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Nearly 80% of U.S. adults believe conservation is more important than a speedy renewable energy rollout, our poll finds. That spells trouble for Biden’s climate agenda.

In Virginia, environmentalists fought a utility-scale solar farm that would rank among the largest on the East Coast.
In New Jersey, an ocean-conservation group is battling an offshore wind farm that could power half a million homes.
In Utah, Nevada, and even the San Francisco Bay area, green groups are threatening renewable projects that officials say are crucial to meeting local zero-carbon goals.
Around the country, self-described environmentalists are trying to stop some of the same solar and wind projects that experts say are crucial to solving climate change. They are sometimes dismissed as NIMBYs or accused of being stooges for the fossil-fuel industry, and some groups literally are funded by oil interests.
But a new poll shows that their views — at least at the surface level — resonate with nearly four out of every five Americans.
An overwhelming majority of Americans say that conserving local land and wildlife is more important than building new sources of renewable electricity, even if that slows down the world’s response to climate change, according to the inaugural Heatmap Climate Poll, a scientific survey conducted by the Benenson Strategy Group last month.
The poll finds that even though Americans love renewables in the abstract — with 94% endorsing the benefits of rooftop solar and 88% embracing large-scale solar farms — they are skittish about their potential trade-offs. Some 79% of Americans said that new renewable energy should be rolled out “slowly” rather than “quickly” and that the conservation of land and wild animals should be prioritized above rapid greenhouse-gas reductions
In contrast, only 21% of Americans agreed with the statement that “we should roll out renewable energy quickly to lower emissions as fast as possible, even if it means harming natural land or wild animals.”
In other words, you don’t necessarily need recourse to astroturfing schemes or secret fossil-fuel connections to explain why so many Americans oppose new renewable projects. The Heatmap poll surveyed 1,000 adult Americans in all 50 states during a five-day period in February.
The results offer a warning to the Biden administration — and for that matter, anyone who seeks to decarbonize the American economy before the world sails past the 1.5-degree mark. In order for the United States to meet its goal of eliminating carbon pollution from the power system by 2035, the country’s physical infrastructure must transform at a pace and scale that has no peacetime precedent. Solar and wind capacity must quadruple nationwide, according to one estimate from the National Renewable Electricity Laboratory; up to 10,100 miles of new power lines might be required to hook those renewables into the grid. That build-out will be extremely difficult if Americans are susceptible to arguments that renewables are harming local flora and fauna.
“When you think about renewables you’re talking about an impact on the landscape that is beyond the scale of anything this country has ever seen before,” Larry Selzer, the president and chief executive of the Conservation Fund, one of the country’s largest buyers of conserved land, told me. “The IRA explicitly contemplates up to a million miles of new transmission lines and 65,000 miles of new pipelines.”
In contrast, the country’s last major infrastructure project — the Interstate Highway System — is about 48,000 miles long, he said. And much of it was built half a century ago.
“People intuitively understand the scale of investment [in the Inflation Reduction Act], even though it’s going to help save them and their communities” and ultimately protect wildlife, he said. “For most Americans, the idea of climate change is relatively amorphous and distant from their lives, yet they feel the loss of wildlife in a proximate way.”
Although the Inflation Reduction Act contains at least $25 billion to support conservation programs on agricultural and forestry land, this has not attracted as much attention as its clean-energy programs.
For climate advocates, the most upbeat finding in the poll might be that most Americans would be happy to add renewable energy near where they live, even if they want those facilities to have few trade-offs. More than 70% of Americans said that they would welcome the construction of wind turbines or large-scale solar farms in their community; more than 60% expressed comfort with a local geothermal power plant.
The only energy technology that most Americans did not want to live near is, ironically, the same technology that virtually guarantees local conservation. About one-third of respondents said that they would not welcome a new nuclear plant in their community, the poll found. Many nuclear facilities — such as the Calvert Cliffs power plant in Maryland — are surrounded by acres of protected parkland in order to ease local concerns. They also need far less space than other clean energy sources, like solar panels or wind turbines, to generate the same amount of power.
But perhaps that’s not so surprising: Americans’ view of the clean-energy future differs significantly from experts in several areas. Recent reports from a Princeton University team and the National Renewable Energy Laboratory have projected that the IRA will reduce the cost of producing electricity nationwide. Yet nearly half of Americans said that they expect the move to renewables will raise their costs. Only about a third expect lower costs in the future.
This story was updated at 2:36 p.m. ET on Thursday.
The Heatmap Climate Poll of 1,000 American adults was conducted via online panels by Benenson Strategy Group from Feb. 15 to 20, 2023. The survey included interviews with Americans in all 50 states and Washington, D.C. The margin of sampling error is plus or minus 3.02 percentage points. You can read more about the topline results here.
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Electricity companies look like one of the biggest losers of the 2026 midterms.
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I’m still wrapping my head around the size and scale of the Democratic victory on Tuesday. I suspect Wall Street is, too. Yesterday, the S&P 500 gained about 1.6% as investors saw an upside in the Democratic blow-out. Today, they lost their nerve: The S&P fell almost 4.4%, and the tech-focused Nasdaq slid by more than 5%. That AI-loaded index is now down more than 10% from its all-time high in October, which means it’s technically entered a “correction.” (If it drops by 20%, it’ll be in a bear market.)
Amid the market carnage, utilities have held out alright. The Vanguard utilities index fell by less than one percent today, and two of the country’s biggest vertically integrated electricity monopolies — Duke and Southern Company — actually gained ground. Other power companies — including Xcel Energy, which serves the Midwest and Dominion Energy in the Southeast — did okay as well.
I find that surprising, because utilities strike me as one of the biggest losers of Tuesday’s election.
That’s partly because utilities showed up in surprisingly specific ways in candidate policy proposals this cycle. Last night, I wrote about how Senate Democratic candidates took a fairly moderate tack on climate and energy policy this year. What I didn’t mention is that Adam Hamilton, Kansas’ newly elected Democratic senator, called out utilities specifically in his proposal for major new transmission. One of his four big energy policy proposals is as follows:
Require competitive bidding processes for transmission projects instead of handing utility companies lucrative contracts at taxpayer expense. When a nearly half-billion-dollar transmission project is handed to a single utility with no competitive bidding, Kansas ratepayers can end up paying far more than they should. Competitive bidding has been shown to cut these costs by twenty to thirty percent. Politicians on both sides of the aisle should speak out against harmful policies that avoid competitive bidding, like the $493 million project that was handed to Evergy.
I mean, sounds great to me, but transmission policy does not normally rank among Democrats’ biggest applause lines. Hamilton’s other energy ideas are far more conventional, including ending Trump’s tariffs, his war on domestic energy projects, and restoring the clean energy tax credits.
Hamilton wasn’t alone in targeting utilities. David Pomerantz, who leads the watchdogging Energy and Policy Institute, has a great blog post today looking at utility politics in the 2026 election. He argues that we’re about to see utilities endure a much tougher oversight regime than they’ve faced in decades.
Why? There was much more attention on public utility regulators in this election than there have been in previous ones, he argues. Historically, public utility commission appointments have been sleepy affairs. But “incoming new governors Amy Acton (Ohio), Jocelyn Benson (Michigan), David Crowley (Wisconsin), Aaron Ford (Nevada), and Hannah Pingree (Maine) all campaigned overtly on a promise to appoint commissioners who would put ratepayers first,” he writes. In a few of those gubernatorial races, the losing Republican candidate had also promised to fire or replace the existing utility commissioners.
It goes beyond just oversight. The incoming governors in Pennsylvania, Iowa, and Maine have all vowed to reform or lower utility profits. Democrats won a majority on Georgia’s public utility commission — and flipped two seats in Arizona’s five-person board — promising to look closely at the utility profit structure, too.
In one state, voters even directly intervened to limit utility action. Michigan’s Proposition 2, which bars regulated utilities from making campaign contributions, passed overwhelmingly with more than 80% of the vote (although it now faces a legal challenge). And more than 100 politicians, including the winning Benson, pledged not to take utility campaign contributions.
Anyway, it’s an interesting post. You might remember I spoke to David last week for Shift Key about how the bipartisan permitting legislation would weaken monopoly utilities. As my colleagues Jael Holzman and Emily Pontecorvo wrote yesterday, Democrats and Republicans are now negotiating a top-down amendment to that permitting package. We’ll soon learn if the new version — which could come out any time in the next two weeks — preserves the same tough-on-utilities provisions that Dave praised.
When it comes to energy and data centers, everyone loves Texas. Its pro-business political consensus, unusually deregulated electricity market, wide-open plains, sunny skies, and large natural gas and oil deposits have attracted data center developers, renewables developers, liquefied natural gas export terminals, and battery storage entrepreneurs alike.
But this all happened under decades of unified Republican control of Texas’ government. That’s ending on January 19, when Gina Hinojosa is sworn in as governor alongside every other holder of statewide elected office who won this year. In Austin, they will join a Democratic majority Texas House of Representatives, which has been under Republican control since 2003.
Immediately following the election, stocks linked to data center development in Texas swooned — Elon Musk’s SpaceX is down 12.5% since Tuesday, data center developer CoreWeave is down almost 19%, Oracle is down 9%, Texas-based independent power producer Vistra is down 19%. Sterling Infrastructure, a civil construction company headquartered outside Houston, has seen its shares fall 32%.
On the campaign trail, Hinojosa called for a moratorium on data centers until the legislature could pass legislation putting guardrails around development, including protecting residential ratepayers from electricity price hikes and giving local communities more leeway to restrict and condition development. Two weeks before election day, she released a video criticizing Governor Greg Abbott’s “Batch Zero” review process — which had been broadly characterized as a “pause” when it was announced over the summer — for allowing new permits, and she said that she would issue a “ban” on all data center approvals until new laws could be passed.
When Abbott introduced his pause over the summer, Texas’s electricity market ERCOT had 474 gigawatts of data center interconnection requests in its queue (almost all from data centers), a figure he said was around five times the electricity market’s peak demand. That review is due to end next month, shortly before Hinojosa is due to take office, leaving little time for new projects to get approved before the moratorium goes into effect.
Some observers and investors took a sanguine view of Hinojosa’s data center policies. Gavin Baker, a longtime investor in SpaceX, said on X that Hinojosa’s policies “sound reasonable” and pointed to an interview she gave saying that the moratorium would be on new permits and would not affect the pipeline of permitted projects.
The data center and energy industry, however, is in wait-and-see mode when it comes to the severity of the moratorium.
“If she was thinking of trying to go after projects that had begun the construction process,” Brandt Vermillion, U.S. research lead at Modo Energy, said, “I think it would change the overall outlook a ton.”
According to Modo Energy analysis, there are some 25 gigawatts worth of projects under construction in Texas, another 4.6 gigawatts permitted, and another 90 gigawatts that are either just announced or have only submitted grid studies. If Hinojosa “is only going after non-permitted projects,” Vermillion added, then anyone thinking about the future path of data center development in Texas should be more concerned about supply chain constraints like obtaining enough chips to power the data centers.
That being said, the Texas legislature’s session doesn’t end until May 2027, meaning that Hinojosa’s pause could last several months before lawmakers put guardrails into law.
“I don’t think we’re going to not build another data center in the state,” Joshua Rhodes, a research scientist at the University of Texas at Austin, told me. “But I think that they’re going to be under quite a bit more scrutiny.”
That being said, analysts are now much more uncertain about the future path of electricity demand in the state. “Texas demand is difficult to project after Gina Hinojosa’s surprise win,” Jefferies analyst Julien Dumoulin-Smith wrote in a note to clients on Thursday.
That means more trouble for developers in Texas, especially for storage projects, which had already been seeing extremely volatile monthly revenue.
“Batteries and energy storage have been counting on demand to go up because they’re having a rough time out there right now in terms of revenues,” Rhodes said. “Demand will have a pretty big impact on supply.”
One thing the battery storage industry, as well as solar and wind developers, can cheer is that Democratic control of the governorship and the state House means that the threat of anti-renewables bills has fallen to essentially zero.
The renewables industry is hoping that data center development does continue in Texas, but that it looks more orderly and grid-connected.
Going forward, Vermillion expects that data center developers will have a harder time getting tax abatements, which means that a “well-capitalized hyperscaler” could potentially still pursue projects.
“Project A that was going to go about development in a certain way of seeking tax abatements and buying a bunch of reciprocating engines and trying to run themselves off grid” is much less likely to be able to go forward in Hinojosa’s Texas, Vermillion told me, especially as she is able to appoint new commissioners to the Texas Public Utility Commission or the Texas Commission on Environmental Quality.
Tim Woodruff, the data center lead at Modo, told me similarly. “In the near term, if you're one of the neo clouds, maybe now you start pushing a little harder on your projects that you have in MISO or in CAISO,” he said.
Invest in Tomorrow Coalition says it took out clean energy adversaries in the midterms. Now it’s setting its sights on 2028.
A pro-renewables Super PAC – Invest in Tomorrow Coalition – is taking a victory lap, claiming it played a key role in the blue wave and announcing plans to be involved in the 2028 presidential primaries.
When I first heard of the Invest in Tomorrow Coalition, it was clearly a revenge operation. Backed by renewables companies and crypto magnate Chris Larsen, the Super PAC waded into primary elections this year to take out Republicans who voted to repeal most of the Inflation Reduction Act. Tom Matzzie, a renewables executive leading the Super PAC, described the organization to me as “focused on accountability for elected officials who decide they want to attack the clean energy industry.” Shortly afterwards, Invest in Tomorrow announced an investment in seven races before ultimately expanding to 18 races.
Now that the dust is settled, Matzzie told me that most of the races they intervened in wound up flipping red to blue: “I think we’re on track to win 12 or 13 of the 18 we invested in. We had seven or eight marquee races and we’re winning the majority of those. We were hopeful we’d get one in a tough district. We didn’t expect to get this many.”
Their favorite trophy is Indiana’s 5th congressional district in the northern Indianapolis region, where Rep. Victoria Spartz lost a historically comfortable GOP seat to J.D. Ford, a Democratic state senator. Matzzie told me the Super PAC invested $2 million in the race to beat Spartz, which he claimed is more than both campaigns spent combined. (My search of FEC records shows that may be true, if you don’t count other outside assistance.)
After Spartz was declared the loser, the Super PAC sent an email blast to the media with a short statement: “Tell Victoria Spartz. We want her to know it was us.”
The Super PAC also claims at least partial responsibility for helping oust Rep. Lauren Boebert of Colorado, who lost by just a few thousand votes. I’m told they invested $1.5 million in the race, including on a digital ad centered around an incident where Boebert was escorted out of a live stage performance of “Beetlejuice.” The ad claimed Boebert couldn’t be trusted around children. It prompted Boebert to do a whole segment bashing the Super PAC while guest hosting former Rep. Matt Gaetz’s One America News show.
“Oh, I love it when they complain about us. I love it when they whine about us. We want them to spread the word to other members of Congress about what we’re doing,” Matzzie told me. “We want to send a message that we will do what is necessary to defeat you in your next election, including getting down in the mud if needed, and we have limits on what we say and won’t say, but it has to be truthful.”
Since it is already time for 2028 discussions, I asked Matzzie if the Super PAC had any ambitions to be involved in the presidential primaries next. Absolutely, he said. First that involvement will look like education. That could look like having pro-renewables voices urging GOP candidates to be more receptive to the sector, whether they be representatives of the business community or landowners with solar on their properties.
“The accountability part of this comes later as people firm up their point of view on what they’re running on and we don’t know what that is yet. We totally invite all of the candidates to be supportive of the clean energy industry if they’re running for president. That is our ideal outcome,” Matzzie said.
But if candidates don’t get the message will they go on the attack against primary candidates? “I have no hesitation about doing it.”