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The contrasts may be quiet, but they’re also quite clear.

The United States Senate sits on a knife-edge. Democrats currently control the chamber by a 51-49 margin, but they are defending more seats than Republicans are in this election. In fact, with the retirement of Joe Manchin and the nearly inevitable passing of that West Virginia seat to a Republican, Democrats need to win almost every contested race in order to keep the chamber at 50-50, which would give them control if Kamala Harris wins the White House and Tim Walz is able to cast tie-breaking votes.
The consequences of a shift in control for climate policy could be enormous, not just in the legislation that will (or won’t) pass, but in the fate of nominees to key agencies. So how are Senate candidates confronting the climate issue? This roundup of the 10 most closely contested races shows that while the contrasts between the candidates are stark, for the most part, climate has been a secondary or even absent issue on the campaign trail.
The contrasts between the candidates are unmistakeable; to take just one example, every Democrat on this list who was in Congress at the time voted for the Inflation Reduction Act, the most significant climate legislation in history, and every Republican opposed it. But with the exception of Pennsylvania, where fracking has been a major issue, and to a lesser extent in Arizona, where Ruben Gallego often brings up the toll of increasing temperatures, in none of these races is climate change anywhere near the forefront of the debate.
That’s mostly because Democrats have chosen not to elevate the issue. Though they might criticize their Republican opponents for opposing the IRA or ignoring climate altogether if you ask them, they haven’t put time and resources behind the criticism. You don’t see them discussing climate in their advertising, and in most cases you won’t even find it mentioned on their websites — or if it’s there, it merits only a brief statement of intentions and nothing more detailed.
Nevertheless, the contrast remains: All of these Democrats can be counted on to support most or all of a Harris administration’s climate initiatives, just as the Republicans will reliably oppose them, or support a second Trump administration’s efforts to roll back the measures the Biden administration has undertaken. Which is why so much depends on where the Senate falls after election day.
The candidates: Democrat Ruben Gallego vs. Republican Kari Lake
Gallego has been a particularly forceful advocate on one aspect of climate change: extreme heat. He told The Arizona Republic that “our state will become uninhabitable in the summer if we wait much longer to act,” has introduced multiple bills to address it, and criticized the Biden administration for not going far enough to confront the danger of rising temperatures. Lake, on the other hand, dismisses any such concern. Last summer she accused Gallego and Governor Katie Hobbs of “pushing mass hysteria in an effort to declare a climate emergency.” She told a podcast, “Newsflash, it’s hot in Arizona in the summer,” and said “don’t tell me that we’re in some sort of a weird heating trend … I don’t believe that for a minute.”
The candidates: Democrat Debbie Mucarsel-Powell, the challenger vs. Republican Rick Scott, the incumbent
When he became Florida’s governor in 2011, Scott reportedly issued an informal ban on the use of the terms “climate change” and “global warming” in state communication. He denied the story and in recent years has softened his previous climate denial, but he was regularly criticized for inaction in a state unusually vulnerable to climate impacts and has been a consistent opponent of efforts to address warming. Mucarsel-Powell’s website says she “knows climate change is real and she is ready to take action to address the climate crisis that is impacting Floridians, their lives, and their property,” but she’s been quiet about it on the trail.
The candidates: Democrat Angela Alsobrooks vs. Republican Larry Hogan
Former Governor Hogan is the most moderate Republican on this list, and during his tenure in Annapolis he went farther on climate than most Republicans liked, but not as far as state Democrats wanted. He committed the state to reducing emissions, but grappled with Democrats in the legislature over a sweeping climate plan, eventually allowing a scaled-back version to become law without his signature. Alsobrooks calls climate change an “existential threat” and touts her climate efforts as Prince George’s County Executive, including obtaining funding for more electric buses and creating a composting program. She issued an executive order in 2022, setting a goal of making her country carbon-neutral by 2045.
The candidates: Republican Tim Sheehy, the challenger vs. Democrat Jon Tester, the incumbent
For a red-state Democrat, Tester talks a good deal about climate, not mincing words about the effects of global warming (which he says he witnesses as a working farmer) and regularly touting funding he has secured to mitigate climate effects in Montana; he gets a lifetime score of 89% from the League of Conservation Voters. But he favors carrots over sticks, objecting to some tougher pollution regulations and supporting continued fossil fuel production, including the Keystone XL pipeline. Sheehy is a full-on climate denier who rails against “the radical climate cult agenda” and the “woke crap” of ESG investing. Yet the company that made Sheehy rich markets its wildfire-fighting efforts as a response to climate change’s effects.
The candidates: Republican Mike Rogers vs. Democrat Elissa Slotkin
Slotkin, a current member of the House of Representatives, has portrayed herself as something of a climate moderate in Congress, cosponsoring bipartisan emissions legislation but declining to support the Green New Deal. Still, she often brings up her work preparing the Department of Defense to adapt to climate change, and has been supportive of the Biden administration’s climate initiatives. Rogers, on the other hand, was a consistent vote in the House, where he served from the aughts to the mid-2010s, against all kinds of environmental initiatives, and ridiculed DOD climate efforts: “When we dedicate scarce defense funding to global climate change, biofuel initiatives and social engineering experiments with military personnel, you can almost hear the cheers and laughter of our adversaries,” he wrote in 2021. While Slotkin has brought up climate on the campaign trail, neither candidate mentions it on their website.
The candidates: Republican Sam Brown, the challenger vs. Democrat Jacky Rosen, the incumbent
Rosen has been more outspoken about climate change than many Democrats on this list, and has been a particularly strong booster of Nevada’s solar industry; she also attended COP26 in 2021. Brown’s website says, “We have been blessed with an abundance of natural resources, but we’ve also been plagued by politicians pushing extreme left energy agendas, like the Green New Deal, that raise prices and destroy jobs”; he has also criticized electric vehicles and incentives to increase EV sales.
The candidates: Democrat Sherrod Brown, the incumbent vs. Republican Bernie Moreno, the challenger
Senator Brown has used his chairmanship of the Senate Banking Committee to draw attention to climate issues, including pressing the Federal Reserve to incorporate climate risks into its relationship with the banking industry. He has called climate “one of the greatest moral issues of our time,” and has long advocated clean energy as a vehicle to rebuild the country’s industrial base. But during this campaign, he has become increasingly wary of certain emissions regulations he fears will lead to job loss, saying “I’ve spent most of my career looking at trade or environment through the eyes of employment in my state.” Moreno wants to eliminate EV subsidies and has attacked “Biden’s radical Green New Deal agenda,” arguing that achieving “energy dominance” through fossil fuel production is vital to prosperity.
The candidates: Democrat Bob Casey, the incumbent vs. Republican Dave McCormick, the challenger
Though Casey has a strong environmental record, McCormick has succeeded in making fracking a central issue of the campaign, including falsely accusing Casey of supporting a ban on the technique, which is commonly used in Pennsylvania to extract natural gas. McCormick acknowledges that climate change is real, but nevertheless told the Pittsburgh Post-Gazette he wants to “unlock oil and gas production here at home.” (The U.S. is already the world’s largest producer of both oil and natural gas.) In the midst of the fracking controversy, Casey seems to have quieted his prior climate advocacy somewhat (his website has no section on climate, but does have one on “Preserving Pennsylvania’s Energy Legacy”), but he hasn’t publicly disavowed any of his prior positions.
The candidates: Democrat Colin Allred, the challenger vs. Republican Ted Cruz, the incumbent
Cruz has long been one of Congress’ most prominent climate deniers and one of the top recipients of contributions from the fossil fuel industry. He blames the Green New Deal, a piece of legislation that was never voted on, for high electricity prices in Texas, and has attacked federal agencies for “fueling youth climate anxiety.” While Allred has supported climate action in the past, he has trod somewhat carefully on the issue during the campaign (he advocates “an all-of-the-above energy strategy” and has promoted liquified natural gas exports) and hasn’t made an issue of Cruz’s climate denial.
The candidates: Democrat Tammy Baldwin, the incumbent vs. Republican Eric Hovde, the challenger
Baldwin has been a consistent advocate for climate action, including co-sponsoring a bill to achieve net-zero emissions for the entire country by 2050. Hovde has spent a good deal of the campaign railing against EV subsidies and other green energy spending, calls efforts to phase out fossil fuels “delusional,” and instead promotes increased fossil fuel production.
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It’s either reassure investors now or reassure voters later.
Investor-owned utilities are a funny type of company. On the one hand, they answer to their shareholders, who expect growing returns and steady dividends. But those returns are the outcome of an explicitly political process — negotiations with state regulators who approve the utilities’ requests to raise rates and to make investments, on which utilities earn a rate of return that also must be approved by regulators.
Utilities have been requesting a lot of rate increases — some $31 billion in 2025, according to the energy policy group PowerLines, more than double the amount requested the year before. At the same time, those rate increases have helped push electricity prices up over 6% in the last year, while overall prices rose just 2.4%.
Unsurprisingly, people have noticed, and unsurprisingly, politicians have responded. (After all, voters are most likely to blame electric utilities and state governments for rising electricity prices, Heatmap polling has found.) Democrat Mikie Sherrill, for instance, won the New Jersey governorship on the back of her proposal to freeze rates in the state, which has seen some of the country’s largest rate increases.
This puts utilities in an awkward position. They need to boast about earnings growth to their shareholders while also convincing Wall Street that they can avoid becoming punching bags in state capitols.
Make no mistake, the past year has been good for these companies and their shareholders. Utilities in the S&P 500 outperformed the market as a whole, and had largely good news to tell investors in the past few weeks as they reported their fourth quarter and full-year earnings. Still, many utility executives spent quite a bit of time on their most recent earnings calls talking about how committed they are to affordability.
When Exelon — which owns several utilities in PJM Interconnection, the country’s largest grid and ground zero for upset over the influx data centers and rising rates — trumpeted its growing rate base, CEO Calvin Butler argued that this “steady performance is a direct result of a continued focus on affordability.”
But, a Wells Fargo analyst cautioned, there is a growing number of “affordability things out there,” as they put it, “whether you are looking at Maryland, New Jersey, Pennsylvania, Delaware.” To name just one, Pennsylvania Governor Josh Shapiro said in a speech earlier this month that investor-owned utilities “make billions of dollars every year … with too little public accountability or transparency.” Pennsylvania’s Exelon-owned utility, PECO, won approval at the end of 2024 to hike rates by 10%.
When asked specifically about its regulatory strategy in Pennsylvania and when it intended to file a new rate case, Butler said that, “with affordability front and center in all of our jurisdictions, we lean into that first,” but cautioned that “we also recognize that we have to maintain a reliable and resilient grid.” In other words, Exelon knows that it’s under the microscope from the public.
Butler went on to neatly lay out the dilemma for utilities: “Everything centers on affordability and maintaining a reliable system,” he said. Or to put it slightly differently: Rate increases are justified by bolstering reliability, but they’re often opposed by the public because of how they impact affordability.
Of the large investor-owned utilities, it was probably Duke Energy, which owns electrical utilities in the Carolinas, Florida, Kentucky, Indiana, and Ohio, that had to most carefully navigate the politics of higher rates, assuring Wall Street over and over how committed it was to affordability. “We will never waver on our commitment to value and affordability,” Duke chief executive Harry Sideris said on the company’s February 10 earnings call.
In November, Duke requested a $1.7 billion revenue increase over the course of 2027 and 2028 for two North Carolina utilities, Duke Energy Carolinas and Duke Energy Progress — a 15% hike. The typical residential customer Duke Energy Carolinas customer would see $17.22 added onto their monthly bill in 2027, while Duke Energy Progress ratepayers would be responsible for $23.11 more, with smaller increases in 2028.
These rate cases come “amid acute affordability scrutiny, making regulatory outcomes the decisive variable for the earnings trajectory,” Julien Dumoulin-Smith, an analyst at Jefferies, wrote in a note to clients. In other words, in order to continue to grow earnings, Duke needs to convince regulators and a skeptical public that the rate increases are necessary.
“Our customers remain our top priority, and we will never waver on our commitment to value and affordability,” Sideris told investors. “We continue to challenge ourselves to find new ways to deliver affordable energy for our customers.”
All in all, “affordability” and “affordable” came up 15 times on the call. A year earlier, they came up just three times.
When asked by a Jefferies analyst about how Duke could hit its forecasted earnings growth through 2029, Sideris zeroed in on the regulatory side: “We are very confident in our regulatory outcomes,” he said.
At the same time, Duke told investors that it planned to increase its five-year capital spending plan to $103 billion — “the largest fully regulated capital plan in the industry,” Sideris said.
As far as utilities are concerned, with their multiyear planning and spending cycles, we are only at the beginning of the affordability story.
“The 2026 utility narrative is shifting from ‘capex growth at all costs’ to ‘capex growth with a customer permission slip,’” Dumoulin-Smith wrote in a separate note on Thursday. “We believe it is no longer enough for utilities to say they care about affordability; regulators and investors are demanding proof of proactive behavior.”
If they can’t come up with answers that satisfy their investors, ultimately they’ll have to answer to the voters. Last fall, two Republican utility regulators in Georgia lost their reelection bids by huge margins thanks in part to a backlash over years of rate increases they’d approved.
“Especially as the November 2026 elections approach, utilities that fail to demonstrate concrete mitigants face political and reputational risk and may warrant a credibility discount in valuations, in our view,” Dumoulin wrote.
At the same time, utilities are dealing with increased demand for electricity, which almost necessarily means making more investments to better serve that new load, which can in the short turn translate to higher prices. While large technology companies and the White House are making public commitments to shield existing customers from higher costs, utility rates are determined in rate cases, not in press releases.
“As the issue of rising utility bills has become a greater economic and political concern, investors are paying attention,” Charles Hua, the founder and executive director of PowerLines, told me. “Rising utility bills are impacting the investor landscape just as they have reshaped the political landscape.”
Plus more of the week’s top fights in data centers and clean energy.
1. Osage County, Kansas – A wind project years in the making is dead — finally.
2. Franklin County, Missouri – Hundreds of Franklin County residents showed up to a public meeting this week to hear about a $16 billion data center proposed in Pacific, Missouri, only for the city’s planning commission to announce that the issue had been tabled because the developer still hadn’t finalized its funding agreement.
3. Hood County, Texas – Officials in this Texas County voted for the second time this month to reject a moratorium on data centers, citing the risk of litigation.
4. Nantucket County, Massachusetts – On the bright side, one of the nation’s most beleaguered wind projects appears ready to be completed any day now.
Talking with Climate Power senior advisor Jesse Lee.
For this week's Q&A I hopped on the phone with Jesse Lee, a senior advisor at the strategic communications organization Climate Power. Last week, his team released new polling showing that while voters oppose the construction of data centers powered by fossil fuels by a 16-point margin, that flips to a 25-point margin of support when the hypothetical data centers are powered by renewable energy sources instead.
I was eager to speak with Lee because of Heatmap’s own polling on this issue, as well as President Trump’s State of the Union this week, in which he pitched Americans on his negotiations with tech companies to provide their own power for data centers. Our conversation has been lightly edited for length and clarity.
What does your research and polling show when it comes to the tension between data centers, renewable energy development, and affordability?
The huge spike in utility bills under Trump has shaken up how people perceive clean energy and data centers. But it’s gone in two separate directions. They see data centers as a cause of high utility prices, one that’s either already taken effect or is coming to town when a new data center is being built. At the same time, we’ve seen rising support for clean energy.
As we’ve seen in our own polling, nobody is coming out looking golden with the public amidst these utility bill hikes — not Republicans, not Democrats, and certainly not oil and gas executives or data center developers. But clean energy comes out positive; it’s viewed as part of the solution here. And we’ve seen that even in recent MAGA polls — Kellyanne Conway had one; Fabrizio, Lee & Associates had one; and both showed positive support for large-scale solar even among Republicans and MAGA voters. And it’s way high once it’s established that they’d be built here in America.
A year or two ago, if you went to a town hall about a new potential solar project along the highway, it was fertile ground for astroturf folks to come in and spread flies around. There wasn’t much on the other side — maybe there was some talk about local jobs, but unemployment was really low, so it didn’t feel super salient. Now there’s an energy affordability crisis; utility bills had been stable for 20 years, but suddenly they’re not. And I think if you go to the town hall and there’s one person spewing political talking points that they've been fed, and then there’s somebody who says, “Hey, man, my utility bills are out of control, and we have to do something about it,” that’s the person who’s going to win out.
The polling you’ve released shows that 52% of people oppose data center construction altogether, but that there’s more limited local awareness: Only 45% have heard about data center construction in their own communities. What’s happening here?
There’s been a fair amount of coverage of [data center construction] in the press, but it’s definitely been playing catch-up with the electric energy the story has on social media. I think many in the press are not even aware of the fiasco in Memphis over Elon Musk’s natural gas plant. But people have seen the visuals. I mean, imagine a little farmhouse that somebody bought, and there’s a giant, 5-mile-long building full of computers next to it. It’s got an almost dystopian feel to it. And then you hear that the building is using more electricity than New York City.
The big takeaway of the poll for me is that coal and natural gas are an anchor on any data center project, and reinforce the worst fears about it. What you see is that when you attach clean energy [to a data center project], it actually brings them above the majority of support. It’s not just paranoia: We are seeing the effects on utility rates and on air pollution — there was a big study just two days ago on the effects of air pollution from data centers. This is something that people in rural, urban, or suburban communities are hearing about.
Do you see a difference in your polling between natural gas-powered and coal-powered data centers? In our own research, coal is incredibly unpopular, but voters seem more positive about natural gas. I wonder if that narrows the gap.
I think if you polled them individually, you would see some distinction there. But again, things like the Elon Musk fiasco in Memphis have circulated, and people are aware of the sheer volume of power being demanded. Coal is about the dirtiest possible way you can do it. But if it’s natural gas, and it’s next door all the time just to power these computers — that’s not going to be welcome to people.
I'm sure if you disentangle it, you’d see some distinction, but I also think it might not be that much. I’ll put it this way: If you look at the default opposition to data centers coming to town, it’s not actually that different from just the coal and gas numbers. Coal and gas reinforce the default opposition. The big difference is when you have clean energy — that bumps it up a lot. But if you say, “It’s a data center, but what if it were powered by natural gas?” I don’t think that would get anybody excited or change their opinion in a positive way.
Transparency with local communities is key when it comes to questions of renewable buildout, affordability, and powering data centers. What is the message you want to leave people with about Climate Power’s research in this area?
Contrary to this dystopian vision of power, people do have control over their own destinies here. If people speak out and demand that data centers be powered by clean energy, they can get those data centers to commit to it. In the end, there’s going to be a squeeze, and something is going to have to give in terms of Trump having his foot on the back of clean energy — I think something will give.
Demand transparency in terms of what kind of pollution to expect. Demand transparency in terms of what kind of power there’s going to be, and if it’s not going to be clean energy, people are understandably going to oppose it and make their voices heard.