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The Democratic Senate candidate from Maine told Heatmap that any ban on construction must be paired with policymaking.

We’re about to find out whether progressive energy populism can flip control of Congress.
Graham Platner, the presumptive Democratic nominee for the U.S. Senate from Maine, released an energy plan on Friday calling for a “national electricity rate freeze” to deal with high power prices, which many fear is in no small part from the scramble to build out new generation to meet new demand from data centers. Notably, however, the plan did not address data centers themselves.
In an interview the next day, the candidate revealed more of his views about the controversial technology, and told me his campaign is working on an artificial intelligence and data center-specific policy plan.
“I am extremely worried about, one, just AI as a general concept — the impact it’s going to have on the labor force, its impact on things like mass surveillance and manipulation of people and markets. Those things terrify me,” Platner told me. “We are dealing with a technology and a reality that we have done absolutely no regulatory preparation for, and that is utterly terrifying with something that seems to be as big and expensive and impactful as AI and the infrastructure necessary to power it.”
While he was careful in our conversation not to explicitly back a nationwide data center moratorium, he has previously given the idea his full-throated support. During a March 6 interview with environmental activists considering whether to endorse the candidate, Platner was asked whether he supports a “halt” to the fast-paced buildout of data centers. He was also queried on whether he would cosponsor legislation authored by Vermont Senator Bernie Sanders and New York Representative Alexandria Ocasio-Cortez that would temporarily ban new data center projects. (The interview occurred before the bill was introduced.)
“Yes and yes. That’s probably the easiest question I’m going to get asked today,” Platner replied, according to a recording of the internal conversation shared with me by Food and Water Action. FWA was one of the four organizations involved in the call, all of which endorsed his campaign Tuesday morning. Platner’s camp declined to comment on the video.
The stakes of Platner’s campaign couldn’t be higher for Democrats. The seat is one of a handful that will determine control of the U.S. Senate. Platner, a 41-year-old oyster farmer and first-time politician, is fighting against 73-year-old five-term incumbent Republican Senator Susan Collins. While Maine voted for Kamala Harris in 2024 by about seven points and early polls indicate a competitive race that Platner could win, Collins has lasted this long in office for a reason.
Maine is a frontline battleground for modern energy politics in many ways. The northernmost New England state suffers some of the highest electricity rates in the country. The state has also seen some of the country’s steepest yearly cost increases; bills there have risen at least 8.3% just in the past year, according to Heatmap and MIT’s Electricity Price Hub. And prices are only expected to go higher.
Though the state has seen far less data center development than, say, Virginia or Indiana, the facilities have nevertheless become a hot issue for Mainers. Multiple towns have rejected large AI infrastructure projects over the past year. Earlier this year, the Democratically-controlled state legislature passed a statewide moratorium on new data center development. Governor Janet Mills — who was at the time vying with Platner for the Senate nomination — vetoed the moratorium, arguing for protections so one former mill town could still build a data center. She suspended her campaign soon after, conspicuous timing she blamed on dwindling finances.
“Her veto of the bill that was going to put stringent limits on AI centers was something that bothered a lot of people in the Democratic Party,” Jim Melcher, a political science professor at the University of Maine at Farmington, told me.
Meanwhile, Platner supporters “are the kind of people that are nervous about the effects on the environment from data centers, particularly electricity usage and the water usage,” he said. “It’s something Susan Collins hasn’t made much of.”
In addition to the activist groups, leading climate and labor organizations have also endorsed Platner, including Sierra Club’s Maine chapter and the AFL-CIO. (LCV Action Fund, the campaign finance arm of the League of Conservation Voters, told me it hasn’t formally endorsed Platner but is “working with his campaign” and “excited about the opportunity to elect a clean energy champion in Maine this year.”)
Some of the policies in the energy plan were table-stakes bipartisan stuff, like repealing the gas tax to deal with higher gas prices from the Iran War — something Trump says he wants to do, too. Other ideas were quintessential Maine, like a “strategic marine fuel reserve” to quell price increases during fishing season. Unsurprisingly for a Democrat, Platner supports permitting reform for renewable energy projects including solar and offshore wind.
But one big proposal caught my eye — a so-called “national electricity rate freeze.” According to the plan, a combination of “repurposed” fossil fuel funding and a new oil industry “windfall tax” would fund “low-cost energy infrastructure financing to any state that freezes or lowers electricity rates for four years.”
“Not only would this relieve Americans of the burden of Trump’s war,” the document stated, “but it would also reduce the political impetus on the part of Big Oil to continue to push America into costly Middle East interventions that just so happen to reap them billions in profit.”
Though it did not mention data centers explicitly, the proposal echoed a similar policy from New Jersey Governor Mikie Sherrill, whose campaign pledge last year to freeze electricity rates was a direct response to data center impacts.
A moratorium on data center development would be a step far beyond taking action on electricity prices. When I asked about the Sanders proposal in our interview, Platner told me he supports “anything” that would slow down data center development. But on the general idea of temporarily banning these projects, he clarified, it “can’t be a moratorium for the sake of being a moratorium.”
“If we’re just slowing it down to assuage people’s fears but we’re not also building legislation at the exact same time, that kind of defeats the point,” he said. “What might be — I’m still a little skeptical — but what might be the single most transformational technology around productivity of our time, the idea that’s just going to happen and we don’t have any regulatory structures around it and we’re not even having the time to have the conversation while it gets built and utilized? That’s insane. Except that’s exactly what’s happening right now.”
Platner’s plainclothes populism came through when I asked why he thinks energy prices are going up. On the one hand, he said, “People need more energy and we’re not producing enough of it.” But he added: “It’s that, connected with corporate consolidation and greed. These two things together [are] what’s primarily driving how expensive energy is.”
Collins, meanwhile, has started sketching her own approach to energy in campaign season — promoting domestic natural gas. Speaking at a manufacturing business summit on Friday, Collins countermessaged with support for new pipeline infrastructure to carry gas from Pennsylvania up north to increase supply and hopefully lower prices. “We have the highest dependence in the country on home heating oil for our homes. Natural gas is cleaner, it’s cheaper, and it should be more available in our state,” she told reporters.
Collins has pursued her own reform efforts around AI, including a call to ban AI-generated depictions of candidates in election ads. Mainers haven’t gotten much from Collins about data centers, though. Neither her campaign nor her Senate office responded to requests for comment. “She really hasn't talked much about it,” Melcher said of Collins’ approach to energy and data centers.
Prior to releasing his energy plan, Platner took a Zohran Mamdani-like approach to climate and energy, focusing primarily on cost of living issues.
When he did speak on those subjects, it was with the same unapologetically anti-corporate approach that leads him to say companies like Google and Palantir “shouldn’t exist.” In a clip posted to YouTube in February, Platner outlines his position on fossil fuels, arguing that the federal government must “pull back” on financing for the industry in order to “buy us the future we need to deal with the problems of climate change.” The responsibility for addressing climate change rests not at the feet of individual citizens, he says, but rather with “the structures and the corporations that have made an immense amount of money out of destroying the planet.”
It remains to be seen whether Platner’s populist pugilism will prove successful for Democrats in a crucial race. Collins has a powerful perch atop the Senate Appropriations Committee, which allows her to argue on the trail that she’ll bring Mainers home more bacon.
Both Melcher and Mark Brewer, a political science professor at the University of Maine, told me they’re confident Platner is relying on the support of voters who want him to support a blanket data center ban. They each told me Collins’ relative silence on this topic is something Platner could use to his advantage, especially as energy prices continue to rise.
“They’ll probably both try to stake out a position that says we're clearly concerned about environmental issues and the cost of electricity,” Brewer said. “I don’t know if it’ll be at the top of the agenda, but at some point in this campaign, we’ll all be talking about AI data centers.”
Editor’s note: This story has been updated to correct the name of Food and Water Action.
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On the India-Australia uranium deal, a U.S. general’s warning, and Chicago’s VPP
Current conditions: China and Taiwan are bracing for Super Typhoon Bavi to make landfall as possibly the strongest storm either country has faced in years • Utah’s Babylon fire has torched at least 103,000 acres already, and was just 25% contained as of this morning • New York City faces flooding as the thunderstorms that began yesterday continue into Saturday.

When the heat dome roasting the Eastern United States hit a peak last week, I told you that PJM Interconnection could hardly keep up with its own forecasts for demand. While the nation’s largest power grid operator had projected summertime demand for electricity would top out at 156 gigawatts, analysts last week predicted PJM’s load during the heat wave would hit the all-time record set in 2006 of just under 166 gigawatts. On July 2, it far surpassed even that: The 13-state grid set a new all-time system record of more than 168 gigawatts of demand, the grid operator confirmed Thursday. Wind and solar played major roles in supplying the power needed to avoid blackouts. “Solar, wind, and demand-side solutions showed up in a big way during this heatwave to keep the lights on and homes cool,” Jon Gordon, a senior director at the industry group Advanced Energy United, said in a statement. “Deploying more of these solutions, as well as energy storage, would help PJM avoid needing to call on so many expensive and dirty backup diesel generators and peaker units in the future.”
The milestone comes as PJM is scrambling to rewrite its rules, as Heatmap’s Matthew Zeitlin has covered, to figure out how to bring more generation online and allow more large power users such as data centers to patch onto the system.
Fervo Energy just drilled another well for its flagship Cape Station project in Utah. This one, as Matthew wrote yesterday, is 19,448 feet deep, includes a 7,500-foot lateral span underground, and took just 21 days to drill. While that time matches the same number of days the project’s Phase I wells required, this one is, on average, nearly 35% deeper, with a 50% wider lateral extension. “Today, we are drilling deeper, hotter wells that will produce multiples more [megawatts] per well than our Project Red pilot, and we are doing it in a fraction of the time,” CEO Tim Latimer said in a statement.
In the race to build out more nuclear power, China is far and away in first place, with more than three dozen reactors under construction. Trailing in second is India, with about half a dozen. But New Delhi wants more, as evidenced by last winter’s legal reform to open the subcontinent’s atomic power industry to exports for the first time in nearly decades, which I told you about back in December. Unlike other countries that build first and find fuel later, India is devoid of major uranium reserves, which is partly why its government is so keen on thorium fuel. Until that works out, however, New Delhi is locking down other supplies. On Thursday, Prime Minister Narendra Modi inked a deal with the Australian government to increase India’s imports of uranium. The agreement, signed in Melbourne yesterday morning, does not specify the volumes of metal India plans to import. The deal’s significance goes beyond just reactor fuel. India is infamously one of the biggest countries to refuse to sign the global Treaty of Non-Proliferation of Nuclear Weapons, and in fact was the first nation to develop an atomic weapon after the pact was agreed among most countries on Earth. Australia, a major uranium miner, previously refused to sell fuel to any country that wasn’t a signatory to the treaty. But Canada eased its rules to ink a uranium deal with India in March. While the Associated Press noted that Australia’s “leaders historically ruled out” such a deal with New Delhi, “Canberra’s position has eased.”
In the U.S., meanwhile, the Nuclear Regulatory Commission this week continued its regulatory overhaul efforts by proposing the biggest changes to how the agency applies the National Environmental Policy Act in years. Under the new NEPA rule, the NRC would streamline permitting, eliminate the need to submit a draft of a project’s environmental impact statement, and add new exemptions to conducting environmental reviews.
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The series of equity deals President Donald Trump struck with individual mining companies to bolster the U.S. government’s portfolio of domestic producers of critical minerals certainly made members of the Biden administration jealous. But the U.S. Army’s former chief operating officer says a huge policy gap remains. Speaking on a podcast from The Northern Miner, Flynn, who previously commanded the U.S. Army Pacific, suggested Trump’s approach was too piecemeal. “One of the central problems is we tend to fund a mine, a processor, or a technology as a standalone project versus trying to pull a consortium of projects together, a consortium of companies and leaders together, that combine skilled workers, equipment, metallurgists, transportation needs, and customers,” Flynn said, hanging on that last word in an apparent attempt to emphasize the “Trump mineral paradox” I was telling you about yesterday. “I’m not sure that’s what our plan is.” He added that he’s “being critical now” because mining projects require five- to 10-year funding commitments. “This is what China did to build their system out,” he said. “That’s what they did a number of years ago. We’re almost taking a page out of their book.”
The proposal Chicago’s utility Commonwealth Edison put out for a battery-based “scheduled dispatch virtual power plant” has won state approval. On Wednesday, Utility Dive reported that the Illinois Commerce Commission gave the company the green light last week to replace the more limited VPP proposal the ComEd pitched last year, which was scrapped after the state passed legislation to support the expansion of battery storage capacity across northern Illinois. The new VPP program “is an important step in bolstering the potential of customer-sited energy resources to make the grid more resilient during periods of peak demand while helping customers receive additional value for their support at a time when supply costs are rising,” Andrew Plenge, ComEd’s vice president of strategy and energy policy, said in a press release. The VPP is poised to go live next year.
Hyundai is so committed to developing clean hydrogen that the South Korean automaker is now building America’s leading green steel project in Louisiana. But if skeptics of the fuel think that’s billions of dollars thrown in the toilets, just wait until they hear about the company’s newest facility. On Thursday, Hydrogen Insight reported that the company had opened its HTWO Energy Cheongju plant at a public waste treatment facility with the goal of producing 500 kilograms of hydrogen per day from sewage sludge broken down in an anaerobic digester and refined through two additional processes. “At a time when energy security is important, this is significant in that it establishes a system for directly producing and supplying energy using urban infrastructure,” Lee Ho-hyun, second vice-minister of the Ministry of Climate, Energy and Environment, said in a statement.
Plus, the Trump administration appointed a new “beacon of rational thought.”
We got a look at another major tech company’s latest energy and carbon emissions data — and it’s a doozy. On Wednesday, Microsoft released its annual sustainability report, giving us another year’s worth of energy and emissions data for a company that Heatmap’s annual insiders poll once judged to be one of the best hyperscalers for climate change.
The headline: Microsoft’s climate pollution surged last year. Its carbon emissions increased 25% year-over-year, the biggest single-year rise since at least the pandemic. The company emitted the equivalent of 21 million tons of carbon dioxide in 2025, under standard measurement methods. (It emitted slightly less under its own bespoke measurement system, which counts fuel credits and customer energy use differently.)
Electricity, which the company is buying in larger amounts than ever before to power AI data centers, is driving a good share of that increase. In 2024, carbon pollution produced by generating electricity (as well as from making chilled water and steam) was responsible for 2% of Microsoft’s total corporate carbon footprint. In 2025, that same category made up 13% of its overall emissions. The company’s power use rose by more than 24% over the same period.
That means Microsoft’s power use isn’t rising as fast as other companies’. Google’s most recent sustainability report said its own electricity consumption leapt 37% during the same period.
The report suggests, too, that Microsoft is increasingly wary of local fights over data center development — and how water has come to play an outsize role in those battles. The company reports that 2025 was the first year ever that it “replenished” more water on global scales than it withdrew. But “the next phase of our work is increasingly local,” write Brad Smith, the company’s vice chair and president, and Melanie Nakagawa, its chief sustainability officer. That line is clearly in reference to water, specifically — Smith and Nakagawa add that the company hopes to “restore more water to the watersheds where we operate than we withdraw” — but it could also cover the widespread local opposition to data centers that has exploded over the same period.
There’s one more thing to flag about this report: Although it just came out, it covers Microsoft’s 2025 fiscal year, which began in July 2024 and ended more than a year ago. That means it’s inherently an out-of-date view — it shows us what Redmond was doing as the AI and data center boom got underway, but not what it’s doing now. We’ve known for some time that the company is struggling to meet booming AI power demand while maintaining its power commitments; it paused carbon removal buying in April and revised its own clean energy commitments in May.
I should add that Microsoft would prefer that we look at other numbers in the report. First, under its in-house measurement scheme, the company says it released only 20 million tons of carbon pollution over the past year, a figure that appears in its top-line charts. Second, Microsoft estimates that it would have done even more harm to the climate — producing 34 million tons of climate emissions — if not for its corporate policies of buying zero-carbon electricity, using renewable fuels, and improving the energy efficiency and carbon footprint of its XBox game consoles and Surface tablets.
We asked Microsoft for a follow-up interview, but unfortunately they didn’t make anyone available. I’ll be back tomorrow to look at Microsoft’s report in context with other hyperscalers.
Speaking of a sudden rise in gaseous emissions, the Trump administration today named a new leader of the federal government’s marquee in-house climate research office, the U.S. Global Change Research Program. Per Politico, the new top dog is Matthew Wielicki, a UCLA PhD who (1) has a Substack, (2) refers to himself (in the third person) as a “beacon of rational thought” and “professor in exile” on said Substack, and (3) has suggested on X that climate change belongs in the “Department of Imaginary Problems.”
What can I say? Back during President Trump’s first term, his administration tried to bury the publication of the National Climate Assessment by dumping it on a holiday weekend. Now it seems to have taken another strategy. All I can say is, Dr. Wielicki, from one beacon of rational thought to another: I look forward to following your work.
Water pollution in Wyoming has big implications for the future of data center development.
Did a Meta data center introduce a rare, dangerous bacteria into the sewers system of Wyoming’s capitol city? It’s an environmental pollution mystery with an answer that could decide the future of American AI infrastructure development.
Our drama begins in Cheyenne, Wyoming, where the city’s board of public utilities just wrapped up a lengthy investigation into the presence of Cupriavidus gilardii, a potentially lethal bacteria resistant to heavy metals, in the city’s wastewater treatment systems. Apparently, in February, board staff detected the contamination and shut off public access to the city’s water reuse system, a supply of treated non-potable water fed with treated wastewater and used for lawns, athletic fields, and other green spaces. Officials were worried that spraying this water could release into the environment a bacteria found to cause fatal health outcomes in immunocompromised or elderly people who are infected by it.
The board then identified a culprit – Goat Systems LLC, a Delaware-registered firm without a website Meta tasked with overseeing its large $800 million hyperscale project in Cheyenne dubbed Project Cosmo. Goat Systems lost its wastewater disposal permit. The board plans to also fine Goat Systems for violating city code “along with additional fees for our remediation efforts,” board public affairs coordinator Erin Lamb told me in an email. (The only person publicly affiliated with Goat Systems is Pamela Gregorski, an employee for a company that specializes in creating LLCs. Gregorski, who is linked to other LLCs handling Meta projects across the country, did not reply to requests for comment.)
In public comments and statements to me, the board linked the bacteria to water used to flush the Meta data center’s closed-loop cooling system so debris could be removed before the facility was operational. “We were able to connect the Meta data center campus to this through sampling their site,” Lamb said.
This finding led Cheyenne to also indefinitely ban data center projects in the city from ever disposing of “fill-and-flush water” in the sewer system again.
Meta has not denied contamination was found by the city, but says repeated sampling at its project site failed to come up with any evidence confirming they were the source. One can imagine a scenario where the data center and its design played no role in this bacteria showing up, or that city officials erroneously tagged the tech company with responsibility at a time when they’re dealing with political troubles already.
But what is happening in Cheyenne, first reported last week by Wyoming local press, will have consequences for the future of AI infrastructure whether or not Meta was actually even responsible. Right now, all over the country, tech companies are failing to get permits for their data centers because people are worried about water use. These closed-loop data center designs are supposed to address those concerns, letting large hyperscalers contain, cycle, and reuse the water they use for months or even years. A story like this gaining traction in public discourse around data centers will inevitably damage the sector’s public image unless rectified – and fast.
Cheyenne’s claims about the Meta data center being responsible for the bacteria have already metastasized on social media, disseminated through channels often cited by data center opponents on the ground elsewhere in the country. “REPORT: ‘RARE’ BACTERIA DISCHARGED INTO WYOMING WATERSHED LINKED TO DATA CENTER,” reads one post by a Facebook user Izzy Bella that has been shared more than 2,600 times. “Think of this the next time you hear blatant greenwashed lies like ‘closed loop cooling.” This post has been shared by major anti-data center groups on Facebook, including Pennsylvania Data Center Resistance, a social media page for organizing against projects in the Keystone State.
Going solely off what happened in Wyoming, some in the state are concerned the process of cleaning these loops before opening a data center can produce some nasty byproducts. Dr. Jonathan Brand, a civil engineering professor at University of Wyoming, has been studying the data center buildout in Wyoming for years, watching what’s happened in Cheyenne closely, and like me has way more questions than answers.
Usually, Brand said, a company using water in metal-intensive industrial applications – think a metal plating facility – has to test that fluid before it’s dumped into a municipal sewer system. The chain of events spelled out by the board left him “guessing that didn’t happen here,” and he’s worried the bacteria formed within whatever petri dish-like environment was created inside the network of looping pipes before it was flushed.
“The bacterium was the canary they saw, but you could have a lot of residual metals, which is not something we normally test for at a wastewater plant,” he said. “What else was in that discharge? Nobody else has let us know that and they’re probably not going to.”
City officials claim the water was tested before it entered the sewer and was missed, but there’s a trust deficit between locals and the government on what happened. Little of this information was public until a few weeks ago. Cheyenne residents first learned trouble was afoot on June 26, when the board posted a press release “reminding all residential, commercial, and industrial customers that the discharge of hazardous substances into the sanitary sewer system is strictly prohibited.” Nothing was included about data centers at all; all the board said was that the bacteria was dumped by “an industrial user within the system.”
Then Exie Brown, a Cheyenne resident and GOP candidate for state house, blasted a press release out on social media declaring “a credible source with knowledge of the [board] investigation and sampling” told him the “industrial user” was a data center.
I reached out to Brown asking how he learned about this. His answers were cryptic. “I was given a piece of paper with that name of a bacteria on it,” he told me over the phone, declining to name the “very credible source” who told him about the contamination. “That it was released into our waste water system, that it came from a data center, that it was Meta, that they found out in February, and I needed to check into this.” When I asked why the piece of paper, he replied: “Because they [the source] wanted to keep this quiet. Off the phones and stuff.”
City officials deny any malintentions behind the delay and claim they’re learning about all of this at the same pace as the average resident. “We learned here a week or so ago,” Cheyenne mayor Patrick Collins told me in an interview. He added this wouldn’t have stirred as much interest “had it been something else,” referencing the fact it was from a data center.
“As I understand it, the contractor that was building the site was flushing out a closed-loop cooling system, and when they tested the water everything seemed to be fine, but when it was released into our system, bacteria had grown and was released into our wastewater treatment,” Collins said. “It just happened to be a data center. It’s an unfortunate and highly regrettable situation.”
The mayor acknowledged this contamination will make it “a little tougher” to argue for more data centers in the city. There are currently 10 operational data centers in Cheyenne and surrounding Laramie County, according to estimates from pro-business group Cheyenne LEADS, which has said five projects are under construction – including the Meta facility – and at least nine others are “in various stages of planning or due diligence.”
On Monday, the Cheyenne city council will vote on whether to annex land owned by various nearby property owners for more data center deals, including parcels owned by the family of U.S. Senator Cynthia Lummis. Before this event, Cheyenne was incredibly resistant to the anti-data center backlash, handily rejecting proposals to pause development.
Collins thinks Cheyenne will still be open to the tech sector. But the bacteria changed things. “I recognize there’s going to be challenges as we move forward. It’s something we’re going to have to look into. This was a regrettable situation that happened.”
We will see more transparency soon from the Cheyenne city government about the contamination. The board tells me it’s planning a press conference next week where Lamb told me “more information will be made available.”
Francis Brennan, a public affairs manager in the company’s strategic response division, provided me with a statement from an unnamed “Meta spokesperson” claiming that Fortis – the construction company hired by Meta and Goat Systems LLC – was directly handling water disposal on site. After the board “shared that it found a substance in the city’s wastewater” the construction company “began hauling it offsite.” Meta claimed Fortis has not been able to corroborate the presence of this bacteria in comparable water samples.
“Meta is committed to being a good neighbor in Cheyenne, including through the protection of local water resources, and will continue encouraging collaboration between Fortis and the board until this situation is revoked,” the statement read. Meta declined to answer follow-up questions..
Fortis confirmed they were responsible for dumping water on site when the contamination was discovered. They stated they’ve been unable to confirm the presence of the bacteria. In a statement provided to me, the company said: “Immediately upon learning of the issue, we stopped discharging water into the city’s wastewater system. We have since engaged in a thorough investigation that has included ongoing repeat testing by independent environmental specialists and have found no trace of the substance.”