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Talking executive orders, global conflict, and Greenland with the Center for Climate & Security’s Erin Sikorsky.

President Donald Trump signed 33 executive orders, memoranda, and proclamations after dinnertime on Monday, giving journalists, pundits, and concerned citizens plenty of material to work through after his first day in office. His Day One mandates included ordering federal workers to return to office full-time — never mind that the U.S. presidency is perhaps the most famous work-from-home job in the world — and formalizing his hatred of a two-inch-long fish. Trump also ordered an end to all wind permits, which my colleague Jael Holzman described as “the worst-case scenario” for the nearly $50 billion industry; paved the way to fire potentially thousands of civil servants; withdrew the U.S. from the Paris Agreement (again); and followed through on his promise to wage all-out war on electric vehicles.
One more of the most significant implications related to climate, however, came buried in Trump’s sweeping reversal of 78 Biden-era executive orders: the overturning of Executive Order 14008, “Tackling the Climate Crisis at Home and Abroad.” Biden had signed the executive order during his first week in office and, in doing so, declared that the U.S. “places the climate crisis at the forefront of foreign policy and national security planning.”
To fully understand the consequences of Trump rescinding this order, I spoke with Erin Sikorsky, the director of the Center for Climate & Security, a nonpartisan think tank that specializes in the intersection of climate change and national security policies. Our conversation has been lightly edited and condensed for clarity.
Last night, President Trump rescinded a Biden-era executive order designating climate change a foreign policy and national security priority. Why do you find that concerning?
Regardless of who’s in the White House, climate change continues apace — and continues to threaten U.S. national security and foreign policy interests. We just saw this in the past couple of weeks in Los Angeles with the wildfires there, which caused significant devastation to American lives and livelihoods, but also required the deployment of U.S. troops, threatened U.S. military bases, and interrupted other U.S. foreign policy objectives. President Biden had to cancel his last foreign visit to Europe, where he was supposed to meet with President Zelenskyy to talk about the war in Ukraine; he had to do the same thing during Hurricane Helene and cancel foreign visits that were about competition with China and the war in Ukraine. By sending the message that the U.S. administration is taking a step back from climate as a security issue, it creates a blind spot for the U.S. and creates risks.
When speaking to the press last night, Trump said his No. 1 foreign policy goal is keeping America safe. In your experience, how does climate change fit into that picture?
Keeping America safe means continuing to project military power and stand up to adversaries and competitors — and climate change is shaping all of that. It affects our military operations and our ability to deploy. It also affects Chinese national interests and the threat that China poses.
Our allies and partners in the Indo-Pacific, which are key to our military strategies for countering China in that region, are all threatened by climate change. Their airports, their economies, their military bases and structures, and the U.S. military facilities that are hosted in those places — they’re all threatened. If you’re not going to focus on that, or you’re not going to address it, then you’re creating a weakness. China’s overarching national security strategy includes environmental and ecological security. It is thinking about how climate affects its strategies.
In other words, our adversaries are acting on this, even if we’re not?
Exactly. And that’s the thing with stepping back from the Paris Agreement, as well: It creates a vacuum of leadership that China is more than happy to step into.
Would you expect the U.S. intelligence community or the Department of Defense to continue to act on climate change as it relates to foreign policy, just in less overt ways? Or do moves like this by the new administration hamstring those efforts?
The Department of Defense’s mission is still to be able to fight and win wars and to preserve its installations and operations. I expect that efforts to invest in resilience and adaptation will continue. There’s been bipartisan support on Capitol Hill for about a decade now to make sure that these issues are taken seriously. When Hurricane Michael decimated Tyndall Air Force Base on the Gulf Coast a few years ago, it was under the last Trump administration that they deployed money to rebuild that base. So I think that will continue.
The same will be true for the U.S. intelligence community, which remains independent from policy. It’s not the State Department, where you have to implement the president’s policies — you’re supposed to warn of risks. Your job is to give the president a decision advantage and warn of threats to the U.S., which means calling it like you see it.
Is there any particular region or conflict that could suffer from politicizing climate change in the coming years?
In Europe in the past year, Poland faced the worst floods in its history and had to deploy thousands of troops to manage those risks.
NATO has been a real leader in this space, partly because of the Arctic and the changes and challenges we see there. And so if the U.S. steps back, other leaders will continue to step forward. We’ve already seen that a bit from some European leader statements. Still, we risk U.S. resilience and dominance in the Arctic if we do not understand how climate affects our ability to operate there.
Speaking of national security in the Arctic, what do you make of the whole Greenland situation?
If the real concern is about U.S. security in the Arctic, there are a lot of other policies that the U.S. can pursue. I don’t think expanding our territory and threatening the purchase of other sovereign nations is the right way to go.
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The data center boom is everywhere you look in U.S. economic and emissions data.
This is an edition of Heatmap Daily, an evening review of the day’s news written by our executive editor. Sign up for it here.
It isn’t exactly a new thought, but I’ve been struck recently by how many trends in America’s economic and environmental data are fundamentally about the data center boom and the return of electricity demand:
First, the Energy Information Administration reported this week that U.S. emissions grew by more than 2% last year, driven by surging electricity demand and an increase in coal-fired generation. What caused that higher power demand? New factories and data centers — as well as record summertime cooling demand.
Second, many of the new factories driving that higher power demand are themselves producing goods that are … let’s say … data center-adjacent. There are the enormous new semiconductor fabs, of course. But Ford and General Motors have also set up new production lines (or repurposed old ones) to manufacture grid-scale batteries to meet power demand.
Third, take a look at the recent U.S. spending on private non-residential construction — in other words, everything American companies are building that is not houses, condos, or apartments.
The construction industry’s spent almost $60 billion on data centers over the past year, which is more than it spent on all other office buildings combined (and more than it spent building warehouses, too). Just a handful of categories — data centers, power plants, electricity infrastructure, and certain kinds of electronics manufacturing — now make up a third of all U.S. private non-residential construction investment. They’ve never made up such a large share of construction spending since data collection began in 2014.
As The New York Times recently noted, the American economy is unusually dependent on the American stock market right now — and the stock market is unusually dependent on artificial intelligence. This week, investors started to balk at the enormous spending hyperscalers are planning to keep building out the AI boom; Alphabet’s shares dropped 8% this week after it boosted its planned 2026 capital expenditure and signaled 2027 will be even bigger. If the data center boom started to slow down in earnest, then more than just that budget will change.
Speaking of which, my colleague Emily Pontecorvo wrote earlier this week about how many businesses are struggling to even estimate their carbon emissions from artificial intelligence. The carbon accounting startup Watershed recently unveiled a new formula to help companies get a sense of their AI-related emissions.
But even that formula is still limited by the amount of data hyperscalers publish — and they don’t publish that much. Google, for instance, is the only AI company that has (laudably) provided estimates of its emissions on a per-prompt basis. Yet no company has published its per-token emissions, or how emissions sync up with particular models or regions.
So Emily asked Google: Why aren’t you — or any other model provider — disclosing this kind of data yet?
The tech company didn’t get back to us until after we’d published Emily’s story. But its response was interesting enough that I wanted to quote some of it here.
The problem is “industry consensus,” Cooper Elsworth, a Google spokesperson, told us. “There is currently very little consensus on how to comprehensively and fairly measure the serving environmental impact of generative AI (such as text generation),” he wrote. “Without standardized, ‘apples-to-apples’ frameworks, it is difficult to compare different providers accurately.”
That’s partly because energy use — and emissions data — can vary from site to site and depend on “custom-built hardware, software compilers, and advanced inference techniques.” And he claimed Google doesn’t always have the measurement hardware in place to provide such specific estimates: “Providing precise, repeatable data requires highly advanced measurement infrastructure,” he said. “For example, software-based energy monitoring tools often suffer from sampling biases. For our study, we had to step away from top-down averages and directly measure actual energy at the physical power supply unit (PSU) level across our deployed fleet. Not all providers have the telemetry or data sets required to benchmark their operations at this level of granularity.”
Read Emily’s story to understand the other reasons why estimating — or even “guesstimating” — AI-related carbon emissions is so challenging.
A conversation with Emma Uridge of the Kansas Health Institute.
This week’s conversation is with Emma Uridge, analyst with the Kansas Health Institute. Uridge spent copious hours analyzing state and local laws on data center development to best understand how policymakers are responding to the potential environmental public health impacts of large AI infrastructure, including power and water. The report, which came out this week, also goes in depth into those health impacts. I reached out to her to discuss what she sees as must-watch territory for our readers on this emerging policy arena.
Our conversation was lightly edited for clarity.
What is actually being done on policy when it comes to data centers — beyond moratoria of course?
So first I’d like to just talk about the point of moratoria. It’s helpful to talk about how these policies emerge in the first place. One area where moratoria are helpful is when a data center is proposed but the county has no approach for how they’d like to potentially regulate them. That’s temporary, most of the time. It lets local governments conduct research on the various impacts and also negotiate community benefits, ones that can mitigate any potential negative impacts — like Lancaster Pennsylvania, which instituted a community benefit agreement that maximized the potential benefits of development while mitigating what large data centers can do. That agreement looked at capping municipal water use at 20,000 gallons per day and requiring 100% clean energy. It had financial penalties for non-compliance. The company also committed $20 million to their local economic development and clean energy fund. There are ways to negotiate with developers.
We also see amendments to existing zoning. Data center proposals are increasingly popping up in rural areas, many of which are unzoned, so there’s no way a county can negotiate unless there’s a moratorium in place.
Other policy solutions include different performance standards or requiring on-site renewable energy, like what Jefferson County, Missouri, looked at. Also setback requirements, mandatory noise buffers, ending by-right zoning.
Where are local governments getting ideas for regulating data centers?
A lot of the technical information comes from developers. That can in cases be seen as a biased source of information. I wouldn’t say there’s a dedicated group providing assistance to local governments when a project is proposed — which is a similar story to wind industry development, where we have only a handful of consultants who provide technical advice. It can be really helpful to get a multi-disciplinary approach to hearing information. It can be helpful to have the utility commission, public health folks, those in academia, as well as the developer.
As of right now, especially in rural areas, local governments have a hard task of balancing pushback while getting the most accurate, evidence-based, neutral information to make decisions. That balance can be contentious.
What is the federal government doing on data center policy? How is the Trump administration approaching it?
A few things there. In the early days, the drive was for AI expansion and to be competitive with foreign adversaries. Now due to the amount of public pushback in red and blue localities and a more cautious approach.
I’m not seeing a lot of actual policy movement at this time.
I know the EPA is looking at the chemicals used in cooling data centers because when that water is cycled through the system, some of it is discharged into the water system, so they’re looking at the Toxic Substances and Control Act for monitoring that.
How much of an impact does this minimal federal role have on industry behavior?
Y’know, this isn’t specific to data centers. This is true for all kinds of large-scale development: there’s a need to require some sort of federal monitoring and regulation.
That’s where I see an emerging role for public health. At the federal level, there could be policy movement towards requiring some sort of environmental monitoring at data centers to make sure they’re operating responsibility. Looking at specific water use relative to water availability and what happens when there’s a time of severe, persistent drought. With air quality too — we’ve seen areas where the grid isn’t as reliable so their diesel generators are kicking on more and affecting air quality for residents.
We’re just not seeing all of that right now. We need corporate disclosure.
What do you see as the most important public health impacts from data center development?
It varies by localities. The most discussed obviously is water usage. One thing I’d note about my conversations with folks enthusiastic around emerging tech is, there are still questions that need to be asked about the capacity of localities to support a data center. Like a small town in Kansas may only be using 40% of their water for their utility needs. If a data center came online, how much of that water goes to the data center?
One area underexplored within the public health discipline is energy poverty and energy security. The ability of a household to meet the needs of everything energy provides in our lives. It’s known we have an aging electric grid but we’re not talking enough about large-scale blackouts when the grid is not sufficient to support some of these new data centers.
Plus more of the week’s big development fights.
1. Laramie County, Wyoming — Meta is fighting the fine it received in the Cheyenne data center water pollution controversy, and the conflict between the tech giant and the city’s small board of public utilities is continuing to spill out into the public.
2. Niagara County, New York — This county just rejected a solar project’s highway work permits in a show of retaliation against the state’s Office of Renewable Energy Siting.
3. Barron County, Wisconsin — The anti-solar protest is the new campaign stop in deep red Wisconsin.
4. Chesapeake, Virginia — A large battery storage project on the Virginia coastline is on the rocks amidst rampant local opposition.
5. Lewis County, West Virginia — West Virginia is now a key battleground in the fight over transmission, as a line spanning all of West Virginia and Maryland — and cutting through Data Center Alley in Virginia — causes compounding consternation.