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In 2025, the contiguous U.S. experienced its fourth-warmest year on record and 23 billion-dollar weather and climate disasters, totaling $115 billion in damages. Globally, 2025 was the third-warmest year since 1850, with NOAA data indicating it was approximately 1.3°C warmer than the pre-industrial average. The year was marked by record-breaking December heat in the U.S. Southwest and devastating atmospheric river flooding in Washington and Oregon.

The report argues that the U.S. Department of Energy (DOE) is undermining national energy security and economic competitiveness by canceling billions in congressionally mandated funding for clean energy and industrial innovation. It details the loss of approximately $23 billion in federal funding across 648 projects, affecting sectors such as carbon capture, hydrogen, and grid resiliency. The document highlights that these cuts risk wasting previous federal R&D investments, destroying local jobs, and ceding technological leadership to global competitors like China and Canada.

The Department of Energy (DOE) has cancelled or is considering the cancellation of approximately 650 projects, totaling $23 billion in federal funding. These cuts affect a wide range of sectors, including carbon capture, hydrogen, and industrial manufacturing, and impact nearly every U.S. state. The author contends that these actions negate the goals of bipartisan legislation like the CHIPS and Science Act and the Bipartisan Infrastructure Law, threatening the energy supplies needed for artificial intelligence and modern manufacturing.

Earthjustice responds to a DOE request for information on accelerating power delivery for AI and industrial growth. The organization argues against reviving retired coal plants due to high costs and unreliability, instead advocating for the rapid deployment of wind, solar, and battery storage. It recommends that the DOE address speculative and inflated data center load forecasts, automate interconnection studies to reduce timelines, and deploy Advanced Transmission Technologies (ATTs) to increase grid capacity quickly. Additionally, it emphasizes the need for early community engagement in permitting and the long-term expansion of interregional transmission lines.

The report analyzes 65 state-level tariffs to identify mechanisms that protect ratepayers from the costs of surging demand from large energy users. It highlights five key safeguards: minimum contract terms, minimum monthly billing demands, collateral requirements, exit fees, and capacity reassignment. The author argues that while these tariffs provide a foundation for fair cost allocation, they should be paired with broader strategies like grid flexibility and optimized planning to ensure reliability and affordability.

The report analyzes cost allocation strategies for distribution grid investments driven by the electrification of buildings and transportation and the growth of distributed energy resources. It compares three state-level approaches—Minnesota's standardized fees, Massachusetts's Proactive Hosting Capacity Fee, and New York's project-level justification—while outlining the trade-offs between uniform, incremental, traditional, and proactive cost allocation models.

The briefing reveals that twenty major private equity firms are linked to nearly 60 GW of operating gas-fired power capacity globally, emitting 82 million metric tons of CO2e annually. It highlights a growing trend where private equity firms invest in both AI data centers and the fossil fuel power plants required to run them, deepening carbon lock-in. While the US holds the largest share of this capacity, private equity ownership is highly concentrated in countries like Togo and Panama.

The report reveals that twenty major private equity firms are linked to nearly 60 gigawatts of operating gas-fired power capacity globally, emitting an estimated 82 million metric tons of CO2e annually. This fleet spans 27 countries, with significant concentrations in the United States, Togo, Panama, Jamaica, and the Philippines. The document highlights a growing financial convergence where private equity firms are investing in both AI data centers and the fossil fuel power plants required to run them, potentially deepening carbon lock-in. Specific examples include BlackRock's pursuit of AES Corp and Blackstone's acquisition of TXNM.

Private equity firms have invested nearly $200 billion in data center-related industries since January 2022, driving a strategy of acquiring vertically integrated retail energy utilities and fossil fuel power plants to secure power for AI infrastructure. BlackRock's Global Infrastructure Partners (GIP) has acquired ALLETE Inc. and is pursuing a $38 billion takeover of AES, while Blackstone has invested in the Potomac Energy Center and is seeking to acquire TXNM Energy. The report argues that this expansion risks creating stranded high-emitting assets if AI demand is overestimated, while already causing increased electricity costs for ratepayers—rising up to 267% in some data center hubs—and significant environmental degradation. Organized community resistance has already delayed or blocked $64 billion in data center projects across 24 U.S. states.

The report outlines a comprehensive toolkit for U.S. states to decarbonize heavy industry, emphasizing a combination of financial incentives, demand-side market policies, and regulatory reforms. It identifies four critical subsectors—petroleum refining, chemicals, cement, and iron and steel—which together account for approximately 40 percent of U.S. industrial emissions. The guide details technology pathways including electrification, CCUS, and alternative production processes, while providing case studies from Missouri, Louisiana, and Colorado to illustrate effective state-level implementation of these strategies.

The October 2025 briefing reports that global temperatures remained exceptionally high, with the month ranking as the third warmest on record. In the U.S., warming fall temperatures have delayed the first freeze in 88% of analyzed cities, while significant drought persists across 67% of the contiguous U.S. despite localized heavy rainfall in Southern California.

The policy brief examines the misalignment between legacy gas utility energy efficiency programs and current state climate goals in the United States. It highlights how traditional cost-effectiveness tests often prioritize short-term gas appliance rebates over high-impact weatherization and electrification. Using examples from states like New York and Massachusetts, the document proposes six strategic reforms to redirect ratepayer funding toward long-term decarbonization and building efficiency.

The document examines the practice of gas line extension allowances, where the cost of connecting new buildings to the natural gas system is funded through the bills of existing customers. It argues that this model is failing as customers shift toward electric alternatives, creating a financial risk of stranded investments. Eight US states have already taken action to reduce or phase out these subsidies, which RMI estimates could save up to $750 million in annual utility costs across those states. Evidence from California and Colorado suggests that removing these subsidies encourages developers to choose all-electric options over gas.

The briefing outlines how regional financing ecosystems—comprising regional banks, community lenders, economic development organizations, and governments—can unlock capital for clean energy by structuring local projects into investable portfolios. It highlights that a one-size-fits-all approach is ineffective, citing specific high-feasibility opportunities in Minnesota (green steel and transmission) and New Orleans (green buildings and hydrogen). By coordinating diverse financial actors and using public or philanthropic funds to absorb first-loss risk, these ecosystems can address persistent barriers such as lack of predevelopment capital and underwriting friction to ensure inclusive economic benefits from the energy transition.

The analysis finds a modest positive correlation between the proportion of outdoor workers and worry about extreme heat at the county level, though this relationship varies by region. While the South and West show positive correlations, the Midwest and Northeast show negative correlations. At the state level, a stronger positive correlation exists. The document also notes a gap between heat worry and the implementation of worker protections, highlighting that some high-worry states like Texas and Florida have blocked local heat safety standards, while California's 2005 standards are linked to a 30% reduction in heat-related injuries.

The E-Bike Rebate Program Guidebook by RMI outlines a five-step process for establishing e-bike incentive programs: identifying goals, designing funding and incentive structures, partnering with bike shops, conducting community outreach, and managing program launch and evaluation. It emphasizes equity through income-tiered rebates and point-of-sale models, while highlighting the importance of supportive infrastructure and diverse funding sources such as general funds, grants, and utility partnerships.

The document outlines the RISE model, where tax-exempt organizations act as solar owners to install systems for LMI households at low or no upfront cost, utilizing the IRS 'direct pay' mechanism to claim the Clean Electricity Investment Tax Credit (ITC). It details an eight-step implementation process: determining project type and team, identifying ownership structures (such as green banks or CDFIs), planning capital stacks, selecting installers, conducting community engagement, constructing projects, claiming tax credits, and managing ongoing operations. The guide emphasizes the importance of trusted community messengers and provides strategies for adapting to potential policy changes regarding federal incentives.

The Regional Clean Hydrogen Hubs program is designed to demonstrate localized hydrogen production and end-use to create a synergistic national hydrogen economy. The author warns that planned funding cuts by the Trump administration would jeopardize an estimated 334,280 jobs and tens of billions of dollars in private sector investment. The document emphasizes that a network of hubs is necessary to create a viable market for hydrogen-fueled equipment and to maintain U.S. leadership in low-carbon hydrogen production and technology exports.

The Private Equity Stakeholder Project (PESP) supports Minnesota bill H.F. 2779, arguing that stronger oversight of private equity and hedge fund acquisitions is necessary to protect the financial stability of the state's health systems. PESP highlights a trend of private equity consolidation in U.S. healthcare, noting that buyouts reached a peak of 515 transactions valued at $151 billion in 2021. The organization claims that private equity tactics include looting safety net hospitals, stripping real estate, and cutting less profitable services. Furthermore, PESP reports a high correlation between private equity ownership and healthcare bankruptcies, stating that 21% of healthcare bankruptcies in 2024 involved private equity-owned companies, and 88% of the largest healthcare bankruptcies (liabilities over $500 million) in 2024 occurred at companies with a history of private equity ownership.

The report examines the potential of advanced transmission technologies (ATTs), including grid-enhancing technologies (GETs) and advanced conductors, to expand US grid capacity. While pilots have demonstrated success—such as increasing capacity by 40% in the Midwest—widespread adoption is hindered by risk aversion, financial disincentives, a lack of integration into planning processes, and poor cross-utility coordination. The author suggests that large corporate energy users can accelerate deployment through policy advocacy at federal and state levels and by leveraging their influence to catalyze collaboration across different utility service territories.