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Biden-Harris policies have created hundreds of thousands of new jobs in the industries of the future — all of which now hang in the balance.
For my entire life, I’ve heard politicians talk about bringing manufacturing jobs back to America. Now it is finally happening. “We’re not going back!” has become Kamala Harris’s rallying cry, and it’s apt here too, because those jobs and industries of the future are what’s at stake in this election.
The Biden-Harris administration and the 117th Congress enacted a trio of laws — the Inflation Reduction Act, the CHIPS and Science Act, and the Infrastructure Investment and Jobs Act, otherwise known as the Bipartisan Infrastructure Law — that made major public investments to cultivate and strengthen several key industries of the future: semiconductors, electric vehicles, batteries, solar and wind manufacturing, hydrogen-based energy, and clean steel.
Those new laws (and other Biden-Harris Administration actions on trade and tariffs) have directed and amplified a megatrend in “reshoring” and driven a huge surge in private sector investments in U.S. manufacturing, creating tens of thousands of good jobs in communities across America. Investment in manufacturing construction has more than doubled since passage of the IRA and CHIPS, and the U.S. has seen nearly 127,000 new jobs created, according to Energy Innovation policy analyst Jack Conness.
Just last week, on the occasion of the IRA’s two-year anniversary, Heatmap’s Emily Pontecorvo wrote about a new report finding that 6,285 utility-scale clean energy projects in the U.S. may be eligible for IRA tax credits, meaning 3.9 million jobs, all of which will be subject to minimum pay standards if they want the federal rewards.
These investments are supporting a diverse set of communities across America. Of the nearly $71 billion of clean energy manufacturing investments announced in 2023, more than $59 billion — around 83% — were in House districts represented by Republicans per the Clean Economy Tracker, a partnership between Atlas Public Policy and Utah State University. That’s tens of billions of dollars flowing into rural areas, including a significant chunk going to “energy communities,” areas that have historically produced, processed, or transported fossil fuels.
We all know that manufacturing plants can be an anchor employer for a community and play an even more important role than the direct jobs numbers reveal. The opening of dozens of new advanced manufacturing plants means dozens of communities across America have a brighter economic future — or at least, they do for now.
Project 2025, the Heritage Foundation’s vision for “the next conservative administration,” contains a set of plans and policies that would put all those communities and hundreds of thousands of good paying jobs in jeopardy. Energy Innovation modeled the policy scenario outlined in Project 2025 against one in which the U.S. meets its stated goal of reducing emissions 50% to 52% below 2005 levels by 2030 and found that the former would lead to 3.9 million fewer jobs in 2030 compared to the latter, including 1.7 million jobs straight-up lost. The overall economic effect would be catastrophic: a $320 billion annual drop in GDP in 2030, compared to a $450 billion per year gain if the U.S. meets its clean energy and climate goals.
Trump has publicly disavowed Project 2025, but the evidence for his private alignment with its authors and principles continues to mount — most recently the release of secret Project 2025 training videos, featuring more than two-dozen former Trump administration figures.
Project 2025 calls for gutting the IRA and the infrastructure law, which would, in the words of a memo released last week by the center-left think tank Third Way, “end crucial federal investments in US manufacturing, scrap tax incentives that help U.S. manufacturers compete with China, and make it harder for U.S. manufacturers to obtain loans.” It would also have ominous implications for America’s geopolitical position in the medium- to long-term. “Funding basic research and then cutting all subsequent support, as Trump plans to do, opens the door for other countries to swoop in and claim market share,” the authors write. This has happened before: The U.S. developed much of the solar and battery technology China is now using to dominate those global markets.
That’s to say nothing of the overall environment of chaos and policy uncertainty that comes with a Trump presidency, which wreaks havoc on business investment. Business leaders would be wise to remember what it was like under Trump 1.0. Trump might promise corporate tax cuts, but with a strong economy, cooling inflation, and a vibrant manufacturing renaissance finally underway, the worst thing we could do is pull the rug out from under the entire U.S. economic policy framework — continuity and certainty are good for business.
As Greg Sargent pointed out in The New Republic, “All this gives Harris an opening.” The green transition can be exciting, a source of the kind of joy Harris and her vice presidential nominee, Tim Walz, have been stumping about. “Without getting entangled in cultural cross-signaling around fossil fuels, she can argue that the very last thing we should do is reverse the clean energy boom. It’s creating lots of jobs building cool, innovative stuff right in the American heartland.”
I, for one, will be looking to see if this contrast starts to show up in political ads and speeches at this week’s Democratic National Convention — something like: “Harris will continue investing in U.S. manufacturing and the industries of the future. Trump will blow that all up. The choice is on the ballot. And we’re not going back.”
What future do you choose?
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Republicans are taking over some of the most powerful institutions for crafting climate policy on Earth.
When Republicans flipped the Senate, they took the keys to three critical energy and climate-focused committees.
These are among the most powerful institutions for crafting climate policy on Earth. The Senate plays the role of gatekeeper for important legislation, as it requires a supermajority to overcome the filibuster. Hence, it’s both where many promising climate bills from the House go to die, as well as where key administrators such as the heads of the Department of Energy and the Environmental Protection Agency are vetted and confirmed.
We’ll have to wait a bit for the Senate’s new committee chairs to be officially confirmed. But Jeff Navin, co-founder at the climate change-focused government affairs firm Boundary Stone Partners, told me that since selections are usually based on seniority, in many cases it’s already clear which Republicans are poised to lead under Trump and which Democrats will assume second-in-command (known as the ranking member). Here’s what we know so far.
This committee has been famously led by Joe Manchin, the former Democrat, now Independent senator from West Virginia, who will retire at the end of this legislative session. Energy and Natural Resources has a history of bipartisan collaboration and was integral in developing many of the key provisions in the Inflation Reduction Act — and could thus play a key role in dismantling them. Overall, the committee oversees the DOE, the Department of the Interior, the U.S. Forest Service, and the Federal Energy Regulatory Commission, so it’s no small deal that its next chairman will likely be Mike Lee, the ultra-conservative Republican from Utah. That’s assuming that the committee's current ranking member, John Barrasso of Wyoming, wins his bid for Republican Senate whip, which seems very likely.
Lee opposes federal ownership of public lands, setting himself up to butt heads with Martin Heinrich, the Democrat from New Mexico and likely the committee’s next ranking member. Lee has also said that solving climate change is simply a matter of having more babies, as “problems of human imagination are not solved by more laws, they’re solved by more humans.” As Navin told me, “We've had this kind of safe space where so-called quiet climate policy could get done in the margins. And it’s not clear that that's going to continue to exist with the new leadership.”
This committee is currently chaired by Democrat Tom Carper of Delaware, who is retiring after this term. Poised to take over is the Republican’s current ranking member, Shelley Moore Capito of West Virginia. She’s been a strong advocate for continued reliance on coal and natural gas power plants, while also carving out areas of bipartisan consensus on issues such as nuclear energy, carbon capture, and infrastructure projects during her tenure on the committee. The job of the Environment and Public Works committee is in the name: It oversees the EPA, writes key pieces of environmental legislation such as the Clean Air Act and Clean Water Act, and supervises public infrastructure projects such as highways, bridges, and dams.
Navin told me that many believe the new Democratic ranking member will be Sheldon Whitehouse of Rhode Island, although to do so, he would have to step down from his perch at the Senate Budget Committee, where he is currently chair. A tireless advocate of the climate cause, Whitehouse has worked on the Environment and Public Works committee for over 15 years, and lately seems to have had a relatively productive working relationship with Capito.
This subcommittee falls under the broader Senate Appropriations Committee and is responsible for allocating funding for the DOE, various water development projects, and various other agencies such as the Nuclear Regulatory Commission.
California’s Dianne Feinstein used to chair this subcommittee until her death last year, when Democrat Patty Murray of Washington took over. Navin told me that the subcommittee’s next leader will depend on how the game of “musical chairs” in the larger Appropriations Committee shakes out. Depending on their subcommittee preferences, the chair could end up being John Kennedy of Louisiana, outgoing Senate Minority Leader Mitch McConnell of Kentucky, or Lisa Murkowski of Alaska. It’s likewise hard to say who the top Democrat will be.
Inside a wild race sparked by a solar farm in Knox County, Ohio.
The most important climate election you’ve never heard of? Your local county commissioner.
County commissioners are usually the most powerful governing individuals in a county government. As officials closer to community-level planning than, say a sitting senator, commissioners wind up on the frontlines of grassroots opposition to renewables. And increasingly, property owners that may be personally impacted by solar or wind farms in their backyards are gunning for county commissioner positions on explicitly anti-development platforms.
Take the case of newly-elected Ohio county commissioner – and Christian social media lifestyle influencer – Drenda Keesee.
In March, Keesee beat fellow Republican Thom Collier in a primary to become a GOP nominee for a commissioner seat in Knox County, Ohio. Knox, a ruby red area with very few Democratic voters, is one of the hottest battlegrounds in the war over solar energy on prime farmland and one of the riskiest counties in the country for developers, according to Heatmap Pro’s database. But Collier had expressed openness to allowing new solar to be built on a case-by-case basis, while Keesee ran on a platform focused almost exclusively on blocking solar development. Collier ultimately placed third in the primary, behind Keesee and another anti-solar candidate placing second.
Fighting solar is a personal issue for Keesee (pronounced keh-see, like “messy”). She has aggressively fought Frasier Solar – a 120 megawatt solar project in the country proposed by Open Road Renewables – getting involved in organizing against the project and regularly attending state regulator hearings. Filings she submitted to the Ohio Power Siting Board state she owns a property at least somewhat adjacent to the proposed solar farm. Based on the sheer volume of those filings this is clearly her passion project – alongside preaching and comparing gay people to Hitler.
Yesterday I spoke to Collier who told me the Frasier Solar project motivated Keesee’s candidacy. He remembered first encountering her at a community meeting – “she verbally accosted me” – and that she “decided she’d run against me because [the solar farm] was going to be next to her house.” In his view, he lost the race because excitement and money combined to produce high anti-solar turnout in a kind of local government primary that ordinarily has low campaign spending and is quite quiet. Some of that funding and activity has been well documented.
“She did it right: tons of ground troops, people from her church, people she’s close with went door-to-door, and they put out lots of propaganda. She got them stirred up that we were going to take all the farmland and turn it into solar,” he said.
Collier’s takeaway from the race was that local commissioner races are particularly vulnerable to the sorts of disinformation, campaign spending and political attacks we’re used to seeing more often in races for higher offices at the state and federal level.
“Unfortunately it has become this,” he bemoaned, “fueled by people who have little to no knowledge of what we do or how we do it. If you stir up enough stuff and you cry out loud enough and put up enough misinformation, people will start to believe it.”
Races like these are happening elsewhere in Ohio and in other states like Georgia, where opposition to a battery plant mobilized Republican primaries. As the climate world digests the federal election results and tries to work backwards from there, perhaps at least some attention will refocus on local campaigns like these.
And more of the week’s most important conflicts around renewable energy.
1. Madison County, Missouri – A giant battery material recycling plant owned by Critical Mineral Recovery exploded and became engulfed in flames last week, creating a potential Vineyard Wind-level PR headache for energy storage.
2. Benton County, Washington State – Governor Jay Inslee finally got state approvals finished for Scout Clean Energy’s massive Horse Heaven wind farm after a prolonged battle over project siting, cultural heritage management, and bird habitat.
3. Fulton County, Georgia – A large NextEra battery storage facility outside of Atlanta is facing a lawsuit that commingles usual conflicts over building these properties with environmental justice concerns, I’ve learned.
Here’s what else I’m watching…
In Colorado, Weld County commissioners approved part of one of the largest solar projects in the nation proposed by Balanced Rock Power.
In New Mexico, a large solar farm in Sandoval County proposed by a subsidiary of U.S. PCR Investments on land typically used for cattle is facing consternation.
In Pennsylvania, Schuylkill County commissioners are thinking about new solar zoning restrictions.
In Kentucky, Lost City Renewables is still wrestling with local concerns surrounding a 1,300-acre solar farm in rural Muhlenberg County.
In Minnesota, Ranger Power’s Gopher State solar project is starting to go through the public hearing process.
In Texas, Trina Solar – a company media reports have linked to China – announced it sold a large battery plant the day after the election. It was acquired by Norwegian company FREYR.