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Talking to Google Geo’s vice president of sustainability, Yael Maguire.

While browsing Google Flights for an escape from the winter doldrums, I recently encountered a notification I hadn’t seen before. One particular return flight from Phoenix to New York was highlighted in light green as avoiding “as much CO2 as 1,400 trees absorb a day.”
I’d seen Google Flights’ emissions estimates before, of course — they’ve been around since 2021 — but this was the first time I’d seen it translate a number like “265 kg CO2e” into something I could actually understand. Suddenly, not picking the flight felt like it would have made me, well, kind of bad.
Yael Maguire, the vice president and general manager of the sustainability team at Google Geo — which includes Maps, Earth, and Project Sunroof, the company’s solar calculator — stressed that Google isn’t trying to take people’s agency away with these kinds of light-green guilt trips. “We want to make the sustainable choice the easy choice,” he told me, in reference to a slew of new tools the company has been rolling out, from fuel-efficient routing in Maps (which Google estimates has eliminated the emissions equivalent of 500,000 internal combustion cars from the road since 2021), to suggesting train routes to flight-shoppers, to nudging Europeans to ditch their cars when public transportation could get them to their destinations in a comparable amount of time.
Last week, I spoke to Maguire about the sustainability projects at Google Geo, including the team’s Solar API, which provides solar-planning data for millions of buildings worldwide. Our conversation has been lightly condensed for clarity and brevity.
Do you see your job at Google Geo as passively presenting sustainability information to users, or do you see it as actively nudging people toward making better choices for the planet?
We’re not trying to take agency away from anybody. We want to make sure — whether you’re a consumer choosing an eco-friendly route, or you’re a developer who’s thinking about trying to build more sustainably, or you’re a solar developer who wants to help with that — we want the choices to be in their hands. But we want to make it the easiest choice possible because, while it’s ultimately their decision, it will lead to carbon reductions over time.
That’s the idea behind fuel efficiency suggestions in Google Maps, where a route is prominently displayed with the little leaf, right?
Exactly. We launched a capability in Google Earth last year to help real estate developers do high-level planning and building development to make the sustainable choice the easy choice. As they’re saying, “We’re trying to get this many units with these kinds of amenities, etc., etc.,” we give them the tools to optimize for all the things they want to optimize for. But we can also say, “Hey, if you also care about sustainability, you can use different materials, we can get more sunlight in the area, and you have this much potential for solar.” And that just comes bundled with the tool itself.
We always try to find the co-benefits. I know for me personally, I always try to make the sustainable choice as much as I can. But I know that other people may not be as motivated by that, and having those co-benefits — like, it saves money, or it saves time, or it saves fuel, whatever it might be. We want to try to bring those together as much as possible.
When I was in Tbilisi, Georgia, a few months ago, I was using the ride-share app Bolt, and at the time it had a feature where if you tried to book a car to a location less than a 15-minute walk away, it would suggest you walk instead. I saw in a video from Google’s sustainability summit last fall that you’re rolling out something similar in some locations in Europe — France was one. Do you find these sorts of rollouts in the U.S. are stymied at all by how un-walkable most American cities are?
We are trying to make the most of cities as they are. They’re hard to change. But one of the things I find really encouraging is there’s definitely a long timeframe for this. Mayors and the folks in their departments of transportation recognize that they have to make more options available for people to commute and move around. They’re not necessarily going to be able to change things overnight. But there are major changes that are happening — for example, in the city of London, we were able to announce hundreds of miles of new bike lanes. So a lot of changes are happening over a relatively short amount of time, too.
Sometimes it’s hard to know what is going to be the impact of those decisions, though. And so, again, with these tools, city planners have the opportunity to scenario plan and say, “Okay, we’re thinking of trying to put bike lanes in this corridor in the city, what is going to be the impact on carbon?”
I wanted to ask a similar question in the context of a new feature that suggests train routes to Europeans looking for short-haul flights. How is Google thinking about promoting low-emissions transportation options like trains to Americans, eventually, when our infrastructure often isn’t there yet? Is this a challenge you talk about internally?
It is definitely something that is top of mind. But I do think even in the U.S., there are times when taking a train is actually faster. There are actually a lot of instances where walking, cycling, and public transportation are the most effective ways to get somewhere — and that’s not even considering the cost side of it, which is also something people might want to consider. I’m actually fairly optimistic — when I worked in San Francisco, I took public transportation, and I tried to walk as much as I can in all the cities that I’ve lived in, so I feel like I have lived experience in what the reality [in the U.S.] is. And some of these alternative options can be very effective. There’s more work to do, though, to make sure that we’re doing this globally.
Arguably, Google Maps could have a significant role to play in the success of the larger EV transition in terms of making charging stations and trip planning easy and handy for drivers. I’ve been working on planning my first EV road trip this summer and have been pretty intimidated, to be honest. Can you tell me what is in Google’s pipeline to help make this process easier for drivers?
I can’t talk about things that haven’t been announced yet, but I will say that, just as an overarching goal, we want to make that as easy as possible. I’m an EV owner, I have been for a number of years, and I know sometimes it can be a cognitive task to think about, “How am I going to charge and what is that experience going to be like?” So I would just say that we are really aware and trying to deeply understand the problem as much as possible, and our goal is to really address it.
Even when someone is thinking about purchasing a car, oftentimes people go to Google Search to look for vehicles, and we can help people understand what the potential is of a particular vehicle they’re considering. What typically concerns people is a long-distance trip. So we’ve made a tool where you can plug in a familiar destination — like for me, I live in San Francisco, it might be going to Tahoe— and for a given car you can see how many charges would you have to do on the way. Being able to make that info a little bit easier for people to see before they even buy the car is a thing that we’ve tried to do.
We’re also trying to make charging experiences as positive as possible. The first thing is, honestly, just getting as many chargers on the map as possible. There are a number of different providers who have charging infrastructure and sometimes all the data isn’t widely available so we’ve tried really, really hard to work with those partners. We have information on, I believe, 360,000 chargers worldwide and we’re constantly trying to grow that. On top of that — and I hope you don’t experience this — but not all the chargers work. You’ve probably seen on Google Maps, there are reviews, right? So there’s all kinds of work happening there.
My EV doesn’t have Google Maps integrated, unfortunately, but I’m really looking forward to one day having this feature where I can search for a charger along the route. We’d like to get to that point where you don’t actually have to do all this planning in advance and you can just get in your car and plan along the way like you would if it was another type of vehicle.
It’s one thing to have a tool like the Google Tree Canopy available for cities and organizers, and it’s another thing for people to actually use that tool and act on the information. How are you measuring your success?
We measure our success ultimately by what people do with our tools. So it’s not just about putting the tool out there. We actually try to understand what people are doing. In the case of what we did with eco-friendly routing, we worked with the National Renewable Energy Laboratory in the U.S., for example, to help validate our carbon emissions model. We’re going through that process for everything we do, whether it’s Project Sunroof or the Solar API, or other things like that.
You preempted my next question, but maybe you can talk about it in a more macro sense — Google has the goal of “collectively reducing 1 gigaton of carbon equivalent emissions annually by 2030” with tools like Solar API. Can you give me any sort of progress update?
This is a project that’s been going on for some time. We’ve been working with solar developers for a while, but we’ve been pleasantly surprised not only by the solar developer community engagement, but there’s actually other industries that have shown interest. So MyHEAT — they’re not a typical solar installer, but they’re finding this data really useful to go to cities and help them with the plans that they have.
So the gigaton goal itself, there is nothing to share now other than the progress on eco-friendly routing, but it is something that we hope we’ll be able to share progress on over time. But so far, we’re quite happy.
At a time when there’s a lot of nervousness around AI — and often for good reason — you’ve been pretty vocal in your excitement about how such tools can be used for the positive purposes of sustainability. Tell me why you’re an optimist.
Here’s why I’m an optimist: Because it’s where I put all of Google’s public goals in context. We talked about the gigaton goal, we talked about the Solar API — but I think this is also a question about energy usage and carbon intensity. We will continue to invest in the infrastructure that we need — and we need that infrastructure to be able to actually help solve some of these problems, by providing information to people — but at the same time, the company has been really focused on trying to minimize the carbon intensity of the energy we produce. So, since 2017, we’ve been operating off of 100% renewable energy; this is on an annualized basis. We also have an initiative to use carbon-free energy — so the source of the energy that ultimately goes where electrons are going to our data centers, we’re actively measuring what percentage of that is carbon-free on a 24/7 basis.
With our net-zero commitments, to be on a net basis by 2030, that includes all of our AI infrastructure. That’s where I would try to separate the energy use that’s required to operate AI from the carbon intensity, which I think is very different. Our data centers, we estimate, are one-and-a-half times more efficient than your average data center. And with AI workloads themselves, in some instances, we’ve been able to get the energy usage down by 100x, and the corresponding amount of carbon intensity down by 1,000x.
But to your point, at the same time, it is very much on our minds that the carbon intensity to run all of these AI workloads — how does that compare to the benefits that they’re able to provide? I think that’s where I am. I do have a lot of optimism about the efficiency work, about the trajectory of carbon-free energy and net zero. The upsides in terms of what it does for solar, what it does for transportation — yeah, I am a big believer.
The big reason why I’m so excited about this opportunity in the Maps and Geo space is I just think there’s so much opportunity for all kinds of organizations, including individual citizens, to make these choices and changes to their environment. And I think the role that AI has is enormous — obviously not the whole thing, because it doesn’t build cycling lanes. People have to go do that. People have to change policies around how buildings are going to have less carbon intensity when they’re built. There’s tons and tons of other work that is required to actually build the future that we want, that is lower carbon intensity — ideally zero. But I do think that AI plays an enormous role as decision support for all those choices that are needed in the future.
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Just look at Heatmap’s latest poll results.
A few times a year, Heatmap News surveys a few thousand Americans on the biggest questions driving the world of energy, environment, and climate change. We’ve spent the past few days writing up the results of our latest poll, which was in the field in late May and which I thought was particularly striking.
It’s worth taking a step back to look at the biggest results together, because the American view of data centers is essentially in free fall:
The upshot of these findings: The public‘s turn against artificial intelligence and AI infrastructure is real, widespread, and cross-partisan. It doesn't matter whether Americans started out tolerating data centers or having no opinion about them; they now seem to resent them en masse.
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These results also suggest Americans see little distinction between data centers as energy users and data centers as the physical embodiment of AI and Big Tech. At Heatmap, we can be a wonky and energy-focused bunch, and so we tend to think about data centers primarily as large-scale electricity users. I think most approaches to come up with “data center policy” do the same. We know data centers are distinctive in some ways, of course — an AI data center might require more on-site batteries or power generation than, say, an EV factory — but fundamentally it is just another air polluter, large-scale power user, and light-industrial land user.
But the public does not see things this way. Americans understand data centers in the context of the much broader AI policy conversation about jobs, growth, alignment, and even human extinction. And so, I should add, do politicians: Senator Bernie Sanders has framed his data center moratorium proposal as a response to rapid AI development as much as anything having to do with energy affordability. For that reason, I wonder how long the distinction between these two policy conversations — data centers here, and AI policy over there — can persist.
One last thought on this topic: Is the public’s resentment starting to affect the AI boom overall? I think it might be. It was hard for me not to think of our polling results — or our analysis of canceled data center projects — as I read about a recent JPMorgan analysis that found America’s data center boom is “falling way behind schedule,” in the words of The Wall Street Journal. More than 60% of the data center capacity that is supposed to come online next year has yet to break ground, according to the bank; another 7% is “delayed.”
That’s partially due to equipment and labor shortages, but it also might be what a siting-and-permitting bottleneck would look like. Much like renewable developers or venture capitalists, data center developers work by picking a number of sites and trying to develop on all of them. If only a few sites work out, they’re still in the money. But if a falling share of projects are working out — if building anything, anywhere, is getting harder, everywhere — then it might materialize as delays.
Plus more of the week’s big money moves in critical minerals and electric vehicle charging.
Two of climate tech’s hottest sectors — fusion and critical minerals — dominated this week’s funding headlines. Helion led the pack with its $465 million Series G, helping to push the startup with the sector’s most aggressive commercialization timeline one step closer to putting power on the grid. The round follows last week’s news that German fusion startup Focused Energy secured a $240 million Series A, making it Europe’s most valuable fusion company.
Then there’s the critical minerals. Shortly after venture firm Gigascale Capital announced the close of its $250 million fund targeting the physical clean energy economy, it announced one of its first investments: Red Metals, a startup working to bring copper refining back to the U.S. Terra AI, which is using artificial intelligence to identify promising sites for mineral extraction, also landed fresh funding. Rounding out the week’s deals, EV charging and energy services company InCharge also raised a new round as it looks to expand into a broader suite of energy services.
Leading fusion startup Helion has nearly tripled its valuation with its latest $465 million Series G round, which aims to help the company deliver commercial fusion power this decade — the most ambitious timeline in the industry. Per the terms of the power purchase agreement Helion signed with Microsoft in 2023, the startup plans to turn on its first commercial reactor just two years from now. That’s far sooner than even its most precocious competitors, who aim to put fusion power on the grid by the 2030s at the earliest.
Joshua Kushner’s venture firm Thrive Capital led the round, which also included participation from new investors including Lux Capital and Alta Park Capital. Thrive now values the company at $15.5 billion.
“The investors that have joined this round, it’s institutional capital, some very marquee investors,” Helion’s CEO David Kirtley told me, explaining they were willing to back an unproven technology thanks to a series of recent milestones that Helion’s latest prototype reactor, Polaris, achieved. “Polaris earlier this year set records for temperature and fuel. We’ve also reduced a lot of the business risk on the regulatory front, the commercial front, and the actual supply chain, too.” In February, Polaris became the first reactor developed by a private fusion company to operate on deuterium-tritium fuel — the most common fuel in the industry — and to achieve a plasma temperature of 150 million degrees Celsius.
Helion differs from many of its peers pursuing more established reactor concepts such as tokamaks, stellarators, or laser-driven inertial confinement. Instead, Helion’s tech uses powerful magnets to collide and compress two fusion plasmas together, generating temperatures over 100 million degrees Celsius and triggering a fusion reaction. It then seeks to capture the electricity this reaction generates via electromagnetic induction — no steam turbine required — similar to the way regenerative braking works in an electric vehicle. If successful, the approach could enable smaller, more modular fusion reactors than conventional designs would.
While the company had originally aimed for Polaris to demonstrate electricity production from fusion in 2024, that date came and went with no new goal set. Kirtley told me that Helion remains on track to meet the terms of its agreement with Microsoft, however. The startup broke ground on its commercial reactor site last year in Malaga, Washington, where it already has access to a substation and grid interconnection from a dormant aluminum smelter. In addition to building out this facility, Helion also plans to use its new funding to boost production at its electrical component manufacturing plant in nearby Everett, which Kirtley said opened earlier this year.
As investors pour billions into artificial intelligence and the infrastructure supporting it, former Meta CTO Mike Schroepfer has raised an inaugural $250 million fund for his venture firm, Gigascale Capital, which is focused on the physical clean energy economy. This represents Gigascale’s first institutional fundraise since its founding in 2023; until now, the firm’s investments have come entirely out of Schroepfer’s own pocket.
The fund will target early-stage companies working in clean energy, grid infrastructure, critical minerals, and AI-enabled design and manufacturing, while reserving capital to continue backing its portfolio companies as they scale. Gigascale has already backed a number of big names in the space, including Commonwealth Fusion System, iron-air battery developer Form Energy, solid-state transformer company Heron Power, and clean baseload power startup Arbor Energy.
It’s also already begun investing out of this new fund, announcing this week that it led a $10 million seed round for critical minerals company Red Metals, which also included participation from JB Straubel, founder and CEO of the battery recycling company Redwood Materials. The company aims to help reshore copper refining in the U.S., and will use this fresh capital to support the development of a $70 million refining facility in Charleston, South Carolina. Red Metals says its process can convert copper scrap directly into a finished copper product, bypassing several of the costly and emissions-intensive intermediate steps typical of conventional refining.
The investment offers a window into the kinds of companies Schroepfer is most interested in — businesses that might lack the glamor of an AI startup but represent bipartisan opportunities to address core industrial bottlenecks. Copper, for example, is essential to all sorts of clean energy infrastructure, including transformers, power lines, and anode battery materials, but also critical for defense technologies such as radar systems and ammunition. Yet American copper production has been on the decline, with analysts projecting that the U.S. will face a refined copper shortage of over 2.5 million metric tons annually by 2035.
Sustainability-focused firm S2G Investments has been on a roll recently, announcing a $1 billion fund last month that aims to fill climate tech’s “missing middle” and backing Goshe Energy Storage with up to $40 million in strategic financing last week. Its latest move is leading a $46 million strategic investment round for InCharge Energy, an EV charging and distributed energy management company.
InCharge got its start installing and managing electric vehicle charging stations, and is now operating more than 30,000 assets across North America. Through its software platform and network of technicians, the company handles all monitoring, diagnostics, and on-the-ground repairs, taking on a charger’s full lifecycle to minimize downtime. With this new capital, InCharge plans to expand beyond EV charging and leverage its software and field service network in adjacent industries, including electrical infrastructure work such as panel upgrades and wiring repairs, as well as distributed energy resources like rooftop solar and battery storage systems.
“EV charging was the entry point, but our customers increasingly need help operating more complex energy infrastructure,” Rich Mohr, InCharge’s CEO said in a press release. “This investment from S2G accelerates our evolution into a full energy solutions provider and allows us to advance smarter technology and strengthen our service capabilities nationwide.”
It’s a hot week — nay a hot year, for critical minerals and subsurface exploration startups, especially for those pairing geology with artificial intelligence. AI-powered mineral exploration company KoBold Metals has raised about $1.2 billion to date, while geothermal exploration startup Zanskar has brought in about $220 million.
Now, another entrant is attracting investor attention. Terra AI has raised a $20 million Series A led by Khosla Ventures to help do it all — use AI to identify prospective sites for critical minerals mining, next-generation geothermal development, and permanent carbon sequestration.
Terra’s platform integrates vast geological and geophysical datasets to generate 3D subsurface models, as well as risk assessments that allow teams to evaluate a range of potential geologic scenarios. From there, the team can identify the best sites for exploratory drilling and thus reduce risk and uncertainty much sooner in the project’s lifecycle. The company even uses what it calls “geology reasoning agents” to help operators create their exploration plans, all with the goal of drastically reducing the notoriously long timeline between discovery and production, which can stretch to nearly two decades for many subsurface projects.
“Minerals sit at the center of every major technology and infrastructure transition, but today’s exploration results are not keeping pace with demand,” Terra’s CEO John Mern posted on LinkedIn. “Our mission is to advance the frontier of AI into the geosciences and help supply the metals and resources the next generation needs.”
One of the biggest fusion funding rounds of the year landed last week, and somehow much of the media — including me — missed it. German fusion startup Focused Energy raised a whopping $240 million Series A led by RWE, one of Germany’s largest energy companies. Yet unlike most deals of this magnitude, it arrived with little fanfare: No press release in my inbox nor a flood of headlines. So in the interest of making up for lost time, here are the details.
With this latest round, which also includes participation from the German Federal Agency for Breakthrough Innovation, the European Innovation Council Fund and Prime Movers Lab, Focused Energy has become Europe’s most valuable fusion company. Like several other leading players, including Inertia Enterprises and Pacific Fusion, Focused Energy relies on an approach known as inertial confinement fusion. This involves using powerful lasers to compress a tiny fuel target, creating the extreme pressures and temperatures required for a fusion reaction. To date, inertial confinement remains the only approach to have demonstrated net energy gain, with Lawrence Livermore National Lab achieving this milestone in 2022.
The startup plans to use this latest funding to build out a demonstration plant in the German state of Hesse, at a site where RWE formerly operated a nuclear fission plant. The company ultimately aims to build a commercial reactor by the mid-2030s.
Catching up with the American Council on Renewable Energy’s Ray Long.
Today’s chat is with Ray Long, CEO of the American Council on Renewable Energy. We first discussed the odds of permitting reform a year and a half ago, for one of the first Q&As in The Fight. Flash forward and we’re still in the same situation, but now also wrestling with added demand for electricity to power data centers. I wanted to talk again about whether he thought the rise of artificial intelligence would increase the odds of some federal deal happening any time soon. The result: a wide-reaching conversation about the future of the electric grid, the struggles to win community buy-in and the sclerotic nature of the U.S. Congress.
The following conversation was lightly edited for clarity.
Do you think the buildout of our energy grid is entwined with the rise of the nation’s data center buildout?
When you look at what we need over the next four years — 166 gigawatts, 15 times the peak load of New York City — that’s a lot of power to build. Roughly half of that is for data center and AI growth.
There are five things we can build in the next four years at scale to address that collective amount. First, it’s transmission — the transmission buildout will help to get a modern grid to enable power flow to where it’s needed in a much more effective way. That’s the first step because if we just build all that power, the current grid can’t handle it.
Second, there are four supply technologies that can be built: solar, batteries, wind, and natural gas. All four of those technologies, we know there’s enough equipment here in the U.S. available for purchase that we can build at volume. And I’ll say this — natural gas is only about 10% of all those gigawatts because of the availability of turbines from suppliers. You can’t get enough over the next four years. So when I talk about decarbonization, most of what is built to address this issue is zero-carbon resources, renewable energy resources.
If you were to compare the current conversation around data center development to the debate over developing renewable energy in the U.S. — or energy in general — do you see any similarities or differences?
There are always issues with permitting projects. Communities are always going to have concerns about what’s built in their backyards.
What’s new — and your polling shows this — is the level of concern communities have. But here’s the thing: Most of this can be overcome by developers going in, listening to what the needs of the communities are, then responding and through the permitting process addressing those concerns. You can’t do that 100% of the time. But my experience is, when you take that sort of approach, you can overcome a lot of it.
Most of the large data centers are actually doing the things I’m discussing — going in and saying, Look, we want to be grid interconnected because grid connection at the end of the day means the resources we’re bringing to bear are also going to make a stronger grid. Number two, it's investing in power generation sources like the ones I said — and those power sources will be on the grid, so they’ll solve for the increased power demands of a community.
Third, water. They should bring the water solutions. You’re seeing data centers coming in and saying it head on now, that they have closed-loop systems or whatever the solution is. At the end of the day, the communities they’re proposing these in have a real negotiating opportunity to make sure they’re holding the data center developers accountable to the needs of the community.
For a community to say we don’t want it here misses a real opportunity for those communities to get the power they need, the grid they need, and the ability to bring down energy costs.
How is the data center debate affecting permitting reform conversations in Washington, from your perspective?
Permitting reform in the U.S. at the state and federal level has been broken for years. The SunZia transmission project? It took 17 years to permit. Ribbon-cutting is in a week or two and there’s still litigation around it. From a business perspective, it’s just untenable, and it’s a miracle that the project is getting built. Developers need a chance to come in and have their project evaluated. Both the community and the developer should be able to get to a go or no-go in a couple of years on one of these projects.
How is data center growth affecting the permitting reform discussion? It’s a very hot issue right now. Right now I think in part because the data center issue is so huge — because we’ve only got four years to solve for the first really big tranche of power we need and prices across the board for electricity are escalating — this is coming to a head. The data center load is a part of the catalyst to get people talking about it [permitting reform].
Do you expect legislating in Congress on permitting reform this year? Anything beyond more conversation?
My hope is that we get a bill. A few weeks ago someone from the administration was quoted as saying they wanted a framework for a bill by the end of May, and it’s June now. We haven’t seen both sides or the administration coalesce around a final project yet.
We’re in a midterm election cycle. Typically it’s very difficult during these cycles to move bills like this. At the same time, with electricity prices increasing and the need to build more, to fix this, I’m very hopeful something will come together. And look at the Senate — you’ve got Republicans and the Democratic ranking members talking about this. It’s all good signs.
If everyone’s talking about energy and affordability during this election, isn’t that a good thing for action in the next Congress?
I’ll say this: You’re seeing the catalyst for it right now with prices rising, and almost every grid operator around the country has raised concerns about shortages at some point this year or next year. It’ll hopefully be enough to have policymakers do something about it this year.