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Your guide to the important races from Alaska to Arizona and everywhere in between.

In 2015, just one state had a goal of reaching 100% clean energy; today, over half the American population lives in states that do. That progress is thanks in large part to voters, who’ve prioritized electing candidates that support renewable energy, electric vehicles, climate justice, and other green policies.
And who’s making those policies? The people at the bottom of the ticket — candidates for the kind of local and state-level offices that do most of the nitty-gritty climate policymaking in this country. Here is a representative, albeit far from exhaustive, list of eight I’ll be keeping my eye on this year.
Who’s running: There are 10 candidates in Anchorage’s nonpartisan mayoral election, but the ones you need to know are Republican incumbent Mayor David Bronson; Democratic Party-endorsed Suzanne LaFrance, who helped pass the city’s Climate Action Plan while in the State Assembly; former state legislator and Democratic Party-endorsed Chris Tuck; and the Republican Party-endorsed former president and CEO of the Anchorage Economic Development Corporation Bill Popp.
State of the race: Bronson led with 35% of the vote in polls a month out from election day on April 2, but that wouldn’t put him over the 45% hump he needs to win without a runoff. LaFrance holds around 25% of the potential vote, and experts say she’d likely beat Bronson if it goes to a runoff.
Why it matters: Southcentral Alaska, home to half the state’s population, gets most of its energy from wells owned by Hilcorp in Cook Inlet. Hilcorp, however, has warned that it won’t commit to signing new contracts, which begin to expire next year, due to natural gas shortages. Mayors in the region, including Anchorage’s Bronson, recently formed a coalition to address the looming energy crisis, with solutions ranging from importing liquified natural gas from out of state, abroad, or Alaska’s North Slope 800 miles away; to new drilling (Bronson’s proposal); to finding an “alternative” source of energy (LaFrance’s stance). Whatever way you cut it, though, the next mayor of Anchorage is likely to have an outsized role in determining the state’s energy future, with organizations like The Alaska Center, which advocates for renewable energy, and Lead Locally, which champions climate leaders, rallying behind LaFrance.
Who’s running: Democratic Representative Ruben Gallego and “MAGA darling” Kari Lake are fighting for outgoing Independent Senator Kyrsten Sinema’s seat.
State of the race: It’s a true toss-up, although early polls show Gallego with the edge.
Why it matters: Sinema’s replacement could determine which party controls the Senate once the dust settles on November 5. In one corner is Lake, who has blamed heat-related deaths in the state on meth and, while “not opposed to some of the green energy,” has said she’d block renewable mandates. Gallego, by contrast, is endorsed by the League of Conservation Voters Action Fund in part for having paid special attention to public lands and waters and clean energy jobs while in Congress. He also co-sponsored the CHIPS and Science Act.
What it is: The Salt River Project is the biggest public power company in the country by generation, serving the Phoenix metropolitan area. Its board and council are chosen through a confusing and dubiously democratic “acreage-based voting system” on the first Tuesday in April in even-numbered years.
State of the race: A coalition of 14 clean energy candidates is attempting to flip the SRP board and council to make it more solar-friendly. However, only half of SRP’s customers are eligible to cast a vote — renters, for example, are not allowed — and less than 1% of those who are eligible actually do.
Why it matters: Currently, less than 4% of SRP’s energy comes from solar, compared to almost 10% for other local utilities. Incumbents on the council and board — some of whom have had SRP seats in their families for more than a century — have voted to keep using coal and penalized rooftop solar, with six-time elected official Stephen Williams telling the local NBC affiliate that the “sun doesn’t shine at night” — which, while true, does not typically prohibit solar energy from being generated during the daytime. In addition to pushing for more solar, the Clean Energy candidates also want to protect the local watershed, an issue likely to become increasingly critical in the heat-baked state.
What it is: A vote on whether or not to overturn Senate Bill 1137, which prohibits new oil and gas wells from being built within a half-mile of homes, schools, nursing homes, jails, and hospitals, and requires additional safety measures like leak detection.
State of the race: Big-money campaigns have killed progressive bills in California before, and the oil industry is poised to dump a lot more money into defeating the regulations. The campaign to overturn Senate Bill 1137 has already spent $20 million, while California’s Democratic Governor Gavin Newsom and Jane Fonda have rallied to support the bill.
Why it matters: The California referendum is set to be one of a handful of cases of voters deciding directly on legislation related to oil, gas, and emissions this November. Oil interests are already tailoring their arguments to sway California’s liberal constituency, arguing that the law’s limits are arbitrary and that it will be worse for the environment in the long run by forcing the state to import oil from places with less stringent regulations. Proponents of the bill, however, say it is a cut-and-dry case of environmental justice, given that many of the more than 2 million Californians who live within a mile of an oil or gas well in the state are people of color. That hasn’t stopped oil interests from undertaking some confusing shenanigans, even as some experts say gas interests just want the referendum to cause a delay “until they figure out what they’re going to do next.”
Who’s running: Former Democratic State Senator Curtis Hertel Jr., who is endorsed by the LCV, is running against former Republican State Senator Tom Barrett.
State of the race: The Cook Political Report has called Michigan’s 7th district, representing Lansing and the surrounding area, “the most competitive open seat in the country.”
Why it matters: “Climate won the Michigan midterms,” the Sierra Club wrote in 2022 after voters elected a “pro-environment majority” to the state legislature. Having control of both chambers allowed Democratic Governor Gretchen Whitmer to make speedy and impressive progress on the energy transition locally, while at the national level, Democrats took seven of the state’s 13 House seats. The advantages are slim, though, and going into November, Congressional Democrats face threats in MI-03, MI-08, and most notably, MI-07, which Democratic Congresswoman Elissa Slotkin has vacated to run for Senate. Notably, Democrats need to win five more House districts nationally to regain control of the chamber, which means every close district race is essential. It’s important locally, too; the race for Slotkin’s open seat is among the most competitive in the country, and green groups have hit Barrett for his poor environmental voting record and opposition to clean energy jobs.
Who’s running: Incumbent Democrat Jon Tester will face the winner of the Republican primary — likely former Montana Secretary of State and Public Service Commission Chair Brad Johnson, a Libertarian, or ex-Navy SEAL and entrepreneur Tim Sheehy, who was endorsed by Trump as an “American hero.”
State of the race: It’ll be a nail-biter. Tester “will likely have to convince one out of every six Trump voters to cross over for him” on a split ballot in November, RealClearPolitics notes. Still, polls show the Democrat with an early edge in potential Republican match-ups.
Why it matters: Unlike Arizona, which has turned purple in the last two elections, Montana is still a solidly conservative state, which Trump won by more than 16 points in 2020. At the same time, Montana is becoming a “must-watch climate battleground,” balanced between its cheap and ample supply of coal and its deep-rooted pride in its natural landscape. But while Tester’s environmental record isn’t perfect, the opposition looks much worse: Johnson has scaremongered about the reliability of renewable energy and EVs stressing the grid, while Sheehy quietly deleted references to sustainability and climate change from the website for his aerial firefighting company, seemingly to boost his credibility with MAGA voters.
Who’s running: North Carolina’s Democratic Attorney General Josh Stein will face the state’s Republican Lieutenant Governor, Mark K. Robinson.
State of the race: Either a toss-up or a slight lean Democratic, depending on who you ask. Early polls show Stein and Robinson neck and neck.
Why it matters: When I spoke to LCV’s senior vice president of campaigns, Pete Maysmith, he cited the North Carolina race as one of the advocacy group’s top 2024 priorities. Term-limited outgoing Democratic Governor Roy Cooper had long been an ally of green policymakers, setting strong EV goals for the state and making a (thwarted) push for offshore wind. Stein has vowed to keep up his predecessor’s work. Robinson, on the other hand, is one of the most flagrant deniers of climate change on any 2024 ballot: He’s called climate research “junk science” and misleadingly alleged there are “more polar bears on Earth now than ever.” Electing Stein wouldn’t just keep a climate denier out of office; with Cooper’s seat, Republicans could seize a trifecta in the state if, as expected, they keep control of the House and Senate. With no remaining opposition, they could start rolling back more of Cooper’s work.
Who’s running: There are currently 13 candidates in the nonpartisan primary for outgoing Governor Jay Inslee’s seat, but leading the polls are Attorney General Bob Ferguson, a Democrat endorsed by Inslee; moderate Democratic State Senator Mark Mullet; former moderate Republican Representative Dave Reichert; and former Richland school board member Semi Bird, the first Black Republican to run for governor in the state.
State of the race: Likely Democrat; the state last elected a Republican governor in 1985. Still, a November poll that pitted Ferguson against Reichert showed the Republican with a 2-point lead over his opponent.
Why it matters: Inslee’s apparent departure from politics will leave a gaping hole not just in the state’s climate leadership but also in the nation’s — as governor, Inslee made Washington an example for other states with its aggressive clean energy goals, phase-out of new gas-powered cars and trucks, heat pump requirement for new buildings, and local Climate Corps. That progressive trajectory is under threat from Republicans, who’ve successfully gathered signatures for potential initiatives that would chip away at “radical” policies like the state’s cap-and-invest program — a repeal of which both Reichert and Bird support. But Washington’s governor race could be consequential even if a Democrat wins. While Ferguson has called “climate change” a top priority and under Inslee opposed building a methane gas pipeline through the state, Mullet has taken a somewhat more moderate stance, expressing concerns about gas “affordability” for families.
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The number of data centers canceled after pushback set a record in the first quarter of the year, new data from Heatmap Pro shows.
Data centers are getting larger and larger. But even so, few are as large as the Sentinel Grove Technology Park, a proposed data center near Port St. Lucie, Florida.
The proposed facility — which became known as Project Jarvis — was set to be built on old agricultural land. It would use up to 1 gigawatt of electricity, enough to power a mid-size city, and bring in up to $13.5 billion in investment to the county.
The project was immediately controversial. But its developers anticipated issues: They would build their own self-contained, self-provided water facilities to service the project, and they agreed to set its 60-foot buildings back far enough from the road so that they couldn’t be seen by drivers.
It wasn’t enough. The project lost a key vote in the planning board in October. And in February, Project Jarvis’s developers withdrew their land use application entirely after Governor Ron DeSantis proposed AI regulation in the statehouse.
The facility was the largest data center project canceled after facing opposition in the first quarter of 2026. But it wasn’t the only one.
At least 20 proposed data center projects were canceled after local pushback during the first three months of 2026, smashing a record set only in the previous quarter, according to a review of press accounts, public records, and project announcements conducted by Heatmap Pro.
These canceled projects accounted for more than $41.7 billion in investment and represented at least 3.5 gigawatts of electricity demand.
The cancellations reveal the rapidly expanding backlash to data center construction has not yet peaked. From Georgia to Pennsylvania, locals have rebelled against newly proposed data centers, even when the planned facilities are not planning to run artificial intelligence models.

If anything, fights over data centers are surging now. Heatmap Pro’s researchers added roughly 100 new data center fights to their database during the first three months of the past year, a new record.
These fights are succeeding in terminating projects. Last year, roughly 25 data center projects were canceled nationwide after facing some type of local opposition, according to Heatmap Pro data. The country is likely to break that record in 2026 over the next few weeks, our data suggests — only five months into the year.
At least $85 billion in data center projects have been canceled over the past three years, according to Heatmap Pro data.

These numbers haven’t been previously reported. Over the past year, researchers at our intelligence platform Heatmap Pro have conducted a comprehensive national survey of local opposition to data center construction. They have regularly called every U.S. county to tally data center cancellations and any new rules limiting data center construction.
This data is normally available to companies and individuals who subscribe to Heatmap Pro, but we periodically publish a high-level summary of this data. We last released our results in January.
Current conditions: The East Coast’s Acela corridor is cooling down this week, with temperatures dropping from 85 degrees Fahrenheit in Philadelphia yesterday to the 60s for the rest of the week • Cape Agulhas is under one of South Africa’s Orange Level 6 warnings for damaging winds and dangerous waves • Floods and landslides in Brazil’s northern state of Pernambuco have left six dead and thousands displaced.
The Securities and Exchange Commission has advanced a measure to formally end Biden-era climate disclosure rules for publicly-traded companies. The regulator sent the proposal to the White House’s Office of Management and Budget for review on May 4, according to a post on a government website first spotted by Bloomberg. The Wall Street watchdog’s 2024 disclosure rule mandated that publicly traded companies report on the material risks climate change poses to their business models, including the financial impact of extreme weather. Some large companies would have been required to disclose Scope 1 emissions, which are produced by the firm’s own operations, and Scope 2 emissions, which are produced by companies with which the firm does off-site business such as electricity. The rule had already been watered down before its finalization to remove Scope 3 emissions, which come from suppliers up and down the value chain and from customers who use a product such as oil.
In an even bigger move, the SEC also proposed scrapping mandatory quarterly reporting for U.S.-listed companies, instead switching to a twice-yearly filing. The idea, which President Donald Trump first floated years ago as a way of getting companies to focus on longer-term goals, “would provide companies with increased regulatory flexibility,” SEC chair Paul Atkins told the Financial Times. “Public companies have an obligation under the federal securities laws to provide information that is material to investors. Yet, the rigidity of the SEC’s rules has prevented companies and their investors from determining for themselves the interim reporting frequency that best serves their business needs and investors.” While cast as part of a larger deregulatory push, the move could actually be a boon to climate action. Supporters of decarbonization have long lamented how quarterly reporting norms disincentivized costly bets that take longer than three months to pan out.
If you have ever body surfed in the ocean — or observed how docks and peers weather over time — it’s easy to intuit why harnessing renewable energy from waves is so tricky. Among experts who often list wave energy along with tidal power as two sources of underdeveloped but potentially promising renewable energy, the latter has long been considered the more commercially viable, with turbines harnessing tidal flows already in operation in France and elsewhere. Wave energy, by contrast, has been perceived as a riskier frontier in the energy industry.
That didn’t stop wave-energy startup Panthalassa from raising $140 million in a Series B round led by Silicon Valley billionaire Peter Thiel this week as the company looks to develop floating data centers that can operate in open ocean. The financing will fund the completion of the company’s pilot manufacturing facility near Portland, Oregon, and speed up deployment of its Ocean-3 series of facilities that “will perform AI inference computing at sea” with power generated from ocean waves.
“There are three sources of energy on the planet with tens of terawatts of new capacity potential: solar, nuclear, and the open ocean,” Panthalassa CEO and co-founder Garth Sheldon-Coulson said in a statement. “We’ve built a technology platform that operates in the planet’s most energy-dense wave regions, far from shore, and turns that resource into reliable clean power. We’re now ready to build factories, deploy fleets, and provide a sustainable new source of energy for humanity.” The deal, per the Financial Times, values the company at about $1 billion. “The future demands more compute than we can imagine,” Thiel said in a press release. “Extra-terrestrial solutions are no longer science fiction. Panthalassa has opened the ocean frontier.”
The company has some competition. Earlier this year, the San Francisco-based Aikido Technologies launched a new line of floating platforms for deep-water offshore wind turbines that include data centers built into the ballasts.
Allow me to give you a glimpse into the anxious mind of a young father: Sometimes, I distract myself from my fear over what global weather patterns might look like by the time my one-year-old daughter is my age with my more urgent terror over what particulate matter is entering her perfect little lungs and what microplastics sneak into even her home-cooked meals. Well, worry not! Turns out the two aren’t mutually exclusive. In theory, I knew this was always the case, since the rise of plastic pollution is at least somewhat spurred on by oil and gas companies making big money off the feedstocks for the cheap, single-use plastics that break down into dangerous tiny particles in our environment. But new research shows that microplastics in the atmosphere are actually magnifying the effects of climate change. In a new paper published in the journal Nature Climate Change, scientists in China and the U.S. outlined how tiny, colored plastic bits absorb sunlight as the wind blows them around the world, trapping heat and adding to temperature rise. “The plastic problem is not just in our blue oceans, it is also in the invisible skies above us,” Hongbo Fu, a co-author of the study and an atmospheric scientist at Fudan University in Shanghai, said at a press conference, per Bloomberg. “Climate models need to be updated.”
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Like wave and tidal power, geothermal was once a sleepy corner of the clean energy world. But next-generation startups that promised to use new drilling techniques to harness geothermal energy in more places than ever thought possible are radically upending an industry that saw its largest power station — the Geysers in California — built in the 1960s and hitherto hadn’t aimed higher. Until a few years ago, next-generation geothermal drilling was esoteric even among energy nerds. But things change quickly in the modern energy business. Fervo Energy, the first major next-generation startup to prove that fracking technology could be used to revolutionize geothermal power, is now eyeing a $6.5 billion valuation. That’s according to a document the company filed with the SEC this week as it prepares to raise more than $1.3 billion in an initial public offering of its stock.
Fervo sees a big market. As Heatmap’s Matthew Zeitlin wrote last month when the company first filed to go public, Fervo told investors its reviewed leases represent over 40 gigawatts of energy. That’s equal to about 15% of all installed solar capacity in the U.S.

The United Arab Emirates already ranks as the world’s seventh-largest producer of crude, and could ascend as the country’s exit from the Organization of the Petroleum Exporting Countries frees Abu Dhabi to pump for oil. The UAE’s debut atomic power plant — the four-reactor, Korean-built Barakah station in Abu Dhabi — set a new standard for nuclear construction in a Western-aligned nation and vaulted the federation of monarchies to the forefront of global discussions about fission. Now the UAE is making a big move on solar. Abu Dhabi’s state-owned renewables developer Masdar has signed a deal with Emirates Water and Electricity Company to deploy more than 30 gigawatts of solar capacity and 8 gigawatts of batteries. “As the driving force behind the UAE’s energy transition, EWEC is at the forefront of a global shift towards sustainable, utility-scale power and water production,” Ahmed Ali Alshamsi, the utility chief in charge of the Emirates Water and Electricity Company, told PV Tech. “This CFA with Masdar is a pivotal strategic tool that empowers us to accelerate this transformation and meet 60% of Abu Dhabi’s total energy demand from renewable and clean sources by 2035.”
Norway led the world in electric vehicle adoption. It’s now at the forefront of autonomous vehicle adoption. Europe’s first self-driving bus without a supervisor onboard is set to be rolled out in the southwestern city of Stavanger following a recent regulatory change. While the bus still requires preparation by a human before operating, the project has been underway since 2022 and represents Europe’s most advanced public deployment of the technology.
Rob talks with the billionaire investor and philanthropist about how energy, Chinese EVs, and why he’s “very optimistic” that Congress will pass permitting reform this year.
If you work around climate or clean energy, you probably know about John Arnold. Although he began his career as a natural gas trader, Arnold has since become one of the country’s most important clean energy investors. He’s the chairman of Grid United, a transmission development firm undertaking some of the country’s most ambitious power line projects, and he is an investor in the advanced geothermal startup Fervo. He and his wife Laura run the philanthropic organization Arnold Ventures.
On this week’s episode of Shift Key, Rob talks with Arnold about the current energy chaos and what might come next. They discuss Arnold’s first trip to China, whether Congress might pass permitting reform this year, and what clean energy companies should learn from the fossil fuel industry.
Shift Key is hosted by Robinson Meyer, the founding executive editor of Heatmap News.
Subscribe to “Shift Key” and find this episode on Apple Podcasts, Spotify, Amazon, or wherever you get your podcasts.
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Here is an excerpt from our conversation:
Robinson Meyer: What needs to change or what needs to happen between now and, say, the end of the year for [a permitting deal] to actually get done?
John Arnold: So I think on an election year, it's very unusual for any big piece of bipartisan legislation to get passed, really, the whole year. And so what we're really looking at is most likely is that it would get passed after the election in the lame duck period. And so you start working backwards from there and really need to have language that's agreed upon in the next 45 days. It's hard to work over the summer. Congress scatters. Everybody scatters. Then you come back. There's a little bit of work time in September, and then everybody's focused on the elections. So the bill needs to get written today. And then again, in the next 45 days, and there's a lot of work happening behind the scenes. So again, sometimes it's hard to know exactly where it is, but everybody's saying the right things. There's been fits and stops to date, particularly when the administration hit the pause on offshore wind. They've made some changes. They brought Senator Whitehouse back to the negotiating table, for instance. So again, everything I think is looking good, but getting anything passed in D.C. these days might be a long shot.
You can also find a complete transcript of the episode on Heatmap.
This episode of Shift Key is sponsored by Salesforce.
Salesforce is the No. 1 AI CRM, where humans with agents drive success together. We invest in bold climate technologies and leverage agentic AI to accelerate nature-based solutions that benefit people and the planet. Learn more. You can also learn more about Salesforce's investments in watersheds here.
Music for Shift Key is by Adam Kromelow.