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“People talk about global warming, or they talk about climate change, but they never talk about nuclear warming.”

Donald Trump is slipping. I don’t mean in the polls (although he’s slipping there, too), but he’s slipping where it really matters: branding.
Dismiss Trump and his gold Stymie Extra Bold font as tacky and tasteless if you want, but you can’t claim that the namesake behind Trump Ice, Trump Vodka, Trump University, Trump Airlines, Trump Steaks, and the Trump footlong hotdog doesn’t know how to make something stick. He arguably won the 2016 Republican primary on the power of branding his opponents as Low Energy, Lyin’, Little, and Crooked — but lately, his heart hasn’t seemed in it. I mean, “Kamabla”? Come on.
Still, sometimes you can see flashes of his former self, such as last night when Trump appeared in a “conversation” with Elon Musk on Twitter, the social media platform now a year into its own rocky rebrand as X. Musk’s justification for the call was to give listeners “a feel for what Donald Trump is like in a conversation” in a non-adversarial setting (as if Trump doesn’t do friendly media appearances all the time). But the lengthy, wide-ranging interview also offered a decent opportunity to hear Trump speak about policy without the usual teleprompter.
That included some of Trump’s newly Musk-friendly thoughts about climate.In addition to spouting some seriously dubious emissions science — Bill McKibben dubbed their two-hour chat “the Dumbest Climate Conversation of All Time” — Trump and Musk also touched on the problems facing the buildout of nuclear energy.
Here is the relevant part of the conversation (I’ve omitted some of the exchange in brackets, but you can read the whole 61-page transcript here if you like):
Trump: You know, the one thing that I don’t understand is that people talk about global warming, or they talk about climate change, but they never talk about nuclear warming. And for me, that’s an immediate problem because you have, as I said, five countries where you have major nuclear and, you know, probably some others are getting there and that's very dangerous. [...]
Musk: Yeah, and actually, there’s the bad side of nuclear, which is a nuclear war, very bad side. But there’s also, I think — nuclear electricity generation is underrated. And it’s actually, you know, people have this fear of nuclear electricity generation, but it’s actually one of the safest forms of electricity generation. [...]
Trump: Maybe they’ll have to change the name. The name is just, it’s a rough name. There are some areas, like when you see what happened — bad branding, the branding problem. We’ll have to rebrand it. We’ll have to give it a good name. We’ll name it after you or something.
Let’s say right off the bat, they are getting into some real stuff here. Nuclear war is, indeed, “very bad”! To give Trump credit on the branding front, too, “nuclear warming” is a pretty creative way of saying “a mass detonation of atomic bombs that ends all life on Earth.” (And possibly a clever play on nuclear winter.)
Perhaps more importantly, though, nuclear is the largest source of carbon-free energy in the U.S. is generally considered crucial to balancing out intermittent renewables as the grid decarbonizes and electricity demand blows up. Talking about nuclear in a serious way will be important — which is tricky if you buy that it has “a rough name.”
Not everybody does, of course. Bloomberg’s Steve Hou disputed Trump’s theory (on Musk’s X, no less), “Nuclear doesn’t have a branding problem. It has a NIMBY problem that everyone’s ok with it in theory as long as the nuclear plant’s in someone else’s neighborhood.” Most Americans support nuclear power — more than offshore oil and gas drilling, fracking, or coal mining. It’s the rare issue both Democrats and Republicans can agree on.
But that doesn’t mean nuclear doesn’t have a branding problem. Why else would Americans not want a nuclear plant in their backyard if not for anxiety about radiation (or, relatedly, the Soviet unsightliness of cooling towers)? Trump went on in his conversation with Musk to cite the 2011 Fukushima nuclear accident in Japan and, seemingly, Chernobyl (“in Russia, where they had a problem, where they, you know, a lot of bad things happened”) as the reasons why Americans are, in his opinion, rightfully jittery about nuclear energy.
Musk pushed back on Trump’s examples, asserting that nuclear energy is “not as scary as people think” and that “Hiroshima and Nagasaki were bombed, but now they’re, like, full cities again.” Seeing as Musk mostly just let Trump say stuff during their conversation, his moment of objection is telling: Trump’s distrust of nuclear energy suggests possible policy implications that people on the right might not like. (Trump has expressed far more enthusiasm, however, for building up our nuclear arsenal.)
Many in climate communications or the nuclear industry have thought long and hard about how to make nuclear energy more palatable to the public, with strategies ranging from creating imagery invoking the atom (rather than the more obvious and ominous hourglass-shaped cooling tower) to hiring Miss America as an industry advocate. Last fall, John Marshall, the CEO and founder of the Potential Energy Coalition, explained on a podcast that his group had found the term “new nuclear” tests as less intimidating to the public.
So sure, we may need something like a Reddy Kilowatt of nuclear energy to improve messaging. That’s where Trump’s creativity runs out, though. As Heatmap’s own polling suggests, rebranding nuclear power as “Musk power” will probably not help.
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And more of the week’s top news around project fights.
1. Kansas City, Missouri – Data centers are so toxic that politicians are using them as boogeymen in totally unrelated policy discussions.
2. Ingham County, Michigan – We have our first major anti-data center candidate in a Democratic congressional primary.
3. Nueces County, Texas - The Longhorn State is on a bull run towards data center hostility.
4. Pulaski County, Arkansas - We have yet another municipal employee losing their job over helping a data center.
5. Marathon County, Wisconsin - Yet again rural residents are poised to lose against state permitting primacy laws benefiting renewable energy.
This week’s conversation is with Grant Gutierrez, head of community impacts at carbon management company Carbon Direct. This week Carbon Direct published a white paper Gutierrez authored on opposition around data centers he’s studied. His research reinforces much of what Heatmap Pro has uncovered, but I was particularly intrigued by a topline finding – that transparency is the most common thread in the 46 data center fights he looked into. Was he seeing what I’ve been seeing? So I asked him to hop onto a Zoom call and let me know his thoughts.
The following conversation was lightly edited for clarity.
If you were to explain the findings in your white paper to someone at a bar… how would you put it?
What I would say is that we were really interested in the kinds of concerns communities were articulating as they were opposing or resisting data center development in the U.S. To answer and explore those questions, we developed our own data center cancellation tracker where we looked for cases where we could find a strong correlation between cancelation or withdrawal status and opposition. Then we did high-level analyses of the demographics surrounding those data centers, using standard best practices from environmental justice methodologies and pulling sociodemographic and environmental burden characters from EPA’s EJScreen tool. We were mostly looking at public records. Press materials. City council meeting minutes. Things you wouldn’t have to dig too hard to find.
The kinds of communities we saw successfully resisting data centers tracked across the demographic middle of the United States – slightly more middle income, slightly more white than a majority of the American community, but mostly what you’d consider the average American community.
What is the intended audience of this paper and what are you hoping to communicate?
I think it’s important for data center developers and the capital behind them is that they need to move their engagement to early stage, responsible design. A second audience is regulators, city councils, and local zoning commissions about how to engage with developers and advocate for the right disclosure requirements from industry.
The key topline message is that developers who treat community engagement as a permitting formality instead of a critical early stage input are burdening communities, breaking trust. This is resulting in reputational risk for developers, stranded assets, losing capital – and the loss of future opportunities as developers want to build 21st century infrastructure.
Walk me through what you saw evaluating these projects. What’s the development pattern that leads to such opposition?
We saw five key themes. Some of them you might expect – concerns around natural resources, water impacts, electricity rates, land. The rural character came up quite consistently. And then there was a lack of transparency through the use of NDAs.
The NDA example I was surprised to see was the most consistent in all of our case studies. Communities are largely concerned with the process that unfolds as much as the impacts. That’s a very important signal that transcends political lines. Communities want to be heard, involved in the process. They want large infrastructural development with impacts to listen to their concerns. When those decisions are made behind NDAs or with no transparency or equitable engagement, communities quickly mobilize and organize at a hyperlocal level and are successful in opposing these data centers.
I know there are a number of companies out there – without naming names – that are putting responsible development principles forward. The ones we advocate for across our business, whether we’re working in carbon removal or other things. I see companies leading and saying, if we’re involved in this infrastructure, we are not going to sign an NDA. Those who are pushing forward renewable energy commitments, community benefit agreements, and local public-private partnerships are leading with transparency and equity in their engagements.
How any of this carries in the broader industry is yet to be seen.
In your report you point to various ways opposition can crop up to a project. One of those ways was due to the presence of co-located gas – you note that gas power at a data center engendered environmental opponents, which then strengthened those fighting a data center. Can you elaborate on whether you think a new gas power presence is making it harder to get a data center built?
The case you’re pointing to, that’s the Ballico case where on top of the data center there was a 3,500 megawatt co-located gas plant. That quickly led to major community concerns and a partnership with the Southern Environmental Law Center, which became the legal anchor for thinking through the opposition here and commissioned the technical evidence, and provided the legal [support] there.
You see a broad coalition coalesce around not only the data center concern but the climate concerns that arise. I wouldn’t be surprised if we saw a repeated concern around the expansion of fossil energy and combustion sources going hand in hand with community opposition and organizing on data centers. But that remains to be seen.
What in your research have you seen when you compare opposition to data centers and campaigns against, let’s say, fossil fuels? Or mining? Or renewables?
What I think about with data centers is they’re the highways of the 21st century. As we know through the highway projects in the U.S., there were major disproportionate impacts on communities of color. I think there’s potential for data centers if they follow that playbook to have that same impact.
When it comes to comparing these, that’s something I have not done yet. But I think there’s a few things happening. I think the scale and scope of the buildout is taking the American public by surprise. Articulation around impacts to natural resources and electricity prices in a heightened political climate and a difficult economy. It’s also the existential problem AI introduces, which is the role AI plays in society. This is unique compared to other kinds of extraction, which feed technologies already at play.
How do you feel about the fact that so many of us in energy, environment and climate are now talking about data centers all the time?
Never in my career, working in carbon removal and nature based solutions, I never thought data centers would be a major focus in my career as an environmental justice advocate and social scientist.
Data centers are probably emerging to be one of the biggest environmental justice problems of our time so while it’s not something I planned to work on, I am emboldened to see the response from the nonprofit community and others trying to wrap their heads around this. What is the right kind of information? What does the public need to know? How do we advocate for our communities and build the world we would like to build?
While data centers are moving fast, I’m encouraged to see communities organizing and advocating for their own needs as well. Over the next few years, the story will tell itself.
Last question – what was the last song you listened to?
DtMF by Bad Bunny.
Plus, a look into the future of solar and wind tax credits.
Heatmap AM and Daily will be off tomorrow for the July 4 holiday, but we’ll see you back here on Monday.
We’re staring down the barrel of a holiday weekend here in the United States, so I’ll keep it quick. Two things:
July 4 will mark the formal end of the solar and wind tax credits in the United States. These incentives — which date back in some form to 1978 — were repealed by President Trump’s tax cuts and spending law last year. In order to qualify for the last of these subsidies, solar and wind projects must “commence construction” by Saturday and be ready to generate power by the end of 2027.
Although the policies haven’t yet expired, there’s already chatter about bringing them back. Some Democrats want to revive the incentives should they win back Congress and the White House in two or six years. But 2029 or 2032 will likely look different than the earlier years of this decade, when the Inflation Reduction Act was written and passed: Power prices are higher now, the grid more congested, and the federal budget more constrained. So today, my colleague Emily Pontecorvo previews one of the next big questions in climate policy: Should Democrats try to bring back the solar and wind tax credits?
Her story is great, and one disconnect in particular stuck out to me. Among the climate and clean energy wonks Emily interviewed, “everyone” agreed that “in the near term, the most important thing Congress could do to help clean energy is break down some of the non-cost barriers to development through permitting reform.” Permitting reform, after all, has no fiscal cost and could be achieved during this Congress.
But Democratic lawmakers themselves sound far less sure about its importance. “I don’t think Democrats can engage in a serious way with Republicans on permitting reform,” Representative Jared Huffman, the ranking member on the House Natural Resources Committee, tells her. Read the rest of Emily’s story for more on how lawmakers are thinking about this question, which will only get more important as we get closer to ‘28.
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We’ve begun to get Q2 sales data for global automakers — and there’s actually decent news for electric vehicles. Some highlights:
Enjoy your holiday weekend, and remember: We’re now in Q3. Thanks, as always, for reading.