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To change minds, first you have to understand them.

Evangelicals have a reputation as America’s biggest climate change deniers, religious obsessives who’ve let ancient prophecies for the end of the world preclude rational acceptance of environmental science. The “climate alarmist cult want[s] you to think the world is gonna end in 12 years,” longtime Fox host Sean Hannity, apparently eager to fulfill the stereotype, said last year. “My feeling is: If it really was gonna end in 12 years, to hell with it all! Let’s have one big party for the last 10 years, and then we’ll all go home and see Jesus.”
That language won’t surprise anyone familiar with long-standing polling data and political theorizing on (white) evangelicals and climate change. “In general,” as a 2022 Pew Research study summarized, “evangelical Protestants tend to be the most likely of all major U.S. religious groups to express skeptical views” of climate science. And by Pew’s count, evangelicals are both the single largest religious group in the country and markedly more homogenous as a voting bloc than the two next largest factions, “nones” and Catholics. For environmental activists looking for the single greatest public obstacle to climate policy progress, then, evangelicals are the obvious pick.
But American evangelicals aren’t uniformly skeptical of climate science, and even among those who say climate change is real but caused by “natural patterns” (36 percent) or who deny the change altogether (17 percent), a straightforward narrative of wild-eyed apocalypticism is misleading at best. Yet so too is a simple story of political partisanship, a glib assumption that evangelicalism is irrelevant if we’re already dealing with Republicans.
For many evangelical climate skeptics, particularly those who came of age in the last quarter of the 20th century, theology, politics, history, and culture are tightly interwoven on this issue, reinforcing one another in ways that may not be apparent outside the subculture. There’s no way to untangle those factors, to address politics and ignore theology or vice versa. To understand — let alone shift — evangelical thinking on climate change, you have to see the whole tapestry of influences.
Imagine a white evangelical boomer who votes Republican and is skeptical of anthropogenic climate change. He may have first heard about global warming in the 1970s, perhaps in connection to Paul Ehrlich’s 1968 book, The Population Bomb, a dire prediction of explosive overpopulation, environmental degradation, and mass famine. (The book is newsy again because of Ehrlich’s recent appearance on 60 Minutes, but suffice it to say the forecasts didn’t exactly hold up.) Or maybe this boomer started paying attention to climate policy in the early 2000s, when lifestyle changes like recycling were going mainstream and the climate cause was championed by former Vice President Al Gore, newly loosed from his role as second-in-command to evangelical bête noire Bill Clinton.
It wasn’t inevitable, at this point, that our imagined evangelical Republican would reject the notion of human-caused climate change.
We can envision, for example, an alternate history in which free market types opposed pollution on private property grounds; gun-toting cultural conservatives followed in Teddy Roosevelt’s footsteps as rugged conservationists; and evangelicals — as many have, in fact, done — became champions of “creation care” whose end times theology told them to partner with God in restoring the world.
Of course, that’s not what happened. Our evangelical boomer likely learned about climate change from people who were already his political and social opponents: people with whom he disagreed on a host of other issues, people who protested wars he supported and maybe denounced the religion that gave his life meaning, people who might have even told him he was killing the planet by having his third kid. Evangelicals see climate activism “as another political movement out to get them, one that hates big families,” conservative commentator Erick Erickson told The Washington Post in 2017.
Meanwhile, evangelicals’ political allies — which, with increasing uniformity, meant Republicans — insisted climate science wasn’t a sure thing. “Should the public come to believe that the scientific issues are settled, their views about global warming will change accordingly,” advised an early 2000s memo by GOP strategist Frank Luntz. “Therefore you need to continue to make the lack of scientific certainty a primary issue.'”
Republicans talking to evangelical constituents wouldn’t have had a hard sell here, because evangelicals’ recent history made skepticism about climate science unusually easy to swallow. The Scopes Monkey Trial of 1925 and subsequent political scuffles over the origins of the Earth had long since primed the movement to be leery of scientific expertise.
And then there’s the eschatology: theological beliefs about the end of the world as we know it. Our imagined boomer came of age when Hal Lindsey’s The Late Great Planet Earth was “the top-selling nonfiction book” of the decade. He’d probably read it and come away convinced that signs of the nearing apocalypse would be reported on the nightly news.
“Christian fascination with the end of the world has existed for a very long time,” as evangelical scholar Mark A. Noll explained in his landmark work, The Scandal of the Evangelical Mind, first published in 1994, but “recent evangelical fixation on such matters — where contemporary events are labeled with great self-confidence as the fulfillment of biblical prophecies heralding the End of Time — has been particularly intense.” In the framework of Late Great and its many imitators, any crisis could be interpreted as birth pangs of the apocalypse.
But despite the many images of environmental catastrophe in the book of Revelation, Christians’ primary apocalyptic text, the end of the world couldn’t come from manmade global warming. It would come from God (and probably the Soviet Union). The scientists were talking up the wrong apocalypse. And anyway, the story ends happily, with God “making everything new.” As theologian N.T. Wright has summarized the Christian anti-environmentalist position: “Why wallpaper the house if it’s going to be knocked down tomorrow?”
For outside observers, it might appear that evangelicals’ religious beliefs are driving their policy preferences. But the reality isn’t that tidy. The Late Great mindset was inextricably about politics and current events; its interest was as much — or more — in the leaders and headlines of the day as in the meaning of centuries-old scripture. And that kind of entanglement is a constant feature of evangelical thinking about climate.
For instance, the most comprehensive recent research into the role of evangelicals’ religious beliefs in shaping their climate politics likely comes from an October 2022 paper by political scientists Paul A. Djupe and Ryan P. Burge in the Politics and Religion journal of Cambridge University Press. The authors come to two key conclusions.
First, political ideology and party affiliation are the best predictors of climate attitudes: “Democrats are more likely to agree that the [federal government should do more to fight climate change], while Tea Party and Republican identifiers are more likely to disagree.”
And second, evangelicals who accept the scientific consensus on anthropogenic climate change are indistinguishable from other Americans on federal climate policy. It’s only among climate skeptics that evangelicals stand out (they’re unusually opposed to federal action). This means “religious beliefs are only effective when certain secular beliefs are held,” Djupe and Burge write.
It might be tempting to thus assume that evangelical views on climate matter a lot less than Republican skepticism of science. All that stuff about God and the end times isn’t irrelevant, but it’s not the main factor.
Yet that verdict rests on a big assumption: that evangelicals’ acceptance or rejection of the scientific consensus on anthropogenic climate change is indeed a secular belief. For many Americans, that’s a self-evidently nonreligious topic. But for lots of evangelicals, it’s not secular at all. It’s inseparable from explicit theological convictions about how God operates in history, from worries about whether “scientific materialism” leaves any room for divine purpose for humanity, and from a lingering, subconscious mindset that philosopher Charles Taylor called living in an “enchanted world,” a world in which invisible spiritual forces can have real influence over everything from intrusive thoughts to natural disasters.
Younger generations of American evangelicals are markedly more likely to be concerned about climate change and supportive of federal policy intervention. That tracks with generational, political shifts among Republicans, but it tracks with theological and cultural trends, too. Environmentally conscious lifestyle choices have long been normalized. Each generation’s mindset seems less enchanted than the last. And after 50 years of apocalypticism unfulfilled, millennial and gen-Z evangelicals are less interested in eschatology and prophecy-inflected politics. It’s “barely worth considering,” a 2009 essay on evangelical generation gaps explained, “unless, of course, we are mocking Left Behind among our peers.”
Evangelical climate politics were never just partisanship or just religion. For better and worse, it was always both. The rise of evangelical climate skepticism was a messy, multi-causal thing. Its decline among new generations of evangelicals will be too.
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SoftBank’s error and Nvidia’s scandal suggest data centers may have already peaked as an economic and energy trend.
This is Heatmap Daily, a weekday digest written by our executive editor. Subscribe here.
Covering energy and climate change sometimes means seeing certain stories in a different light than others. And a particularly vivid hue illuminated The Wall Street Journal’s report today that the Japanese conglomerate SoftBank Group is taking a $3.7 billion loss on several gigawatts’ worth of natural gas turbines.
For the Journal, the big news is that SoftBank and its billionaire founder, Masayoshi Son, are failing to capitalize on the artificial intelligence boom. But at Heatmap, we’re thinking about the turbines.
The data center boom and the return of electricity load growth has depleted the world’s supply of natural gas turbines. SoftBank had purchased reservations for about 13 gigawatts of turbines, according to the Journal. That’s a staggering amount of electricity — it could meet New York City’s maximum power draw on the hottest part of a summer’s day. The conglomerate now seems set to dump reservations for about four gigawatts’ worth. Keeping a reservation, it turns out, really is harder than making it.
Most of those rotors were reportedly from GE Vernova, one of the world’s largest producers of gas turbines. GE Vernova’s order list for gas turbines has been filled for nearly two years and the waiting list now stretches into 2031. That has led data center developers, hungry to get power as soon as possible, to reach for ever dirtier forms of electricity generation, including diesel generators and even old jet engines.
On that front, SoftBank’s failure to sell the turbines to a higher bidder suggests (albeit weakly) that demand for energy-producing assets might not be as strong as the AI boom’s backers once thought. SoftBank was already set to send about 9 gigawatts of turbines to the enormous Trump-backed OpenAI data center in Pike County, Ohio. The roughly remaining four gigawatts will be released back their manufacturers. (One thing this news can’t quite tell us, alas, is what type of turbine set-up will be used in the Pike County facility, which will be the world’s largest gas-fired power plant if it is build to completion. Recent public filings have suggested the facility isn’t planning on using any turbines in the more efficient combined-cycle configuration, which would mean the plant’s carbon intensity will be worse than most other new natural gas plants. But we’d love to hear any tips on this front.)
To zoom out for a second, I’m struck by how the AI bubble has been replaced by an AI muddle. As I wrote this, news emerged that Nvidia is preparing to fire its CEO, Jensen Huang, for his affair with a Chinese woman who is alleged to be a spy. (He had at least one more affair with another Nvidia executive, according to The New York Times.) Under Huang’s leadership, Nvidia has invested in a sprawling and sometimes circular network of energy-related companies, including Emerald AI, a startup that helps data centers flex their electricity consumption, and Redwood Materials, a battery recycler and producer led by the former Tesla executive J.B. Straubel. Huang has used Nvidia’s enormous balance sheet to buy down the risk of other AI and AI-related companies, propelling the overall AI trade to become the biggest story in American markets.
Now that balance sheet is in peril: Nvidia’s stock is already down 11% over the past five days, and it has fallen another 8% in after-hours trading since news broke of Huang’s ouster. If the chip designer’s financial network began to fray — or even if the next CEO had a lower risk appetite than Huang — then its demise could impact a much larger set of firms.
Even before the Huang scandal broke, companies at the center of the AI trade were showing signs of weakness. Alphabet, Meta, and Microsoft are all down on the month. Nvidia was already lagging by about 10% on the month before its hebdomas horribilis began, too. The memory and chip makers Micron and Applied Materials are both down more than 25% in about the same period, and GE Vernova and Oklo have fallen nearly 20%. Although the data center company Coreweave rebounded on an earnings beat today, it’s still down 24% on the month and nearly 50% since May.
The market rout isn’t total — Anthropic seems likely to enjoy one of the largest IPOs ever in the next week (although perhaps not with quite as large a valuation as its investors once imagined). And the underlying technology of AI seems to be getting worryingly better all the time. But even though the politics of data centers and AI seem set to dominate the new Washington, I’m wondering if data centers as a mainstream economic trend might have already peaked. Americans voted for a more subdued AI boom in the midterms. Now it seems like they might get it ahead of schedule.
Lunar Energy’s latest AI-powered system aims to integrate EVs into the automated demand response mix.
In theory, it’s straightforward to assemble the smart energy home: Solar panels, home backup batteries, and electric vehicles, plus smart thermostats, heat pumps, and water heaters — all the individual pieces can be had for the homeowner who can afford the up-front cost. The challenge is getting all those pieces to talk to one another.
Bay Area-based Lunar Energy is one of the tech firms that’s been trying to crack this problem. Today, it announced an upgraded version of its artificial intelligence-powered home energy control system, which not only integrates all those separate systems but also responds tactically to energy markets. CEO Kunal Girotra told me Lunar AI saves its users money by monitoring their home 24/7 and making decisions to charge, not to charge, or discharge so that they save the most money.
“Utilities are all moving to almost-real-time changes of rates,” he said. “You need software to handle that for you. I think that the race is on for who has the best AI machine learning algorithms to save the most amount of money. And so far, we seem to have a head start.”
Lunar’s first-generation system focused on generation, storage, and control. In other words, it connected elements like a home’s rooftop solar panels with the backup battery the residents might keep in the garage, using the AI to decide when to meet the home’s real-time energy needs with solar versus grid energy versus stored power. What it didn’t have was the ability to work with electric vehicles to manage charging and use the car’s battery as a bonus source of energy.
To fix this, Lunar has built its own bidirectional EV charger — one that can charge up the battery or discharge the car’s battery for a secondary use, like backing up the home’s power supply. Girotra, formerly the head of Tesla Energy, told me the problem with that functionality to this point has been the connection point between the car and the home electrical system. Carmakers and other companies in the space didn’t have the deep experience with electrical certifications to make the process seamless, he tells me. That led to setups like the original Ford Charge Station Pro, which required several different wall-mounted electrical boxes to connect the F-150 Lightning EV to the home.
Lunar’s charger is built to connect to its customers’ existing home Lunar energy system, which includes a microgrid interconnect device they call Lunar Bridge that islands the home in case of a power outage on the grid. In that way, the power stored in the EV battery is ready to back up the home in case of a blackout without any additional work — or to be optimized as part of a fully smart home that’s making money as part of a virtual power plant.
The company’s setup allows for another fun feature: “slow” charging that’s not slow at all, but actually two or three times as fast as the Level 2 charging most EV owners use to recharge their batteries overnight. Electric cars in the U.S. can typically take on only about 11 kilowatts of AC power from one’s home because of the limitations of their on-board hardware. Because Lunar’s system is fully DC, however, Girotra said the company decided to build a DC home charger, one that — like a Tesla Supercharger or other DC fast chargers out in the world — isn’t limited by that power cap. Lunar said it could use a combination of power from the grid, home solar, or home batteries to charge an EV at up to 25 kilowatts. That’s enough to recharge an EV in three to four hours rather than six to eight.
“If the standards get high, and if everybody sees cars can get charged in three hours, then all of a sudden people are like, ‘Wow, this is how I want it,’” he said. “Especially for 25% of the users who are like me, who always are running low on charge and they don’t mind a boost every now and then.”
Some of the other improvements in the second-gen system are more incremental. An inverter that’s 40% more powerful helps Lunar get its system up to enterprise scale. That’s crucial, as the world moves toward a place where more homes and businesses employ battery backup systems. Lunar’s new batteries come in modular 5 kilowatt-hour blocks ranging from 10 kilowatt-hours to 30 kilowatt-hours in a single unit and scale up to 300 kilowatt-hours for home or small commercial use; there’s also new pad-mounted configurations with capacity up to 1 megawatt-hour.
Batteries, though, are the simple part. Everyone from EV makers like Rivian to utilities like Octopus Energy is racing to make a person’s or a business’s batteries and solar panels and electric cars work for them, using the power of AI to account for moment-to-moment changes in energy prices and supply. Lunar’s new tech makes the case that the most important element is a single brain to integrate every last smart, electrified thing in your house.
The fundraise comes on the heels of a $50 million grant from the Department of Energy.
Almost all lithium-ion batteries on the market rely on graphite for their anodes, more than 90% of which is processed in China. That concentration has created a chokepoint in the Pentagon’s supply chain as the military increasingly turns to batteries to help its transportation network operate more quietly and reduce reliance on complex refueling logistics.
So when Congress passed the latest National Defense Authorization Act at the end of 2025, barring Chinese-linked battery materials from military use starting in 2028, Coreshell saw an opening. While the California-based silicon-anode battery startup had previously focused on automakers as its beachhead customers, it’s now shipping its first battery cells to the military for use on Navy ships and Army ground vehicles. On Wednesday, Coreshell announced a $30 million Series B to scale up manufacturing operations to meet the needs of this growing customer base.
“We’re entering a new stage where we’re no longer, I would say, demand limited,” Coreshell’s CEO Jonathan Tan told me. “This year we’ve had to put on second and third shifts, work nights and weekends, just to get the product out the door.”
Coreshell sets itself apart by going a step further than the NDAA requires. The law doesn’t make suppliers trace battery materials all the way back to the mine, which would be exceedingly difficult given China’s dominance across the battery supply chain. But Coreshell has nevertheless eliminated Chinese sourcing from its anodes by replacing graphite with silicon mined and refined in the U.S. by Ferroglobe, one of its Series A investors.
Ferroglobe and global investment firm Access Industries led the latest round, with defense contractor ADS also joining as a new strategic investor. The financing comes on the heels of a $50 million Department of Energy grant that Coreshell secured in August as part of a program to strengthen the domestic battery supply chain. That funding will support the company’s first commercial-scale facility, a 2-gigawatt-hour factory.
That’s about 20 times the size of the 100-ish-megawatt-hour plant the startup had originally envisioned, as the DOE grant has allowed Coreshell to “expand much further than we were originally expecting,” according to Tan. The company is now evaluating several potential U.S. sites and expects to announce its selection early next year. For now, it relies on unnamed contract manufactures, along with its small pilot line in San Leandro, to produce its cells. But once the gigafactory gets up and running, the startup plans to bring electrode production in house by 2028, followed by full cell assembly in 2029.
Building this plant will ultimately require significant additional capital. But Tan believes this latest vote of confidence from the federal government will help Coreshell to diversify its capital stack as it continues to fundraise. “That’s one of the great things about having such a notable DOE award is that it also allows us to attract multiple forms of capital,” he told me.
Silicon has long been recognized as a promising alternative material for battery anodes, as it can store far more energy than graphite. The catch is that it tends to swell during charging, causing it to break down quickly and ultimately leading to a much shorter cycle life. Coreshell says it’s extended its anode’s lifespan by giving it a proprietary coating, which Tan told me back in April essentially means “painting the inside of your battery” with an ultra-thin protective layer.
Other companies, such as Sila Nanotechnologies and Group14 Technologies, are also working to commercialize silicon anodes. But Coreshell says many of its competitors rely on more highly engineered, expensive forms of silicon, such as silane gas. By contrast, Coreshell uses metallurgical silicon, a cheap, raw commodity already widely used in aluminum alloys. That, Tan argues, gives the company a cost advantage not only over its competitors, but potentially Chinese graphite too.
Coreshell hasn’t yet demonstrated that its cells can meet the performance demands of the automotive industry, however. When the company raised its Series A in early 2025, it said it expected its automotive cells to exceed 1,000 charge cycles while retaining 80% of their original capacity. But Tan told me many defense applications don’t require such demanding performance targets, as Navy ships and ground vehicles are “not intending to have as many miles or missions or use cases on that same battery” as a consumer EV would.
That doesn’t mean the company is abandoning its automotive ambitions. As Tan pointed out, electric vehicles remain by far the largest source of global and domestic battery demand. “It’s natural for us to obviously utilize the security supply chain first,” he told me. “That allowed us to really get to commercialization, revenue, and production faster, because automotive qualification is this longer journey. But ultimately, we want to do both of those and more.”