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Keep an eye on the public utilities commission races in Arizona, Montana, and Louisiana.

On November 5, voters in a handful of states will cast their ballots not just for their next president and state and local lawmakers, but also for the members of an obscure body with outsized influence on the country’s energy mix.
It’s called a public utilities commission. Every state has one, usually composed of three to five officials who regulate the private companies that deliver water, power, gas, and other services to residents and businesses. Their job is to secure reliable energy at affordable rates, which means these power players also preside over how quickly utilities adopt clean energy and adapt to extreme weather, and how much companies can raise customers’ rates to do so. In most of the U.S., utility commissioners are appointed by the governor or legislature. But 10 states leave filling these roles up to the electorate.
Utility commissions are famous for being ignored by the public — until there’s a rate increase. But if the U.S. is to have any chance of cutting emissions in line with its global commitments, ensuring fossil fuel communities aren’t left behind, or improving our resilience to increasing heat waves, fires, and floods, these gatekeepers have to be paid more attention — and held accountable.
Charles Hua, the founder of a new nonprofit called Powerlines that aims to raise awareness about the importance of these regulators, told me his group has found that over the last decade, about one in 10 voters in states with utility commission elections skipped that part of the ballot. “In many of these elections where the margins are only a couple percent, the one in 10 that sit out are deciding the election,” he said.
Apathy or ignorance about utility commissions isn’t unique to states where commissioners are elected, but it’s not helped by the fact that many of these states are deeply red, and the races aren’t much of a competition. This year, although seats are opening up in eight states, many of them are unlikely to see a change from the status quo.
In Alabama and Nebraska, three current commissioners are running for re-election unopposed. There’s a clear frontrunner among the three candidates vying for one open seat in Oklahoma: a former Republican state lawmaker named Brian Bingman, who is endorsed by the governor and has raised nearly $450,000, much of which was donated by energy PACs and oil and gas company executives, according to state filings. He’s up against a lesser-known Libertarian candidate who, as of the last reporting period, had raised less than $2,000, and a 90-year-old Democrat who has raised zero dollars and already run for and lost commission races three times.
Whoever is elected to open seats in North and South Dakota will have a say in approving the permits for a contentious carbon dioxide pipeline — a project that has drawn opposition from both sides of the aisle and could have raised the stakes for the elections — but environmental advocates in those states told me they expected incumbent candidates to win.
But there are three races that are being closely watched by climate and clean energy advocates. In Louisiana, a swing voter on the commission is stepping down, throwing into question recent momentum against business-as-usual operations in the gas-heavy state. In Arizona and Montana, the current commissions have been skeptical of, if not outright hostile to supporting the development of the two states’ big untapped solar and wind resources. In each state, however, momentum is building behind candidates who could change that paradigm.
“If you can unlock Montana's renewable energy potential, you can help the western part of the country decarbonize,” Anne Hedges, the director of policy and legislative affairs at the Montana Environmental Information Center told me. “This is a really important race.”
Here’s what’s at stake.
During the two years since the last election for the Arizona Corporation Commission, the confusing name of the body in Arizona that regulates utilities, its four-to-one Republican majority has been on a tear dismantling what little clean energy policy there was in the state. In February, the group voted to scrap the state’s meager Renewable Energy Standard, which was enacted in 2006 and required utilities to get 15% of their energy from renewables by 2025, as well as energy efficiency standards. According to Autumn Johnson, executive director of the Arizona Solar Energy Industries Association, the commission has been more resistant to renewable energy than the utilities. She told me that in a recent proceeding to plan for the closure of the Four Corners coal plant in 2031, the commission tried to prevent the state’s biggest utility from considering renewables paired with batteries as part of the replacement mix.
Solar development has been obstructed at every level. The commission quashed efforts to create a market for community solar, small-scale photovoltaic installations that offer low-income customers and renters access to low-cost clean energy. It adopted a community solar policy that “had so many poison pills in it that it made it impossible for a market to actually form,” said Johnson. “We should for sure have a community solar market. I think it's kind of crazy we wouldn't do that in the sunniest state in the country.” It also gummed up the economics of rooftop solar by decreasing the amount homeowners get paid for exporting solar to the grid and burdening them with fixed fees. Johnson said the market is down 40%, and that “a whole bunch of companies are going bankrupt” because of the commission’s policies.
Whoever lands on the commission come January will have a big opportunity to change course. The renewable energy and efficiency standards have not yet been fully repealed, and will see another vote early next year. Johnson said the new commission will vote on rules for virtual power plants, which could help get more distributed solar and batteries on the grid. As in many states, Arizona utilities are anticipating large load growth in the coming years and proposing a lot of new natural gas power plant development to meet it — but the commission has a chance to get them to consider alternatives.
The race is competitive, with three Democrats, two Green party candidates, and three Republicans, including one incumbent, running to fill three seats. During a recent debate, the main split between the two major political parties was over support for renewables. Five of them took public funding for their campaigns through the state’s Clean Elections fund, so they're nearly all working with the same amount of capital, which means there is little to help signal who's likely to come out on top. The AFL-CIO has endorsed the three Democrats in the race, but Arizona has one of the lowest union densities in the country. The state Chamber of Commerce, meanwhile, has endorsed the Republicans running, and one of them, Rachel Waldman, has been endorsed by three current commissioners.
Voters can choose three candidates, and the three with the most votes will be elected.
Montana also has three seats opening up on its five-member Public Service Commission, but the elections there are divided by district, and all eyes are on one of the races in particular. Elena Evans, a geologist who works as the environmental health manager for Missoula County, is running as an Independent to unseat Jennifer Fielder, a Republican incumbent running for her second term. Evans has raised nearly $100,000 since she registered to run in April, while Fielder has raised less than $10,000 since January.
The headline issue in the race is affordability. Last year, the commission approved a 28% rate increase for Northwestern Energy, the biggest utility in the state. Molly Bell, political director for Montana Conservation Voters, told me regulators have been “asleep at the wheel.” She said the commission has been “rubber stamping rate increases, not asking questions about [our utilities’] resource plans, and really not holding our energy companies accountable to making plans for the future.”
Environmental advocates are also worried about Northwestern’s recent decision to acquire a larger stake in the Colstrip power plant, a coal-fired facility built in the 1970s and 80s. Northwestern called the plant “a dependable bridge to a cleaner energy future,” but it will require nearly $200 million in retrofits to comply with new federal air pollution regulations, a cost that Northwestern is now trying to recoup from ratepayers with a new 26% rate increase.
Hedges, of the Montana Energy Information Center, told me the rate increases aren’t just hurting customers — major manufacturers like REC Silicon are leaving the state due to rising energy costs. She wants the commission to force Northwestern to invest in building out the transmission system so that more wind energy can get onto the grid. “We have a ton of wind energy, we have developers who are just clamoring to access that, but they can't because we don't have the transmission system,” she said. “Northwestern has no desire to build out that transmission system because that means competition for them. That’s why our rates are so high.”
Elena Evans isn’t campaigning on a platform of cutting down on fossil fuels or expanding renewables; she’s mainly telling voters she wants to bring costs down and increase transparency. But in interviews, she’s talked about the importance of ensuring utilities are prepared for climate impacts, criticized the sitting commission for being anti-technology, and expressed an interest in solutions such as reconductoring transmission lines to increase their capacity and installing batteries to make the grid more resilient against outages.
The commission is currently fully Republican, and switching out just one of those seats will not bring change overnight. But Stephanie Chase, a researcher at the Energy and Policy Institute, said that having even one person to ask different questions and bring new information to the public record can be meaningful. “Even if they don't have the votes, they still have a platform and ability to raise issues, which I think is really important in states where climate hasn't been at the forefront.”
Louisiana’s recent history proves the value of dissenting voices, even if they don’t have decisive influence. The state’s historically utility-friendly commission saw a big shakeup two years ago when Davante Lewis, a young progressive candidate, dethroned a Democratic incumbent who had held his district’s seat for nearly two decades. Close to 80% of Louisiana’s electricity comes from natural gas, and Lewis campaigned on transitioning the state to renewables, in addition to hardening the grid against storms and lowering fees for customers. He has already made a few small inroads on clean energy, such as advancing an energy efficiency program that had been held up in negotiations with the utilities for more than a decade. The commission also recently approved the biggest expansion of renewable energy in state history.
But Lewis is one of two Democrats on the commission, and has been helped by a swing voter — a moderate Republican named Craig Greene — who’s stepping down this year.
Three candidates are vying for Greene’s spot, but one — State Senator Jean Paul Coussan — has a clear fundraising advantage. The big question around the election seems to be less about who will win, and more about what Coussan would do on the commission. In interviews with local media outlets, he has said he wants to ensure the state can keep pace with demand growth while keeping rates down. He’s expressed openness about renewables but also emphasized the importance of the state’s “abundant supply of natural gas.”
The clean energy advocates I spoke to weren’t sure what to make of him. “You just can’t tell based on what Coussan’s saying now,” Daniel Tait, who researches Southern utilities for the Energy and Policy Institute, a consumer watchdog, told me. He said that of the two Republicans running, Coussan seemed more willing to talk about clean energy and find common ground. But it’s unclear how he will compare to the outgoing commissioner.
Hua, of PowerLines, emphasized that whatever happens, it will have ripple effects through the region. “What Louisiana does is an indicator, in some ways, of what the rest of the Southeast can do,” he told me. “And the Southeast is a particularly important region because that's where we're seeing all this load growth, this gas build out, energy burden and environmental injustice challenges. What the Southeast does will make or break what the U.S. does in terms of the clean energy transition.”
Editor's note: A previous version of this article misstated the percentage of voters who skip utility commission elections. It also misidentified the party of the incumbent whom Davante Lewis defeated. Both mistakes have been fixed. We regret the errors.
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Current conditions: After forming into Tropical Storm Bertha late Monday, the system is barreling toward the Florida Panhandle as it makes landfall as far west as Texas • In the Pacific, Hurricane Fausto has strength as it heads toward Hawaii but remains a Category 1 storm • Temperatures in Ouargla, Algeria’s southern city in the Sahara desert, are soaring to nearly 120 degrees Fahrenheit this week.
Emissions from the United States’ electrical sector spiked 4% last year as demand for power drove up generation from coal. That’s according to the latest annual assessment published Tuesday morning by the U.S. Energy Information Administration. The report, which has tracked annual emissions data from all power sources since 2010, found that U.S. energy-related carbon dioxide emissions increased by 2%, or about 115 million metric tons, in 2025. But the power sector specifically saw a surge of 4%, or 58 million metric tons, due to a spike in fossil fuel use. Coal-fired generation rose by 13%, even as natural gas-fired power fell 4%. Renewables helped avoid more coal use. While wind generation increased 3%, solar skyrocketed by 34%. Generation from all other sources — including nuclear and the category of “other renewables” that includes hydropower and geothermal — were essentially flat last year.
The coal surge isn’t unique to the U.S., as my colleague Matthew Zeitlin wrote last year. Worldwide, rising demand for electricity and shrinking supply of natural gas coming through the Strait of Hormuz made for a good year for coal.
Watershed, the software platform focused on corporate sustainability, just published what it called its first comprehensive open framework for estimating the greenhouse gas emissions from companies’ use of AI programs. The framework has three elements: A comprehensive system that includes all phases of a data center’s use, from model training to inference to hardware production; a function unit of kilograms of carbon dioxide equivalent per million tokens; and a three-tier calculation approach “that aligns with companies’ data quality.”
In a statement to my colleague Emily Pontecorvo, Watershed’s science chief John Bistline said he had “heard from companies that they’re already being asked about AI emissions from investors, from auditors, from regulators, and right now most of them are guessing. We wanted to give them something that was more defensible.”
Oil prices spiked again Tuesday after President Donald Trump publicly weighed taking “a nice big fat shot” at Iran’s Pickaxe Mountain, where Israeli intelligence suggests the Islamic Republic moved its uranium-enriching centrifuges last fall. Brent crude, the main European benchmark for the price per barrel of oil, rose nearly 3% to over $91. West Texas Intermediate, the U.S. price signal, saw a 3% hike to just nearly $85. Murban crude — out of the United Arab Emirates, therefore the most sensitive to Persian Gulf disruptions — soared nearly 5% to just under $86 per barrel.
Shakeups among smaller producers, meanwhile, appeared to cancel out each other’s effects on the market. The shot: Kazakhstan, which falls just outside the top 10 oil-producing nations, is halting crude shipments to the Russia ports it relied on to get its hydrocarbons to market now that Ukraine is consistently attacking the Kremlin’s energy infrastructure, according to the Financial Times. The chaser: Norway’s oil output just beat forecasts, per Oil Price.
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Unlike the last man Trump put in charge of the Environmental Protection Agency during his first term in office, Lee Zeldin hadn’t formally worked for the coal industry before serving in government. But the EPA administrator sure made it sound like the industry’s executives are high-priority constituents. At a National Coal Council event in Washington, D.C.’s Willard Hotel that E&E News covered, Zeldin said “many of the items that were on your wish list are now done.” In the coming months, he added, the agency would get to “the remainder of those items,” but said he wouldn’t “prejudge” any rulemaking outcomes. “Between now and your next meeting, I’m excited to be able to share with great optimism, hope, and enthusiasm that you all, again, not prejudging the outcome of any rulemaking, we’ll have a lot to celebrate the next time you all get together again in January,” Zeldin said. One thing the EPA can’t do: Keep the coal plants the Trump administration wants open actually running. As Matthew wrote last year, the big problem with aging coal stations is that they keep breaking down.
Mergers and acquisitions within the global nuclear industry totaled more than $7 billion in value in the first half of 2026, doubling that same figure from a year earlier. That’s according to new data the law firm White & Case LLP shared Tuesday with World Nuclear News. The number of individual deals increased 10%, from 40 to 44. “At the current pace of dealmaking activity, 2026 is set to surpass all years aside from 2024 when a record $29 billion of M&A activity was registered,” the law firm said. More proof that the nuclear dealmaking boom, as Heatmap’s Katie Brigham wrote last year, “is real.”
It’s not just automobiles going hybrid-electric. The startup Electra, which has promised to build a nine-passenger hybrid-electric plane that can take off in as little as 150 feet, is now pumping $850 million into its first aircraft factory in Ohio. The plant, announced Tuesday, will build up to 800 aircraft per year at full capacity. But as Electrek put it, “that’s a big commitment for a plane that hasn’t flown yet.”
Frontier model developers still keep their energy use largely a secret, but Watershed is proposing a new formula that will at least get you close.
With companies now rapidly adding artificial intelligence into their products and using it across their workstreams, it stands to reason that all that extra energy use might show up in their climate accounting. But to any business that wants to get a sense of how big its AI-related emissions footprint is becoming — and, god forbid, maybe even try to reduce it — I say well, good luck. AI providers mostly keep the data required to make such calculations a secret.
Now Watershed, a startup that helps companies track and estimate their carbon emissions, is proposing a workaround. The firm published a white paper on Wednesday laying out a method for companies to produce rough estimates of their carbon impact from AI, while also encouraging them to demand better data from AI developers.
“We’ve heard from companies that they’re already being asked about AI emissions from investors, from auditors, from regulators, and right now most of them are guessing,” John Bistline, Watershed’s head of science, told me. “We wanted to give them something that was more defensible.”
For most frontier AI models, including those developed by OpenAI and Anthropic, there’s very little information to work with. Google is the only proprietary AI developer that has published a transparent estimate of its model’s operational energy use and related emissions. In a paper last August, researchers at the company found that “the median Gemini apps text prompt consumes 0.24 watts,” which is “less energy than watching nine seconds of television,” and released 0.03 grams of CO2-equivalent. These numbers may be out of date by now, however. In the paper, the authors note that this already represented a 33-fold reduction in energy consumption compared to the previous year.
That’s one challenge with estimating AI-related emissions — tech companies are both growing and innovating rapidly, expanding their energy footprints while also finding greater efficiencies, which may be one reason they don’t disclose this information yet.
Another obstacle is that the exercise involves making a number of carbon accounting decisions, and there’s no consensus yet on best practices. For instance, where do you draw the line on which emissions to include? You could just look at the energy required to operate the model, or you could include the energy used to train the model, or even the emissions related to fabricating and manufacturing the hardware it’s running on. Training a model tends to be more energy-intensive than running it to respond to queries, but it only happens once. If you’re going to include training emissions, the next question is, how should responsibility for those be allotted across the lifetime of the model and its use by hundreds of thousands of customers?
Another decision is how to account for differences in user behavior. A model’s energy intensity can vary widely depending on whether the user is asking a simple question, requesting complex research, generating images, or dispatching agents to conduct multiple tasks simultaneously. Models capable of “reasoning” use an estimated 30 times more electricity than those without that ability, according to research by HuggingFace, a company that creates tools for AI developers. A per-prompt emissions average would not capture these differences, and therefore would not give companies actionable information to help them reduce their emissions.
A “per token” average might be more useful in that sense. When AI models process queries, they break the sentence or code down into smaller components called tokens. One token might be just the first few letters of a word. When the model generates a response, it also processes it in terms of tokens. Estimating emissions per token is not a perfect system either, however, since a token’s value can vary across AI providers. Input tokens, i.e. user questions, also tend to be less energy-intensive than output tokens, or user responses, and a single per-token average will conceal that difference.
Then there’s the question of how to get from a model’s energy intensity to an emissions estimate. Should you use the real-world average carbon intensity of the electric grid? What about any clean energy agreements the AI company may have signed? And how should you factor in companies that decide to bypass the grid entirely and build their own on-site generation, which tends to use natural gas?
The Watershed paper proposes some answers to these questions, and also offers guidance for how companies can develop emissions estimates based on the data available to them.
While most of the published research on AI emissions to date has calculated energy intensity on a per-query basis, Watershed advocates for a per-token approach. — i.e. “kilowatt-hours per thousand tokens.” The authors reason that electricity use scales more directly with the number of tokens used than the number of queries submitted. AI application customers are also often billed based on their token usage, so there’s a business case for tracking tokens and trying to use them more efficiently.
For those companies working with essentially zero data — not even the number of tokens they’re using per year — Watershed recommends they approximate their AI emissions using a “spend-based” method. This means simply multiplying the amount they spend per year on AI services by an emissions factor of 0.134 kilograms of carbon dioxide equivalent per U.S. dollar, which is based on U.S. Bureau of Economic Analysis numbers for the data processing sector of the economy.
The Watershed paper concedes that whatever number this method spits out will be wrong, noting that it “can misestimate true AI emissions by several times in either direction,” and advising companies to treat this as a “provisional placeholder.” But publishing these numbers, even though they are wrong, could help push AI companies toward more transparency if they want to correct the record.
For companies that do track their token volumes, Watershed has a more rigorous solution. The paper proposes a formula companies can use to calculate their AI emissions, accounting not just for inference energy use, but also training emissions, embodied emissions of the data processing equipment, and a figure known as “power usage effectiveness.” This captures the energy consumed by cooling systems, power conversion, and other data center infrastructure that’s not directly serving AI processing. Since model-specific values for the various inputs to the formula are mostly not available today, Watershed has provided default values gathered from previous studies, including papers by Microsoft and Google. Companies can substitute the actual numbers disclosed by AI providers into the formula as that information becomes available.
I reached out to Google, Microsoft, Anthropic, and OpenAI to ask why they didn’t share token carbon intensity, and whether they planned to in the future. Only Microsoft responded to my inquiry, pointing me to its blog post and peer-reviewed paper estimating general AI energy use across frontier models.
To get the most accurate estimate, companies would also need to know where, geographically, their AI queries are being serviced, since emissions from the electric grid varies by region. In some cases, companies may be able to actually choose where their queries are being processed, offering another lever by which they could potentially reduce their emissions.
The right data, disclosed in sufficient detail, will unlock companies’ ability to reduce their AI-related emissions, Watershed argues. Employees would have more reason to choose the most appropriate model for a given task, for example, like avoiding using energy-intensive reasoning models for basic questions.
“I think about a John von Neumann test here,” Bistline said, referring to the mathematician and proto-computer scientist. “You wouldn’t ask an advanced model like Fable anything that you would be embarrassed to ask John von Neumann, or Marie Curie, right? You wouldn’t want to ask ‘how many R’s are there in Strawberry?’ or ‘which restaurants would you recommend I go to in Miami?’”
Of course, companies can already implement this recommendation today, but there will be no way to account for and prove that they are reducing their emissions as a result until AI providers disclose distinct model-based energy estimates.
As Bistline mentioned, this information isn’t just nice-to know — companies are already being asked for it. Upcoming regulations in California and the European Union will require large companies to disclose their total direct emissions, and will eventually require them to disclose indirect emissions like AI energy use. The EU’s AI Act will also require AI companies to disclose a breakdown of the energy consumption of its general purpose AI models.
“There are customer-side disclosure rules and provider-side ones developing in parallel,” Bistline said, “and right now there’s no agreed methodology connecting the two, which is the gap we’re trying to address with our AI emissions framework.”
Average U.S. gasoline prices have slipped back above $4 a gallon.
A decade ago, the Princeton economists Alan Blinder and Mark Watson published a paper about a fact that they called “not nearly as widely known as it should be”: The U.S. economy has done better under Democratic presidents than Republican presidents.
Blinder was not a completely impartial observer — he served on President Bill Clinton’s Council of Economic Advisers, and Clinton later appointed him vice chair of the Federal Reserve — but he and Watson compiled a lengthy list of statistics to back up their claim. The U.S. economy has grown faster, produced more jobs, had a lower unemployment rate, seen higher corporate profits and investment, and experienced better stock market performance under Democrats than Republicans. While the original paper described this divergence from 1947 to 2013, recent research has shown that it held through the subsequent Obama, Trump, and Biden administrations.
The only metric where the two parties come close is inflation, but Democrats still seem to have a tiny edge there, even after the Biden-era inflation.
Why? Blinder and Watson found that it didn’t entirely come down to timing. (Other observers have disputed this, arguing that Republicans tend to get elected at the peak of economic booms, while Democrats win during or just after recessions.) Instead, Blinder and Watson found that a few factors — oil shocks, productivity growth, a more favorable international growth environment, and perhaps better consumer confidence — could explain much of the divergence.
Of course, these factors can’t be entirely separated from a president’s record in office. Oil shocks, for example, tend to drag down global growth, which in turn slows the U.S. economy. And as Watson and Blinder write, some of those oil shocks “may have been induced by [American] foreign policy.” By that mechanism, presidential bellicosity in the Middle East can translate into poorer economic outcomes. This belligerence may even be, as the writer Matt Yglesias contended earlier this year, Republican presidents’ “worst economic policy.”
Why am I recounting all this? Because average U.S. gasoline prices have slipped back above $4 a gallon, according to AAA. (As I write, they stand at $4.01.) The collapse of the ceasefire with Iran — and President Trump’s inability to figure out how to end a war he started — are once again driving up fossil fuel prices.
The numbers add up. Defense Secretary Pete Hegseth told Congress today that the Iran War has cost $37.5 billion so far, but according to a tracker from Brown University researchers, Americans have already paid nearly double that — $71 billion! — on more expensive gasoline and diesel fuel. A billion here, a billion there, and pretty soon you’re talking about real economic underperformance. That estimate suggests the burden of higher energy prices from the Iran War has wiped out the expected $65 billion consumer boost from the One Big Beautiful Bill Act’s expanded tax refunds.
Of course, from a decarbonization perspective, higher gas prices are good, in theory. They encourage people to drive less and to switch to more fuel-efficient — or even fully electrified — vehicles, reducing carbon emissions. (This is part of why I joke about Degrowth Donald, raising fuel prices as he goes.) But short-term oil shocks are the second worst kind of emissions reductions after recessions: They are unlikely to last; they will probably not lead to real decarbonization; and they produce a lot of human misery along the way.
Perhaps this oil spike won’t persist. Perhaps Trump will find a way out of the quagmiring conflict in the Persian Gulf. Perhaps Republican presidential underperformance really does all come down to luck, too. (Or maybe, as a 2020 paper argued, Democratic presidents benefit from a “pre-election growth surge” just before a Republican wins.) But I think it’s worth noting that the recent trickle of news — and the recent and less noticed surge in gas prices — is how an oil interruption results in slower growth overall. If oil shocks really are responsible for GOP presidential underperformance, this is what it would look like.
The irony is that technology finally exists to make the American transportation sector — and the overall economy — less dependent on oil. This technology was developed at the American public’s expense to help manage a scenario much like this one. And the administration has undermined it at almost every opportunity.