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Kamala Harris quickly rang up endorsements from Democratic elected officials and convention delegates Sunday afternoon after President Joe Biden ended his re-election campaign, making Vice President Harris the likeliest Democratic nominee for the presidency of the United States. Many of these plaudits came from figures in the climate policy space, but few were quite as vociferous as the one from Gina McCarthy, a director of the Environmental Protection Agency under President Obama and White House climate advisor under Biden.
“Vice President Harris would kick ass against Trump,” she said in a statement. “She has spent her whole life committed to justice, fighting for the underdog, and making sure that no one is above the law. She will fight every day for all Americans to have access to clean air, clean water, and a healthy environment.”
When Harris has had the chance to formulate climate action on her own — as the attorney general of California, as a U.S. senator, as a candidate for the Democratic presidential nomination in 2020 — it has tended to be aggressive in its timelines for decarbonization and heavily focused on the harms that fossil fuel extraction and processing inflict on marginalized communities.
As vice president, however, she has been subsumed into the rollout of both the Inflation Reduction Act and the Infrastructure Investment and Jobs Act. In some cases, the programs she’s pitched and praised have an organic connection to her own personal policy work — a grant program for electric school buses, for instance, the launch of which was the source of one of her more enduring Kamala-isms: “Who doesn’t love a yellow school bus?”
Assuming she wins the party’s nomination and then, finally, the White House, a Kamala Harris climate agenda would no doubt look much like Biden’s. To people who’ve been paying attention all along, however, there’s no reason to think she couldn’t push the country even more zealously toward decarbonizing.
For one, there’s the historical record. Harris not only endorsed Green New Deal legislation in 2019, she also put out a climate plan during her campaign that included $10 trillion of public and private spending and called for reaching net-zero by 2045, achieving a carbon neutral electric grid by 2030, no new fossil fuel leasing on public lands, and a carbon pollution fee. While expansive, Harris’s plan was not the work of someone like Jay Inslee, who has legislated on climate for years, or Bernie Sanders, who was willing to simply outbid his fellow candidates on progressive policy, but her climate policy was the process of consulting with climate activists. In fact, her team had reached out to Inslee’s after he dropped out for advice on climate, Jamal Raad, Inslee’s campaign communications director, told me.
“If we jump in the Wayback Machine, [Harris] was one of the most ambitious presidential candidates in the 2020 primary cycle,” Justin Guay, program director at Quadrature Climate Foundation, told me. “She had the largest proposed spending plan of any candidate not named Bernie. She promised a sum 10 times that of the greatest climate president we’ve ever had, Joe Biden.” Importantly, he added, she focused on “sticks, not just carrots,” including investigating and bringing lawsuits against fossil fuel companies, as she’d done in California. This, he said, is “red meat for the climate base.”
Where she did stand out in the Senate, on the campaign trail, and in the Biden administration was in her focus on environmental justice, an issue combining green politics and racial justice that she used to reach out to the party’s left wing. By the time the she was picked to be President Biden’s vice presidential nominee, she had won the praise of both the youth-led Sunrise Movement (which has since protested outside her Southern California home and notably withheld its support from Biden during his reelection campaign) and Evergreen Action, a climate policy group built by former Inslee staffers. “She made environmental justice central to her climate plans on the presidential campaign,” said Raad, an Evergreen Action cofounder.
In the summer of 2019, she joined up with Alexandria Ocasio-Cortez on a bill that would have required all climate-related legislation to undergo a review of its effect on “frontline communities,” those living adjacent to energy-related facilities, which tend to be disproportionately populated by poor people of color, and created offices of climate equity within the Congressional Budget Office and the Office of Management and Budget.
While this particular piece of legislation went nowhere, the motivating ideas have been all over the Biden-Harris White House’s policy agenda — in tax benefits directed toward projects in “energy communities;” in the Justice40 Initiative, which aims to direct 40% of climate and related spending to flow toward disadvantaged communities; and in the Greenhouse Gas Reduction Fund, a.k.a. “green banks,” aimed at making climate-friendly investing more affordable.
That’s all great, Raad told me. But he also added, “What’s more relevant has been how central she’s made climate in her vice presidency as one of her top priorities.” Harris reached out to Raad and others in the run-up to the IRA’s passage, he said. “She held a town hall. She barnstormed the country. As far as folks wanting further momentum in the next presidency, that’s the more relevant development — that she wanted to be associated with climate action.”
Whatever her policy priorities as president, they would have to fit between the lines of what would be, at best, narrow majorities in both chambers of Congress, limited by the filibuster and reconciliation process, along with large policy shifts that any new administration will have to deal with, such as the expiration of key portions of the 2017 Tax Cuts and Jobs Act in 2025. It will be a far distance from the heady days of the 2020 Democratic primary campaign, when Harris eagerly participated in a bidding war between the candidates for the most aggressive and expansive climate program — less Frank Capra, more Alan J. Pakula.
“The reality is that the climate movement should focus as much, if not more, on creating the conditions that force politicians to act on climate as we do pushing for candidates with a hawkish climate policy platform to begin with,” Guay told me. “That was the greatest lesson from the Joe Biden era. He was no climate hawk when he entered the 2020 primaries,” but thanks to decades of unrelenting pressure and calls for more policy ambition, “he emerged the most powerful climate president we’ve ever had.”
Raad, too, emphasized the importance of realpolitik at this point in history. Having a president willing to put herself on the line for climate policy is important — “even if we don’t get major legislation done,” he told me. “We need to make sure the IRA is implemented effectively in the fullest way possible. We need a very careful eye towards writing regulations that are as effective as possible so they’re not getting overturned by Federalist Society judges.” Getting money out the door will be key, he said, “and that’s why we need an advocate in the White House.”
With assistance from Jeva Lange and Robinson Meyer.
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Talking with National Grid’s Matthew Satterwhite about his new report with S&P Global.
This week’s conversation is with Matthew Satterwhite, head of U.S. policy for National Grid. This week National Grid released a report in collaboration with S&P Global I found noteworthy amidst the data center backlash, asserting that building new transmission lines can potentially reduce consumer costs. I reached out asking if we could chat about how this argument leans into the fight over hyperscale infrastructure. I found our conversation illuminating and educational.
The following Q&A was lightly edited for clarity.
Why did you make this report?
It’s all focused on our customers. We’re always looking to find ways to make sure we can provide our service in the most affordable way possible, the most efficient way possible, and we always think of transmission, but it’s fallen out of favor recently. There’s so much demand with large loads, data centers, advanced manufacturing, reshoring. There’s such a need, and a lot of the debate has been focused on what we need on the generation side. We think transmission is an answer, as well.
We focused on what we have control over — since we’re in deregulated states, the only generation we’re doing is to help states reach their renewable goals. It’s a real page-turner. We really get to the core of everything.
Can we lower customer bills with transmission? This report actually showed us that’s a good investment and helps with the resource adequacy and the constraint problems we have in the Northeast. You can bring cheaper electricity in.
With respect to concerns for everyday consumers, how much do you feel like new transmission might alleviate ordinary Americans’ concerns about rising energy prices?
When you look at the demand that’s coming, the projection is that by 2035, we’ll have to add 45 gigawatts, currently. We’re on that path right now. Transmission alone isn’t going to meet that, but the question is, how do we temper that down? What do we do as National Grid to help alleviate the need for all that demand? Can we get that somewhere else rather than in the region by building generation? It's a different version of all of the above. It’s not a generation single answer or a transmission single answer. We think transmission is a big part of that.
This also allows you to bring in cleaner energy from other places. The more robust the network is, you can have energy in different places and bring that in. It replaces the need for some of the generation to be built and pays for itself by creating a cheaper return for customers adding this.
How much of the data center backlash is affecting your transmission project planning calculus? How is it changing what lines are built in the country?
We’re focused on how we can provide the cheapest service for our customers and physics. It’s science and long-term planning. We don’t have the luxury — we can’t follow, this month we’re thinking something, someone got mad, and so we’re thinking something else. We study a lot of science and physics to figure out how to build the grid.
Do you feel like the average Joe Schmoe American sees transmission as making their life less expensive and making their electricity more reliable?
I think there’s frustration and a lack of understanding about the industry overall. There’s fear of the unknown. Are data centers really driving everything that’s happening? That’s where I think, with reports like this, the benefit of it will be that people will read this and see there’s other things we can do to address the load that we need, something different than building a bunch of generation plants.
How do the question marks around whether data centers get built affect transmission planning? How much harder is the backlash making your job?
It’s a science question. Do we do a bunch of work and then nothing happens? That’s why states put their policies out. There’s multiple studies you go through with a region and with a utility. I think that’s one reason why you see states slowing down, to make sure the policy is in check so people don’t do work they don’t need to do. It’s about having the policy to make sure, if you’re studying something, you’re doing it with a purpose.
Plus more of the week’s biggest development fights.
1. Clark County, Nevada – The first data center approved on federal lands has hit a legal brick wall.
2. Jackson County, Missouri – We have yet another high-profile case of a city councilor losing their job over voting for a data center, and this one’s a doozy.
3. Utah – What’s it take for the Bureau of Land Management to approve a big transmission line for zero-emission energy generation these days? Geothermal, baby.
4. Huntsville, Alabama – You can’t even build a tiny battery storage facility in the middle of Alabama anymore.
Where temporary moratoria could happen next.
Brace yourself for more statewide data center moratoria.
So far there are only two full state-wide blocks on data center permits, in New York and Texas. At least fifteen states have moratorium legislation in the pipeline, but few if any of those bills stand a chance of becoming law in the short term. Here are five states, however, where a broad development pause may gain momentum in the next year or two — and all of them are crucial to watch this November.
If you blinked you may have missed it: New Hampshire Governor Kelly Ayotte, a Republican, said she wants to enact a statewide data center moratorium.
Ayotte first came out in support of a pause last month at a Rotary Club meeting, declaring, “It does not make any sense at all to site a data center in New Hampshire.” She also reportedly plans to include a moratorium proposal in her upcoming 2027 fiscal budget. New Hampshire’s legislative sessions occur in the first half of the year, so we won’t see action on a moratorium bill this fall. But Ayotte’s statements suggest the Granite State — which is controlled by the GOP — could pivot to a pause very soon.
New Hampshire has very few data centers. Like, almost none. Only two project fights exist in the Heatmap Pro database, both in Portsmouth, and each has been canceled amidst opposition. Ayotte’s remarks were prompted by the fight against a hyperscale project being studied in the small town of Bow at a former coal plant that closed in late 2025.
None of this should surprise anyone familiar with New England NIMBYs. A New Hampshire moratorium also makes sense given the state’s proximity to Maine, which almost had one of its own. Ayotte, who is up for re-election this year, is likely looking at the political fortunes of Governor Janet Mills and trying to avoid potholes ahead of a likely blue wave hitting her state.
This week, Arizona Attorney General Kris Mayes, a Democrat, came out in support of a statewide data center moratorium.
Mayes told Arizonans in a public statement on Monday that she wants to avoid undue strain on the electric grid and adding to the burden of water cuts led by the Trump administration. Phoenix, where opposition grows by the day, seems to be the primary reason. This shouldn’t in any way be a surprise given the backlash to these projects, which in Arizona’s case is rooted in legitimate water security concerns.
One of the first high-profile data center conflicts I ever learned about was in Arizona: Project Blue, which had to move on from the city of Tucson after officials voted it down last summer. That led Amazon to bail from the facility, though it’s still under development elsewhere on county land. Locals are deeply concerned about the water impacts.
Ordinarily an attorney general wouldn’t have any sway on legislative or executive policy, but the state is already quite receptive to restricting data center development. Governor Katie Hobbs has enacted a three-year pause on tax abatements for data centers, and in response to requests for comment on Mayes’ statement, has told media she’s working on more policies targeting the sector. Hobbs has said she will do more in the following legislative session, but it’s not clear what.
The real decisive action here is probably going to be legislation, and that will depend on the reception any moratorium finds with Republicans in the state legislature, which is typically split in this purple state. The Arizona GOP is quite pro-industry, and Mayes’ opponent in her race for re-election opposes restricting data center construction.
You really should get to know the name Cindy Holscher for the next two months.
Holscher, a state senator, won a surprise upset victory in the Democratic gubernatorial primary this year, and currently sits within a one-point margin of her Republican opponent. How’d she get the nom? By calling for a statewide data center moratorium. “It reminds me of when the automobile manufacturers had to put seatbelts into their cars,“ Holscher told MSNOW after she won the primary. “We as a people and as a state just need to make sure there are guardrails in place.”
Kansas politics are weird. The state is best known as a conservative ideological bastion that’s pro-business. Full Republican control of the Kansas government during the Obama era led to significant social services cuts most closely associated with former Governor Sam Brownback. But after that, Kansans seemed to like moderate Democratic governors, electing Laura Kelly in 2022. Kelly is now term limited out of office.
Kansas already has a colorful patchwork of local data center and renewable energy restrictions. Land use is a big deal in this agricultural behemoth. Should Holscher win in a blue wave year, she would have a mandate to enact a statewide moratorium. Still, Republicans control the legislature, and that’s unlikely to change. My major questions are, should Holscher win, would the GOP in state government listen to Holscher’s request? Or can she do this through the executive branch?
Politics nerds are obsessing over Ohio right now. There, Trump acolyte Vivek Ramaswamy is neck-and-neck in the polls for governor with a Democratic candidate who backs a “conditional” data center moratorium: Amy Acton.
What’s a conditional moratorium? It’s in the eye of the beholder, really. Technically speaking, Governor Josh Shapiro instituted a conditional moratorium in Pennsylvania, where data center projects cannot get permits unless they meet very specific standards set by the governor himself. Shapiro did it through executive action, but in this case, it’s unclear whether the moratorium will be codified through that process or through law.
Should Acton win — or if former Senator Sherrod Brown defeats sitting Senator Jon Husted in the U.S. Senate race — I anticipate major legislative action on data centers in Ohio. Republicans there have essentially permanent control of the state legislature, and they’ve historically been pro-data center. But the freakout over opposition to artificial intelligence and hyperscalers in the senate race specifically has spooked national Republicans, who think it provided the opening Brown needed to potentially win back his seat. Acton and Brown’s political fortunes appear to be wedded to one another, linked to a general angst in the American public.
Every top 5 list needs a wild card, and mine is Oklahoma.
Currently, there’s minimal risk of a data center moratorium. I might’ve had this state higher on my list had Gentner Drummond won the runoff for the GOP gubernatorial primary, given his proclivity to side with anti-renewables activists who also oppose data centers. Instead, likely future governor Mike Mazzei is running on a more moderate, Trump-friendly approach to data centers centered on maintaining industry growth while protecting ratepayers from new infrastructure costs. His opponent, Cyndi Munson, supports a one-year moratorium.
I consider Oklahoma’s odds of having a data center moratorium about equal to the chance of a statewide wind energy ban. Momentum for anti-wind legislation began in the state legislature, and I expect the same to happen with data centers. But unlike the wind industry, which has enormous power in the state, data centers are still a nascent industry. This is a place that may take about two or three years to manifest full cultural upheaval over these projects.