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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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Hint: It’s one that tends to align with utilities.
Building trades want to build.
This desire for more and better big projects has meant that unions representing construction workers, utility linemen, operating engineers, plumbers, pipefitters, and so on have spent past decade-plus ping-ponging between praise and exasperation toward major Democratic priorities, especially when it comes to climate and energy policy.
Now, with a permitting bill negotiated by two Democrats and two Republicans in the Senate, much of the hardhat union sector is signing on as eager supporters. If the rest of the Democratic coalition can sign on to the bill, it may go some way to repairing a breach that has been widening since the Obama administration.
The modern fight over U.S. energy infrastructure began with a Canadian pipeline project.
Building trades were some of the most fervent advocates for the Keystone XL pipeline, which would have brought oil from the tar sands of Canada’s Alberta province into the continental United States — a project that Presidents Barack Obama and Joe Biden both opposed and which the latter finally canceled in 2021.
In the interim, the first Trump administration tested these unions’ historic allegiance with Democrats as the left became more vocal on climate policy. After Senator Ed Markey and Representative Alexandria Ocasio-Cortez released their Green New Deal outline in 2019, the AFL-CIO sent the two progressives a letter saying their plan “makes promises that are not achievable or realistic.” The signatories also included the United Mine Workers, the International Brotherhood of Electrical Workers, and eight more building trades, hardhat unions and federations that would be threatened by a rapid transition to 100% renewable energy. The signatory unions represented a little under 3 million of the AFL-CIO’s then roughly 12.5 million members.
“The broad trajectory is that the building trades unions have been supportive of building pretty much anything, whether it’s fossil, whether it’s data centers, whether it’s clean energy,” Todd Tucker, director of the industrial policy and trade program at the Roosevelt Institute, told me.
Actual Democratic policymaking turned out to be more favorable to unions, with infrastructure spending, money for domestic manufacturing, prevailing wage requirements, and subsidies for nuclear power and carbon capture all spurring infrastructure work during the Biden years. North America’s Building Trades Unions described the 2021 bipartisan infrastructure law as the “single greatest infrastructure investment in our nation’s history,” while the Laborers’ International Union of North America, a.k.a. LIUNA, praised the 2022 Inflation Reduction Act for “taking a commonsense approach to our energy needs.”
Now, it’s environmental groups that are either opposed to or mum on a piece of infrastructure legislation — the Bipartisan American Affordability and Jobs Act — while most of the building trades support it.
The United Association of Journeymen and Apprentices of the Plumbing and Pipefitting Industry of the United States and Canada, otherwise known as the UA, signed the anti-Green New Deal letter and had a project labor agreement with the developer of the Keystone XL pipeline, but came out in support of the permitting deal. So did LIUNA and the International Union of Operating Engineers.
“In our industry, uncertainty means one thing: unemployment,” UA General President Mark McManus said in a statement. “It is long past time that Congress enacts meaningful permitting reform to put UA members to work faster.”
LIUNA’s president Brent Booker described BAAJA in a statement as a “monumental bipartisan permitting reform bill,” and urged “lawmakers in both parties to seize this moment, pass the Bipartisan American Affordability and Jobs Act of 2026, and finally deliver meaningful permitting reform.”
John Downey, the president of the Operating Engineers union, which signed a letter imploring the Biden-Harris transition team to maintain the Keystone pipeline’s permits, said in a statement that the union “applauds the bipartisan effort” on BAAJA, and that the “Operating Engineers look forward to working with Congress to pass this critical bipartisan bill.” Other Keystone XL supporters including the National Association of Manufacturers and the Chamber of Commerce have also come out in support of BAAJA.
There are a few industry and union players, however, that have been notably more circumspect: groups representing utilities and the International Brotherhood of Electrical Workers.
The Edison Electric Institute, the trade group for investor-owned utilities, has in the past supported overhauling the National Environmental Policy Act and Clean Water Act, which the bill would do. The group’s chief executive, Drew Maloney, told reporters after the release of the bill text that it was “encouraged” by the permitting provisions in BAAJA and was “reviewing” the transmission provisions.
The transmission provisions are largely seen as hostile to incumbent utilities. Many in Washington — especially Republicans — see them as a sign of decreasing utility clout. The bill would encourage and enable greater state and federal oversight of utilities’ infrastructure buildouts and would restrict the utilities’ “right of first refusal” on building new transmission lines. Many ratepayer advocates argue that these projects do more to build out the utility rate base than to increase grid reliability
This stance — supportive of permitting reforms, wary of grid provisions — puts utilities in a kind of mirror image with big environmental groups like the Natural Resources Defense Council, which is friendly to the transmission portions of the bill but skeptical of the permitting portions.
Senator Kevin Cramer, a North Dakota Republican and himself a former utility regulator, warned utilities to “not get carried away” in trying to push for changes to the deal, Punchbowl News reported.
“What I’m really watching these days around the Senate BAAJA bill is where does the IBEW end up,” Tucker told me.
An IBEW spokesperson told me the union is “reviewing the language and holding discussions with stakeholders across our industries. We represent workers across affected industries (utilities, transmission, construction, etc.), so the details are very important.”
The IBEW has just over 900,000 members, including construction electricians, utility linemen, technicians, and operators, with particularly strong representation within utilities. The union also has special political influence due to its large and widespread membership — anywhere there’s a power line, there’s likely one of the IBEW’s more than 800 locals.
Utility watchdogs like David Pomerantz, executive director of the Energy and Policy Institute, are not surprised to see utilities and the IBEW taking similar (non-)stances toward the bill.
He told me the IBEW is a particularly potent force on issues affecting utilities because “they’re a more acceptable face to the Democratic electorate,” referring to their lobbying in blue states and of Democratic politicians. “Among Democrats, the IBEW right now is much more palatable than the utilities.” The IBEW has been a counterweight to the Democrats’ and the public’s increasingly harsh turn against data centers, for instance, opposing moratoria in New England, the Mountain West, New York, and the Kansas City area.
The IBEW has also weighed in on more fine-grained utility policy, including right-of-first-refusal, well before the release of BAAJA. A union policy brief describes these as policies that “prioritize unionized utilities for critical projects, safeguarding labor standards and ensuring safe and efficient energy infrastructure development.” In Illinois, an IBEW local intervened in a rate case to oppose a proposed cut in the return on equity for local utility ComEd.
But the IBEW has also won project labor agreements for the type of long distance, high-voltage transmission projects that many climate and clean energy advocates hope the bill encourages.
“Some of their members work for the utilities and the utilities are getting rolled by this legislation, but some of the members work in construction and building,” Tucker told me.
The question going forward for the union, he said, is “do you align your union strategy with the current business model of your current employers? Or do you make a bet that these new jobs that are getting created and new builds are going to net out positive?”
On Indonesia’s climate win, hacking renewables, and John Cena’s ad
Current conditions: A tropical rainstorm in the southwestern Gulf of Mexico, likely strengthening into what would become Tropical Storm Isaias, is poised to dump rain on the southeastern United States and may become the Atlantic’s first major hurricane of the year • Italy is bracing for a type of heavy rainstorm known as a nubifragio, set to soak Naples and Rome later this week • The Dome Fire in Yosemite National Park has burned about 7,000 acres, and officials determined it was sparked by humans.
If you can’t wait a decade or more for a new Westinghouse AP1000 or one of the small modular reactors under development, your best bet to get more nuclear electricity is probably to upgrade an existing reactor to squeeze more power out of it, a process known as “uprating.” In February, the Department of Energy gave out its largest-ever loan to Southern Company to fund up to 6 gigawatts of uprates across the utility’s nuclear fleet. Last week, Amazon inked a 20-year deal with Constellation, the nation’s largest operator of nuclear reactors, to buy power from and uprate the Calvert Cliffs plant in Maryland. Google has now signed a deal with Constellation aimed at wringing out 890 megawatts of new power from 11 reactors across PJM Interconnection, the nation’s second-largest and arguably most stressed grid system. Asked whether the uprates are a sufficient replacement for building new reactors, Raiford Smith, Google’s head of power and energy for the cloud, said there was plenty of demand to go around. “New data centers are coming on at a gigawatt a clip,” he told me yesterday. “That means even with all the uprates, there’s still more to come.” Software giant Oracle also announced a deal last week to buy $300 million of nuclear power from a NextEra nuclear plant in Wisconsin to help fund its increased fuel costs.
In a sign of progress on the country’s leading SMR design, the Texas grid has officially received an application for one of GE Vernova Hitachi Nuclear Energy’s BWRX-300 reactors. The 300-megawatt unit borrows from GE’s decades-long history of building boiling water reactors, and has a leg up on other SMRs given that Ontario Power Generation and the Tennessee Valley Authority, two of the continent’s biggest state-owned utilities, are building the first and second BWRX-300s, respectively. But the application to connect to the Electric Reliability Council of Texas’ power lines comes, per Bloomberg, from Blue Energy Global, a developer that has promised to build out modular power stations that convert seamlessly from gas to nuclear. While the company considers itself “reactor-agnostic,” it’s first focused on building out plants with the BWRX-300.
The Indonesian government has halted the clearing of an area of rainforest in Papua roughly the size of Maryland to make way for farmland to grow crops for food and biofuels. In twin announcements at a sustainability forum in Jakarta, Hashim Djojohadikusumo, President Prabowo Subianto’s special envoy for climate and energy, said the government would shift rice and sugarcane projects to degraded land, delivering a victory to both conservationists who sought to preserve vital habitats and carbon sinks and activists who sought to preserve indigenous cultures who depend on the forests. “This decision renews Indonesia’s leadership in showing how to expand agriculture while protecting nature,” Glenn Hurowitz, the founder and chief executive of the advocacy group Mighty Earth, said in a statement. In a post on X, journalist Michael Grunwald, who authored a landmark book about the climate impact of food production, called the news “a massive victory for the planet.”
For the past 18 years, John Murdock, an attorney and self-described conservative Christian, has served in the legal division at the Department of the Interior. But he resigned abruptly last month over what he called the Trump administration’s “deeply troubling assault on the rule of law.” Under the administration, he wrote in a blistering resignation letter obtained by the investigative site Public Domain, the “all of the above” energy strategy “has seemingly morphed into ‘one of the above,’ solely focused on fossil fuels.” Murdock highlighted “recent decisions to shutter nearly complete offshore wind projects and to pay TotalEnergies hundreds of millions of dollars to renounce wind leases” as examples of “an assault on logic and the American taxpayer.” He added: “We are headed in the wrong direction.
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About a week ago, I told you the European Union was considering delaying implementation of its methane rule by a year to avoid jacking up prices on imported gas even higher when exporters inevitably fell short of the bloc’s strict reporting requirements for emissions throughout the fossil fuel supply chain. Well, it’s happened. European Commission President Ursula von der Leyen told EU lawmakers the postponement would save money. Her energy minister, Dan Jørgensen, cautioned that “we do not foresee this to be more than one year,” Reuters reported.
Meanwhile, Dutch researchers at the internet-scanning firm Modat told Reuters that hackers could seize full control of roughly 181 wind and solar sites around Europe and tamper with the administrative systems of thousands more. One wind turbine’s web page showed live data, “start,” “stop,” and “reset” buttons, and the turbine locations. “What we can map in hours, an attacker can map in hours too,” the report said. The researchers encouraged operators to take admin interfaces off the internet immediately.
Japanese automakers may be notoriously behind China on making electric vehicle batteries. But Suzuki has just released its first electric kei car — that beloved category of ulta-compact Japanese vehicles — using BYD’s batteries but undercutting the Chinese auto giant’s cheapest EV. The new Suzuki e-SKY will beat out BYD’s Racco as Japan’s cheapest mini EV, starting at about $13,500, according to Electrek.

The renewables industry is tapping in a WWE champion to make its case. John Cena stars in a new ad series backed by a consortium of wind and solar companies. “How powerful is clean energy?” he asks. “Pretend this is solar,” he says, flexing his right bicep. Flexing the left, he says: “And this is wind.” He then proceeds to obliterate a boulder by punching it into a statue of himself. It’s funny and charming.
Rob talks with the U.S. auto giant”s VP of batteries and sustainability, Kurt Kelty.
There are two big trends in the American battery sector at the moment. The first is that the electric vehicle market is deteriorating. GM, for instance, sold just 25,000 EVs in the third quarter of this year. Ford sold 6,000 EVs. Even the long-awaited return of the Chevy Bolt sold just 8,000 units — a small fraction of the vehicle’s already-limited production run. At the same time, the data center boom and the return of electricity growth is boosting batteries of all kinds not designed to power EVs.
Our guest today is in charge of navigating those opposing trends and figuring out what comes next. Kurt Kelty started his career at Panasonic in 1993, where he led the company’s battery research lab. He then went on to Tesla, helping to build the first Gigafactory. Since February 2024, he’s been vice president of battery and sustainability at GM. We talked about manufacturing generally, how the U.S. battery manufacturing sector should look, and how companies should be structured to compete globally, even though they’re making batteries for a mostly U.S. audience.
Shift Key is hosted by Robinson Meyer, the founding executive editor of Heatmap News.
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Here is an excerpt from their conversation:
Robinson Meyer: In 2024, GM retired the Ultium brand, except for the Ultium cells. And I would say that as an outsider, unlike other domestic automakers, the whole GM stack — where you have a single battery design that you then slot into different vehicles — seems to be working, and certainly seems to be producing profitable vehicles in a way that other automakers’ approaches were not.
So why retire the Ultium name? In traditional automakers, you talk about platforms and different cars designed on the same platform. But are there going to be a few platforms at GM, each with their own chemistry, and then you design different vehicles on top of that? Why get rid of Ultium when it seemed to be working?
Kurt Kelty: Yeah, so the way I look at the future when EV volumes really start to ramp up, we’re going to need prismatic form factor, pouch form factor, cylindrical form factor. We’re going to need nickel cell, high-nickel cells. We’re going to need some LMR cells. We’re going to need some LFP cells. We’re going to need it all. What we do here at GM is we design the right battery for the right application. And generally, depending on the need, you may need high-nickel. You may need LFP. Most likely, you’re going to need LMR in most of our applications. That’s what we think. And in some cases, the prismatic form factor will work best. In other cases, the cylindrical form factor will work best.
I do not see a future where we’re standardizing on a single chemistry or a single form factor. We tried to do that in the battery industry in the late ’90s when I was in the business, and all the laptop companies got together and said, we’re going to make a standard form factor, so we’re going to drive down costs. We made the form factor. Everybody signed up for it. Nobody used it. And nobody used it because it was ... The way to really customize your laptop was the battery. Everything else had been standardized.
At that point they had the hard drive, you had the floppy and the screen, and all those were standard components. The battery was the way you made it custom. And with EVs, it’s the same thing. The battery is going to decide your driving range, your acceleration, your space in the car, your safety of the car. I mean, it just determines so much about how fast you can charge it. All these things are determined by the battery. And so you’re not going to see a standard.
And so at GM, we are preparing for that by having this battery innovation center, this electrification powerhouse that we’ve got. It’s something that we’re really proud of. And in the future, we’re going to really take advantage of this.
You can find a full transcript of the episode here.
Mentioned:
The Senate’s Big Bipartisan Permitting Deal, Explained
On Rivian’s record-setting Q3
Previously on Shift Key: Data Centers Are Creating a New Kind of Battery Monster
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