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Counties that veered from Obama in 2008 to Trump in 2016 are more likely to oppose renewables development.

In Texas, the Oak Run Solar Project would have been a slam dunk.
Developers would install 800 megawatts of solar panels — enough to power 800,000 homes — across nine square miles of unused land. It would devote some of its acreage to new farming practices that incorporate solar panels. And it would sell its electricity cheaply — and profitably — because it was near the state capital and because it could take advantage of a pre-existing onsite connection to the regional power grid.
But Oak Run wasn’t proposed in Texas. It was proposed in Ohio, and that means it has faced enormous opposition. Ohio has some of the country’s strictest restrictions on solar development, and 10 counties have blocked solar development outright.
Although Madison County, where Oak Run was proposed, is not one of them, the blowback to the project cost a local Republican county commissioner his job. Oak Run was eventually approved by the state’s power siting board earlier this year, but its opponents are now appealing that decision in the state’s Supreme Court.
Madison County, Ohio, also illustrates the political transformation that has revolutionized the upper Midwest. The predominantly rural county near the state’s capital, Columbus, has favored Republicans since the 1960s. But in recent decades it has swung hard to the right. In 2008, Barack Obama won nearly 40% of the county’s vote. Eight years later, Hillary Clinton picked up just 27%.
These two facts may seem like they have little to do with each other. But they point to one of the biggest trends in clean energy development across the country: The counties that voted for Barack Obama in 2008 and then Donald Trump in 2016 are some of the worst places in the country to permit and build renewable projects.
The size of a county’s swing from 2008 to 2016 is one of the biggest predictors of whether a proposed wind or solar project will be contested or blocked, according to a new Heatmap Pro analysis of more than 8,500 projects and local policies around the country.
The magnitude of that swing is by far the most important political variable to emerge from Heatmap Pro’s analysis of more than 60 risk factors influencing community support or opposition to renewable projects. It is more strongly associated with a given project’s success than whether a county votes for Democratic or Republican candidates overall.
The only variables that are more closely correlated than the 2008-to-2016 swing are fundamental measures of a region’s population or local economy, such as its median income, racial demographics, or dominant industries. Towns and regions that heavily depend on farming, for instance, have become particularly reluctant to accept new solar projects in recent years.
Heatmap Pro’s analysis focused not only on whether a county’s residents support wind or solar projects in theory, but also on whether renewable projects proposed in the area are canceled, contested, or exposed to political turbulence. It surveyed more than 7,000 wind and solar projects proposed and built across the United States since the 1990s.
Many of the counties with the largest Obama-to-Trump swings have passed proposals meant to limit renewable development. Vermillion County in Indiana — where more than a quarter of voters swung from Obama to Trump — has an extensive set of restrictions on new solar projects. Solar projects in Elk County, Pennsylvania, which saw a similar swing, have also turned out against solar projects using up “prime farmland.”
There are a few reasons why the Obama-to-Trump swing might be associated with more opposition to renewables.
In 2008, solar and wind were still frontier technologies and were not price-competitive with fossil fuels. Although vaguely associated with Democrats, politicians on both sides of the aisles championed wind and solar so as to wean the country off foreign oil.
But in the following decade, the U.S. increased its solar capacity by roughly 100-fold, while it has more than doubled its installed wind capacity.. Today, solar and wind energy are major features of the electricity system, and many Republicans have openly embraced fossil fuels and cast doubt on the value of cleaner alternatives.
To be sure, the Obama-to-Trump swing was influenced by other social and economic factors, as well as a state’s specific political environment. Leah Stokes, a UC Santa Barbara political scientist who has studied the growing local opposition to wind farms, told me that the correlation with Obama-Trump voters may originate from Trump’s dominance of the upper Midwest in 2016. Because a small group of anti-renewable advocates can change an entire region’s policies, that could lead to more opposition to renewables in one part of the country or another.
“Is there a person, or a network of people, who are going place by place pushing these anti-solar and wind local laws? That would lead to a geographic concentration,” she said.
Even within individual counties, the electorate wasn’t the same in 2016 as it was in 2008. Throughout the 2010s, tens of millions of Americans moved around the country, with the largest net change moving from the Northeast to the South. Cities became younger on average, while rural areas and suburbs became older.
Even within counties, a different set of voters showed up to the polls in each election. One reason why the 2012 election might not be correlated with opposition to renewables is that many voters who voted for Obama in 2008 skipped the next cycle. Those same voters — many of whom were white and working class — showed back up in 2016 and backed Trump.
What is driving the opposition to renewables? Perhaps a county’s swing against renewable energy is happening precisely because voters there are persuadable. From 2008 to 2016, many voters in these counties changed their minds about which candidate or political party to support. As they shifted their stance to the right, they also adopted more seemingly Republican views about wind and solar development. Donald Trump has distinguished himself by his embrace of fossil fuels and climate change skepticism — perhaps as voters come to support him, they also adopt his positions.
What’s interesting, however, is that deep red counties that have not seen a political shift — places that backed, say, McCain and Romney by roughly the same margin as they backed Trump in 2016 — continue to build wind and solar at a good clip. Texas, for instance, is the No. 1 state for renewable deployment. A county’s partisanship, in other words, is not as good a predictor of its opposition to renewables as its swinginess.
Edgar Virguez, an energy systems engineer at the Carnegie Institution for Science at Stanford University, has studied what drives opposition to renewables in North Carolina. He told me that some of the same factors that predict a county’s Trump support — such as its population density and education level — also predict whether that county has enacted a local restriction on renewable energy.
When he and his colleagues studied local policies in North Carolina, they found that lower density and less educated counties “had significantly higher reductions in the land available for solar development” when compared with denser or more educated counties, he said. Once a county has fewer than 35 people per square mile, or when less than 20% of the population has a bachelor’s degree, the number of restrictions on local land use shot up. That’s a problem for decarbonization, he added, because less dense counties also usually have the best and most affordable land available for solar development.
That finding may not hold true in other states. Heatmap, for instance, has found that whiter and more educated counties are more likely to oppose renewables. And to some degree, less dense counties are exactly where you’d expect to see more solar and wind projects get built — and thus more local policies restricting them pop up. But it is nonetheless not great news for advocates, given that a couple of America’s political institutions — namely, the Senate and the Electoral College — favor rural voters or Midwestern states. If the trend takes root, then it could eventually curtail renewable development across the country. That question — and many others — will partly be decided in this week’s presidential election.
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On offshore mining, New Jersey’s offshore wind, and China’s oil breakthrough
Current conditions: Severe thunderstorms are pummeling the Mississippi Valley, particularly in Arkansas • Heavy rain has deluged much of the Somali capital of Mogadishu • Temperatures in the northern Indian state of Uttar Pradesh are reaching 110 degrees Fahrenheit.

Let’s, for a moment, recast The Simpsons’ role in nuclear energy discourse. Rather than fearmongering with a pseudoscientific depiction of fission energy, imagine if that sign in the scene from the opening credits that reads “days without an accident” instead tracked how long it’s been since the United States started work on building newer, sleeker, and more efficient reactors. Until last week, the sign would have clocked 4,539 days — 13 years since construction began on the AP1000 reactor known as Plant Vogtle’s Unit 4. But last Friday, the next-generation reactor startup Kairos Power broke ground on its demonstration plant in Tennessee. Then this week, the Bill Gates-founded reactor company TerraPower started construction on its debut power plant in Wyoming. “This isn’t a test reactor,” Chris Levesque, president and chief executive of TerraPower, told The Wall Street Journal. “This is a grid-scale nuclear reactor that will be built in 42 months.” While there’s plenty of ambition to build more reactors in the U.S., the country has a very, very long way to go to even catch up with China’s actual construction output.
California won’t be the site of any new plants anytime soon, at least until the state lifts its legislative ban on building new reactors. But keeping the state’s last operating nuclear station, Diablo Canyon, running from 2030 to 2045 could offer net savings of capital and operating costs totaling more than $7.6 billion, or more than $500 million per year of continued operations, according to a new analysis by the Massachusetts Institute of Technology’s Center for Energy and Environmental Policy Research. The savings “more than double when calculated relative to the current portfolio of alternatives mandated” in a state bill that lays out the renewable energy options for meeting Sacramento’s 2045 climate goals. “In that case,” the report states, “the total present value of savings for extending the life of” the plant “exceeds $20 billion, or more than $1.3 billion per year.”
If the Trump administration achieves its goal of siring a nuclear renaissance, we’re going to need a lot more reactor fuel than we currently have available. Much of that supply has come in recent years from Russia, but a U.S. law will fully ban imports in 2028. Both the Biden and Trump administrations have lavished funding on fuel enrichers. But on Thursday, the Department of Energy tapped a new tool: the Defense Production Act, the once-obscure Korean War-era statute that gives the federal government more powers to direct manufacturing. Under a newly launched Nuclear Fuel Cycle Consortium, the agency assembled representatives of more than 90 companies in the nuclear industrial base to “address all facets of the nuclear fuel supply chain including milling, conversion, enrichment, deconversion, fabrication, recycling, and reprocessing.” The Energy Department also kicked off a campaign it’s calling “Nuclear Dominance — 3 by 33.” The program aims by 2033 to “catalyze a secure and cost competitive domestic fuel supply chain,” speed up deployment of advanced reactors and reprocessing facilities, and find ways to use the DPA to speed up the buildout.
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The Department of the Interior is creating a new office called the Marine Minerals Administration to manage oil drilling and seabed mining in America’s territorial waters. The new office, formed by reunifying two offices that had been split up after the 2010 Deepwater Horizon oil spill, threatens to weaken the environmental oversight of both the traditional oil and gas industry and the emerging mining sector. The move is “worrisome because it has the potential of bringing things back where they were, where there was this inherent conflict of interest between promotion of offshore oil and gas, and oversight safety,” Donald Boesch, emeritus professor at the University of Maryland Center for Environmental Science, told The New York Times. On Wednesday, Secretary of the Interior Doug Burgum said “these unification efforts will streamline bureaucracy.”
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The New Jersey Board of Public Utilities has canceled the agreement it reached with PJM Interconnection in 2021 to develop wires and substations needed to send electricity from offshore wind turbines across the state. The board terminated the deal, Heatmap’s Jael Holzman wrote, “because much of New Jersey’s expected offshore wind capacity has either been canceled by developers or indefinitely stalled by President Donald Trump.” Despite soaring electricity prices, “New Jersey is now facing a situation in which there will be no identified, large-scale in-state generation projects under active development that can make use of [the agreement] on the timeline the state and PJM initially envisioned,” the board wrote in a letter to PJM requesting termination of the agreement. Newly-inaugurated Governor Mikie Sherrill has vowed to build new nuclear capacity in the state. As I wrote earlier this month, New Jersey became the latest state to lift its ban on new atomic energy plants.
Heatmap House kicked off San Francisco Climate Week with a day of conversations and roundtables with leading policymakers, executives, and investors. Two talks in particular are worth highlighting.
China is going all in on hydrogen as Beijing seeks ways to free itself from imported fossil fuels. Now the Dalian Institute of Chemical Physics has announced a facility in Xinjiang to use 1.5 gigawatts of wind power to produce green hydrogen mixed with an engineered material in a slurry bed reactor to transform solid asphalt into synthetic crude oil. If successful, the new process would allow China to import heavy oil and asphalt very cheaply from Central Asia and convert it into crude oil, the technology blogger TP Huang wrote on X, adding: “China is continuing work to turn crap into useful energy source by applying green electricity derivatives in its bid for energy independence.”
Co-founder Mateo Jaramillo described how the startup’s iron-air battery could help address the data center boom — and the energy transition
Well before the introduction of ChatGPT and Claude, Ireland underwent a data center construction boom similar to the one the U.S. is experiencing today.
That makes it a fitting location for Form Energy’s first project outside the U.S. Mateo Jaramillo, the CEO of the long-duration energy storage startup, described Ireland as “a postcard from the future” at Heatmap House, a day of conversations and roundtables with leading policymakers, executives, and investors at San Francisco Climate Week.
In a one-on-one interview with Robinson Meyer, Jaramillo went on to explain the potential of a 100-hour battery, calling it the duration at which you can “functionally replace thermal resources on the grid or compete with them.” Such storage capacity would not only bolster data centers’ power reliability but also speed up the transition from oil and gas to renewables.
Form Energy, which Jaramillo co-founded in 2017, is best known for its iron-air battery that can continuously discharge energy for 100 hours. In February, the startup announced a partnership with Google and the utility Xcel Energy to build the highest-capacity battery in the world, capable of storing 30 gigawatt-hours of energy, as Heatmap’s Katie Brigham reported.
Despite the troublesome state of renewables deployment in the U.S., energy storage firms like Form appear to be doing well, thanks to record load growth. “When we founded the company, we didn’t anticipate the boom of data center demand that we’re currently experiencing,” said Jaramillo. “But we did bet on the overall mega-trend being pretty firmly in place, which is electricity growth.”
In addition to load growth, battery manufacturers are still benefiting from the Inflation Reduction Act’s energy storage tax credits, which survived the deep cuts Republicans made to the signature climate law last summer. Jaramillo noted that customers can still claim a tax credit for purchasing energy systems, while a manufacturing protection credit also remains in place. “We absolutely qualify for both those things,” Jaramillo said. “In fact, 100 hours as a duration is written into the legislative text for the manufacturing [tax credit].”
Though batteries can help accelerate the retirement of natural gas plants by providing firm energy to supplement renewables’ generation, politicians’ fear of load growth seems to have forged a bipartisan consensus supporting batteries. For its part, Form Energy is focused on continuing to drive down the cost of its iron-air battery.
From “where we sit today,” Form Energy is “quite confident that we will hit that roughly $20 a kilowatt-hour cost within a very short period of time,” Jaramillo said.
At San Francisco Climate Week, John Reynolds discussed how the state is juggling wildfire prevention, climate goals, and more.
Blessed with ample sun and wind for renewables but bedeviled by high electricity prices and natural disasters, California encapsulates the promise and peril of the United States’ energy transition.
So it was fitting that Heatmap House, a day of conversations and roundtables with leading policymakers, executives, and investors at San Francisco Climate Week, kicked off with John Reynolds, president of the California Public Utilities Commission.
The CPUC oversees the most-populous state’s utilities and has the power to approve or veto electricity and natural gas rate increases. At Heatmap House, Reynolds — “one of California’'s most important climate policymakers,” as Heatmap’s Robinson Meyer called him — affirmed that affordability has been top of mind as power bills have risen to become a mainstream political issue across the country. California’s electricity prices are the second-highest in the nation, behind only Hawaii, according to the Electricity Price Hub.
“I’d really like to see us drive down the portion of household income that is consumed by energy prices,” Reynolds said in a one-on-one interview with Rob. “That’s a really important metric for making sure that we’re doing our job to deliver a system that’s efficient at meeting customer needs and is able to support the growth of our economy.”
The Golden State’s power premium has been exacerbated by the fallout from multiple wildfires that have devastated various parts of the state in recent years, which have necessitated costly grid upgrades such as undergrounding power lines. California-based utility PG&E has also invested in more futuristic fire solutions such as “vegetation management robots, power pole sensors, advanced fire detection cameras, and autonomous drones, with much of this enhanced by an artificial intelligence-powered analytics platforms,” as Heatmap’s Katie Brigham wrote shortly after last year’s fires in Los Angeles.
Affordability affects not just Californians’ financial wellbeing, but also the state’s ability to decarbonize quickly. “The affordability challenge that we’re seeing in electric and gas service is one that is going to make it more difficult to meet our climate goals as a state,” Reynolds said.
One contentious — and somewhat byzantine — aspect of California’s energy transition is how much of a financial incentive the CPUC should offer for residents to install rooftop solar. Net metering is a billing system that rewards households with solar panels for sending excess generation back to the grid. Three years ago, the CPUC adopted a new standard that substantially lowered the rate at which solar panel users were compensated.
“We had to slow the bleeding,” Reynolds said, referring to the greater financial burden paid by utility customers without solar panels. “The net billing tariff did slow the bleeding, but it didn’t stop it.”
Asked whether he is focused more on electricity rates (the amount a customer pays per kilowatt-hour) or bills (the amount a utility charges a ratepayer), Reynolds said both are important.
“If we can drive down electric rates, we’re going to enable more electrification of transportation and of buildings,” Reynolds said. “It’s really important to look at bills, because that is fundamentally what hits households. People’s wallets are limited by their bills, not by their rates.”