. Instead of advocating a full-on moratorium on building the facilities, as progressives Senator Bernie Sanders of Vermont and New York Representative Alexandria Ocasio-Cortez proposed a month later, the centrist Democrat laid out “selective” new conditions for large data centers seeking Harrisburg’s approval, including recycling of cooling water, as the state became a hotbed for projects. Now Shapiro is making an about face. In what The Philadelphia Inquirer called “a major shift from his initial embrace of the increasingly unpopular projects,” the governor signed a sweeping executive order Tuesday requiring local approval for data centers to receive state permits. The move is not a moratorium. But the extent of the backlash — seven in 10 Americans now oppose data centers in their backyards, per Heatmap Pro’s polling — may mean the need for a local green light serves as an effective ban. The order also removes Amazon’s controversial $20 billion data center complex between Luzerne and Bucks counties from the state’s fast-track permitting program, which is now unavailable to any such projects. “I have no other choice than but to take this executive action to protect the good people of Pennsylvania from these predatory developers and from these projects that would negatively impact our communities,” Shapiro said after signing the order.

Canadian Prime Minister Mark Carney announced plans Monday to invest roughly $50.2 billion into upgrading the nation’s hydroelectric fleet and building new wind turbines, part of the Liberal government’s effort to build “a stronger, more independent, and more sustainable country.” Under the pact with provincial governments, Ottawa will upgrade and expand the behemoth hydroelectric Churchill Falls Generating Station, develop another hydroelectric project on Gull Island in Labrador, build onshore wind turbines, and construct new transmission lines. “Canada is extending its unique advantage in clean, reliable, and affordable power. Because when we master energy, we master our destiny,” Carney said in a statement. The investment comes as Canada is refurbishing and expanding its fleet of CANDUs, a natively-designed type of pressurized heavy water reactor that can run on raw uranium, as I previously reported here.
Romania, one of only seven countries with a pressurized heavy water reactor as part of its fleet, is struggling to generate electricity from its nuclear plants as the rivers Europe depends on for cooling water run low amid the latest heat wave. On Monday, the country’s Ministry of Energy brought a giant coal plant back online to meet surging demand as the nuclear stations idle, according to the Romanian news site Economedia.
Octopus Energy is, by its own press release’s pun, “stretching its tentacles beyond the home and onto the open road.” The U.S. subsidiary of the British renewable energy giant is making Octopus Charge, Europe’s largest electric vehicle charging platform, a public network in the U.S. The company’s app will allow drivers to chargers on the go. “Driving electric should be simple, wherever the journey leads,” Nick Chaset, chief executive of Octopus Energy U.S., said in a statement. “Drivers shouldn’t have to juggle multiple apps and accounts just to charge their cars.”