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Climate advocates have never met a solution they couldn’t argue about.

The end of 2024 marks the end of four of the busiest years the climate and clean energy community has seen to date. I think it's safe to say the energy transition is in full swing (despite certain opinions to the contrary), even if it's not yet on a glide path to a future that would avoid devastating climate impacts.
But with progress comes a new kind of conflict: infighting. Which climate solutions are the best climate solutions? How can we implement them the right way? When should other priorities, like affordability and national security, come first, if they should at all? Are those trade-offs even real? Or are they fossil fuel propaganda?
In a fantastic piece for Heatmap last year, researcher Joshua Lappen drew attention to this increasingly combative undercurrent in the climate coalition, inflamed by the debate over whether a compromise on permitting reform would be better for the climate in the long run than no reform at all. That fight — along with the related question of whether conservationists are slowing climate action — continued into 2024. But it wasn’t the only thing climate advocates fought about. Here are four debates that dominated the discourse this year that I think will continue into 2025.
Biden ignited a firestorm of controversy in January when he paused approvals of new liquefied natural gas export terminals until the Department of Energy could re-evaluate LNG’s potential economic and environmental impacts. The move followed protests from environmental groups that had named these facilities their number one climate bogeyman, arguing that new terminals would, as Bill McKibben put it, “install our reliance on fossil fuels for decades to come.”
What followed was much back and forth about whether growing U.S. LNG exports would help or hurt efforts to stop climate change. To be sure, producing and burning natural gas releases planet-warming emissions. But past government and academic studies have found that exporting U.S. natural gas could result in lower global emissions overall by helping other countries replace dirtier fuels such as coal or natural gas from Russia, where the industry has much higher methane emissions. Environmentalists pushed back on that narrative, citing a study by Robert Howarth, a Cornell scientist, which found that producing and transporting LNG could be worse for the climate than coal. Critics then pounced on Howarth's study, accusing him of using flawed assumptions about upstream methane emissions, LNG tanker size, and shipping route distances.
Ultimately, calculating the emissions impact of increased LNG exports requires making a lot of assumptions. How can we know, for example, whether creating a cheap supply of natural gas will displace coal or deter adoption of renewables? As Arvind Ravikumar, an expert in energy emissions modeling, told my colleague Matthew Zeitlin, “There’s no right answer. It depends on who buys, what time frame, which country, and how are they using LNG.”
A week before Christmas, the Biden administration finally put out its long-awaited study. It modeled a number of different scenarios, but found that approving additional LNG exports beyond what’s already in the pipeline would likely produce at least a small increase in emissions by 2050 in all of them. The report also found that demand from U.S. allies in Europe and elsewhere would be met by projects that have already been approved, making additional plants “neither sustainable nor advisable,” as Secretary of Energy Jennifer Granholm wrote.
The natural gas industry and its supporters were quick to question the results, and they’re about to have a much more sympathetic ear in the Trump administration. But the report gives activists a considerable weapon to use in future lawsuits if Trump tries to put LNG approvals on the fast track.
I checked my phone after dinner one evening in August to find the members of climate X (formerly known as climate Twitter) suddenly at each other's throats over a provocative essay published in Jacobin titled “Obsessing Over Climate Disinformation Is a Wrong Turn.” Written by the environmental sociologist Holly Buck, the essay argues that too much focus on the oil and gas industry’s disinformation campaigns risks dismissing or overlooking legitimate concerns people have about the energy transition. “Fighting disinformation becomes a cheap hack for the hard work of listening to people and learning from them,” wrote Buck. “We have to put resources into a different sort of public engagement with climate change, one that sees publics as competent and nuanced rather than as susceptible marks for memes.”
The message struck a nerve. While many praised the essay, a number of prominent climate activists and journalists with large online followings attacked it, defending the urgency of combating disinformation and accusing Buck of setting up a false dichotomy between this work and public engagement. Aaron Regunberg, a former Rhode Island state representative and lawyer for the nonprofit Public Citizen, wrote a response in Jacobin charging Buck with “arguing with a straw man” and not understanding how insidious the oil industry’s disinformation strategies are.
Buck tried to clarify her view in a followup piece, asserting that she was not denying that disinformation was a “serious obstacle to climate action,” but rather that the act of “fighting disinformation” won’t solve what she sees as underlying problems working against the energy transition: the absence of an engagement apparatus that helps regular people understand their options, and a media ecosystem that “profits from our hate and division.”
What’s clear moving forward is that with a clean energy opponent entering the White House and a mega-billionaire who, with X, literally owns a chunk of the media ecosystem standing by his side, both disinformation and the framework that supports it will stay in the spotlight.
After remaining basically flat for two decades, U.S. electricity demand is set to grow by an average of 3% per year over the next five years, according to the latest forecast from the energy policy consulting firm Grid Strategies. Domestic manufacturing will drive some of the demand, it predicts, but the majority will come from the buildout of data centers, “supercharged” by the rise of artificial intelligence.
On one hand, many of the companies building data centers have ambitious clean energy goals. Google, Amazon, Microsoft, and others have signed landmark deals with advanced nuclear and geothermal power companies, helping to get first-of-a-kind deployments of these technologies financed. If those projects are successful, they could pave the way for cheaper, cleaner, 24/7 power for the rest of us.
But energy-hungry AI is already causing those tech giants to fall behind on their targets and driving major investments in fossil fuel infrastructure. My colleague Matthew Zeitlin has chronicled how electricity demand growth is making it harder to close natural gas and coal plants . In the states that data centers are flocking to, such as Virginia, North Carolina, and Texas, utilities are revising their integrated resource plans to increase the amount of natural gas generation they expect to deliver. Exxon and Chevron are gearing up to build natural gas generation “behind the meter,” i.e. serving data centers directly, so they can meet demand more quickly than if they had to hook up to the grid. The gas pipeline company Williams is also planning a Southeast expansion to serve data center demand. Energy equipment manufacturer GE Vernova is seeing orders for natural gas turbines skyrocket.
There are layers to this debate. Should policymakers require hyperscalers to bring online new sources of clean energy to power their data centers, or will that prove counterproductive and “dampen investment in new industries” — a trade-off familiar to anyone following the back-and-forth over clean hydrogen? And is it possible that all the fuss about data center demand is overblown? Is there even a business case for AI that supports this buildout?
The incoming Trump administration has promised to “unleash U.S. energy dominance” and “make America the AI capital of the world,” so it’s likely this will continue to be one of the top questions for climate hawks for the foreseeable future.
The debate over the state of electric vehicle sales didn’t start in 2024, but headlines this year continued to sow confusion over whether or not EVs are catching on in the way climate advocates — and carmakers — hoped.
Each of the big three automakers, as well as most of the remaining companies serving North America, revised down their EV production plans this year, citing a waning market. In July, General Motors CEO Mary Barra said the company wasn’t going to hit its goal of producing a million EVs per year in North America by 2025. “We’re seeing a little bit of a slowdown here,” she said on CNBC. “The market just isn’t developing. But we will get there.” Ford cancelled plans to produce an electric three-row SUV, delayed its release of an electric medium-sized pickup truck until 2027, and paused production of the F-150 Lightning, and has decided to shift its near-term focus to selling hybrids.
Among non-U.S. automakers, Stellantis delayed the release of a new EV Ram pickup truck and will put out a hybrid version instead. Volkswagen delayed the North America release of an electric sedan. Several luxury automakers, including Aston Martin and Bentley, delayed the release of their first EVs until 2027. Mercedes-Benz once strived to have EVs make up 50% of its sales in 2025 — now it’s trying to hit that mark in 2030. Tesla sales also slowed significantly in the first half of the year. CEO Elon Musk cancelled plans to build a new low-cost EV.
But while sales numbers may not have met individual automakers’ expectations, overall sales continued to grow. “For every sign of an EV slowdown, another suggests an adolescent industry on the verge of its next growth spurt,” Bloomberg reported mid-way through the year. During the third quarter, GM saw record EV sales. Honda’s debut EV, the Prologue, jumped up the charts to become one of the top-selling offerings on the market. After looking at third quarter numbers, Cox Automotive analysts opined that “a 10% [market] share is well within reach.”
We’ll have to see how Trump’s plans to eliminate consumer subsidies for EVs changes that outlook, but expect there to be plenty more fodder for debate.
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Forget data centers. Fire is going to make electricity much more expensive in the western United States.
A tsunami is coming for electricity rates in the western United States — and it’s not data centers.
Across the western U.S., states have begun to approve or require utilities to prepare their wildfire adaptation and insurance plans. These plans — which can require replacing equipment across thousands of miles of infrastructure — are increasingly seen as non-negotiable by regulators, investors, and utility executives in an era of rising fire risk.
But they are expensive. Even in states where utilities have not yet caused a wildfire, costs can run into the tens or hundreds of millions of dollars. Of course, the cost of sparking a fire can be much higher.
At least 10 Western states have recently approved or are beginning to work on new wildfire mitigation plans, according to data from E9 Insights, a utility research and consulting firm. Some utilities in the Midwest and Southeast have now begun to put together their own proposals, although they are mostly at an earlier phase of planning.
“Almost every state in the West has some kind of wildfire plan or effort under way,” Sam Kozel, a researcher at E9, told me. “Even a state like Missouri is kicking the tires in some way.”
The costs associated with these plans won’t hit utility customers for years. But they reflect one more building cost pressure in the electricity system, which has been stressed by aging equipment and rising demand. The U.S. Energy Information Administration already expects wholesale electricity prices to increase 8.5% in 2026.
The past year has seen a new spate of plans. In October, Colorado’s largest utility Xcel Energy proposed more than $845 million in new spending to prepare for wildfires. The Oregon utility Portland General Electric received state approval to spend $635 million on “compliance-related upgrades” to its distribution system earlier this month. That category includes wildfire mitigation costs.
The Public Utility Commission of Texas issued its first mandatory wildfire-mitigation rules last month, which will require utilities and co-ops in “high-risk” areas to prepare their own wildfire preparedness programs.
Ultimately, more than 140 utilities across 19 states have prepared or are working on wildfire preparedness plans, according to the Pacific Northwest National Laboratory.
It will take years for this increased utility spending on wildfire preparedness to show up in customers’ bills. That’s because utilities can begin spending money for a specific reason, such as disaster preparedness, as soon as state regulators approve their plan to do so. But utilities can’t begin passing those costs to customers until regulators review their next scheduled rate hike through a special process known as a rate case.
When they do get passed through, the plans will likely increase costs associated with the distribution system, the network of poles and wires that deliver electricity “the last mile” from substations to homes and businesses. Since 2019, rising distribution-related costs has driven the bulk of electricity price inflation in the United States. One risk is that distribution costs will keep rising at the same time that electricity itself — as well as natural gas — get more expensive, thanks to rising demand from data centers and economic growth.
California offers a cautionary tale — both about what happens when you don’t prepare for fire, and how high those costs can get. Since 2018, the state has spent tens of billions to pay for the aftermath of those blazes that utilities did start and remake its grid for a new era of fire. Yet it took years for those costs to pass through to customers.
“In California, we didn’t see rate increases until 2023, but the spending started in 2018,” Michael Wara, a senior scholar at the Woods Institute for the Environment and director of the Climate and Energy Policy Program at Stanford University, told me.
The cost of failing to prepare for wildfires can, of course, run much higher. Pacific Gas and Electric paid more than $13.5 billion to wildfire victims in California after its equipment was linked to several deadly fires in the state. (PG&E underwent bankruptcy proceedings after its equipment was found responsible for starting the 2018 Camp Fire, which killed 85 people and remains the deadliest and most destructive wildfire in state history.)
California now has the most expensive electricity in the continental United States.
Even the risk of being associated with starting a fire can cost hundreds of millions. In September, Xcel Energy paid a $645 million settlement over its role in the 2021 Marshall fire, even though it has not admitted to any responsibility or negligence in the fire.
Wara’s group began studying the most cost-effective wildfire investments a few years ago, when he realized the wave of cost increases that had hit California would soon arrive for other utilities.
It was partly “informed by the idea that other utility commissions are not going to allow what California has allowed,” Wara said. “It’s too expensive. There’s no way.”
Utilities can make just a few cost-effective improvements to their systems in order to stave off the worst wildfire risk, he said. They should install weather stations along their poles and wires to monitor actual wind conditions along their infrastructure’s path, he said. They should also install “fast trip” conductors that can shut off powerlines as soon as they break.
Finally, they should prepare — and practice — plans to shut off electricity during high-wind events, he said. These three improvements are relatively cheap and pay for themselves much faster than upgrades like undergrounding lines, which can take more than 20 years to pay off.
Of course, the cost of failing to prepare for wildfires is much higher than the cost of preparation. From 2019 to 2023, California allowed its three biggest investor-owned utilities to collect $27 billion in wildfire preparedness and insurance costs, according to a state legislative report. These costs now make up as much as 13% of the bill for customers of PG&E, the state’s largest utility.
State regulators in California are currently considering the utility PG&E’s wildfire plan for 2026 to 2028, which calls for undergrounding 1,077 miles of power lines and expanding vegetation management programs. Costs from that program might not show up in bills until next decade.
“On the regulatory side, I don’t think a lot of these rate increases have hit yet,” Kozel said.
California may wind up having an easier time adapting to wildfires than other Western states. About half of the 80 million people who live in the west live in California, according to the Census Bureau, meaning that the state simply has more people who can help share the burden of adaptation costs. An outsize majority of the state’s residents live in cities — which is another asset, since wildfire adaptation usually involves getting urban customers to pay for costs concentrated in rural areas.
Western states where a smaller portion of residents live in cities, such as Idaho, might have a harder time investing in wildfire adaptation than California did, Wara said.
“The costs are very high, and they’re not baked in,” Wara said. “I would expect electricity cost inflation in the West to be driven by this broadly, and that’s just life. Climate change is expensive.”
The administration has already lost once in court wielding the same argument against Revolution Wind.
The Trump administration says it has halted all construction on offshore wind projects, citing “national security concerns.”
Interior Secretary Doug Burgum announced the move Monday morning on X: “Due to national security concerns identified by @DeptofWar, @Interior is PAUSING leases for 5 expensive, unreliable, heavily subsidized offshore wind farms!”
There are only five offshore wind projects currently under construction in U.S. waters: Vineyard Wind, Revolution Wind, Coastal Virginia Offshore Wind, Sunrise Wind, and Empire Wind. Burgum confirmed to Fox Business that these were the five projects whose leases have been targeted for termination, and that notices were being sent to the project developers today to halt work.
“The Department of War has come back conclusively that the issues related to these large offshore wind programs create radar interference, create genuine risk for the U.S., particularly related to where they are in proximity to our East Coast population centers,” Burgum told the network’s Maria Bartiromo.
David Schoetz, a spokesperson for Empire Wind's developer Equinor, told me the company is “aware of the stop work order announced by the Department of Interior,” and that the company is “evaluating the order and seeking further information from the federal government.” Schoetz added that we should ”expect more to come” from the company.
This action takes a kernel of truth — that offshore wind can cause interference with radar communication — and blows it up well beyond its apparent implications. Interior has cited reports from the military they claim are classified, so we can’t say what fresh findings forced defense officials to undermine many years of work to ensure that offshore wind development does not impede security or the readiness of U.S. armed forces.
The Trump administration has already lost once in court with a national security argument, when it tried to halt work on Revolution Wind citing these same concerns. The government’s case fell apart after project developer Orsted presented clear evidence that the government had already considered radar issues and found no reason to oppose the project. The timing here is also eyebrow-raising, as the Army Corps of Engineers — a subagency within the military — approved continued construction on Vineyard Wind just three days ago.
It’s also important to remember where this anti-offshore wind strategy came from. In January, I broke news that a coalition of activists fighting against offshore wind had submitted a blueprint to Trump officials laying out potential ways to stop projects, including those already under construction. Among these was a plan to cancel leases by citing national security concerns.
In a press release, the American Clean Power Association took the Trump administration to task for “taking more electricity off the grid while telling thousands of American workers to leave the job site.”
“The Trump Administration’s decision to stop construction of five major energy projects demonstrates that they either don’t understand the affordability crises facing millions of Americans or simply don't care,” the group said. “On the first day of this Administration, the President announced an energy emergency. Over the last year, they worked to create one with electricity prices rising faster under President Trump than any President in recent history."
What comes next will be legal, political and highly dramatic. In the immediate term, it’s likely that after the previous Revolution victory, companies will take the Trump administration to court seeking preliminary injunctions as soon as complaints can be drawn up. Democrats in Congress are almost certainly going to take this action into permitting reform talks, too, after squabbling over offshore wind nearly derailed a House bill revising the National Environmental Policy Act last week.
Heatmap has reached out to all of the offshore wind developers affected, and we’ll update this story if and when we hear back from them.
Editor’s note: This story has been updated to reflect comment from Equinor and ACP.
On Redwood Materials’ milestone, states welcome geothermal, and Indian nuclear
Current conditions: Powerful winds of up to 50 miles per hour are putting the Front Range states from Wyoming to Colorado at high risk of wildfire • Temperatures are set to feel like 101 degrees Fahrenheit in Santa Fe in northern Argentina • Benin is bracing for flood flooding as thunderstorms deluge the West African nation.

New York Governor Kathy Hochul inked a partnership agreement with Ontario Premier Doug Ford on Friday to work together on establishing supply chains and best practices for deploying next-generation nuclear technology. Unlike many other states whose formal pronouncements about nuclear power are limited to as-yet-unbuilt small modular reactors, the document promised to establish “a framework for collaboration on the development of advanced nuclear technologies, including large-scale nuclear” and SMRs. Ontario’s government-owned utility just broke ground on what could be the continent’s first SMR, a 300-megawatt reactor with a traditional, water-cooled design at the Darlington nuclear plant. New York, meanwhile, has vowed to build at least 1 gigawatt of new nuclear power in the state through its government-owned New York Power Authority. Heatmap’s Matthew Zeitlin wrote about the similarities between the two state-controlled utilities back when New York announced its plans. “This first-of-its-kind agreement represents a bold step forward in our relationship and New York’s pursuit of a clean energy future,” Hochul said in a press release. “By partnering with Ontario Power Generation and its extensive nuclear experience, New York is positioning itself at the forefront of advanced nuclear technology deployment, ensuring we have safe, reliable, affordable, and carbon-free energy that will help power the jobs of tomorrow.”
Hochul is on something of a roll. She also repealed a rule that’s been on the books for nearly 140 years that provided free hookups to the gas system for new customers in the state. The so-called 100-foot-rule is a reference to how much pipe the state would subsidize. The out-of-pocket cost for builders to link to the local gas network will likely be thousands of dollars, putting the alternative of using electric heat and cooking appliances on a level playing field. “It’s simply unfair, especially when so many people are struggling right now, to expect existing utility ratepayers to foot the bill for a gas hookup at a brand new house that is not their own,” Hochul said in a statement. “I have made affordability a top priority and doing away with this 40-year-old subsidy that has outlived its purpose will help with that.”
Redwood Materials, the battery recycling startup led by Tesla cofounder J.B. Straubel, has entered into commercial production at its South Carolina facility. The first phase of the $3.5 billion plant “has brought a system online that’s capable of recovering 20,000 metric tons of critical minerals annually, which isn’t full capacity,” Sawyer Merritt, a Tesla investor, posted on X. “Redwood’s goal is to keep these resources here; recovered, refined, and redeployed for America’s advantage,” the company wrote in a blog post on its website. “This strategy turns yesterday’s imports into tomorrow’s strategic stockpile, making the U.S. stronger, more competitive, and less vulnerable to supply chains controlled by China and other foreign adversaries.”
A 13-state alliance at the National Association of State Energy Officials launched a new accelerator program Friday that’s meant to “rapidly expand geothermal power development.” The effort, led by state energy offices in Arizona, California, Colorado, Hawaii, Idaho, Louisiana, Montana, Nevada, New Mexico, Oregon, Pennsylvania, Utah, and West Virginia, “will work to establish statewide geothermal power goals and to advance policies and programs that reduce project costs, address regulatory barriers, and speed the deployment of reliable, firm, flexible power to the grid.” Statements from governors of red and blue states highlighted the energy source’s bipartisan appeal. California Governor Gavin Newsom, a Democrat, called geothermal a key tool to “confront the climate crisis.” Idaho’s GOP Governor Brad Little, meanwhile, said geothermal power “strengthens communities, supports economic growth, and keeps our grid resilient.” If you want to review why geothermal is making a comeback, read this piece by Matthew.
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Yet another pipeline is getting the greenlight. Last week, the Federal Energy Regulatory Commission approved plans for Mountain Valley’s Southgate pipeline, clearing the way for construction. The move to shorten the pipeline’s length from 75 miles down to 31 miles, while increasing the diameter of the project to 30 inches from between 16 and 23 inches, hinged on whether FERC deemed the gas conduit necessary. On Thursday, E&E News reported, FERC said the developers had demonstrated a need for the pipeline stretching from the existing Mountain Valley pipeline into North Carolina.
Last week, I told you about a bill proposed in India’s parliament to reform the country’s civil liability law and open the nuclear industry to foreign companies. In the 2010s, India passed a law designed to avoid another disaster like the 1984 Bhopal chemical leak that killed thousands but largely gave the subsidiary of the Dow Chemical Corporation that was responsible for the accident a pass on payouts to victims. As a result, virtually no foreign nuclear companies wanted to operate in India, lest an accident result in astronomical legal expenses in the country. (The one exception was Russia’s state-owned Rosatom.) In a bid to attract Western reactor companies, Indian lawmakers in both houses of parliament voted to repeal the liability provisions, NucNet reported.
The critically endangered Lesser Antillean iguana has made a stunning recovery on the tiny, uninhabited islet of Prickly Pear East near Anguilla. A population of roughly 10 breeding-aged lizards ballooned to 500 in the past five years. “Prickly Pear East has become a beacon of hope for these gorgeous lizards — and proves that when we give native wildlife the chance, they know what to do,” Jenny Daltry, Caribbean Alliance Director of nature charities Fauna & Flora and Re:wild, told Euronews.