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The future of U.S. climate policy may depend on things getting dramatic.

Donald Trump does not care much about climate change. By which I mean not just that he does not believe the warming of the planet is a problem, but also that the entire subject is far from the top of his priority list. Unfortunately, that makes his incoming administration even more dangerous.
The implied chaos of the second Trump term is only beginning. In some cases, the operative question is “Is he really going to do that?” Will he actually deport 15 million people, or put a 20% tariff on all imported goods, or prosecute his political opponents?
But when it comes to climate, Trump has offered no attention-grabbing proposals or bizarre promises. He said he wants to “Drill, drill, drill,” but we’re already drilling more than we ever have before. He has a weird obsession with homicidal windmills (“They ruin the environment, they kill the birds, they kill the whales”) and a contempt for electric cars, it’s true. But the real hazard lies in the agenda of those who will run key departments in his government, doing things Trump barely takes notice of.
This may seem counterintuitive to those who view Trump as a uniquely malign force, pushing the federal government in new and disturbing directions. But Trump only cares about a few things — trade and immigration are his primary policy areas of interest, and much of his days will be spent plotting revenge against his enemies — and climate isn’t one of them.
So far, the Trump appointees with influence over climate policy are not the kind of figures who will grab headlines; Americans are unlikely to develop strong opinions about Lee Zeldin (the pick for EPA Administrator) or Doug Burgum (who will be Secretary of the Interior). Below them will be a cadre of unknown and unnoticed officials determined not just to undo every bit of climate progress that occurred under Joe Biden, but also to go much further, purging scientists, stopping environmental enforcement, opening up federal land to fossil fuel production, eliminating pollution regulations, and shutting down every possible office with “climate” in its name or its mission.
So why would it be better if Trump were paying attention? Because the only likely restraint on this assault will be if Trump decides it reflects poorly on him.
That brings us to a crude but useful unified theory of Trump policy outcomes. Expressed as an equation, it would look like this:
Outcome = ((Trump impulses + party agenda) x attention)/political risk
To put it in simpler terms, the relevant questions are: What does Trump want? What do the people around him want? Is this something Trump cares about? And what are the political risks involved?
As an example, let’s take the idea of repealing the Affordable Care Act, which Trump tried and failed to do in his first term. His impulse was to destroy the ACA because it was signed by Barack Obama, whom he hates. His party would also like to destroy the ACA. But Trump himself is not all that interested in the issue of healthcare; he couldn’t be bothered to come up with a plan to replace the ACA, though he regularly promised “something terrific.” Because it’s such a high-profile issue, it won’t move forward without his attention.
Finally — and most importantly — the political risk of repealing the ACA is incredibly high because it is very popular. Repealing it would be cataclysmic for the healthcare system, leading tens of millions of people to lose their health coverage. Put it all together, and the likelihood that Republicans will achieve their longtime goal of ACA repeal is very, very small.
Now let’s plug climate into the equation. Trump’s impulses are uniformly detrimental, but also vague. He told oil executives they should raise him a billion dollars because he’ll give them whatever they want, but if you asked him what specifically it is they want, he probably couldn’t tell you with any specificity.
The Trump officials who will work on environmental issues know exactly what they want — but most of it won’t attract much attention, from the president or the public. When they start gutting PFAS regulations and methane emissions rules, neither Trump nor the average voter will have any idea.
One exception has already been teed up: It now appears that Republicans will try to kill the electric vehicle tax credit. If he wanted to, Elon Musk could stop this: If he told Trump it’s a bad idea, Trump would instruct Republicans in Congress to keep the credit, and it would be most likely be safe. But Musk is of the opinion that while ending the credit might hurt Tesla sales in the short run, his competitors will suffer even more, perhaps getting out of the EV business altogether.
There could be a fight over EV credits when Congress takes up the issue, and it’s even possible that Trump would step in and tell his party to leave them alone if he decided there would be too much of a backlash that would harm him politically. It’s highly unlikely, but the fact that one could at least imagine how it would happen shows how the preferences/attention/political risk dynamic operates.
But to repeat, EV subsidies are the exception of a climate-related policy that will garner some press coverage (though even that may be limited, since the repeal of the tax credits will be part of a gargantuan reconciliation bill with lots of other contentious ideas in it). Most of what happens at the EPA and the Departments of Interior and Energy, where pro-fossil fuel officials will labor every day to undermine environmental protections, will pass by with little notice.
So climate advocates face a difficult task: If they can raise the salience of the climate issue and make a particular Trump administration climate policy unpopular, it would become possible that Trump will notice, perceive some political danger in what his government and Congress are doing, and act to restrain them, for no reason other than his own self-interest.
It’s not much to pin your hopes on, and the idea that Trump himself could be the force of moderation in an administration hell-bent on reversing progress on climate seems crazy. But this is going to be a crazy four years.
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Emails raise questions about who knew what and when leading up to the administration’s agreement with TotalEnergies.
The Trump administration justified its nearly $1 billion settlement agreement with TotalEnergies to effectively buy back the French company’s U.S. offshore wind leases by citing national security concerns raised by the Department of Defense. Emails obtained by House Democrats and viewed by Heatmap, however, seem to conflict with that story.
California Representative Jared Huffman introduced the documents into the congressional record on Wednesday during a hearing held by the House Natural Resources Committee’s Subcommittee on Oversight and Investigations.
“The national security justification appears to be totally fabricated, and fabricated after the fact,” Huffman said during the hearing. “DOI committed to paying Total nearly a billion dollars before it had concocted its justification of a national security issue.”
The email exchange Huffman cited took place in mid-November among officials at the Department of the Interior. On November 13, 2025, Christopher Danley, the deputy solicitor for energy and mineral resources, emailed colleagues in the Bureau of Ocean Energy Management and the secretary’s office an attachment with the name “DRAFT_Memorandum_of_Understanding.docx.”
According to Huffman’s office, the file was a document entitled “Draft Memorandum of Understanding Between the Department of the Interior and TotalEnergies Renewables USA, LLC on Offshore Wind Lease OCS-A 0545,” which refers to the company’s Carolina Long Bay lease. (The office said it could not share the document itself due to confidentiality issues.)
While the emails do not discuss the document further, the November date is notable. It suggests that the Interior Department had been negotiating a deal with Total before BOEM officials were briefed on the DOD’s classified national security concerns about offshore wind development.
Two Interior officials, Matthew Giacona, the acting director of BOEM, and Jacob Tyner, the deputy assistant secretary for land and minerals management, have testified in federal court that they reviewed a classified offshore wind assessment produced by the Department of Defense on November 26, 2025, and then were briefed on it again by department officials in early December. They submitted this testimony as part of a separate court case over a stop work order the agency issued to the Coastal Virginia Offshore wind project in December.
“After my review of DOW’s classified material with a secret designation,” Giacona wrote, “I determined that CVOW Project’s activities did not adequately provide for the protection of national security interests,” leading to his decision to suspend ongoing activities on the lease.
Giacona and Tyner are copied on the emails Huffman presented on Wednesday, indicating that the memorandum of understanding between Total and the Interior Department had been drafted and distributed prior to their reviewing the classified assessment.
The final agreement both parties signed on March 23, however, justifies the decision by citing a series of events that it portrays as taking place after officials learned of the DOD’s national security concerns.
The Interior Department paid Total out of the Judgment Fund, a permanently appropriated fund overseen by the Treasury Department with no congressional oversight that’s set aside to settle litigation or impending litigation. The final agreement describes the background for the settlement, beginning by stating that the Interior Department was going to suspend Total’s leases indefinitely based on the DOD’s classified findings, which “would have” led Total to file a legal claim for breach of contract. Rather than fight it out in court, Interior decided to settle this supposedly impending litigation, paying Total nearly $1 billion, in exchange for the company investing an equivalent amount into U.S. oil and gas projects.
But if the agency had been negotiating a deal with Total prior to being briefed on the national security assessment, it suggests that the deal was not predicated on a threat of litigation. During the hearing, Eddie Ahn, an attorney and the executive director of an environmental group called Brightline Defense, told Huffman that this opens the possibility for a legal challenge to the deal.
I should note one hiccup in this line of reasoning. Even though Interior officials testified that they were briefed on the Department of Defense’s assessment on November 26, this is not the first time the agency raised national security concerns about offshore wind. When BOEM issued a stop work order on Revolution Wind in August of last year, it said it was seeking to “address concerns related to the protection of national security interests of the United States.”
During the hearing, Huffman called out additional concerns his office had about the settlement. He said the amount the Interior Department paid Total — a full reimbursement of the company’s original lease payment — has no basis in the law. “Federal law sets a specific formula for the compensation a company can get when the government cancels an offshore lease,” he said, adding that the settlement was for “far more.” He also challenged a clause in the agreement that purports to protect both parties from legal liability.
Huffman and several of his fellow Democrats also highlighted the Trump administration’s latest use of the Judgment Fund — to create a new $1.8 billion legal fund to issue “monetary relief” to citizens who claim they were unfairly targeted by the Biden administration, such as those charged in connection with the January 6 riot.
“Now we know that that was just the beginning,” Maxine Dexter of Oregon said. “This president’s fraudulent use of the judgment fund is the most consequential and damning abuse of taxpayer funds happening right now.”
The effort brings together leaders of four Mountain West states with nonprofit policy expertise to help speed financing and permitting for development.
Geothermal is so hot right now. And bipartisan.
Long regarded as the one form of electricity generation everyone in Washington can agree on (it’s both carbon-free and borrows techniques, equipment, and personnel from the oil and gas industry), the technology got yet another shot in the arm last week when leading next-generation geothermal company Fervo raised almost $2 billion by selling shares in an initial public offering.
Now, a coalition of western states and nonprofits is coming together to work on the policy and economics of fostering more successful geothermal projects.
Governor Jared Polis of Colorado and Governor Spencer Cox of Utah will announce the formation of the Mountain West Geothermal Consortium this afternoon at a press conference in Salt Lake City.
The consortium brings together governors, regulators, and energy policy staffers from those two states and their Mountain West neighbors Arizona and New Mexico, along with staffing and organizational help from two nonprofits, the Center for Public Enterprise and Constructive, both of which employ former Department of Energy staffers.
The consortium will help coordinate permitting, financing, and offtake agreements for geothermal projects. This could include assistance with permitting on state-level issues like water usage, attracting public dollars to geothermal projects, and upgrading geophysical data to guide geothermal development.
Michael O’Connor, a former DOE staffer who worked on the department’s geothermal programs, is the director of the consortium. He told me that the organization has done financial and geotechnical modeling to entice funding for earlier stage geothermal development that traditional project finance investors have seen as too high-risk.
“We think that the public sector should be a part of the capital stack, and so what we’re trying to do is build investment programs that leverage the state’s ability to provide the early concessionary capital and match that with private sector capital,” O’Connor said. “The consortium has done a whole bunch of financial modeling around this, and we’re now working with energy offices to build that into actual programs where they can start funding.”
The consortium is also trying to make it easier for utilities to agree to purchase power from new geothermal developments, O’Connor said. This includes helping utilities model the performance of geothermal resources over time so that they can be included more easily in utilities’ integrated resource plans.
“Most Western utilities either have no data to incorporate geothermal into their IRPs, or the data they’re using is generalized and 15 years old,” O’Connor told me. This type of data is easy to find for, say, natural gas or solar, but has not existed until recently for geothermal.
“Offtakers want the same kind of assurance that infrastructure investors want,” O’Connor said. “Everyone wants a guaranteed asset, and it takes a little bit more time and effort.”
The third area the consortium is working on is permitting. Many geothermal projects are located on land managed by the Bureau of Land Management, and therefore have to go through a federal permitting process. There are also state-specific permitting issues, most notably around water, a perennially contentious and complicated issue in the West.
How water is regulated for drilling projects varies state by state, creating an obstacle course that can be difficult for individual firms to navigate as they expand across the thermally rich intermountain west. “You’re always working with this sort of cross-jurisdictional permitting landscape,” Fervo policy chief Ben Serrurier told me. “Anytime you’re going to introduce a new technology to that picture, it raises questions about how well it fits and what needs to be updated and changed.”
Fervo — which sited its flagship commercial geothermal plant in Cape Station, Utah — has plenty of experience with these issues, and has signed on as an advisor to the consortium. “How do we work with states across the West who are all very eager to have geothermal development but, aren’t really sure about how to go about supporting and embracing, encouraging this new resource?” Serrurier asked. “This is policymakers and regulators in the West, at the state level, working together towards a much broader industry transformation.”
The Center for Public Enterprise, a consortium member think tank that works on public sector capacity-building, released a paper in April sketching out the idea for the group and arguing that coordinated state policy could bring forward projects that have already demonstrated technological feasibility. The paper called for states to “create new tools to support catalytic public investment in and financing for next-generation geothermal.”
Like many geothermal policy efforts, the geothermal consortium is a bipartisan affair that builds on a record of western politicians collaborating across party lines to advance geothermal development.
“There is sort of this idea that the West is an area that we collectively are still building, and there is still this idea of collaboration against challenging elements and solving unique problems,” Serrurier said.
Cox, a Republican, told Heatmap in a statement: “Utah is working to double power production over the next decade and build the energy capacity our state will need for generations. Geothermal energy is a crucial part of that future, and Utah is proud to be a founding member of the Mountain West Geothermal Consortium.”
Polis, a Democrat, said, “Colorado is a national leader in renewable energy, and geothermal can provide always-on, clean, domestic energy to power our future. Colorado is proud to partner on a bipartisan basis with states across the region to found the Mountain West Geothermal Consortium.”
O’Connor concurred with Fervo’s Serrurier. “Western states are better at working together on ’purple issues’ than most states,” he told me.
In this moment, O’Connor said, the issue at hand is largely one of coordinating and harmonizing across states, utilities, and developers. “Several pieces of good timing have fallen upon the industry at this moment, which has led to a positive news cycle,” he told me. “Making sure that gets to scale now means we have to solve thorny or bigger dollar problems — and that’s why we’re here.
“We’re not an R&D organization,” he added, referring to the consortium. “We’re here to get over the hurdles of financing and of offtake and of regulatory reform.”
The founder of one-time sustainable apparel company Zady argues that policy is the only that can push the industry toward more responsible practices.
Everlane’s reported sale to Shein has left many shocked and saddened. How could the millennial “radical transparency” fashion brand be absorbed by the company that has become shorthand for ultra-fast fashion? While I feel for the team within the company that cares about impact reduction, I am not surprised by the news.
Everlane was built around a theory of change that was always too small for the problem it claimed to address — that better brands and more conscientious consumers could redirect a coal-powered, chemically intensive, globally fragmented industry.
The theory had real appeal, but it was wrong. Yes, it created some better products, but it was never going to remake the fashion industry on its own.
This is the tension at the center of sustainable fashion: Consumer demand can create a niche, even a meaningful one, but it cannot reconfigure the economics of global supply chains. What is needed are common sense laws that require all significant players to play by the same basic rules: reduce emissions, ban toxic chemicals, and maintain basic labor standards.
A company I used to run, Zady, was an early competitor to Everlane, and we were part of the same cultural and commercial moment. When we raised money, we told investors that while our Boomer parents may have thought that changing the world meant marching on the streets, we knew better. Change was going to happen through business.
The problem was that, while our market was growing, fast fashion was growing faster. There was a small but passionate group of consumers trying to buy better, but the overall system drove companies to produce more — more units, more emissions, more chemicals, and more waste.
The truth is that brands do not have direct control over the environmental impacts of their products. Most of the emissions and applications of chemicals are not happening at the brand level, but are instead in fiber production, textile mills, dyehouses, finishing facilities, and laundries, all of which the brands do not own. These factories operate on the thinnest of margins, and the open secret is that brands share these suppliers. No one brand wants to pay the cost for their shared factories to make the necessary upgrades to address their impacts. It’s a classic collective action problem.
Everlane’s capital story matters here, too. Unless a founder arrives with substantial personal wealth, outside investment is often the only path to scale. A company can remain small, independent, and slow-growing, but then it will likely be more expensive, more limited in reach, and less able to influence factories.
Everlane chose the other path. It took institutional growth capital from storied venture firms more closely associated with the digital revolution (including some that also fund clean energy technologies) and became a recognizable national brand. This obligated the company to operate inside a financial structure that leads inexorably toward some kind of exit, whether through a sale, an initial public offering, or some other liquidity event. Once that is the operating system, sustainability can remain a real and important goal, but it is not the final governing logic — investor return is.
“Radical transparency” was never enough to solve the fashion industry’s or venture capital model’s structural problems. Naming a factory is not the same as knowing what happens inside it. Publishing a supplier list does not tell us whether the facility runs on coal, whether wastewater is treated before being released back into the ecosystem, or whether restricted substances are present in dyes, finishes, trims, or coatings.
We already have many forms of transparency in American capitalism. Public companies, for example, are required to disclose executive compensation and the average pay of their workers; this transparency has done exactly nothing to close the pay gap. A disclosure is not the same thing as a legal standard.
So what does this mean for all of us? We don’t know exactly how Shein will absorb Everlane. I could guess that this is a Quince play for Shein, a way to access higher-end consumers that would otherwise never go on the Shein site.
What this tragicomedy reveals is that the idea born from Obama-era optimism, that the arc of history naturally bends toward justice and sustainability, was ephemeral.
The work to make this coal-powered industry sustainable will come from regulation. The technology to decarbonize is there, and unlike with aviation, for instance, it would cost the apparel industry a mere 2 cents per cotton t-shirt to get it done. But unlike with aviation, there are no requirements or incentives that these investments be made, so they are not.
The electric vehicle industry got a head start through direct subsidies and fuel efficiency standards. Apparel needs the same.
If you’re disappointed or angry about this turn of events, I ask you to channel those feelings into citizenship. Help pass the New York or California Fashion Acts that would require all large fashion companies that sell into the states to reduce their emissions and ban toxic chemicals. It’s currently legal to have lead on adult clothing, and Shein is consistently found to have it on their products. The industry is pushing back through their trade associations, so people power is needed so that legislators know it needs to be their priority.
But if you want to shop sustainably, you don’t need a brand. What is most helpful is understanding your own style and lifestyle — that’s how we know what we actually need and what we don’t. There are apps to help on that front. (I love Indyx, for instance, but there are others.)
The only way forward is together, and that means political solutions — emissions requirements, chemical requirements, labor requirements — not just consumer ones.