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An age-old tension, resolved.

For as long as I’ve been an energy reporter, I’ve been asked a scoffing question by moderates and conservatives: If Democrats really cared about climate change, shouldn’t they embrace nuclear power?
It’s a fair question. Nuclear energy, after all, can produce vast amounts of electricity without emitting planet-warming greenhouse gas pollution. It already generates more zero-carbon electricity in America than wind turbines and solar panels do combined; unlike renewables, it can provide power all day and night, even when the sun isn’t shining and the wind isn’t blowing. The countries that have seen the largest year-over-year drops in carbon pollution — e.g. France — have generally done so by building a new fleet of nuclear reactors.
It’s also a factual question. For years, even as Democrats railed against fossil fuels, they dilly-dallied on nuclear issues. The party’s leaders in statehouses and legislative chambers around the country worked to shut down aging nuclear reactors or approved nuclear-skeptical regulators. President Barack Obama cheered next-generation nuclear in speeches, but appointed extremely nuclear-skeptical regulators to oversee the industry. (One of his first appointees to the Nuclear Regulatory Commission, Gregory Jaczko, has called for a global ban on nuclear energy since leaving the government.)
Even though nuclear reactors produced most of America’s zero-carbon electricity, they remained the, well, glowing-blue-haired step-child of America’s grid: Democrats regularly railed against fossil fuels, and they felt comfortable paying lip service to far-off atomic technologies, but they did not lavish nuclear with the unqualified support that they gave renewables. Instead, they let the nuclear industry slip into senescence. This mild toleration was punctuated by moments of extreme cognitive dissonance, such as when New York Governor Andrew Cuomo shut down the Indian Point nuclear power plant in 2021 without lining up new zero-carbon generation to replace it — leading the state’s carbon emissions to soar.
Of course, Democrats didn’t have to do much to kill nuclear: At the same time, the market was doing a perfectly good job of it. As cheap natural gas flooded the American energy system in the 2010s, more and more nuclear plants became too expensive to run. From 2012 to 2022, 12 nuclear reactors shut down in the U.S., taking nearly 10,000 megawatts of low-carbon generation offline.
That was the status quo as recently as 2020 or even 2022. And it has remained the status quo in energy commentary. “What role, if any, does [Vice President Kamala Harris] see for nuclear power in her energy and climate plans?” asked The New York Times columnist Bret Stephens last month, in a column titled “What Harris Must Do to Win Over Skeptics (Like Me).” At the vice presidential debate earlier this month, Republican nominee JD Vance even alluded to the argument amid a broader paean to fossil fuels. “If you really want to make the environment cleaner, you've got to invest in more energy production,” Vance said. “We haven't built a nuclear facility — I think one — in the past 40 years.”
In fact, Vance is wrong: The United States recently turned on two new nuclear reactors in Georgia — the first newly built reactors in America in 30 years. But this idea — Why aren’t we building more nuclear reactors? Why don’t Democrats do more to help nuclear? — has been a throughline of energy punditry since well before Vance was a best-selling author.
So I want to intervene in this conversation and note that the answer has now changed. Democrats are a pro-nuclear party now — not uniformly, but then again, neither are Republicans. Over the past several years, Democratic lawmakers and officials have adopted a slate of aggressively pro-nuclear policies and characterized the technology as pro-climate. Secretary of Energy Jennifer Granholm has called for America to build a new wave of conventional nuclear reactors — going much further than Obama ever did. Sometimes working with Republicans — but sometimes working alone, too — Democrats have pushed billions of dollars of support toward conventional nuclear reactors and the nascent advanced nuclear industry.
It’s worth stepping back here and going over what has actually changed.
For the past 10 years at least, both parties have been credibly committed to building up the advanced nuclear industry — the theoretical next generation of nuclear reactors that will be smaller, cleaner, and safer than the behemoths built during the Cold War. During the Trump administration, Congress passed a bipartisan bill meant to push along the advanced nuclear industry. It also passed the Energy Act of 2020, which authorized a demonstration program for advanced nuclear reactors.
The Biden administration has continued this support. The bipartisan infrastructure law created a $6 billion program that would pay existing nuclear power plants to stay open. At least $1.1 billion of that money will go to keeping Diablo Canyon, California’s only operating nuclear facility and its largest power plant, from shutting down; it was originally slated to close in 2025.
Earlier this year, Biden also extended a key program that indemnifies the nuclear industry for the cost of nuclear accidents and disasters above $16.1 billion.
But perhaps the most important nuclear law passed in the past five years is the Inflation Reduction Act, the Biden administration’s signature climate package. For the first time ever, that law embraced the idea of “technology neutrality,” which means that electricity generated by nuclear reactors is now on the same footing as power from wind turbines or solar panels. If a method of electricity generation emits almost no carbon, then the government subsidizes it under the IRA.
The law is already helping restart nuclear reactors that have recently closed such as the Palisades reactor in Michigan and Three Mile Island in Pennsylvania. The utility giant NextEra is also exploring plans to restart the Duane Arnold nuclear plant in Iowa, which closed in 2020. If those go through, then it will be able to take advantage of Inflation Reduction Act funding, as well.
Lawmakers from both parties have continued to back advanced nuclear research and deployment. Under Biden, Congress passed the ADVANCE Act, containing a hodgepodge of policies meant to help the advanced nuclear industry. Among other changes, it instructs the Nuclear Regulatory Commission to move faster when approving new reactor designs, and it changes that agency’s mission statement to more affirmatively support nuclear development.
Biden administration officials haven’t just backed that legislation, they’ve also asserted that it will “help us build new reactors at a clip that we haven’t seen since the 1970s,” as Michael Goff, who leads the Energy Department’s nuclear office, bragged in a statement.
The irony is that nuclear plants are now doing well enough that Congress has clawed back some of the money from the bipartisan infrastructure law. The industry, seemingly, doesn’t need it any more, and no additional nuclear reactors have been scheduled to shut down. In 2024, Congress stripped up to $3.7 billion to pay for a program to produce a type of high-assay used in next-generation nuclear reactors.
Democrats have begun to brag about their nuclear policymaking efforts on the campaign trail, as well. In her speech on economic policy earlier this month, Kamala Harris included “advanced nuclear” in a list of technologies that her administration would support.
“We will invest in biomanufacturing and aerospace; remain dominant in AI and quantum computing, blockchain and other emerging technologies; expand our lead in clean energy innovation and manufacturing,” she said, “so the next generation of breakthroughs — from advanced batteries to geothermal to advanced nuclear — are not just invented but built here in America by American workers.”
The party’s Senate candidates have become even more positive about nuclear energy. Candidates in Arizona, Michigan, Florida, and Texas have all backed nuclear power, as the reporter Alexander Kaufman at Huffpost has shown.
This transformation has happened even though the big big environmental groups that have historically set the party’s energy priorities have not changed their mind on nuclear. Although many green groups have scaled back or defunded their anti-nuclear activism, their rhetoric remains staunchly anti-nuclear. The Sierra Club calls nuclear power a “uniquely dangerous energy technology for humanity” and states on its website: “The Sierra Club remains unequivocally opposed to nuclear energy.”
The party’s approach to nuclear hasn’t informed all its policy yet. The Biden administration’s nominations to the Nuclear Regulatory Commission have been criticized by pro-nuclear advocates for continuing the status quo or for not knowing enough about the advanced nuclear industry.
But Democrats are, by any measure, much more pro-nuclear now than they were 10 years ago — and much more pro-nuclear than they were a decade before that. (It’s often forgotten now that President Bill Clinton’s would-be climate policy, the BTU tax, also would have levied a fee on nuclear reactors.) Republicans also remain fairly pro-nuclear: Donald Trump has promised to approve “hundreds of new power plants,” including “new reactors,” during his presidency.
What remains unclear is whether both parties can persist in this new pro-nuclear formation. Nuclear energy is popular with a majority of the public, but only just; 56% of Americans favor building more nuclear power plants, according to the Pew Research Center. And there are signs, if you squint, of a potential coming era of GOP skepticism of nuclear power — part of the party’s broader turn against science and high-trust institutions.
Signs like: Robert F. Kennedy, Jr., who has been added to Trump’s transition team, believes that nuclear power is unsafe and uneconomical. Even Trump himself, in conversation with Elon Musk, has worried about “nuclear warming” — it’s not clear what he was talking about, but it might be nuclear war — and said that nuclear has a “branding problem.” Even if Trump continues to support the idea of building “new reactors,” his potentially illegal plan to claw back the Inflation Reduction Act’s unspent funding may lead to pandemonium in the sector. If the nuclear industry is now planning on receiving IRA subsidies, then ending those subsidies — especially in a messy or chaotic way — could spell disaster.
There are identity-driven reasons for Republicans to turn on nuclear, too: The nuclear energy industry is more unionized than any other energy source, and it requires a highly institutionalized and educated workforce. (Yet not all the trends augur a realignment: Nuclear power remains much more popular with men than women.)
For now, though, both parties — including Democrats — support building new nuclear power plants. The economics are good for once, too. The question now is how long that will hold.
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PJM is back open for business, but the new generation applying to interconnect is primarily natural gas.
America’s largest electricity market is looking at hooking up new power generation again, and a lot of it is natural gas.
PJM stopped evaluating new generation in 2022, when the backlog of projects awaiting interconnection studies stood at 2,664, of which 1,972 — representing 107 gigawatts, about two-thirds of the total — were renewables.
“They’ve been spending these past four years working through the backlog, studying everything that’s in there, and that process is up,” Jon Gordon, senior director at Advanced Energy United, told me.
The electricity market announced last August that applications for the first cycle of interconnection studies under a new, reformed process would be due this week. Some 811 projects with a combined capacity of 220 gigawatts made the Monday deadline, PJM said Wednesday. This time around, the mix looks a little different.
While solar, storage, and solar-and-storage projects make up more than half the queue by number (536 in total), by capacity, nearly half is natural gas, with 106 gigawatts out of around 220 gigawatts total.
For years, some of the strongest advocates of interconnection queue reform at PJM have been advocates for renewables. With the wait for interconnection stretching up to eight years, solar and wind projects in particular found themselves in trouble. Even as the cost of solar had been dropping dramatically, higher inflation and higher interest rates following the COVID pandemic and Russian invasion of Ukraine made developing renewables more expensive — and that was before Donald Trump regained the White House and declared war on clean energy.
Since 2020, PJM said in a March blog post, 103 gigawatts of interconnection agreements resulted in just 23 gigawatts of new generation being added to the grid. Three-quarters of projects that PJM studied withdrew from the process at some point before sending power to the grid.
PJM spent the past four years reviewing old projects and developing a process designed to get interconnection service agreements done in two years at most. The round of projects submitted up through this week will not be evaluated on the “first-come, first-served” model that had bedeviled the previous system. Instead, PJM has adopted a “first-ready, first-served approach,” which the organization says will mean “prioritizing projects that are more advanced and better positioned to move forward.”
The reformed queue couldn’t come soon enough. Over the past four years, PJM has become desperate for more power to serve exploding data center demand and help alleviate high prices.
Since 2020, electricity prices in PJM have risen almost 50%, from 12.6 cents per kilowatt-hour to 18.7 cents per kilowatt-hour, according to data from Heatmap and MIT’s Electricity Price Hub. Typical electricity bills have risen from around $128 a month to about $161.
“Current projections show a potential capacity shortfall of 50 GW to 60 GW in the next decade, primarily driven by large load growth,” PJM said last month. For reference, a gigawatt is enough to power a city of around 800,000 homes. PJM’s existing installed capacity is around 180 gigawatts.
When I asked Gordon about the large presence of natural gas in the new queue, he pointed to data centers, which “have become a massive sea change to the whole landscape of energy.” That goes especially for the scale of planned facilities, such as a planned 1.4-gigawatt data center campus on a 700-acre footprint in Cumberland County, Pennsylvania.
“Now they're talking gigawatt-size data centers that would require, potentially, an enormous natural gas plant — maybe more than one,” Gordon said. Getting the requisite financing and permitting for renewable and storage resources to power such a large-scale project would be “enormously challenging,” he added. Meanwhile, “natural gas has risen to the fore here, and it’s getting a lot of tailwind from the Trump administration.”
(Something else eagle-eyed readers may have spotted in the numbers on new planned projects: their average size is much bigger than those in the queue as of 2022. The new batch comes in at an average size of nearly 272 megawatts each, compared to around 60 megawatts for the old one. That holds especially for solar, storage, and solar-plus-storage projects, which clock in at nearly 198 megawatts on average, compared to just 54 in 2022.)
Earlier this year, governors of states in the PJM region, led by Pennsylvania’s Josh Shapiro, and the White House agreed on a $15 billion special auction for procuring new generation in PJM. That came after PJM’s most recent capacity auction — in which generators bid to be compensated for their ability to stay on the grid in times of need — failed to meet even PJM’s preferred reliability margin.
Pressure continued to mount on the electricity market following the capacity auction, as federal regulators took it to task for its failure to get more generation online. Two weeks ago, PJM put some meat on the bones of the White House agreement by proposing a two-stage process, whereby power customers would directly contract for new generation with power supplies starting in September and PJM would facilitate an auction for whatever was still necessary to meet its capacity increase goals by March of next year.
The plan met a cool reception in Washington, where Federal Energy Regulatory Commission Chair Laura Swett said she was “a bit perplexed” by the PJM proposal, adding it didn’t meet the timeline set out by the White House and the PJM governors to hold an auction this year
While PJM may be able to reform its own processes or come up with special procurements, there’s still the same old issues that have bedeviled energy buildouts everywhere.
Projects that have already been approved are facing “hurdles such as state permitting and supply chain backlogs,” PJM said Wednesday.
That being said, renewables and storage can still benefit from an improved interconnection process, Gordon told me. “Renewables would have always benefited, and still will benefit from improved interconnection,” Gordon told me. That’s largely because renewable projects tend to be smaller on a per-project basis than gas, let alone nuclear, and are more plentiful in number, and therefore stand to benefit disproportionately from faster reviews.
The real tragedy, Gordon said, is that more renewables couldn’t come online when the political and economic winds were blowing in their favor. Projects that were submitted to the queue before its closure in 2022 were “probably very economic back then,” he told me. “They died on the vine as they waited in the queue.”
Current conditions: The Gulf Coast states are bracing for a series of midweek thunderstorms • Temperatures are rocketing up near 100 degrees Fahrenheit in Lahore, Pakistan • San Juan, Puerto Rico, is facing days of severe thunderstorms.
Compass Datacenters is quitting a yearslong bid to build a key part of a 2,100-acre data center corridor in northern Virginia amid mounting pushback from neighbors, marking one of the highest profile examples yet of political opposition killing off a major server farm. The company, backed by the private equity giant Brookfield Asset Management, has gunned for Prince William County’s approval to turn more than 800 acres into a portion of the data center buildout. But after spending tens of millions of dollars on the effort, the firm decided that political resistance to providing tax breaks had created what Bloomberg described Wednesday as “too many roadblocks,” prompting a withdrawal.
The data center backlash, as Heatmap’s Jael Holzman wrote in the fall, is “swallowing American politics.” Polling from Heatmap Pro has shown that public resentment toward server farms they perceive as driving up electricity bills, sucking up too much water, or supporting software that threatens human jobs is rapidly growing. Data centers, as Jael wrote last week, are now more controversial than wind farms.
Nuclear startups taking part in the Department of Energy’s reactor pilot program are approaching the agency’s July 4 deadline to split their first atoms, and companies are making deals left and right for new projects. But just four firms have so far secured commercial offtakers, announced project-specific financing, and locked down contracts with suppliers and construction partners. That’s according to new data from a report by the policy advocate Third Way, shared exclusively with me for this newsletter. TerraPower’s nuclear project in Kemmerer, Wyoming, which broke ground this month, is in the lead, with the most advanced application before the Nuclear Regulatory Commission. Amazon-backed X-energy has two projects that have achieved all three preliminary milestones. Holtec International’s small modular reactor project in Michigan and GE Vernova Hitachi Nuclear Energy’s debut unit at the Tennessee Valley Authority — each of which recently received $400 million in federal funding, as I previously reported — are close behind.
Among the report’s other takeaways: Federal policy is “too often rewarding hype instead of commercialization readiness,” and the U.S. needs to winnow down the technologies on offer.
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The Federal Emergency Management Agency has officially entered what CBS News called “a financial danger zone” that threatens to limit spending to only the most urgent life-saving needs. The status, called Imminent Needs Funding, is triggered when FEMA’s Disaster Relief Fund drops below $3 billion. The depletion is a symptom of the partial government shutdown of FEMA’s parent agency, the Department of Homeland Security, whose funding has become hotly political over the hardline actions by Immigration and Customs Enforcement. But the timing couldn’t be worse: Hurricane season is about a month away. “Disasters are unpredictable. They’re very costly. We don’t know what could happen between now and June 1,” FEMA Associate Administrator Victoria Barton told the network.
This was all predictable. Back in February, Heatmap’s Jeva Lange warned that the DHS shutdown would “starve local disaster response.”
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The U.S. is racing to get new nuclear projects off the ground. But it’s not yet clear where all the new reactor fuel is going to come from, especially once federal law fully bans all imports of Russian uranium in 2028. A new uranium mining project has started up operations this week in Wyoming’s Shirley Basin. The reactivated mine was previously considered the birthplace of in-situ recovery mining, a more eco-friendly method of extraction that involves injecting a solution into rock that dissolves minerals, then pumping that fluid to the surface for collection. The developer, Ur-Energy, said it’s returning to operations to power at least the next nine years of uranium demand in the U.S.
The milestone at the uranium mine comes as global mining deals reached a new high in the first three months of this year. Global law firm White & Case LLP recorded 121 mergers and acquisitions in the sector in the first quarter, up from 117 a year earlier and 102 in 2024, according to Mining.com. It’s the strongest first quarter since 2023. “The math is unforgiving,” the Breakthrough Institute’s Seaver Wang and Peter Cook wrote in an Ideas essay for Heatmap this week. “We need more minerals, and we need them soon.”

Another week, another new full-scale nuclear reactor has come online in China. On Wednesday, World Nuclear News reported that Unit 1 of the San’ao nuclear station in eastern Zhejiang province has entered commercial operation. The reactor is the first of six Hualong One reactors planned for the site. The Hualong One is China’s leading indigenous reactor design, borrowing heavily from the Chinese version of the Westinghouse AP1000, America’s leading reactor.
South Africa, meanwhile, is making a bid to lure engineers working abroad to come home to help the country build up its own nuclear sector once again. The plan, detailed by Semafor, “aims to attract skilled migrants and South African expatriates, especially those working in the United Arab Emirates,” which hired large numbers of local engineers during the buildout of the Gulf nation’s debut Barakah nuclear plant over the past decade.
Even before China made a big gamble in recent months on green hydrogen to ease the effects of the Iran War’s hydrocarbon shock, the country’s electrolyzer manufacturers were already starting to dominate the industry. Now the first Chinese electrolyzer manufactured in Europe is due to be assembled in the coming weeks. RCT GH Hydrogen, a joint venture between the Jiangsu-based electrolyzer maker Guofu and the German technology company RCT Group, is on track to roll out its first unit in June, Hydrogen Insight reported Wednesday.
Representatives Jared Huffman and Jamie Raskin announced an investigation into the $1 billion offshore wind deal with the Trump administration.
Two House Democrats are going after TotalEnergies after the company ignored an earlier request to defend its $1 billion settlement with the Trump administration to walk away from offshore wind.
Jared Huffman, the ranking member of the House Natural Resources Committee from California, and Jamie Raskin, the ranking member of the House Judiciary Committee from Maryland, sent a letter on Wednesday informing Total’s CEO Patrick Pouyanné that they have opened a formal investigation into the company.
“We’re going to get every document, every email, every last receipt on this deal, and every person who had a hand in this is going to answer for it,” Huffman said in a press release. “What I have to say to TotalEnergies is this: Consider yourself on notice, we’re coming for you.”
The move comes just a day after the Trump administration announced two additional identical settlements resulting in the cancellation of two more offshore wind leases.
The letter states that Total’s March 23 settlement with the Interior Department was unlawful in “at least four separate ways.” It demands that Total preserve all records related to the deal and requests that it put the $928 million it was granted by the settlement into escrow until the investigation concludes.
Huffman and Raskin first reached out to the Interior Department and Total on April 6 requesting documents and communications between the two parties related to the deal by April 20. Neither party obliged. Shortly before the deadline, however, the Interior Department published the settlement agreements it signed with Total. The settlements “confirm and surpass our worst fears of what has taken place,” the two representatives wrote on Wednesday.
The settlements state that the agency would have ordered Total to suspend operations on the leases due to national security issues. This “appears to have been a fabricated justification for canceling the leases,” the letter says, citing a discrepancy between when the settlements suggest that the company had reached an agreement with the Trump administration — November 18 — and when the earliest reports of anyone reviewing the national security concerns occurred — November 26.
“That timeline raises the troubling possibility that the national security assessment was not merely pretextual, but also that TotalEnergies may have negotiated the final settlement agreement with full knowledge that the rationale for canceling the leases was false,” Huffman and Raskin write. The fact that Pouyanné has stated publicly multiple times that the company came to the Interior Department with the idea for the settlement supports that conclusion, they add.
Putting the timeline of national security concerns aside, the settlement disregards the law governing offshore wind leases, Huffman and Raskin argue. The Outer Continental Shelf Lands Act says that when the government cancels a lease that does not yet have an operating project on it, the company is entitled to the “fair value” of the lease at the date of cancellation. The nearly $1 billion figure — which is the amount the company paid for the two leases in 2022 — is “almost certainly a significant overpayment even under the most favorable reading of the statute,” the lawmakers write.
The letter also questions the use of the Department of Justice’s Judgment Fund, a reserve of public money set aside to pay for agency settlements. On one hand, Interior Secretary Doug Burgum recently characterized the payment as a “refund” in testimony before Congress — a type of payment that the Judgment Fund is not authorized to make. On the other hand, even if it was technically a settlement, it doesn’t meet the Judgement Fund’s standard of “a genuine contested dispute over liability or amount,” Huffman and Raskin write. The Interior Department never issued a stop work order to Total. Neither of the company’s projects had even started construction yet.
If the settlement is allowed to go through, the lawmakers warn, any future U.S. administration could repeat the formula to enact their own agenda. “The only requirements would be a hypothetical threat, a side agreement, and a check drawn from a permanent, uncapped federal account that Congress never authorized for this purpose,” they write.
Lastly, Huffman and Raskin accuse the Trump administration and Total of sticking an unlawful clause in the settlements that declare the agreements “not judicially reviewable.” They assert that only Congress has the power to restrict judicial review. Their letter declares that the provision “accomplishes nothing legally,” and characterizes it as evidence that the parties knew the deal would not survive scrutiny.
In addition to preserving records and putting the funds in escrow, the letter to Total again demands a list of documents related to the deal, providing a new deadline of May 13. We’ll see if the company feels compelled to comply. Huffman and Raskin would need the support of the full House to find Total in contempt of Congress, and it’s not clear they would have the numbers.