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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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The Loan Programs Office is good for more than just nuclear funding.
That China has a whip hand over the rare earths mining and refining industry is one of the few things Washington can agree on.
That’s why Alex Jacquez, who worked on industrial policy for Joe Biden’s National Economic Council, found it “astounding”when he read in the Washington Post this week that the White House was trying to figure out on the fly what to do about China restricting exports of rare earth metals in response to President Trump’s massive tariffs on the country’s imports.
Rare earth metals have a wide variety of applications, including for magnets in medical technology, defense, and energy productssuch as wind turbines and electric motors.
Jacquez told me there has been “years of work, including by the first Trump administration, that has pointed to this exact case as the worst-case scenario that could happen in an escalation with China.” It stands to reason, then, that experienced policymakers in the Trump administration might have been mindful of forestalling this when developing their tariff plan. But apparently not.
“The lines of attack here are numerous,” Jacquez said. “The fact that the National Economic Council and others are apparently just thinking about this for the first time is pretty shocking.”
And that’s not the only thing the Trump administration is doing that could hamper American access to rare earths and critical minerals.
Though China still effectively controls the global pipeline for most critical minerals (a broader category that includes rare earths as well as more commonly known metals and minerals such as lithium and cobalt), the U.S. has been at work for at least the past five years developing its own domestic supply chain. Much of that work has fallen to the Department of Energy, whose Loan Programs Office has funded mining and processing facilities, and whose Office of Manufacturing and Energy Supply Chains hasfunded and overseen demonstration projects for rare earths and critical minerals mining and refining.
The LPO is in line for dramatic cuts, as Heatmap has reported. So, too, are other departments working on rare earths, including the Office of Manufacturing and Energy Supply Chains. In its zeal to slash the federal government, the Trump administration may have to start from scratch in its efforts to build up a rare earths supply chain.
The Department of Energy did not reply to a request for comment.
This vulnerability to China has been well known in Washington for years, including by the first Trump administration.
“Our dependence on one country, the People's Republic of China (China), for multiple critical minerals is particularly concerning,” then-President Trump said in a 2020 executive order declaring a “national emergency” to deal with “our Nation's undue reliance on critical minerals.” At around the same time, the Loan Programs Office issued guidance “stating a preference for projects related to critical mineral” for applicants for the office’s funding, noting that “80 percent of its rare earth elements directly from China.” Using the Defense Production Act, the Trump administration also issued a grant to the company operating America's sole rare earth mine, MP Materials, to help fund a processing facility at the site of its California mine.
The Biden administration’s work on rare earths and critical minerals was almost entirely consistent with its predecessor’s, just at a greater scale and more focused on energy. About a month after taking office, President Bidenissued an executive order calling for, among other things, a Defense Department report “identifying risks in the supply chain for critical minerals and other identified strategic materials, including rare earth elements.”
Then as part of the Inflation Reduction Act in 2022, the Biden administration increased funding for LPO, which supported a number of critical minerals projects. It also funneled more money into MP Materials — including a $35 million contract from the Department of Defense in 2022 for the California project. In 2024, it awarded the company a competitive tax credit worth $58.5 million to help finance construction of its neodymium-iron-boron magnet factory in Texas. That facilitybegan commercial operation earlier this year.
The finished magnets will be bought by General Motors for its electric vehicles. But even operating at full capacity, it won’t be able to do much to replace China’s production. The MP Metals facility is projected to produce 1,000 tons of the magnets per year.China produced 138,000 tons of NdFeB magnets in 2018.
The Trump administration is not averse to direct financial support for mining and minerals projects, but they seem to want to do it a different way. Secretary of the Interior Doug Burgum has proposed using a sovereign wealth fund to invest in critical mineral mines. There is one big problem with that plan, however: the U.S. doesn’t have one (for the moment, at least).
“LPO can invest in mining projects now,” Jacquez told me. “Cutting 60% of their staff and the experts who work on this is not going to give certainty to the business community if they’re looking to invest in a mine that needs some government backstop.”
And while the fate of the Inflation Reduction Act remains very much in doubt, the subsidies it provided for electric vehicles, solar, and wind, along with domestic content requirements have been a major source of demand for critical minerals mining and refining projects in the United States.
“It’s not something we’re going to solve overnight,” Jacquez said. “But in the midst of a maximalist trade with China, it is something we will have to deal with on an overnight basis, unless and until there’s some kind of de-escalation or agreement.”
A conversation with VDE Americas CEO Brian Grenko.
This week’s Q&A is about hail. Last week, we explained how and why hail storm damage in Texas may have helped galvanize opposition to renewable energy there. So I decided to reach out to Brian Grenko, CEO of renewables engineering advisory firm VDE Americas, to talk about how developers can make sure their projects are not only resistant to hail but also prevent that sort of pushback.
The following conversation has been lightly edited for clarity.
Hiya Brian. So why’d you get into the hail issue?
Obviously solar panels are made with glass that can allow the sunlight to come through. People have to remember that when you install a project, you’re financing it for 35 to 40 years. While the odds of you getting significant hail in California or Arizona are low, it happens a lot throughout the country. And if you think about some of these large projects, they may be in the middle of nowhere, but they are taking hundreds if not thousands of acres of land in some cases. So the chances of them encountering large hail over that lifespan is pretty significant.
We partnered with one of the country’s foremost experts on hail and developed a really interesting technology that can digest radar data and tell folks if they’re developing a project what the [likelihood] will be if there’s significant hail.
Solar panels can withstand one-inch hail – a golfball size – but once you get over two inches, that’s when hail starts breaking solar panels. So it’s important to understand, first and foremost, if you’re developing a project, you need to know the frequency of those events. Once you know that, you need to start thinking about how to design a system to mitigate that risk.
The government agencies that look over land use, how do they handle this particular issue? Are there regulations in place to deal with hail risk?
The regulatory aspects still to consider are about land use. There are authorities with jurisdiction at the federal, state, and local level. Usually, it starts with the local level and with a use permit – a conditional use permit. The developer goes in front of the township or the city or the county, whoever has jurisdiction of wherever the property is going to go. That’s where it gets political.
To answer your question about hail, I don’t know if any of the [authority having jurisdictions] really care about hail. There are folks out there that don’t like solar because it’s an eyesore. I respect that – I don’t agree with that, per se, but I understand and appreciate it. There’s folks with an agenda that just don’t want solar.
So okay, how can developers approach hail risk in a way that makes communities more comfortable?
The bad news is that solar panels use a lot of glass. They take up a lot of land. If you have hail dropping from the sky, that’s a risk.
The good news is that you can design a system to be resilient to that. Even in places like Texas, where you get large hail, preparing can mean the difference between a project that is destroyed and a project that isn’t. We did a case study about a project in the East Texas area called Fighting Jays that had catastrophic damage. We’re very familiar with the area, we work with a lot of clients, and we found three other projects within a five-mile radius that all had minimal damage. That simple decision [to be ready for when storms hit] can make the complete difference.
And more of the week’s big fights around renewable energy.
1. Long Island, New York – We saw the face of the resistance to the war on renewable energy in the Big Apple this week, as protestors rallied in support of offshore wind for a change.
2. Elsewhere on Long Island – The city of Glen Cove is on the verge of being the next New York City-area community with a battery storage ban, discussing this week whether to ban BESS for at least one year amid fire fears.
3. Garrett County, Maryland – Fight readers tell me they’d like to hear a piece of good news for once, so here’s this: A 300-megawatt solar project proposed by REV Solar in rural Maryland appears to be moving forward without a hitch.
4. Stark County, Ohio – The Ohio Public Siting Board rejected Samsung C&T’s Stark Solar project, citing “consistent opposition to the project from each of the local government entities and their impacted constituents.”
5. Ingham County, Michigan – GOP lawmakers in the Michigan State Capitol are advancing legislation to undo the state’s permitting primacy law, which allows developers to evade municipalities that deny projects on unreasonable grounds. It’s unlikely the legislation will become law.
6. Churchill County, Nevada – Commissioners have upheld the special use permit for the Redwood Materials battery storage project we told you about last week.