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New federal safety regulations could push PET plastic-makers out of the country for good.

There are an estimated 40,000 to 60,000 chemicals used commercially today worldwide, and the vast majority of them haven’t been tested for human safety. Many that have been tested are linked to serious human health risks like cancer and reproductive harm. And yet, they continue to pollute our air, water, food, and consumer products.
Among these is 1,4-dioxane, a chemical solvent that’s been linked to liver cancer in lab rodents and classified as a probable human carcinogen. It’s a multipurpose petrochemical, issuing from the brownfields of defunct industrial sites, chemical plants, and factories that use it in solvents, paint strippers, and degreasers. It shows up as an unintentional contaminant in consumer personal care products, detergents, and cleaning products and then goes down the drain into sewer systems.
It is also an unavoidable byproduct from the production of polyethylene terephthalate, more commonly known as PET, one of the most ubiquitous materials in the world. PET is the clear, odorless, food-safe plastic bottle you drink water out of. It’s also the basis of the world’s most popular fabric, used in everything from yoga leggings to baby onesies and area rugs; more than half of all fabric manufactured worldwide today is polyester. “You can't make PET polyester without creating this toxic byproduct 1,4-dioxane,” Mike Belliveau, co-founder of the advocacy organization Defend Our Health, told me. “It’s uniquely tied to the chemistry of the polymer.”
To be clear, there is no 1,4-dioxane in polyester products themselves. But like so-called “forever chemicals,” 1,4-dioxane dissolves quickly and completely into water, making it almost impossible to remove once it gets into a river or reservoir.
In 2012, the U.S. Environmental Protection Agency included 1,4-dioxane in the third iteration of what’s called the Unregulated Contaminant Monitoring Rule, a list the agency puts out every five years of chemicals it considers suspicious and wants states to start testing for. The EPA’s Toxic Release Inventory data shows that in 2019, the top four industrial producers of 1,4-dioxane in the U.S. were PET plastic or polyester factories; in 2022, it was five out of the top 10. That same year, a polyester manufacturer lost its permit to dispose of its waste at a treatment plant in New Jersey after state authorities discovered 1,4-dioxane in the drinking water and traced it back to the company.
Now, nearly 12 years later, not only has 1,4-dioxane proved to be shockingly prevalent, it has also been shown to be shockingly dangerous. The EPA may be on the verge of declaring, effectively, that almost any exposure to 1,4-dioxane constitutes an unreasonable risk to human health. Doing so would rock the American chemical and plastics manufacturing industry. But the alternative is being okay with rising cancer rates – an inconvenient fact the chemical industry would rather you not think about when you’re at the store.
North Carolina offers one representative case study. In 2013, a team from NC State University began testing for and finding 1,4-dioxane throughout the Cape Fear watershed, a network of rivers that starts in the mountains above Greensboro and flows southeast through Fayetteville and Wilmington before emptying into the ocean. At first, it was unclear exactly who the culprit of this widespread carcinogenic contamination could be. But by 2015, researchers had pinpointed a handful of sources: the wastewater treatment plants of Asheboro, Greensboro, and Reidsville.
Greensboro processed wastewater from an industrial waste transporter and chemical plant, Asheboro from a plastics plant, and Reidsville from Dystar, a dye and chemical manufacturer, and Unifi, a polyester manufacturer. DAK (now known as Alpek), another plastic manufacturer in Fayetteville, was also releasing 1,4-dioxane into the Lower Cape Fear River near Wilmington at a high enough level to consistently violate its permit. It is impossible at the moment to distinguish 1,4-dioxane’s impact on the health of people in the Cape Fear watershed from the impact of the more infamous class of carcinogenic forever chemicals that also lurk there: PFAS. But as with many pollutants, in the U.S., 1,4-dioxane’s is disproportionately found in Black and Brown communities.
Wherever PET or polyester is made, from the Gulf Coast to the Nakdonggang watershed in Korea, 1,4-dioxane is a problem. Typical water treatment technology can’t remove it, so when polyester manufacturers or other industries discharge contaminated wastewater to municipal treatment plants, the carcinogen flows right through and ends up in the groundwater or watershed.
In North Carolina, the state, the cities, and manufacturers began arguing about what could, and should, be done about it. “My biggest concern in drinking water in North Carolina right now, it’s 1-4 dioxane,” Tom Reeder, Assistant Secretary for the Environment at the state Department of Environmental Quality, said in 2016.
Dystar and Unifi submitted remediation plans to Reidsville, and Dystar told the NC Department of Environmental Quality’s Division of Water Resources that it was distilling the 1,4-dioxane out of its wastewater and storing it on-site. Dystar didn’t answer Heatmap’s questions, and Unifi said the spokesperson qualified to speak on the topic wasn’t available. The NC DEQ referred Heatmap to Reidsville, which didn’t respond to calls and emails. The lead 1,4-dioxane researcher at NC State also did not respond to requests for information or an interview.
Perhaps this is because of how contentious this issue has been for all involved parties. In 2022, the NC Environmental Management Commission attempted to make a rule limiting 1,4-dioxane in factory wastewater to .35 parts per billion. Unifi and Dystar wrote letters protesting the rule and Asheboro filed a lawsuit against the limits, with Reidsville attempting to join. The rule was eventually nullified because it didn’t fully consider the financial burden it would impose on these cities.
But the way the science is going, these decisions may be taken out of North Carolina’s hands.
In 2016, Congress passed an amendment to the Toxic Substances Control Act (TSCA, or “toss kuh”) instructing the EPA to fast-track risk analyses of chemicals of concern. Under the new law, if the EPA finds that a chemical poses an “unreasonable risk” to human health, it is required to regulate it down to reasonable levels — regardless of the economic impact. One of the first 10 chemicals on the docket was 1,4-dioxane.
Then, of course, came 2017 and the arrival of the Trump administration, which interfered to weaken EPA’s published toxicity findings to make them cheaper for industry to comply with. For example, the 1,4-dioxane analysis excluded the risk of exposure via drinking water, even though more than 7 million people in the U.S. have drinking water with detectable levels of 1,4-dioxane. Many of the findings were repeatedly challenged in court.
When the Biden administration reanalyzed 1,4-dioxane, the draft findings published in 2023 said that 1,4-dioxane poses an “unreasonable risk” to the health of PET and polyester plant workers and people with contaminated drinking water. “As high as 2.3 in 100 exposed workers would be at risk of cancer over a lifetime of exposure,” Jon Kalmuss-Katz, a senior attorney with Earthjustice, which has submitted comments to the EPA, told me. “The EPA considers the range of unreasonable risk to be one in 10,000 to one in a million.” That’s a 100- to 10,000-fold difference.
Some advocates saw a death knell for any remaining environmental arguments for polyester. “The federal government basically concluded that polyester PET poses an unreasonable risk to human health,” Belliveau told me.
The risk evaluation has already gone through a comment period and a peer-review process, and the EPA expects to finalize its evaluation this year. When asked for comment, an EPA representative said, “Actual conditions and releases are highly variable and subject to site-by-site process conditions. The draft supplement to the risk evaluation should not be interpreted to suggest all sites that manufacture PET or polyester present unreasonable risk.”
Despite letters from the American Chemistry Council, the Cleaning Institute, the Plastics Industry Association, and the PET manufacturer Alpek (formerly DAK) attempting to poke holes in the science, the advocates I spoke to were confident the “unreasonable risk” determination will stay.
At that point, the EPA has several tools it can use. “EPA can regulate manufacturing, can ban the chemical, can ban uses of the chemical, can restrict releases of the chemical to the environment,” says Kalmuss-Katz. “But the underlying mandate is always the same. EPA has to ensure that the chemical no longer presents an unreasonable risk.”
According to Thomas Mohr, a hydrogeologist who wrote the book on the investigation and remediation of 1,4-dioxane, polyester plants could simply require employees to wear respirators, and there are commercially available technologies available to filter out the chemical from wastewater — things like vacuum stripping and incineration, collecting it on a resin, or blasting it with ultraviolet light. But these processes are specialized and come with added costs.
That latter consideration is important for an industry that is already struggling to compete with low-cost polyester from China and other developing countries. Of the 115 American polyester manufacturing companies in the 1970s, only 12 remain in business today, according to a history book by Unifi, the polyester manufacturer in Reidsville.
Unifi barely survived the great textile offshoring of the late 1990s and early 2000s, mostly by shrinking and laying off large swaths of its workforce, buying and setting up plants in China and South America, and specializing in premium recycled polyester in its North Carolina plant. At the beginning of February, Unifi announced it would cut costs to shore up its finances. Adding a high-price treatment unit might be too much for it to bear. (Unifi said its spokesperson on this topic was not available for comment.)
Belliveau of Defend Our Health said he would be happy to see PET and polyester go away. But that’s a far-off vision for such a popular material. “EPA is not known for its radical vision, so I doubt they’re going to call for the shut-down of PET polyester in the U.S.,” he told me. “They might say that we need to adopt a drinking water standard or put better control in plants for workers.”
“Often there is a multi-year phase-out period,” Kalmuss-Katz said. “There is time to respond to innovate and to develop safer alternatives and to get those out into use.” Some of those alternatives could be polyester recycling technologies. France-based Carbios and California-based Ambercycle, both startups working on textile-to-textile polyester recycling, say their processes don’t produce 1,4-dioxane. A representative for Circ, a Virginia-based textile recycling startup, would only say that it, “is adhering to all local and federal regulations to ensure its process is in line with the highest regulatory standards for safe chemistry… this is something the team will be following closely as data becomes more available.”
Polyester has become a core part of almost everyone’s wardrobe, used for its high performance, versatility, and affordability. More importantly for the Carolinas, it provides some of the few remaining jobs in a formerly vibrant textile center. To that, Kalmuss-Katz said, “Congress made pretty clear that the price of producing polyester cannot be fenceline communities are left with disproportionate and unreasonable cancer burdens.”
Still, even if the EPA’s decision is the final nail in the coffin of the PET and polyester industry in the U.S., it doesn’t really solve the problem, or rather, not for everyone. Like other industries before it — leather tanning, rayon manufacturing, dye houses and dye manufacturing — it will continue to exist in its dirtiest form in other, less regulated countries. If the United States’ past history of offshoring turns out to be prologue, most consumers probably won’t notice the difference, except perhaps in slightly cheaper prices. Fashion companies will certainly notice, but are incentivized to look the other way.
For a few people paying attention, polyester will simply join a long list of products — chocolate, electronics, cheap meat — that come with a niggling feeling in the back of our minds: this has probably harmed someone on its way to me.
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Current conditions: The southwest monsoon known as “hagabat” has started in the Philippines, dumping up to 4 inches of rain on the archipelago • A strong geomagnetic storm, ranked just two levels below the most powerful type of event of this kind, is underway, threatening radio signals, GPS, and other human instruments that are sensitive to shifts in the Earth’s magnetic fields • San Antonio, where the glorious New York Knicks defeated the Spurs last night, is bracing for rain through the weekend.
To put it in terms a movie lover could understand, President Donald Trump’s Iran War is drinking the U.S. government’s milkshake. Federal stocks of oil have dropped to their lowest level since 2004. Commercial crude stocks fell by 8 million barrels to 433.7 million last week, according to The Wall Street Journal. Unless the Strait of Hormuz reopens soon — which looks less likely now that Iran has called off negotiations with the U.S. and Israel — prices could hit $200 per barrel by summer, said Bob McNally, president of the Rapidan Energy Group consultancy and a former White House adviser. “You start to raise the risk of spillover into other sectors, the economy and financial system … it detonates fragilities in the broader economy and financial system,” he told the Financial Times.
Oklahoma Attorney General Gentner Drummond has filed a lawsuit to block construction of the United States’ first new aluminum smelter in half a century over concerns about the project’s ties to the United Arab Emirates and risks it poses to the state’s cattle industry. Century Aluminum had planned to build the smelter with $500 million from the Biden administration. But in January, as I told you at the time, the company overhauled the deal to partner instead with the Abu Dhabi-based Emirates Global Aluminum, which said it became interested in the project after Trump slapped 50% tariffs on the metal. The move comes after Trump endorsed Drummond’s opponent in this year’s Republican primary for Oklahoma governor.
In the 12-page litigation, the state’s top cop alleged that the smelter, planned for a site 30 miles east of Tulsa, would “leach air and water pollutants that would injure the health, comfort, repose, and safety of the people in the region,” Mining.com reported. “A primary aluminum smelter does not belong in a community’s backyard and its emissions do not respect property lines,” Drummond wrote in the lawsuit, which asks the court to block the project. His lawsuit also refers to the UAE, a close ally of the U.S. and by far the most liberal of the Gulf Arab kingdoms, as an “Islamic foreign monarchy.”
The Electric Reliability Council of Texas, the state’s grid operator, approved what E&E News called two “landmark sets of rules of rules” this week that would “shape the future of data centers in the state if finalized.” One package sets up new criteria and processes for bringing big electricity users onto the grid by reviewing them in batches. The other requires data centers and crypto mining operations to remain online during brief grid disruptions in a bid to avoid the cascading outages that downed the electrical system during 2021’s deadly Winter Storm Uri.
The changes come as opposition to data centers reaches critical new heights. Seven in 10 Americans now oppose server facilities built near their homes, according to a new Heatmap Pro released a poll this week that my colleague Robinson Meyer wrote up here. The backlash has grown so severe that former Representative Ben McAdams, a Republican from Utah, is facing serious pushback from his Democratic opponent for the state’s new 1st Congressional District over his small stake in the renewable energy component of a proposed data center in the area, according to the Salt Lake Tribune.
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Taiwan, if you’ll forgive the pun, is in dire straits. The self-governing republic that has functioned as an independent country since the losing side of the Chinese Civil War fled there in 1949, is almost entirely reliant on imported fossil fuels to keep the lights on and semiconductor fabricators churning out the hardware that makes the island so valuable to the global economy. That reliance only grew last year when the ruling Democratic Progressive Party, which has opposed atomic energy since its founding in the 1980s, completed the country’s nuclear phaseout, shutting the last of the island’s three functioning plants. The government in Taipei is now considering starting back up at least one of the old nuclear plants. But, as I told you earlier this year, it’s also looking to geothermal to make up the difference. On Wednesday, the Ministry of Economic Affairs announced the first government-led tender for geothermal, Think Geoenergy reported. The six-month process is meant to develop geothermal zones in Taitung County, on the island’s southeast coast.
The Iran War isn’t just draining America’s crude stockpiles. It’s also spiking gas prices — and spurring a hybrid boom. Sales of hybrid vehicles revved 33% in May compared to the same month last year, according to a Wall Street Journal analysis of Motor Intelligence data. “The hybrids have been a godsend,” Mark Politte, the dealer principal at Stanley Subaru in Ellsworth, Maine, told the newspaper. They are “hotter than the non-hybrids.” While new vehicle sales are down 4.4% overall this year through May, hybrid sales are up 17% compared with 2025.
Meanwhile, autonomous electric vehicle company Waymo announced a deal on Thursday to recycle batteries from its nearly 4,000 operating robotaxis into battery storage for electric grids in California and Texas. Waymo’s fleet is made up mostly of Jaguar I-Pace EVs, which have 90-kilowatt-hour batteries. “Put a little haircut on that in terms of degradation and the effective capacity that would be left in those batteries when they’re suitable for repurposing, and we’re still talking about pretty significant capacity per battery,” Freeman Hall, CEO of B2U Storage Solutions, Waymo’s partner in the project, told Ars Technica.

The U.S. may be depleting its oil stockpiles, but it has increased its storage capacity for natural gas in the future. Underground storage capacity in the Lower 48 states increased slightly in 2025, growing mostly in the South Central and Mountain West regions, according to new data from the Energy Information Administration. “Underground natural gas storage provides a source of energy when demand increases, balancing U.S. energy needs,” analyst Jose Villar wrote. “We calculate natural gas storage capacity in two ways: demonstrated peak capacity and working gas design capacity. Both increased in 2025.”
I’m writing from Washington, D.C., today, after having the privilege of watching (and moderating) Heatmap’s second Energy Entrepreneurship Summit this morning. We heard from folks leading in a variety of technologies — geothermal, batteries, fusion, conventional nuclear — but I was struck by a few common themes.
The first was the new wave of excitement about fusion energy and how, in some ways, the artificial intelligence boom has reinvigorated the fusion conversation. Much like fusion, AI was a long-prophesied technology that made steady, iterative improvements over time — and then, one day, delivered a transformative product in the form of ChatGPT. I’m not sure if fusion has yet had a raw technological improvement on par with the transformer, the neural network innovation that preceded today’s AI chatbots and agents, but fusion startups have reported significant improvements in recent years. The industry believes — as do some fusion-pilled policymakers — that they will have commercial reactors on the grid by the mid-2030s.
The second is the degree to which surging electricity demand is pushing forward clean energy across the board. Although many (but not all) hyperscalers prefer to buy clean energy, the raw demand for power is fueling confidence among energy developers and technologists of all stripes. It’s great to make a commodity whose price is rising. At some point, this link between AI and electricity may become turbulent for developers — but we’re not there yet.
The final note is the degree to which U.S.-China competition now dominates conversations around the energy industry and the economy more broadly. I can remember a time when it was somewhat peculiar to point out that some forms of energy prowess strengthened the country’s national security — and that if the U.S. did not work those muscles, then China would. There was little overlap between the clean energy and security conversations. Now, the rise of globally competitive Chinese “electrotech” firms such as BYD, Xiaomi, and CATL has almost united the two discourses.
There is a growing recognition, too, that America will have to reindustrialize to compete. Policymakers sometimes talk about how the U.S. should use its (for now) still strong R&D apparatus to develop “leapfrog” technologies that can surpass Chinese products. But as America has by now repeatedly discovered, simply inventing a new technology is not enough. Creating an export industry — not to mention a business — actually requires commercializing that technology and scaling it. And that will entail the rudiments of an advanced industrial economy: more hardware factories, a larger grid, more manufacturing and process engineers.
These concerns over basic competitiveness colored discussions of even the most advanced technologies. Jackie Siebens, a vice president at the fusion startup Helion, said she was worried that fusion is going to “follow a story we’ve seen before,” where the United States demonstrates fusion first, “but China scales much more broadly.” Representative Don Beyer, a Democrat from Virginia who champions fusion, brought up a more fundamental concern: China is graduating hundreds of nuclear PhD engineers every year, he said, while America is only graduating a few dozen.
If affordability makes up one half of our new energy era, then these questions around competitiveness might be the other half. We’ll explore them, I’m sure, in the future. For now, thanks, as always, for reading.
Our latest Heatmap Pro poll found one big reason why public support for data centers has plummeted.
Americans’ support for data centers cratered over the past nine months. Rising electricity prices are a big part of the reason.
A Heatmap Pro poll conducted in May found that seven in 10 Americans would oppose a data center being built near where they live, up from four in 10 when we asked the same question in August 2025. We also polled people on mounting electricity costs, providing them with about a dozen potential explanations for the surge in prices and asking whether they blame each one “a lot,” “a little,” or “not at all.”
Here, too, the shift in sentiment was definitive. More than half of respondents blamed the construction of new data centers “a lot,” up from just 28% in August, making it the top concern on the list. In the earlier poll, “more demand for electricity overall” — a related issue — received the most blame, while construction of new data centers specifically sat near the bottom of the list.
Whether data centers deserve all this blame is complicated. Electricity prices were already rising before the race to power artificial intelligence began in earnest. According to Heatmap and MIT’s Electricity Price Hub, the national average price rose 21% from November 2020 to November 2022, when ChatGPT was first released to the public. Utilities have been raising rates to cover the cost of maintaining and upgrading the aging power grid, but the drivers are also region-specific. In the West, rates are rising because of wildfire insurance and mitigation efforts such as burying powerlines. (Interestingly, Americans blamed rising costs less on extreme weather, such as wildfires and heat waves, in our latest poll than they did last summer.)
As for what Americans think is driving those costs, our polling results were fairly consistent across regions. Construction of new data centers topped the list everywhere except in the West, where “the oil and gas industry” received one percentage point more blame, while the oil and gas industry came in a close second in the Midwest and Northeast. In the South, the war in Iran ranked second in respondents’ minds. We did, however, see a divide between urban and rural respondents, with slightly more urban residents who considered “the Trump administration and Republicans,” “the oil and gas industry,” and “the war in Iran” to be the major drivers of power prices than data centers.
Though data centers are not the only culprit, they have contributed to higher prices in a few areas, most notably in the PJM electricity market. Market experts warn that this trend will become widespread as the buildout progresses unless lawmakers and regulators make changes to protect residential customers.
“The projected growth in data center demand is beyond anything (short of wartime industries) ever asked of the American power sector,” Travis Kavulla, the head of policy at Base Power Company, wrote in a recent essay for American Affairs. That requires a new market structure, he argued at a Heatmap News event on Wednesday. Rather than the first-come-first served interconnection queue, he advocated for an “open season” model. “It’s a process whereby the incremental cost of building out the grid is mechanically assigned to the incremental load growth,” he explained, “whereas otherwise it might be socialized broadly across consumers — and in a time of increasing inflationary prices, that would lead to a lot of cross-subsidization. It’s both a speed to power thing and a customer affordability thing.”
As my colleague Jael Holzman has reported, state leaders have generally been more inclined to explore regulatory fixes to the problem of rising electricity prices than to enact moratoria on new data center construction, the preferred path for many grassroots activists who oppose data centers. States such as Oregon and Vermont have already passed rules that aim to protect ratepayers from data center expansion, and many more states have introduced bills to do the same.
“The public isn’t opposed to data centers, they’re opposed to paying for them on their power bill,” Sarah Hunt, the president and CEO of the right-leaning Rainey Center, told Jael in a separate story about how data centers are splintering the Republican Party. The Rainey Center’s own polling found that telling voters about policies such as President Trump’s Ratepayer Protection Pledge, a voluntary pact signed by big tech companies that agree to pay the full cost of connecting data centers to the grid, made them more likely overall to support AI data centers.
Heatmap’s polling found that blame toward data centers is escalating at about the same rate among all political parties, roughly doubling across the board. Among Republicans, 40% of those who identify as MAGA blamed data centers “a lot,” while 45% of those who identify as non-MAGA did. Democrats were generally more fervent, with 62% assigning major responsibility to data centers.
One other consistent feature in our polling is that both opposition to and blame for data centers is strongest among young people aged 18-34. Blame for data centers declined as respondents got older, with 67% of the youngest cohort pointing the finger most strongly at data centers compared to 44% of those over 65. (Aging Americans’ primary culprit for higher prices? An aging electrical grid.)
The Heatmap Pro poll of 4,118 American registered voters was conducted by Embold Research via text-to-web responses from May 15 to 28, 2026. The survey included interviews with Americans in all 50 states and Washington, D.C. The margin of sampling error is plus or minus 1.6 percentage points.