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Not convinced the energy transition is actually happening? Take a look at how much cash is flowing toward fossil fuel–free technologies.
Investors poured a record amount of money into the energy transition last year: $2.3 trillion worldwide, according to new figures from research firm BloombergNEF. That number represents spending on everything from renewables and batteries to power grids and electric vehicles.
Global investment in the energy transition has broken records over and over again in recent years, and for good reason. Wind turbines, solar panels, and batteries are fast and increasingly cheap to install. Grid operators are scrambling to build out their systems as the world’s demand for electricity skyrockets, driven in large part by the AI data center boom. Meanwhile, electric cars are becoming hugely popular in places like China, where they are often cheaper than gas-fueled vehicles, and Norway, which has long-standing policies incentivizing car buyers to go electric.
Let’s dig a little deeper into the numbers on spending. Investment in clean energy and the grid outpaced the amount spent on fossil fuel supply in 2025 — marking the second year in a row that has happened. And investment in fossil fuel supply dropped last year for the first time since 2020, with BNEF reporting a $9 billion decline from 2024.
Now for the less-great news. Investment in the energy transition is growing overall, but more slowly than it used to —and right when the world needs it to accelerate.
Last year, it rose by only 8% — less than the 12% jump in 2024 and much less than the 22% one in 2023. Plus, while investment in sectors like clean industry and energy storage increased, the amount for renewable energy specifically declined by nearly 10%, something BNEF attributes to uncertainty caused by new power market rules in China. Even so, the Asian country is by far the largest market for energy transition investment, followed by the European Union and then the U.S.
Despite those slips, growth is growth — and the global shift to cleaner energy isn’t stopping just because of recent headwinds in the U.S. and beyond.
This analysis and news roundup come from the Canary Media Weekly newsletter. Sign up to get it every Friday.
“🚨Single. Largest. Deregulatory. Action. EVER. Incoming: TOMORROW!”
That quote comes from an X post made by U.S. Environmental Protection Agency Administrator Lee Zeldin on Wednesday. Sure enough, the next day, Zeldin officially unveiled the subject of this WrestleMania-esque hype: The Trump administration has revoked the scientific basis for the federal regulation of greenhouse gas emissions in America.
For 16 years, a scientific determination known as the “endangerment finding” has served as the backbone of U.S. policies to reduce emissions, allowing the EPA to put limits on planet-warming and health-harming pollution from vehicles, power plants, and other industrial sources of greenhouse gases.
There’s no doubt this will go to the courts. In fact, the finding itself has its roots in the legal system. Back in 2007, the Supreme Court ruled that the EPA had the authority to regulate greenhouse gases under the Clean Air Act — but only if the agency found that the gases were a threat to public health and welfare. In 2009, the EPA furnished overwhelming evidence in support of that point.
As The New York Times reports, a court battle seems to be precisely what the Trump administration wants. That would allow its lawyers to try to convince the conservative-majority Supreme Court to overturn the 2007 decision, thus dealing a more lasting blow to climate policy, as opposed to revoking the endangerment finding, which a Democratic administration would swiftly reverse.
There’s a reason the administration is relying on a legal strategy rather than contesting the science, Inside Climate News points out: The Trump EPA’s attempts to argue with the climate science have been “laughed out of the room,” Meredith Hankins, legal director for NRDC’s federal climate program, told the publication. (This has not stopped top Trump officials like Interior Secretary Doug Burgum from insisting on Fox News, in between breathless praise of “beautiful, clean coal,” that CO2 is merely plant food.)
Environmental advocates unanimously blasted the decision, highlighting how it would not only harm efforts to fight climate change, but threaten public health and affordability, too.
“Most people have never heard of this safeguard — the ‘endangerment’ finding — but repealing it sends a clear message: this government doesn’t care,” David Widawsky, U.S. director of research group World Resources Institute, said in a statement. “The bottom line is that repealing these protections will make everyday life more expensive, more risky and more uncertain for Americans.”
A quick analysis from the research firm Rhodium Group attempted to quantify the exact impact the decision will have on U.S. climate efforts. It found that national emissions will still fall even if the finding is permanently repealed, thanks to the rapid growth of cheap clean energy, but that decarbonization will be more sluggish.
Put simply, repealing the endangerment finding will slow climate progress at the exact moment the world needs it to speed up.
Coal gets another wave of federal support
The federal government unleashed another raft of pro-coal moves this week, aimed at keeping aging power plants running past their prime.
First, on Tuesday, the EPA granted coal-plant owners an extension on cleaning up toxic coal ash. The EPA had previously required owners to start cleaning up inactive coal ash storage sites — which can leech dangerous pollutants into groundwater — by mid-2029, but now they’ll have until early 2032.
The same day, the Tennessee Valley Authority — the federally owned utility whose board is now packed with Trump appointees — announced plans to keep two of its four coal-fired power plants running instead of retiring them in 2035.
And to wrap up the week, Trump ordered the Defense Department to buy more coal-fired power and announced that the Department of Energy would award $175 million to upgrade several aging coal plants. (The details on how this will work are … fuzzy.)
Puerto Rico’s grid crisis reaches a Super Bowl–size audience
If you watched Bad Bunny’s Super Bowl halftime performance on Sunday, you saw a swirling celebration of Puerto Rican culture — and a statement about the island’s fragile power grid.
After a few minutes graced by Lady Gaga, a real wedding, and people dressed as sugarcane, things quite literally turned dark. As Bad Bunny sang his 2022 song“El Apagón” (“The Blackout”), he and some dancers climbed electric poles as the lights flickered and sparks flew.
It was a high-profile reminder that Puerto Rico’s power grid has been in shambles since 2017’s Hurricanes Irma and Maria, Canary Media’s Maria Gallucci reports. Even without major weather events, Puerto Rican utility customers face an average of 27 hours of power grid interruptions each year — and recent Trump administration cuts aren’t helping. Distributed solar and battery systems have shown promise in keeping the lights on and power costs low, but with federal assistance stripped back, most residents are still unable to tap in.
Spinning up success: Offshore wind performed as well as gas power plants and better than coal in January, shoring up the Northeast’s power grid through a brutal cold spell. (Canary Media)
The offshore wind fight continues: Interior Secretary Doug Burgum says the Trump administration plans to appeal five rulings that allowed offshore wind farm construction to continue. (Bloomberg)
Natural gas disconnect: Experts say the Trump administration’s push to expand natural gas exports doesn’t mesh with its promise to curb skyrocketing power prices back in the U.S. (Canary Media)
Coal’s mounting cost: The net cost of keeping a Michigan coal plant open has reached $135 million since President Trump ordered the facility to stay online in May 2025. (MLive)
Powerful pivot: At least 10 North American EV battery plants are being revamped to instead produce grid batteries for energy storage systems. (Financial Times)
Renewables under attack: A bill making its way through Ohio’s legislature would essentially ban wind and solar development in the state — one of several similar attempts around the U.S. (Canary Media)
Heat-pump troubleshooting: Icy crusts kept some heat pumps from performing their best during recent bouts of extreme cold, but experts recommend owners take a few easy steps ahead of storms to keep their systems running. (Canary Media)
Data center crackdown: The White House has reportedly drafted a pact with tech giants that would have them make public commitments to ensure that their data centers don’t raise household power prices, stress water supplies, or hurt grid reliability. (Politico)
Heat pumps outsold fossil gas–fired furnaces in the U.S. yet again last year.
That’s the fourth year in a row — a testament to Americans’ sustained appetite for the zero-emissions appliances crucial to weaning buildings off planet-warming fossil fuels.
In 2025, 12% more air-source heat pump units shipped in the U.S. than gas furnaces, the next most-popular heating appliance, per data released today from the industry trade group Air-Conditioning, Heating, and Refrigeration Institute.
Now, that doesn’t necessarily mean that more households are installing the über-efficient appliance instead of furnaces; one home may need multiple heat pump units to replace a single furnace.
And not all the data was good news for the climate. Shipments of gas-powered units ticked upward last year to 3.2 million, while heat pump sales fell to 3.6 million.
But these are year-to-year fluctuations, and the broader trend is still toward heat pumps, experts told Canary Media.
Given the health, comfort, efficiency, and climate benefits of the tech, a complete transition to heat pumps feels inevitable, said Ryan Shea, manager in the carbon-free buildings team at nonprofit RMI. “I think the only question is … how fast the transition happens, not if.”
Electric heat pumps are two-way air conditioners that offer both space cooling and heating. They’re a critical tool to eradicating carbon pollution from buildings, which account for more than one-third of U.S. greenhouse gas emissions. Because the tech is two to four times as efficient as fossil-fueled systems, heat pumps also save most households money on their energy bills — a winning attribute as more Americans grapple with a cost-of-living crisis.
So why the dip in heat pump shipments last year?
A combination of factors, from tariffs to higher interest rates to a sluggish construction market, was likely to blame, according to experts.
A changeover in refrigerants also played a role. For years, heat pumps and air conditioners utilized the hydrofluorocarbon refrigerant R-410A, which has a strong global-warming potential. But as of Jan. 1, 2025, federal law has required newly manufactured systems to use a less polluting class of refrigerants, called A2Ls.
At least some distributors stocked up on the equipment in 2024, so they’d be ready if customers asked for their broken heat pumps or ACs to be replaced with the same models, said Kevin Carbonnier, senior manager of market intelligence at the nonprofit Building Decarbonization Coalition. That led to a backlog of extra inventory in 2025.
But the refrigerant and market factors “are temporary headwinds,” said Wael Kanj, research manager at electrification advocacy nonprofit Rewiring America. “I don’t think they change the fundamentals. Heat pumps are still the most efficient and comfortable way to heat and cool the home.”
Standing in the way of a total heat-pump takeover has long been their price tag. In 2024, Rewiring America estimated that for a medium-size home, a central heat-pump system costs a median of $25,000. A comparable gas furnace plus central AC system can cost roughly half that.
Even for the same building, contractors may provide hugely varying estimates. Last year, heat-pump research firm Laminar Collective found that for one 2,000-square-foot abode in the Boston area, installers’ quotes for a whole-home heat-pump system could differ by more than $10,000.
The Trump administration has worked against making the tech more affordable. Last year, it terminated home-energy tax credits that reduced the cost of an air-source heat pump by up to $2,000, and of a ground-source, or geothermal, heat pump by an uncapped dollar amount up to 30% of the cost.
Some federal funding to boost heat pumps continues to flow, however, including a $200 million grant to Denver-area local governments. Several states — including California, Georgia, New York, and Indiana — have also been able to tap into an $8.8 billion grant program created under the Biden administration to launch home energy rebate programs that help low- and median-income households afford heat pumps.
Even without the tax credits, thousands of incentive programs that lower the upfront costs of electrification still exist at state, local, and utility levels, Kanj said. Rewiring America and the North Carolina Clean Energy Technology Center offer online tools so that households can find available credits.
State and local governments are also pursuing creative ways to help heat pumps take off. New England and California have launched multipronged initiatives to raise public awareness and get heating, ventilation, and air conditioning contractors on board. Massachusetts has implemented a lower winter electricity rate for heat pump owners. New York City, which has an all-electric standard for new buildings, launched a $38.4 million program earlier this month to deploy window heat pumps in affordable housing. And California legislators are considering a bill that would cut red tape for homeowners looking to install these electric appliances.
Investors are backing innovation in this space. The Vancouver-based startup Jetson, for example, just raised $50 million to scale its direct-to-consumer approach, which it says cuts installation costs in half.
And although U.S. heat-pump sales didn’t break any annual records in 2025, the tech did quietly achieve a major milestone: In September, more heat pumps shipped than central ACs for the first time.
“It’s really exciting to see the market moving in that direction,” Shea said.
The Building Decarbonization Coalition’s Carbonnier hopes that in the next year or two, “we’ll see it fully cross over” — the way heat pumps overtook gas furnaces four years ago.
Startup CarbonQuest already proved it could snatch carbon emissions from the gas-fired boilers that heat New York City high-rises. This year, it’s moving into a big new market: carbon capture for the fossil-fueled engines that generate power in remote or campus settings around the world.
Tourmaline, Canada’s largest natural gas producer, collects gas at its Banshee plant near Edson, Alberta. It uses compressors to move the gas through the pipeline network and runs gas-burning engines — akin to supersize versions of what propels a truck — to power those compressors. Now, Canary Media has learned, Tourmaline has contracted with CarbonQuest to capture carbon emissions from an engine driving its compressors, proving out a new use for the technology.
Over the next 10 months, the startup is assembling its equipment into easily transportable containers at a factory in Spokane, Washington, prior to installation at Banshee. The machinery will hook up to the engine’s exhaust stream and use a process called vacuum pressure swing absorption to pull out and collect carbon dioxide. While elsewhere, CarbonQuest’s CO2 has been turned into concrete, here it will go down an existing well for permanent sequestration underground.
The carbon capture industry stands out among climatetech sectors for its distressing frequency of technological disappointments and outright fraud. CarbonQuest, which launched in 2019 and raised $20 million in Series A funding last year, differentiates itself from such dubious company by making humble promises and following through. Its first commercial installation has been capturing boiler emissions in a 30-story apartment building near New York City’s Lincoln Center since early 2022, and the company is now hooking up its fifth system to clean up gas heating in the metropolis.
Carbon capture, which collects carbon dioxide from smokestacks — and the related field of direct air capture, which grabs trace amounts from the air — has struggled with energy requirements: Burning too much electricity to isolate the carbon dioxide undercuts the climate case for doing so in the first place. Rather than jump to massive-scale carbon capture (with massive energy needs), CarbonQuest has chosen to hone its tech at a level that others thought was too small to bother with, said Anna Pavlova, senior vice president for strategy, market development, and sustainability.
“Our goal is to help us move faster to reducing emissions,” Pavlova said. “That’s what we’re trying to prove. And we’re trying to prove it on maybe not the gigantic scale, but the good-enough scale where results still matter.”
Compressors might not be well known outside the industry, but they play a crucial role in the pipeline network that supplies much of America’s home heating, plus 40% of U.S. power generation today. Some regions depend far more on gas: Even the climate-hawk states of New England, for instance, use gas for 55% of their electricity. There’s a tangible climate benefit in reducing emissions from infrastructure that is very much needed for the foreseeable future.
Indeed, U.S. natural gas pipelines make use of more than 5,400 compressors — all systems that CarbonQuest could theoretically slash emissions from with the tech it’s bringing to Canada.
The Alberta installation also portends impact far beyond the niche of gas pipeline compressors. With this project, CarbonQuest jumps from knowing how to decarbonize boilers to knowing how to decarbonize engines, Pavlova said. That’s crucial, she added, because “engines are in many places.”
The type of engines that run compressors serve small-scale power generation all over the place: university campuses, hospitals, industrial sites, and, increasingly, AI data centers that want to produce their own electricity behind the meter. CarbonQuest’s first boiler installation grabs about 1,000 metric tons per year. Soon, its equipment will process 1,500 metric tons per year from the compressor engine, Pavlova said.
This will mark the first time CarbonQuest is including a “metal-organic framework” absorbent — a material engineered by the company Captivate Technology to capture carbon more efficiently. Anything CarbonQuest can do to suck up more pollution with less energy helps make the process more scalable.
Pavlova is particularly excited to prove that this technology can work effectively at the carbon dioxide concentrations that come out of gas engines. Gas boilers typically produce exhaust that’s 8% to 10% carbon dioxide, she said, whereas the engine exhaust will be only about 5% CO2. (Larger gas turbines and coal power plants have even lower concentrations, part of why carbon capture hasn’t worked well for them.)
This is just a stepping stone, however. CarbonQuest got the project’s $4.1 million budget funded by grants from Alberta and the Canadian National Gas Innovation Fund, and the equipment will be able to catch only a small portion of the compressor site’s emissions. But it will put the technology to the test in a real commercial setting, and CarbonQuest will get paid via a long-term service agreement to keep its system in good functioning order. The startup is already working to close “fully commercial” deals for gas compression engines in the U.S., Pavlova said.
To deliver on that potential, CarbonQuest needs to line up customers that care about reducing emissions and find other ways to monetize carbon capture, either through regulatory credits for sequestration or by creatively reusing the carbon itself. Neither option is particularly outlandish these days: The commodity price for carbon dioxide is quite high now, and the federal tax credit for carbon capture survived the Trump administration’s budget law. The trick has been finding people who can actually do the capturing part.
It’s not just federal headwinds that threaten to constrain renewable energy development. State and local restrictions on solar and wind are spreading across the United States, too.
Few states highlight this fact as well as Ohio does. The Buckeye State makes solar and wind farms go through extra hurdles that don’t apply to fossil-fueled or nuclear power plants, including counties’ ability to ban projects. Its siting authorities have also deferred to local opposition for renewable energy while granting opponents little say over where petroleum drilling rigs and fracking waste can go.
A bill now working its way through the Republican-controlled Ohio legislature threatens to raise even more barriers for wind power and solar farms. On Tuesday, the Ohio Senate’s Energy Committee held its third hearing on Senate Bill 294. It’s unclear whether the committee will hear additional testimony, so under state law the bill could pass out of committee as soon as its next meeting.
The bill would declare it to be state policy “in all cases” for new electricity-generation facilities to “employ affordable, reliable, and clean energy sources.” But the bill’s definitions not only veer from common usage in ways that would exclude renewables but also threaten to block wind and solar development altogether.
“If Senate Bill 294 were enacted, the Ohio Power Siting Board would be unable to support renewable energy projects under the bill’s restrictive definition. This would place Ohio at a disadvantage,” said Evangeline Hobbs, a deputy director at the American Clean Power Association, in joint testimony for that group and fellow industry organization MAREC Action. “At precisely the moment when Ohio needs every available energy source, this bill would tie the state’s hands.”
Based on model legislation from the American Legislative Exchange Council, or ALEC, SB 294 is sponsored by Republicans George Lang of West Chester and Mark Romanchuk of Ontario.
Louisiana passed a similar bill last year that prioritized natural gas. A pending bill in New Hampshire says that energy sources “shall” be reliable, meaning not subject to routine daily weather variations.
Lang praised natural gas during his Oct. 28 proponent testimony, noting the bill is designed to take advantage of the fossil fuel. In contrast, he claimed renewable energy “doesn’t meet those qualifications of being cheap. It misses the reliability … And it doesn’t really meet clean yet.” During the Feb. 10 hearing, however, he claimed solar and wind were not really excluded and stressed that “there are definitions that have to be met.”
Those definitions, however, uniformly ding renewables.
SB 294’s definition of a reliable energy source would require it to be “readily available” with minimal interruptions during high-usage times and for it to have a 50% capacity factor. That’s the ratio of its actual power output to the potential maximum. This condition would exclude virtually all land-based wind and solar generation.
A high capacity factor “does not mean that an energy source will be available during extreme weather, or even generally available at peak times,” said Michelle Solomon, manager of electricity for Energy Innovation, an energy and climate policy think tank. In practice, grid operators “consider how combinations of resources on the grid can work together to meet needs.”
Instead of ensuring systemwide reliability, a single-minded focus on a high capacity factor will distort markets and raise costs for consumers, noted Brendan Pierpont, Energy Innovation’s director of electricity.
In fact, a high penetration of renewables can reduce the intensity of blackouts and vulnerability to extreme weather, according to a 2024 peer-reviewed study in Nature Energy. And, in general, a portfolio of energy-generation resources is more reliable than dependence on only a few sources.
“Reliability is really not a characteristic of a certain technology,” said Diane Cherry, MAREC Action’s deputy director. “And so taking things out of the ‘all-of-the-above’ is a problem.”
SB 294’s perspective on what counts as clean energy is even more questionable than its definition of “reliability.”
Under the legislation, natural gas is called “clean energy,” and language in the bill could potentially even count some coal plants as clean. Meanwhile, solar and wind are only implied to be clean, by way of the bill’s reference to a federal law that deems them so. Nuclear power, which is carbon-free when generated but produces radioactive wastes before and after that point, is also dubbed “clean.”
The definition of “affordable energy source” likewise diverges from the common meaning of those words.
Data released by the consulting firm Wood Mackenzie last October shows land-based solar and wind having lower average lifetime costs, called their “levelized cost,” compared with those of other types of power. Storage costs have also dropped substantially since 2020, and will likely fall even more.
Yet “the bill seems to want energy that is cheaper than renewable energy, which really does not exist,” Solomon said.
Ultimately, consumers would pay under the legislation, at a time when utility bills are already rising fast. Failure to add more clean energy sources to the PJM Interconnection region will cost the average Ohio customer roughly $6,500 more by 2035 than they would otherwise pay, American Clean Power reported in a Feb. 6 fact sheet.
Overall, SB 294 adds uncertainty for the industry and investors at a time when they want to build projects, Cherry said. Many companies are under the gun to start construction by July 4 or place projects in service by the end of 2027 in order to get federal tax credits.
The bill also does not mention energy storage, which can require permits from the power siting board. Pairing storage with renewables can raise their capacity factor.
“Energy storage will be increasingly critical to grid reliability and cost control,” said Nolan Rutschilling, managing director of energy policy for the Ohio Environmental Council Action Fund, calling for the bill to be amended to include storage so that the board “has the full toolbox to evaluate projects that can deliver reliability without increasing fuel-price volatility or long-term customer costs.”
For their part, representatives of ALEC and the Heartland Institute gave proponent testimony on the bill last fall.
Both are “among the most notorious climate-denial organizations out there that have been funded by fossil fuel interests,” said Dave Anderson, policy and communications manager for the Energy and Policy Institute. Yet they also “claim to be totally free-market and libertarian,” he added, an ironic point given the bill’s potential to distort the market in favor of fossil fuels.
To that end, SB 294 “will destroy competition by declaring renewable energy unreliable, and it’s picking winners and losers,” said Janine Migden-Ostrander, who formerly served as the Ohio consumers’ counsel and is a fellow at the Pace Energy and Climate Center. “The legislature should not be deciding this. Let the market decide. If projects are uneconomical, they will not be built.”
Bone-chilling cold and Arctic winds gripped the northeastern U.S. over the past few weeks, straining electricity systems and raising power prices as people cranked up their heat. Now, as the region finally starts to thaw, early data shows how America’s offshore wind farms helped keep electricity flowing during the extreme-weather stretch.
The results demonstrate the bitter irony of the Trump administration’s ongoing — and potentially unlawful — battle against U.S. offshore wind development. Federal officials are calling for additional fossil-fueled power to prevent future winter blackouts, all while trying to block the build-out of offshore wind, one of the most valuable resources for cold-climate coastal states.
“Performance data is showing in real time that offshore wind delivers reliable power when the grid needs it the most … at the scale this region and our country need,” said Liz Burdock, president and CEO of Oceantic Network, which advocates for marine renewable energy sectors.
Burdock was speaking on Tuesday in New York City at the group’s annual International Partnering Forum, where hundreds of offshore wind developers, policy experts, and labor leaders gathered to regroup following President Donald Trump’s yearlong attacks on five in-progress offshore wind farms.
For years, independent energy experts have forecast that offshore wind could deliver substantial amounts of power to densely populated, land-constrained communities along America’s east coast — particularly during winter cold spells, when demand for fossil gas exceeds supply. And grid operators in the region have been banking on offshore wind capacity to come online to meet the rising electricity needs of data centers and electrified homes and vehicles.
The data from January shows that the nation’s two operating utility-scale offshore wind farms — South Fork Wind and Vineyard Wind — performed as well as gas-fired power plants and better than coal-fired facilities, including during last month’s Winter Storm Fern, experts said at the event.
The 132-megawatt South Fork Wind farm, which delivers power to Long Island, New York, had a “capacity factor” of 52% last month. The metric reflects how much electricity the project actually generated compared with the maximum amount it could generate in a given period. That puts South Fork Wind on par with New York state’s most efficient gas plants.
“The wind capacity in the Northeast is absolutely amazing, particularly over the winter,” said Mikkel Mæhlisen, vice president of the Americas Generation division for Ørsted, which jointly owns South Fork Wind with Skyborn Renewables.
The 12-turbine project became America’s first utility-scale offshore wind farm in 2024, when it started providing power to some 70,000 homes. Last winter, it was also a beacon of reliability, notching a 54% capacity factor between December 2024 and March 2025.
Vineyard Wind, meanwhile, can already produce as much as 600 MW of clean electricity off the coast of Massachusetts. The project, which is 95% complete, is one of the five offshore wind farms that were forced to halt construction late last year in response to Trump’s stop-work orders, which cited ambiguous “national security” concerns. Federal judges have allowed all five projects to proceed as the developers’ complaints move through the legal system.
However, Interior Secretary Doug Burgum says the Trump administration plans to appeal those court rulings, Bloomberg reported on Wednesday.
During Winter Storm Fern, Vineyard Wind had a 75% capacity factor, Burdock said. Once fully operational, the project will deliver power at a price of $84.23 per megawatt-hour to the New England grid. That’s markedly less than spot wholesale prices during the storm, which spiked to over $870 per MWh on Jan. 25.
Soaring gas prices and limited supplies pushed utilities in New England to fire up oil-burning power plants in order to avert blackouts, assets that are typically too expensive to justify running. The result will be even higher bills for the region’s residents, who have historically faced some of the highest energy costs in the nation — in part because New England lacks recoverable resources like oil and gas, said Katie Dykes, commissioner of Connecticut’s Department of Energy and Environmental Protection.
Having a more diverse energy mix would help states reduce their reliance on firm, dispatchable, but also costly and dirty power plants during such challenging periods.
“Variable resources like wind and solar, when they’re operating during these cold weather periods, they’re actually helping to keep a lid on prices,” Dykes said during a panel. “It means we can reduce the runtimes of those more expensive oil units. It also means that we can preserve the runtime of those [fossil] resources that are relying on stored fuel.”
Proponents of America’s nascent offshore wind industry said they’re hopeful the five in-progress projects will be completed as planned. In New York, Ørsted’s Sunrise Wind and Equinor’s Empire Wind would together provide 1.7 gigawatts of new capacity — enough to meet more than 10% of the electricity needs in New York City and Long Island.
“The last few weeks have been extremely stressful,” Gary Stephenson, a senior vice president for the Long Island Power Authority, said about the region’s cold snap. The municipal utility, which serves 1.2 million customers, purchases power from South Fork Wind and will connect its grid to Sunrise Wind, which is expected to start operating in 2027.
“I really wish we had that Sunrise facility online. That would have taken so much pressure off the natural gas system,” Stephenson said at the event. “So we’re looking forward to that [coming online] towards the end of next year.”
A correction was made on Feb. 12, 2026: This story originally said Vineyard Wind delivered power at $84.23 per megawatt-hour during Winter Storm Fern, but that is the price the installation will deliver once fully operational.
Canary Media’s “Electrified Life” column shares real-world tales, tips, and insights to demystify what individuals can do to shift their homes and lives to clean electric power.
As Winter Storm Fern was dumping record amounts of snow and ice across the U.S. a couple of weeks ago, Kit Wu sprang into action.
Wu, the founder of the Boston-based heat-pump installation and research startup Laminar Collective, quickly reached out to his customers. He wanted to know how the more than 70 households his startup had installed heat pumps for were faring — and to address any performance issues that might have come up as the city weathered its eighth-biggest snowstorm in history.
The vast majority of heat pumps fared well, Wu’s customers reported. Even as Fern eventually departed and a brutal cold snap gripped the region, more than 90% of heat pump units held up without a hitch. But six did struggle.
Their owners saw dips in indoor temperatures and sent Wu photos of their outdoor units, the parts of heat pump systems that find warmth in even frigid winter air. These appliances had a significant buildup of ice on their backs — up to a half inch thick.
That wasn’t good.
Heat pumps, which provide both heating and cooling, use finned metal coils filled with refrigerant to extract thermal energy from the atmosphere. A stubborn crust of ice throttles airflow, making it tough for a heat pump to scrounge up enough heat to keep residents toasty, Wu explained.
For years, heat pumps have been popular in the warmer U.S. South, but not so much in chillier parts of the country. That’s changing. Tech improvements have made it possible for households in colder climes to embrace the appliances, which are always better for air quality and often cheaper to run than fossil-fueled boilers and furnaces. Even in notoriously frosty states like Maine, they’re taking off.
But with this new territory comes new challenges. While some heat pumps are designed to work in temperatures as low as minus 22 degrees, it’s possible for extreme, prolonged winter weather to dampen their efficiency.
That’s exactly what happened with the struggling heat pumps that Wu encountered: They had accumulated so much ice that they just “couldn’t keep up,” he said.
Thankfully, these challenges are surmountable. Wu was able to return each of the iced-over units to smooth working order in one visit. But it would have been better to avoid the issue in the first place. Here are a few steps you can take to help your heat pump perform at its best even on the worst winter days.
To keep your heat pump humming along in the freezing cold, bring in a heating, ventilation, and air-conditioning technician before the bad weather comes, said Mark Kasdorf, founder and CEO of Forge, a heat-pump installer based in Newton, Massachusetts.
“I think 99% of all issues can be taken care of by just having an expert take a look at the system,” he said.
A professional can perform what’s called a blower-door test to find any big air leaks in your home, which work against a heat pump. And have the technician check for blocked air filters — or do it yourself — particularly if you bought the home with the heat pump already installed.
“Tons of homeowners never change their filters,” Kasdorf noted, even though it’s something most can do on their own. Helpful YouTubers have demonstrated the process for both ductless and ducted systems.
You’ll want to give your heat pump space to breathe, with at least two feet of clearance. If snow or fallen leaves are common in your area, make sure your heat pump is raised off the ground. The appliance needs this space so that, when it goes into defrost mode, water can efficiently drain away, rather than refreeze into ice.
When snow is coming down hard, break out the shovel, Wu added. “If you’re going to dig out your car, you should also dig out your heat pump.”
You could even get a little awning or semi-enclosed hut for your system to give it extra protection from a storm.
A suffocated heat pump is a sad heat pump.
A layer of ice will cause it to run less efficiently and jack up your energy bills. But there are a couple of remedies you could try, Wu said.
One is to run the heat pump in reverse in cooling mode. That will heat up the coils, potentially allowing them to thaw their icy coats.
Another is a manual defrost: pouring room-temperature water over the ice. This trick worked on all the units that he recently tended to, Wu said.
Never use hot water, though, he noted; the metal could crack.
I’ll admit, I was a bit skeptical of this piece of advice. But Kasdorf insisted it has worked for him, so here goes.
If your appliance isn’t pumping out enough heat, then take a picture of the unit, upload it to an AI model — Gemini has worked best for Kasdorf — and describe the weather and your issue.
A large-language model can suggest quick fixes. When I gave Gemini a test case, it offered some of the strategies in this article, as well as warned me to resist the urge to chip at the ice with a sharp object. A misplaced stab could cause a refrigerant leak that takes the heat pump out of commission.
Treat the tool “like a really smart uncle” who’s an HVAC technician, Kasdorf said; the voluble advice may be helpful, if imperfect. It’s also best to think of this exchange as a starting point for some troubleshooting. If it provides anything that seems especially involved — or just weird — call a professional, he noted. And if your problems persist, the same applies: Work with your installer.
That is, after all, what Wu’s customers did, and the results speak for themselves.
Last Friday, 10 days after Fern swept through Boston, area temperatures were still well below freezing, and Wu could see snow piled high outside. But after the simple fixes he employed, every one of his customers’ heat-pump systems was working just fine.
Want more tips on keeping your heat pump humming even in extreme weather? Efficiency Maine has a plethora.
Startup NineDot Energy just raised $431 million to build batteries in New York City’s vacant nooks and crannies — an endeavor that will help the metropolis fend off looming electricity shortages.
The debt financing announced Monday will support the Brooklyn firm’s plan to develop 28 battery projects totaling 494 megawatt-hours of energy storage capacity over the next two years. NineDot estimates that’s enough storage to meet the peak energy needs of about 100,000 households.
NineDot is one of several companies deploying “community battery systems” — grid-tied energy storage installations that can fit into roughly an acre of land or less — in New York City. These systems sop up excess energy from the grid when power is abundant and send it back when demand is high, like on hot summer afternoons when millions of air conditioners crank up. Bigger batteries may be able to store more energy, but community-scale systems can be more realistic to quickly deploy in über-dense places.
The decade-old startup’s latest round of construction finance, led by Natixis Corporate & Investment Banking, brings its total funding to just over $1 billion, said David Arfin, NineDot’s CEO and co-founder.
NineDot already has seven projects operating — including a 12-megawatt-hour battery and solar installation at a former parking lot in the Bronx and a 20-megawatt-hour battery system in Staten Island — or in advanced stages of construction in New York City, he said. By 2028, it plans to have 37 community storage systems with a combined capacity of 1.6 gigawatt-hours up and running across the five boroughs, he said.
It isn’t easy to find spots to build batteries in New York City, said Adam Cohen, NineDot’s chief technology officer and co-founder. It can be even harder to find space on Con Edison’s power grid to connect them, he said.
But the utility is under mounting pressure to expand its energy storage capacity — and that’s driving companies like NineDot to seek out vacant or underused lots in the country’s densest urban environment.
New York law sets a statewide goal of 70% renewable electricity by 2030, and state policy calls for building 6 gigawatts of energy storage by 2030. Upstate New York has plenty of land for utility-scale wind, solar, and battery farms. But downstate New York and New York City are where power demand is greatest and the generation mix is the dirtiest — and there’s not yet enough transmission grid capacity to solve those problems with clean power from the north, Cohen said.
Meanwhile, the New York City area faces an energy crunch as power demand surges and aging fossil-fueled plants in the boroughs prepare to shutter. In October, the state’s grid operator warned that New York City and Long Island might face “reliability violations” as soon as this summer.
Late last year, state regulators ordered Con Edison to seek out “a broad array of potential non-emitting solutions” that could quickly bolster reliability.
“You could solve that with new transmission,” Cohen said — except that’s hard to build. The Champlain Hudson Power Express, a major transmission line from Canada to New York City, is nearing completion and scheduled to start delivering hydropower and wind power in May. But another major transmission line being planned to carry power into the city was canceled in 2024.
Another option is “keeping dirty peaker plants online,” Cohen said. But the fossil-fueled plants that New York City relies on to serve its peak loads are expensive to operate and emit health-harming air pollutants, largely in low-income communities and communities of color.
That’s why state regulators’ order to Con Edison calls for “non-emitting solutions, prioritizing cost-effectiveness and ease of deployment, and minimizing impacts to disadvantaged communities.”
Batteries fit that bill, say proponents of the tech. William Acker, executive director of the New York Battery and Energy Storage Technology Consortium, noted that the utility’s initial report to regulators in January identified a roughly 125-megawatt shortfall for about three hours during peak summer demand starting in 2032. This is “well within the range of the energy storage we expect to be deployed,” he said.
“That’s changing how the state is looking at energy storage deployment in New York City,” Acker said. “It’s one of the most cost-effective ways to address this reliability challenge.”
New York state has struggled to meet its targets for utility-scale clean energy, with supply chain disruptions and rising interest rates undermining the financial prospects for big wind and solar farms. It’s also faced challenges in getting large-scale battery projects up and running, largely because of problematic contract structures that crimped project financing.
But smaller community battery projects, like NineDot’s, have an advantage on that front: They can access the state’s incentives designed to encourage distributed energy resources that deliver power when and where the grid needs it the most. These incentives offer far steadier and more predictable revenue streams than those set up for the state’s larger-scale utility programs, Arfin said.
Community battery projects are also eligible to feed into New York’s Statewide Solar for All program, which provides a portion of revenues from community solar and storage projects to utility customers in disadvantaged communities who are enrolled in energy-affordability programs. NineDot forecasts that the projects it has committed to Statewide Solar for All will deliver more than $60 million in energy credits over the coming decade.
NineDot’s strategy of putting batteries on vacant or underutilized lots is one of several approaches being taken to add energy storage to the New York City grid. For example, Con Edison has deployed batteries at its substations and worked with companies installing them at EV charging stations and electric school bus depots. And some New York City businesses are using small plug-in batteries to cushion their draw on grid power during hours of peak demand.
Meanwhile, larger-scale projects like 174 Power Global’s 400-megawatt-hour battery in Queens are starting to get built, and energy developers, including Summit Ridge Energy and Convergent Energy and Power, have community battery projects underway.
But batteries in the Big Apple aren’t always getting a warm reception from their neighbors. Public opposition, spurred by a spate of grid battery fires, has quashed several projects in Staten Island and has led to an ongoing moratorium on their construction in the Long Island town of Oyster Bay. New York City mayoral candidate Curtis Sliwa railed against battery projects in the waning days of his campaign last year, calling them “mini-Chernobyls.”
But Cohen noted that the Fire Department of New York has spent years developing grid-battery safety rules that may be the most comprehensive in the country. “The FDNY is the global gold standard for approving battery storage technology and sites,” he said. “It’s cumbersome — but it’s trusted and thorough.”
As the Trump administration promotes U.S. natural gas exports, federal analysts warn that shipping massive volumes abroad could raise costs for consumers at home.
The fracking revolution unleashed abundant natural gas in the early 2010s, lowering costs for heating and enabling gas-fired power production to unseat coal as the top electricity source in the United States.
Now, though, homes and power plants compete with a new and growing source of gas consumption: liquefied natural gas (LNG) terminals, gargantuan facilities that compress and ship gas to buyers overseas. Eight terminals currently export gas from U.S. shores, sucking up more than all 74 million households on the domestic gas network do. Counting those terminals and pipelines that carry the fossil fuel to Canada and Mexico, the U.S. exports more than 20% of its gas production.
LNG facilities generate immense revenue for the companies that build and supply them, but they come with considerable environmental and climate impacts. The export infrastructure justifies even more fossil-fuel extraction at a time of record U.S. production, and the energy-intensive process required to liquefy, ship, and regasify the fuel releases far more carbon than simply burning gas. Depending on how much of the gas leaks along the way, the fuel can be as bad as coal in terms of greenhouse gas emissions.
After a few years of just continuing with the status quo on LNG policy — that is, expand, expand, expand — the Biden administration in January 2024 paused approval of new terminals so that it could rethink how the U.S. evaluates their impacts.
President Donald Trump undid that pause right after taking office last year, as part of a wide-ranging assault on federal climate policies. Now, as the U.S. finds itself in the grip of an affordability crisis, it’s not LNG’s climate implications that have taken center stage but its threat of driving up domestic energy prices when utility rates are already reaching record highs.
Last year was clearly an up year for natural gas prices, which jumped by 56% from a record low in 2024, landing at an annual average of $3.52 per million British thermal units at the Henry Hub, which sets the benchmark gas price. The Department of Energy’s Energy Information Administration expects gas prices to stay nearly flat this year but to soar to about $4.60 in 2027. The reason: “because growth in demand — led by expanding liquefied natural gas exports and more natural gas consumption in the electric power sector — will outpace production growth.”
Trump vehemently supports LNG expansion and has pressured foreign leaders to buy more U.S. gas. But even without new approvals, federal regulators from previous administrations have already confirmed enough LNG expansion to double export capacity by 2029. If that trend elevates gas prices, for the reasons the EIA described, it could indeed end up saddling consumers with even higher energy costs.
Over the past year, gas power prices rose enough that coal staged a limited comeback in power markets. This pushed total U.S. carbon emissions up for the year and contributed to electricity bills rising faster than inflation.
“We have exited the era of low natural gas prices and have entered the era of higher gas prices,” said Tyson Slocum, director of the energy program at consumer advocacy group Public Citizen. “The only outcome here is a far more expensive domestic energy bill for Americans.”
Gas advocates, however, reject the view that significantly higher prices are inevitable and argue that LNG exports have grown considerably without a correlated rise in price.
Since 2016, LNG exports have ascended to 15 billion cubic feet per day without a steady year-over-year increase in domestic gas costs. Henry Hub prices rose in 2021 as the economy revived from its Covid-19 torpor and Winter Storm Uri shocked the Texas market. Prices spiked in 2022 after Russia’s invasion of Ukraine and Europe’s subsequent scramble for non-Russian gas. Then U.S. prices fell below $3.
If gas companies boost production in anticipation of next year’s rising demand, the price escalation predicted by the EIA may not materialize, said Richard Meyer, vice president of energy markets, analysis, and standards for the American Gas Association, which represents gas utilities.
“High prices are never a foregone conclusion — it’s all about the market balance,” Meyer said. “The industry is actually being quite responsive to the price signals.”
As a case in point, he noted that the EIA’s short-term outlook throughout 2025 predicted that gas prices would rise in 2026. Now, 2026 is here, and EIA predicts a 2% annual decrease. If the same dynamic unfolds this year, then the expected price hike in 2027 could vanish, too, as producers drill more to meet demand.
Indeed, when companies are spending $10 billion to $15 billion to build an LNG terminal, they typically secure dedicated gas and pipeline capacity, said Jacques Rousseau, managing director for global oil and gas at the independent data firm ClearView Energy Partners.
“They have all the pieces of the puzzle lined up,” Rousseau said. “LNG companies primarily source gas from new pipeline capacity, since it needs to connect directly with their liquefaction facilities.”
Slocum of Public Citizen, for his part, acknowledges that past LNG expansion was met with more domestic production, but that “production will be challenged to keep up” with the impending demand growth.
After all, it’s not hard to imagine a late-2020s scenario in which AI computing prompts a surge in gas power production just as LNG shipments balloon. New gas exploration could be constrained temporarily — if, say, investment funds dry up or pipeline projects get delayed. Wall Street has already been pushing gas companies to focus on “capital discipline and dividends,” putting a damper on investment in new production, Rousseau noted. Should some constellation of those forces align, a gap could open up between gas supply and demand, sparking the kind of price hikes the EIA is warning about.
Electric utilities can protect their customers from soaring gas prices by diversifying to more wind, solar, and battery power. Slocum, meanwhile, wants the federal government to protect people from higher energy bills by more assertively regulating gas exports.
Per the Natural Gas Act of 1938, companies can build LNG terminals only if the DOE confirms that doing so is in the “public interest.” And while the government has exercised its regulatory power before a terminal gets built — after which the terminal can ship its approved capacity for 25 years — Slocum says that the DOE can and should also put guardrails on export volumes to respond to evolving circumstances.
“There needs to be actual regulation, where the Department of Energy says it’s a conditional approval subject to revision if Henry Hub or other key benchmarks exceed a certain price,” Slocum said. The regulation could blunt the impact of a future international crisis that pulls gas supply away from the U.S. and spikes prices for domestic consumers.
The idea has some populist appeal. But then again, Slocum noted, Republicans in Congress have been proposing even less regulation — in fact, they want to eliminate the public-interest determination altogether.
Some members of the oil and gas industry have a less-caveated stance on the whole question. In the Dallas Federal Reserve Bank’s December pulse check on the industry, one executive from an exploration and production firm expressed hopes that the Fed would cut interest rates, thereby boosting the economy.
Then, the respondent commented approvingly, “new pipeline projects will improve takeaway from West Texas, and new LNG plants will help to drive natural gas prices upward.”
When I first met John Holbrook at his office in northeastern Kentucky, the region seemed to be on the cusp of a revival. It was a scorching summer day in 2024, and Century Aluminum was considering building an enormous smelter in this corner of Appalachia — one that would create thousands of jobs in an area where employment was steadily drying up.
Holbrook, who heads the Tri-State Building and Construction Trades Council, called the $5 billion project a “life-changing” opportunity. He’d joined a coalition of labor organizers, environmentalists, and local officials who supported Kentucky Gov. Andy Beshear’s attempt to hammer out an agreement to supply Century’s new smelter with clean electricity.
Two weeks ago, Century finally announced its plans. The Chicago-based manufacturer said it will build an aluminum plant in Oklahoma instead, in partnership with Emirates Global Aluminium. The jointly developed facility will be America’s first new smelter since 1980 — and the largest in the country — if completed as planned by the end of the decade.
“It’s very disappointing for the Kentucky craftspeople that I represent,” Holbrook said recently on a video call from his office in Ashland, which was blanketed in ice from a major winter storm. “It’s tough,” he added. “But we are resilient people.”
The news of Century’s decision had barely sunk in for Kentuckians when the company made another surprising announcement.
Last week, Century said it had sold its idled Hawesville smelter in western Kentucky to a data center company, squashing any possibility that the aluminum plant would be restarted. The developer, TeraWulf, will now have access to the site’s 480 megawatts of existing grid capacity for bitcoin mining and high-performance computing — tasks that are less sensitive to power prices than smelting aluminum.
When Century shut down production in Hawesville in 2022, cutting more than 600 jobs, the company pointed to “skyrocketing energy costs” as the primary reason.
Energy has always been the Achilles’ heel of smelters.
The facilities consume tremendous amounts of electricity to transform raw materials into a versatile metal that’s used in cars, planes, power cables, solar panels, and beverage cans. Producers must secure long-term contracts with utilities for affordable, reliable power in order to compete in global markets. But those deals are hard to come by, and smelters that rely on fossil fuel–heavy grids are particularly vulnerable to spikes in coal and gas prices.
For its new smelter, Century had been scouting locations where it could access not only competitive rates but also ample supplies of carbon-free electricity. In 2024, the company was awarded up to $500 million from the Biden administration’s Department of Energy to build a “modern, low-emission” facility as part of a broader federal effort to demonstrate cleaner manufacturing technologies for domestic industries.
It’s unclear whether the terms of Century’s grant have changed under the Trump administration, which is propping up aging coal plants as it works to block renewable-energy projects. But Century recently pointed to Oklahoma’s abundant wind generation and solar power potential in explaining its decision to partner with Emirates Global Aluminium on a smelter near Tulsa.
“Oklahoma is very well located, from a total energy perspective,” Matt Aboud, Century’s senior vice president of strategy and business development, said during a Feb. 2 panel at the S&P Global Aluminum Symposium in Miami.
“Yes, this administration is very much promoting fossil fuels and very much de-emphasizing renewables. But you have to take a 30-to-50-year horizon,” he said. “Ultimately, to really operate a smelter here [in the U.S.], you need an energy strategy that incorporates all the different fuel mixes.”
Aboud didn’t mention Kentucky. But for clean energy advocates, the decision to build in Oklahoma and not the Bluegrass State felt like an indictment of Kentucky’s power system. Coal-fired power plants supplied 67% of the state’s electricity generation in 2024, and gas plants generated another 26%. Hydroelectric dams provided most of the rest, though dozens of solar projects are in development, including ones atop old mining sites.
“Kentucky needs to learn from this and understand that our infrastructure, too, is an economic development tool,” said Elisa Owen, a Louisville-based senior energy organizer with the Sierra Club’s Beyond Coal Campaign. “We cannot remain invested in 19th-century energy if we want to attract 21st-century business. It’s just as simple as that.”
She said her focus now is ensuring that Century’s last smelter in the state, Sebree, continues operating for years to come. That means pressuring state officials and legislators to usher more renewables onto the grid. “If we understand that Century needs clean energy to be viable in the United States, then that is a story we can tell in Kentucky,” she said. “The Oklahoma smelter snafu needs to be a wake-up call.”
Gov. Beshear, a Democrat, stressed the need to diversify Kentucky’s energy mix in response to Century’s Oklahoma pivot. But GOP state legislators in recent years have adopted measures — Senate Bills 4 and 349 — that are designed to prolong the life of fossil-fueled power plants and make it harder to build renewable energy projects in their place. Opponents of the rules, including investor-owned utilities and manufacturing groups, have warned that the restrictions will jeopardize grid reliability and increase energy costs.
The Kentucky Resources Council and a coalition of other nonprofit groups commissioned an independent study to examine the lawmakers’ claims that relying on fossil fuels is the only way to ensure an affordable, reliable grid. The analysis, by Current Energy Group, found that Kentucky is presently pursuing a high-cost, high-risk path by keeping uneconomic coal plants running and hamstringing efforts to pursue alternatives.
Researchers identified the “least-cost” strategy as one that involves building renewable energy capacity, deploying energy storage, and adding demand-side resources like energy-efficiency programs and rooftop solar to reduce pressure on the utility grid. Using these cleaner resources to replace coal-fired power could save Kentucky customers $2.6 billion by 2050, according to the report, published in December.
This approach is also considered the lowest risk, given that a costly, dirty grid threatens to push out more industries, and since it leaves utilities vulnerable should the state or country ever decide to penalize carbon-dioxide emissions, said Byron Gary, an attorney at the Kentucky Resources Council who helped spearhead the report.
He said that the analysis didn’t include Century’s new smelter when modeling the state’s future power demand. But it did assume that some of the data centers proposed for Kentucky will get built, further increasing the need for carbon-free, lower-cost electricity resources — “which Kentucky clearly doesn’t have right now,” Gary said.
Pro-coal policymakers have framed the AI boom as a godsend for Kentucky’s long-suffering mining industry, as the massive facilities will need lots of around-the-clock power. For now, though, the biggest winner seems to be fossil gas. Last fall, state lawmakers gave Kentucky’s largest utility approval to spend $3 billion on building 1.3 gigawatts’ worth of new gas power capacity to serve future hyperscalers.
Still, that power likely won’t be online anytime soon, given order backlogs: Just getting the turbines needed for new gas plants can take three to five years. By contrast, large-scale solar and wind projects represent the lowest-cost and fastest path to add power to the grid, experts say.
Many residents are pushing back against data centers over concerns of how the megaprojects will affect farmland and raise living costs and electricity prices. For environmentalists who were hoping for a new green smelter, or who were surprised by Hawesville’s rebirth as a server farm, the tech infrastructure is little consolation.
Lane Boldman, executive director of the Kentucky Conservation Committee, said she doesn’t think that data centers will revitalize the state’s hard-hit industrial and mining communities in the same way that the Department of Energy had initially intended when awarding Century’s $500 million smelter grant.
“What the Biden administration had been trying to do with a lot of these grants was not just to provide economic development or drive cleaner technology but also to do something to restore communities that had been working in the energy sector before, so that they’re not abandoned,” she said.
“You want to be able to bring the communities along in that transition,” she added. “And what they will now get instead is either nothing or a data center, and that just wasn’t the plan.”
Holbrook, for his part, said he welcomes the potential influx of data centers in Kentucky and the regions of Ohio and West Virginia that his tristate labor council represents. As he sees it, the multibillion-dollar developments could provide well-paying construction jobs for the next decade and beyond as tech companies expand their footprints.
“We’re trying to embrace it, and we want to be at the table and building these campuses,” he said. “You kind of have to dance with the person that brought you. So that’s how we are with this situation.”
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