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Podcast

How 2025 Could Reshape Climate Policy — Whoever Wins the Election

Inside season 2, episode 3 of Shift Key.

Voting.
Heatmap Illustration/Getty Images

It’s time to start talking about a big year for climate politics and policy: 2025. No matter who wins this fall’s elections, next year’s executive and legislative climate policy will be huge for America’s decarbonization strategy. Congress is all but guaranteed to negotiate over key parts of the country’s tax code, and whoever controls the White House will have to finalize the Inflation Reduction Act’s last few big programs.

On this week’s episode of Shift Key, Jesse and Rob are joined by Josh Freed, who leads Third Way’s climate and energy program, to game out the most likely scenarios. If Trump wins with a Republican Congress, will they repeal the Inflation Reduction Act? What if Trump wins but Democrats take the House? And what would Kamala Harris do with a trifecta? Shift Key is hosted by Robinson Meyer, the founding executive editor of Heatmap, and Jesse Jenkins, a professor of energy systems engineering at Princeton University.

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Here is an excerpt from our conversation:

Jesse Jenkins: Where climate policy succeeds the most, in my view, is where it sits in an intersectional role — where it is not climate policy as purely climate policy, but rather climate policy as something that is tied to a broader agenda. And one that — as you articulated, Josh — at least in rhetoric, is something that is bipartisan. It’s a prior set of priorities, shared across the political divide, to see American companies do well, and to see America play a strong role in the world stage. I think the details of that are obviously very important, and there’s a lot of different ways that could go.

Josh Freed: And Jesse, one other point I think you made that’s really important is, because of the transformative nature of the Inflation Reduction Act, and the Bipartisan Infrastructure Law, and even Justice40 and everything else that we’ve seen, climate policy is an underpinning of so much of whatever the next Democratic administration, a Harris administration, would do that, rhetorically, it may not even be mentioned that much. We didn’t hear Kamala Harris discuss climate change extensively last night in her remarks. However, when she talks about security, when she talks about economic opportunity, when she talks about the strength of the American economy, it is driven in by what we are seeing happen and what happens next on all of the mechanisms that the Inflation Reduction Act created, and on the potential for us to get permitting reform, whether it’s later this year or next year.

It’s this very interesting next step for us in climate and clean energy policy, where it is just implicit that it’s happening rather than something that has to be explicitly talked about as much politically. And so, you know, this isn’t something where we necessarily need to have a President Harris marching around the country, talking about it explicitly, because people are going to see and feel that it’s going to look different, and therefore it can be weaved into whatever new way forward she is describing because people will see their communities looking and feeling differently than they did four, six, eight, 10 years ago. If I think of some of the other components that we were talking about — permitting reform gets unlocked. Some of the challenges that we’re seeing because deployment takes a little while, because delivery of grants takes a little while, get unstuck even more. And she provides that broader vision.

And I think that one of the things is that, Joe Biden, when he ran in 2020, talked about himself in somewhat the context of a transitional figure. And he bridged the old economy and a different way of doing things than we do in 2022, 2024, with what the future looks like. And Kamala really is positioning herself as a new generation and next chapter of leadership. And so if you see the benefits of it — and she talks about what’s happening within some sort of broader context, which I think is going to have more of a care economy focus, a very muscular American foreign policy focus — again, it’s going to be implicit in all of that, and there will be evidence of it.

Robinson Meyer: I guess I feel like I can imagine this as a campaign line, coming out maybe later in October, as the Fed’s going to cut, inflation should hopefully moderate, the labor market hopefully won’t soften too much, and then you can start to make an affirmative case about the economy. I think one issue that Harris has had broadly here is that she has to signal that she understands that voters are not happy with the current state of the economy.

This episode of Shift Key is sponsored by …

Watershed’s climate data engine helps companies measure and reduce their emissions, turning the data they already have into an audit-ready carbon footprint backed by the latest climate science. Get the sustainability data you need in weeks, not months. Learn more at watershed.com.

As a global leader in PV and ESS solutions, Sungrow invests heavily in research and development, constantly pushing the boundaries of solar and battery inverter technology. Discover why Sungrow is the essential component of the clean energy transition by visiting sungrowpower.com.

Antenna Group helps you connect with customers, policymakers, investors, and strategic partners to influence markets and accelerate adoption. Visit antennagroup.com to learn more.

Music for Shift Key is by Adam Kromelow.

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Spotlight

A Giant Data Center Offers a Permitting Reform Test Case

What would happen to Project Jupiter if the Bipartisan American Affordability and Jobs Act is passed?

Project Jupiter.
Heatmap Illustration/Project Jupiter, Library of Congress

One of the nation’s largest data centers is struggling under permitting woes. So let’s play a game: would the bipartisan permitting bill in Congress make the path easier, or might the federal legislation be irrelevant to large hyperscalers under development today?

Meet Project Jupiter, a mega project in southern New Mexico in Dona Ana County under development by Oracle and OpenAI, with financial backing from SoftBank and political support from the Trump administration for being a part of Stargate, a major Trump administration public-private initiative boosting AI development. Project Jupiter would be one of the largest data centers in the country if completed and currently is expected to run on a microgrid powered by fuel cells converting gas to electricity, which the developers claim will burn much cleaner than a typical off-grid gas turbine power plant.

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The Trump Administration Is Still Messing with Offshore Wind Farms

And more of the week’s top news around project fights.

The United States.
Heatmap Illustration/Getty Images

1. New England (and Maryland) – The Trump administration is still messing with offshore wind farms, even while trying to pass a permitting reform deal. Examining the court filings reveals why they may feel empowered to do it — and I’m not sure how this ends.

  • Last Friday, in a legal case brought by anti-wind activists, the Justice Department submitted a motion in federal court to send the construction and operations plan for Orsted’s Revolution Wind project in New England back to the Interior Department for more analysis. On Wednesday, the DOJ entered a similar motion in another case challenging the construction and operations plan for U.S. Wind’s MarWin project off the coast of Maryland in a lawsuit brought by the state’s coastal community of Ocean City.
  • Trump’s actions led some to question whether the president was sabotaging the deal, and others to claim the media coverage itself was an attempt to kill it. Going further, supporters of the bipartisan bill claimed the DOJ's motions were precisely why the bill should become law, implying it would guard offshore wind farms against this sort of maneuver.
  • However, for the bill’s backers, it’s worth considering why the Trump administration believes it has the legal authority to do this. It’s also time to ask whether the bill would actually protect these wind farms against this tactic.
  • To answer those questions, you have to rewind. On May 1, 2025, the Interior Department withdrew a Biden solicitor’s opinion instructing the agency to “strike a rational balance” between wind power and fishing interests. This revocation document is technically not in effect at the moment; one year later, a federal court ruled the opinion was potentially illegal as a part of a preliminary injunction on five anti-renewables actions requested by solar and wind trade groups. The Trump administration is contesting that ruling, and the administration has filed a notice of appeal.
  • In August, despite that opinion being in doubt, a federal judge granted Trump permission under the Outer Continental Shelf Lands Act to remand the construction and operations plan for the now-defunct Atlantic Shores offshore wind farm in the waters of New Jersey. U.S. District Judge Jia Cobb specifically wrote that Atlantic Shores failed to demonstrate the federal government had limitations under OSCLA on revisiting these plans and that the injunction from the litigation on appeal “did not prohibit all reevaluation of agency action.”
  • In the recent Revolution and MarWin filings, Trump’s Justice Department argues the construction and operations plans should be remanded under OSCLA without being vacated. The DOJ motions include claims that previous decision documents did not adequately explain impacts to commercial fishing and other industries that use OSCLA waters. It’s not clear if the administration will win these motions.
  • The bipartisan permitting bill would bar the Interior Department and other federal agencies from taking “any new action that would revoke, rescind, withdraw, terminate, suspend, amend, or alter a federal authorization or permit in effect on or after September 16, 2026,” or “any other action to interfere with or prevent the construction or operation at full capacity of a project that has secured all necessary federal authorizations and permits.” The restriction exempts cases where “the agency is required to take such action by order of a court.” As I wrote in our lengthy piece explaining the bill, this provision has a damages component that allows companies impacted by violations to pursue financial compensation.
  • Here’s the billion-dollar question I expect we won’t have answered unless the bill language is enacted and then litigated: Would the court order exception apply to rulings that grant these motions? Or would the developers be able to sue for damages?

2. Columbia County, N.Y. – New York’s renewable energy permitting office has rejected an upstate solar farm on farmland as a House Democrat representing the area joined hands with the Trump administration in publicly railing against the project.

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Politics

Climate Races to Watch This November

These seven elections could change state energy policy.

Watching voting.
Heatmap Illustration/Getty Images

No matter how well Democrats do in the House and Senate in November, it’s unlikely to mean anything new on climate policy in Washington, D.C., for as long as Donald Trump remains in the White House.

That is not true when it comes to the other elections this year.

Several states are on the verge of a possible Democratic trifecta, meaning unified control of both chambers of the state legislature and the governor’s mansion. It’s a position that could enable such states to either top off existing climate and energy policies passed in the last decade or to make the first real run at climate legislation in recent history.

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