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Whether that will matter in November is another story.

As President Joe Biden prepares to run for re-election, one fact has eluded much notice: His climate change policies are pretty popular.
In an exclusive Heatmap poll of 1,000 Americans conducted by Benenson Strategy Group late last year, most respondents backed the core ideas behind Biden’s climate policies. They expressed the most support of ideas meant to beef up the country’s manufacturing economy and build more renewable electricity.
Nearly 90% of Americans, for instance, support encouraging domestic manufacturing. They also support using tax incentives to make homes more energy efficient (85%), funding research into carbon dioxide removal (81%), investing in public transit (80%), and implementing policies that address environmental injustices (78%).
That is despite the overwhelming public disappointment in Biden. Biden’s approval rating has fallen to 37%, an all-time low of his presidency, despite his boisterous State of the Union performance. At first glance, Biden’s climate policy might seem to pose a paradox: It’s really popular (at least facially), but nobody has seemed to notice. That may persist through the November election. But it will not be able to last for too long after that.
The least popular policies are those that Biden has pursued only when he has bipartisan support — or that he has not pursued at all. Making it easier to build new fossil fuel pipelines, for instance, is supported by 62% of Americans, less than almost any other policy aimed at increasing the country’s energy supply. A slight majority of Americans support making it easier to build new nuclear power plants.
At first I doubted the veracity of these results — some of Biden’s policies are, after all, putting up autocrat-like ratings. A carbon tax is polling 52 points above water.
But these results largely match other polling. Surveys reliably find that about two-thirds of Americans would support some kind of carbon tax. Last year, for instance, 68%of Americans backed “requiring fossil fuel companies to pay a carbon tax,” according to a Yale poll. These numbers have been remarkably stable over time. As much as 67% of Americans backed a carbon tax in 2019, according to a poll from the University of Chicago and the Associated Press-NORC Center on Public Affairs Research.
If these numbers surprise you, you’re not alone. Most Americans underestimate public support for pro-climate policies. (Or at least, they underestimate what polling finds about Americans’ support for climate policies.)
The rub is that public support descends to more Earthly levels once you start asking about concrete costs. Those who say they support a carbon tax when told it will be imposed on fossil fuel companies, for instance, may change their minds after fossil fuel companies pass that tax along as higher prices. Another University of Chicago poll found that most Americans were okay paying a monthly fee of $1 to fight climate change. When asked if they’d pay $40 a month, support fell to 23%.
One of the more ironic aspects of Biden’s success is how rapidly commentators have forgotten that climate change policy used to be seen as uniquely difficult to legislate in the United States. In 1993, and then again in 2010, the House of Representatives passed bills that would have helped fight climate change. Each time, the Senate blocked the legislation. The Senate also effectively blocked the adoption of the Kyoto Protocol, the first international climate treaty, in the 1990s.
Through the decades, Congress passed energy bills meant to expand the energy supply in an all-of-the-above way and changed the tax code to let people and companies save money by building solar or wind energy. But these policies expired every few years, and they failed to amount to a unified climate strategy.
Other countries with other forms of government — China, the United Kingdom, the European Union member states — didn’t have this problem. (Which doesn’t mean that they’ve been perfect on climate change.) America’s failure to pass climate policy became a singular indictment of its bicameral system.
Why was it so hard to pass climate policy? The short answer is that for years, climate advocates focused on one particular policy — carbon pricing — as a cure-all solution to climate change. And while carbon pricing is backed up by economic theory, environmentalists and economists struggled to generate the kind of durable, veto-proof support that legislation needs to pass in today’s environment.
By design, carbon pricing raises the cost of energy — meaning that opponents can paint it as a measure meant to increase the cost of living. That didn’t work for voters in the persistently sluggish economy of the 2010s, and it split Democrats’ coalition — of college-educated liberals and lower-income workers — in half. (It also struggled to deal with the political mise en scene. Washington’s interest in climate policy has usually peaked during moments of high energy prices, but the past decade’s fracking boom kept a lid on oil and natural gas prices.)
But climate advocates also struggled for years against more political-economic obstacles. As the political scientist Matto Mildenberger documented, climate proposals have historically invited pro-business groups and labor unions to team up and fight a common enemy. Because climate policy targeted entire industries at once — and because these industries were, naturally, especially sensitive to wholesale energy prices — environmentalists had to take on labor and management at the same time.
It didn’t help that many of the industries concerned had a special claim to Democrats’ sensibilities. Until recently, many of the sectors most affected by climate policy were unionized at a higher rate than the average. Even today, more than 20% of utility workers belong to a union, for example, as compared to 6% of workers in the private sector. These rates were even higher in the recent past. About 16% of automaking workers are represented by unions today, but union membership stood at 60% within living memory. Even in 2010, about one in 10 American workers in the mining, quarrying, and fossil-fuel extraction industries were represented by a union, which was also above the national rate at the time.
Democrats dealt with these problems by abandoning most broad-scale attempts to tax fossil fuels. During the Trump administration, progressives chose to focus instead on using industrial policy and regulations to rein in carbon-intensive sectors — instead of raising the cost of fossil fuels, perhaps a climate law could lower the cost of clean alternatives. And instead of raising energy prices — thereby annoying voters and discouraging high-profile industries — perhaps policy could lower them. Hence the Inflation Reduction Act.
This approach succeeded! And yet many of the IRA’s policies have struggled to attract public attention. Even though the IRA is Biden’s signature legislative achievement — comparable to President Barack Obama’s Affordable Care Act — Biden has largely avoided the specific backlash that greeted that law. Obamacare was about 10 points underwater in 2010, even as Obama himself was about as popular as he was unpopular. Biden, by contrast, is incredibly disliked — he is now 17 points underwater, a nadir for his presidency — yet the IRA’s core ideas remain well-liked.
That is politically inconvenient for Biden and it raises difficult long-term questions for progressives. Biden and Democrats have seemingly given voters what they want — and it’s not clear that the voters care.
But for the would-be Grover Cleveland to Biden's Benjamin Harrison, it might be more of a problem. If elected, Trump has promised to repeal parts of the Inflation Reduction Act. His rhetoric on climate change hasn’t really changed since the 2016 election, when he argued that it was “job-killing.” Meanwhile, he hates electric vehicles, claiming that “they don’t go far, they cost too much, and they’re all going to be made in China.”
Yet it’s the electric vehicles made in America that are going to get him. If Trump repeals the IRA’s subsidies, then domestic manufacturing will suffer. The EV industry has created roughly 70,000 jobs over the past three years, and many of those roles are in electorally decisive states, including Georgia and Michigan. Trump has promised to act as a “Day One dictator,” but even then, he will still be at least partly constrained by the desires and interests of the local and state-level Republicans who support him — and they will need those jobs and investment to continue.
Of course, there’s no guarantee that these policies will produce political support. In Texas, an explosion of renewable construction has led not to surging public support for clean energy, but to a state-led “war” on wind and solar. (That said, renewables don’t generate local jobs and economic activity in the same long-term way that factories do.) Yet these policies don’t ever have to be popular to be durable — in part because voters won’t organize around them until they’re threatened. Biden’s climate policies — no matter how popular — will probably never win him reelection. But they could very well protect his legacy long after he’s gone.
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The offshore wind developer was in the process of completing necessary repairs when the administration issued its stop work order, according to court filings.
In the Atlantic ocean south of Massachusetts, 10 wind turbine towers, each 500 feet tall, stand stripped of their rotary blades. Stuck in this bald state due to the Trump administration’s halt on offshore wind construction, the towers are susceptible to lightning strikes and water damage. This makes them a potential threat to public safety, according to previously unreported court filings from the project developer, Vineyard Wind.
The company filed for an injunction against Trump’s stop work order last week. The order posed a unique threat to Vineyard Wind, as the project is 95% complete and its contract with a key construction boat is set to expire on March 31, the filing said. “If construction is not completed by that date, the partially completed wind turbines will be left in an unsafe condition and Vineyard Wind will incur a series of financial consequences that it likely could not survive,” the company wrote.
One of the final tasks the company was working on was replacing faulty blades on nearly two dozen turbine towers. In July 2024, one of the installed blades snapped in two, sending fiberglass and other debris crashing into the sea and eventually onto the beaches of Nantucket. The incident revealed a manufacturing defect at the Canadian factory where the blades were made. After multiple investigations into the incident, the company reached an agreement with the Bureau of Ocean Energy Management and the Bureau of Safety and Environmental Enforcement to replace the defective equipment with blades produced at a different factory in France.
Trump’s construction freeze contained an exception for activities “necessary to respond to emergency situations and/or to prevent impacts to health, safety, and the environment.” So after the order came down on December 22, Vineyard Wind reached out to the relevant regulators and asked permission to continue its blade replacement process on safety grounds, the company explained in court filings. BSEE responded that the company could remove the faulty blades on the 10 remaining towers, but could not replace them.
The decision highlights an apparent double standard in the administration’s considerations of public safety. The stop work order itself was intended to “protect the American people,” according to Secretary of the Interior Doug Burgum. Yet the agency has refused to let construction move forward to mitigate risks created by the stoppage.
Testimony submitted by Steven Simkins, Vineyard Wind’s Wind turbine team lead, describes the dangers of leaving the towers bladeless for an extended period of time — a risk compounded by the ticking clock on the company’s construction boat contract. “The wind turbine was designed to be constructed completely and only be in a hammerhead state, without blades, for a brief amount of time during installation,” Simkins wrote.
He warned of three main liabilities. First, the towers are equipped with a lightning protection system, but the system’s receptors and conductors extend along the blades. Without the blades, the towers are essentially lightning rods, at risk of igniting an electrical fire, Simkins explained.
The three giant holes where the blades would be installed are also sitting open, with tarps covering them as temporary protection. That means that water, ice, and humidity could get into the nacelle, the top part of the tower that houses all of the electrical and mechanical systems, which are not designed to weather this kind of exposure. “Not only will this lead to prolonged offshore work replacing damaged equipment but it also puts the safety of the workers at risk,” Simkins wrote. “Electrical cabinets that have experienced some level of corrosion become less safe and increase the risk of an arc flash event.”
Lastly, the 500-foot towers are being roiled by winter wind and waves, which causes them to sway. The blades are designed to capture that wind, reducing its force on the towers. Without them, the “fatigue” on the towers will be exacerbated, “and the design has accounted for a limited amount of such fatigue over the total life of the structure.”
Court documents show that Vineyard Wind — the last of five affected companies to file for an injunction against Trump’s stop work order — held off on litigation as it made multiple attempts to convince the administration that completing blade installation was necessary to mitigate safety risks.
Vineyard Wind also sent BSEE verification of its safety claims by DNV Energy Systems, a Danish company it was required to retain to “ensure that the Project is installed in accordance with accepted engineering practices and, when necessary, to provide reports to BSEE regarding incidents affecting Critical Safety Systems.” But BSEE disagreed and denied Vineyard Wind’s request.
The Trump administration filed a response in the case on Tuesday, with BSEE’s Principal Deputy Director Kenneth Stevens testifying that the bureau’s technical personnel had “determined that there should be no structural issues associated with the tower and nacelle-only configuration if they were installed correctly.” He noted that the towers had been “routinely left in this configuration repeatedly” while the project was under construction over the past year and a half “with no reported adverse impacts to safety.”
Vineyard Wind did not respond to a request for comment on that assertion. A hearing in the case is scheduled for Friday. Three separate district judges have already granted injunctions to offshore projects affected by the stop work order: Revolution Wind, Empire Wind, and Dominion Energy’s Coastal Virginia offshore wind project. Each judge found that the companies were “likely” to succeed in showing that the stop work order violated the Administrative Procedures Act, and allowing them to continue construction.
Jael Holzman contributed reporting.
One of the buzziest climate tech companies in our Insiders Survey is pushing past the “missing middle.”
One of the buzziest climate tech companies of the past year is proving that a mature, hitherto moribund technology — conventional geothermal — still has untapped potential. After a breakthrough year of major discoveries, Zanskar has raised a $115 million Series C round to propel what’s set to be an investment-heavy 2026, as the startup plans to break ground on multiple geothermal power plants in the Western U.S.
“With this funding, we have a six power plant execution plan ahead of us in the next three, four years,” Diego D’Sola, Zanskar’s head of finance, told me. This, he estimates, will generate over $100 million of revenue by the end of the decade, and “unlock a multi-gigawatt pipeline behind that.”
The size of the round puts a number to climate world’s enthusiasm for Zanskar. In Heatmap’s Insider’s Survey, experts identified Zanskar as one of the most promising climate tech startups in operation today.
Zanskar relies on its suite of artificial intelligence tools to locate previously overlooked conventional geothermal resources — that is, naturally occurring reservoirs of hot water and steam. Trained on a combination of exclusive subsurface datasets, modern satellite and remote sensing imagery, and fresh inputs from Zanksar’s own field team, the company’s AI models can pinpoint the most promising sites for exploration and even guide exactly what angle and direction to drill a well from.
Early last year, Zanskar announced that it had successfully revitalized an underperforming geothermal power plant in New Mexico by drilling a new pumped well nearby, which has since become the most productive well of this type in the U.S. That was followed by the identification of a large geothermal resource in northern Nevada, where exploratory wells had been drilled for decades but no development had ever occurred. Just last month, the company revealed a major discovery in western Nevada — a so-called “blind” geothermal system with no visible surface activity such as geysers or hot springs, and no history of exploratory drilling.
“This is a site nobody had ever had on the radar, no prior exploration,” Carl Hoiland, Zanskar’s CEO, told me of this latest discovery, dubbed “Big Blind.” He described it as a tipping point for the industry, which had investors saying, “Okay, this is starting to look more like a trend than just an anomaly.”
Spring Lane Capital led Zanskar’s latest round, which also included Obvious Ventures, Union Square Ventures, and Lowercarbon Capital, among others. Spring Lane aims to fill the oft-bemoaned “missing middle” of climate finance — the stage at which a startup has matured beyond early-stage venture backing but is still considered too risky for more traditional infrastructure investors.
Zanskar now finds itself squarely in that position, needing to finance not just the drills, turbines, and generators for its geothermal plants, but also the requisite permitting and grid interconnection costs. D’Sola told me that he expects the company to close its first project financing this quarter, explaining that its ambitious plans require “north of $600 million in total capital expenditures, the vast majority of which will come from non-dilutive sources or project level financing.”
Unsurprisingly, the company anticipates that data centers will be some of its first customers, with hyperscalers likely working through utilities to secure the clean energy attributes of Zanskar’s grid-connected power. And while the West Coast isn’t the primary locus of today’s data center buildout, Hoiland thinks Zanskar’s clean, firm, low-cost power will help draw the industry toward geothermally rich states such as Utah and Nevada, where it’s focused.
“We see a scenario where the western U.S. is going to have some of the cheapest carbon-free energy, maybe anywhere in the world, but certainly in the United States.” Hoiland told me.
Just how cheap are we talking? Using the levelized cost of energy — which averages the lifetime cost of building and operating a power plant per unit of electricity generated — Zanskar plans to deliver electricity under $45 per megawatt-hour by the end of this decade. For context, the Biden administration set that same cost target for next-generation geothermal systems such as those being pursued by startups like Fervo Energy and Eavor — but projected it wouldn’t be reached 2035.
At this price point, conventional geothermal would be cheaper than natural gas, too. The LCOE for a new combined-cycle natural gas plant in the U.S. typically ranges from $48 to $107 per megawatt-hour.
That opens up a world of possibilities, Hoiland said, with the startup’s’s most optimistic estimates showing that conventional geothermal could potentially supply all future increases in electricity demand. “But really what we’re trying to meet is that firm, carbon-free baseload requirement, which by some estimates needs to be 10% to 30% of the total mix,” Hoiland said. “We have high confidence the resource can meet all of that.”
On New Jersey’s rate freeze, ‘global water bankruptcy,’ and Japan’s nuclear restarts
Current conditions: A major winter storm stretching across a dozen states, from Texas to Delaware, and could hit by midweek • The edge of the Sahara Desert in North Africa is experiencing sandstorms kicked up by colder air heading southward • The Philippines is bracing for a tropical cyclone heading toward northern Luzon.
Mikie Sherrill wasted no time in fulfilling the key pledge that animated her campaign for governor of New Jersey. At her inauguration Tuesday, the Democrat signed a series of executive orders aimed at constraining electricity bills and expanding energy production in the state. One order authorized state utility regulators to freeze rate hikes. Another directed the New Jersey Board of Public Utilities “to open solicitations for new solar and storage power generation, to modernize gas and nuclear generation so we can lower utility costs over the long term.” Now, as Heatmap’s Matthew Zeitlin put it, “all that’s left is the follow-through,” which could prove “trickier than it sounds” due to “strict deadlines to claim tax credits for renewable energy development looming.”
Last month, the environmental news site Public Domain broke a big story: Karen Budd-Falen, the No. 3 official at the Department of the Interior, has extensive financial ties to the controversial Thacker Pass lithium mine in northern Nevada that the Trump administration is pushing to fast track. Now The New York Times is reporting that House Democrats are urging the Interior Department’s inspector general to open an investigation into the multimillion-dollar relationship Budd-Falen’s husband has with the mine’s developer. Frank Falen, her husband, sold water from a family ranch in northern Nevada to the subsidiary of Lithium Americas for $3.5 million in 2019, but the bulk of the money from the sale depended on permit approval for the project. Budd-Falen did not reveal the financial arrangement on any of her four financial disclosures submitted to the federal government when she worked for the Interior Department during President Donald Trump’s first term from 2018 to 2021.
House Republicans, meanwhile, are planning to vote this week to undo Biden-era restrictions on mining near more than a million acres of Minnesota wilderness. “Mining is huge in Minnesota. And all mining helps the school trust fund in Minnesota as well. So it benefits all schools in the state,” Representative Pete Stauber, a Minnesota Republican and the chair of the Natural Resources Subcommittee on Energy and Mineral Resources, said of the rule-killing bill he sponsored. While the vote is expected to draw blowback from environmentalists, E&E News noted that it could also agitate proceduralists who oppose the GOP’s continued “use of the rule-busting Congressional Review Act for actions that have not been traditionally seen as rules.” Still, the move is likely to fuel the dealmaking boom for critical minerals. As Heatmap’s Katie Brigham wrote in September, “everybody wants to invest” in startups promising to mine and refine the metals over which China has a near monopoly.
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A new United Nations report declares that the world has entered an era of “global water bankruptcy,” putting billions of people at risk. In an interview with The Guardian, Kaveh Madani, the report’s lead author, said that while not every basin and country is directly at risk, trade and migration are set to face calamity from water shortages. Upward of 75% of people live in countries classified as water insecure or critically water insecure, and 2 billion people live on land that is sinking as groundwater aquifers collapse. “This report tells an uncomfortable truth: Many critical water systems are already bankrupt,” Madani said. “It’s extremely urgent [because] no one knows exactly when the whole system would collapse.”

The Democratic Republic of the Congo has given the U.S. government a vetted list of mining and processing projects open to American investment. The shortlist, which Mining.com said was delivered to U.S. officials last week, includes manganese, gold, and cassiterite licenses; a copper-cobalt project and a germanium-processing venture; four gold permits; a lithium license; and mines producing cobalt, gold, and tungsten. The potential deals are an outgrowth of the peace agreement Trump brokered between the DRC and Rwanda-backed rebels, and could offer Washington a foothold in a mineral-rich country whose resources China has long dominated. But establishing an American presence in an unstable African country is a risky investment. As I reported for Heatmap back in October, the Denver-based Energy Fuels’ $2 billion mining project in Madagascar was suddenly thrown into chaos when the island nation’s protests resulted in a coup, though the company has said recently it’s still moving forward.
The Tokyo Electric Power Company is delaying the restart of the Kashiwazaki Kariwa nuclear power station in western Japan after an alarm malfunction. The alarm system for the control rods that keep the fission reaction in check failed to sound during a test operation on Tuesday, Tepco said. The world’s largest nuclear plant had been scheduled to restart one of its seven reactors on Tuesday. Fuel loading for the reactor, known as Unit 6, was completed in June. It’s unclear when the restart will now take place.
The delay marks a setback for Prime Minister Sanae Takaichi, who has made restarting the reactors idled after the 2011 Fukushima disaster and expanding the nuclear industry a top priority, as I told you in October. But as I wrote last month in an exclusive about Japan’s would-be national small modular reactor champion, the country has a number of potential avenues to regain its nuclear prowess beyond just reviving its existing fleet.
As a fourth-generation New Yorker, I’m qualified to say something controversial: I love, and often even prefer, Montreal-style bagels. They’re smaller, more efficient, and don’t deliver the same carbohydrate bomb to my gut. Now the best-known Montreal-style bagel place in the five boroughs has found a way to use the energy needed to make their hand-rolled, wood-fired bagels more efficiently, too. Black Seed Bagels’ catering kitchen in northern Brooklyn is now part of a battery pilot program run by David Energy, a New York-based retail energy provider. The startup supplied suitcase-sized batteries for free last August, allowing Black Seed to disconnect from ConEdison’s grid during hours when electricity rates are particularly high. “We’re in the game of nickels and dimes,” Noah Bernamoff, Black Seed’s co-owner, told Canary Media. “So we’re always happy to save the money.” Wise words.