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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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Clean energy stocks were up after the court ruled that the president lacked legal authority to impose the trade barriers.
The Supreme Court struck down several of Donald Trump’s tariffs — the “fentanyl” tariffs on Canada, Mexico, and China and the worldwide “reciprocal” tariffs ostensibly designed to cure the trade deficit — on Friday morning, ruling that they are illegal under the International Emergency Economic Powers Act.
The actual details of refunding tariffs will have to be addressed by lower courts. Meanwhile, the White House has previewed plans to quickly reimpose tariffs under other, better-established authorities.
The tariffs have weighed heavily on clean energy manufacturers, with several companies’ share prices falling dramatically in the wake of the initial announcements in April and tariff discussion dominating subsequent earnings calls. Now there’s been a sigh of relief, although many analysts expected the Court to be extremely skeptical of the Trump administration’s legal arguments for the tariffs.
The iShares Global Clean Energy ETF was up almost 1%, and shares in the solar manufacturer First Solar and the inverter company Enphase were up over 5% and 3%, respectively.
First Solar initially seemed like a winner of the trade barriers, however the company said during its first quarter earnings call last year that the high tariff rate and uncertainty about future policy negatively affected investments it had made in Asia for the U.S. market. Enphase, the inverter and battery company, reported that its gross margins included five percentage points of negative impact from reciprocal tariffs.
Trump unveiled the reciprocal tariffs on April 2, a.k.a. “liberation day,” and they have dominated decisionmaking and investor sentiment for clean energy companies. Despite extensive efforts to build an American supply chain, many U.S. clean energy companies — especially if they deal with batteries or solar — are still often dependent on imports, especially from Asia and specifically China.
In an April earnings call, Tesla’s chief financial officer said that the impact of tariffs on the company’s energy business would be “outsized.” The turbine manufacturer GE Vernova predicted hundreds of millions of dollars of new costs.
Companies scrambled and accelerated their efforts to source products and supplies from the United States, or at least anywhere other than China.
Even though the tariffs were quickly dialed back following a brutal market reaction, costs that were still being felt through the end of last year. Tesla said during its January earnings call that it expected margins to shrink in its energy business due to “policy uncertainty” and the “cost of tariffs.”
Alphabet and Amazon each plan to spend a small-country-GDP’s worth of money this year.
Big tech is spending big on data centers — which means it’s also spending big on power.
Alphabet, the parent company of Google, announced Wednesday that it expects to spend $175 billion to $185 billion on capital expenditures this year. That estimate is about double what it spent in 2025, far north of Wall Street’s expected $121 billion, and somewhere between the gross domestic products of Ecuador and Morocco.
This is a “a massive investment in absolute terms,” Jefferies analyst Brent Thill wrote in a note to clients Thursday. “Jarringly large,” Guggenheim analyst Michael Morris wrote. With this announcement, total expected capital expenditures by Alphabet, Microsoft and Meta for 2026 are at $459 billion, according to Jefferies calculations — roughly the GDP of South Africa. If Alphabet’s spending comes in at the top end of its projected range, that would be a third larger than the “total data center spend across the 6 largest players only 3 years ago,” according to Brian Nowak, an analyst at Morgan Stanley.
And that was before Thursday, when Amazon told investors that it expects to spend “about $200 billion” on capital expenditures this year.
For Alphabet, this growth in capital expenditure will fund data center development to serve AI demand, just as it did last year. In 2025, “the vast majority of our capex was invested in technical infrastructure, approximately 60% of that investment in servers, and 40% in data centers and networking equipment,” chief financial officer Anat Ashkenazi said on the company’s earnings call.
The ramp up in data center capacity planned by the tech giants necessarily means more power demand. Google previewed its immense power needs late last year when it acquired the renewable developer Intersect for almost $5 billion.
When asked by an analyst during the company’s Wednesday earnings call “what keeps you up at night,” Alphabet chief executive Sundar Pichai said, “I think specifically at this moment, maybe the top question is definitely around capacity — all constraints, be it power, land, supply chain constraints. How do you ramp up to meet this extraordinary demand for this moment?”
One answer is to contract with utilities to build. The utility and renewable developer NextEra said during the company’s earnings call last week that it plans to bring on 15 gigawatts worth of power to serve datacenters over the next decade, “but I'll be disappointed if we don't double our goal and deliver at least 30 gigawatts through this channel by 2035,” NextEra chief executive John Ketchum said. (A single gigawatt can power about 800,000 homes).
The largest and most well-established technology companies — the Microsofts, the Alphabets, the Metas, and the Amazons — have various sustainability and clean energy commitments, meaning that all sorts of clean power (as well as a fair amount of natural gas) are likely to get even more investment as data center investment ramps up.
Jefferies analyst Julien Dumoulin-Smith described the Alphabet capex figure as “a utility tailwind,” specifically calling out NextEra, renewable developer Clearway Energy (which struck a $2.4 billion deal with Google for 1.2 gigawatts worth of projects earlier this year), utility Entergy (which is Google’s partner for $4 billion worth of projects in Arkansas), Kansas-based utility Evergy (which is working on a data center project in Kansas City with Google), and Wisconsin-based utility Alliant (which is working on data center projects with Google in Iowa).
If getting power for its data centers keeps Pichai up at night, there’s no lack of utility executives willing to answer his calls.
The offshore wind industry is now five-for-five against Trump’s orders to halt construction.
District Judge Royce Lamberth ruled Monday morning that Orsted could resume construction of the Sunrise Wind project off the coast of New England. This wasn’t a surprise considering Lamberth has previously ruled not once but twice in favor of Orsted continuing work on a separate offshore energy project, Revolution Wind, and the legal arguments were the same. It also comes after the Trump administration lost three other cases over these stop work orders, which were issued without warning shortly before Christmas on questionable national security grounds.
The stakes in this case couldn’t be more clear. If the government were to somehow prevail in one or more of these cases, it would potentially allow agencies to shut down any construction project underway using even the vaguest of national security claims. But as I have previously explained, that behavior is often a textbook violation of federal administrative procedure law.
Whether the Trump administration will appeal any of these rulings is now the most urgent question. There have been no indications that the administration intends to do so, and a review of the federal dockets indicates nothing has been filed yet.
The Department of Justice declined to comment on whether it would seek to appeal any or all of the rulings.
Editor’s note: This story has been updated to reflect that the administration declined to comment.