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These are the top contenders for the most climate-influential jobs.

If Donald Trump moves back to Washington, D.C., in January 2025, he won’t arrive alone. Though Trump’s first term was marked by a messy transition and bouts of political incompetence, Republican operatives have spent the past four years putting together a plan to hit the ground running if or when he returns — as well as a list of friendly names for plum positions in the would-be Trump administration. Many additional Republicans have quietly (and, often, not so quietly) spent the past few years auditioning for these top roles, typically by signaling their willingness to continue dismantling the regulatory and administrative states.
While nearly all positions in a Trump cabinet have at least some ability to limit or eliminate climate progress, here are some names circulating for the most influential departments.
The past is prologue when it comes to a future Trump administration, making Dan Brouillette an easy guess to head of the Department of Energy: His reappointment would mark a return to the post he left during the presidential transition in 2021.
But Secretary of Energy is nothing if not a competitive position, and Brouillette isn’t treating it like he’s a shoo-in, either. Since 2023, he’s served as the president and CEO of the Edison Electric Institute, a trade association for electric utilities that has taken a more tepid stance on climate policies during his tenure. He’s also spent plenty of time going on TV and speaking to the press against Biden’s (since overturned) pause in approving new export facilities for liquified natural gas — an industry he has history with but that falls well outside his purview EEI. The effect is more a performance for Trump than it is any sort of service for his organization’s members. Brouillette has also repeatedly insisted that the Trump administration won’t gut the Inflation Reduction Act, an oddly blasé attitude about legislation that has significantly benefited the utilities EEI represents.
Bernard McNamee, the author of the Department of Energy section of Project 2025, is another top choice for the DOE. One of the “most overtly political” people to ever be appointed to the Federal Energy Regulatory Commission, in the words of E&E News, McNamee has said that fossil fuels are “key to our prosperity” and that the renewable push amounts to “tyranny.” His chapter of Project 2025 calls for — among other things — closing the renewable energy offices at the DOE, eliminating energy efficiency standards for appliances, and refocusing the three National Labs run by DOE on “national security issues.”
If Trump doesn’t pick Doug Burgum for vice president, there is a strong chance there could be a home for him at the DOE instead. Many see the governor of North Dakota as a frontrunner for Energy Secretary, suspicions Burgum has reinforced by cozying up to Trump as a political surrogate, even warming up crowds at the candidate’s political rallies. While Burgum “at times [could] seem environmentally conscious” during his gubernatorial tenure, he’s recently shifted to more familiar Republican talking points on the oil and gas industry and reportedly helped connect Trump to would-be donors in the fossil fuel sectors, according to reporting by The New York Times. He has also informally advised the Trump campaign on energy policy.
There might also be a high-ranking position in the DOE for Texas oil and fracking magnate Harold Hamm, who was reportedly a finalist for the position back in 2016. Hamm, a conservative megadonor, briefly broke with Trump during the Republican primary but has since returned to fundraise for his campaign. Trump prizes loyalty, however, which is why Secretary Hamm might be more of a longshot; Hamm may return to being an informal advisor for the administration instead.
South Dakota Governor Kristi Noem seems pretty solidly off the VP shortlist after making national headlines for admitting in her memoir that she killed a puppy, but she may yet fill a role in the administration that is less in the public spotlight. Interior wouldn’t be so far-fetched: Noem played an active part in slashing environmental protections in her state — something that ought to endear her to Trump — and she worked closely with Trump’s Secretary of the Interior to explore returning controversial firework shows to Mount Rushmore. In South Dakota, Noem also rolled the Department of Environment and Natural Resources into the Department of Agriculture and has been actively hostile to the build-out of renewable energy, going so far as to refuse to apply for IRA grant money — an action that signals her uncompromising commitment to the party’s political message to anyone watching.
If not Noem, it’s possible David Bernhardt could return to the position he held under the first Trump administration. He’s used his time out of national politics to promote better swamp management (that’s the metaphorical swamp, not literal swamps, such as the critical beachfront-adjacent wetlands he limited protections for while in office) and to push Trump’s plan to reinstate Schedule F — which will make it easier to fire employees that aren’t deemed loyal enough to the administration — declaring that his own agency had been “overwhelmingly liberal” during his tenure. Bernhardt has adopted skepticism of career civil servants as something of a pet cause, publishing a 2023 book called You Report to Me: Accountability for the Failing Administrative State and filing an amicus brief to the Supreme Court earlier this year that argued, “One would be naïve not to understand how policy drives the ‘science’ at an agency.”
Those familiar with Bernhardt’s thinking, though, see the former secretary as angling for a more ambitious post in a future Trump administration, such as director of the Office of Management and Budget. An OMB appointment would potentially put Bernhardt on a collision course with Russ Vought, another Schedule F proponent, which means that if the former Interior secretary’s apparent angling for a new office doesn’t pan out, he may end up back in a more familiar role.
Trump’s former ambassador to Portugal, George Glass, has also been floated in the Interior conversation. An Oregon businessman, Glass fits the bill as a Westerner — since 1949, just one Interior secretary has not been a resident or native of a state west of the Mississippi. He also sees eye-to-eye with Trump as a China hawk, and while he doesn’t have much of a climate record, he has been a steady donor whose loyalty could be rewarded again with a plum administrative position.
While the Department of Agriculture doesn’t have the same levers to pull as Interior or Energy, the USDA nevertheless oversees one of the most significant sources of planet-warming emissions in the United States. While the Biden administration’s USDA has explicitly pursued an “equitable and climate-smart food and agriculture economy,” the Heritage Foundation instead wants the agency to “play a limited role” that doesn’t “hinder food production or otherwise undermine efforts to meet consumer demand.”
J. D. Vance has emerged as one candidate to get that job done. The Hillbilly Elegy author-turned-Ohio-senator previously invested in an agriculture startup and has taken a particular interest in the farm bill, while at the same time boasts a 0% lifetime score from the League of Conservation Voters. Vance’s name has also been in the hat for VP, and he’s certainly done his best to remain in Trump’s good graces, which could land him a secretary post if he doesn’t ultimately make the cut as a running mate.
There might be a better case, though, that this department ends up in the hands of Sid Miller. Currently serving as the Texas Agriculture Commissioner, Miller was reportedly on the shortlist for the position back in 2016. He has blamed weather-related power outages in his state on renewable intermittency, at one time writing, “to heck with green energy or climate change.” Miller is something of a firebrand, however, alienating even some within his own party, and he could struggle to garner the bipartisan support that will likely be necessary to win confirmation.
Though Trump initially avoided answering a question about the climate during the first presidential debate, he had talking points ready thanks to Andrew Wheeler, his former head of the Environmental Protection Agency. Trump seemingly referred to Wheeler as one of “my top environmental people,” suggesting that in addition to being an informal adviser to the campaign, Wheeler and his work at the EPA remain in high regard with Trump himself. While in the previous administration, Wheeler notably helped to roll back over 100 clean air, water, and environmental regulations.
Wheeler himself has been cagey about whether he’s auditioning for another Trump position, though — this spring, he joined the Holland & Hart law firm as a partner focused on federal affairs. If Wheeler decides to stay in the private sector, Trump might turn instead to Mandy Gunasekara, one of the primary architects of the U.S. withdrawal from the Paris Agreement on climate change and the author of the especially concerning Project 2025 chapter on the EPA.
Gunasekara has bolstered the case for herself by describing how she would curtail the EPA’s powers, eliminate its enforcement office, and “update the 2009 endangerment finding” that greenhouse gases are a threat to public health and the environment — science that has been used as the backbone for the EPA’s climate change regulations for years. Gunasekara has also said that while she believes in human-caused climate change, planetary warming is “overstated” and erroneously claimed that scientific data shows “a mild and manageable climate change in the future.” That rhetoric puts her right in sync with her potential future boss.
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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.”