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A year and a half ago, President Biden signed the Inflation Reduction Act, the biggest climate law in American history — and arguably in world history. The law will spend an estimated $500 billion in grants and tax credits to incentivize people and businesses to switch from burning fossil fuels to using cleaner, zero-carbon technologies.
That’s the goal, at least. But is the IRA actually working? Now, 18 months after its passage, we’re starting to be able to answer that question. A new report from a coalition of major energy analysts — including MIT, the Rhodium Group, and our cohost Jesse Jenkins’ lab at Princeton — looks at data from the power and transportation sectors and concludes that yes, the law is starting to decarbonize the American economy.
But it isn’t working in the way many people might expect, because while electric vehicles are on track to meet the IRA’s climate goals, the power sector is not.
That’s the opposite of what you might think from reading the popular press, which has bemoaned an alleged slowdown in new EV sales. But the new report finds that the transportation sector actually came in at the upper end of what modelers expected to see this year. About 9.2% of new cars sold last year in the United States were zero-emissions vehicles; after the IRA passed, modelers had expected EVs to come in anywhere from 8.1 to 9.4% of sales.
But the power sector is lagging behind what modelers had expected to see. While the three groups had projected that 46 to 79 gigawatts of new zero-carbon power would come online last year, only 32.3 gigawatts of new capacity actually did. That is primarily due to a drop in new onshore wind projects, which fell below the installation levels achieved in 2020 and 2021. While solar and batteries continued to go gangbusters, exceeding previous records, they could not make up for the drop in wind. That means that the power sector is not on track to cut emissions 40% by 2030, as compared to 2005 levels, as the bill’s supporters have hoped.
Jesse Jenkins, an energy systems expert and professor at Princeton University, and I dive into the details on the latest episode of Shift Key.
Subscribe to “Shift Key” and find this episode on Apple Podcasts, Spotify, Amazon, or wherever you get your podcasts.
You can also add the show’s RSS feed to your podcast app to follow us directly.
Here is an excerpt from our conversation:
Robinson Meyer: First, let's do the moment of truth. Let’s just first get into the data. So in the power sector, what do we see?
Jesse Jenkins: What we see in the electricity sector is a new record set for zero carbon electricity generation and storage capacity additions. So that's new power plant and battery storage construction.
In aggregate, we saw over 32,000 megawatts or 32 gigawatts of new zero carbon generation and storage added to the U.S. grid in 2023. That's about a 32% increase from the rate in 2022. And it edges out a previous record that we saw in 2021 of about 31.6 gigawatts. So good news is we're setting new record growth rates in total in terms of wind and solar and battery additions.
Unfortunately, that does fall on the lower end of what we were projecting in most of the modeling results. We were looking for, on average, about 46 to 79 gigawatts, so call it 40 to 80 gigawatts on average of additions in 2023 and 2024. We fell short of the low end of that range at 32.3 gigawatts. So unless the pace accelerates substantially in 2024, we're probably going to fall a bit behind schedule in terms of capacity additions.
Meyer: And do we have a sense of what's driving that? Because I think that's a very surprising finding, that we're behind schedule in the power sector, where I think people feel pretty good generally about the pace of decarbonization. Or I think where the common wisdom, at least, is that the pace of decarbonization is like proceeding apace. What's driving this underperformance of the model?
Jenkins: So it's really the difference between solar and wind additions.
The solar sector added about 18.4 gigawatts of capacity in 2023. That's up massively from just about 11 gigawatts in 2022. It's about double what we had seen in 2020, which was kind of our reference when we were doing our modeling as we started the REPEAT project in 2021. And so that's looking encouraging and in fact is running ahead of schedule with the average pace of additions that we saw in REPEAT project results.
Batteries are growing way faster than we expected.
And that helps really make the most of those solar capacity additions because solar and batteries are kind of like peanut butter and jelly, they go together quite well. And that's because solar has this nice, regular daily fluctuation, right? From the sun rising and setting. And that pairs really well with batteries, which today in a way lithium ion batteries are best suited for, you know, only a few hours of storage. So they'll charge for three or four hours in the middle of the day when we've got an abundance of sun. And then they'll discharge in the evening to help meet the evening peak of demand when everybody's coming home from work.
The batteries basically helped shift the solar output from the middle of the day to hit that evening peak. And that's, that's really helpful. Where things are running behind schedule is really in the wind sector, where we only built about half of the peak rate, actually less than half that we've seen historically in 2023. Additions of wind power in 2023 were only about 6.3 gigawatts, and that's down from nearly 15 gigawatts in each of 2020 and 2021.
So that's a step backwards at a time when we should be smashing new record growth rates across all of these sectors. And that's giving me the biggest concern as we look at in the next couple of years.
Meyer: And that's, I mean, last show we talked about offshore wind and the troubles in offshore wind and how it seems like some big offshore wind projects that we thought might be coming online in the middle of this decade might not be coming online till the end of the decade. But when we talk about wind underperforming in terms of the whole country over the past year, we're really still talking about onshore wind. This is like big turbines in the middle of the Great Plains, not big turbines off the coast of New York, New Jersey, right?
Jenkins: That's right. Yeah, I think I don't think we had any significant offshore wind capacity additions coming in 2024. You know, most of that we were expecting would come in between 2026 and 2030 or 2035. So this is really a story about onshore wind, where if we look at the economics of onshore wind across the country, there's a tremendous number of sites that look very economic given the incentives provided by the Inflation Reduction Act.
And unfortunately, we're just not building out at the pace that would be economically justified. And that is really an indicator that there are a substantial number of other non-economic frictions or barriers to deployment of wind in particular at the pace that we want to see.
The full transcript is here.
This episode of Shift Key is sponsored by Advanced Energy United, KORE Power, and Yale …
Advanced Energy United educates, engages, and advocates for policies that allow our member companies to compete to power our economy with 100% clean energy, working with decision makers and energy market regulators to achieve this goal. Together, we are united in our mission to accelerate the transition to 100% clean energy in America. Learn more at advancedenergyunited.org/heatmap
KORE Power provides the commercial, industrial, and utility markets with functional solutions that advance the clean energy transition worldwide. KORE Power's technology and manufacturing capabilities provide direct access to next generation battery cells, energy storage systems that scale to grid+, EV power & infrastructure, and intuitive asset management to unlock energy strategies across a myriad of applications. Explore more at korepower.com — the future of clean energy is here.
Build your skills in policy, finance, and clean technology at Yale. Yale’s Financing and Deploying Clean Energy certificate program is a 10-month online certificate program that trains and connects clean energy professionals to catalyze an equitable transition to a clean economy. Connect with Yale’s expertise, grow your professional network, and deepen your impact. Learn more at cbey.yale.edu/certificate.
Music for Shift Key is by Adam Kromelow.
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It’s already been an historic year for wildfires. Even if your community doesn’t burn, you might still be in for hazy air.
The nation will mark an unhappy anniversary next week: the worst day for wildfire pollution exposure in U.S. history. On June 7, 2023, the skies over the Acela Corridor turned a sickly mustard yellow due to smoke pouring south from fires in northern Quebec; New York City recorded its unhealthiest ever score on the Air Quality Index at 484, more than 300 points above what’s considered healthy. In the years since, we’ve come to better understand the dangers of such “smoke events.” A study published earlier this year by researchers at UCLA was the first to estimate deaths specifically from long-term exposure to wildfire smoke, finding that it kills more than 24,000 people in the U.S. every year — more people than murderers.
The 2026 wildfire season is already one for the books. Fires had burned 2.4 million acres in the U.S. as of Monday, nearly double the 10-year average for the start of June. And the months ahead don’t look good — about 17% of the country is already in extreme drought, and an all-but-certain El Niño will bring warmer, drier conditions to the already volatile Northwest and suppress or delay monsoon precipitation elsewhere.
Where the smoke from any of the resulting fires actually goes is far less predictable, however, subject to impossible-to-forecast factors such as when there are human-caused ignitions, how big the fire is, what the winds are doing on a given day or even hour, and how much moisture is in the air, among other micro-factors. What’s actually burning makes a difference, too: trees, logs, and dense forest floor litter, called duff, have more mass than the flash-burning grasses of the Plains, meaning forest fires produce more soot and ash for distribution. “Literally, that is where the heavy emissions come from to get lofted with the intensity of a ground fire,” Pete Lahm, the branch chief for smoke at the U.S. Forest Service and the leader of the Interagency Wildlife Fire Air Quality Response Program, told me.
The current Fort Smith fire in the boreal forest of Canada is an example of how difficult it is to predict smoke exposure. Although northern Canada had a good snow year — which should in theory suppress major fires up there — there was a small pocket of dryness around Wood Buffalo National Park that ignited, ballooned into an almost 40,000-acre fire, and sent high-altitude smoke as far south as Chicago last week. Or take those wildfires in Quebec in 2023, which sent particulate matter as far south as Florida.
“The smoke went out to sea and came back in,” Lahm said of that event. “Who would have thought about that?”
As Will Barrett, the assistant vice president for nationwide clean air policy at the American Lung Association, told me, “No part of the country is immune from the impacts of climate change and the threat of increased pollution.” It’s always best to check your local air quality (which reflects a lot more than just wildfire particulates) and the national fire and smoke map when in doubt.
Much has already been said by now about the lack of snow in the Western U.S. “This year’s peak snowpack will be the new benchmark low for Wyoming, Utah, Colorado, and New Mexico,” reads the latest National Integrated Drought Information System report from the middle of May. “There are no comparable years.” Idaho, too, has “no historical comparison” for its lack of snow. In the Cascade Mountains and northern Sierras, where some of the country’s worst wildfires have historically occurred, many drought monitoring stations are likewise recording only trace amounts of snow.
Normally, melting snow helps stave off wildfire ignitions through the spring and early summer. When the snow melts too early — or isn’t there in the first place — the potential for explosive wildfires creeps higher much sooner. Forests also just have a lot of stuff — large trees, brushy undergrowth, forest floor leaf litter, homes and cars — which generates a lot of soot and ash.
In the southern half of Nevada and Utah, fuels are already “near or exceeding record dry levels,” per the latest National Significant Wildland Fire Potential Outlook, updated on Monday. What’s more, “Some of the fires are burning in the heavier fuels and timber of higher elevations, which is very unusual for late May” — and causes more smoke than grasses or chaparral.
The report also shows that above-average significant wildfire potential will consume almost the entire northwest corner of the U.S. — all of Washington, Oregon, Idaho, and southwest Montana — by August, and continue into September. The conditions resemble those of 2015, which turned out to be one of the worst fire seasons in Pacific Northwest history, the agency said. Everyone in the region is at risk from local wildfire smoke, regardless of what drifts in from other places.
“If California were to get active, Idaho and parts of Oregon can get slammed with that smoke,” Lahm told me. “Occasionally, with fires in the mid-Sierras, you’ll start to see impacts in Salt Lake City.” That’s especially true when there is above-normal plant growth in the Sacramento Valley and Sierra foothills, as there is this year. (“One sampling site in the Sierra Foothills,” the interagency report found, “recorded the second highest amount of growth in the 43-year period of record.”)
Lahm added a note of potential optimism to the smoke forecast in the West, pointing out that California is not in a severe drought at the moment. Southern California, home of the costliest fire in U.S. history last year, could be spared almost entirely thanks to the expected El Niño-induced above-average rainfall. “Maybe we won’t get the smoke from California this year,” Lahm allowed, before adding, “but California can get drier.”
The fire season is already well underway in the Southwest, with the airplane-crash-ignited Seven Cabins Fire in New Mexico the biggest active wildfire in the U.S. at 29,000 acres. Local air quality impacts are significant enough that the Forest Service already has air resource advisors involved, but Lahm told me long-range smoke impacts aren’t expected.
The southern and southeastern U.S. can sometimes feel repercussions from fires burning on the West Coast, though. “If we have a good Pacific Rim season, while really volume driven, there have actually been impacts in Louisiana, occasionally,” Lahm said.
Spring fires in Georgia and Florida have burned down into the duff, or “gone underground,” and could reemerge again in the coming months. Late May’s rainstorms could theoretically help curb fires in the Southeast, at least through the early summer. But forecasts show conditions drying out by late summer — El Niño increases wind shear, interrupting hurricane formation in the Atlantic basin and suppressing the tropical storms that normally keep the region wet through the hottest months of the year. Downed trees and brush from Hurricane Helene in 2024 remain an ongoing fire hazard, especially if they dry out.
The smoke in the Midwest isn’t usually of the homegrown variety, but being downwind of Canada and the western U.S. has made it no stranger to haze and red sunsets. According to the American Lung Association’s 2026 State of the Air report, which looks at the period from 2022-2024, “most of the Midwest” was “seriously impacted by high levels of ozone,” in part due to the “ozone-forming pollutants” generated when wildfire smoke interacts with urban air.
The snow conditions in Canada this year thankfully haven’t followed the pattern in the western U.S., and if things stay relatively wet up north, then it’s less likely the Midwest will experience the boreal wildfire smoke it may otherwise have grown accustomed to. But “say that smoke that came down from the [Fort Smith] fire decided to hit the ground in Chicago” last week, Lahm speculated to me. “It certainly would have probably contributed to [air quality] numbers above the standard, and if you’re sensitive and you’re not ready, then it’s a big deal.”
Because poor air quality often stems from fires burning in other places — which thus are often not top of mind — watching local air quality reports is especially important in the Midwest. No, the Fort Smith smoke didn’t hit Chicago last week, but it could have. More than any other region, the Midwest is a wildcard for smoke impacts.
Like the Midwest, the Northeast is often the victim of smoke from faraway fires. In 2025, for example, there were what Lahm described as “light impacts” in New York and Washington, D.C., from fires in Quebec, Ontario, and the Western U.S. “because of the volume of fire material being burned.” So far, though, the National Significant Wildland Fire Potential Outlook shows normal fire potential for the Mid-Atlantic region through September with “brief periods of elevated fire danger during windy days that follow dry periods.”
But as I’ve written before, the fire conditions in the East are also changing. The region has seen a 10-fold jump in the frequency of large burns over the past four decades. In fact, almost nowhere better represents the ability of local fires to cause unpredictable regional impacts than the East, where a likely human-caused fire in Brooklyn’s Prospect Park in 2024 sent particulate matter into surrounding neighborhoods.
If smoke defies long-range forecasts, then, the best method is to expect it and be pleasantly surprised if it doesn’t arrive. For most people, that means shaking off any leftover baggage you have around mask-wearing from the COVID-era and keeping a few N95s in the glove box. It also means knowing you’re at risk in the first place. Children under 18, adults over 65, and anyone who is pregnant or has a pre-existing respiratory or heart condition should be especially attuned to their local air quality. For those groups, having extra inhalers on hand or postponing a run could save a life.
“There are not a lot of places in the U.S. where being ready for some degree of smoke exposure, if you’re at risk, doesn’t make sense,” Lahm said. “It’s just good preparation. We keep a flashlight for when the lights go out in our homes — we need to look at smoke the same way.”
On offshore wind's defense, Three Mile Island, and virtual power plants
Current conditions: Heavy hail storms across Belgium, France, and Italy have injured at least 30 people • Powerful winds are churning up dust storms that are blanketing broad swaths of Delhi, India’s capital region • The United Nations just warned that El Niño weather patterns have an 80% chance of returning by September, threatening to supercharge weather extremes.
New York Attorney General Letitia James led a group of Northeast states in a lawsuit against the Trump administration to pay TotalEnergies nearly $1 billion to abandon its two offshore wind leases in the United States. The lawsuit comes on the heels of reporting by Heatmap’s Emily Pontecorvo that found, contrary to the administration’s announcements, the U.S. government’s agreement with Total didn’t actually require any new investments in fossil fuels, as the administration strongly implied, and that the payment may not have actually met the requirements to be drawn from a federal coffer designed to fund legal settlements. “After repeatedly losing in court, this administration cooked up a sham deal to pay a foreign energy company hundreds of millions of taxpayer dollars to abandon offshore wind and invest in oil and gas instead,” James said in a press release. “We are fighting back to stop this illegal agreement that threatens to erase over a thousand union jobs and cheat millions of New Yorkers out of clean, affordable energy.” New Jersey, Connecticut, Maine, Massachusetts, Rhode Island, and Vermont joined the litigation.
Meanwhile, New York State lawmakers are preparing to pass legislation enacting a one-year moratorium on large centers by the end of the week, Assembly Speaker Carl Heastie told Gothamist, as Democrats caution that the grid can’t handle the new demand. On X, reporter Jimmy Vielkind warned that it’s unclear whether Governor Kathy Hochul would sign the bill. Data from the website Data Center Map shows that the state has more than 130 data centers, nearly half of which are located in the New York City metropolitan area.

The House of Representatives voted Tuesday to pass a package of bills aimed at bolstering development of geothermal energy in the U.S. The package overhauls geothermal-specific rules for permitting and land sales to speed up the timelines for deploying the technology. In a statement, Representative Alexandria Ocasio-Cortez, a progressive from New York who is widely discussed as a potential contender for the 2028 Democratic presidential nod, thanked her Republican colleagues for working across the aisle on the legislation. “At a time of extreme political polarization, this package shows that Congress can still come together on commonsense solutions to better the lives of the American people,” she said.
Meanwhile, the Trump administration is eliminating a network of sensors designed to track environmental changes off America’s shores. A decade ago, the U.S. government built a $368 million deep-ocean observation system to monitor coastal environments and marine life and track the shifting ocean currents that affect global weather patterns. Not for long. On Tuesday, The New York Times reported that the National Science Foundation planned to “dismantle” the system, removing more than 900 deep-sea instruments anchored off Oregon, Washington State, Alaska, North Carolina, and the Irminger Sea between Greenland and Iceland. The federal agency said the decision to scrap the Ocean Observatories Initiative aligns with a “wider strategy to have a nimbler approach to prioritizing support for evolving scientific priorities.” But Craig McLean, a former acting chief scientist at the National Oceanic and Atmospheric Administration during President Donald Trump’s first term, said the move “reflects the further lack of understanding that the current administration has of scientific value and scientific merit.” He added: “By dismantling such a system, we push the United States back yet again into a rear seat in global scientific leadership.”
The world’s meager capacity to remove carbon dioxide from the atmosphere already falls far short of what’s needed to bend the curve on climate change. Now, as Emily wrote of a new report, “the chasm is widening.” On Tuesday, the academic consortium behind the State of Carbon Dioxide Removal report put out the third version of the analysis. The findings are sobering. While research and deployment of carbon removal technologies has made progress in the past two years, it is still not growing quickly enough to reach the scale required to support the Paris Agreement temperature limits. “We’re seeing a lot of signs that there’s still growth happening,” Morgan Edwards, an assistant professor of public affairs at the University of Wisconsin, Madison, and one of the authors, told Emily. “But we need to see a step change in both early indicators like investment and also actual deployments” between now and 2030, in addition to major emission reductions.
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The Federal Energy Regulatory Commission has given Constellation Energy, the nation’s largest operator of nuclear plants, approval to transfer the right to connect to the grid from its Eddystone gas-fired plant outside Philadelphia to the Three Mile Island nuclear plant. The approval marks a major step forward for Constellation’s plan to turn the defunct atomic station into its new Crane Clean Energy Center and begin producing electricity as early as next year. Previously, PJM Interconnection, the regional grid operator, had warned that the plant could not begin supplying new power until 2031. But Constellation said this week’s waiver puts it back on track for a 2027 restart.
Meanwhile, Europe’s top producer of nuclear fuel is ramping up its capacity in the U.S. Urenco, the nuclear fuel enricher co-owned by the British and Dutch governments, on Tuesday announced plans to expand capacity at the only U.S. commercial uranium enrichment facility by nearly 50%, marking what it called a major commitment to strengthening the domestic supply chain. The multi-billion-dollar investment will increase the output from the firm’s National Enrichment Facility in Eunice, New Mexico. “For more than 15 years, Urenco USA has provided its U.S. utility customers with a reliable domestic supply of enriched uranium to power their nuclear reactors,” Boris Schucht, the chief executive of Urenco Global, said in a statement. “This expansion reinforces our commitment to a resilient U.S. nuclear fuel supply chain focused on meeting the long-term needs of our customers as well as supporting U.S. energy security through continued investment by Urenco.”
Virtual power plants — software that can tap into networks of distributed energy resources such as solar panels and batteries to supply the grid in times of need — are having a moment as demand from data centers runs laps around any new supply. And while my colleague Katie Brigham recently outlined the steep challenges this technology faces, the deals keep coming. On Tuesday, Google announced a three-year deal with the VPP provider Voltus to supply up to 100 megawatts of new electricity capacity from distributed resources in the country’s highly stressed largest grid, PJM Interconnection. “Under the agreement, Voltus will orchestrate flexible distributed resources — such as batteries and smart thermostats — to reduce energy demand when the grid needs it, paying the local homes and businesses who participate,” Michael Terrell, Google’s global head of advanced energy, wrote in a blog post. “This enables new capacity for the system, channels investment into local communities, and strengthens the grids that serve our data centers.”
Nearly a year after launching a new company focused on manufacturing next-generation medium-voltage power electronics that can better integrate solar, wind, and data centers onto the grid, former Tesla executive Drew Baglino has struck a major deal. His new startup, Heron Power, just inked an agreement with LG Energy Solution to integrate its solid-state transformer technology with the South Korean battery giant’s energy storage systems in the U.S. “This collaboration reflects a shared commitment to advancing American energy manufacturing and delivering next-generation infrastructure at scale,” Baglino, who serves as Heron’s chief executive, said in a statement. “By engineering a holistic solution together, we are unlocking higher power density, greater efficiency, and faster deployment for developers building the grid of the future.”
A new Heatmap Pro poll shows a rapid shift in public opinion since last fall.
Americans have changed their minds about data centers. Decisively.
At least seven in 10 Americans would now oppose a data center being built near their home, according to a new Heatmap Pro poll, a record low that reveals a staggering shift in public opinion against the facilities powering the artificial intelligence boom.
The survey, conducted by Embold Research, finds that an outright majority of Americans are now strongly opposed to data center construction in their area. Young people, Democrats, and rural voters are more hostile to the projects, but they are broadly unpopular with Americans across geographic and political categories.
The new result reflects a rapid and profound shift in public opinion.
When Heatmap first asked Americans how they would feel about a nearby data center project last September, Americans were evenly split: 43% said they would support it, 42% were opposed, and 15% said they weren’t sure.
When asked the same question in February, Americans were more skeptical. Forty-eight percent said they would support a data center project or weren’t sure, while 51% opposed one in their area.
Now, 55% of Americans — an absolute majority — “strongly” oppose a data center project built near where they live, and an additional 16% are “somewhat” opposed. Only 21% of Americans would support a new nearby data center. The public has swung 49 points against data centers in just nine months, underscoring the heightened political salience of the facilities and the AI industry that they embody.
Other statistics suggest that the public’s skepticism of data centers is surging. At least 20 data center projects were canceled after facing significant public backlash in the first quarter of this year, according to Heatmap Pro data released last month. That is more than double the number that were canceled the previous quarter, the data shows.
The canceled projects from the first quarter wiped out more than $41 billion in planned investment and at least 3.5 gigawatts of electricity demand, according to the Heatmap Pro review.
Little wonder: The new polling shows that skepticism of data centers is widespread across all age groups, political parties, and regions of the country. Some 78% of Americans who said they voted for Kamala Harris in the 2024 election would oppose a local data center project; so would 63% of Americans who reported voting for Donald Trump. And no region of the U.S. saw less than 69% data center opposition.
For the past decade, many political issues have polarized along urban and rural lines, with city dwellers lining up on the liberal side of an issue and rural voters trending more conservative. But the new poll suggests data centers may be defying that trend: Data centers are slightly more unpopular among rural voters than among other voters.
Americans in smaller communities were 54 points opposed, on net, to a data center getting built near their home — in other words, 73% opposed a project, while 19% supported it. Suburbanites and urban voters were 48 and 47 points net opposed, respectively.
Young voters are also strongly against data centers. Eighty percent of Americans ages 18 to 34 said they would oppose a new data center near where they live.
Republicans, non-white Americans, and people who did not go to college are slightly more supportive of data centers in their communities than the median, but even that left the developments at least 30 points underwater.
Just 5% of Democrats, by contrast, said they would “strongly” support a data center getting built in their area, with another 10% describing partial support. Sixty-three percent of Democrats would strongly oppose the project and another 15% would somewhat oppose it.
Five percent of independents would strongly support a data center in their area, with 11% somewhat in support. Seventy-two percent of independents would be strongly or somewhat opposed to such a project.
The Heatmap Pro poll of 4,118 American registered voters was conducted by Embold Research via text-to-web responses from May 15 to 28, 2026. The survey included interviews with Americans in all 50 states and Washington, D.C. The margin of sampling error is plus or minus 1.6 percentage points.