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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.
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Unlike just about every other car sales event, this one has a real — congressionally mandated — end date.
Car salespeople, like all salespeople, love to project a sense of urgency. You know the familiar seasonal rhythm of the TV commercial: Toyotathon is on now — but hurry in, because these deals won’t last. The end of the discount is, of course, an arbitrary deadline invented to juice that month’s sales figures; there’ll be another sale soon.
But in the electric vehicle market there’s about to be a fire sale, and this time it really is a race against the clock.
Federal incentives for EVs and EV equipment were critically endangered the moment Donald Trump won the 2024 presidential election. Now, with the passage of the omnibus budget reconciliation bill on the Fourth of July, they have a hard expiration date. Most importantly, the $7,500 federal tax credit for an EV purchase is dead after September 30. Drivers who might want to go electric and dealerships and car companies eager to unload EVs are suddenly in a furor to get deals done before the calendar turns to October.
The impending end of the tax credit has already become a sales pitch. Tesla, faced with sagging sales numbers thanks in part to Elon Musk’s misadventures in the Trump administration, has been sending a steady slog of emails trying to convince me to replace my just-paid-off Model 3 with another one. The brand didn’t take long to turn the impending EV gloom into a short-term sales opportunity. “Order soon to get your $7,500,” declared an email blast sent just days after Trump signed the bill.
On Reddit, the general manager of a Mississippi dealership posted to the community devoted to the Ioniq 9, Hyundai’s new three-row all-electric SUV, to appeal to anyone who might be interested in one of the three models that just appeared on their lot. It’s an unusual strategy, a local dealer seeking out a nationwide group of enthusiasts just to move a trio of vehicles. But it’s not hard to see the economic writing on the wall.
The Ioniq 9 is a cool and capable vehicle, but one that starts at $59,000 in its most basic form and quickly rises into the $60,000s and $70,000s with fancier versions. Even with the discount, the Ioniq 9 costs far more than many of the more affordable gas-powered three-row crossovers. And now the vehicle has come down with a serious case of unlucky timing, with deliveries beginning this summer just ahead of the incentive’s disappearance. As of October 1, the EV could become an albatross that nobody in suburban Memphis wants to drive off the lot.
Over the past year, Ford has offered the Ford Power Promise, an excellent deal that throws in a free home charger plus the cost of installation to anyone who buys a new EV. That deal was supposed to expire this summer. But the Detroit giant has extended its offer until — surprise — Sept. 30, in the hopes of enticing a wave of buyers while the getting is good.
This isn’t the first time EV-makers have been through such a deadline crunch. When the $7,500 federal tax credit for EV purchases first started in 2010, the law was written so that the benefit phased out over time once a car company passed a particular sales threshold. By the time I bought my EV in the spring of 2019, for example, Tesla had already sold so many vehicles that its tax credit was halved from $7,500 to $3,750. We had to rush to take delivery in the last few days of June as the benefit was slated to fall again, to $1,875, on July 1, before it disappeared completely in 2020.
The Inflation Reduction Act passed under President Biden not only reinstated the $7,500 credit but also took away the gradual decline of the benefit; it was supposed to stick around, in full, until 2032. But despite Trump’s on-again, off-again bromance with Elon Musk, the president followed through on his long-term antagonistic rhetoric against EVs by repealing the benefit as part of this month’s disastrous big bill.
Trump, despite his best efforts, won’t kill the EV. The electric horse has simply left the barn — the world has come too far and seen too much of what electrification has to offer to turn back just because the current U.S. president wants it to. But the end of the EV tax credit (until a different regime comes into power, at least) seriously imperils the economic math that allowed EV sales to rise steadily over the past few years.
As a result, now might be the best time for a long time to buy or lease an electric vehicle, with remarkably low lease payments to be found on great EVs like the Hyundai Ioniq 5 and Chevy Equinox. Once the tax breaks are gone, lease deals (which got lots of drivers into EVs without them having to worry about long-term ownership questions) are likely to grow less enticing. EVs that would have been cost-competitive with gasoline counterparts when the tax credits taken into account suddenly aren’t.
Plenty of drivers will continue to choose electric even at a premium price because it’s a better product, sure. But hopes of reaching many more budget-first buyers have taken a serious hit. It could be a dream summer to buy an EV, but we’re all going to wake up when September ends.
On the NRC, energy in Pennsylvania, and Meta AI
Current conditions: Air quality alerts will remain in place in Chicago through Tuesday evening due to smoke from Canadian wildfires • There is a high risk of a tropical depression forming in the Gulf this week • The rain is clearing on the eastern seaboard after 2.64 inches fell in New York’s Central Park on Monday, breaking the record for July 14 set in 1908.
The Trump administration is putting pressure on the Nuclear Regulatory Commission to “rubber stamp” all new reactors, Politico reports based on conversations with three people at the May meeting where the expectation was relayed. The directive to the NRC’s top staff came from Adam Blake, a representative of the Department of Government Efficiency, who apparently used the term “rubber stamp” specifically to describe the function of the independent agency. NRC’s “secondary assessment” of the safety of new nuclear projects would be a “foregone conclusion” following approval by the Department of Energy or the Pentagon, NRC officials were made to believe, per Politico.
A spokesperson for the NRC pointed to President Trump’s recent executive order aiming to quadruple U.S. nuclear power by 2050 in response to Politico’s reporting. Skeptics, however, have expressed concern over the White House’s influence on the NRC, which is meant to operate independently, as well as potential safety lapses that might result from the 18-month deadline for reviewing new reactors established in the order.
President Trump and Republican Senator Dave McCormick of Pennsylvania will announce a $70 million “AI and energy investment” in the Keystone State at the inaugural Pennsylvania Energy and Innovation Summit today in Pittsburgh. The event is meant to focus on the development of emerging energy technologies. Organizers said that more than 60 CEOs, including executives from ExxonMobil, Chevron, BlackRock, and Palantir, will be in attendance at the event hosted by Carnegie Mellon University. BlackRock is expected to announce a $25 billion investment in a “data-center and energy infrastructure development in Northeast Pennsylvania, along with a joint venture for increased power generation” at the event, Axios reports.
Ahead of the summit, critics slammed the event as a “moral failure,” with student protests expected throughout the day. Paulina Jaramillo, a professor of engineering and public policy at Carnegie Mellon, wrote on Bluesky that the summit was a “slap in the face to real clean energy researchers,” and that there is “nothing innovative about propping up the fossil fuel industry.” “History will judge institutions that chose short-term gain over moral clarity during this critical moment for climate action and scientific integrity,” she went on.
On Monday, Meta founder and CEO Mark Zuckerberg confirmed on Threads that the company aims to become “the first lab to bring a 1GW+ supercluster online” — an ambitious goal that will require the extensive development of new gas infrastructure, my colleague Matthew Zeitlin reports. The first gigawatt-level project, an Ohio data center called Prometheus, will be powered by Meta’s own natural gas infrastructure, with the natural gas company Williams reportedly building two 200-megawatt facilities for the project in Ohio. The buildout for Prometheus is in addition to another Meta project in Northeast Louisiana, Hyperion, that Zuckerberg said Monday could eventually be as large as 5 gigawatts. “To get a sense of the scale we’re talking about, a new, large nuclear reactor has about a gigawatt of capacity, while a newly built natural gas plant could supply only around 500 megawatts,” Matthew writes. Read his full report here.
BYD
Electric vehicle sales are currently on track to outpace gasoline car sales in China this year, Bloomberg reports. In the first six months of 2025, new battery-electric, plug-in hybrid, and extended-range electric cars accounted for 5.5 million vehicles sold in the country (compared to 5.4 million sales of new gasoline cars), and are projected to top 16 million before the end of December — both of which put EVs a hair over their combustion-powered competitors.
By contrast, battery-electric cars only accounted for 28% of new-car sales in China last year, per the nation’s Passenger Car Association. But “sales this year have been spurred by the extension of a trade-in subsidy” as well as the nation’s expansive electrified lineup, including “several budget options” like BYD’s Seagull, Bloomberg writes. “China is the only large market where EVs are on average cheaper to buy than comparable combustion cars,” BloombergNEF reported last month.
Window heat pumps are an extremely promising answer to the conundrum of decarbonizing large apartment buildings, a new report by the nonprofit American Council for an Energy-Efficient Economy has found. Previously, research on heat pumps had primarily focused on their advantages for single-family homes, while the process of retrofitting larger steam- and hot-water-heated apartment buildings remained difficult and expensive, my colleague Emily Pontecorvo explains. But while apartment residents used to have to wait for their building to either install a large central heat pump system for the whole structure, or else rely on a more involved “mini-split” system, newer technologies like window heat pumps proved to be one of the most cost-effective solutions in ACEEE’s report with an average installation cost of $9,300 per apartment. “That’s significantly higher than the estimated $1,200 per apartment cost of a new boiler, but much lower than the $14,000 to $20,000 per apartment price tag of the other heat pump variations,” Emily writes, adding that the report also found window heat pumps may be “the cheapest to operate, with a life cycle cost of about $14,500, compared to $22,000 to $30,000 for boilers using biodiesel or biogas or other heat pump options.” Read Emily’s full report here.
California was powered by two-thirds clean energy in 2023 — the latest year data is available — making it the “largest economy in the world to achieve this milestone,” Governor Gavin Newsom’s office announced this week.
CEO Mark Zuckerberg confirmed the company’s expanding ambitions in a Threads post on Monday.
Meta is going big to power its ever-expanding artificial intelligence ambitions. It’s not just spending hundreds of millions of dollars luring engineers and executives from other top AI labs (including reportedly hundreds of millions of dollars for one engineer alone), but also investing hundreds of billions of dollars for data centers at the multi-gigawatt scale.
“Meta is on track to be the first lab to bring a 1GW+ supercluster online,” Meta founder and chief executive Mark Zuckerberg wrote on the company’s Threads platform Monday, confirming a recent report by the semiconductor and artificial intelligence research service Semianalysis that
That first gigawatt-level project, Semianalysis wrote, will be a data center in New Albany, Ohio, called Prometheus, due to be online in 2026, Ashley Settle, a Meta spokesperson, confirmed to me. Ohio — and New Albany specifically — is the home of several large data center projects, including an existing Meta facility.
At the end of last year, Zuckerberg said that a datacenter project in Northeast Louisiana, now publicly known as Hyperion, would take 2 gigawatts of electricity; in his post on Monday, he said it could eventually be as large as 5 gigawatts. To get a sense of the scale we’re talking about, a new, large nuclear reactor has about a gigawatt of capacity, while a newly built natural gas plant could supply only around 500 megawatts.
As one could perhaps infer from the fact that their size is quoted in gigawatts instead of square feet or number of GPUs, whether or not these data centers get built comes down to the ability to power them.
Citing information from the natural gas company Williams, Semianalysis reported that Meta “went full Elon mode” for the New Albany datacenter, i.e. is installed its own natural gas infrastructure. Specifically, Williams is building two 200-megawatt facilities, according to the gas developer and Semianalysis, for the Ohio project. (Williams did not immediately respond to a Heatmap request for comment.)
Does this mean Meta is violating its commitments to reach net zero? While the data center buildout may make those goals more difficult to achieve, Meta is still investing in new renewables even as it’s also bringing new gas online. Late last month, the company announced that it was procuring almost 800 new megawatts of renewables from projects to be built by Invenergy, including over 400 megawatts of solar in Ohio, roughly matching the on-site generation from the Prometheus project.
But there’s more to a data center’s climate footprint than what a big tech company does — or does not — build on site.
The Louisiana project, Hyperion, will also be served by new natural gas and renewables added to the grid. Entergy, the local utility, has proposed 1.5 gigawatts of natural gas generation near the Meta site and over 2 gigawatts of new natural gas in total, with another plant in the southern part of the state to help balance the addition of significant new load. In December, when the data center was announced, Meta said that it planned to “bring at least 1,500 megawatts of new renewable energy to the grid.” Entergy did not immediately respond to a Heatmap request for comment on its plans for the Hyperion project.
“Meta Superintelligence Labs will have industry-leading levels of compute and by far the greatest compute per researcher. I'm looking forward to working with the top researchers to advance the frontier!” Zuckerberg wrote.