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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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SoftBank’s error and Nvidia’s scandal suggest data centers may have already peaked as an economic and energy trend.
This is Heatmap Daily, a weekday digest written by our executive editor. Subscribe here.
Covering energy and climate change sometimes means seeing certain stories in a different light than others. And a particularly vivid hue illuminated The Wall Street Journal’s report today that the Japanese conglomerate SoftBank Group is taking a $3.7 billion loss on several gigawatts’ worth of natural gas turbines.
For the Journal, the big news is that SoftBank and its billionaire founder, Masayoshi Son, are failing to capitalize on the artificial intelligence boom. But at Heatmap, we’re thinking about the turbines.
The data center boom and the return of electricity load growth has depleted the world’s supply of natural gas turbines. SoftBank had purchased reservations for about 13 gigawatts of turbines, according to the Journal. That’s a staggering amount of electricity — it could meet New York City’s maximum power draw on the hottest part of a summer’s day. The conglomerate now seems set to dump reservations for about four gigawatts’ worth. Keeping a reservation, it turns out, really is harder than making it.
Most of those rotors were reportedly from GE Vernova, one of the world’s largest producers of gas turbines. GE Vernova’s order list for gas turbines has been filled for nearly two years and the waiting list now stretches into 2031. That has led data center developers, hungry to get power as soon as possible, to reach for ever dirtier forms of electricity generation, including diesel generators and even old jet engines.
On that front, SoftBank’s failure to sell the turbines to a higher bidder suggests (albeit weakly) that demand for energy-producing assets might not be as strong as the AI boom’s backers once thought. SoftBank was already set to send about 9 gigawatts of turbines to the enormous Trump-backed OpenAI data center in Pike County, Ohio. The roughly remaining four gigawatts will be released back their manufacturers. (One thing this news can’t quite tell us, alas, is what type of turbine set-up will be used in the Pike County facility, which will be the world’s largest gas-fired power plant if it is build to completion. Recent public filings have suggested the facility isn’t planning on using any turbines in the more efficient combined-cycle configuration, which would mean the plant’s carbon intensity will be worse than most other new natural gas plants. But we’d love to hear any tips on this front.)
To zoom out for a second, I’m struck by how the AI bubble has been replaced by an AI muddle. As I wrote this, news emerged that Nvidia is preparing to fire its CEO, Jensen Huang, for his affair with a Chinese woman who is alleged to be a spy. (He had at least one more affair with another Nvidia executive, according to The New York Times.) Under Huang’s leadership, Nvidia has invested in a sprawling and sometimes circular network of energy-related companies, including Emerald AI, a startup that helps data centers flex their electricity consumption, and Redwood Materials, a battery recycler and producer led by the former Tesla executive J.B. Straubel. Huang has used Nvidia’s enormous balance sheet to buy down the risk of other AI and AI-related companies, propelling the overall AI trade to become the biggest story in American markets.
Now that balance sheet is in peril: Nvidia’s stock is already down 11% over the past five days, and it has fallen another 8% in after-hours trading since news broke of Huang’s ouster. If the chip designer’s financial network began to fray — or even if the next CEO had a lower risk appetite than Huang — then its demise could impact a much larger set of firms.
Even before the Huang scandal broke, companies at the center of the AI trade were showing signs of weakness. Alphabet, Meta, and Microsoft are all down on the month. Nvidia was already lagging by about 10% on the month before its hebdomas horribilis began, too. The memory and chip makers Micron and Applied Materials are both down more than 25% in about the same period, and GE Vernova and Oklo have fallen nearly 20%. Although the data center company Coreweave rebounded on an earnings beat today, it’s still down 24% on the month and nearly 50% since May.
The market rout isn’t total — Anthropic seems likely to enjoy one of the largest IPOs ever in the next week (although perhaps not with quite as large a valuation as its investors once imagined). And the underlying technology of AI seems to be getting worryingly better all the time. But even though the politics of data centers and AI seem set to dominate the new Washington, I’m wondering if data centers as a mainstream economic trend might have already peaked. Americans voted for a more subdued AI boom in the midterms. Now it seems like they might get it ahead of schedule.
Lunar Energy’s latest AI-powered system aims to integrate EVs into the automated demand response mix.
In theory, it’s straightforward to assemble the smart energy home: Solar panels, home backup batteries, and electric vehicles, plus smart thermostats, heat pumps, and water heaters — all the individual pieces can be had for the homeowner who can afford the up-front cost. The challenge is getting all those pieces to talk to one another.
Bay Area-based Lunar Energy is one of the tech firms that’s been trying to crack this problem. Today, it announced an upgraded version of its artificial intelligence-powered home energy control system, which not only integrates all those separate systems but also responds tactically to energy markets. CEO Kunal Girotra told me Lunar AI saves its users money by monitoring their home 24/7 and making decisions to charge, not to charge, or discharge so that they save the most money.
“Utilities are all moving to almost-real-time changes of rates,” he said. “You need software to handle that for you. I think that the race is on for who has the best AI machine learning algorithms to save the most amount of money. And so far, we seem to have a head start.”
Lunar’s first-generation system focused on generation, storage, and control. In other words, it connected elements like a home’s rooftop solar panels with the backup battery the residents might keep in the garage, using the AI to decide when to meet the home’s real-time energy needs with solar versus grid energy versus stored power. What it didn’t have was the ability to work with electric vehicles to manage charging and use the car’s battery as a bonus source of energy.
To fix this, Lunar has built its own bidirectional EV charger — one that can charge up the battery or discharge the car’s battery for a secondary use, like backing up the home’s power supply. Girotra, formerly the head of Tesla Energy, told me the problem with that functionality to this point has been the connection point between the car and the home electrical system. Carmakers and other companies in the space didn’t have the deep experience with electrical certifications to make the process seamless, he tells me. That led to setups like the original Ford Charge Station Pro, which required several different wall-mounted electrical boxes to connect the F-150 Lightning EV to the home.
Lunar’s charger is built to connect to its customers’ existing home Lunar energy system, which includes a microgrid interconnect device they call Lunar Bridge that islands the home in case of a power outage on the grid. In that way, the power stored in the EV battery is ready to back up the home in case of a blackout without any additional work — or to be optimized as part of a fully smart home that’s making money as part of a virtual power plant.
The company’s setup allows for another fun feature: “slow” charging that’s not slow at all, but actually two or three times as fast as the Level 2 charging most EV owners use to recharge their batteries overnight. Electric cars in the U.S. can typically take on only about 11 kilowatts of AC power from one’s home because of the limitations of their on-board hardware. Because Lunar’s system is fully DC, however, Girotra said the company decided to build a DC home charger, one that — like a Tesla Supercharger or other DC fast chargers out in the world — isn’t limited by that power cap. Lunar said it could use a combination of power from the grid, home solar, or home batteries to charge an EV at up to 25 kilowatts. That’s enough to recharge an EV in three to four hours rather than six to eight.
“If the standards get high, and if everybody sees cars can get charged in three hours, then all of a sudden people are like, ‘Wow, this is how I want it,’” he said. “Especially for 25% of the users who are like me, who always are running low on charge and they don’t mind a boost every now and then.”
Some of the other improvements in the second-gen system are more incremental. An inverter that’s 40% more powerful helps Lunar get its system up to enterprise scale. That’s crucial, as the world moves toward a place where more homes and businesses employ battery backup systems. Lunar’s new batteries come in modular 5 kilowatt-hour blocks ranging from 10 kilowatt-hours to 30 kilowatt-hours in a single unit and scale up to 300 kilowatt-hours for home or small commercial use; there’s also new pad-mounted configurations with capacity up to 1 megawatt-hour.
Batteries, though, are the simple part. Everyone from EV makers like Rivian to utilities like Octopus Energy is racing to make a person’s or a business’s batteries and solar panels and electric cars work for them, using the power of AI to account for moment-to-moment changes in energy prices and supply. Lunar’s new tech makes the case that the most important element is a single brain to integrate every last smart, electrified thing in your house.
The fundraise comes on the heels of a $50 million grant from the Department of Energy.
Almost all lithium-ion batteries on the market rely on graphite for their anodes, more than 90% of which is processed in China. That concentration has created a chokepoint in the Pentagon’s supply chain as the military increasingly turns to batteries to help its transportation network operate more quietly and reduce reliance on complex refueling logistics.
So when Congress passed the latest National Defense Authorization Act at the end of 2025, barring Chinese-linked battery materials from military use starting in 2028, Coreshell saw an opening. While the California-based silicon-anode battery startup had previously focused on automakers as its beachhead customers, it’s now shipping its first battery cells to the military for use on Navy ships and Army ground vehicles. On Wednesday, Coreshell announced a $30 million Series B to scale up manufacturing operations to meet the needs of this growing customer base.
“We’re entering a new stage where we’re no longer, I would say, demand limited,” Coreshell’s CEO Jonathan Tan told me. “This year we’ve had to put on second and third shifts, work nights and weekends, just to get the product out the door.”
Coreshell sets itself apart by going a step further than the NDAA requires. The law doesn’t make suppliers trace battery materials all the way back to the mine, which would be exceedingly difficult given China’s dominance across the battery supply chain. But Coreshell has nevertheless eliminated Chinese sourcing from its anodes by replacing graphite with silicon mined and refined in the U.S. by Ferroglobe, one of its Series A investors.
Ferroglobe and global investment firm Access Industries led the latest round, with defense contractor ADS also joining as a new strategic investor. The financing comes on the heels of a $50 million Department of Energy grant that Coreshell secured in August as part of a program to strengthen the domestic battery supply chain. That funding will support the company’s first commercial-scale facility, a 2-gigawatt-hour factory.
That’s about 20 times the size of the 100-ish-megawatt-hour plant the startup had originally envisioned, as the DOE grant has allowed Coreshell to “expand much further than we were originally expecting,” according to Tan. The company is now evaluating several potential U.S. sites and expects to announce its selection early next year. For now, it relies on unnamed contract manufactures, along with its small pilot line in San Leandro, to produce its cells. But once the gigafactory gets up and running, the startup plans to bring electrode production in house by 2028, followed by full cell assembly in 2029.
Building this plant will ultimately require significant additional capital. But Tan believes this latest vote of confidence from the federal government will help Coreshell to diversify its capital stack as it continues to fundraise. “That’s one of the great things about having such a notable DOE award is that it also allows us to attract multiple forms of capital,” he told me.
Silicon has long been recognized as a promising alternative material for battery anodes, as it can store far more energy than graphite. The catch is that it tends to swell during charging, causing it to break down quickly and ultimately leading to a much shorter cycle life. Coreshell says it’s extended its anode’s lifespan by giving it a proprietary coating, which Tan told me back in April essentially means “painting the inside of your battery” with an ultra-thin protective layer.
Other companies, such as Sila Nanotechnologies and Group14 Technologies, are also working to commercialize silicon anodes. But Coreshell says many of its competitors rely on more highly engineered, expensive forms of silicon, such as silane gas. By contrast, Coreshell uses metallurgical silicon, a cheap, raw commodity already widely used in aluminum alloys. That, Tan argues, gives the company a cost advantage not only over its competitors, but potentially Chinese graphite too.
Coreshell hasn’t yet demonstrated that its cells can meet the performance demands of the automotive industry, however. When the company raised its Series A in early 2025, it said it expected its automotive cells to exceed 1,000 charge cycles while retaining 80% of their original capacity. But Tan told me many defense applications don’t require such demanding performance targets, as Navy ships and ground vehicles are “not intending to have as many miles or missions or use cases on that same battery” as a consumer EV would.
That doesn’t mean the company is abandoning its automotive ambitions. As Tan pointed out, electric vehicles remain by far the largest source of global and domestic battery demand. “It’s natural for us to obviously utilize the security supply chain first,” he told me. “That allowed us to really get to commercialization, revenue, and production faster, because automotive qualification is this longer journey. But ultimately, we want to do both of those and more.”