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Of all the imaginative ways to die in New York City — getting pushed in front of a subway car, flattened by a falling a/c unit, clocked by an exploding manhole cover, etc. — perhaps the unlikeliest is Death By Toxic Black Mold.
That hasn’t stopped me from thinking about it ... all the time. Every New Yorker seems to know someone who’s discovered the inky starbursts in their building and had months of migraines, runny noses, and sore throats snap into horrible clarity. Toxic black mold. With a name like that, how could you not be terrified?
Fungi have been a little more top-of-mind lately, though, because they’re everywhere.
I mean that beyond the literal sense that “fungi are everywhere,” which they also are: We’ve found them in Antarctica, gnawing through Shackleton and Scott’s century-old huts; at the bottom of the ocean, in multi-million-year-old mud; on antiseptically clean hospital walls; and at the site of the Chernobyl nuclear disaster. Naturally, they survive “surprisingly well” in space.
Over the past decade or so, fungi have begun to infest our stories as well. This is particularly true of horror and sci-fi, including HBO’s recent The Last of Us adaptation, which expands on the 2013 game’s fungal zombie backstory. In 2017, Star Trek: Discovery introduced the idea that the whole universe is connected by mycelia, a concept explained to viewers by the fictional astromycologist Paul Stamets — not to be confused with Eldon Stammets, the mushroom-obsessed serial killer from season one of Hannibal (2013), nor the real mycologist Paul Stamets, after whom both characters were named (Bryan Fuller, a Stamets superfan, worked on both shows). Other memorable fungal sightings in fiction include Mike Carey’s The Girl With All the Gifts (2014); multiple Jeff VanderMeers but perhaps most obviously Annihilation (2014, with a film adaptation in 2018); Silvia Moreno-Garcia’s Mexican Gothic (2020); and N. K. Jemisin’s The City We Became (2020) — though there are many more. Taking a full inventory, it can almost seem as if, over the course of about a decade, writers collectively realized fungi are the perfect monsters: efficient, unknowable, hungry.
On the one hand, of course. We’re repelled by mold and mushrooms for the same reason we’re disgusted by rats or insects: They are symbols of death, disease, and decay, a reminder that in the end, we’re nothing more than fleshy neighborhoods for “postmortem fungal communities.”
But if there is something primordial about our fungus revulsion, there is something obtuse about it, too. Our lives have been entangled with fungi’s for as long as we’ve been human. The oldest dental records ever studied, belonging to cannibalized 50,000-year-old Neanderthals, indicate ancient hominids ate “primitive penicillin,” possibly for the same medical purposes that we use the mold-derived antibiotic today. Otzi the Iceman was wearing Birch polypores on a leather thong around his neck when he died. Some (admittedly fringe) scientists even believe mushrooms were the spark that set our Homo erectus ancestors on their journey to the higher consciousness of Homo sapiens.
What, then, soured in our multi-millennia-long human-fungus relationship to make us — as mycologist David Arora puts it — the “fungophobic society” we are today? The medical community’s acceptance of germ theory, and our modern obsession with cleanliness, are components, surely.
There is another possibility, too: The closer we’ve looked at fungi, the stranger they reveal themselves to be, and the richer and more possible our wildest fictions become.
Mushrooms might seem to sprout abruptly and at random. But in truth, they’re just the visible fruiting body of a much larger subterranean organism. Great speculative fiction works much the same way: While a story can appear to have sprouted from nothing, it’s been fed, just below the surface, by a tangle of science, headlines, and current events.
In the aftermath of the Hiroshima bombing in 1945, for example, fiction warped the horrors of nuclear science for films like Godzilla (1954), Them! (1954), and Tarantula (1955). And after the moon landing in 1969, Star Wars (1977), Close Encounters of the Third Kind (1977), and Alien (1979) all wondered who else might be up there?
When it comes to mycology, though, science is still getting started. Fungi didn’t even become their own taxonomic kingdom until 1969; before then, scientists just thought they were really weird plants.
Westerners have long approached fungi with suspicion. “The fields were spotted with monstrous fungi of a size and colour never matched before … Death sprang also from the water-soaked earth,” Arthur Conan Doyle wrote in Sir Nigel (1905-06), using fungi as an ominous mood-setter. Edgar Allen Poe wasn’t a fan either: “Minute fungi overspread the whole exterior” of the House of Usher, he wrote in 1839, “hanging in a fine tangled web-work from the eaves.” Folk explanations posited that mushrooms shot from the ground where lightning struck, and “a vast body of Victorian fairy lore connected mushrooms and toadstools with elves, pixies, hollow hills, and the unwitting transport of subjects to fairyland,” explains Mike Jay in The Public Domain Review.
Brits were especially revolted by the “pariahs of the plant world,” to the great disappointment of R.T. Rolfe, who penned a rousing 1925 defense titled Romance of the Fungal World. In Shakespeare’s day, it was questionable if mushrooms were even safely edible; “a hogg wont touch um,” warned Edmund Gayton in his 1695 Art of Longevity. Americans inherited this wariness — “the general opinion [in the U.S. is] all forms of fungus growth are either poisonous or unwholesome,” observed one cookbook writer in 1899 — though many were beginning to come around by the late 19th century, taking cues from the more adventurous eaters of France. Not every culture has been quite so squeamish: mushrooms have long been cultivated in Asia; are a staple of Eastern European, African, and Slavic cuisines; and Indigenous groups throughout the Americas have likewise long enjoyed all that fungi have to offer.
The reevaluation of fungi in refined English society came about almost entirely by accident, via the fortuitous contamination of Alexander Fleming’s staphylococci cultures by the genus Penicillium in 1928. Still, it wouldn’t be until the second half of the 20th century when fungus science really started to get weird — even weirder, you might say, than fiction.
Because the fungi, it appeared, were talking to each other.
When ecologist Suzanne Simard captured the public imagination by describing in a 1997 issue of Nature how trees use webs of underground fungi to communicate with each other, networks — conceptually — were already having a moment. The internet, and the “network of cables and routers” that comprised it, had been around since the 1970s, mycologist Merlin Sheldrake explains in Entangled Life, but when the World Wide Web became available to users in 1991, network science started informing everything from epidemiology to neuroscience. Nature tapped into this buzz by coining the “Wood Wide Web” on its cover to describe Simard’s research, and in doing so, mesmerizingly blurred science-fiction, tech, and biology.
The oft-quoted theory of the Wood Wide Web suggests that fungal threads called mycelium colonize root systems of forest trees, and in doing so, facilitate the exchange of defense signals and other “wisdom” by moving nutrients between plants. “Mother” trees, for example, can supposedly nurture samplings in their communities by shipping excess carbon via fungi. Reviewer Philip Ball went as far as to marvel in Prospect, after reading an account of these and other systems in Sheldrake’s Entangled Life, that “fungi force us to reconsider what intelligence even means.” (Sheldrake’s enthusiasm for the Wood Wide Web is more restrained; he uses it disparagingly to illustrate “plant-centrism in action”).
Ball wasn’t the only one awed, though. References to the “alien language” of fungi began popping up everywhere in popular science writing, as McMaster University’s Derek Woods has observed. Paul Stamets’ Mycelium Running helped bring Simard’s research to a more general audience in 2005, while Peter Wohlleben’s The Hidden Life of Trees (2015), and Simard’s own Finding the Mother Tree (2021) followed — not to mention “dozens of imitative articles,” TED talks, documentaries, and offshoot studies. As recently as last year, The Guardian was trumpeting that “Mushrooms communicate with each other using up to 50 ‘words’.”
Some scientists have since raised doubts about the Wood Wide Web, characterizing the research as potentially “overblown” and “unproven" — but it’s a good story, isn’t it? Not to mention a rich jumping-off point for writers who were paying attention to the headlines. One can trace a line directly from Simard’s research, through Stamets’ amplification, straight to Bryan Fuller’s mycelium plane in Star Trek: Discovery.
Yet the phenomenon, as described, sounds far more Edenic than the terrifying, often sentient, man-eating, mind-controlling, city-conquering fungi that have overwhelmingly appeared in modern sci-fi and horror. Is today’s fungal antagonist just a product of those centuries of folk superstitions? Or is something else in the zeitgeist making our skin crawl?
Let’s return, for a moment, to the ways I’ve imagined dying in New York City.
Though the chances of being taken out by a subway or an unsecured a/c unit are slim, they have, tragically, actually happened. But when you start to look into Deaths by Toxic Black Mold, the picture gets a lot murkier.
Few people, verging on none, have definitively died of black mold exposure. You wouldn’t know that, though, from the headlines of the early aughts, which are peppered with celebrity lawsuits over mold, culminating in TMZ tying the mysterious 2009 and 2010 deaths of Clueless actress Brittany Murphy and her husband to mold inhalation (ultimately disproven by their autopsies).
But mold hysteria didn’t originate in Beverly Hills. It comes from Ohio. In the mid ’90s, 12 babies in Cleveland died of lung hemorrhaging and the main suspect was an outbreak of black mold allegedly brought on by unusually heavy rains. CDC investigators found all of the afflicted infants lived in homes with bad water damage, and, in many cases, those homes also had Stachybotrys, a moisture-loving black mold. Soon, stories linking the fungus to the deaths were making national news.
Reevaluations of the outbreak later cast doubt on the correlation. In 1999, the CDC walked back its initial assessment, citing “serious shortcomings in the collection, analysis, and reporting of data.” More skepticism followed: If Stachybotrys is common wherever there is water-damaged wood, why were only babies in the Cleveland area being affected? And how do you explain that some of the babies lived in homes where no Stachybotrys was ever found?
Still, the story stuck, and the link between black mold and a whole host of health problems, including many that remain completely unproven, took root in the public consciousness. Soon, everyone was suing over black mold. “A single insurance company handled 12 cases in 1999,” mycologist Nicholas Money writes in Carpet Monsters and Killer Spores; by 2001, “the company fielded more than 10,000 claims.” The Washington Post likewise observed in 2013 that “experts say mold is not more prevalent these days; instead, we are more aware of it.”
Hypochondriacs eyeing mildew spots on their bathroom ceilings weren’t the only ones reading about deadly mold, of course. Writers were, too. And now fungi had two strikes against them: They possessed a weird alien intelligence and they were dangerous.
Then came the possibility they could control our minds.
The parasitic fungal genus Ophiocordyceps is at least 48 million years old. It has likely survived as long as it has because of its stranger-than-fiction method of propagating: Ophiocordyceps spores infect an ant and “hijack” its brain, forcing it to abandon its colony, climb a high leaf, and affix itself there with a bite. The ant then dies, still clinging to the leaf with its jaws, and the fungus sprouts out of its body, raining spores down onto other unlucky ants.
Humans turning into, or being consumed alive by, fungi had long fascinated writers (see: “The Voice in the Night” by William Hope Hodgson from 1907, or Stephen King’s 1973 “Gray Matter”). But with our increased cultural awareness of Ophiocordyceps in the 21st century, fungal mind control went from being a revolting body horror trope to a plausible sci-fi starting point. Neil Druckmann, the creative director of The Last of Us, has said he learned about the fungus from a 2008 episode of BBC’s Planet Earth, and he went on to use it as the basis for the zombies in his 2013 video game.
Though Druckmann was an early adopter of Ophiocordyceps, the fungus didn’t exactly remain obscure. “Zombie fungi are not known to use humans as hosts. At least yet,” The Columbus Dispatch wrote in 2014 (and filed, cryptically, in its “how to” section). The X-Men comics introduced “Cordyceps Jones,” a “talking parasitic fungal spore, intergalactic casino proprietor, and notorious crime boss,” as a new villain in 2021. The New York Times even saw fit to inform its readers, “After This Fungus Turns Ants Into Zombies, Their Bodies Explode.” Try scrolling past that.
Through this process of scientific discoveries, eye-catching headlines, and a little exaggeration, it took only a handful of decades for fungi to make the leap from “pariahs of the plant world” to the perfect horror villain. The climate crisis will likely be a further creative accelerant. Thanks to intensified hurricanes and flooding, mold will be an ongoing issue in homes nationwide. Plus, fungi are nothing if not survivors, and some are already pushing past the climatological boundaries — and antifungals — that used to contain them.
Even The Last of Us added an explanation in the HBO adaption that the warming planet is what allowed Ophiocordyceps to evolve and make the leap from cooler-bodied insects to comparatively hot humans. The good news is, mycologists say this is all but impossible in real life due to the vast biological differences between humans and ants; the bad news is, a deadly fungal pandemic is absolutely possible and, shocker, experts say we’re not at all prepared for it.
At least, not institutionally. Fiction has already hashed out how Fauna vs. Funga could go in a hundred different ways. Sometimes, the fungus comes to us from outer space. Sometimes, it possesses alien sentience; other times, it just represents the indifferent efficiency of nature. Sometimes, it takes over our minds and turns us against each other. Sometimes, it brings us together to fight back.
Fiction is also beginning to wonder if those villainous fungi might just be our friends. Think of those universe-binding spores that connect us in Star Trek, or the fungal-facilitated hivemind in a popular Hugo Award-winning series, which likewise eludes a straightforward antagonist narrative. It only makes sense: If spores are intelligent colonizers, well, so are we. Maybe the next step will be to put our heads — or at least, our hyphae and neurons — together.
Because while science reveals fungi to be weirder by the day, it also further reinforces that we can’t live without them. They nourish us, heal us, relieve us, protect us, and one day, maybe, will save us.
And oh, how they entertain us.
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On electrolyzers’ decline, Anthropic’s pledge, and Syria’s oil and gas
Current conditions: Warmer air from down south is pushing the cold front in Northeast back up to Canada • Tropical Cyclone Gezani has killed at least 31 in Madagascar • The U.S. Virgin Islands are poised for two days of intense thunderstorms that threaten its grid after a major outage just days ago.
Back in November, Democrats swept to victory in Georgia’s Public Service Commission races, ousting two Republican regulators in what one expert called a sign of a “seismic shift” in the body. Now Alabama is considering legislation that would end all future elections for that state’s utility regulator. A GOP-backed bill introduced in the Alabama House Transportation, Utilities, and Infrastructure Committee would end popular voting for the commissioners and instead authorize the governor, the Alabama House speaker, and the Alabama Senate president pro tempore to appoint members of the panel. The bill, according to AL.com, states that the current regulatory approach “was established over 100 years ago and is not the best model for ensuring that Alabamians are best-served and well-positioned for future challenges,” noting that “there are dozens of regulatory bodies and agencies in Alabama and none of them are elected.”
The Tennessee Valley Authority, meanwhile, announced plans to keep two coal-fired plants operating beyond their planned retirement dates. In a move that seems laser-targeted at the White House, the federally-owned utility’s board of directors — or at least those that are left after President Donald Trump fired most of them last year — voted Wednesday — voted Wednesday to keep the Kingston and Cumberland coal stations open for longer. “TVA is building America’s energy future while keeping the lights on today,” TVA CEO Don Moul said in a statement. “Taking steps to continue operations at Cumberland and Kingston and completing new generation under construction are essential to meet surging demand and power our region’s growing economy.”
Secretary of the Interior Doug Burgum said the Trump administration plans to appeal a series of court rulings that blocked federal efforts to halt construction on offshore wind farms. “Absolutely we are,” the agency chief said Wednesday on Bloomberg TV. “There will be further discussion on this.” The statement comes a week after Burgum suggested on Fox Business News that the Supreme Court would break offshore wind developers’ perfect winning streak and overturn federal judges’ decisions invalidating the Trump administration’s orders to stop work on turbines off the East Coast on hotly-contested national security, environmental, and public health grounds. It’s worth reviewing my colleague Jael Holzman’s explanation of how the administration lost its highest profile case against the Danish wind giant Orsted.
Thyssenkrupp Nucera’s sales of electrolyzers for green hydrogen projects halved in the first quarter of 2026 compared to the same period last year. It’s part of what Hydrogen Insight referred to as a “continued slowdown.” Several major projects to generate the zero-carbon fuel with renewable electricity went under last year in Europe, Australia, and the United States. The Trump administration emphasized the U.S. turn away from green hydrogen by canceling the two regional hubs on the West Coast that were supposed to establish nascent supply chains for producing and using green hydrogen — more on that from Heatmap’s Emily Pontecorvo. Another potential drag on the German manufacturer’s sales: China’s rise as the world’s preeminent manufacturer of electrolyzers.
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The artificial intelligence giant Anthropic said Wednesday it would work with utilities to figure out how much its data centers were driving up electricity prices and pay a rate high enough to avoid passing the costs onto ratepayers. The announcement came as part of a multi-pronged energy strategy to ease public concerns over its data centers at a moment when the server farms’ effect on power prices and local water supplies is driving a political backlash. As part of the plan, Anthropic would cover 100% of the costs of upgrading the grid to bring data centers online, and said it would “work to bring net-new power generation online to match our data centers’ electricity needs.” Where that isn’t possible, the company said it would “work with utilities and external experts to estimate and cover demand-driven price effects from our data centers.” The maker of ChatGPT rival Claude also said it would establish demand response programs to power down its data centers when demand on the grid is high, and deploy other “grid optimization” tools.
“Of course, company-level action isn’t enough. Keeping electricity affordable also requires systemic change,” the company said in a blog post. “We support federal policies — including permitting reform and efforts to speed up transmission development and grid interconnection — that make it faster and cheaper to bring new energy online for everyone.”

Syria’s oil reserves are opening to business, and Western oil giants are in line for exploration contracts. In an interview with the Financial Times, the head of the state-owned Syrian Petroleum Company listed France’s TotalEnergies, Italy’s Eni, and the American Chevron and ConocoPhillips as oil majors poised to receive exploration licenses. “Maybe more than a quarter, or less than a third, has been explored,” said Youssef Qablawi, chief executive of the Syrian Petroleum Company. “There is a lot of land in the country that has not been touched yet. There are trillions of cubic meters of gas.” Chevron and Qatar’s Power International Holding inked a deal just last week to explore an offshore block in the Mediterranean. Work is expected to begin “within two months.”
At the same time, Indonesia is showing the world just how important it’s become for a key metal. Nickel prices surged to $17,900 per ton this week after Indonesia ordered steep cuts to protection at the world’s biggest mine, highlighting the fast-growing Southeast Asian nation’s grip over the global supply of a metal needed for making batteries, chemicals, and stainless steel. The spike followed Jakarta’s order to cut production in the world’s biggest nickel mine, Weda Bay, to 12 million metric tons this year from 42 million metric tons in 2025. The government slashed the nationwide quota by 100 million metric tons to between 260 million and 270 million metric tons this year from 376 million metric tons in 2025. The effect on the global price average showed how dominant Indonesia has become in the nickel trade over the past decade. According to another Financial Times story, the country now accounts for two-thirds of global output.
The small-scale solar industry is singing a Peter Tosh tune: Legalize it. Twenty-four states — funny enough, the same number that now allow the legal purchase of marijuana — are currently considering legislation that would allow people to hook up small solar systems on balconies, porches, and backyards. Stringent permitting rules already drive up the cost of rooftop solar in the U.S. But systems small enough for an apartment to generate some power from a balcony have largely been barred in key markets. Utah became the first state to vote unanimously last year to pass a law allowing residents to plug small solar systems straight into wall sockets, providing enough electricity to power a laptop or small refrigerator, according to The New York Times.
The maker of the Prius is finally embracing batteries — just as the rest of the industry retreats.
Selling an electric version of a widely known car model is no guarantee of success. Just look at the Ford F-150 Lightning, a great electric truck that, thanks to its high sticker price, soon will be no more. But the Toyota Highlander EV, announced Tuesday as a new vehicle for the 2027 model year, certainly has a chance to succeed given America’s love for cavernous SUVs.
Highlander is Toyota’s flagship titan, a three-row SUV with loads of room for seven people. It doesn’t sell in quite the staggering numbers of the two-row RAV4, which became the third-best-selling vehicle of any kind in America last year. Still, the Highlander is so popular as a big family ride that Toyota recently introduced an even bigger version, the Grand Highlander. Now, at last, comes the battery-powered version. (It’s just called Highlander and not “Highlander EV,” by the way. The Highlander nameplate will be electric-only, while gas and hybrid SUVs will fly the Grand Highlander flag.)
The American-made electric Highlander comes with a max range of 287 miles in its less expensive form and 320 in its more expensive form. The SUV comes with the NACS port to charge at Tesla Superchargers and vehicle-to-load capability that lets the driver use their battery power for applications like backing up the home’s power supply. Six seats come standard, but the upgraded Highlander comes with the option to go to seven. The interior is appropriately high-tech.
Toyota will begin to build this EV later this year at a factory in Kentucky and start sales late in the year. We don’t know the price yet, but industry experts expect Highlander to start around $55,000 — in the same ballpark as big three-row SUVs like the Kia EV9 and Hyundai Ioniq 9 — and go up from there.
The most important point of the electric Highlander’s arrival, however, is that it signals a sea change for the world’s largest automaker. Toyota was decidedly not all in on the first wave (or two) of modern electric cars. The Japanese giant was content to make money hand over first while the rest of the industry struggled, losing billions trying to catch up to Tesla and deal with an unpredictable market for electrics.
A change was long overdue. This year, Toyota was slated to introduce better EVs to replace the lackluster bZ4x, which had been its sole battery-only model. That included an electrified version of the C-HR small crossover. Now comes the electrified Highlander, marking a much bigger step into the EV market at a time when other automakers are reining in their battery-powered ambitions. (Fellow Japanese brand Subaru, which sold a version of bZ4x rebadged as the Solterra, seems likely to do the same with the electric Highlander and sell a Subaru-labeled version of essentially the same vehicle.)
The Highlander EV matters to a lot of people simply because it’s a Toyota, and they buy Toyotas. This pattern was clear with the success of the Honda Prelude. Under the skin that car was built on General Motors’ electric vehicle platform, but plenty of people bought it because they were simply waiting for their brand, Honda, to put out an EV. Toyota sells more cars than anyone in the world. Its act of putting out a big family EV might signal to some of its customers that, yeah, it’s time to go electric.
Highlander’s hefty size matters, too. The five-seater, two-row crossover took over as America’s default family car in the past few decades. There are good EVs in this space, most notably the Tesla Model Y that has led the world in sales for a long time. By contrast, the lineup of true three-row SUVs that can seat six, seven, or even eight adults has been comparatively lacking. Tesla will cram two seats in the back of the Model Y to make room for seven people, but this is not a true third row. The excellent Rivian R1S is big, but expensive. Otherwise, the Ioniq 9 and EV9 are left to populate the category.
And if nothing else, the electrified Highlander is a symbolic victory. After releasing an era-defining auto with the Prius hybrid, Toyota arguably had been the biggest heel-dragger about EVs among the major automakers. It waited while others acted; its leadership issued skeptical statements about battery power. Highlander’s arrival is a statement that those days are done. Weirdly, the game plan feels like an announcement from the go-go electrification days of the Biden administration — a huge automaker going out of its way to build an important EV in America.
If it succeeds, this could be the start of something big. Why not fully electrify the RAV4, whose gas-powered version sells in the hundreds of thousands in America every year?
Third Way’s latest memo argues that climate politics must accept a harsh reality: natural gas isn’t going away anytime soon.
It wasn’t that long ago that Democratic politicians would brag about growing oil and natural gas production. In 2014, President Obama boasted to Northwestern University students that “our 100-year supply of natural gas is a big factor in drawing jobs back to our shores;” two years earlier, Montana Governor Brian Schweitzer devoted a portion of his speech at the Democratic National Convention to explaining that “manufacturing jobs are coming back — not just because we’re producing a record amount of natural gas that’s lowering electricity prices, but because we have the best-trained, hardest-working labor force in the history of the world.”
Third Way, the long tenured center-left group, would like to go back to those days.
Affordability, energy prices, and fossil fuel production are all linked and can be balanced with greenhouse gas-abatement, its policy analysts and public opinion experts have argued in a series of memos since the 2024 presidential election. Its latest report, shared exclusively with Heatmap, goes further, encouraging Democrats to get behind exports of liquified natural gas.
For many progressive Democrats and climate activists, LNG is the ultimate bogeyman. It sits at the Venn diagram overlap of high greenhouse gas emissions, the risk of wasteful investment and “stranded” assets, and inflationary effects from siphoning off American gas that could be used by domestic households and businesses.
These activists won a decisive victory in the Biden years when the president put a pause on approvals for new LNG export terminal approvals — a move that was quickly reversed by the Trump White House, which now regularly talks about increases in U.S. LNG export capacity.
“I think people are starting to finally come to terms with the reality that oil and gas — and especially natural gas— really aren’t going anywhere,” John Hebert, a senior policy advisor at Third Way, told me. To pick just one data point: The International Energy Agency’s latest World Energy Outlook included a “current policies scenario,” which is more conservative about policy and technological change, for the first time since 2019. That saw the LNG market almost doubling by 2050.
“The world is going to keep needing natural gas at least until 2050, and likely well beyond that,” Hebert said. “The focus, in our view, should be much more on how we reduce emissions from the oil and gas value chain and less on actually trying to phase out these fuels entirely.”
The memo calls for a variety of technocratic fixes to America’s LNG policy, largely to meet demand for “cleaner” LNG — i.e. LNG produced with less methane leakage — from American allies in Europe and East Asia. That “will require significant efforts beyond just voluntary industry engagement,” according to the Third Way memo.
These efforts include federal programs to track methane emissions, which the Trump administration has sought to defund (or simply not fund); setting emissions standards with Europe, Japan, and South Korea; and more funding for methane tracking and mitigation programs.
But the memo goes beyond just a few policy suggestions. Third Way sees it as part of an effort to reorient how the Democratic Party approaches fossil fuel policy while still supporting new clean energy projects and technology. (Third Way is also an active supporter of nuclear power and renewables.)
“We don’t want to see Democrats continuing to slow down oil and gas infrastructure and reinforce this narrative that Democrats are just a party of red tape when these projects inevitably go forward anyway, just several years delayed,” Hebert told me. “That’s what we saw during the Biden administration. We saw that pause of approvals of new LNG export terminals and we didn’t really get anything for it.”
Whether the Democratic Party has any interest in going along remains to be seen.
When center-left commentator Matthew Yglesias wrote a New York Times op-ed calling for Democrats to work productively with the domestic oil and gas industry, influential Democratic officeholders such as Illinois Representative Sean Casten harshly rebuked him.
Concern over high electricity prices has made some Democrats a little less focused on pursuing the largest possible reductions in emissions and more focused on price stability, however. New York Governor Kathy Hochul, for instance, embraced an oft-rejected natural gas pipeline in her state (possibly as part of a deal with the Trump administration to keep the Empire Wind 1 project up and running), for which she was rewarded with the Times headline, “New York Was a Leader on Climate Issues. Under Hochul, Things Changed.”
Pennsylvania Governor Josh Shapiro (also a Democrat) was willing to cut a deal with Republicans in the Pennsylvania state legislature to get out of the Northeast’s carbon emissions cap and trade program, which opponents on the right argued could threaten energy production and raise prices in a state rich with fossil fuels. He also made a point of working with the White House to pressure the region’s electricity market, PJM Interconnection, to come up with a new auction mechanism to bring new data centers and generation online without raising prices for consumers.
Ruben Gallego, a Democratic Senator from Arizona (who’s also doing totally normal Senate things like having town halls in the Philadelphia suburbs), put out an energy policy proposal that called for “ensur[ing] affordable gasoline by encouraging consistent supply chains and providing funding for pipeline fortification.”
Several influential Congressional Democrats have also expressed openness to permitting reform bills that would protect oil and gas — as well as wind and solar — projects from presidential cancellation or extended litigation.
As Democrats gear up for the midterms and then the presidential election, Third Way is encouraging them to be realistic about what voters care about when it comes to energy, jobs, and climate change.
“If you look at how the Biden administration approached it, they leaned so heavily into the climate message,” Hebert said. “And a lot of voters, even if they care about climate, it’s just not top of mind for them.”