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“High-paying jobs”? “Good for our economy”? “Powering our future”? Totally cool.

Earlier this month, an odd little ad began appearing on TVs in Michigan. On first watch, it plays like any other political advertisement you’d see on television this time of year. In it, Michigan governor and Biden surrogate Gretchen Whitmer touts the high-paying electric vehicle manufacturing jobs that the Democratic administration has brought to her state. Watch the spot a few times, though, and it soon becomes clear what it’s missing.
Climate change.
The 30-second ad by Evergreen Action, an advocacy group linked to Washington Governor Jay Inslee, promotes “electric cars that power our economy and our future,” “training Michigan workers for high-paying jobs,” and policies that are “good for our economy.” This is all clearly referencing programs in the Inflation Reduction Act, arguably the most significant piece of climate legislation ever enacted in the United States, and yet the spot doesn’t once mention the one big upside all these upsides have in common. According to new polling that Third Way, a center-left think tank, shared exclusively with Heatmap News, that’s a good thing.
“Climate, as a message, is not going to drive turnout,” Emily Becker, the deputy director of communications for Third Way’s climate and energy team, told me.
While most Americans believe the planet is warming due to human activity and overwhelmingly want the government to do something about it, “climate change” — at least in those words — is almost never their most important issue. According to prior polling by Third Way and confirmed in issue polls run by firms like Pew, voters who say the economy is their No. 1 priority make up a plurality of the electorate, while “climate-first” voters represent a much smaller (and typically, whiter, older, and wealthier) subsection.
The new poll, conducted in mid-May and released on Monday, was done in partnership with Impact Research, a progressive polling firm that also works directly with Biden. What Third Way wanted was a better understanding of when and where climate becomes a make-or-break issue. The results show that just over half of Americans (54%) would back a candidate who views clean energy as a priority. When presented with the hypothetical of picking between a candidate who wants immediate climate action and one who “feels we must address inflation before combating climate change,” the numbers dip; just 40% of respondents said they’d vote for the former candidate, and 47% picked the inflation-busting latter.
Of course, this is a made-up scenario. For one thing, the clean energy build-out is inflation-busting, and lest we forget, the 2024 election is between a candidate who passed the most substantial climate legislation in U.S. history and one who still claims climate change is a hoax. But inflation is the heavy-weight issue in America right now. “People are going to prioritize anything that impacts them personally,” Anat Shenker-Osorio, a strategic communications consultant and the host of the podcast Words to Win By, told me.
Shenker-Osorio said she interprets the candidate question as a victory for climate advocates. Sure, when forced to make a binary, zero-sum choice between climate and inflation, the respondents to this poll chose the latter — but only by 7 points, and with a margin of error of 3.1. Climate advocates have done an “extraordinary job to bring voters into a place where they’re only 7 points underwater on this make-believe question, where somehow tackling corporate price gouging and raising people’s wages can’t be done if we are also tackling climate change,” Shenker-Osorio told me.
Shenker-Osorio did agree, however, that the word “climate” needs to be used carefully, at risk of confusing or alienating voters. “I’m not arguing that the winner here is to say ‘climate change’ over and over and over again,” she said. “I also don’t use that in my messaging. It’s way too abstract.” Shenker-Osorio pointed to phrases like “damage to our climate” instead, and stressed to me that it is important for Democratic candidates and their surrogates to “present a positive vision, which is: the clean energy future is ours for the taking.”
Becker, of Third Way, acknowledged that the question presented a blatantly artificial scenario, but argued that “using measures that can be imperfect can still be revelatory in terms of how individuals think about this issue.” For example, while emissions reduction is an obvious upside of clean energy — it’s literally emphasized in the name! — the polling confirmed that centering discussions of things like solar power and EVs on the high-paying jobs and cost-saving upsides was more productive than opining about saving the planet.
Finding the right balance might not seem too hard, but when you have a 30-second ad spot running in living rooms across Michigan, every single word needs to be high impact. And manufacturing electric cars because they “power our economy and our future?” That’s an upside everyone can agree on.
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Americans paid $217 on average for electricity last month, according to Heatmap and MIT’s Electricity Price Hub.
July is typically the season of high electricity bills, and this year is no exception.
Nationally, the average electricity bill spiked to $217, an all-time high, according to new data from Heatmap and MIT’s Electricity Price Hub. That’s up from $177 in June, and $215 last July. Meanwhile, electricity rates were 19 cents per kilowatt-hour, virtually unchanged from June and slightly higher than July of last year.
Throughout the country, many ratepayers are seeing higher costs and charges in the portion of their bill covering the cost of power generation.
Once again, some of the most notable electricity price and bill trends were seen in the mid-Atlantic region, the heart of the data center boom and the anchor area of the PJM Interconnection. The region also includes Virginia, where Florida utility and energy developer NextEra is attempting to acquire the commonwealth’s dominant utility, Dominion.
In July, Dominion customers saw typical generation charges rise to $155 a month, up from $124 a year ago. Overall bills for Dominion customers were about $259 this past month.
The higher bills are in part due to the “fuel charge rider” that went into effect this past month to help recover about $1 billion in additional generation costs claimed by the utility. Those charges stem in part from higher fuel costs this past winter, when natural gas prices spiked to their highest level since the winter of 2022-23, Dominion officials said in a filing to the state’s utilities regulator. The MIT researchers estimate that the fuel charge added around $53 to July bills, up $12 from July of last year.
In neighboring Delaware, bills were $216 a month in July, a record high, while prices were around 19 cents per kilowatt-hour. Customers of the state’s main utility, Delmarva Power, saw a near 20% hike in the supply charge in their standard service offerings, as prices rose from around 16 cents per kilowatt-hour from last year.
The Delaware Public Service Commission voted at the beginning of last month to allow an interim rate increase of about $3 per month for the typical customer, which went into effect July 9. Soon after, Delaware Governor Matt Meyer signed a law giving the state’s regulators more discretion to reject putting certain utility costs into the rate base and thus limit subsequent price hikes requested by utilities. The governor’s office described the law as a mechanism “to prioritize prudent spending over unchecked cost recovery.”
The energy developer is backing off after a Heatmap report.
Clearway says it is backing off its plans to build a data center and gas power plant on federal land, days after Heatmap revealed the energy developer’s proposal.
Last week, I reported that Clearway asked the Trump administration’s Bureau of Land Management to swap a five year-old application for a solar farm’s permits with “a proposed data center and natural gas facility.” Clearway’s chief development officer John Woody had written in a letter to BLM dated April 3 that the swap was “the result of a shift in our internal development priorities” and intended “to better align with the goals of our Administration.” He also noted the plans were in “exploratory early stages.”
This news fit a trend. I obtained Clearway’s letter right after reporting on a different solar project on federal land that was being swapped for a data center. But it turns out, the company’s internal thinking continued to shift: on Friday, they reached out to me saying they are now nixing the data center and gas plant, after concluding it wasn’t the right call for their business.
“Since our initial filing, we’ve evaluated how to make the best use of this public land in a way that serves its intended purpose: the public interest. As a clean energy developer and operator, our focus in Nevada remains solar and battery storage,” Clearway said in a statement it provided to me from an unnamed spokesperson. “We are in the process of amending our application to reflect the state’s growing demand for low-cost, reliable energy.”
In addition, Clearway on Monday sent a letter to BLM formally alerting the agency it has no plans to build the data center, which it also provided to me.
When I first broke news of Clearway’s plans, I said it was an apparent aberration – they oversaw relatively few fossil projects and had never worked in data centers. I chalked this pivot up to yet another energy developer changing its tune with the winds of national politics. Now that the company is apparently sticking to its guns, I’m mostly just left wondering what happened here – and relieved some still remain committed to zero-emissions power in the booming business of electrons.
The deal, shared exclusively with Heatmap, is the startup’s third in the oil-importing country.
Hydrogen fuel comes in myriad forms. There’s green hydrogen, which is extracted from water molecules using zero-carbon electricity. There’s blue hydrogen, derived from methane and scrubbed clean by carbon capture. And then there’s white hydrogen. Otherwise known as natural or geologic hydrogen, this type of hydrogen comes directly from naturally occurring deposits in the earth, can accumulate in considerable quantities and concentrations, and is highly energy-efficient to extract compared to manufacturing pathways such as electrolyzers and steam methane reforming.
It’s a seductive promise, but finding deposits with enough hydrogen to make the economics of exploration work is difficult. That’s where Koloma comes in. The startup uses a bespoke subsurface data set, which its founders developed over 20-plus years, to flag the areas most likely to hold sufficient hydrogen, after which they can extract it for power and derivative fuels.
On Thursday, the startup announced its latest exploration deal, its third in the Philippines, which will give it exclusive rights to a roughly 817-square-mile area in western Zambales Province on the island of Luzon. Altogether, the company now has rights to explore more than 1,600 square miles of the island.
The Philippines until recently imported 98% of its oil from the Middle East. Since the onset of the U.S. and Israel-led war in Iran and the subsequent closure of the Strait of Hormuz, the country’s responses have included declaring an energy emergency, imposing a four-day workweek, tripling solar panel imports from China, and even planning to dust off the Bataan Nuclear Power Plant, which has sat idle since 1986.
The country also sits between three active tectonic plates, which means it has a lot of young iron-rich rock formations exposed to water — exactly the conditions that continuously produce natural hydrogen.
“The Philippines is like the poster child of that,” Pete Johnson, Koloma’s CEO, told me. “The geology is very, very good.” Accordingly, the prospect of a plentiful, easy-to-tap domestic energy source has gotten Philippine policymakers excited. The government collects data on natural leaks of hydrogen from the ground to help companies like Koloma narrow their search.
In theory, once a viable deposit is discovered, extraction is straightforward. “If you drill a hole into that pressurized reservoir, the gas is going to flow by itself. It’s just like poking a hole in a balloon,” Johnson told me. Where electrolyzers need around 55 megawatt-hours of energy to produce a ton of hydrogen and gas-powered reformers need around 40 megawatt-hours, natural hydrogen extraction would take 3 megawatt-hours maximum, according to the CEO. And unlike some methods to artificially stimulate the formation of hydrogen deposits, which my colleague Katie Brigham wrote about last week, tapping into natural wells doesn’t require injecting high-pressure fluids, which keeps the structural integrity of the subsurface intact.
Koloma has no hard agreement with the Philippine government to earmark any of the hydrogen it may produce there for domestic consumption, Johnson told me. But given the difficulty of transporting the lightweight gas and the projected growth of the Philippine economy, he expects the country would be the overwhelming beneficiary of Koloma’s activities there.
Once it’s extracted, Koloma could sell the hydrogen as a primary resource (major population and industrial centers like Manila are close to exploration sites) or as a feedstock for products like ammonia and sustainable aviation fuel, which local manufacturers could then export. There may also be opportunities to sequester captured CO2, which easily bonds with the types of rock often found in natural hydrogen deposits and can in turn make the rock more reactive for hydrogen generation.
Hydrogen has figured heavily in the decarbonization and energy security plans of import-dependent East and Southeast Asian economies for a long time. As Katie explained earlier this year, it’s also a centerpiece of China’s latest five-year plan. Japan, meanwhile, has been a leader since the industry’s inception, rolling out the world’s first hydrogen strategy in 2017. The Philippines’ partnership with Koloma is a bet that there are enough hydrogen balloons under its land to put its energy plans on the same trajectory.