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Renewable energy’s biggest political liability? It may be the whales and tortoises, according to Heatmap polling.
Conflicts over the environmental impacts of energy transition technologies — some rooted in fact, others founded more in fear — have played out in myriad ways across America over the past few years, from residents of beach towns protesting against offshore wind in the name of whale safety to farm communities opposing solar and onshore wind over impacts to livestock and birds. While some of these fights have been seeded by anti-renewable interest groups, these outside actors have fertile soil to work with. Exclusive Heatmap polling conducted in April found the top concern both Democrats and Republicans have with renewable energy projects in their areas is the harm those facilities could inflict on wildlife.
Notably, almost half of all Democrats said consequences for wildlife from projects would elicit “strong concern” from them. Other big concerns for Republicans such as reliability during extreme weather and land use factors received nowhere near the same level of Democratic agreement.
It’s hard to say whether this is because people are really concerned about animals and species protection generally or because there’s a concerted public relations effort (funded in no small part by fossil fuel companies) to focus on the negative environmental effects of solar farms and wind turbines. But nevertheless, this polling result — which is being reported today for the first time — underscores a real vulnerability that energy projects labeled “clean” can face when a would-be host community is faced with information indicating they may produce pollution or harm to the environment.
It also helps explain a recent statewide poll of New Jersey residents conducted by researchers at Stockton University that found a sharp increase in the percentage of respondents opposed to offshore wind following a very public campaign to tie new offshore project development to a spate of whale deaths.
“These conflicts are real, I’m not going to say they aren’t. That’s why I say there are appropriate places to site and inappropriate places to site,” Matt Kirby, senior director of energy and landscape conservation for the National Parks Conservation Association, told me. “I hope that industry understands that it needs to have social license to operate, and it will only be able to get that if they’re a good player.”
How this played out in New Jersey should be cause for concern to anyone trying to deploy more renewable energy.
In 2019, researchers at Stockton, a public university in the state, found broad bipartisan support for offshore wind development. Then came at least a dozen dead whales that washed onto the Atlantic coastline, an incident that lacks a known cause to this day … but also spurred a non-stop anti-offshore wind campaign driven by politicians and political media figures, including those with ties to fossil fuel-funded opposition groups.
There’s been no evidence to date that the offshore wind build-out off the Atlantic coast has harmed a single whale. But studies have shown that activities related to offshore wind could harm a whale, which appears to be enough to override the benefits for some people. When Stockton pollsters checked again in September 2023 to measure support for offshore wind, they found it had plummeted. More state residents supported wind farms than opposed them, still. But support had dropped 30%, to roughly half of all participants backing the projects. Only a third of those living on the coasts were for constructing new offshore wind.
Alyssa Maurice, one of the researchers involved in the recent poll, told me there’s multiple ways to read this data, including that it may have been driven by partisanship. The whale campaign had a lot of play on Fox News (and still does today). But there’s a very real chance the campaign to tie the whale deaths and other potential environmental harms to offshore wind worked: Nearly 44% of respondents said they believed offshore wind would impact marine life “a great deal,” a figure that rose to 62% when it came to people on the coast.
“There’s now this gap between shore communities and the state that wasn’t there before,” Maurice said. “[It’s] a really stark geographic divide.”
Climate change is a major risk to wildlife habitat and imperiled species across the world — that much is plain as day. There’s a reason the survival of certain mammals, fish and fauna often described as “keystone species” are seen as bellwethers for planetary warming. When they go extinct from climate impacts to river temperatures or food availability, it portends harms that may befall other species too — including, maybe, humans.
But an unfortunate truth is that major industrial projects — even ones aimed at decarbonizing the global economy — will always impact the local environment. To build large-scale solar farms or lithium mines or sprawling CO2 pipelines, we may need to disrupt a substantial number of endangered species and their habitat, not to mention the livelihoods of countless people who make their livelihoods off the land, air, and sea, or who enjoy outdoor recreation and hunting.
These conflicts are the reason I gave a talk at the Society of Environmental Journalists’ conference this year explaining why I do not use the term “clean energy” without quotation marks — not for the derisive reasons climate deniers put scarequotes around the term, but in pursuit of accuracy and out of respect for the populations most impacted by new projects. Before I joined Heatmap, I spent years writing about mining for battery metals, and I heard countless complaints from individuals in frontline communities and human rights groups about how there’s nothing “clean” about a car made with cobalt mined by a child or lithium chemicals that sapped an aquifer dry.
That’s not to say focusing on the “clean” part of decarbonization is a bad thing — it’s just not what brings people together, according to the Heatmap poll. In fact, we found the most bipartisan agreement for supporting “clean” energy projects in two areas: job creation and reducing the nation’s dependence on foreign sources for oil and gas.
Reducing local air and water pollution? There was a 52 percentage point difference in support between Democrats and Republicans, with only a third of GOP respondents identifying it as a major driver of support. Combating climate change? That gulf widens to 66 percentage points, with only 16% GOP support.
Whether those who favor overlooking wildlife concerns in favor of deployment like it or not, these findings undergird an argument being made by the ecologically-focused segments of the climate advocacy world that planning through the transition can have a political upside.
Patrick Bigger, a senior researcher at the left-aligned Climate and Community Project, said he wasn’t surprised by Heatmap’s findings.
“Talking about conservation polls really well and talking about climate change polls really poorly” with some communities, Bigger said. “I think there’s this implicit sense by folks who care about climate action that clean and green are permanently symbiotically coded as good, and it’s very hard to break that habit until you’re confronted with the polling that this doesn’t actually play well with the communities you’re trying to reach.”
The Heatmap poll of 2,094 American adults was conducted by Embold Research via online responses from April 5 to 11, 2024. The survey included interviews with Americans in all 50 states and Washington, D.C. The margin of sampling error is plus or minus 2.3 percentage points.
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The fragility of the global fossil fuel complex has been put on full display. The Strait of Hormuz has been effectively closed, causing a shock to oil and natural gas prices, putting fuel supplies from Incheon to Karachi at risk. American drivers are already paying more at the pump, despite the United States’s much-vaunted energy independence. Never has the case for a transition to renewable energy been more urgent, clear, and necessary.
So despite the stock market overall being down, clean energy companies’ shares are soaring, right?
Wrong.
First Solar: down over 1% on the day. Enphase: down over 3%. Sunrun: down almost 8%; Tesla: down around 2.5%
Why the slump? There are a few big reasons:
Several analysts described the market action today as “risk-off,” where traders sell almost anything to raise cash. Even safe haven assets like U.S. Treasuries sold off earlier today while the U.S. dollar strengthened.
“A lot of things that worked well recently, they’re taking a big beating,” Gautam Jain, a senior research scholar at the Columbia University Center on Global Energy Policy, told me. “It’s mostly risk aversion.”
Several trackers of clean energy stocks, including the S&P Global Clean Energy Transition Index (down 3% today) or the iShares Global Clean Energy ETF (down over 3%) have actually outperformed the broader market so far this year, making them potentially attractive to sell off for cash.
And some clean energy stocks are just volatile and tend to magnify broader market movements. The iShares Global Clean Energy ETF has a beta — a measure of how a stock’s movements compare with the overall market — higher than 1, which means it has tended to move more than the market up or down.
Then there’s the actual news. After President Trump announced Tuesday afternoon that the United States Development Finance Corporation would be insuring maritime trade “for a very reasonable price,” and that “if necessary” the U.S. would escort ships through the Strait of Hormuz, the overall market picked up slightly and oil prices dropped.
It’s often said that what makes renewables so special is that they don’t rely on fuel. The sun or the wind can’t be trapped in a Middle Eastern strait because insurers refuse to cover the boats it arrives on.
But what renewables do need is cash. The overwhelming share of the lifetime expense of a renewable project is upfront capital expenditure, not ongoing operational expenditures like fuel. This makes renewables very sensitive to interest rates because they rely on borrowed money to get built. If snarled supply chains translate to higher inflation, that could send interest rates higher, or at the very least delay expected interest rate cuts from central banks.
Sustained inflation due to high energy prices “likely pushes interest rate cuts out,” Jain told me, which means higher costs for renewables projects.
While in the long run it may make sense to respond to an oil or natural gas supply shock by diversifying your energy supply into renewables, political leaders often opt to try to maintain stability, even if it’s very expensive.
“The moment you start thinking about energy security, renewables jump up as a priority,” Jain said. Most countries realize how important it is to be independent of the global supply chain. In the long term it works in favor of renewables. The problem is the short term.”
In the short term, governments often try to mitigate spiking fuel prices by subsidizing fossil fuels and locking in supply contracts to reinforce their countries’ energy supplies. Renewables may thereby lose out on investment that might more logically flow their way.
The other issue is that the same fractured supply chain that drives up oil and gas prices also affects renewables, which are still often dependent on imports for components. “Freight costs go up,” Jain said. “That impacts clean energy industry more.”
As for the Strait of Hormuz, Trump said the Navy would start escorting ships “as soon as possible.”
“It is difficult to imagine more arbitrary and capricious decisionmaking than that at issue here.”
A federal court shot down President Trump’s attempt to kill New York City’s congestion pricing program on Tuesday, allowing the city’s $9 toll on cars entering downtown Manhattan during peak hours to remain in effect.
Judge Lewis Liman of the U.S. District Court for the Southern District of New York ruled that the Trump administration’s termination of the program was illegal, writing, “It is difficult to imagine more arbitrary and capricious decisionmaking than that at issue here.”
So concludes a fight that began almost exactly one year ago, just after Trump returned to the White House. On February 19, 2025, the newly minted Transportation Secretary Sean Duffy sent a letter to Kathy Hochul, the governor of New York, rescinding the federal government’s approval of the congestion pricing fee. President Trump had expressed concerns about the program, Duffy said, leading his department to review its agreement with the state and determine that the program did not adhere to the federal statute under which it was approved.
Duffy argued that the city was not allowed to cordon off part of the city and not provide any toll-free options for drivers to enter it. He also asserted that the program had to be designed solely to relieve congestion — and that New York’s explicit secondary goal of raising money to improve public transit was a violation.
Trump, meanwhile, likened himself to a monarch who had risen to power just in time to rescue New Yorkers from tyranny. That same day, the White House posted an image to social media of Trump standing in front of the New York City skyline donning a gold crown, with the caption, "CONGESTION PRICING IS DEAD. Manhattan, and all of New York, is SAVED. LONG LIVE THE KING!"
New York had only just launched the tolling program a month earlier after nearly 20 years of deliberation — or, as reporter and Hell Gate cofounder Christopher Robbins put it in his account of those years for Heatmap, “procrastination.” The program was supposed to go into effect months earlier before, at the last minute, Hochul tried to delay the program indefinitely, claiming it was too much of a burden on New Yorkers’ wallets. She ultimately allowed congestion pricing to proceed with the fee reduced from $15 during peak hours to $9, and thereafter became one of its champions. The state immediately challenged Duffy’s termination order in court and defied the agency’s instruction to shut down the program, keeping the toll in place for the entirety of the court case.
In May, Judge Liman issued a preliminary injunction prohibiting the DOT from terminating the agreement, noting that New York was likely to succeed in demonstrating that Duffy had exceeded his authority in rescinding it.
After the first full year the program was operating, the state reported 27 million fewer vehicles entering lower Manhattan and a 7% boost to transit ridership. Bus speeds were also up, traffic noise complaints were down, and the program raised $550 million in net revenue.
The final court order issued Tuesday rejected Duffy’s initial arguments for terminating the program, as well as additional justifications he supplied later in the case.
“We disagree with the court’s ruling,” a spokesperson for the Transportation Department told me, adding that congestion pricing imposes a “massive tax on every New Yorker” and has “made federally funded roads inaccessible to commuters without providing a toll-free alternative.” The Department is “reviewing all legal options — including an appeal — with the Justice Department,” they said.
Current conditions: A cluster of thunderstorms is moving northeast across the middle of the United States, from San Antonio to Cincinnati • Thailand’s disaster agency has put 62 provinces, including Bangkok, on alert for severe summer storms through the end of the week • The American Samoan capital of Pago Pago is in the midst of days of intense thunderstorms.
We are only four days into the bombing campaign the United States and Israel began Saturday in a bid to topple the Islamic Republic’s regime. Oil prices closed Monday nearly 9% higher than where trading started last Friday. Natural gas prices, meanwhile, spiked by 5% in the U.S. and 45% in Europe after Qatar announced a halt to shipments of liquified natural gas through the Strait of Hormuz, which tapers at its narrowest point to just 20 miles between the shores of Iran and the United Arab Emirates. It’s a sign that the war “isn’t just an oil story,” Heatmap’s Matthew Zeitlin wrote yesterday. Like any good tale, it has some irony: “The one U.S. natural gas export project scheduled to start up soon is, of all things, a QatarEnergy-ExxonMobil joint venture.” Heatmap’s Robinson Meyer further explored the LNG angle with Eurasia Group analyst Gregory Brew on the latest episode of Shift Key.
At least for now, the bombing of Iranian nuclear enrichment sites hasn’t led to any detectable increase in radiation levels in countries bordering Iran, the International Atomic Energy Agency said Monday. That includes the Bushehr nuclear power plant, the Tehran research reactor, and other facilities. “So far, no elevation of radiation levels above the usual background levels has been detected in countries bordering Iran,” Director General Rafael Grossi said in a statement.
Financial giants are once again buying a utility in a bet on electricity growth. A consortium led by BlackRock subsidiary Global Infrastructure Partners and Swedish private equity heavyweight EQT announced a deal Monday to buy utility giant AES Corp. The acquisition was valued at more than $33 billion and is expected to close by early next year at the latest. “AES is a leader in competitive generation,” Bayo Ogunlesi, the chief executive officer of BlackRock’s Global Infrastructure Partners, said in a statement. “At a time in which there is a need for significant investments in new capacity in electricity generation, transmission, and distribution, especially in the United States of America, we look forward to utilizing GIP’s experience in energy infrastructure investing, as well as our operational capabilities to help accelerate AES’ commitment to serve the market needs for affordable, safe and reliable power.” The move comes almost exactly a year after the infrastructure divisions at Blackstone, the world’s largest alternative asset manager, bought the Albuquerque-based utility TXNM Energy in an $11.5 billion gamble on surging power demand.
China’s output of solar power surpassed that of wind for the first time last year as cheap panels flooded the market at home and abroad. The country produced nearly 1.2 million gigawatt-hours of electricity from solar power in 2025, up 40% from a year earlier, according to a Bloomberg analysis of National Bureau of Statistics data published Saturday. Wind generation increased just 13% to more than 1.1 gigawatt-hours. The solar boom comes as Beijing bolsters spending on green industry across the board. China went from spending virtually nothing on fusion energy development to investing more in one year than the entire rest of the world combined, as I have previously reported. To some, China is — despite its continued heavy use of coal — a climate hero, as Heatmap’s Katie Brigham has written.
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Canada and India have a longstanding special friendship on nuclear power. Both countries — two of the juggernauts of the 56-country Commonwealth of Nations — operate fleets that rely heavily on pressurized heavy water reactors, a very different design than the light water reactors that make up the vast majority of the fleets in Europe and the United States. Ottawa helped New Delhi build its first nuclear plants. Now the two countries have renewed their atomic ties in what the BBC called a “landmark” deal Monday. As part of the pact, India signed a nine-year agreement with Canada’s largest uranium miner, Cameco, to supply fuel to New Delhi’s growing fleet of seven nuclear plants. The $1.9 billion deal opens a new market for Canada’s expanding production of uranium ore and gives India, which has long worried about its lack of domestic deposits, a stable supply of fuel.
India, meanwhile, is charging ahead with two new reactors at the Kaiga atomic power station in the southwestern state of Karnataka. The units are set to be IPHWR-700, natively designed pressurized heavy water reactors. Last week, the Nuclear Power Corporation of India poured the first concrete on the new pair of reactors, NucNet reported Monday.
The Spanish refiner Moeve has decided to move forward with an investment into building what Hydrogen Insight called “a scaled-back version” of the first phase of its giant 2-gigawatt Andalusian Green Hydrogen Valley project. Even in a less ambitious form, Reuters pegged the total value of the project at $1.2 billion. Meanwhile in the U.S., as I wrote yesterday, is losing major projects right as big production facilities planned before Trump returned to office come online.
Speaking of building, the LEGO Group is investing another $2.8 million into carbon dioxide removal. The Danish toymaker had already pumped money into carbon-removal projects overseen by Climate Impact Partners and ClimeFi. At this point, LEGO has committed $8.5 million to sucking planet-heating carbon out of the atmosphere, where it circulates for centuries. “As the program expands, it is helping to strengthen our understanding of different approaches and inform future decision-making on how carbon removal may complement our wider climate goals,” Annette Stube, LEGO’s chief sustainability officer, told Carbon Herald.