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They’ve become a stump speech punchline.

Donald Trump claims to be a “big fan” of electric vehicles despite making them a frequent target of derision on the campaign trail. He might be a bigger fan, though, if he got his facts straight. Here’s what Trump has gotten right and wrong about EVs since 2021.
“To China, if you’re listening — President Xi, you and I are friends, but he understands the way I deal. Those big monster car manufacturing plants that you are building in Mexico right now, and you think you are going to get that, not hire Americans, and you’re going to sell the car to us — no. We are going to put a 100% tariff on every single car that comes across the lot.” [March 16, 2024]
Fact check: “There actually are no operating Chinese-owned EV factories in Mexico,” Ilaria Mazzocco, a senior fellow at the Center for Strategic and International Studies and an expert on Chinese climate policy, told me. “So this is very preemptive at this point.”
But it is also, probably, only a matter of time: BYD, which last year passed Tesla as the world’s No. 1 EV maker, is reportedly scouting plant locations in Mexico, and could confirm plans as soon as the second half of 2024. That has made U.S. automakers justifiably nervous. As Robinson Meyer previously wrote for Heatmap, “BYD recently advertised an $11,000 plug-in hybrid targeted at the Chinese market … Even doubling its price with tariffs would keep it firmly among [the United States’] most affordable new vehicles.”
In Mazzocco’s opinion, this isn’t wholly a bad thing — “there’s a point of value to competition that we shouldn’t forget” — and the threat of cheap Chinese EVs has already driven American automakers like Ford to pivot their electric lineups.
But “EVs have encapsulated everybody’s fears of competition with China,” Mazzocco said. The rude awakening has been that they are “actually better at something than the Americans are.” As a result, Biden and Trump are jostling to look tougher on Beijing ahead of the election, especially since big auto manufacturing states like Michigan and Ohio could potentially decide control of the White House. Biden has already ordered the Commerce Department to investigate the potential national security threat of Chinese-made EVs, which currently make up only about 2% of EV imports; Polestar became the first Chinese-owned EV company to make moves in the U.S. last year, but it’s hardly thriving. Meanwhile, Trump has warned that “it’s gonna be a bloodbath for the country” if he isn’t elected.
“If we build all the charging booths that are necessary, our country would go bankrupt. It would cost like $3 trillion. It’s the craziest thing I’ve ever heard.” [Feb. 17, 2024]
Fact check: $3 trillion is a huge number, and it is also very inaccurate in this case. While there are valid concerns about the Biden administration’s high-speed electric vehicle push, Trump almost certainly got his “$3 trillion” price tag from the total cost of the Bipartisan Infrastructure Law, which aims to address significantly more than just the country’s EV-charging infrastructure.
In fact, the BIL earmarks a comparatively small $7.5 billion for the development of 500,000 public charging stations, although even this is a “generational-level investment,” Noah Barnes, the communications director of the Electrification Coalition, told me. With just a fraction of $3 trillion, the U.S. will be able to jumpstart the “national network of EV chargers that will be necessary to power the next generation of vehicles and end our dependence on oil from countries that don’t share our values.”
But what would it cost to build and operate all the charging booths necessary to meet the current federal target of zero-emission cars making up half of new vehicle sales by 2030? A 2022 report from McKinsey & Company estimated that the U.S. will need “1.2 million public EV chargers and 28 million private EV chargers” by 2030 to meet Biden’s zero-emission sales goals. Those public chargers would cost about $38 billion, including the hardware, planning, and installation. Wrap in the cost to residences, workplaces, and depots, and the total cost of public and private charging installation approaches $97 billion. In a separate analysis, AlixPartners, a consulting firm, found that it would take $50 billion to build the charging infrastructure to meet the 2030 zero-emission vehicle goal in the U.S., and $300 billion worldwide.
Needless to say, though, there are a thousand billions in a trillion, so whatever way you cut it, it certainly would not cost the U.S. $3 trillion to build enough charging stations to accommodate zero-emission vehicles.
“I will also rescue the ethanol industry by canceling crooked Joe Biden’s insane ethanol-killing electric vehicle mandate on day one.” [Dec. 20, 2023]
Fact check: It’s not wrong to say that Biden has tried to reduce the role of liquid fuel in vehicles. Trump has gunned for Iowa voters by claiming Biden’s goal (albeit not a binding mandate) of ramping up EV sales will kill the local ethanol industry. But Agriculture Secretary Tom Vilsack — Iowa’s former governor — has stressed that just because the administration is pushing for more EVs, “Does that mean we won’t have a need for E15 or E85” — gasoline blends that contain up to 15% and 85% ethanol content, respectively — “in the future? No.”
For example, new rules defining what qualifies as a “sustainable aviation fuel” — and thus for generous tax credits under the IRA — include ethanol and other plant-based fuels, despite opposition from environmental groups. “The Biden administration plans to invest $4.3 billion to support production of 35 billion gallons of sustainable aviation fuel annually by 2050,” presenting a significant opportunity for Iowa’s farmers, The Des Moines Register writes. As Vilsack added, “You have to think beyond cars and trucks.”
“They want to have electric trucks, so a truck — a big, beautiful truck like Peterbilt or one of them, with the big ones, 18 wheelers, they can go about 2,000 miles, they say, 2,000 on a big tank of diesel. An electric truck, comparable — which it can’t be comparable because you need so much room for the battery. Most of the area that you’re going to carry your goods, going to be battery. But assuming we take away that problem, which is not easy to take away, you’d have to stop approximately seven times to go 2,000 miles, right? You go about 300 miles, and they don’t want to change that.” [Dec. 20, 2023]
Fact check: There’s a lot to unpack here, but the gist is that most of these are the kind of early-stage problems you would find with any emerging technology. While the technology powering heavy-duty electric trucks is promising, there is still a long way to go when it comes to range and capacity.
Still, even a semi that goes only around 375 miles — longer than Trump’s estimate — on a single charge would ultimately be cheaper than a diesel truck, one 2021 study found. Because of the lower cost of ownership, electric semis have a net savings of $200,000 over a 15-year lifespan.
Battery size, and in particular battery weight, will be a major hurdle for long haul electric semis; shipping rates are often determined based on weight, among other factors, and since freight companies already operate on narrow margins, carrying less freight weight is a problem. But the technology is constantly improving. Plus, it’s pretty silly to claim electric truck developers “don’t want to change” their range per charge; electric truck manufacturers are constantly boasting about their new mileage numbers.
“This electric car thing is just crazy. If you want to drive, maybe, let’s say you are here. If you say, ‘Let’s take a drive to beautiful, safe Chicago. It’s so safe. Let’s drive there.’ How many times would you have to stop, about nine? It’s just crazy. They know it. They know it’s crazy.” [Dec. 20, 2023]
Fact check: The distance from Waterloo, Iowa — where Trump made these comments — to “beautiful, safe Chicago” is 269 miles. While the EVs with the worst range would have to charge one single time on a trip of that distance, in 2022, the average EV range was nearly 300 miles. Most cars would make it on a single charge.
“And now we are a nation that wants to make our revered and very powerful army tanks, the best in the world, all-electric, so that despite the fact they are also not able to go far, fewer pollutants will be released into the air as we blast our way through enemy territory, at least in an environmentally friendly way. And they also want to make our jet fighters with a green stamp of energy savings through losing 15% efficiency.” [Dec. 17, 2023]
Fact check: Trump has repeatedly slammed the Biden administration for supposedly wanting to switch to “all-electric” tanks. This is mostly false, though it has its roots in the Army’s first-ever climate strategy, released early last year. In it, the Army stated that it aims to electrify all noncombat vehicles by 2035 and some tactical vehicles by 2050.
The reason the Army wants to go electric isn’t because of some woke environmentalist agenda, though. “The primary reason the Army wants to electrify its fighting vehicles is to reduce wartime casualties,” Bloomberg writes. “An all-electric fleet would mean personnel wouldn’t have to go on dangerous refueling missions that draw combat forces away from fighting the enemy … [and] electric vehicles are also much quieter and harder to spot on enemy surveillance systems because they generate so little heat.”
Trump has also slammed the Air Force for its climate action plan, although the roots of his claim that Biden wants to make jet fighters green by “losing 15% efficiency” are much less clear. He may be referring to the Air Force’s exploration of alternative fuels — which again, it is doing primarily for strategic reasons, since the Air Force reports 30% of the casualties in Afghanistan came from attacks on fuel and water convoys. “We’re not doing the climate plan for climate’s sake … Everything is about increasing our combat capability,” Edwin Oshiba, assistant secretary of the Air Force for energy, installations, and the environment, told the Armed Forces Communications and Electronics Association.
“The problem is you won’t find a charger. And if you do, it’s got lines.” [Dec. 16, 2023]
Fact check: Many EV drivers are dissatisfied with the state of charging infrastructure in the U.S., and lines are an issue. While more charging stations will continue to open up as EVs become more popular — the IRA allotted $7.5 billion to build out 500,000 public chargers by 2030, with another $623 million in EV charging grants awarded last week — this seems, at the moment, to be a fair criticism.
“We are a nation whose leaders are demanding all-electric cars despite the fact that they can’t go far, cost too much, and whose batteries are produced in China with materials only available in China when an unlimited amount of gasoline is available inexpensively in the United States but is not available in China.” [Dec. 17, 2023]
Fact check: China indeed dominates the EV battery market. The Inflation Reduction Act — which Trump has promised to gut — has tried to change this by restricting EV tax credits only to models with batteries and components sourced from the U.S. or its trading partners. The law also includes funding to help seed a domestic EV battery and mineral supply chain.
And it’s working. As my colleague Neel Dhanesha wrote last year, “Battery manufacturers around the country — many of them automakers themselves — have announced over 1,000 gigawatt hours of U.S. battery production that’s slated to come online by 2028, far outpacing projected demand,” according to estimates from the Environmental Defense Fund. All told, domestic battery production has been the greatest beneficiary of the IRA, reports RMI, a clean energy research group.
“Let’s say your [electric] boat goes down and I’m sitting on top of this big powerful battery and the boat’s going down. Do I get electrocuted?” [Oct. 1, 2023]
Fact check: Battery packs on electric boats are designed to be watertight because, believe it or not, it’s crossed the mind of electric boat manufacturers that their products could potentially end up underwater. All the electric boat makers I spoke to in my lengthy investigation into this question told me the battery packs they use have a waterproofing standard that is either at, or just below, what is required for a submarine. The high-voltage batteries are also kept in “puncture-resistant shells” so they won't be exposed to the water even if the boat somehow got mangled in an accident.
All this is a very long way of saying: No, you very likely won’t be electrocuted if your electric boat sinks. But you may get eaten by a shark!
“Hundreds of thousands of American jobs, your jobs, will be gone forever. By most estimates, under Biden’s electric vehicle mandate, 40% of all U.S. auto jobs will disappear.” [Sept. 27, 2023]
Fact check: As Heatmap has reported, there is little evidence to suggest that making electric vehicles will result in fewer jobs. “A number of analyses showed that electric vehicles could actually require more labor to build than gas-powered cars in the U.S., at least for the foreseeable future,” Emily Pontecorvo writes.
“The happiest moment for somebody in an electric car is the first 10 minutes. In other words, you get it charged, and now for 10 minutes. The unhappiest part is the next hour because you’re petrified that you’re not going to be finding another charger.” [August 24, 2023]
Fact check: We don’t know what every single EV driver thinks, but EV drivers as a group tend to be pretty satisfied; plug-in hybrids were level with internal combustion vehicles in J.D. Power’s annual survey of performance, execution, and layout-based consumer satisfaction, with fully battery-powered EVs just a few points behind on a 1,000-point scale. Some 90% of EV drivers say they hope to buy another EV as their next car, a 2022 Plug-In America survey found.
And while range anxiety is real, studies show that it declines the longer someone owns an EV and gets comfortable with charging. Only 8% of EV drivers told Escalent they’ve ever run out of juice while driving.
It’ll take more than an hour for you to start getting anxious, too. The average EV sold in the U.S. last year had a range of 291 miles, or a little over four hours of driving at 70mph.
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Current conditions: The Gulf Coast states are bracing for a series of midweek thunderstorms • Temperatures are rocketing up near 100 degrees Fahrenheit in Lahore, Pakistan • San Juan, Puerto Rico, is facing days of severe thunderstorms.
Compass Datacenters is quitting a yearslong bid to build a key part of a 2,100-acre data center corridor in northern Virginia amid mounting pushback from neighbors, marking one of the highest profile examples yet of political opposition killing off a major server farm. The company, backed by the private equity giant Brookfield Asset Management, has gunned for Prince William County’s approval to turn more than 800 acres into a portion of the data center buildout. But after spending tens of millions of dollars on the effort, the firm decided that political resistance to providing tax breaks had created what Bloomberg described Wednesday as “too many roadblocks,” prompting a withdrawal.
The data center backlash, as Heatmap’s Jael Holzman wrote in the fall, is “swallowing American politics.” Polling from Heatmap Pro has shown that public resentment toward server farms they perceive as driving up electricity bills, sucking up too much water, or supporting software that threatens human jobs is rapidly growing. Data centers, as Jael wrote last week, are now more controversial than wind farms.
Nuclear startups taking part in the Department of Energy’s reactor pilot program are approaching the agency’s July 4 deadline to split their first atoms, and companies are making deals left and right for new projects. But just four firms have so far secured commercial offtakers, announced project-specific financing, and locked down contracts with suppliers and construction partners. That’s according to new data from a report by the policy advocate Third Way, shared exclusively with me for this newsletter. TerraPower’s nuclear project in Kemmerer, Wyoming, which broke ground this month, is in the lead, with the most advanced application before the Nuclear Regulatory Commission. Amazon-backed X-energy has two projects that have achieved all three preliminary milestones. Holtec International’s small modular reactor project in Michigan and GE Vernova Hitachi Nuclear Energy’s debut unit at the Tennessee Valley Authority — each of which recently received $400 million in federal funding, as I previously reported — are close behind.
Among the report’s other takeaways: Federal policy is “too often rewarding hype instead of commercialization readiness,” and the U.S. needs to winnow down the technologies on offer.
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The Federal Emergency Management Agency has officially entered what CBS News called “a financial danger zone” that threatens to limit spending to only the most urgent life-saving needs. The status, called Imminent Needs Funding, is triggered when FEMA’s Disaster Relief Fund drops below $3 billion. The depletion is a symptom of the partial government shutdown of FEMA’s parent agency, the Department of Homeland Security, whose funding has become hotly political over the hardline actions by Immigration and Customs Enforcement. But the timing couldn’t be worse: Hurricane season is about a month away. “Disasters are unpredictable. They’re very costly. We don’t know what could happen between now and June 1,” FEMA Associate Administrator Victoria Barton told the network.
This was all predictable. Back in February, Heatmap’s Jeva Lange warned that the DHS shutdown would “starve local disaster response.”
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The U.S. is racing to get new nuclear projects off the ground. But it’s not yet clear where all the new reactor fuel is going to come from, especially once federal law fully bans all imports of Russian uranium in 2028. A new uranium mining project has started up operations this week in Wyoming’s Shirley Basin. The reactivated mine was previously considered the birthplace of in-situ recovery mining, a more eco-friendly method of extraction that involves injecting a solution into rock that dissolves minerals, then pumping that fluid to the surface for collection. The developer, Ur-Energy, said it’s returning to operations to power at least the next nine years of uranium demand in the U.S.
The milestone at the uranium mine comes as global mining deals reached a new high in the first three months of this year. Global law firm White & Case LLP recorded 121 mergers and acquisitions in the sector in the first quarter, up from 117 a year earlier and 102 in 2024, according to Mining.com. It’s the strongest first quarter since 2023. “The math is unforgiving,” the Breakthrough Institute’s Seaver Wang and Peter Cook wrote in an Ideas essay for Heatmap this week. “We need more minerals, and we need them soon.”

Another week, another new full-scale nuclear reactor has come online in China. On Wednesday, World Nuclear News reported that Unit 1 of the San’ao nuclear station in eastern Zhejiang province has entered commercial operation. The reactor is the first of six Hualong One reactors planned for the site. The Hualong One is China’s leading indigenous reactor design, borrowing heavily from the Chinese version of the Westinghouse AP1000, America’s leading reactor.
South Africa, meanwhile, is making a bid to lure engineers working abroad to come home to help the country build up its own nuclear sector once again. The plan, detailed by Semafor, “aims to attract skilled migrants and South African expatriates, especially those working in the United Arab Emirates,” which hired large numbers of local engineers during the buildout of the Gulf nation’s debut Barakah nuclear plant over the past decade.
Even before China made a big gamble in recent months on green hydrogen to ease the effects of the Iran War’s hydrocarbon shock, the country’s electrolyzer manufacturers were already starting to dominate the industry. Now the first Chinese electrolyzer manufactured in Europe is due to be assembled in the coming weeks. RCT GH Hydrogen, a joint venture between the Jiangsu-based electrolyzer maker Guofu and the German technology company RCT Group, is on track to roll out its first unit in June, Hydrogen Insight reported Wednesday.
Representatives Jared Huffman and Jamie Raskin announced an investigation into the $1 billion offshore wind deal with the Trump administration.
Two House Democrats are going after TotalEnergies after the company ignored an earlier request to defend its $1 billion settlement with the Trump administration to walk away from offshore wind.
Jared Huffman, the ranking member of the House Natural Resources Committee from California, and Jamie Raskin, the ranking member of the House Judiciary Committee from Maryland, sent a letter on Wednesday informing Total’s CEO Patrick Pouyanné that they have opened a formal investigation into the company.
“We’re going to get every document, every email, every last receipt on this deal, and every person who had a hand in this is going to answer for it,” Huffman said in a press release. “What I have to say to TotalEnergies is this: Consider yourself on notice, we’re coming for you.”
The move comes just a day after the Trump administration announced two additional identical settlements resulting in the cancellation of two more offshore wind leases.
The letter states that Total’s March 23 settlement with the Interior Department was unlawful in “at least four separate ways.” It demands that Total preserve all records related to the deal and requests that it put the $928 million it was granted by the settlement into escrow until the investigation concludes.
Huffman and Raskin first reached out to the Interior Department and Total on April 6 requesting documents and communications between the two parties related to the deal by April 20. Neither party obliged. Shortly before the deadline, however, the Interior Department published the settlement agreements it signed with Total. The settlements “confirm and surpass our worst fears of what has taken place,” the two representatives wrote on Wednesday.
The settlements state that the agency would have ordered Total to suspend operations on the leases due to national security issues. This “appears to have been a fabricated justification for canceling the leases,” the letter says, citing a discrepancy between when the settlements suggest that the company had reached an agreement with the Trump administration — November 18 — and when the earliest reports of anyone reviewing the national security concerns occurred — November 26.
“That timeline raises the troubling possibility that the national security assessment was not merely pretextual, but also that TotalEnergies may have negotiated the final settlement agreement with full knowledge that the rationale for canceling the leases was false,” Huffman and Raskin write. The fact that Pouyanné has stated publicly multiple times that the company came to the Interior Department with the idea for the settlement supports that conclusion, they add.
Putting the timeline of national security concerns aside, the settlement disregards the law governing offshore wind leases, Huffman and Raskin argue. The Outer Continental Shelf Lands Act says that when the government cancels a lease that does not yet have an operating project on it, the company is entitled to the “fair value” of the lease at the date of cancellation. The nearly $1 billion figure — which is the amount the company paid for the two leases in 2022 — is “almost certainly a significant overpayment even under the most favorable reading of the statute,” the lawmakers write.
The letter also questions the use of the Department of Justice’s Judgment Fund, a reserve of public money set aside to pay for agency settlements. On one hand, Interior Secretary Doug Burgum recently characterized the payment as a “refund” in testimony before Congress — a type of payment that the Judgment Fund is not authorized to make. On the other hand, even if it was technically a settlement, it doesn’t meet the Judgement Fund’s standard of “a genuine contested dispute over liability or amount,” Huffman and Raskin write. The Interior Department never issued a stop work order to Total. Neither of the company’s projects had even started construction yet.
If the settlement is allowed to go through, the lawmakers warn, any future U.S. administration could repeat the formula to enact their own agenda. “The only requirements would be a hypothetical threat, a side agreement, and a check drawn from a permanent, uncapped federal account that Congress never authorized for this purpose,” they write.
Lastly, Huffman and Raskin accuse the Trump administration and Total of sticking an unlawful clause in the settlements that declare the agreements “not judicially reviewable.” They assert that only Congress has the power to restrict judicial review. Their letter declares that the provision “accomplishes nothing legally,” and characterizes it as evidence that the parties knew the deal would not survive scrutiny.
In addition to preserving records and putting the funds in escrow, the letter to Total again demands a list of documents related to the deal, providing a new deadline of May 13. We’ll see if the company feels compelled to comply. Huffman and Raskin would need the support of the full House to find Total in contempt of Congress, and it’s not clear they would have the numbers.
Emails between the Pennsylvania governor’s office and Amazon illustrate the difficulty of courting big business as anti-AI fervor explodes.
On March 6, Pennsylvania real estate mogul Brian O’Neill shot a panicked email to Benjamin Kirshner, a top state official, with a plea to the governor.
Amazon, wrote the property developer, had just told him “in writing, and I have sent you the e-mail, that they will not be doing any projects in Pennsylvania until they get certainty that the projects they have invested in can move forward. In conversations, they have pointed out to us that they have been appealed in EVERY project at EVERY turn,” O’Neill told Kirshner, Governor Josh Shapiro’s chief transformation and opportunity officer, referring to local governments rejecting the company’s permit applications. His own project in the Philadelphia suburb of Conshohocken had been blocked in November.
O’Neill then pleaded for the governor to “make sure we are not going to get appealed frivolously by people who just want to slow us down for sport like Amazon,” asking the governor to force those who challenge zoning decisions to post a bond double the value of the project. “If a $2 billion development is postponed due to an appeal, they should have to post a bond for $4 billion,” he wrote.
Kirshner forwarded the request to top officials in the Shapiro administration with a “FYI.”
What if anything came out of this correspondence we don’t know. The Shapiro administration told me it did not respond to O’Neill’s email. When asked if it supported his idea, the governor’s office declined to say, simply stating that the idea would require legislation, which has not been introduced. A representative for O’Neill told me they would supply a response but did not follow up. When asked about the email, Amazon gave me a statement from an unnamed spokesperson stating the company “has a deep and ongoing commitment to Pennsylvania.”
The whole exchange exemplifies the mess Shapiro — or any governor and future presidential hopeful — finds themselves in as an AI data center boom they welcomed runs headlong into a bitter backlash.
Shapiro is not the only state executive being forced to respond to the loud and opposing interests of real estate developers and voters concerned about the rapid pace and lack of transparency of the AI buildout. In Maine, Governor Janet Mills last week vetoed a statewide data center ban, much to the chagrin of the Democratic voter base she’ll need to win a U.S. Senate primary against insurgent progressive upstart Graham Platner.
On the one hand, there’s a lot for a governor to love in the explosion of data center development. The AI revolution has helped Pennsylvania’s economy grow during an overall difficult moment for the U.S. economy. Having announced last June that he was going “all in on AI,” Shapiro has coaxed billions of dollars in Big Tech investment to his state. Reports pin the planned data center investment in Pennsylvania at $100 billion total. Roughly a fifth of that total is from Amazon, which in 2025 announced that it would build more than $20 billion in AI infrastructure in the Commonwealth.
On the other hand, Pennsylvania — a key battleground for anyone seeking the White House — has become a bellwether for the country’s fears about data centers. Many in the state are worried the developments could disrupt the energy grid and raise electricity bills. Depending on how they’re designed, these projects can either be boring box-shaped structures running computers and generating tax revenue or noisy polluters draining local aquifers.
Since late 2024, 26 data center projects have attracted at least some degree of public opposition in Pennsylvania, according to the Heatmap Pro database, which shows the frustrations are widespread across regions, political affiliations, and socioeconomic classes. Most local complaints have focused water consumption, noise, energy consumption, and pollution. My own reporting has also found secrecy to be a major complaint; real estate developers are in many cases getting approval to build data center campuses without telling the public who may inherit these facilities after they’re completed.
Emails obtained by Heatmap News from a grassroots organizer in rural Pennsylvania provide a glimpse into how Shapiro has navigated the intensifying drumbeat against data centers. These records — more than 150 pages of correspondence between Shapiro’s office, Amazon, and others in the tech and real estate industries — paint a vivid picture of how the rumored 2028 Democratic presidential contender initially sought to woo Amazon, then sought to balance that pro-business approach with rising angst against AI and data centers.
For example, in April 2025, months before Amazon announced its $20 billion investment, Shapiro’s office offered the tech giant “exclusive early access” to a permitting fast track program not yet available to the public. Kirshner described the provision to Amazon as an “enhanced permit coordination framework established specifically for Amazon Web Services (AWS) development projects within Pennsylvania.” According to a memo included in the emails bearing the governor’s insignia, the state would help AWS “be among the first companies” to utilize a new program that lets third-party contractors complete parts of the permit application review process.
This program — known as SPEED, or Streamlining Permits for Economic Expansion and Development — was created through state law in July 2024. Under the program, companies seeking specific environmental permits are granted permission to use approved outside hires to review applications and then give those recommendations to the state for use in decisions on permits. The goal of this is to expedite permit reviews overall.
Even though the program was created in 2024, it takes time to stand up a new government program like this. Members of the public were given formal access to apply for the SPEED program at the end of June 2025. This was months after the “exclusive” offer was sent to Amazon.
Notably, the memo is labeled “subject to a non-disclosure agreement dated effective as of Feb. 15, 2024.” The use of NDAs between governments and data center developers is controversial because the agreements swear public officials to secrecy, making them answerable not to the public but rather to private entities within the scope of the contract. In Minnesota, lawmakers have explicitly tried to shed light on data center development by banning local political leaders from entering into NDAs. So controversial is this practice that Microsoft issued a public pledge to stop using NDAs with local governments.
Rosie Lapowsky, Shapiro’s press secretary, confirmed in a statement to me that the administration had given Amazon advance notice of the SPEED program and offered to help it navigate the permitting process, but said that AWS has not so far used the program for any projects.
As for the NDA, it’s not clear what the terms of the agreement referenced in the offer were, who in the office signed it, and whether Shapiro himself was bound by it. This is not the first time NDAs have come up within the Shapiro administration, however. Spotlight PA, an investigative news outlet, reported in 2023 that members of his transition team signed NDAs.
Amazon declined to say whether it had asked anyone in the Shapiro administration to sign a NDA. Shapiro’s office would not provide additional information on whether the governor, any top state officials — including Kirshner, the main signatory of the memo — or any of the governor’s staff are under a NDA with Amazon.
I obtained this window into the Shapiro administration from Colby Wesner, vice president of the grassroots organization Concerned Citizens of Montour County in Pennsylvania. By day, Wesner works in pediatric medicine, but he’s become a well-known figure in tech-anxious corners of Facebook for posting simple videos in which he details the findings of public records requests he submits to attempt to understand Amazon’s data center development practices in the Keystone State.
He first became involved in the fight against data centers, he told me, when developer Talen Energy asked Montour County to rezone hundreds of acres for industrial use. As I chronicled in February, Wesner and others suspected it was for an Amazon data center, but local officials wouldn’t say. Activists grew especially frustrated with this silence after discovering that county staff and at least one county commissioner had signed NDAs against discussing data center development. Wesner wound up discovering that one project was indeed for Amazon, and his video unveiling his findings sparked a local outcry.
“The more you learn, the more you crave to get more information to figure out how secretive these projects generally are, and how non-transparent the state government is,” Wesner told me. “Me personally, I feel obligated to keep doing this because it started from our small county, but Pennsylvania counties across the state are reeling from this.”
To be clear, there are some data center projects in Pennsylvania that Amazon has gotten behind publicly as it sought to develop them, such as this one in Salem Township and this one in Falls Township. Shapiro mentioned both projects in his June 2025 speech announcing Amazon’s $20 billion data center investment in the state, which he said was the single largest capital investment in the Commonwealth’s history.
“Our administration is actively engaged with Amazon on additional sites in our Commonwealth, helping them to secure local support, developing the infrastructure needed to support more data centers and ensure our permitting process works quickly,” Shapiro said at the time, crediting these investments to faster permits that “give confidence to companies like Amazon that their projects will get built on time.”
The emails from Wesner show that Amazon was involved in another project in the state it has not yet confirmed to date: Project Hazelnut in Hazle Township, which is currently under development by real estate firm NorthPoint.
According to tech trade publication Data Center Dynamics, the first public reference to Project Hazelnut was actually from Shapiro, who embraced the project site as a preferred location for tech development and faster permitting. In November 2024, he hosted an event there to publicize a new executive order establishing a statewide “permit fast track” program and identified Project Hazelnut as one of the first to benefit. In a press release, his office said the project was a “transformative technology campus” that “exemplifies Governor Shapiro’s commitment to growing Pennsylvania’s economy all across the Commonwealth by improving permitting processes, reducing delays, and increasing our competitiveness by ensuring government operates at the speed of business.”
It was apparently only afterward, in January 2025, that residents in the surrounding Hazle township learned what Project Hazelnut was: a roughly 1,300-acre campus that would purportedly include 15 data center buildings.
Over the months that followed, getting Hazelnut built was clearly on the Shapiro administration’s minds, as its permitting status was listed alongside the Salem and Falls township projects in the “exclusive” permitting benefit the governor’s office offered the tech giant in April 2025. The memo states that NorthPoint, not Amazon, is “the developer,” but also says Amazon would work on submitting air and storage tank permitting information. Elsewhere in the memo it states that Amazon’s public association as developer of the Salem project led to “multiple challenges” in the permitting process.
Over the summer, Ethan Dodd, a reporter for Real Clear Politics’ Pennsylvania blog, reached out to Amazon asking questions about Project Hazelnut and other data centers in Pennsylvania. “Governor Shapiro’s office thought you would be best to answer these.”
This email immediately led to worries at Amazon. “It appears from the inquiry and the fact that the Gov’s office has directed the reporter to Amazon for more details they may have outed us on a project,” wrote Preston Grisham, who was then a D.C.-based policy lead at Amazon, to Becky Ford, an executive on Amazon’s economic development team.
Ford then forwarded these concerns to Shapiro’s office. “Please see the inquiry below,” Ford wrote to Kirshner and Rick Siger, head of Pennsylvania’s Department of Community and Economic Development. She asked to know who told the reporter to contact Amazon and said Hazelnut was not a site they had “disclosed.”
“In talking to the team we absolutely did not confirm or discuss anything about AWS and Hazelnut,” Siger replied, accusing local residents of “speculating about AWS at Hazelnut — though we did not comment/confirm.”
Kirshner followed up, accusing the reporter of “attempting to create a narrative” and adding: “We did absolutely not tell this reporter that Northpoint was AWS.”
Months later, locals succeeded in pressuring Hazle to reject Project Hazelnut. NorthPoint has appealed the denial in court, as state environmental regulators under Shapiro have continued to advance the project’s environmental permit applications. NorthPoint did not respond to requests for comment. Amazon did not comment on whether it is involved with Project Hazelnut.
Hazelnut’s continued progress is happening as at least one data center project benefiting from the state’s fast-track permitting programs has stalled out. Earlier this week, The Washington Post reported that the permitting application for Project Gravity, another large would-be tech hub, had been put on hold pending additional information from the developer. As in the case of Hazelnut, locals in the tiny township of Archbald learned that Gravity would be a sprawling data center campus, one of a multitude of data center proposals in the area causing chaos between residents and local leadership.
Lapowsky stressed in the statement to me that state agencies in charge of permitting handle applications based on existing law, which includes opportunities for public input and appeal.
Amidst this anger, Shapiro has started to work rhetoric into his public comments saying he feels the pain of places like Hazle. In his February State of the State address, he laid out what he called “the Governor’s Responsible Infrastructure Development” principles, or GRID. He said that these standards, developed by his administration “in consultation with the community,” would “hold data centers accountable to strict standards if they want our full support.”
Three of the four standards struck me as standard fare. Developers would need to bring their own power or pay for new generation; companies would need to hire and train local workers; and they would need to commit to high environmental protection standards. One, though, stood out to me: Shapiro would make developers “commit to strict transparency standards.”
“Too many of these projects have been shrouded in secrecy, with local communities left in the dark about who is coming in and what they’re building,” he said. “That needs to change.”
The same day Shapiro gave that speech, Siger wrote Amazon to assure them the principles “are intended to be voluntary and Shapiro is “not proposing to ban or even discourage data centers or other large loads that don’t agree to implement them from siting here.”
Shapiro’s team also wanted to make sure Amazon got an advance look at the official “principles” before they were made formal and effective. On March 18, Shapiro’s deputy chief of staff Samuel Robinson wrote Ford and Merle Madrid, an Amazon lobbyist, with a “feedback draft of the principles” ahead of plans to “finalize and make the Principles public shortly.”
Amazon may have seen these principles, but I haven’t, and neither have most Pennsylvanians. More than two months since the State of the State address, Shapiro’s office has yet to release a formal outline of the governor’s data center development principles. The “feedback draft” itself wasn’t included in the cache of emails, nor was Amazon’s response, nor is it clear whether any other large tech companies may have received an advance consultation copy.
In the statement provided by the governor’s office, Lapowsky told me that the Shapiro administration is working to finalize and implement these standards and will release more details in the coming weeks, pointing to the GRID principles as outlined in the governor’s speech.
“These standards make clear that if companies want the Commonwealth’s full support — including access to tax credits and faster permitting — they must meet strict expectations around transparency, environmental protection, and community impact,” Lapowsky said. “This is about setting a higher bar for projects, not lowering it, and ensuring development happens responsibly and in a way that benefits Pennsylvanians.”
What we do know is that Shapiro last year was generally sympathetic to hearing Amazon’s needs, too. In the only message from the governor himself that appears in the emails — an August 2025 note sent to Matt Garman, CEO of Amazon Web Services, after the two saw each other in Pittsburgh — Shapiro writes, “We are thankful and excited about AWS’ historic investment and I agree that our teams continue to work very well together and we continue to be committed to your success in PA. We also look forward to the Fall announcement of the additional sites in PA, and would love to collaborate and maximize the impact of those announcements and share the story of positive economic and community outcomes together.”
He concluded the email: “My door is always open should you have issues or ideas you wish to discuss. Please keep in touch.”