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Why climate might be a more powerful election issue than it seems.

Climate change either is or isn’t the biggest issue of our time. It all depends on who you ask — and, especially, how.
In March, as it has since 1939, Gallup asked Americans what they thought was the most important problem facing the country. Just 2% of respondents said “environment/pollution/climate change” — fewer than those who said “poor leadership” or “unifying the country” (although more than those who said “the media.”) Pew, meanwhile, asked Americans in January what the top priority for the president and Congress ought to be for this year, and “dealing with climate change” ranked third-to-last out of 20 issues — well behind “defending against terrorism,” “reducing availability of illegal drugs,” and “improving the way the political system works.”
The Biden administration seems to be taking the apparent message to heart, softening parts of its climate agenda while Democrats in tight elections run interference with their economy-first constituents. Mention of the Inflation Reduction Act, the president’s landmark climate legislation, still mostly elicits blank stares from Americans, and the administration hasn’t done much to help its case. During his State of the Union address, Biden didn’t refer to the IRA by name even once.
And yet Americans clearly, obviously, patently are worried about the climate. More than half of the respondents to a Yale Program on Climate Change opinion poll last winter said “global warming should be a priority for the next president and Congress.” Around the same time, seven in 10 called climate change a “serious issue” and a third reported being “extremely concerned” about it in Heatmap’s own Climate Poll.
“You could also ask, ‘Is the survival of American democracy a defining issue in this campaign or not?,’ and the polls will sometimes mislead you into thinking it’s way down the list,” former Vice President Al Gore said at a recent leadership conference for his nonprofit Climate Reality Project in New York — and indeed the March Gallup poll from March had “elections/election reform/democracy” as the top issue facing the country for just 3% of people. “But when people get into the voting booth,” Gore continued, “and they think about the fact that democracy is at risk — as we saw in the last bye elections — that actually did matter. And I think climate is the same way.”
Gore wasn’t just relying on his own intuition. A widely circulated New York Times/Siena College poll conducted ahead of the 2022 midterms showed 71% of voters believed democracy was at risk, but only 7% identified it as the most important issue facing the country, leading many to start eulogizing American democracy. And yet candidates from the Democratic Party, which has positioned itself as a bulwark against the erosion of representative government, dominated the most contested elections.
When you start to ask more targeted questions, the research tends to concur. “If you say, ‘Is climate change an important priority?,’ you get about two-thirds of people who agree with that,” Matthew Burgess, an assistant professor of environmental studies at the University of Colorado Boulder, told me. “If you say, ‘the single most important issue,’ then that’s where it falls off.”
Burgess’s work has examined a particularly odd discrepancy between the limited number of voters who list climate as the most urgent issue facing the country and the fact that climate change, on its own, can seemingly swing elections. In fact, Burgess and his co-authors argued in a paper they published earlier this year that climate voters might have secured Biden's 2020 victory. Using data from the nonpartisan Voter Study Group, Burgess and his co-authors found that “how important voters considered climate change to be as an issue was one of the strongest predictors of whom they voted for in 2020.” How strong a predictor? Strong enough to shift the national popular vote margin by 3% or more toward Biden, they concluded.
But when I asked Burgess what’s missing from a statistic like Gallup’s, which shows few voters prioritizing climate over other concerns, he admitted, “I don’t know.” He has plenty of theories, though. Recent election margins have been so tight that climate change would not actually have to have a significant effect on voting to swing the outcome, he told me. Or perhaps voters are beginning to connect the dots between climate change and issues they more openly profess to care about, such as the economy and national security. When I asked Justin McCarthy, an analyst at Gallup, about Burgess’ findings, he told me that “our question is not meant to measure issues affecting vote choice.”
It takes a lot of faith to buy any of those arguments, and Democrats in tight down-ballot races might not be willing to bet their limited resources on it. But we risk blowing past important context by writing off polling that shows Americans putting the economy over their concern about climate change, according to Emily Becker, the deputy director of communications on the climate and energy team at Third Way, a center-left think tank.
Becker has no problem advising frontline candidates “not to talk about climate and to talk about clean energy instead,” she told me. In her opinion, the two are separate issues — and the popular habit of using them as euphemisms is helping neither voters nor climate-conscious candidates.
“We tend to talk about clean energy as having one core purpose: emissions abatement. Then there are the positive externalities: job creation, clean air and water, money into your community, etc.,” Becker told me. But when it comes to Americans struggling to pay their bills, or who see minimal opportunities for good, well-paying jobs in their communities, “the positive externalities are no longer side effects,” she said. “They’re the main piece.”
By way of example, Becker said, it’s especially telling that investing in clean energy to address climate change appears to be popular in polls, but follow-up questions that ask how voters would feel about that investment if it raises their household costs see a “big drop.” “It’s kind of a luxury issue,” Becker said of climate change-first voting. Third Way’s own research shows that people who self-identify that way tend to be older, white, and more educated.
But young voters — traditionally thought of as the most climate-friendly demographic — are also facing some of the worst economic odds of any living generation. “The idea that you’re going to make decisions at the ballot box based on a faraway problem and not based on the problems right in front of you is a little bit delusional,” Becker told me.
Heather Hargreaves, the deputy executive director of campaigns at Climate Power, a strategic communications group with a robust research and polling operation, had a slightly different takeaway. “I don’t think any elected official who is seeing a national poll where climate change is getting a lower percentage than the economy should be like, ‘Oh, this means I shouldn’t talk about climate change,’” she told me. “That’s misguided.”
Climate Power’s polling has found that “clean energy and climate messaging” moved every demographic toward Biden, particularly — again — young voters, as well as independents, who were key in Burgess’ research. “If you look at the things people care about the most, gas prices and utility costs are always up there,” Hargreaves said. “And these are both related to how we address climate change.”
As even more evidence that climate is a winning message after all, Hargreaves pointed out that Republicans in red districts are “not shying away” from talking about how the IRA has brought money, improvements, and clean-energy investments to their districts. For example, Senator Tom Cotton bragged last summer that “Senator Boozman and I were able to secure the grants” for highway improvement projects funded by the infrastructure law — which the Arkansas pair had voted against. Likewise, Nancy Mace, a congresswoman from South Carolina, hosted a press conference touting a local transit hub with electric buses despite having once called electric mass transit “socialism.”
“They’re now trying to take credit for it — and that’s proof it’s politically a winner,” Hargreaves told me.
As an election-year message, it’s hard to argue that “climate change” — at least phrased as such — actually resonates with the majority of Americans. But “it must be a big tent issue if we’re going to actually solve it,” Burgess, the University of Colorado Boulder professor, told me. And opinions are still being shaped: Gallup has found that victims of extreme weather events are more likely to worry about climate change and view it as a threat. As Hargreaves stressed to me, polling trends tend to be more revealing than any individual battery questions, and they generally show growing levels of urgency.
Becker also offered a word of advice. “Be willing to be told that your issue does not matter as much as you want it to,” she said. “And figure out how you can make your priorities and the priorities of the electorate overlap.”
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Third Way’s head of climate and energy argues that both sides have lost voters’ trust, with serious consequences for our infrastructure.
In September 2024, then-presidential candidate Donald Trump told a crowd in Wilmington: “We will cut your energy prices in half … Mark it down, and you can get very angry at me if we don't do it.” He gave himself one year from when he’d take office.
Two years later, rates are up. And we’re angry.
Utilities requested $18.6 billion in rate increases in the first half of 2026, including a record $9.2 billion in the second quarter alone. Gas prices are hovering close to $4.50 a gallon, almost a full dollar more than this time last year. Diesel prices are even worse, recently passing $6.50 a gallon, up by over 50% from one year ago.
In the past two years, electricity prices have increased by over 10%. In the past five years, it’s over 36%.
President Trump’s failure to lower costs has tanked his approval ratings, currently just 34% overall and 33% on his handling of the economy. But he’s not alone. Incumbent politicians across the country — along with utilities, energy-intensive businesses, and tech companies — have found themselves swept up in the backlash.
Those feelings of blame and distrust have emanated throughout our democracy. Just 27% of Americans trust national institutions, according to a June Gallup poll, a single point above the all-time low. Just 17% trust the federal government to do what's right. Nearly seven in 10 people fear that institutional leaders are deliberately misleading them.
Looking at our energy infrastructure, I understand the feeling. Government and industry have chronically neglected our electricity delivery system, offering impossible-to-fulfill slogans rather than real solutions.
Over the past four years, this has created what I’m calling the Energy Trust Gap. It results from the toxic collision of an aging, neglected, and overstressed grid; rising prices; and voter frustration with policymakers, regulators, and industries that overpromise and underdeliver.
This is not merely a Trump problem, though it is true that the president’s chaotic tariff strategy, his impossibly stupid war in Iran, and his senseless energy obstruction have dramatically widened this rift.
Instead of deploying more energy to the grid, the Trump administration has blocked renewables when Americans need them most. It paid TotalEnergies $928 million and Invenergy $765 million to abandon offshore wind leases — $1.7 billion of public money not to build power. Through the Pentagon, it has halted over 28 gigawatts of onshore wind projects in 21 states, and attempted to suspend five fully permitted projects already under construction. Thankfully, all five won injunctions and resumed development by February. Still, the industry's trade association estimated that the cancellations and delays would add $45 billion in East Coast energy costs over a decade.
Though a federal appeals court recently ruled against it, the administration was also using emergency authority to keep 11 fossil units at seven plants running at a cost of roughly $1.5 million per day. The evidence is quite weak that these units are necessary to maintain grid stability or meet unexpected demand. Some are producing substantially less power than they can, or have even been taken offline.
But the Energy Trust Gap has not been created by Republicans alone. Here is the part my side needs to sit with.
In 2022, then-President Biden promised that the Inflation Reduction Act would “bring down family energy bills by an average of $500 a year.” The White House projected that, alongside the 2021 Bipartisan Infrastructure Law, the IRA would cut electricity rates by up to 9% by 2030. Advocates promised the law would create “more than 9 million good jobs.”
The Trump administration undid some of the efforts to fulfill these promises before they could bear fruit. But others were flimsy from the start.
An accompanying report on the 9 million jobs figure acknowledged, in a footnote, that “not all of the jobs created will be net new employment,” but rather would constitute workers hired away from elsewhere to remedy a tight labor market. It also clarified that “job” was less accurate than “job-year equivalent,” a technical measure of labor volume rather than individual people holding durable positions.
These caveats never made it into the president’s public comments, including at events I helped host.
We expected the government to spur private sector demand and create jobs across the country. We assumed the public would see the benefits and credit our clean energy policies. But voters didn’t see an IRA-driven jobs boom in their communities, didn’t feel its impact in reducing costs amid a crisis, and didn’t see it improving their lives.
Yes, there were jobs. But in an economy as large as the United States, the public simply doesn’t distinguish “clean energy jobs” from other sectors.
The promise of a national electric charging network to enable EV ownership didn’t pan out, either. Congress made $4.4 billion available for chargers in 2022; four years later, states had opened only around 150 public charging stations, a flop for a program designed to fund about 1,600 stations on the path to phasing out gas vehicles. Same story with home heating. The American Council for an Energy-Efficient Economy found that in all four high-electricity-price states it modeled, the average gas household's bills increased after electrification.
When heating homes already accounts for more than 40% of residential energy consumption, you cannot credibly advocate for more expensive options.
These functional failures were also messaging failures. By 2024, 40% of registered voters hadn’t heard anything about the IRA. Governors got more credit for new renewable energy and green manufacturing facilities than President Biden did, according to a post-mortem on the law led by the University of Michigan’s Alexander Gazmararian. The Biden administration placed a big political bet on actions that were misbranded, inadequately promoted, and ultimately undeliverable before November 2024 — the only timeframe that mattered.
Let me be clear: The Energy Trust Gap will cost Democrats elections.
As policymakers head into November’s midterm elections, they are being called upon to answer for the proliferation of data centers and the skyrocketing cost of electricity. In this moment, Democrats could seize momentum from Republicans. But many are still ignoring the lessons of the past four years.
A large number of voters believe clean energy advocates are exaggerating the affordability of renewable energy. If candidates argue that the transition to clean energy is a guaranteed outcome, and that Biden’s climate law worked, they will lose.
Reality is breaking through in some places: Officials are concerned about the cost-of-living crisis, explicitly acknowledging the trade-offs that come with climate policy and prioritizing affordability for ratepayers above all else. In March, for example, Massachusetts Governor Maura Healey signed an executive order to bring more energy and energy storage to the Bay State, calling for an “all-of-the-above approach to energy, including “solar, wind, gas, nuclear and hydro.” In New York, Governor Kathy Hochul has been honest that the state cannot meet its 2030 climate targets “without imposing new and additional crushing costs,” citing state estimates of more than $4,000 a year for upstate households burning oil and gas.
“Something has to give,” she said.
That honesty is critical. Policymakers, clean energy and climate advocates, and industry cannot fix the issues plaguing our energy system without regaining some credibility.
Here’s where I would start:
This is the uncomfortable but necessary path to closing the Energy Trust Gap. The alternative is more broken promises and putting our ambitions for energy, the economy, national security, and climate completely out of reach.
If policymakers can’t be straightforward about the trade-offs and deliver on their solutions, we’ll doom ourselves to policy whipsawing and another energy crisis.
Then another. Then another. Then another.
Current conditions: Aside from tides up to two feet above average on Staten Island and Long Island, the powerful nor’easter barreling toward the East Coast is likely to spare New York City • Tropical Storm Nolo is set to hit Hawaii with a potentially historic multi-day deluge • Hurricane Polo is slamming into Mexico’s Pacific coast with dangerous swells and heavy rain.
On Tuesday, President Donald Trump told reporters he had “called for” halting exports of diesel as prices roared to record highs amid a shortage of refining capacity to produce the fuel. On Wednesday, Politico reported that the administration was “preparing” a 90-day export ban. When Secretary of Energy Chris Wright took the stage at Heatmap House, our day-long summit on Wednesday in Midtown Manhattan, he told our executive editor Robinson Meyer that — contrary to the previous comments — the president “didn’t endorse” an export ban. “We are open to any ideas to lower energy prices for Americans,” Wright said at our annual event for New York Climate Week, essentially the amuse bouche before the United Nations climate summit in November. “We have a continual, thoughtful dialog based on the facts on the ground of what are the most practical steps moving forward, and it looks like right now we do need to grow the diesel supply in the United States.”
Former Vice President Al Gore, meanwhile, injected some optimism into the discussion about decarbonization. Reflecting on how climate discourse had evolved since the release of his famous film An Inconvenient Truth 20 years ago, he said booming electric vehicle sales and a global shift to renewables and nuclear power spurred by the energy shock from the war in Iran showed that “these are signs that this thing is really moving into high gear.” He added: “The fossil fuel industry is losing. They know they’re losing, and they’re trying to slow down how quickly they lose.” Yet perhaps one of the best hopes for speeding up deployment of more clean energy dimmed last night when Punchbowl News reported that increasingly bullish talks on permitting reform may be tanking. “The administration and congressional Republicans agreed to a strong bipartisan offer. The Democrats have since refused to take yes for an answer. If they think that the administration is going to freeze these concessions until the lame duck, they are severely mistaken,” a White House official told the outlet.

Later in the afternoon yesterday, I scurried off to the New York Nuclear Symposium, the annual conference organized by the advocacy group Nuclear New York. In the august halls of the New York Bar Association on 44th Street, policy experts and executives debated exactly what was needed to shift the excitement over atomic energy into actual projects with shovels in the ground. While some doubts persisted over how quickly anyone would commit to new fission plants in the U.S., at least beyond the various first-of-a-kind projects currently under development, the American government charged forward with export deals. Earlier this week, the U.S. Trade and Development Agency announced a partnership with Turkey to build as much as 5 gigawatts of small modular reactor power in the country. On Thursday, NucNet reported that Poland’s national nuclear company had reached a deal with the U.S. developers Bechtel and Westinghouse on the commercial terms for the European nation’s first atomic power station, a trio of Westinghouse AP1000s on the Baltic sea.
Meanwhile, the South Korean project manager and builder Samsung C&T unveiled new deals with two SMR companies in the U.S. The company pledged $100 million toward building the next-generation reactors designed by Google-backed Kairos Power. A day later, the company signed onto projects involving GE Vernova Hitachi Nuclear Energy’s 300-megawatt reactor, based on a traditional water-cooled design.
Enhanced geothermal leader Fervo Energy announced Thursday morning that it had shipped the first megawatts to the grid from its flagship Cape Station project, nearly three years to the day after breaking ground at the site. The facility in Beaver County, Utah marks a significant scale-up from the company’s earlier Project Red, located in the Blue Mountain geothermal field of Nevada, which began supplying 3.5 megawatts of electricity to the grid in 2023. Cape Station, by contrast, is the company’s first greenfield project. Phase I of the facility consists of three 33-megawatt units, the first of which has begun ramping up, while the remaining two are expected to reach commercial operations by 2027. “I could not be more proud of the years of hard work from Fervo’s employees, investors, suppliers, customers, and partners, which brought us to this moment,” Fervo CEO Tim Latimer said in a statement. “We are just getting started.”
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Last month, my colleague Emily Pontecorvo and I reported on the Department of Commerce’s latest import levies on polysilicon, the main ingredient in most solar panels. The restrictions were designed to keep out cheap, subsidized competition from Chinese companies. But the nearly four-month delay in the policy’s implementation opened the door to companies stockpiling foreign-made reactors. To avoid that, the Commerce Department’s Bureau of Industry and Security has issued a temporary rule explaining how it will monitor imports, Solar Power World reported. Starting December 4, polysilicon components in a panel such as wafers, cells, and the finished rigs themselves will have a 15% tariff.
“Flooding the U.S. market with large volumes of imported products is a strategy that companies abroad have long used to undermine American manufacturers,” Andy Park, the global chief executive officer of Hanwha Qcells, said in a statement. “We have repeatedly seen import volumes surge ahead of the implementation of significant U.S. trade or industrial policies, as companies seek to exploit loopholes and gain an unfair advantage before new measures take effect.”
“When it comes to fuels, we have plenty of options, but nothing has hit the jackpot.” That’s what Ernest Moniz, former President Barack Obama’as energy secretary, told me yesterday morning on stage at a Climate Week breakfast hosted by his nonprofit, the EFI Foundation. Just 21% of the world’s end-use energy comes from electricity, meaning 79% comes from molecules — mostly natural gas and oil. The point Moniz, a Massachusetts Institute of Technology-trained physicist, was making was that we need to take green fuels such as hydrogen and biodiesel more seriously. “My bet for scalability is some or multiple colors of hydrogen,” referring to the rainbow of names that denote how hydrogen fuel is produced. Hours later, Hydrogen Insight reported that the German energy giant Uniper had signed “one of the largest” offtake deals ever for aviation fuel made with green hydrogen. As part of the deal, the Düsseldorf-based firm will buy 40,000 metric tons of green fuels for at least the next decade.
The New York State Research and Development Authority announced awards for eight energy storage facilities and 13 large-scale renewable projects on Wednesday, totaling $3.7 billion in private investment. Combined, the projects are expected to pump out 1.7 gigawatts of power. “These newly-contracted large-scale energy projects not only further the growth of clean energy and more than double the utility-scale energy storage that exists currently statewide — but they contribute to New York’s comprehensive, all of the above energy strategy,” Doreen Harris, NYSERDA’s chief executive, said in a statement. “This will help reduce costs for New York ratepayers while continuing to improve the reliability of our state’s grid.”
Tales from a day of “thoughtful dialogues on energy, climate change, and human lives” on Day 3 of New York Climate Week.
“I’m here because I love thoughtful dialogues on energy, climate change, and human lives,” Energy Secretary Chris Wright told my colleague Robinson Meyer this afternoon. “That’s been a passion my whole life, and nothing will change that.”
It’s our passion too — and was a defining theme of Heatmap House on Wednesday at New York Climate Week, with 27 sessions across topics including clean energy development, U.S. climate policy, the future of mobility, climate tech, and reindustrialization. From Wright backpedaling on President Trump’s embrace of a diesel export ban to former Vice President Al Gore asserting that 2026 might mark “the positive tipping point on climate,” it was a full day of news, contrarian opinions, juicy predictions, and lots and lots of coffee (consumed by yours truly).
Early in the day, Carlos Araque, the CEO and co-founder of Quaise, an advanced geothermal company, started things off by addressing the elephant in the room: potentially imminent movement on permitting reform. “It’s always easy to be picky and want for more,” he acknowledged, although he added that “my ask has always been — as far back as 2018 — if you can do for geothermal what you do for oil as in terms of regulatory permitting exclusions, then you’re moving 90% of the way to the goal. So that’s happening — that’s slowly and surely happening.”
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New Jersey Governor Mikie Sherrill also spoke about permitting reform at a local scale. “You cannot simply say to people, ‘Sorry, your bills are just going to keep skyrocketing,’” she stressed. “That is not the answer, which is why we’ve acted so aggressively. I approved 18 solar and battery storage projects in the first six months [of my term]. We knew the federal credits were going to run out if we did not get that done, so that’s why we had to take on permitting reform right away to make sure we were growing that.”
And while Jane Flegal, the principal at Flegal Energy Advisors, didn’t have any secret insight into the potential deal, she broke down her predictions into three buckets: reforms to conventional environmental statutes such as the National Environmental Policy Act, the Clean Water Act, and the National Historic Preservation Act; transmission, “which, no one knows what’s in there, but we all know what was in the Manchin deal, and I think we can and should expect something at least that ambitious;” and permitting certainty, which would constrain executive power to cancel permits after they’ve been issued.
Chris Hayes, the host of All In with Chris Hayes on MS NOW and a former climate reporter, took the stage just after Gore, who marked the 20-year anniversary of his Academy Award-winning documentary An Inconvenient Truth. Like Gore, Hayes was in a reflective mood. “I think to some degree, we’re kind of moving forward in this understanding that all of us are implicated in the system that’s going to change very slowly over time,” he said, calling it one of the lessons of the past 20 years. “But I think there was a high-water mark of consumer activism that is sort of gone.”
Then, of course, there was Wright. The energy secretary — whom climate insiders have described to us as the biggest climate villain in the Trump administration after Trump himself — talked to Rob about as many fuels as they could cover. Wind: “There have been very spirited dialogues in the administration about this. I do believe a successful permitting reform thing changes the playing field for anything you want to build in this country, including wind.” Nuclear: “Our thing is just to try to get it back on its feet and get out of the way.” Natural gas: “Gas in my lifetime is going to be the American energy superpower for sure, but you never want all your eggs in one basket.” Batteries: “I’m all in.” And EVs: “Should we have the broader America subsidizing, you know, the habits of wealthy people? I don’t think we should.”
Another running theme of the day was data centers and AI. “We all feel a little bit used by data centers,” Dawn Lippert, the founder and CEO of Elemental Impact, a nonprofit climate tech investor, and a general partner at Earthshot Ventures, its sister fund, told my colleague, Katie Brigham. “We thought, how can you actually use data centers to do the things that we need to do as society? And pulling forward clean energy technologies and sustainable technologies is one of the most interesting ways that they can be a real service to society.”
That thought was explored further when the evening wrapped with a focus on reindustrialization. Tom Steyer, the co-executive chair of Galvanize Solutions, told us he’s doing fine after his unsuccessful bid for California governor. (Nothing a trip to Tahoe with the family couldn’t cure.) He also shared that the climate movement may have lessons for the modern movement opposing AI and data centers. The world’s richest companies can’t just “come in and take people’s water, especially at a time when people are so water insecure,” he stressed. “How could that possibly be right?”
AI — and water — also came up in conversation with Emilio Tenuta, the senior vice president and chief sustainability officer of Ecolab, which provides industrial and commercial water and hygiene solutions. (Ecolab also sponsored our reindustrialization section.) He argued that “what we really need to focus on is the Water Efficiency Index” when evaluating, for example, semiconductor fabrication plants, because it contextualizes water use in more absolute terms than traditional metrics.
Page Crahan, general manager of Tapestry, an Alphabet X moonshot project that uses AI to develop a model of the grid’s electricity network, zeroed in on how best to use artificial intelligence. “We had 10 years to build what it took us 110 years to build globally” in order to meet anticipated energy demand, she told my colleague Jael Holzman. “And that was in 2023, before data centers.” For “computationally intensive challenges, data-heavy challenges, and certainly running simulations and insights for a system this size,” AI is a good use case, she said.
Tapestry is using its models in partnership with PJM Interconnection (as we’ve covered here at Heatmap) — and speaking of PJM, its executive director of strategic policy and external affairs, Asim Haque, spoke to my colleague Matthew Zeitlin next. “If you do not bring your own new capacity, we are going to curtail you before we curtail your average residential consumer for sure,” he said, adding, “this is a concept that is pending in front of the FERC right now. We can talk about carrots. We can talk about sticks. I don’t know which one this is. I think from the data center perspective, it’s likely a stick.”
Josh Parker, the head of sustainability at Nvidia, rounded the day out on a positive note. “The good news is, we are very quickly unlocking new capacity with clean energy,” he said, including developing new clean energy technologies like advanced fission and geothermal. “All of these technologies are benefiting from AI, and so that, coupled with the fact that data center operators with AI factories generally are some of the largest consumers of clean energy and are still are looking for all the clean energy they can, leads me to believe — and I think this is the most credible forecast — that very soon we’re going to see all of that convert over to clean as soon as we can get through the supply constraints that we’re currently in.”
If you were with us in person, thank you again. You’re what made our event one to remember. And if you weren’t able to join us this year — we hope to see you in 2027.
But wait! Before I send you on your way, you can find all of our coverage of the day below along with some additional quotes from some of my favorite conversations: