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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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Current conditions: Colorado is digging out of its biggest snowstorm of the season, which dumped another six inches on Denver yesterday • Heavy rain and mudflows in Tajikistan have killed at least four people this week • Spring showers are drenching the Croatian island of Ugljan in the Kornati archipelago.
Electricity prices went up again last month, but as Heatmap’s Emily Pontecorvo reported this morning, it’s not because of the Iran War. The latest spike, which appears in a data update released this morning in Heatmap and MIT’s Electricity Price Hub, shows that prices were 6.7% higher, on average, than the same month the previous year. The 12-month trailing average, a measure that smooths out seasonal fluctuations in rates, was up 6.5% from a year ago.
While both of these stats represent new peaks — as is almost always the case with electricity prices over time — the overall growth in prices in April was not unusual, Emily wrote. “National average electricity prices have been increasing at a similar rate this year as they have during the past five years, with the exception of 2022, when there was a significant spike in the cost of natural gas. Natural gas plants generate the largest proportion of U.S. power, and the cost of the fuel has an outsized influence on our electricity prices.”
But some places, such as New Jersey and Washington, D.C., saw 21% and 25% increases, respectively, in their 12-month trailing averages due to strained dynamics in PJM, the electricity market they are part of, where power demand is outstripping supply. But Emily writes that: “The new April data also shows how sometimes electricity prices undergo big fluctuations for more arbitrary, and ultimately temporary reasons.” For example, some states such as California and Massachusetts issued dividends or rebates that reduced bills during hotter months when electricity costs typically rise.
See the data for yourself here..
We all know that the backlash to data centers is mounting. As I reported for Heatmap in February, the proportion of voters who strongly oppose developing server farms grew by an eye-popping 50% in just a few months. Now Heatmap’s Robinson Meyer has some exclusive data via our intelligence platform Heatmap Pro that really puts a fine point on how effective that political pushback has become. At least 20 proposed data centers were canceled amid local pushback during the first three months of 2026, smashing a record set only in the previous quarter. “The cancellations,” Rob wrote, “reveal the rapidly expanding backlash to data center construction has not yet peaked.” About 100 new data center fights were also added to Heatmap Pro’s database during the first quarter, another new record.
It’s no wonder why. Even the data centers owned by the richest man in the world aren’t fulfilling basic promises made to voters about the sustainability of the projects. Elon Musk pledged two years ago to build a state-of-the-art water recycling plant in Memphis, Tennessee, to guarantee that his xAI servers wouldn’t deplete the city’s groundwater. Now that Musk’s first data center dedicated to his AI chatbot is up and running, construction on the recycling facility has come to an abrupt halt.
Add this to the list of achievements for China’s booming offshore wind industry. China Three Gorges Corporation announced that it has completed the installation of a 16-megawatt floating offshore wind turbine off the coast of Guangdong province, in what offshoreWIND.biz described as “the world’s largest single-unit floating wind turbine platform.” The pilot project is located in waters nearly 44 miles offshore at depths of close to 165 feet. The developer called the installation a milestone toward deep-sea floating wind technology that could harness stronger air flows and expand the footprint of offshore wind into areas of the Pacific coastline where the continental shelf drops off steeply and close to shore. As in sectors such as solar panels and batteries, the floating wind industry is driven by fierce internal competition in China.
In the U.S., meanwhile, the developer that had planned to build the nation’s first floating offshore wind farm off central California just took a payout from the Trump administration in exchange for abandoning its federal lease. Golden State Wind was among two companies that followed French energy giant TotalEnergies in taking refunds from the Department of the Interior while promising to halt all offshore wind development in the future, as I wrote last month. And as I told you on Tuesday, California regulators are now investigating the developer.
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As the nation’s largest federally owned utility, the Tennessee Valley Authority is, in many ways, the closest thing the U.S. has to one of the giant state companies that handle nuclear construction in countries with major atomic energy sectors such as France, South Korea, or Japan. The TVA has recently refashioned itself as a testing ground for new American reactor technologies. The world’s second BWRX-300, the 300-megawatt boiling water reactor from GE Vernova Hitachi Nuclear Energy, is set to be built at the TVA’s Clinch River site. The first power purchase agreement between a next-generation reactor developer and a U.S. utility was Kairos Power’s Google-backed deal to sell electricity from its first commercial molten salt reactor to the TVA. The White House is even giving the TVA an early look at new rules coming out of the Nuclear Regulatory Commission. So it’s fitting that now the TVA is generating far more electricity from nuclear energy than this time last year. The utility’s nuclear fleet supplied 41% of its power in the first half of this year, compared to 31% in the same six-month window of 2025, Utility Dive reported. The milestone comes as Mike Skaggs, the TVA’s interim chief executive since CEO Don Moul announced his retirement last month, names nuclear as a top priority.
Type One Energy, a U.S.-based fusion company backed by Bill Gates’ Breakthrough Energy Ventures, has made a deal to develop its first commercial power plant in the United Kingdom within a decade. The consortium includes the U.S. engineering firm Aecom and the British fusion supplier Tokamak Energy. Type One is already in “very early conversations with several potential customers,” CEO Chris Mowry told the Financial Times. The move comes just weeks after Gates’ fission company, TerraPower, began construction on its first plant in Wyoming, as I wrote last month.
Meanwhile, another clean energy venture in the U.K. is going under. Morrow Batteries, a lithium-ion manufacturer in Europe, filed for bankruptcy Wednesday. “It’s a tough outcome after years of building with over €400 million invested, strong technology, real products in the field, and an outstanding team that stands together through tremendous challenges,” CEO Jon Fold von Bülow wrote in a post on LinkedIn. “I firmly believe this is not the end.” He said he’s hoping to sell to a buyer who will take the technology forward.

I’ll let this chart from the sustainability research service Watershed speak for itself. As Watershed’s head of science John Bistline put it on X: “Texas just passed California in utility-scale solar. And it's not close in wind or energy storage.”
The cost of electricity goes up like clockwork.
Electricity prices continued to climb higher in April, according to Heatmap and MIT’s Electricity Price Hub. Prices in April 2026 were 6.7% higher, on average, than the same month the previous year. The 12-month trailing average, a measure that smooths out seasonal fluctuations in rates, was up 6.5% from a year ago.
While both of these stats represent new peaks — as is almost always the case with electricity prices over time — the overall growth in prices in April was not unusual. National average electricity prices have been increasing at a similar rate this year as they have during the past five years, with the exception of 2022, when there was a significant spike in the cost of natural gas. Natural gas plants generate the largest proportion of U.S. power, and the cost of the fuel has an outsized influence on our electricity prices.
Although Trump’s war with Iran has inflated gasoline prices and the cost of other crude oil-based products, perhaps counterintuitively, it has not had any effect on U.S. power prices. Unlike in Europe and Asia, where the Iran war has led to natural gas shortages and price spikes, the U.S. is mostly self-sufficient when it comes to natural gas. The only way the war would affect our power prices is if it led to an increase in exports, tightening our domestic supply. That’s not possible any time soon — our export facilities are already at max capacity. “We couldn't export more gas, even if we wanted to,” Ryan Kellogg, an energy economist at the University of Chicago, told me.
The picture of what’s happening with U.S. electricity prices changes again, however, when we zoom in to the state level. Even though the national average growth rate is comparable to the past several years, there are a handful of individual states that are seeing much more rapid increases.
New Jersey and Washington, D.C., for instance, saw 21% and 25% increases, respectively, in their 12-month trailing averages between May 2025 and April 2026, compared to a national average increase of 6%. These areas are seeing more rapid growth due to the strained dynamics in PJM, the electricity market they are a part of, where electricity demand is outpacing supply.
The new April data also shows how sometimes electricity prices undergo big fluctuations for more arbitrary, and ultimately temporary reasons. In California, for example, rates were about the same over the first three months of this year as the same months in 2025, but in April they were more than 50% higher. That’s because last year, Californians received a big bill credit in the month of April — a sort of dividend from the state’s carbon tax. For this year, regulators voted to shift that payment to August, when residents’ electricity bills are typically higher due to air conditioning.
Similarly, one of the largest month-to-month price spikes in the data set was in Massachusetts, where the utility Eversource’s electric rates jumped 36% between March and April. The utility had agreed to artificially lower its rates in February and March after the governor asked for rate relief during the winter months. In April, rates sprang back up.
That’s why the 12-month trailing average is a helpful metric — it can be deceiving to look at how much rates and bills change on a monthly basis.
The number of data centers canceled after pushback set a record in the first quarter of the year, new data from Heatmap Pro shows.
Data centers are getting larger and larger. But even so, few are as large as the Sentinel Grove Technology Park, a proposed data center near Port St. Lucie, Florida.
The proposed facility — which became known as Project Jarvis — was set to be built on old agricultural land. It would use up to 1 gigawatt of electricity, enough to power a mid-size city, and bring in up to $13.5 billion in investment to the county.
The project was immediately controversial. But its developers anticipated issues: They would build their own self-contained, self-provided water facilities to service the project, and they agreed to set its 60-foot buildings back far enough from the road so that they couldn’t be seen by drivers.
It wasn’t enough. The project lost a key vote in the planning board in October. And in February, Project Jarvis’s developers withdrew their land use application entirely after Governor Ron DeSantis proposed AI regulation in the statehouse.
The facility was the largest data center project canceled after facing opposition in the first quarter of 2026. But it wasn’t the only one.
At least 20 proposed data center projects were canceled after local pushback during the first three months of 2026, smashing a record set only in the previous quarter, according to a review of press accounts, public records, and project announcements conducted by Heatmap Pro.
These canceled projects accounted for more than $41.7 billion in investment and represented at least 3.5 gigawatts of electricity demand.
The cancellations reveal the rapidly expanding backlash to data center construction has not yet peaked. From Georgia to Pennsylvania, locals have rebelled against newly proposed data centers, even when the planned facilities are not planning to run artificial intelligence models.

If anything, fights over data centers are surging now. Heatmap Pro’s researchers added roughly 100 new data center fights to their database during the first three months of the past year, a new record.
These fights are succeeding in terminating projects. Last year, roughly 25 data center projects were canceled nationwide after facing some type of local opposition, according to Heatmap Pro data. The country is likely to break that record in 2026 over the next few weeks, our data suggests — only five months into the year.
At least $85 billion in data center projects have been canceled over the past three years, according to Heatmap Pro data.

These numbers haven’t been previously reported. Over the past year, researchers at our intelligence platform Heatmap Pro have conducted a comprehensive national survey of local opposition to data center construction. They have regularly called every U.S. county to tally data center cancellations and any new rules limiting data center construction.
This data is normally available to companies and individuals who subscribe to Heatmap Pro, but we periodically publish a high-level summary of this data. We last released our results in January.