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That’s not an exaggeration, at least by one calculation.

In late March, the board that oversees New York’s Metropolitan Transportation Authority cast a final vote to implement congestion pricing. If the plan survives some last-ditch lawsuits, drivers will soon have to cough up $15 to travel into Lower Manhattan during rush hours. The MTA will get billions every year to make capital improvements, the air will be markedly cleaner, the streets notably less congested, and a proposal that was first pitched by former Mayor Michael Bloomberg 17 years ago will have finally been realized.
“I often wonder what our system would have been like if we passed it back in 2008,” MTA board member Haeda Mihaltses, a veteran of the Bloomberg administration, mused just before she cast her vote in favor.
The price of nearly two decades of procrastination over doing something to alleviate the most densely-populated, traffic-snarled place in North America is, indeed, unfathomably high. There’s the billions of dollars of mass transit infrastructure we missed out on, the billions spent on health care from breathing in dirty air.
And then there’s the most precious resource of all. According to one calculation from transport economist and congestion pricing advocate Charles Komanoff, the plan the MTA adopted last month will save drivers, bus passengers, and subway riders a combined 225,000 hours every single day. Here’s a fun thought experiment: If New York had adopted this plan back in 2008, we could have saved ourselves a combined 1,314,000,000 hours, or 150,000 years.
How could implementing something so obviously necessary and routine — anyone who has paid to camp in a National Park or drive on the New Jersey Turnpike understands the concept — take so long? What does it say about how we govern? And what can we learn from it?
“I think it is fair to say that whatever roadblock congestion pricing could have hit, it hit,” Rachael Fauss, a policy director and MTA researcher for the good government group Reinvent Albany, told me. “It was the worst case scenario of timelines if you were to project out: What are the things that could delay this?”
Some of the delays were deliberate: It’s hard enough for lawmakers to summon the courage to raise taxes on millionaires and billionaires, so charging drivers money for something that used to be “free,” to fund a transit agency that often conjures delayed trains and decades-long boondoggles in the public’s imagination, was always going to require a fortitude that is in chronically short supply in Albany. When then-New York Governor Andrew Cuomo pushed to pass congestion pricing in 2019, he and his fellow lawmakers wrote into the actual bill that the tolling scheme couldn’t be announced for a year and a half — until after the 2020 election. The same politicians who were supposedly brave enough to vote congestion pricing into law didn’t want anything to do with putting that law into practice.
Then there were the bureaucratic delays. The COVID pandemic, of course, redirected much of the government and forced the MTA into survival mode as subway ridership dropped 90%; suddenly the agency’s most important work was to coordinate lifesaving bailouts from the federal and state governments. Then the Trump administration slow-walked the answer to a key question: Because the congestion pricing plan involved placing tolls on roads built with federal funding, the state needed a sign-off from the federal Department of Transportation. But was congestion pricing the kind of massive infrastructure project that, under the National Environmental Policy Act of 1969, required an exhaustive Environmental Impact Statement? Could it pass NEPA review with a less thorough Environmental Assessment? Or, given that nothing was actually being built up or torn down, could it be exempt from these reviews altogether?
Two years after the congestion pricing law passed, and months after the plan was supposed to go into effect in early 2021, the newly installed Biden administration finally asked for the middle option, an Environmental Assessment, which the MTA initially said could be done in a matter of months. In actuality, that timeline stretched to 16 months and produced a 4,000-page behemoth that some experts noted was more comprehensive than the average EIS.
Seemingly nothing escaped the MTA’s scrutiny — it even looked at how congestion pricing would affect traffic in the Philadelphia suburbs (not all that much). The results were not exactly shocking: Tolling vehicles entering Lower Manhattan below 60th Street would result in up to 20% fewer vehicles in the Central Business District, improving air quality while also generating $1 billion in revenue for public transit, which could then be used to secure up to $15 billion in bonds. After more than 50 public meetings and 25,000 written comments (60% in favor of the plan), the Biden administration produced a “finding of no significant impact,” meaning that congestion pricing wouldn’t negatively affect the economy, the environment, or the roads.
There was at least one notable benefit that came from doing such a comprehensive, time-intensive review: The MTA found that congestion pricing could cause an increase in truck traffic to the South Bronx for drivers looking to toll shop, which in turn prompted the agency to allocate $200 million to alleviate pollution in some of New York City’s poorest neighborhoods, which have shamefully high asthma rates that mostly affect Black and Latine New Yorkers. “Is it congestion pricing’s job to remedy those problems? Maybe not,” Fauss, of Reinvent Albany, said. “But is it a really important way to correct some past wrongs? Yeah, absolutely.”
The MTA’s thoroughness may help protect it from the bad faith lawsuits that have been filed to try and shut down the license plate readers before they go live on June 15. But we’re in the midst of a climate crisis. Why should a 54-year-old law designed to prevent overeager developers from doing things like demolishing neighborhoods to build highways discourage cities and states from enacting dynamic, flexible solutions to cut pollution created by those highways — and fund public transit at the same time? And why should a review of a plan that requires no concrete, no demolition — no actual infrastructure — take three years?
The biggest hurdle congestion pricing had to overcome might have been psychological. Let’s call it "car brain": Even though 85% of commuters who travel into the Central Business District take mass transit, for years, lawmakers and congestion pricing opponents have argued (and in the case of the current New York City Mayor Eric Adams, still argue) that charging people to drive into Lower Manhattan was a kind of attack on the middle class. In a city where valuable street real estate has been converted into free parking, congestion pricing was portrayed as profaning the sacred rights of "regular" New Yorkers — never mind the fact that just 2% of New York’s working poor will end up paying the tolls. Driving your car wherever you please, it turns out, is quite expensive.
“Elected officials are facing the world from the front seat of a car, whether they’re driving or being driven,” Danny Pearlstein, the policy and communications director at Riders Alliance, one of the most forceful proponents of congestion pricing, told me. Pearlstein added that “bureaucrats who drive to work” probably contributed to the Biden administration’s slow-walking of the approval process, or so he suspects. “They were very cautious about doing something that alters not just, you know, air patterns, or patterns of inequity, but actual commutes,” Pearlstein said.
As a reporter who has covered congestion pricing for nearly a decade, I have learned never to underestimate the power of “car brain” on public policy. As a New Yorker who lives steps from the entrance of the Williamsburg Bridge on the Lower East Side, who watches mothers push strollers through oceans of hot, heavy steel boxes belching poisonous gasses driven by people on a hair trigger, and who has seen our leaders pretend that this is New York, that we are too exceptional to change, I cannot help but go about my day, doing my best to tune out the incessant honking, feeling like the dog engulfed in flames: “This is fine.”
That it took transportation advocates, regional planners, and forward-looking politicians nearly 20 years to enact congestion pricing in New York City — the U.S. municipality perhaps most amenable to it because of its housing density and excellent mass transit system — reveals the daunting task of weaning Americans off the automobile. More than three-quarters of us drive our own personal cars to our jobs.
“The only thing that’s going to change the fact that the overwhelming majority of Americans drive to work is not permitting reforms to programs like congestion pricing. It’s permitting reforms to allow dense housing development in metropolitan areas across the country,” Pearlstein said.
“It’s a little bit like a Marxian analysis,” he mused. The crisis must come to a head in order to overthrow the status quo. “In order to adopt congestion pricing, you first have to exacerbate congestion significantly by condensing your built environment.”
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Rob takes Jesse through our battery of questions.
Every year, Heatmap asks dozens of climate scientists, officials, and business leaders the same set of questions. It’s an act of temperature-taking we call our Insiders Survey — and our 2026 edition is live now.
In this week’s Shift Key episode, Rob puts Jesse through the survey wringer. What is the most exciting climate tech company? Are data centers slowing down decarbonization? And will a country attempt the global deployment of solar radiation management within the next decade? It’s a fun one! Shift Key is hosted by Robinson Meyer, the founding executive editor of Heatmap, and Jesse Jenkins, a professor of energy systems engineering at Princeton University.
Subscribe to “Shift Key” and find this episode on Apple Podcasts, Spotify, Amazon, or wherever you get your podcasts.
You can also add the show’s RSS feed to your podcast app to follow us directly.
Here is an excerpt from our conversation:
Robinson Meyer: Next question — you have to pick one, and then you’ll get a free response section. Do you think AI and data centers energy needs are significantly slowing down decarbonization, yes or no?
Jesse Jenkins: Significantly. Yeah, I guess significantly would … yes, I think so. I think in general, the challenge we have with decarbonization is we have to add new, clean supplies of energy faster than demand growth. And so, in order to make progress on existing emissions, you have to exceed the demand growth, meet all of that growth with clean resources, and then start to drive down emissions.
If you look at what we’ve talked about — are China’s emissions peaking, or global emissions peaking? I mean, that really is a game. It’s a race between how fast we can add clean supply and how fast demand for energy’s growing. And so in the power sector in particular, an area where we’ve made the most progress in recent years in cutting emissions, now having a large, and rapid growth in electricity demand for a whole new sector of the economy — and one that doesn’t directly contribute to decarbonization, like, say, in contrast to electric vehicles or electrifying heating —certainly makes things harder. It just makes that you have to run that race even faster.
I would say in the U.S. context in particular, in a combination of the Trump policy environment, we are not keeping pace, right? We are not going to be able to both meet the large demand growth and eat into the substantial remaining emissions that we have from coal and gas in our power sector. And in particular, I think we’re going to see a lot more coal generation over the next decade than we would’ve otherwise without both AI and without the repeal of the Biden-era EPA regulations, which were going to really drive the entire coal fleet into a moment of truth, right? Are they gonna retrofit for carbon capture? Are they going to retire? Was basically their option, by 2035.
And so without that, we still have on the order of 150 gigawatts of coal-fired power plants in the United States, and many of those were on the way out, and I think they’re getting a second lease on life because of the fact that demand for energy and particularly capacity are growing so rapidly that a lot of them are now saying, Hey, you know what, we can actually make quite a bit of money if we stick around for another 5, 10, 15 years. So yeah, I’d say that’s significantly harder.
That isn’t an indictment to say we shouldn’t do AI. It’s happening. It’s valuable, and we need to meet as much, if not all of that growth with clean energy. But then we still have to try to go faster, and that’s the key.
Mentioned:
This year’s Heatmap Insiders Survey
Last year’s Heatmap Insiders Survey
The best PDF Jesse read this year: Flexible Data Centers: A Faster, More Affordable Path to Power
The best PDF Rob read this year: George Marshall’s Guide to Merleau-Ponty's Phenomenology of Perception
This episode of Shift Key is sponsored by …
Heatmap Pro brings all of our research, reporting, and insights down to the local level. The software platform tracks all local opposition to clean energy and data centers, forecasts community sentiment, and guides data-driven engagement campaigns. Book a demo today to see the premier intelligence platform for project permitting and community engagement.
Music for Shift Key is by Adam Kromelow.
They still want to decarbonize, but they’re over the jargon.
Where does the fight to decarbonize the global economy go from here? The past 12 months, after all, have been bleak. Donald Trump has pulled the United States out of the Paris Agreement (again) and is trying to leave a precursor United Nations climate treaty, as well. He ripped out half the Inflation Reduction Act, sidetracked the Environmental Protection Administration, and rechristened the Energy Department’s in-house bank in the name of “energy dominance.” Even nonpartisan weather research — like that conducted by the National Center for Atmospheric Research — is getting shut down by Trump’s ideologues. And in the days before we went to press, Trump invaded Venezuela with the explicit goal (he claims) of taking its oil.
Abroad, the picture hardly seems rosier. China’s new climate pledge struck many observers as underwhelming. Mark Carney, who once led the effort to decarbonize global finance, won Canada’s premiership after promising to lift parts of that country’s carbon tax — then struck a “grand bargain” with fossiliferous Alberta. Even Europe seems to dither between its climate goals, its economic security, and the need for faster growth.
Now would be a good time, we thought, for an industry-wide check-in. So we called up 55 of the most discerning and often disputatious voices in climate and clean energy — the scientists, researchers, innovators, and reformers who are already shaping our climate future. Some of them led the Biden administration’s climate policy from within the White House; others are harsh or heterodox critics of mainstream environmentalism. And a few more are on the front lines right now, tasked with responding to Trump’s policies from the halls of Congress — or the ivory minarets of academia.
We asked them all the same questions, including: Which key decarbonization technology is not ready for primetime? Who in the Trump administration has been the worst for decarbonization? And how hot is the planet set to get in 2100, really? (Among other queries.) Their answers — as summarized and tabulated by my colleagues — are available in these pages.
You can see whether insiders think data centers are slowing down decarbonization and what folks have learned (or, at least, say they’ve learned) from the repeal of clean energy tax credits in the Inflation Reduction Act.
But from many different respondents, a mood emerged: a kind of exhaustion with “climate” as the right frame through which to understand the fractious mixture of electrification, pollution reduction, clean energy development, and other goals that people who care about climate change actually pursue. When we asked what piece of climate jargon people would most like to ban, we expected most answers to dwell on the various colors of hydrogen (green, blue, orange, chartreuse), perhaps, or the alphabet soup of acronyms around carbon removal (CDR, DAC, CCS, CCUS, MRV). Instead, we got:
“‘Climate.’ Literally the word climate, I would just get rid of it completely,” one venture capitalist told us. “I would love to see people not use 'climate change' as a predominant way to talk to people about a global challenge like this,” seconded a former Washington official. “And who knows what a ‘greenhouse gas emission’ is in the real world?” A lobbyist agreed: “Climate change, unfortunately, has become too politicized … I’d rather talk about decarbonization than climate change.”
Not everyone was as willing to shift to decarbonization, but most welcomed some form of specificity. “I’ve always tried to reframe climate change to be more personal and to recognize it is literally the biggest health challenge of our lives,” the former official said. The VC said we should “get back to the basics of, are you in the energy business? Are you in the agriculture business? Are you in transportation, logistics, manufacturing?”
“You're in a business,” they added, “there is no climate business.”
Not everyone hated “climate” quite as much — but others mentioned a phrase including the word. One think tanker wanted to nix “climate emergency.” Another scholar said: “I think the ‘climate justice’ term — not the idea — but I think the term got spread so widely that it became kind of difficult to understand what it was even referring to.” And one climate scientist didn’t have a problem with climate change, per se, but did say that people should pare back how they discuss it and back off “the notion that climate change will result in human extinction, or the sudden and imminent end to human civilization.”
There were other points of agreement. Four people wanted to ban “net zero” or “carbon neutrality.” One scientist said activists should back off fossil gas — “I know we’re always trying to try convince people of something, but, like, the entire world calls it ’natural gas’” — and another scientist said that they wished people would stop “micromanaging” language: “People continually changing jargon to try and find the magic words that make something different than it is — that annoys me.”
Two more academics added they wish to banish discussion of “overshoot”: “It’s not clear if it's referring to temperatures or emissions — I just don't think it's a helpful frame for thinking about the problem.”
“Unit economics,” “greenwashing,” and — yes — the whole spectrum of hydrogen colors came in for a lashing. But perhaps the most distinctive ban suggestion came from Todd Stern, the former chief U.S. climate diplomat, who negotiated the Kyoto Protocol and the Paris Agreement.
“I hate it when people say ’are you going to COP?’” he told me, referring to the United Nations’ annual climate summit, officially known as the Conference of the Parties. His issue wasn’t calling it “COP,” he clarified. It was dropping the definite article.
“The way I see it, no one has the right to suddenly become such intimate pals with ‘COP.’ You go to the ball game or the conference or what have you. And you go to ‘the COP,’” he said. “I am clearly losing this battle, but no one will ever hear me drop the ‘the.’”
Now, since I talked to Stern, the United States has moved to drop the COP entirely — with or without the “the” — because Trump took us out of the climate treaty under whose aegis the COP is held. But precision still counts, even in unfriendly times. And throughout the rest of this package, you’ll find insiders trying to find a path forward in thoughtful, insightful, and precise ways.
You’ll also find them remaining surprisingly upbeat — and even more optimistic, in some ways, than they were last year. Twelve months ago, 30% of our insider panel thought China would peak its emissions in the 2020s; this year, a plurality said the peak would come this decade. Roughly the same share of respondents this year as last year thought the U.S. would hit net zero in the 2060s. Trump might be setting back American climate action in the near term. But some of the most important long-term trends remain unchanged.
OUR PANEL INCLUDED… Gavin Schmidt, director of the NASA Goddard Institute for Space Studies | Ken Caldeira, senior scientist emeritus at the Carnegie Institution for Science and visiting scholar at Stanford University | Kate Marvel, research physicist at the NASA Goddard Institute for Space Studies | Holly Jean Buck, associate professor of environment and sustainability at the University at Buffalo | Kim Cobb, climate scientist and director of the Institute at Brown for Environment and Society | Jennifer Wilcox, chemical engineering professor at the University of Pennsylvania and former U.S. Assistant Secretary for Fossil Energy and Carbon Management | Michael Greenstone, economist and director of the Energy Policy Institute at the University of Chicago | Solomon Hsiang, professor of global environmental policy at Stanford University | Chris Bataille, global fellow at Columbia University’s Center on Global Energy Policy | Danny Cullenward, senior fellow at the Kleinman Center for Energy Policy at the University of Pennsylvania | J. Mijin Cha, environmental studies professor at UC Santa Cruz and fellow at Cornell University’s Climate Jobs Institute | Lynne Kiesling, director of the Institute for Regulatory Law and Economics at Northwestern University | Daniel Swain, climate scientist at the University of California Agriculture and Natural Resources | Emily Grubert, sustainable energy policy professor at the University of Notre Dame | Jon Norman, president of Hydrostor | Chris Creed, managing partner at Galvanize Climate Solutions | Amy Heart, senior vice president of public policy at Sunrun | Kate Brandt, chief sustainability officer at Google | Sophie Purdom, managing partner at Planeteer Capital and co-founder of CTVC | Lara Pierpoint, managing director at Trellis Climate | Andrew Beebe, managing director at Obvious Ventures | Gabriel Kra, managing director and co-founder of Prelude Ventures | Joe Goodman, managing partner and co-founder of VoLo Earth Ventures | Erika Reinhardt, executive director and co-founder of Spark Climate Solutions | Dawn Lippert, founder and CEO of Elemental Impact and general partner at Earthshot Ventures | Rajesh Swaminathan, partner at Khosla Ventures | Rob Davies, CEO of Sublime Systems | John Arnold, philanthropist and co-founder of Arnold Ventures | Gabe Kleinman, operating partner at Emerson Collective | Amy Duffuor, co-founder and general partner at Azolla Ventures | Amy Francetic, managing general partner and founder of Buoyant Ventures | Tom Chi, founding partner at At One Ventures | Francis O’Sullivan, managing director at S2G Investments | Cooper Rinzler, partner at Breakthrough Energy Ventures | Gina McCarthy, former administrator of the U.S. Environmental Protection Agency | Neil Chatterjee, former commissioner of the Federal Energy Regulatory Commission | Representative Scott Peters, member of the U.S. House of Representatives | Todd Stern, former U.S. special envoy for climate change | Representative Sean Casten, member of the U.S. House of Representatives | Representative Mike Levin, member of the U.S. House of Representatives | Zeke Hausfather, climate research lead at Stripe and research scientist at Berkeley Earth | Shuchi Talati, founder and executive director of the Alliance for Just Deliberation on Solar Geoengineering | Nat Bullard, co-founder of Halcyon | Bill McKibben, environmentalist and founder of 350.org | Ilaria Mazzocco, senior fellow at the Center for Strategic and International Studies | Leah Stokes, professor of environmental politics at UC Santa Barbara | Noah Kaufman, senior research scholar at Columbia University’s Center on Global Energy Policy | Arvind Ravikumar, energy systems professor at the University of Texas at Austin | Jessica Green, political scientist at the University of Toronto | Jonas Nahm, energy policy professor at Johns Hopkins SAIS | Armond Cohen, executive director of the Clean Air Task Force | Costa Samaras, director of the Scott Institute for Energy Innovation at Carnegie Mellon University | John Larsen, partner at Rhodium Group | Alex Trembath, executive director of the Breakthrough Institute | Alex Flint, executive director of the Alliance for Market Solutions
The Heatmap Insiders Survey of 55 invited expert respondents was conducted by Heatmap News reporters during November and December 2025. Responses were collected via phone interviews. All participants were given the opportunity to record responses anonymously. Not all respondents answered all questions.
Plus, which is the best hyperscaler on climate — and which is the worst?
The biggest story in energy right now is data centers.
After decades of slow load growth, forecasters are almost competing with each other to predict the most eye-popping figure for how much new electricity demand data centers will add to the grid. And with the existing electricity system with its backbone of natural gas, more data centers could mean higher emissions.
Hyperscalers with sustainability goals are already reporting higher emissions, and technology companies are telling investors that they plan to invest hundreds of billions, if not trillions of dollars, into new data centers, increasingly at gigawatt scale.
And yet when we asked our Heatmap survey participants “Do you think AI and data centers’ energy needs are significantly slowing down decarbonization?” only about 34% said they would, compared to 66% who said they wouldn’t.
There were some intriguing differences between different types of respondents. Among our “innovator” respondents — venture capitalists, founders, and executives working at climate tech startups — the overwhelming majority said that AI and data centers are not slowing down decarbonization. “I think it’s the inverse — I think we want to launch the next generation of technologies when there’s demand growth and opportunity to sell into a slightly higher priced, non-commoditized market,” Joe Goodman co-founder and managing partner at VoLo Earth Ventures, told us.
Not everyone in Silicon Valley is so optimistic, however. “I think in a different political environment, it may have been a true accelerant,” one VC told us. “But in this political environment, it’s a true albatross because it’s creating so many more emissions. It’s creating so much stress on the grid. We’re not deploying the kinds of solutions that would be effective."
Scientists were least in agreement on the question. While only 47% of scientists thought the growth of data centers would significantly slow down decarbonization, most of the pessimistic camp was in the social sciences. In total, over 62% of the physical scientists we surveyed thought data centers weren’t slowing down decarbonization, compared to a third of social scientists.
Michael Greenstone, a University of Chicago economist, told us he didn’t see data centers and artificial intelligence as any different from any other use of energy. “I also think air conditioning and lighting, computing, and 57,000 other uses of electricity are slowing down decarbonization,” he said. The real answer is the world is not trying to minimize climate change.”
Mijin Cha, an assistant professor of environment studies at the University of California Santa Cruz, was even more gloomy, telling us, “Not only do I think it’s slowing down decarbonization, I think it is permanently extending the life of fossil fuels, especially as it is now unmitigated growth.”
Some took issue with the premise of the question, expressing skepticism of the entire AI industry. “I’m actually of the opinion that most of the AI and data center plans are a massive bubble,” a scientist told us. “And so, are there plans that would be disruptive to emissions? Yes. Are they actually doing anything to emissions yet? Not obvious.”
We also asked respondents to name the “best” and “worst” hyperscalers, large technology companies pursuing the data center buildout. Many of these companies have some kind of renewables or sustainability goal, but there are meaningful differences among them. Google and Microsoft look to match their emissions with non-carbon-power generation in the same geographic area and at the same time. The approach used by Meta and Amazon, on the other hand, is to develop renewable projects that have the biggest “bang for the buck” on global emissions by siting them in areas with high emissions that the renewable generation can be said to displace.
Among our respondents, the 24/7 “time and place” approach is the clear winner.
Google was the “best” pick for 19 respondents, including six who said “Google and Microsoft.” By contrast, Amazon and Meta had just three votes combined.
As for the “worst,” there was no clear consensus, although two respondents from the social sciences picked “everyone besides Microsoft and Google” and “everyone but Google and Microsoft.” Another one told us, “The best is a tie between Microsoft and Google. Everyone else is in the bottom category.”
A third social scientist summed it up even more pungently. “Google is the best, Meta is the worst. Evil corporation” — though with more expletives than that.
The Heatmap Insiders Survey of 55 invited expert respondents was conducted by Heatmap News reporters during November and December 2025. Responses were collected via phone interviews. All participants were given the opportunity to record responses anonymously. Not all respondents answered all questions.