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An interview with the long-shot candidate with a moonshot climate proposal

In a different world, maybe, Marianne Williamson is president.
There has been no such luck in this one — the 2020 campaign of the best-selling self-help author ended before the Iowa Democratic caucuses, her poll numbers never cresting the low single digits nationally. Though she managed to raise more money than either Washington Governor Jay Inslee or New York City Mayor Bill de Blasio during that time, most Americans likely best remember Williamson today for the memes and jokes about crystals, or the moment during one of the early, carnivalesque Democratic debates when she memorably warned Donald Trump that “I am going to harness love for political purposes and sir, love will win.”
Williamson is running again in 2024, a campaign that might seem even more quixotic than the last: After all, a primary challenger has never won a nomination against an incumbent president in modern U.S. history. During my Zoom conversation with her last week, she as much as admitted that we’re probably not living in a reality right now where the country would conceivably “elect me president.” (Williamson is facing other obstacles, too — there are reports of high turnover within her campaign as well as rumors of her alleged temper contributing to a toxic workplace culture, claims she’s pushed back on).
But if her 2020 campaign was often treated as a joke, the 2024 campaign is earning Williamson a cautious reappraisal. For one thing, she’s huge with the TikTok crowd. Though she was only polling around 9% this spring, that’s “higher than most of Donald Trump’s declared challengers in the GOP primary,” Politico noted at the time; Williamson also, by another poll’s findings, held 20% of the under-30 vote.
Some of the 2020 jokes have also started to look somewhat unfair in retrospect; Eric Adams, the mayor of New York City, is into crystals, too, but he hasn’t faced nearly the same gleeful mockery that Williamson has. Jacobin’s Liza Featherstone went as far as to write a piece earlier this year defending Williamson as a “serious” progressive candidate with a platform that is “essentially the Bernie Sanders 2016 and 2020 agenda.”
Much of the renewed attraction is related to Williamson’s climate agenda. When President Biden approved the Willow Project this spring, he alienated some of his young supporters who felt betrayed by his reneging on “no more drilling.” Williamson has been loudly critical of the Willow Project, and her campaign’s climate action statement is nearly 3,000 words long (and makes no less than three references to World War II).
Calling Williamson’s climate plan “ambitious” is an understatement: She promises everything from reaching “100 percent renewable energy” and phasing out fossil fuel vehicles by 2035; to decarbonizing all buildings by 2045; to investing half the federal funds for highways into transit. But as Williamson herself would say, “ambitious” is what we need. We spoke last week about her vision and what it would take to make it work.
Our conversation has been edited and condensed for clarity.
I’m in London because my daughter had a baby.
Oh, of course I was. Yes, of course. I don’t know how nature could be any louder at this point. This is no longer about what will happen if we don’t act: This is about what is already happening. It wasn’t just the smoke on the East Coast and Canada, either. It was also all the dead fish in Texas. It’s unspeakable.
But our state of — I don’t know if it’s a state of denial. I think we have a critical mass of people who are no longer in denial. The problem is the sclerotic, paralytic nature of the political system in so many areas; the problem is not with the people.
I think the environmental movement has been successful at getting the word not just out, but in the hearts and minds of enough people. But our political system at this point does more to thwart than to facilitate. That’s why it’s so heartbreaking to see tens of thousands of people out on the street. The people are speaking but the voice of the people is not reflected in our political realities. It’s not expressed in our political policies because, obviously, the financial influence of big oil and other nefarious actors drowns out the voice of the people.
It’s going to take a certain kind of leader. There’s a book called No Ordinary Time about Franklin and Eleanor Roosevelt during the Depression and World War II. And when Hitler was beginning his march to Europe, Roosevelt began to realize pretty early — particularly given conditions in England — that we had a serious problem here that would probably only be dealt with if the United States ended the war.
But there was a tremendous trend towards isolationism in that time particularly because of the experience of World War I. So Roosevelt knew that he couldn’t just decide to enter the war. He had to talk to the American people. That’s what the fireside chats were. He had to convince people. And if you have a leader who’s more concerned about following the leader, who’s more concerned about the donors than about, in this case, the survivability of the planet and the species that live on it, then you can’t blame the people for the fact that no one is doing what is necessary to harness the energy we need.
Well, the Inflation Reduction Act had some very nice investments in green energy. [Claps sarcastically]. Applause, applause, applause — until you see that he also approved the Willow Project. If you look at the effects of the Willow Project, that will nullify the effects of the energy investments. (Editors’ Note: The Willow Project is expected to increase annual American emissions by 9.2 million metric tons of carbon dioxide. According to the Rhodium Group, the IRA is projected to cut “439-660 million metric tons in 2030.”)
Plus you add to that the expansion of the military budget and you remember that the U.S. defense establishment, the U.S. military, is the single largest global institutional emitter of greenhouse gases. So this is how that establishment playbook works. Look at what I’m doing! Look at what I’m doing! I’m investing in green energy! I understand that the climate crisis is an existential threat, and I’m giving all this [money to] green energy, nobody’s given so much investment! And then over here, on the other hand, I’m giving more oil drilling permits even than Trump did. I’m approving the Willow Project, I’m expanding the military budget, and I’m approving the exploitation of liquefied natural gas — and we’ve been trained to just say, “oh, okay.”
My problem with nuclear energy is not that I don’t understand the technological advances that make it arguably a safe technology. I understand that. People have said to me so often, “Marianne, you’ve got to read this, Marianne you've got to read that, the technology has improved, it’s safe.” It’s not that I don’t trust the technology. It’s that I don’t trust people.
It’s not about the state of the technology; it’s about the state of our humanity and also the state of our climate. I mean, there’s no predicting weather. There are certain weather catastrophes that could and would override the safety measures of nuclear plants no matter what we did.
And I’m not convinced we need it. When World War II started, we basically had no standing army really. And England didn’t have anything. And Hitler not only had spent the last five years building up his military, but then he absorbed the industrial capacity of every country that he invaded. We had nothing, but you know what? We needed to get something. And we did — and that’s the issue here. The issue is not that we cannot technologically make this happen. The issue is harnessing the energy of the American people in such a way that enough of us want to.
If this country gets to the point where they would elect me president, it’s reasonable to assume it would also be at a place where they were ready to elect the kind of congressional and senatorial legislators who would agree with me and align with me in great enough numbers that my agenda could be effectuated.
[Laughing] Not necessarily.
There are many thousands of people in this country who make a living, pay their rent, put food on the table, and send their kids to college because they work at jobs that are at least indirectly related to the fossil fuel industry. That is not to be ignored. That is not to be underappreciated. There are people who would say, “Wait a minute, I make over $100,000 a year working for an oil company and you want me to make $15 an hour installing solar panels?” That person should not drop through the cracks.
Now, that’s gonna take a lot of mobilization right there when it comes to manufacturing, when it comes to research, when it comes to technology. We can move things laterally but we have to have the intention to do that.
The way I see it, we have a really, really, really big ship here. It’s headed for the iceberg. We’ve got to turn this thing around, but it can’t be turned around in a jackknife; it has to be turned around responsibly and wisely. And part of that, just transition, is respecting the needs of people. And the way we make that transition is very important to me. A lot of those people would not have voted for me, by the way.
I think a lot of people who would be fearful, in the short term, that they would lose out might not vote for me. But that would only be on the misperception that I underestimate their needs.
During the last campaign, I was basically living in Iowa. And I never had been that up close and personal with animals factory farming. And once you have experienced it, seen it, smelled it, you see it in a very different way. I mean, I conceptually know we should all be against cruelty to animals but then when you actually see what goes on, and then read more about slaughterhouses, et cetera, you recognize the moral imperative involved.
When you look at the history of the Western world, one of the historical phase transitions was the destruction of early pagan culture. And there was a time when women held aloft throughout the continent of Europe a sense of divine connection with the Earth, with the trees, with the waters, with the sky. And an early dispensation of Christianity was moving away from the notion of partnership with nature, to a very different paradigm in which nature was seen to have been created for mankind's utilitarian purposes.
Now even when you look at the natural order that way, humanity was instructed to be proper stewards of the world. But obviously, the way things unfolded… The hyper-capitalistic activity of big oil companies certainly does not display — and the laws that enabled that desecration to occur — do not reflect a reverence for the Earth or proper stewardship of it.
It was women who felt this natural connection to the Earth, who were the keepers of that flame and the consciousness of humanity at a particular place and a particular time. To me, feminism means not just standing for women, but standing for all feminine aspects of consciousness. And that means a greater sense of connection to nature, within ourselves, within each other, with animals, and with the Earth itself. So anything that empowers women, to me, increases our capacity to repair the Earth.
I’m an all-of-the-above type. But my natural holistic attitude towards things would be your second category. The first is transactional. Necessary, but not of themselves enough. Especially — I’m not an advocate for nuclear energy.
I don’t think of myself as an environmentalist; I think of myself as a human. You don’t have to call yourself an environmentalist to grieve what’s happening. Not that I wouldn’t call myself an environmentalist, it’s just I have enough labels, I don’t need another one.
I think we are disconnected from those things which are most important. We’ve lost over 50% of our bird species. Think how much more music there used to be in the air, how much more beauty.
I will tell you a moment that changed my life. It didn’t make me think, “Oh, I’m an environmentalist now.” But it impacted me in a way that nature never had before: When I went camping and hiking in the wilderness in Montana. That’s it.
I was one of those people — it’s almost embarrassing to admit this — but I thought, “Oh, yeah, I’ve seen pictures.” But once you go to certain places, you experience awe before nature. And destroying that mountaintop, oil drilling on that land, all the other things we do… You see the rivers, the creeks dying, the fish dying. Once again, it’s not because we were environmentalists. It’s because you’re a human with a modicum of connection to your soul.
East Palestine, Ohio, is a sacrifice zone. These things happen in the areas where people are the least able to absorb the pain. And I heard the fury, I saw the fury, I saw the decency, I saw the dignity, I saw the frustration, the bitterness, the despair, and in some cases, the hopelessness of people who had been not only neglected, abandoned, abused, and traumatized by Norfolk Southern, but had been re-traumatized by the neglect of their state and federal government.
I think we need to declare an emergency. I don’t say that lightly, by the way. And the powers of government should not be used like a bludgeon or meat cleaver. They should be used with appropriate nuance. Now, having said that, it has become clear to me that oil companies are not going to do this. The government, I believe, should act.
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Just look at Heatmap’s latest poll results.
A few times a year, Heatmap News surveys a few thousand Americans on the biggest questions driving the world of energy, environment, and climate change. We’ve spent the past few days writing up the results of our latest poll, which was in the field in late May and which I thought was particularly striking.
It’s worth taking a step back to look at the biggest results together, because the American view of data centers is essentially in free fall:
The upshot of these findings: The public‘s turn against artificial intelligence and AI infrastructure is real, widespread, and cross-partisan. It doesn't matter whether Americans started out tolerating data centers or having no opinion about them; they now seem to resent them en masse.
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These results also suggest Americans see little distinction between data centers as energy users and data centers as the physical embodiment of AI and Big Tech. At Heatmap, we can be a wonky and energy-focused bunch, and so we tend to think about data centers primarily as large-scale electricity users. I think most approaches to come up with “data center policy” do the same. We know data centers are distinctive in some ways, of course — an AI data center might require more on-site batteries or power generation than, say, an EV factory — but fundamentally it is just another air polluter, large-scale power user, and light-industrial land user.
But the public does not see things this way. Americans understand data centers in the context of the much broader AI policy conversation about jobs, growth, alignment, and even human extinction. And so, I should add, do politicians: Senator Bernie Sanders has framed his data center moratorium proposal as a response to rapid AI development as much as anything having to do with energy affordability. For that reason, I wonder how long the distinction between these two policy conversations — data centers here, and AI policy over there — can persist.
One last thought on this topic: Is the public’s resentment starting to affect the AI boom overall? I think it might be. It was hard for me not to think of our polling results — or our analysis of canceled data center projects — as I read about a recent JPMorgan analysis that found America’s data center boom is “falling way behind schedule,” in the words of The Wall Street Journal. More than 60% of the data center capacity that is supposed to come online next year has yet to break ground, according to the bank; another 7% is “delayed.”
That’s partially due to equipment and labor shortages, but it also might be what a siting-and-permitting bottleneck would look like. Much like renewable developers or venture capitalists, data center developers work by picking a number of sites and trying to develop on all of them. If only a few sites work out, they’re still in the money. But if a falling share of projects are working out — if building anything, anywhere, is getting harder, everywhere — then it might materialize as delays.
Plus more of the week’s big money moves in critical minerals and electric vehicle charging.
Two of climate tech’s hottest sectors — fusion and critical minerals — dominated this week’s funding headlines. Helion led the pack with its $465 million Series G, helping to push the startup with the sector’s most aggressive commercialization timeline one step closer to putting power on the grid. The round follows last week’s news that German fusion startup Focused Energy secured a $240 million Series A, making it Europe’s most valuable fusion company.
Then there’s the critical minerals. Shortly after venture firm Gigascale Capital announced the close of its $250 million fund targeting the physical clean energy economy, it announced one of its first investments: Red Metals, a startup working to bring copper refining back to the U.S. Terra AI, which is using artificial intelligence to identify promising sites for mineral extraction, also landed fresh funding. Rounding out the week’s deals, EV charging and energy services company InCharge also raised a new round as it looks to expand into a broader suite of energy services.
Leading fusion startup Helion has nearly tripled its valuation with its latest $465 million Series G round, which aims to help the company deliver commercial fusion power this decade — the most ambitious timeline in the industry. Per the terms of the power purchase agreement Helion signed with Microsoft in 2023, the startup plans to turn on its first commercial reactor just two years from now. That’s far sooner than even its most precocious competitors, who aim to put fusion power on the grid by the 2030s at the earliest.
Joshua Kushner’s venture firm Thrive Capital led the round, which also included participation from new investors including Lux Capital and Alta Park Capital. Thrive now values the company at $15.5 billion.
“The investors that have joined this round, it’s institutional capital, some very marquee investors,” Helion’s CEO David Kirtley told me, explaining they were willing to back an unproven technology thanks to a series of recent milestones that Helion’s latest prototype reactor, Polaris, achieved. “Polaris earlier this year set records for temperature and fuel. We’ve also reduced a lot of the business risk on the regulatory front, the commercial front, and the actual supply chain, too.” In February, Polaris became the first reactor developed by a private fusion company to operate on deuterium-tritium fuel — the most common fuel in the industry — and to achieve a plasma temperature of 150 million degrees Celsius.
Helion differs from many of its peers pursuing more established reactor concepts such as tokamaks, stellarators, or laser-driven inertial confinement. Instead, Helion’s tech uses powerful magnets to collide and compress two fusion plasmas together, generating temperatures over 100 million degrees Celsius and triggering a fusion reaction. It then seeks to capture the electricity this reaction generates via electromagnetic induction — no steam turbine required — similar to the way regenerative braking works in an electric vehicle. If successful, the approach could enable smaller, more modular fusion reactors than conventional designs would.
While the company had originally aimed for Polaris to demonstrate electricity production from fusion in 2024, that date came and went with no new goal set. Kirtley told me that Helion remains on track to meet the terms of its agreement with Microsoft, however. The startup broke ground on its commercial reactor site last year in Malaga, Washington, where it already has access to a substation and grid interconnection from a dormant aluminum smelter. In addition to building out this facility, Helion also plans to use its new funding to boost production at its electrical component manufacturing plant in nearby Everett, which Kirtley said opened earlier this year.
As investors pour billions into artificial intelligence and the infrastructure supporting it, former Meta CTO Mike Schroepfer has raised an inaugural $250 million fund for his venture firm, Gigascale Capital, which is focused on the physical clean energy economy. This represents Gigascale’s first institutional fundraise since its founding in 2023; until now, the firm’s investments have come entirely out of Schroepfer’s own pocket.
The fund will target early-stage companies working in clean energy, grid infrastructure, critical minerals, and AI-enabled design and manufacturing, while reserving capital to continue backing its portfolio companies as they scale. Gigascale has already backed a number of big names in the space, including Commonwealth Fusion System, iron-air battery developer Form Energy, solid-state transformer company Heron Power, and clean baseload power startup Arbor Energy.
It’s also already begun investing out of this new fund, announcing this week that it led a $10 million seed round for critical minerals company Red Metals, which also included participation from JB Straubel, founder and CEO of the battery recycling company Redwood Materials. The company aims to help reshore copper refining in the U.S., and will use this fresh capital to support the development of a $70 million refining facility in Charleston, South Carolina. Red Metals says its process can convert copper scrap directly into a finished copper product, bypassing several of the costly and emissions-intensive intermediate steps typical of conventional refining.
The investment offers a window into the kinds of companies Schroepfer is most interested in — businesses that might lack the glamor of an AI startup but represent bipartisan opportunities to address core industrial bottlenecks. Copper, for example, is essential to all sorts of clean energy infrastructure, including transformers, power lines, and anode battery materials, but also critical for defense technologies such as radar systems and ammunition. Yet American copper production has been on the decline, with analysts projecting that the U.S. will face a refined copper shortage of over 2.5 million metric tons annually by 2035.
Sustainability-focused firm S2G Investments has been on a roll recently, announcing a $1 billion fund last month that aims to fill climate tech’s “missing middle” and backing Goshe Energy Storage with up to $40 million in strategic financing last week. Its latest move is leading a $46 million strategic investment round for InCharge Energy, an EV charging and distributed energy management company.
InCharge got its start installing and managing electric vehicle charging stations, and is now operating more than 30,000 assets across North America. Through its software platform and network of technicians, the company handles all monitoring, diagnostics, and on-the-ground repairs, taking on a charger’s full lifecycle to minimize downtime. With this new capital, InCharge plans to expand beyond EV charging and leverage its software and field service network in adjacent industries, including electrical infrastructure work such as panel upgrades and wiring repairs, as well as distributed energy resources like rooftop solar and battery storage systems.
“EV charging was the entry point, but our customers increasingly need help operating more complex energy infrastructure,” Rich Mohr, InCharge’s CEO said in a press release. “This investment from S2G accelerates our evolution into a full energy solutions provider and allows us to advance smarter technology and strengthen our service capabilities nationwide.”
It’s a hot week — nay a hot year, for critical minerals and subsurface exploration startups, especially for those pairing geology with artificial intelligence. AI-powered mineral exploration company KoBold Metals has raised about $1.2 billion to date, while geothermal exploration startup Zanskar has brought in about $220 million.
Now, another entrant is attracting investor attention. Terra AI has raised a $20 million Series A led by Khosla Ventures to help do it all — use AI to identify prospective sites for critical minerals mining, next-generation geothermal development, and permanent carbon sequestration.
Terra’s platform integrates vast geological and geophysical datasets to generate 3D subsurface models, as well as risk assessments that allow teams to evaluate a range of potential geologic scenarios. From there, the team can identify the best sites for exploratory drilling and thus reduce risk and uncertainty much sooner in the project’s lifecycle. The company even uses what it calls “geology reasoning agents” to help operators create their exploration plans, all with the goal of drastically reducing the notoriously long timeline between discovery and production, which can stretch to nearly two decades for many subsurface projects.
“Minerals sit at the center of every major technology and infrastructure transition, but today’s exploration results are not keeping pace with demand,” Terra’s CEO John Mern posted on LinkedIn. “Our mission is to advance the frontier of AI into the geosciences and help supply the metals and resources the next generation needs.”
One of the biggest fusion funding rounds of the year landed last week, and somehow much of the media — including me — missed it. German fusion startup Focused Energy raised a whopping $240 million Series A led by RWE, one of Germany’s largest energy companies. Yet unlike most deals of this magnitude, it arrived with little fanfare: No press release in my inbox nor a flood of headlines. So in the interest of making up for lost time, here are the details.
With this latest round, which also includes participation from the German Federal Agency for Breakthrough Innovation, the European Innovation Council Fund and Prime Movers Lab, Focused Energy has become Europe’s most valuable fusion company. Like several other leading players, including Inertia Enterprises and Pacific Fusion, Focused Energy relies on an approach known as inertial confinement fusion. This involves using powerful lasers to compress a tiny fuel target, creating the extreme pressures and temperatures required for a fusion reaction. To date, inertial confinement remains the only approach to have demonstrated net energy gain, with Lawrence Livermore National Lab achieving this milestone in 2022.
The startup plans to use this latest funding to build out a demonstration plant in the German state of Hesse, at a site where RWE formerly operated a nuclear fission plant. The company ultimately aims to build a commercial reactor by the mid-2030s.
Catching up with the American Council on Renewable Energy’s Ray Long.
Today’s chat is with Ray Long, CEO of the American Council on Renewable Energy. We first discussed the odds of permitting reform a year and a half ago, for one of the first Q&As in The Fight. Flash forward and we’re still in the same situation, but now also wrestling with added demand for electricity to power data centers. I wanted to talk again about whether he thought the rise of artificial intelligence would increase the odds of some federal deal happening any time soon. The result: a wide-reaching conversation about the future of the electric grid, the struggles to win community buy-in and the sclerotic nature of the U.S. Congress.
The following conversation was lightly edited for clarity.
Do you think the buildout of our energy grid is entwined with the rise of the nation’s data center buildout?
When you look at what we need over the next four years — 166 gigawatts, 15 times the peak load of New York City — that’s a lot of power to build. Roughly half of that is for data center and AI growth.
There are five things we can build in the next four years at scale to address that collective amount. First, it’s transmission — the transmission buildout will help to get a modern grid to enable power flow to where it’s needed in a much more effective way. That’s the first step because if we just build all that power, the current grid can’t handle it.
Second, there are four supply technologies that can be built: solar, batteries, wind, and natural gas. All four of those technologies, we know there’s enough equipment here in the U.S. available for purchase that we can build at volume. And I’ll say this — natural gas is only about 10% of all those gigawatts because of the availability of turbines from suppliers. You can’t get enough over the next four years. So when I talk about decarbonization, most of what is built to address this issue is zero-carbon resources, renewable energy resources.
If you were to compare the current conversation around data center development to the debate over developing renewable energy in the U.S. — or energy in general — do you see any similarities or differences?
There are always issues with permitting projects. Communities are always going to have concerns about what’s built in their backyards.
What’s new — and your polling shows this — is the level of concern communities have. But here’s the thing: Most of this can be overcome by developers going in, listening to what the needs of the communities are, then responding and through the permitting process addressing those concerns. You can’t do that 100% of the time. But my experience is, when you take that sort of approach, you can overcome a lot of it.
Most of the large data centers are actually doing the things I’m discussing — going in and saying, Look, we want to be grid interconnected because grid connection at the end of the day means the resources we’re bringing to bear are also going to make a stronger grid. Number two, it's investing in power generation sources like the ones I said — and those power sources will be on the grid, so they’ll solve for the increased power demands of a community.
Third, water. They should bring the water solutions. You’re seeing data centers coming in and saying it head on now, that they have closed-loop systems or whatever the solution is. At the end of the day, the communities they’re proposing these in have a real negotiating opportunity to make sure they’re holding the data center developers accountable to the needs of the community.
For a community to say we don’t want it here misses a real opportunity for those communities to get the power they need, the grid they need, and the ability to bring down energy costs.
How is the data center debate affecting permitting reform conversations in Washington, from your perspective?
Permitting reform in the U.S. at the state and federal level has been broken for years. The SunZia transmission project? It took 17 years to permit. Ribbon-cutting is in a week or two and there’s still litigation around it. From a business perspective, it’s just untenable, and it’s a miracle that the project is getting built. Developers need a chance to come in and have their project evaluated. Both the community and the developer should be able to get to a go or no-go in a couple of years on one of these projects.
How is data center growth affecting the permitting reform discussion? It’s a very hot issue right now. Right now I think in part because the data center issue is so huge — because we’ve only got four years to solve for the first really big tranche of power we need and prices across the board for electricity are escalating — this is coming to a head. The data center load is a part of the catalyst to get people talking about it [permitting reform].
Do you expect legislating in Congress on permitting reform this year? Anything beyond more conversation?
My hope is that we get a bill. A few weeks ago someone from the administration was quoted as saying they wanted a framework for a bill by the end of May, and it’s June now. We haven’t seen both sides or the administration coalesce around a final project yet.
We’re in a midterm election cycle. Typically it’s very difficult during these cycles to move bills like this. At the same time, with electricity prices increasing and the need to build more, to fix this, I’m very hopeful something will come together. And look at the Senate — you’ve got Republicans and the Democratic ranking members talking about this. It’s all good signs.
If everyone’s talking about energy and affordability during this election, isn’t that a good thing for action in the next Congress?
I’ll say this: You’re seeing the catalyst for it right now with prices rising, and almost every grid operator around the country has raised concerns about shortages at some point this year or next year. It’ll hopefully be enough to have policymakers do something about it this year.