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A new study suggests skeptical voters don’t respond to such urgent language — while climate-concerned voters find it depressing.

This is an edition of Heatmap Daily, a digest from our executive editor that comes out every weekday. Subscribe to this newsletter here.
We have a fascinating new project to share with you today. It gets to the heart of the question: Is there anything that can make Americans care about climate change right now?
Starting last year, Heatmap commissioned Embold Research to study what U.S. voters currently think about climate change — what messages are connecting with Americans today and which ones are falling flat.
It’s out now. I wasn’t directly involved in this research — other members of our team led it — but I think the results are interesting, useful, and worth your attention. (Embold Research is a frequent research partner of ours, too: They conduct our data center polling.)
The report divvied the electorate into three buckets — registered voters who are already persuaded about climate change, those who are persuadable, and skeptics who are less likely to be convinced — and examines what they believe about politics, energy, and the environment.
In the study’s first phase, for instance, we asked more than 3,200 Americans to rank 11 different issues in their relative importance. Just over 50% of Americans think climate change is “very” or “extremely important” — and while that may sound encouraging, it actually means that climate change ranked last among the 11 issues we tested.
“The environment” ranks much higher among the three cohorts, with 70% of Americans considering it at least “very” important. The economy, jobs, inflation, and the cost of living dominate voter concerns.
What’s interesting, though, is that these questions of issue importance reverse among the group of “persuaded” Americans. This group believes climate change to be among the most dire problems facing the United States. They’re concerned about the economy too, to be clear — but they also rank healthcare costs, the environment, and threats to democracy more highly than other groups. (Perhaps unsurprisingly, this group identifies overwhelmingly as Democrats.)
My colleague Jeva Lange has more on another finding from the research: why voters don’t believe politicians when they say clean energy is the cheapest form of energy available. You should read her story — but before we go, I want to highlight one more finding from the study.
In the study’s second phase, Embold Research called back 15 of the respondents from the first poll and held in-depth interviews with them about their beliefs on climate, politics, and what messages they responded well to (and which ones turned them off). Then it surveyed a new sample of more than 2,100 Americans, using lessons from the interviews to inform their questions.
One lesson from those phases: Calling climate change a “crisis” or “catastrophe” fell flat among voters — but for different reasons among each cohort.
For voters who are already persuaded about climate change’s dangers, the framing is demotivating. Those people are already worried about climate change, and so hearing that more informed advocates are worried about a climate “crisis” or “catastrophe” just makes them more numb and depressed.
Skeptics, meanwhile, think the language is meant to manipulate them. And for voters who could be persuaded about climate change, talk of a “crisis” conflicts with their observation of gradual change and punctuated equilibrium.
That message sits at odds with how Democratic politicians and issue advocates talked about climate change in the first few years of this decade, obviously. And it points to another interesting finding: Even when American voters are skeptical of climate change as an issue area, they still generally care about the environment.
This new report is the first in a series of Heatmap reports on how American voters view climate, clean energy, and sustainability issues. If you'd like to receive our latest updates, downloadable reports, and invitations for special briefings, please fill out this form.
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New polling by Heatmap and Embold Research shows where one of climate advocates’ favorite arguments for renewables is falling short.
It’s the million-dollar question of clean energy advocacy: How do you persuade climate change skeptics to love renewables?
For years, the clean energy industry has treated the fact that renewables are the cheapest form of new electricity as its messaging trump card. This argument has the advantage of being true. Yes, there is nuance, room for debate, and always the possibility that things could change dramatically in the future. But this summer, the investment bank Lazard reconfirmed what the Lawrence Berkeley National Laboratory and the International Renewable Energy Agency — and plenty of other independent analyses — had found before it: that wind and solar energy are, on the whole, cheaper than fossil fuels.
And yet according to new polling and focus group conversations conducted by Heatmap News and Embold Research, the affordability argument barely moves the needle for the segment of the American public that most needs convincing. More than two-thirds (78%) of voters who are “doubtful” or “dismissive” of climate change — a population segment described by the Yale Program on Climate Communications and that we have labeled as “skeptics” — told us they believe that advocates for wind and solar energy exaggerate how cheap the sources have become (a mere 17% disagreed).
Even for those in the middle who are “persuadable” on climate change (as opposed to the “persuadeds,” who describe themselves as “alarmed” about it), an affordability argument doesn’t land cleanly — 62% believed the claims are exaggerated compared to 24%. In fact, a majority of all voters — 55% — told us that wind and solar are only cost-competitive with oil and gas because of subsidies, even as 75% acknowledge that oil and gas companies get government help lowering costs, too.
Inflation Reduction Act postmortems have a tendency to hand-wring about the Biden administration and its proxies’ lack of success pitching the affordability angle to the American public. Our polling backed up some of this. The pervasive conviction seems to be that the economic upsides of renewable energy aren’t real: 57% of all voters (and 78% of the subset of climate change skeptics) said clean energy advocates exaggerate how cheap wind and solar have become.
But as clean energy advocates look ahead to what to try the next time, our polling offers a cautionary note: The messenger, not just the message, needs a tweak. Independent scientists and researchers were the only group trusted by a majority of voters (63%), and even then, skeptics remained difficult to break through with, as less than a third putting their trust in any messenger at all.
If there’s a bright spot in our polling, it’s that attacks on clean energy have also apparently failed to gain traction. When we asked voters in a separate poll what they think is driving their bills higher, clean energy was among the least identified factors. Just 31% of voters blamed the renewable energy industry, compared with 58% who picked out new data center construction, 55% for the oil and gas industry, 52% for the aging electrical grid, and 48% for rising electricity demand. Our polling appears to describe, then, an electorate that doesn’t blame clean energy for raising electricity bills, but also doesn’t buy the messaging that it could help bring them down.
Breaking through with skeptics and persuadables is obviously the key for turning public opinion in favor of clean energy. In pursuit of that goal, Embold conducted interviews with voters to better understand where the potential openings might be for clean energy messaging to break through — and to identify the kind of language that might hamper that goal. But even after synthesizing the findings and crafting a political message designed to appeal to skeptics’ concerns — one that highlighted the falling cost of renewable electricity alongside arguments about energy security and job creation — a mere 7% of skeptics found it “extremely believable.” “Without my tax dollars, [renewables are] too expensive,” one Trump voter told us. “It will all be in a landfill in 20 years!” (Note that “skeptics” isn’t a political designation, although 89% of them told us they voted for President Trump in the last election.)
Heatmap’s polling offered a more pessimistic view of the electorate compared to comparable polling by other groups, which have found that messages about bringing down electricity bills via increasing clean energy resonate across the broad political spectrum. “We obviously do a fair amount of phone polling, and we’ve been surprised how positive people have been on clean energy and how much they see it as a central part of the solution to the energy affordability crisis that everybody is feeling,” Jesse Lee, a senior advisor at the advocacy and communications organization Climate Power, told me. (Climate Power’s poll notably looks at the whole electorate — skeptics, persuadables, and persuadeds alike — rather than segmenting their findings for more specific messaging purposes.) “But,” he agreed, “certainly there are holdouts.”
Just 20% of the skeptics Embold surveyed, for instance, told us that seeing a comparison of what families saved on their electricity bills after installing rooftop solar would improve their opinion of the technology’s affordability — and 54% said nothing could convince them that solar was affordable. A full 75% of skeptics also agreed with the statement that clean energy technologies such as rooftop solar, electric heat pumps, and electric vehicles have a high enough upfront cost that the savings over time wouldn’t be “worth it.” When asked about utility-scale generation, skeptics viewed nuclear, coal, and natural gas as the least expensive options, with wind being the most expensive, followed by solar.
I asked Lee at Climate Power if he thinks it’s worth trying to reach these entrenched climate skeptics, who make up 22% of the electorate according to our polling. “To the extent that there are limited resources, that’s probably not where you spend all your time,” he said. “You shoot for people that are at least a little bit open to it — but who might be the neighbors of [the skeptics],” he said.
“If that neighbor gets solar panels on their roof, and suddenly they’re walking around the neighborhood telling people their electricity bill was $0 last month, that’s going to have a lot more effect on a person who’s entrenched than hearing a political message from a political group,” Lee went on.
Among people who said they don’t have or can’t afford solar, just 28% told us that “seeing data showing how much money families save on their electricity bills” with solar would help convince them on its affordability. That beat out tax credits (24%), lower upfront costs (23%), financing options (19%) — and yes, “hearing about a neighbor or friend who saved money after getting solar,” which only 12% of people said might change their minds. And though only 20% of skeptics said being shown bill data would change their opinion, bill data was also the only messaging approach that ranked at or near the top of all groups alike.
Unsurprisingly, the “persuadables” group turned out to be more responsive on the question of whether clean energy is affordable. More than a quarter (27%) were receptive to bill savings data, and 60% said they trusted scientists as messengers. But crafting that message is still an uphill battle with the demographic: When Embold tailored a statement intended to move the group, fewer than three in 10 actually found it convincing.
Winning on messaging about clean energy affordability, then, is far more complicated than simply laying out facts and comparisons of renewables in a speech or advertisement. Being asked the question in a poll is not the same as a real-world test case, of course, but, but the wrong messenger risks alienating the people who most need to be convinced, our research shows. Proof needs to be local and tailored — perhaps an impossible ask of a national or even state-level general campaign.
Cost, as a message, is still a winner, in other words. But the window for communicating on it is far narrower than many advocates likely realize. As one 2024 third-party voter told us after reading Embold’s three tailored messages on clean energy, “I don’t really like any of them. They all seem to just be telling me the ‘truth,’ but I don’t know the truth without evidence.”
This is the first in a series of Heatmap reports on how U.S. voters view climate, clean energy, and sustainability issues. If you'd like to receive our latest updates, downloadable reports, and invitations for special briefings, please fill out this form.
On solar manufacturing, New England gas, and Pacific Northwest geothermal
Current conditions: The Pacific just can’t catch a break this hurricane season as forecasters warn that a new tropical development called Invest 96E could form in the next two days off Baja California, right behind Hurricane Lowell • In Indonesia, the wildfires blazing through the peatlands and forests of Borneo and Sumatra are now emitting by far the most carbon dioxide of any blazes in the world • A late-summer heat wave is sending temperatures along the California coastline beyond 100 degrees Fahrenheit this week.
When Alphabet inked its first nuclear deal in 2024, the Google parent company opted to back a next-generation, fluoride salt-cooled reactor startup called Kairos Power. Six months later, the tech behemoth contracted Elementl Power, a nuclear project developer that works with all kinds of reactors, to scout locations for deploying novel atomic technologies. Last October, Google broadened its approach to focus on large-scale reactors that either already existed or were under development. The company eyed financing the construction of the abandoned Westinghouse AP1000s planned for the V.C. Summer plant in South Carolina before the project went under nearly a decade ago. Then Google and NextEra began laying the groundwork to restart the Duane Arnold nuclear station, Iowa’s only such plant, which shut down in 2020. As I told you on Tuesday, that latter deal took a major step forward when the Department of Energy pledged $1.9 billion toward bringing the single 615-megawatt reactor back online.
Now Google is exporting its strategy to Europe. On Wednesday, the giant announced a 22-year power purchase agreement with the Finnish utility Fortum Oyj to extend the life of the Loviisa nuclear station by buying as much as 50% of its electricity from 2030 to 2049. The contract — the first of its kind in Europe to provide for direct power purchases between a specific power plant and a hyperscaler — starts in 2028.
The deal is part of a broader $15.1 billion investment into artificial intelligence infrastructure throughout Finland over the next two years, and will direct roughly $1.1 billion toward the plant’s relicensing. “Long-term partnerships like the one between Fortum and Google are essential to making that happen, especially in today’s uncertain market environment characterized by low visibility and highly volatile electricity prices,” Fortum CEO Markus Rauramo said in a statement. In a text message last night, Emmet Penney, the director of energy and infrastructure at the Foundation for American Innovation, told me it was once “fashionable to say that nuclear was dead in the West, that we could only look on as nuclear slouched toward its demise and irrelevance.” Now, however, “Google is doing the world a favor by showing why and how that view was wrong” by demonstrating willingness to put its money where its mouth is to expand the power supply, he said. “Some things are fads, but nuclear is never out of season.”
Global investments in manufacturing clean technology fell 14% in the first quarter of 2026 and another 7% in the second three-month window, according to an analysis by the Rhodium Group’s Clean Investment Monitor released Thursday of the first half of this year. For the first time, China’s share of green manufacturing investments dipped below a third, marking a significant decline from its peak of over 71% in 2023. A major drop in the expansion of solar panel factories accounted for much of the slowdown. Investments in new factories fell by 83% in the second quarter of 2026 compared to the peak in the last three months of 2023. China accounted for 94% of the decline. But China’s contraction came with expansion elsewhere. India, for example, saw solar factory investments accelerate from 5% to 48%, making it the largest net contributor for the past four quarters. Solar manufacturing is expanding in the U.S., and the Department of Commerce’s new import duties on the polysilicon needed to make most panel components should help that continue. But the overall picture for clean energy investment, as my colleague Emily Pontecorvo described in the spring, is mixed.
There are green shoots, however. While the amount of capital spent on construction of new manufacturing and industrial plants slowed, the value of such investments rose 10% in the first quarter of this year and held steady in the second quarter, breaking a 10-quarter streak of declines in announced investments. The bulk of the deals were in critical minerals, wind, sustainable aviation fuel, batteries, and — yes — solar. But there’s also more coal. On Thursday morning, the International Energy Agency forecast global coal demand to reach a record high of nearly 9 billion metric tons this year.
The U.S. has enough solar panels in operation today to power more than 50 million American homes, representing over a third of households. That’s according to the latest market analysis conducted by the consultancy Wood Mackenzie on behalf of the Solar Energy Industries Association and released early this morning. Solar developers added 11.4 gigawatts of generating capacity in the second quarter of 2026, a 45% increase from the same period last year and 43% increase from the first three months of this year. Most of that new capacity came from utility-scale projects, which added 9.6 gigawatts — a 61% year-over-year leap. “Solar and storage have grown to a scale most Americans have yet to fully realize and we simply can’t meet America’s growing energy needs without these technologies,” Tim Pawlenty, the chief executive of the solar industry’s leading trade group, said in a statement.
It’s a milestone for solar’s expansion, and highlights the competitiveness of the technology despite the Trump administration’s crackdown on renewables it criticizes as too weather dependent. But it’s only a description of capacity. It’s virtually impossible for all the solar panels in the country to produce power at the same time, and the swings in electricity production are ultimately what draw criticism from those who instead push for generating stations that can pump out power at all times of day. That, in my view, makes the most important signal in the report the speed of the growth, demonstrating how quickly solar can come online and serve surging demand.
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Yesterday I told you that a federal court overturned the water permits New Jersey issued for construction of a pipeline to carry more natural gas into the Northeast, delivering a blow to the pipeline push the region is gearing up for as winter energy demands increasingly become what my colleague Matthew Zeitlin described bluntly last year as “a problem.” But there’s some good news, via the latest analysis from the U.S. Energy Information Administration. Enough cheap gas is flowing into New England at a moment when consumption is relatively low to push down prices. Natural gas prices at Algonquin Citygate, a trading and pricing hub in Boston that averages out what New England is paying for the fuel, are now trading at a discount compared to the main U.S. benchmark, the Henry Hub. Prices at Algonquin Citygate averaged 43 cents per million British thermal units less than Henry Hub from April through July. Part of the price drop came from a drop in demand as home heating fell off during the summer and solar generation increased during longer sunny days. Increased supply from Appalachia was another factor, as was a spike in imports from Canada.
Emissions of greenhouse gases from fossil fuels and agriculture are widely recognized as the primary drivers behind rising global temperatures. But scientists have long warned that, as the planet grows hotter, natural feedback loops will begin to pump more emissions into the atmosphere, from methane seeping out from decaying ancient material in thawing permafrost or carbon dioxide spewing from infernos like those scorching Indonesia’s biggest islands. A new study suggests that those warming-induced greenhouse gases from natural sources could amplify global warming by 20% to 30% this century, adding as much 0.4 degrees Celsius to the global temperature average. The authors of the study, published early Thursday morning in the journal Environmental Research Letters, billed it as the largest effort to date to quantify the combined impact of carbon dioxide and methane from permafrost thaw, wildfires, wetlands, and inland waterways. Permafrost thaw, however, comprises roughly half the projected emissions. The authors came from Stanford University, Woodwell Climate Research Center, research nonprofit Spark Climate Solutions, and the advocacy group Environmental Defense Fund. Even if emissions from human activities reached net zero, greenhouse gases could create feedback loops that raise global temperatures by at least 0.2 degrees Celsius by 2100. A higher emissions scenario could be twice that much warming.
“The results are a wake-up call, and it’s imperative that they be included in the next generation of climate policies,” Robert Jackson, the Stanford University professor and chair of the Global Carbon Project who co-authored the paper, said in a statement.
The Pacific Northwest is poised for a big geothermal push. Hexagon Energy, an independent energy developer, and timber and wood giant Weyerhaeuser Company just inked a strategic partnership that will clear the way for geothermal projects across the latter company’s vast property portfolio in Oregon and Washington. “Geothermal energy represents an emerging opportunity to provide clean and reliable, around-the-clock power, and our ownership presents a unique platform to evaluate that potential in the Pacific Northwest,” Kendall Fountain, Weyerhaeuser’s vice president of energy and natural resources, said in a statement. Once built, the projects are expected to generate up to 3 gigawatts of power.
A new paper from Energy Innovation and GridLab lays out some options for Governor Gavin Newsom — or whoever comes next.
California’s continued progress on climate change may depend on whether the state can find a way to bring down its high electricity rates, which hurt the economics of cleaner technologies like electric vehicles and heat pumps and make climate action more politically difficult.
Ahead of the upcoming governor’s race, the clean energy research firms Energy Innovation and GridLab convened a group of more than 20 local electricity experts to develop a policy roadmap for the state’s next administration to reduce energy costs. They published the findings on Thursday, describing a number of opportunities for policymakers to better manage utility spending and more fairly allocate costs among utilities, residents, and communities.
“There is so much work to be done to correct for and address the underlying forces that have led to consistent rate increases over the last 25 years,” Mike O’Boyle, the senior director for policy and strategy at Energy Innovation, told me. There are also no quick fixes, he added. Instead, the report offers directional solutions rather than specific policy proposals, recognizing that it will take years of sustained leadership to make progress.
By far the most significant force driving California’s high rates, especially over the past decade, is the cost of responding to and preventing catastrophic wildfires. The state Public Advocate’s office recently found that the wildfire-related share of the average customer’s bill is 14% to 19%, or $21 to $41 per month.
Just before the Labor Day weekend, Governor Gavin Newsom faced a showdown with the legislature over his proposal for how to reallocate wildfire liability. For weeks, Newsom had been pushing lawmakers for a package that would reduce the amount of money utilities would be on the hook for after their equipment sparks a wildfire. One of his priorities was to outlaw subjugation, a mechanism by which insurance companies sue utilities to recover the cost of paying out wildfire claims. Newsom was responding to pleas from utilities warning that their credit would be downgraded unless the state reduced their share of the risk. Lower credit ratings would mean increased borrowing costs and, ultimately, higher electricity rates.
The full details of Newsom’s package were never released to the public, but it saw major pushback from insurance companies and victims groups who framed it as a "utility bailout.” Eventually, with just a few days left on the legislative calendar, the governor and legislature put out a compromise bill. It did nothing on subrogation, but it would have blocked hedge funds from buying up and reaping profits from insurance claims, and blocked bonuses for C-suite utility officers when the company sparks a fire.
Despite the supposed compromise, the bill died on the floor of the Assembly. Speaker Robert Rivas said it “does not yet deliver the relief, accountability or meaningful reform that Californians deserve” and vowed to go back to work to “deliver real results.”
Lawmakers may have been convinced by the market’s quick reaction to the bill. The Monday after it was released, California utility PG&E’s stock dropped 20%, while Edison International, which owns Southern California Edison, saw a drop of 23%. Last Wednesday, after the deal had fallen apart, PG&E announced that it would defer $2 billion in capital spending for the next year. In a pre-recorded video, the company’s CEO Patti Poppe discussed how far the company has come since its 2019 bankruptcy, praising its recent track record of no ignitions and innovative investments in grid modernization, but said it was “unable to fund the continued transformation at our current pace. When risks go up, lenders charge more.”
The issue Newsom was trying to address stems from the fact that California assigns full liability to utilities when their equipment sparks a wildfire, regardless of whether the incident was the result of negligence. That’s only one part of the problem, however. The other is that the state leans heavily on utilities to do the majority of its wildfire prevention work, rather than spreading out the responsibility across a broader array of residents and communities. The liability policy also amplifies the second issue, as it creates a perverse incentive for utilities and their regulators to try to reduce the risk of sparking a fire to as close to zero as possible, no matter the cost.
Electricity ratepayers cover both the liability utilities face after a fire as well as the cost of all of that risk reduction — but they spend far more on the latter. Between 2019 and 2024, utility regulators authorized the state’s three private electric companies to recover $40 billion in wildfire-related costs from its ratepayers. Just a third were liability-related costs, such as insurance premiums and payments into a fund utilities can draw on to cover settlements with victims. The rest was mitigation.
The Energy Innovation and GridLab report puts aside thorny questions about wildfire liability and focuses on addressing this mitigation side of the issue with three overarching recommendations.
First, California needs a better way to evaluate the cost-effectiveness of different types of wildfire mitigation. Part of the issue is that when a utility says it needs to spend $200 million on tree trimming in Lake Tahoe, for example, regulators don’t have the tools to assess whether there’s a more cost effective alternative. Maybe $100 million on tree trimming with another $20 million for other kinds of community hardening would provide the same amount of risk reduction.
Second, the state could better leverage public finance, for example by expanding the use of ratepayer-backed bonds to pay for wildfire mitigation. California started down this path in a big utility package passed last year, authorizing utilities to borrow $6 billion from ratepayers through 2035 — a lower-cost form of finance than investor equity. Utilities are spending $9 billion per year on wildfires, however, so that measure was a drop in the bucket.
Third, the state should more equitably spread the responsibility of mitigating wildfire risks, re-allocating some costs from ratepayers to taxpayers and at-risk communities. Utilities spend $9 billion a year on wildfire-related costs, but the state’s Department of Forestry and Fire Protection’s most recent mitigation budget was just $440 million. “The reality is that the status quo of ratepayers paying for all this is untenable,” O’Boyle said. Utility-led mitigation focuses on preventing ignitions, but it doesn’t address factors unrelated to electric infrastructure that can worsen a blaze, such as overgrown forests, development near wildlands, and brush surrounding homes.
While the fracas around Newsom’s compromise package focused on the liability aspects, the bill would have also taken small steps toward some of these recommendations. It required CalFIRE to develop standards for wildfire risk reporting data and incorporate them into community risk reduction metrics — a move toward better evaluations of the most cost-effective measures.
It also would have required the state’s Natural Resources Agency to create a comprehensive statewide community wildfire preparedness strategy, provide support for counties to develop protection plans that align with the strategy, and base state support on communities’ annual progress updates.
We’ll see if any of that gets salvaged. While the legislative session is officially over, Newsom could still call a special session to get a wildfire bill done this year.