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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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Current conditions: A series of tornadoes has flattened entire neighborhoods in central and southern Mississippi, causing what one pastor called “just total devastation” • The heat index across the northern half of the Philippines’ main island of Luzon could feel as high as 122 degrees Fahrenheit, raising the risk of heat stroke • There will be some hot moms in Phoenix this weekend when temperatures in Arizona’s sprawling capital top 108 degrees on Mother’s Day.
President Donald Trump’s attempts to kill the offshore wind industry through regulatory fiat have largely failed to hold up in court. But as the administration finds new success in paying off developers to abandon ocean leases for seaward turbines, it’s attempting the original playbook now on the onshore wind sector, holding up more than 150 projects by refusing to give out once-routine approvals from the Department of Defense. That includes projects that are nowhere near military bases or defense-related infrastructure, and comes despite the fact that U.S. policymakers across the political spectrum agree we need to bring as much new power online as quickly as we can to meet booming demand from data centers and electrification. “This is the strategy for how you kill an industry while losing every case: just keep coming at the industry,” an energy lawyer told Heatmap’s Jael Holzman. “Create an uninvestable climate and let the chips fall where they may.” In other words: The bombardments may fail, but the siege can win..
When French energy giant TotalEnergies became the first offshore wind developer to take up Trump on his offer of $1 billion to abandon two projects back in March, the administration’s effort to kill off an industry Trump has personally opposed since long before he gained political power seemed to finally be catching a foothold following a series of legal retreats. By April, however, blowback to the deal had started building. Reporting from Heatmap’s Emily Pontecorvo found that the U.S. government’s agreement with Total didn’t actually mandate any new investments in fossil fuels, as the administration strongly implied, and that and that the payment may not have actually met the requirements to be drawn from a federal coffer designed to fund legal settlements. Shortly afterward, House Democrats announced plans to investigate Total’s contract with the government. This week, California regulators launched their own probe into one of two new developments that took up Trump’s offer, a floating offshore wind project that was set to be the first such project on the West Coast. Now one of the largest U.S. pension funds is reconsidering its stake in Total. Citing “significant concerns” over Total’s decision to cancel its two offshore wind leases and double down on fossil fuels, the New York State Common Retirement Fund said it would evaluate selling the $1.6 million stake in the company.
In a letter to Total CEO Patrick Pouyanné that the Financial Times reviewed, Thomas DiNapoli, the New York State comptroller and trustee of the retirement fund, said: “As the fund continually evaluates companies based on credible transition plans, portfolio companies’ backtracking may impact the fund’s risk assessment results and proxy voting decisions.” While “TotalEnergies had sought to be a leader in [the] energy transition,” he added, “now investors are left scratching their heads over how the board came to this decision to abandon that strategy and what it means for the future of the company and our stake in it.” In Total’s home country, the picture for offshore wind looks quite different. While Paris remains committed to expanding its world-leading nuclear fleet, a new floating offshore wind farm off France just started pumping electricity onto the grid.
Occidental Petroleum has once again pushed back the opening of the world’s largest carbon removal facility, with executives warning that they’re uncertain how quickly the delay can be resolved. Construction on the direct air capture megaproject in West Texas, known as Stratos, has been mostly complete for months. Last August, the company revised the start date to the end of the year. In February, Occidental said the operations would begin by the second quarter of this year. But in its first-quarter earnings call Wednesday, Richard Jackson, Occidental’s chief operating officer, who will take over for CEO Vicki Hollub when she retires at the end of this month, told analysts “the technology and process unit operations performed as expected.” He said the company had “identified an issue related to non-process components of the facility, unrelated to the technology” and was “currently evaluating the repair timeline and assessing the impact on the operations schedule,” according to Occidental’s official transcript of his remarks. When I emailed the company to ask for more details on what issues and specific components are holding up the project, a spokesperson responded: “We have nothing to offer beyond what Richard said that it’s non-process and we’ll provide an update next quarter.”
Make no mistake, it’s not all doom and gloom for DAC. Colorado and Wyoming this week signed an agreement to work together on carbon storage infrastructure. And a major breakthrough in Kenya “signals a new era” for geological storage of carbon dioxide, so heralded the Carbon Herald.
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The United States has expanded its sanctions on Cuba, forcing the Canadian miner that had been the Caribbean nation’s biggest foreign investor to flee as the Trump administration ramps up its effort to topple the 67-year-old communist regime and reassert Washington’s suzerainty over the island just 90 miles south of Florida. The new sanctions on Thursday, which came days after Trump broadened the U.S. embargo on Cuba, sent the price of shares in Canada’s Sherritt International Corporation tumbling 41% by the time the market closed in North America. For the past 32 years, the company has operated a nickel and cobalt mining operation on the island, providing one of Cuba’s few commercial lifelines into the global economy. While Sherritt said it had not yet been designated for sanctions, a listing “could occur at any time,” the company warned, and banks and other vendors might be “unable or unwilling” to keep supplying the firm. “In any event, the mere issuance of the executive order itself creates conditions that materially alter the corporation’s ability to operate in the ordinary course, including activities related to Sherritt’s Cuban joint venture operations,” Sherritt said in a statement on its website. “This is a massive blow to an already sinking economy,” Ricardo Torres, a leading Cuban-born economist at the American University in Washington, told the Financial Times.
The internal combustion engine is still the profit motor for Volkswagen. But when the world’s second-largest automaker reported its first-quarter earnings last week, the company said its latest electric vehicles are up to 80% as profitable as gasoline-powered alternatives. That’s according to a nugget InsideEVs highlighted this week from the investor update. Once Volkswagen launches its newest modular blueprint for its electric vehicle offerings — known internally as the Scalable Systems Platform, or SSP — the margins are expected to align more closely, said Arno Antlitz, the German auto giant’s chief financial officer. “We expect the margin to be fully comparable only with our future SSP platform,” he said.
Things are looking sunnier for what has long been the weakest sector of the American solar industry. SEG Solar, a Houston-based manufacturer, has announced plans to add 4 gigawatts of module production capacity to its factory in Texas’ largest city, creating a 6-gigawatt facility. The move comes as Elon Musk has vowed to dramatically scale up Tesla’s solar manufacturing capacity and First Solar builds its own 4-gigawatt facility.
And more of the week’s top news around development conflicts.
1. Benton County, Washington – The bellwether for Trump’s apparent freeze on new wind might just be a single project in Washington State: the Horse Heaven wind farm.
2. Box Elder County, Utah – The big data center fight of the week was the Kevin O’Leary-backed project in the middle of the Utah desert. But what actually happened?
3. Durham County, North Carolina – While the Shark Tank data center sucked up media oxygen, a more consequential fight for digital infrastructure is roiling in one of the largest cities in the Tar Heel State.
4. Richland County, Ohio – We close Hotspots on the longshot bid to overturn a renewable energy ban in this deeply MAGA county, which predictably failed.
A conversation with Nick Loris of C3 Solutions
This week’s conversation is with Nick Loris, head of the conservative policy organization C3 Solutions. I wanted to chat with Loris about how he and others in the so-called “eco right” are approaching the data center boom. For years, groups like C3 have occupied a mercurial, influential space in energy policy – their ideas and proposals can filter out into Congress and state legislation while shaping the perspectives of Republican politicians who want to seem on the cutting edge of energy and the environment. That’s why I took note when in late April, Loris and other right-wing energy wonks dropped a set of “consumer-first” proposals on transmission permitting reform geared toward addressing energy demand rising from data center development. So I’m glad Loris was available to lay out his thoughts with me for the newsletter this week.
The following conversation was lightly edited for clarity.
How is the eco right approaching permitting reform in the data center boom?
I would say the eco-right broadly speaking is thinking of the data center and load growth broadly as a tremendous and very real opportunity to advance permitting and regulatory reforms at the federal and state level that would enable the generation and linear infrastructure – transmission lines or pipelines – to meet the demand we’re going to see. Not just for hyperscalers and data centers but the needs of the economy. It also sees this as an opportunity to advance tech-neutral reforms where if it makes sense for data centers to get power from virtual power plants, solar, and storage, natural gas, or co-locate and invest in an advanced reactor, all options should be on the table. Fundamentally speaking, if data centers are going to pay for that infrastructure, it brings even greater opportunity to reduce the cost of these technologies. Data centers being a first mover and needing the power as fast as possible could be really helpful for taking that step to get technologies that have a price premium, too.
When it comes to permitting, how important is permitting with respect to “speed-to-power”? What ideas do you support given the rush to build, keeping in mind the environmental protection aspect?
You don’t build without sufficient protections to air quality, water quality, public health, and safety in that regard.
Where I see the fundamental need for permitting reform is, take a look at all the environmental statutes at the federal level and analyze where they’re needing an update and modernization to maintain rigorous environmental standards but build at a more efficient pace. I know the National Environmental Policy Act and the House bill, the SPEED Act, have gotten lots of attention and deservedly so. But also it’s taking a look at things like the Clean Water Act, when states can abuse authority to block pipelines or transmission lines, or the Endangered Species Act, where litigation can drag on for a lot of these projects.
Are there any examples out there of your ideal permitting preferences, prioritizing speed-to-power while protecting the environment? Or is this all so new we’re still in the idea phase?
It’s a little bit of both. For example, there are some states with what’s called a permit-by-rule system. That means you get the permit as long as you meet the environmental standards in place. You have to be in compliance with all the environmental laws on the books but they’ll let them do this as long as they’re monitored, making sure the compliance is legitimate.
One of the structural challenges with some state laws and federal laws is they’re more procedural statutes and a mother may I? approach to permitting. Other statutes just say they’ll enforce rules and regulations on the books but just let companies build projects. Then look at a state like Texas, where they allow more permits rather quickly for all kinds of energy projects. They’ve been pretty efficient at building everything from solar and storage to oil and gas operations.
I think there’s just many different models. Are we early in the stages? There’s a tremendous amount of ideas and opportunities out there. Everything from speeding up interconnection queues to consumer regulated electricity, which is kind of a bring-your-own-power type of solution where companies don’t have to answer or respond to utilities.
It sounds like from your perspective you want to see a permitting pace that allows speed-to-power while protecting the environment.
Yeah, that’s correct. I mean, in the case of a natural gas turbine, if they’re in compliance with the regulations at the state and federal level I don’t have an issue with that. I more so have an issue if they’re disregarding rules at the federal or state level.
We know data centers can be built quickly and we know energy infrastructure cannot. I don’t know if they’ll ever get on par with one another but I do think there are tremendous opportunities to make those processes more efficient. Not just for data centers but to address the cost concerns Americans are seeing across the board.
Do you think the data center boom is going to lead to lots more permitting reform being enacted? Or will the backlash to new projects stop all that?
I think the fundamental driver of permitting reform will be higher energy prices and we’ll need more supply to have more reliability. You just saw NERC put out a level 3 warning about the stability of the grid, driven by data centers. People really pay attention to this when prices are rising.
Will data centers help or hurt the cause? I think that remains to be seen. If there’s opportunities for data centers to pay for infrastructure, including what they’re using, there are areas where projects have been good partners in communities. If they’re the ones taking the opportunity to invest, and they can ensure ratepayers won’t be footing the bill for the power infrastructure, I think they’ll be more of an asset for permitting reform than a harm.
The general public angst against data centers is – trying to think of the right word here – a visceral reaction. It snowballed on itself. Hopefully there’s a bit of an opportunity for a reset and broader understanding of what legitimate concerns are and where we can have better education.
And I’m certainly not shilling for the data centers. I’m here to say they can be good partners and allies in meeting our energy needs.
I’m wondering from your vantage point, what are you hearing from the companies themselves? Is it about a need to build faster? What are they telling you about the backlash to their projects?
When I talk to industry, speed-to-power has been their number one two and three concern. That is slightly shifting because of the growing angst about data centers. Even a few years ago, when developers were engaging with state legislatures, they were hearing more questions than answers. But it’s mostly about how companies can connect to the grid as fast as possible, or whether they can co-locate energy.
Okay, but going back to what you just said about the backlash here. As this becomes more salient, including in Republican circles, is the trendline for the eco-right getting things built faster or tackling these concerns head on?
To me it's a yes, and.
I would broaden this out to be not just the eco right but also Abundance progressives, Abundance conservatives, and libertarians. We need to address these issues head on – with better education, better community engagement. Make sure people know what is getting built. I mean, the Abundance movement as a whole is trying to address those systemic problems.
It’s also an opportunity for the necessary policy reform that has plagued energy development in the U.S. for decades. I see this from an eco right perspective and an abundance progressive perspective that it's an opportunity to say why energy development matters. For families, for the entire U.S. energy economy, and for these hyperscalers.
But if you don’t win in the court of public opinion, none of this is going to matter. We do need to listen to the communities. It’s not an either or here.