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Sparks

The First Big Fight of the U.S. General Election Is Over LNG

Americans have yet another acronym to learn.

Donald Trump.
Heatmap Illustration/Getty Images

When the White House announced on Friday that it would temporarily pause the approval of new liquified natural gas export terminals, it wasn’t just a victory for climate activists. It also drew the line for the first big showdown of the longest general election in modern history. With all due respect to Nikki Haley and some guy named Ryan Binkley, who are both nominally still in the Republican race, former President Donald Trump and President Joe Biden are both acting, understandably, like the primaries are already over.

Trump wasted no time vowing to “approve the export terminals on my very first day back” in a campaign speech in Nevada, which his campaign made official in an email blast to supporters. Trump also claimed LNG is “good for the environment, not bad.” While LNG might not be the worst for the planet, only energy interests are bold enough to describe it as actually beneficial.

LNG was hardly a preordained battleground; though there’d been some jostling in the fall between activists and Republicans, Americans more generally are fuzzy on the specifics of how the U.S. meets its energy needs and divided on how to address them.

Still, the Biden campaign clearly picked its spot. For one thing, the administration’s LNG pause is a literal challenge to the existing methodology for assessing LNG projects, developed under the Trump administration back in 2018. The timing of the announcement further marks it as an opening salvo to young climate-conscious voters whose faith in the president suffered a bruising when he approved a ConocoPhillips oil exploration effort known as the Willow Project last spring. There could be some strategy here on the part of the campaign, as well — by baiting Trump into taking up LNG as a low-hanging talking point, it gets to amplify and contrast Biden’s climate agenda repeatedly in response.

But it’s a risky gambit. Attacks on LNG might not be as simple as they look at first glance — that is, after all, what the Energy Department’s review is all about, although it also likely kicks the decision to, conveniently, after Election Day. Heatmap polling also shows Americans aren’t very familiar with Biden’s landmark climate legislation, the Inflation Reduction Act, even as experts believe “climate voters could make or break Joe Biden in 2024.” I fear Americans’ eyes will glaze over at yet another three-letter acronym — not that “liquified natural gas export terminals” is exactly any better. At the very least, other polling appears to indicate a public that is confused and conflicted about fossil fuels, see-sawing between a desire for energy security and anxiety over climate priorities.

Meanwhile, Trump can add LNG to his laundry list of dubious attacks on the energy transition and the “Green New Scam.”

Of course, none of these risks is a reason for the Biden administration not to get to the bottom of LNG’s environmental impacts. The U.S. is, after all, now the largest LNG exporter in the world. But the timing of the Biden administration’s announcement, just as the Republican race took a decisive and seemingly inevitable turn in Trump’s favor, means that one way or another, we’ll be hearing a lot more about LNG in the long, long months to come.

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Sparks

Data Centers Will Use Enough Electricity to Power Every U.S. Household by 2035

The latest forecast from BloombergNEF raises its estimate for AI electricity demand by 83%.

A data center and power lines.
Heatmap Illustration/Getty Images

Energy analysts at BloombergNEF predicted last year that U.S. data center electricity demand would reach 106 gigawatts within the next decade. In its latest outlook, released Tuesday, the group increased its forecast by 83%, to 194 gigawatts — enough to light up 150 million homes, or roughly every single household in the country today.

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Microsoft Sustainability Chief Hounded by Protestors at Seattle Climate Week

“Microsoft, you can’t hide, we can see your dirty side!”

Melanie Nakagawa.
Heatmap Illustration/Getty Images, Katie Brigham

Protestors interrupted one of the final sessions of PNW Climate Week — a conference that brings together climate leaders across Washington, Oregon, and British Columbia — objecting to Microsoft’s rising carbon emissions from data centers and partnerships with oil and gas companies. The company’s Chief Sustainability Officer Melanie Nakagawa was having a one on one conversation with GeekWire climate reporter Lisa Stiffler at Seattle’s City Hall when protestors carrying signs reading “Microsoft’s AI pollutes” and other slogans began shouting from the audience.

I was there, having just moderated the prior panel on how to finance Washington’s clean energy ambitions. Early on there were some rumblings in the crowd from up front. “Climate leaders don’t build gas pipelines in Moses Lake,” was the first objection I heard clearly. It came shortly after Nakagawa kicked off the conversation by highlighting Microsoft’s partnership with sustainable aviation fuel startup Twelve, which recently opened its first commercial-scale SAF plant in Moses Lake, Washington. The tech giant has supported the project through a strategic investment from its Climate Innovation Fund, as well as an offtake agreement for the fuel that will help offset its emissions from employee travel.

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Sparks

5 Things to Keep in Mind When It’s Smoky Outside

What are the health risks? How can I protect myself? And will my plants be okay?

Smoky days.
Heatmap Illustration/Getty Images

If you live anywhere near the Great Lakes or Mid-Atlantic (or certain parts of the Mountain West), odds are it’s smoky where you live. Wildfires raging in western Ontario are sending smoke cascading south and east across the U.S., prompting widespread air quality alerts affecting millions of Americans.

The good and — very bad — news is that we’ve been here before. Here’s a look back at some of Heatmap’s coverage from the summer of 2023, when smoke produced by forest fires in Quebec blanketed 128 million people in a murky haze and turned the New York City skyline an ominous shade of orange.

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