You’re out of free articles.
Log in
To continue reading, log in to your account.
Create a Free Account
To unlock more free articles, please create a free account.
Sign In or Create an Account.
By continuing, you agree to the Terms of Service and acknowledge our Privacy Policy
Welcome to Heatmap
Thank you for registering with Heatmap. Climate change is one of the greatest challenges of our lives, a force reshaping our economy, our politics, and our culture. We hope to be your trusted, friendly, and insightful guide to that transformation. Please enjoy your free articles. You can check your profile here .
subscribe to get Unlimited access
Offer for a Heatmap News Unlimited Access subscription; please note that your subscription will renew automatically unless you cancel prior to renewal. Cancellation takes effect at the end of your current billing period. We will let you know in advance of any price changes. Taxes may apply. Offer terms are subject to change.
Subscribe to get unlimited Access
Hey, you are out of free articles but you are only a few clicks away from full access. Subscribe below and take advantage of our introductory offer.
subscribe to get Unlimited access
Offer for a Heatmap News Unlimited Access subscription; please note that your subscription will renew automatically unless you cancel prior to renewal. Cancellation takes effect at the end of your current billing period. We will let you know in advance of any price changes. Taxes may apply. Offer terms are subject to change.
Create Your Account
Please Enter Your Password
Forgot your password?
Please enter the email address you use for your account so we can send you a link to reset your password:
What happens when you can’t run and you can’t hide?

You did everything right.
You had your go-bag ready and you knew your evacuation route. You monitored the wildfire as it moved closer and closer to your home, and you kept the volume turned up on your phone so you could heed a “LEAVE NOW” notice if one came. When it finally does, jolting you awake in the middle of the night, you realize that you can smell the smoke inside. When did the fire get so close?
The power is out, so you make your way downstairs using your phone’s flashlight. You have to Google how to manually open the garage door since the electronic clicker doesn’t work (oh, so that’s what the red cord is for). Your heart is thumping, but you’ve made it, you’re in your car; you even remembered to keep it filled to half a tank in preparation. You pull out of your driveway and onto the dirt road that leads out of your rural neighborhood. The night sky ahead of you is a weird neon orange.
You have to hit your brakes when you reach the intersection at the main road. It’s completely backed up with other evacuees, their red taillights stretching ahead through the thickening smoke as far as your eye can see. Some of your neighbors are pulling their boats on trailers; there is an RV up ahead. And you can see the fire burning down the side of the hill now — toward you, toward the gridlocked traffic that isn’t moving.
Harrowing Fort McMurray wildfire escapeyoutu.be
Leaving your home is only the beginning of a wildfire evacuation. But the next step — the drive to a safe location — is usually given no more attention in preparedness guides than the reminder to “follow the directions of emergency officials.” In the best-case scenarios, where communication is clear and early and residents are prepared, that might be enough. But when communication breaks down, or fires move fast and unpredictably, traffic can reach a dangerous standstill and familiar roads can transform into death traps.
In 2015, some 20 vehicles were overcome by a fire while stuck in a traffic jam on Interstate 15 between Los Angeles and Las Vegas; on the same interstate in Utah five years later, a backup nearly became deadly as a fire burned up to the road’s shoulder and panicked travelers abandoned their cars. Fire evacuations in New South Wales, Australia, in 2020 resulted in a 10-hour backup, and Canada’s Highway 3 had bumper-to-bumper traffic earlier this month because it was the only road out of imperiled Yellowknife. In 2020, some 200 people had to be evacuated by helicopter from California’s Sierra National Forest after a fire cut off their only exit route.
And when people die in wildfires, they are often found in their vehicles. In Portugal, 47 of the 64 people killed during a 2017 forest fire were in their cars, trying to escape. At least 10 people were found dead in or near their cars after the 2018 Camp fire, the deadliest blaze in California’s history. And in Lahaina, Hawaii, this month, in what the Los Angeles Times has called “surely … the deadliest traffic jam in U.S. history,” the lack of advanced warning combined with inexplicably blocked roads led an untold number of people to perish in their cars while trying to evacuate, including a 7-year-old boy who was fleeing with his family; a man who used his last moments attempting to shield a beloved golden retriever in his hatchback; and a couple who were reportedly found in each other’s arms.
In a best-case scenario, emergency managers are able to phase evacuations in such a way that the roads don’t get backed up and residents have plenty of time to make it to safety. But wildfire is anything but predictable, and officials who call for an evacuation too soon can risk skeptical residents deciding to take a “wait and see” approach, where they only get in their car once things start to look dicey. In one 2017 study, only a quarter of people in wildfire-prone neighborhoods actually left as soon as they received an evacuation notice (other studies have found higher levels of compliance). This is the worst nightmare from an emergency management standpoint, since “evacuating at the last minute is probably the most dangerous thing you can do,” Sarah McCaffrey, one of the 2017 study’s authors, told The New Yorker.
Further complicating matters is the fact that many wildfire-prone areas are isolated or rural regions with a limited number of egresses to work with. One 2019 investigation found that in California alone, 350,000 people live in areas “that have both the highest wildfire risk designation, and either the same number or fewer exit routes per person as Paradise” — the site of the 2018 Camp fire, where backups on roads prevented many from escaping.
Evacuation traffic also doesn’t behave like the rush hour traffic we’re more familiar with. It’s “a peak of a peak,” with the congestion caused by “the sheer amount of people trying to leave and load onto the roadway at the same time in the same direction,” Stephen Wong, a wildfire evacuation researcher and an assistant professor of transportation engineering at the University of Alberta, told me. Burnovers and hazards like downed powerlines or trees can further reduce exit options, funneling all evacuees onto the same low-capacity roads. Worse, once that congestion starts to form, “you actually reduce the number of vehicles being able to go through that section,” Wong added. “So you go from 2,000 vehicles per hour [per lane], and it drops to, like, 500 vehicles per hour.”
Get one great climate story in your inbox every day:
Households will also frequently evacuate with multiple cars — rather than leave a valuable asset behind to burn — and tow trailers, boats, and RVs. As a result, the average vehicle length increases by 3% during wildfire evacuations, one recent study that looked at the 2019 Kincade fire in California found — leading, of course, to even worse congestion. (Agonizingly, Wong’s research further uncovered that over half of evacuating households “had at least two or more spare seats available”). The Kincade study also discovered that drivers significantly slow down during wildfire evacuations — contrary to the common misconception of careening, panicked escapees — likely due to a combination of factors such as lowered visibility and more cautious driving.
Because “most [evacuation] research focuses on hurricanes and then tornadoes,” Salman Ahmad, a traffic engineer at the civil engineering firm Fleis & VandenBrink, told me, “traffic simulations — how traffic moves during a wildfire — are still lacking.” When emergency planners use computer models to calculate minimum evacuation times for their jurisdictions, for example, their assumptions can be deadly. “If you plan for an allocation considering normal traffic as a benchmark, you’re basically not making the right assumption because you need to put in that extra safety margin” to account for “the fact that people slow down,” Enrico Ronchi, a fire researcher at Lund University in Sweden and the author of the Kincade study, told me.
Wong agreed, stressing that the number of variables fire managers need to juggle is dizzying. “Evacuations are really complex events that involve human behavior, risk perceptions, communication, emergency management, operations, the transportation system itself, psychology, the built environment, and biophysical fire,” Wong said. “So we have a long way to go for evidence-based and sufficient planning that can actually operationalize and prepare communities for these types of events.”
And that’s the scary thing: A person or a community might do everything right and still be at grave risk because of all the unknowns. Evacuation alerts might not get sent or arrive too late; exit routes might become unexpectedly blocked; fires might leapfrog, via flying embers, to create new spot fires that cut off egresses. Paradise, California, famously had a phased evacuation plan in place and had even run community wildfire drills, but even the best-laid plans can unravel.
Tom Cova, a geography professor at the University of Utah who has been studying wildfire evacuations for 30 years, told me that “too many communities may be planning for the roads to be open, the wireless emergency alert systems to work, there not to be tons of kids at home that day — you can just go down the list of things that [could go] wrong and think, What’s the backup plan?” The uncomfortable truth is that we need plans B, C, and D for when evacuations fail. Because they will fail.
Take Lahaina, where a closed bypass road concentrated outbound traffic onto a single, jam-packed street. When people started to panic and abandon their cars, it ultimately further obstructed the road for everyone behind them. “It’s like a chain reaction, where each car is seeing the [people in the] car in front of them run,” Cova said. “And then you look behind you, you can’t back up. If you look to the sides, you’re stuck. And then you say, ‘We’re going into the ocean, too.’”
That improvisation ultimately saved some lives. But “it’s hard for emergency managers to order this kind of thing because what if people drowned?” Cova went on. “So you’re trading one risk for another risk.”
But the need for creative improvisation is also a conclusion that’s been reached by the National Institute of Standards and Technology (NIST), the government agency tasked with issuing guidelines and regulations for engineers and emergency responders. In new guidance released last week, NIST used the Camp fire as its case study and found “evacuation is not a universal solution,” explaining there are times when “it may be better for residents to shelter in their community at a designated safety zone” rather than attempt to drive out of town.
This is a somewhat radical position for a U.S. agency since evacuations have long been the foundation of American wildfire preparations. But the thinking now appears to be turning toward asking “what shelters do we have?” if and when a worst-case scenario arises, as Cova further explained to me. “Temporary refuge areas, high schools, churches, large parking lots, large sports fields, golf courses, swimming pools — I wouldn’t recommend using any of these things, and I wouldn’t recommend people being told to use them,” he said, “but [people] have to know what to do when they can’t get out.”
In the case of Paradise, for example, NIST reports that there were 31 such “temporary refuge areas” that ultimately saved 1,200 lives during the fire, including 14 parking lots, seven roadways, six structures, and a handful of defensible natural areas, like a pre-established wildfire assembly area in a meadow that had already burned and ended up serving as a refuge for as many as 85 people. Once established, these concentrated refuge areas can be defended by firefighters, as was the case for 150 people who memorably hunkered down to wait out the blaze in a strip mall parking lot. It’s far from a best-case scenario, but that’s still 150 people who would’ve otherwise been stuck in potentially deadly traffic jams trying to get out of town.
Temporary refuges are unplanned areas of last resort, but establishing a larger safety zone network and preemptively hardening gathering places like schools and community centers could also potentially reduce exposure on roads by shortening the distance evacuees need to travel to get to lower-hazard areas. So-called WUI fire shelters — essentially, personal fire bunkers that NIST warns against because they aren’t standardized in the U.S. but are popular in Australia — could also be explored. “That’s the direction we’re heading in with wildfire communities,” Cova told me grimly, “because we don’t seem to be able to stop the development in these areas. That means we’re forcing people into a corner where shelter is their only backup plan.”
Maybe this is difficult for you to imagine: Your community is different; a wildfire couldn’t happen here. You’d evacuate as soon as you got the notice; there’s no way you’d get stuck. You’re a good driver; you could get out without help. But as Lahaina and other “unprecedented” fires show, it’s the limits of our lived experiences that we’re up against now.
“We should think about possible scenarios that we have not seen before in our communities,” Ronchi, the Swedish fire researcher, said. “I understand that it’s a bit of a challenge for everyone because often you have to invest money for something that you have not experienced directly. But we are [living] in scenarios now in which we cannot anchor ourselves on our past experiences only.”
Read more about wildfires:
Log in
To continue reading, log in to your account.
Create a Free Account
To unlock more free articles, please create a free account.
Just look at Heatmap’s latest poll results.
A few times a year, Heatmap News surveys a few thousand Americans on the biggest questions driving the world of energy, environment, and climate change. We’ve spent the past few days writing up the results of our latest poll, which was in the field in late May and which I thought was particularly striking.
It’s worth taking a step back to look at the biggest results together, because the American view of data centers is essentially in free fall:
The upshot of these findings: The public‘s turn against artificial intelligence and AI infrastructure is real, widespread, and cross-partisan. It doesn't matter whether Americans started out tolerating data centers or having no opinion about them; they now seem to resent them en masse.
These results also suggest Americans see little distinction between data centers as energy users and data centers as the physical embodiment of AI and Big Tech. At Heatmap, we can be a wonky and energy-focused bunch, and so we tend to think about data centers primarily as large-scale electricity users. I think most approaches to come up with “data center policy” do the same. We know data centers are distinctive in some ways, of course — an AI data center might require more on-site batteries or power generation than, say, an EV factory — but fundamentally it is just another air polluter, large-scale power user, and light-industrial land user.
But the public does not see things this way. Americans understand data centers in the context of the much broader AI policy conversation about jobs, growth, alignment, and even human extinction. And so, I should add, do politicians: Senator Bernie Sanders has framed his data center moratorium proposal as a response to rapid AI development as much as anything having to do with energy affordability. For that reason, I wonder how long the distinction between these two policy conversations — data centers here, and AI policy over there — can persist.
One last thought on this topic: Is the public’s resentment starting to affect the AI boom overall? I think it might be. It was hard for me not to think of our polling results — or our analysis of canceled data center projects — as I read about a recent JPMorgan analysis that found America’s data center boom is “falling way behind schedule,” in the words of The Wall Street Journal. More than 60% of the data center capacity that is supposed to come online next year has yet to break ground, according to the bank; another 7% is “delayed.”
That’s partially due to equipment and labor shortages, but it also might be what a siting-and-permitting bottleneck would look like. Much like renewable developers or venture capitalists, data center developers work by picking a number of sites and trying to develop on all of them. If only a few sites work out, they’re still in the money. But if a falling share of projects are working out — if building anything, anywhere, is getting harder, everywhere — then it might materialize as delays.
Plus more of the week’s big money moves in critical minerals and electric vehicle charging.
Two of climate tech’s hottest sectors — fusion and critical minerals — dominated this week’s funding headlines. Helion led the pack with its $465 million Series G, helping to push the startup with the sector’s most aggressive commercialization timeline one step closer to putting power on the grid. The round follows last week’s news that German fusion startup Focused Energy secured a $240 million Series A, making it Europe’s most valuable fusion company.
Then there’s the critical minerals. Shortly after venture firm Gigascale Capital announced the close of its $250 million fund targeting the physical clean energy economy, it announced one of its first investments: Red Metals, a startup working to bring copper refining back to the U.S. Terra AI, which is using artificial intelligence to identify promising sites for mineral extraction, also landed fresh funding. Rounding out the week’s deals, EV charging and energy services company InCharge also raised a new round as it looks to expand into a broader suite of energy services.
Leading fusion startup Helion has nearly tripled its valuation with its latest $465 million Series G round, which aims to help the company deliver commercial fusion power this decade — the most ambitious timeline in the industry. Per the terms of the power purchase agreement Helion signed with Microsoft in 2023, the startup plans to turn on its first commercial reactor just two years from now. That’s far sooner than even its most precocious competitors, who aim to put fusion power on the grid by the 2030s at the earliest.
Joshua Kushner’s venture firm Thrive Capital led the round, which also included participation from new investors including Lux Capital and Alta Park Capital. Thrive now values the company at $15.5 billion.
“The investors that have joined this round, it’s institutional capital, some very marquee investors,” Helion’s CEO David Kirtley told me, explaining they were willing to back an unproven technology thanks to a series of recent milestones that Helion’s latest prototype reactor, Polaris, achieved. “Polaris earlier this year set records for temperature and fuel. We’ve also reduced a lot of the business risk on the regulatory front, the commercial front, and the actual supply chain, too.” In February, Polaris became the first reactor developed by a private fusion company to operate on deuterium-tritium fuel — the most common fuel in the industry — and to achieve a plasma temperature of 150 million degrees Celsius.
Helion differs from many of its peers pursuing more established reactor concepts such as tokamaks, stellarators, or laser-driven inertial confinement. Instead, Helion’s tech uses powerful magnets to collide and compress two fusion plasmas together, generating temperatures over 100 million degrees Celsius and triggering a fusion reaction. It then seeks to capture the electricity this reaction generates via electromagnetic induction — no steam turbine required — similar to the way regenerative braking works in an electric vehicle. If successful, the approach could enable smaller, more modular fusion reactors than conventional designs would.
While the company had originally aimed for Polaris to demonstrate electricity production from fusion in 2024, that date came and went with no new goal set. Kirtley told me that Helion remains on track to meet the terms of its agreement with Microsoft, however. The startup broke ground on its commercial reactor site last year in Malaga, Washington, where it already has access to a substation and grid interconnection from a dormant aluminum smelter. In addition to building out this facility, Helion also plans to use its new funding to boost production at its electrical component manufacturing plant in nearby Everett, which Kirtley said opened earlier this year.
As investors pour billions into artificial intelligence and the infrastructure supporting it, former Meta CTO Mike Schroepfer has raised an inaugural $250 million fund for his venture firm, Gigascale Capital, which is focused on the physical clean energy economy. This represents Gigascale’s first institutional fundraise since its founding in 2023; until now, the firm’s investments have come entirely out of Schroepfer’s own pocket.
The fund will target early-stage companies working in clean energy, grid infrastructure, critical minerals, and AI-enabled design and manufacturing, while reserving capital to continue backing its portfolio companies as they scale. Gigascale has already backed a number of big names in the space, including Commonwealth Fusion System, iron-air battery developer Form Energy, solid-state transformer company Heron Power, and clean baseload power startup Arbor Energy.
It’s also already begun investing out of this new fund, announcing this week that it led a $10 million seed round for critical minerals company Red Metals, which also included participation from JB Straubel, founder and CEO of the battery recycling company Redwood Materials. The company aims to help reshore copper refining in the U.S., and will use this fresh capital to support the development of a $70 million refining facility in Charleston, South Carolina. Red Metals says its process can convert copper scrap directly into a finished copper product, bypassing several of the costly and emissions-intensive intermediate steps typical of conventional refining.
The investment offers a window into the kinds of companies Schroepfer is most interested in — businesses that might lack the glamor of an AI startup but represent bipartisan opportunities to address core industrial bottlenecks. Copper, for example, is essential to all sorts of clean energy infrastructure, including transformers, power lines, and anode battery materials, but also critical for defense technologies such as radar systems and ammunition. Yet American copper production has been on the decline, with analysts projecting that the U.S. will face a refined copper shortage of over 2.5 million metric tons annually by 2035.
Sustainability-focused firm S2G Investments has been on a roll recently, announcing a $1 billion fund last month that aims to fill climate tech’s “missing middle” and backing Goshe Energy Storage with up to $40 million in strategic financing last week. Its latest move is leading a $46 million strategic investment round for InCharge Energy, an EV charging and distributed energy management company.
InCharge got its start installing and managing electric vehicle charging stations, and is now operating more than 30,000 assets across North America. Through its software platform and network of technicians, the company handles all monitoring, diagnostics, and on-the-ground repairs, taking on a charger’s full lifecycle to minimize downtime. With this new capital, InCharge plans to expand beyond EV charging and leverage its software and field service network in adjacent industries, including electrical infrastructure work such as panel upgrades and wiring repairs, as well as distributed energy resources like rooftop solar and battery storage systems.
“EV charging was the entry point, but our customers increasingly need help operating more complex energy infrastructure,” Rich Mohr, InCharge’s CEO said in a press release. “This investment from S2G accelerates our evolution into a full energy solutions provider and allows us to advance smarter technology and strengthen our service capabilities nationwide.”
It’s a hot week — nay a hot year, for critical minerals and subsurface exploration startups, especially for those pairing geology with artificial intelligence. AI-powered mineral exploration company KoBold Metals has raised about $1.2 billion to date, while geothermal exploration startup Zanskar has brought in about $220 million.
Now, another entrant is attracting investor attention. Terra AI has raised a $20 million Series A led by Khosla Ventures to help do it all — use AI to identify prospective sites for critical minerals mining, next-generation geothermal development, and permanent carbon sequestration.
Terra’s platform integrates vast geological and geophysical datasets to generate 3D subsurface models, as well as risk assessments that allow teams to evaluate a range of potential geologic scenarios. From there, the team can identify the best sites for exploratory drilling and thus reduce risk and uncertainty much sooner in the project’s lifecycle. The company even uses what it calls “geology reasoning agents” to help operators create their exploration plans, all with the goal of drastically reducing the notoriously long timeline between discovery and production, which can stretch to nearly two decades for many subsurface projects.
“Minerals sit at the center of every major technology and infrastructure transition, but today’s exploration results are not keeping pace with demand,” Terra’s CEO John Mern posted on LinkedIn. “Our mission is to advance the frontier of AI into the geosciences and help supply the metals and resources the next generation needs.”
One of the biggest fusion funding rounds of the year landed last week, and somehow much of the media — including me — missed it. German fusion startup Focused Energy raised a whopping $240 million Series A led by RWE, one of Germany’s largest energy companies. Yet unlike most deals of this magnitude, it arrived with little fanfare: No press release in my inbox nor a flood of headlines. So in the interest of making up for lost time, here are the details.
With this latest round, which also includes participation from the German Federal Agency for Breakthrough Innovation, the European Innovation Council Fund and Prime Movers Lab, Focused Energy has become Europe’s most valuable fusion company. Like several other leading players, including Inertia Enterprises and Pacific Fusion, Focused Energy relies on an approach known as inertial confinement fusion. This involves using powerful lasers to compress a tiny fuel target, creating the extreme pressures and temperatures required for a fusion reaction. To date, inertial confinement remains the only approach to have demonstrated net energy gain, with Lawrence Livermore National Lab achieving this milestone in 2022.
The startup plans to use this latest funding to build out a demonstration plant in the German state of Hesse, at a site where RWE formerly operated a nuclear fission plant. The company ultimately aims to build a commercial reactor by the mid-2030s.
Catching up with the American Council on Renewable Energy’s Ray Long.
Today’s chat is with Ray Long, CEO of the American Council on Renewable Energy. We first discussed the odds of permitting reform a year and a half ago, for one of the first Q&As in The Fight. Flash forward and we’re still in the same situation, but now also wrestling with added demand for electricity to power data centers. I wanted to talk again about whether he thought the rise of artificial intelligence would increase the odds of some federal deal happening any time soon. The result: a wide-reaching conversation about the future of the electric grid, the struggles to win community buy-in and the sclerotic nature of the U.S. Congress.
The following conversation was lightly edited for clarity.
Do you think the buildout of our energy grid is entwined with the rise of the nation’s data center buildout?
When you look at what we need over the next four years — 166 gigawatts, 15 times the peak load of New York City — that’s a lot of power to build. Roughly half of that is for data center and AI growth.
There are five things we can build in the next four years at scale to address that collective amount. First, it’s transmission — the transmission buildout will help to get a modern grid to enable power flow to where it’s needed in a much more effective way. That’s the first step because if we just build all that power, the current grid can’t handle it.
Second, there are four supply technologies that can be built: solar, batteries, wind, and natural gas. All four of those technologies, we know there’s enough equipment here in the U.S. available for purchase that we can build at volume. And I’ll say this — natural gas is only about 10% of all those gigawatts because of the availability of turbines from suppliers. You can’t get enough over the next four years. So when I talk about decarbonization, most of what is built to address this issue is zero-carbon resources, renewable energy resources.
If you were to compare the current conversation around data center development to the debate over developing renewable energy in the U.S. — or energy in general — do you see any similarities or differences?
There are always issues with permitting projects. Communities are always going to have concerns about what’s built in their backyards.
What’s new — and your polling shows this — is the level of concern communities have. But here’s the thing: Most of this can be overcome by developers going in, listening to what the needs of the communities are, then responding and through the permitting process addressing those concerns. You can’t do that 100% of the time. But my experience is, when you take that sort of approach, you can overcome a lot of it.
Most of the large data centers are actually doing the things I’m discussing — going in and saying, Look, we want to be grid interconnected because grid connection at the end of the day means the resources we’re bringing to bear are also going to make a stronger grid. Number two, it's investing in power generation sources like the ones I said — and those power sources will be on the grid, so they’ll solve for the increased power demands of a community.
Third, water. They should bring the water solutions. You’re seeing data centers coming in and saying it head on now, that they have closed-loop systems or whatever the solution is. At the end of the day, the communities they’re proposing these in have a real negotiating opportunity to make sure they’re holding the data center developers accountable to the needs of the community.
For a community to say we don’t want it here misses a real opportunity for those communities to get the power they need, the grid they need, and the ability to bring down energy costs.
How is the data center debate affecting permitting reform conversations in Washington, from your perspective?
Permitting reform in the U.S. at the state and federal level has been broken for years. The SunZia transmission project? It took 17 years to permit. Ribbon-cutting is in a week or two and there’s still litigation around it. From a business perspective, it’s just untenable, and it’s a miracle that the project is getting built. Developers need a chance to come in and have their project evaluated. Both the community and the developer should be able to get to a go or no-go in a couple of years on one of these projects.
How is data center growth affecting the permitting reform discussion? It’s a very hot issue right now. Right now I think in part because the data center issue is so huge — because we’ve only got four years to solve for the first really big tranche of power we need and prices across the board for electricity are escalating — this is coming to a head. The data center load is a part of the catalyst to get people talking about it [permitting reform].
Do you expect legislating in Congress on permitting reform this year? Anything beyond more conversation?
My hope is that we get a bill. A few weeks ago someone from the administration was quoted as saying they wanted a framework for a bill by the end of May, and it’s June now. We haven’t seen both sides or the administration coalesce around a final project yet.
We’re in a midterm election cycle. Typically it’s very difficult during these cycles to move bills like this. At the same time, with electricity prices increasing and the need to build more, to fix this, I’m very hopeful something will come together. And look at the Senate — you’ve got Republicans and the Democratic ranking members talking about this. It’s all good signs.
If everyone’s talking about energy and affordability during this election, isn’t that a good thing for action in the next Congress?
I’ll say this: You’re seeing the catalyst for it right now with prices rising, and almost every grid operator around the country has raised concerns about shortages at some point this year or next year. It’ll hopefully be enough to have policymakers do something about it this year.