You’re out of free articles.
This Halloween, get 20% off using code ADVANCED
Log in
To continue reading, log in to your account.
Create a Free Account
To unlock more free articles, please create a free account.
Sign In or Create an Account.
By continuing, you agree to the Terms of Service and acknowledge our Privacy Policy
Welcome to Heatmap
Thank you for registering with Heatmap. Climate change is one of the greatest challenges of our lives, a force reshaping our economy, our politics, and our culture. We hope to be your trusted, friendly, and insightful guide to that transformation. Please enjoy your free articles. You can check your profile here .
subscribe to get Unlimited access
Offer for a Heatmap News Unlimited Access subscription; please note that your subscription will renew automatically unless you cancel prior to renewal. Cancellation takes effect at the end of your current billing period. We will let you know in advance of any price changes. Taxes may apply. Offer terms are subject to change.
Subscribe to get unlimited Access
Hey, you are out of free articles but you are only a few clicks away from full access. Subscribe below and take advantage of our introductory offer.
subscribe to get Unlimited access
Offer for a Heatmap News Unlimited Access subscription; please note that your subscription will renew automatically unless you cancel prior to renewal. Cancellation takes effect at the end of your current billing period. We will let you know in advance of any price changes. Taxes may apply. Offer terms are subject to change.
Create Your Account
Please Enter Your Password
Forgot your password?
Please enter the email address you use for your account so we can send you a link to reset your password:
Things could’ve been different in South Carolina.

As a climate-concerned citizen, one of the most discouraging things about Donald Trump’s all-but-inevitable confirmation as the 2024 Republican presidential nominee has been thinking about parallel universes.
I don’t just mean the ones where the conservative Supreme Court has a shocking change of heart and disqualifies him from the presidential ballot, or where Nikki Haley, against all odds, manages to win her home state primary on Saturday and carry the momentum forward to clinch the Republican nomination. I’m talking about an even greater fantasy: A world in which Trump doesn’t dominate the news cycle, in which South Carolina conservatives have a real debate about the energy transition, and in which the climate conversation hasn’t been set back years by culture war-mongering and MAGAism.
Laugh, sure, but squint and you can almost see it. South Carolina, where the 2024 campaign heads this weekend, is unique among early primary states for having a conservative base that is potentially more open to climate-related issues than people in Iowa or even Nevada. Though the state tracks closely with the opinions of the average American Republican on things like risk perception of global warming and policy support for green issues like regulating CO2 and renewable energy, South Carolina voters have also elected several conservative politicians unusual in their openness toward climate issues. Senator Lindsey Graham, who’s held his office since 2003, has been described as “too green for the GOP,” once even working with then-Senator John Kerry on a climate bill that would have capped greenhouse gas emissions. Even Haley, the state’s former governor, broke with most of the 2024 Republican primary field by saying she believes human activity is causing climate change and worsening extreme weather.
Graham and Haley’s environmental records are far, far from ideal. Still, their unlikely receptiveness to at least some climate science seems to suggest a constituency with a certain level of open-mindedness about green policies. The polls appear to back this up, too: In a summer 2023 study by Conservatives for Clean Energy-South Carolina, more than seven in 10 general election voters in the Palmetto State said they support the continued development of renewable clean energy; the same number said they believe in climate change.
Again, this is only natural when you look at what’s happening in the state. The Inflation Reduction Act is expected to bring an estimated $15 billion in investment in clean energy and storage to South Carolina by 2030, in the form of things like EV battery plants, 73 solar companies, and a lithium processing facility that claims it will produce enough material to support the manufacturing of an estimated 2.4 million EVs per year — that is, 200,000 more than were sold in the U.S. in all of 2023.
South Carolina also stands out in the southeast as being particularly forward-thinking about climate resilience; it’s hard to live in the state and not have extreme weather at the top of your mind. Some 210,000 South Carolinians live in flood-prone areas, the Southern Environmental Law Center reports, and homeowners insurance is increasingly difficult to come by or afford. The state also sits squarely in the path of intensifying Atlantic hurricanes. All of this might seem incongruous with local Republican voters’ middling levels of climate concern, but as writer and professor Susan Crawford told Heatmap last year, “At the state level, certainly, you’re better off not talking about the human causes of climate change” — even as you’re quietly addressing them.
The absence of climate from the primary conversation isn’t just because of the damage that being called an environmentalist does to a Republican’s reputation in the year 2024, though. An early-season primary debate even acknowledged that the climate issue has become so big that Republicans ought to be discussing it. But because Trump is the party’s frontrunner, any conversation about climate, clean-energy jobs, or resilience was over before it could start. While Trump has hardly been shy about attacking EVs and “the green new scam,” his rants are reductive, making climate a negative buzzword rather than a policy issue that can be debated. Haley has spent her time and energy focusing on Trump’s scandals and deflecting his attacks rather than talking about what South Carolinians have to lose if Trump guts the IRA as he intends.
That’s not to say Haley is some great defender of the climate agenda; she isn’t, and needless to say, it’s never good when Rex Tillerson is the one on the right side of an issue from you, as he was when he defended the Paris Agreement against the then-U.N. ambassador’s calls to extract the U.S. from it. But the shame is that Trump has snuffed out any sort of conservative debate about the climate in South Carolina before it could even begin.
Dwelling on the would’ve- and could’ve-beens, of course, is a fool’s errand of which I’m now wholly guilty. This is the reality: Trump is queued up for another win on Saturday, one that will effectively be the nail in the coffin of the Haley campaign even if she’s vowed not to drop out of the race. Voters won’t decide the next four years of the climate agenda in the U.S. tomorrow — that happens 255 days from now, in November. That means the timeline still isn’t fixed, but boy, it sure feels that way.
This Halloween, get 20% off using code ADVANCED
Log in
To continue reading, log in to your account.
Create a Free Account
To unlock more free articles, please create a free account.
Current conditions: Typhoon Champi swept past Taiwan, leaving one dead and 500 injured as the weakened storm slams into South Korea and Japan • Hurricane Vance is churning off Mexico, bombarding the coast with waves up to 13 feet tall • Tropical Storm In-Fa could strengthen into a powerful storm as it heads toward the Northern Mariana Islands, a U.S. territory.
Brazilian President Luiz Inácio Lula da Silva has secured an unprecedented fourth term, winning 51% of votes in Sunday’s run-off election with far-right challenger Flávio Bolsonaro. The photogenic son of the imprisoned former president Lula defeated in 2022, Bolsonaro, 45, had promised to cut taxes, slash government spending on things like environmental enforcement, and bring South America’s largest economy in closer alignment with President Donald Trump. His message, which resonated in the Amazon’s frontier boomtowns, secured Bolsonaro more votes in the first round of the election on October 4. Lula’s win makes history twice over. He’s the first since democracy returned to Brazil in 1988 to pull ahead and defeat the first-round winner in the runoff. He’s also the first president elected to four terms, with his first two served between 2003 and 2011. On energy, the differences between the candidates are primarily over the role of government in the market, with the conservative Bolsonaro advocating more privatization and Lula seeking to strengthen the role of state-backed enterprises in generating income for the government and carrying out industrial policy.
On actual energy technologies, however, the discrepancy is relatively small, at least compared to the partisan divides in U.S. politics. Brazil’s grid is overwhelmingly clean, powered primarily by hydroelectricity. And Lula, an octogenarian leftist, has ramped up production of oil and gas through Brazil’s state-backed Petrobras. Lula’s signature since he first won the presidency in 2002 has been growing the economy and shrinking poverty while reducing deforestation of the Amazon. Bolsonaro, by contrast, had promised to strip away protections for the world’s largest tropical rainforest. The Amazon is currently seeing a surge of fires as ranchers look to clear woodlands to make way for more cattle pastures. Folha de S.Paulo, Brazil’s newspaper of record, wrote that Trump would now be Lula’s chief foreign challenge.

Brazil’s election wasn’t the only political earthquake on Sunday. Serbian voters booted out former President Aleksandar Vučić, a pro-Russian figure widely described as a “strongman” in the Western press, in a student-led movement that the Associated Press said heralded a “seismic shift” in the Balkan country’s politics. The victorious Student List party had formed adjacent to protests against what would have been Europe’s largest lithium mine, Rio Tinto’s so-called Jadar. Amid increasingly fierce protests, the Anglo-Australian mining giant mothballed the project last year. Vučić had championed the mine as a way to improve his country’s ties to the West as European battery makers look for sources of the metal outside of China. His defeat signals little hope of the project’s return. Serbia’s other energy megaproject, its planned first nuclear power station, now faces new uncertainty. The Student List has not, from what I can tell, made any statements for or against atomic energy. But the previous government had been in talks with Russia’s Rosatom and the Chinese government to build its first reactors. That decision on whether and with whom to move forward on the plant will now fall to the new government.
Helium may seem like a pretty casual commodity, the sort of thing you can buy a tank of in Costco to fill party balloons. But the gas, which has the lowest boiling point of any element, has a wide range of industrial applications. It’s used to make semiconductors, as a tool to detect leaks in natural gas pipelines, and as a coolant in a next-generation class of high temperature gas-cooled nuclear reactors. Now the Department of Energy has anointed helium with a special strategic status. On Friday, the agency designated helium as the latest critical material, a key step toward directing more federal funding toward domestic production of the gas. The U.S. is already among the top three suppliers of helium in the world. But global supplies took a hit this year when Iran closed off the Strait of Hormuz, preventing Qatar’s vast helium exports from reaching the market. “Helium is essential to producing the semiconductors and advanced technologies that power our economy,” Secretary of Energy Chris Wright said in a statement. “By designating helium as a critical material, we are taking another step toward securing our supply chains, creating American jobs, and ensuring the United States leads the world in energy and technological innovation.”
Sign up to receive Heatmap AM in your inbox every morning:
The Russian energy giant Novatek is “secretly controlling” Polar Train LNG, the Trump-linked company developing a liquified natural gas export terminal on Alaska’s North Slope, the Financial Times reported. The venture — launched in March by Gentry Beach, an investor with ties to the Trump family, to repurpose work the Russians had done on a facility in Alaska — had “featured in high-level negotiations between Washington and Moscow over potential business deals that could help secure an end to Russia’s war in Ukraine,” the newspaper reported. Polar has been awaiting permission from the Trump administration to circumvent U.S. sanctions to negotiate with Russia. Now Polar LNG’s American chief executive, Joel Riddle, told the FT “that he discovered Novatek was already financing the venture and directing operations before the necessary approvals were obtained.” He resigned from his post last month, along with most of the executive leadership team. “I resigned as chief executive of Polar LNG because I felt uncomfortable that the Russian company Novatek was financing and ultimately controlling the strategic direction of the company,” Riddle said. “Building an LNG facility in Alaska is a very strategic project for the U.S. and as a patriot I feel this needs to be developed using US technology and funded by U.S. investors, not a Russian company.”
Unlike other kinds of intermittent renewable power sources, tidal energy promises almost guaranteed predictability. The problem, however, is that it’s geographically limited. A lot of the most advanced projects attempting to make the technology work are in Canada or Europe. Yet renewable technologies have, in recent decades, found commercial viability after sorting out the details of their hardware in Asia. That’s what makes tidal energy developer Minesto’s project in Indonesia so interesting. It’s in one of Asia’s fastest-growing economies, with an archipelagic geography that offers a lot of potential for tidal. Last week, the trade magazine International Water Power & Dam Construction reported that the company had been chosen to participate in the Sweden-Indonesia Sustainability Partnership, a Swedish government-backed program backing clean energy projects in Indonesia. “Indonesia has significant untapped potential in ocean and hydropower resources, which can play an important role in diversifying the country’s renewable energy mix,” said Johan Lennefalk, the acting country manager for Indonesia at Business Sweden, the government agency that promotes Swedish companies overseas. “Minesto’s technology offers a particularly promising solution by harnessing tidal currents that have previously been difficult to utilise, providing predictable renewable electricity that complements other hydropower and ocean energy solutions.”
Remember when solar panels were exclusively large, rooftop rigs? The commodification of the solar panel in recent years has begun making photovoltaics almost ubiquitous, a reality set to expand as more countries legalize plug-in solar that can work on a balcony like a satellite dish. Chinese panels are now so cheap that Europeans have started using them to build garden fences. Now, in Nigeria, solar panels are the must-have wedding gift du jour. Bloomberg reports that solar panels, batteries, and inverters “are turning up on wedding registries, alongside more traditional gifts such as bed linen and microwaves.”
Talking with Leah Qusba, the CEO of GoodPower.
This week’s conversation is with Leah Qusba, CEO of GoodPower, which recently released a survey experiment you need to read. Conducted with Data for Progress, the project, published Monday, takes a unique approach to asking people why they opposed data centers for artificial intelligence and whether constructing renewable energy instead of gas power moves the needle at all in their support for AI infrastructure near them. Instead of just asking polling questions, they posed various hypothetical project designs to people — and the results were eye-popping. Turning to solar instead of gas? Might not be a panacea for gaining approval at the local level. Protecting electricity rates from going sky-high? Now that’s a way to get buy-in.
The following conversation was lightly edited for clarity.
Before we jump into the survey, is the data center boom changing the trajectory for renewable energy development in the U.S.?
If you look back over the last decade and a half, the largest global procurer of decarbonized electricity has been the Big Tech industry. I think we’re still seeing the trendlines of that today. The speed and scale of data center development is driving a lot of incremental clean energy growth.
I think we’re really at a crossroads right now because of the speed to meet rising demand and because, as people are scrambling to find electrons, commitments previously around purchasing and procuring decarbonized electricity have slid a little bit. We’ve seen proposals over the last six months or so have roughly doubled for combined cycle gas. We’re at this crossroads: Are we going to leverage this moment to drive incremental clean and protect ratepayers in the process? That’s the only way we’re going to be able to build this infrastructure.
Or are we going to go another path where we’re locking in decades of combined cycle gas?
I think voters across the political spectrum think this is a very important issue, and people are thinking about this as we move closer to November.
Walk my readers through the survey experiment you ran with Data for Progress.
The impetus was that we wanted to demonstrate to any stakeholder in the world — a data center developer, a household concerned with their rising electricity bills, policymakers trying to meet this new energy moment — what Americans want, which is guarantees from data centers that their electric bills won’t increase. They want strong electricity grid upgrades. They want home energy upgrades like rooftop solar, heat pumps, storage systems, or battery walls.
We wanted to make the case. We’ve seen surveys recently that if you say you’ll power them with renewable energy, favorability will increase. We wanted to go a step further and set up an experiment to see the difference between what people say they’ll do and what they’ll actually do. Often there’s a difference when they’re faced with a real-life situation. Even when renewable energy support is high — even Republicans favor large-scale solar — then why do we have NIMBYism? Why do we have public opposition? Why are projects being phased out or canceled entirely because of protests? That’s because of a gap between what people say they’ll do and what they’ll actually do.
The first part of the experiment was a typical poll asking people how they felt and measuring what they said they would do. What people indicated was similar to other polls circulated widely and picked up by the press, that when you say a data center is powered by solar, people say they’ll be more favorable. But then we put them in a setting where we told them a data center in their community was going to be powered by either gas or renewables, and we had other treatment conditions that would be manipulated. We told them, for example, that there would be a rate-binding guarantee, that 100% of their costs would be paid for by the data center and their electricity rates would not go up. We also gave them conditions where they’d get residential solutions.
When we compared what people said they would do with what they actually would do, what we found was pretty definitive. Really, Americans indicated a strong preference that data center developers guarantee stable electricity rates or provide them with meaningful residential or community benefits. Those are really the only two things in a real-life situation that moved support for data centers.
What we didn’t see, actually, is that renewable energy powering the data centers alone was enough. It didn’t have enough statistical significance to improve data centers’ support on its own.
Now, connecting the solar to stable electricity rates or ratepayer protections, that’s helpful. Could we do that? Absolutely, and that’s a strong recommendation to think about centering communities because they want affordability. But the technology alone — solar versus gas — had a null effect.
It’s great to talk about solar, especially because there’s high favorability for solar. Connecting affordability to clean energy is a great strategy, and we hope tech companies take this to heart! The only way we’re going to build social permission for these technologies is to do it in a community-centric way that guarantees rates won’t increase and guarantees community benefits. We want to make sure people ask for all this in negotiations and that policymakers think about all this, especially federally as we think about permitting reform.
What’s the relationship to permitting reform?
I think it’s important that it preserves maximum ratepayer protections and large load tariffs. Thinking about that, as well as bringing-your-own-clean-energy, or BYONCE, is in great parallel with the findings. If we can deliver that through federal legislation, it’s something that would be supported by the data we gathered through this experiment.
Why was there no statistically significant difference between solar and gas?
I don’t think it’s a question of why people were agnostic about technology. I think it all just boils down to pocketbook-kitchen-table issues. We live in a cost of living crisis where upwards of 65% of Americans live paycheck to paycheck. The cost of everything from gas prices at the pump to groceries … When we look at the data and inflation and what it takes to build a home, its very clear the message the American electorate is sending is that affordability is the queen issue right now.
Until we meet demand in a community centered way and a ratepayer centered way, with maximum ratepayer protections and large load tariffs for these companies, we’re going to see incredible polarization across America where these data centers are being built.
What’s next, from a research perspective?
I think there were a few surprising things we found in the data we want to dig into.
For example, there’s been talk of spillover opposition — that by associating solar with data centers, we might pollute public opinion around solar. We actually asked questions in the survey experiment about this and so far, solar hasn’t been tarnished by data centers. It showed zero spillover. It does not drag down favorability for solar.
We also found that Americans trust renewable energy developers second only to consumer watchdogs, which we found to be fascinating. By contrast, they trust data center developers the least. In other words, choose to pay for a decarbonized electron if you can because associating yourself with clean, fast-to-power electrons has a true positive association there. It’s in the data.
One last one: Artificial intelligence and public opinion about AI was the top driver of opposition to data centers. It was feelings about AI as a technology superseding personal ideology and backgrounds, even if they cared about climate change. Skepticism about AI and data centers isn’t a partisan issue. Anti-AI sentiment sits evenly across Democrats, Republicans, and independents alike.
And more of the week’s top fights around development.
1. Umatilla County, Oregon – A small town in Oregon this week declared a state of emergency over fears that a statewide pause on data center permits will harm its economy.
2. Saratoga County, New York – Is Trump’s country music superstar-turned-power-project combatant John Rich preparing to debut a new song about solar farms, or something more?
3. Eau Claire County, Wisconsin – There’s now a must-watch race to see who is more anti-transmission in the race for Wisconsin’s 3rd congressional seat.
4. Adams County, Colorado – Here’s the chaser you needed: the largest solar farm approved in the Rocky Mountains.