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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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A natural gas well in Kansas is not the same as an offshore wind farm in Maine.
It happened again. The Trump administration has struck a deal with an offshore wind developer to cancel another round of projects. My colleague Emily Pontecorvo has the full story: The Chicago-based company Invenergy has accepted $765 million to give up four offshore wind leases off the coast of New York, California, and Maine.
These deals might be legally suspect — Democratic state attorneys general sued to block them a few weeks ago — but the administration says more are coming. “The Department of Justice looks forward to continued cooperation from companies that are reevaluating their energy investments,” the official press release about today’s deal intones. I have to applaud the federal lawyer who chose the phrase “continued cooperation” here; it is suitably menacing while implying that developers who give in to the racket are somehow complicit.
If you read Heatmap, you knew a deal like this might be coming. As Emily writes, she predicted that Trump would target Invenergy for a deal back in April. Eyes now turn to the German developer RWE, which is sitting on two more leases and hasn’t yet taken a bargain.
Most observers have seen these deals as a front in the president’s war on wind power. And, of course, they are. But they should also be viewed as part of Trump’s peculiar attack on the economy of coastal states.
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By Heatmap’s tally, the Trump administration has now terminated the leases for more than 14 gigawatts of planned offshore wind capacity, or roughly enough to power at least 6 million to 7 million homes. More than half of those gigawatts were initially planned to go to New York and New Jersey’s strained power markets (and on from there to New England and the Mid-Atlantic).
Another 3.4 gigawatts were planned for Maine’s power grid. Maine already suffers from some of the highest power bills in the country, according to Heatmap and MIT’s Electricity Price Hub; its rates have risen more than 10% in the past year.
California was slated to get another 4 gigawatts, and the Carolinas were due the last remaining gigawatt.
What’s funny — or perhaps fishy, given the maritime setting — is that administration officials seem to realize that they shouldn’t be taking so much electricity generation off the map. Today’s Invenergy deal includes a new quasi-quid pro quo arrangement: In exchange for giving up its offshore wind leases, Invenergy agreed to develop natural gas or geothermal power plants in Indiana, Wisconsin, Iowa, Kansas, and Missouri. (Previous deals countenanced only fossil fuel development, so I suppose this counts as a “win.”)
But of course, as Hilary Bright, who leads the pro-wind group Turn Forward, argued this afternoon, that doesn’t work. “These buyouts are not one-for-one ‘swaps’ for another kind of energy,” she said in a statement. These wind farms were meant to bring new generation capacity online in some of the country’s most stressed power markets. It doesn’t work to cancel them, then build new power plants in the middle of the country. New York is particularly power-constrained at the moment and faces a risk of summertime blackouts as soon as the end of this decade. Invenergy’s wind leases in the tristate area — or, as FIFA would call it, New York/New Jersey — were closer to operation than any of its other projects.
If and when blackouts arrive in Gotham, will New Yorkers look back and remember this moment? Or — somewhat more importantly to Trump — will voters in Maine and North Carolina, both of which have elections this November that will help determine the balance of the Senate. Whatever happens, we’ll be watching it here at Heatmap.
The deal with developer Invenergy includes a commitment to build geothermal generation in addition to natural gas.
In the third deal of its kind, Trump’s Interior Department has agreed to pay the energy developer Invenergy $765 million to cancel its four offshore wind leases, an amount equal to what Invenergy originally paid the federal government for them.
Like the preceding deals, the administration structured the refund as a legal settlement with Invenergy. That means the government will pay the company out of the Judgment Fund, a reserve of taxpayer dollars overseen by the Department of Justice and the Treasury Department that’s set aside to settle litigation that’s either ongoing or imminent.
The Invenergy agreement follows a similar $928 million arrangement with TotalEnergies announced in March, and an $885 million agreement with several joint ventures in April. That brings the total amount the Trump administration has agreed to pay to cancel offshore wind leases to more than $2.5 billion to date. The agency has not yet posted the settlement publicly, but the previous agreements were predicated on hypothetical lawsuits that the offshore wind developers would have filed if the Trump administration had paused activity on their leases, which it threatened to do based on national security concerns.
The key difference in the Invenergy agreement is in the quid pro quo. The other settlements specified that the companies would only be eligible for payment after investing an equal amount into U.S. oil and gas projects. In exchange for walking away from its offshore wind leases, Invenergy promised not only to develop natural gas-fired power plants, but also geothermal power generation projects — which are emissions-free.
Invenergy is a diversified power developer that builds solar, storage, wind, and natural gas generation. The company currently has more than 30 gigawatts of solar in its development pipeline and 10 gigawatts of natural gas. It has not yet built a geothermal power plant, but it has leased 139,000 acres of federal land to explore geothermal development. It’s also a member of the Mountain West Geothermal Consortium, a group of states, investors, and companies working together to scale the technology.
Invenergy holds one offshore wind lease off the coast of New York and New Jersey that it purchased in 2022 for $645 million, where it was developing its Leading Light project before work stalled last November. It also has a lease off the coast of California that it acquired for $112 million, also in 2022, and two in the Gulf of Maine, for which it paid about $9 million in 2024.
In a blog post published Wednesday, Invenergy said the deal with the Trump administration would “bring more megawatts to the grid and advance projects that can move forward today,” implying that the projects the company will build instead of offshore wind will come online faster.
The problem with Trump’s quid pro quos across all of these deals is that there’s no guarantee the companies wouldn’t have invested the same amount of money into the same projects regardless of whether they were reimbursed for their offshore wind leases. In the case of Total, the settlement is explicit that projects the company had already committed to invest in prior to the deal qualify.
After the administration announced the second round of offshore wind lease buyouts in April, making it clear the strategy was not a one-off settlement with Total but a new strategy to squash the industry, I named Invenergy as one of two developers that could be next. The other one that seems positioned to reach a similar deal is RWE, a German energy company with plans to develop 15 natural gas plants in the U.S. RWE paid $1.1 billion in 2022 to purchase a lease off the coast of New York and New Jersey for a project called Community Offshore — the most any company has paid to date for U.S. offshore wind development rights. It also bought a lease in the Pacific for $121 million, and another in the Gulf of Mexico for about $4 million.
In a press release, the Interior Department signaled its intention to broker more such agreements. “The Department of Justice looks forward to continued cooperation from companies that are reevaluating their energy investments,” it said.
Legal experts I’ve spoken with are skeptical that any of these settlement agreements comply with federal law. The government’s leasing statutes generally do not allow companies to walk away from their agreement and receive a refund.
Earlier this month, a group of seven attorneys general from Northeast states challenged Trump’s deal with TotalEnergies in court. They alleged that there was no actual disagreement between the parties that would legitimize use of the Judgement Fund. They also argued that under the Outer Continental Shelf Lands Act, the statute governing offshore wind, the Interior Department was required to hold a hearing to investigate whether continued activity on the lease would cause serious harm to the environment or national security before cancelling it.
The Trump administration has lost every lawsuit thrown its way so far challenging its actions on offshore wind. Last week, it quietly gave up its own appeal of a federal court’s December decision vacating Trump’s Day One Executive Order to halt wind energy approvals. The Invenergy deal suggests that this was less a sign of surrender in Trump’s wind war than part of a pivot to other strategies.
Editor’s note: This story has been updated to include the press release from the Department of the Interior.
That may be not be the case for long, though, as the AI company poaches energy talent from Google, Meta, the DOE, and others.
To the extent that any $965 billion artificial intelligence company built on pirated model training material can be “good-coded,” Anthropic has somehow managed to earn that reputation, at least relative to its peers. It’s somewhat surprising, then, that the company has been silent on climate change.
Until today. Sort of.
Frontier Climate, a corporate initiative to drive advances in carbon removal, announced a $915 million advance market commitment growth fund on Wednesday, naming Anthropic as one of the participating buyers.
Frontier supports projects that are capable of sucking large amounts of carbon out of the atmosphere, a solution scientists say is a critical supplement to reducing emissions in order to curb climate change. With the new fund, Frontier is shifting its focus from supporting early innovation to taking bigger swings on fewer, larger projects. Anthropic, alongside Google, Stripe, Shopify, and others, has committed to co-sign offtake agreements to buy the resulting carbon removal.
The news throws into relief Anthropic’s nearly complete absence from the clean energy development picture. The company’s primary contribution to climate change is its energy consumption, which is driving up coal and natural gas-fired power generation. According to data shared with Heatmap by the market intelligence company Cleanview, the average carbon intensity of Anthropic’s data centers is among the highest of its competitors, second only to xAI. Yet unlike many of peers, the company has not announced a single clean power purchase agreement to date.
Anthropic’s reputation as the ethical AI company traces back to its origin story, which begins with a guy leaving OpenAI to build a company more committed to AI safety. That guy, Anthropic CEO Dario Amodei, speaks and writes openly about the risks to humanity posed by powerful AI. Anthropic has also donated millions to support the development of AI regulations and prohibited the use of its models for mass surveillance or autonomous weapons, putting it at odds with the Trump administration. The company has focused on text-based products, in part to avoid the risk of users creating child sexual abuse material.
To date, however, the company has not publicized any sustainability strategy, nor has it published an annual sustainability report. It has not made any public commitments to use clean energy or reduce emissions. It is not a member of the Corporate Energy Buyers Association, a trade group representing companies that buy emissions-free energy. The only mention of any of the above themes in the company’s “Transparency Hub” is a note that many of its customers use Claude, Anthropic’s AI model, to “increase public health, education, environmental sustainability, and societal benefits.”
To be fair, it’s not that Anthropic has never discussed clean power. In a July 2025 report titled “Building AI in America,” the company made recommendations for ensuring the U.S. can support a competitive AI industry. It advocated for an “all of the above” approach to power generation to meet AI demand in the near term, which would “maximize opportunities for AI to catalyze emerging energy technologies, such as next-generation geothermal and advanced nuclear” down the line. It endorsed permitting reform to speed up transmission development and called for increased domestic production of electrical grid equipment.
In a section on the use of federal lands, the report also made a subtle dig at the Trump administration’s discriminatory policies against wind and solar. It noted that “solar, batteries, and geothermal may prove the most economically efficient choices before advanced nuclear power comes online,” and that “limiting developers’ opportunities to procure some power sources but not others” could make American AI “less competitive in a period of global competition.”
From one perspective, it makes sense that Anthropic hasn’t gone out of its way to procure clean power. To date, the company has mostly leased data center capacity from other providers that do have clean power commitments, including Amazon and Google. That will soon be the case no longer, however, as it is planning to both build its own data centers and rent capacity from xAI’s Colossus data centers, which rely heavily on power from on-site natural gas turbines. Colossus is currently the subject of a lawsuit filed by the NAACP over its air pollution.
Anthropic also doesn’t need to own and operate its own data centers to assume responsibility on climate change. Jane Flegal, a senior fellow at the think tank the Searchlight Institute, argued in a recent paper that companies should forget trying to minimize their individual carbon footprints and just make the most high-leverage investments they can, whether that’s helping to finance a geothermal power plant or a transmission line or a new transformer for the grid.
Anthropic did not respond to my inquiry for this story, but there’s some evidence to suggest that the company may be starting to take on climate and clean energy beyond the Frontier deal.
In March and April, Anthropic made three new hires to lead its energy strategy who all have a background in clean power. Ariel Horowitz is the company’s new data center energy lead. She previously spent five years at the Massachusetts Clean Energy Center before becoming the deputy director of grid modernization at the federal Department of Energy during the Biden administration. Sana Ouiji, who spent six years at Google working on data center clean energy strategy, is one of Anthropic’s new energy leads. Another new energy lead, Andrew Rudersdorf, came from roles sourcing energy for Meta’s data centers, including renewables.
The company is also currently hiring for a director of infrastructure and energy accounting, and looking for someone with “experience accounting for energy contracts — Power Purchase Agreements, Virtual PPAs, Renewable Energy Credits, or similar commodity arrangements,” according to the job listing.
Anthropic also appears to be preparing for mandatory emissions reporting rules that large companies will soon be subject to in California and the European Union. In April, the company hired Chris Power, who previously worked in sustainability reporting for Amazon and Salesforce, as its new head of non-financial reporting and strategy, according to LinkedIn. In a post announcing his new job, Power said part of his role would be building out the company’s sustainability reporting capabilities.
While funding carbon removal through Frontier is a major step forward for Anthropic on climate, the company is sure to face criticism over its order of operations. Scientists largely agree that carbon removal is an important solution for down the line, but only if the world also dramatically reduces the amount of carbon it emits in the first place — not least because doing so is less expensive and less resource-intensive than removing emissions in the future.
My colleague Robinson Meyer had Hannah Bebbington Valori, the head of Frontier, on his podcast Shift Key this morning, and asked her whether Anthropic is an example of the common concern that the potential to remove carbon from the atmosphere in the future could be used to delay cutting emissions today.
Bebbington Valori didn’t comment on Anthropic specifically. But she did say that most of the companies buying carbon removal with Frontier and otherwise do have broader climate programs. She also noted that buying carbon removal from Frontier is not a “get out jail free card,” since it costs hundreds of dollars per carbon credit, and that in general the world is spending a lot more money on decarbonization than carbon removal.
“And then, you know, the other way to answer this question,” she added, “is we should hold folks’ feet to the fire on this. People who buy carbon removal, people who don’t buy carbon removal, should be thinking about decarbonizing their emissions.”