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A peek inside the playbooks of four climate advocacy orgs.
A new Trump administration’s climate agenda will be much the same as the old one.
Project 2025, the 920-page instruction manual for an incoming Republican administration from the conservative Heritage Foundation, calls for eliminating the Department of Energy’s Office of Energy Efficiency and Renewable Energy, its Loan Programs Office, and the Advanced Research Projects Agency-Energy (ARPA-E) — and so did its 2017 equivalent. Every Trump budget included cuts to these programs. The Trump administration rewrote emissions standards, attempted to prevent states from enforcing more stringent guidance, and reduced the social cost of carbon. Project 2025 outlines most of these same changes and more.
Environmental and climate-focused groups played a key role in fighting those climate policies last time around. Along with state attorneys general, these groups filed lawsuits against regulatory changes and worked with business groups to build support for federal action on climate. The game plan, say people working for some of those same climate advocacy groups today, would be much the same for round two.
At the same time, though, the political questions have grown more complex, even for programs once considered ideologically neutral. If Republicans control one or both houses of Congress, in addition to the White House, how will climate advocates convince Republican lawmakers even to preserve existing law, let alone continue advancing a decarbonization agenda?
After talking with four different climate-focused groups — the Sierra Club, Evergreen Action, Third Way, and the Energy Futures Initiative Foundation, each of which has a different approach to clean energy advocacy — I was left with four takeaways for how they’ll attempt to handle a second Trump administration.
No organization I contacted provided a specific plan for a second Trump administration. But Sierra Club, Evergreen, and Third Way all said they’re working on dual tracks, charting a course to continue supporting the Biden administration’s climate policy both now, as the administration scrambles to finalize regulations, and under a potential second term from either Biden or Trump.
“There’s certainly planning going on amongst enviros, as there always is around these times, of what the next four years could look like,” both for a Biden and for a Trump presidency, Patrick Drupp, Sierra Club's director of climate policy, told me. “We should be prepared that every single thing we liked and praised in [the Biden] administration would come under fire” in the event of a Trump victory, he added.
A second Trump administration would, for instance, almost certainly attempt to scale back new rules on soot pollution, mercury and air toxics standards at power plants, and the recently tightened limits on tailpipe emissions, Drupp said — effectively “anything at EPA.”
Drupp’s team is working to game out what policies and rollbacks might come first. If and when they happen, the Sierra Club will swing into action to explain “what it means when you roll back these regulations,” he said. “They have important real-life consequences for folks.” Sierra Cub also has a whole legal team separate from Drupp’s policy shop, and he said his colleagues would very likely sue to block efforts like these, as well.
Evergreen will make its case against Trump — i.e. “explain why bad ideas are bad,” as Craig Segall, vice president at Evergreen Action, a climate policy and advocacy offshoot of Jay Inslee’s 2020 presidential campaign, put it to me.
“This is an election that matters on geologic timescales,” Segall said. “It’s our job to put forward that case — and also to talk about how the Biden administration and the states can and should do better in a second term.” Segall pointed to Michigan’s new clean energy standard as an example of aggressive state policy that would be difficult for a Trump administration to undermine. And he highlighted Georgia as a state less ideologically interested in climate change but still benefiting from clean power investment.
Then there’s the Inflation Reduction Act. Project 2025’s chapter on the Department of Energy lists repealing IRA as its first specific policy goal. While the IRA has helped drive the largest buildout of clean energy in American history, as of 2023, most Americans hadn’t heard of it, according to a Heatmap poll.
Without the IRA, growth in renewables would continue, Ryan Fitzpatrick, Third Way’s senior director of domestic policy for climate and energy, told me. But it wouldn’t continue at the same pace, putting the U.S. behind on emissions reductions targets and limiting its ability to keep up in a global competition to manufacture clean energy technology.
The IRA’s success — and survival — could depend on the extent to which Republican lawmakers are willing to quietly embrace it, as Emily Pontecorvo pointed out last summer. With significant investments flowing to the Republican-led Battery Belt states, one line of argument would posit that red state politicians have incentives to protect economic activity in their district.
Members of Congress might be enthusiastic about budget cuts in the abstract, but when those budget cuts come to their districts, those members lose interest, argued David Ellis, a senior vice president of policy and outreach at the Energy Futures Initiative Foundation. Given how much the uptake of IRA’s tax credits has outpaced initial projections, Ellis described it as among the most immediately impactful pieces of legislation passed in recent memory. That will make it “very hard to undo,” he said.
There are reasons to think that line of reasoning might not hold up — a University of Texas at Austin study showed that Texas state senators with renewable energy investment in their districts were no more likely to support pro-renewables policy than senators without. Republicans will likely try to overturn the IRA regardless of the political implications, Drupp said. “How long did it take before Republicans stopped trying to overturn Obamacare?” he said. “I think it's similar.”
It took until 2017, seven years after President Obama signed the Affordable Care Act into law, for that legislation to achieve majority approval in tracking polls. That uptick in sentiment came as Congress very nearly repealed the law, before a handful of Republican senators famously squashed those efforts.
But the ACA wasn’t just popular because Republicans were trying to repeal it. Its approval ratings also came from the fact that Americans were feeling the impact of the law, Sarah Kliff and Dylan Scott argued for Vox in 2017.
The analogy between the IRA and the ACA is imperfect, Fitzpatrick said. Still, it underscores the basic political principle at play. If more Americans can understand the benefits the IRA offers them, they’ll be more hesitant to overturn it.
“For that comparison to hold, the average American person, family, business owner has to be able to see a real impact on the things they care most about,” Fitzpatrick said. If Americans can understand the pocketbook and energy reliability impacts of the IRA in addition to its impact on climate, that could put it off-limits.
Third Way is trying to emphasize to Democrats that they, in turn, need to emphasize the benefits of the IRA when they talk to voters. “We also need to make sure that advocates, people who are influential in communities across the country, understand not just that this isn't just a lefty priority,” Fiztpatrick said, noting Third Way’s work with educational organizations aimed at grassroots audiences. “This isn't just about climate change. There are benefits that are reaching them in their communities.”
Along with labor groups, business will also prove to be another key constituency in any fight over the IRA, Segall told me. IRA repeal is “clearly a high priority” for some conservative lawmakers — but “there are now billion-dollar industries that are correctly reckoning they have to decarbonize to stay competitive,” he said. Nissan and General Motors, for instance, told the Financial Times that the end of the IRA might spell trouble for their American electric vehicle businesses.
The president cannot unilaterally eliminate either a department or a Congressionally authorized office within a department. But Congress can.
Republicans controlled at least one house of Congress for all four years of the Trump administration, and yet proposed cuts to EERE, ARPA-E, and other climate-focused offices in the Department of Energy never came to fruition. In 2017, six Senate Republicans — including Sen. Lindsey Graham and former Sen. Lamar Alexander, then chair of the Senate appropriations subcommittee for DOE — wrote a letter to express their support for the programs.
“Energy investment across the board came out of the first Trump administration, if not unscathed, certainly less damaged than other parts of the government,” Ellis said.
Next time around, Project 2025 calls for eliminating the DOE’s Office of Clean Energy Demonstrations, its Office of State and Community Energy Programs, ARPA-E, the Office of Grid Deployment, and its loan program, and EERE. But just because things didn’t go according to plan last time doesn’t mean those programs are safe.
Ellis told me that Congressional Republicans are now much more beholden to the Trump platform than they were in 2017. “The early signs are not good that a Republican Congress would do anything to restrain Donald Trump, given the fact that they're falling in lockstep behind him,” he said. That leaves the offices that have served as incubators and provided funding for nascent clean energy technologies and projects more vulnerable than before.
Sen. Alexander retired in 2021. The new ranking Republican on the subcommittee that handles DOE appropriations is Louisiana Sen. John Kennedy, who has criticized the Biden administration’s energy policy but has not called loudly for cuts.
Fitzpatrick said he’s hopeful that a bipartisan group of lawmakers will step in to prevent anything drastic — but he noted that could be more challenging given what he described as the “ideological bent” Trump has projected onto research and development funding for energy, which had previously enjoyed consistent bipartisan support. One example: The Energy Act of 2020, which Ellis described as a “smorgasboard of bipartisan energy innovation efforts,” which passed under Trump.
Third Way, he noted, will look to educate a wide range of policymakers — key appropriators included — on the benefits of various DOE programs.
Even if Congress holds budgets relatively stable, a Trump DOE will have bureaucratic levers to pull to slow the work, both Fitzpatrick and Drupp said. That could mean allowing workforce attrition, sitting on reports, gumming up the process of offshore wind approvals, rubber-stamping new fossil fuel infrastructure, failing to conduct research directed by appropriations, or slowing the pace of loans.
A Trump administration could also wipe out hallmark Biden policies by executive order, such as the Justice40 initiative to bring 40% of the benefits of federal climate and clean energy investments to disadvantaged communities, Ellis added. (Project 2025 does not call for its elimination, but calls it an “innocuous”-sounding program that runs the risk of politicizing energy.)
Project 2025 lays out a long list of changes for the Environmental Protection Agency: Pausing any research contract worth over $100,000, closing the Office of Environmental Justice and External Civil Rights, preventing California from enforcing emissions restrictions on greenhouse gasses, and making it easier for the agency to approve pesticides.
Many more regulations — surrounding ozone and particulate pollution, mercury and air toxin pollution, heavy duty truck emission standards — could be rolled back or changed, said Drupp.
“It becomes hard when everything you love and care about is under attack,” he told me. “How do you prioritize that?” Collaboration will prove critical, Drupp noted — different organizations will attempt to figure out how best to allocate their resources.
During the first Trump administration, the “big greens,” community groups, and dozens of states filed lawsuits that helped stifle regulatory changes, Segall pointed out. The length of the regulatory process will extend the time horizon of any possible regulatory change. Although the Trump administration announced its intent to repeal the Clean Power Plan in 2017, it failed to unveil a new plan before 2019. That plan, in turn, remained tied up in court until one day before Joe Biden’s inauguration.
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On power plant emissions, Fervo, and a UK nuclear plant
Current conditions: A week into Atlantic hurricane season, development in the basin looks “unfavorable through June” • Canadian wildfires have already burned more land than the annual average, at over 3.1 million hectares so far• Rescue efforts resumed Wednesday in the search for a school bus swept away by flash floods in the Eastern Cape province of South Africa.
EPA
The Environmental Protection Agency plans to announce on Wednesday the rollback of two major Biden-era power plant regulations, administration insiders told Bloomberg and Politico. The EPA will reportedly argue that the prior administration’s rules curbing carbon dioxide emissions at coal and gas plants were misplaced because the emissions “do not contribute significantly to dangerous pollution,” per The Guardian, despite research showing that the U.S. power sector has contributed 5% of all planet-warming pollution since 1990. The government will also reportedly argue that the carbon capture technology proposed by the prior administration to curb CO2 emissions at power plants is unproven and costly.
Similarly, the administration plans to soften limits on mercury emissions, which are released by burning coal, arguing that the Biden administration “improperly targeted coal-fire power plants” when it strengthened existing regulations in 2024. Per a document reviewed by The New York Times, the EPA’s proposal will “loosen emissions limits for toxic substances such as lead, nickel, and arsenic by 67%,” and for mercury at some coal power plants by as much as 70%. “Reversing these protections will take lives, drive up costs, and worsen the climate crisis,” Climate Action Campaign Director Margie Alt said in a statement. “Instead of protecting American families, [President] Trump and [EPA Administrator Lee] Zeldin are turning their backs on science and the public to side with big polluters.”
Fervo Energy announced Wednesday morning that it has secured $206 million in financing for its 400-megawatt Cape Station geothermal project in southwest Utah. The bulk of the new funding, $100 million, comes from the Breakthrough Energy Catalyst program.
Fervo’s announcement follows on the heels of the company’s Tuesday announcement that it had drilled its hottest and deepest well yet — at 15,000 feet and 500 degrees Fahrenheit — in just 16 days. As my colleague Katie Brigham reports, Fervo’s progress represents “an all too rare phenomenon: A first-of-a-kind clean energy project that has remained on track to hit its deadlines while securing the trust of institutional investors, who are often wary of betting on novel infrastructure projects.” Read her full report on the clean energy startup’s news here.
The United Kingdom said Tuesday that it will move forward with plans to construct a $19 billion nuclear power station in southwest England. Sizewell C, planned for coastal Suffolk, is expected to create 10,000 jobs and power 6 million homes, The New York Times reports. Sizewell would be only the second nuclear power plant to be built in the UK in over two decades; the country generates approximately 14% of its total electricity supply through nuclear energy. Critics, however, have pointed unfavorably to the other nuclear plant under construction in the UK, Hinkley Point C, which has experienced multiple delays and escalating costs throughout its development. “For those who have followed Sizewell’s progress over the years, there was a glaring omission in the announcement,” one columnist wrote for The Guardian. “What will consumers pay for Sizewell’s electricity? Will it still be substantially cheaper in real terms than the juice that will be generated at Hinkley Point C in Somerset?” The UK additionally announced this week that it has chosen Rolls-Royce as the “preferred bidder” to build the country’s first three small modular nuclear reactors.
The European Union on Tuesday proposed a ban on transactions with Nord Stream 1 and 2 as part of a new package of sanctions aimed at Russia, Bloomberg reports. “We want peace for Ukraine,” the president of the European Commission, Ursula von der Leyen, said at a news conference in Brussels. “Therefore, we are ramping up pressure on Russia, because strength is the only language that Russia will understand.” The package would also lower the price cap on Russian oil to $45 a barrel, down from $60 a barrel, von der Leyen said, as well as crack down on Moscow’s “shadow fleet” of vessels used to transport sanctioned products like crude oil. The EU’s 27 member states need to unanimously agree to the package for it to be adopted; their next meeting is on June 23.
The world’s oceans hit their second-highest temperature ever in May, according to the European Union’s Earth observation program Copernicus. The average sea surface temperature for the month was 20.79 degrees Celsius, just 0.14 degrees below May 2024’s record. Last year’s marine heat had been partly driven by El Niño in the Pacific, so the fact that the oceans remain warm in 2025 is alarming, Copernicus senior scientist Julien Nicolas told the Financial Times. “As sea surface temperatures rise, the ocean’s capacity to absorb carbon diminishes, potentially accelerating the build-up of greenhouse gases in the atmosphere and intensifying future climate warming,” he said. In some areas around the UK and Ireland, the sea surface temperature is as high as 4 degrees Celsius above average.
Image: Todd Cravens/Unsplash
The Pacific Island nation of Tonga is poised to become the first country to recognize whales as legal persons — including by appointing them (human) representatives in court. “The time has come to recognize whales not merely as resources but as sentient beings with inherent rights,” Tongan Princess Angelika Lātūfuipeka Tukuʻaho said in comments delivered ahead of the U.N. Ocean Conference in Nice, France.
Microsoft, Amazon, Google, and the rest only have so much political capital to spend.
When Donald Trump first became a serious Presidential candidate in 2015, many big tech leaders sounded the alarm. When the U.S. threatened to exit the Paris Agreement for the first time, companies including Google, Microsoft, Apple, and Facebook (now Meta) took out full page ads in The New York Times and The Wall Street Journal urging Trump to stay in. He didn’t — and Elon Musk, in particular, was incensed.
But by the time specific climate legislation — namely the Inflation Reduction Act — was up for debate in 2022, these companies had largely clammed up. When Trump exited Paris once more, the response was markedly muted.
Now that the IRA’s tax credits face clear and present threats, this same story is playing out again. As the Senate makes its changes to the House’s proposed budget bill, tech giants such as Microsoft, Google, Meta, and Amazon are keeping quiet, at least publicly, about their lobbying efforts. Most did not respond to my request for an interview or a statement clarifying their position, except to say they had “nothing to share on this topic,” as Microsoft did.
That’s not to say they have no opinion about the fate of clean energy tax credits. Microsoft, Google, Meta, and Amazon have all voluntarily set ambitious net-zero emissions targets that they’re struggling to meet, largely due to booming data center electricity demand. They’re some of the biggest buyers of solar and wind energy, and are investing heavily in nuclear and geothermal. (On Wednesday morning, Pennsylvania’s Talen Energy announced an expanded power purchase agreement with Amazon, for nearly 2 gigawatts of power through 2042.) All of these energy sources are a whole lot more accessible with tax credits than without.
There’s little doubt the tech companies would prefer an abundant supply of cheap, clean energy. Exactly how much they’re willing to fight for it is the real question.
The answer may come down to priorities. “It’s hard to overstate how much this race for AI has just completely changed the business models and the way that these big tech companies are thinking about investment,” Jeff Navin, co-founder of the climate-focused government affairs firm Boundary Stone Partners, told me. “While they’re obviously going to be impacted by the price of energy, I think they’re even more interested and concerned about how quickly they can get energy built so that they can build these data centers.”
The tech industry has shown much more reluctance to stand up to Trump, period, this time around. As the president has moved from a political outsider to the central figure in the Republican party, hyperscalers have increasingly curried his favor as they advocate against actions that could pose an existential risk to their business — think tighter regulations on the tech sector or AI, or tariffs on key supplies made in Asia.
As Navin put it to me, “When you have a president who has very strong opinions on wind turbines and randomly throws companies’ names in tweets in the middle of the night, do you really want to stick your neck out and take on something that the president views as unpopular if you’ve got other business in front of him that could be more impactful for your bottom line?”
It is undeniably true that the AI-driven data center boom is pushing these companies to look for new sources of clean power. Last week Meta signed a major nuclear deal with Constellation Energy. Microsoft is also partnering with Constellation to reopen Three Mile Island, while Google and Amazon have both announced investments in companies developing small modular reactors. Meta, Google, and Microsoft are also investing in next-generation geothermal energy startups.
But while the companies are eager to tout these partnerships, Navin suspects most of their energy lobbying is now being directed towards efforts such as permitting reform and building out transmission infrastructure. Publicly available lobbying records confirm that these are indeed focus areas, as they’re critical to bringing data centers online quickly, regardless of how they’re powered and whether that power is subsidized. “They’re not going to stop construction on an energy project that has access to electricity just because that electricity is marginally more expensive,” Navin told me. “There’s just too much at stake.”
Tech companies have lobbied on numerous budget, tax, sustainability, and clean energy issues thus far this year. Amazon’s lobbying report is the only one to specifically call out efforts on “renewable energy tax credits,” while Meta cites “renewable energy policy” and Microsoft name-drops the IRA. But there’s no hard and fast standard for how companies describe the issues they’re lobbying on or what they’re looking to achieve. And perhaps most importantly, the reports don’t disclose how much money they allot to each issue, which would illuminate their priorities.
Lobbying can also happen indirectly, via industry groups such as the Clean Energy Buyers Association and the Data Center Coalition. Both have been vocal advocates for preserving the tax credits. The Wall Street Journal recently detailed a lobbying push by the latter — which counts Microsoft, Amazon, Meta, and Google among its most prominent members — that involved meetings with about 30 Republican senators and a letter to Senate Majority Leader John Thune.
DCC didn’t respond to my request for an interview. But CEBA CEO Rich Powell told me, “If we take away these incentives right now, just as we’re getting the rust off the gears and getting back into growth mode for the electricity economy, we’re really concerned about price spikes.”
The leader of another industry group, Advanced Energy United, shared Powell’s concern that passing the bill would mean higher electricity prices. Taking away clean energy incentives would ”fundamentally undercut the financing structure for — let’s be frank — the vast majority of projects in the interconnection queue today,” Harry Godfrey, the managing director of AEU, told me.
Being part of an industry association is by no means a guarantee of political alignment on every issue. Microsoft, Google, Meta, and Amazon are also members of the U.S. Chamber of Commerce — by far the largest lobbying group in the U.S. — which has a long history of opposing climate action and the IRA itself. Apple even left the Chamber in 2009 due to its climate policy stances.
But Powell and Godfrey implied that the tech giants' views are — or at least ought to be — in alignment with theirs. “Many of our members are lobbying independently. Many of them are lobbying alongside us. And then many of them are supporting CEBA to go and lobby on this,” Powell told me, though he wouldn’t reveal what actions any specific hyperscalers were taking.
Godfrey said that AEU’s positions are “certainly reflective of what large energy consumers, notably tech companies, have been working to pursue across a variety of technologies and with applicability to a couple of different types of credits.”
And yet hyperscalers may have already spent a good deal of their political capital fighting for a niche provision in the House’s version of the budget bill, which bans state-level AI regulation for a decade. That would make the AI boom infinitely easier for tech companies, who don’t want to deal with a patchwork of varying regulations, or really most regulations at all.
On top of everything else, big tech in particular is dealing with government-led anti-trust lawsuits, both at home and abroad. Google recently lost two major cases to the Department of Justice, related to its search and advertising business. A final decision is pending regarding the Federal Trade Commission’s antitrust lawsuit against Meta, regarding the company’s acquisition of Instagram and WhatsApp. Not to be outdone, Amazon will also be fighting an antitrust case brought by the FTC next year.
As these companies work to convince the public, politicians, and the courts that they’re not monopolistic rule-breakers, and that AI is a benevolent technology that the U.S. must develop before China, they certainly seem to be relinquishing the clean energy mantle they once sought to carry, at least rhetorically. We’ll know more once all these data centers come online. But if the present is any indication, speed, not green electrons, is the North Star.
Editor’s note: This story has been updated to reflect Amazon’s power purchase agreement with Talen Energy.
The new funding comes as tax credits for geothermal hang in the balance.
The good news is pouring in for the next-generation geothermal developer Fervo Energy. On Tuesday the company reported that it was able to drill its deepest and hottest geothermal well to date in a mere 16 days. Now on Wednesday, the company is announcing an additional $206 million in financing for its Cape Station project in Utah.
With this latest tranche of funding, the firm’s 500-megawatt development in rural Beaver County is on track to deliver 24/7 clean power to the grid beginning in 2026, reaching full operation in 2028. The development is shaping up to be an all-too-rare phenomenon: A first-of-a-kind clean energy project that has remained on track to hit its deadlines while securing the trust of institutional investors, who are often wary of betting on novel infrastructure projects.
The bulk of this latest financing comes from the Bill Gates-backed Breakthrough Energy Catalyst program, which provided $100 million in project-level equity funding. The energy and commodity trading company Mercuria provided $60 million in corporate loans, increasing its existing fixed-term loan from $40 million to $100 million. An additional $45.6 million in short-term debt financing came from XRL-ALC, an affiliate of X-Caliber Rural Capital, which provides loans to infrastructure projects in rural areas. That comes on top of a previous $100 million loan from the firm.
The plan is for Cape Station to deliver 100 megawatts of grid power in 2026, with the additional 400 megawatts by 2028. The facility has the necessary permitting to expand production to two gigawatts — twice the size of a standard nuclear reactor. And on Monday, the company announced that an independent report from the consulting firm DeGolyer & MacNaughton confirms that the project could expand further still — eventually supporting over 5 gigawatts of clean power at depths of up to 13,000 feet. The company’s latest drilling results, which reached 15,765 feet at 520 degrees Fahrenheit, could push the project’s potential power output even higher.
Traditional geothermal wells normally max out at around 10,000 feet, and must be built in locations where a lucky confluence of geological features come together: high temperatures, porous rock, and naturally occurring water or steam. But because Fervo can drill thousands of feet deeper, it’s able to access hot rocks in locations that weren’t previously suitable for geothermal development, pumping high-pressure water down into the wells to fracture rocks and thus create its own geothermal reservoirs.
The primary customer for Fervo’s Cape Station project is Southern California Edison, which signed a 320-megawatt power purchase agreement with the company last year, advertised as the largest geothermal PPA ever. Shell was also announced as a customer this year. Fervo is already providing 3.5 megawatts of power to Google via a pilot project in Nevada, which it’s seeking to expand, entering into a 115 megawatt PPA with NV Energy and the tech giant to further build out production at this location.
Fervo’s latest funding comes on top of last February’s $244 million Series D round led by Devon Energy, as well as an additional $255 million in corporate equity and debt financing that it announced last December. On top of investments from well known climate tech venture firms such as Breakthrough Energy Ventures and Galvanize Climate Solutions, the company has secured institutional investment from Liberty Mutual as well as public pension funds such as the California State Teachers’ Retirement System and the Canada Pension Plan Investment Board.
Fervo, like all clean energy startups, also stands to benefit greatly from the Inflation Reduction Act’s clean energy tax credits, which are now in jeopardy as President Trump’s One Big, Beautiful Bill works its way through the Senate. While Secretary of Energy Chris Wright has traditionally been a booster of geothermal energy and is advocating to keep tax incentives for the technology in place through 2031, the bill as it stands would essentially erase incentives for all geothermal projects that start construction more than 60 days after the bill’s passage.
Fervo broke ground on Cape Station in 2023, so that project will make the cut. For future Fervo developments, it’s much less clear. But for now, the company seems to be flush with cash and potential in a climate tech world awash in ill omens.