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The president of the Clean Economy Project calls for a new approach to advocacy — or as she calls it, a “third front.”

Roughly 50,000 people are in Brazil this week for COP30, the annual United Nations climate summit. If history is any guide, they will return home feeling disappointed. After 30 years of negotiations, we have yet to see these summits deliver the kind of global economic transformation we need. Instead, they’ve devolved into rituals of hand-wringing and half measures.
The United States has shown considerable inertia and episodic hostility through each decade of climate talks. The core problem isn’t politics. It’s perspective. America has been treating climate as a moral challenge when the real stakes are economic prosperity.
I’ve spent my career advancing the moral case from inside the environmental movement. Over the decades we succeeded at rallying the faithful, but we failed to deliver change at the scale and speed required. We passed regulations only to watch them be repealed. We pledged to cut emissions and missed the mark, again and again.
People think of climate change as a crisis to contain when it’s really a competition to win. We need to build what’s next, not stop what’s bad. And what’s at stake isn’t just emissions; it’s whether America leads or lags in the next era of global economic growth.
That calls for a new approach to climate action — a third front.
In the early 1900s, the first front focused on conservation — protecting forests, nature, and wildlife. The second front, in the 1960s and 70s, tackled pollution — cleaning up our air and water, regulating toxins, and safeguarding public health. Both were about “stopping” harm. They worked because they aimed at industries where slowing down made sense.
But energy doesn’t fit that mold. International pledges and national regulations to “stop” carbon emissions are destined to fail without affordable and accessible fossil-fuel replacements. Why? Because low-cost energy makes people’s lives better. Longer life expectancies, better health care, lower infant mortality, and higher literacy follow in its wake. Energy is foundational for prosperity, powering nearly every part of our modern lives.
No high-income country has low energy consumption. Prosperity depends on abundant energy. Global energy demand will keep rising, as poor countries install more refrigerators and air conditioning, and rich countries build more data centers and advanced manufacturing. Today, fossil fuels provide 80% of primary energy because they are cheap and easy to move around. That’s why the tools of “stopping harm” that we used to protect rivers and forests will not win the race. Innovation, not limits, leads to progress.
The third front is not about blocking fossil fuels; it’s about beating them. Stopping fossil fuels doesn’t fix the electric grid or reinvent steelmaking. By contrast, lowering the cost of clean technologies will spur economic growth, create jobs in rural counties, and lower electricity bills for working families.
Yet clean energy projects in the U.S. are routinely delayed by red tape, outdated rules, and policy whiplash. A transmission line often takes more than a decade to plan, permit, and construct. Meanwhile, China has added more than 8,000 miles of ultra‑high‑voltage transmission in just four years, compared with fewer than 400 miles here at home. American entrepreneurs are ready to build but our systems and rules haven’t caught up.
And the urgency to fix the problem is mounting. Electricity prices and energy demand are surging, while terawatts of clean energy projects pile up in the interconnection queue. We are struggling to build a 21st century economy on 20th century infrastructure.
The third front of climate action starts with building faster and smarter. That responsibility lies with policymakers at every level. In the U.S., Congress and federal agencies must treat energy infrastructure as economic competitiveness, not just environmental policy. State and local regulators must expedite permitting. Regional grid operators must speed up interconnection and integration of new technologies.
But government’s role is to clear the path, not dictate the outcome. The private sector — entrepreneurs pioneering technologies from long-duration storage to advanced geothermal to next-generation nuclear — is ready to build. What they need is for policymakers to remove the obstacles. We can use public policy not to command markets, but rather to unlock them, reward innovation, and create certainty that encourages investment.
The same logic applies globally. The multilateral climate system has focused on negotiating emission limits, but we need a renewed effort toward lowering the cost of clean energy so it can outcompete fossil fuels in every market, from the richest economies to the poorest. Whether through the UN, the G-20, or the Clean Energy Ministerial, the international community must play a role in that shift — not through collating new pledges, but by taking action on cost reduction, technology deployment, and removing barriers to scale. Through economic cooperation and competition, both, domestic policies around the world need to align toward making clean energy win on economics, backed by private capital and innovation.
It’s time to measure progress not only by tons of carbon avoided, but also by how much new energy capacity we add, how quickly clean projects come online, and how much private capital moves into clean industries.
There is a cure for the fatigue induced from 30 years of climate summits and setbacks. It’s a new playbook built on economic growth and shared prosperity. The goal is not only to reduce emissions. We must build a system where clean energy is so affordable, abundant, and reliable that it becomes the obvious choice. Not because people are told to use it, but because it is better.
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On Trump's global gas up, a Garden State wind flub, and Colorado coal
Current conditions: From Cleveland to Syracuse, cities on the Great Lakes are bracing for heavy snowfall • Rainfall in Northern California could top 6 inches today • Thousands evacuated in the last few hours in Taiwan as Typhoon Fung-wong makes landfall.
The bill that would fund the government through the end of the year and end the nation’s longest federal shutdown eliminates support for the Department of Agriculture’s climate hubs. The proposed compromise to reopen the government would slash funding for USDA’s 10 climate hubs, which E&E News described as producing “regional research and data on extreme weather, natural disasters and droughts to help farmers make informed decisions.”
There were, however, some green shoots. A $730 million line item in the military’s budget could go to microgrids, renewables, or nuclear reactors. The bill also contains millions of dollars for the cleanup of so-called forever chemicals, which had stalled under the Trump administration. Still, the damage from the shutdown was severe. As Heatmap reported throughout the record-breaking funding lapse, the administration slashed funding for a backup energy storage system at a children’s hospital, major infrastructure projects in New York City, and droves of grants for clean energy.

Call it American exceptionalism. The effects of President Donald Trump’s One Big Beautiful Bill Act and America’s world-leading artificial intelligence development “have meaningfully altered” the International Energy Agency’s forecasts of global fossil fuel usage and emissions, Heatmap’s Matthew Zeitlin wrote this morning. The trajectory of global temperature rise may be, as I have written in this newsletter, so far largely unaffected by the new American administration’s policies. But multiple scenarios outlined in the Paris-based IEA’s 2025 World Energy Outlook predict “gas demand continues growing into the 2030s, due mainly to changes in U.S. policies and lower gas prices.”
That stands in contrast to China, a comparison that was inevitable this week as the world gathers for the United Nations climate summit in Belém, Brazil — the first that Washington is all but ignoring as the Trump administration moves to withdraw the U.S. from the Paris Agreement. As I wrote here yesterday, China's emissions remained flat in the last quarter, extending a streak that began in March 2024.
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Heatmap’s Jael Holzman had a big scoop last night: Yet another offshore wind project on the East Coast is kaput. The lawyers representing the Leading Light Wind offshore project filed a letter on November 7 to the New Jersey Board of Public Utilities informing the regulator it “no longer sees any way to complete construction and wants to pull the plug,” Jael wrote. “The Board is well aware that the offshore wind industry has experienced economic and regulatory conditions that have made the development of new offshore wind projects extremely difficult,” counsel Colleen Foley wrote in the letter, a copy of which Jael got her hands on. The project was meant to be built 35 miles off New Jersey’s coast, and was expected to provide about 2.4 gigawatts of electricity to the power-starved state.
It’s the latest casualty of Trump’s “total war on wind,” and comes as other projects in Maryland and New England are fighting to retain permits amid the administration’s multi-agency onslaught.
Xcel Energy proposed extending the life of its Comanche 2 coal-fired power plant for 12 months past its shutdown date in December. The utility giant, backed by state officials and consumer advocates, told the Colorado Public Utilities Commission on Monday that maintaining power production from the 50-year-old unit was important as the power plant scrambled to maintain enough power generation following the breakdown of the coal plant's third unit. The 335-megawatt Comanche 2 generator in Pueblo is expected to get approval to keep running. “We need it for resource adequacy and reliability, underlining that need for reliability and resource adequacy are central issues,” Robert Kenney, CEO of Xcel Energy’s Colorado subsidiary, told The Colorado Sun. The move comes as Trump’s Department of Energy is ordering coal plants in states such as Michigan to keep operating months past closure deadlines at the cost of millions of dollars per month to ratepayers, as I have previously written.
Pennsylvania, meanwhile, may be preparing to withdraw from the Regional Greenhouse Gas Initiative, the cap-and-trade market in which much of the Northeast’s biggest states partake. A state budget deal described by Spotlight PA reporter Stephen Caruso on X would remove the commonwealth from the market.
Germany and Spain vowed to give $100 million to the World Bank’s Climate Investment Funds, a $13 billion multilateral financing pool to help poor countries deal with the effects of climate change. The funding, announced Monday at an event at the U.N.’s Cop30 summit in Brazil, is “an opportunity too large to ignore,” Tariye Gbadegesin, chief executive officer of Climate Investment Funds, said in a statement. While mitigation work has long held priority in international lending, adaptation work to give some relief to the countries that contributed the least to climate change but pay the highest tolls from extreme weather has often received scant support. In his controversial memo calling for a sober, new direction for global funding, billionaire philanthropist Bill Gates called on countries to take adaptation more seriously. For more on what he said, read the rundown Heatmap’s Robinson Meyer wrote.
Right in time for the region’s most iconic season, when even celebrants in farflung parts of this country think of the old Puritan lands during Halloween and Thanksgiving, I bring to you what might be the most New England story ever. A blade broke off a wind turbine near Plymouth, Massachusetts, last week and landed in — get ready for it — a cranberry bog. The roughly 90-foot blade left behind debris, but “no one was hurt, and the turbine automatically shut itself down as designed,” the local fire chief said.
Rob and Jesse unpack one of the key questions of the global fight against climate change with the Centre for Research on Energy and Clean Air’s Lauri Myllyvirta.
Robinson Meyer and Jesse Jenkins are off this week. Please enjoy this selection from the Shift Key archive.
China’s greenhouse gas emissions were essentially flat in 2024 — or they recorded a tiny increase, according to a November report from the Centre for Research on Energy and Clean Air, or CREA. A third of experts surveyed by the report believe that its coal emissions have peaked. Has the world’s No. 1 emitter of carbon pollution now turned a corner on climate change?
Lauri Myllyvirta is the co-founder and lead analyst at CREA, an independent research organization focused on air pollution and headquartered in Finland. Myllyvirta has worked on climate policy, pollution, and energy issues in Asia for the past decade, and he lived in Beijing from 2015 to 2019.
On this week’s episode of Shift Key, Rob and Jesse talk with Lauri about whether China’s emissions have peaked, why the country is still building so much coal power (along with gobs of solar and wind), and the energy-intensive shift that its economy has taken in the past five years. Shift Key is hosted by Robinson Meyer, the founding executive editor of Heatmap, and Jesse Jenkins, a professor of energy systems engineering at Princeton University.
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Here is an excerpt from our conversation:
Robinson Meyer: When we think about Chinese demand emissions going forward, it sounds like — somewhat to my surprise, perhaps — this is increasingly a power sector story, which is … is that wrong? Is it an industrial story? Is it a …
Lauri Myllyvirta: I want to emphasize the steel sector besides power. So if you simply look at what the China Steel Association is projecting, which is a gradual, gentle decline in total output and the increase in the availability of scrap. If you use that to replace coal-based with electricity-based steelmaking, you can achieve an about 40% reduction in steelmaking emissions over the next decade.
Of course, some of that is going to shift to electricity, so you need the clean electricity as well to realize it. But that’s at least as large an opportunity as there is on the power sector, so that’s what I’m telling everyone — that if you want to understand what China can accomplish over the next decade, it’s these two sectors, first and foremost.
Jesse Jenkins: Yeah. I mean, there’s some positive overall trends, right? If you look at the arc that we’re seeing in each sector, with renewables growth starting to outpace demand growth in electricity and eat into coal in absolute terms, not just market share, with the transition in the steel industry — which is sort of a story that we’ve seen in multiple countries as they move through different phases, right? As you’re building out your primary infrastructure, the first time you don’t have enough scrap, but as the infrastructure and rate of car recycling and things like that goes up, you now have a much larger supply. And that’s the case in the U.S., where the vast majority of our steel now comes from scrap.
And then, you know, the slowdown in the construction boom — China’s built an enormous amount of infrastructure and housing, and there’s only so much more that they need. And so the pace of that construction is likely to fall, as well. And then finally, the big shift to EVs in the transportation sector. So you’ve got your four largest-emitting sources on a very positive trajectory when it comes to greenhouse gas emissions.
Mentioned:
CREA’s reports on China’s emissions trajectory
Chinese EV companies beat their own targets in 2024
How China Created an EV Juggernaut
Jeremy Wallace: China Can’t Decide if It Wants to Be the World’s First ‘Electrostate’
This episode of Shift Key is sponsored by …
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Music for Shift Key is by Adam Kromelow.
The group’s latest World Energy Outlook reflects the sharp swerve in U.S. policy over the past year.
The United States is different when it comes to energy and fossil fuels. While it’s no longer the world’s largest greenhouse gas emitter, no other country combines the United States’ production and consumptive capacity when it comes to oil — and, increasingly, natural gas. And no other country has made such a substantial recent policy U-turn in the past year, turning against renewables deployment at the same time as it is seeing electricity demand leap up thanks to data centers.
All of this is mirrored in the International Energy Agency’s 2025 World Energy Outlook, released Wednesday, which reflects a stark portrait of how America’s development of artificial intelligence and natural gas has made it distinct from its global peers. In combination, the effects of the One Big Beautiful Bill Act and the U.S.’s world-leading artificial intelligence development have meaningfully altered the group’s forecasts of global fossil fuel usage and emissions.
Much of the report compares two different scenarios for global energy usage and emissions — one looking at what governments are actually doing, and the other at what they say they want to do. The difference between the two is in the pace of the renewables buildout, and especially the pace at which fossil fuels’ place in the energy supply is wound down, if it is at all.
For example, the Current Policies Scenario (the stricter scenario) shows “demand for oil and natural gas continu[ing] to grow to 2050,” while the Stated Policies Scenario, or STEPS (the more optimistic one) shows oil use flattening “around 2030.” But in both cases, “gas demand continues growing into the 2030s, due mainly to changes in U.S. policies and lower gas prices.”

Even in the more optimistic outlook, natural gas use peaks later than it did in earlier forecasts. In 2035, the IEA projects, gas output will be 350 billion cubic meters greater than it projected last year, which is roughly equal to the annual gas production of Texas — and that’s in the optimistic scenario. “Three-quarters of this is for electricity generation, mainly in the United States, Japan and the Middle East, and reflects higher electricity demand and slower progress in adding renewables to the generation mix than projected,” the report says.
But the U.S. is not the whole story — the tide of renewable deployment continues apace. The clean energy analytics group Ember argues that the report’s “downgrades on clean growth in the U.S. are offset by rises in other countries,” especially as electric vehicles grow in popularity everywhere else. While the STEPS forecast shows a 30% drop in renewables capacity compared to last year’s projection in 2035 in the US (and a 60% drop in EVs on the road in 2035), “there are 20% more EVs projected in emerging markets outside China and the renewables forecast was also upgraded outside the U.S,” Ember said in a statement.
Ember attributes this to an “increasing focus on energy security,” with more countries following China in electrifying broader swathes of their economies in order to reduce their dependence on fossil fuel imports like natural gas, coal, and oil — including from the United States.
Similarly, Ember is sanguine about artificial intelligence throwing off projections for the wind-down of fossil fuels, which the IEA has and continues to portray generally as largely a U.S. phenomenon.
The IEA estimates that over 85% of global data center capacity growth will take place in the United States, China, and Europe, and that data centers will be responsible for only 6% to 10% of electricity demand growth in the EU and China through 2030. In the U.S., however, they’re responsible for about half of projected growth.
But it’s not just data centers that are causing the IEA to revise its figures. The IEA upped its forecast for electricity use in 2035 by 4% compared to last year, which amounts to some 1,700 terawatt-hours, a bit south of India’s annual electricity generation today. The group attributes this upward move in its forecast not just to “electricity demand to serve data centres” — which dominates discussion of energy use and climate change — but also to “higher demand for air conditioning in the Middle East and North Africa.”
While the economic benefits of artificial development are still necessarily speculative — with trillions of dollars of investment leading us potentially to a singularity of exponentially increasing technological development, machine-led human extinction, or somewhere in between — the benefits of air conditioning are far less so. With increased AC usage, even as temperature rises, heat-related mortality could fall.
And as the Global South heats and grows economically, its demand for and ability to procure air conditioning will grow, leading to higher energy usage and putting more pressure on the climate. The IEA figures square with another recent report from the climate and energy think tank Rhodium Group, which predicts a rise in emissions after 2060 due to economic development in the Global South.
In short, the energy consumption that feeds economic development all over the world is making the hottest parts of the world hotter while also enabling them to use more energy to cool their homes. At the same time, the richest parts of the world are increasing their electricity usage — and therefore their emissions — in order to develop a technology they hope will supercharge economic growth. The climate hangs in the balance.