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There’s a decent chance that whoever the Republican Party nominates for president in 2024 will eventually win the White House.
That means they will have a huge sway over how — and whether — the United States pursues its energy and climate goals during this decisive decade for decarbonization. So while some — but not all — Republican officials reject the reality of climate change, key differences exist in the way each GOP presidential candidate talks about the issue.
Ahead of the first Republican primary debate, here is a guide to each of the major candidates and where they stand on climate change and energy questions. We plan on updating it through the campaign.
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Who is he? The 45th — and maybe the 47th — president of the United States. A four-time criminal defendant.
What he says about climate change: That it’s a “hoax,” “a total hoax,” “an expensive hoax,” and “a total, and very expensive, hoax.” Then in 2018 he told “Sixty Minutes” that “it’s not a hoax.” But recently he’s been saying it’s a hoax again.
What he did about climate change: Oh, what didn’t he try to do? He rolled back more than 100 climate or environmental regulations, pulled America out of the Paris Agreement, and expanded oil drilling in Alaska. He declined to regulate toxic particulate air pollution and tried to subsidize the coal industry. That said, his rollbacks were rarely as effective as he hoped because the court system often blocked them for lack of paperwork.
What he wants to do next: More of the same. He has promised to end any support for electric vehicles, pull America out of the Paris Agreement again, and build more oil refineries and gas pipelines. “Nobody has more liquid gold under their feet than the United States of America. And we will use it and profit by it and live with it,” he said.
Who is he? The 46th governor of Florida.
What’s his deal? DeSantis hates the effects of climate change, but doesn’t want to touch the causes.
What he says about climate change: DeSantis would prefer not to use that phrase — it’s too left-wing. “This idea of, quote, ‘climate change’ has become politicized. My environmental policy is just to try to do things that benefit Floridians,” he said in 2019. A year earlier, he offered: “I am not a global warming person. I don’t want that label on me.”
But he sometimes brags about his green record, even if he never says climate or carbon. “In Florida, we’ve seen emissions go down dramatically in the last 10 years,” he told Trey Gowdy, the Fox News host, this spring. “But that’s through market and innovation, that’s not through mandates.”
What he’s done about climate change: Despite his personal reticence to use the c-word, he lifted an alleged state-level ban on saying climate change, appointed Florida’s first state resilience officer, and has signed millions of dollars into law to fight flooding and sea-level rise. He also ordered the state environmental agency to base its decisions on the best-available science.
Yet lately he’s declined hundreds of millions in federal energy-efficiency funding and vetoed a bipartisan bill that would have saved Florida $277 million by replacing some state-owned cars with electric vehicles.
What he wants to do as president: DeSantis has promised to “reverse the federal government's attempt to force people to buy electric vehicles.” He has also pledged to “unleash our domestic energy sector” and “modernize and protect our grid,” although he hasn’t said how he would do either.
You probably didn’t know: DeSantis implemented a fracking ban soon after becoming governor, but hasn’t gotten the legislature to enact it.
Who is he? The 48th vice president of the United States and a likely star witness at one of Donald Trump’s criminal trials.
What he says about climate change: Back when he was running for the House in 2000, he said climate change was “a myth.” More recently, he’s recognized that human activities have “some” impact on the climate, but rejected the idea that climate change is a threat to national security.
What he’s done about climate change: As vice president, he helped Trump repeal dozens of climate protections. He praised the president’s decision to leave the Paris Agreement, saying it was “so refreshing to have a presidents who stands without apology ... for America first.”
What he wants to do: Pence has proposed perhaps the most detailed energy policy of any GOP candidate. Although he has promised increasing production of “all forms of U.S. energy,” much of his policy would boost fossil fuels: He wants to open up oil-and-gas drilling on federal land, loosen permitting rules to speed pipeline construction, increase oil refining capacity, and repeal much of the Inflation Reduction Act.
Who is she? The former governor of South Carolina, Nikki Haley was President Donald Trump’s ambassador to the United Nations from 2017 to 2018.
What she says about climate change: That it’s real, man-made, and that it could present threats to the United States.
What she’s done about climate change: As Trump’s UN ambassador, she helped orchestrate America’s withdrawal from the Paris Agreement, the nonbinding global climate treaty. Back when she was South Carolina’s governor, she allegedly suppressed a state-level climate report.
What she wants to do as president: Haley has been vague, although she has said most liberal climate policies would “cost trillions and destroy our economy.” She’s backed efforts to capture carbon dioxide from industrial facilities. She also wants to plant more trees.
Who is he? A former insurance salesman, Tim Scott has served as a senator from South Carolina since 2013. He is the first African-American senator to be elected from the South since Reconstruction.
What he says about climate change: He has recognized that human activities are having some influence on the climate. “I am not living under a rock,” he said.
What he’s done about climate change: Scott’s decade-long Senate record is notably unfriendly to the climate. He voted against the Kigali Amendment, a global climate treaty that phased out the use of hydrofluorocarbon pollutants, even though 19 of his GOP colleagues supported it. He also opposed the bipartisan infrastructure bill, which funded EV chargers, public transit, and carbon removal experiments. And he has opposed messaging bills that recognized that human activity is driving climate change, even when his colleague, Sen. Lindsey Graham, supported them.
What he wants to do about climate change: He’s been vague. A prominent Republican donor told Axios that he supports building out the next-generation nuclear-power industry. Scott has said it’s “ridiculous to talk about a climate emergency when we have a border emergency that is an existential threat right now.”
Who is he? Christie was the governor of New Jersey from 2010 to 2018.
What he says about climate change: That it’s real. “There’s undeniable data that CO2 levels and other greenhouse gases in our atmosphere are increasing … When you have over 90 percent of the world’s scientists who have studied this stating that climate change is occurring and that humans play a contributing role, it’s time to defer to the experts,” he said more than a decade ago.
What he’s done about climate change: As governor, he pulled New Jersey out of the Regional Greenhouse Gas Initiative, a cap-and-trade market for carbon emissions from the power sector. But he also fought to cut emissions from a Pennsylvania coal plant.
What he wants to do about climate change: Like many candidates, he supports an “all-of-the-above” energy plan, although he has been kinder to climate goals than other Republicans and shown a particular interest in nuclear power. “We can’t disarm ourselves economically while we convert to cleaner energy,” he told a New Hampshire crowd in August. He supports increasing domestic oil production to help Ukraine.
Who is he? The son of Indian immigrants, Ramaswamy is the former chief executive of Roivant Sciences, a biotech company. The 38-year-old billionaire rose to prominence in conservative circles by opposing ESG investing — that is, environment, sustainability, and governance.
What he says about climate change: A lot. He told The Washington Post that he is “not a climate denier” but that global warming will not be “entirely bad.” He has also claimed that fossil fuels are “essential to human flourishing,” seeming to reject the modern scientific consensus that carbon pollution is causing climate change.
What he’s done about climate change: Ramaswamy has never held elective office. But as an anti-ESG activist, he wrote letters to Chevron telling it to stop supporting a carbon tax or monitoring some of its emissions.
What he wants to do about climate change: He appears to support almost no restrictions on carbon pollution. He wants to “drill, frack, and burn coal.” He also wants to “abandon the climate cult and unshackle nuclear energy,” even though it generates zero-carbon electricity.
Who is he? Hutchinson, a lawyer, was the governor of Arkansas from 2015 to 2023.
What he says about climate change: He told The New York Times that climate change is real and that human activities are “a contributing factor” to it. He doesn’t see it as an existential threat to the United States.
What he’s done about climate change: When campaigning for governor, Hutchinson promised to fight President Barack Obama’s Clean Power Plan, which would have cut carbon pollution from power plants. He praised some of President Trump’s environmental rollbacks.
What he wants to do about climate change: Hutchinson supports “energy independence” and opposes any effort to restrict carbon emissions. He told the Times that he would pull America out of the Paris Agreement and loosen rules on pipelines and drilling.
Who is he? Burgum is a former software executive and the 33rd governor of North Dakota.
What he says about climate change: Burgum told the Sioux City Journal that climate change is real, but that he doesn’t want to talk about the role that humans are playing in causing it. “The debate we're having between the different edges is one where cancel culture is alive and well because if anybody questions any aspect of this, they're immediately ostracized,” he said.
What he’s done about climate change: North Dakota is one of the country’s leading fossil-fuel producers, but Burgum has pledged to achieve “carbon neutrality” by 2030 without losing that commanding position. He wants to use carbon-capture technology, which his government has helped subsidize, to meet that goal within the state.
He also created North Dakota’s first Department of Environmental Quality.
What he wants to do about climate change: He’s been vague. “Anyone who cares about the climate should want as much energy produced in America as possible and sold around the globe,” his spokesman told The Washington Post.
Read more about the politics of climate change:
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SoftBank’s error and Nvidia’s scandal suggest data centers may have already peaked as an economic and energy trend.
This is Heatmap Daily, a weekday digest written by our executive editor. Subscribe here.
Covering energy and climate change sometimes means seeing certain stories in a different light than others. And a particularly vivid hue illuminated The Wall Street Journal’s report today that the Japanese conglomerate SoftBank Group is taking a $3.7 billion loss on several gigawatts’ worth of natural gas turbines.
For the Journal, the big news is that SoftBank and its billionaire founder, Masayoshi Son, are failing to capitalize on the artificial intelligence boom. But at Heatmap, we’re thinking about the turbines.
The data center boom and the return of electricity load growth has depleted the world’s supply of natural gas turbines. SoftBank had purchased reservations for about 13 gigawatts of turbines, according to the Journal. That’s a staggering amount of electricity — it could meet New York City’s maximum power draw on the hottest part of a summer’s day. The conglomerate now seems set to dump reservations for about four gigawatts’ worth. Keeping a reservation, it turns out, really is harder than making it.
Most of those rotors were reportedly from GE Vernova, one of the world’s largest producers of gas turbines. GE Vernova’s order list for gas turbines has been filled for nearly two years and the waiting list now stretches into 2031. That has led data center developers, hungry to get power as soon as possible, to reach for ever dirtier forms of electricity generation, including diesel generators and even old jet engines.
On that front, SoftBank’s failure to sell the turbines to a higher bidder suggests (albeit weakly) that demand for energy-producing assets might not be as strong as the AI boom’s backers once thought. SoftBank was already set to send about 9 gigawatts of turbines to the enormous Trump-backed OpenAI data center in Pike County, Ohio. The roughly remaining four gigawatts will be released back their manufacturers. (One thing this news can’t quite tell us, alas, is what type of turbine set-up will be used in the Pike County facility, which will be the world’s largest gas-fired power plant if it is build to completion. Recent public filings have suggested the facility isn’t planning on using any turbines in the more efficient combined-cycle configuration, which would mean the plant’s carbon intensity will be worse than most other new natural gas plants. But we’d love to hear any tips on this front.)
To zoom out for a second, I’m struck by how the AI bubble has been replaced by an AI muddle. As I wrote this, news emerged that Nvidia is preparing to fire its CEO, Jensen Huang, for his affair with a Chinese woman who is alleged to be a spy. (He had at least one more affair with another Nvidia executive, according to The New York Times.) Under Huang’s leadership, Nvidia has invested in a sprawling and sometimes circular network of energy-related companies, including Emerald AI, a startup that helps data centers flex their electricity consumption, and Redwood Materials, a battery recycler and producer led by the former Tesla executive J.B. Straubel. Huang has used Nvidia’s enormous balance sheet to buy down the risk of other AI and AI-related companies, propelling the overall AI trade to become the biggest story in American markets.
Now that balance sheet is in peril: Nvidia’s stock is already down 11% over the past five days, and it has fallen another 8% in after-hours trading since news broke of Huang’s ouster. If the chip designer’s financial network began to fray — or even if the next CEO had a lower risk appetite than Huang — then its demise could impact a much larger set of firms.
Even before the Huang scandal broke, companies at the center of the AI trade were showing signs of weakness. Alphabet, Meta, and Microsoft are all down on the month. Nvidia was already lagging by about 10% on the month before its hebdomas horribilis began, too. The memory and chip makers Micron and Applied Materials are both down more than 25% in about the same period, and GE Vernova and Oklo have fallen nearly 20%. Although the data center company Coreweave rebounded on an earnings beat today, it’s still down 24% on the month and nearly 50% since May.
The market rout isn’t total — Anthropic seems likely to enjoy one of the largest IPOs ever in the next week (although perhaps not with quite as large a valuation as its investors once imagined). And the underlying technology of AI seems to be getting worryingly better all the time. But even though the politics of data centers and AI seem set to dominate the new Washington, I’m wondering if data centers as a mainstream economic trend might have already peaked. Americans voted for a more subdued AI boom in the midterms. Now it seems like they might get it ahead of schedule.
Lunar Energy’s latest AI-powered system aims to integrate EVs into the automated demand response mix.
In theory, it’s straightforward to assemble the smart energy home: Solar panels, home backup batteries, and electric vehicles, plus smart thermostats, heat pumps, and water heaters — all the individual pieces can be had for the homeowner who can afford the up-front cost. The challenge is getting all those pieces to talk to one another.
Bay Area-based Lunar Energy is one of the tech firms that’s been trying to crack this problem. Today, it announced an upgraded version of its artificial intelligence-powered home energy control system, which not only integrates all those separate systems but also responds tactically to energy markets. CEO Kunal Girotra told me Lunar AI saves its users money by monitoring their home 24/7 and making decisions to charge, not to charge, or discharge so that they save the most money.
“Utilities are all moving to almost-real-time changes of rates,” he said. “You need software to handle that for you. I think that the race is on for who has the best AI machine learning algorithms to save the most amount of money. And so far, we seem to have a head start.”
Lunar’s first-generation system focused on generation, storage, and control. In other words, it connected elements like a home’s rooftop solar panels with the backup battery the residents might keep in the garage, using the AI to decide when to meet the home’s real-time energy needs with solar versus grid energy versus stored power. What it didn’t have was the ability to work with electric vehicles to manage charging and use the car’s battery as a bonus source of energy.
To fix this, Lunar has built its own bidirectional EV charger — one that can charge up the battery or discharge the car’s battery for a secondary use, like backing up the home’s power supply. Girotra, formerly the head of Tesla Energy, told me the problem with that functionality to this point has been the connection point between the car and the home electrical system. Carmakers and other companies in the space didn’t have the deep experience with electrical certifications to make the process seamless, he tells me. That led to setups like the original Ford Charge Station Pro, which required several different wall-mounted electrical boxes to connect the F-150 Lightning EV to the home.
Lunar’s charger is built to connect to its customers’ existing home Lunar energy system, which includes a microgrid interconnect device they call Lunar Bridge that islands the home in case of a power outage on the grid. In that way, the power stored in the EV battery is ready to back up the home in case of a blackout without any additional work — or to be optimized as part of a fully smart home that’s making money as part of a virtual power plant.
The company’s setup allows for another fun feature: “slow” charging that’s not slow at all, but actually two or three times as fast as the Level 2 charging most EV owners use to recharge their batteries overnight. Electric cars in the U.S. can typically take on only about 11 kilowatts of AC power from one’s home because of the limitations of their on-board hardware. Because Lunar’s system is fully DC, however, Girotra said the company decided to build a DC home charger, one that — like a Tesla Supercharger or other DC fast chargers out in the world — isn’t limited by that power cap. Lunar said it could use a combination of power from the grid, home solar, or home batteries to charge an EV at up to 25 kilowatts. That’s enough to recharge an EV in three to four hours rather than six to eight.
“If the standards get high, and if everybody sees cars can get charged in three hours, then all of a sudden people are like, ‘Wow, this is how I want it,’” he said. “Especially for 25% of the users who are like me, who always are running low on charge and they don’t mind a boost every now and then.”
Some of the other improvements in the second-gen system are more incremental. An inverter that’s 40% more powerful helps Lunar get its system up to enterprise scale. That’s crucial, as the world moves toward a place where more homes and businesses employ battery backup systems. Lunar’s new batteries come in modular 5 kilowatt-hour blocks ranging from 10 kilowatt-hours to 30 kilowatt-hours in a single unit and scale up to 300 kilowatt-hours for home or small commercial use; there’s also new pad-mounted configurations with capacity up to 1 megawatt-hour.
Batteries, though, are the simple part. Everyone from EV makers like Rivian to utilities like Octopus Energy is racing to make a person’s or a business’s batteries and solar panels and electric cars work for them, using the power of AI to account for moment-to-moment changes in energy prices and supply. Lunar’s new tech makes the case that the most important element is a single brain to integrate every last smart, electrified thing in your house.
The fundraise comes on the heels of a $50 million grant from the Department of Energy.
Almost all lithium-ion batteries on the market rely on graphite for their anodes, more than 90% of which is processed in China. That concentration has created a chokepoint in the Pentagon’s supply chain as the military increasingly turns to batteries to help its transportation network operate more quietly and reduce reliance on complex refueling logistics.
So when Congress passed the latest National Defense Authorization Act at the end of 2025, barring Chinese-linked battery materials from military use starting in 2028, Coreshell saw an opening. While the California-based silicon-anode battery startup had previously focused on automakers as its beachhead customers, it’s now shipping its first battery cells to the military for use on Navy ships and Army ground vehicles. On Wednesday, Coreshell announced a $30 million Series B to scale up manufacturing operations to meet the needs of this growing customer base.
“We’re entering a new stage where we’re no longer, I would say, demand limited,” Coreshell’s CEO Jonathan Tan told me. “This year we’ve had to put on second and third shifts, work nights and weekends, just to get the product out the door.”
Coreshell sets itself apart by going a step further than the NDAA requires. The law doesn’t make suppliers trace battery materials all the way back to the mine, which would be exceedingly difficult given China’s dominance across the battery supply chain. But Coreshell has nevertheless eliminated Chinese sourcing from its anodes by replacing graphite with silicon mined and refined in the U.S. by Ferroglobe, one of its Series A investors.
Ferroglobe and global investment firm Access Industries led the latest round, with defense contractor ADS also joining as a new strategic investor. The financing comes on the heels of a $50 million Department of Energy grant that Coreshell secured in August as part of a program to strengthen the domestic battery supply chain. That funding will support the company’s first commercial-scale facility, a 2-gigawatt-hour factory.
That’s about 20 times the size of the 100-ish-megawatt-hour plant the startup had originally envisioned, as the DOE grant has allowed Coreshell to “expand much further than we were originally expecting,” according to Tan. The company is now evaluating several potential U.S. sites and expects to announce its selection early next year. For now, it relies on unnamed contract manufactures, along with its small pilot line in San Leandro, to produce its cells. But once the gigafactory gets up and running, the startup plans to bring electrode production in house by 2028, followed by full cell assembly in 2029.
Building this plant will ultimately require significant additional capital. But Tan believes this latest vote of confidence from the federal government will help Coreshell to diversify its capital stack as it continues to fundraise. “That’s one of the great things about having such a notable DOE award is that it also allows us to attract multiple forms of capital,” he told me.
Silicon has long been recognized as a promising alternative material for battery anodes, as it can store far more energy than graphite. The catch is that it tends to swell during charging, causing it to break down quickly and ultimately leading to a much shorter cycle life. Coreshell says it’s extended its anode’s lifespan by giving it a proprietary coating, which Tan told me back in April essentially means “painting the inside of your battery” with an ultra-thin protective layer.
Other companies, such as Sila Nanotechnologies and Group14 Technologies, are also working to commercialize silicon anodes. But Coreshell says many of its competitors rely on more highly engineered, expensive forms of silicon, such as silane gas. By contrast, Coreshell uses metallurgical silicon, a cheap, raw commodity already widely used in aluminum alloys. That, Tan argues, gives the company a cost advantage not only over its competitors, but potentially Chinese graphite too.
Coreshell hasn’t yet demonstrated that its cells can meet the performance demands of the automotive industry, however. When the company raised its Series A in early 2025, it said it expected its automotive cells to exceed 1,000 charge cycles while retaining 80% of their original capacity. But Tan told me many defense applications don’t require such demanding performance targets, as Navy ships and ground vehicles are “not intending to have as many miles or missions or use cases on that same battery” as a consumer EV would.
That doesn’t mean the company is abandoning its automotive ambitions. As Tan pointed out, electric vehicles remain by far the largest source of global and domestic battery demand. “It’s natural for us to obviously utilize the security supply chain first,” he told me. “That allowed us to really get to commercialization, revenue, and production faster, because automotive qualification is this longer journey. But ultimately, we want to do both of those and more.”