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Why Thursday’s opinion on the Clean Water Act was not entirely out of character for the justice

On Thursday, the Supreme Court sharply limited the Environmental Protection Agency’s ability to protect wetlands under the Clean Water Act. Writing for a five-justice majority, Justice Samuel Alito said that only wetlands with a “continuous surface connection” to a protected body of water were covered by the law. The decision will remove federal protections from millions of acres of swamp, bog, and marsh, allowing companies to dump pollutants into them without penalty or oversight.
The ruling is arguably a more severe rollback to the EPA’s power than last year’s West Virginia v. EPA, which partially curtailed the agency’s authority under the Clean Air Act. In that case, the Court prevented the EPA from regulating carbon pollution in one hypothetical way, but did not prevent it from attempting to regulate emissions at all. Now the Court is lifting wetland protections that have been in place for decades.
Four justices, including the Court’s three liberals, decried the decision. “By narrowing the Act’s coverage of wetlands,” one of them wrote, “the Court’s new test will leave some long-regulated adjacent wetlands no longer covered by the Clean Water Act, with significant repercussions for water quality and flood control throughout the United States.”
Yet the identity of the justice who wrote that sentence may come as a surprise: It was Justice Brett Kavanaugh, a conservative whom President Donald Trump appointed to the Court in 2018. In what was essentially a dissent, Kavanaugh called the Court’s ruling “atextual,” warning it will “create real-world consequences for the waters of the United States.” The case could prevent the government from protecting the Chesapeake Bay or Mississippi River, he said.
The ruling was Kavanaugh’s highest-profile disagreement in an environmental case. (Technically, his dissent was filed as concurrence because all nine justices ruled against the EPA on the limited facts of the case.) And it attracted some notice, given that Kavanaugh, along with Justice Neil Gorsuch and Chief Justice John Roberts, now provide the closest thing that the right-wing Court has to a swing vote. Environmentalists and progressives noted Kavanaugh’s dissent with surprise.
Yet it was not entirely out of character for the justice. Before he was nominated to the Supreme Court, Kavanaugh was seen as a skeptic, but not an enemy, of environmental regulation. Because he previously sat on the Court of Appeals for the District of Columbia, which often hears EPA cases, Kavanaugh had a deeper record on environmental law than most other jurists who join the court.
“He’s not like a Scalia — or, to some extent, an Alito — where you read their opinions and find there’s an antipathy, a hostility, to environmental law,” Richard Lazarus, a Harvard Law professor, told me in 2018 after Kavanaugh was first nominated. “He is a conservative judge and a stickler for the notion of separation of powers. If he’s going to find an agency has sweeping regulatory authority, with significant economic or social implications, he’s going to want to find that Congress really intended it.”
That appears to be what he did in Thursday’s case. He criticized the five-justice majority for “relitigating an issue that Congress settled in 1977,” arguing that lawmakers had always intended for the Clean Water Act to cover wetlands close to, but not directly connected to, protected lakes, streams, and rivers. The Court’s “overly narrow view of the Clean Water Act,” he warned, “will have concrete impact.”
Kavanaugh also sits apart from some of his conservative colleagues for affirming the science of climate change in broad terms. “The earth is warming. Humans are contributing,” he volunteered while hearing a major EPA climate case in 2016. “There is a moral imperative. There is a huge policy imperative,” he continued. “The pope’s involved.” He did not say — crucially — whether he believed that the EPA also had the legal authority to act, although he later ruled against the agency in a similar case.
Yet Justice Amy Coney Barrett, by comparison, has declined to affirm the existence of climate change. During Barrett’s confirmation hearing in 2020, Kamala Harris, then a senator and vice-presidential candidate, asked whether smoking causes cancer and COVID-19 is contagious. Yes, they were, Barrett affirmed, but asked what Harris was driving at.
Then Harris asked: “Do you believe that climate change is happening and threatening the air we breathe and the water that we drink?”
“Again, I wondered where you were going with that,” Barrett replied. “You asked me uncontroversial questions, like COVID-19 being infectious or if smoking causes cancer, and you’re trying to solicit to an opinion from me on a very contentious matter of public debate and I will not do that. I will not express a view on a matter of public policy, especially one that is politically controversial because it is inconsistent with the judicial rule, as I explained.”
Aside from the notable failure to affirm even the scientific existence of climate change, Barrett is incorrect. The open political question about climate change is what, if anything, to do about it — not whether it exists. In the next year, Barrett and her eight colleagues — including Kavanaugh — will get to participate in that debate when she rules on a series of major EPA climate proposals. I suppose we shall learn more about her views — and his — then.
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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.
On solar manufacturing, New England gas, and Pacific Northwest geothermal
Current conditions: The Pacific just can’t catch a break this hurricane season as forecasters warn that a new tropical development called Invest 96E could form in the next two days off Baja California, right behind Hurricane Lowell • In Indonesia, the wildfires blazing through the peatlands and forests of Borneo and Sumatra are now emitting by far the most carbon dioxide of any blazes in the world • A late-summer heat wave is sending temperatures along the California coastline beyond 100 degrees Fahrenheit this week.
When Alphabet inked its first nuclear deal in 2024, the Google parent company opted to back a next-generation, fluoride salt-cooled reactor startup called Kairos Power. Six months later, the tech behemoth contracted Elementl Power, a nuclear project developer that works with all kinds of reactors, to scout locations for deploying novel atomic technologies. Last October, Google broadened its approach to focus on large-scale reactors that either already existed or were under development. The company eyed financing the construction of the abandoned Westinghouse AP1000s planned for the V.C. Summer plant in South Carolina before the project went under nearly a decade ago. Then Google and NextEra began laying the groundwork to restart the Duane Arnold nuclear station, Iowa’s only such plant, which shut down in 2020. As I told you on Tuesday, that latter deal took a major step forward when the Department of Energy pledged $1.9 billion toward bringing the single 615-megawatt reactor back online.
Now Google is exporting its strategy to Europe. On Wednesday, the giant announced a 22-year power purchase agreement with the Finnish utility Fortum Oyj to extend the life of the Loviisa nuclear station by buying as much as 50% of its electricity from 2030 to 2049. The contract — the first of its kind in Europe to provide for direct power purchases between a specific power plant and a hyperscaler — starts in 2028.
The deal is part of a broader $15.1 billion investment into artificial intelligence infrastructure throughout Finland over the next two years, and will direct roughly $1.1 billion toward the plant’s relicensing. “Long-term partnerships like the one between Fortum and Google are essential to making that happen, especially in today’s uncertain market environment characterized by low visibility and highly volatile electricity prices,” Fortum CEO Markus Rauramo said in a statement. In a text message last night, Emmet Penney, the director of energy and infrastructure at the Foundation for American Innovation, told me it was once “fashionable to say that nuclear was dead in the West, that we could only look on as nuclear slouched toward its demise and irrelevance.” Now, however, “Google is doing the world a favor by showing why and how that view was wrong” by demonstrating willingness to put its money where its mouth is to expand the power supply, he said. “Some things are fads, but nuclear is never out of season.”
Global investments in manufacturing clean technology fell 14% in the first quarter of 2026 and another 7% in the second three-month window, according to an analysis by the Rhodium Group’s Clean Investment Monitor released Thursday of the first half of this year. For the first time, China’s share of green manufacturing investments dipped below a third, marking a significant decline from its peak of over 71% in 2023. A major drop in the expansion of solar panel factories accounted for much of the slowdown. Investments in new factories fell by 83% in the second quarter of 2026 compared to the peak in the last three months of 2023. China accounted for 94% of the decline. But China’s contraction came with expansion elsewhere. India, for example, saw solar factory investments accelerate from 5% to 48%, making it the largest net contributor for the past four quarters. Solar manufacturing is expanding in the U.S., and the Department of Commerce’s new import duties on the polysilicon needed to make most panel components should help that continue. But the overall picture for clean energy investment, as my colleague Emily Pontecorvo described in the spring, is mixed.
There are green shoots, however. While the amount of capital spent on construction of new manufacturing and industrial plants slowed, the value of such investments rose 10% in the first quarter of this year and held steady in the second quarter, breaking a 10-quarter streak of declines in announced investments. The bulk of the deals were in critical minerals, wind, sustainable aviation fuel, batteries, and — yes — solar. But there’s also more coal. On Thursday morning, the International Energy Agency forecast global coal demand to reach a record high of nearly 9 billion metric tons this year.
The U.S. has enough solar panels in operation today to power more than 50 million American homes, representing over a third of households. That’s according to the latest market analysis conducted by the consultancy Wood Mackenzie on behalf of the Solar Energy Industries Association and released early this morning. Solar developers added 11.4 gigawatts of generating capacity in the second quarter of 2026, a 45% increase from the same period last year and 43% increase from the first three months of this year. Most of that new capacity came from utility-scale projects, which added 9.6 gigawatts — a 61% year-over-year leap. “Solar and storage have grown to a scale most Americans have yet to fully realize and we simply can’t meet America’s growing energy needs without these technologies,” Tim Pawlenty, the chief executive of the solar industry’s leading trade group, said in a statement.
It’s a milestone for solar’s expansion, and highlights the competitiveness of the technology despite the Trump administration’s crackdown on renewables it criticizes as too weather dependent. But it’s only a description of capacity. It’s virtually impossible for all the solar panels in the country to produce power at the same time, and the swings in electricity production are ultimately what draw criticism from those who instead push for generating stations that can pump out power at all times of day. That, in my view, makes the most important signal in the report the speed of the growth, demonstrating how quickly solar can come online and serve surging demand.
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Yesterday I told you that a federal court overturned the water permits New Jersey issued for construction of a pipeline to carry more natural gas into the Northeast, delivering a blow to the pipeline push the region is gearing up for as winter energy demands increasingly become what my colleague Matthew Zeitlin described bluntly last year as “a problem.” But there’s some good news, via the latest analysis from the U.S. Energy Information Administration. Enough cheap gas is flowing into New England at a moment when consumption is relatively low to push down prices. Natural gas prices at Algonquin Citygate, a trading and pricing hub in Boston that averages out what New England is paying for the fuel, are now trading at a discount compared to the main U.S. benchmark, the Henry Hub. Prices at Algonquin Citygate averaged 43 cents per million British thermal units less than Henry Hub from April through July. Part of the price drop came from a drop in demand as home heating fell off during the summer and solar generation increased during longer sunny days. Increased supply from Appalachia was another factor, as was a spike in imports from Canada.
Emissions of greenhouse gases from fossil fuels and agriculture are widely recognized as the primary drivers behind rising global temperatures. But scientists have long warned that, as the planet grows hotter, natural feedback loops will begin to pump more emissions into the atmosphere, from methane seeping out from decaying ancient material in thawing permafrost or carbon dioxide spewing from infernos like those scorching Indonesia’s biggest islands. A new study suggests that those warming-induced greenhouse gases from natural sources could amplify global warming by 20% to 30% this century, adding as much 0.4 degrees Celsius to the global temperature average. The authors of the study, published early Thursday morning in the journal Environmental Research Letters, billed it as the largest effort to date to quantify the combined impact of carbon dioxide and methane from permafrost thaw, wildfires, wetlands, and inland waterways. Permafrost thaw, however, comprises roughly half the projected emissions. The authors came from Stanford University, Woodwell Climate Research Center, research nonprofit Spark Climate Solutions, and the advocacy group Environmental Defense Fund. Even if emissions from human activities reached net zero, greenhouse gases could create feedback loops that raise global temperatures by at least 0.2 degrees Celsius by 2100. A higher emissions scenario could be twice that much warming.
“The results are a wake-up call, and it’s imperative that they be included in the next generation of climate policies,” Robert Jackson, the Stanford University professor and chair of the Global Carbon Project who co-authored the paper, said in a statement.
The Pacific Northwest is poised for a big geothermal push. Hexagon Energy, an independent energy developer, and timber and wood giant Weyerhaeuser Company just inked a strategic partnership that will clear the way for geothermal projects across the latter company’s vast property portfolio in Oregon and Washington. “Geothermal energy represents an emerging opportunity to provide clean and reliable, around-the-clock power, and our ownership presents a unique platform to evaluate that potential in the Pacific Northwest,” Kendall Fountain, Weyerhaeuser’s vice president of energy and natural resources, said in a statement. Once built, the projects are expected to generate up to 3 gigawatts of power.