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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 administration has yet to publish formal documentation of its decision, leaving several big questions unanswered.
President Trump announced on Thursday that he was repealing the Environmental Protection Agency’s scientific determination that greenhouse gases are dangerous to human health and the natural world.
The signal move would hobble the EPA’s ability to limit heat-trapping pollution from cars, trucks, power plants, and other industrial facilities. It is the most aggressive attack on environmental regulation that the president and his officials have yet attempted.
The move, which was first proposed last summer, has major legal implications. But its importance is also symbolic: It brings the EPA’s official view of climate change much closer to President Trump’s false but long-held claim that anthropogenic global warming — which scientists have long affirmed as a major threat to public health and the environment — is in fact a “con job,” “a hoax,” and a “scam.”
While officials in the first Trump administration frequently sought to undermine climate regulation, arguing that the government’s climate rules were unnecessary or a waste of time and money, they did not formally try to undo the agency’s scientific determination that heat-trapping pollution was dangerous.
The move is only the most recent of a long list of attacks on environmental protections — including the partial rollback of the country’s first climate law, the Inflation Reduction Act, enacted last summer — that Trump and congressional Republicans have overseen since taking office last January.
The repeal has few near-term implications for utilities, clean energy companies, or automakers because the Trump administration has already suspended rules limiting air pollution from vehicles and the power sector. But it could shape the long-term direction of American climate and energy policy.
Several environmental and public health organizations, including the American Lung Association and the Environmental Defense Fund, have vowed to challenge the move in court.
If the Supreme Court eventually rules in favor of the Trump administration, then it would hamstring the ability of any future president — Republican or Democrat — to use the EPA to slow climate change or limit greenhouse gas pollution. The EPA has not yet published the legal documents formalizing the repeal.
Here is what we know — and don’t know — about the repeal for now:
Startups Airloom Energy and Radia looked at the same set of problems and came up with very different solutions.
You’d be forgiven for assuming that wind energy is a technologically stagnant field. After all, the sleek, three-blade turbine has defined the industry for nearly half a century. But even with over 1,000 gigawatts of wind generating capacity installed worldwide, there’s a group of innovators who still see substantial room for improvement.
The problems are myriad. There are places in the world where the conditions are too windy and too volatile for conventional turbines to handle. Wind farms must be sited near existing transportation networks, accessible to the trucks delivering the massive components, leaving vast areas with fantastic wind resources underdeveloped. Today’s turbines have around 1,500 unique parts, and the infrastructure needed to assemble and stand up a turbine’s multi-hundred-foot tower and blades is expensive— giant cranes don’t come cheap.
“We’ve only really ever tried one type of technology,” Neal Rickner, the CEO of the wind power startup Airloom Energy, told me. Now, he’s one of a few entrepreneurs trying a new approach.
Airloom’s system uses much-shorter vertical blades attached to an oval track that resembles a flat rollercoaster — no climbs or drops, just a horizontal loop composed of 58 unique parts. Wind propels the blades around the track, turning a vertical shaft that’s connected to an electricity-producing generator. That differs from conventional turbines, which spin on a vertical plane around a horizontal shaft, like a ferris wheel.
The system is significantly lower to the ground than today’s turbines and has the ability to capture wind from any direction, unlike conventional turbines, allowing for deployment in areas with shifting wind patterns. It promises to be mass manufacturable, cheap, and simple to transport and install, opening up the potential to build systems in a wider variety of geographies — everywhere from airports to remote or even mountainous regions.
Airloom’s CTO, Andrew Streett, brings a background in drone tech that Rickner said helped shape the architecture of Airloom’s blades. “It’s all known tech. And it’s not completely off the shelf, but Andrew’s done it on 17 other platforms,” he told me. Rickner himself spent years at GoogleX working on Makani, a now-defunct wind energy project that attempted to commercialize an airborne wind energy system. The concept involved attaching rotors to autonomous kites, which flew in high-altitude loops to capture wind energy.
That system ultimately proved too complicated, something Airloom’s founder Robert Lumley warned Rickner about a decade ago at an industry conference. As Rickner recalls, he essentially told him, “all of that flying stuff is too complicated. Put all that physics — which is great — put it on the ground, on a rail.” Rickner took the lesson to heart, and when Lumley recruited him to join Airloom’s team a few years ago, he said it felt like an ideal chance to apply all the knowledge he’d accumulated “around what it takes to bring a novel wind technology to a very stodgy market.”
Indeed, the industry has proven difficult to disrupt. While Airloom was founded in 2014, the startup is still in its early stages, though it’s attracted backing from some climate sector heavyweights. Lowercarbon Capital led its $7.5 million seed round in 2024, which also included participation from Breakthrough Energy Ventures. The company also secured $5 million in matching funds from the state of Wyoming, where it’s based, and a $1.25 million contract with the Department of Defense.
Things are moving now. In the coming months, Airloom is preparing to bring its pilot plant online in Wyoming, closely followed by a commercial demo. Rickner told me the plan is to begin construction on a commercial facility by July 4, the deadline for wind to receive federal tax credits.
“If you could just build wind without gigantic or heavy industrial infrastructure — cranes and the like —- you will open up huge parts of the world,” Rickner told me, citing both the Global South and vast stretches of rural America as places where the roads, bridges, cranes, and port infrastructure may be insufficient for transporting and assembling conventional turbines. While modern onshore installations can exceed 600 feet from the tower’s base to the blade’s tip, Airloom’s system is about a fifth that height. Its nimble assembly would also allow turbines to be sited farther from highways, potentially enabling a more “out of sight, out of mind” attitude among residents and passersby who might otherwise resist such developments.
The company expects some of its first installations to be co-located with — you guessed it — data centers, as tech giants are increasingly looking to circumvent lengthy grid interconnection queues by sourcing power directly from onsite renewables, an option Rickner said wasn’t seriously discussed until recently.
Even considering Trump’s cuts to federal incentives for wind, “I’d much rather be doing Airloom today than even a year ago,” Rickner told me. “Now, with behind-the-meter, you’ve got different financing options. You’ve got faster buildout timelines that actually meet a venture company, like Airloom. You can see it’s still a tough road, don’t get me wrong. But a year ago, if you said we’re just going to wait around seven years for the interconnection queue, no venture company is going to survive that.”
It’s certainly not the only company in the sector looking to benefit from the data center boom. But I was still surprised when Rickner pointed out that Airloom’s fundamental value proposition — enabling wind energy in more geographies — is similar to a company that at first glance appears to be in a different category altogether: Radia.
Valued at $1 billion, this startup plans to make a plane as long as a football field to carry blades roughly 30% to 40% longer than today’s largest onshore models. Because larger blades mean more power, Radia’s strategy could make wind energy feasible in low-wind regions or simply boost output where winds are strong. And while the company isn’t looking to become a wind developer itself, “if you look at their pitch, it is the Airloom pitch,” Rickner told me.
Will Athol, Radia’s director of business development, told me that by the time the company was founded in 2016, “it was becoming clear that ground-based infrastructure — bridges, tunnels, roads, that kind of thing — was increasingly limiting where you can deploy the best turbines,” echoing Airloom’s sentiments. So competitors in the wind industry teamed up, requesting logistics input from the aviation industry. Radia responded, and has since raised over $100 million as it works to achieve its first flight by 2030.
Hopefully by that point, the federal war on wind will be a thing of the past. “We see ourselves and wind energy as a longer term play,” Athol told me. Though he acknowledged that these have certainly been “eventful times for the wind industry” in the U.S., there’s also a global market eager for this tech. He sees potential in regions such as India and North Africa, where infrastructure challenges have made it tough to deploy large-scale turbines.
Neither Radia nor Airloom thinks its approach will render today’s turbines obsolete, or that other renewable resources will be completely displaced. “I think if you look at most utilities, they want a mix,” Rickner said. But he’s still pretty confident in Airloom’s potential to seriously alter an industry that’s long been considered mature and constrained to incremental gains.
“When Airloom is 100% successful,” he told me, “we will take a huge chunk of market share.”
On electrolyzers’ decline, Anthropic’s pledge, and Syria’s oil and gas
Current conditions: Warmer air from down south is pushing the cold front in Northeast back up to Canada • Tropical Cyclone Gezani has killed at least 31 in Madagascar • The U.S. Virgin Islands are poised for two days of intense thunderstorms that threaten its grid after a major outage just days ago.
Back in November, Democrats swept to victory in Georgia’s Public Service Commission races, ousting two Republican regulators in what one expert called a sign of a “seismic shift” in the body. Now Alabama is considering legislation that would end all future elections for that state’s utility regulator. A GOP-backed bill introduced in the Alabama House Transportation, Utilities, and Infrastructure Committee would end popular voting for the commissioners and instead authorize the governor, the Alabama House speaker, and the Alabama Senate president pro tempore to appoint members of the panel. The bill, according to AL.com, states that the current regulatory approach “was established over 100 years ago and is not the best model for ensuring that Alabamians are best-served and well-positioned for future challenges,” noting that “there are dozens of regulatory bodies and agencies in Alabama and none of them are elected.”
The Tennessee Valley Authority, meanwhile, announced plans to keep two coal-fired plants operating beyond their planned retirement dates. In a move that seems laser-targeted at the White House, the federally-owned utility’s board of directors — or at least those that are left after President Donald Trump fired most of them last year — voted Wednesday — voted Wednesday to keep the Kingston and Cumberland coal stations open for longer. “TVA is building America’s energy future while keeping the lights on today,” TVA CEO Don Moul said in a statement. “Taking steps to continue operations at Cumberland and Kingston and completing new generation under construction are essential to meet surging demand and power our region’s growing economy.”
Secretary of the Interior Doug Burgum said the Trump administration plans to appeal a series of court rulings that blocked federal efforts to halt construction on offshore wind farms. “Absolutely we are,” the agency chief said Wednesday on Bloomberg TV. “There will be further discussion on this.” The statement comes a week after Burgum suggested on Fox Business News that the Supreme Court would break offshore wind developers’ perfect winning streak and overturn federal judges’ decisions invalidating the Trump administration’s orders to stop work on turbines off the East Coast on hotly-contested national security, environmental, and public health grounds. It’s worth reviewing my colleague Jael Holzman’s explanation of how the administration lost its highest profile case against the Danish wind giant Orsted.
Thyssenkrupp Nucera’s sales of electrolyzers for green hydrogen projects halved in the first quarter of 2026 compared to the same period last year. It’s part of what Hydrogen Insight referred to as a “continued slowdown.” Several major projects to generate the zero-carbon fuel with renewable electricity went under last year in Europe, Australia, and the United States. The Trump administration emphasized the U.S. turn away from green hydrogen by canceling the two regional hubs on the West Coast that were supposed to establish nascent supply chains for producing and using green hydrogen — more on that from Heatmap’s Emily Pontecorvo. Another potential drag on the German manufacturer’s sales: China’s rise as the world’s preeminent manufacturer of electrolyzers.
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The artificial intelligence giant Anthropic said Wednesday it would work with utilities to figure out how much its data centers were driving up electricity prices and pay a rate high enough to avoid passing the costs onto ratepayers. The announcement came as part of a multi-pronged energy strategy to ease public concerns over its data centers at a moment when the server farms’ effect on power prices and local water supplies is driving a political backlash. As part of the plan, Anthropic would cover 100% of the costs of upgrading the grid to bring data centers online, and said it would “work to bring net-new power generation online to match our data centers’ electricity needs.” Where that isn’t possible, the company said it would “work with utilities and external experts to estimate and cover demand-driven price effects from our data centers.” The maker of ChatGPT rival Claude also said it would establish demand response programs to power down its data centers when demand on the grid is high, and deploy other “grid optimization” tools.
“Of course, company-level action isn’t enough. Keeping electricity affordable also requires systemic change,” the company said in a blog post. “We support federal policies — including permitting reform and efforts to speed up transmission development and grid interconnection — that make it faster and cheaper to bring new energy online for everyone.”

Syria’s oil reserves are opening to business, and Western oil giants are in line for exploration contracts. In an interview with the Financial Times, the head of the state-owned Syrian Petroleum Company listed France’s TotalEnergies, Italy’s Eni, and the American Chevron and ConocoPhillips as oil majors poised to receive exploration licenses. “Maybe more than a quarter, or less than a third, has been explored,” said Youssef Qablawi, chief executive of the Syrian Petroleum Company. “There is a lot of land in the country that has not been touched yet. There are trillions of cubic meters of gas.” Chevron and Qatar’s Power International Holding inked a deal just last week to explore an offshore block in the Mediterranean. Work is expected to begin “within two months.”
At the same time, Indonesia is showing the world just how important it’s become for a key metal. Nickel prices surged to $17,900 per ton this week after Indonesia ordered steep cuts to protection at the world’s biggest mine, highlighting the fast-growing Southeast Asian nation’s grip over the global supply of a metal needed for making batteries, chemicals, and stainless steel. The spike followed Jakarta’s order to cut production in the world’s biggest nickel mine, Weda Bay, to 12 million metric tons this year from 42 million metric tons in 2025. The government slashed the nationwide quota by 100 million metric tons to between 260 million and 270 million metric tons this year from 376 million metric tons in 2025. The effect on the global price average showed how dominant Indonesia has become in the nickel trade over the past decade. According to another Financial Times story, the country now accounts for two-thirds of global output.
The small-scale solar industry is singing a Peter Tosh tune: Legalize it. Twenty-four states — funny enough, the same number that now allow the legal purchase of marijuana — are currently considering legislation that would allow people to hook up small solar systems on balconies, porches, and backyards. Stringent permitting rules already drive up the cost of rooftop solar in the U.S. But systems small enough for an apartment to generate some power from a balcony have largely been barred in key markets. Utah became the first state to vote unanimously last year to pass a law allowing residents to plug small solar systems straight into wall sockets, providing enough electricity to power a laptop or small refrigerator, according to The New York Times.