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With developers buying up large swathes of land in the Salt River Project service area, its governance is less certain than ever.

Early voting began last week for control of the Salt River Project, the large water and electric utility that serves the Phoenix metropolitan area. Due to a convoluted series of events dating back to 1903, it is the only major election in the United States since before the Civil War that still requires voters to be landowners, with the value of one’s vote tied directly to how much land one owns. If you’re on a sixth of an acre, as many people in the Valley are, you get one-sixth of a vote. If you’re a renter, you get zero. Large landowners may get hundreds.
Because only an estimated 1% of eligible voters actually cast ballots in the SRP races — until recently, to learn if you even could vote, you had to call the corporate secretary on the phone — the utility has been a target for clean-energy and environmental groups, who see the election as a high-leverage opportunity to flip the traditionally more conservative board, council, and presidency, and press for more investment in renewables. Despite being located in one of the country’s sunniest regions, only around 8% of the SRP’s portfolio is solar. In recent years, groups like Lead Locally, the Sierra Club, and Jane Fonda Climate PAC have helped put six renewable energy advocates on the 14-member board.
“We’ve been gradually building towards the majority, and this is the year we can realize that,” Arizona State Senator Lauren Kuby, who ran for an SRP board seat in 2024 and lost, told me. Also up for election this year are Sandra Kennedy and Casey Clowes, a young Sunrise Movement activist, who are running together for president and vice president of the board, marking a significant push by clean-energy advocates for greater control.
If the slate fails to make a dominant showing, the alternative is “a board that’s pushing for more fossil fuels, and that’s going to be really bad,” Nick Arnold, a political committee chair for the Sierra Club Grand Canyon Chapter, told me. The Salt River Project would become “ground zero for an even worse cost‑of‑living crisis than we’re already seeing across the country,” he added — especially given the recent influx of data centers.
Though many Phoenix-area data centers are located outside the SRP voting area, a Heatmap analysis found at least 60 across 40 distinct locations within the SRP’s voting territory that are already operating or under construction. “What we’ve seen is that land that has been stewarded by a family trust has been reclassified into an LLC to be sold off for data center development, which makes it ineligible to vote in the SRP election,” Arnold said.
Because land is directly tied to votes in the SRP election and businesses can’t vote, the more acres in corporate hands, the fewer votes available for candidates of any stripe. With the margins in SRP elections often in the high hundreds or low thousands, a few large data centers can make the results unpredictable. Data center companies purchased roughly 500 acres of land within the Salt River Project boundaries in 2024 alone, the analysis found, chunks of which would have counted as votes in prior years. Though much of that land was located in odd-numbered districts, which don’t vote this year (again, this is a very strange kind of election), what’s certain is that the voter rolls are changing — and influence is being redistributed.
The strangeness also creates a potentially complicated flip side for the clean energy advocates, who are wary of data centers encroaching on the Valley’s limited water resources: In theory, the more landowners who sell to data center developers, the stronger small voters will become in the SRP elections as large, single-voter-owned parcels are taken off the map.
Large landowners tend to prefer the status quo. In Kuby’s previous attempt at getting a seat on the board, she lost to an alfalfa farmer and son of a former SRP president who named one of his LLCs Hitler Management as a “joke.”
“All [Kuby’s opponent] had to do was call up 10 to 20 of the largest-acre voters and make sure they get their ballot in for him,” Arnold said. “It’s that easy for status quo pro‑fossil‑fuel people to whip their votes, as opposed to adding up to that same amount across a bunch of 0.1- to 0.4-acre homes.”
Yet despite the potential rebalancing of the scales, shenanigans still abound. Ahead of the 2024 election, for example, one longtime agricultural family transferred around 217 acres from an LLC, which can’t vote, into a trust, which can, according to an investigation by Stephanie Chase of the Energy & Policy Institute, an anti-fossil fuel watchdog group. After the family’s preferred candidate won by a margin of 263.88 votes — 76% of which was attributable to the hastily thrown-together trust — the family then transferred the land back into an LLC and sold it to a data center.
I spoke to Chase about her report, and she told me she sees the data center component as mostly incidental. “The bigger story,” she said, “is the outsized influence that large landowners have in the SRP races because of how their voting scheme is set up.” But she also noted that “eventually, if a data center is developed [on the family’s land], they’re going to have influence and say in how any contract between SRP and that data center company gets developed or agreed upon.”
In seeming confirmation of how intertwined the SRP elections and data center issues are, developer Edgecore is reportedly planning a massive “technology and employment hub” on the Dobson Farm, the Dobsons being another major landowning family in the Valley. Chris Dobson is also running for SRP president this year.
Meanwhile, both Edgecore and Google, which is building its own data center complex in Mesa, have donated to Arizonans for Responsible Growth, a political action committee linked to Turning Point USA, the far-right political group founded by Charlie Kirk. (Google recently pulled back money from the PAC, potentially over concerns about bad press, the Phoenix New Times reports.)
Turning Point’s entry into the SRP race has caused major alarm among clean energy organizers; a spokesperson for the slate of clean-energy candidates told Axios they’re being outspent 10-to-1. But Ken Clark, who is part of the coalition and running for election in District 6, told me that the conservative group’s efforts could still backfire. Because of the hoops voters have to jump through to cast a vote in the SRP race, outcomes have historically been determined by which side is better at motivating voters to request ballots. “I do believe that Turning Point USA is inadvertently registering — for lack of a better word — a lot of people who are probably uncomfortable with their message or uncomfortable with data centers,” he told me.
Heatmap Pro’s opinion model, which forecasts data center and clean energy opposition based on proprietary polling and demographic data, backs up Clark’s instinct, showing that people in Phoenix’s Maricopa County strongly oppose the development of data center projects.
It remains anyone’s guess how, or even whether data centers will affect the outcome of the 2026 SRP elections, which conclude on April 7. But they seem all but certain to in the coming years. Since the margins of the Salt River Project elections are often in the high hundreds or low thousands of votes, even a single data center that takes votes off the map could, in theory, tip the balance of a race — perhaps even against the data centers themselves.
“The board has the power to either make things more affordable or double down on fossil fuels and supply the data centers with energy subsidized by ratepayers,” Arnold said. “It’s a scary two paths that we’re looking at this year.”
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Tales from a day of “thoughtful dialogues on energy, climate change, and human lives” on Day 3 of New York Climate Week.
“I’m here because I love thoughtful dialogues on energy, climate change, and human lives,” Energy Secretary Chris Wright told my colleague Robinson Meyer this afternoon. “That’s been a passion my whole life, and nothing will change that.”
It’s our passion too — and was a defining theme of Heatmap House on Wednesday at New York Climate Week, with 27 sessions across topics including clean energy development, U.S. climate policy, the future of mobility, climate tech, and reindustrialization. From Wright backpedaling on President Trump’s embrace of a diesel export ban to former Vice President Al Gore asserting that 2026 might mark “the positive tipping point on climate,” it was a full day of news, contrarian opinions, juicy predictions, and lots and lots of coffee (consumed by yours truly).
Early in the day, Carlos Araque, the CEO and co-founder of Quaise, an advanced geothermal company, started things off by addressing the elephant in the room: potentially imminent movement on permitting reform. “It’s always easy to be picky and want for more,” he acknowledged, although he added that “my ask has always been — as far back as 2018 — if you can do for geothermal what you do for oil as in terms of regulatory permitting exclusions, then you’re moving 90% of the way to the goal. So that’s happening — that’s slowly and surely happening.”
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New Jersey Governor Mikie Sherrill also spoke about permitting reform at a local scale. “You cannot simply say to people, ‘Sorry, your bills are just going to keep skyrocketing,’” she stressed. “That is not the answer, which is why we’ve acted so aggressively. I approved 18 solar and battery storage projects in the first six months [of my term]. We knew the federal credits were going to run out if we did not get that done, so that’s why we had to take on permitting reform right away to make sure we were growing that.”
And while Jane Flegal, the principal at Flegal Energy Advisors, didn’t have any secret insight into the potential deal, she broke down her predictions into three buckets: reforms to conventional environmental statutes such as the National Environmental Policy Act, the Clean Water Act, and the National Historic Preservation Act; transmission, “which, no one knows what’s in there, but we all know what was in the Manchin deal, and I think we can and should expect something at least that ambitious;” and permitting certainty, which would constrain executive power to cancel permits after they’ve been issued.
Chris Hayes, the host of All In with Chris Hayes on MS NOW and a former climate reporter, took the stage just after Gore, who marked the 20-year anniversary of his Academy Award-winning documentary An Inconvenient Truth. Like Gore, Hayes was in a reflective mood. “I think to some degree, we’re kind of moving forward in this understanding that all of us are implicated in the system that’s going to change very slowly over time,” he said, calling it one of the lessons of the past 20 years. “But I think there was a high-water mark of consumer activism that is sort of gone.”
Then, of course, there was Wright. The energy secretary — whom climate insiders have described to us as the biggest climate villain in the Trump administration after Trump himself — talked to Rob about as many fuels as they could cover. Wind: “There have been very spirited dialogues in the administration about this. I do believe a successful permitting reform thing changes the playing field for anything you want to build in this country, including wind.” Nuclear: “Our thing is just to try to get it back on its feet and get out of the way.” Natural gas: “Gas in my lifetime is going to be the American energy superpower for sure, but you never want all your eggs in one basket.” Batteries: “I’m all in.” And EVs: “Should we have the broader America subsidizing, you know, the habits of wealthy people? I don’t think we should.”
Electric vehicles also came up in our mobility session, of course, along with other forms of mobility including ferries, subways, and rail. “It’s not something we talk about very much in the U.S.,” Laura Fox, the co-founder and managing partner of Streetlife Ventures, told me, adding that “we have a really great rail freight network that is underutilized and that typically saves shippers 30% to 40% when they’re shipping goods in the current environment.” (Representative Mike Levin of California also shared that if he could only connect two places in his proposed giant high-performance rail system, “I’d like to see the line between Los Angeles and San Diego solidified.”)
The evening wrapped with a focus on reindustrialization. Tom Steyer, the co-executive chair of Galvanize Solutions, told us he’s doing fine after his unsuccessful bid for California governor. (Nothing a trip to Tahoe with the family couldn’t cure.) He also shared that the climate movement may have lessons for the modern movement opposing AI and data centers. The world’s richest companies can’t just “come in and take people’s water, especially at a time when people are so water insecure,” he stressed. “How could that possibly be right?”
AI — and water — also came up in conversation with Emilio Tenuta, the senior vice president and chief sustainability officer of Ecolab, which provides industrial and commercial water and hygiene solutions. (Ecolab also sponsored our reindustrialization section.) He argued that “what we really need to focus on is the Water Efficiency Index” when evaluating, for example, semiconductor fabrication plants, because it contextualizes water use in more absolute terms than traditional metrics.
Page Crahan, general manager of Tapestry, an Alphabet X moonshot project that uses AI to develop a model of the grid’s electricity network, zeroed in on how best to use artificial intelligence. “We had 10 years to build what it took us 110 years to build globally” in order to meet anticipated energy demand, she told my colleague Jael Holzman. “And that was in 2023, before data centers.” For “computationally intensive challenges, data-heavy challenges, and certainly running simulations and insights for a system this size,” AI is a good use case, she said.
Tapestry is using its models in partnership with PJM Interconnection (as we’ve covered here at Heatmap) — and speaking of PJM, its executive director of strategic policy and external affairs, Asim Haque, spoke to my colleague Matthew Zeitlin next. “If you do not bring your own new capacity, we are going to curtail you before we curtail your average residential consumer for sure,” he said, adding, “this is a concept that is pending in front of the FERC right now. We can talk about carrots. We can talk about sticks. I don’t know which one this is. I think from the data center perspective, it’s likely a stick.”
Josh Parker, the head of sustainability at Nvidia, rounded the day out on a positive note. “The good news is, we are very quickly unlocking new capacity with clean energy,” he said, including developing new clean energy technologies like advanced fission and geothermal. “All of these technologies are benefiting from AI, and so that, coupled with the fact that data center operators with AI factories generally are some of the largest consumers of clean energy and are still are looking for all the clean energy they can, leads me to believe — and I think this is the most credible forecast — that very soon we’re going to see all of that convert over to clean as soon as we can get through the supply constraints that we’re currently in.”
If you were with us in person, thank you again. You’re what made our event one to remember. And if you weren’t able to join us this year — we hope to see you in 2027.
But wait! Before I send you on your way, you can find all of our coverage of the day below along with some additional quotes from some of my favorite conversations:
The Commonwealth Fusion Systems CEO made his case at Heatmap House.
Without billions in new federal investment the United States may lose its pole position in the global race to be the first nuclear fusion superpower, Commonwealth Fusion Systems CEO Bob Mumgaard told attendees at Heatmap House in New York City.
When asked onstage whether Commonwealth Fusion could still develop its fusion aspirations at scale without U.S. government financing, Mumgaard said: “I think so – it’s a question of the timing and the place.” Then he suggested that the company — and the industry — might go elsewhere if the country doesn’t put more capital into the growing sector. “There are offers on the table to build nuclear fission power plants not in the United States, so we can do that.”
You’d be forgiven if you thought Commonwealth and nuclear fusion was already doing well. The Massachusetts-based pioneer in fusion technologies raised $1 billion in new investment just a couple months ago. Generally speaking, innovation in nuclear power is incredibly popular in Congress, which has an influential bipartisan Fusion Energy Caucus. Commonwealth has received public support from the Trump administration’s Energy Department, as has one of the Heatmap House sponsors, Inertia.
But we’re talking about nuclear fusion, a still-futuristic form of energy generation seeking to harness the power of stars exploding in contained environments. It’s an insanely promising tech moonshot.
Mumgaard said the company is aiming for its tech to provide electrons onto the grid by the 2030s. He also said a Fusion Industry Association request to Congress and the Trump administration for $10 billion of investment might be what’s needed for that power to be American first.
“We debated that [amount] with the industry association, and you have to say what gets the job done. It’s a disservice to lowball what’s needed,” he told my colleague Katie Brigham. “This is a very important thing. It’s an entirely new industry. Let’s treat it as such.”
He added his view that U.S. fusion development is essentially an energy security maneuver, and that competition with China on fusion should be seen as parallel to the race for dominance in artificial intelligence.
“Think about what it means in a technological race. Power is the thing that powers the next economy, right?” Mumgaard said. “All the geostrategic strife we have right now is about power in the form of natural resources. Who has them? What are they? What boats are they on through what body of water? Fusion takes all of that off the table.”
Representative Mike Levin, It’s Electric, Rivian, and more showed up for the mobility session at Heatmap House.
On the surface, the climate case for electric vehicles is simple: Battery-powered cars can eliminate our need to burn dirty gasoline and diesel, and as more renewables come onto the grid, they’ll only run more and more cleanly. But the benefits that can be gained from electrifying the vehicle fleet run far deeper, a case that a variety of speakers made at Heatmap House on Wednesday as part of New York Climate Week.
Andrew Peterman, director of advanced energy solutions at the EV maker Rivian, explained how electric vehicles are becoming a multi-tiered grid solution. Rivian itself is cooperating with drivers and utilities to create automatic smart charging so that EVs can charge when energy is abundant and inexpensive, saving the user money — in some cases as much as $1,000 per year — and easing strain on the grid. Doing so helps to keep electricity prices down, which is good for the country and for the bottom line of an electric vehicle maker.
“Our ability to sell and give people value out of an electric vehicle can only be enabled if we transform the grid to be able to be affordable, reliable, and cleaner for everyone,” Peterman told Heatmap deputy editor Jillian Goodman. “We need to use our role in the energy system to enable customers to get more value out of the grid. So everything we do is about grid transformation to enable electric vehicles to have an even stronger and stronger value proposition. When we bring down electricity costs, that brings down the total cost of ownership for our vehicle owners.”
Of course, energy can go in the other direction, too. Now that millions of EVs are on the road, the multitude of kilowatt-hours stored in EV batteries can be a grid asset. That goes for vehicle-to-grid integration, where EVs can discharge energy to help balance the grid when they’re not driving. But it’s an especially compelling proposition when those batteries get older and are no longer optimal for powering vehicles. Rivian is working with partners such as Redwood Materials to recycle old EV batteries and to repurpose some as grid storage. The same is true at Waymo, whose fleet of autonomous, only-electric rideshare vehicles have racked up hundreds of thousands of miles in some cases.
“Our fleets are sometimes outlasting our batteries where they still work, but they’re just not optimal for the ride-hailing fleet,” Waymo head of environment and sustainability Adam Lenz told Nico Lauricella, Heatmap’s CEO and editor in chief. “So we’re taking those batteries out, refreshing them, and then there’s still a lot of life left on this battery. We’re working with a partner that’s based out of L.A. County where we provide service and they’re deploying those batteries to support front of the meter grid storage.” (Waymo is also a sponsor of Heatmap House.)
It’s clear that the rideshare economy will be dominated by electric vehicles, and Lenz argued that this fact helps extend the climate benefits of electrification and autonomy to people who don’t want to drive or have been priced out by the upfront costs of an EV. The promise that self-driving cars will ultimately be much safer compared to those driven by fallible humans makes it safer to walk or bike, the most sustainable transportation methods. Waymo recently introduced a partnership with Visa to give San Francisco Bay Area riders a $2.85 Waymo account credit (the price of a bus ride in S.F.) when they combine a rideshare trip with a train or bus linkup to create a mulit-modal journey — a roundabout way to create “free” buses.
Across the country, EV charging could help give New York City not only cleaner skies but also improved grid management. The city’s Green Ride Initiative is meant to have New York’s taxi and rideshare trips be majority-electric by 2030, yet NYC has been a charging desert compared to other dense cities like London. Tiya Gordon, co-founder and COO of charging company it’s electric, came to Heatmap House to discuss her company’s recent win of a contract to install 700 new street chargers in New York, which has only 88 today.
It’s not just how many chargers are going in, she said, but where — the majority will go into neighborhoods in Brooklyn and Queens where rideshare drivers live and park their cars overnight. Albert Gore, executive director of the Zero Emission Transportation Association, added: “It makes a lot of sense also when you think about the impact to the grid. If you are directing a lot of that charging at night, particularly for these high mileage use cases, that actually puts downward pressure on electricity rates. EVs are a very, very flexible load.”