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On August 9, 2023, the smoke finally cleared in Lahaina.
The scene was shocking. In the course of just a few hours on the afternoon of August 8, winds had fanned a dry grass fire on the northwest coast of Maui into an inferno that trapped fleeing residents and left more than 100 people dead and the city in ashes. “We understand that recovery will take years,” Kaniela Ing, the national director of the Green New Deal Network and a seventh-generation Indigenous Hawaiian, told me when we spoke in the immediate aftermath of the tragedy. “And as that recovery unfolds, we want to make sure that the people, the communities, are actually empowered to rebuild themselves — that we don’t open the door for disaster capitalists.”
Since then, Ing and other community leaders have put in the work. Over the past year, their group, Lahaina Strong, has tried to empower the community and challenge the power structures they say contributed to the confluence of factors that made the fire possible.
“We’re all about the community arm — grassroots power, and coalitions,” he told me this week. “Unfortunately, our groups are the same groups that have had to respond to climate disasters like Hurricanes Maria, Harvey, Sandy, and the Paradise fires. There’s always something, and it’s getting more and more frequent.”
On the anniversary of the fire, I spoke to Ing about how other communities can learn from the Lahaina model, the victories organizers secured to ensure a better future for native Hawaiians and locals, and how to ride the momentum forward into November. Our conversation has been condensed and edited for clarity and brevity.
It’s been almost a year since we last spoke; at that time, you’d just arrived in Maui from your home on Oahu after the fire. What happened after that?
I don’t think there had been a clear model of best practices for how to respond. So when [a climate disaster] happened in my backyard, it was like, “Okay, let’s learn from all the responses and organizing traditions that we’ve studied and been trained on” — from the Civil Rights era to the mutual aid of the Black Panthers and tenant rights and welfare organizers, to the modern efforts of the Alinsky-type ACORN model, to the Sunrise model, which is momentum-based. But how do you draw from everything at once?
That is where Lahaina Strong came from. Because this is where I grew up, we knew which community leaders would be stepping up. But it’s not common for everyone to work together — they can be on different sides of different issues. So we convened all of them — mostly those we call kupuna, the older generation of elders. We started coordinating the responses of our leaders and immigrant churches, the heads of canoe clubs and governmental departments, Indigenous leaders, and pro-surfers, because that’s what the community here looks like. And what came of it was a few younger leaders — Millennials, so young for our community — were given the elders’ blessing and told, “It’s time for y’all to lead.”
There was Pa’ele [Kiakona], who was a server at a restaurant, and Courtney [Lazo] and Jordan [Ruidas], who were expecting mothers, and they’re the ones who really blew it up. I raised some money to get them on a salary and train them, but they were already community leaders in their own right. So the question was, “How do we maximize their power?”
The first thing we did was needs assessments. Everyone lived in a hotel, but many of the more established charities were opening up in malls 13 or 14 miles away. But our team had iPads and lived in the hotels, too, so while more established groups were getting 100 or so folks signed up, we were getting thousands every day because they were neighbors.
Yeah, you have to be there.
Right, and they all knew each other. We were working on a team with Salesforce — Marc Benioff was helping us back then — and we could figure out people’s needs and direct them to services. There are so many services, but people just lost their homes; they don’t know where to go. So that was the job.
The last question was, “Would you want to get involved down the line with the big decisions that the government will have to make about the priorities of the rebuild?” So once the council started holding hearings about the rebuilding and the policies of reopening and tourism, we were able to turn out hundreds of people instantly. We seized the momentum. We won unanimous support from the council for delaying the reopening of Lahaina to tourists, and we did a big petition delivery to the governor. The governor wasn’t supportive of us at the time, though, and we didn’t ultimately win that one.
From there, it was, “What else do we need?” We needed to house people; that was the main thing. There was also a government guy, Kaleo Manuel [who had been on the state Commission on Water Resource Management until a land developer accused him of delaying water resources during the fire], who we demanded to be reinstated, and we won that. We also had a demand for a billion dollars in direct aid; we won that. But the housing thing was a longer-term flight and went through the legislative session this year. We did this thing called Fishing for Housing, which involved the occupation of Kā’anapali Beach.
I saw your video about that!
That occupation was rough because we lived on a really sandy beach. And it was big. A lot of people came out. But the local news covered it pretty much daily, and it raised a lot of sympathy. We were educating tourists and raising money.
With that, we were able to form a historic partnership. Pa’ele’s uncle is an activist who wants to return water from the hotels to the communities and restore public streams. The unions generally don’t like that kind of stuff in Hawaii, but we were able to bring in ILWU, the hotel union here, and Local 5, another hotel union, which hadn’t partnered with ILWU since 1940. When we came to the legislative session, it was like, “Okay, we have real power now.” The governor came around and committed to passing the bill.
Our theory was that we had to raise a ton of money for direct relief; that was the most important thing, getting direct monetary aid to people. But it was not going to be enough; we weren’t going to raise $10 billion. We could buy one house if we raised a million and a half. Instead, we did this through a [501(c)4 social welfare organization], where you can advocate and contest power where it matters. And we were able to win 50,000 homes instead.
What’s next?
The next steps are on the climate front. The Inflation Reduction Act is a good step; building and electricity, we’re also on track. Agriculture and transportation on a national level are where we need to fill the gaps. Why is Maui growing mono-crops like sugar and coffee for people thousands of miles away? Why can’t we feed our own people? And transportation — when the fires hit, everyone was stuck because of the one-way-in, one-way-out road. Those issues are pertinent not only on the disaster, resiliency, and community infrastructure levels, but also on the mitigation side.
People are also excited about the possibility of microgrids or community-owned energy systems. When we initially had community hubs, members were using Star Link or small solar systems, and locals were like, “Wow, why can’t we do this everywhere?” It’d be way cheaper than fixing the grid at this point.
We have a blank slate to build the future we need. And we’re going to be up against a lot of powerful opponents in the next 10 years.
When we spoke last year, you talked about how rebuilding after the fire was an opportunity to ensure that the people came first and that the forces that contributed to the problem were pushed out of power. Has that effort been successful?
It’s ongoing. Power has many forms: There are the institutional forms, like CEOs and politicians, but there are the shadows — how ideas are organized, industry association gatherings — that are harder to crack. It’s a chess game, and we’re all trying to stay a step ahead.
I think that’s what is critical about our work. If we were to stop, if we could no longer provide our organizers with salaries, they’d have to go back to working two service jobs, and they wouldn’t have the time to compete with full-time lobbyists.
You mentioned other climate disasters early in our conversation. What advice would you give to people in other communities about incorporating mutual aid and holding corporate powers accountable after a catastrophe?
If you come out right away and say, “Hey, this is a climate disaster!” then everyone is like, Oh, an activist. But if you just come out and help and earn people’s trust — that’s what it really takes. Listen to folks.
The thing about climate action and climate solutions is that they have been so polarized over the last few years. I think it’s been moving in our favor. Generally, the population supports us. But those who don’t are much more vocal than they were 10 years ago, and that matters because as soon as they start speaking up, the less political people are just like, “Keep me out of this.” So we have to be careful about how we approach these communities. They’re not thinking about climate; they’re thinking about how to feed their family and how they will get their kids to school or if school is even available. You have to meet them where they are.
Then you go from there. You start to have conversations with them, and they will support getting the polluters out and not being taken advantage of by corporate utilities. You don’t have to talk to them about climate like we always do among advocates; you shouldn’t. If you want to build power in a community, you’ve got to have a different approach. These people, their power is ultimately that they’re survivors, not activists. The public doesn’t perceive them as having an agenda other than just surviving and showing up for their community.
There’s still a lot of work to be done. How do you plan to keep up the forward momentum heading into this fall and the election season?
Visibility and outreach. There’s that old saying that politics is downstream from culture, and our group has been really political, especially during the legislative session. So we’re trying to show up for the community in more direct ways. Today, we paddled with the canoe clubs to honor the first anniversary of the fire. We’re showing up in these more community-based ways so we grow in cultural power, too — not just as an advocacy group, but as a holistic community.
Do you think anything has been missing from the media narrative about Lahaina?
Some of the media that came out today was like, “A year later, people are still without homes.” But if you look at the numbers, the per capita investments from the federal government, and the commitment from FEMA — I mean, it wasn’t great at first, I’ll admit that, but we’ve won quite a bit. We’re winning. The momentum is on our side, and I think it’s important for folks to understand that. They have to feel like it’s worth it and that there’s hope to keep going. I know it’s not the sexiest media narrative and it’s easier to draw criticism, but this is the rise of self-determination. The survivors, to me, are the real story.
And it’s going to take a long time. The fact that it’s like, “Oh, we can’t rebuild a year later.” It was still toxic just a few months ago! There’s debris everywhere. The focus should be less on charity and more on the change and how the power structures have shifted. That’s been really positive.
Do you feel optimistic about the Harris-Walz ticket heading into this fall?
I do. Many reporters have asked me, “Why Harris and not Biden?” Politics is all about coalitions; our movement did a lot of work to become part of the Biden coalition, which was great. But Big Oil was also a part of the coalition he needed to win, so there was always that tension, from my perspective, during his presidency. But with Harris, we’ll have the opportunity to build a dual coalition — perhaps with us and labor, and not Big Oil.
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Want to understand what’s happening to electric cars? Look at the Golden State.
As California goes, so goes the American car scene. This sentiment has long been true, given that the Golden State is the country’s biggest automotive market and its emissions rules have helped to drag the car industry toward more efficient vehicles.
It is doubly true in the EV era, since California is where electric vehicles first went big and where electric adoption far outpaces the rest of the nation. A look at the car sales data from the first half of 2024 shows us a few things about what the electric car market is and where it’s headed.
Electric cars went mainstream in a hurry here, growing from 5.8% of California car sales in 2020 to 21.5% in 2023. Then the graph flattens out: For the first half of this year, EVs made up 21.4% of new registrations. That would seem to support the gloomy narrative of a supposed EV sales slump. The truth, as it tends to be, is more complicated.
Look at the numbers broken down by quarters, rather than years, and the chart looks a little different. EV sales reached a peak in the third quarter of 2023, dipped a bit, and then jumped back up in April to June 2024 to the second-best quarter ever. That’s a blip, not a crisis, as EVs appear poised for slow growth but growth nonetheless.
Consider the context for a moment: California reached a place where 1 in 5 new cars sold are electric even with the EV affordability problem. That trend wasn’t going to continue unabated up to 30, 40, or 50% of auto sales without the industry putting out vehicles that can compete on cost with a $25,000 Honda Civic or a $30,000 Toyota RAV4. In its summary of the numbers, the California New Car Dealers Association blames inflation and rising monthly car payments for suppressing all vehicle sales at the moment, EVs included. Money matters will decide where things go from here.
The flipside of this year’s EV doomerism is the notion that drivers are turning to hybrids instead. The numbers bear out that sentiment for thethis moment in California. Traditional hybrid vehicles (excluding plug-in hybrids) more than doubled their market share from 6.1% in 2020 to 13.2% in the first half of 2024. Not too surprising, considering their wide availability and how appealing they are for California drivers who buy some of the nation’s most expensive gasoline.
Plug-in hybrids accounted for 3.4% of sales in the first half of this year, not far from the number they posted back in 2021. That might sound odd, given automakers’ rumblings about turning to these vehicles instead of true EVs, but a new wave of PHEVs is still in development. For now, the difficult calculus remains: Plug-in hybrids are a great choice for a lot of drivers, but they are significantly more expensive than combustion cars for not much electric range, and PHEVs can be hard to come by.
Take all these electrified powertrains together, however, and the picture is clear. Compared to 2018, when gas- and diesel-burners made up 88.4% of auto sales, that number is down to 62% for the first half of this year. Combustion-only is sinking fast, a trend that will spread from the West Coast to the rest of the nation.
My eyes don’t deceive me. Since the start of 2024, it has felt like Rivian’s trucks and especially SUVs are all over Los Angeles, driven by the kind of people who used to own Range Rovers. It turns out RJ Scaringe’s company is the fastest-growing car brand of any kind in California, with sales up nearly 77% in the first half of 2024 compared to the same period in 2023.
Now, that number is deceiving. It’s easy to grow by big percentages at the beginning, and Rivian’s sales numbers are relatively small: It moved just shy of 7,000 vehicles through June, which pales in comparison to the 100,000 Teslas and 150,000 Toyotas registered in California during the same period. But Rivian’s early success in California suggests the brand is finding traction and that it might pick off plenty of drivers from Tesla's bread-winning Model Y once the more reasonably priced R2 and R3 arrive.
After all, the story of the supposed EV slump is actually the story of Tesla squandering its huge halftime lead. Ford, Toyota, Mercedes, Rivian, BMW, and Hyundai/Kia EV sales are up this year, but Tesla’s slump wipes out much of their gains.
The Model Y and Model 3 remain California’s best-selling EVs by far, with the second-place Model 3 selling three times the volume of the third-place finisher, Hyundai’s Ioniq 5. Yet Tesla sales in California are down 17% from the first half of 2023, and its market share dropped from 64.6% to 53.4%. Its only new model, the Cybertruck, sold 3,048 in the first half of this year. Californians bought nearly a thousand more Chevy Bolts — and GM isn’t even building that car right now.
Current conditions: More than 300,000 people in Louisiana are without power after Hurricane Francine • Hungarian lawmakers met in a dried riverbed yesterday to draw attention to the country’s extreme drought • An Arctic blast could bring snow to parts of the U.K.
More than 60 scientists have co-authored a new study, published in The Lancet Planetary Health, warning that human activity is damaging the natural systems that support life on Earth. Almost all of these support systems – including the climate, soil nutrient cycles, and freshwater – have been pushed into danger zones as humans strive for ever more economic growth. Thus, the researchers say, the health of the planet and its people are at risk, and the poor are the most vulnerable. The study concludes “fundamental system-wide transformations are needed” to address overconsumption, overhaul economic systems, improve technologies, and transform governance.
The Lancet
Carmaker Stellantis announced yesterday it is pouring more than $400 million into three facilities in Michigan to ramp up electric vehicle production and boost the company’s “multi-energy strategy.” The Sterling Heights Assembly Plant will be Stellantis’ first U.S. facility to build a fully electric vehicle, the Ram 1500 REV. The Warren Truck Assembly Plant will be “retooled” to produce the upcoming electric Jeep Wagoneer. And the Dundee Engine Plant will be upgraded for parts production for the company’s STLA Frame architecture. As The Associated Pressexplained, Stellantis “is taking a step toward meeting some commitments that it agreed to in a new contract ratified last fall by the United Auto Workers union after a bitter six-week strike.” The company is aiming for 50% of its passenger car and light-duty truck sales in the U.S. to be electric by 2030.
Police arrested a 34-year-old man suspected of starting a wildfire in California that has now burned more than 36,000 acres and is less than 20% contained. The Line fire is one of several large blazes burning in the state and threatening thousands of structures. Last month another man was charged with arson on suspicion of igniting the Park fire, which consumed 430,000 acres in Northern California. As Heatmap’s Jeva Lange reported, arson officially accounts for only about 10% of fires handled by Cal Fire. But when there are thousands of fires across the state during a given season, that’s not an inconsequential number. And a warmer world has made extreme fire conditions more common, as have decades of misbegotten fire suppression policies in the Western United States. As a result, arson fires in rural areas are more likely to burn out of control than they would have been half a century ago, Lange wrote. Experts warn that California’s fire season, fueled by “weather whiplash,” is only just ramping up and is likely to intensify with the arrival of the Santa Ana winds.
Brazil’s President Luiz Inácio Lula da Silva has pledged to finish the paving of a controversial road through the Amazon rainforest. The BR-319 highway would connect some major cities and improve cargo movement, which has been disrupted by record-low water levels in the Amazon River due to drought. But its construction could also hasten deforestation, including in old growth forests. “Without the forest, there is no water, it’s interconnected,” said Suely Araújo, a public policy coordinator. “The paving of the middle section of BR-319, without ensuring environmental governance and the presence of the government in the region, will lead to historic deforestation, as pointed out by many specialists and by Brazil’s federal environmental agency in the licensing process.” Lula made the pledge during a visit to assess the damage from massive fires in the rainforest, which his Environment Minister Marina Silva blamed on extreme drought caused by climate change.
A new survey of more than 1,000 EV owners in California has some interesting insights into what these drivers want from a charging station. It found they were 37% more likely to choose a charger with additional amenities like restrooms and convenience stores. “This symbiotic relationship between businesses and EV chargers may benefit both EV chargers and local businesses,” said Alan Jenn, assistant professor at the Electric Vehicle group of the Institute of Transportation Studies at UC Davis.
Next 10
Also, California’s EV drivers really don’t want to wait to charge up, and are willing to pay almost a dollar more per 100 miles of charge if there’s no wait time at the charger. With every minute of extra wait time, a driver’s willingness to use a charger falls by 6%. The survey was conducted by the non-profit Next 10 and the Institute for Transportation Studies at UC Davis.
“If Harris is now bragging about her administration’s support for fossil fuels, if she is casting the Inflation Reduction Act as a law that helped fracking, that means climate activists have much more work to do to persuade the public on what they believe. The Democratic Party’s candidate will not do that persuasion for them.” –Heatmap’s Robinson Meyer on Kamala Harris’ energy playbook.
The rapid increase in demand for artificial intelligence is creating a seemingly vexing national dilemma: How can we meet the vast energy demands of a breakthrough industry without compromising our energy goals?
If that challenge sounds familiar, that’s because it is. The U.S. has a long history of rising to the electricity demands of innovative new industries. Our energy needs grew far more quickly in the four decades following World War II than what we are facing today. More recently, we have squared off against the energy requirements of new clean technologies that require significant energy to produce — most notably hydrogen.
Courtesy of Rhodium Group
The lesson we have learned time and again is that it is possible to scale technological innovation in a way that also scales energy innovation. Rather than accepting a zero-sum trade-off between innovation and our clean energy goals, we should focus on policies that leverage the growth of AI to scale the growth of clean energy.
At the core of this approach is the concept of additionality: Companies operating massive data centers — often referred to as “hyperscalers” — as well as utilities should have incentives to bring online new, additional clean energy to power new computing needs. That way, we leverage demand in one sector to scale up another. We drive innovation in key sectors that are critical to our nation’s competitiveness, we reward market leaders who are already moving in this direction with a stable, long-term regulatory framework for growth, and we stay on track to meet our nation’s climate commitments.
All of this is possible, but only if we take bold action now.
AI technologies have the potential to significantly boost America’s economic productivity and enhance our national security. AI also has the potential to accelerate the energy transition itself, from optimizing the electricity grid, to improving weather forecasting, to accelerating the discovery of chemicals and material breakthroughs that reduce reliance on fossil fuels. Powering AI, however, is itself incredibly energy intensive. Projections suggest that data centers could consume 9% of U.S. electricity generation by 2030, up from 4% today. Without a national policy response, this surge in energy demand risks increasing our long-term reliance on fossil fuels. By some estimates, around 20 gigawatts of additional natural gas generating capacity will come online by 2030, and coal plant retirements are already being delayed.
Avoiding this outcome will require creative focus on additionality. Hydrogen represents a particularly relevant case study here. It, too, is energy-intensive to produce — a single kilogram of hydrogen requires double the average household’s electricity consumption. And while hydrogen holds great promise to decarbonize parts of our economy, hydrogen is not per se good for our clean energy goals. Indeed, today’s fossil fuel-driven methods of hydrogen production generate more emissions than the entire aviation sector. While we can make zero-emissions hydrogen by using clean electricity to split hydrogen from water, the source of that electricity matters a lot. Similar to data centers, if the power for hydrogen production comes from the existing electricity grid, then ramping up electrolytic production of hydrogen could significantly increase emissions by growing overall energy demand without cleaning the energy mix.
This challenge led to the development of an “additionality” framework for hydrogen. The Inflation Reduction Act offers generous subsidies to hydrogen producers, but to qualify, they must match their electricity consumption with additional (read: newly built) clean energy generation close enough to them that they can actually use it.
This approach, which is being refined in proposed guidance from the U.S. Treasury Department, is designed to make sure that hydrogen’s energy demand becomes a catalyst for investment in new clean electricity generation and decarbonization technologies. Industry leaders are already responding, stating their readiness to build over 50 gigawatts of clean electrolyzer projects because of the long term certainty this framework provides.
While the scale and technology requirements are different, meeting AI’s energy needs presents a similar challenge. Powering data centers from the existing electricity grid mix means that more demand will create more emissions; even when data centers are drawing on clean electricity, if that energy is being diverted from existing sources rather than coming from new, additional clean electricity supply, the result is the same. Amazon’s recent $650 million investment in a data center campus next to an existing nuclear power plant in Pennsylvania illustrates the challenge: While diverting those clean electrons from Pennsylvania homes and businesses to the data center reduces Amazon’s reported emissions, by increasing demand on the grid without building additional clean capacity, it creates a need for new capacity in the region that will likely be met by fossil fuels (while also shifting up to $140 million of additional costs per year onto local customers).
Neither hyperscalers nor utilities should be expected to resolve this complex tension on their own. As with hydrogen, it is in our national interest to find a path forward.
What we need, then, is a national solution to make sure that as we expand our AI capabilities, we bring online new clean energy, as well, strengthening our competitive position in both industries and forestalling the economic and ecological consequences of higher electricity prices and higher carbon emissions.
In short, we should adopt a National AI Additionality Framework.
Under this framework, for any significant data center project, companies would need to show how they are securing new, additional clean power from a zero-emissions generation source. They could do this either by building new “behind-the-meter” clean energy to power their operations directly, or by partnering with a utility to pay a specified rate to secure new grid-connected clean energy coming online.
If companies are unwilling or unable to secure dedicated additional clean energy capacity, they would pay a fee into a clean deployment fund at the Department of Energy that would go toward high-value investments to expand clean electricity capacity. These could range from research and deployment incentives for so-called “clean firm” electricity generation technologies like nuclear and geothermal, to investments in transmission capacity in highly congested areas, to expanding manufacturing capacity for supply-constrained electrical grid equipment like transformers, to cleaning up rural electric cooperatives that serve areas attractive to data centers. Given the variance in grid and transmission issues, the fund would explicitly approach its investment with a regional lens.
Several states operate similar systems: Under Massachusetts’ Renewable Portfolio Standard, utilities are required to provide a certain percentage of electricity they serve from clean energy facilities or pay an “alternative compliance payment” for every megawatt-hour they are short of their obligation. Dollars collected from these payments go toward the development and expansion of clean energy projects and infrastructure in the state. Facing increasing capacity constraints on the PJM grid, Pennsylvania legislators are now exploring a state Baseload Energy Development Fund to provide low-interest grants and loans for new electricity generation facilities.
A national additionality framework should not only challenge the industry to scale innovation in a way that scales clean technology, it must also clear pathways to build clean energy at scale. We should establish a dedicated fast-track approval process to move these clean energy projects through federal, state, and local permitting and siting on an accelerated basis. This will help companies already investing in additional clean energy to move faster and more effectively – and make it more difficult for anyone to hide behind the excuse that building new clean energy capacity is too hard or too slow. Likewise, under this framework, utilities that stand in the way of progress should be held accountable and incentivized to adopt innovative new technologies and business models that enable them to move at historic speed.
For hyperscalers committed to net-zero goals, this national approach provides both an opportunity and a level playing field — an opportunity to deliver on those commitments in a genuine way, and a reliable long-term framework that will reward their investments to make that happen. This approach would also build public trust in corporate climate accountability and diminish the risk that those building data centers in the U.S. stand accused of greenwashing or shifting the cost of development onto ratepayers and communities. The policy clarity of an additionality requirement can also encourage cutting edge artificial intelligence technology to be built here in the United States. Moreover, it is a model that can be extended to address other sectors facing growing energy demand.
The good news is that many industry players are already moving in this direction. A new agreement between Google and a Nevada utility, for example, would allow Google to pay a higher rate for 24/7 clean electricity from a new geothermal project. In the Carolinas, Duke Energy announced its intent to explore a new clean tariff to support carbon-free energy generation for large customers like Google and Microsoft.
A national framework that builds on this progress is critical, though it will not be easy; it will require quick Congressional action, executive leadership, and new models of state and local partnership. But we have a unique opportunity to build a strange bedfellow coalition to get it done – across big tech, climate tech, environmentalists, permitting reform advocates, and those invested in America’s national security and technology leadership. Together, this framework can turn a vexing trade-off into an opportunity. We can ensure that the hundreds of billions of dollars invested in building an industry of the future actually accelerates the energy transition, all while strengthening the U.S.’s position in innovating cutting- edge AI and clean energy technology.