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After a decade of leadership, voters are poised to overturn two of its biggest achievements. What happened?

Twenty years ago, you could still get away with calling Redmond, Washington, an equestrian town. White fences parceled off ranches and hobby farms where horses grazed under dripping evergreen trees; you could buy live chicks, alfalfa, and Stetson hats in stores downtown. It wasn’t even unusual for Redmond voters to send Republicans to represent their zip code in the state legislature, despite the city being located in blue King County.
The Redmond of today, on the other hand, looks far more like what you’d expect from an affluent (and now staunchly progressive) suburb of Seattle. A cannabis dispensary with a pride flag and a “Black Lives Matter” sign in the window has replaced Work and Western Wear, and the new high-performing magnet school happens to share a name with one of the most popular cars in the neighborhood: Tesla. But Washington is a state full of contradictions, and among Redmond’s few remaining farms is one registered under the winkingly libertarian name of “Galt Valley Ranch LLC.” It belongs to a multimillionaire who has almost single-handedly bankrolled the most significant challenge yet to Washington’s standing as a national climate leader.
Andrew Villeneuve, the founder of the Northwest Progressive Institute, a left-wing think tank also based in Redmond, told me he’s struggled to get voters to pay attention to ballot measures in the past. “I’ve had no such awareness issues this year,” he said. “Nobody’s like ‘Who’s Brian Heywood?’”
A hedge fund manager, multimillionaire, and recent California transplant, Heywood has in short order made himself the supervillain of Washington’s left. His Joker arc into politics involves fleeing the liberal dystopia of the Golden State in 2010 for the no-income-tax refuge of Washington, only to discover that Olympia was progressive, too. This year, he set out to personally “fix stupid things” in his adopted state by spending $6 million out of pocket on a signature-gathering campaign that ultimately landed four conservative initiatives on Washington’s general election ballot. (His campaign, Let’s Go Washington, is also allusively named, although Heywood told The Seattle Times that he is not a MAGA supporter.)
Two of the four ballot measures Heywood has willed before voters this November address standard small-government gripes: One would repeal the capital gains tax, and the other would allow workers to opt out of the state’s long-term care payroll tax. Others, however, will ask Washingtonians to vote directly on whether to repeal the state’s landmark cap-and-invest carbon-trading program (I-2117) or block its transition away from natural gas (I-2066).
“We’ve faced initiatives like these before,” Villeneuve told me, “but what is different is how many of them are coming at once.”
As in many Western states, it’s relatively easy for a motivated individual with means to collect the roughly 320,000 signatures needed for a petition to end up on the ballot in Washington. (Contract workers are paid up to $5 per signature, and they often descend on ferry lines, where bored motorists can be talked into putting down their names as they wait for the next boat.) But while rich activists have leveraged this system in the past — Washingtonians may remember the name Tim Eyman — the outcome of the ballot measures before voters this fall will be closely watched by other states and legislatures to gauge how directly popular bold climate progress really is.
“What happens in Washington will certainly have an impact on what happens around the rest of the country,” Leah Missik, the Washington deputy policy director at the clean energy nonprofit Climate Solutions, who also serves on the executive board of the No on 2066 campaign, told me. She added, “If these [laws] are in any way repealed or weakened, that is a sign to other states, and I think it would be incredibly damaging and incredibly unfortunate.”
Though politics in Washington have long been conservation-minded and, shall we say, crunchy (I grew up in Redmond), the state really began to stand out as a leader in progressive climate policy with Governor Jay Inslee’s election in 2013. During Inslee’s tenure, Washington committed to one of the most aggressive 100% clean energy pathways in the country, passed a wide-ranging building emissions law that RMI described as “significantly [raising] the level of ambition on what might be possible for other states,” and in 2023 enacted its landmark cap-and-invest program, called the Climate Commitment Act, which has generated over $2 billion in state revenue so far for transit projects, decarbonization initiatives, and clean air and water programs. Washington has even been credited with inspiring some of President Biden’s climate actions in office.
With Inslee, a Democrat, retiring at the end of this term, Let’s Go Washington’s campaign begins to appear designed to dismantle his legacy while proposing little in the way of alternatives. Hallie Balch, the communications director, denied this allegation in an emailed statement, telling me the initiatives “promote choice and affordability.” The cap-and-invest program, for example, “has not done what the governor said it would do,” she said, and “there are no metrics in place to track [its] success.”
Though the CCA’s cap covers about 75% of the state’s total greenhouse gas emissions, it’s true that we’re still a few years away from having a clear picture of the program’s results. (The law’s first compliance deadline for polluters isn’t until this November.) “The CCA has only been around for almost two years at this point, and so we haven’t yet seen the big emissions declines,” Emily Moore, the director of the climate and energy program at the Sightline Institute, a nonpartisan sustainability think tank that does not take an official position on initiatives, told me. “But what we are seeing,” she added, “is the money that it has generated for a whole suite of climate-friendly and community-friendly projects.”
There isn’t a revenue source remotely comparable to cap-and-invest available to fund the state’s transit, infrastructure, and community projects if the program goes away, meaning a repeal would have a dramatic impact on everything from bus service to salmon recovery projects to local heat pump and induction stove rebates, with most likely getting the axe. The program is also one of the main levers Washington has to reach its goal of reducing emissions 95% below 1990 levels by 2050. As one person involved in crafting the CCA described the upcoming vote on I-2117 to me, it’s “life or death for climate action in Washington.”
That’s partially because I-2117 wouldn’t only repeal the CCA; it would also bar the state and any municipality therein from implementing a new climate tax or cap-and-invest program at any point in the future. When asked what an alternative might be last week during a debate at Seattle University’s Department of Public Affairs and Nonprofit Leadership, Heywood vaguely proposed “something that works.”
“We always knew we were going to have to defend this program at the ballot box,” Joe Fitzgibbon, the majority leader of Washington’s House of Representatives and the chair of the House Environment and Energy Committee, who helped create the CCA, told me. He admitted that he’d expected such a defense to take the form of legislative elections, but 2022 came and went without a single backer of the CCA losing their seat. “I guess in hindsight, I thought we were out of the woods,” Fitzgibbon said.
Let’s Go Washington has labeled CCA a “hidden gas tax” and, bundled with its other initiatives, is running on the slogan “vote yes, pay less.” I-2117 is already the most expensive ballot measure campaign of this election cycle — and the most controversial, with Heywood campaigning at gas stations offering discounted gas, which opponents say violates vote-buying anti-bribery laws. But opposition to the initiative has also rallied a remarkable and unprecedented coalition of strange bedfellows in defense of the CCA, including over 500 businesses, environmental groups, health care organizations, faith leaders, tribes — as well as more than 30 breweries, “a very important coalition member in the state of Washington,” as No on I-2117’s communication director Kelsey Nyland quipped to me. Jane Fonda recently swung through the state to stump for I-2117; the ‘no’ campaign even has the support of the Green Jobs PAC, whose contributors include Shell and BP.
Almost all the advocates I spoke to about I-2117 were feeling optimistic ahead of Washington ballots going out at the end of this week, with the most recent Cascade PBS/Elway poll on the initiative showing support has dropped slightly since May; 46% now say they would vote no, over 30% who would vote yes. (Heywood has pointed optimistically to the number of undecided voters this leaves.) Still, it seems pretty unlikely that Washingtonians will repeal their cap-and-invest program.
I-2066 is a different story.
To the immense frustration of its opponents, Let’s Go Washington touts I-2066 as “Stop the Gas Ban.” The measure was only certified for the ballot in July, compared to January for 2117, meaning that organizers have had much less time to mobilize — several major national green groups, including Defenders of Wildlife and the Environmental Defense Action Fund, confirmed to me that they’d endorsed No on I-2117 but not considered a position on I-2066 — and are on the back foot to combat misinformation.
For one thing, there is no gas ban: I-2066, rather, would repeal parts of a Washington law directing its largest utility, Puget Sound Energy, to consider electrification alternatives before installing new gas pipes; scuttle a pilot effort to promote thermal energy networks as a gas alternative; and, most starkly, it would bar cities and towns, as well as Washington’s energy code, from “prohibiting, penalizing, or discouraging” gas appliances in buildings. “Discouraging” does a lot of work here. For example, Seattle’s building emissions performance standard, which doesn’t ban gas but nudges large developments toward a 2050 net-zero emissions target, could be in jeopardy.
Still, all of this is a lot to expect voters to sort through in the few minutes they might spend filling in the bubbles in their ballot, especially when Let’s Go Washington is making out its message to sound like one simply about energy choice. Add the opaque triple-negative climate campaigners have to sell (“vote no on a ban on banning gas”), and the messaging headaches grow more severe.
Earlier this month, the editorial board for the largest media outlet in Washington, The Seattle Times, endorsed a yes vote on I-2066, arguing for a slower transition away from fossil fuels that leans more heavily on natural gas. “Unfortunately, we are up against a network of fossil fuel corporations and their allies who have a lot of money and who are very invested in the status quo because it perpetuates their wealth and their influence,” Missik, who’s involved with the No on I-2066 campaign, told me, pointing to the Building Industry Association as well as Northwest Natural, National Propane Gas Association, and Koch Industries, who have backed the other side. I-2066 is also polling much better than I-2117; as of September, 47% of voters said they would vote yes, compared to 29% who said they’d vote no.
Rather than interpret those numbers as the electorate’s backlash to Washington’s climate progress, advocates argue they indicate how fossil fuel groups have successfully capitalized on the door propped open by Heywoods’s signature-gathering campaigns. It’s “because one guy opened his wallet; it is that simple,” Villeneuve, the founder of the Northwest Progressive Institute, said. “There is no grassroots movement to overturn these laws; it doesn’t exist. Brian Heywood brought this entire thing into being.” Or, as Missik put it: “Most Washingtons do believe in climate progress, whether or not this will be overridden by money. I sure hope not.”
All of this ultimately brings us back to the question of what Heywood’s whole deal is. With the singular exception of I-2066, his $6 million initiatives seem mostly doomed.
Some I spoke to floated the idea that Heywood and his allies are using Washington as a testing ground for dismantling climate action and seeing what sticks. “If it can happen here, it can happen anywhere: It can happen in California, it can happen in Colorado, it can happen in New York, it can happen in all these states that have passed really strong climate policies,” Caitlin Krenn, the climate and clean energy director of the nonprofit Washington Conservation Action, told me.
But there are other rumors, too. The Washington State Standard’s Jerry Cornfield recently quoted a local GOP chair calling Heywood’s initiatives “a powerful tool” that will “help get Republicans elected” — essentially, a turnout generator. (“We certainly want to see as many people as are eligible to vote exercise their right to make their voices heard, but our top priority is to educate voters about what's at stake with the initiatives this November,” Balch told me in response.) And then there is Heywood’s ranch. Republicans have long cosplayed as rural farmers and cowboys to tap into the masculine conservative fantasy of rugged individualism (what Texas Monthly once called “authenticity drag”). It’s essentially an image-building exercise — perhaps not so unlike positioning yourself as the guy who tried to rein in the state’s runaway Dems.
So far, Heywood has dodged questions about whether he plans to run for governor, and his campaign told me he “isn't using the initiatives as anything other than a way to bring broken policies directly to the people to vote on.” But with this year’s ballots going out to Washington voters today, it’s also a question for another time.
Regardless of what happens, many of the organizers I spoke to rejected the framing of Washington voters cooling on climate. One went as far as to tell me that the time, attention, and money Heywood has spent trying to roll back Washington’s progress is the highest compliment of all. “This is part of the process of doing big things,” Isaac Kastama, who was involved in enacting the CCA and now works for the advocacy group Clean and Prosperous Washington, told me. “If it’s not big and if it goes undetected, that probably means you’re not doing something serious enough.”
Editor’s note: This story has been updated to clarify the scope of I-2117 and correct what Let’s Go Washington has termed a “hidden gas tax.”
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Much of the world is once again asking whether fossil fuels are as reliable as they thought — not because power plants are tripping off or wellheads are freezing up, but because terawatts’ worth of energy are currently stuck outside the Strait of Hormuz in oil tankers and liquified natural gas carriers.
The current crisis in many ways echoes the 2022 energy cataclysm, kicked off when Russia invaded Ukraine. Then, oil, gas, and commodity prices immediately spiked across the globe, forcing Europe to reorient its energy supplies away from Russian gas and leaving developing countries in a state of energy poverty as they could not afford to import suddenly dear fuels.
“It just shows once again the risk of being dependent on imported fossil fuels, whether it’s oil, gas, LNG, or coal. It’s an incredibly fragile system that most of the world depends on,” Nick Hedley, an energy transition research analyst at Zero Carbon Analytics, told me. “Most people are at risk from these shocks.”
Countries suddenly competing once again for scarce gas and oil will have to make tough decisions about their energy systems, with consequences for both their economies and the global climate. In the short run, it is likely that many countries will make a dash for energy security and seek to keep their existing systems running, either paying a premium for LNG or turning to coal. In the long run, however, this moment of energy scarcity could provide yet another reason to turn towards renewables and electrification using solar panels and batteries.
The immediate economic risks may be most intense to Iran’s east.
About 90% of LNG from Qatar goes to Asia, with Qatar serving as essentially the sole supplier of LNG to some countries. Even if there’s more LNG available from non-Qatari sources, many poorer Asian countries are likely to lose out to richer countries in Europe or East Asia that can outbid them for the cargoes.
For countries like Pakistan and Bangladesh, “The result is demand destruction, not aggressive spot purchasing,” according to Kpler, the trade analytics service.
LNG supply is “critical” for Asia — roughly a fifth of Asia’s power can be traced back to LNG from the Middle East, Morgan Stanley analysts wrote in a note to clients Thursday.
In its absence, coal usage will likely tick up in the power sector, leading to declining air quality locally and higher emissions of greenhouse gases globally. “For uninterrupted power, coal remains the key alternative to LNG and there is flex capacity available in South Asia, which has seen new coal plants open,” the Morgan Stanley analysts wrote.
In India, the government is considering implementing an emergency directive to coal-fired power plants to “boost generation and to plan fuel procurement to meet peak summer demand,” sources told Argus Media.
Anne-Sophie Corbeau, global research scholar at the Columbia University Center on Global Energy Policy, told me that she does “expect to see some coal switching,” and that she has “already seen an increase in coal prices.” Benchmarks have already risen to their highest level in at least two years, according to the Financial Times.
This likely coal surge comes as two of the world’s most coal-hungry economies — namely India and China — saw their electricity generation from coal power drop in 2025, the first time that’s happened in both countries at once in around 50 years, according to an analysis by Lauri Myllyvirta of the Centre for Research on Energy and Clean Air. In much of the rich world, by contrast, coal consumption has been falling for decades.
At the same time energy insecurity may tempt countries to stoke their coal fleet, the past few years have also offered examples of huge deployments of solar in some of the countries most affected by high fossil fuel prices, leading some energy analysts to be guardedly optimistic about how the world could respond to the latest energy crisis.
In the developing world especially, the need to import oil for gasoline and natural gas for electricity generation weighs on the terms of trade. Countries become desperate to export goods in exchange for hard currency to pay for essential fuel imports, which are then often subsidized for consumers, weighing on government budgets. But at least for electricity and transportation, there are increasingly alternatives to expensive, imported fossil fuels.
“This is the first oil and gas crisis-slash-pricing scare in which clean alternatives to oil and gas are fully price-competitive,” Isaac Levi, an analyst at CREA, told me. “Looking at the solar booms, we can expect this to boost clean energy deployment in a major way, and that will be the more significant and durable impact.”
The most cited example for this kind of rapid emergency solar uptake is Pakistan, which has experienced one of the fastest solar conversions in history and expects this year to see a fifth of its electricity come from solar, according to the World Resources Institute.
The country was already under pressure from the rising price of energy following the Russian invasion of Ukraine in 2022, when it was forced to hike fuel and power prices and cut subsidies as part of a deal with the International Monetary Fund. From 2021 to 2024, Pakistan’s share of generation from solar more than tripled thanks to the growing glut of inexpensive Chinese solar panels that were locked out of the rich world — especially the United States — by tariffs.
“Countries which are heavily dependent on fossil fuel imports are once more feeling very nervous,” Kingsmill Bond, an energy strategist at the clean energy think tank Ember, told me. “The interesting thing is we have two answers: renewables and electrification. If you want quick results, you put solar panels up quickly.”
Other examples of fast transitions have been in transportation, particularly electric cars.
Ethiopia banned the import of internal combustion vehicles due to worries about the high costs of oil imports and fuel subsidies. EVs make up some 8% of the cars on the road in the East African country, up from virtually zero a few years ago. In Asia, Nepal executed a similar push-pull as part of a government effort to reduce both imports and smog; about five years later, over three-quarters of new car sales in the country were electric.
But getting all the ducks in a row for a green transition has proven difficult in both the rich world and the developing world. Few countries have been able to electrify their economies while also powering them cheaply and cleanly. Ethiopia and Nepal are two examples of electrifying demand for power, particularly transportation. But while the two countries are poor compared to much of the world, they are rich in water and elevation, giving them plentiful firm, non-carbon-emitting electricity generation.
Pakistan, on the other hand, is far from being able to, say, synthesize fertilizers at scale with renewable power. In addition to being a power source, natural gas is also a crucial input in industrial fertilizer manufacturing. Faced with spiking costs, fertilizer plants in Pakistan are shutting down, imperiling future food supplies. All the cheap Chinese solar panels and BYD cars in the world can’t feed a chemical plant.
What remains to be seen is whether this crisis will be severe and enduring enough to lead to a fundamental rethinking about the global energy supply — what kind of energy countries want and where they will get it.
“Energy security crises produce the same structural response: the search for sources that do not require crossing borders and global chokepoints,” Jeff Currie, a longtime commodities analyst, and James Stavridis, a retired admiral and NATO’s former Supreme Allied Commander, argued in an analysis for The Carlyle Group. “Solar, wind, and nuclear are children of the 1970s oil shocks — with growth driven by security, not environmentalism.”
While the United States is not unaffected by the unfolding energy crisis — gasoline prices have spiked over $0.25 per gallon in the past week, and diesel prices have spiked $0.40 — its resilience comes from both its domestic oil and gas production and its solar, wind, and nuclear fleets. Much of this electricity generation and power production can be traced back in some respect to those 1970s oil shocks.
In 2024, the United States imported 17% of its primary energy supply, according to the Energy Information Administration, compared to a peak of 34% in 2006 and the lowest since 1985. Today, Asia still imports 35%, and Europe 60%, Bond told me.
“That’s massive levels of dependency in a fragile world,” Bond said. “It’s a question of security.”
On Galvanize’s latest fund strategy and more of the week’s big money moves.
This week brings encouraging news for companies on land and offshore, from the Netherlands to East Africa. First up — and in spite of a federal administration that appears to be actively hostile toward residential and commercial electrification and energy efficiency measures — California gubernatorial candidate Tom Steyer’s investment firm Galvanize just closed a fund devoted to decarbonizing real estate. Elsewhere, we have a Dutch startup pursuing a novel approach to clean heat production, a former Tesla exec rolling out electric motorbikes in East Africa, and an offshore wind developer plans to pair its floating platform with underwater data centers.
With electricity costs on the rise and war in Iran pushing energy prices further upward, energy efficiency measures are looking more prudent — and more profitable — than ever. Amidst this backdrop, the asset manager and venture firm Galvanize announced the close of its first real estate fund, bringing in $370 million as the firm looks to make commercial buildings cleaner and better able to weather price fluctuations in global energy markets.
Galvanize, co-founded by the billionaire Tom Steyer, is already doling out this money, investing in 15 buildings across 11 cities so far. The firm targets real estate in cities where demand is outpacing supply, performing decarbonization upgrades such as installing on-site solar generation and undertaking energy efficiency retrofits such as improved insulation and weatherproof windows.
Galvanize is betting that fluctuations and increases in energy prices will grow faster than the cost of upgrading buildings to be more efficient and lower-emissions, making its strategy profitable in the long-term.
While I’ve long followed thermal battery companies like Rondo and Antora, which use renewable energy to heat up hot rocks capable of delivering industrial heat, I was unaware of iron fuel’s potential to do much the same. That changed this week when the Dutch startup Rift announced it had raised $132 million to commercialize this technology.
The startup produces high-temperature heat by combusting iron powder with ambient air in a specialized boiler engineered to handle metal fuels. This process produces a flame that can reach 2,000 degrees Celsius without emitting any carbon dioxide. The resulting heat can then be delivered as steam, hot water, or hot air to industrial facilities, with the only byproduct being iron oxide (rust), which itself can then be collected and converted back into iron fuel by reacting it with hydrogen produced via low-carbon processes.
Rift’s latest funding comprises a $96.2 million Series B round involving several Netherlands-based investors, along with a $35.5 million grant from the EU Innovation Fund. Both pots of money will support the construction of the company’s first production facility for iron fuel boilers. Rift’s first customer is the building materials manufacturer Kingspan Unidek, with whom it’s developing a project that Rift says will result in over a million metric tons of avoided emissions over a 15-year period.
The electric vehicle transition looks pretty different in East Africa, where two-wheeled motorcycles dominate daily commuting and urban transit. These smaller, lighter vehicles are simple and cheap to electrify, and while their upfront cost is higher than gasoline-powered bikes, operating expenses can be 50% lower. This week, the market received a boost as e-motorbike startup Zeno announced a $25 million Series A round to scale production of its flagship bike.
The round was led by the climate tech VC Congruent Ventures, with support from other heavyweights such as Lowercarbon Capital. Zeno’s CEO Michael Spencer, who left Tesla in 2022 to start the company, sees a larger electrification opportunity in emerging economies than here in the U.S. As he told TechCrunch when Zeno emerged from stealth in fall 2024, “the Tesla master plan has more legs and more room to run with lower hurdles in emerging markets.”
Spencer saw particular potential to sell low-cost motorbikes with batteries that Zeno would own rather than the customer, meaning they can’t charge their bikes at home. Riders instead rely on swap stations where they can exchange depleted batteries for fully charged ones — much as the Chinese electric vehicle company Nio does with its cars.
Zeno designs and manufactures its own bikes and charging infrastructure, with 800 motorbikes sold and 150 charging and battery-swap stations installed across four cities across Kenya and Uganda. With this latest influx of cash, the company plans to fulfill its backlogged orderbook, which it says now has more than 25,000 retail and fleet customers.
Data centers developers are hitting bottlenecks securing energy, land, and social acceptance — so the startup Aikido wants to ship them out to sea, where it says “energy, cooling and space are abundant.” This week, the offshore wind developer revealed its novel floating turbine platform, designed to co-locate wind generation and battery storage with data centers submerged in compartments connected to the turbine itself.
The installation would still be grid-connected, but the idea is that the turbine and batteries will meet most of the data center’s energy needs, drawing on the grid mainly during the summer when the wind dies down. A 100-kilowatt proof of concept is already being developed in Norway, with the first commercial deployment slated for the U.K. sometime in 2028. Eventually, Aikido says it envisions building “gigawatt-scale” data centers at sea — an ambitious undertaking in a notoriously harsh environment.
But as CEO Sam Kanner reasoned in a press release, “before we go off-world, we should go offshore” — a likely jab at Elon Musk, who has repeatedly expressed his desire to launch data centers into space to rid himself of terrestrial concerns over real estate and energy.
A conversation with Center for Rural Innovation founder and Vermont hative Matt Dunne.
This week’s conversation is with Matt Dunne, founder of the nonprofit Center for Rural Innovation, which focuses on technology, social responsibility, and empowering small, economically depressed communities.
Dunne was born and raised in Vermont, where he still lives today. He was a state legislator in the Green Mountain State for many years. I first became familiar with his name when I was in college at the state’s public university, reporting on his candidacy for the Democratic gubernatorial nomination in 2016. Dunne ultimately lost a tight race to Sue Minter, who then lost to current governor Phil Scott, a Republican.
I can still remember how back in 2016, Dunne’s politics then presaged the kind of rural empathy and economic populism now en vogue and rising within the Democratic Party. Dunne endorsed Vermont Senator Bernie Sanders’ 2016 presidential bid and was backed by the state’s AFL-CIO; Minter, a more establishment Democrat, stayed out of the 2016 primary and underperformed in the general election. It doesn’t surprise me now to see Dunne emerging with novel, nuanced perspectives on how advanced technological infrastructure can succeed in rural America. So I decided to chat with him about the state of data center development today.
The following chat has been lightly edited for clarity.
So first of all, can you tell our readers about your organization in case they’re unfamiliar?
We founded this social enterprise back in 2017 because the economic gap between urban and rural turned into a chasm. We traced the core reasons and it was the winners and losers of the tech economy. There were millions and millions of jobs created from the great recession, but the problem was that it was almost exclusively in urban areas, in the services sectors like consulting, finance, and tech. At the end of the day, we believe in the age of the internet there should be no limit to where high-quality technology jobs should thrive.
We work with communities across the country that are rural and looking to add technology as a component to their economy. We help them with strategies – tech accelerators, tech accountability programs, co-working spaces, all the other stuff you need to create a vibrant place where those kinds of companies can emerge so people can come back, come home. We work with 43 regions across 25 states that are all on this journey together and help them secure the resources to execute on that journey.
One of the reasons I wanted to speak with you is your history in Vermont. I went to the University of Vermont, and I loved living there, but there aren’t jobs to keep kids there which is still a huge disappointment to young folks who love living in the state.
At the same time the state reflects many of the same signals we see in Heatmap Pro data around advanced industrial development. Large land owners bristle at new projects regardless of their political party, and Democratic voters are more inclined to side more with locavorism than a YIMBY growth-minded approach.
How do your Vermonter roots inform your work, and do they affect the ways you see the conflicts over new advanced tech infrastructure?
What we’ve seen in Vermont after the Great Recession is that there’s lots of available space and a population that’s aged significantly.
This all impacted my outlook as a community development person, and now as a leader of a social enterprise. We need to be thinking proactively about what an economically healthy community looks like and how we ensure we have places importing cash and exporting value in a way that doesn’t destroy what’s amazing about these rural places. You pretty quickly land on tech, as well as maybe some design-related manufacturing where the ideas are local.
To make it clear, we’re building infrastructure for technology communities which is different from building technology infrastructure itself. That’s an important distinction. It’s about giving them the tools to stand up a tech accelerator and have a co-working space that creates community. A good co-working space has good programming, allows for remote workers to go to a place, and you can have those virtuous collisions that lead to something else. A collaboration. A volunteer project. Whatever it is. Having hack-a-thons, lectures or demonstrations on the latest AI technology that can be used. Youth programming around robotics. If you can create a space where that happens, you create a lot of synergy, which is important in smaller markets – you have to be intentional with all of this.
Okay, so considering those practices, what do you think of the way data center development is going?
For the record, I spent six and a half years at Google and was hired at first because of data centers. At the time, I saw Google try to build a big data center in a community of less than 10,000 people in secret, and it didn’t go well because it just doesn’t work, and that’s how I got my job there.
There is a right way to come into a community with a data center or frankly any kind of global company infrastructure project, and there’s a wrong way to do it. The right way is being as transparent as possible, knowing full well that when a brand name is mentioned, the price goes through the roof for the land. There does have to be some level of confidentiality when you’re ready to go, but once you can, you have to be proactive with it.
You have to be a really good steward on the impacts, whether they’re electrical demand or water demand. It’s about being clear, it’s about figuring out how to mitigate it, and it’s about maintaining your commitment to 100% renewable energy even as you’re bringing online data centers. Oh, and it’s about having a real financial commitment to make sure the community can economically diversify away from being overly dependent on the data center, on that one industry. The data center developers know full well that they’ll create a lot of construction jobs but that’s not going to be a good, sustainable employer. Frankly, the history of rural places is littered with communities that are too dependent on one industry, one company, and that hasn’t
What does that look like from a policy perspective and a community relations perspective?
I think there are models emerging, including from Microsoft, Google, and others, about what good entry and strong commitments look like. It would be great if someone put a line in the sand about 2% of capex going to a community to diversify the economy. It would be great if companies put a reasonable time horizon out there to replace potable water through technology or other kinds of supports. It would be great to see commitments to ratepayers that say people won’t have to foot the bill for increased demand.
Here’s the part we focus on more because we’re not as focused on site selection: Rural America is likely to shoulder the burden of data center infrastructure just like they shouldered the burden of energy production infrastructure. The question at the end of the day is, how do we make sure those communities see the upside? How do we make sure they can leverage tech capacity inside these data centers to be able to have more agency and chart their own economic futures? That’s what we’re really focused on because if you do that, it doesn’t have to be a repeat of the extractive processes of the past, where rural places were used for cheap land and low-wage workers. They can instead be places with lots of land available and incredible innovation, new enterprises and solving the world’s problems.