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Though not, perhaps, the bad ideas you might expect.

Donald Trump will announce his running mate any day now, and according to multiple reports his choice has come down to Florida Senator Marco Rubio, Ohio Senator J. D. Vance, and North Dakota Governor Doug Burgum. All erstwhile critics of Trump, they now share a fervent admiration for the former president they once scorned. But where do they stand on climate change?
Opinions on climate within the Republican Party are complex, and these three men reflect the divisions. According to Pew Research Center polls, 47% of Republicans over the age of 65 believe that human activity contributes a great deal or some to climate change, but a full 79% of Republicans under 30 think so. Yet only a tiny number of them feel any urgency around climate: In a Pew poll earlier this year, only 12% of Republicans said climate should be a top priority for the president and Congress, the lowest score of the 20 issues they asked about. (59% of Democrats said it should be a top priority.)
That leaves room for Republican politicians to take a variety of positions, as long as they agree that the ideas favored by climate hawks are bad. For many, the optimal position is a kind of malign neglect: They’ll admit that warming temperatures are bad, but somehow find their way to opposing all measures to address the problem. With one partial exception, that describes all of Trump’s likeliest running mates.
Burgum can be a little tough to pin down on climate, in large part because of how he shrewdly avoids talking about the issue in the culture-war terms so many in his party prefer. At the start of his second term he set a target of achieving carbon neutrality by 2030 — but without regulation or any reduction in fossil fuel production. Instead, Burgum wants the state to become a center for carbon capture, calling the room underground to store large amounts of carbon the state’s “geologic jackpot.”
As part of that project, Burgum has advocated the construction of a pipeline to carry CO2 into the state from other Midwest states, which he touts as simply a money-making proposition. “This has nothing to do with climate change,” he said in March. “This has to do with markets.” He has touted environmental, social, and governance-related investing, which focuses on companies with strong environmental records, as an opportunity for the state to lure capital — but has also joined with other Republican governors to condemn it.
Burgum has close ties with the oil industry, so much so that he has become Trump’s key liaison to the industry and its billionaire magnates; he has also been mentioned as a possible energy secretary if he is not Trump’s running mate, which would make him the administration’s chief fossil fuel advocate.
In other words, Burgum seems to be on multiple sides of the climate issue. He’s a fossil-fuel promoter and critic of electric vehicles who wants to make his state carbon neutral. And you will look in vain for any statement where Burgum says exactly what kind of threat he believes climate change poses, or even if he thinks it is happening at all; in technocratic style, he shifts any question on the issue to economic and practical concerns.
With its frequent hurricanes and dramatic sea level rise, Florida sees direct and repeated effects of climate change as much as any state in the country. Yet it took Marco Rubio many years to arrive at his current position: In the early part of his career he was a clear climate denier, but lately he has taken something more like the prevailing Republican view, which is that while climate change is happening and human activity may be contributing to it, we shouldn’t actually do much about it. At the very least, we shouldn’t do anything that comes with even the smallest cost in dollars or convenience.
During his first run for Senate in 2010, Rubio said, “The climate is always changing” — a common dodge among climate deniers, used to make them sound like they aren’t completely oblivious while they refuse to acknowledge the causes and consequences of post-industrialization warming. But “I don't think there's the scientific evidence to justify” the idea that humans have anything to do with it, he added.
He continued to hold that position for years. “I do not believe that human activity is causing these dramatic changes to our climate the way these scientists are portraying it,” he said in 2014. But over time, Rubio became less hesitant about admitting the reality of warming, even if he steered away from talking about the cause. He proposed modest measures to increase climate resilience, while always pairing them with attacks on more aggressive action as an attempt by leftist radicals to destroy the economy.
Today, Rubio is a member of the bipartisan Senate Climate Solutions Caucus, which has occasional meetings but steers away from taking any positions on particular legislation or regulations, making it mostly a way for senators to say “I care” without committing themselves to action.
When Vance talks about climate, it’s in the terms of a culture warrior, heaping contempt on liberals and their goals for a safer and cleaner environment. His 2022 Senate campaign against Democrat Tim Ryan featured substantial discussion of climate issues, with Vance regularly condemning efforts to reduce emissions and lamenting the decline of coal. “All of this ‘bring American manufacturing back’ from the Democrats is fake unless we stop the green energy fantasy,” he tweeted that July. “Solar panels can’t power a modern manufacturing economy. That’s why the Chinese are building coal power plants, something Tim Ryan’s donors won’t let America do.”
“If you want to make our environment more clean, the way to do it is to invest in Ohio natural gas,” he’s said. Or as he told Fox News, “The obsession Democrats have with eliminating fossil fuels is crazy.”
Like Trump, Vance has emphasized his loathing for electric vehicles. “Even if there was a climate crisis, I don’t know how the way to solve it is to buy more Chinese manufactured electric vehicles,” he said on a radio show in 2022 in response to the EV incentives in the Inflation Reduction Act (which in fact requires that to qualify for subsidies vehicles must be mostly American-made with domestic materials; the requirements are complicated, but no Chinese vehicles qualify). “The whole EV thing is a scam, right?”
Always attuned to the value of a PR stunt, Vance introduced a bill he called the “Consequences for Climate Vandals Act,” meant to crack down on the scourge of climate activists throwing soup on paintings. Fox News was pleased, but the bill went nowhere, leaving America dangerously vulnerable to art-based climate protests.
This is the common thread running through Vance’s comments on climate: Unlike Rubio, who may have no choice but to discuss the effects of warming given the state he represents, Vance almost never mentions these effects. He turns any discussion of climate into an attack on liberals, environmentalists, and Democrats for their supposedly ruinous ideas to address the problem. If Burgum’s response to climate is Can we make money off this? and Rubio’s is It’s serious, but let’s not be hasty, Vance’s could be summed up as Go to hell, libs.
No matter who Trump picks, his vice president is unlikely to be anything but the most tentative voice of reason in the administration’s climate policy, even in the best of circumstances. None of these three has given us much reason to think he would risk his own position by standing in the way of what will no doubt be a determined effort to remove regulations on the fossil fuel industry, undo the carrot-based approach of the Biden administration to encouraging a green transition, and generally let the emissions rip. Or even that they’d want to.
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The overwhelming majority of the ordinances were enacted this year, a Heatmap Pro review shows. They’re helping to drive an unprecedented surge of data center cancellations.
America’s data center backlash is gaining steam.
Anti-data-center protesters briefly interrupted President Trump’s speech at a General Motors facility in Michigan earlier this week. A day later, the country music legend Willie Nelson called on Americans to “fight against data centers invading our land.”
Washington has yet to pass major data center regulation. But the backlash is already reshaping local zoning and land use codes across the country, according to an extensive review of public records conducted by Heatmap Pro. A surge of new restrictions and bans have killed dozens of proposed data centers this year.
More than 500 counties or municipalities now actively restrict or block new data centers, according to the review. This tally includes only the most severe constraints — such as steep setback requirements, impossible noise limits, or outright bans on permit approvals — that all but forbid the construction of a data center.
The overwhelming majority of these restrictions have been enacted since the beginning of the year. Nearly 190 have been passed since June 1.
The pace of moratoriums is “accelerating,” Peter Freed, a founding partner at the Near Horizon Group and the former director of energy strategy at Meta, told me.
Broadly, these new local restrictions seem to be succeeding. More than 50 data centers have been canceled so far this year after facing local pushback of some kind, according to a Heatmap Pro review of press accounts, public records, and project cancellations.
That’s more than twice as many projects as were canceled under similar circumstances in all of 2025, according to our data. Eight projects were canceled in July alone.
Ominously for developers, the rate of projects facing cancellations seems to be increasing over time.
More than 200 pending data center projects are now being fought at the local level nationwide. This could mean that a project faces lawsuits, physical protests, contentious public hearings, or an ad campaign.
About 430 data center projects have been contested over the past five years, including the roughly 200 that are currently being fought, the data shows. Roughly 40% of data center projects that faced some kind of local challenge over that period were eventually canceled, according to Heatmap Pro data.
But that figure has gone up in recent months. Today, a data center project that’s challenged by local activists has about a 50% chance of being canceled. A contested data center now has roughly the same odds as a contested solar or wind farm of getting canceled, Heatmap Pro data suggests.

Data center proposals of every size have faced major delays and cancellations this year. Earlier this month, a sprawling campus that would have built 37 data center buildings near Manassas National Battlefield Park in Virginia was canceled after sustained local protest.
Even the economy’s largest companies have abruptly withdrawn major projects following opposition. Amazon, Microsoft, and Google each canceled large-scale proposals after sustained pushback in Arizona, Wisconsin, and Indiana in the past year. Susan Li, the chief financial officer at Meta, described the infrastructure building environment as “dynamic and uncertain” on a quarterly earnings call this week.
Some analysts have cautioned that the worsening development environment — and snarled supply chains — could imperil the overall artificial intelligence boom. Earlier this year, a JPMorgan report warned that 60% of data center capacity slated to open in 2027 had yet to start construction as of early June.
“Even the major developers are having trouble with projects, but you always have trouble with projects,” Freed said. The question is whether developers have enough proposals in their pipeline to keep up with surging demand, he said.
“I think the answer is mostly still yes. But it’s getting harder to find,” he added. “The impact is increasingly that developers are stopping efforts in those communities [that pass restrictions] and shifting their attention elsewhere.”
State-to-state cancellation rates can vary significantly. Some 71% of contested data center proposals in Michigan are eventually canceled, as are 56% of challenged projects in Indiana, according to Heatmap Pro data.
By comparison, about 17% of challenged data center projects in Texas are canceled.
Polling suggests that Americans want much more strict data center regulation than is in place right now. About six in 10 Americans would support a data center moratorium at the national, state, or local level, according to Heatmap Pro polling.
Majorities of self-identified Democrats and MAGA Republicans would support a ban at all three levels of government. So far only one state, New York, has adopted a moratorium on new data center permit approvals. That one-year ban is not included in this survey of county and municipal restrictions.
The hundreds of laws restricting data centers may not be a permanent feature of U.S. land use laws. Many of the ordinances are — at least on paper — set to expire in the coming year to give local officials time to create their own schemes for regulating data centers in the absence of federal regulation.
But many restrictions on wind and solar energy were also initially described as temporary. Officials have still renewed them year after year in order to avoid dealing with a controversial issue.
Even when local moratoriums do not always kill projects, they can ensure that an already troubled project gets the boot.
Last year, the housing developer Deltona Corp. sought to build a 1,300-acre data center campus roughly 50 miles north of Tampa. Citrus County commissioners passed a 12-month moratorium on new data centers, but that law didn’t apply to the proposal, which was already pending and therefore exempt.
But when the county planning commission rejected a rezoning proposal for the site months later, it effectively killed the proposal, which could not file a new application without becoming subject to the moratorium.
“The people are not ok with this and clearly some, if not all, of the commissioners are also not ok with this,” Holly Davis, a county commissioner, told the local paper at the time.
Even relatively small data centers can face obstacles. After the University of Michigan bought 120 acres in a light-industrial area of Ypsilanti Township, Michigan, to build a data center, local residents — and municipal officials — vowed to battle the project.
Residents worried about the data center’s energy use, noise levels, environmental impact and its potential security risks. (The facility will be run with Los Alamos National Lab.) But the facility, at its largest, will demand 110 megawatts of electricity — much smaller than most artificial intelligence data centers.
“There’s literally not a conversation that I have, not a stop that I make, where data centers and AI don’t come up,” Abdul El-Sayed, a Democratic candidate for Michigan’s U.S. Senate seat, said earlier this month. He has not endorsed a data center moratorium, but has said projects should have mandatory “terms of engagement.”
The public’s turn against data centers has been swift. In just nine months, Americans swung 49 points against supporting a data center in their area, according to Heatmap Pro polling from the spring. Other polls have shown similar shifts.
A majority of Republicans, Democrats, and independents now say they would oppose a data center proposal in their area.
Yet even with the new surge of bans, most of America remains open — to some degree — for business. More than 90% of counties nationwide have not banned or significantly restricted data centers.
“I don’t think we’re anywhere close to a breaking point yet,” Freed said. “It’s still a big country.”
On ‘precariously low’ oil stockpiles, China’s ammonia milestone, and a PFAS destroyer
Current conditions: The wildfires in France and Europe are slowing, but three firefighters have died and the looming heat wave could bring yet more disaster • New York and New Jersey are facing flash floods as a storm system makes its way across the Northeast United States • Days of thunderstorms are causing floods across Vientiane, Laos’ sprawling capital.
Last month, I toured Commonwealth Fusion Systems’ headquarters in small-town central Massachusetts. The place was abuzz in activity. On the factory floor side, workers were assembling the magnets needed to ultimately form the torus-shaped reactor — think a giant doughnut with an interior that curves like the core of an apple — called the tokamak. On the actual reactor side, SPARC — the prototype that CFS expects will make history next year as the first private enterprise and only tokamak to ever generate more energy that it took to start the fusion reaction — was starting to look like a functional machine from my view on a second-story walkway overlooking the sterile assembly room. The old joke that fusion is the energy source of tomorrow — and always will be — certainly didn’t ring as funny now. I’ll tell you who isn’t laughing: All the new investors that just poured another $1 billion into CFS. The company announced its latest funding round early this morning, which brings the startup’s total fundraising since its launch as a spinout from the Massachusetts Institute of Technology in 2018 to $4 billion. CFS now accounts for 30% of all the private capital that has flowed into fusion. What distinguishes this round, my colleague Katie Brigham wrote, is that the money is coming from a bunch of institutional investors, such as pension funds and sovereign wealth funds, rather than venture capitalists. On a call with reporters this week, CFS’s newly-named chief financial officer, Lorence Kim, said it’s the first-time institutional investors comprised the majority of the new funding. When I asked the company’s spokeswoman for a percentage estimate breaking down the new versus old investors in this round, she declined to comment. Kim cautioned that the funding isn’t the kind of capital you raise before launching on a stock market. But his hire is notable. The former Goldman Sachs banker famously helped take the pharmaceutical giant Moderna public and held the top financial role through the start of the Covid-19 pandemic.
Meanwhile, a federal Superfund site at a facility in Kentucky once used to enrich uranium for atomic bombs is being transformed into a data center. On Wednesday, the Department of Energy announced a deal between investment giant Brookfield, utility behemoth NextEra Energy, and three local power providers to redevelop portions of the Paducah site into a $100 billion data center campus. “By transforming former DOE sites into engines of innovation and economic growth, we can revitalize communities with increased tax revenue and thousands of jobs, while also strengthening America’s energy security,” Secretary of Energy Chris Wright said in a press release.
The Federal Reserve held the country’s benchmark interest rate steady at Wednesday’s meeting of the U.S. central bank’s top brass. But three bank presidents voted to increase rates as renewed fighting in Iran sent energy prices upward. The dissent “underscored officials’ fraying patience with looking past another price shock on the heels of tariff-related increases last year and with robust demand stemming from the artificial-intelligence buildout,” The Wall Street Journal reported. That is, of course, bad news for renewables and other clean energy developers who rely on cheap upfront money to build, as my colleague Matthew Zeitlin has written.
But there are potentially bigger problems afoot for American energy consumers. U.S. crude stockpiles fell sharply last week as American refineries ramped up production to seize on surging fuel prices as fighting erupted in Iran. The stocks have now reached “precariously low” levels, analysts told the Financial Times, meaning there’s far less cushion if the war worsens the supply shock.
Last month, the energy team at the liberal policy shop Third Way assembled 100 swing voters from across the country to talk about the data centers that poll after poll shows are becoming less and less popular, to put it mildly. The conclusion of the discussions was this: “America’s opposition to data centers has less to do with their feelings about artificial intelligence and more to do with their anger and distrust of large corporations and government.” The findings, shared with me exclusively in advance, showed that most participants were open to a new data center if they believed it would come with tangible benefits for their communities. While some investors, such as “Shark Tank” star Kevin O’Leary, have tried to present those offerings, “the trust isn’t there.” While Emily Becker, the director of Communications for Third Way’s Climate and Energy Program, told me she was “not surprised by how much opposition there was, what was heartening is people understood that benefits were possible. They just didn’t think they would receive them.”
Speaking of data centers and the public trust: NV Energy has accused one of the biggest developers of data centers in Nevada of attempting to illegally bypass state regulators to determine through private arbitration how and when the Berkshire Hathaway-owned utility should provide power to its operations. The lawsuit, filed Friday in Washoe County’s Second Judicial District Court, alleges that the developer, Tract, is trying to skirt the usual process by which the state Public Utilities Commission determines what share of the utility’s electricity should go to the large power user. Tract, according to the complaint, “wants NV Energy to reserve and provide enormous amounts of power for Tract's private development while shifting the infrastructure and energy costs to Nevada families, small businesses, and existing customers who did not cause them.” Sorting out those questions through arbitration would help to “keep these issues hidden” from state regulators and the public, NV Energy said, according to The Nevada Independent.
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When the Biden administration attempted to overhaul regulations on electrical transformers to make the key grid components more efficient, the proposal drew fierce bipartisan pushback amid a years-long nationwide shortage of the equipment. Ultimately, the Biden administration backed down and changed the proposal after receiving public comments. That would have seemed to provide some certainty for factories. But just two years after the final rule won acclaim from across the industry, the Trump administration is now considering revising the requirements for rules set to take effect in 2029. “We’re not aware of anyone asking for this,” Andrew deLaski, executive director of the Appliance Standards Awareness Project, told Utility Dive. The group supported the 2024 transformer rule and other stricter efficiency requirements DOE finalized during the Biden administration.
China has signaled it’s planning to take on what Bloomberg described as a bigger role in steering global negotiations over climate change. The 15th five-year plan published Monday by the Ministry of Ecology and Environment and other key agencies outlines how Beijing “will constructively lead the multilateral governance process to address climate change” and states that “China’s influence, guiding capacity, shaping power, and moral appeal in global climate governance will be significantly enhanced” through the end of the decade. Beijing is already looking to increase how much renewable energy it consumes, as I told you last week.
As you may recall, China is going all in on figuring out how to make green hydrogen work, especially now that the People’s Republic is throwing everything at the wall to diversify its domestic supply of fuels as the Iran War chokes off its regular supply of hydrocarbons. One of the trickier questions with green hydrogen is how to ship the world’s small molecules without leaks. A popular solution is to convert the hydrogen into green ammonia. On Tuesday, SPIC Green Energy announced the successful loading of 3,750 metric tons of green ammonia produced in Jilin Province onto a vessel at the Lianyungang Port in Jiangsu Province and shipped to South Korea. “The shipment represents the world’s largest single-batch delivery of green ammonia,” analyst Jian Wu wrote in his China Hydrogen Bulletin newsletter. “It marks China’s transition from technical demonstration to large-scale international commercial delivery.”
A company promising to put an expiration date on so-called forever chemicals just raised a bunch of money to bring its technology to market. Claros Technologies is developing a proprietary system that can break down the per- and polyfluoroalkyl substances, or PFAS, contaminating millions of Americans’ drinking water systems. This week, the startup closed a $55 million Series B financing round. “Over the past year, Claros has crossed the threshold from breakthrough technology to successful commercial reality,” CEO Michelle Bellanca said in a statement.
Risk-averse but deep-pocked institutional investors join the party.
When the Fusion Industry Association surveyed the sector earlier this month, it found that the industry’s 56 active companies had collectively raised more than $14.2 billion over the past five years. But an ever-larger share of that money is ending up in the hands of one startup: Commonwealth Fusion Systems.
With its latest $1 billion funding round, announced today, the MIT spinout now accounts for nearly 30% of all capital in the industry. The new financing, led by a wave of institutional investors entering the sector for the first time, will support construction of the company’s first commercial power plant in Chesterfield County, Virginia, which CEO Bob Mumgaard says is on track to come online in the early 2030s.
In a media briefing, Mumgaard noted that this latest raise marks “the largest single funding round among fusion energy companies since our last large round of $1.8 billion in 2021.” It brings the total capital raised by CFS to an even $4 billion as the company races to complete construction of SPARC, its demo reactor. If all goes according to plan, it should begin operating sometime next year, proving out the physics and engineering approach underpinning ARC, the planned commercial plant.
The new financing deviates from the typical venture capital round, as it brings in a broad but unnamed mix of “large pension funds, sovereign wealth funds, infrastructure funds doing project finance, and industrial corporates.” These risk-averse investors would typically steer clear of expensive, first-of-a-kind facilities, demonstrating the degree to which CFS has succeeded in building confidence in an industry long critiqued for overpromising and underdelivering.
The company credits the trust it built to its extensive peer-reviewed research as well as its decision to build a tokamak — widely regarded as the most mature fusion reactor design. “I don’t think there’s any other company that’s been as transparent and open with their physics and how it actually works,” Katie Rae, CEO and managing partner at Engine Ventures, told me. Rae has participated in every one of CFS’s funding rounds, and while she says her firm has evaluated virtually every startup in the sector, the company remains its only fusion investment.
But even flush with institutional capital, Mumgaard is clear that the company will need billions more to fully finance ARC and the numerous reactors to follow. It’s unclear where exactly that money will come from, though he’s pushing for government involvement. Alongside the Fusion Industry Association, Mumgaard is advocating for a one-time, roughly $10 billion federal infusion of cash into the broader industry to expand public-private partnerships, build shared research infrastructure, and help finance first-of-a-kind plants in an effort to keep pace with China’s rapidly growing fusion program.
According to reporting from Politico, a Department of Energy official told CFS and other fusion companies that such a level of federal funding is “unrealistic in this environment.” But though insiders argue it’s what the industry needs to scale, Rae says CFS doesn’t depend on it. “I think it is the right kind of investment to make, but we didn’t count on it from an investor perspective,” she told me.
One obvious alternative is the public markets. The IPO window for climate tech has reopened, with geothermal giant Fervo and nuclear fission startup X-energy both completing successful public offerings in recent months. SPACs have also made a comeback, as numerous nuclear companies are opting for this faster, though riskier, path to the public markets. But CFS’s newly appointed CFO, Lorence Kim, said during the briefing that this latest round proves “that the private markets have a lot of capital to deploy toward our mission.” Whether an IPO is in the company’s near future remains an open question, though he cautioned against interpreting his hiring as any indication of “IPO prep in a specific way.”
For what it’s worth though, Kim has taken another high-profile, pre-revenue startup public before: Moderna. As CFO from 2014 to 2020, he helped the company scale its mRNA platform and lead its blockbuster $600 million IPO in late 2018 — the largest ever in the biotech industry at the time. Notably, this all happened before Moderna had an approved product or the Covid pandemic made its signature vaccine a household name, similar to where Commonwealth finds itself today.
“Moderna was in this moment in time where the science worked, and the strategy was focused on execution and scale and deploying capital in a way that could enable real impact on the world,” Kim explained. CFS is now at the same juncture, he said. “And so in the same way that Moderna industrialized mRNA and made it inevitable and made it ubiquitous, it was really clear to me that CFS could do the same for fusion.”
Of course, CFS is not alone in its confidence — other fusion companies are equally bullish on their own approach. Take Inertia Enterprises, a Lawrence Livermore National Laboratory spinout, which last week unveiled its own commercial roadmap for a laser-driven fusion reactor. The company emphasized it’s the only one to have definitively demonstrated the viability of its underlying physics in a real-world experiment, rather than through theoretical work or simulations.
Or take Helion, which has raised $1.5 billion and secured a highly ambitious power purchase agreement with Microsoft to supply electricity to the tech giant by 2028. Or Pacific Fusion, which netted a staggering $900 million Series A to be doled out in milestone-based tranches. There are dozens of others — many with hundreds of millions in funding — pursuing a range of approaches that some of the field’s brightest minds consider technically feasible.
But when I mused to Rae about how exciting it is that institutional investors now appear willing to back an industry once viewed as bordering on science fiction, she was quick to correct me.
“They’re willing to bet on Commonwealth Fusion — that’s what you mean.”