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New research casts doubt on a popular climate solution.

A lengthy report from the nonprofit World Resources Institute released Thursday warns of a “growing land squeeze” where increasing demand for food, housing, and wood is threatening the world’s prospects for tackling climate change. Adding to the competition, the authors argue, is something that’s been broadly advertised as a climate solution — the use of mass timber.
Architects and sustainable building advocates have been spreading the gospel about mass timber for at least a decade. The idea is that replacing carbon-intensive materials like concrete and steel with wood can reduce the climate impact of building stuff. Forests suck up carbon from the atmosphere, and using that timber in the built environment is one way to lock it away more permanently.
Countless articles and photo essays and magazine stories featuring sanctuary-like skyscrapers made of wood have painted it as a no-brainer for sustainability. The concept has also been backed up by academic research published in peer-reviewed journals.
But according to Timothy Searchinger, a senior research scholar at Princeton University and the lead author of the land squeeze report, they’ve been looking at the carbon footprint of timber the wrong way. “What they’re really doing is treating land and plant growth as free,” Searchinger told me.
Mass timber advocates often emphasize that the wood must be “carbon neutral” and come from sustainably managed forests. The idea is that as long as the amount of wood removed from a forest for construction matches the forest’s growth that year, there’s no net impact on the climate. “What that misses,” said Searchinger, “is that if you didn’t harvest it, the forest would grow and absorb carbon. You’re keeping that added growth from happening.”
This is often called the “opportunity cost,” i.e. “the loss of potential gain from other alternatives when one alternative is chosen,” as the Oxford dictionary puts it. Not all researchers agree that it’s always appropriate to account for this kind of what-if scenario. Some told me that you can't assume forests have the ability to perpetually accumulate more carbon — mature forests reach a sort of stasis.
But Searchinger and his co-authors highlight another frequent accounting error with mass timber. Only a small portion of the wood harvested makes it into the final product. Some of it is lost to roots and bark and other debris left behind in the forest or burned, and some of it goes into shorter-lived products like wood chips and paper that decompose and release carbon in a matter of years. “So only a small amount actually gets into the building. All that other carbon is emitted. That is what they’re ignoring,” said Searchinger.
The authors analyzed a number of different scenarios with different types of wood sourced from different types of forests, with greater and greater amounts diverted to construction, searching for any conditions that would make mass timber pencil out as a net benefit for the climate compared with concrete and steel. Few did.
There were more or less two conditions that had to be met to see significant carbon savings. At least 70% of the wood harvested had to make it into the construction product, and the wood needed to be sourced from a fast-growing tree farm. The problem with that, Searchinger told me, is that all of our existing tree plantations are meeting existing demand for other wood products. “So there’s no free lunch out there.”
The calculus could shift if we’re able to reduce demand for other wood products, he said, but by then we may have figured out how to affordably cut emissions from the production of steel and concrete.
I sent the paper to several outside experts who were critical of its findings. One issue they raised was that some forests, when they are not managed, become more susceptible to severe wildfires, disease, and other disturbances, and can thus turn into net sources of carbon emissions as trees burn or rot. Austin Himes, an ecologist at Mississippi State University, told me that in the western U.S., for example, there's good evidence that removing timber and excess fuel can make the remaining forest more resilient and enable it to suck up more carbon.
Himes also stressed that this kind of analysis is complex, and the results are sensitive to tons of assumptions about location, transportation, manufacturing, and what happens to any material that doesn’t make it into the final product. But most of the literature he’s seen strongly suggests that using wood in construction to meet growing demand in our cities is going to have long term benefits.
“There’s uncertainty around that conclusion and this report highlights some of that, and so there’s obviously need for continually assessing a lot of those assumptions,” he said, “but this is one report based on one model and one set of assumptions.”
I also spoke with Beverly Law, a forest ecologist at the Oregon State University, whose research is cited extensively in the report and who praised its findings. She echoed Himes' statement that there is a lot of uncertainty about how to accurately account for the emissions benefits of substituting wood for concrete or steel, but she agrees with the new report that those benefits have been widely overestimated. “Substitution gets really hard,” Law said. “It’s a number that people can fiddle with.”
She pointed me to a 2019 paper by ecologist Mark Harmon which questioned common assumptions made when calculating the emissions benefits of substituting wood for concrete or steel, including not accounting for the fact that the energy used to produce concrete and steel is getting cleaner as coal is replaced with natural gas and renewables on the grid. Innovations in concrete also have the potential to turn the material into a carbon sink.
The bigger picture painted by the land squeeze report should give any mass timber advocate pause, even putting the carbon analysis aside. Demand for wood is expected to rise dramatically between now and 2050, without a growing mass timber industry. The authors estimate that an area roughly the size of the continental United States could be harvested for wood by then, releasing 3.5 to 4.2 billion tons of carbon dioxide per year, or more than 10% of recent annual global emissions.
Searchinger’s team does offer recommendations to shrink those numbers, including expanded recycling of wood products, reduced use of packing materials, the adoption of more efficient wood-burning stoves, and aid to developing countries to move away from wood-based heating systems. There's also potential to increase yields from existing tree farms.
Beyond wood products, the report also raises big, difficult questions about how we might use land more efficiently to feed and house a growing population on a finite planet, especially as tackling climate change requires preserving and restoring natural habitats to store more carbon.
As Searchinger and his co-authors wrote in a blog post about the report, “Given this squeeze, it is dangerous to adopt policies that encourage yet more human demands for land and its outputs.”
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According to a new analysis shared exclusively with Heatmap, coal’s equipment-related outage rate is about twice as high as wind’s.
The Trump administration wants “beautiful clean coal” to return to its place of pride on the electric grid because, it says, wind and solar are just too unreliable. “If we want to keep the lights on and prevent blackouts from happening, then we need to keep our coal plants running. Affordable, reliable and secure energy sources are common sense,” Chris Wright said on X in July, in what has become a steady drumbeat from the administration that has sought to subsidize coal and put a regulatory straitjacket around solar and (especially) wind.
This has meant real money spent in support of existing coal plants. The administration’s emergency order to keep Michigan’s J.H. Campbell coal plant open (“to secure grid reliability”), for example, has cost ratepayers served by Michigan utility Consumers Energy some $80 million all on its own.
But … how reliable is coal, actually? According to an analysis by the Environmental Defense Fund of data from the North American Electric Reliability Corporation, a nonprofit that oversees reliability standards for the grid, coal has the highest “equipment-related outage rate” — essentially, the percentage of time a generator isn’t working because of some kind of mechanical or other issue related to its physical structure — among coal, hydropower, natural gas, nuclear, and wind. Coal’s outage rate was over 12%. Wind’s was about 6.6%.
“When EDF’s team isolated just equipment-related outages, wind energy proved far more reliable than coal, which had the highest outage rate of any source NERC tracks,” EDF told me in an emailed statement.
Coal’s reliability has, in fact, been decreasing, Oliver Chapman, a research analyst at EDF, told me.
NERC has attributed this falling reliability to the changing role of coal in the energy system. Reliability “negatively correlates most strongly to capacity factor,” or how often the plant is running compared to its peak capacity. The data also “aligns with industry statements indicating that reduced investment in maintenance and abnormal cycling that are being adopted primarily in response to rapid changes in the resource mix are negatively impacting baseload coal unit performance.” In other words, coal is struggling to keep up with its changing role in the energy system. That’s due not just to the growth of solar and wind energy, which are inherently (but predictably) variable, but also to natural gas’s increasing prominence on the grid.
“When coal plants are having to be a bit more varied in their generation, we're seeing that wear and tear of those plants is increasing,” Chapman said. “The assumption is that that's only going to go up in future years.”
The issue for any plan to revitalize the coal industry, Chapman told me, is that the forces driving coal into this secondary role — namely the economics of running aging plants compared to natural gas and renewables — do not seem likely to reverse themselves any time soon.
Coal has been “sort of continuously pushed a bit more to the sidelines by renewables and natural gas being cheaper sources for utilities to generate their power. This increased marginalization is going to continue to lead to greater wear and tear on these plants,” Chapman said.
But with electricity demand increasing across the country, coal is being forced into a role that it might not be able to easily — or affordably — play, all while leading to more emissions of sulfur dioxide, nitrogen oxide, particulate matter, mercury, and, of course, carbon dioxide.
The coal system has been beset by a number of high-profile outages recently, including at the largest new coal plant in the country, Sandy Creek in Texas, which could be offline until early 2027, according to the Texas energy market ERCOT and the Institute for Energy Economics and Financial Analysis.
In at least one case, coal’s reliability issues were cited as a reason to keep another coal generating unit open past its planned retirement date.
Last month, Colorado Representative Will Hurd wrote a letter to the Department of Energy asking for emergency action to keep Unit 2 of the Comanche coal plant in Pueblo, Colorado open past its scheduled retirement at the end of his year. Hurd cited “mechanical and regulatory constraints” for the larger Unit 3 as a justification for keeping Unit 2 open, to fill in the generation gap left by the larger unit. In a filing by Xcel and several Colorado state energy officials also requesting delaying the retirement of Unit 2, they disclosed that the larger Unit 3 “experienced an unplanned outage and is offline through at least June 2026.”
Reliability issues aside, high electricity demand may turn into short-term profits at all levels of the coal industry, from the miners to the power plants.
At the same time the Trump administration is pushing coal plants to stay open past their scheduled retirement, the Energy Information Administration is forecasting that natural gas prices will continue to rise, which could lead to increased use of coal for electricity generation. The EIA forecasts that the 2025 average price of natural gas for power plants will rise 37% from 2024 levels.
Analysts at S&P Global Commodity Insights project “a continued rebound in thermal coal consumption throughout 2026 as thermal coal prices remain competitive with short-term natural gas prices encouraging gas-to-coal switching,” S&P coal analyst Wendy Schallom told me in an email.
“Stronger power demand, rising natural gas prices, delayed coal retirements, stockpiles trending lower, and strong thermal coal exports are vital to U.S. coal revival in 2025 and 2026.”
And we’re all going to be paying the price.
Rural Marylanders have asked for the president’s help to oppose the data center-related development — but so far they haven’t gotten it.
A transmission line in Maryland is pitting rural conservatives against Big Tech in a way that highlights the growing political sensitivities of the data center backlash. Opponents of the project want President Trump to intervene, but they’re worried he’ll ignore them — or even side with the data center developers.
The Piedmont Reliability Project would connect the Peach Bottom nuclear plant in southern Pennsylvania to electricity customers in northern Virginia, i.e.data centers, most likely. To get from A to B, the power line would have to criss-cross agricultural lands between Baltimore, Maryland and the Washington D.C. area.
As we chronicle time and time again in The Fight, residents in farming communities are fighting back aggressively – protesting, petitioning, suing and yelling loudly. Things have gotten so tense that some are refusing to let representatives for Piedmont’s developer, PSEG, onto their properties, and a court battle is currently underway over giving the company federal marshal protection amid threats from landowners.
Exacerbating the situation is a quirk we don’t often deal with in The Fight. Unlike energy generation projects, which are usually subject to local review, transmission sits entirely under the purview of Maryland’s Public Service Commission, a five-member board consisting entirely of Democrats appointed by current Governor Wes Moore – a rumored candidate for the 2028 Democratic presidential nomination. It’s going to be months before the PSC formally considers the Piedmont project, and it likely won’t issue a decision until 2027 – a date convenient for Moore, as it’s right after he’s up for re-election. Moore last month expressed “concerns” about the project’s development process, but has brushed aside calls to take a personal position on whether it should ultimately be built.
Enter a potential Trump card that could force Moore’s hand. In early October, commissioners and state legislators representing Carroll County – one of the farm-heavy counties in Piedmont’s path – sent Trump a letter requesting that he intervene in the case before the commission. The letter followed previous examples of Trump coming in to kill planned projects, including the Grain Belt Express transmission line and a Tennessee Valley Authority gas plant in Tennessee that was relocated after lobbying from a country rock musician.
One of the letter’s lead signatories was Kenneth Kiler, president of the Carroll County Board of Commissioners, who told me this lobbying effort will soon expand beyond Trump to the Agriculture and Energy Departments. He’s hoping regulators weigh in before PJM, the regional grid operator overseeing Mid-Atlantic states. “We’re hoping they go to PJM and say, ‘You’re supposed to be managing the grid, and if you were properly managing the grid you wouldn’t need to build a transmission line through a state you’re not giving power to.’”
Part of the reason why these efforts are expanding, though, is that it’s been more than a month since they sent their letter, and they’ve heard nothing but radio silence from the White House.
“My worry is that I think President Trump likes and sees the need for data centers. They take a lot of water and a lot of electric [power],” Kiler, a Republican, told me in an interview. “He’s conservative, he values property rights, but I’m not sure that he’s not wanting data centers so badly that he feels this request is justified.”
Kiler told me the plan to kill the transmission line centers hinges on delaying development long enough that interest rates, inflation and rising demand for electricity make it too painful and inconvenient to build it through his resentful community. It’s easy to believe the federal government flexing its muscle here would help with that, either by drawing out the decision-making or employing some other as yet unforeseen stall tactic. “That’s why we’re doing this second letter to the Secretary of Agriculture and Secretary of Energy asking them for help. I think they may be more sympathetic than the president,” Kiler said.
At the moment, Kiler thinks the odds of Piedmont’s construction come down to a coin flip – 50-50. “They’re running straight through us for data centers. We want this project stopped, and we’ll fight as well as we can, but it just seems like ultimately they’re going to do it,” he confessed to me.
Thus is the predicament of the rural Marylander. On the one hand, Kiler’s situation represents a great opportunity for a GOP president to come in and stand with his base against a would-be presidential candidate. On the other, data center development and artificial intelligence represent one of the president’s few economic bright spots, and he has dedicated copious policy attention to expanding growth in this precise avenue of the tech sector. It’s hard to imagine something less “energy dominance” than killing a transmission line.
The White House did not respond to a request for comment.
Plus more of the week’s most important fights around renewable energy.
1. Wayne County, Nebraska – The Trump administration fined Orsted during the government shutdown for allegedly killing bald eagles at two of its wind projects, the first indications of financial penalties for energy companies under Trump’s wind industry crackdown.
2. Ocean County, New Jersey – Speaking of wind, I broke news earlier this week that one of the nation’s largest renewable energy projects is now deceased: the Leading Light offshore wind project.
3. Dane County, Wisconsin – The fight over a ginormous data center development out here is turning into perhaps one of the nation’s most important local conflicts over AI and land use.
4. Hardeman County, Texas – It’s not all bad news today for renewable energy – because it never really is.