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A conversation with Frank Wolak of the Fuel Cell and Hydrogen Energy Association.

We’re joined today by Frank Wolak, CEO of perhaps the most crucial D.C. trade group for all things hydrogen: the Fuel Cell and Hydrogen Energy Association. The morning after Election Day we chatted about whether Trump 2.0 will be as receptive as members of Congress have been to hydrogen and the IRA’s tax credit for producing the fuel. Let’s look inside his crystal ball, shall we?
Simply put, will president-elect Donald Trump keep the IRA’s 45V tax credit in place?
So a couple things there. First, the production tax credit still has to be finalized and what they do about the tax credits, if anything, is a function of whether the Biden administration issues final guidance.
If they issue final guidance, then what that guidance says will determine what kind of reaction the Trump administration may have, whether to adjust it or tweak it.
The second thing: I think the tax credits fit into a question of the IRA broadly and hydrogen specifically. The Trump administration is going to be looking at the entirety of the IRA. There’s the question of what pushback hydrogen has in this administration and if it’s viewed as valuable or important or secondary, tertiary to other things. And I think we’ve yet to see that in the form of any platform.
So Trump’s view on hydrogen is a mystery then – how will that uncertainty impact hydrogen projects in development today?
The uncertainty that has been experienced by this industry predates the election outcome. The long wait for guidance has definitely slowed down the amount of investment. They’ve put many things on hold. This is not a secret.
What I’ll say is, the ability to regroup and fulfill the expectations that this industry had two or three years ago is hugely dependent on the outcome of the tax credit.
What do you think we’ll see companies do in this information vacuum? Will we see them double down on supporting the credit or potentially get out of hydrogen since it’s an emerging, nascent technology?
The doubling down on the tax credit depends on what the guidance looks like.
If the guidance looks flexible, the question is: how do you take that flexibility and make sure the Trump administration continues it and sees it as valuable or vital?
If the tax credit becomes rigid and stays rigid in the Biden administration, you’ll have a two step process – to unwind the rigidity and then also encourage the Trump administration to see the merits. If the guidance stays as stated, the work is harder.
The degree to which industry continues to make investments and says, “hey, we’re all in,” is a function of how these tax credits emerged. Are they going to really keep fighting and to keep the momentum going, or are the [credits] so limited that companies go, “look this is going to be very very hard to overcome in the U.S. so we’re going to take our investment elsewhere.”
You think we might see companies dip out of the hydrogen space over the credit’s outcome?
Mature long term players who are multinationals … are remaining extremely positive. They may adjust the sequence of their investments but they’re in this because they’re in hydrogen and want to be in this market as much as possible.
But those who saw this as an opportunity to come in and take advantage of tax credits are having those reactions of, “Should I invest? Do I look [at it] positively?” And that’s probably natural.
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1. Marion County, Indiana — State legislators made a U-turn this week in Indiana.
2. Baldwin County, Alabama — Alabamians are fighting a solar project they say was dropped into their laps without adequate warning.
3. Orleans Parish, Louisiana — The Crescent City has closed its doors to data centers, at least until next year.
A conversation with Emily Pritzkow of Wisconsin Building Trades
This week’s conversation is with Emily Pritzkow, executive director for the Wisconsin Building Trades, which represents over 40,000 workers at 15 unions, including the International Brotherhood of Electrical Workers, the International Union of Operating Engineers, and the Wisconsin Pipe Trades Association. I wanted to speak with her about the kinds of jobs needed to build and maintain data centers and whether they have a big impact on how communities view a project. Our conversation was edited for length and clarity.
So first of all, how do data centers actually drive employment for your members?
From an infrastructure perspective, these are massive hyperscale projects. They require extensive electrical infrastructure and really sophisticated cooling systems, work that will sustain our building trades workforce for years – and beyond, because as you probably see, these facilities often expand. Within the building trades, we see the most work on these projects. Our electricians and almost every other skilled trade you can think of, they’re on site not only building facilities but maintaining them after the fact.
We also view it through the lens of requiring our skilled trades to be there for ongoing maintenance, system upgrades, and emergency repairs.
What’s the access level for these jobs?
If you have a union signatory employer and you work for them, you will need to complete an apprenticeship to get the skills you need, or it can be through the union directly. It’s folks from all ranges of life, whether they’re just graduating from high school or, well, I was recently talking to an office manager who had a 50-year-old apprentice.
These apprenticeship programs are done at our training centers. They’re funded through contributions from our journey workers and from our signatory contractors. We have programs without taxpayer dollars and use our existing workforce to bring on the next generation.
Where’s the interest in these jobs at the moment? I’m trying to understand the extent to which potential employment benefits are welcomed by communities with data center development.
This is a hot topic right now. And it’s a complicated topic and an issue that’s evolving – technology is evolving. But what we do find is engagement from the trades is a huge benefit to these projects when they come to a community because we are the community. We have operated in Wisconsin for 130 years. Our partnership with our building trades unions is often viewed by local stakeholders as the first step of building trust, frankly; they know that when we’re on a project, it’s their neighbors getting good jobs and their kids being able to perhaps train in their own backyard. And local officials know our track record. We’re accountable to stakeholders.
We are a valuable player when we are engaged and involved in these sting decisions.
When do you get engaged and to what extent?
Everyone operates differently but we often get engaged pretty early on because, obviously, our workforce is necessary to build the project. They need the manpower, they need to talk to us early on about what pipeline we have for the work. We need to talk about build-out expectations and timelines and apprenticeship recruitment, so we’re involved early on. We’ve had notable partnerships, like Microsoft in southeast Wisconsin. They’re now the single largest taxpayer in Racine County. That project is now looking to expand.
When we are involved early on, it really shows what can happen. And there are incredible stories coming out of that job site every day about what that work has meant for our union members.
To what extent are some of these communities taking in the labor piece when it comes to data centers?
I think that’s a challenging question to answer because it varies on the individual person, on what their priority is as a member of a community. What they know, what they prioritize.
Across the board, again, we’re a known entity. We are not an external player; we live in these communities and often have training centers in them. They know the value that comes from our workers and the careers we provide.
I don’t think I’ve seen anyone who says that is a bad thing. But I do think there are other factors people are weighing when they’re considering these projects and they’re incredibly personal.
How do you reckon with the personal nature of this issue, given the employment of your members is also at stake? How do you grapple with that?
Well, look, we respect, over anything else, local decision-making. That’s how this should work.
We’re not here to push through something that is not embraced by communities. We are there to answer questions and good actors and provide information about our workforce, what it can mean. But these are decisions individual communities need to make together.
What sorts of communities are welcoming these projects, from your perspective?
That’s another challenging question because I think we only have a few to go off of here.
I would say more information earlier on the better. That’s true in any case, but especially with this. For us, when we go about our day-to-day activities, that is how our most successful projects work. Good communication. Time to think things through. It is very early days, so we have some great success stories we can point to but definitely more to come.
The number of data centers opposed in Republican-voting areas has risen 330% over the past six months.
It’s probably an exaggeration to say that there are more alligators than people in Colleton County, South Carolina, but it’s close. A rural swath of the Lowcountry that went for Trump by almost 20%, the “alligator alley” is nearly 10% coastal marshes and wetlands, and is home to one of the largest undeveloped watersheds in the nation. Only 38,600 people — about the population of New York’s Kew Gardens neighborhood — call the county home.
Colleton County could soon have a new landmark, though: South Carolina’s first gigawatt data center project, proposed by Eagle Rock Partners.
That’s if it overcomes mounting local opposition, however. Although the White House has drummed up data centers as the key to beating China in the race for AI dominance, Heatmap Pro data indicate that a backlash is growing from deep within President Donald Trump’s strongholds in rural America.
According to Heatmap Pro data, there are 129 embattled data centers located in Republican-voting areas. The vast majority of these counties are rural; just six occurred in counties with more than 1,000 people per square mile. That’s compared with 93 projects opposed in Democratic areas, which are much more evenly distributed across rural and more urban areas.
Most of this opposition is fairly recent. Six months ago, only 28 data centers proposed in low-density, Trump-friendly countries faced community opposition. In the past six months, that number has jumped by 95 projects. Heatmap’s data “shows there is a split, especially if you look at where data centers have been opposed over the past six months or so,” says Charlie Clynes, a data analyst with Heatmap Pro. “Most of the data centers facing new fights are in Republican places that are relatively sparsely populated, and so you’re seeing more conflict there than in Democratic areas, especially in Democratic areas that are sparsely populated.”
All in all, the number of data centers that have faced opposition in Republican areas has risen 330% over the past six months.
Our polling reflects the breakdown in the GOP: Rural Republicans exhibit greater resistance to hypothetical data center projects in their communities than urban Republicans: only 45% of GOP voters in rural areas support data centers being built nearby, compared with nearly 60% of urban Republicans.

Such a pattern recently played out in Livingston County, Michigan, a farming area that went 61% for President Donald Trump, and “is known for being friendly to businesses.” Like Colleton County, the Michigan county has low population density; last fall, hundreds of the residents of Howell Township attended public meetings to oppose Meta’s proposed 1,000-acre, $1 billion AI training data center in their community. Ultimately, the uprising was successful, and the developer withdrew the Livingston County project.
Across the five case studies I looked at today for The Fight — in addition to Colleton and Livingston Counties, Carson County, Texas; Tucker County, West Virginia; and Columbia County, Georgia, are three other red, rural examples of communities that opposed data centers, albeit without success — opposition tended to be rooted in concerns about water consumption, noise pollution, and environmental degradation. Returning to South Carolina for a moment: One of the two Colleton residents suing the county for its data center-friendly zoning ordinance wrote in a press release that he is doing so because “we cannot allow” a data center “to threaten our star-filled night skies, natural quiet, and enjoyment of landscapes with light, water, and noise pollution.” (In general, our polling has found that people who strongly oppose clean energy are also most likely to oppose data centers.)
Rural Republicans’ recent turn on data centers is significant. Of 222 data centers that have faced or are currently facing opposition, the majority — 55% —are located in red low-population-density areas. Developers take note: Contrary to their sleepy outside appearances, counties like South Carolina’s alligator alley clearly have teeth.