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Whether he steps aside or not, there’ll be a climate Democrat on the ticket.

Joe Biden was not a late arrival to the cause of arresting climate change, even if for most of his career he was better known for advancing the interests of the credit card industry than for environmental passion. He introduced an early climate bill in 1987, and though it didn’t do much (the bill, which eventually passed, set up a task force to study the issue), he can legitimately claim to have been there early. As president he has spoken with sincere feeling about climate; even through the muddle of his first debate with Donald Trump, he managed to say that “the only existential threat to humanity is climate change,” one of the clearest statements he made all evening.
After his first debate with Donald Trump and the doubts it raised about his ability to serve out another term, it’s natural to wonder whether we’re approaching a high water mark of action on climate, and that after this president the tide will again gradually recede. When we elect a president, we elect a person who has their own values and priorities — but we also elect not only the large group of policy personnel that accompanies them but on top of that an entire political party that determines what course they will take. It’s easy to lose sight of that fact when so much attention is focused on the individual who occupies the Oval Office, as though politics were a story with a singular protagonist whose will determines the outcome of events.
But the truth is that the next Democrat in the White House — whether it’s Kamala Harris or someone else — would not be able to backslide on this issue even if they wanted to. Aggressive climate action is now woven into the Democratic Party’s governing agenda for the foreseeable future.
This is partly a story about polarization, which can sometimes have positive effects. Not too long ago, the parties contained an ample amount of ideological diversity; there were Northern liberal Republicans and Southern conservative Democrats. Though it was race that powered the realignment that began in the 1960s, one by one nearly every major policy issue polarized cleanly along party lines. Which means that once a party decides an issue is important to them, every elected official has to get on board if they have ambitions for higher office.
Intra-party disagreement on policy hasn’t entirely disappeared, but it takes place within a much narrower band of alternatives, and on some issues there is almost no disagreement at all. There used to be pro-choice, pro-gun reform Republicans and pro-life, pro-gun Democrats, but they all either left office or changed their positions. With Joe Manchin retiring this year, there will be almost no prominent fossil fuel advocates left in the Democratic Party.
Few politicians have been more diligent in shifting with their party than Biden, who spent a career carefully positioning himself precisely where the center of Democratic gravity was. This is why he has been a much more progressive president than one might have thought, especially given that he was considered the “moderate” alternative to the likes of Bernie Sanders and Elizabeth Warren in the 2020 primaries. On almost no issue is that more clear than on climate, where he can accurately claim to have done more than any president in history.
If you look back at what the primary candidates were saying in 2020, most of the differences were small. Biden and others promised to pursue net-zero emissions for the nation by 2050, while a few set their target at 2045. Sanders’ plans were the most enthusiastically optimistic (100% renewables in energy and transportation by 2030; $16.3 trillion in green spending), but all of them had committed to making climate action a policy centerpiece of their administrations.
That includes Kamala Harris, who has sometimes been the public face of the administration’s climate efforts. To anyone wondering whether Harris feels the urgency of climate action in her bones, the answer is that it doesn’t really matter. If you’re a Democrat, you have to pursue that goal because the entire party, from members of Congress to activists to voters, will demand it.
That goes as well for the Democratic governors who are likely future presidential contenders, either this year if Biden steps aside or in 2028. Gov. Gretchen Whitmer of Michigan signed a package of measures to bring her state to 100% clean energy by 2040, and has pushed a comprehensive “Healthy Climate Plan” that addresses energy, transportation, residential decarbonization, and climate resilience. California’s Gavin Newsom has put climate at the center of his governorship, attacking oil companies, spending tens of billions of dollars on climate initiatives, and signing a law banning the sale of new gas-powered cars by 2035. J.B. Pritzker in Illinois has signed legislation to achieve 100% clean energy and pushed a comprehensive climate strategy. Gov. Josh Shapiro in Pennsylvania has walked a more careful line in the third-largest coal-producing state (unlike the others, he has to contend with a legislature partly controlled by Republicans), but he has advocated a carbon pricing program and touts a variety of efforts to reduce emissions in the state.
In other words, any Democratic governor with national ambitions has to be able to tell voters that in their state they made progress on climate. It isn’t enough to say they agree with the party’s basic orientation; they have to show results, just as a Republican governor will have to demonstrate that they limited abortion access and expanded gun rights.
That doesn’t mean progress is guaranteed even when an administration committed to climate action is in office, as recent Supreme Court rulings make clear. But if it was something of a surprise to see the moderate Joe Biden do as much as he did on climate, his Democratic successors will have to take this administration’s record as a baseline, and at least try to do no less. They won’t have a choice.
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The data center boom is everywhere you look in U.S. economic and emissions data.
This is an edition of Heatmap Daily, an evening review of the day’s news written by our executive editor. Sign up for it here.
It isn’t exactly a new thought, but I’ve been struck recently by how many trends in America’s economic and environmental data are fundamentally about the data center boom and the return of electricity demand:
First, the Energy Information Administration reported this week that U.S. emissions grew by more than 2% last year, driven by surging electricity demand and an increase in coal-fired generation. What caused that higher power demand? New factories and data centers — as well as record summertime cooling demand.
Second, many of the new factories driving that higher power demand are themselves producing goods that are … let’s say … data center-adjacent. There are the enormous new semiconductor fabs, of course. But Ford and General Motors have also set up new production lines (or repurposed old ones) to manufacture grid-scale batteries to meet power demand.
Third, take a look at the recent U.S. spending on private non-residential construction — in other words, everything American companies are building that is not houses, condos, or apartments.
The construction industry’s spent almost $60 billion on data centers over the past year, which is more than it spent on all other office buildings combined (and more than it spent building warehouses, too). Just a handful of categories — data centers, power plants, electricity infrastructure, and certain kinds of electronics manufacturing — now make up a third of all U.S. private non-residential construction investment. They’ve never made up such a large share of construction spending since data collection began in 2014.
As The New York Times recently noted, the American economy is unusually dependent on the American stock market right now — and the stock market is unusually dependent on artificial intelligence. This week, investors started to balk at the enormous spending hyperscalers are planning to keep building out the AI boom; Alphabet’s shares dropped 8% this week after it boosted its planned 2026 capital expenditure and signaled 2027 will be even bigger. If the data center boom started to slow down in earnest, then more than just that budget will change.
Speaking of which, my colleague Emily Pontecorvo wrote earlier this week about how many businesses are struggling to even estimate their carbon emissions from artificial intelligence. The carbon accounting startup Watershed recently unveiled a new formula to help companies get a sense of their AI-related emissions.
But even that formula is still limited by the amount of data hyperscalers publish — and they don’t publish that much. Google, for instance, is the only AI company that has (laudably) provided estimates of its emissions on a per-prompt basis. Yet no company has published its per-token emissions, or how emissions sync up with particular models or regions.
So Emily asked Google: Why aren’t you — or any other model provider — disclosing this kind of data yet?
The tech company didn’t get back to us until after we’d published Emily’s story. But its response was interesting enough that I wanted to quote some of it here.
The problem is “industry consensus,” Cooper Elsworth, a Google spokesperson, told us. “There is currently very little consensus on how to comprehensively and fairly measure the serving environmental impact of generative AI (such as text generation),” he wrote. “Without standardized, ‘apples-to-apples’ frameworks, it is difficult to compare different providers accurately.”
That’s partly because energy use — and emissions data — can vary from site to site and depend on “custom-built hardware, software compilers, and advanced inference techniques.” And he claimed Google doesn’t always have the measurement hardware in place to provide such specific estimates: “Providing precise, repeatable data requires highly advanced measurement infrastructure,” he said. “For example, software-based energy monitoring tools often suffer from sampling biases. For our study, we had to step away from top-down averages and directly measure actual energy at the physical power supply unit (PSU) level across our deployed fleet. Not all providers have the telemetry or data sets required to benchmark their operations at this level of granularity.”
Read Emily’s story to understand the other reasons why estimating — or even “guesstimating” — AI-related carbon emissions is so challenging.
A conversation with Emma Uridge of the Kansas Health Institute.
This week’s conversation is with Emma Uridge, analyst with the Kansas Health Institute. Uridge spent copious hours analyzing state and local laws on data center development to best understand how policymakers are responding to the potential environmental public health impacts of large AI infrastructure, including power and water. The report, which came out this week, also goes in depth into those health impacts. I reached out to her to discuss what she sees as must-watch territory for our readers on this emerging policy arena.
Our conversation was lightly edited for clarity.
What is actually being done on policy when it comes to data centers — beyond moratoria of course?
So first I’d like to just talk about the point of moratoria. It’s helpful to talk about how these policies emerge in the first place. One area where moratoria are helpful is when a data center is proposed but the county has no approach for how they’d like to potentially regulate them. That’s temporary, most of the time. It lets local governments conduct research on the various impacts and also negotiate community benefits, ones that can mitigate any potential negative impacts — like Lancaster Pennsylvania, which instituted a community benefit agreement that maximized the potential benefits of development while mitigating what large data centers can do. That agreement looked at capping municipal water use at 20,000 gallons per day and requiring 100% clean energy. It had financial penalties for non-compliance. The company also committed $20 million to their local economic development and clean energy fund. There are ways to negotiate with developers.
We also see amendments to existing zoning. Data center proposals are increasingly popping up in rural areas, many of which are unzoned, so there’s no way a county can negotiate unless there’s a moratorium in place.
Other policy solutions include different performance standards or requiring on-site renewable energy, like what Jefferson County, Missouri, looked at. Also setback requirements, mandatory noise buffers, ending by-right zoning.
Where are local governments getting ideas for regulating data centers?
A lot of the technical information comes from developers. That can in cases be seen as a biased source of information. I wouldn’t say there’s a dedicated group providing assistance to local governments when a project is proposed — which is a similar story to wind industry development, where we have only a handful of consultants who provide technical advice. It can be really helpful to get a multi-disciplinary approach to hearing information. It can be helpful to have the utility commission, public health folks, those in academia, as well as the developer.
As of right now, especially in rural areas, local governments have a hard task of balancing pushback while getting the most accurate, evidence-based, neutral information to make decisions. That balance can be contentious.
What is the federal government doing on data center policy? How is the Trump administration approaching it?
A few things there. In the early days, the drive was for AI expansion and to be competitive with foreign adversaries. Now due to the amount of public pushback in red and blue localities and a more cautious approach.
I’m not seeing a lot of actual policy movement at this time.
I know the EPA is looking at the chemicals used in cooling data centers because when that water is cycled through the system, some of it is discharged into the water system, so they’re looking at the Toxic Substances and Control Act for monitoring that.
How much of an impact does this minimal federal role have on industry behavior?
Y’know, this isn’t specific to data centers. This is true for all kinds of large-scale development: there’s a need to require some sort of federal monitoring and regulation.
That’s where I see an emerging role for public health. At the federal level, there could be policy movement towards requiring some sort of environmental monitoring at data centers to make sure they’re operating responsibility. Looking at specific water use relative to water availability and what happens when there’s a time of severe, persistent drought. With air quality too — we’ve seen areas where the grid isn’t as reliable so their diesel generators are kicking on more and affecting air quality for residents.
We’re just not seeing all of that right now. We need corporate disclosure.
What do you see as the most important public health impacts from data center development?
It varies by localities. The most discussed obviously is water usage. One thing I’d note about my conversations with folks enthusiastic around emerging tech is, there are still questions that need to be asked about the capacity of localities to support a data center. Like a small town in Kansas may only be using 40% of their water for their utility needs. If a data center came online, how much of that water goes to the data center?
One area underexplored within the public health discipline is energy poverty and energy security. The ability of a household to meet the needs of everything energy provides in our lives. It’s known we have an aging electric grid but we’re not talking enough about large-scale blackouts when the grid is not sufficient to support some of these new data centers.
Plus more of the week’s big development fights.
1. Laramie County, Wyoming — Meta is fighting the fine it received in the Cheyenne data center water pollution controversy, and the conflict between the tech giant and the city’s small board of public utilities is continuing to spill out into the public.
2. Niagara County, New York — This county just rejected a solar project’s highway work permits in a show of retaliation against the state’s Office of Renewable Energy Siting.
3. Barron County, Wisconsin — The anti-solar protest is the new campaign stop in deep red Wisconsin.
4. Chesapeake, Virginia — A large battery storage project on the Virginia coastline is on the rocks amidst rampant local opposition.
5. Lewis County, West Virginia — West Virginia is now a key battleground in the fight over transmission, as a line spanning all of West Virginia and Maryland — and cutting through Data Center Alley in Virginia — causes compounding consternation.