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“On a more level playing field, clean energy will prove its superiority.”

Many climate advocates are revolting against Senator Joe Manchin’s permitting deal over its oil and gas industry giveaways. But not all of them. Among the climate wonk set, there’s a growing chorus that supports the bill and says the fossil fuel language is a pill worth swallowing.
The almost-retired West Virginia senator’s bill — which was voted out of committee yesterday with a bipartisan 15-4 vote — would grease the skids for approving new transmission and renewables projects in plenty of ways. It would also strengthen fossil fuel leasing mandates and, in the activists’ view, hinder efforts to wind down permitting for liquified natural gas export terminals.
Little analysis of this specific bill’s climate impacts has been made public, and any modeling would be highly variable. Yet clearly lawmakers have seen at least some research: During the hearing on the permitting bill, Democratic Senator Martin Heinrich claimed the oil and gas provisions would “likely increase emissions on a scale of less than” 160 million tons of CO2, while other parts of the bill would reduce emissions by 2 to 3 billion tons of CO2, he said.
Academics and consultants I spoke with agree with Heinrich’s take: The positive climate impacts of the pieces hastening permits crucial to the energy transition may easily outweigh the carbon dioxide and methane emissions impacts of the fossil fuel language. As I began to unpack the various points of view and the disparity between climate wonks and the many activists opposed to the bill, it became clear to me that the fissures between these two camps speak to a broad challenge facing the energy transition. Bipartisan compromise on climate change through the U.S. government’s system almost by necessity requires capitulation to fossil fuels, which violates the principles of many grassroots activists.
“Truth is, the U.S. is not ready to talk about seriously scaling down oil and gas production,” Noah Gordon, acting co-director for sustainability, climate, and geopolitics at the Carnegie Endowment for World Peace, told me via email. (Gordon said he “supports the bill despite reservations.”)
“The only way to make that conversation possible is to massively boost clean energy and change the balance of political power,” Gordon said. “In 2024, this is feasible only through all-energy-is-welcome bills like Manchin-Barrasso. On a more level playing field, clean energy will prove its superiority.”
Take the language on LNG. Yes, it would alter the course of an effort led by youth climate campaigners under the Biden administration to curtail approvals for pending LNG export terminals, which could have clear downsides for the communities surrounding these projects. But on a global scale, as my colleague Matthew Zeitlin has written, the climate impacts of American LNG really depend on where it’s going and what it’s used for. To make matters slightly more opaque, some environmentalists who claim the climate impacts of LNG exports would be catastrophic are referencing science that has yet to be peer-reviewed and is still disputed, as Zeitlin noted.
Or take the bill’s language on coal. If enacted, the legislation would require the government to adhere to strict deadlines on processing applications to lease coal — but it wouldn’t force the government to decide one way or the other on those applications. According to Jenny Harbine, an attorney for Earthjustice (which is opposed to the permitting bill), this language would not impact the Biden administration’s efforts to wind down coal leasing in the Powder River Basin, the nation’s most active coal mining region.
“This bill doesn’t appear to change that decision,” Harbine told me yesterday. “It appears to leave largely discretion in the hands of the Secretary to not lease.”
All of this is not to say that the climate wonks who support the bill enjoy the fossil fuel language — they’re quite sympathetic to the opposition’s rationale. But they also don’t think it’ll be the end of the world; meanwhile, the current permitting regime is just not cutting it. Sources pointed me to a study from the consultancy Evolved Energy Research, which found that about half the potential emissions reductions from the Inflation Reduction Act are essentially dependent on faster deployment and siting of renewables and interregional transmission.
“In terms of overall leverage on climate, the growth of domestic clean sources enabled by transmission really outweighs everything else,” Rob Gramlich, president of Grid Strategies LLC, told me. “All of it is additional, whereas the fossil supply here is displacing fossil supply elsewhere, so a one-for-one deal … is a net carbon benefit because of that dynamic.”
Princeton professor and energy systems expert Jesse Jenkins (who is also a co-host of Heatmap’s Shift Key podcast) told me the same. Curbing oil and gas leasing on federal land would also not necessarily lower supply, as such drilling may just move to non-federal lands or other countries. Without addressing demand, there’s always the risk that leasing restrictions fail to substantially lower CO2 emissions. Jenkins nodded to a Resources for the Future study that quantified emissions from oil and gas leasing and found even a ban on new oil and gas leasing “would not on its own achieve net-zero emissions from oil and gas on federal lands by 2040,” stating much more action would be necessary — such as carbon sequestration, modifications to existing leases, and other measures.
“We can’t choke off the world’s supply for fossil fuels, but we can beat it with cheaper, better clean energy technologies,” he said.
Ultimately, the Manchin permitting deal — which may or may not become law any time soon — could reduce U.S. greenhouse gas emissions over time, if the studies and charts are to be believed. That would be a great thing for the planet. But that’s not really why so many climate activists are against the bill. These people see the end of the petroleum sector as the paramount goal and refuse to settle for legislation that enshrines future fossil fuel production into law, even if the benefits to renewable energy deployment may be greater.
There are key differences between the kind of deal renewable energy developers and decarbonization-focused academics would enjoy and legislation that activists will accept, Tony Dutzik, associate director and senior policy analyst with the think tank Frontier Group, explained to me. Dutzik told me he works with environmental non-profits who are against the bill. “I’ve known so many people over the years, and the thing they wanted to do is to be on the front end of the clean energy transition, and dedicate their lives to that for very good reasons … But if you are a trade group or developer that is working on clean energy, that piece of the puzzle is your focus.”
Dutzik compared the IRA and the permitting legislation to longstanding environmental statutes like the Clean Air Act, which acted as a boundary on the market to reduce pollution. “Capitalism mobilizes an incredible amount of resources and can move incredibly quickly when it is given the incentives to do so,” he said, “but the thing that it hasn’t done is to set that boundary or that standard.”
It’s clear to me from my conversations with climate activists that there’s a lingering frustration about the American pro-market approach to climate. The IRA, for example, did very little to penalize fossil fuel production or greenhouse gas emissions at all — it took an all-carrot, no-stick approach to industrial policy. Something resembling a carbon tax is nowhere close to happening, unless you count the nascent bid to enact a carbon border adjustment mechanism. And regulatory efforts to clamp down on greenhouse gasses are getting stymied by courts.
“Essentially, what you wind up with — and this will be the core of the disagreement,” Dutzik said, “is you wind up with more of everything. And if you wind up with more of everything, that may get you more clean energy, but it doesn’t necessarily solve the climate problem, and it certainly doesn’t solve the problems that are experienced by people who live near fossil fuel production, transportation and consumption. And it doesn’t necessarily get at the relationship between fossil fuels and the natural world.”
Jenkins noted similar divisions occurred with the IRA, which had its own capitulations to fossil fuel.
“There’s a chunk of the climate campaigning groups [who believes] we win by raising the cost of permitting and transactions, and legal suits, and choking off supplies of fossil fuels. There’s another group of people — the people who helped get the IRA passed — who believe we win by displacing fossil fuels.”
In Jenkins’ view, the old way of curtailing fossil energy by choking off supplies may not really apply to a post-IRA world. Before the IRA, it made more sense to invest in “dirty energy” than clean energy, when now “the opposite is true.” This “tips the calculus of how you view this process from a climate perspective.” And it may be better to compromise and quicken new renewable energy deployment in the hopes it further diminishes interest in fossil fuel leasing.
“This is at the heart of it. I don’t think there’s any way we can create a legal regime that doesn’t apply something like parity across [all] different kinds of energy infrastructure,” Jenkins said. “You’re not going to get that in a bipartisan bill.”
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According to a new analysis shared exclusively with Heatmap, coal’s equipment-related outage rate is about twice as high as wind’s.
The Trump administration wants “beautiful clean coal” to return to its place of pride on the electric grid because, it says, wind and solar are just too unreliable. “If we want to keep the lights on and prevent blackouts from happening, then we need to keep our coal plants running. Affordable, reliable and secure energy sources are common sense,” Chris Wright said on X in July, in what has become a steady drumbeat from the administration that has sought to subsidize coal and put a regulatory straitjacket around solar and (especially) wind.
This has meant real money spent in support of existing coal plants. The administration’s emergency order to keep Michigan’s J.H. Campbell coal plant open (“to secure grid reliability”), for example, has cost ratepayers served by Michigan utility Consumers Energy some $80 million all on its own.
But … how reliable is coal, actually? According to an analysis by the Environmental Defense Fund of data from the North American Electric Reliability Corporation, a nonprofit that oversees reliability standards for the grid, coal has the highest “equipment-related outage rate” — essentially, the percentage of time a generator isn’t working because of some kind of mechanical or other issue related to its physical structure — among coal, hydropower, natural gas, nuclear, and wind. Coal’s outage rate was over 12%. Wind’s was about 6.6%.
“When EDF’s team isolated just equipment-related outages, wind energy proved far more reliable than coal, which had the highest outage rate of any source NERC tracks,” EDF told me in an emailed statement.
Coal’s reliability has, in fact, been decreasing, Oliver Chapman, a research analyst at EDF, told me.
NERC has attributed this falling reliability to the changing role of coal in the energy system. Reliability “negatively correlates most strongly to capacity factor,” or how often the plant is running compared to its peak capacity. The data also “aligns with industry statements indicating that reduced investment in maintenance and abnormal cycling that are being adopted primarily in response to rapid changes in the resource mix are negatively impacting baseload coal unit performance.” In other words, coal is struggling to keep up with its changing role in the energy system. That’s due not just to the growth of solar and wind energy, which are inherently (but predictably) variable, but also to natural gas’s increasing prominence on the grid.
“When coal plants are having to be a bit more varied in their generation, we're seeing that wear and tear of those plants is increasing,” Chapman said. “The assumption is that that's only going to go up in future years.”
The issue for any plan to revitalize the coal industry, Chapman told me, is that the forces driving coal into this secondary role — namely the economics of running aging plants compared to natural gas and renewables — do not seem likely to reverse themselves any time soon.
Coal has been “sort of continuously pushed a bit more to the sidelines by renewables and natural gas being cheaper sources for utilities to generate their power. This increased marginalization is going to continue to lead to greater wear and tear on these plants,” Chapman said.
But with electricity demand increasing across the country, coal is being forced into a role that it might not be able to easily — or affordably — play, all while leading to more emissions of sulfur dioxide, nitrogen oxide, particulate matter, mercury, and, of course, carbon dioxide.
The coal system has been beset by a number of high-profile outages recently, including at the largest new coal plant in the country, Sandy Creek in Texas, which could be offline until early 2027, according to the Texas energy market ERCOT and the Institute for Energy Economics and Financial Analysis.
In at least one case, coal’s reliability issues were cited as a reason to keep another coal generating unit open past its planned retirement date.
Last month, Colorado Representative Will Hurd wrote a letter to the Department of Energy asking for emergency action to keep Unit 2 of the Comanche coal plant in Pueblo, Colorado open past its scheduled retirement at the end of his year. Hurd cited “mechanical and regulatory constraints” for the larger Unit 3 as a justification for keeping Unit 2 open, to fill in the generation gap left by the larger unit. In a filing by Xcel and several Colorado state energy officials also requesting delaying the retirement of Unit 2, they disclosed that the larger Unit 3 “experienced an unplanned outage and is offline through at least June 2026.”
Reliability issues aside, high electricity demand may turn into short-term profits at all levels of the coal industry, from the miners to the power plants.
At the same time the Trump administration is pushing coal plants to stay open past their scheduled retirement, the Energy Information Administration is forecasting that natural gas prices will continue to rise, which could lead to increased use of coal for electricity generation. The EIA forecasts that the 2025 average price of natural gas for power plants will rise 37% from 2024 levels.
Analysts at S&P Global Commodity Insights project “a continued rebound in thermal coal consumption throughout 2026 as thermal coal prices remain competitive with short-term natural gas prices encouraging gas-to-coal switching,” S&P coal analyst Wendy Schallom told me in an email.
“Stronger power demand, rising natural gas prices, delayed coal retirements, stockpiles trending lower, and strong thermal coal exports are vital to U.S. coal revival in 2025 and 2026.”
And we’re all going to be paying the price.
Rural Marylanders have asked for the president’s help to oppose the data center-related development — but so far they haven’t gotten it.
A transmission line in Maryland is pitting rural conservatives against Big Tech in a way that highlights the growing political sensitivities of the data center backlash. Opponents of the project want President Trump to intervene, but they’re worried he’ll ignore them — or even side with the data center developers.
The Piedmont Reliability Project would connect the Peach Bottom nuclear plant in southern Pennsylvania to electricity customers in northern Virginia, i.e.data centers, most likely. To get from A to B, the power line would have to criss-cross agricultural lands between Baltimore, Maryland and the Washington D.C. area.
As we chronicle time and time again in The Fight, residents in farming communities are fighting back aggressively – protesting, petitioning, suing and yelling loudly. Things have gotten so tense that some are refusing to let representatives for Piedmont’s developer, PSEG, onto their properties, and a court battle is currently underway over giving the company federal marshal protection amid threats from landowners.
Exacerbating the situation is a quirk we don’t often deal with in The Fight. Unlike energy generation projects, which are usually subject to local review, transmission sits entirely under the purview of Maryland’s Public Service Commission, a five-member board consisting entirely of Democrats appointed by current Governor Wes Moore – a rumored candidate for the 2028 Democratic presidential nomination. It’s going to be months before the PSC formally considers the Piedmont project, and it likely won’t issue a decision until 2027 – a date convenient for Moore, as it’s right after he’s up for re-election. Moore last month expressed “concerns” about the project’s development process, but has brushed aside calls to take a personal position on whether it should ultimately be built.
Enter a potential Trump card that could force Moore’s hand. In early October, commissioners and state legislators representing Carroll County – one of the farm-heavy counties in Piedmont’s path – sent Trump a letter requesting that he intervene in the case before the commission. The letter followed previous examples of Trump coming in to kill planned projects, including the Grain Belt Express transmission line and a Tennessee Valley Authority gas plant in Tennessee that was relocated after lobbying from a country rock musician.
One of the letter’s lead signatories was Kenneth Kiler, president of the Carroll County Board of Commissioners, who told me this lobbying effort will soon expand beyond Trump to the Agriculture and Energy Departments. He’s hoping regulators weigh in before PJM, the regional grid operator overseeing Mid-Atlantic states. “We’re hoping they go to PJM and say, ‘You’re supposed to be managing the grid, and if you were properly managing the grid you wouldn’t need to build a transmission line through a state you’re not giving power to.’”
Part of the reason why these efforts are expanding, though, is that it’s been more than a month since they sent their letter, and they’ve heard nothing but radio silence from the White House.
“My worry is that I think President Trump likes and sees the need for data centers. They take a lot of water and a lot of electric [power],” Kiler, a Republican, told me in an interview. “He’s conservative, he values property rights, but I’m not sure that he’s not wanting data centers so badly that he feels this request is justified.”
Kiler told me the plan to kill the transmission line centers hinges on delaying development long enough that interest rates, inflation and rising demand for electricity make it too painful and inconvenient to build it through his resentful community. It’s easy to believe the federal government flexing its muscle here would help with that, either by drawing out the decision-making or employing some other as yet unforeseen stall tactic. “That’s why we’re doing this second letter to the Secretary of Agriculture and Secretary of Energy asking them for help. I think they may be more sympathetic than the president,” Kiler said.
At the moment, Kiler thinks the odds of Piedmont’s construction come down to a coin flip – 50-50. “They’re running straight through us for data centers. We want this project stopped, and we’ll fight as well as we can, but it just seems like ultimately they’re going to do it,” he confessed to me.
Thus is the predicament of the rural Marylander. On the one hand, Kiler’s situation represents a great opportunity for a GOP president to come in and stand with his base against a would-be presidential candidate. On the other, data center development and artificial intelligence represent one of the president’s few economic bright spots, and he has dedicated copious policy attention to expanding growth in this precise avenue of the tech sector. It’s hard to imagine something less “energy dominance” than killing a transmission line.
The White House did not respond to a request for comment.
Plus more of the week’s most important fights around renewable energy.
1. Wayne County, Nebraska – The Trump administration fined Orsted during the government shutdown for allegedly killing bald eagles at two of its wind projects, the first indications of financial penalties for energy companies under Trump’s wind industry crackdown.
2. Ocean County, New Jersey – Speaking of wind, I broke news earlier this week that one of the nation’s largest renewable energy projects is now deceased: the Leading Light offshore wind project.
3. Dane County, Wisconsin – The fight over a ginormous data center development out here is turning into perhaps one of the nation’s most important local conflicts over AI and land use.
4. Hardeman County, Texas – It’s not all bad news today for renewable energy – because it never really is.