You’re out of free articles.
This Halloween, get 20% off using code ADVANCED
Log in
To continue reading, log in to your account.
Create a Free Account
To unlock more free articles, please create a free account.
Sign In or Create an Account.
By continuing, you agree to the Terms of Service and acknowledge our Privacy Policy
Welcome to Heatmap
Thank you for registering with Heatmap. Climate change is one of the greatest challenges of our lives, a force reshaping our economy, our politics, and our culture. We hope to be your trusted, friendly, and insightful guide to that transformation. Please enjoy your free articles. You can check your profile here .
subscribe to get Unlimited access
Offer for a Heatmap News Unlimited Access subscription; please note that your subscription will renew automatically unless you cancel prior to renewal. Cancellation takes effect at the end of your current billing period. We will let you know in advance of any price changes. Taxes may apply. Offer terms are subject to change.
Subscribe to get unlimited Access
Hey, you are out of free articles but you are only a few clicks away from full access. Subscribe below and take advantage of our introductory offer.
subscribe to get Unlimited access
Offer for a Heatmap News Unlimited Access subscription; please note that your subscription will renew automatically unless you cancel prior to renewal. Cancellation takes effect at the end of your current billing period. We will let you know in advance of any price changes. Taxes may apply. Offer terms are subject to change.
Create Your Account
Please Enter Your Password
Forgot your password?
Please enter the email address you use for your account so we can send you a link to reset your password:
The New York mayoral frontrunner has an opportunity to shift the left’s increasingly nonsensical position on a critical carbon-free energy source.

Tuesday, November 4, New Yorkers go to the polls to elect their new mayor. They face a three-way choice — Democratic candidate, state assemblyman, and suddenly prominent democratic socialist Zohran Mamdani; Republican candidate and battery foe Curtis Sliwa; and independent candidate and former governor Andrew Cuomo.
While Mamdani’s surprise win in June’s Democratic primary electrified New Yorkers of all political persuasions, this cycle has been a relatively sleepy one for climate issues. Neither of the two frontrunners, Mamdani and Cuomo, has been keen to draw much attention to himself on clean energy.
At a televised debate two weeks ago, however, things got interesting.
“New nuclear power plants can help bring down the rising cost of utilities in New York State, yes or no?” asked moderator Brian Lehrer. “Upstate? They’re already starting, yes,” answered Sliwa, referring to Governor Kathy Hochul’s landmark announcement in June that she was ordering the New York Power Authority, the state’s public power utility, to develop a gigawatt of new nuclear energy-generating capacity upstate. Couched in atomic-powered abundance, the plan distinguishes her from Democrats nationwide primarily because she has the largest state-owned utility at her disposal, whereas other governors, from both parties, merely intimate that private developers should really get started.
To the untrained ear, Mamdani’s answer at the debate was anodyne: “I think it’s something worth exploring.” Prompted by Cuomo about whether that constituted “a yes,” Mamdani confirmed, “yeah,” to which Cuomo evinced surprise and then a “yes” of his own. On the surface, all three candidates agreed.
But in affirming the role of new nuclear plant construction to meet the state’s energy needs, Mamdani put himself at odds with a number of environmental justice nonprofits that have become fixtures of the city’s progressive left — that is, his own political home base.
“We unequivocally oppose any new nuclear facilities in New York State.” So begins a letter signed by 153 environmental justice groups, issued following Hochul’s “Future Energy Economy Summit” last fall, where she first raised the prospect. The signatories include chapters of prominent activist Bill McKibben’s advocacy groups Third Act and 350.org, Bezos Earth Fund awardee WE ACT for Environmental Justice, Food and Water Watch, chapters of the Sierra Club, and solar industry boosters Vote Solar, among many others.
When the governor advanced her nuclear plan this year, environmental organizations responded with anger. NY Renews — a coalition of groups that successfully lobbied for the state’s landmark climate law, the Climate Leadership and Community Protection Act of 2019, which was signed by Governor Cuomo — issued a statement opposing “the expansion or further investment in nuclear energy production.” An op-ed from the New York City Environmental Justice Alliance and New York Lawyers for the Public Interest called Hochul’s proposal a “dangerous distraction” from building renewables. In a separate comment issued alongside these same groups, decades-old Brooklyn Latino community organization UPROSE urged the state to avoid the “expensive and unrealistic” path of nuclear development.
The political appeal of nuclear today is undeniable. Six in ten Americans want more nuclear energy, according to a recent Pew poll. Not only is it the energy source with the smallest divide in enthusiasm between the parties, including both clean and fossil-fueled sources, the most common reason respondents gave Pew for supporting nuclear was its decarbonization potential.
New York’s nuclear energy “provide[s] reliable, continuous, predictable, emissions-free supply and must remain online to maintain electric system reliability,” according to a recent filing from the New York Independent System Operator, which manages the state’s grid. Since it takes up less land and requires fewer transmission lines than purely renewable alternatives, it could mitigate a fiery political tension in New York and elsewhere. And it’s almost universally held up as essential by industrial labor unions, for the clean, firm power it produces, and for the high-paying careers it supports. “Nuclear energy, being the cleanest, zero-emission, and most efficient way to produce energy, should be a no-brainer,” Frank Morales, the president of New York’s Utility Workers Union of America Local 1-2, which represents thousands of ConEd utility workers in the city, told me by email.
And yet despite his statement during the debate, nuclear’s decarbonization bona fides, its strong bipartisan appeal, and its acclaim from labor unions, Mamdani — a democratic socialist champion of public power and the clean energy transition — still hasn’t endorsed the governor’s plan for public nuclear power development.
This tracks an ideological inconsistency within the environmental left that has become less tenable as the need for clean power has grown more urgent. “It’s a belief system that these nonprofit groups have wrapped themselves in, and one that they have not yet been motivated to seriously reexamine,” Charles Komanoff told me. He’s the director of the Carbon Tax Center and a decades-long stalwart of New York City progressive activist groups, spanning environmental and transportation causes, among others.
Komanoff has had to reexamine his own beliefs on nuclear. During the 1970s and ’80s he opposed nuclear power, primarily for its past operational inefficiencies. He spoke before a crowd of thousands at an antinuclear protest in Washington in 1979, after the Three Mile Island incident. The premature closure of New York’s Indian Point nuclear power plant in 2021, however, finally tipped him into public nuclear advocacy. The “true Indian Point disaster,” he wrote in an analysis earlier this year, is that “emissions are mounting, and in New York City and other downstate areas formerly supplied by Indian Point, electricity is getting costlier and less dependable.”
Ben Furnas, the former director of the Mayor’s Office of Climate and Sustainability under Bill de Blasio — himself an iconic New York City progressive — has experienced this inconsistency firsthand. (De Blasio also cut his teeth in the antinuclear movement, telling The New York Times in 2019 that he’d marched against Three Mile Island in his youth.) “A lot of the old guard antinuclear activism sits uncomfortably in a broader, clear-eyed climate coalition,” Furnas told me. Mamdani, however, appears to take a “more expansive view of what a decarbonizing energy system looks like,” he said.
As a member of New York’s State Assembly, Mamdani backed a campaign to cancel the repowering of an ancient, highly-polluting gas peaker plant in Astoria, Queens, squarely in his district, that was slated to retire. He also aligned himself with the effort by Public Power NY, a coalition between the Democratic Socialists of America and environmental groups, to “build public renewables.” Both maneuvers eventually paid off — in 2021 the state denied the repowering project’s permit, and the old power plant later closed down for good; and in 2023 Hochul signed into law a (heavily rewritten) version of the Build Public Renewables Act, turning activist goals into implementable policy for NYPA.
Two years later, NYPA has made remarkable progress building state capacity in renewables. Its development pipeline of wind, solar, and battery projects now amounts to about 7 gigawatts, though most of that is still in very early stages. But Public Power NY has spent that time dismissing the progress from the sidelines, charging Hochul with “refusing to lead on climate.” While it’s true that Hochul is far overdue on implementing parts of the 2019 climate law, a huge political challenge as energy affordability becomes a top concern, Public Power NY has responded by demanding that the governor ramp up NYPA’s renewables development to a staggering 15 gigawatts deployed by 2030. Mamdani spoke at a rally for that demand just a month into his mayoral campaign last November.
Neither energy nor public power, however, has been at the forefront of his campaign, especially in these closing months. Instead, Mamdani’s laudable message discipline has been trained on affordability in New York City: free childcare, free buses, city-owned grocery stores, and temporarily freezing the rents of the city’s nearly 1 million rent-stabilized apartments. He’s even taken a decidedly pro-abundance position on housing in interviews with the Abundance co-author Derek Thompson and on the Odd Lots podcast.
It would be reasonable to ask, Even if Mamdani had aggressively talked up nuclear, what would he be able to do about it as mayor? As it turns out, there are a few routes that a Mayor Mamdani could take to influence nuclear development.
First and foremost, for half a century, the “governmental customers” of New York City have been critical sources of revenue for NYPA. The city government, the Metropolitan Transit Authority, and the New York City Housing Authority, for example, remain NYPA’s largest customers, dating back to when the state acquired Indian Point Unit 3 from ConEd during the 1974 financial crisis. While the MTA is infamously not under the mayor’s purview, at least two of those major customers are — and their power contracts are set to expire at the end of 2027, during the next mayor’s term. That’s both a bargaining chip for the next mayor and a potential avenue for the city government to subsidize, at least in part, the cost of a new, NYPA-developed nuclear plant.
Second, de Blasio already set a precedent for applying the city’s progressive tax base to help shoulder the cost of statewide clean power initiatives. To help solve an imbalance in renewable energy deployment upstate and downstate, the state created the “Tier 4 Renewable” program in 2020, at the urging of the de Blasio administration, to subsidize transmission projects that would deliver renewable energy into New York City. The enormous cost of the program, however, fell on the backs of ratepayers statewide, in proportion to their electricity consumption.
Seeing the unevenness in a program that largely helps the city, the de Blasio administration struck a deal in 2021 with the state’s clean energy procurement agency, the New York State Energy Research and Development Authority, to purchase far more Tier 4 renewable energy certificates than would have otherwise been allocated to the city based on its electricity demands via its utility, NYPA. As a result, the rest of the state’s ratepayers would save, in the city’s calculation, a few billion dollars. It’s not hard to imagine a similar possibility for the next mayor to advance the state’s nuclear policy, especially when it’s being led by NYPA.
Finally, the city’s Local Law 97 — a comprehensive law passed in 2019 requiring large buildings to meet escalating greenhouse gas emission limits or else face fines — presents another opportunity. Mamdani has spoken during the campaign about the need for the city to procure heat pumps for landlords to install in compliance with the law. But landlords also have to decarbonize their utility electricity supply, which they can do by purchasing RECs. With the recent cancellation of one of two projects that would have supplied said RECs, the real estate industry will soon be hungry for more supply.
That’s where nuclear could come into city policy. The city council could amend Local Law 97 so that nuclear energy likewise delivered into the city — from either existing or solely new sources — could be used to comply, as well. That would put landlords in a position of subsidizing a new state nuclear project, just like the Tier 4 program put them in a position to subsidize new state transmission projects. That could be a way for a Mayor Mamdani to throw them a bone amid his attacks on unaffordable housing prices.
The mild nuclear support at the debate was encouraging, Komanoff, the longtime progressive activist, told me. But “it would’ve been huge-er if Mamdani had said something specific and favorable about Governor Hochul’s gigawatt announcement over the summer.” The governor, who in September endorsed Mamdani in the race, is presumably thinking the same thing, having made NYPA — the same public power authority behind the Build Public Renewables campaign that Mamdani championed — the centerpiece of her nuclear plan.
NYPA’s vice president of corporate communication, Lindsay Kryzak, told me by email that the authority has “seen widespread support for this critical technology,” and that it’s looking forward to “ensuring the benefits of advanced nuclear energy reach our customers in all five boroughs.”
Mamdani has been a staunch proponent of public clean energy in the legislature, and he’s apparently open to new nuclear for decarbonizing the state. That he hasn’t yet embraced this public power nuclear plan illustrates the strong gravitational pull of the environmental left coalition that surrounds him, one rooted in antinuclear politics.
Across progressive and democratic socialist media, multiple activists who’ve worked on the public power campaign have revealed their personal and professional ties to nonprofits like the Alliance for a Green Economy, New York Energy Democracy Alliance, and the Sane Energy Project, all of which have firmly rejected Hochul’s nuclear plans.
As for the Public Power NY coalition itself, it wants the state to build public renewables, not public nuclear. In a statement following the governor’s nuclear announcement, it argued that the plan “shows just how unserious she is about New Yorkers’ energy bills and climate future.” According to the organization’s website, 12 of the coalition’s 16 partner organizations, excluding DSA chapters, have publicly opposed new nuclear power since the governor kicked off discussions last year. Public Power NY did not respond to requests to comment on this story.
When the New York Independent System Operator, which manages the state’s grid, warns of the dire reliability-related need for “dispatchable emissions-free resources,” a technical term whose only existing commercial realization is nuclear, one would think building more nuclear power is actually the serious thing to do. That conviction isn’t just coming from the governor’s office; it’s shared by major industrial unions like the International Brotherhood of Electrical Workers, the UWUA, the Laborers’ International Union of North America, the state Building Trades Council, and the state AFL-CIO, as I reported this summer for Jacobin.
What does labor think of Mamdani’s recently expressed openness to nuclear? Vinny Albanese, executive director of the New York State Laborers’ Political Action Fund, says over email that his union, LIUNA, is “encouraged to see Assemblymember Zohran Mamdani express openness to nuclear energy, which currently provides half of New York’s carbon-free electricity.”
“With potential energy shortfalls projected to affect New York City as early as next year,” he wrote, “we must act decisively to bring more reliable, clean generation online.” The Laborers, like many unions, endorsed Cuomo in the primary, but haven’t endorsed anyone in the general election.
Morales, the UWUA Local 1-2 president, told me over email that Mamdani’s remark in favor of nuclear energy is “definitely a step in the right direction.” And yet Local 1-2 nonetheless endorsed Cuomo. That’s despite the fact that as governor, Cuomo was directly responsible for shutting down Indian Point, destroying hundreds of Local 1-2 members’ jobs.
Without the antinuclear baggage of his coalition, Mamdani could have pounced on Cuomo for having closed the plant — as Sliwa did at the debate and throughout his own campaign — in order to show solidarity with the union workers and to demonstrate a more responsible energy policy for New York City. In doing so he could have pinned the blame on his opponent for rising power prices and worsening air quality in his own district.
A 2023 public letter on South Bronx air pollution from various city environmental groups admits only obliquely, in the title of one of its charts, that Indian Point’s shutdown “expos[es] area residents to even more pollution.” Assemblyman Mamdani, like several other local elected officials, signed the letter, seemingly his only public engagement with Indian Point’s closure. But some of the nonprofit signatories actually championed the end of the plant, a situation that rules out a more explicitly recognized tradeoff between nuclear energy and air pollution.
If Mamdani wins the mayoral election, as polls indicate he is likely to do, he will take on the tremendous responsibility of governing a major world city. That city is one whose power grid is facing reliability concerns alongside costly maintenance and infrastructure needs, all on top of a popular push to electrify buildings and reduce air pollution. As mayor, he’d have limited levers to address these problems. But with the backing of the governor and the public power authority, he stands a chance. He should embrace Hochul’s public nuclear power plan, and with it nuclear’s potential to help advance New York City’s climate goals.
If he can buck the trend of the environmental left’s hostility to nuclear, he could demonstrate to New York City — and to democratic socialist supporters nationwide, who already view him as a likely successor to (notoriously antinuclear) Vermont Senator Bernie Sanders — that the left can think rationally about the energy system, its affordability, and the wide scope of the climate problem. That would truly be charting a new path.
Editor’s note: This author’s bio has been updated to clarify that he writes under a pen name.
This Halloween, get 20% off using code ADVANCED
Log in
To continue reading, log in to your account.
Create a Free Account
To unlock more free articles, please create a free account.
Researchers, advocates, and funders gathered to discuss intervening in the global climate on purpose.
For decades, deliberately intervening in the Earth’s climate system was something most scientists and policymakers didn’t dare talk about. But last month, more than 250 people from six continents gathered in Reykjavik, Iceland for a three-day summit devoted entirely to willfully tinkering with the climate to make it more resilient.
The gathering served as a purposeful, if hesitant, coming out party for a field so controversial that just a few years ago, hundreds of researchers signed the Solar Geoengineering Non-Use Agreement, which called for an end to public funding for scientific research into the field. But this summit revealed that the sector — while still deeply divided over questions of money, governance, and deployment — is beginning to emerge from the shadows.
Why now? The consensus among climate scientists about our ability to mitigate warming is growing more dire by the day. The United Nations now acknowledges that limiting temperature to 1.5 degrees Celsius above pre-industrial levels is out of reach, putting more drastic adaptation solutions in play.
“It is increasingly clear to anyone who’s paying any attention that we are screwed, right? That we have blown past every possible reasonable threshold at which our existing theory of change can possibly lead to a safe and equitable climate future,” Joshua Elliott, chief scientist at Renaissance Philanthropy, told me. He directs the two-year-old nonprofit’s Advanced Research for Climate Emergencies initiative, which organized the event. “I feel like the second election of Trump was such a nail in the coffin.”
The three-day Global Risk and Stabilization Summit brought together scientists, engineers, funders, insurers, and at least one venture-backed startup to talk about everything from thickening Arctic sea ice to shielding Antarctic glaciers with underwater curtains to spraying reflective particles into the stratosphere to bounce a portion of incoming sunlight back into space. That last approach, a method of solar geoengineering known as stratospheric aerosol injection, tends to dominate geoengineering discussions, as it could theoretically cool the planet quickly and relatively cheaply.
That doesn’t mean it’s generally accepted, however. Far from it. The sessions at the ARC summit ran under Chatham House Rules, i.e. no reporting who said what — or even whether they were there at all — without explicit permission. ARC plans to release a synthesis report on the state of field next year, but in the meantime the conference website made clear: “Attending the summit does not imply that you endorse the report, any particular intervention, or the stabilization framing. Attending means you are taking part in the conversation and nothing more.”
This type of careful distancing is par for the course in geoengineering circles. Just as many mainstream climate advocates once viewed adaptation — and later carbon removal — as distractions from the need to cut emissions, geoengineering has suffered under the same criticisms. Its oftentimes sci-fi sounding interventions are already ripe conspiracy fodder. Add to that its underresearched environmental impacts and side effects, and some of these strategies could prove truly disastrous in the wrong hands.
But at least people are finally talking about it. In the weeks since the summit, attendees have published dozens of Substack and Linkedin posts about what they saw, heard, and took away from the conference. I talked to many of them about this first attempt to intentionally gather and grow the sector.
Naturally, they don’t all agree on the best path forward. Seemingly everyone acknowledges that conducting more research and designing better Earth monitoring systems is a no-lose situation. But big questions remain unresolved: what role private capital should play; how openly to discuss the possibility of near-term deployment; the somewhat uncomfortable overlap between climate engineering, defense, and national security; and how to educate policymakers and the general public about interventions that sound to some nefarious overlords trying to control the weather.
The field doesn’t even yet agree on what to call itself. The conference organizers prefer “Earth systems stabilization” to “geoengineering,” arguing that a sector like this should be defined by its goal rather than how it gets there. The terminology remains unsettled, however, with one critic, University of Waterloo economist and former geoengineering researcher Juan Moreno-Cruz telling me in an email that the renaming “feels like a campaign” with the “objective of moving more towards action.”
At this nascent stage, any one individual can have an outsized voice. Based on the published speaker list, as well as various recaps posted during and after the event, the guest list featured some of the field’s biggest names. That included David Keith, founder of the direct air capture company Carbon Engineering and a pioneer of solar geoengineering, which involves releasing aerosols like sulfates into the atmosphere to reflect a small portion of sunlight back into space. Also in attendance were Columbia University climate economist Gernot Wagner, Paris Agreement architect Sue Biniaz, and J.P. Morgan climate advisor Sarah Kapnick, alongside delegates from some of the big environmental NGOs, including the Environmental Defense Fund and Natural Resources Defense Council.
More potentially polarizing attendees included Yanai Yedvab, the CEO of solar geoengineering startup Stardust Solutions — one of the first for-profit entities to enter the space — and Lowercarbon Capital, the climate tech venture firm that led its Series A round.
The function that private sector funding and venture-style startups could or should play in this field remains one of the biggest points of tension. Many strongly believe that the only appropriate customer for a globally consequential intervention like stratospheric aerosol injection is a coalition of national governments. But there seems to be a preemptive acknowledgement among those I spoke with that getting the United Nations itself to align on research and potential terms of deployment is unlikely.
Paul Gambill, an ARC fellow and co-founder of Nori, an early carbon removal marketplace, told me that one session at the summit was titled “The Future is Minilateral,” a nod to the growing interest in a small bloc of countries — “maybe six or so” — working together on the issue. Several people I spoke with described a model in which governments would buy technology from a company like Stardust, but retain control over if, when, and how to deploy it.
But even within the ARC set, that framing seems to have skeptics. Noah Deich, another ARC fellow and carbon removal veteran who co-founded the nonprofit Carbon180, sees the profit motive as inherently dangerous. There’s no guarantee that the science will ever advance to the point where governments are comfortable becoming customers, but investors always want to see returns. That disconnect, he argues, creates the incentive to commercialize the technology before either the research or the public is ready.
“That to me is very, very concerning, and shows a lack of judgment at a first order for the people who have invested in this, and for the people who have accepted that private sector money,” Deich told me. “That makes me very, very wary about what they’re going to do when faced with the choice of, hey no government wants to do this. Or these governments have said it is illegal, and this one says it’s fine. Like, will they actually respect the ones that say it’s illegal?”
Others see private capital as all but inevitable. Susan Su, a climate tech investor and analyst, thinks the sector would do best to engage with the private sector strategically rather than fearfully. “Money in general comes with ideas, and in my view, that’s okay,” she told me. If a venture backer has their own notions about how and where to deploy stratospheric aerosol injection, for instance, that need not dictate the agenda. “It’s the entrepreneur’s or the initiative’s job to push back against those ideas and to shape them.”
Su also thinks the field ought to be more open to discussing deployment as a possible outcome from both the research and conditions on the ground, rather than treating it as the third rail. “There’s a sentiment of caution that I think is rooted in a previous era, where it’s been a long road to reach whatever limited consensus there is today that we should even research this,” she explained to me in an email. “With that much caveating, it’s hard to imagine why a funder would get excited to back something that everyone’s saying shouldn't exist.”
Still, it’s not hard to imagine a near-term future in which climate change presents an increasingly urgent national security concern, and the instant governments start treating geoengineering as a defense priority, the money could be practically limitless. Private geoengineering companies could function essentially as defense contractors, with militaries as their primary customers.
The comparison makes some understandably uneasy, as it risks framing climate interventions as weapons to be wielded by states with the resources to develop and deploy it. But however you look at it, “people are starting to realize, there’s no scenario where this stuff doesn’t become geopolitical very very fast,” Gambill told me. And that makes an already controversial field considerably messier.
One way to sidestep some of the thorniest questions around global governance could be to start with a focus on more localized interventions. In the Arctic, for example, companies such as Real Ice and Arctic Reflections are testing ways to thicken sea-ice by pumping seawater onto its surface during the winter. In Antarctica, researchers are studying the feasibility of underwater “seafloor curtains” in front of the Florida-sized Thwaites Glacier to keep warm ocean water from melting it from below. If that glacier were to fully collapse, it could raise global sea levels by up to two feet. There are also some truly low-tech options on the table, too: One calls for reintroducing bison to the Alaskan tundra, where their heavy footsteps would compact the snow and help keep the underlying permafrost frozen.
There’s even a more localized version of solar geoengineering. Called marine cloud brightening, it involves spraying a fine mist of seawater into low-lying clouds over the ocean. The salt particles encourage the formation of smaller cloud droplets, making the clouds brighter and more reflective, cooling the ocean and surface below. Unlike stratospheric aerosol injection, the impacts of which could persist for a year or more, a single deployment of marine cloud brightening lasts mere days, making it readily reversible and easier to test. Australian researchers have piloted this tech over the Great Barrier Reef.
"It feels like people read Kim Stanley Robinson’s novels and are trying to actually figure out if any of that stuff makes sense,” Deich told me. In Robinson’s acclaimed 2020 novel The Ministry for the Future, he imagines efforts at stratospheric aerosol injection, glacier stabilization, and large-scale rewilding in response to a fictional — but readily imaginable — catastrophic heat wave.
Deich worries, however, that he didn’t hear enough emphasis at the summit on the ongoing role carbon removal — not just emissions cuts — would have to play in a world even temporarily reliant on an intervention like stratospheric aerosol injection. That’s because of the risk of “termination shock”: If scientists suddenly halted solar geoengineering, the warming it had been masking would likely return within just a few years unless carbon removal efforts could draw down significant CO2 in the interim.
“The [carbon dioxide removal] community from the very early days tried very hard to say, first priority is obviously stopping emissions, but we also need to do removal, and we can’t wait for one to do the other,” Deich told me. “And I don’t see that same type of drumbeat being articulated by the SRM crowd.”
He and others are well aware of the moral hazard argument that has long dogged carbon removal: that this tech will give fossil fuel companies cover to keep emitting, and politicians an excuse to avoid the harder work of decarbonization. With carbon removal, however, that concern is generally simple to rebut. All recent IPCC reports have concluded that removals will be necessary to keep warming anywhere near safe levels. And in many cases, cutting emissions is still far cheaper than removing carbon after the fact.
But it’s a different calculus for an intervention like stratospheric aerosol injection, which is cheap by comparison and could lower global temperatures without doing anything to address the underlying emissions buildup. It’s easy to see how policymakers and the public could say, “Let’s let future generations deal with this building up of greenhouse gasses. We don’t really have to care about that now, we can just keep the temperatures a bit lower and buy ourselves time,” Robert Höglund, a carbon removal advisor and co-founder of the market tracker CDR.fyi, told me. “I think that’s fair. It’s a real risk.”
For its part, ARC plans to publish a report early next year bringing together the work of roughly 40 authors to lay out the state of the field’s science, governance, and social legitimacy. This will come alongside an open map of the interventions being studied and tested as well as funding and research gaps that remain. Rather than immediately holding another global summit, the organization plans to convene regional meetings next year primarily in low- and middle-income countries to explore possibilities for local research efforts in climate vulnerable nations. The next global gathering might then be scheduled for 2028.
In the meantime, many hope ARC and others will help shepherd along myriad research and communications efforts. Because if any message dominated the inaugural summit, it was: Geoengineering isn’t yet ready for prime time. There’s much more research to do, and significant stakeholder groundwork to lay, especially as the field considers how to best invite policymakers into the conversation.
“You cannot create a field. Nobody can declare it into existence,” ARC director Joshua Elliott told me of the effort to bring together the disparate experts working on climate stabilization. What organizations like ARC can do is build the infrastructure for it to emerge. That looks like convening researchers, advocates, and even skeptics; synthesizing siloed knowledge; opening the arguments to debate; establishing academic journals; and creating funding streams within governments and other institutions. But from there, the big decisions belong to others.
“That’s where our theory of change stops,” Elliott told me. ARC won’t decide whether the aerosols are injected into the atmosphere or Arctic ice is thickened. “It is the governments and the multilateral institutions that we have charged with making these decisions, despite however functional you think those institutions might be.”
Current conditions: Another atmospheric river is deluging the West Coast, this time in the Pacific Northwest • Dozens of U.S. cities notched record high temperatures in October • At least 11 of Thailand’s southern provinces are under emergency warnings for flooding and nearly 7-foot waves amid a surge of monsoon conditions.
The 31st annual global climate summit kicked off this morning in Antalya, a Turkish resort city on the country’s southern Mediterranean coast. Known as the 31st Conference of the Parties to the United Nations Framework Convention on Climate Change, or COP31, the event marks the second year in a row that virtually every nation on Earth will gather except the United States, after President Donald Trump withdrew the country from both the landmark 2015 Paris Agreement and from the larger global body shortly after his return to office last year. The biggest item on this year’s agenda, reports my colleague Emily Pontecorvo, is the “35x35” pledge, Turkey’s proposal to electrify 35% of the world’s final energy use by 2035. Today the world uses electricity for just 21% of end-use energy. As I reported last week, the latest projections from the Rhodium Group put the likely electrification rate worldwide at 28% by 2035.
Senate negotiators on Saturday released an update to the text of the bipartisan permitting reform deal, known as the “manager’s amendment.” The new version of the Bipartisan American Affordability and Jobs Act, or BAAJA, overhauls the provisions to make building transmission lines easier, addressing concerns that a proposal to allow federal and state permitting to begin at the same time threatens states’ power. It also adds benefits for power lines renovated with advanced transmission technologies to allow them to carry more electricity. “There’s something in these changes for everyone — environmentalists, tribes, utilities,” my colleagues Robinson Meyer and Jael Holzman wrote over the weekend, “but it remains to be seen if they put the bill into a Goldilocks zone.” Perhaps most importantly from a political perspective, the revised legislation veers away from some proposals Native American groups had called an infringement on tribal sovereignty. “Definitely not enough to satisfy all tribes — there are 575 across the U.S. — but nonetheless, notable and probably approaching something large tribes and tribes with significant interest in energy development can live with,” Julian Brave NoiseCat, a writer and the first Oscar-nominated Indigenous North American filmmaker, wrote in a post on X. Still, in a sign “that there’s real effort here to try to honor tribal consultation,” he noted that the manager’s amendment excludes the records tribes share with federal and state governments from Freedom of Information Act, which would “keep sensitive sacred sites from exposure.”
The chamber is scheduled to hold a procedural vote on the bill later today. Last night, Trump himself finally endorsed BAAJA, urging “all senators” to vote for the bill on Monday, calling it a “big win for U.S. energy independence and dominance” in a post on Truth Social.
Anthropic has struck a deal for 1.7 gigawatts of gas-fired engines to power its data centers. Valued at $3.4 billion, the Claude maker has agreed to help with engineering and construction to install the generators as part of the deal with San Antonio, Texas-based equipment supplier OnePWR Solutions, the Financial Times reported over the weekend. Anthropic stopped short of acquiring OnePWR itself, instead taking over the generator orderbook previously pledged to construction giant Caterpillar.
The deal got plenty of notice in the financial newswires, and yet the news was largely overshadowed in the artificial intelligence world by the blockbuster revelation that Jensen Huang, the chief executive of AI chipmaker Nvidia, had an extramarital relationship with a Chinese spy, prompting an investigation by his company’s board of directors.
Sign up to receive Heatmap AM in your inbox every morning:

Jean-Luc Mélenchon, France’s far-left presidential hopeful and the No. 2 candidate behind the far-right Marine Le Pen, has pledged to shut down the 18 nuclear power plants that provide the overwhelming majority of the country’s power and render its grid one of the cleanest in Europe. “We advocate a mixed economy guided by the ecological imperative,” Mélenchon said in a speech Saturday, in which he also promised to send French warships to Gaza to confront the Israeli military head on. The current nuclear power program, he said, “is dangerous, costly, and risky. We will abandon it.” Instead, he said, France would generate all its power from renewables, buttressing wind and solar with as-yet-unproven wave and tidal power technology. “If you criticize nuclear power in the same breath as you promote marine power, your policy isn’t a clown but rather the entire circus,” Seaver Wang, an oceanographer turned energy expert at the Breakthrough Institute in the U.S., wrote in a post on X.
Meanwhile, a political crisis in remote Paraguay has cast one of Latin America’s more promising would-be nuclear newcomers into uncertainty. Just last week, a source familiar with U.S. government plans to export nuclear technology told me Paraguay was near the top of the list of countries looking to set up a civilian nuclear program under Washington’s guidance. The two nations signed a memorandum of understanding in August, and U.S. Deputy Secretary of State Christopher Landau visited the country just last month as part of a trade delegation. Whether the landlocked South American nation bought reactors or not, Asunción had plans to ramp up mining of uranium and titanium, Mining.com reported. But President Santiago Peña’s abrupt resignation Thursday amid the collapse of Ueno Bank appears to bring any further progress to a halt, at least for now.
China’s registrations of new wind and solar projects fell over 11% in September compared to the previous month as the number of distributed renewable projects dipped. The country registered 3,536 solar projects and 15 wind projects that month, versus 3,972 solar and 29 wind projects in August, according to a Renewables Now analysis of official government data. That isn’t to say solar is slowing down. Newly registered utility-scale solar projects more than doubled to 53 in September from 23 in August.
Democrats’ strategy of finding candidates with strong local appeal continues paying off, even on the most down-ballot of races. Over the weekend, the Associated Press declared Democrat Brian Matlock the winner of the Arizona Mine Inspector race. With a white handlebar mustache, he certainly looks the part of the Southwestern mine inspector if ever there were one.
A new version of the bill strives to address environmental and tribal concerns while strengthening some of its transmission provisions.
We now have the updated final text of the bipartisan Senate permitting deal. Will it be enough to get the bill across the finish line?
On Saturday morning, senators released a reworked version of the Bipartisan Affordability and American Jobs Act. This version, known as a “manager’s amendment” under parliamentary procedure, aims to address many of the concerns and criticisms raised about the bill and will become the official legislative text that ultimately gets a vote in the Senate. There’s something in these changes for everyone – environmentalists, tribes, utilities – but it remains to be seen if they put the bill into a Goldilocks zone.
Let’s walk through some of the most significant changes. There are a lot of changes, and we’re sure people will spend the coming weeks poring over them, but here are a few key ones.
The amendment preserves — and even strengthens — many of the bill’s most important (and praised) transmission provisions, while addressing and easing some of the loudest Republican criticisms of the bill.
The new text leaves the bill’s core transmission mechanisms intact: Every grid region will have to run a long-term planning process with its neighbors, overseen by the Federal Energy Regulatory Commission, focused on how it can build more interregional lines. The bill lays out how these new power lines should be paid for, via a cost allocation formula that says customers who benefit from the lines need to pay for them. And it creates a new federal siting backstop, which allows the federal government to step in and approve the route for a line if a state has refused to do so.
The amendment deals with one of the provisions that faced the most criticism from former Republican regulators and ends one — but not all — of the bill’s mandates for vertically integrated monopoly utilities, which are largely in the Southeast.
In return, it strengthens the bill’s federal backstop siting provision for transmission lines, and it makes the overall bill more useful for transmission developers. It also clarifies that transmission developers can use some of the bill’s expedited powers without needing to use all of them.
“I think there’s some really good improvements in [the new text], and they provide more flexibility for more types of projects to go through,” said Rob Gramlich, a longtime advocate of federal transmission reform and the president of Grid Strategies, a power sector consulting firm.
In the original bill, a transmission developer could apply for state permits and the FERC federal backstop permit at the same time. A former Republican FERC Commissioner Mark Christie had savaged that provision, arguing recently in Utility Dive that it “effectively renders the state proceeding meaningless, and states will perceive it exactly that way.”
Now, for some advocates, rendering the state process moot was the whole point. But it also wasn’t clear whether developers would ever actually go to FERC and states simultaneously. Doing so would shove a finger in the eye of state regulators, essentially telling them, “We can do this the easy way or the hard way.” The amendment removes the possibility of a simultaneous process; now developers must go to states for a year before they apply for the federal backstop.
The new version of the bill also exempts vertically integrated utilities that aren’t in an electricity market from an otherwise mandatory new process that will require utilities to plan their long-term transmission and their power plant expansion at the same time. That new process is inspired by the planning process used in the Southwest Power Pool, a Midwestern electricity market Midwestern grid.
The Southeast’s monopoly utilities, which are vertically integrated and don’t participate in a regional transmission organization, had disliked that provision, and it wasn’t clear the bill as written actually worked for their operations. That requirement has now been removed from the bill. Utilities won another victory by preserving existing rights of first refusal to build transmission infrastructure in federal law.
But they didn’t win every fight. These utilities will still be subject to the mandate requiring them to participate in an interregional planning process for transmission.
And the utilities will remain subject to a provision, particularly praised by anti-monopoly advocates, that allows states and FERC to exercise oversight over local transmission projects that can drive up electricity costs. The new bill clarifies that state public utility regulators are responsible for asking FERC to investigate these types of projects, and that a utility can invite scrutiny even if it’s replacing an old line, not just building a new one.
“I am relieved that the section survived generally, given what a target this was for utility lobbying. It was strengthened significantly by covering replacement of local facilities in addition to new-build,” David Pomerantz, the executive director of the utility watchdog the Energy and Policy Institute, said in a statement.
In return, Democrats secured a few big changes in the bill that could benefit transmission developers. First, transmission projects will now be able to use the bill’s cost allocation formula even if they don’t use the federal backstop authority. Second, transmission developers will be able to use the bill’s cost allocation formula for only part of their projects.
This makes the bill better in a few ways for transmission developers. First, a developer could get a route entirely approved by the states without having to come up with a new way to pay for it — they can use the formula that’s already in the bill. It also means a power line could use the formula to monetize one of its benefits to the grid without using them all. That could sweeten the economics for projects meant to, say, arbitrage power between two regions, allowing it to make money off its reliability benefits without altering its broader economics.
The amendment also clarifies that the new federal backstop siting authority applies to state-owned land. That closes a potential loophole in which a state government could acquire land from a property owner in order to block a federally approved project from getting built.
The bill also makes some technical changes to the 230-kilovolt floor for projects that can use the federal backstop. It establishes that a line using advanced conductoring technology — which generally allows more electricity at lower voltage — can use the backstop even if it’s not at least 230 kilovolts. But it must have a throughput roughly similar to what a conventional line of 230 kilovolts would have.
The amendment also makes it clear that a utility can’t decline to upgrade a piece of infrastructure — even one at lower voltage — in order to block a transmission line. In 2021, the utility NextEra had fought a major power line in Maine because it required the utility to upgrade a single power circuit at its Seabrook nuclear plant in New Hampshire.
These provisions broadly strengthen the most popular parts of the bill and may address some concerns from southeastern utilities, which could have torpedoed the bill in the House of Representatives.
At the same time, new text attempts to assuage opposition in both the environmental and tribal advocacy spaces, and it’s undeniable that on first blush, the manager’s amendment does address complaints from those camps about the bill. But as we’ll explain however, it’s unclear if this will be good enough for either community to lay down their arms.
First, Senate negotiators clearly took complaints about the “project certainty” provision seriously, including by dealing with language that would allegedly protect unlawful actions. Under the new bill text, agencies will be explicitly allowed to revoke or alter permits “in response to an order by a court”. The prior text of the bill did not grant federal agencies this explicit jurisdiction and said it could only rely on court orders to make those permit changes if a judge required it. As our colleague Emily Pontecorvo recently wrote, some environmental lawyers were concerned that this original text would inadvertently protect individual permits granted under policies that violated the law.
Other changes are similarly geared towards addressing complaints in the environmental legal space. The original text of the bill allowed companies to sue the federal government for “disparate treatment” against their industry, which would theoretically assist renewable energy companies gain legal leverage against the Trump administration’s permitting freeze. However, the old text used a 5-year baseline of past projects for determining “disparate treatment,” which could mean the president’s anti-wind and pro-fossil actions weren’t built into the baseline. The new bill extends that baseline to 10 years, potentially diluting the influence of Trumpian permitting practices over the next administration.
New language would explicitly stipulate that court settlements brought under these lawsuits must be approved by a court, an apparent nod to claims from critics that this provision could encourage more offshore wind buyouts.
The new text also cuts out or modifies reforms to the National Historic Preservation Act geared towards addressing complaints from Native American tribes. It strikes a controversial attempt to define “property of traditional religious or cultural importance” that was in the original text, and it eliminates a much-maligned provision that would let the Interior Secretary assume the role of a tribal historic preservation officer in certain cases.
These changes were insufficient to thaw the bloc of tribes opposed to the bill. The 106 Coalition, a group of tribal organizations including the National College of American Indians, sent a statement to media saying they’ll still oppose the bill and want the entire section of NHPA changes removed. The leader of the Coalition of Large Tribes, which has pushed for technical fixes to the bill but not opposed it outright, said in a statement it was “grateful to see many positive changes for tribes” but added there was “still room for improvement.”
Lastly, the new version of the bill adds another provision to address concerns that it doesn’t do enough to address the national backlash to data centers, which opponents have argued is necessary.
As we’ve explained, the bill already would create the toughest measure against data centers ever enacted – a ratepayer protection program that would let states and utilities require data centers to pay full freight for system upgrades. And now the bill would additionally create a new federal Data Center Community Assistance Program within the Energy Department whereby local communities could request assistance from agencies to get information and technical expertise on how data centers work and what impacts specific projects could have on their areas. The language mirrors legislation introduced last month by Sens. John Curtis of Utah and Lisa Blunt Rochester of Delaware.
Such a program could be a big deal. But it’s important to emphasize that the text leaves a lot of details to be worked out. It does not say how this program would be set up within the Energy Department and the provision does not explicitly lay out funding authorization language.
The amendment also closes a loophole that might have allowed data centers with behind-the-meter natural gas power plants to profit by selling excess power to the grid. The original bill contained a provision meant to force grids to allow more residential batteries or the creation of virtual power plants. But that provision, as written, could have applied to behind-the-meter gas plants at data centers. The new text clarifies that the requirement only applies to resources below 5 megawatts, which is smaller than a data center power source.
It remains to be seen whether these changes and the myriad other tweaks to the bill’s project certainty and historic preservation titles will win over lawmakers previously hesitant to vote yes.
The Wilderness Society, whose president is Tracy Stone-Manning, Biden’s former director of the Bureau of Land Management, released a statement shortly after the new bill text was released reaffirming its opposition. “Americans deserve permitting reform that isn’t crafted behind closed doors and rushed to the Senate floor,” Manning said in a statement. Meanwhile, House Natural Resources Jared Huffman provided comments to Punchbowl News reacting to the text that said some of the changes to the permit certainty provision represented an “improvement” but “we could improve it further in this and other areas with a hearing and a more open negotiation process with more Democrats in the room.”
It’s unclear these voices would ultimately ever support this bill. “Manager’s [amendment] does a good job of accounting for the stated concerns of anybody looking to get to yes,” Liam Donovan, a veteran GOP political strategist, wrote on the social network X.
The Senate is scheduled to vote Monday on a motion invoking cloture – ending debate – on the permitting bill, per the Senate cloakroom. The motion will require at least 60 votes to pass. Senators are probably hoping for far more than 61 votes though, because as we’ve explained, House legislative rules may require overwhelming bipartisan support to get the measure to the president’s desk.