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The show isn’t exactly accurate. It isn’t entirely not accurate, either.

Edie Dillman lives in the first certified passive house in New Mexico. She and her architect husband, Jonah Stanford, are founders of a company called B.Public Prefab that builds and supplies prefabricated panels for highly energy efficient homes.
So when The Curse began to air on Showtime this past fall, following an aspiring HGTV host couple Asher and Whitney Siegel, played by Canadian awkwardness spelunker and conceptual comic Nathan Fielder alongside America’s sweetheart Emma Stone, who are trying to get their show, “Flipanthropy” — during which they build and sell passive homes in Española, a town half an hour north of Santa Fe — picked up by the network, Dillman and her husband found out about it.
“I was aware the second it launched,” Dillman told me. “There’s some very obvious correlations of a husband and wife team doing passive homes in northern New Mexico, for sure. So people started texting saying, ‘are you watching this? This is horribly painful.’ They were right.”
The show plumbs new depths of discomfort for Fielder, who before this was best known for his conceptual reality shows Nathan For You and The Rehearsal. The Curse opens with a producer dabbing the eyes of an elderly woman dying of cancer with water and even blowing menthol on them to get her to cry when the Siegels offer her son a job at the upscale coffee shop they’ve brought into town. And it only gets more uncomfortable from there: Asher takes a $100 bill away from a young girl after giving it to her on camera and spills a Powerade on a former coworker in order to steal from his computer; the poor little girl’s father, meanwhile, goes through what might be the most uncomfortable chiropractor appointment of all time (some viewers thought he had died), courtesy of Whitney.
Dillman seemed good-natured about the whole thing, even acknowledging that “any press is good press” and that the show was probably the most media attention the passive house community has ever gotten.
She was also refreshingly forthright about her own position — literally. “I think it's fair to tell you, as a journalist writing about this, I'm sitting in my own home that is a certified passive house and has the plaque that is almost identical to the plaque they have in the show, so it's a little too close to home,” she said. “Be kind in your reporting.”
The Curse is not a broadside against the passive house movement, which began in Germany in the 1980s and is based on using advanced building techniques — namely lots of insulation and thick windows that eliminate “thermal bridging,” where big differences in temperature create air flows that lead to inefficient air loss — to minimize the amount of energy needed to heat and cool a home. The target of the show is more the narcissism of do-gooders, how publicly virtuous behavior can mask and enable private avarice (the couple at the center of the show have an ultimate plan to goose the value of property they own in the town; Stone’s character is also the daughter of notorious Santa Fe slum lords) and how reality TV warps everything it touches.
But the vehicle The Curse chooses for its narcissistic, selfish, and emotionally damaged protagonists is nevertheless an oddly specific one. Not only have Whitney and Asher explicitly ripped off the design of their passive homes from artist Doug Aitken, whose designs famously feature mirrored exteriors, there’s even a German character clearly based on Passive House founder Wolfgang Feist who is brought in to explain the principles of passive homes.
The show does correctly identify some of the precise anxieties of the passive house movement. Any number of FAQs and guides to passive houses address the exact issues that come up in The Curse, such as whether you can open windows and doors or how homes are cooled in hot weather.
One buyer on the show tosses out an induction stove because he wants to be able to stir-fry, while in perhaps the series’s cringiest scene, another prospective buyer couple pulls out of a deal in part because of how long it takes for their prospective home to cool when a door is opened. The male half of the couple is already sweating when he enters the house and almost immediately asks for a glass of water. While trying to air himself out, he asks if there’s enough wattage for some air conditioning units.
“The answer to that is you don’t need one,” Whitney says, explaining that because the home “functions like a thermos,” it will never go below 65 degrees Fahrenheit or above 78.
“But 78 is sweltering,” the man says, before Whitney and Asher explain that because they had opened the door, it will take five to seven hours for the temperature to adjust.
The scene, Dillman said, “was a really funny exaggeration, and what's painful is we often use the thermos analogy.”
But, she told me in a follow-up email, “I just want to say that opening doors and windows does not create hours of discomfort. My teenagers were horrified by that scene, as they have lived in a passive house for 12 years and have never experienced anything like that.”
Dillman noted that passive homes can have air conditioning and gas ranges, although for maximum carbon reduction and air quality, electrified cooking is best. The way the show depicts perfectionism, meanwhile, is “rightly satirized,” she said. Still, the idea of “a perfect home that you can't open windows and doors,” was “really damaging and inaccurate — funny, but inaccurate.”
Dillman said few of the projects her company works on actually clear the passive house certification bar. “People are interested in the benefits, but not necessarily the gold star,” she told me.
Those benefits and how they’re achieved are explained at great length in The Curse — to the point that the third main character, an unctuous reality TV producer Dougie played by Benny Safdie, just about loses it. “This shit sucks, alright,” he says. “And it’s boring — really boring. I’m watching a guy talk about air for four minutes.”
But The Curse also milks drama from some of the thornier facets of the passive house movement, especially where it intersects with politics. When the couple drops out of buying the sweltering home, Asher calls another prospective buyer, who rolls up in a pickup truck sporting a pro-cop Blue Lives Matter decal. He loves the home — other “eco” homes he’s looked at “don’t even consider” thermal bridging, and he “love[s] that they’re basically off the grid.”
Instead of accepting that sustainable building practices can be appealing to people besides liberal do-gooders, Whitney — whose own goals of getting “Flipanthropy” picked up by HGTV, increasing the value of the real estate she and her husband own, and, most importantly, getting people to like and respect her are only glancingly associated with sustainability per se — goes near-catatonic with Asher.
“I actually loved that,” Dillman said. While she acknowledged that the stereotypical buyer of a passive home is a “white, liberal, do-gooder sustainability nut,” she also recognized that the energy independence a passive house offers might just as obviously appeal across the political spectrum. “It’s where the right and left somewhat come together and really agree,” Dillman told me.
While some of the downsides of passive home construction depicted on The Curse were “super inaccurate,” Dillman said, “I think seeing the humor in it and the morality is important.”
“I mean,” she added, “it’s really terrifyingly good satire.”
Read more about climate-related home design:
The Deadly Mystery of Indoor Heat
How to Prepare Your House for a Hotter Future
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The gains set up Democrats to potentially flip the utility commission in 2028.
The blue wave has officially reached the Arizona down ballot. Though two Democratic wins in the Arizona Corporation Commissioner race might not drum up the same national coverage as, say, flipping a Senate seat in South Carolina, the election of Clara Pratte and Jonathon Hill to the five-seat commission could have major energy implications in a state that already saw renewables champions take over the state’s largest utility earlier this year. (With close margins in slow-to-count Arizona, the ACC race wasn’t officially called until Thursday evening, when both Republicans conceded.)
Arizona is one of 10 states that elects its utility commissioners, with the ACC regulating private water, gas, and electric companies in the state. That includes overseeing Arizona Public Service and Tucson Electric Power, where bills have increased 52% and 10%, respectively, over the past five years, per Heatmap’s data. (The publicly owned Salt River Project, which serves much of the Phoenix area, operates largely without ACC oversight.)
The ACC has been wholly in Republican hands since 2024; during that time, the body repealed Arizona’s Electric Efficiency Standards, which had incentivized utilities to pursue energy efficiency programs, as well as the state’s Renewable Energy Standard and Tariff, which supported the build-out of solar and wind power. “They were a rubber stamp for all our utilities and refused to even consider anything in support of protecting our climate,” Arizona State Representative Brian Garcia, who was reelected on Tuesday, said during a press call with Lead Locally this week. “At one instant, one of the commissioners told someone who got sick from the heat — who turned off their power and their AC — ‘Well, that’s on them.’ And I think our state and our communities have had enough of that.”
Though the ACC remains under Republican control despite the two Democratic additions, it puts full control within a one-seat striking distance for progressives when the other three seats are up in 2028 — a much easier fight to win, and potentially a huge one, given that the party hasn’t controlled the ACC since 1997.
Of particular concern in 2026, though, was the development of data centers. Ralph Heap, a Republican in the race who made the League of Conservation Voters’ 12-person “worst of the worst” list out of all 6,342 seats up for grabs nationwide on Tuesday, previously told the Arizona Capitol Times he supports the data center build-out in the name of American AI dominance. Incumbent Republican Kevin Thompson, meanwhile, has argued that the commission “has done its job of shielding ratepayers from costs associated with servicing data centers and other large load users.”
Voters evidently disagreed, backing Hill and Pratte, who say they support a data center moratorium. “The Corporation Commission might not be able to implement a pause, but I think they can certainly be a clearinghouse for information,” Hill told Yellow Sheet Report, an Arizona political tipsheet, acknowledging the relatively limited role the ACC actually has in regulating data centers beyond demanding transparency of utilities’ energy service agreements.
There are other concerns, too. Climate organizers zeroed in on the ACC race because of its influence over the solar buildout in the nation’s sunniest state, where nevertheless six of the state’s 15 counties have a restrictive ordinance against the resource, Heatmap Pro data shows. Commissioner-elect Pratte, a member of the Navajo Nation and the first Indigenous person elected to statewide office in Arizona, is also the co-founder of Navajo Power, a clean-energy company that helps tribal nations develop solar energy and storage projects.
Arizona Public Service and Tucson Electric Power also both have pending rate increase requests under review by the ACC; a 14% rate increase for residential customers and a 45% or more increase for data centers in the case of APS, and a 10% increase for residential customers in the case of TEP. (The APS’ rate case will likely be decided in December, before Pratte and Hill take their seats.)
Additionally, State Senator Lauren Kuby has introduced a bill to change the name of the ACC to the Arizona Public Utility Commission, a move intended to highlight to voters “its significance to their daily lives,” as she told the Arizona Capitol Times earlier this year. Sure enough, John Qua, the campaign director at Lead Locally, and Caroline Spears, the executive director of Climate Cabinet, previously told my colleague Matthew Zeitlin that part of the trouble with supporting progressive candidates in the ACC race was communicating to Arizona voters that, like the race for governor, it is a partisan election.
But given how things turned out Tuesday nationwide — a referendum on cost-of-living and, perhaps, data centers — it seems they needn’t have worried. Arizonans worked out exactly who to blame.
Electricity companies look like one of the biggest losers of the 2026 midterms.
This is Heatmap Daily, a weekday digest written by our executive editor. Subscribe here.
I’m still wrapping my head around the size and scale of the Democratic victory on Tuesday. I suspect Wall Street is, too. Yesterday, the S&P 500 gained about 1.6% as investors saw an upside in the Democratic blow-out. Today, they lost their nerve: The S&P fell almost 4.4%, and the tech-focused Nasdaq slid by more than 5%. That AI-loaded index is now down more than 10% from its all-time high in October, which means it’s technically entered a “correction.” (If it drops by 20%, it’ll be in a bear market.)
Amid the market carnage, utilities have held out alright. The Vanguard utilities index fell by less than one percent today, and two of the country’s biggest vertically integrated electricity monopolies — Duke and Southern Company — actually gained ground. Other power companies — including Xcel Energy, which serves the Midwest and Dominion Energy in the Southeast — did okay as well.
I find that surprising, because utilities strike me as one of the biggest losers of Tuesday’s election.
That’s partly because utilities showed up in surprisingly specific ways in candidate policy proposals this cycle. Last night, I wrote about how Senate Democratic candidates took a fairly moderate tack on climate and energy policy this year. What I didn’t mention is that Adam Hamilton, Kansas’ newly elected Democratic senator, called out utilities specifically in his proposal for major new transmission. One of his four big energy policy proposals is as follows:
Require competitive bidding processes for transmission projects instead of handing utility companies lucrative contracts at taxpayer expense. When a nearly half-billion-dollar transmission project is handed to a single utility with no competitive bidding, Kansas ratepayers can end up paying far more than they should. Competitive bidding has been shown to cut these costs by twenty to thirty percent. Politicians on both sides of the aisle should speak out against harmful policies that avoid competitive bidding, like the $493 million project that was handed to Evergy.
I mean, sounds great to me, but transmission policy does not normally rank among Democrats’ biggest applause lines. Hamilton’s other energy ideas are far more conventional, including ending Trump’s tariffs, his war on domestic energy projects, and restoring the clean energy tax credits.
Hamilton wasn’t alone in targeting utilities. David Pomerantz, who leads the watchdogging Energy and Policy Institute, has a great blog post today looking at utility politics in the 2026 election. He argues that we’re about to see utilities endure a much tougher oversight regime than they’ve faced in decades.
Why? There was much more attention on public utility regulators in this election than there have been in previous ones, he argues. Historically, public utility commission appointments have been sleepy affairs. But “incoming new governors Amy Acton (Ohio), Jocelyn Benson (Michigan), David Crowley (Wisconsin), Aaron Ford (Nevada), and Hannah Pingree (Maine) all campaigned overtly on a promise to appoint commissioners who would put ratepayers first,” he writes. In a few of those gubernatorial races, the losing Republican candidate had also promised to fire or replace the existing utility commissioners.
It goes beyond just oversight. The incoming governors in Pennsylvania, Iowa, and Maine have all vowed to reform or lower utility profits. Democrats won a majority on Georgia’s public utility commission — and flipped two seats in Arizona’s five-person board — promising to look closely at the utility profit structure, too.
In one state, voters even directly intervened to limit utility action. Michigan’s Proposition 2, which bars regulated utilities from making campaign contributions, passed overwhelmingly with more than 80% of the vote (although it now faces a legal challenge). And more than 100 politicians, including the winning Benson, pledged not to take utility campaign contributions.
Anyway, it’s an interesting post. You might remember I spoke to David last week for Shift Key about how the bipartisan permitting legislation would weaken monopoly utilities. As my colleagues Jael Holzman and Emily Pontecorvo wrote yesterday, Democrats and Republicans are now negotiating a top-down amendment to that permitting package. We’ll soon learn if the new version — which could come out any time in the next two weeks — preserves the same tough-on-utilities provisions that Dave praised.
When it comes to energy and data centers, everyone loves Texas. Its pro-business political consensus, unusually deregulated electricity market, wide-open plains, sunny skies, and large natural gas and oil deposits have attracted data center developers, renewables developers, liquefied natural gas export terminals, and battery storage entrepreneurs alike.
But this all happened under decades of unified Republican control of Texas’ government. That’s ending on January 19, when Gina Hinojosa is sworn in as governor alongside every other holder of statewide elected office who won this year. In Austin, they will join a Democratic majority Texas House of Representatives, which has been under Republican control since 2003.
Immediately following the election, stocks linked to data center development in Texas swooned — Elon Musk’s SpaceX is down 12.5% since Tuesday, data center developer CoreWeave is down almost 19%, Oracle is down 9%, Texas-based independent power producer Vistra is down 19%. Sterling Infrastructure, a civil construction company headquartered outside Houston, has seen its shares fall 32%.
On the campaign trail, Hinojosa called for a moratorium on data centers until the legislature could pass legislation putting guardrails around development, including protecting residential ratepayers from electricity price hikes and giving local communities more leeway to restrict and condition development. Two weeks before election day, she released a video criticizing Governor Greg Abbott’s “Batch Zero” review process — which had been broadly characterized as a “pause” when it was announced over the summer — for allowing new permits, and she said that she would issue a “ban” on all data center approvals until new laws could be passed.
When Abbott introduced his pause over the summer, Texas’s electricity market ERCOT had 474 gigawatts of data center interconnection requests in its queue (almost all from data centers), a figure he said was around five times the electricity market’s peak demand. That review is due to end next month, shortly before Hinojosa is due to take office, leaving little time for new projects to get approved before the moratorium goes into effect.
Some observers and investors took a sanguine view of Hinojosa’s data center policies. Gavin Baker, a longtime investor in SpaceX, said on X that Hinojosa’s policies “sound reasonable” and pointed to an interview she gave saying that the moratorium would be on new permits and would not affect the pipeline of permitted projects.
The data center and energy industry, however, is in wait-and-see mode when it comes to the severity of the moratorium.
“If she was thinking of trying to go after projects that had begun the construction process,” Brandt Vermillion, U.S. research lead at Modo Energy, said, “I think it would change the overall outlook a ton.”
According to Modo Energy analysis, there are some 25 gigawatts worth of projects under construction in Texas, another 4.6 gigawatts permitted, and another 90 gigawatts that are either just announced or have only submitted grid studies. If Hinojosa “is only going after non-permitted projects,” Vermillion added, then anyone thinking about the future path of data center development in Texas should be more concerned about supply chain constraints like obtaining enough chips to power the data centers.
That being said, the Texas legislature’s session doesn’t end until May 2027, meaning that Hinojosa’s pause could last several months before lawmakers put guardrails into law.
“I don’t think we’re going to not build another data center in the state,” Joshua Rhodes, a research scientist at the University of Texas at Austin, told me. “But I think that they’re going to be under quite a bit more scrutiny.”
That being said, analysts are now much more uncertain about the future path of electricity demand in the state. “Texas demand is difficult to project after Gina Hinojosa’s surprise win,” Jefferies analyst Julien Dumoulin-Smith wrote in a note to clients on Thursday.
That means more trouble for developers in Texas, especially for storage projects, which had already been seeing extremely volatile monthly revenue.
“Batteries and energy storage have been counting on demand to go up because they’re having a rough time out there right now in terms of revenues,” Rhodes said. “Demand will have a pretty big impact on supply.”
One thing the battery storage industry, as well as solar and wind developers, can cheer is that Democratic control of the governorship and the state House means that the threat of anti-renewables bills has fallen to essentially zero.
The renewables industry is hoping that data center development does continue in Texas, but that it looks more orderly and grid-connected.
Going forward, Vermillion expects that data center developers will have a harder time getting tax abatements, which means that a “well-capitalized hyperscaler” could potentially still pursue projects.
“Project A that was going to go about development in a certain way of seeking tax abatements and buying a bunch of reciprocating engines and trying to run themselves off grid” is much less likely to be able to go forward in Hinojosa’s Texas, Vermillion told me, especially as she is able to appoint new commissioners to the Texas Public Utility Commission or the Texas Commission on Environmental Quality.
Tim Woodruff, the data center lead at Modo, told me similarly. “In the near term, if you're one of the neo clouds, maybe now you start pushing a little harder on your projects that you have in MISO or in CAISO,” he said.