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The new president is annihilating his predecessor’s energy policy.

Every time the White House changes hands from one party to another, some policies toggle back to what they were before, a reset meant to restore the status quo ante. The best-known example may be the Mexico City policy, which forbids U.S. foreign aid funds from going to any organization that performs or even gives information about abortions; since it was first instituted under Ronald Reagan, every Democratic president has revoked it and every Republican president has reestablished it. The change is as predictable as the sunrise.
But presidents also hope that even if their party loses the next election, they will have created more durable policy change. If the outgoing president has been clever enough at creating smart design, administrative momentum, and political reality, even a hostile new president may find it difficult to roll back everything their predecessor did. That was certainly the Biden administration’s goal when it came to climate policy. Some even hoped that President Trump would just be too preoccupied with the things he cares more about — especially deporting immigrants and imposing tariffs — to devote too much time and effort to undoing the progress that has been made on climate.
In other words, Trump could have taken much the same approach as Biden, except with the favored industries reversed. Biden worked hard to boost renewable energy, but apart from a few high-profile moves like the cancellation of the Keystone XL pipeline and a temporary suspension of approvals for new liquified natural gas export facilities, he mostly left the fossil fuel industry alone. The result was a boom time for oil and gas, with record production and almost limitless profits. Turn it upside down, and you’d have an administration that gives fossil fuel companies what they want — relaxed regulations, speeded-up permits, the opening of federal lands for more drilling — without a frontal assault on renewables.
Unfortunately, Trump has not chosen that mirror-image course. Instead, he seems determined to undermine, roll back, and impair the transition to clean energy in almost every way his administration can think of. As it has in one area after another, the Trump government is acting with a head-spinning speed and ambition, as though it will count itself as successful only if the entire renewables industry lies in ruins by the end of its term.
This is a strange approach to take if Trump actually believes there is an “energy emergency” that demands a mobilization to produce dramatically more power, as he declared in an executive order he signed on his first day in office. But that order made clear the administration’s belief that wind and solar are literally not energy; it states that “The term ‘energy’ or ‘energy resources’ means crude oil, natural gas, lease condensates, natural gas liquids, refined petroleum products, uranium, coal, biofuels, geothermal heat, the kinetic movement of flowing water, and critical minerals.”
Trump didn’t write the order himself, but it certainly reflects the sweeping policy moves his administration has made against renewable energy and environmental enforcement, including the following:
All that is in addition to the expected policy reversals, such as withdrawing the U.S. from the Paris Agreement, which Trump abandoned in his first term and Biden rejoined. Even including those, it’s still not a comprehensive list.
For years, Republicans (including Trump) have described their approach to energy as “all of the above,” i.e. that every kind of energy, including fossil fuels, should be developed as much as possible. That phrase is clearly no longer operative, as the administration is showing an unmitigated hostility to solar and wind power. The administration also seems determined to arrest the growth of the electric vehicle industry, which raises the question of how one particular interested party — Elon Musk — may be reacting to these moves.
Whether or not you think this question has already been settled depends on how much you trust Musk as a reliable exponent of his own true beliefs. On the campaign trail, he boasted that killing the $7,500 EV tax credits would only help Tesla by damaging its competition. After the election, when asked about the tax credit during a visit to Capitol Hill, Musk told reporters, “I think we should get rid of all credits.” But there are other EV-related policies Trump has trained his crosshairs on, including California’s ability to set more stringent fuel efficiency standards than the federal government, granted under a waiver from the Environmental Protection Agency. The law allows companies to buy and sell credits in order to meet the required mix, and as a maker of entirely zero-emission vehicles, Tesla has plenty of credits to sell. As of last November, selling those credits accounted for more than 40% of Tesla’s net income for the year to date.
So far, Musk hasn’t commented on the subject, but it isn’t hard to imagine that if he tried to convince Trump to reverse some of these decisions and pursue a true “all of the above” strategy, Trump would be highly persuadable. But Musk is no longer an ally of the renewables industry, and his interest in the electrification of the nation’s auto fleet begins and ends with his own company.
Part of the theory underlying Biden’s limited moves against the fossil fuel industry was that the energy transition has so much momentum that it can’t be stopped — that, while every day we continue burning oil and gas makes climate change worse, the eventual arrival of a net-zero-emissions future is inevitable. That reality hasn’t changed, but the Trump administration is determined to delay it as long as possible. And in order to do so, it’s bringing the same commitment to rapid, aggressive, destructive policy change it’s deploying across the entire federal government.
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The data center boom is everywhere you look in U.S. economic and emissions data.
This is an edition of Heatmap Daily, an evening review of the day’s news written by our executive editor. Sign up for it here.
It isn’t exactly a new thought, but I’ve been struck recently by how many trends in America’s economic and environmental data are fundamentally about the data center boom and the return of electricity demand:
First, the Energy Information Administration reported this week that U.S. emissions grew by more than 2% last year, driven by surging electricity demand and an increase in coal-fired generation.What caused that higher power demand? New factories and data centers — as well as record summertime cooling demand.
Second, many of the new factories driving that higher power demand are themselves producing goods that are … let’s say … data center-adjacent. There are the enormous new semiconductor fabs, of course. But Ford and General Motors have also set up new production lines (or repurposed old ones) to manufacture grid-scale batteries to meet power demand.
Third, take a look at the recent U.S. spending on private non-residential construction — in other words, everything American companies are building that is not houses, condos, or apartments.
The construction industry’s spent almost $60 billion on data centers over the past year, which is more than it spent on all other office buildings combined (and more than it spent building warehouses, too). Just a handful of categories — data centers, power plants, electricity infrastructure, and certain kinds of electronics manufacturing — now make up a third of all U.S. private non-residential construction investment. They’ve never made up such a large share of construction spending since data collection began in 2014.
As The New York Times recently noted, the American economy is unusually dependent on the American stock market right now — and the stock market is unusually dependent on artificial intelligence. This week, investors started to balk at the enormous spending hyperscalers are planning to keep building out the AI boom; Alphabet’s shares dropped 8% this week after it boosted its planned 2026 capital expenditure and signaled 2027 will be even bigger. If the data center boom started to slow down in earnest, then more than just that budget will change.
Speaking of which, my colleague Emily Pontecorvo wrote earlier this week about how many businesses are struggling to even estimate their carbon emissions from artificial intelligence. The carbon accounting startup Watershed recently unveiled a new formula to help companies get a sense of their AI-related emissions.
But even that formula is still limited by the amount of data hyperscalers publish — and they don’t publish that much. Google, for instance, is the only AI company that has (laudably) provided estimates of its emissions on a per-prompt basis. Yet no company has published its per-token emissions, or how emissions sync up with particular models or regions.
So Emily asked Google: Why aren’t you — or any other model provider — disclosing this kind of data yet?
The tech company didn’t get back to us until after we’d published Emily’s story. But its response was interesting enough that I wanted to quote some of it here.
The problem is “industry consensus,” Cooper Elsworth, a Google spokesperson, told us. “There is currently very little consensus on how to comprehensively and fairly measure the serving environmental impact of generative AI (such as text generation),” he wrote. “Without standardized, ‘apples-to-apples’ frameworks, it is difficult to compare different providers accurately.”
That’s partly because energy use — and emissions data — can vary from site to site and depend on “custom-built hardware, software compilers, and advanced inference techniques.” And he claimed Google doesn’t always have the measurement hardware in place to provide such specific estimates: “Providing precise, repeatable data requires highly advanced measurement infrastructure,” he said. “For example, software-based energy monitoring tools often suffer from sampling biases. For our study, we had to step away from top-down averages and directly measure actual energy at the physical power supply unit (PSU) level across our deployed fleet. Not all providers have the telemetry or data sets required to benchmark their operations at this level of granularity.”
Read Emily’s story to understand the other reasons why estimating — or even “guesstimating” — AI-related carbon emissions is so challenging.
A conversation with Emma Uridge of the Kansas Health Institute.
This week’s conversation is with Emma Uridge, analyst with the Kansas Health Institute. Uridge spent copious hours analyzing state and local laws on data center development to best understand how policymakers are responding to the potential environmental public health impacts of large AI infrastructure, including power and water. The report, which came out this week, also goes in depth into those health impacts. I reached out to her to discuss what she sees as must-watch territory for our readers on this emerging policy arena.
Our conversation was lightly edited for clarity.
What is actually being done on policy when it comes to data centers — beyond moratoria of course?
So first I’d like to just talk about the point of moratoria. It’s helpful to talk about how these policies emerge in the first place. One area where moratoria are helpful is when a data center is proposed but the county has no approach for how they’d like to potentially regulate them. That’s temporary, most of the time. It lets local governments conduct research on the various impacts and also negotiate community benefits, ones that can mitigate any potential negative impacts — like Lancaster Pennsylvania, which instituted a community benefit agreement that maximized the potential benefits of development while mitigating what large data centers can do. That agreement looked at capping municipal water use at 20,000 gallons per day and requiring 100% clean energy. It had financial penalties for non-compliance. The company also committed $20 million to their local economic development and clean energy fund. There are ways to negotiate with developers.
We also see amendments to existing zoning. Data center proposals are increasingly popping up in rural areas, many of which are unzoned, so there’s no way a county can negotiate unless there’s a moratorium in place.
Other policy solutions include different performance standards or requiring on-site renewable energy, like what Jefferson County, Missouri, looked at. Also setback requirements, mandatory noise buffers, ending by-right zoning.
Where are local governments getting ideas for regulating data centers?
A lot of the technical information comes from developers. That can in cases be seen as a biased source of information. I wouldn’t say there’s a dedicated group providing assistance to local governments when a project is proposed — which is a similar story to wind industry development, where we have only a handful of consultants who provide technical advice. It can be really helpful to get a multi-disciplinary approach to hearing information. It can be helpful to have the utility commission, public health folks, those in academia, as well as the developer.
As of right now, especially in rural areas, local governments have a hard task of balancing pushback while getting the most accurate, evidence-based, neutral information to make decisions. That balance can be contentious.
What is the federal government doing on data center policy? How is the Trump administration approaching it?
A few things there. In the early days, the drive was for AI expansion and to be competitive with foreign adversaries. Now due to the amount of public pushback in red and blue localities and a more cautious approach.
I’m not seeing a lot of actual policy movement at this time.
I know the EPA is looking at the chemicals used in cooling data centers because when that water is cycled through the system, some of it is discharged into the water system, so they’re looking at the Toxic Substances and Control Act for monitoring that.
How much of an impact does this minimal federal role have on industry behavior?
Y’know, this isn’t specific to data centers. This is true for all kinds of large-scale development: there’s a need to require some sort of federal monitoring and regulation.
That’s where I see an emerging role for public health. At the federal level, there could be policy movement towards requiring some sort of environmental monitoring at data centers to make sure they’re operating responsibility. Looking at specific water use relative to water availability and what happens when there’s a time of severe, persistent drought. With air quality too — we’ve seen areas where the grid isn’t as reliable so their diesel generators are kicking on more and affecting air quality for residents.
We’re just not seeing all of that right now. We need corporate disclosure.
What do you see as the most important public health impacts from data center development?
It varies by localities. The most discussed obviously is water usage. One thing I’d note about my conversations with folks enthusiastic around emerging tech is, there are still questions that need to be asked about the capacity of localities to support a data center. Like a small town in Kansas may only be using 40% of their water for their utility needs. If a data center came online, how much of that water goes to the data center?
One area underexplored within the public health discipline is energy poverty and energy security. The ability of a household to meet the needs of everything energy provides in our lives. It’s known we have an aging electric grid but we’re not talking enough about large-scale blackouts when the grid is not sufficient to support some of these new data centers.
Plus more of the week’s big development fights.
1. Laramie County, Wyoming — Meta is fighting the fine it received in the Cheyenne data center water pollution controversy, and the conflict between the tech giant and the city’s small board of public utilities is continuing to spill out into the public.
2. Niagara County, New York — This county just rejected a solar project’s highway work permits in a show of retaliation against the state’s Office of Renewable Energy Siting.
3. Barron County, Wisconsin — The anti-solar protest is the new campaign stop in deep red Wisconsin.
4. Chesapeake, Virginia — A large battery storage project on the Virginia coastline is on the rocks amidst rampant local opposition.
5. Lewis County, West Virginia — West Virginia is now a key battleground in the fight over transmission, as a line spanning all of West Virginia and Maryland — and cutting through Data Center Alley in Virginia — causes compounding consternation.