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The future of coal played a starring role in the 2016 presidential election. As an industry, an energy supply, and a source of jobs and identity in many communities, coal was both a practical and symbolic issue, one that helped solidify Donald Trump’s support among white working class voters not just in coal country itself but around the nation. It stood in for a deep divide between the parties, one that cast Trump as the champion of what he called “the forgotten men and women of our country,” while Hillary Clinton and her party were supposedly cruel elitists ready to condemn those Americans to a future of deprivation in pursuit of a radical and ruinous environmental agenda.
Eight years later, the future of coal — or more specifically, the shape and speed of its demise — is being decided through administration policy and the workings of the market. But on the campaign trail, no one is talking about it. Coal has almost disappeared as a political issue.
To understand why, we have to begin in that 2016 campaign. In May of that year, Hillary Clinton came to Williamson, West Virginia to make amends. Less than two months before, she had said in a CNN town hall that “we're going to put a lot of coal miners and coal companies out of business,” generating enormous backlash despite the fact that she was touting her plan to “bring economic opportunity using clean renewable energy as the key into coal country.” Now, at a forum held just a couple of blocks from the famous Williamson Coal House (a building made entirely from coal), a former coal company employee asked her, “How you can say you are going to put a lot of coal miners out of jobs and then come in here and tell us how you are going to be our friends?”
Clinton insisted her remarks had been taken out of context. “I’m here because I want you to know whether people vote for me or not whether they yell at me or not, it’s not going to affect what I can do to help because I feel like that’s a moral obligation,” she said.
Trump was far less nuanced in his approach to what he called “beautiful clean coal.” His message was simple: Elect me, and all the lost coal jobs will return. “For those miners, get ready, because you’re going to be working your asses off,” he said at a rally in West Virginia. “I love the miners, and we're going to put the miners back to work,” he said at another.
It worked: Trump’s biggest margins of victory came in the two states with the highest coal production, Wyoming and West Virginia.
And he certainly tried to save the coal industry. He withdrew from the Paris climate accords, rolled back environmental regulations on coal, installed coal industry executives and lobbyists in key administration positions, encouraged coal mining on federal lands, undid the Obama-era Clean Power Plan, and tried to bail out failing coal plants.
But none of that brought back the coal jobs. Total coal mining employment in the U.S. stayed at the same level for the first four years of his presidency — around 53,000 — then fell by 20% in his final year, during the Covid pandemic. Today that figure is around 43,000, a miniscule number given the size of our economy; more Americans work at the Cheesecake Factory than in the entire coal mining industry. That may be the first reason Trump isn’t talking about coal on the campaign trail: He didn’t keep his most high-profile promise.
Yet in coal country, Trump was not punished for his failure to bring back the coal jobs. Williamson, where Hillary Clinton made her 2016 mea culpa, provides a perfect example. With a population of 3,000, it’s the largest city in Mingo County, whose population has shrunk in every Census since the one in 1990. It’s a place with deep economic and health-care challenges, where coal is woven throughout the local identity and sense of place (the high school’s sports teams are called the Miners and Lady Miners).
According to the most recent report from the state of West Virginia, in 2022 there were only 409 people working in coal in Mingo County, or about 3% of the working-age population. In 2016, Trump got 83% of the vote there. In 2020, despite not bringing back the jobs, he got 85%. Voters there didn’t seem to care that Trump didn’t revive the industry. Or maybe it was never really about anything so concrete and practical.
Which brings us to the second reason coal may be fading as a campaign issue: What it represents to the country as a whole has changed.
More and more, coal seems like yesterday’s news; total production has declined by nearly 50% since 2008. While environmental regulations have had an impact, the biggest reason is competition, first from natural gas and then from renewables, which are now cheaper than coal for electricity generation. While every last voter may not be aware of that fact, years of headlines to that effect — and the steadily increasing number of jobs in the renewables industry — may be penetrating into public consciousness.
Consider Trump’s promise to be “a dictator on day one” so he can do two things: round up immigrants, and “drill, drill, drill.” The latter idea is absurdly unnecessary even for the most fervent fossil fuel advocate, given that the U.S. produced more oil in 2023 than any country in history ever did. Nevertheless, Trump clearly believes it represents something compelling to voters, or at least his voters. But he’s not promising to be a dictator so he can “mine, mine, mine.”
For his part, President Biden touts his administration’s efforts to invest in struggling areas that used to rely on coal, but often in remarks and fact sheets that few voters see. His administration is addressing new concerns over black lung disease (which Trump’s refused to do). Biden spends a great deal of time talking about the government’s green investments, but doesn’t seem to be defensive about the effects the energy transition is having on coal, as so many Democrats have been in the past. Neither he nor others in his party are all that worried about repeating Hillary Clinton’s experience.
That’s despite the fact that the administration’s policies are going a long way toward bringing about the end of coal, or at least its transition to a minor supporting player in the nation’s energy mix. In the latest move toward his goal of a zero-carbon energy system, the EPA announced a new set of regulations affecting coal plants, including the most significant: Plants that plan to stay open past 2039 will have to cut or capture 90 percent of their emissions by 2032. The almost inevitable result will be an acceleration in the closing of coal plants.
When that plan was announced, there were predictable objections from industry and coal-friendly officials — outgoing Sen. Joe Manchin called the new EPA rule “death by a thousand cuts to America’s fossil fuel industry, especially coal” — but on the whole, the reaction was remarkably restrained. Trump did not send a dozen all-caps Truth Social posts denouncing the regulations. Republicans didn’t hold press conferences and suspend all other congressional business to make angry speeches about them. It almost had an air of resignation.
Yes, there will be lawsuits, and there’s a fair chance the conservative supermajority on the Supreme Court will strike down the regulations. But as a political issue, it didn’t generate much heat.
That tells us that something important has changed. Coal is no longer a totem of identity and a cause for Republicans to get their own supporters to the polls and win over converts in the middle. National Democrats are overcoming the fear that a pro-coal backlash will turn their climate policies and advocacy into campaign headaches. Just as coal’s importance to the nation’s energy supply is inexorably diminishing, its political power is fading as well. Which makes further climate progress all the more likely.
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A new Data for Progress poll provided exclusively to Heatmap shows steep declines in support for the CEO and his business.
Nearly half of likely U.S. voters say that Elon Musk’s behavior has made them less likely to buy or lease a Tesla, a much higher figure than similar polls have found in the past, according to a new Data for Progress poll provided exclusively to Heatmap.
The new poll, which surveyed a national sample of voters over the President’s Day weekend, shows a deteriorating public relations situation for Musk, who has become one of the most powerful individuals in President Donald Trump’s new administration.
Exactly half of likely voters now hold an unfavorable view of Musk, a significant increase since Trump’s election. Democrats and independents are particularly sour on the Tesla CEO, with 81% of Democrats and 51% of independents reporting unfavorable views.
By comparison, 42% of likely voters — and 71% of Republicans — report a favorable opinion of Musk. The billionaire is now eight points underwater with Americans, with 39% of likely voters reporting “very” unfavorable views. Musk is much more unpopular than President Donald Trump, who is only about 1.5 points underwater in FiveThirtyEight’s national polling average.
Perhaps more ominous for Musk is that many Americans seem to be turning away from Tesla, the EV manufacturer he leads. About 45% of likely U.S. voters say that they are less likely to buy or lease a Tesla because of Musk, according to the new poll.
That rejection is concentrated among Democrats and independents, who make up an overwhelming share of EV buyers in America. Two-thirds of Democrats now say that Musk has made them less likely to buy a Tesla, with the vast majority of that group saying they are “much less likely” to do so. Half of independents report that Musk has turned them off Teslas. Some 21% of Democrats and 38% of independents say that Musk hasn’t affected their Tesla buying decision one way or the other.
Republicans, who account for a much smaller share of the EV market, do not seem to be rushing in to fill the gap. More than half of Republicans, or 55%, say that Musk has had no impact on their decision to buy or lease a Tesla. While 23% of Republicans say that Musk has made them more likely to buy a Tesla, roughly the same share — 22% — say that he has made them less likely.
Tesla is the world’s most valuable automaker, worth more than the next dozen or so largest automakers combined. Musk’s stake in the company makes up more than a third of his wealth, according to Bloomberg.
Thanks in part to its aging vehicle line-up, Tesla’s total sales fell last year for the first time ever, although it reported record deliveries in the fourth quarter. The United States was Tesla’s largest market by revenue in 2024.
Musk hasn’t always been such a potential drag on Tesla’s reach. In February 2023, soon after Musk’s purchase of Twitter, Heatmap asked U.S. adults whether the billionaire had made them more or less likely to buy or lease a Tesla. Only about 29% of Americans reported that Musk had made them less likely, while 26% said that he made them more likely.
When Heatmap asked the question again in November 2023, the results did not change. The same 29% of U.S. adults said that Musk had made them less likely to buy a Tesla.
By comparison, 45% of likely U.S. voters now say that Musk makes them less likely to get a Tesla, and only 17% say that he has made them more likely to do so. (Note that this new result isn’t perfectly comparable with the old surveys, because while the new poll surveyed likely voters , the 2023 surveys asked all U.S. adults.)
Musk’s popularity has also tumbled in that time. As recently as September, Musk was eight points above water in Data for Progress’ polling of likely U.S. voters.
Since then, Musk has become a power player in Republican politics and been made de facto leader of the Department of Government Efficiency. He has overseen thousands of layoffs and sought to win access to computer networks at many federal agencies, including the Department of Energy, the Social Security Administration, and the IRS, leading some longtime officials to resign in protest.
Today, he is eight points underwater — a 16-point drop in five months.
“We definitely have seen a decline, which I think has mirrored other pollsters out there who have been asking this question, especially post-election,” Data for Progress spokesperson Abby Springs, told me .
The new Data for Progress poll surveyed more than 1,200 likely voters around the country on Friday, February 14, and Saturday, February 15. Its results were weighted by demographics, geography, and recalled presidential vote. The margin of error was 3 percentage points.
On Washington walk-outs, Climeworks, and HSBC’s net-zero goals
Current conditions: Severe storms in South Africa spawned a tornado that damaged hundreds of homes • Snow is falling on parts of Kentucky and Tennessee still recovering from recent deadly floods • It is minus 39 degrees Fahrenheit today in Bismarck, North Dakota, which breaks a daily record set back in 1910.
Denise Cheung, Washington’s top federal prosecutor, resigned yesterday after refusing the Trump administratin’s instructions to open a grand jury investigation of climate grants issued by the Environmental Protection Agency during the Biden administration. Last week EPA Administrator Lee Zeldin announced that the agency would be seeking to revoke $20 billion worth of grants issued to nonprofits through the Greenhouse Gas Reduction Fund for climate mitigation and adaptation initiatives, suggesting that the distribution of this money was rushed and wasteful of taxpayer dollars. In her resignation letter, Cheung said she didn’t believe there was enough evidence to support grand jury subpoenas.
Failed battery maker Northvolt will sell its industrial battery unit to Scania, a Swedish truckmaker. The company launched in 2016 and became Europe’s biggest and best-funded battery startup. But mismanagement, production delays, overreliance on Chinese equipment, and other issues led to its collapse. It filed for Chapter 11 bankruptcy protection in November and its CEO resigned. As Reutersreported, Northvolt’s industrial battery business was “one of its few profitable units,” and Scania was a customer. A spokesperson said the acquisition “will provide access to a highly skilled and experienced team and a strong portfolio of battery systems … for industrial segments, such as construction and mining, complementing Scania's current customer offering.”
TikTok is partnering with Climeworks to remove 5,100 tons of carbon dioxide from the air through 2030, the companies announced today. The short-video platform’s head of sustainability, Ian Gill, said the company had considered several carbon removal providers, but that “Climeworks provided a solution that meets our highest standards and aligns perfectly with our sustainability strategy as we work toward carbon neutrality by 2030.” The swiss carbon capture startup will rely on direct air capture technology, biochar, and reforestation for the removal. In a statement, Climeworks also announced a smaller partnership with a UK-based distillery, and said the deals “highlight the growing demand for carbon removal solutions across different industries.”
HSBC, Europe’s biggest bank, is abandoning its 2030 net-zero goal and pushing it back by 20 years. The 2030 target was for the bank’s own operations, travel, and supply chain, which, as The Guardiannoted, is “arguably a much easier goal than cutting the emissions of its loan portfolio and client base.” But in its annual report, HSBC said it’s been harder than expected to decarbonize supply chains, forcing it to reconsider. Back in October the bank removed its chief sustainability officer role from the executive board, which sparked concerns that it would walk back on its climate commitments. It’s also reviewing emissions targets linked to loans, and considering weakening the environmental goals in its CEO’s pay package.
A group of 27 research teams has been given £81 million (about $102 million) to look for signs of two key climate change tipping points and create an “early warning system” for the world. The tipping points in focus are the collapse of the Greenland ice sheet, and the collapse of north Atlantic ocean currents. The program, funded by the UK’s Advanced Research and Invention Agency, will last for five years. Researchers will use a variety of monitoring and measuring methods, from seismic instruments to artificial intelligence. “The fantastic range of teams tackling this challenge from different angles, yet working together in a coordinated fashion, makes this program a unique opportunity,” said Dr. Reinhard Schiemann, a climate scientist at the University of Reading.
In 2024, China alone invested almost as much in clean energy technologies as the entire world did in fossil fuels.
Editor’s note: This story has been updated to correct the name of the person serving as EPA administrator.
Rob and Jesse get real on energy prices with PowerLines’ Charles Hua.
The most important energy regulators in the United States aren’t all in the federal government. Each state has its own public utility commission, a set of elected or appointed officials who regulate local power companies. This set of 200 individuals wield an enormous amount of power — they oversee 1% of U.S. GDP — but they’re often outmatched by local utility lobbyists and overlooked in discussions from climate advocates.
Charles Hua wants to change that. He is the founder and executive director of PowerLines, a new nonprofit engaging with America’s public utility commissions about how to deliver economic growth while keeping electricity rates — and greenhouse gas emissions — low. Charles previously advised the U.S. Department of Energy on developing its grid modernization strategy and analyzed energy policy for the Lawrence Berkeley National Laboratory.
On this week’s episode of Shift Key, Rob and Jesse talk to Charles about why PUCs matter, why they might be a rare spot for progress over the next four years, and why (and how) normal people should talk to their local public utility commissioner. Shift Key is hosted by Jesse Jenkins, a professor of energy systems engineering at Princeton University, and Robinson Meyer, Heatmap’s executive editor.
Subscribe to “Shift Key” and find this episode on Apple Podcasts, Spotify, Amazon, or wherever you get your podcasts.
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Here is an excerpt from our conversation:
Robinson Meyer: I want to pivot a bit and ask something that I think Jesse and I have talked about, something that you and I have talked about, Charles, is that the PUCs are going to be very important during the second Trump administration, and there’s a lot of possibilities, or there’s some possibilities for progress during the Trump administration, but there’s also some risks. So let’s start here: As you survey the state utility landscape, what are you worried about over the next four years or so? What should people be paying attention to at the PUC level?
Charle Hua: I think everything that we’re hearing around AI data centers, load growth, those are decisions that ultimately state public utility commissioners are going to make. And that’s because utilities are significantly revising their load forecasts.
Just take Georgia Power — which I know you talked about last episode at the end — which, in 2022, just two years ago, their projected load forecast for the end of the decade was about 400 megawatts. And then a year later, they increased that to 6,600 megawatts. So that’s a near 17x increase. And if you look at what happens with the 2023 Georgia Power IRP, I think the regulators were caught flat footed about just how much load would actually materialize from the data centers and what the impact on customer bills would be.
Meyer:And what’s an IRP? Can you just give us ...
Hua: Yes, sorry. So, integrated resource plan. So that’s the process by which utilities spell out how they’re proposing to make investments over a long term planning horizon, generally anywhere from 15 to 30 years. And if we look at, again, last year’s integrated resource plan in Georgia, there was significant proposed new fossil fuel infrastructure that was ultimately fully approved by the public service commission.
And there’s real questions about how consumer interests are or aren’t protected with decisions like that — in part because, if we look at what’s actually driving things like rising utility bills, which is a huge problem. I mean, one in three Americans can’t pay their utility bills, which have increased 20% over the last two years, two to three years. One of the biggest drivers of that is volatile gas prices that are exposed to international markets. And there’s real concern that if states are doubling down on gas investments and customers shoulder 100% of the risk of that gas price volatility that customers’ bills will only continue to grow.
And I think what’s going on in Georgia, for instance, is a harbinger of what’s to come nationally. In many ways, it’s the epitome of the U.S. clean energy transition, where there’s both a lot of clean energy investment that’s happening with all of the new growth in manufacturing facilities in Georgia, but if you actually peel beneath the layers and you see what’s going on internal to the state as it relates to its electricity mix, there’s a lot to be concerned about.
And the question is, are we going to have public utility commissions and regulatory bodies that can adequately protect the public interest in making these decisions going forward? And I think that’s the million dollar question.
This episode of Shift Key is sponsored by …
Download Heatmap Labs and Hydrostor’s free report to discover the crucial role of long duration energy storage in ensuring a reliable, clean future and stable grid. Learn more about Hydrostor here.
Music for Shift Key is by Adam Kromelow.