You’re out of free articles.
Log in
To continue reading, log in to your account.
Create a Free Account
To unlock more free articles, please create a free account.
Sign In or Create an Account.
By continuing, you agree to the Terms of Service and acknowledge our Privacy Policy
Welcome to Heatmap
Thank you for registering with Heatmap. Climate change is one of the greatest challenges of our lives, a force reshaping our economy, our politics, and our culture. We hope to be your trusted, friendly, and insightful guide to that transformation. Please enjoy your free articles. You can check your profile here .
subscribe to get Unlimited access
Offer for a Heatmap News Unlimited Access subscription; please note that your subscription will renew automatically unless you cancel prior to renewal. Cancellation takes effect at the end of your current billing period. We will let you know in advance of any price changes. Taxes may apply. Offer terms are subject to change.
Subscribe to get unlimited Access
Hey, you are out of free articles but you are only a few clicks away from full access. Subscribe below and take advantage of our introductory offer.
subscribe to get Unlimited access
Offer for a Heatmap News Unlimited Access subscription; please note that your subscription will renew automatically unless you cancel prior to renewal. Cancellation takes effect at the end of your current billing period. We will let you know in advance of any price changes. Taxes may apply. Offer terms are subject to change.
Create Your Account
Please Enter Your Password
Forgot your password?
Please enter the email address you use for your account so we can send you a link to reset your password:
Re-meet the once and future director of the Office of Management and Budget, Russell Vought.

President-elect Donald Trump spent the Friday evening before Thanksgiving filling out nearly the rest of his Cabinet. He plans for his Treasury secretary to be a hedge fund manager who’s called the Inflation Reduction Act “the Doomsday machine for the deficit”; he’s named a vaccine safety skeptic to lead the Centers for Disease Control and Prevention; and his pick to head the Department of Labor is a Republican congresswoman who may want to ease the enforcement of child labor rules if confirmed.
And — in one of the most consequential moves yet for America’s standing in the fight to mitigate climate change — Trump also named Russ Vought to lead the Office of Management and Budget. The decision comes as no surprise — Vought served as deputy director of the OMB under Trump in 2018 and took over the top job in 2019, serving until the end of Trump’s first presidency. The strategic communications group Climate Power had been sounding the alarm on his potential return to the office since this spring, which included sharing their research on him with me.
Unlike many Trump administration nominees, who tend to be loyalists with limited experience in the offices they’re appointed to oversee, Vought is noteworthy for having thought long and hard about how to “purge federal agencies of nonpartisan experts” and replace them with “partisan loyalists who would willingly follow any order without question, regardless of whether it was legal, constitutional, or the right thing to do for the people,” Joe Spielberger, the policy counsel at the Project on Government Oversight, an independent and nonpartisan watchdog group, told me when I covered Vought’s agenda earlier this year.
Vought plans to do so mainly by reinstating Schedule F, a job classification that would designate at least 50,000 career civil servants as “at-will” political employees, including climate scientists National Oceanic and Atmospheric Administration and others who sit on committees like the Clean Air Scientific Advisory. In Vought’s words in his chapter of Project 2025, “the Biden Administration’s climate fanaticism will need a whole-of-government unwinding.” (In a recent conversation with Tucker Carlson, the pair speculated about being able to “fire them all.”) Vought already tried this once, at the end of Trump’s first term, and Biden swiftly reversed it upon taking office.
Beyond gutting America’s scientific corps, possibly for generations, if confirmed, Vought will immediately make his presence in the Trump administration felt, having spent the past few years secretly drafting “hundreds of executive orders, regulations, and memos that would lay the groundwork for rapid action on Trump’s plans,” according to reporting by CNN and based on undercover video released by the Centre for Climate Reporting, which recorded a candid conversation with former OMB director about his plans under false pretenses. “Eighty percent of my time is working on the plans of what’s necessary to take control of these bureaucracies,” Vought told his interviewers. “And we are working doggedly on that,” including by “destroying their agencies’ notion of independence.”
Though Trump (and his campaign) tried to deflect the influence of the Heritage Foundation’s Project 2025 roadmap for his presidency, insisting he is an independent thinker not beholden to anyone, the president-elect’s appointment of Vought and other Project 2025 authors such as Brendan Carr, Tom Homan, and John Ratcliffe to powerful posts in his administration renders those denials specious, to say the least. More crucially, it suggests a certain intellectual deferral to Vought, enthroning him as one of the key architects of Trumpism 2.0. Through his Christian nationalist group, Center for Renewing America, Vought has spread his framework for solidifying executive power (and eliminating its checks and obstacles) throughout Washington’s right-wing intellectual circles, giving him a powerful base of support.
All this from the OMB, though — one of the, let’s face it, more boring offices of government? As Vought knows, however: If you control the budget, then you do everything.
Log in
To continue reading, log in to your account.
Create a Free Account
To unlock more free articles, please create a free account.
The market is reeling from a trio of worrisome data center announcements.
The AI industry coughed and the power industry is getting a cold.
The S&P 500 hit a record high on Thursday afternoon, but in the cold light of Friday, several artificial intelligence-related companies are feeling a chill. A trio of stories in the data center and semiconductor industry revealed dented market optimism, driving the tech-heavy NASDAQ 100 down almost 2% in Friday afternoon trading, and several energy-related stocks are down even more.
Here’s what’s happening:
Taken together, the three stories look like an AI slowdown, at least compared to the most optimistic forecasts for growth. If so, expectations of how much power these data centers need will also have to come down a bit. That has led to notable stock dips for companies across the power sector, especially independent power producers that own power plants, many of whose shares have risen sharply in the past year or two.
Shares in NRG were down around 4.5% on the day on Friday afternoon; nuclear-heavy Constellation Energy was down over 6%; Talen Energy, which owns a portfolio of nuclear and fossil fuel plants, was down almost 3% and Vistra was down 2%. Shares in GE Vernova, which is expanding its gas turbine manufacturing capacity to meet high expected demand for power, were down over 3.5%.
It’s not just traditional power companies that are catching this AI chill — renewables are shivering, as well. American solar manufacturer First Solar is down over 5%, while solar manufacturing and development company Canadian Solar is down over almost 9%.
Shares of Blue Owl, the investment firm that is helping to fund the big tech data center buildout, were down almost 4%.
The fates of all these companies are deeply intertwined. As Heatmap contributor Advait Arun wrote recently, ”The commercial potential of next-generation energy technologies such as advanced nuclear, batteries, and grid-enhancing applications now hinge on the speed and scale of the AI buildout.” Many AI-related companies are either invested in or lend to each other, meaning that a stumble that looks small initially could quickly cascade.
The power industry has seen these types of AI-optimism hiccups before, however. In January, several power companies swooned after Chinese AI company DeepSeek released an open source, compute-efficient large language model comparable to the most advanced models developed by U.S. labs.
Constellation’s stock price, for example, fell as much as 20% in response to the “DeepSeek Moment,” but are up over 45% this year, even factoring in today’s fall. GE Vernova shares have doubled in value this year.
So it looks like the power sector will still have something to celebrate at the end of this year, even if the celebrations are slightly less warm than they might have been.
Plus more insights from Heatmap’s latest event Washington, D.C.
At Heatmap’s event, “Supercharging the Grid,” two members of the House of Representatives — a California Democrat and a Colorado Republican — talked about their shared political fight to loosen implementation of the National Environmental Policy Act to accelerate energy deployment.
Representatives Gabe Evans and Scott Peters spoke with Heatmap’s Robinson Meyer at the Washington, D.C., gathering about how permitting reform is faring in Congress.
“The game in the 1970s was to stop things, but if you’re a climate activist now, the game is to build things,” said Peters, who worked as an environmental lawyer for many years. “My proposal is, get out of the way of everything and we win. Renewables win. And NEPA is a big delay.”
NEPA requires that the federal government review the environmental implications of its actions before finalizing them, permitting decisions included. The 50-year-old environmental law has already undergone several rounds of reform, including efforts under both Presidents Biden and Trump to remove redundancies and reduce the size and scope of environmental analyses conducted under the law. But bottlenecks remain — completing the highest level of review under the law still takes four-and-a-half years, on average. Just before Thanksgiving, the House Committee on Natural Resources advanced the SPEED Act, which aims to ease that congestion by creating shortcuts for environmental reviews, limiting judicial review of the final assessments, and preventing current and future presidents from arbitrarily rescinding permits, subject to certain exceptions.
Evans framed the problem in terms of keeping up with countries like China on building energy infrastructure. “I’ve seen how other parts of the world produce energy, produce other things,” said Evans. “We build things cleaner and more responsibly here than really anywhere else on the planet.”
Both representatives agreed that the SPEED Act on its own wouldn’t solve all the United States’ energy issues. Peters hinted at other permitting legislation in the works.
“We want to take that SPEED Act on the NEPA reform and marry it with specific energy reforms, including transmission,” said Peters.
Next, Neil Chatterjee, a former Commissioner of the Federal Energy Regulatory Commission, explained to Rob another regulatory change that could affect the pace of energy infrastructure buildout: a directive from the Department of Energy to FERC to come up with better ways of connecting large new sources of electricity demand — i.e. data centers — to the grid.
“This issue is all about data centers and AI, but it goes beyond data centers and AI,” said Chatterjee. “It deals with all of the pressures that we are seeing in terms of demand from the grid from cloud computing and quantum computing, streaming services, crypto and Bitcoin mining, reshoring of manufacturing, vehicle electrification, building electrification, semiconductor manufacturing.”
Chatterjee argued that navigating load growth to support AI data centers should be a bipartisan issue. He expressed hope that AI could help bridge the partisan divide.
“We have become mired in this politics of, if you’re for fossil fuels, you are of the political right. If you’re for clean energy and climate solutions, you’re the political left,” he said. “I think AI is going to be the thing that busts us out of it.”
Updating and upgrading the grid to accommodate data centers has grown more urgent in the face of drastically rising electricity demand projections.
Marsden Hanna, Google’s head of energy and dust policy, told Heatmap’s Jillian Goodman that the company is eyeing transmission technology to connect its own data centers to the grid faster.
“We looked at advanced transition technologies, high performance conductors,” said Hanna. “We see that really as just an incredibly rapid, no-brainer opportunity.”
Advanced transmission technologies, otherwise known as ATTs, could help expand the existing grid’s capacity, freeing up space for some of the load growth that economy-wide electrification and data centers would require. Building new transmission lines, however, requires permits — the central issue that panelists kept returning to throughout the event.
Devin Hartman, director of energy and environmental policy at the R Street Institute, told Jillian that investors are nervous that already-approved permits could be revoked — something the solar industry has struggled with under the Trump administration.
“Half the battle now is not just getting the permits on time and getting projects to break ground,” said Hartman. “It’s also permitting permanence.”
This event was made possible by the American Council on Renewable Energy’s Macro Grid Initiative.
A letter from the Solar Energy Industries Association describes the administration’s “nearly complete moratorium on permitting.”
A major solar energy trade group now says the Trump administration is refusing to do even routine work to permit solar projects on private lands — and that the situation has become so dire for the industry, lawmakers discussing permitting reform in Congress should intervene.
The Solar Energy Industries Association on Thursday published a letter it sent to top congressional leaders of both parties asserting that a July memo from Interior Secretary Doug Burgum mandating “elevated” review for renewables project decisions instead resulted in “a nearly complete moratorium on permitting for any project in which the Department of Interior may play a role, on both federal and private land, no matter how minor.” The letter was signed by more than 140 solar companies, including large players EDF Power Solutions, RES, and VDE Americas.
The letter reinforces a theme underlying much of Heatmap’s coverage since the memo’s release — that the bureaucratic freeze against solar decision-making has stretched far beyond final permits to processes once considered ancillary. It also confirms that the enhanced review has jammed up offices outside Burgum’s purview, such as the Army Corps of Engineers, which oversees wetlands, water crossings, and tree removals, and requires Interior to sign off on actions through the interagency consultation process.
SEIA’s letter asserts that the impacts of Burgum’s memo stretch even to projects on private lands seeking Interior’s assistance to determine whether federally protected species are even present — meaning that regardless of whether endangered animals or flowers are there, companies are now taking on an outsized legal risk by moving forward with any kind of development.
After listing out these impacts in its letter, SEIA asked Congress to pressure Interior into revoking the July memo in its entirety. The trade group added there may be things Interior could do besides revoking the memo that would amount to “reasonable steps” in the “short-term to prevent unnecessary delays in energy development that is currently poised to help meet the growing energy demands of AI and other industries.” SEIA did not elaborate on what those actions would look like in its letter.
“Businesses need certainty in order to continue making investments in the United States to build out much-needed energy projects,” SEIA’s letter reads. “Certainty must include a review process that does not discriminate by energy source.” It concludes: “We urge Congress to keep fairness and certainty at the center of permitting negotiations.”
Notably, the letter arrived after American Clean Power — another major trade group representing renewable energy companies — backed a major GOP-authored permitting bill called the SPEED Act that is moving through the House. Although the bill has some bipartisan support from the most moderate wing of the House Democratic caucus, it has yet to win support from Democrats involved in bipartisan permitting talks, including Representative Scott Peters, who told me he’d back the bill only if Trump were prevented from stalling federal decision-making for renewable energy projects.
SEIA has deliberately set itself apart from ACP in this regard, telling me last week that it was neutral on the legislation as it stands. In a statement released with the letter to Congress, the trade group’s CEO, Abigail Ross Hopper, said that while “the solar industry values the continued bipartisan engagement on permitting reform, the SPEED Act, as passed out of committee, falls short of addressing this core problem: the ongoing permitting moratorium.”
“To be clear, there is no question we need permitting reform,” Hopper stated. “There is an agreement to be reached, and SEIA and our 1,200 member companies will continue our months-long effort to advocate for a deal that ensures equal treatment of all energy sources, because the current status of this blockade is unsustainable.”
In a statement to Heatmap News, Interior spokesperson Alyse Sharpe confirmed the agency is using its “current review process” on “federal resources, permits or consultations” related to solar projects on “federal, state or private lands.” “This policy strengthens accountability, prevents misuse of taxpayer-funded subsidies and upholds our commitment to restoring balance in energy development.” The agency declined to comment on SEIA’s request to Congress, though. “We don’t provide comment on correspondence to Congress regarding Interior issues via the media,” Sharpe said.