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Or maybe you want to go electric? Because yes, they are different.

Have you given much thought to the inner workings of your stove? Me neither. Your home probably came with one already installed, and so long as you can turn it on, boil some water and simmer up a sauce, perhaps that’s reason enough not to second guess it.
But if you’re cooking with gas, we’re here to let you know that, culinary connoisseur or not, there are undeniable benefits to switching to either electric or induction cooking. First and foremost, neither relies directly on fossil fuels or emits harmful pollutants such as nitrogen dioxide into your home, making the switch integral to any effort to decarbonize your life — not to mention establish a comfortable living environment. Second, both electric and induction are far more energy efficient than gas.
“So on a gas range, about 70% of the heat that is generated from the gas goes into your kitchen,” DR Richardson, co-founder of the home electrification platform Elephant Energy, told me. “So it's very inefficient. You get hot. The handle gets hot. The kitchen gets hot. Everything gets hot, except your food. And it takes a really long time.” With an electric or induction stove, you can boil water faster and heat your food up quicker, all while reducing your home’s carbon footprint.
Convinced yet? If you’re reading this guide, we sure hope you’re at least intrigued! But even after you’ve decided to make the switch, confusion and analysis paralysis can still loom. Are your needs better suited to electric or induction? Will expensive electrical upgrades be required? How will this impact your cooking? And where are all the stove stores, anyway? So before you start browsing the aisles and showrooms, let’s get up to speed on all things stoves… or is it ranges? You’ll see.
Friday Apaliski is the director of communications at the Building Decarbonization Coalition, a nonprofit composed of members across various sectors including environmental justice groups, energy providers, and equipment manufacturers, seeking alignment on a path towards the elimination of fossil fuels in buildings.
DR Richardson is a co-founder of Elephant Energy, a platform that aims to simplify residential electrification for both homeowners and contractors. The company provides personalized electrification roadmaps and handles the entire installation process, including helping homeowners take advantage of all the available local, state, and federal incentives.
It depends on the cookware you currently own, but you will almost certainly need to replace some items. Induction stoves work with pots and pans that are made of magnetic materials like cast iron and stainless steel, but not those made of glass, aluminum, or copper. You can check to see if your cookware is induction compatible by seeing if a magnet will stick to the bottom, or if the induction logo is present on the bottom.
Everyone has their own affinities, but what we can tell you is that both traditional electric stoves and newer induction stoves are more energy efficient than gas stoves, and when it comes to temperature control, induction stoves are the clear winner. They allow you to make near instantaneous heat adjustments with great precision, while gas stoves take longer to adjust and are less exact to begin with.
Cooking on a new stove will undoubtedly come with a learning curve, what with all the new knobs and buttons and little sounds to get used to. Many cooks are used to relying on the visual cue of the flame to let them know how hot the stove is, but now you’ll be relying on a number on the screen, instead. Especially if you go with induction stove, be assured that you’ll be in good company among some top chefs.
This is indeed a key question — more on this one below.
If you don’t know already, it’s not too hard to find out. When you turn on the stovetop, is there fire? That, folks, is a gas stovetop. It will have a gas supply line that looks like a threaded pipe that connects to the back of the appliance. Gas stovetops are tricky to clean, not particularly sleek, and most prevalent in California, New Jersey, Illinois, Washington DC, New York, and Nevada.
If you have an electric range, the stovetop will be flat with metal coils either exposed or concealed beneath a ceramic glass surface. The coils will glow bright when they’re on. Electric ranges plug directly into 240-volt outlets (newer versions have four prongs, older ones have three), with a cord that looks like a heavy vacuum plug or a small hose. Electric stovetops are always paired with electric ovens — this is the setup that the majority of Americans already have according to the Energy Information Administration.
“So if you have an electric range and you like it, that's wonderful. You should keep it. But generally, when we're talking about transitioning from a gas experience to something else, induction is a much more analogous cooking experience,” Apaliski said.
If you have an induction range, it was probably a very intentional choice! According to a 2022 Consumer Reports survey, only about 3% of Americans have an induction range or cooktop, so big ups if you’re a part of that energy efficient minority. But if you just wandered into a new home and are wondering if it’s got the goods, you might have to turn on the stove to tell. Unlike an electric stovetop, you won’t see the cooking area glow because the surface isn’t actually getting hot, only the cookware is. Induction stoves also plug directly into 240-volt outlets.
But wait! There’s a chance you’re cooking with both gas and electric on a dual-fuel range. The telltale sign will be if your range connects to both a gas supply line as well as a 240-volt outlet (remember that plug?). But if it’s difficult to determine what’s going on back there, here’s what else to look out for: A metal device at the bottom and/or top of the oven’s interior that glows bright when the oven is on indicates that it’s electric! Sometimes these heating elements will be concealed, though. In that case, look for telltale signs of gas: An open flame when the oven is on or a visible pilot light when off. Newer gas stoves might not have either, but rather use an electronic ignition system that you can hear fire up about 30-45 seconds after turning on the oven. If you’re still confused, there’s always your user manual! (You kept that, right?)
If you’re going from an all-gas range to electric or induction and your stove is located on a kitchen island, for example, this could make installing the necessary electrical wiring more complex. It’s something to ask potential contractors about when you get to that stage.
Whenever you add a new electric appliance to your home, there’s the possibility that you’ll need to upgrade your electric panel to accommodate the new load. A new panel can cost thousands of dollars, though, so you’ll want to know ahead of time if this might be necessary. First, check the size of your current electric panel. You can find this information on your main breaker or fuse, a label on the panel itself, or your electric meter.
According to Rewiring America, if your panel is less than 100 amps, an upgrade could be necessary. If it’s anywhere from 100 to 150 amps, you can likely electrify everything in your home — including your range — without a panel upgrade, although some creative planning might be needed (more on that here and below, in the section on finding contractors and installers). If your panel is greater than 150 amps, it’s very likely that you can get an electric range (as well as a bevy of other electrical appliances) without upgrading.
As of now, federal incentives for electric and induction ranges, cooktops, and ovens are not yet available. But Home Electrification and Appliance Rebates programs, established via the Inflation Reduction Act, will roll out on a state-by-state basis over the course of this year and next, with most programs expected to come online in 2025. These rebates could give low- and moderate-income houses up to $840 back on the cost of switching from gas to electric or induction cooking.
While many details have yet to be released, it’s important to note that qualifying customers won’t be required to pay the full price and then apply for reimbursement — rather, the discount will be applied upfront. Once the program becomes available, your state will have a website with more information on how to apply. If you’re cash-strapped today, it could be worth waiting until the federal incentives roll out, as rebates will not be retroactively available.
Many states and municipalities already have their own incentives for electric appliance upgrades though. Unfortunately, there’s currently no centralized database to look these up, so that means doing a little homework. Check with your local utility, as well as your local and state government websites and energy offices for home electrification incentives. If you happen to live in California or Washington state, you can search for local incentives here, via this initiative from the Building Decarbonization Coalition. The NODE Collective is also working to compile data on all residential incentive programs, so keep checking in, more information is coming soon!
Assuming you currently have a gas stove or a dual fuel range, this is the first big choice you’ll have to make. For customers interested in upgrading from electric to induction, let this also be your guide, as an induction stove is indeed the higher-end choice. Here are the main differences between the two:
Electric
Induction
*According to Rewiring America
** According to this paper
Heatmap Recommends: Spring for the induction stove if you can. Not only will it provide a superior cooking experience, but it’s safer too. Induction stoves only heat up magnetic pots and pans, so if you touch the stove’s surface, you won’t get burned. Most will also turn off automatically if there’s no cookware detected.
“Induction is definitely the upgrade in basically every sense, if you can afford it. Induction is a way better cooking experience. It's got way more fun heating and cooking control. It's much more energy efficient. It's much faster,” said Richardson.
If you’re curious about what it’s like to cook with an electric or induction stove, you can buy a standalone single-pot cooktop for well under $100; it will plug straight into a standard outlet. Additionally, Apalinksi says that many libraries (yes, libraries!) and utilities allow residents to borrow an induction cooktop and try it out for a few weeks, completely free of charge.
New electric and induction ranges and cooktops will only be eligible for forthcoming federal incentives if they’re certified by Energy Star, a joint program run by the Environmental Protection Agency and the DOE that provides consumer information on energy efficient products, practices, and standards. You can check out what models of ranges and cooktops qualify here. But to get a handle on the actual look and feel of various options, you should try and find a showroom or head to a large retail store.
“Go to your local big box retailer, whether it's a Home Depot or Best Buy or Lowe's, they tend to have a bunch of models on the floor. Their representatives can talk to you about all the different options out there. But you have to research a little bit ahead of time, otherwise they're going to point you to the latest gas appliance,” said Richardson.
If you learn that making the switch is going to entail particularly cumbersome electrical upgrades, Apaliski said there are some innovative companies such as Channing Street Copper and Impulse Labs that make induction ranges and cooktops that plug into standard outlets. They’re much pricier than your standard range, but if you can afford it, one could be right if you’re looking for plug-and-play simplicity and sleek design.
“So this is great, for example, if you are a renter, or if you are someone who has limited capacity on your electrical panel, or if you are someone who has one of these kitchen islands that is just impossible to get a new electric cord to,” Apaliski said.
If you buy your new range or cooktop from a big box retailer, they’ll typically haul away your old appliance and deliver and install the new one for you at either low or no cost. Don’t assume this is a part of the package, though, and be sure to ask what is and isn’t included before you make your purchase.
But if you’re moving from an all gas range or cooktop to an electric or induction range or cooktop, the complicated part isn’t the installation process, it’s everything that must come before. That includes capping and sealing the gas line for your old stove (this is a job for a plumber) and installing the requisite electric wiring to power your new stove (this is a job for an electrician).
As noted, making the switch could also mean a costly electric panel upgrade. You should ask potential electricians about this right away, as well as about creative solutions that would let you work with your existing panel. If you’re running out of space, you could buy a circuit sharing device like a smart splitter or a circuit pauser, which would allow multiple loads, such as an EV charger and your stove, to share a circuit, or ensure that specific appliances are shut off when you’re approaching your panel’s limit. Richardson recommends getting opinions from a couple different electricians, seconding the idea that if your panel is 100 amps or more, an upgrade is likely not necessary.
Above all, you should make sure that the gas line and electric work is taken care of before the stove installer comes to your home. Richardson said that occasionally, retailers will provide plumbing and electrical services as an add-on option, so it never hurts to ask. But most likely you’ll be sourcing contractors and compiling quotes on your own. If you don’t already have a go to person for the job, ask friends, family, and neighbors for references. Google and Yelp reviews are always there too.
New electric ranges do not usually come with a power cord. You must purchase your own power cord prior to installation.
Once you get time on the calendar with a trustworthy, knowledgeable and fair-priced plumber and electrician, it’s time to schedule the installation of your new range or cooktop. And after that it’s time to metaphorically fire up those resistive coils or electromagnetic fields and make yourself an electrified meal for the ages.
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On ravenous data centers, treasured aluminum trash, and the drilling slump
Current conditions: The West Coast’s parade of storms continues with downpours along the California shoreline, threatening mudslides • Up to 10 inches of rain is headed for the Ozarks • Temperatures climbed beyond 50 degrees Fahrenheit in Greenland this week before beginning a downward slide.
The Department of Energy’s Loan Programs Office just announced a $1 billion loan to finance Microsoft’s restart of the functional Unit 1 reactor at the Three Mile Island nuclear plant. The funding will go to Constellation, the station’s owner, and cover the majority of the estimated $1.6 billion restart cost. If successful, it’ll likely be the nation’s second-ever reactor restart, assuming Holtec International’s revival of the Palisades nuclear plant goes as planned in the next few months. While the Trump administration has rebranded several loans brokered under its predecessor, this marks the first completely new deal sanctioned by the Trump-era LPO, a sign of Energy Secretary Chris Wright’s recent pledge to focus funding on nuclear projects. It’s also the first-ever LPO loan to reach conditional commitment and financial close on the same day.
“Constellation’s restart of a nuclear power plant in Pennsylvania will provide affordable, reliable, and secure energy to Americans across the Mid-Atlantic region,” Wright said in a statement. “It will also help ensure America has the energy it needs to grow its domestic manufacturing base and win the AI race.” Constellation’s stock soared in after-hours trading in response to the news. Holtec’s historic first restart in Michigan got the green light from regulators to come back online in July, as I reported in this newsletter at the time. But already another company is lining up to turn its defunct reactor back on: As I reported here in August, utility giant NextEra wants to revive its Duane Arnold nuclear station in Iowa. The push to restart older reactors reflects a growing need for electricity long before new reactors can come online. Meanwhile, next-generation reactors are plowing ahead. The nuclear startup Valar Atomics claimed this week to achieve criticality long before the July 4 deadline set in an Energy Department competition.
Over the next five years, American demand for electricity is set to grow by the equivalent of 15 times the peak demand of the entirety of New York City. That’s according to the latest annual forecast from the consultancy Grid Strategies. The growth — roughly sixfold what was forecast in 2022 — comes overwhelmingly from data centers, as shown by which regions expect the largest growth:

“The fact that these facilities are city-sized is a huge deal,” John Wilson, Grid Strategies’ vice president and the report’s lead author, told Canary Media. “That has huge implications if these facilities get canceled, or they get built and don’t have long service lives.” Mounting political opposition to data centers could make deals less certain. A Heatmap Pro survey in September found just 44% of Americans would welcome a data center opening nearby. And last week I wrote about how progressives in Congress are rallying around a crackdown on data centers.
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The contrast couldn’t be starker. In Washington, President Donald Trump rolled out the red carpet for Saudi Crown Prince Mohammed bin Salman, offering an opulent welcome to the White House and lashing out at reporters who asked about September 11 or the killing of journalist Jamal Khashoggi. In Belém, Brazil, meanwhile, former Vice President Al Gore tore into the team of delegates Saudi Arabia sent to the United Nations climate summit for “flexing its muscles” in negotiations about how to shift away from oil and gas. “Saudi Arabia appears to be determined to veto the effort to solve the climate crisis, only to protect their lavish income from selling the fossil fuels that are the principal cause of the climate crisis,” Gore told the Financial Times. “I hope that the rest of the world will stand up to this obscene greed and recklessness on the part of the kingdom.”
But the Trump meeting could yield some progress on clean energy. Among the top issues the White House listed in its read-out of the summit was the push to export American atomic energy technology to Saudi Arabia as the country looks to follow the United Arab Emirates in embracing nuclear power.
Facing growing needs for domestic sources of metal for the energy transition, the European Union is seeing its trash as treasure. On Tuesday, the European Commission proposed restricting exports of aluminum scrap amid what The Wall Street Journal called “concerns that rising outflows of the resource could leave Europe short of a critical input for its decarbonization efforts.” Speaking at the European Aluminum Summit, EU trade chief Maros Sefcovic referred to the exports as “leakage.” The proposal wouldn’t fully block sales of aluminum scrap overseas, but would adopt a “balanced” measure that ensures sufficient supplies and competitive prices in the single market. “Scrap is a strategic commodity given its important contribution to circularity and decarbonization, as production from secondary materials releases less emissions and is less energy intensive, as well as to our strategic autonomy,” Sefcovic said. The measure is set to be adopted by spring 2026.
In the U.S., the Biden administration made what Heatmap’s Matthew Zeitlin last year called a “big bet” on aluminum. The Trump administration slapped steep new tariffs on imported aluminum, though as our colleague Katie Brigham wrote, “aluminum producers rely on imports of these same materials to build their own plants. Tariffs on these vital construction materials — plus exorbitant levies on all goods from China — will make building new production facilities significantly costlier.”

The average number of active rigs per month that are drilling for oil and natural gas in the continental United States fell steadily over the past year. As of last month, the U.S. had 517 rigs in operation, down from a peak of 750 in the end of 2022. The number of oil-pumping rigs dropped 33% to 397 rigs, while gas-pumping rigs slid 23% to 120 rigs over the same period from December 2022 to October 2025. While the Energy Information Administration said the declining rig count “reflects operators’ responses to declining crude oil and natural gas prices,” the federal research agency said it’s also “improvement in drilling efficiencies,” meaning companies are getting more fuel out of existing wells.
It’s been a pattern in recent research on sustainability. Scientists look at methods that Indigenous groups have maintained as traditions only to find that approaches that have sustained throughout centuries or millennia are finding new value now. A study by the University of Hawaiʻi at Mānoa’s Hawaiʻi Institute of Marine Biology found that Native Hawaiian aquaculture systems — essentially fish ponds known as loko iʻa — effectively shielded fish populations from the negative impacts of climate change, demonstrating resilience and bolstering local food security. “Our study is one of the first in academic literature to compare the temperatures between loko iʻa and the surrounding bay and how these temperature differences may be reflected in potential fish productivity,” lead author Annie Innes-Gold, a recent PhD graduate from the university, said in a press release. “We found that although rising water temperature may lead to declines in fish populations, loko iʻa fish populations were more resilient.”
Rob and Jesse talk data center finance with the Center for Public Enterprise’s Advait Arun.
The boom in artificial intelligence has become entangled with the clean energy industry over the past 18 months. Tech companies are willing to pay a lot for electricity — especially reliable zero-carbon electricity — and utilities and energy companies have been scrambling to keep up.
But is that boom more like a bubble? And if so, what does that mean for the long-term viability of AI companies and data center developers, and for the long-term health of decarbonization?
On this week’s Shift Key, we’re talking to Advait Arun, a senior associate for capital markets at the Center for Public Enterprise, about his new report on the market dynamics at play in the data center buildout. What kind of bets are these AI companies making? How likely are they to pay off? And if they don’t, who stands to lose big? Shift Key is hosted by Robinson Meyer, the founding executive editor of Heatmap, and Jesse Jenkins, a professor of energy systems engineering at Princeton University.
Subscribe to “Shift Key” and find this episode on Apple Podcasts, Spotify, Amazon, or wherever you get your podcasts.
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Here is an excerpt from our conversation:
Robinson Meyer: Advait, you’ve done a — we’ve done a great job of kind of dancing around maybe the biggest question of the report — and I would say you do a very good job of playing coy about it in the report, where the report’s titled “Bubble or Nothing.” You actually don’t come out and say whether you think this is a bubble or not.
And of course, it’s kind of a weird bubble, too, because there hasn’t been a moment where these leaps in equity valuations for the hyperscalers has happened where people haven’t been like, Boy, it looks kind of bubbly. And if you remember back to the 20-teens too, people were worried about a tech bubble then, too. And it turned out that it wasn’t a tech bubble, it was just a rapidly growing and healthy part of the economy. And so what I wanted to ask you, Advait, was, number one, did you walk away from this and from your conversations with investors and creditors, policymakers, thinking it was a bubble? And number two, is this unusual that we have a bubble and we can’t stop talking about how bubbly it looks? Or is this a new type of bubble where there’s a bubble happening and we all know it’s a bubble?
Advait Arun: Ooh. I will not personally say whether or not I think this is a bubble. I do think, though, that the fact that so much of our attention is centralized around it, it testifies to a new way of the real media’s relationship with the economy — and not even the media just in general, but the fact that the federal government is interested in this being the next industry of the future. The fact that I think we haven’t had too much else to talk about in economic news due to the dominance of the hyperscalers and Mag Seven in the market, the fact that they’re the collateral for improvements in the energy system, and even some people are blaming them for the affordability crisis. I think it’s very easy to get into a headspace where we’re all paying rapt attention to the day-to-day stock movements of these companies. I don’t know what it was like, necessarily, to be following the news and the dot-com bubble, but I do certainly think that the amount that we’ve all been talking about it at the same time is very striking to me.
I think it’s important, as well, to recognize that bubbles have psychological motivations, more so than just pure economic motivations. Of course, from the perspective of a policymaker and someone who’s done credit analysis for stuff, I obviously look at these firms and look at their lack of revenue and think, This is dangerous. This could be getting over their skis. But a lot of companies have gone through this point and made it out. That’s not to say that these companies will or won’t, but the fact that so much of the market moves in response to the leading tech companies, there’s a degree of asset centrality and crowding, and extremely high relative values relative to historical values. It makes me think that there’s something to watch out for, anchored by the fact that a lot of the people leading this investment boom, whether it’s the federal government seeking to promote it or whether it’s the leaders of these companies, the CEOs envisioning some kind of vastly different future for the economy. There’s a psychology to it — I think Keynes would call it ‘animal spirits’ — that’s pushing this investment boom the way that it’s going.
Mentioned:
Advait’s report: Bubble or Nothing: Data Center Project Finance
Previously on Shift Key: A Skeptic’s Take on AI and Energy Growth
Jesse’s upshift; Rob’s downshift.
This episode of Shift Key is sponsored by …
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Music for Shift Key is by Adam Kromelow.
The transition to clean energy will be expensive today, even if it’ll be cheaper in the long run.
Democrats have embraced a new theory of how to win: run on affordability and cost-of-living concerns while hammering Donald Trump for failing to bring down inflation.
There’s only one problem: their own climate policies.
In state after state, governors and lawmakers are considering pulling back from their climate commitments — or have already reneged on them outright — out of a concern for the high costs that they could soon impose on voters. Democrats have justified the retreat by citing a new regime of sharper inflation, reduced federal support, and a need to deliver cheap energy of all kinds.
“We need to govern in reality,” New York Governor Kathy Hochul, for instance, said in a recent statement defending her approval of new natural gas infrastructure. “We are facing war against clean energy from Washington Republicans.”
Leaders in Pennsylvania, Massachusetts, New Jersey, and California have all sounded similar notes while making or considering changes to their own states’ policies.
“The trend toward a different approach to energy policy that puts costs and pragmatism first is very real,” Josh Freed, the senior vice president for climate and energy programs at Third Way, a center-left think tank, told me.
“Affordability is the entry ticket for any other policy goal that politicians have,” he continued. “It particularly makes sense on climate and clean energy because we’ve all been talking for years about the need to electrify. If electricity is expensive, then electrification is simply not going to happen.”
The challenge is an old one for climate policy. Climate change — fueled by fossil fuel pollution — will ultimately raise costs through heat waves, extreme weather impacts, and a depleted natural world. But voters don’t go to the polls for lower costs in 2075. They want a cheaper cost of living now.
Democrats have more tools in this fight than ever before, with wind, solar, and batteries often much cheaper than other forms of generation. But to fully realize those cost savings — and to decarbonize the grid faster than utilities or power markets would otherwise go — politicians must push for politically or financially costly policies that speed up the transition, sometimes putting long-term climate goals ahead of near-term affordability concerns.
“We’ve been talking about affordability as the entry point and not the end of the story. It’s important to meet consumers and voters and elected officials where they are,” Justin Balik, the vice president for state policy at Evergreen Action, a climate-focused think tank and advocacy group, told me.
“We can make the argument — because the data is on our side — that clean energy is still cheaper and is a big part of lowering costs.”
Part of what’s driving this shift among Democrats on climate policy is economics. The Trump administration’s war on clean energy has made it more difficult to build clean energy than some state-level policies once envisioned. Many emissions reduction targets passed during the late 2010s or early 2020s — like New York’s, which requires the state to reduce emissions 40% from 1990 levels by 2030 and 85% by 2050 — assumed much faster clean electricity buildouts than have happened in practice. The president’s One Big Beautiful Bill Act will end wind and solar tax credits next year, driving up project costs in some cases by 40% more than once projected.
The president’s war on wind power, in particular, has hit particularly hard in Northeastern states, where grid managers once counted on thousands of megawatts of new offshore wind farms to supply power in the afternoon and evenings while meeting the states’ climate goals. The Trump administration has succeeded in cancelling virtually all of the Northeast’s offshore wind projects outside New York.
But economics do not explain all of the shifts. Democrats seem to believe the president’s war on clean energy has created a fresh rhetorical opening for them: They can now cast themselves as champions of cheap energy in all forms. Some have even revived the old Obama-era “all of the above” slogan for this new era.
“We have an energy crisis. Electricity prices for homeowners and businesses have gone up over 20% in New Jersey. The only answer is all of the above,” Representative Frank Pallone, the ranking member of the House energy committee, told Politico in September.
Even politicians who once championed climate change have downplayed it in recent speeches. New York Mayor-elect Zohran Mamdani, who once described himself as a “proud ecosocialist,” barely mentioned climate change during his general election campaign for mayor.
Hochul’s recent moves illustrate the shift. Over the past year, she has delayed implementing New York’s cap-and-invest law, which seeks to reduce statewide carbon emissions 40% by 2030. She also paused the state’s ban on gas stoves and furnaces in new homes and low-rise buildings, which is due to go into effect next year. (A state court has ordered her to implement the cap-and-invest law by February.)
This month, Hochul approved two new natural gas pipelines as part of a rumored deal with the Trump administration to salvage New York’s wind farms. She defended the decision by appealing to — you guessed it — affordability.
“We have adopted an all-of-the-above approach that includes a continued commitment to renewables and nuclear power to ensure grid reliability and affordability,” she said in a statement.
New York’s neighbors have gone down similar paths. In Pennsylvania, Governor Josh Shapiro struck a budget compromise with Republican lawmakers that will remove the state from the Regional Greenhouse Gas Initiative, or RGGI, a compact of Northeastern states to cap carbon pollution from power plants and invest the resulting revenue.
Shapiro blamed Republicans, who he said have “used RGGI as an excuse to stall substantive conversations about energy,” but said he was focused on — yes, again— “cutting costs.”
“I’m going to be aggressive about pushing for policies that create more jobs in the energy sector, bring more clean energy onto the grid, and reduce the cost of energy for Pennsylvanians,” he said before signing the budget deal.
California has also reworked its own climate policy in response to cost-of-living concerns. Earlier this year, it passed an energy package that re-upped its cap-and-trade program while allowing new oil extraction in south-central Kern County. The legislation was partly driven by a fear that local refineries would shutter — and gas prices could soar — without more crude production.
Massachusetts could soon join the pullback. Earlier this month, the state’s House of Representatives fast-tracked a bill that included a provision nullifying a legal mandate to cut carbon emissions in half by 2030, as compared to 1990 levels.
While the bill preserved the state’s longer-term goal to cut emissions by 80% by 2050, it rendered the 2030 mandate “advisory in nature and unenforceable.”
“The number one goal is to save money and adjust to the reality with clean energy,” Representative Mark Cusack, co-chair of the energy and utilities committee and the bill’s sponsor, told the local Commonwealth Beacon. He said the Trump administration’s “assault” on clean energy made the pullback necessary. “We want to get there, but if we’re going to miss our mandates and it’s not the fault of ours, it’s incumbent on us not to get sued and not have the ratepayers be on the hook,” he said.
Cusack’s bill also included measures to transform the state’s Mass Save program — which helps households and businesses to switch to electrified heating and appliances — by dropping the program’s climate mandate and its ban on buying efficient natural gas appliances.
On Monday, lawmakers removed the mandate provision from the bill but preserved its other reforms. While the bill is no longer fast tracked, they could choose to revisit the legislation as soon as next year.
New Jersey may also revisit its own climate commitments. Governor-elect Mikie Sherrill swept to victory this month in part by promising to freeze state utility rates. She could do that in part by lifting or suspending certain “social benefit charges” now placed on state power bills.
In the long term, though, Sherrill will have to pursue other policies to lower rates. Researchers at Evergreen Action and the National Resources Defense Council have argued that changing the state’s electricity policies could lower carbon emissions while saving ratepayers more than $400 a year by 2030.
Balik described the proposal as a “three-legged stool” of immediate rate relief, medium-term clean energy deployment, and long-term utility business model reform. He also mourned that other states have not used revenue from their climate programs to pay for climate programs.
“There’s a danger of looking at cost concerns a little myopically,” he said. “Cap and invest [in New York] was paused for the stated reason that it’s not helpful with cost, but you could use cap-and-invest revenues to pay for things on the rate base now.”