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Russ Vought could jeopardize the next decade of climate science. But who is he?

It is my sincere belief that, as with many aspects of governance, thinking about climate policy bores former President Donald Trump. He is not without his hobbyhorses — wind turbines are ugly bird-killers; it’s freezing in New York, so where the hell is global warming? — but on the whole, I tend to agree with the assessment that he basically believes “nothing” on climate change. Trump simply isn’t all that interested. He prefers to let the others do the thinking for him.
This isn’t a knock on Trump, per se; part of leading a bureaucracy as big and as complicated as the United States government is surrounding yourself with people who can offload some of that thinking for you. But the crucial question then becomes: Who is doing that thinking?
The answer, to a large extent, is Russ Vought.
The name might not immediately ring a bell. Biographical details of the 48-year-old career bureaucrat can be hard to find (“a native of Trumbull, Connecticut,” “the youngest of seven children,” “a die-hard Yankees fan”), giving the impression that Vought came out of nowhere. In a sense, he did: For years, Vought dealt mainly with spreadsheets as he worked first as a budget staffer for Texas Republican Sen. Phil Gramm and Rep. Jeb Hensarling, then later for then-Rep. Mike Pence, and eventually the Heritage Foundation. It was Gramm, though, who gave Vought his outlook on the world: “If you do budget, you do everything.”
After a stint with the Trump transition team, Vought became deputy director of the Office of Management and Budget in 2018, and took over entirely in 2019. At OMB, he famously held up military aid to Ukraine in what became the subject of Trump’s first impeachment. Described as “ideological in the extreme,” “adversarial” with his colleagues, and having an “aggressive personal style” — incongruous, perhaps, with his somewhat nerdy, bespectacled appearance — Vought would reportedly go too far in proposed budget cuts sometimes even for his boss.
After Biden’s win in 2020, Vought launched the Center for American Restoration, a pro-Trump think tank with the mission of renewing “a consensus of America as a nation under God,” and has otherwise kept busy with appearances on conservative-friendly talk shows on One America News Network and Fox News. Steve Bannon has approvingly dubbed him “MAGA’s bulldog,” though he rarely speaks to the mainstream press. (I received a failed delivery message in response to an email to the address listed on the website for the Center for American Restoration; other attempts to contact Vought went unanswered.)
Vought is all but assured to take up a powerful position in a potential incoming Trump cabinet. He “trained up during the first Trump administration, and he is looking to apply those skills that he learned in a second,” said Alex Witt, the senior advisor for oil and gas at Climate Power, a strategic communications group that shared its research on Vought with me.
Vought may not be the most obvious architect for the project of dismantling climate progress, however. In Project 2025, the Heritage Foundation’s roadmap for the next Republican president, Vought authored the chapter on the Office of the President of the United States — hardly the most climate-y section, given that there are also chapters on reforming the Environmental Protection Agency, the Department of Energy, and the Department of the Interior. A flurry of new articles about Vought describe him as a Christian nationalist crusader preoccupied with fending off big government and orchestrating an expansion of presidential powers.
But just as Trump advisor Stephen Miller shaped far-right immigration policies from behind the scenes, Vought would be a hidden hand in a future administration dismantling climate progress. In his chapter in Project 2025, for example, Vought proposes moving the National Defense Strategy from under the purview of the Defense Department to the White House and its National Security Council — normal “expansion of presidential powers” stuff. But Vought goes even further, directing the NSC then to “rigorously review” the staff with an eye for “climate change … and other polarizing policies that weaken our armed force.”
Erin Sikorsky, the director of the Center for Climate and Security, told me that such a proposal indicates “a misunderstanding of how connected climate hazards are to the core duties of what the military is focused on.” It could also put the U.S. armed forces on the back foot in conflicts around the world if it’s followed through. As just one example, if the military isn’t engaging with its Indo-Pacific partners “and helping those countries build resilience to climate change, then China is more than happy to step in and address that,” Sikorsky warned. At home, NSC analyses of the domestic impacts of climate change will likely come to a halt, scuttling future coordination between the military and local governments after disasters and hampering mitigation efforts around the country.
The most significant blow on the climate front, however, would come from Vought’s proposal to reinstate Schedule F, a job classification that aims to convert at least 50,000 career civil servants to “at-will” political employees. (Trump used an executive order to implement Schedule F at the very end of his term; President Biden unimplemented it soon after taking office.) The employment classification ostensibly aims to make it easier to replace “rogue” or “woke” civil servants and would-be whistleblowers, a.k.a. “the deep state,” with party-line faithful. But in the words of Vought himself, Schedule F is also necessary because Biden’s “climate fanaticism will need a whole-of-government unwinding.”
The effects of such a decision, experts told me, could range from very bad to disastrous self-sabotage. Schedule F is “designed to be a tool to purge federal agencies of nonpartisan experts” and replace them with “partisan loyalists who would willingly follow any order without question, regardless of whether it was legal, constitutional, or the right thing to do for the people,” Joe Spielberger, the policy counsel at the Project on Government Oversight, an independent and nonpartisan watchdog group, told me. In practice, that might mean firing longtime civil servants perceived as not loyal enough, or even just “creating and perpetuating a climate of fear and intimidation where people are not able or willing to speak out when they see abuse of power and other corruption happening.”
Such a scenario is concerning for employees at agencies like the National Oceanic and Atmospheric Administration who work on climate modeling. But the expertise of the U.S. civil service is broad and deep; Schedule F could impact everyone from the economists, lawyers, and engineers who work on something like the Corporate Average Fuel Economy standards to the people who sit on the Clean Air Scientific Advisory Committee.
“Civil service positions are not classified as political appointees for a reason, which is so that staff, especially scientists, can do work that spans administrations because it is so fundamental to public health and welfare,” Chitra Kumar, the Union of Concerned Scientists’ managing director for climate and energy, told me in an email. The people made fireable under Schedule F, in other words, are the ones who actually know what is going on, whereas “elected officials come and go, often taking a year or more to understand the latest underlying science.”
Reimplementing and expanding Schedule F, however, is apparently one of Vought’s greatest ambitions. Earlier this year, the National Treasury Employees Union obtained documents via a Freedom of Information Act request that showed Vought’s intent to apply the status to much of OMB’s workforce in 2020. As justification for taking an implicit machete to his staff, Vought writes in Project 2025 that “it is the president’s agenda that should matter to the departments and agencies that operate under his constitutional authority,” but that instead, the U.S. civil service is “all too often … carrying out its own policy plans and preferences — or, worse yet, the policy plans and preferences of a radical, supposedly ‘woke’ faction of the country.”
Ann Carlson, the former acting administrator of the National Highway Traffic Safety Administration and a professor of environmental law at UCLA, strongly refutes Vought’s claim. For one thing, she told me that the great irony of the Schedule F proposal is that it would make it more difficult for the Trump administration to carry out its goals in the long run.
“Part of the problem for a conservative administration is, if you want to roll back policies that are in place, you need people who know how to do that,” Carlson pointed out. She also bristled at the suggestion that civil servants are unable to check their biases at the door: Carlson’s team at NHTSA helped put together the Biden administration’s rules to strengthen fuel economy standards, but it also worked to roll back the Obama administration’s regulations and replaced them with the SAFE standards under Trump. “I don’t actually know, for most of them, which one they preferred,” Carlson said.
Carlson wasn’t the only former political appointee I spoke with who fiercely defended the integrity of her staff. Ron Sanders, a three-year Trump appointee, so vehemently opposed Schedule F when it was briefly implemented in 2020 that he resigned as chairman of the Federal Salary Council. Today, he represents a group of Republican former national security officials who are imploring Congress to find a middle ground between the current status quo and the extreme political loyalty demanded by Schedule F.
When I read Sanders the part of Vought’s Project 2025 chapter that calls for weeding out the “radical, supposedly ‘woke’ faction of the country,” he told me that such thinking is “myopic.” “This is potentially a Republican administration coming in and finding ‘Democrats’ in place,” Sanders said. “You could say the same thing about the Biden administration, but they knew better — they knew that senior career officials appointed in the Trump administration are still politically neutral. It just happened to be a matter of timing.”
It likewise struck me as curious that Vought would push so hard for a policy that would not only hamstring the Trump administration but might also allow future Democratic presidents to carry out purges of perceived conservative government operatives.
The Biden administration has made moves to prevent Schedule F from potentially returning under a different president. Still, Spielberger from the Project on Government Oversight told me that short of a legislative fix by Congress, such actions will only delay reimplementation of the policy by “a matter of months” should Trump be reelected. The damage to climate science from four years of Schedule F, however, could be drastic.
“What we’re going to end up with is an executive branch that’s just uninformed,” Daniel Farber, the director of the Center for Law, Energy, and the Environment at the University of California, Berkeley, stressed to me. Farber’s fear is not just that “a bunch of uninformed ideologues” would be running the show, but also that once government experts are kicked out, it will be difficult to replace them or entice them to return.
“Even after we go back to a Democratic president, you can’t wave a wand and get all those people back,” Farber said. In the first nine months of the Trump administration, for example, the EPA lost more than 700 employees — and that was due to poor morale and high turnover even without the threat of Schedule F.
Schedule F doesn’t just chase out climate-related experts from the government. It also accelerates the revolving door that allows anti-climate zealots actors in. Both the Heritage Foundation and Vought’s think tank, the Center for American Restoration, have taken money from Big Oil groups and executives. Trump has already made his own transactional assurances to the industry if it funds his return to the White House. Schedule F, meanwhile, would open up hundreds if not thousands of positions for unqualified political operatives — essentially creating a “spoils system” where the lines between government and private industry would blur more than they already do.
“Russ Vought is not the problem,” Witt, of Climate Power, told me. “The problem is Donald Trump: Donald and the GOP are bought out by Big Oil, and Vought and other bad actors are a cog in that machine.”
It’s a metaphor that works well for the federal government, too: What happens when you have 50,000 cogs, but the person you’ve deferred to run the machine has fired all the mechanics?
“You take out all that expertise, all the people who understand how the system works?” Carlson, the former NHTSA director, said. “Good luck to you.”
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The state’s market is in such disarray, a Democrat actually stands a shot at winning the office.
In the waning weeks of the midterm election cycle, the question of who will serve as Oklahoma’s next insurance commissioner is unlikely to be a topic of intense speculation at dinner tables around the country — or in Oklahoma, for that matter.
For one thing, it’s about as down-ballot a race as you can get, another bubble to be filled in alongside state treasurer and superintendent of public instruction. For another, it’s difficult to imagine it will be much of a competition: It’s been two decades since a Democrat last won statewide office in Oklahoma.
But if there ever were a race for an upset, this would be it. Oklahoma is one of the most expensive places in the country to purchase home insurance, with an average annual premium in 2024 of over $5,819 for $350,000 in dwelling coverage — well above the national average of $3,303 and behind only Florida and Louisiana, per the most recent numbers from the Consumer Federation of America. That’s even more staggering given the local cost of living: Oklahomans spend more of their median household income, $65,039, than residents in any other state on home insurance — almost 9%.
When it comes to arguing for greater industry regulation, Democrats are typically on more comfortable footing against their conservative counterparts. Craig MacIntyre, the Democrat in the Oklahoma insurance commissioner race, has promised to use the state’s new “file and wait” law to review rate increase requests closely before they’re implemented. But in a strange reversal of roles, Republican candidate Bob Sullivan won a four-way primary and subsequent runoff that centered on the conservatives arguing over who would be the toughest industry regulator.
The topsy-turvy politics don’t stop there. Republicans in the state have also called out the impacts of extreme weather on premiums, albeit without going quite so far as to blame climate change. Sullivan unabashedly models himself after Trump (“Make insurance fair again!” “Drain the insurance swamp!”) but also set himself apart from the competition by challenging the narrative that severe weather — not climate change, per se — is the primary explanation for the state’s high rates — putting him more in line with the Democrat, who almost hasn’t mentioned weather at all.
It’s a notable break. Extreme weather has long been the go-to explanation for Republicans about the state’s high homeowners’ premiums. “We get our fair share of weather in Oklahoma,” the state’s outgoing, term-limited insurance commissioner Glen Mulready told me. “We’re right next to Texas and Kansas and Arkansas, so they get the same weather we do — that’s the quote we hear all the time,” he added, “which is just simply not true.”
Oklahoma Watch, a nonprofit investigative newsroom that reports extensively on the state’s insurance crisis, has suggested that the insurance industry and its allies in the state might be using hail in particular “as a scapegoat to justify high rates,” given that other states with high instances of hail pay far less in premiums.
It’s true, though, that Oklahoma seems to be a particularly bad place for hail, which is responsible for an estimated $1 billion in annual property and crop damages in the United States. In most of the state, even at the tiny geographical scale of an individual roof, you have about a one-in-10 chance each year of seeing two-inch or larger hail, Ian Giammanco, a lead research meteorologist at the Insurance Institute for Business & Home Safety, told me. Verisk, a risk assessment firm, also found that over the last four years, nearly 50% of Oklahoma roofs were hit by severe hail — the highest rate nationwide.
"Hail gets overlooked, but it’s a huge contributor to rising insurance costs," Michael DeLong, a researcher at the Consumer Federation of America, told me.
Hail’s climate signal isn’t obvious to researchers yet. “We haven’t seen any observational fingerprints that hail appreciably changes” in a warming world, Giammanco said. But while the number of days with severe hail across the U.S. hasn’t changed much, “there may be an upswing in severity that’s just starting to be able to be observed,” he noted. Warmer air, for example, may raise the potential for “really big hail, while the lower end may actually decline.”
Hail is one piece of Oklahoma’s nasty extreme weather cornucopia. Increasingly frequent wildfires, extreme heat, and severe storms and tornadoes also threaten homes (not to mention seismic activity from injecting fossil fuel wastewater underground). Between 1980 and 2024, the state averaged about 2.6 weather disasters per year that cost more than $1 billion in damages, adjusted for inflation, but in the last five years of that timeframe — 2020 to 2024 — it averaged six, including droughts, tornado outbreaks, and blizzards. (The Trump administration retired the National Centers for Environmental Information’s U.S. Billion-Dollar Weather and Climate Disasters database last year, so there isn’t more recent data.)
But the affordability problems don’t exist in a vacuum, and are compounded by historic infrastructure and materials choices. New home construction, for example, peaked at an average of over 2,800 square feet in 2015, meaning a bigger target for hail. “We have lots of field observations of 300 hailstones in a square foot area,” Giammanco told me; in a given storm, more than 800,000 might pummel a house. And while slate and tile roofs — popular construction before the post-war suburban boom — withstand hail well, they’re also slow and difficult to install. Asphalt shingling, on the other hand, is cheap, easy, and popular — and “highly vulnerable to hail, especially as it ages,” Giammanco added.
Republicans have traditionally argued that relatively little can be done about Oklahoma’s high homeowners’ insurance rates, given the state’s weather and larger nationwide trends in inflation-driven rebuilding costs and reinsurance. Karen Collins of the American Property Casualty Insurance Association, an industry advocacy group, further warned the Oklahoma House of Representatives in a hearing last year that cracking down on the industry could drive insurers out of the state. “We’ve seen … when government regulates directly or indirectly price controls on markets with escalating losses, it does turn those affordability challenges into an availability crisis,” she said.
When I asked the APCIA for comment, Walter Gonzalez, the assistant vice president of state government relations, told me in an email that “the story in Oklahoma today is not accelerating rate increases. It’s decelerating rate increases.” He pointed me to data showing that average rate increases among the state’s largest insurers fell from 16.4% in 2023 to 5.3% by 2025, and they’re at just 2.9% so far in 2026. Still, what homeowners actually pay is a different story: Oklahoma was among six states nationally to see homeowners’ premiums increase by more than 20% in 2025, an Insurify report found.
Gonzalez also pointed out that insurers paid close to or more in losses and expenses than they made in premiums over the past several years. In a blog post last year, Mulready wrote that Oklahoma’s top 20 insurers paid out $129 in claims for every $100 in premium collected in 2023, improving slightly to $97 in claims for every $100 in premiums collected in 2024. Critics of the industry, however, argue that focusing on underwriting losses elides a major source of profit for insurance companies: their investments.
Birny Birnbaum, the executive director of the Center for Economic Justice, a nonprofit that works on insurance advocacy for low-income and minority consumers, agreed that recent years have been challenging, especially after the reinsurance market retrenched and doubled prices following Florida storms in 2021 and 2022. But those rates have since stabilized and even declined, he said, yet “the insurance companies haven’t been reducing their premiums to reflect that.” Birnbaum has also been highly critical of Mulready’s approach — a hands-off, free-market approach to the insurance industry designed to spark competition and drive down prices. The insurance commissioner never denied a home insurance rate increase requested by an insurance company during his eight-year tenure, Mulready confirmed to me. Indeed, state statute barred him from doing so, he said. “There is no excessive rate in a competitive market,” he told me.
Birnbaum is not convinced. “For some reason, in virtually every state, the regulatory model is: If we allow the insurance companies to do whatever they want, that will bring them back into the market,” he said. He likened that argument to someone claiming that if we removed the Affordable Care Act’s preexisting condition protections, we’d ultimately end up with more people insured. If you heard that, “you’d go, ‘That’s the stupidest thing I ever heard in my life,’” he said, minus an expletive.
A loose regulatory environment might also mean that Oklahoma ends up subsidizing insurance in higher-risk, more tightly regulated ones. When national insurers take big losses in states like California that have stricter rules around rates, they may increase costs in states where it’s easier to do so, Ishita Sen, a professor of finance at Harvard Business School, told The New York Times. (Mulready has vehemently denied this on his podcast.)
Whether Oklahoma’s insurance market is truly competitive is even an open question to some. The insurance industry’s stance, like Mulready’s, is that the Oklahoma market is competitive, and “market-share concentration alone is not a measure of whether consumers have meaningful coverage choices.” And yet Allstate and State Farm alone represent a little over 40% of the market in Oklahoma.
Breaking with Mulready and the APCIA, Sullivan, the Republican candidate for commissioner, told E&E News that he plans to declare the state’s insurance market “non-competitive” if elected. (In an odd quirk of state law, there is no benchmark at which a market becomes competitive or not; it is entirely at the insurance commissioner’s discretion to declare it as such, so long as they hold a public hearing first.) MacIntyre, the Democrat dark horse, has described the market the same way.
Mulready told me that doing so would be a “mistake.” “The only data point that anyone ever presented to me only proved a competitive market,” he said, citing both the Herfindahl-Hirschman index and the four-firm concentration ratio, two popular forms of measurement. An investigation by Oklahoma Watch, however, found that the Oklahoma Insurance Department counted companies, not insurance groups, giving it rosier numbers on the HHI and CR4 scales and distorting the picture of a “potential oligopoly.” Birnbaum, the executive director for the Center of Economic Justice, told me that Oklahoma has “a complete seller’s market” and describing it as competitive is “laughable.”
That said, either choice for the office on the ballot in November would be “lightyears ahead of the current commissioner,” Birnbaum added. “The two candidates who are running both have better ideas and better values and better understanding of how insurance markets operate,” he said.
The winner will have his work cut out for him, though. Birnbaum stressed that the state has done little to assist in residential storm-proofing — one of the most important levers for bringing down costs — and the existing grant program for roof replacements is woefully insufficient. “It would take probably 50 years at this current level of funding to reach all these [homes], and none of these programs actually require insurance companies to have any skin in the game,” he told me, pointing to Wisconsin and Louisiana as examples of states that require insurance companies to offer discounts that incentivize loss prevention. (Mulready told me the first-come, first-serve grant program, which draws on unused funds of the Insurance Department, has helped replace around 700 roofs since it began in 2025).
In addition to reviewing rate increase requests and opening investigations into insurance companies’ claims payment processes, DeLong echoed the need for a much larger grant mitigation program. “Admittedly, that’s going to be expensive,” he conceded. “But it will be a lot more expensive if you don’t do anything.”
Mulready, meanwhile, laughed when I asked him for his advice for his successor. “That could be awhile,” he said. But he directed Sullivan or MacIntyre to “make decisions based on the data.” That’s what he did, he said. And the years, he mused, have gone fast.
Current conditions: Tropical Storm Simon is expected to intensify into a Category 4 storm as it tracks northeast into Mexico and Texas from the eastern Pacific • Further north in the Pacific, Tropical Storm Rachel is barreling toward Southern California and northern Mexico • Hurricane Isaias, the first major storm of the Atlantic hurricane season, is poised to make landfall as a Category 2 sometime between 8 p.m. ET and 1 a.m. and somewhere between Alabama’s Dauphin Island and Destin, Florida.
With swells topping 7 feet, Hurricane Isaias has forced almost two-thirds of U.S. oil output in the Gulf of Mexico offline, as the storm cuts a path through one of the most productive regions of the sea. Of the 371 manned drilling rigs in the Gulf, 121 were evacuated as of Thursday night, representing a third of all platforms, according to data from the Department of the Interior’s Bureau of Safety and Environmental Enforcement. But those rigs represent 1.3 million barrels per day of production, or roughly two-thirds of the Gulf’s crude output. Almost 1.2 million cubic feet per day of gas production, representing over 57% of U.S. production in the Gulf, is also offline.
Meanwhile, an attack on an oil tanker near Qatar, in an area The Wall Street Journal described as deep inside the Persian Gulf, has triggered fears among traders that Iran plans to broaden its strikes on vessels traveling beyond the Strait of Hormuz as the U.S. Navy loosens the Islamic Republic’s grasp over the narrow waterway. The price of Brent crude, the key global benchmark for oil, spiked more than 4%.
Last month, OpenAI provided investors with figures indicating that it expected to rake in $70 billion in annualized revenue as of the end of September. But updated financial documents show a $20 billion shortfall in the ChatGPT maker’s books. The gulf between the two numbers amounted to what the Financial Times called “a massive gap likely to damp optimism about the growth of AI demand” at a moment when investors are diverting billions from factories, healthcare, and housing into data center infrastructure.
Shares in companies whose values are linked to rising demand for electricity, such as the utility Constellation Energy, the nuclear startup Oklo, and the geothermal developer Fervo Energy dipped on Thursday, along with chipmakers Nvidia and Micron.
First off, let me just say, this is quite a stirring way for a national government to begin a press release touting a policy on energy efficiency: “The world is changing rapidly. In response, a confident Canada is choosing to build.” In the name of slashing bills in a country where 7 million households “still heat their homes with oil, propane, diesel, electric baseboards, or outdated furnaces,” Prime Minister Mark Carney launched a nearly $1.5 billion (in U.S. money, not loonies) program Thursday aimed at delivering a million home retrofits. The first part of the program will provide a national heat pump rebate of up to $12,000 for up to 820,000 households. The second part will support the Canada Mortgage and Housing Corporation and the Canada Infrastructure Bank to renovate 280,000 units over the next eight years to make homes more airtight and energy efficient. Combined, the measures are expected to reduce Canada’s emissions by 25 million metric tons, equal to taking 8.5 million cars off the road for a year.
While my colleague Katie Brigham had a really sharp guide to making your home more efficient back in 2024, when federal money was flowing into such projects through tax credits, U.S. support for home retrofits has fizzled since President Donald Trump returned to office. But as the effects of wildfires worsen, the market for DIY fire protection is booming, our colleague Jeva Lange wrote this week.
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Polskie Elektrownie Jądrowe, the state-owned company building Poland’s first nuclear station on its Baltic coast, has begun ordering long-lead items for its planned trio of Westinghouse AP1000s. That typically involves heavy forgings and castings for pressure vessels, World Nuclear News reported, as well as steam turbines and generators, and marks a major milestone for a project that has started gaining new momentum after years of bureaucratic back and forth.
Urenco USA, the American division of the European nuclear fuel giant, announced Thursday that its new enrichment facility in the U.S. is now 75% complete. “We are consistently delivering new capacity to help fuel the U.S. nuclear industry and allied nations, and our teams are doing it ahead of schedule and on budget,” Jody Blackshear, Urenco USA’s managing director, said in a statement. “This experience will support our larger capacity programs in the years ahead as we look to increase our enrichment production by more than 50% to meet the needs of our customers with traditional and advanced reactors.”

El Niño is here, and it’s threatening below-average rainfall across the northern parts of South America and above-average precipitation in areas such as southern Brazil, Paraguay, and Argentina. That, according to a new International Energy Agency analysis, poses a problem for a continent that depends heavily on hydropower for electricity. “While countries across the region have accumulated significant experience in managing hydrological stress due to El Niño and other climate-related risks, preparedness measures are often focused on specific events, rather than embedded within specific and comprehensive risk-management frameworks,” the report stated. “With climate-related disruptions likely to become more frequent and severe, there is increasing value in adopting a systematic approach to assessing and strengthening emergency preparedness for the electricity sector.” Among the steps the IEA recommended: More interregional power connections, more diverse power mixes, and more dispatchable power units.
QuantumScape has long been a frontrunner in the race to commercialize solid-state batteries that are lighter, more efficient, and ultimately cheaper than the lithium-ion packs that dominate the market today. Now, much like other developers who were previously locked into electric vehicles, the San Jose-based startup is getting into the data center business. On Thursday, the company announced the launch of its QS PowerBlock, a battery unit for behind-the-meter power users. The modular system “can deliver four times the power density and five times the runtime” of the data center industry’s current standards for batteries, the company said in a press release. “Solid-state battery technology offers an unmatched combination of energy, power, and safety for many different applications, from electric vehicles to AI data centers and beyond,” Siva Sivaram, QuantumScape’s chief executive, said in a statement.
Many nonprofits representing the environmental and climate movement are split.
This is Heatmap Daily, an evening digest written by our executive editor.
It’s now been just over a week since a gang of four bipartisan senators released the Bipartisan American Affordability and Jobs Act, or BAAJA. The permitting reform proposal would make too many changes to federal law to summarize cleanly here — read our explainer for that — but suffice it to say it creates a messy group of winners and losers. Utilities, data centers, and the Trump administration would lose; electricity ratepayers, clean energy companies, long-distance transmission lines, and natural gas pipeline builders win. (As would geothermal startups, virtual power plant providers, and a few other climate tech subsectors that my colleague Katie Brigham recently detailed.)
In the ensuing week since its release, we’ve gotten a better sense of the battle lines over the bill. The hardhat unions largely support the proposal (although the International Brotherhood of Electrical Workers, which is often aligned with utility executives, has stayed notably silent on it.) Clean energy trade groups, such as the American Clean Power Association, back it, too, as do fossil fuel lobbying groups, such as the American Petroleum Institute.
Groups representing the environmental and climate movement are more split, and some of the most influential nonprofits have yet to render a verdict. Earlier today, the Sierra Club published its first take on the proposal, which it described as a “hard look” at the bill. The Natural Resources Defense Council asked its own “hard questions” last Friday. Neither document rejects the proposal outright, although both are critical, and both suggest that future statements are coming.
To some degree, the statements say what you might expect: The groups like all the parts of the compromise that Democrats fought for (such as those that will encourage transmission) and dislike what Republicans wanted (such as those that will ease some pipeline permitting). That is what a compromise means — and for congressional procedure reasons too tedious to explain here, permitting reform will likely always need to be passed as a bipartisan compromise, because it will always need to overcome a 60-vote Senate filibuster.
The Sierra Club’s assessment divides the bill into “green flags,” which will make “long-overdue changes to protect consumers and level the playing field for proposed transmission,” such as by making it easier to plan long-distance power lines, protect ratepayers from utility and data center freeloading, and clarify who in the government can approve power lines. It also names four “red flags,” including the “hollowing out” of court authority over some permits, the removal of a Clean Water Act provision that lets governors block pipelines and power lines, and the option to delegate partial Endangered Species Act enforcement to state governments.
This is a helpful scheme, and I hope the Sierra Club continues using it. But I think it would be a mistake to analyze the bill solely through this metric, because it implicitly assumes we are starting from a neutral baseline — or that every additional “unit” of policy support, so to speak, helps an insurgent industry as much as it might aid an incumbent industry. To be clear: Although I’ve endorsed the idea of permitting reform in the past, I’ve been careful not to endorse or reject this particular permitting bill yet; I hope to write a more comprehensive take on this legislation — and whether I think it’s a good idea — before senators ultimately vote on it.
So for now, let me say that I think everyone should keep in mind that the baseline around U.S. energy permitting is, in fact, not neutral today. By this, I do not merely mean that natural gas pipelines already have a one-stop shop for federal permits, but transmission developers have to go hat in hand to every state government; nor that fracking is already carved out from some federal environmental review laws, but enhanced geothermal technology isn’t.
The mismatch goes deeper than that. Many of the discussions of the bill that I’ve seen seem to fear that the United States might witness some enormous and unprecedented fossil fuel buildout were the bill to pass. But make no mistake: We are already witnessing such a buildout. The United States is slated to add more than 60 gigawatts of new natural gas generation capacity by 2030 under its existing laws.
The existing system of laws, regulations, and procedures is failing to avert an enormous fossil fuel buildout. The existing system has proven itself completely inadequate to manage an era of electricity demand growth and the data center boom without surging fossil demand and sky-rocketing electricity prices. The existing system of laws is pushing hyperscalers and developers to burn natural gas on site, often through rudimentary jet engines.
And the existing system of laws has shown that fossil fuel consumers will go to great lengths to move and obtain fossil fuels, even when dedicated transport options like pipelines are not available. I’ve heard fears that the permitting bill will make it easier to build natural gas pipelines. But pipelines, to a dedicated artificial intelligence customer, are no constraint: Oracle is now delivering natural gas to some of its data centers by truck when pipeline capacity isn’t available.
There may be reasons for green groups to reject this deal. (And there may be reasons for Democratic lawmakers to support it anyway, even if environmental groups oppose it.) But the perfection of our current environmental and energy legal regime is not one of them. Even if your sole goal were to reduce the carbon emissions produced by the American energy system — even if you set aside the problems with cost, conventional pollution, or monopoly control — the current system sucks.