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Last time around they were bulwarks for climate action. This time is different.

This story is part of a Heatmap series on the “green freeze” under Trump.
Following Donald Trump’s election in November, climate advocates self-soothed with the conviction that cities and states would continue carrying the banner in the absence of federal climate action. That’s what happened during Trump’s first presidency, after all. When he pulled the U.S. out of the Paris Agreement in 2017, hundreds of local governments declared they were “still in” on climate, and a new wave of state and local climate policies swept the country.
By the time Biden stepped into the White House four years later, many of these communities had climate plans either in place or in progress. When his administration passed the Infrastructure Investment and Jobs Act and the Inflation Reduction Act, setting aside billions of dollars for emissions reduction and climate adaptation projects, they were in a prime position to apply for funding. By November 2024, with most of that money doled out, it was easy to imagine how climate-forward cities could forge ahead, seeded by grants, regardless of what Trump did.
Except then Trump did the thing that many assumed he would not — because he legally could not — do. He froze and is now trying to claw back congressionally appropriated, contractually obligated funds. And in so doing, he has thrown the prospects for cities as a last line of defense into question.
“In this administration, it’s a lot more chaotic,” Barbara Buffaloe, the mayor of Columbia, Missouri, told me. “There’s a lot more happening than I feel like there was in 2017, right at the get-go. Nobody knows what the universe is right now.”
Columbia was among those that joined the “still in” campaign in 2017. It adopted emissions reduction goals in 2018, and passed a climate action and adaptation plan in 2019. The Biden administration awarded the city more than $28 million across three separate federal grants to build electric vehicle charging stations, make electrical upgrades that would allow it to charge electric buses, and redesign its central business loop to be more walkable, bikeable, and safe.
All three of those grants are now up in the air. Buffaloe said she was told by state partners that the $2.1 million business loop planning grant from the Department of Transportation’s Reconnecting Communities program was paused. Columbia was the only city in Missouri to get a Charging and Fueling Infrastructure Grant from the DOT, with the $3.6 million supposed to help pay for EV chargers at the library and the airport. The city is moving ahead with initial activities like environmental reviews and preliminary engineering in the hope that funds to build the actual stations will be unfrozen by the time it’s ready to break ground. Regarding the $23 million bus infrastructure grant, part of a separate DOT program, she said the city hasn’t heard from its grant managers in about a month.
“We don’t know whether or not to continue on the projects,” she told me. “It’s that feeling of uncertainty and trepidation that is causing us the most anxiety. Our construction window is not year-round in Columbia, and because we’re a public institution, it takes a lot longer for us to put out bids and to start projects. We need to know if we have this budget or not.”
It’s not just the funding freeze leaving Columbia in a holding pattern. The city has a municipally-owned electric utility that had been looking to take advantage of “direct pay,” an option for nonprofit entities with no tax liability to collect federal renewable energy incentives as direct subsidies, to help it build more solar farms. But now Republicans in Congress are considering eliminating direct pay.
The funding freeze has put a lot of cities in this position where time-sensitive decisions are stalled. Hundreds of communities were awarded grants from the U.S. Department of Agriculture program to fund tree-planting for carbon mitigation and shade creation, for example. Some recipients have been told their grants were canceled altogether, others are still in the dark — their federal grant managers have been fired and no one is responding to their emails.
“They’re kind of at this point of, hey, do we put in the order for trees? We need to plant at certain times of the year,” Laura Jay, the deputy director of Climate Mayors, a national network of mayors working to address climate change, told me. “For a lot of these cities and programs, there’s key decisions that they have to be making, and when there’s uncertainty around it, it puts the city at a huge risk.” There’s financial risk, she said, in terms of spending money without knowing if it will get reimbursed, but also planning risks. A number of cities were awarded grants to purchase electric school buses, for example, and they need to make sure they are going to have enough to get kids to school.
As a larger, wealthier city, Columbia is in a better position than others. It collects revenue through a capital improvement tax that Buffaloe said could be used for climate projects. “We’ll do as much as we can,” she told me.
But in more rural areas, these grants represented a rare opportunity to modernize and build more equitable access to infrastructure.
“We’re in Southeast Ohio, which traditionally has been left behind when it comes to larger infrastructure projects,” Andrew Chiki, the deputy service-safety director in Athens, Ohio, told me. “We don’t have an interstate highway.”
Chiki helped lead a regional effort to apply for a Charging and Fueling Infrastructure Grant, the same program Columbia won funding from that is now frozen. He and his partners were awarded $12.5 million to build a corridor of electric vehicle chargers in 16 communities between Athens and Dayton. “One of our attempts with this was to answer the question, if EV adoption takes off the way that we are envisioning, how do we allow an on-ramp for communities that are already disadvantaged to be able to adopt?”
Chiki said they were still waiting to hear whether they could move forward with the project or not. Athens passed a resolution declaring a climate emergency in 2020, and adopted a target to reduce emissions by 50% over 10 years. The city has made some strides, Chiki said, by making buildings more energy efficient and installing solar on city-owned facilities. “We are still committed to doing as much as we can,” he told me.
But if the EV charging grant falls through, the smaller villages and towns between Athens and Dayton that don’t have the staff resources or capacity to apply for these types of grants will lose out, he said. “We would probably look at other types of funding sources, but it would make it incredibly difficult and not be nearly as broad as we want.”
There are some pots of money for local climate projects that have flown under the Trump administration’s radar. Last year, the South Florida ClimateReady Tech Hub, a consortium of local governments, schools, labor groups, and companies working to accelerate the development of climate technologies, won a $19.5 million grant from the Department of Commerce’s Economic Development Administration. The money came from the Biden-era CHIPS and Science Act, a law that Trump is pushing Congress to scrap but that Republicans have thus far defended. Tech Hub will use the funds to scale low-emissions cement that can be used for adaptation projects, energy efficiency, and workforce development, among other things.
Francesca Covey, the chief innovation and economic development officer for Miami-Dade County and regional innovation officer for the Tech Hub, told me the group has continued to have quarterly check-ins with federal partners and haven’t gotten any signal that the funding is in jeopardy. “It’s really been more business as usual,” she said. Covey also mentioned two pilot projects to build artificial reefs and seawalls in the area that had funding from the Department of Defense and were moving forward.
Still, the Tech Hub has adjusted its language to stay competitive in the new political environment. The group changed its name to the Risk and Resilience Tech Hub two weeks ago, Covey told me. “We wanted to underscore the economic imperative of the work,” she said, when I asked what motivated the name change. “Right now we’re finding that where we are getting the best traction with the private and public community is around risk. We wanted to make sure we were couching it in the right way.”
Ithaca, New York, on the other hand, which passed its own Green New Deal in 2019, is committed to its climate and equity-centric messaging. “We are not intending to change the narrative around what we’re doing,” Rebecca Evans, the city’s sustainability director, told me. “It’s still clean energy, and it is still because climate change is a threat to human existence. We are still going to prioritize black and brown populations and populations that experience poverty at various levels because they are most vulnerable to climate change.”
About 85% of Evans’ Green New Deal budget comes from federal sources, and at first she worried that was all at risk. In 2022 and 2023, Ithaca had received funding from what’s called “congressional directed spending,” or “earmarks,” in two federal appropriations bills, meaning that New York state lawmakers fought to get money set aside for the city. The first grant, worth $1 million, was for a hydrogen production and fueling project. The second, worth $1.5 million, was for a wide-ranging program to decarbonize the school system and enhance a local workforce development program to include new energy efficiency certifications. Both programs included explicit diversity, equity, and inclusion-related objectives, so Evans assumed they would be targeted by the Trump administration.
But on Tuesday, she was told by federal partners on the hydrogen grant that congressionally directed spending was not subject to Trump’s executive orders and got the greenlight to move into the next phase. Evans still hasn’t heard back from her federal partners on the second grant, but she’s more hopeful now that it will move forward.
Back when I first spoke to Evans, when things were more up in the air, she told me she worried that the Trump administration’s actions would cause advocates to lose hope. “I think anger can be a positive thing, but it’s the loss of hope, even if it’s marginal, that is truly, truly dangerous to this movement.”
Perhaps that’s why Evans, like all of the other local leaders I spoke with, projected optimism when I asked what they could accomplish over the next four years without federal support. She was already trying to find the money elsewhere, she said. “We can’t do all of the amazing things that we wanted to do, but we can still make progress,” she said.
“Cities are incredibly nimble and innovative,” Jay, of Climate Mayors, told me. “I think that they’re eager to and committed to keeping the work going. What that looks like, I think, is hard to figure out right now, because everyone’s kind of caught in the chaos of trying to figure out if they still have this funding or not. But they’re fully committed to making sure that this work is continuing.”
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The Federal Reserve raised the federal funds rate by a quarter point, the central bank announced Wednesday afternoon, its first rate change since Chairman Kevin Warsh took his seat in May and its first rate hike in over three years.
The federal funds rate will now sit between 3.75% and 4%. According to projections by regional Federal Reserve presidents and members of the Board of Governors, the central bank expects to hike rates one more time this year.
In its now characteristically brief statements, the Federal Open Market Committee said that the hike “will support a timelier return to the Committee's 2 percent goal” for inflation. Inflation is currently running at 3.4% and has been above the Fed’s 2% target since 2021.
The FOMC’s (brief) statement explaining the hike pointed to “resilient” domestic spending and “robust” capital investment. It characterized the economy as “expanding at a solid pace,” albeit with “elevated” uncertainty due to “geopolitical developments.”
This combination of factors — high oil prices due to the partial shutdown of the Strait of Hormuz and high investment in data centers — have helped push up yields on Treasury bonds, which helped maneuver the Federal Reserve into its rate hike. These rising Treasury yields have made raising capital more difficult for sectors besides artificial intelligence, very much including the capital-intensive renewable and clean energy industries.
Warsh attributed higher Treasury yields to “economic strength, competition for capital, and geopolitics,” in his press conference following the rate announcement. The yield on the 10-year treasury bond, often used as a benchmark for the cost of money throughout the economy, rose to over 5% on the news, the highest level since 2007.
Current conditions: The fast-moving Palos Fire blazed through 17 acres in Los Angeles’ La Habra Heights, injuring two • Heavy rain in São Paulo collapsed a dilapidated building, killing six • The heat index in the Mississippi Valley is topping 110 degrees Fahrenheit.
Two weeks after accusing data center opponents of wanting “to end up being backwards and poor,” President Donald Trump has landed on a new defense of the artificial intelligence buildout. It’s a lot like his old one for abdicating on the federal government’s responsibility to deal with climate-changing emissions. Essentially, it boils down to: My critics are making it all up. “It’s a hoax,” Trump told Nvidia CEO Jensen Huang during the five-minute call the executive put on speaker on stage at a conference Monday in Los Angeles. “The robots are not going to be taking over the world. That’s not going to happen.” He later posted on his Truth Social platform: “The AI Hoax being perpetrated by the Radical Left Dumocrats is reminiscent of their Global Warming Scam of not so long ago, where everyone was going to die from extreme heat. What happened? MAKE AMERICA GREAT AGAIN!!!” Three-quarters of Americans are now opposed to data centers in their backyards, according to Heatmap Pro’s poll from last month. But Trump has recently bucked with some populist positions on technology that have cross-partisan appeal. While law-and-order Republicans in red states are now turning against the Flock cameras that watch for petty crime, Trump defended the technology in a recent Air Force One chat with reporters. “Trump deserves more respect for his anti-slopulist instincts,” Peter Meijer, a former Republican member of Congress who voted to impeach Trump during his previous administration, wrote in a post on X.
Nvidia’s emissions, meanwhile, appear to be soaring. A new Greenpeace analysis of Nvidia’s own climate reports by the pro-renewables analyst Ketan Joshi found that emissions relating to the supply chain for chip manufacturing soared by 725% since 2020, adding nearly 10 million metric tons of carbon dioxide to the atmosphere.

You wouldn’t believe some of the conditions I have heard placed on owners of hydroelectric dams seeking to relicense major clean power projects. There are obvious demands from regulators for things like new infrastructure to help migrating fish pass down a river. Then there are the less obvious, such as building an amphitheater for Boy Scouts or paving new roads far from a dam or its water source. In what the trade group called a first-of-its-kind analysis, the National Hydropower Association reviewed more than 5,000 mandatory conditions across 4,819 licensing documents filed between 1980 and 2026 in 46 states. Dam owners would need to agree to the legally binding requirements, imposed by either state or federal agencies, before a final operating license could be issued. Compared to earlier licenses, hydropower plants today “carry roughly 10 times as many mandatory conditions,” the trade association wrote in its report. “To make matters worse, many conditions are unrelated to energy production and are essentially ‘wish list’ items that hydropower producers are asked to fund, ranging from road construction unrelated to the projects to building fish passage far beyond where the fish actually are (or even could be),” the organization said. Over the next decade, 348 hydropower permits representing 12 gigawatts of capacity are due for relicensing. Many of those facilities are small, and the trend recently has been for companies to simply surrender their licenses and close up shop rather than make costly renovations.
“I urge anyone who cares about reliable, affordable power to read this groundbreaking study,” Malcolm Woolf, NHA’s top executive, said in a statement. “Hydropower, a superhero of the grid and an American icon of energy production, is at great risk due to a broken regulatory framework. Relicensing an existing hydropower facility often takes decades and costs millions of dollars. If these facilities go away, so does the affordable power they produce, the good jobs they create, and the critical infrastructure and ecosystem care they provide.”
Back in May, I told you that South Korea — arguably the most competent builder of atomic power reactors in the democratic world — was “coming to America’s nuclear rescue.” Last week, we discussed the possibility of Seoul’s state-owned nuclear company building reactors in the U.S. as part of a trade pact with the Trump administration. Now we have a clearer picture of where those negotiations may be going. On Tuesday, The Korea Economic Daily reported that South Korea is seeking a roughly 15% stake in Westinghouse, the maker of America’s flagship nuclear reactor, and a seat on its board as part of any deal with Washington. The move, the newspaper noted, is designed to “turn a U.S. request for Korean capital into a strategic foothold in America’s nuclear buildouts.” Ownership by one of America’s closest East Asian allies would be nothing new for Westinghouse, which was owned in the mid 2000s by the Japanese industrial giant Toshiba. Today Westinghouse is a privately held joint venture between the publicly traded investment behemoth Brookfield Asset Management and the Canadian uranium miner Cameco, but the company filed confidential paperwork to the Securities and Exchange Commission in July as a first step toward going public on the stock market.
The market only appears to be expanding. Global nuclear capacity could more than triple by 2060, according to this week’s latest forecast from the International Atomic Energy Agency, the United Nations affiliate that oversees nuclear technologies worldwide.
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Spend a few minutes scrolling through a comedy fan’s TikTok stream and you’ll find skits playing to the same memetic trope, an anthropomorphized caricature of an incompetent, mistake-prone AI agent guzzling and spilling lots of water. It’s no wonder the joke has already become hack. More than three-quarters of Americans are at least somewhat concerned about the environmental impact of AI, and half are extremely or very concerned, according to data from the latest annual poll from the University of Chicago’s Energy Policy Institute and the AP-NORC Center for Public Affairs Research. In every case, self-identified Democrats are more concerned about environmental issues than Republicans. While 40% of Democrats expressed concern over the environmental impacts of cryptocurrency, just 18% of Republicans said the same. With meat, the ration is 42% to 21%. With air travel, it's Democrats at 38% and Republicans at 17%. But interests converge slightly more on data centers, with 65% of Democrats and 42% Republicans extremely or very concerned about the environmental impacts of AI.
In theory, the late 20th century liberalization of America’s electricity markets should have put a premium on transmission companies building new arteries in the system. In practice, the high cost and grave risk of taking on dozens, sometimes droves, of landowners for right of way to build a power line that stretches hundreds of miles across multiple regional grids makes the task almost impossible, particularly in markets where a power company can’t offset the cost of new lines with other sources of revenue such as generation or power sales. A new report by the Center for Public Enterprise has concluded that “only the federal government can intervene to sew together this national macrogrid by bridging the jurisdictional divides between utilities and regions, instituting planning pipelines with access to finance and cost recovery, and fixing interconnection procedures.” As of yet, that looks unlikely beyond the increased focus on regional planning under the Federal Energy Regulatory Commission’s Order 1920. The rule is facing legal challenges that aren’t expected to be resolved until next year, according to Ari Peskoe, director of Harvard Law School’s Electricity Law Initiative.
When I visited Commonwealth Fusion Systems’ headquarters in Massachusetts earlier this summer, I saw how much progress the company had made toward building what could be the world’s first power-producing fusion reactor, called SPARC. To work, the interior of the torus-shaped, doughnut-like reactor needs to be very cold so magnets can pick up on the contrast in temperatures with the extremely hot plasma fusing together. That’s where the cryogenics come in. The facility’s cryogenics equipment is now up and running, the company said on Wednesday, marking yet another milestone toward next year’s anticipated start up. “That temperature, a few degrees above absolute zero, is what’ll enable our magnets to bottle up a superhot cloud of charged particles called a plasma so fusion can occur,” Adam Weiner, the director of cryogenics at Commonwealth Fusion Systems, said in a statement.
Rob talks with climate and data expert Hannah Ritchie about her new platform, U.S. Energy Data.
America has some of the world’s best data about its own internal energy, industrial economy, and carbon emissions. That’s thanks to a federal agency called the U.S. Energy Information Administration, which painstakingly collects and updates the data every week.
But EIA data can be hard to access — and even harder to share and understand. A new project aims to change that. U.S. Energy Data takes federal energy data and repackages it, helping amateurs and experts understand the power grid, liquid fuels, and more. It is now the easiest way to make and share charts with federal energy data.
On this episode of Shift Key, Rob is joined by Hannah Ritchie, a data scientist and writer who advised and prototyped US Energy Data. She is also the author of Not the End of the World and Clearing the Air, as well as a senior researcher at the University of Oxford and the deputy editor at Our World in Data. Rob and Hannah discuss how the platform came together, what makes it such a valuable resource, and what we can learn from it about the state of the energy transition.
Shift Key is hosted by Robinson Meyer, the founding executive editor of Heatmap News.
Subscribe to “Shift Key” and find this episode on Apple Podcasts, Spotify, Amazon, YouTube, or wherever you get your podcasts.
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Here is an excerpt from their conversation:
Robinson Meyer: One thing that I so appreciate about your work, incluidng two books about climate change and Our World in Data, is that it is grounded, as it says in the title, in data. And that means that unlike those of us who are maybe in the news cycle every day and following the vagaries of policy moving one way and then moving the other way, having a framework through which to understand the world, I think a data-driven framework especially, means that you can update more slowly. And at least when you update your worldview, it’s grounded in a change which is surprising you or important, or that’s standing out, you know, in the real world, and not just in the kind of discursive or political world that we tend to cover.
At the risk of asking a very large question, how are you feeling about global decarbonization at the moment? As someone who works in the data, who looks at the data, what do you think hasn’t been noticed at the moment? I have a candidate here, but I’m curious what you think as well.
Hannah Ritchie: I think that in terms of global decarbonization, I’m still pretty optimistic. And I think one of the key distinctions there, I think when it comes to these discussions, we do naturally focus on the U.S.. And I think decarbonization in the U.S. has gone slowly, and too slowly, and has faced setbacks. And I think there is the temptation to extrapolate that view and say, well, the world is not doing well on decarbonization. And I don’t think that’s correct. I think, to not be too much of a centrist on this, we’re not going as fast as I would like, or what we frame as what we should need to be. But I do actually think that things are moving pretty quickly and accelerating in other parts of the world.
And I think the challenge there is, I think people are not saying that, yes, China is moving very quickly on this. But a key point there is, if you look at other countries, low- and middle-income countries across Latin America or Sub-Saharan Africa or Asia, many of those countries are also moving fast. And I think that’s underappreciated. And I think they’re moving fast because the energy transition and electrification and decarbonization just increasingly makes economic sense to do so.
So I guess the trade-off between increasing energy services for people — for which, in many low- and middle-income countries, that’s just a core part of development. And a key priority is no longer incompatible with also doing that in a relatively low-carbon way, and I think that’s a really key, underappreciated point, and you start to see that in these annual updates of what happened in the last year, and I think you miss it if you’re only looking at, you know, the headline from yesterday and the headline from today.
You can find a full transcript of the episode here.
Mentioned:
Previously on Shift Key: Daniel Palken of Arnold Ventures joined us to discuss permitting reform
This episode of Shift Key is sponsored by …
RE+ 26 is the largest clean energy event in North America, happening November 16th through 19th at the Las Vegas Convention Center. Register at re-plus.com and use code SHIFTKEY20 to save 20% off a Full Conference pass.
Music for Shift Key is by Adam Kromelow.