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In 2025 Q3, US utility resource plans showed increasing projected electricity demand and emissions, with many utilities delaying fossil plant retirements to ensure resource adequacy. Load growth is primarily driven by large loads like data centers, while the phase-out of federal renewable tax credits and MISO regulatory changes have led to reduced wind and solar plans and increased reliance on gas capacity. Current IRP projections indicate a significant gap between planned emissions reductions and the net-zero targets required by 2035 for climate alignment.

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 briefing emphasizes that the US nuclear posture relies on a foundation of science, technology, and engineering (S&T) managed by the NNSA National Laboratories and the Department of Energy. It advocates for increased long-term investment in early-stage R&D, the modernization of aging manufacturing infrastructure through robotics and CNC, and the rebuilding of a specialized workforce. The authors suggest that the S&T base should be viewed as a tool of deterrence in itself, requiring stable funding cycles that transcend short-term political terms and expanded public-private partnerships to accelerate innovation.

The briefing explains that the western grid operates as an interconnected web where electricity flows across state and utility boundaries to balance supply and demand. It highlights that most major utilities in the West acted as both importers and exporters of electricity in 2024, providing a critical safety net during emergencies. Case studies from 2024 illustrate how the Pacific Northwest relied on imports from the Southwest and Rockies during a January cold snap, and how Montana imported 59% of its demand during a July heat wave and generator outage. The document concludes that increasing demand from AI and manufacturing necessitates further investment in regional transmission planning and projects like SunZia and Greenlink.

The report documents a significant increase in private equity (PE) and venture capital (VC) ownership within the U.S. PACE sector, noting that 15% of all programs now have such backing. It highlights the risks of leveraged buyouts and debt-driven strategies, using InnovAge as a case study to illustrate how aggressive growth and investor payouts can lead to financial instability and regulatory sanctions for care deficiencies. The document also examines the use of federal Opportunity Zone tax incentives to attract healthcare investment and calls for stronger oversight to prevent extractive financial practices in publicly funded elder care.

The policy brief outlines five strategic recommendations for Western U.S. governors to address rising energy demand driven by electrification, industrial reshoring, and AI data centers. It advocates for the deployment of clean firm energy technologies, the acceleration of interstate transmission, the fostering of private investment through policy innovation, the implementation of multi-use public land planning, and the modernization of regulatory frameworks and federal coordination.

A forecast for extreme heat across the Southwest U.S. and northern Mexico indicates temperatures up to 18°F above normal, with the Climate Shift Index (CSI) attributing a level 5 likelihood to human-caused climate change. Approximately 53 million people are expected to be affected by these conditions, which are compounded by persistent drought in the region.

The briefing examines how the prevalence of outdoor work correlates with worry about extreme heat in the U.S., finding a modest positive correlation at the county level and a stronger one at the state level, though results vary significantly by region.

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.

A heat event in the Western U.S. from July 8-11, 2025, is forecast to bring temperatures 5-12°F above normal, with human-caused climate change making the event at least three to five times more likely for tens of millions of people.

The document analyzes how federal clean energy incentives have driven over $321 billion in investments across the U.S. between Q2 2022 and Q1 2025, highlighting that these investments are heavily concentrated in Southern and Western states and Republican-held congressional districts. It argues that rolling back these incentives would disproportionately harm these regions and jeopardize significant outstanding investments in states like Louisiana and North Dakota, as well as major projects in emerging hubs like Southern Arizona and the Southeast.

The report finds that private equity-backed fossil fuel infrastructure in the U.S. causes between $11.3 and $15.1 billion in annual human health damages, resulting in nearly 1,000 premature deaths and 1,500 emergency room visits each year. A small group of firms, specifically ArcLight, Energy Capital Partners (ECP), and Quantum Capital, are responsible for approximately 20% of these impacts. The General J.M. Gavin coal plant in Ohio is identified as the single most harmful facility, causing an estimated $1.7 billion in annual health impacts. Regional analysis highlights a disproportionate burden in the Mid-Atlantic/New England area, where people are three times more likely to die from this pollution than in the rest of the U.S., and in Texas, which ranks first in asthma onset and symptoms due to its large population and proximity to the Permian Basin.

The report finds that private equity-backed fossil fuel facilities in the U.S. cause between $11.3 and $15.1 billion in annual human health damages, resulting in nearly 1,000 premature deaths and 1,500 emergency room visits per year. A small group of firms, specifically ArcLight, Energy Capital Partners, and Quantum Capital, are responsible for approximately 20% of these impacts. The General J.M. Gavin coal plant in Ohio is identified as the single most harmful facility, accounting for roughly 19% of all health impacts in the study. Regional analysis highlights disproportionate burdens in the Mid-Atlantic/New England area and the Permian Basin, with Texas ranking first in asthma onset and symptoms due to its large population and proximity to extraction sites.

The analysis reveals a significant increase in fire weather days across much of the contiguous U.S., with the western U.S. experiencing far more frequent fire weather than the east. While the western U.S. has seen strong increases, particularly in the Southwest during spring and summer, parts of the eastern U.S. have also seen impactful increases, especially in the Southeast and Northeast. The study emphasizes that while human activity causes 87% of wildfires, fire weather primes the landscape for these fires to ignite and spread.

The report finds that the 2025 Reconciliation bill would significantly increase household energy costs, lead to substantial job losses, and increase greenhouse gas emissions by repealing clean energy incentives and EPA standards. Despite proposed increases in oil and gas production, the analysis suggests that higher demand for fossil fuels and the loss of low-cost renewable capacity would raise overall energy spending and decrease GDP.

The report argues that the private equity business model, characterized by high debt and a focus on short-term returns, is incompatible with the goals of value-based care (VBC). It details how three VBC companies—CareMax, Cano Health, and Clinical Care Medical Centers (CCMC)—filed for Chapter 11 bankruptcy in 2024 due to unsustainable debt levels. The document highlights that these companies served vulnerable dual-eligible Medicare and Medicaid populations and that their failures accelerated healthcare consolidation, as assets were bought by vertically integrated insurers like Humana. It concludes with policy recommendations to limit debt in leveraged buyouts and increase antitrust enforcement.

The U.S. public EV charging network grew more than six-fold between 2016 and 2025, reaching nearly 196,000 ports. While California leads in total numbers and northeastern states lead in density, significant coverage gaps remain in the southern, central, and plains regions. To support a projected 33 million EVs by 2030, the U.S. may need 1 million additional public chargers, including 170,000 DC fast chargers.

The document outlines New Mexico's legislative achievements in 2025, including the creation of a $210M Community Benefit Fund and new regulatory fees for carbon-dioxide storage wells, while urging the state to address industrial emissions and geothermal investment.

Analysis of NOAA data shows that all 50 U.S. states and 99% of 242 analyzed cities have warmed since 1970. Alaska was the fastest-warming state (+4.3°F), while Reno, Nevada, saw the highest city-level increase (+7.8°F). The contiguous U.S. has warmed by approximately 2.8°F, exceeding the global warming limit of 2.7°F (1.5°C). The document advocates for a clean energy transition through zero-emission vehicles, solar and wind power, and heat pumps to mitigate these trends.

Geothermal energy in the U.S. is positioned for rapid growth due to bipartisan support and advancements in Enhanced Geothermal Systems (EGS), with 1.16 GW of capacity expected to come online by 2028. While the Trump administration has deprioritized wind and solar, geothermal has benefited from new categorical exclusions in permitting and expanded tax credits. EGS technology, leveraging oil and gas drilling techniques, allows for expansion beyond traditional geological constraints and is increasingly viewed as a viable 24/7 power source for AI data centers. However, the report notes that geothermal alone cannot meet 2030 electrical demand without the continued rollout of prospective wind and solar capacity.