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Shorter “shoulder seasons” mean fewer opportunities for necessary grid maintenance. What could go wrong?

It’s getting hot in Texas. Forecast highs for Tuesday are 89 degrees Fahrenheit in Houston, 92 in San Antonio, and 90 in Dallas. ERCOT, which operates the energy market that covers around 90% of the state, issued an “extreme hot weather event” warning and a “weather watch” due to “unseasonably high temperatures” — and “high levels of expected maintenance outages.”
The whole country, but particularly Texas, is playing chicken with its existing fleet of natural gas-powered electricity infrastructure. While the weather-dependence of solar and wind are both obvious and well-known, gas, too, can be susceptible to nature’s fluctuations. High temperatures mean high demand, while very low temperatures can literally freeze whole gas production, distribution, and generation system, with catastrophic consequences.
Natural gas powers around 60% of Texas’ electricity. While Tuesday’s is far from the hottest weather the state will face this year, it comes at what can be a fragile time for the grid. This is the end of the spring maintenance season, when power plant operators have a window to schedule outages necessary to perform maintenance after winter and ahead of summer, when electricity demand spikes again — what ERCOT calls the “shoulder seasons.”
But weather increasingly does not conform to the plans of market regulators, with temperatures rising earlier in the year and falling later, impinging on that shoulder space. In April, ERCOT had to ask power plants to delay outages they had already planned due to high temperatures in parts of the state.
Shutting down a natural gas power plant can be fraught in Texas, where authorities are wary of destabilizing the grid. Other than 2021’s Winter Storm Uri, which caused days of blackouts and hundreds of deaths, one of the state’s worst-ever blackouts happened in April 2006, when high temperatures coincided with — you guessed it — planned outages for maintenance. Texas is not the only place that gets hot in the summer, of course, but its grid is both isolated from the rest of the country and is dealing with substantial growth in power demand, which means it’s more likely to bump up against its limits.
“We’ve had a couple of pretty hot days and have more hot weather this week,” University of Texas professor Hugh Daigle told me. “What’s happening is that we’ve been operating close to the limit of available supply at peak demand.”
While the grid in Texas has remained stable so far this spring — albeit with some wild price spikes at times — delaying planned outages risks future unplanned power failures if operators fall behind on maintenance. Those failures are most likely to occur during the summer months, when high demand from air conditioning adds to stresses caused by the heat and ERCOT is less likely to allow the plants to come offline. In the best case scenario, a strained grid “only” results in electricity prices spiking. In the worst, it leads to blackouts and deaths from extreme heat.
Along with three of his University of Texas colleagues, Joshua Rhodes, Aidan Pyrcz, and Michael Webber, Daigle recently published a paper showing that as Texas warms, the times when it’s “safe” to have a large number of planned outages may shrink.
Average temperatures in the state rose 0.8 degrees Celsius from 1895 to 2021, and are projected to go up another whole degree by 2036. While that may sound like a small change, this would increase the number of 100 degree Fahrenheit days — which often mean record-breaking electricity usage — by some 40%.
While it may seem like a warming trend could have a symmetric and offsetting effect on the grid — hotter summer days that lead to record air conditioning demand but also warmer winter days that create less strain on electric heat — the researchers found that instead, the shoulder seasons were getting impinged on both sides. Compared to the 1950s, mild spring weather has been starting and ending earlier. At mid-century, spring started near the beginning of March; now it’s closer to the beginning of February. The start of fall, meanwhile, slid from the beginning of November later toward the middle of the month.
If maintenance in the spring shoulder season can just occur just from March to May, “maintenance periods will no longer coincide with periods of low expected demand,” Daigle told me. And if it’s just in the fall season, which could shrink to October and November, “it may be unreasonable to expect power plants to be able to forgo spring maintenance.”
“If you look at climate models and how average temperatures change,” Daigle said, “those two periods” — before the cold of winter and the heat of summer — “could merge into a single period in December and January.”
Just one shoulder season introduces extreme risks, Daigle explained. “We still do get winter storms. It’s December and January and you have a lot of stuff down for planned maintenance, and something like Uri comes through — we’re up a creek.”
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After a disappointing referendum in Maine, campaigners in New York are taking their arguments straight to lawmakers.
As electricity affordability has become the issue on every politician’s lips, a coalition of New York state lawmakers and organizations in the Hudson Valley have proposed a solution: Buy the utility and operate it publicly.
Assemblymember Sarahana Shrestha, whose district covers the mid-Hudson Valley, introduced a bill early last year to buy out the Hudson Valley’s investor-owned utility, Central Hudson Gas and Electric, and run it as a state entity. That bill hung around for a while before Shrestha reintroduced it to committee in January. It now has more than a dozen co-sponsors, a sign that the idea is gaining traction in Albany.
With politicians across the country in a frenzy to quell voters’ growing anxieties over their power bills, public power advocates are seizing the moment to make a renewed case that investor-owned utilities are to blame for rising prices. A victory for public power in the Hudson Valley would be the movement’s biggest win in decades — and could serve as a blueprint for other locales.
Shrestha’s proposal, while ambitious, draws on a long history of public power campaigns in the United States, stretching from the late 1800s to the New Deal 1930s to the present. Most recently, a 2023 referendum in Maine would have seen the state take over its two largest utilities; organizers argued the move would improve service and lower rates. But as Emily Pontecorvo covered for Heatmap, Maine voters rejected the referendum by a nearly 40-point margin. Public power advocates chalked up the loss to Maine’s investor-owned utilities outspending the proposition’s supporters by more than 30 to 1.
The current Hudson Valley campaign has a lot in common with Maine’s. In both, utilities rolled out faulty billing systems that overcharged customers, fueling resentment. Both targeted utilities owned by foreign corporations (Central Hudson is owned by Fortis, a Canadian company; Central Maine Power is owned by a subsidiary of Iberdrola, a Spanish company, while Versant, another utility in the state, is a subsidiary of Enmax, a Canadian corporation). And both took place amid rate hikes.
Shrestha has spent the past year working her district, holding town halls to sell the bill to her constituents. At each one she presents the same schpiel: “I gave people a little brief story of each of the different notable fights, from Long Island Power Authority to Massena to Maine to Rochester,” she told me, “because I also want people to understand that our fight is not happening in isolation.”
Public power advocates in the Hudson Valley are certainly applying lessons from the Maine defeat to their own campaign. For one, the venue is paramount. This time, public power campaigners are gearing up for a fight in the statehouse rather than the ballot box.
Unlike a ballot proposition, state legislation typically doesn’t attract millions of dollars in television and radio advertising from deep-pocketed utilities. Sandeep Vaheesan, a legal scholar and public power expert, told me that passing a law may be a more feasible route to victory for public power.
“Legislative fights are more winnable because referenda end up being messaging wars,” Vaheesan told Heatmap. “And more often than not, the side that has money can win that war.”
The message itself is also key. One lesson Maine organizers walked away with is that affordability is a winning strategy — an insight that has only gotten more robust over the past several months.
The Climate & Community Institute, a progressive climate think tank, released a report in November reflecting on the Maine referendum that put numbers to the campaigners’ intuition. “While climate change was an issue for many in our polling,” the report states, “it often took a backseat to problems Mainers continue to experience, like rising costs and power shutoff risks.” The group also pointed me to a survey it did in the fall of 2023 — years before data centers and energy demand became top-tier political issues — in which 69% of voters said they were worried about climate change, but 85% said they were worried about energy costs.
So how could public power lower costs for ratepayers?
“If you take shareholders out of the picture — if you replace private debt with cheaper public debt — you can lower rates pretty quickly and bring energy bills down,” Vaheesan argued.
The proposed Hudson Valley Power Authority wouldn’t have a profit motive; its return on equity, currently 9.5% for Central Hudson, would be reduced to zero. As a public entity, HVPA could also access capital at much lower interest rates than a private company and would be exempt from state and federal taxes.
Investor-owned utilities also inflate customers’ bills with unnecessary capital spending, Shrestha told me.
“The only way they can drive up their profits is by expanding their capital infrastructure, which is a very rare and unique characteristic of this industry,” she said, noting that a company like Walmart can’t make a profit by overspending. “So we’re stuck with a grid that is unnecessarily bloated and cumbersome and not at all efficient.”
A feasibility report commissioned by HVPA supporters and released in December estimates that ratepayers would see their bills go down by 2% in the first year after the public takeover — and result in 14% lower bills by 2055. A competing report, issued by opponents of the legislation, claimed the delivery portion of charges could increase by 36% under HVPA due to the cost of buying out Central Hudson, though advocates criticized the report for failing to publish any data.
Hudson Valley public power supporters can take another lesson from Maine to counter a combative utility. The two Maine utilities estimated the cost for the state to acquire them would be billions of dollars more than what public power advocates estimated — though in a televised debate, an anti-referendum representative refused to defend the stated numbers until the moderator instructed her to do so.
Lucy Hochschartner, the deputy campaign manager for Pine Tree Power (Maine’s proposed state-run utility), said she often assuaged voters’ concerns over the acquisition price by comparing it to buying a house.
“Right now we pay a really high rent to [Central Maine Power],” Hochschartner told us. “We pay them more than a billion dollars in revenue a year through our electric grid. And instead we could have moved to a low-cost mortgage.”
With a public acquisition, the cost of buying the electrical and gas systems would be funded through revenue bonds, paid off through customers’ bills over time. However a spokesperson for Central Hudson, Joe Jenkins, said the company would launch a legal battle rather than agree to sell its assets to New York State.
“Fortis has made no inclination that the company is for sale,” Jenkins told me. “So to take over a company by means of eminent domain, I believe that our parents would want to see this through a court.”
While a legal battle could be costly, public power advocates say the cost of inaction is also high. Winston Yau, an energy and industrial policy manager at the Climate & Community Institute, told me that publicly run utilities are better equipped to lead the transition to carbon-free power and adapt to a warming and more turbulent climate.
“Climate disasters and extreme weather events and heat waves are a major and increasing cause of rising utility bills,” Yau said. “In the coming decades, a significant amount of new investment will be needed.”
It’s an idea with bipartisan appeal, but AOC’s former policy adviser argues that the scale of the data center problem is too big for that.
Last night, between the trumpeting of fossil fuels and the lengthy honors awarded to both veterans and hockey players, President Trump devoted a portion of his State of the Union address to announcing a “ratepayer protection pledge,” under which big tech companies pay for their own power plants for data centers — a show of how central energy prices are becoming to today’s affordability debate.
Electricity in the United States is rapidly becoming expensive and unreliable. Vast swaths of the United States are at elevated risk of outages. January’s winter storms wiped out power for millions of Americans from Louisiana to Brooklyn. In 2025, utilities requested a record $31 billion in rate increases from captive customers. Gas and electricity prices are the two highest drivers of inflation.
The main driver of these new stressors on the grid: the expected $6.7 trillion to be deployed in data centers by 2030.
Policymakers at all levels of governments are coalescing on a strategy for dealing with rising data center demand that mirrors Trump’s ratepayer protection pledge: “bring your own generation,” or BYOG. Bipartisan bills introduced in Washington by Senators Chris Van Hollen, and Josh Hawley and Richard Blumenthal; and by Representatives Rob Menendez and Greg Casar, among others, would require hyperscalers like Meta, OpenAI, and Microsoft to pay for their own power plants and grid upgrades in order to plug in. Michigan, Oregon, Florida, Washington, Georgia, Illinois, and Delaware are all at various stages of enacting BYOG legislation for data centers.
BYOG would create something like a regulatory sandbox for data centers, insulating utilities and ratepayers from the risks of data center demand. But while efforts at consumer protection are important, these policies do not grapple with the scale of data center deployment.
A sandbox won’t withstand a tidal wave. Over the next five years, the equivalent of 17 to 32 New York Cities’ worth of electricity demand is expected to be added to the grid, more than half of which will come from data centers. This incredibly wide estimate means that generators risk overbuilding.
Amidst all this uncertainty, BYOG does not address who pays for new capacity in the event the AI bubble bursts and energy infrastructure is left stranded. Neither does BYOG address the drastically mismatched lifetimes of the chips powering AI (one to three years) and power plants (25 to 30 years). The Federal Energy Regulatory Commission expects 22 New York Cities’ worth of generation to be added to the grid by 2028. Who pays for all of this generation in a decade if even 5% of projected data center demand disappears?
AI is a promising technology, but that does not prevent it from being overvalued. Policymakers must consider the risks when data centers eventually disconnect from the grid, not just when they interconnect. This means ensuring that ratepayers and taxpayers are not left footing the bill for stranded energy infrastructure if data centers disconnect prematurely.
Rather than cordoning off data centers from the rest of the electricity market, policymakers should take a stronger hand in planning these deployments for social and economic benefit. Colocating datacenters with energy-intensive industries and requiring long-term commitments from hyperscalers are more efficient solutions that would also make new data centers more politically palatable.
Public sentiment has turned overwhelmingly against data center development. These vast facilities create relatively few jobs beyond their construction, but colocated with the manufacture of energy-intensive products like aluminum, steel, or fertilizer, suddenly they’re supporting employment. Colocation will also help diversify economic growth. Data center investment was responsible for a whopping 92% of GDP growth in the first half of 2025, creating a potentially dangerous dependency on continued expansion.
There are also simple legal guardrails that can provide a first line of defense against stranded costs. One is requiring long-term power purchase agreements between hyperscalers and generators. Thirteen bipartisan governors and the Trump administration recently urged the country’s largest grid operator, PJM Interconnection, to require 15-year generation contracts for hyperscalers. Notably, Van Hollen’s bill would only require states to “consider” the extension of “minimum utility contract lengths,” while the Hawley/Blumenthal and Menendez/Casar bills make no mention of contract length or stranded costs.
Hyperscalers can also curtail usage during peak demand, a policy that has seen bipartisan support in Texas. A now-famous study from Duke University last year found that if data centers were to curtail 1% of their usage during peak hours, they could avoid installing 126 gigawatts of new generation — that’s 21 New York Cities’ worth. Lawmakers have since taken to the idea. Several states are considering mandating so-called “demand response” programs, and Representatives Alexandria Ocasio-Cortez and Kathy Castor inserted a federal study on demand response into the appropriations bill Trump signed in January.
Regardless of how it’s done, ratepayers should not pay full freight for the tidal wave of infrastructure coming online, and most utility balance sheets should not be exposed to that risk. BYOG’s flaws have more to do with what it leaves out — namely that the planning of significant parts of our economy and electric system is left to tech companies, and little thought is given to the long-term ramifications of overbuilding. Rather than deal reactively with the nasty politics of a bailout, policymakers should make muscular interventions now to reduce risks for ratepayers and taxpayers.
Energy markets are not free markets. For the past century they have been heavily regulated at the state, regional, and federal level. Any discomfort with planning (or “statutory tools”) must be set aside if policymakers are going to efficiently manage the growth of data centers.
On Cybertruck deaths, Texas wind waste, and American aluminum
Current conditions: Yet more snow is dusting New York City with at least an inch fallen already, though that’s set to turn into rain later in the morning • Authorities in Saudi Arabia issued a red alert over a major sandstorm blasting broad swaths of the desert nation • Heavy snow blanketed Romania, halting transportation and taking down power lines.

In his State of the Union address Tuesday night, President Donald Trump unveiled what he called the new “ratepayer protection pledge.” Under the effort, the White House will tell “major tech companies that they have the obligation to provide for their own power needs.” By mandating the bring-your-own-generation approach, the Trump administration is endorsing a push that’s been ongoing for months. The North American Electric Reliability Corporation, the U.S. grid watchdog, called for data centers to build their own generators. An industry-backed proposal in the nation’s largest power grid would do something similar. “This is a unique strategy,” Trump said. “We have an old grid that could never handle the [amount] of electricity that’s needed.” With tech companies constructing new power plants, Trump said, towns should welcome data center projects that could end up lowering electricity rates by inviting more power onto the local grid.
The political blowback to data centers is gaining strength. It is, as my colleague Jael Holzman wrote recently, “swallowing American politics.” On the right, Senator Josh Hawley, the populist Republican from Missouri, introduced legislation this month to restrict data center construction. On the left, Senator Bernie Sanders, the democratic socialist from Vermont, reiterated his proposal this week to halt all data center projects. In the center, Pennsylvania Governor Josh Shapiro, a Democrat with unusually strong support among his state’s GOP voters, recently outlined plans for a more “selective” approach to data centers, as I reported in this newsletter.
Trump isn’t the only Republican pushing back against the data center blowback. On Tuesday, Mississippi Governor Tate Reeves delivered an impassioned defense of his state’s data center buildout. “I understand individuals who would rather not have any industrial project in their backyard. We all choose where to live, whether it’s urban, suburban, agrarian, or industrial. I do not understand the impulse to prevent our country from advancing technologically — except as civilizational suicide,” Reeves wrote in a post on X. “I don’t want to go gently. I love this country, and want her to rise. That’s why Mississippi has become the home of the world’s most impressive supercomputers. We are committed to America and American power. We know that being the hub of the world’s most awesome technology will inevitably bring prosperity and authority to our state. There is nobody better than Mississippians to wield it.”
Replying to Sanders’ proposal, Reeves said he’s “tempted to sit back and let other states fritter away the generational chance to build. To laugh at their short-sightedness. But the best path for all of us would be to see America dominate.”
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The subcompact Ford Pinto gained infamy in the 1970s for its tendency to explode when the gas tank ruptured in a crash. The Ford Motor Company sold just under 3.2 million Pintos. By the official death toll, 27 people died as a result of fires from the vehicles exploding. Tesla has sold more than 34,000 Cybertrucks; already, five people have died in fire fatalities.
That, according to a calculation by the automotive blog Fuel Arc, means the Tesla Cybertruck has 14.52 deaths per 100,000 units, compared to the Ford Pinto’s 0.85 deaths. “The Cybertruck is far more dangerous (by volume) than the historic poster child for corporate greed and grossly antagonistic design,” Fuel Arc’s Kay Leadfoot wrote. “I look forward to the Cybertruck being governmentally crash-tested by the NHTSA, which it has not been thus far. Until then, I can’t recommend sitting in one.” That is, however, based on the lower death toll figure for the Pinto. Back in 1977, Mother Jones published a blockbuster cover story under the headline “Pinto Madness” claiming that the number of deaths could be as high as 900.
Texas accused the recycling company Global Fiberglass Solutions of illegally dumping thousands of wind turbine blades near the central town of Sweetgrass. The company allegedly hired several subcontractors to break down, transport and recycle the blades, but failed to properly dispose of the waste and instead created what Windpower Monthly called a “stockpile” of more than 3,000 blades across two sites in the town. Attorney General Ken Paxton, a Republican candidate for U.S. Senate, seized on a Trumpian critique of the energy source, saying the dumps damage “beautiful Texas land and threaten surrounding communities.”
Off the Atlantic Coast, meanwhile, Orsted is at a transitional moment for two of its offshore wind projects. The Danish developer just brought the vessel Wind Scylla to port after completing the installation of turbines at its Revolution Wind project in New England. The boat is headed to New York next to start installing the first wind turbine at Sunrise Wind, according to OffshoreWIND.biz.
Last month, I told you that Century Aluminum inked a deal with Emirates Global Aluminum to build the first smelter in the U.S. in half a century in Oklahoma. On Tuesday, the U.S. Aluminum Company, a local firm in the state, joined the project, signing an agreement to “explore the development of an aluminum fabrication plant near the new smelter.” If completed, the project — already dubbed Oklahoma Primary Aluminum — would roughly double U.S. primary production of the metal.
The Biden administration had placed what Heatmap’s Matthew Zeitlin called “a big bet on aluminum” back in 2024. By spring of last year, our colleague Katie Brigham was chronicling the confusion over how Trump’s tariffs on aluminum would work. With the recent Supreme Court ruling upending Trump’s trade policies, that one may remain a headscratcher for a little while longer.
Another day, another landmark energy investment from Google. This time, the tech giant has made a deal with the long-duration energy storage startup Form Energy to deploy what Katie wrote “would be the largest battery in the world by energy capacity: an iron-air system capable of delivering 300 megawatts of power at once while storage 30 gigawatt-hours of energy, enabling continuous discharge for 100 hours straight.” The project will power a data center in Minnesota. “For all of 2025, I believe the installed capacity [added to the grid] in the entire U.S. was 57 gigawatt-hours. And in one project, we’re going to install 30 gigawatt-hours,” Form CEO Mateo Jaramillo told Katie. “What it highlights is, once you get to the 100-hour duration, you can really stop thinking about energy to some extent. “