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At least for the foreseeable future. But is the Manchin-Barrasso bill actually worth it?

So … is the permitting reform bill any good or not?
Earlier this year, Senators Joe Manchin of West Virginia and John Barrasso of Wyoming proposed a bill that would change federal environmental rules so as to spur a buildout of new energy infrastructure around the country.
Their proposal would have loosened rules for oil and gas drilling and exporting while changing federal law to encourage the construction of more clean energy.
These renewables-friendly changes included creating a new legal regime that would push utilities and grid operators to build significantly more long-distance power lines, triggering a nationwide boost to renewable resources. They would also have changed the regulations governing geothermal power generation, allowing new enhanced geothermal wells to play by the same federal rules that bind oil and gas.
The legislation was announced in July and then … nothing happened.
Now it seems likely to come back. Congress is eyeing its final agenda items for the year, and permitting reform is one of them. Representative Bruce Westerman, a Republican who chairs the House Committee on Natural Resources, is currently said to be revamping Manchin and Barrasso’s proposal to include reforms to the National Environmental Policy Act, a bedrock law that guides the process — but not the outcome — of virtually every major decision that the federal government makes and requires it to study the environmental impact of its policies.
We don’t know what those changes will look like yet, though they’ll have to come soon — the new Congress gets sworn in in just a few weeks. Which means lawmakers will have to get the proposed changes, process them, and decide whether to vote for them in a very short period of time — just a few days.
So during this liminal period, then, I wanted to take a moment to look at the other parts of the bill. Earlier this year, we got a sense of what the bill’s quantitative effects might be. They suggest that the legislation — at least in the initial version proposed by Manchin and Barrasso — could very well help cut U.S. emissions, or at least leave them flat. But after that? It starts to get complicated.
Republicans have long pushed for changes to the federal government’s permitting regime.
But in recent years, Democrats — who hope to prompt a national surge of clean energy construction — have come aboard too. The Biden administration, frustrated that some parts of the Inflation Reduction Act and Bipartisan Infrastructure Law haven’t resulted in the large-scale projects they hoped for, has come to back permitting reform explicitly, although they have not endorsed Manchin and Barrasso’s bill.
“The president has been clear … that we believe permitting reform should pass on a bipartisan basis — and that we believe permitting needs to be optimized for building out a clean energy economy,” John Podesta, a White House senior advisor who is now the country’s top climate diplomat, said in a speech last year.
The White House’s support of bipartisan permitting reform is more than just posturing: Because of Senate math, any changes to the country’s permitting laws almost certainly must be bipartisan. Until a bare majority of Democratic senators exists to kill the legislative filibuster, it will take a vote of at least 60 senators — a so-called supermajority — to alter most pre-existing federal legislation.
So the question, then, is: Is this attempt at permitting reform worth passing? Is this package of fossil fuel concessions and clean energy incentives likely to reduce emissions more than it increases them?
I won’t try to answer that question comprehensively today, and we can’t even answer it fully until we know the scope of Westerman’s changes. But I do want to share an analysis from the center-left think tank Third Way and other researchers that suggests that the answer is “yes.”
This analysis, released in September, argues that Manchin and Barrasso’s bill would modestly increase emissions by encouraging more oil and gas drilling on federal lands. But that increase would likely be dwarfed by a large decrease in emissions prompted by building out the country’s electricity transmission grid.
More specifically, it finds that while the pro-fossil fuel provisions could raise global climate pollution by as much as 6.1 billion metric tons by 2050, the bill’s support for transmission could cut emissions by as much as 15.7 billion metric tons in that time (although the final number, as you’ll see, is a very high end estimate). That’s because, as I’ve written before, building the grid will allow for more renewable, geothermal, and other forms of zero-carbon electricity generation to get built. And the country can only reduce emissions by building more zero-carbon electricity.
Some of those emissions increases from oil and gas are now likely to occur whether or not the bill passes — the Trump administration will encourage fossil fuel extraction and export far beyond what a Harris administration would have done.
But even in a more conservative scenario, the transmission provisions would still cut emissions by 6.5 billion metric tons by 2050, Third Way’s synthesis says. That would mean — when compared to the pro-fossil policies — that the bill has a much more modest effect overall, cutting emissions by just over 400 million tons through 2050.
These aren’t the only numbers out there. An analysis by Jeremy Symons, the former vice president of public affairs at the Environmental Defense Fund, argues that the bill’s loosening of some Biden-era restrictions on liquified natural gas export terminals will result in a tremendous LNG boom. He asserts that the bill’s LNG provisions could increase global emissions by 8.5 to 11 gigatons; his analysis, however, draws heavily from a controversial, initially erroneous, and now updated study from the Cornell ecologist Robert Howarth that contends American natural gas is far worse for the climate than coal.
Third Way did not include Symons’ study in its analysis. Instead, it cites a different study led by the Princeton professor Jesse Jenkins (with whom I cohost Heatmap’s Shift Key podcast) that uses natural-gas emissions estimates more in line with the broader scholarly literature. That modeling study indicates that the LNG provisions in the Manchin-Barrasso bill could increase emissions by as much as 3.3 gigatons — or decrease them by 2.4 gigatons.
I’m not going to get more into the LNG question in this story. And it’s somewhat less important than it was earlier this year because Trump administration is likely to approve as many LNG export terminals as it can. (That doesn’t mean those terminals will get built: Right now, a dozen LNG terminals have been approved but not built due to a lack of global demand for more LNG.) Instead, I want to dive into two specific provisions in the bill — on oil and gas leasing and transmission — that reveal the broader challenges of trying to speak concretely about this proposal.
By far the most climate-friendly provisions in EPRA concern its support of long-distance electricity transmission. As I’ve covered before, the lack of electricity transmission is now one of the biggest barriers to building new wind, solar, and other clean energy in the United States; the construction of new wind farms, in particular, seems to be slowing down because of a lack of available power lines to carry their electrons.
Manchin and Barrasso’s proposal aims to build more transmission largely by granting new powers to the Federal Energy Regulatory Commission, the independent agency that oversees the country’s power grids. EPRA would, for instance, allow FERC to step in and approve transmission lines that are “in the national interest” if a state has not acted on a given project within a year. The law also clarifies who should pay for a new power line, encoding the idea that customers who benefit from a line should pay for it. And it lets FERC approve payments from developers to the communities where new transmission infrastructure gets built, potentially smoothing approvals at the local level.
The bill also instructs FERC to write a rule that will require each part of the country to build a minimal amount of power lines that allow regions to exchange power with their neighbors. This measure — meant to spur new “interregional” transmission infrastructure — aims to knit the national grid more closely together and lower power costs on average.
How much would these policies reduce national emissions? The truth is, that’s extremely difficult to model. “There’s nothing in the EPRA that says, Thou shalt build this much transmission,” Charles Teplin, a grid expert at the think tank RMI, told me.
Instead, the bill aims to kick off a process that will result in more transmission getting built. That transmission should — in theory — bring more renewables online. But what will the size of that buildout be, and how many emissions will those renewables displace?
Answering these questions requires, again, estimating the uncertain. To come up with a reasonable, conservative figure to represent the amount of regional transmission that might get built under the new FERC process, they looked at what happened when a similar process was overseen by the Midwest’s grid. Then they rounded down that figure significantly.
Teplin and his colleagues also assumed that some big power lines that have already been proposed nationwide — roughly 15 gigawatts, to be exact — will get completed faster because of these new laws, so their analysis starts to bring them online by 2029. One only need look at the nearly two-decade saga of SunZia, a large power line that crosses New Mexico and Arizona, to see how long it can take to finish those projects today.
Under those assumptions, the law should more than double the rate of America’s transmission buildout, Teplin and his team estimated. Right now, the country builds perhaps 1 gigawatt of new transmission lines every year; under their assumptions, that would leap to 2 to 4 gigawatts a year.
So how many emissions would these new lines avoid? Using a report published by Grid Strategies, a power sector consulting firm that advocates for more transmission, Teplin and his colleagues estimate that each “gigawatt-mile” of new transmission will let operators add about 32 gigawatts of solar and wind to the grid each year. (This suggests that, most of the time, the lines would run at about 30% of capacity.)
Finally, the team assumed that electricity from these new renewable projects will replace power from natural gas plants. That, too, is an approximation: Some of those new wind and solar farms will drive out coal plants; others might replace non-emitting resources like nuclear or hydroelectric dams; but in general they will reduce gas burning.
When you put all those figures together, RMI’s analysis suggests that the legislation could build roughly twice as much new clean energy generation by 2050 as exists in all fossil-fuel power plants today. These new resources would help avoid about 6.5 gigatons of greenhouse gas emissions by the middle of the century.
That may seem like a big number — but Third Way was actually able to reach an even larger estimate. Teplin and his team didn’t try to differentiate, for instance, between the effects of a recent FERC order, which requires utilities to build more transmission within regions, and the proposed Manchin-Barrasso bill, which shores up the legality of that FERC order and would also induce utilities to build more power lines between regions. Some legal experts argue that the recent FERC order will be on shaky ground if the Manchin-Barrasso bill doesn’t pass; others say it’s stable enough as-is.
If you assume that courts will kill the FERC order unless Congress acts, then that should raise your estimate of what Manchin-Barrasso might do. That’s essentially what Third Way did — by giving the bill more credit for the resulting regional transmission buildout, they say that its carbon upside could be as large as 15.7 gigatons over the next 25 years. I’m not sure I would be that aggressive, but I think the transmission provisions would likely initiate a big buildout of renewables.
The Manchin-Barrasso bill contains a number of provisions that aim to increase the leasing of federal land for oil and gas drilling. One set requires that the Interior Department must offer a minimum amount of acres every year for oil and gas leasing. It also says that the land offered must be land that oil and gas companies actually want to lease.
This would address one of Republicans’ biggest objections to how the Biden administration has handled oil and gas extraction on federally owned land. As part of the Inflation Reduction Act, Manchin required that the government offer a minimum amount of oil and gas acreage for every acre of public land it leased to wind and solar developers. But Republicans have accused the Biden administration of getting around this rule by, in essence, offering useless or otherwise undesirable land.
(This concession, I should add, is now essentially moot until 2029, as the Trump administration will hasten to nominate the parcels that oil and gas companies are most excited to drill on. But it could bind a future Democratic administration, requiring them to offer good parcels for oil and gas leasing at the same time that they offer federal land for renewable development.)
The bill would also change some of the rules around the drilling allowed on the borders of federally owned land. Under the Manchin-Barrasso bill, companies could drill a vertical well on privately owned land, then extend it horizontally underground into federal land to extract oil or gas.
These provisions, too, are difficult to model. Much like the transmission proposal, they won’t lead to a guaranteed amount of drilling (although they will essentially produce a minimum amount of fossil fuel leasing). Nor will they substantially change the drilling that happens under Donald Trump or a future Republican president because any fossil fuel-loving administration is already free to go much further than these provisions would require them to.
To estimate the emissions impact of these provisions, the think tank Resources for the Future first tried to draw some error bars around their analysis. As a worst-case scenario, analysts modeled what would happen if the onshore drilling that happened during the Trump administration occurred every year from 2025 to 2050. Under this “Trump forever” scenario, emissions increase about 2.1 gigatons from 2025 to 2050. Under a less dire scenario, they would increase by about 0.6 gigatons during the same period.
These estimates almost certainly exceed what EPRA would actually do, Kevin Rennert, the director of RFF’s federal climate policy initiative, told me.
“None of the provisions would require the levels of leasing that we’re analyzing in the high-leasing scenario,” he said. “It’s clear [that the model is] a high upper bound on what EPRA itself would drive.” The provisions in the Manchin-Barrasso bill, in other words, are aimed much more at putting a floor under a future Democratic administration than they are raising a ceiling for a future Republican administration.
(Over all these discussions hangs a curious question about drilling for oil and gas on public land: How important is it, really? But that’s a question for another time.)
How you feel about this reform effort ultimately depends on how you feel about gambling. Is it worth hamstringing a future Democratic president’s ability to hem in oil production in exchange for unleashing a wave of new transmission under the Trump administration? How much do you weigh building more renewables versus selling more fossil fuels to the world?
Trump’s victory last month also changes the calculus. His administration will increase onshore oil and gas leasing regardless of whether this bill passes or not. He will stop the Energy Department’s effort to slow down the construction of LNG terminals and approve a new wave of projects. All of the bill’s support for fossil fuels, in other words, would be moot — Trump will do that stuff anyway. So the question becomes whether the bill’s support for new transmission infrastructure 1) actually builds new power lines, and 2) provides a useful tailwind for renewables and clean energy during what would otherwise be a difficult four years.
You can go in almost endless loops through the politics here. Given Trump’s antipathy toward renewables, why should we expect his administration to allow a transmission buildout in the first place, regardless of what Congress says? In which case, maybe the bill isn’t worth it. But on the other hand, maybe it is — since Trump’s going to do everything he can to juice fossil fuels and fight renewables, why not pass the bill and give power system regulators in blue and purple states an extra tool to juice clean energy construction? And hey, given Trump’s friendliness toward the AI boom, maybe he’ll wind up having to build more transmission just to service data centers.
We can’t make that political call quite yet. Until we know exactly how Westerman’s addition to the legislation would change NEPA, it’s hard to say where lawmakers should come down. But what’s clear is that this may be Congress’s last chance to deal with permitting reform for a while. Next year, the Republican majority is likely to be focused on tax cuts, and it’s not even clear that the reconciliation process would allow for changing permitting law. “We’re pretty pessimistic that you could include anything on permitting or transmission or any of these other things in the reconciliation process,” Devin Hartman, a policy director at the center-right think tank the R Street Institute, told Heatmap this week.
So this is it for permitting reform — it’s now or never for this set of changes. In a year full of surprises for climate and environmental law, we may yet get one more.
Jael Holzman contributed reporting.
Editor’s note: This story has been updated to correct the magnitude of emissions reductions from the Manchin-Barrasso bill found in Third Way’s analysis.
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Rob takes Jesse through our battery of questions.
Every year, Heatmap asks dozens of climate scientists, officials, and business leaders the same set of questions. It’s an act of temperature-taking we call our Insiders Survey — and our 2026 edition is live now.
In this week’s Shift Key episode, Rob puts Jesse through the survey wringer. What is the most exciting climate tech company? Are data centers slowing down decarbonization? And will a country attempt the global deployment of solar radiation management within the next decade? It’s a fun one! Shift Key is hosted by Robinson Meyer, the founding executive editor of Heatmap, and Jesse Jenkins, a professor of energy systems engineering at Princeton University.
Subscribe to “Shift Key” and find this episode on Apple Podcasts, Spotify, Amazon, or wherever you get your podcasts.
You can also add the show’s RSS feed to your podcast app to follow us directly.
Here is an excerpt from our conversation:
Robinson Meyer: Next question — you have to pick one, and then you’ll get a free response section. Do you think AI and data centers energy needs are significantly slowing down decarbonization, yes or no?
Jesse Jenkins: Significantly. Yeah, I guess significantly would … yes, I think so. I think in general, the challenge we have with decarbonization is we have to add new, clean supplies of energy faster than demand growth. And so, in order to make progress on existing emissions, you have to exceed the demand growth, meet all of that growth with clean resources, and then start to drive down emissions.
If you look at what we’ve talked about — are China’s emissions peaking, or global emissions peaking? I mean, that really is a game. It’s a race between how fast we can add clean supply and how fast demand for energy’s growing. And so in the power sector in particular, an area where we’ve made the most progress in recent years in cutting emissions, now having a large, and rapid growth in electricity demand for a whole new sector of the economy — and one that doesn’t directly contribute to decarbonization, like, say, in contrast to electric vehicles or electrifying heating —certainly makes things harder. It just makes that you have to run that race even faster.
I would say in the U.S. context in particular, in a combination of the Trump policy environment, we are not keeping pace, right? We are not going to be able to both meet the large demand growth and eat into the substantial remaining emissions that we have from coal and gas in our power sector. And in particular, I think we’re going to see a lot more coal generation over the next decade than we would’ve otherwise without both AI and without the repeal of the Biden-era EPA regulations, which were going to really drive the entire coal fleet into a moment of truth, right? Are they gonna retrofit for carbon capture? Are they going to retire? Was basically their option, by 2035.
And so without that, we still have on the order of 150 gigawatts of coal-fired power plants in the United States, and many of those were on the way out, and I think they’re getting a second lease on life because of the fact that demand for energy and particularly capacity are growing so rapidly that a lot of them are now saying, Hey, you know what, we can actually make quite a bit of money if we stick around for another 5, 10, 15 years. So yeah, I’d say that’s significantly harder.
That isn’t an indictment to say we shouldn’t do AI. It’s happening. It’s valuable, and we need to meet as much, if not all of that growth with clean energy. But then we still have to try to go faster, and that’s the key.
Mentioned:
This year’s Heatmap Insiders Survey
Last year’s Heatmap Insiders Survey
The best PDF Jesse read this year: Flexible Data Centers: A Faster, More Affordable Path to Power
The best PDF Rob read this year: George Marshall’s Guide to Merleau-Ponty's Phenomenology of Perception
This episode of Shift Key is sponsored by …
Heatmap Pro brings all of our research, reporting, and insights down to the local level. The software platform tracks all local opposition to clean energy and data centers, forecasts community sentiment, and guides data-driven engagement campaigns. Book a demo today to see the premier intelligence platform for project permitting and community engagement.
Music for Shift Key is by Adam Kromelow.
They still want to decarbonize, but they’re over the jargon.
Where does the fight to decarbonize the global economy go from here? The past 12 months, after all, have been bleak. Donald Trump has pulled the United States out of the Paris Agreement (again) and is trying to leave a precursor United Nations climate treaty, as well. He ripped out half the Inflation Reduction Act, sidetracked the Environmental Protection Administration, and rechristened the Energy Department’s in-house bank in the name of “energy dominance.” Even nonpartisan weather research — like that conducted by the National Center for Atmospheric Research — is getting shut down by Trump’s ideologues. And in the days before we went to press, Trump invaded Venezuela with the explicit goal (he claims) of taking its oil.
Abroad, the picture hardly seems rosier. China’s new climate pledge struck many observers as underwhelming. Mark Carney, who once led the effort to decarbonize global finance, won Canada’s premiership after promising to lift parts of that country’s carbon tax — then struck a “grand bargain” with fossiliferous Alberta. Even Europe seems to dither between its climate goals, its economic security, and the need for faster growth.
Now would be a good time, we thought, for an industry-wide check-in. So we called up 55 of the most discerning and often disputatious voices in climate and clean energy — the scientists, researchers, innovators, and reformers who are already shaping our climate future. Some of them led the Biden administration’s climate policy from within the White House; others are harsh or heterodox critics of mainstream environmentalism. And a few more are on the front lines right now, tasked with responding to Trump’s policies from the halls of Congress — or the ivory minarets of academia.
We asked them all the same questions, including: Which key decarbonization technology is not ready for primetime? Who in the Trump administration has been the worst for decarbonization? And how hot is the planet set to get in 2100, really? (Among other queries.) Their answers — as summarized and tabulated by my colleagues — are available in these pages.
You can see whether insiders think data centers are slowing down decarbonization and what folks have learned (or, at least, say they’ve learned) from the repeal of clean energy tax credits in the Inflation Reduction Act.
But from many different respondents, a mood emerged: a kind of exhaustion with “climate” as the right frame through which to understand the fractious mixture of electrification, pollution reduction, clean energy development, and other goals that people who care about climate change actually pursue. When we asked what piece of climate jargon people would most like to ban, we expected most answers to dwell on the various colors of hydrogen (green, blue, orange, chartreuse), perhaps, or the alphabet soup of acronyms around carbon removal (CDR, DAC, CCS, CCUS, MRV). Instead, we got:
“‘Climate.’ Literally the word climate, I would just get rid of it completely,” one venture capitalist told us. “I would love to see people not use 'climate change' as a predominant way to talk to people about a global challenge like this,” seconded a former Washington official. “And who knows what a ‘greenhouse gas emission’ is in the real world?” A lobbyist agreed: “Climate change, unfortunately, has become too politicized … I’d rather talk about decarbonization than climate change.”
Not everyone was as willing to shift to decarbonization, but most welcomed some form of specificity. “I’ve always tried to reframe climate change to be more personal and to recognize it is literally the biggest health challenge of our lives,” the former official said. The VC said we should “get back to the basics of, are you in the energy business? Are you in the agriculture business? Are you in transportation, logistics, manufacturing?”
“You're in a business,” they added, “there is no climate business.”
Not everyone hated “climate” quite as much — but others mentioned a phrase including the word. One think tanker wanted to nix “climate emergency.” Another scholar said: “I think the ‘climate justice’ term — not the idea — but I think the term got spread so widely that it became kind of difficult to understand what it was even referring to.” And one climate scientist didn’t have a problem with climate change, per se, but did say that people should pare back how they discuss it and back off “the notion that climate change will result in human extinction, or the sudden and imminent end to human civilization.”
There were other points of agreement. Four people wanted to ban “net zero” or “carbon neutrality.” One scientist said activists should back off fossil gas — “I know we’re always trying to try convince people of something, but, like, the entire world calls it ’natural gas’” — and another scientist said that they wished people would stop “micromanaging” language: “People continually changing jargon to try and find the magic words that make something different than it is — that annoys me.”
Two more academics added they wish to banish discussion of “overshoot”: “It’s not clear if it's referring to temperatures or emissions — I just don't think it's a helpful frame for thinking about the problem.”
“Unit economics,” “greenwashing,” and — yes — the whole spectrum of hydrogen colors came in for a lashing. But perhaps the most distinctive ban suggestion came from Todd Stern, the former chief U.S. climate diplomat, who negotiated the Kyoto Protocol and the Paris Agreement.
“I hate it when people say ’are you going to COP?’” he told me, referring to the United Nations’ annual climate summit, officially known as the Conference of the Parties. His issue wasn’t calling it “COP,” he clarified. It was dropping the definite article.
“The way I see it, no one has the right to suddenly become such intimate pals with ‘COP.’ You go to the ball game or the conference or what have you. And you go to ‘the COP,’” he said. “I am clearly losing this battle, but no one will ever hear me drop the ‘the.’”
Now, since I talked to Stern, the United States has moved to drop the COP entirely — with or without the “the” — because Trump took us out of the climate treaty under whose aegis the COP is held. But precision still counts, even in unfriendly times. And throughout the rest of this package, you’ll find insiders trying to find a path forward in thoughtful, insightful, and precise ways.
You’ll also find them remaining surprisingly upbeat — and even more optimistic, in some ways, than they were last year. Twelve months ago, 30% of our insider panel thought China would peak its emissions in the 2020s; this year, a plurality said the peak would come this decade. Roughly the same share of respondents this year as last year thought the U.S. would hit net zero in the 2060s. Trump might be setting back American climate action in the near term. But some of the most important long-term trends remain unchanged.
OUR PANEL INCLUDED… Gavin Schmidt, director of the NASA Goddard Institute for Space Studies | Ken Caldeira, senior scientist emeritus at the Carnegie Institution for Science and visiting scholar at Stanford University | Kate Marvel, research physicist at the NASA Goddard Institute for Space Studies | Holly Jean Buck, associate professor of environment and sustainability at the University at Buffalo | Kim Cobb, climate scientist and director of the Institute at Brown for Environment and Society | Jennifer Wilcox, chemical engineering professor at the University of Pennsylvania and former U.S. Assistant Secretary for Fossil Energy and Carbon Management | Michael Greenstone, economist and director of the Energy Policy Institute at the University of Chicago | Solomon Hsiang, professor of global environmental policy at Stanford University | Chris Bataille, global fellow at Columbia University’s Center on Global Energy Policy | Danny Cullenward, senior fellow at the Kleinman Center for Energy Policy at the University of Pennsylvania | J. Mijin Cha, environmental studies professor at UC Santa Cruz and fellow at Cornell University’s Climate Jobs Institute | Lynne Kiesling, director of the Institute for Regulatory Law and Economics at Northwestern University | Daniel Swain, climate scientist at the University of California Agriculture and Natural Resources | Emily Grubert, sustainable energy policy professor at the University of Notre Dame | Jon Norman, president of Hydrostor | Chris Creed, managing partner at Galvanize Climate Solutions | Amy Heart, senior vice president of public policy at Sunrun | Kate Brandt, chief sustainability officer at Google | Sophie Purdom, managing partner at Planeteer Capital and co-founder of CTVC | Lara Pierpoint, managing director at Trellis Climate | Andrew Beebe, managing director at Obvious Ventures | Gabriel Kra, managing director and co-founder of Prelude Ventures | Joe Goodman, managing partner and co-founder of VoLo Earth Ventures | Erika Reinhardt, executive director and co-founder of Spark Climate Solutions | Dawn Lippert, founder and CEO of Elemental Impact and general partner at Earthshot Ventures | Rajesh Swaminathan, partner at Khosla Ventures | Rob Davies, CEO of Sublime Systems | John Arnold, philanthropist and co-founder of Arnold Ventures | Gabe Kleinman, operating partner at Emerson Collective | Amy Duffuor, co-founder and general partner at Azolla Ventures | Amy Francetic, managing general partner and founder of Buoyant Ventures | Tom Chi, founding partner at At One Ventures | Francis O’Sullivan, managing director at S2G Investments | Cooper Rinzler, partner at Breakthrough Energy Ventures | Gina McCarthy, former administrator of the U.S. Environmental Protection Agency | Neil Chatterjee, former commissioner of the Federal Energy Regulatory Commission | Representative Scott Peters, member of the U.S. House of Representatives | Todd Stern, former U.S. special envoy for climate change | Representative Sean Casten, member of the U.S. House of Representatives | Representative Mike Levin, member of the U.S. House of Representatives | Zeke Hausfather, climate research lead at Stripe and research scientist at Berkeley Earth | Shuchi Talati, founder and executive director of the Alliance for Just Deliberation on Solar Geoengineering | Nat Bullard, co-founder of Halcyon | Bill McKibben, environmentalist and founder of 350.org | Ilaria Mazzocco, senior fellow at the Center for Strategic and International Studies | Leah Stokes, professor of environmental politics at UC Santa Barbara | Noah Kaufman, senior research scholar at Columbia University’s Center on Global Energy Policy | Arvind Ravikumar, energy systems professor at the University of Texas at Austin | Jessica Green, political scientist at the University of Toronto | Jonas Nahm, energy policy professor at Johns Hopkins SAIS | Armond Cohen, executive director of the Clean Air Task Force | Costa Samaras, director of the Scott Institute for Energy Innovation at Carnegie Mellon University | John Larsen, partner at Rhodium Group | Alex Trembath, executive director of the Breakthrough Institute | Alex Flint, executive director of the Alliance for Market Solutions
The Heatmap Insiders Survey of 55 invited expert respondents was conducted by Heatmap News reporters during November and December 2025. Responses were collected via phone interviews. All participants were given the opportunity to record responses anonymously. Not all respondents answered all questions.
Plus, which is the best hyperscaler on climate — and which is the worst?
The biggest story in energy right now is data centers.
After decades of slow load growth, forecasters are almost competing with each other to predict the most eye-popping figure for how much new electricity demand data centers will add to the grid. And with the existing electricity system with its backbone of natural gas, more data centers could mean higher emissions.
Hyperscalers with sustainability goals are already reporting higher emissions, and technology companies are telling investors that they plan to invest hundreds of billions, if not trillions of dollars, into new data centers, increasingly at gigawatt scale.
And yet when we asked our Heatmap survey participants “Do you think AI and data centers’ energy needs are significantly slowing down decarbonization?” only about 34% said they would, compared to 66% who said they wouldn’t.
There were some intriguing differences between different types of respondents. Among our “innovator” respondents — venture capitalists, founders, and executives working at climate tech startups — the overwhelming majority said that AI and data centers are not slowing down decarbonization. “I think it’s the inverse — I think we want to launch the next generation of technologies when there’s demand growth and opportunity to sell into a slightly higher priced, non-commoditized market,” Joe Goodman co-founder and managing partner at VoLo Earth Ventures, told us.
Not everyone in Silicon Valley is so optimistic, however. “I think in a different political environment, it may have been a true accelerant,” one VC told us. “But in this political environment, it’s a true albatross because it’s creating so many more emissions. It’s creating so much stress on the grid. We’re not deploying the kinds of solutions that would be effective."
Scientists were least in agreement on the question. While only 47% of scientists thought the growth of data centers would significantly slow down decarbonization, most of the pessimistic camp was in the social sciences. In total, over 62% of the physical scientists we surveyed thought data centers weren’t slowing down decarbonization, compared to a third of social scientists.
Michael Greenstone, a University of Chicago economist, told us he didn’t see data centers and artificial intelligence as any different from any other use of energy. “I also think air conditioning and lighting, computing, and 57,000 other uses of electricity are slowing down decarbonization,” he said. The real answer is the world is not trying to minimize climate change.”
Mijin Cha, an assistant professor of environment studies at the University of California Santa Cruz, was even more gloomy, telling us, “Not only do I think it’s slowing down decarbonization, I think it is permanently extending the life of fossil fuels, especially as it is now unmitigated growth.”
Some took issue with the premise of the question, expressing skepticism of the entire AI industry. “I’m actually of the opinion that most of the AI and data center plans are a massive bubble,” a scientist told us. “And so, are there plans that would be disruptive to emissions? Yes. Are they actually doing anything to emissions yet? Not obvious.”
We also asked respondents to name the “best” and “worst” hyperscalers, large technology companies pursuing the data center buildout. Many of these companies have some kind of renewables or sustainability goal, but there are meaningful differences among them. Google and Microsoft look to match their emissions with non-carbon-power generation in the same geographic area and at the same time. The approach used by Meta and Amazon, on the other hand, is to develop renewable projects that have the biggest “bang for the buck” on global emissions by siting them in areas with high emissions that the renewable generation can be said to displace.
Among our respondents, the 24/7 “time and place” approach is the clear winner.
Google was the “best” pick for 19 respondents, including six who said “Google and Microsoft.” By contrast, Amazon and Meta had just three votes combined.
As for the “worst,” there was no clear consensus, although two respondents from the social sciences picked “everyone besides Microsoft and Google” and “everyone but Google and Microsoft.” Another one told us, “The best is a tie between Microsoft and Google. Everyone else is in the bottom category.”
A third social scientist summed it up even more pungently. “Google is the best, Meta is the worst. Evil corporation” — though with more expletives than that.
The Heatmap Insiders Survey of 55 invited expert respondents was conducted by Heatmap News reporters during November and December 2025. Responses were collected via phone interviews. All participants were given the opportunity to record responses anonymously. Not all respondents answered all questions.