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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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Current conditions: August 2026 has tied with July 2023 as the hottest month the world has ever recorded • The Pacific’s hurricane churn continues as Tropical Storm Norbert strengthens off the coast of Baja California • Temperatures are nearing 90 degrees Fahrenheit in Samarkand, Uzbekistan, where Bukharian Jews are just now — as we hit publish on this newsletter — ringing in Rosh Hashanah, the Jewish new year, at the grand 135-year-old Gumbaz Synagogue.

The chief benchmark for crude oil produced in the United States surpassed $100 per barrel Thursday as Iran-backed Houthi rebels seized control of a key port in the Red Sea, intensifying Tehran’s effort to loosen Washington’s grip on the region’s key shipping lanes. West Texas Intermediate closed at just below $104 per barrel, while Europe’s Brent crude soared more than 6% to about $108. Murban crude out of the United Arab Emirates hiked 5% to nearly $123. The surge came as the Iran War heats up, with The Wall Street Journal breaking news that Tehran is once again manufacturing ballistic missiles to make good on its promise to retake at least partial control of another key waterway, the Strait of Hormuz. On Thursday morning, the Houthis ousted Yemeni government forces from the port city of Mokha, giving the militant army a better position from which to attack ships passing through the Red Sea. By evening, satellite images began circulating of smoke billowing from the East-West Pipeline that spans Saudi Arabia, which serves as the kingdom’s primary means of routing oil around the conflict zone at the Strait of Hormuz. If U.S. crude prices remain lower than the other global benchmarks, it’s because America is on track for record production this year, according to a new analysis by the U.S. Energy Information Administration. But that has done little to prevent diesel from hitting $6 per gallon for the first time in U.S. history, at what my colleague Matthew Zeitlin called “the worst time.”
Oddly enough, this may be the first perfect time for the Trump administration to cut an oil deal that can shore up the Strategic Petroleum Reserve. Back in March, the U.S. agreed to release 172 million barrels to ease soaring oil prices after the war began. Some 39 million barrels have not yet been delivered. If the Department of Energy sells the barrels through an emergency drawdown instead of a trade, as it did with previous releases, and simultaneously agrees to buy back oil at the lower prices the futures market is trading at now, the Trump administration can bring in an even bigger profit. That profit can in turn go to the $230 million backlog of physical repairs needed on the actual infrastructure that stores the U.S. crude reserve. That’s the proposal pitched in a new policy memo out yesterday from the think tank Employ America. “There’s a real opportunity where, if we’re going to have releases, you can yield this profit in dollar terms that could actually pay for a lot of upgrades that the asset needs,” Arnab Datta, Employ America’s managing director of policy implementation, told me by phone last night. “This could be enough to permanently build the SPR to be fully equipped for the country for the coming decades.”
The South Korean government is weighing a $120 billion investment in the U.S. that will include building eight nuclear reactors as part of a trade pact set to be unveiled later this month. At least for the first four units, Korea JoongAng Daily reported, the Koreans would build two and the U.S. would finance the others. The exact technology is up for debate. Citing unnamed government sources in Seoul, the newspaper said South Korea wants to build a pair of APR1400s, the Korean reactor that U.S. developer Westinghouse accused of ripping off its AP1000 design. As a result of a settlement between Westinghouse and South Korea’s state nuclear company, the Koreans can’t build more APR1400s in key markets such as Europe or North America. But Seoul appears to believe there could be an exception for a domestic project in the U.S. The two U.S.-backed units, as my colleague Robinson Meyer’s reporting from earlier this year suggests, would likely be AP1000s.
China, meanwhile, just unveiled the new version of its AP1000 rival, the Hualong One. At an industry conference in Shenzhen this week, the state-owned China General Nuclear revealed an upgraded reactor that Beijing explicitly plans to start shopping around for exports, marking one of the clearest signals yet that the People’s Republic is getting into selling atomic power plants overseas. So far, China has only exported its nuclear technology to Pakistan, leaving Russia to dominate the market. “The upgraded reactor design not only cements China’s self-reliance in cutting-edge nuclear engineering, but also dramatically elevates the commercial appeal of Chinese nuclear solutions in international tenders,” Lin Boqiang, head of the China Institute for Studies in Energy Policy at Xiamen University, told the state-controlled China Daily. “By driving down full lifecycle capital and maintenance costs while raising safety standards, it positions China as an increasingly indispensable partner in the global clean energy transition.”
You may recall from yesterday’s newsletter that Google has inked a first-of-a-kind deal with the Finnish utility Fortum to buy up to half the power produced at a major nuclear station, helping to finance its life extension through 2050. While power purchase agreements are common in the U.S., this type of corporate deal is new for Europe. Not everyone is pleased. The agreement is part of a broader $15 billion investment the tech giant is making into data center infrastructure in the Nordic nation. “A national permitting system for new data center investments would be needed. At the moment, no one is really looking after the overall picture,” Centre Party leader Antti Kaikkonen, whose centrist party is the second-largest opposition group in parliament in Helsinki, told Reuters.
In France, meanwhile, the national utility EDF has found “no major technical obstacles” to extending the operating lives of 32 reactors beyond 60 years, according to the European energy publication Montel.
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Brazil is rich in oil and pumping record volumes of the stuff. Wind and solar are expanding rapidly. And even the country’s tiny nuclear sector is eyeing an expansion as part of a bigger push into mining. But hydroelectricity is the backbone of the Brazilian grid. Unlike the U.S., where hydro faces drought and permitting problems, Brazil’s sector is expanding and China wants a piece of the action. Spic Brasil, a subsidiary of China’s State Power Investment Corporation, signed a $272 million deal Thursday to expand the São Simão Dam in north São Paulo state, Reuters reported. The upgrade will add 310 megawatts of power to the plant by 2030.
Six months after closing a $140 million Series B, Heron Power has unveiled a $60 million credit line backed by J.P Morgan and TriplePoint Capital. The startup founded by former Tesla executive Drew Baglino is focused on next-generation transformers and other grid equipment. The company is now adding Zach Kirkhorn, Tesla’s former chief financial officer, to its board of directors. “A strong balance sheet and bench of advisors is key as we move from engineering to scale,” Baglino said in a press release. In June, as I told you at the time, Heron made a manufacturing deal with the South Korean giant LG Energy Solution.
The most abundant element in the universe is becoming an increasingly abundant clean fuel. The global capacity for clean hydrogen production has so far grown to 1.7 million metric tons per year in 2026, and is on track to more than double next year as new projects come online. That’s according to the Hydrogen Council, the world’s largest trade group for the fuel. But Hydrogen Insight noted that demand by 2030 “remains uncertain.”
A new study suggests skeptical voters don’t respond to such urgent language — while climate-concerned voters find it depressing.
This is an edition of Heatmap Daily, a digest from our executive editor that comes out every weekday. Subscribe to this newsletter here.
We have a fascinating new project to share with you today. It gets to the heart of the question: Is there anything that can make Americans care about climate change right now?
Starting last year, Heatmap commissioned Embold Research to study what U.S. voters currently think about climate change — what messages are connecting with Americans today and which ones are falling flat.
It’s out now. I wasn’t directly involved in this research — other members of our team led it — but I think the results are interesting, useful, and worth your attention. (Embold Research is a frequent research partner of ours, too: They conduct our data center polling.)
The report divvied the electorate into three buckets — registered voters who are already persuaded about climate change, those who are persuadable, and skeptics who are less likely to be convinced — and examines what they believe about politics, energy, and the environment.
In the study’s first phase, for instance, we asked more than 3,200 Americans to rank 11 different issues in their relative importance. Just over 50% of Americans think climate change is “very” or “extremely important” — and while that may sound encouraging, it actually means that climate change ranked last among the 11 issues we tested.
“The environment” ranks much higher among the three cohorts, with 70% of Americans considering it at least “very” important. The economy, jobs, inflation, and the cost of living dominate voter concerns.
What’s interesting, though, is that these questions of issue importance reverse among the group of “persuaded” Americans. This group believes climate change to be among the most dire problems facing the United States. They’re concerned about the economy too, to be clear — but they also rank healthcare costs, the environment, and threats to democracy more highly than other groups. (Perhaps unsurprisingly, this group identifies overwhelmingly as Democrats.)
My colleague Jeva Lange has more on another finding from the research: why voters don’t believe politicians when they say clean energy is the cheapest form of energy available. You should read her story — but before we go, I want to highlight one more finding from the study.
In the study’s second phase, Embold Research called back 15 of the respondents from the first poll and held in-depth interviews with them about their beliefs on climate, politics, and what messages they responded well to (and which ones turned them off). Then it surveyed a new sample of more than 2,100 Americans, using lessons from the interviews to inform their questions.
One lesson from those phases: Calling climate change a “crisis” or “catastrophe” fell flat among voters — but for different reasons among each cohort.
For voters who are already persuaded about climate change’s dangers, the framing is demotivating. Those people are already worried about climate change, and so hearing that more informed advocates are worried about a climate “crisis” or “catastrophe” just makes them more numb and depressed.
Skeptics, meanwhile, think the language is meant to manipulate them. And for voters who could be persuaded about climate change, talk of a “crisis” conflicts with their observation of gradual change and punctuated equilibrium.
That message sits at odds with how Democratic politicians and issue advocates talked about climate change in the first few years of this decade, obviously. And it points to another interesting finding: Even when American voters are skeptical of climate change as an issue area, they still generally care about the environment.
This new report is the first in a series of Heatmap reports on how American voters view climate, clean energy, and sustainability issues. If you'd like to receive our latest updates, downloadable reports, and invitations for special briefings, please fill out this form.
New polling by Heatmap and Embold Research shows where one of climate advocates’ favorite arguments for renewables is falling short.
It’s the million-dollar question of clean energy advocacy: How do you persuade climate change skeptics to love renewables?
For years, the clean energy industry has treated the fact that renewables are the cheapest form of new electricity as its messaging trump card. This argument has the advantage of being true. Yes, there is nuance, room for debate, and always the possibility that things could change dramatically in the future. But this summer, the investment bank Lazard reconfirmed what the Lawrence Berkeley National Laboratory and the International Renewable Energy Agency — and plenty of other independent analyses — had found before it: that wind and solar energy are, on the whole, cheaper than fossil fuels.
And yet according to new polling and focus group conversations conducted by Heatmap News and Embold Research, the affordability argument barely moves the needle for the segment of the American public that most needs convincing. More than two-thirds (78%) of voters who are “doubtful” or “dismissive” of climate change — a population segment described by the Yale Program on Climate Communications and that we have labeled as “skeptics” — told us they believe that advocates for wind and solar energy exaggerate how cheap the sources have become (a mere 17% disagreed).
Even for those in the middle who are “persuadable” on climate change (as opposed to the “persuadeds,” who describe themselves as “alarmed” about it), an affordability argument doesn’t land cleanly — 62% believed the claims are exaggerated compared to 24%. In fact, a majority of all voters — 55% — told us that wind and solar are only cost-competitive with oil and gas because of subsidies, even as 75% acknowledge that oil and gas companies get government help lowering costs, too.
Inflation Reduction Act postmortems have a tendency to hand-wring about the Biden administration and its proxies’ lack of success pitching the affordability angle to the American public. Our polling backed up some of this. The pervasive conviction seems to be that the economic upsides of renewable energy aren’t real: 57% of all voters (and 78% of the subset of climate change skeptics) said clean energy advocates exaggerate how cheap wind and solar have become.
But as clean energy advocates look ahead to what to try the next time, our polling offers a cautionary note: The messenger, not just the message, needs a tweak. Independent scientists and researchers were the only group trusted by a majority of voters (63%), and even then, skeptics remained difficult to break through with, as less than a third putting their trust in any messenger at all.
If there’s a bright spot in our polling, it’s that attacks on clean energy have also apparently failed to gain traction. When we asked voters in a separate poll what they think is driving their bills higher, clean energy was among the least identified factors. Just 31% of voters blamed the renewable energy industry, compared with 58% who picked out new data center construction, 55% for the oil and gas industry, 52% for the aging electrical grid, and 48% for rising electricity demand. Our polling appears to describe, then, an electorate that doesn’t blame clean energy for raising electricity bills, but also doesn’t buy the messaging that it could help bring them down.
Breaking through with skeptics and persuadables is obviously the key for turning public opinion in favor of clean energy. In pursuit of that goal, Embold conducted interviews with voters to better understand where the potential openings might be for clean energy messaging to break through — and to identify the kind of language that might hamper that goal. But even after synthesizing the findings and crafting a political message designed to appeal to skeptics’ concerns — one that highlighted the falling cost of renewable electricity alongside arguments about energy security and job creation — a mere 7% of skeptics found it “extremely believable.” “Without my tax dollars, [renewables are] too expensive,” one Trump voter told us. “It will all be in a landfill in 20 years!” (Note that “skeptics” isn’t a political designation, although 89% of them told us they voted for President Trump in the last election.)
Heatmap’s polling offered a more pessimistic view of the electorate compared to comparable polling by other groups, which have found that messages about bringing down electricity bills via increasing clean energy resonate across the broad political spectrum. “We obviously do a fair amount of phone polling, and we’ve been surprised how positive people have been on clean energy and how much they see it as a central part of the solution to the energy affordability crisis that everybody is feeling,” Jesse Lee, a senior advisor at the advocacy and communications organization Climate Power, told me. (Climate Power’s poll notably looks at the whole electorate — skeptics, persuadables, and persuadeds alike — rather than segmenting their findings for more specific messaging purposes.) “But,” he agreed, “certainly there are holdouts.”
Just 20% of the skeptics Embold surveyed, for instance, told us that seeing a comparison of what families saved on their electricity bills after installing rooftop solar would improve their opinion of the technology’s affordability — and 54% said nothing could convince them that solar was affordable. A full 75% of skeptics also agreed with the statement that clean energy technologies such as rooftop solar, electric heat pumps, and electric vehicles have a high enough upfront cost that the savings over time wouldn’t be “worth it.” When asked about utility-scale generation, skeptics viewed nuclear, coal, and natural gas as the least expensive options, with wind being the most expensive, followed by solar.
I asked Lee at Climate Power if he thinks it’s worth trying to reach these entrenched climate skeptics, who make up 22% of the electorate according to our polling. “To the extent that there are limited resources, that’s probably not where you spend all your time,” he said. “You shoot for people that are at least a little bit open to it — but who might be the neighbors of [the skeptics],” he said.
“If that neighbor gets solar panels on their roof, and suddenly they’re walking around the neighborhood telling people their electricity bill was $0 last month, that’s going to have a lot more effect on a person who’s entrenched than hearing a political message from a political group,” Lee went on.
Among people who said they don’t have or can’t afford solar, just 28% told us that “seeing data showing how much money families save on their electricity bills” with solar would help convince them on its affordability. That beat out tax credits (24%), lower upfront costs (23%), financing options (19%) — and yes, “hearing about a neighbor or friend who saved money after getting solar,” which only 12% of people said might change their minds. And though only 20% of skeptics said being shown bill data would change their opinion, bill data was also the only messaging approach that ranked at or near the top of all groups alike.
Unsurprisingly, the “persuadables” group turned out to be more responsive on the question of whether clean energy is affordable. More than a quarter (27%) were receptive to bill savings data, and 60% said they trusted scientists as messengers. But crafting that message is still an uphill battle with the demographic: When Embold tailored a statement intended to move the group, fewer than three in 10 actually found it convincing.
Winning on messaging about clean energy affordability, then, is far more complicated than simply laying out facts and comparisons of renewables in a speech or advertisement. Being asked the question in a poll is not the same as a real-world test case, of course, but, but the wrong messenger risks alienating the people who most need to be convinced, our research shows. Proof needs to be local and tailored — perhaps an impossible ask of a national or even state-level general campaign.
Cost, as a message, is still a winner, in other words. But the window for communicating on it is far narrower than many advocates likely realize. As one 2024 third-party voter told us after reading Embold’s three tailored messages on clean energy, “I don’t really like any of them. They all seem to just be telling me the ‘truth,’ but I don’t know the truth without evidence.”
This is the first in a series of Heatmap reports on how U.S. voters view climate, clean energy, and sustainability issues. If you'd like to receive our latest updates, downloadable reports, and invitations for special briefings, please fill out this form.