You’re out of free articles.
Log in
To continue reading, log in to your account.
Create a Free Account
To unlock more free articles, please create a free account.
Sign In or Create an Account.
By continuing, you agree to the Terms of Service and acknowledge our Privacy Policy
Welcome to Heatmap
Thank you for registering with Heatmap. Climate change is one of the greatest challenges of our lives, a force reshaping our economy, our politics, and our culture. We hope to be your trusted, friendly, and insightful guide to that transformation. Please enjoy your free articles. You can check your profile here .
subscribe to get Unlimited access
Offer for a Heatmap News Unlimited Access subscription; please note that your subscription will renew automatically unless you cancel prior to renewal. Cancellation takes effect at the end of your current billing period. We will let you know in advance of any price changes. Taxes may apply. Offer terms are subject to change.
Subscribe to get unlimited Access
Hey, you are out of free articles but you are only a few clicks away from full access. Subscribe below and take advantage of our introductory offer.
subscribe to get Unlimited access
Offer for a Heatmap News Unlimited Access subscription; please note that your subscription will renew automatically unless you cancel prior to renewal. Cancellation takes effect at the end of your current billing period. We will let you know in advance of any price changes. Taxes may apply. Offer terms are subject to change.
Create Your Account
Please Enter Your Password
Forgot your password?
Please enter the email address you use for your account so we can send you a link to reset your password:
Here’s what we know so far about the Senate, the House, and key local races.

American voters have chosen Donald Trump as their next president — again. The decision will have monumental consequences for the renewables transition, energy prices, and environmental issues. But it was not the only race of this election cycle.
Heatmap has been keeping tabs on 36 of the most important climate elections, from seats in the House and Senate down to local ballot measures and attorneys general. Though this is far from an exhaustive list of races that will touch the climate this year, we hope it’ll help you piece together how and where climate-related issues are resonating with voters around the country.
A few notes on how this list is organized:
Some key races remain undecided as of Thursday morning. While Republicans took control of the Senate, the House is still up for grabs.
Virginia’s 2nd Congressional District
Republican Rep. Jen Kiggans* vs. Democrat Missy Cotter Smasal
Status: 🔴 Republican Rep. Jen Kiggans wins
Kiggans, the vice chair of the Conservative Climate Caucus and a Trump ally, won her reelection in a tight race. She beat Democrat Missy Cotter Smasal in a swingy district with a diverse electorate of young voters, a robust LGBTQ community, and many military families. Kiggans backed the Default on America Act to repeal clean energy tax credits and has flip-flopped on her support of offshore wind (Kiggans says she supports it, despite voting to slash IRA incentives for the project) while her opponent had called climate change a crisis in need of “urgent action” and bipartisan solutions.
Governor
Republican Mark Robinson vs. Democrat Attorney General Josh Stein
Status: 🔵 Democrat Attorney General Josh Stein wins
North Carolina Attorney General Stein has won the election for governor. The state suffered one of the costliest storms in U.S. history earlier this year due to the flooding from Hurricane Helene, which drew attention to the divide between the two candidates who’d been running for the state’s highest office. Republican Mark Robinson called climate change “junk science” and said he’d attempt to block history and science from being taught in the first through fifth grades. He’d also said not pursuing the development of fossil fuels is an affront to God, and that he’d attempt to keep the “climate change cabal” in “chains.” By contrast, Stein had proposed a path to reach carbon neutrality in the state by 2050 and has a history of taking on polluters and Big Oil price gougers.
Commissioner of Insurance
Republican Mike Causey* vs. Democrat Natasha Marcus
Status: 🔴 Republican Mike Causey wins
Incumbent Republican Insurance Commissioner Causey has successfully fended off a challenge from the Climate Cabinet- backed state Senator Marcus, who took on Causey on the grounds that he’d approved too many rate increases and was too cozy with the companies he was in charge of regulating. Marcus had pushed for greater investment in home hardening and outraised Causey nearly twice over. While insurance commissioner isn’t the sexiest race, the election drew outsized attention in part because of Nationwide’s decision not to renew thousands of homeowner policies in eastern North Carolina in 2023 due to climate change, and the devastating flooding earlier this year from Hurricane Helene.
U.S. Senate
Democrat Rep. Sherrod Brown* vs. Republican Bernie Moreno
Status: 🔴 Republican Bernie Moreno wins
MAGA Republican Bernie Moreno has flipped the seat of three-term Democratic Senator Sherrod Brown. Combined with Republican Jim Justice winning outgoing Democratic Senator Joe Manchin’s seat earlier in the night, Brown’s loss makes it unlikely that Democrats retain control of the Senate. Climate and energy had not played a significant role in the race between Brown and Moreno, though Brown, who once voiced support for a Green New Deal, had broken in recent months with his Democratic colleagues on the IRA’s tax credit for EVs (which he says does not do enough to crack down on imported materials from China and Indonesia), backed overturning the Environmental Protection Agency’s new power plant regulations and tailpipe rules (which are “unrealistic” and a strain on the grid, he said), and joined Manchin in criticizing the Biden administration’s clean hydrogen tax credit. Moreno has stressed that “we need natural gas, we need oil” rather than “this move toward windmills, solar panels.”
Ohio’s 9th Congressional District
Democrat Rep. Marcy Kaptur* vs. Republican state Rep. Derek Merrin
Status: Pending
The race in Ohio’s 9th Congressional District, which includes Toledo and the shores of Lake Erie, is about many things, but it’s also about algae. Kaptur sits on the House Appropriations Committee, where she has supported clean energy-related spending, and she’s also the ranking member of the Energy and Water Development appropriations subcommittee, where she fought for a $1.5 million federal project to combat warming-induced algal blooms in the Great Lakes. Her opponent, Merrin, voted against that bill as a state representative and for laws that would label methane as green energy. She claimed Kaptur and other Democrats’ clean energy pursuits threaten affordability and reliability.
U.S. Senate
Democrat Sen. Bob Casey, Jr.* vs. Republican David McCormick
Status: 🔴 Republican David McCormick wins
McCormick flipped the Pennsylvania Senate seat for Republicans in one of the most energy- and climate-centric races of the year. During the campaign, McCormick had painted the incumbent, Casey, as an enemy of fracking by tying him to Kamala Harris’ prior opposition to the industry. Casey, however, has always supported what he calls “responsible fracking,” including the proposed hydrogen hubs in the state (one of which would use fracked gas). McCormick, whose wife sits on the board of Exxon, has said renewable energy is making the U.S. more reliant on materials from China and that we “need to get back to the energy policies under President Trump,” including by repealing the Bipartisan Infrastructure Law and gutting the Inflation Reduction Act.
Pennsylvania’s 7th Congressional District
Democrat Rep. Susan Wild* vs. Republican state Rep. Ryan Mackenzie
Status: 🔴 Republican state Rep. Ryan Mackenzie wins
Wild conceded her race Wednesday morning to Mackenzie, a Republican lawmaker who had slammed her repeatedly for voting for the “failed” IRA while on the campaign trail. As a state representative, Mackenzie had also voted against environmental and clean energy measures, including rooftop solar panels for schools. In her concession speech, Wild stressed the importance of the continued fight for a “clean and safe planet.”
Attorney General
Democrat Eugene DePasquale vs. Republican Dave Sunday
Status: 🔴 Republican Dave Sunday wins
Sunday had not spoken about climate-related issues during the campaign and didn’t respond to a request for comment on the matter from The Philadelphia Citizen. However the next attorney general of Pennsylvania has an opportunity to pursue climate liability litigation during their term, with Bucks County suing the fossil fuel industry for misleading the public about the dangers of burning oil and gas, E&E News reports. DePasquale, who lost the race, had said he considers environmental justice a top priority.
Referred Law 21
Opportunity: To take a stance on carbon pipelines
Voters in South Dakota rejected a bill passed by their state legislature earlier this year that imposed a number of regulations on potential CO2 pipelines, including a modest $1-per-foot surcharge and requirements about minimum depth. Opponents wary of the carbon capture technology had forced the ballot measure on the law, which they claimed was a giveaway to pipeline companies since it gave the state’s Public Utilities Commissioners the ability to override local ordinances and zoning laws meant to block the pipeline. The rejection of Referred Law 21 will have major implications for the $8 billion Summit Carbon Solutions Pipeline, which would collect CO2 from regional ethanol plants and deliver it to an injection well in North Dakota as a means of dealing with planet-warming emissions. The uncertainty around whether or not Referred Law 21 would pass is part of why the project is one of Heatmap’s most at-risk energy transition proposals.
U.S. Senate
Democrat Rep. Ruben Gallego vs. Republican Kari Lake
Status: Pending
Democrats will need a win in the Grand Canyon State if they have any chance of holding the Senate. While the pitch to undecided voters in Arizona has centered on reproductive and LGBTQ rights, Gallego helped to pass the Inflation Reduction Act in the House and has posited himself as a defender of Arizona’s public lands, water, and energy transition. Lake, a close ally of Trump’s, has boosted falsehoods about wind turbines killing an outsized number of birds and whales, and blamed the state’s heat deaths on drug overdoses. She has called climate change “fake science” and told voters that she’s “not going to be afraid of the weather.”
Arizona’s 1st Congressional District
Republican Rep. David Schweikert* vs. Democrat Amish Shah
Status: Pending
Arizona’s 1st congressional district, covering northeastern Phoenix and Scottsdale, was considered “ reliably Republican” for Schweikert’s first seven terms, but he’s facing a formidable challenge from Shah, a former ER doctor, in the recently redrawn district. Schweikert has taken a more moderate position on the energy transition than other Republicans in the state, arguing that “the government must stop picking winners and losers in the industry” but “we also should continue to expand into renewable energy resources such as wind, solar, hydrogen, nuclear, and geothermal.” Shah, who green groups like the Sierra Club endorse, has pushed for a “healthier Arizona” by standing up to polluters and protecting Arizona’s public lands. This race is one of several that could decide control of the U.S. House.
Arizona’s 6th Congressional District
Republican Rep. Juan Ciscomani* vs. Democrat Kirsten Engel
Status: Pending
Another close race that could decide control of the House is in the Tucson suburbs. Ciscomani is a Trump-endorsed moderate who voted against the IRA but has been friendlier on issues like residential solar projects. Engel’s team has positioned itself as better on water issues than Ciscomani and willing to stand up to foreign mining companies interested in the state’s copper resources.
The Arizona Corporation Commission
Opportunity: Flip three seats from Republicans
Status: Pending
The commission regulates utilities in the state, and in recent years it has actively dismantled clean energy policy and standards with particular aggression toward community solar. Arizona voters have an opportunity to elect representatives who will vote on rules for virtual power plants and can block the repeal of the state’s renewable energy and efficiency standards. There are three Democrats, two Green Party candidates, and three Republicans running for three of the commission’s five total seats.
Colorado’s 8th Congressional District
Democratic Rep. Yadira Caraveo* vs. Republican Gabe Evans
Status: Pending
Though the race in Colorado’s 8th congressional district has focused on the fentanyl and border crises, it encompasses the northern suburbs of Denver, including parts of the oil-and-gas-rich Front Range, where the fossil fuel industry has degraded local air quality for decades. Caraveo’s challenger Evans has dismissed “climate alarmism” and has a 0% score from Conservation Colorado for his “no” votes on everything from regulating toxic “forever chemicals” to transportation infrastructure development to holding gas companies accountable for their environmental impacts. Caraveo, a former pediatrician, has cited air pollution's impact on her patients as one of her motivations for running for office.
Iowa’s 1st Congressional District
Republican Rep. Mariannette Miller-Meeks* vs. Democrat Christina Bohannan
Status: Pending
Miller-Meeks, who represents the southeasternmost part of the state, also chairs the Conservative Climate Caucus and is a more moderate “ all of the above” energy supporter. Democrats, however, see the race as an opportunity to flip a seat in the House via Bohannan and have out-raised the Republican renewable energy advocate by a 2-to-1 margin, E&E News reports. Bohannan has attacked Miller-Meeks for slow-walking action on addressing climate change through her soft hand with the oil and gas industry.
Iowa’s 3rd Congressional District
Republican Rep. Zach Nunn* vs. Democrat Lanon Baccam
Status: 🔴 Republican Rep. Zach Nunn wins
Democrats in Iowa were hoping for another potential pick-up in the swingy 3rd Congressional District, which includes parts of Des Moines and the Missouri border. Nunn made tax cuts a central component of his re-election bid, and he also voted to repeal tax credits for clean energy three times and bashed the IRA as “telling Iowans you should spend less, you should tighten your belt, but we're gonna go ahead and print off more money and spend more your tax dollars on projects.”
The Outer Continental Shelf Revenues for Coastal Protection and Restoration Fund Amendment
Opportunity: Requiring that federal reserves received by the state for alternative and renewable energy production off its coast go toward protecting the state’s oceanfronts
Status: 🟢 Passed
Louisiana voters opted to require that federal reserve revenue raised from renewable energy production in federal waters off its coast go into a fund that supports coastal restoration projects, including the construction of levees and protection of barrier islands. (Federal revenues received by oil and gas in the state already support this fund.) The Coastal Protection and Restoration Fund has been around since Hurricane Katrina and Rita in 2005, but most of its money came from damages paid after the Deepwater Horizon oil spill, and those funds will be exhausted by the end of 2031. Proponents argued the amendment is necessary to protect Louisiana’s coasts from worsening storms and rising sea levels, though opponents said it’s more important to keep the funds flexible for any legislative priorities that may arise.
U.S. Senate
Democrat Rep. Elissa Slotkin vs. Republican Mike Rogers
Status: 🔵 Democrat Rep. Elissa Slotkin wins
Despite Democrats’ poor performance in many of Tuesday night’s Senate races, Rep. Elissa Slotkin managed to hold a seat for the party by winning the race to replace outgoing Senator Debbie Stabenow. Her campaign against Republican Mike Rogers had become a referendum on the state’s electric vehicle manufacturing industry, with Rogers alleging Slotkin and other Democrats support a (nonexistent) “EV mandate” that destroys jobs (it doesn’t). The arguments had put Slotkin on her back foot, however: She ran ads telling voters she doesn’t own an electric car.
Michigan’s 8th Congressional District
Republican Paul Junge vs. Democrat state Sen. Kristen McDonald Rivet
Status: 🔵 Democrat state Sen. Kristen McDonald Rivet wins
Green groups like the LCV Victory Fund and Climate Power poured money and volunteer hours into picking up Michigan’s 8th Congressional District for Democrats, and on Tuesday their work paid off. McDonald Rivet has an impressive climate record, which includes helping to pass Governor Gretchen Whitmer’s 100% renewable energy bill while serving as a state senator. She has also fought for flood reduction infrastructure and lead pipe replacement funding in a district that includes Flint. Meanwhile, Junge dismissed solar and wind energy as not being “dependable,” talked up “clean coal” and expanding oil and gas leasing on public lands, and advocated for resuming construction on the Keystone Pipeline and maintaining the controversial Line 5 crude oil pipeline.
Nebraska’s 2nd Congressional District
Republican Rep. Don Bacon* vs. Democrat state Sen. Tony Vargas
Status: Pending
State Senator Tony Vargas is challenging the incumbent legislator in a district that includes Nebraska’s “blue dot” of Omaha. Though the race has centered mainly on issues like abortion, tax cuts, and immigration, Vargas is a former Earth sciences teacher who openly talks about combatting climate change and investing in clean energy (he even cosponsored a bill arguing the state Legislature has a “moral obligation” to do something about the issue). While in office, Bacon voted to repeal tax credits for wind and solar energy, and he’s chalked up extreme weather as having “cyclical impacts.”
New Mexico’s 2nd Congressional District
Democrat Rep. Gabe Vasquez* vs. Republican Yvette Herrell
Status: 🔵 Democrat Rep. Gabe Vasquez wins
Democrat Rep. Vasquez managed to fend off a challenge from Republican Herrell, whose seat he flipped in the super swingy 2nd congressional district of New Mexico two years ago. The district includes a large swath of the oil-rich Permian Basin, and Vasquez had walked the line between promoting wind and solar manufacturing as part of the IRA while also “looking out for those fossil fuel communities.” Herrell had said that renewable subsidies create “unfair” competition for oil and gas businesses, and she has a 0% lifetime score from LCV for such positions as voting in favor of rolling back access to public land.
New York’s 4th Congressional District
Republican Rep. Anthony D’Esposito* vs. Democrat Laura Gillen
Status: 🔵 Democrat Laura Gillen wins
Gillen unseated D’Esposito in New York’s 4th Congressional District, which represents the southern part of Nassau County and is the second-wealthiest in the state. A Trump ally, D’Esposito had opposed local offshore wind projects as being “landscape-altering” and had helped to expand offshore drilling. Gillen previously lost to D’Esposito in 2022, but this time, she had played up her experience helping Hempstead recover from Hurricane Sandy and pushed for the protection of the district’s coastlines.
New York’s 17th Congressional District
Republican Rep. Mike Lawler* vs. Democrat Mondaire Jones
Status: 🔴 Rep. Mike Lawler wins
Elon Musk’s PAC dumped money into the race to help Lawler win New York’s 17th Congressional District. Located just north of the liberal bastion of New York City, New York’s 17th Congressional District was safely controlled by Democrats until 2020’s infamous redistricting. Though the map was again redrawn for the 2024 election, NY-17 went virtually untouched in a “win” for Lawler. Besides being a critical race for control of the House, NY-17 also pitted Lawler, a co-sponsor of the Energy Choice Act aiming to protect natural gas, against Jones, who represented a former iteration of the district and supported congestion pricing (except for Lower Hudson Valley residents, of course) and the build-out of renewables. The candidates diverge on their opinion of the closure of the Indian Point nuclear power plant, which Lawler called “foolish;” Jones, somewhat out of step with his party, opposes nuclear power.
Wisconsin’s 3rd Congressional District
Republican Rep. Derrick Van Orden* vs. Democrat Rebecca Cooke
Status: 🔴 Republican Rep. Derrick Van Orden wins
Republican incumbent Derrick Van Orden won his reelection campaign for Wisconsin’s 3rd Congressional District — which covers the exurbs of the Twin Cities and much of the southwestern part of the state — after making gas and energy prices a staple of his campaign. In addition to promoting increased domestic energy production, Van Orden is a member of the Congressional Biofuels Caucus and has pushed for renewable ethanol and sustainable aviation fuel, while at the same time stressing that tax dollars should not go toward “subsidizing the purchase of electric vehicles.” He was also present in Washington, D.C. on January 6, 2021 to attend the Stop the Steal rally that turned into an assault on the U.S. Capitol. His opponent, Cooke, had said she’d prioritize investment in clean energy infrastructure and new high-speed rail in Wisconsin and addressing PFAS in water.
U.S. Senate
Democrat Sen. Jon Tester* vs. Republican Tim Sheehy
Status: 🔴 Republican Tim Sheehy wins
The LCV Victory Fund named Sheehy as one of its “dirty dozen” priority targets due to his advocacy for privatizing public lands and calling climate change the belief of a leftist cult. Tester, meanwhile, has been described as a “hero” of green groups due to his support of renewable tax credits and stated dreams of owning an electric tractor. Though it had already become apparent that Democrats would lose control of the Senate by the time the race was called, Tester’s defeat is nevertheless a stinging blow to climate advocates who hoped to maintain an advantage there.
Attorney General
Republican Attorney General Austin Knudsen* vs. Democrat Ben Alke
Status: 🔴 Republican Attorney General Austin Knudsen wins
Knudsen leads the state’s case against the 16 young plaintiffs in Held v. Montana, who are suing lawmakers for allegedly violating their right to a “clean and healthful environment” as enshrined in the state’s constitution. Alke, the Democratic challenger, had the support of Montana Conservation Voters for his prior work in environmental law, including attempts to make public lands less accessible. Though a state panel recently recommended that he be suspended from practicing law for 90 days due to ethics violations, E&E News reported, in the end he carried the race by nearly 20 points.
The Montana Public Service Commission
Opportunity: Electing Independent Elena Evans to the commission
Status: 🟡 Failed
The three open seats on Montana’s PSC remained in Republican control, with incumbent Republican Jennifer Fielder holding out against her challenger, Elena Evans, a geologist and political Independent, who came in fourth. Their race had focused on energy affordability, especially after the Republican commission okayed a 28% rate increase for Northwestern Energy, the biggest utility in the state, last year. Evans had said she’d look closer at building climate resiliency into the state’s grid, while Fielder won on the message that it isn’t her place to weigh in on climate as a utility regulator.
U.S. Senate
Democrat Rep. Jacky Rosen vs. Republican Sam Brown
Status: Pending
Nevada’s junior senator, Jacky Rosen, is a clean energy enthusiast who helped pass the IRA and attempted to expand solar and geothermal energy within the Silver State. Brown has said he would not have supported the IRA and stood disagrees within the way of solar development in the state as a TK IN WHAT ROLE DID HE DO THIS?, while calling for expanding investment in fossil fuels. Brown also said he wants to cut the Department of Energy and any “environmental departments and agencies.”
Portland City Council
Opportunity: Portland voters are electing an entirely new city council and have the chance to choose representatives who will support the Portland Clean Energy Fund
Status: Pending
Portland has a new voting system for all new city council districts, meaning voters in Oregon’s biggest city will elect an entirely new set of representatives this fall. Lead Locally is backing five candidates in the race, including the executive director of an environmental justice group (Candace Avalos) and an energy economist for Bonneville Power Administration (Mitch Green). The next city council will make decisions about the fate of the Portland Clean Energy Fund, which allocates money for clean energy projects, and will weigh whether or not to transition away from fossil fuel infrastructure — namely, the Zenith Energy crude oil shipment facility and rail line in northwest Portland, which is an earthquake risk and contributes to the area’s poor air quality.
At stake is the continued progress of the Portland Clean Energy Fund, which allocates money for clean energy projects, as well as the potential closure of the Zenith Energy crude oil shipment facility in northwest Portland.
Measure 6-219 (Coos County) and Measure 8-116 (Curry County)
Opportunity: To directly express community opposition to offshore wind
Status: 🟡 Passed
Voters in two counties on the southern Oregon Coast expressed overwhelming opposition to offshore wind development in their region. The November ballots in Coos and Curry counties included a non-binding question intended to take the community’s temperature on potential offshore wind projects. More than 60% of Coos County voters registered their feelings against the development of offshore wind projects, while nearly 80% of Curry County voters objected specifically to floating offshore wind.
Proposition 4
Opportunity: Authorizes $10 billion in bonds for water quality, coastal resilience projects, wildfire prevention, and climate-risk protections
Californians have approved a proposition that will issue $10 billion in bonds, which will largely go toward infrastructure projects aimed at mitigating and adapting to climate change, with at least 40% of the funds earmarked for disadvantaged communities. The bill had been backed by organizations like CALFIRE and the National Wildlife Federation and was opposed by Republicans for being unfocused and adding to the state deficit.
Measure GG (Berkeley)
Opportunity: Adopting a tax on natural gas use in most buildings over 15,000 square feet
Status: 🟡 Failed
Over two-thirds of voters in Berkeley rejected a ballot measure backed by climate and labor groups that would have authorized a tax of $2.9647 per therm of natural gas in large buildings, with the funds going toward decarbonization programs. The ballot measure had been an attempt to functionally reinstate the city’s first-in-the-nation prohibition against gas hookups in new buildings, which a federal appeals court struck down last spring. Supporters of Measure GG had raised almost $72,000 by the end of September, while the no campaign — backed by real estate groups that said the tax was prohibitively expensive for small businesses, nonprofits, schools, and grocery stores — had raised $131,000 at the end of September.
Initiative 2117
Opportunity: To vote against repealing the state’s cap and invest program
Status: 🟡 Failed
The Republican-backed effort to repeal Washington state’s new cap and invest program has failed. Both the “no” and “yes” campaigns poured money into their respective sides, making the issue the most expensive ballot measure campaign of this election cycle. If I-2117 had passed, it would have left a gaping hole in the state’s revenue for transit projects, decarbonization initiatives, and clean air and water programs.
Initiative 2066
Opportunity: To support Washington’s transition away from natural gas
Status: Pending
Washingtonians will also vote on I-2066, which would prevent the state from incentivizing a transition from natural gas. The initiative would also jeopardize opportunities to promote thermal energy networks as a gas alternative and bar cities and towns, as well as Washington’s energy code, from “prohibiting, penalizing, or discouraging” gas appliances in buildings, imperiling programs like Seattle’s 2050 net-zero emissions target.
U.S. House Alaska At-Large District
Democrat Rep. Mary Peltola* vs. Republican Nick Begich III
Status: Pending
Peltola has played nice with the fossil fuel industry — defending the Biden administration’s reversal on the Willow Project and supporting the construction of a trans-Alaska natural gas pipeline — but she also boasts an 88% score from the League of Conservation Voters due to her otherwise environmentally friendly voting record, has advocated for more tribal involvement in the environmental review process, and she sits on the influential House Natural Resource Committee. Begich has pitched himself to voters as the better candidate for Alaska’s oil and gas industry, which he claims is besieged by Democrats like Peltola. This race is one of several that could decide control of the U.S. House.
Question 1 (Honolulu)
Opportunity: Would designate 0.5% of property taxes to a Climate Resiliency Fund
Status: 🟢 Passed
Honolulu residents were asked whether they want to create a Climate Resiliency Fund with money raised by half a percent of the city’s property taxes. Advocates argued that the waterfront city needs to prioritize climate the same way it prioritizes affordable housing and the environment, both of which also have funds that receive a half percent of property taxes. Opponents said the creation of an exclusive climate fund will make the revenue less flexible in the case of an unforeseen crisis like rising homelessness or COVID-19, while others worried any shortfalls in the city budget caused by the creation of the fund will result in a rise in property taxes. Honolulu residents approved the measure by a wide margin, with 58% voting in favor, according to the Honolulu Star-Advertiser.
Editor’s note: This story has been updated to reflect the correct site of the injection well for the Summit carbon pipeline.
Log in
To continue reading, log in to your account.
Create a Free Account
To unlock more free articles, please create a free account.
America’s largest renewable developer is swallowing up the utility at the heart of the data center boom.
NextEra Energy, which also owns the utility Florida Power & Light, announced Monday morning that it had agreed to acquire Dominion Energy, the utility that operates in Virginia and the Carolinas. The deal would create an energy giant valued at around $67 billion. It would also — importantly for Virginia and PJM Interconnection, the 13-state electricity market of which the state is a part — create a battery electric storage giant.
The companies said in a Monday presentation laying out the case for the merger to investors that the combined entity would be the largest power company in the United States and the third largest energy company behind just ExxonMobil and Chevron. The companies projected that, when combined, they would be the domestic leader in total generation, market capitalization, rate base, annual capital expenditure, total generation built, and, specifically, battery storage capacity.
NextEra is already a storage leader. Its Florida utility is planning to add 7.6 gigawatts of battery storage over the next decade, and its development arm added almost a gigawatt of storage to its backlog in just the first quarter of this year.
NextEra’s storage expertise couldn’t come at a better time for Dominion. Virginia passed a law in April mandating that the utility procure 16 gigawatts of short-duration storage and 4 gigawatts of long-duration storage by 2045, with 4 gigawatts of short-term storage coming by 2030. Compare that to a previous state target for Dominion of around 3 gigawatts of storage 2035 and the challenge becomes apparent.
“With NextEra Energy’s world leadership in battery storage, there’s a potential to accelerate Dominion Energy’s capital plan to meet Virginia’s storage goals,” NextEra Chief Executive John Ketchum said on a call with analysts discussing the merger plans.
The market Dominion operates in in Virginia, PJM Interconnection, has long been a laggard in bringing new storage resources onto its grid, thanks to its famously dysfunctional interconnection queue. Although its newly refreshed queue has seen a large increase in storage projects compared to when the organization closed it to new projects in 2022, the market is still well behind storage-friendly peers like California and Texas.
PJM has also become notorious more recently for its capacity market, which has fueled price increases across the region in the billions of dollars, and yet failed to procure the reserve margin PJM typically aims for in its most recent auction. “Given that we’re the world’s leader in battery storage and the legislation that was just passed by Virginia, there is a tremendous opportunity to meet that capacity short quickly by deploying battery storage in the right places,” Ketchum said Monday. “We know what a big impact battery storage can have, and how quickly it can have it on capacity-short positions. And so we look at a Dominion in Virginia with [a] short capacity position — I think there’s a real opportunity to accelerate investment.”
The proposed deal comes at a time of rising prices and public anger at utilities up and down the Eastern Seaboard, and especially in the Mid-Atlantic. Dominion’s rates in Virginia have risen around 36% in the past four years, according to the Heatmap-M.I.T. Electricity Price Hub, while typical bills have risen from about $96 per month to $146 per month. Virginia’s rates have grown faster than average in PJM, but are still well below the increases in states like Maryland and New Jersey despite serving a fast-growing data center industry.
While elected Democrats in PJM states regularly bash utilities (see: New Jersey and Pennsylvania), it’s possible that both Virginians and Virginia might look favorably on NextEra, Jefferies analyst Julien Dumoulin-Smith wrote in a note to clients Monday. “If [NextEra] focuses on storage development under the new Democratic legislation recently passed, it could form a coalition of support; we believe this is [a] critical point that could make the deal approval process less bumpy than some other recent M&A deals.”
Morningstar analyst Andrew Bischof saw the deal as allowing each side to use the other’s expertise (and balance sheet) to ramp up investment. Dominion might be able “leverage NextEra’s strong balance sheet to accelerate investment, particularly in Virginia,” whereas NextEra “could accelerate its data center ambitions, which had trailed those of its regulated peers, by using Dominion’s expertise and relationships to expedite NextEra’s data center hub plans,” he wrote in a note to clients Monday.
Building out more storage could also be great for a regulated utility like Dominion, as it would get to put new resources into its rate base and garner a return on equity.
“The General Assembly just added new storage requirements for us, which we think are going to be great for our customers, being able to work with Nextera and this combined company on that,” Dominion chief executive Robert Blue said on the call. “I think this is really going to benefit our customers as we serve them better and will deploy capital faster that way.”
On Thacker Pass, the Bonneville Power Administration, and Azerbaijan’s offshore wind
Current conditions: New York City is bracing for triple-digit heat in some parts of the five boroughs this week • The warm-up along the East Coast could worsen the drought parching the country’s southeastern shores • After Sunday reached 95 degrees Fahrenheit in the war-ravaged Gaza, temperatures in the Palestinian enclave are dropping back into the 80s and 70s all week.
Assuming world peace is something you find aspirational, here’s the good news: By all accounts, President Donald Trump’s two-day summit in Beijing with Chinese President Xi Jinping went well. Here’s the bad news: The energy crisis triggered by the Iran War is entering a grim new phase. Nearly 80 countries have now instituted emergency measures as the world braces for slow but long-predicted reverberations of the most severe oil shock in modern history. With demand for air conditioning and summer vacations poised to begin in the northern hemisphere’s summer, already-strained global supplies of crude oil, gasoline, diesel, and jet fuel will grow scarcer as the United States and Iran mutually blockade the Strait of Hormuz and halt virtually all tanker shipments from each other’s allies. “We are taking that outcome very seriously,” Paul Diggle, the chief economist at fund manager Aberdeen, told the Financial Times, noting that his team was now considering scenarios where Brent crude shoots up to $180 a barrel from $109 a barrel today. “We are living on borrowed time.”
The weekend brought a grave new energy concern over the conflict’s kinetic warfare. On Sunday, the United Arab Emirates condemned a drone strike it referred to as a “treacherous terrorist attack” that caused a fire near Abu Dhabi’s Barakah nuclear station. The UAE’s top English-language newspaper, The National, noted that the government’s official statement did not blame Iran explicitly. The attack came just a day after the International Atomic Energy Agency raised the alarm over drone strikes near nuclear plants after a swarm of more than 160 drones hovered near key stations in Ukraine last week.
We are apparently now entering the megamerger phase of the new electricity supercycle. On Friday, the Financial Times broke news that NextEra Energy is in talks with rival Dominion Energy for a tie-up that would create a more than $400 billion utility behemoth in one of the biggest deals of all time. The merger talks, which The Wall Street Journal confirmed, could be announced as early as this week. The combined company would reach from Dominion’s homebase of Virginia, where the northern half of the state is serving as what the FT called “the heartland of U.S. digital infrastructure serving the AI boom,” down to NextEra’s home-state of Florida, where the subsidiary Florida Power & Light serves roughly 6 million customers. While Dominion dominates data centers in Northern Virginia, NextEra last year partnered with Google to build more power plants and even reopen the Duane Arnold nuclear station in Iowa.

Trump digs lithium. In fact, he’s such a fan of Lithium Americas’ plan to build North America’s largest lithium mine on federal land in Nevada that he renegotiated a Biden-era deal to finance construction of the Thacker Pass project to secure a 5% equity stake in the publicly-traded developer. Yet the White House’s macroeconomic policies are pinching the nation’s lithium champion. During its first-quarter earnings call with investors last week, Lithium Americas cautioned that the Trump administration’s steel tariffs, coupled with inflation from disrupted shipments through the Strait of Hormuz, could add between $80 million and $120 million to construction costs at Thacker Pass. Most of the impact, Mining.com noted, is expected this year. Once mining begins, the project could spur new discussion of a strategic lithium reserve, the case for which Heatmap’s Matthew Zeitlin articulated here.
Sign up to receive Heatmap AM in your inbox every morning:
The Department of Energy has selected Travis Kavulla, an energy industry veteran, as the 17th chief executive and administrator of the Bonneville Power Administration, NewsData reported. Founded under then-President Franklin D. Roosevelt in 1937, the federal agency is a holdover from the New Deal era before utilities had built out electrical networks in rural parts of the U.S. Unlike the Tennessee Valley Authority — which functions as a standalone utility that owns and sells power, though it’s wholly owned by the federal government and its board of directors is appointed by the White House — the BPA, as it’s known, is a power marketing agency that sells electricity from hydroelectric dams owned by the Army Corps of Engineers and the Department of the Interior’s Bureau of Reclamation. Kavulla currently serves as the head of policy for Base Power, the startup building a network of distributed batteries to back up the grid. He previously worked as the regulatory chief at the utility NRG Energy, and as a state utility commissioner in his home state of Montana. NewsData, a trade publication focused on Western energy markets, cautioned that the Energy Department may hold off on announcing the appointment for “the next few days or weeks” as sources warned that “it might be delayed while the department conducts a background check, or to allow the new undersecretary of energy, Kyle Haustveit, to be confirmed.”
Reached Sunday night via LinkedIn message, Kavulla politely declined to comment on whether he was appointed to lead the BPA.
Offshore wind may be spinning in reverse in the U.S. as the Trump administration attempts to, as Heatmap’s Jael Holzman put it, “murder” an industry through death by a thousand cuts. But elsewhere in the world, offshore wind is booming. Just look at Azerbaijan. Despite its vast reserves of natural gas, the nation on the Caspian Sea is looking into building its first offshore turbines. On Friday, offshoreWIND.biz reported that the Azerbaijan Green Energy Company, owned by the Baku-based industrial giant Nobel Energy, had commissioned a Spanish company to design a floating LiDAR-equipped buoy for the country’s first turbines in the Caspian. The debut project, backed by the Azeri government, would start with 200 megawatts of offshore wind and eventually triple in size.
Before the wealthy software entrepreneur Greg Gianforte ran to be governor of Montana, he donated millions of dollars to a Christian-themed museum that claims humans walked alongside dinosaurs and the Earth is just 6,000 years old. After winning the state’s top job, the Republican set about revoking virtually all policies related to climate change, including banning the projected effects of warming from state agencies’ risk forecasts. With drought withering the state, however, Gianforte has turned to perhaps the most ancient policy approach humanities leaders have called upon to fix devastating weather patterns: Pray. On Sunday, Gianforte declared an official day of prayer for rain. “Prayer is the most powerful tool we have,” he wrote in a post on X. “I ask all who are faithful to come to God with thanks and pray.”
With construction deadlines approaching, developers still aren’t sure how to comply with the new rules.
Certainty, certainty, certainty — three things that are of paramount importance for anyone making an investment decision. There’s little of it to be found in the renewable energy business these days.
The main vectors of uncertainty are obvious enough — whipsawing trade policy, protean administrative hostility toward wind, a long-awaited summit with China that appears to have done nothing to resolve the war with Iran. But there’s still one big “known unknown” — rules governing how companies are allowed to interact with “prohibited foreign entities,” which remain unwritten nearly a year after the One Big Beautiful Bill Act slapped them on just about every remaining clean energy tax credit.
The list of countries that qualify as “foreign entities of concern” is short, including Russian, Iran, North Korea, and China. Post-OBBBA, a firm may be treated as a “foreign-influenced entity” if at least 15% of its debt is issued by one of these countries — though in reality, China is the only one that matters. This rule also kicks in when there’s foreign entity authority to appoint executive officers, 25% or greater ownership by a single entity or a combined ownership of at least 40%.
Any company that wants to claim a clean energy tax credit must comply with the FEOC rules. How to calculate those percentages, however, the Trump administration has so far failed to say. This is tricky because clean energy projects seeking tax credits must be placed in service by the end of 2027 or start construction by July 4 of this year, which doesn’t leave them much time left to align themselves with the new rules.
While the Treasury Department published preliminary guidance in February, it largely covered “material assistance,” the system for determining how much of the cost of the project comes from inputs that are linked to those four nations (again, this is really about China). That still leaves the issue of foreign influence and “effective control,” i.e. who is allowed to own or invest in a project and what that means.
This has meant a lot of work for tax lawyers, Heather Cooper, a partner at McDermott Will & Schulte, told me on Friday.
“The FEOC ownership rules are an all or nothing proposition,” she said. “You have to satisfy these rules. It’s not optional. It’s not a matter of you lose some of the credits, but you keep others. There’s no remedy or anything. This is all or nothing.”
That uncertainty has had a chilling effect on the market. In February, Bloomberg reported that Morgan Stanley and JPMorgan had frozen some of their renewables financing work because of uncertainty around these rules, though Cooper told me the market has since thawed somewhat.
“More parties are getting comfortable enough that there are reasonable interpretations of these rules that they can move forward,” she said. “The reality is that, for folks in this industry — not just developers, but investors, tax insurers, and others — their business mandate is they need to be doing these projects.”
Some of the most frequent complaints from advisors and trade groups come around just how deep into a project’s investors you have to look to find undue foreign ownership or investment.
This gets complicated when it comes to the structures involved with clean energy projects that claim tax credits. They often combine developers (who have their own investors), outside investment funds, banks, and large companies that buy the tax credits on the transferability market.
These companies — especially the banks, which fund themselves with debt — “don’t know on any particular date how much of their debt is held by Chinese connected lenders, and therefore they’re not sure how the rules apply, and that’s caused a couple of banks to pull out of the tax equity market,” David Burton, a partner at Norton Rose Fulbright, told me. “It seems pretty crazy that a large international bank that has its debt trading is going to be a specified foreign entity because on some date, a Chinese party decided to take a large position in its debt.”
For those still participating in the market, the lack of guidance on debt and equity provisions has meant that lawyers are having to ascend the ladder of entities involved in a project, from private equity firms who aren’t typically used to disclosing their limited partners to developers, banks, and public companies that buy the tax credits.
“We’re having to go to private equity funds and say, hey, how many of your LPs are Chinese?” David Burton, a partner at Norton Rose Fulbright, told me. This is not information these funds are typically particularly eager to share. If a lawyer “had asked a private equity firm please tell us about your LPs, before One Big Beautiful Bill, they probably would have told us to go jump in the lake,” Burton said.
Still, the deals are still happening, but “the legal fees are more expensive. The underwriting and due diligence time is longer, there are more headaches,” he told me.
Typically these deals involve joint ventures that formed for that specific deal, which can then transfer the tax credits to another entity with more tax liability to offset. The joint venture might be majority owned by a public company, with a large minority position held by a private equity fund, Burton said.
For the public company, Burton said, his team has to ask “Are any of your shareholders large enough that they have to be disclosed to the SEC? Are any of those Chinese?” For the private equity fund, they have to ask where its investors are residents and what countries they’re citizens of. While private equity funds can be “relatively cooperative,” the process is still a “headache.”
“It took time to figure out how to write these certifications and get me comfortable with the certification, my client comfortable with it, the private equity firm comfortable with it, the tax credit buyer comfortable with it,” he told me, referring to the written legal explanation for how companies involved are complying with what their lawyers think the tax rules are.
Players such as the American Council on Renewable Energy hope that guidance will cut down on this certification time by limiting the universe of entities that will have to scrub their rolls of Chinese investors or corporate officers.
“It’d be nice if we knew you only have to apply the test at the entity that’s considered the tax owner of the project,” i.e. just the joint venture that’s formed for a specific project, Cooper told me.
“There’s a pretty reasonable and plain reading of the statute that limits the term ’taxpayer’ to the entity that owns the project when it’s placed in service,” Cooper said.
Many in the industry expect more guidance on the rules by the end of year, though as Burton noted, “this Treasury is hard to predict.”
In the meantime, expect even more work for tax lawyers.
“We’re used to December being super busy,” Burton said. “But it now feels like every month since the One Big Beautiful Bill passed is like December, so we’ve had, like, you know, eight Decembers in a row.”