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Chris Wright and Doug Burgum started their reign this week by amplifying the president and beating back Biden-era policies.

The Trump administration’s two most senior energy officials, Secretary of the Interior Doug Burgum and Secretary of Energy Chris Wright, are both confirmed and in office as of this week, and they have started to lay out their vision for how their agencies will carry out Donald Trump’s “energy dominance” agenda.
Where the Biden administration sought to advance traditional Democratic policy around public lands (namely, to expand, conserve, and preserve them) while also boosting the development of renewable energy, Burgum and Wright have laid out something of the inverse approach: Maximize the production of domestic energy and minerals, with a focus on fossil fuels, and to the extent non-fossil fuels are a priority, they should be “baseload” or “firm” power sources like nuclear, hydropower, or geothermal.
If Michael Pollan’s basic dietary guidance is “eat food, not too much, mostly plants,” then the Burgum-Wright energy policy might be, “produce energy, as much as you can, mostly fossil fuels.”
Burgum and Wright each laid out his philosophy in the form of secretarial orders, the agency equivalent of an executive order.
“Our focus must be on advancing innovation to improve energy and critical minerals identification, permitting, leasing, development, production, transportation, refining, distribution, exporting, and generation capacity of the United States to provide a reliable, diversified, growing, and affordable supply of energy for our Nation,” reads Burgum’s “Unleashing American Energy” order.
“The Department will bring a renewed focus to growing baseload and dispatchable generation to reliably meet growing demand,” reads Wright’s first secretarial order.
Burgum’s orders are largely Interior-specific elaborations of Trump’s early round of executive orders. In “Addressing the National Energy Emergency,” Burgum echoes Trump’s executive order declaring — you guessed it — a national energy emergency, calling for the department to “identify the emergency authorities available to them, as well as all other legal authorities, to facilitate the identification, permitting, leasing, development, production, transportation, refining, distribution, exporting, and generation of domestic energy resources and critical minerals.” He also criticizes the Biden administration for having “driven our Nation into a national emergency, where a precariously inadequate and intermittent energy supply, and an increasingly unreliable grid, require swift and decisive action.”
In another order, “Unleashing American Energy,” which follows a similarly titled executive order, Burgum cites the Trump administration’s call for deregulation to allow more extraction of energy commodities and energy production: “By removing such regulations, America's natural resources can be unleashed to restore American prosperity. Our focus must be on advancing innovation to improve energy and critical minerals identification, permitting, leasing, development, production, transportation, refining, distribution, exporting, and generation capacity of the United States to provide a reliable, diversified, growing, and affordable supply of energy for our Nation.”
The order calls for the Interior department to examine a number of Biden-era guidelines and rules, including 2024’s public lands rule, formally known as Conservation and Landscape Health, which went into effect last June. The rule put landscape preservation on a similar plane to energy development, mining, logging, or grazing among uses for public lands, and was opposed by a number of interest groups, including the ranching and energy industries.
It’s not just public lands that will be more open to fossil fuel exploration and extraction, it’s also the seas. Burgum issued an order following on Trump’s attempt to roll back restrictions on offshore drilling, notifying the department that “all Biden [outer continental shelf] withdrawals of the OCS for oil and gas leasing have been revoked.”
Two other orders were primarily deregulatory. One implemented the Trump guideline that “for each new regulation that they propose to promulgate, they shall identify at least 10 existing Department regulations to be eliminated.” And the other followed on Trump’s order opening up Alaska to more mining and energy extraction, which, among other actions, revoked a 2021 order cancelling oil and gas leases in the Alaska National Wildfire Reserve and reinstated a Secretary’s Order issued by then-Interior Secretary Ryan Zinke in 2017 opening up Alaska for more oil activity, which itself reversed a 2013 order limiting oil and gas development.
While Burgum’s orders focus on the energy potential beneath the ground and the sea, Wright’s first secretarial order is a celebration of energy writ large, consistent with his often articulated views on the subject. “Energy is the essential ingredient that enables everything we do. A highly energized society can bring health, wealth, and opportunity for all,” he writes.
The document starts by talking down net-zero goals, saying that “net-zero policies raise energy costs for American families and businesses, threaten the reliability of our energy system, and undermine our energy and national security.”
“Going forward,” it says, “the Department’s goal will be to unleash the great abundance of American energy required to power modern life and to achieve a durable state of American energy dominance.”
In Wright’s version of the “energy emergency” order, he commits the department to “identify[ing] and exercise[ing] all lawful authorities to strengthen the nation’s grid, including the backbone of the grid, our transmission system,” in order to deal with the “current and anticipated load growth on our nation’s electric utilities.” He also says the department will focus on “baseload and dispatchable generation to reliably meet growing demand” — i.e. natural gas, along with some geothermal, hydropower, and nuclear.
In keeping with the president’s hostility or indifference toward the most widespread forms of renewable energy generation, Wright writes that the DOE will focus its substantial research and development efforts on “affordable, reliable, and secure energy technologies, including fossil fuels, advanced nuclear, geothermal, and hydropower,” and specifically calls out the Department’s fusion research for focus: “The Department must also prioritize true technological breakthroughs — such as nuclear fusion, high-performance computing, quantum computing.”
Wright refers to the energy department’s considerable research on renewables through its network of national laboratories only via implication, with an eye toward containing the funding demands of such work. “The Department will comprehensively review its R&D portfolio,” the order says. “As part of that review, the Department will rigorously enforce project milestones to ensure that taxpayer resources are allocated appropriately and cost-effectively consistent with the law.” Not mentioned at all was the department’s Loan Programs Office, which the Biden administration fortified by means of the Inflation Reduction Act. Bloomberg News reported that the department is looking to roll back some of the office’s loan guarantees to ensure that its funding awards “are consistent with President Trump’s executive orders and priorities.”
One area where there may be consistency between the Biden and Trump energy departments is in support for nuclear power.
Throughout the order, nuclear energy gets called out for praise and attention, while other forms of non-carbon-emitting energy go unmentioned. “The long-awaited American nuclear renaissance must launch during President Trump’s administration. As global energy demand continues to grow, America must lead the commercialization of affordable and abundant nuclear energy. As such, the Department will work diligently and creatively to enable the rapid deployment and export of next-generation nuclear technology,” Wright writes.
Like Burgum, Wright takes a dim view of Biden-era regulatory initiatives, committing the department to reviewing proposals for liquefied natural gas terminals and promising a “comprehensive review of the DOE Appliance Standards Program.” Scrapping or overhauling appliance efficiency rules, like other envisioned Trump policies, would also help bolster demand for energy writ large.
The orders, while consistent with Trump’s broad directives on energy policy, do not match the vitriol and dismissiveness towards renewables that Trump himself employs. But that may be cold comfort to climate advocates and renewables developers. In Burgum’s and Wright’s philosophy, renewables have been given pride of place in government policies, effectively holding down fossil fuel resources — and that is going to change.
In one order, Burgum directs the department to ensure that its policies do not “bias government or private-sector decision making in favor of renewable energy projects as compared to oil, gas, or other mineral resource projects.” And neither he nor Wright appears to see little role for the fastest growing sources of generation — solar — in American “energy dominance.”
That is also in keeping with what Trump has been doing to achieve his energy priorities, as opposed to what he’s been saying about “unleashing American energy.” During the chaotic first few weeks of this administration, federal officials do not appear to have been treating fossil fuel and renewables equally so much as they have been scrambling to comply with executive orders by obstructing renewable permitting and then reversing themselves (unless, of course, it’s offshore wind).
As Trump’s energy policy finds its feet, we’ll find out if energy dominance is really just fossil fuel dominance.
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Rob talks with Daniel Palken, the director of infrastructure for energy and permitting at Arnold Ventures, about the policies that would probably make up a grand bargain.
There’s really one one good thing that could happen this year in Congress for clean energy: permitting reform. If lawmakers reached a bipartisan deal on the country’s permitting system, they could make it easier to build solar, wind, and transmission lines — as well as every other kind of infrastructure.
But will it happen? What are the obstacles to a deal? What would be in a deal? On this episode of Shift Key, Rob is joined by Daniel Palken, the director of infrastructure for energy and permitting at Arnold Ventures. They discuss the recent history of permitting reform, the policies that would probably make up a deal, and why it might be now or never for reforming the permitting system.
Shift Key is hosted by Robinson Meyer, the founding executive editor of Heatmap News.
Subscribe to “Shift Key” and find this episode on Apple Podcasts, Spotify, Amazon, or wherever you get your podcasts.
You can also add the show’s RSS feed to your podcast app to follow us directly.
Here is an excerpt from their conversation:
Robinson Meyer: Something I've heard about this go at permitting reform is that this might be it. Now, maybe that isn't true. But what I've heard is basically, you know, next Congress, it's unlikely to be as productive for permitting reform as this Congress will be. Of course, something I've also heard is that if Democrats want to set themselves up to do big public investments in the energy system, when the next president takes office, whoever that may be in 2029, then you need to get the statutory changes. And now because the implementation will then take long enough that it won't really start to kick in until 29.
But why is it important that this happens now that this Congress finds a deal as opposed to future Congresses?
Daniel Palken: This goes back to more inside baseball, but like, you know, the Senator Whitehouse and Senator Heinrich, we mentioned near the top are two Democratic senators who are really eager to find if there's a workable bipartisan space for a deal by all outward indications. You know, it's not a given that every Democrat and every Republican, for that matter, you know, feels exactly that way. So part of it is just we have a cadre of four senators at the top of these committees on both Democratic and Republican side who are really approaching this constructively and in good faith. That doesn't mean success is guaranteed, but there's going to be turnover next Congress. So with Senator Durbin, who's currently the head of the Judiciary Committee retiring, there seems to be a good likelihood that Senator Whitehouse will head over to the Judiciary Committee. And then you'll likely get someone like Senator Merkley atop the Environment and Public Works Committee. Now, Senator Merkley is by some measures on environmental issues, the most progressive senator.
It just may be hard for him to find a bipartisan deal space between someone like Senator Merkley on the one hand and something that like President Trump might sign off on on the other hand. The usual status quo in D.C., the default assumption we should have is that there's a non-overlapping Venn diagram space between Democrats and Republicans on any given issue that like isn't NDAA and doesn't have to pass. And the reason we know that is because most issues don't pass major reforms in their space most years. And so the presumption should be that it's very hard to pass something. And then in the House, you have a situation where, you know, if you go on polymarket, it will tell you that Democrats have a meaningfully better than not chance of taking the House. And I think that the people who will chair the relevant House committees, I think there's some level of interest in exploring permitting reform, but they haven't been at it, you know, for as long in the way that Senator Whitehouse and Heinrich have. And I kind of think that we have been very blessed with some senators atop these committees now that really have a vision on this, right?
I haven't said this explicitly, but one of the things that really is the motive force that is enabling permitting to happen is that both sides don't agree on much, but they agree on one crucial fact, which is that their resources are better than the other side's resources. Republicans have an absolute conviction that in a free market that, you know, gas and coal and sometimes nuclear will outcompete, you know, Democrats' resources. And Democrats have an absolute conviction that wind and solar and sometimes nuclear will out-compete Republicans' resources. And, you know, the market is going to determine who is correct on that. But the fact that both sides – and it's good that both sides – we would want – you know, it would be weird if people were supporting resources they had no confidence in. The fact that both sides have confidence in their resources is kind of what is enabling this to happen in the first place. Because if either side, like, firmly believed that the other side's resources were better, they wouldn't want to do something necessarily that enables the other side.
So those are kind of the elements of what I think makes this Congress a particularly ripe environment. And also there's one other thing, which is next Congress is a presidential election cycle. And it's harder to do something much harder the closer you get to a presidential election where everybody's distracted versus a congressional midterm election.
You can find a full transcript of the episode here.
Mentioned:
The FREEDOM Act, which would limit the president’s ability to yank permits
Rob’s SunZia story: The Long, Strange Success Story of America’s Biggest Clean Energy Project
Why the National Historic Preservation Act falls harder on transmission projects than pipelines
Previously on Heatmap: What Is Permitting Reform? Here’s a Cheat Sheet.
This episode of Shift Key is sponsored by ...
Tandem PV is the leader in perovskite solar technology. We’re building the most efficient and durable perovskite solar panels on the market at our factory in Freemont, California. Learn how we're restoring U.S. leadership for the next era of solar manufacturing at tandempv.com.
Music for Shift Key is by Adam Kromelow
Protesters interrupted President Trump’s speech on Monday. Polling suggests the public is behind them — and Republicans are divided.
Every few days, I think the data center backlash has reached its apex — surely it can’t become an even bigger issue in American politics. Then it surprises me again.
On Monday evening, the reaction got as close to President Donald Trump as it’s ever come, when six protesters interrupted his speech at a General Motors facility in Michigan to oppose the computing facilities. Although they were drowned out by the pro-Trump crowd, a new Fox News poll suggests their chants of “data centers no, people pay the bill” probably found some agreement in the crowd. Just as our own Heatmap Pro polling identified earlier this summer, that poll revealed U.S. voters would oppose the construction of a new AI data center in their area by a 40 point margin.
Most interesting, I think, is that MAGA voters and Republican men are among the electorate’s most pro-data-center contingent, according to the Fox poll. (Our Heatmap Pro poll has found similar, though we didn’t ask about “MAGA” status per se.) But even those demographics are virtually evenly split along pro- and anti-data center lines. White women with college degrees are unified against the facilities.
We’ll get a better sense of how data centers play in politics over the next two weeks. In the Michigan and Wisconsin primaries, insurgent candidates across the political spectrum have rallied against the facilities. In Wisconsin, the state legislator and Democratic Socialists of America member Francesca Hong has promised to enact a statewide data center moratorium if she is elected governor. A new State Navigate poll, published today, found that not only is she leading the field in the Democratic primary, but also that data centers are among voters’ top concern in the race, ranking alongside health care and affordability.
In fairness, every candidate in Wisconsin’s governor’s race seems to want to slow down data center development in some way. Democrats across the board would end tax incentives for the facilities. Some conservatives would like to slow down more than just computing projects. Tom Tiffany, the Republican frontrunner, has said he wants to give towns and counties more control over stopping data center and clean energy projects. “No taxpayer subsidies for industrial-scale solar, wind, or data centers,” he posted on Facebook earlier this year. “Without our farmland, we lose the heart of Wisconsin.” (Earlier this year, my colleague Jael Holzman wrote about why the data center backlash is splashing over into renewable opposition.)
In Michigan, the epidemiologist and former public health official Abdul El-Sayed, who is trying to win the Democratic Senate primary, hasn’t promised a moratorium but says the computing facilities should follow certain “terms of engagement,” such as protecting locals from rate hikes and by using closed-loop water systems. “There’s literally not a conversation that I have, not a stop that I make, where data centers and AI don’t come up,” he told CNBC last month.
There, too, not all the opposition is coming from Democrats. The longshop GOP governor candidate Perry Johnson has campaigned against certain data center projects.
Suffice it to say I expect to keep being surprised. In fact, I was surprised by the backlash while writing this very newsletter. Earlier this evening, the country legend Willie Nelson urged Texans to “fight against data centers invading our land” and appeared to oppose a particular project in central Texas. What can I say? I expect data centers to always be on my mind — or, well, to be on it for the foreseeable future.
A conversation with a long-time watcher of the PJM on its new proposals
America’s largest electricity market, the 13-state PJM Interconnection, is being forced to rapidly redesign how it works in order to meet its own reliability goals while trying to meet new demand from data centers and electrification.
The market has been in a multiyear rolling crisis as its auctions for capacity — the commitment generators can make to being available in times of high demand — hit a legal cap, resulting in billions of dollars of payouts from customers, leading to higher electricity prices in states like New Jersey.
Much of these payments are due to current and future demand from data centers, some $29.4 billion in the last four capacity auctions, according to the market’s independent monitor.
At the same time, the system isn’t able to procure enough capacity to meet its reliability goals, leading to tongue lashings and even threats of intervention from the Federal Energy Regulatory Commission, whose chair, Laura Swett, now regularly criticizes PJM in her public appearances.
On Monday, the market released a series of proposed reforms and initiatives to bring on new generation and attempt to make up for its reliability gap. This includes a supposedly one-off procurement of new capacity later this year that had been requested by the region’s governors and the White House, a new registry of large loads, and a kind of connect-and-manage system whereby new large loads that don’t have their own capacity will face curtailment during times of high demand.
In a letter to stakeholders, the PJM board said that new large energy users could be increasing demand by up to 70 gigawatts by 2038 (its all time record demand is around 170 gigawatts) while some 15 gigawatts of generation have been retired in the last few years. This combination has “placed increasing pressure on the region’s resource adequacy position” and “requires decisive action,” the board said.
I spoke to Jon Gordon, senior director at the clean energy trade group Advanced Energy United and a longtime PJM watcher about the proposals.
This interview has been condensed and edited for clarity.
Let’s start from the beginning: what was announced on Monday evening?
Just backing up a little bit, PJM has had two critical issue fast-path processes to try to determine how to protect ratepayers from data center related costs. The first one began in the fall and ended in December inconclusively. Then they started another one, which also ended somewhat inclusively. So that put the ball in the PJM board’s hands to review all the data, all the information that had been proposed, provided, and discussed, and come up with a plan of their own. And so they have officially done so. What we saw announced yesterday was PJM’s plan that they need to file at FERC very shortly in order to allow that September procurement.
And this is the backstop procurement that they agreed to with the White House and the governors?
Yes, in concept. The details needed to be ironed out. This is the board’s official proposal and it’s not going to happen until FERC approves it all, and FERC is under a lot of pressure to approve this.
In the letter to stakeholders, they presented three things: the registry, the procurement, and their version of connect and manage. How do these three ideas interact with each other? Why are they all proposed together?
The backstop procurement is the process whereby data centers can enter into contracts for their own power generation, and once they can demonstrate that they have a contract for power, they can then connect to the grid under this new proposal, connect and manage. And the registry is the tool by which to keep track of all this stuff: who are the data centers contracted that are eligible for this process?
Because you need all this detail to know how to curtail them. They’re going to be subject to involuntary curtailment up until the time that they are able to meet all their own needs with their own power generation. Meanwhile, they’re going to be curtailed by the local distribution companies — but the local distribution companies don’t have all the data they need to know which customers can be curtailed. So that’s where the registry comes in. They’re all part of the same overall package.
Let’s talk through the process here. Say, you’re building a new large load, maybe a 150-megawatt or 200-megawatt data center trying to get started in PJM. Under this process, what are the kinds of the things you have to check through to interconnect, and how will it be different than a few years ago?
Let’s talk about what’s going to happen now under these new rules. They’re going to have to enter into a bilateral contract with a supplier to demonstrate they’re making a good faith effort to secure the generation they need to meet all of their needs at some date in the future. Once they demonstrate that to PJM, they will then go to the registry for the connect-and-manage process. Which means that until their generation is 100% up and running, they will be subject to involuntary curtailment.
Before all this, a data center would connect like any other customer to the grid and start drawing power and any costs PJM would incur to connect them to the grid would be socialized across all PJM customers. That’s what’s been happening for many years. Ratepayers are paying for data centers that have come online previously.
How does this interact with PJM’s interconnection reforms? Would this allow data centers to interact more quickly while protecting customers from price increases? This is the dual goal of the White House and FERC.
Where the interconnection process comes into play is for the generator that wants to enter into a bilateral contract with the data center. They’re the ones that have to interconnect their generation.
So that generator hopefully is already in the queue. If not, it’s going to be a long while before they’re actually serving power to anyone. The queue is still super important here in terms of how long that data center is going to be subject to voluntary curtailment. The slower the interconnection queue is, and the slower that overall process of building this new generation is, the longer those data centers are going to be subject to involuntary curtailment. My understanding is that a lot of data centers are not very happy about that.
Is this set of proposals biased in any way towards a particular type of generation?
On its face, it really isn’t. The data centers are free to contract with whatever generation source they like.
We know that many of the hyperscalers committed to meeting their data center needs with carbon-free energy. I’m hopeful they’re going to make an effort to contract to the extent possible with solar and battery resources.
But I am concerned that just the sheer magnitude of the need means we can’t avoid building a lot of new natural gas to meet all that load. We really had to bring all of that wind and solar online.
Even though those sources are going to be faster and lower cost than gas, their intermittent nature and the sheer size of what’s required is going to make that challenging.
What are the next steps here?
Everything we’ve been discussing is completely unprecedented and is happening in a timeframe that’s unimaginable. Three years ago if PJM tried to take on what they’re taking on, it would be a three or four year stakeholder process and it’s taking months.
With all of that said, everything we’ve just discussed, according to PJM, is temporary. It’s meant to be a stopgap to get this market rolling with data centers that are anxious to connect and move forward.
PJM is calling this reliability backstop a one-time procurement.
A lot of folks have said — and I agree with them — there will probably be more than one of these.
The other thing that’s going on is that PJM has begun a process to redesign their entire market structure, what they’re calling a holistic market review. That’s in acknowledgment that the capacity market is broken and is not functioning as intended.
That’s another stakeholder process underway. That’s another heavy lift, which they hope to have in place in 2027. By the time this whole backup procurement process is over, they hope to have a new market in place. That’s an incredibly heavy lift.