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And more from my conversation with Ray Long, president and CEO of the American Council on Renewable Energy

This week’s conversation is with Ray Long, president and CEO of the American Council on Renewable Energy, or ACORE. A representative of one of Washington’s most influential climate tech policy trade groups, Long is also a seasoned veteran of the energy sector across fossil and carbon-free power and now an industry thought leader based in Washington. I caught up with him at ACORE’s Grid Forum last week and asked him how companies are doing against NIMBYs.
Developers of gas infrastructure – are they spending more, less, or the same as renewable energy developers on community engagement? Who spends more on community engagement?
I just don’t know. I have no idea. It’s hard to gauge. And let’s talk about why – each company doesn’t disclose how much they spend on community engagement. You know, it’s not like you can go see who is registered to lobby in different areas, it’s not clear. I suppose you could go back after the fact and look at community benefit funds and those sorts of things that get put together but I’m just not sure if that’ll give you the snapshot that you’re looking for.
I’m curious if you feel if developers in renewable energy are spending enough of their capital on getting the consent of host communities.
Having worked for a renewable developer I can only speak from the perspective of the experience I had there. My sense is, across the industry, you’ve got different levels of companies that have different levels of sophistication and different levels of capabilities to do those things. And I’ll say this: even the sophisticated companies that are going in early, having the conversations and doing all the things that I would say would be a strategic way to getting it done… even they’re running into opposition. I don’t think it’s really any different than some of the fossil plants in my experience where there has been politicization.
Given the various degrees of sophistication and the various degrees of capacity, how would you score the renewable energy industry’s success rate at dealing with project opposition?
One of the places you can look at data is NEPA – the environmental impact statements. You know that NEPA impacts wind, solar, transmission, and fossil. Stanford [University] did this really interesting study where they looked back 10 years and they pulled all the environmental impact statements that had been submitted and then they graphed it, and they looked at it from the standpoint of which projects had been delayed, litigated, and ultimately canceled. Going in, if you go into Democratic offices and you talk to them in Washington, the impression a lot of us had was, I’d guess fossil projects would be the first. They’d be delayed the most, litigated the most, canceled the most. But it wasn’t. It was solar, wind… fossil’s fourth. That study was fascinating. That’s one of those things making the rounds now on the Hill as Democratic offices are considering the permitting and transmission bill.
But so many of these projects don’t require a NEPA review. How is the industry doing when it comes to dealing with the local county clerks?
I think it really depends on which technology, which company is going in. What’s their approach to it. It’s really hard to give a grade to the industry as a whole.
What would you say to a developer on best practices for community engagement in your view?
Number one, go into a community as soon as you think you have a project you’re going into. Start to talk to local people there about what their interests are and understand why. You’ve got to have a sense of curiosity, and develop an understanding of what people’s motivators are.
The second thing is hire local. Get some local people that you’re going to work with, who understand the community and can best advise you on it.
The third thing is, as you look to pull your project together and you think about your permitting structure, start to build in those things that the community cares about. Only then, when you have a line of sight on doing that, start the permitting process.
I certainly hope companies heed your advice.
Well if you look at the success record, companies that do that have a higher success record than those who don’t.
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A conversation with Dustin Mulvaney of San Jose State University
This week’s conversation is a follow up with Dustin Mulvaney, a professor of environmental studies at San Jose State University. As you may recall we spoke with Mulvaney in the immediate aftermath of the Moss Landing battery fire disaster, which occurred near his university’s campus. Mulvaney told us the blaze created a true-blue PR crisis for the energy storage industry in California and predicted it would cause a wave of local moratoria on development. Eight months after our conversation, it’s clear as day how right he was. So I wanted to check back in with him to see how the state’s development landscape looks now and what the future may hold with the Moss Landing dust settled.
Help my readers get a state of play – where are we now in terms of the post-Moss Landing resistance landscape?
A couple things are going on. Monterey Bay is surrounded by Monterey County and Santa Cruz County and both are considering ordinances around battery storage. That’s different than a ban – important. You can have an ordinance that helps facilitate storage. Some people here are very focused on climate change issues and the grid, because here in Santa Cruz County we’re at a terminal point where there really is no renewable energy, so we have to have battery storage. And like, in Santa Cruz County the ordinance would be for unincorporated areas – I’m not sure how materially that would impact things. There’s one storage project in Watsonville near Moss Landing, and the ordinance wouldn’t even impact that. Even in Monterey County, the idea is to issue a moratorium and again, that’s in unincorporated areas, too.
It’s important to say how important battery storage is going to be for the coastal areas. That’s where you see the opposition, but all of our renewables are trapped in southern California and we have a bottleneck that moves power up and down the state. If California doesn’t get offshore wind or wind from Wyoming into the northern part of the state, we’re relying on batteries to get that part of the grid decarbonized.
In the areas of California where batteries are being opposed, who is supporting them and fighting against the protests? I mean, aside from the developers and an occasional climate activist.
The state has been strongly supporting the industry. Lawmakers in the state have been really behind energy storage and keeping things headed in that direction of more deployment. Other than that, I think you’re right to point out there’s not local advocates saying, “We need more battery storage.” It tends to come from Sacramento. I’m not sure you’d see local folks in energy siting usually, but I think it’s also because we are still actually deploying battery storage in some areas of the state. If we were having even more trouble, maybe we’d have more advocacy for development in response.
Has the Moss Landing incident impacted renewable energy development in California? I’ve seen some references to fears about that incident crop up in fights over solar in Imperial County, for example, which I know has been coveted for development.
Everywhere there’s batteries, people are pointing at Moss Landing and asking how people will deal with fires. I don’t know how powerful the arguments are in California, but I see it in almost every single renewable project that has a battery.
Okay, then what do you think the next phase of this is? Are we just going to be trapped in a battery fire fear cycle, or do you think this backlash will evolve?
We’re starting to see it play out here with the state opt-in process where developers can seek state approval to build without local approval. As this situation after Moss Landing has played out, more battery developers have wound up in the opt-in process. So what we’ll see is more battery developers try to get permission from the state as opposed to local officials.
There are some trade-offs with that. But there are benefits in having more resources to help make the decisions. The state will have more expertise in emergency response, for example, whereas every local jurisdiction has to educate themselves. But no matter what I think they’ll be pursuing the opt-in process – there’s nothing local governments can really do to stop them with that.
Part of what we’re seeing though is, you have to have a community benefit agreement in place for the project to advance under the California Environmental Quality Act. The state has been pretty strict about that, and that’s the one thing local folks could still do – influence whether a developer can get a community benefits agreement with representatives on the ground. That’s the one strategy local folks who want to push back on a battery could use, block those agreements. Other than that, I think some counties here in California may not have much resistance. They need the revenue and see these as economic opportunities.
I can’t help but hear optimism in your tone of voice here. It seems like in spite of the disaster, development is still moving forward. Do you think California is doing a better or worse job than other states at deploying battery storage and handling the trade offs?
Oh, better. I think the opt-in process looks like a nice balance between taking local authority away over things and the better decision-making that can be brought in. The state creating that program is one way to help encourage renewables and avoid a backlash, honestly, while staying on track with its decarbonization goals.
The week’s most important fights around renewable energy.
1. Nantucket, Massachusetts – A federal court for the first time has granted the Trump administration legal permission to rescind permits given to renewable energy projects.
2. Harvey County, Kansas – The sleeper election result of 2025 happened in the town of Halstead, Kansas, where voters backed a moratorium on battery storage.
3. Cheboygan County, Michigan – A group of landowners is waging a new legal challenge against Michigan’s permitting primacy law, which gives renewables developers a shot at circumventing local restrictions.
4. Klamath County, Oregon – It’s not all bad news today, as this rural Oregon county blessed a very large solar project with permits.
5. Muscatine County, Iowa – To quote DJ Khaled, another one: This county is also advancing a solar farm, eliding a handful of upset neighbors.
John McAuliff ran his campaign almost entirely on data centers — and won.
A former Biden White House climate adviser just won a successful political campaign based on opposing data centers, laying out a blueprint for future candidates to ride frustrations over the projects into seats of power.
On Tuesday John McAuliff, a progressive Democrat, ousted Delegate Geary Higgins, a Republican representing the slightly rural 30th District of Virginia in Loudoun and Fauquier Counties. The district is a mix of rural agricultural communities and suburbs outside of the D.C. metro area – and has been represented by Republicans in the state House of Delegates going back decades. McAuliff reversed that trend, winning a close election with a campaign almost entirely focused on data centers and “protecting” farmland from industrial development.
“I realized that the biggest energy crisis in the country was right here in my backyard,” McAuliff told me in an interview. “We are simply the tip of the iceberg of the enormous land rush AI has created.”
Virginia is the top data center destination in the U.S., with the bulk of operations in tech-centric Northern Virginia. As tech companies have found a home in the Commonwealth, communities have been pushing back against what they see as a drain on electricity and water supplies. As I’ve previously chronicled in The Fight, this pushback is also turning into opposition to renewable energy as part of a broader backlash to land use for advanced technological infrastructure.
Enter McAuliff who, until recently, was serving in key climate policy leadership roles during the Biden administration. He joined the Agriculture Department in 2022 after enactment of the Inflation Reduction Act and helped shepherd the expansion of the Rural Energy for America Program. He began advising the White House on climate policy in 2023 and served in the administration until the start of the current Trump administration.
Other factors contributed to McAuliff’s victory, which was certainly slim – the race was decided by less than a single percentage point. McAuliff undoubtedly benefited from a Democratic wave election in an off year during an unpopular GOP presidency that has slashed federal government employment, shattering the job market in northern Virginia. There’s also the convenient fact that McAuliff's last name is nearly identical to a recent former governor of Virginia.
But it’s impossible to ignore how much McAuliff’s campaign focused on data centers. His website had an entire page dedicated to his positions on the subject. His attack ads against Higgins focused on previous support and campaign contributions from data center developers – so much so that the Republican candidate began countering McAuliff by claiming that a Democratic victory would only lead to new solar projects.
Turns out, in this close race, the data center attacks worked and the solar rebuttal did not. McAuliff told me the day after his victory that the data center attacks resonate because yes, there’s an environmental impact from these projects, but also a “cultural” effect from the fact data centers are large, hulking complexes.
“There’s something folks are more willing to take a look at, and there’s something folks are less likely to look at, electorally speaking,” he said.
Chris Miller, president of the conservationist group Piedmont Environmental Council, told me you can see flickers of evidence that data centers shaped the results of other races in Virginia, too. One example he pointed to was in Prince William County, where Republican Delegate Ian Lovejoy lost his seat to a Democrat who campaigned on stricter scrutiny of the data center sector. Lovejoy also told voters he wanted to address the projects and authored legislation to put some minimum regulation in place on data center siting but it died in subcommittee, and when the House of Delegates passed legislation mirroring his proposal, it was vetoed by outgoing Republican Gov. Glenn Youngkin. This, to Miller, meant Lovejoy had nothing to show voters: “That may have been a factor, because he couldn’t deliver to his constituents.”
I wouldn’t be surprised if these races in Virginia are also turning heads in nearby Washington, D.C. — particularly those of the lawmakers in Congress debating whether to change our country’s permitting processes to meet growing power demand for artificial intelligence. Back home, permitting reform that makes it easier to build data centers could be a tough sell.