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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 two economic booms resemble each other somewhat. But data centers have a far more dire PR problem.
This is an edition of Heatmap Daily, an evening review of the day’s news written by our executive editor. Sign up for it here.
In Pennsylvania, the governor required data center developers to comply with new restrictions. Texas began its mandatory audit for grid-connected data centers. And Nebraska limited tax incentives for data centers and started a new task force.
In Wisconsin’s governor race, candidates began posturing over who will treat data centers the toughest; in Michigan’s Senate race, the GOP candidate Mike Rogers called for a statewide moratorium on them. A Politico analysis found that of the more than 100 campaign ads mentioning data centers this election, none have put the technology in a positive light.
It makes sense, then, that when Heatmap published its most recent polling on data centers — finding that 75% of Americans oppose their local development — it seemed to blow up. But there’s one aspect of that polling that I want to discuss here, because I think it has been underacknowledged.
It’s this: According to our polling, data centers are about as unpopular in urban areas as rural areas. They’re slightly less unpopular in the suburbs.
The differences in disapproval, to be clear, aren’t enormous. Local data center development is 63 points underwater in rural areas and 60 points underwater in urban areas. That’s close enough to our poll’s 2.3% margin of error that it may just be noise. Even in the suburbs, data center development is 58 points underwater — a small distinction.
But it represents a big shift from the political geography of recent decades, where cities and rural areas have tended to disagree profoundly over policy. Since the 2000 election or so, cities have elected Democrats, rural areas have picked Republicans, and then the parties have fought over the suburbs.
Data centers, however, appear to unite these two partisan bases against some of the country’s largest companies — and some of our political systems’ odder ducks. Heatmap’s polling earlier this year found that AI YIMBYs tend to be urban, largely Trump-voting men who are optimistic about technology. And in March, the Republican pollster Echelon Insights found that some of data centers’ biggest fans were MAGA Republicans with graduate degrees living in cities.
These results help explain why Republicans have suddenly turned on a dime against data centers: Their base has rejected it. As a political reporter friend put it to me, after looking at our data, you don’t want to be on the wrong side of a trend that’s uniting college-educated and non-college-educated Americans.
In trying to understand this transition, I’ve tried to think about other technologies that have undergone similar investment booms in recent American history. One oft-made comparison is fracking, which expanded quickly across the country in the 2010s. Many commentators — myself included — have suggested that data centers may follow fracking’s example, where blue states ban a new type of economic activity and red states welcome it. The red (and sometimes purple) states then get to reap much of the resulting economic growth — and the tax receipts — while everyone has to deal with the emissions. The revelation that data centers are driving a new natural gas boom only deepens the link.
But there’s one big problem with that analogy: Fracking was never this unpopular. While fracking has rarely commanded a large majority of support among the mass public, its popular nadir came in spring 2020, when 60% of Americans told Pew that they opposed an expansion of fracking. (Its popularity began to recover after President Biden took office — a classic case of thermostatic public opinion.)
In every poll that we could find at Heatmap, too, expanding fracking always commanded a majority of Republican support. Throughout the 2010s and 2020s, rank-and-file Republicans have wanted to “drill, baby, drill.” But they don’t seem to want to “compute, baby, compute.” And that means — among other things — energy and climate analysts like me need to find another analogy.
Temperatures are high, but electricity drama is low.
The Texas summer isn’t over — highs today are forecasted to be at or above 100 degrees Fahrenheit in much of the state — but so far the state’s grid has held up.
In the past month or so, Texas’ grid has hit a number of generation records, according to data collected by Grid Status. Those include its highest load ever (91,308 megawatts on July 22), its highest level of renewables generation (53,000 megawatts on August 13), maximum wind output (29,000 megawatts on June 29) and, most notably, its maximum battery discharge (some 13,256 megawatts earlier this week, on August 23, at 7:45 p.m.).
And all the while, the grid has been stable, which is by no means guaranteed in Texas.
The state’s grid operator, ERCOT, has not issued a single “conservation appeal” so far this summer, asking Texans to voluntarily reduce electricity consumption to support the grid. By contrast, in 2023, the grid manager issued six between August 24 and August 30.
Those conservation appeals were almost always given for the late afternoon and early evening, when demand typically peaks thanks to demand from workers returning home and cranking up their air conditioning. That’s also when the grid has to ramp up dispatchable resources quickly to compensate for solar falling off the grid as the sun sets.
“We’re really seeing peak demand divorced from peak prices,” Joshua Rhodes, research scientist at the University of Texas, told me. This means that when demand is at its highest on a summer day — say around 4 p.m. this past Monday, when load was over 90 gigawatts — real-time prices were about $46 per megawatt-hour, according to Grid Status. At that time, natural gas made up about 42% of the grid and solar 36%. Compare that to the same time in 2023, when real-time prices were $85 per megawatt-hour during peak usage times and wind and solar combined made up around 20% of the grid.
As Abby Lestina, principal market analyst at Grid Status, put it to me, “The lack of pricing action would lead to the conclusion that the grid is more stable.”
Another positive side effect of that stability is that batteries on the system can still charge even when demand is at its highest, and then discharge in the evening to help make up for lost solar. “Even when we were setting peak demand records, we’re still on net charging batteries, which at first blush feels so wrong,” Rhodes told me. “We have so much solar on the system that we’re charging batteries when prices are low, getting ready to discharge as the sun goes down before the wind picks back up.”
Let’s take Monday as an example again: At 7:50 p.m., when solar was down to just 1.5% of the mix on the grid, batteries were discharging 11,573 megawatts and real-time prices were around $125 per-megawatt-hour. On the same Monday of 2023, real-time prices at 7:50 p.m. were bouncing up and down from just below the statutory peak of $5,000 per megawatt hour and batteries were putting out just over a gigawatt.
“Because we have so much battery capacity online, it hasn’t been all that exciting,” Olivier Beaufils, head of US central at Aurora Energy Advisors, told me, referring to the hand-off from solar to batteries. “The price action, it’s like 150 bucks, not thousands, and that’s really because of this battery capacity.”
Texas is also aided by friendly geography — there are extensive solar projects in the western part of the state, while the load is largely in the Texas Triangle in the eastern part of the state, giving solar panels an extra hour or so to serve high demand later in the day.
Average electricity bills in Texas, an energy-hungry state, sat at $252 a month in July, according to Heatmap and MIT’s Electricity Price Hub, up just 2.3% in the past year, while rates are virtually unchanged at 16 cents per kilowatt-hour.
Along with California’s CAISO, ERCOT dominates battery deployment in the United States. According to the energy consulting firm GridLab, “ERCOT alone has deployed nearly 10 times more storage than PJM, MISO, SPP, and the Southeast combined.”
If anything, Texas’ solar and grid battery industries have been a victim of their own success. In Texas, where battery projects are brought online by investors seeking profits in the energy markets, generators make money by selling when prices are high. The same lower prices that show batteries are making the grid more stable are also revenues that battery operators are no longer getting.
“We’ve added so much battery capacity that they’ve cannibalized, they’ve eaten their own lunch,” Beaufils told me. “The situation’s a bit difficult for those operators.” California’s battery storage sector, by contrast, originated with a state mandate for utilities, jumpstarting the industry by force.
Of course, these types of cycles are nothing new to the energy business, especially in Texas.
“ERCOT’s characterized by these boom-bust cycles, and so the market’s never perfectly going to be in a supply-demand equilibrium,” Kevin Lee, head of advisory services for the central U.S. at Aurora Energy Research, told me. “Sometimes you have a little bit less capacity than you need, sometimes a little bit more. But generally, whenever you have a little bit less, the price signals go up, and then that’s driving more investment.”
While Texas still leads the country in battery additions so far this year, other states besides California are beginning to catch up, including Arizona. Thankfully, there’s still more sun yet to store.
Voltpost announced two new models today designed to mount on walls and ceilings.
Voltpost, the company putting electric vehicle chargers on lampposts, is now expanding to parking garages.
On Wednesday, the company unveiled two new configurations that can attach to the walls and ceilings of parking garages, lots, and other locations without easy access to streetlights or utility poles. Like Voltpost’s signature pole-mounted design, the ceiling- and wall-mounted options avoid the expensive construction work required by freestanding charging infrastructure. In theory at least, that should allow the company to deploy more chargers faster.
“Our mission has always been to decarbonize mobility by democratizing charging access,” Jeff Prosserman, Voltpost’s co-founder and CEO, told me. “And the real value proposition is that, when you can leverage the existing infrastructure, you can significantly reduce the cost, the timeline, and the physical footprint of chargers.”
The second Trump administration hasn’t made things easy. Almost immediately after taking office, Trump officials began slashing Biden-era programs designed to support the EV charging buildout, including the National Electric Vehicle Infrastructure and Charging and Fueling Infrastructure programs. Along with a handful of environmental groups, 17 states sued in May of last year to force the federal government to release NEVI funding and quickly received a preliminary injunction unfreezing the program. A similar group sued in December over the CFI funding, and though that case is still pending, Prosserman told me he expects to see a positive resolution before the end of the year.
Though the death of the EV tax credit has shrunk its addressable market, Voltpost has emerged relatively unscathed. “Honestly, that doesn’t really impact us at all,” Prosserman told Heatmap’s Katie Brigham last year. “At the end of the day, EV adoption will either increase X or Y percent in a given year, but it’s going to continue to increase year over year. We’re past the tipping point, going from early adopters into the mainstream.”
That said, he also told Katie that the company was taking a “more conservative approach” to growth as climate tech investment dried up. Voltpost itself also received several federal grants that are still in limbo. Instead, the company focused on its strategic partnerships with the likes of AT&T and Zipcar, and in July signed an agreement with InCharge Energy to handle installation and maintenance. To date, Voltpost’s funders include RWE Energy Transition Investments, a private equity vehicle within German energy giant RWE, alongside Twynam Funds Management, Exelon Foundation, Good News Ventures, and Climate Capital.
Like its lamppost chargers, Voltpost’s wall- and ceiling-mount kits work with Tesla and non-Tesla vehicles alike, and come with demand management software that responds to electricity time-of-use price signals to enable cheaper charging where and when possible. As for the cost of the kits and how many the company plans to install initially, Prosserman wouldn’t say.
Since deploying its first lamppost chargers in New York in 2024, Voltpost has expanded into California, Massachusetts, and Washington, D.C., among other states. It has more than 100 deployments in the pipeline through the end of this year, and is aiming for 10,000 by 2030. The point, Prosserman told me, is not to stand out in these communities, but rather to fit in.
“It’s not going to be just about greenfield project development if we’re going to decarbonize a planet across all aspects,” Prosserman said. “We’re really looking at building something that’s integrated, that fits in the fabric of the built environment and communities.”