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A trio of executive orders boost rare earth metals essential to batteries.

It’s not just drill, baby, drill (for oil) — it’s mine, baby, mine. Along with the shots at wind energy and the previous administration’s climate policy, President Donald Trump’s blizzard of energy and environmental policy announcements and executive orders on Monday included a boost to the domestic mining and refining of critical minerals.
The directives outlined a strategy that would promote both the extraction and, crucially, the processing of critical minerals in America and would look skeptically at importing them — especially from China.
Secretary of State Marco Rubio focused on Chinese mineral dominance as a national security threat in his confirmation hearing earlier this month, telling the Senate Foreign Relations Committee that China has “come to dominate the critical mineral supplies throughout the world … Even those who want to see more electric cars, no matter where you make them, those batteries are almost entirely dependent on the ability of the Chinese and the willingness of the Chinese Communist Party to produce it and export it to you.”
The German Marshall Fund has estimated that China makes up 60% of the supply of critical minerals and 85% of the processing capacity. The United States Geological Survey’s list of 50 critical minerals includes commonly used metals like aluminum, as well as a number of metals and minerals crucial for batteries and green energy technology like cobalt, lithium, graphite, and manganese.
While new reserves of lithium are constantly being discovered, China dominates refining of the metal, with 60% market share for refining battery-grade lithium, according to S&P. And the Trump administration’s interest in critical minerals may not be limited to the (current) boundaries of the United States; it is also one reason why the president is so interested in Greenland, which likely has massive stores of rare earth metals, including uranium.
In the executive order “Unleashing American Energy,” President Trump called for agency heads and relevant Cabinet officials to “identify all agency actions that impose undue burdens on the domestic mining and processing of non-fuel minerals and undertake steps to revise or rescind such actions,” along with specifically directing the secretary of Energy and the secretary of the Interior to make “efforts to accelerate the ongoing, detailed geologic mapping of the United States,” and “ensure that critical mineral projects, including the processing of critical minerals, receive consideration for Federal support,” respectively.
He also directed Cabinet officials not directly involved with energy and resources policy to lend their weight to the American critical mineral effort.The United States trade representative and secretary of Commerce were tasked with looking at overseas critical mineral projects to see if they’re “unlawful or unduly burden or restrict United States commerce” and to examine “the national security implications of the Nation’s mineral reliance and the potential for trade action,” indicating that Trump administration may likely continue a version of the Biden administration’s tariffs and restrictions on imports of Chinese critical minerals.
Critical minerals also showed up in executive orders where President Trump declared a “national energy emergency” and an order specific to resource exploitation in Alaska. In the emergency declaration, minerals were included alongside energy as areas whose “identification, leasing, development, production, transportation, refining, and generation capacity of the United States are all far too inadequate to meet our Nation’s needs.” In the Alaska order, “Unleashing Alaska’s Extraordinary Resource Potential,” minerals were listed alongside “energy, timber, and seafood,” as the “abundant and largely untapped supply of natural resources” that the state possesses, even as the order was largely specific to oil and gas projects like liquefied natural gas and oil drilling.
The Trump administration’s interest in critical minerals is not unique. The Biden Administration also pursued a domestic critical minerals policy, including approving and lending money to lithium mining operations.
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Our latest Heatmap Pro poll found one big reason why public support for data centers has plummeted.
Americans’ support for data centers cratered over the past nine months. Rising electricity prices are a big part of the reason.
A Heatmap Pro poll conducted in May found that seven in 10 Americans would oppose a data center being built near where they live, up from four in 10 when we asked the same question in August 2025. We also polled people on mounting electricity costs, providing them with about a dozen potential explanations for the surge in prices and asking whether they blame each one “a lot,” “a little,” or “not at all.”
Here, too, the shift in sentiment was definitive. More than half of respondents blamed the construction of new data centers “a lot,” up from just 28% in August, making it the top concern on the list. In the earlier poll, “more demand for electricity overall” — a related issue — received the most blame, while construction of new data centers specifically sat near the bottom of the list.
Whether data centers deserve all this blame is complicated. Electricity prices were already rising before the race to power artificial intelligence began in earnest. According to Heatmap and MIT’s Electricity Price Hub, the national average price rose 21% from November 2020 to November 2022, when ChatGPT was first released to the public. Utilities have been raising rates to cover the cost of maintaining and upgrading the aging power grid, but the drivers are also region-specific. In the West, rates are rising because of wildfire insurance and mitigation efforts such as burying powerlines. (Interestingly, Americans blamed rising costs less on extreme weather, such as wildfires and heat waves, in our latest poll than they did last summer.)
As for what Americans think is driving those costs, our polling results were fairly consistent across regions. Construction of new data centers topped the list everywhere except in the West, where “the oil and gas industry” received one percentage point more blame, while the oil and gas industry came in a close second in the Midwest and Northeast. In the South, the war in Iran ranked second in respondents’ minds. We did, however, see a divide between urban and rural respondents, with slightly more urban residents who considered “the Trump administration and Republicans,” “the oil and gas industry,” and “the war in Iran” to be the major drivers of power prices than data centers.
Though data centers are not the only culprit, they have contributed to higher prices in a few areas, most notably in the PJM electricity market. Market experts warn that this trend will become widespread as the buildout progresses unless lawmakers and regulators make changes to protect residential customers.
“The projected growth in data center demand is beyond anything (short of wartime industries) ever asked of the American power sector,” Travis Kavulla, the head of policy at Base Power Company, wrote in a recent essay for American Affairs. That requires a new market structure, he argued at a Heatmap News event on Wednesday. Rather than the first-come-first served interconnection queue, he advocated for an “open season” model. “It’s a process whereby the incremental cost of building out the grid is mechanically assigned to the incremental load growth,” he explained, “whereas otherwise it might be socialized broadly across consumers — and in a time of increasing inflationary prices, that would lead to a lot of cross-subsidization. It’s both a speed to power thing and a customer affordability thing.”
As my colleague Jael Holzman has reported, state leaders have generally been more inclined to explore regulatory fixes to the problem of rising electricity prices than to enact moratoria on new data center construction, the preferred path for many grassroots activists who oppose data centers. States such as Oregon and Vermont have already passed rules that aim to protect ratepayers from data center expansion, and many more states have introduced bills to do the same.
“The public isn’t opposed to data centers, they’re opposed to paying for them on their power bill,” Sarah Hunt, the president and CEO of the right-leaning Rainey Center, told Jael in a separate story about how data centers are splintering the Republican Party. The Rainey Center’s own polling found that telling voters about policies such as President Trump’s Ratepayer Protection Pledge, a voluntary pact signed by big tech companies that agree to pay the full cost of connecting data centers to the grid, made them more likely overall to support AI data centers.
Heatmap’s polling found that blame toward data centers is escalating at about the same rate among all political parties, roughly doubling across the board. Among Republicans, 40% of those who identify as MAGA blamed data centers “a lot,” while 45% of those who identify as non-MAGA did. Democrats were generally more fervent, with 62% assigning major responsibility to data centers.
One other consistent feature in our polling is that both opposition to and blame for data centers is strongest among young people aged 18-34. Blame for data centers declined as respondents got older, with 67% of the youngest cohort pointing the finger most strongly at data centers compared to 44% of those over 65. (Aging Americans’ primary culprit for higher prices? An aging electrical grid.)
The Heatmap Pro poll of 4,118 American registered voters was conducted by Embold Research via text-to-web responses from May 15 to 28, 2026. The survey included interviews with Americans in all 50 states and Washington, D.C. The margin of sampling error is plus or minus 1.6 percentage points.
It’s already been an historic year for wildfires. Even if your community doesn’t burn, you might still be in for hazy air.
The nation will mark an unhappy anniversary next week: the worst day for wildfire pollution exposure in U.S. history. On June 7, 2023, the skies over the Acela Corridor turned a sickly mustard yellow due to smoke pouring south from fires in northern Quebec; New York City recorded its unhealthiest ever score on the Air Quality Index at 484, more than 300 points above what’s considered healthy. In the years since, we’ve come to better understand the dangers of such “smoke events.” A study published earlier this year by researchers at UCLA was the first to estimate deaths specifically from long-term exposure to wildfire smoke, finding that it kills more than 24,000 people in the U.S. every year — more people than murderers.
The 2026 wildfire season is already one for the books. Fires had burned 2.4 million acres in the U.S. as of Monday, nearly double the 10-year average for the start of June. And the months ahead don’t look good — about 17% of the country is already in extreme drought, and an all-but-certain El Niño will bring warmer, drier conditions to the already volatile Northwest and suppress or delay monsoon precipitation elsewhere.
Where the smoke from any of the resulting fires actually goes is far less predictable, however, subject to impossible-to-forecast factors such as when there are human-caused ignitions, how big the fire is, what the winds are doing on a given day or even hour, and how much moisture is in the air, among other micro-factors. What’s actually burning makes a difference, too: trees, logs, and dense forest floor litter, called duff, have more mass than the flash-burning grasses of the Plains, meaning forest fires produce more soot and ash for distribution. “Literally, that is where the heavy emissions come from to get lofted with the intensity of a ground fire,” Pete Lahm, the branch chief for smoke at the U.S. Forest Service and the leader of the Interagency Wildlife Fire Air Quality Response Program, told me.
The current Fort Smith fire in the boreal forest of Canada is an example of how difficult it is to predict smoke exposure. Although northern Canada had a good snow year — which should in theory suppress major fires up there — there was a small pocket of dryness around Wood Buffalo National Park that ignited, ballooned into an almost 40,000-acre fire, and sent high-altitude smoke as far south as Chicago last week. Or take those wildfires in Quebec in 2023, which sent particulate matter as far south as Florida.
“The smoke went out to sea and came back in,” Lahm said of that event. “Who would have thought about that?”
As Will Barrett, the assistant vice president for nationwide clean air policy at the American Lung Association, told me, “No part of the country is immune from the impacts of climate change and the threat of increased pollution.” It’s always best to check your local air quality (which reflects a lot more than just wildfire particulates) and the national fire and smoke map when in doubt.
Much has already been said by now about the lack of snow in the Western U.S. “This year’s peak snowpack will be the new benchmark low for Wyoming, Utah, Colorado, and New Mexico,” reads the latest National Integrated Drought Information System report from the middle of May. “There are no comparable years.” Idaho, too, has “no historical comparison” for its lack of snow. In the Cascade Mountains and northern Sierras, where some of the country’s worst wildfires have historically occurred, many drought monitoring stations are likewise recording only trace amounts of snow.
Normally, melting snow helps stave off wildfire ignitions through the spring and early summer. When the snow melts too early — or isn’t there in the first place — the potential for explosive wildfires creeps higher much sooner. Forests also just have a lot of stuff — large trees, brushy undergrowth, forest floor leaf litter, homes and cars — which generates a lot of soot and ash.
In the southern half of Nevada and Utah, fuels are already “near or exceeding record dry levels,” per the latest National Significant Wildland Fire Potential Outlook, updated on Monday. What’s more, “Some of the fires are burning in the heavier fuels and timber of higher elevations, which is very unusual for late May” — and causes more smoke than grasses or chaparral.
The report also shows that above-average significant wildfire potential will consume almost the entire northwest corner of the U.S. — all of Washington, Oregon, Idaho, and southwest Montana — by August, and continue into September. The conditions resemble those of 2015, which turned out to be one of the worst fire seasons in Pacific Northwest history, the agency said. Everyone in the region is at risk from local wildfire smoke, regardless of what drifts in from other places.
“If California were to get active, Idaho and parts of Oregon can get slammed with that smoke,” Lahm told me. “Occasionally, with fires in the mid-Sierras, you’ll start to see impacts in Salt Lake City.” That’s especially true when there is above-normal plant growth in the Sacramento Valley and Sierra foothills, as there is this year. (“One sampling site in the Sierra Foothills,” the interagency report found, “recorded the second highest amount of growth in the 43-year period of record.”)
Lahm added a note of potential optimism to the smoke forecast in the West, pointing out that California is not in a severe drought at the moment. Southern California, home of the costliest fire in U.S. history last year, could be spared almost entirely thanks to the expected El Niño-induced above-average rainfall. “Maybe we won’t get the smoke from California this year,” Lahm allowed, before adding, “but California can get drier.”
The fire season is already well underway in the Southwest, with the airplane-crash-ignited Seven Cabins Fire in New Mexico the biggest active wildfire in the U.S. at 29,000 acres. Local air quality impacts are significant enough that the Forest Service already has air resource advisors involved, but Lahm told me long-range smoke impacts aren’t expected.
The southern and southeastern U.S. can sometimes feel repercussions from fires burning on the West Coast, though. “If we have a good Pacific Rim season, while really volume driven, there have actually been impacts in Louisiana, occasionally,” Lahm said.
Spring fires in Georgia and Florida have burned down into the duff, or “gone underground,” and could reemerge again in the coming months. Late May’s rainstorms could theoretically help curb fires in the Southeast, at least through the early summer. But forecasts show conditions drying out by late summer — El Niño increases wind shear, interrupting hurricane formation in the Atlantic basin and suppressing the tropical storms that normally keep the region wet through the hottest months of the year. Downed trees and brush from Hurricane Helene in 2024 remain an ongoing fire hazard, especially if they dry out.
The smoke in the Midwest isn’t usually of the homegrown variety, but being downwind of Canada and the western U.S. has made it no stranger to haze and red sunsets. According to the American Lung Association’s 2026 State of the Air report, which looks at the period from 2022-2024, “most of the Midwest” was “seriously impacted by high levels of ozone,” in part due to the “ozone-forming pollutants” generated when wildfire smoke interacts with urban air.
The snow conditions in Canada this year thankfully haven’t followed the pattern in the western U.S., and if things stay relatively wet up north, then it’s less likely the Midwest will experience the boreal wildfire smoke it may otherwise have grown accustomed to. But “say that smoke that came down from the [Fort Smith] fire decided to hit the ground in Chicago” last week, Lahm speculated to me. “It certainly would have probably contributed to [air quality] numbers above the standard, and if you’re sensitive and you’re not ready, then it’s a big deal.”
Because poor air quality often stems from fires burning in other places — which thus are often not top of mind — watching local air quality reports is especially important in the Midwest. No, the Fort Smith smoke didn’t hit Chicago last week, but it could have. More than any other region, the Midwest is a wildcard for smoke impacts.
Like the Midwest, the Northeast is often the victim of smoke from faraway fires. In 2025, for example, there were what Lahm described as “light impacts” in New York and Washington, D.C., from fires in Quebec, Ontario, and the Western U.S. “because of the volume of fire material being burned.” So far, though, the National Significant Wildland Fire Potential Outlook shows normal fire potential for the Mid-Atlantic region through September with “brief periods of elevated fire danger during windy days that follow dry periods.”
But as I’ve written before, the fire conditions in the East are also changing. The region has seen a 10-fold jump in the frequency of large burns over the past four decades. In fact, almost nowhere better represents the ability of local fires to cause unpredictable regional impacts than the East, where a likely human-caused fire in Brooklyn’s Prospect Park in 2024 sent particulate matter into surrounding neighborhoods.
If smoke defies long-range forecasts, then, the best method is to expect it and be pleasantly surprised if it doesn’t arrive. For most people, that means shaking off any leftover baggage you have around mask-wearing from the COVID-era and keeping a few N95s in the glove box. It also means knowing you’re at risk in the first place. Children under 18, adults over 65, and anyone who is pregnant or has a pre-existing respiratory or heart condition should be especially attuned to their local air quality. For those groups, having extra inhalers on hand or postponing a run could save a life.
“There are not a lot of places in the U.S. where being ready for some degree of smoke exposure, if you’re at risk, doesn’t make sense,” Lahm said. “It’s just good preparation. We keep a flashlight for when the lights go out in our homes — we need to look at smoke the same way.”
On offshore wind's defense, Three Mile Island, and virtual power plants
Current conditions: Heavy hail storms across Belgium, France, and Italy have injured at least 30 people • Powerful winds are churning up dust storms that are blanketing broad swaths of Delhi, India’s capital region • The United Nations just warned that El Niño weather patterns have an 80% chance of returning by September, threatening to supercharge weather extremes.
New York Attorney General Letitia James led a group of Northeast states in a lawsuit against the Trump administration to pay TotalEnergies nearly $1 billion to abandon its two offshore wind leases in the United States. The lawsuit comes on the heels of reporting by Heatmap’s Emily Pontecorvo that found, contrary to the administration’s announcements, the U.S. government’s agreement with Total didn’t actually require any new investments in fossil fuels, as the administration strongly implied, and that the payment may not have actually met the requirements to be drawn from a federal coffer designed to fund legal settlements. “After repeatedly losing in court, this administration cooked up a sham deal to pay a foreign energy company hundreds of millions of taxpayer dollars to abandon offshore wind and invest in oil and gas instead,” James said in a press release. “We are fighting back to stop this illegal agreement that threatens to erase over a thousand union jobs and cheat millions of New Yorkers out of clean, affordable energy.” New Jersey, Connecticut, Maine, Massachusetts, Rhode Island, and Vermont joined the litigation.
Meanwhile, New York State lawmakers are preparing to pass legislation enacting a one-year moratorium on large centers by the end of the week, Assembly Speaker Carl Heastie told Gothamist, as Democrats caution that the grid can’t handle the new demand. On X, reporter Jimmy Vielkind warned that it’s unclear whether Governor Kathy Hochul would sign the bill. Data from the website Data Center Map shows that the state has more than 130 data centers, nearly half of which are located in the New York City metropolitan area.

The House of Representatives voted Tuesday to pass a package of bills aimed at bolstering development of geothermal energy in the U.S. The package overhauls geothermal-specific rules for permitting and land sales to speed up the timelines for deploying the technology. In a statement, Representative Alexandria Ocasio-Cortez, a progressive from New York who is widely discussed as a potential contender for the 2028 Democratic presidential nod, thanked her Republican colleagues for working across the aisle on the legislation. “At a time of extreme political polarization, this package shows that Congress can still come together on commonsense solutions to better the lives of the American people,” she said.
Meanwhile, the Trump administration is eliminating a network of sensors designed to track environmental changes off America’s shores. A decade ago, the U.S. government built a $368 million deep-ocean observation system to monitor coastal environments and marine life and track the shifting ocean currents that affect global weather patterns. Not for long. On Tuesday, The New York Times reported that the National Science Foundation planned to “dismantle” the system, removing more than 900 deep-sea instruments anchored off Oregon, Washington State, Alaska, North Carolina, and the Irminger Sea between Greenland and Iceland. The federal agency said the decision to scrap the Ocean Observatories Initiative aligns with a “wider strategy to have a nimbler approach to prioritizing support for evolving scientific priorities.” But Craig McLean, a former acting chief scientist at the National Oceanic and Atmospheric Administration during President Donald Trump’s first term, said the move “reflects the further lack of understanding that the current administration has of scientific value and scientific merit.” He added: “By dismantling such a system, we push the United States back yet again into a rear seat in global scientific leadership.”
The world’s meager capacity to remove carbon dioxide from the atmosphere already falls far short of what’s needed to bend the curve on climate change. Now, as Emily wrote of a new report, “the chasm is widening.” On Tuesday, the academic consortium behind the State of Carbon Dioxide Removal report put out the third version of the analysis. The findings are sobering. While research and deployment of carbon removal technologies has made progress in the past two years, it is still not growing quickly enough to reach the scale required to support the Paris Agreement temperature limits. “We’re seeing a lot of signs that there’s still growth happening,” Morgan Edwards, an assistant professor of public affairs at the University of Wisconsin, Madison, and one of the authors, told Emily. “But we need to see a step change in both early indicators like investment and also actual deployments” between now and 2030, in addition to major emission reductions.
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The Federal Energy Regulatory Commission has given Constellation Energy, the nation’s largest operator of nuclear plants, approval to transfer the right to connect to the grid from its Eddystone gas-fired plant outside Philadelphia to the Three Mile Island nuclear plant. The approval marks a major step forward for Constellation’s plan to turn the defunct atomic station into its new Crane Clean Energy Center and begin producing electricity as early as next year. Previously, PJM Interconnection, the regional grid operator, had warned that the plant could not begin supplying new power until 2031. But Constellation said this week’s waiver puts it back on track for a 2027 restart.
Meanwhile, Europe’s top producer of nuclear fuel is ramping up its capacity in the U.S. Urenco, the nuclear fuel enricher co-owned by the British and Dutch governments, on Tuesday announced plans to expand capacity at the only U.S. commercial uranium enrichment facility by nearly 50%, marking what it called a major commitment to strengthening the domestic supply chain. The multi-billion-dollar investment will increase the output from the firm’s National Enrichment Facility in Eunice, New Mexico. “For more than 15 years, Urenco USA has provided its U.S. utility customers with a reliable domestic supply of enriched uranium to power their nuclear reactors,” Boris Schucht, the chief executive of Urenco Global, said in a statement. “This expansion reinforces our commitment to a resilient U.S. nuclear fuel supply chain focused on meeting the long-term needs of our customers as well as supporting U.S. energy security through continued investment by Urenco.”
Virtual power plants — software that can tap into networks of distributed energy resources such as solar panels and batteries to supply the grid in times of need — are having a moment as demand from data centers runs laps around any new supply. And while my colleague Katie Brigham recently outlined the steep challenges this technology faces, the deals keep coming. On Tuesday, Google announced a three-year deal with the VPP provider Voltus to supply up to 100 megawatts of new electricity capacity from distributed resources in the country’s highly stressed largest grid, PJM Interconnection. “Under the agreement, Voltus will orchestrate flexible distributed resources — such as batteries and smart thermostats — to reduce energy demand when the grid needs it, paying the local homes and businesses who participate,” Michael Terrell, Google’s global head of advanced energy, wrote in a blog post. “This enables new capacity for the system, channels investment into local communities, and strengthens the grids that serve our data centers.”
Nearly a year after launching a new company focused on manufacturing next-generation medium-voltage power electronics that can better integrate solar, wind, and data centers onto the grid, former Tesla executive Drew Baglino has struck a major deal. His new startup, Heron Power, just inked an agreement with LG Energy Solution to integrate its solid-state transformer technology with the South Korean battery giant’s energy storage systems in the U.S. “This collaboration reflects a shared commitment to advancing American energy manufacturing and delivering next-generation infrastructure at scale,” Baglino, who serves as Heron’s chief executive, said in a statement. “By engineering a holistic solution together, we are unlocking higher power density, greater efficiency, and faster deployment for developers building the grid of the future.”