You’re out of free articles.
Log in
To continue reading, log in to your account.
Create a Free Account
To unlock more free articles, please create a free account.
Sign In or Create an Account.
By continuing, you agree to the Terms of Service and acknowledge our Privacy Policy
Welcome to Heatmap
Thank you for registering with Heatmap. Climate change is one of the greatest challenges of our lives, a force reshaping our economy, our politics, and our culture. We hope to be your trusted, friendly, and insightful guide to that transformation. Please enjoy your free articles. You can check your profile here .
subscribe to get Unlimited access
Offer for a Heatmap News Unlimited Access subscription; please note that your subscription will renew automatically unless you cancel prior to renewal. Cancellation takes effect at the end of your current billing period. We will let you know in advance of any price changes. Taxes may apply. Offer terms are subject to change.
Subscribe to get unlimited Access
Hey, you are out of free articles but you are only a few clicks away from full access. Subscribe below and take advantage of our introductory offer.
subscribe to get Unlimited access
Offer for a Heatmap News Unlimited Access subscription; please note that your subscription will renew automatically unless you cancel prior to renewal. Cancellation takes effect at the end of your current billing period. We will let you know in advance of any price changes. Taxes may apply. Offer terms are subject to change.
Create Your Account
Please Enter Your Password
Forgot your password?
Please enter the email address you use for your account so we can send you a link to reset your password:
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.
Log in
To continue reading, log in to your account.
Create a Free Account
To unlock more free articles, please create a free account.
Current conditions: Aside from tides up to two feet above average on Staten Island and Long Island, the powerful nor’easter barreling toward the East Coast is likely to spare New York City • Tropical Storm Nolo is set to hit Hawaii with a potentially historic multi-day deluge • Hurricane Polo is slamming into Mexico’s Pacific coast with dangerous swells and heavy rain.
On Tuesday, President Donald Trump told reporters he had “called for” halting exports of diesel as prices roared to record highs amid a shortage of refining capacity to produce the fuel. On Wednesday, Politico reported that the administration was “preparing” a 90-day export ban. When Secretary of Energy Chris Wright took the stage at Heatmap House, our day-long summit on Wednesday in Midtown Manhattan, he told our executive editor Robinson Meyer that — contrary to the previous comments — the president “didn’t endorse” an export ban. “We are open to any ideas to lower energy prices for Americans,” Wright said at our annual event for New York Climate Week, essentially the amuse bouche before the United Nations climate summit in November. “We have a continual, thoughtful dialog based on the facts on the ground of what are the most practical steps moving forward, and it looks like right now we do need to grow the diesel supply in the United States.”
Former Vice President Al Gore, meanwhile, injected some optimism into the discussion about decarbonization. Reflecting on how climate discourse had evolved since the release of his famous film An Inconvenient Truth 20 years ago, he said booming electric vehicle sales and a global shift to renewables and nuclear power spurred by the energy shock from the war in Iran showed that “these are signs that this thing is really moving into high gear.” He added: “The fossil fuel industry is losing. They know they’re losing, and they’re trying to slow down how quickly they lose.” Yet perhaps one of the best hopes for speeding up deployment of more clean energy dimmed last night when Punchbowl News reported that increasingly bullish talks on permitting reform may be tanking. “The administration and congressional Republicans agreed to a strong bipartisan offer. The Democrats have since refused to take yes for an answer. If they think that the administration is going to freeze these concessions until the lame duck, they are severely mistaken,” a White House official told the outlet.

Later in the afternoon yesterday, I scurried off to the New York Nuclear Symposium, the annual conference organized by the advocacy group Nuclear New York. In the august halls of the New York Bar Association on 44th Street, policy experts and executives debated exactly what was needed to shift the excitement over atomic energy into actual projects with shovels in the ground. While some doubts persisted over how quickly anyone would commit to new fission plants in the U.S., at least beyond the various first-of-a-kind projects currently under development, the American government charged forward with export deals. Earlier this week, the U.S. Trade and Development Agency announced a partnership with Turkey to build as much as 5 gigawatts of small modular reactor power in the country. On Thursday, NucNet reported that Poland’s national nuclear company had reached a deal with the U.S. developers Bechtel and Westinghouse on the commercial terms for the European nation’s first atomic power station, a trio of Westinghouse AP1000s on the Baltic sea.
Meanwhile, the South Korean project manager and builder Samsung C&T unveiled new deals with two SMR companies in the U.S. The company pledged $100 million toward building the next-generation reactors designed by Google-backed Kairos Power. A day later, the company signed onto projects involving GE Vernova Hitachi Nuclear Energy’s 300-megawatt reactor, based on a traditional water-cooled design.
Enhanced geothermal leader Fervo Energy announced Thursday morning that it had shipped the first megawatts to the grid from its flagship Cape Station project, nearly three years to the day after breaking ground at the site. The facility in Beaver County, Utah marks a significant scale-up from the company’s earlier Project Red, located in the Blue Mountain geothermal field of Nevada, which began supplying 3.5 megawatts of electricity to the grid in 2023. Cape Station, by contrast, is the company’s first greenfield project. Phase I of the facility consists of three 33-megawatt units, the first of which has begun ramping up, while the remaining two are expected to reach commercial operations by 2027. “I could not be more proud of the years of hard work from Fervo’s employees, investors, suppliers, customers, and partners, which brought us to this moment,” Fervo CEO Tim Latimer said in a statement. “We are just getting started.”
Sign up to receive Heatmap AM in your inbox every morning:
Last month, my colleague Emily Pontecorvo and I reported on the Department of Commerce’s latest import levies on polysilicon, the main ingredient in most solar panels. The restrictions were designed to keep out cheap, subsidized competition from Chinese companies. But the nearly four-month delay in the policy’s implementation opened the door to companies stockpiling foreign-made reactors. To avoid that, the Commerce Department’s Bureau of Industry and Security has issued a temporary rule explaining how it will monitor imports, Solar Power World reported. Starting December 4, polysilicon components in a panel such as wafers, cells, and the finished rigs themselves will have a 15% tariff.
“Flooding the U.S. market with large volumes of imported products is a strategy that companies abroad have long used to undermine American manufacturers,” Andy Park, the global chief executive officer of Hanwha Qcells, said in a statement. “We have repeatedly seen import volumes surge ahead of the implementation of significant U.S. trade or industrial policies, as companies seek to exploit loopholes and gain an unfair advantage before new measures take effect.”
“When it comes to fuels, we have plenty of options, but nothing has hit the jackpot.” That’s what Ernest Moniz, former President Barack Obama’as energy secretary, told me yesterday morning on stage at a Climate Week breakfast hosted by his nonprofit, the EFI Foundation. Just 21% of the world’s end-use energy comes from electricity, meaning 79% comes from molecules — mostly natural gas and oil. The point Moniz, a Massachusetts Institute of Technology-trained physicist, was making was that we need to take green fuels such as hydrogen and biodiesel more seriously. “My bet for scalability is some or multiple colors of hydrogen,” referring to the rainbow of names that denote how hydrogen fuel is produced. Hours later, Hydrogen Insight reported that the German energy giant Uniper had signed “one of the largest” offtake deals ever for aviation fuel made with green hydrogen. As part of the deal, the Düsseldorf-based firm will buy 40,000 metric tons of green fuels for at least the next decade.
The New York State Research and Development Authority announced awards for eight energy storage facilities and 13 large-scale renewable projects on Wednesday, totaling $3.7 billion in private investment. Combined, the projects are expected to pump out 1.7 gigawatts of power. “These newly-contracted large-scale energy projects not only further the growth of clean energy and more than double the utility-scale energy storage that exists currently statewide — but they contribute to New York’s comprehensive, all of the above energy strategy,” Doreen Harris, NYSERDA’s chief executive, said in a statement. “This will help reduce costs for New York ratepayers while continuing to improve the reliability of our state’s grid.”
Tales from a day of “thoughtful dialogues on energy, climate change, and human lives” on Day 3 of New York Climate Week.
“I’m here because I love thoughtful dialogues on energy, climate change, and human lives,” Energy Secretary Chris Wright told my colleague Robinson Meyer this afternoon. “That’s been a passion my whole life, and nothing will change that.”
It’s our passion too — and was a defining theme of Heatmap House on Wednesday at New York Climate Week, with 27 sessions across topics including clean energy development, U.S. climate policy, the future of mobility, climate tech, and reindustrialization. From Wright backpedaling on President Trump’s embrace of a diesel export ban to former Vice President Al Gore asserting that 2026 might mark “the positive tipping point on climate,” it was a full day of news, contrarian opinions, juicy predictions, and lots and lots of coffee (consumed by yours truly).
Early in the day, Carlos Araque, the CEO and co-founder of Quaise, an advanced geothermal company, started things off by addressing the elephant in the room: potentially imminent movement on permitting reform. “It’s always easy to be picky and want for more,” he acknowledged, although he added that “my ask has always been — as far back as 2018 — if you can do for geothermal what you do for oil as in terms of regulatory permitting exclusions, then you’re moving 90% of the way to the goal. So that’s happening — that’s slowly and surely happening.”
Get Heatmap in your inbox daily.
New Jersey Governor Mikie Sherrill also spoke about permitting reform at a local scale. “You cannot simply say to people, ‘Sorry, your bills are just going to keep skyrocketing,’” she stressed. “That is not the answer, which is why we’ve acted so aggressively. I approved 18 solar and battery storage projects in the first six months [of my term]. We knew the federal credits were going to run out if we did not get that done, so that’s why we had to take on permitting reform right away to make sure we were growing that.”
And while Jane Flegal, the principal at Flegal Energy Advisors, didn’t have any secret insight into the potential deal, she broke down her predictions into three buckets: reforms to conventional environmental statutes such as the National Environmental Policy Act, the Clean Water Act, and the National Historic Preservation Act; transmission, “which, no one knows what’s in there, but we all know what was in the Manchin deal, and I think we can and should expect something at least that ambitious;” and permitting certainty, which would constrain executive power to cancel permits after they’ve been issued.
Chris Hayes, the host of All In with Chris Hayes on MS NOW and a former climate reporter, took the stage just after Gore, who marked the 20-year anniversary of his Academy Award-winning documentary An Inconvenient Truth. Like Gore, Hayes was in a reflective mood. “I think to some degree, we’re kind of moving forward in this understanding that all of us are implicated in the system that’s going to change very slowly over time,” he said, calling it one of the lessons of the past 20 years. “But I think there was a high-water mark of consumer activism that is sort of gone.”
Then, of course, there was Wright. The energy secretary — whom climate insiders have described to us as the biggest climate villain in the Trump administration after Trump himself — talked to Rob about as many fuels as they could cover. Wind: “There have been very spirited dialogues in the administration about this. I do believe a successful permitting reform thing changes the playing field for anything you want to build in this country, including wind.” Nuclear: “Our thing is just to try to get it back on its feet and get out of the way.” Natural gas: “Gas in my lifetime is going to be the American energy superpower for sure, but you never want all your eggs in one basket.” Batteries: “I’m all in.” And EVs: “Should we have the broader America subsidizing, you know, the habits of wealthy people? I don’t think we should.”
Another running theme of the day was data centers and AI. “We all feel a little bit used by data centers,” Dawn Lippert, the founder and CEO of Elemental Impact, a nonprofit climate tech investor, and a general partner at Earthshot Ventures, its sister fund, told my colleague, Katie Brigham. “We thought, how can you actually use data centers to do the things that we need to do as society? And pulling forward clean energy technologies and sustainable technologies is one of the most interesting ways that they can be a real service to society.”
That thought was explored further when the evening wrapped with a focus on reindustrialization. Tom Steyer, the co-executive chair of Galvanize Solutions, told us he’s doing fine after his unsuccessful bid for California governor. (Nothing a trip to Tahoe with the family couldn’t cure.) He also shared that the climate movement may have lessons for the modern movement opposing AI and data centers. The world’s richest companies can’t just “come in and take people’s water, especially at a time when people are so water insecure,” he stressed. “How could that possibly be right?”
AI — and water — also came up in conversation with Emilio Tenuta, the senior vice president and chief sustainability officer of Ecolab, which provides industrial and commercial water and hygiene solutions. (Ecolab also sponsored our reindustrialization section.) He argued that “what we really need to focus on is the Water Efficiency Index” when evaluating, for example, semiconductor fabrication plants, because it contextualizes water use in more absolute terms than traditional metrics.
Page Crahan, general manager of Tapestry, an Alphabet X moonshot project that uses AI to develop a model of the grid’s electricity network, zeroed in on how best to use artificial intelligence. “We had 10 years to build what it took us 110 years to build globally” in order to meet anticipated energy demand, she told my colleague Jael Holzman. “And that was in 2023, before data centers.” For “computationally intensive challenges, data-heavy challenges, and certainly running simulations and insights for a system this size,” AI is a good use case, she said.
Tapestry is using its models in partnership with PJM Interconnection (as we’ve covered here at Heatmap) — and speaking of PJM, its executive director of strategic policy and external affairs, Asim Haque, spoke to my colleague Matthew Zeitlin next. “If you do not bring your own new capacity, we are going to curtail you before we curtail your average residential consumer for sure,” he said, adding, “this is a concept that is pending in front of the FERC right now. We can talk about carrots. We can talk about sticks. I don’t know which one this is. I think from the data center perspective, it’s likely a stick.”
Josh Parker, the head of sustainability at Nvidia, rounded the day out on a positive note. “The good news is, we are very quickly unlocking new capacity with clean energy,” he said, including developing new clean energy technologies like advanced fission and geothermal. “All of these technologies are benefiting from AI, and so that, coupled with the fact that data center operators with AI factories generally are some of the largest consumers of clean energy and are still are looking for all the clean energy they can, leads me to believe — and I think this is the most credible forecast — that very soon we’re going to see all of that convert over to clean as soon as we can get through the supply constraints that we’re currently in.”
If you were with us in person, thank you again. You’re what made our event one to remember. And if you weren’t able to join us this year — we hope to see you in 2027.
But wait! Before I send you on your way, you can find all of our coverage of the day below along with some additional quotes from some of my favorite conversations:
The Commonwealth Fusion Systems CEO made his case at Heatmap House.
Without billions in new federal investment the United States may lose its pole position in the global race to be the first nuclear fusion superpower, Commonwealth Fusion Systems CEO Bob Mumgaard told attendees at Heatmap House in New York City.
When asked onstage whether Commonwealth Fusion could still develop its fusion aspirations at scale without U.S. government financing, Mumgaard said: “I think so – it’s a question of the timing and the place.” Then he suggested that the company — and the industry — might go elsewhere if the country doesn’t put more capital into the growing sector. “There are offers on the table to build nuclear fission power plants not in the United States, so we can do that.”
You’d be forgiven if you thought Commonwealth and nuclear fusion was already doing well. The Massachusetts-based pioneer in fusion technologies raised $1 billion in new investment just a couple months ago. Generally speaking, innovation in nuclear power is incredibly popular in Congress, which has an influential bipartisan Fusion Energy Caucus. Commonwealth has received public support from the Trump administration’s Energy Department, as has one of the Heatmap House sponsors, Inertia.
But we’re talking about nuclear fusion, a still-futuristic form of energy generation seeking to harness the power of stars exploding in contained environments. It’s an insanely promising tech moonshot.
Mumgaard said the company is aiming for its tech to provide electrons onto the grid by the 2030s. He also said a Fusion Industry Association request to Congress and the Trump administration for $10 billion of investment might be what’s needed for that power to be American first.
“We debated that [amount] with the industry association, and you have to say what gets the job done. It’s a disservice to lowball what’s needed,” he told my colleague Katie Brigham. “This is a very important thing. It’s an entirely new industry. Let’s treat it as such.”
He added his view that U.S. fusion development is essentially an energy security maneuver, and that competition with China on fusion should be seen as parallel to the race for dominance in artificial intelligence.
“Think about what it means in a technological race. Power is the thing that powers the next economy, right?” Mumgaard said. “All the geostrategic strife we have right now is about power in the form of natural resources. Who has them? What are they? What boats are they on through what body of water? Fusion takes all of that off the table.”