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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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The move would mark a significant escalation in Trump’s hostility toward climate diplomacy.
The United States is departing the United Nations Framework Convention on Climate Change, the overarching treaty that has organized global climate diplomacy for more than 30 years, according to the Associated Press.
The withdrawal, if confirmed, marks a significant escalation of President Trump’s war on environmental diplomacy beyond what he waged in his first term.
Trump has twice removed the U.S. from the Paris Agreement, a largely nonbinding pact that commits the world’s countries to report their carbon emissions reduction goals on a multi-year basis. He most recently did so in 2025, after President Biden rejoined the treaty.
But Trump has never previously touched the UNFCCC. That older pact was ratified by the Senate, and it has served as the institutional skeleton for all subsequent international climate diplomacy, including the Paris Agreement.
The United States was a founding member of the UN Framework Convention on Climate Change. It first joined the treaty in 1992, when President George H.W. Bush signed the pact and lawmakers unanimously ratified it.
Every other country in the world belongs to the UNFCCC. By withdrawing from the treaty, the U.S. would likely be locked out of the Conference of the Parties, the annual UN summit on climate change. It could also lose any influence over UN spending to drive climate adaptation in developing countries.
It remains unclear whether another president could rejoin the framework convention without a Senate vote.
As of 6 p.m. Eastern on Wednesday, the AP report cited a U.S. official who spoke on condition of anonymity because the news had not yet been announced.
The Trump administration has yet to confirm the departure. On Wednesday afternoon, the White House posted a notice to its website saying that the U.S. would leave dozens of UN groups, including those that “promote radical climate policies,” without providing specifics. The announcement was taken down from the White House website after a few minutes.
The White House later confirmed the departure from 31 UN entities in a post on the social network X, but did not list the groups in question.
Bloom Energy is riding the data center wave to new heights.
Fuel cells are back — or at least one company’s are.
Bloom Energy, the longtime standard-bearer of the fuel cell industry, has seen its share of ups and downs before. Following its 2018 IPO, its stock price shot up to over $34 before falling to under $3 a share in October 2019, then soared to over $42 in the COVID-era market euphoria before falling again to under $10 in 2024. Its market capitalization has bounced up and down over the years, from an all time low of less than $1 billion in 2019 and further struggles in early 2020 after it was forced to restate years of earnings thanks to an accounting error after already struggling to be profitable, up again to more than $7 billion in 2021 amidst a surge of interest in backup power.
The stock began soaring (again) in the middle of last year as anything and everything plausibly connected to artificial intelligence was going vertical. Today, Bloom Energy is trading at more than $111 a share, with a market cap north of $26 billion — and that’s after a dramatic fall from its all-time high price of over $135 per share, reached in November. By contrast, Southwest Airlines is worth around $22 billion; Edison International, the parent company of Southern California Edison, is worth about $22.5 billion.
This is all despite Bloom recording regular losses according to generally accepted accounting principles, although its quarterly revenue has risen by over 50%, and its reported non-GAAP and adjusted margins and profits have grown considerably. The company has signed deals or deployed its fuel cells with Oracle, the utility AEP, Amazon Web Services, gas providers, the network infrastructure company Equinix, the real estate developer Brookfield, and the artificial intelligence infrastructure company CoreWeave, Bloom’s chief executive and founder, KR Sridhar, said in its October earnings call.
While fuel cells have been pitched for decades as a way to safely use hydrogen for energy, fuel cells can also run on natural gas or biogas, which the company has seized on as a way to ride the data center boom. Bloom leadership has said that the company will double its manufacturing capacity by the end of this year, which it says will “support” a projected four-fold annual revenue increase. “The AI build-outs and their power demands are making on-site power generated by natural gas a necessity,” Sridhar said during the earnings call.
To get a sense of how euphoric perception of Bloom Energy has been, Morgan Stanley bumped its price target from $44 dollars a share to $85 on September 16 — then just over a month later, bumped it again to $155, calling the company “one of our favorite ‘time to power’ stocks given its available capacity and near-term expansion plans.”
Bloom has also won plaudits from semiconductor and data center industry analysts. The research firm SemiAnalysis described Bloom’s fuel cells as a “a fairly niche solution [that] is now taking an increasingly large share of the pie.”
It’s been a long journey from green tech darling to AI infrastructure for Bloom Energy — and fuel cells as a technology.
Bloom was founded in 2001, originally as Ion America, and quickly attracted high profile Silicon Valley investors. By 2010, fuel cells (and Bloom) were still being pitched as the generation source of the future, with The New York Times reporting in 2010 that Bloom had “spent nearly a decade developing a new variety of solid oxide fuel cell, considered the most efficient but most technologically challenging fuel-cell technology.” That product launch followed some $400 million in funding, and Bloom would hit an almost $3 billion valuation in 2011.
By 2016, however, when the company first filed with the Securities and Exchange Commission to sell shares to the public, it was being described by the Wall Street Journal as “a once-ballyhooed alternative energy startup,” in an article that said the fuel cell industry had been an “elusive target for decades, with a succession of companies unable to realize its business potential.” The company finally went public in 2018 at a valuation of $1.6 billion.
Then came the AI boom.
Fuel cells don’t use combustion to generate power, instead combining oxygen ions with hydrogen from natural gas and generating emissions of carbon dioxide and water, albeit without the particulate pollution of other forms of fossil-fuel-based electricity generation. This makes the process of getting permits from the Environmental Protection Agency “significantly smoother and easier than that of combustion generators,” SemiAnalysis wrote in a report.
In today’s context, Bloom’s fuel cells are yet another on-site, behind-the-meter natural gas power solution for data centers. “The rapid expansion of AI data centers in the U.S. is colliding with grid bottlenecks, driving operators to adopt BTM generation for speed-to-power and resilience to their modularity, fast deployment, and ability to handle volatile AI workloads,” Jefferies analyst Dushyant Ailani wrote in a note to clients. “Natural gas reciprocating engines, Batteries, and Bloom fuel cells are emerging as a preferred solution due to their modularity, fast deployment, and ability to handle volatile AI workloads.”
SemiAnalysis estimates that capital expenditure for Bloom fuel cells are substantially higher than those for gas turbines on a kilowatt-hour basis — $3,000 to $4,000 for fuel cells, compared to between $1,500 and $2,500 for turbines. But where the company excels is in speed. “The big turbines are sold out for four or five years,” Maheep Mandloi, an analyst at Mizuho Securities, told me. “The smaller ones for behind the meter for one to two years. These guys can deliver, if needed, within 90 days.”
Like other data center-related companies, Bloom has faced some local opposition, though not a debilitating amount. In Hilliard, Ohio, the state siting board overrode concerns about the deployment of more than 200 fuel cells at an AWS facility.
Bloom is also far from the only company that has realigned itself to ride the AI wave. Caterpillar, which makes simple turbine systems largely for the oil and gas industry, has become a data center darling, while the major turbine manufacturers Mitsubishi, Siemens Energy, and GE Vernova have all seen dramatic increases in their stock price in the last year. Korean industrial conglomerate Doosan is now developing a new large-scale turbine. Even the supersonic jet startup Boom is developing a gas turbine for data centers.
While artificial intelligence — or at least artificial intelligence companies — promises unforeseen technological and scientific advancements, so far it’s being powered by the technological and scientific advancements of the past.
On AI forecasts, California bills, and Trump’s fusion push
Current conditions: The intense rain pummeling Southern California since the start of the new year has subsided, but not before boosting Los Angeles’ total rainfall for the wet season that started in October a whopping 343% above the historical average • The polar vortex freezing the Great Lakes and Northeast is moving northward, allowing temperatures in Chicago to rise nearly 20 degrees Fahrenheit • The heat wave in southern Australia is set to send temperatures soaring above 113 degrees.

It’s not the kind of thing anyone a decade ago would have imagined: a communique signed by most of Western Europe’s preeminent powers condemning Washington’s efforts to seize territory from a fellow NATO ally. But in the days since the United States launched a surprise raid on Venezuela and arrested its long-time leader Nicolás Maduro, President Donald Trump has stepped up his public lobbying of Denmark to cede sovereignty over Greenland to the U.S. Senator Thom Tillis, the North Carolina Republican, and Senator Jeanne Shaheen, the Democrat from New Hampshire, put out a rare bipartisan statement criticizing the White House’s pressure campaign on Denmark, “one of our oldest and most reliable allies.” While Stephen Miller, Trump’s hard-line deputy chief of staff, declined to rule out an invasion of Greenland during a TV appearance this week, The Wall Street Journal reported Tuesday that Secretary of State Marco Rubio told lawmakers that the goal of the administration’s recent threats against the autonomously-governed Arctic island were to press Denmark into a sale.
The U.S. unsuccessfully tried acquiring Greenland multiple times during the 20th century, and invaded the island during World War II to prevent the Nazis from gaining a North American foothold after Denmark fell in the blitzkrieg. Indeed, Washington purchased the U.S. Virgin Islands, its second largest Caribbean territory, shortly after the 1898 Spanish-American war that brought Puerto Rico under American control. But the national-security logic of taking Greenland now, when the U.S. already maintains a military base there, is difficult to parse. “Greenland already is in the U.S. sphere of influence,” Columbia University political scientist Elizabeth N. Saunders wrote in a post on Bluesky. “It’s far cheaper for the U.S., in material, security, and reputational terms, to have Denmark continue administering Greenland and work within NATO on security.” One potential reason Trump might want the territory, as Heatmap’s Jael Holzman wrote last fall, is to access Greenland’s mineral wealth. But the logistics of getting rare earths out of both the ground and the Arctic to refineries in the U.S. are challenging. Meanwhile, in other imperialistic activities, Trump said Tuesday evening in a post on Truth Social that Venezuela would cede between 30 million and 50 million barrels of oil to the U.S., though the legal mechanism for such a transfer remains murky, according to The New York Times.
I told you last month about the in-house market monitor at the PJM Interconnection, the country’s largest power grid, urging federal regulators to prevent more data centers coming online within its territory until it can sort out how to reliably supply them with electricity. As Heatmap’s Matthew Zeitlin wrote days later, “everyone wants to know PJM’s data center plan.” On Tuesday, E&E News reported that PJM is expected to ratchet down its forecasts for how much power demand artificial intelligence will add on the East Coast. When the grid operator’s latest analysis of future needs comes out later this month, PJM Chief Operating Officer Stu Bresler said during a call last month that the projections for mid-2027 will be “appreciably lower” than the current forecast.
The merger of the parent company of Trump’s TruthSocial website and the nuclear fusion developer TAE Technologies, as I reported in this newsletter last month, is “flabbergasting” to analysts. And yet the pair’s partnership is advancing. On Tuesday, the companies announced that site selection was underway for a pilot-scale power plant set to begin construction later this year. The first facility would generate just 50 megawatts of electricity. But the companies said future plants are expected to pump out as much as 500 megawatts of power.
Meanwhile, the rival startup widely seen as the frontrunner to build America’s first fusion plant unveiled new deals of its own. Over at the CES 2026 electronics show in Las Vegas on Tuesday, Commonwealth Fusion Systems — which analysts say is taking a more simplified and straightforward pathway to commercializing fusion power than TAE — touted a new deal with microchip giant Nvidia and told the crowd at the conference that it had installed the first magnet at its pilot reactor, TechCrunch reported.
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Scott Wiener, the California state senator making a bid for Representative Nancy Pelosi’s long-held House seat, introduced two new bills he said were designed to ease rising energy costs. The first bill is meant to “get rid of a bunch of that red tape” that makes installing a heat pump expensive and challenging in the state, the Democrat explained in a video posted on Bluesky. The second piece of legislation would clear the way for renters to install small, plug-in solar panels on apartment balconies. “Right now, in California, it is way, way, way too hard, if not impossible, to install these kinds of units,” Wiener said. “We have to make energy more affordable for people.”
Sunrun is forming a new joint venture with the green infrastructure investor HASI to finance deployment of at least 300 megawatts of solar across what the companies billed as “more than 40,000 home power plants across the country.” As part of the deal, which closed last month, HASI will invest $500 million over an 18-month period into the new company, allowing the nation’s largest solar installer to “retain a significant long-term ownership position” in the projects. As I reported for exclusively Heatmap in October, a recent analysis by the nonprofit Permit Power, which advocates for easing red tape on rooftop solar, found that the cost of solar panels in the U.S. was far higher than in Australia or Germany due to bureaucratic rules. The HASI investment will help bring down the costs for Sunrun directly as it installs more panels.
Total U.S. utility-scale solar installations for 2025 were on track last month to beat the previous year, as I reported in this newsletter. But the phaseout of federal tax credits next year is set to dim the industry somewhat as projects race to start construction before the expiration date.
In another session at CES 2026, the electric transportation company Donut Labs claimed it’s made an affordable, energy-dense solid state battery that’s powering a new motorcycle and charges in just five minutes. The startup hasn’t yet produced any independent verification of those promises. But the company is known for what InsideEVs called its “sci-fi wheel-in electric motor” for its bikes.