Texas Democratic Senate candidate State Rep. James Talarico greets supporters outside Whataburger on October 23, 2026 in Austin, Texas. Talarico won big Tuesday night. | Sergio Flores/Getty Images
On May 3, 2016 — the night Donald Trump effectively clinched the Republican Party’s presidential nomination for the first time — then-Sen. Lindsey Graham tweeted, “If we nominate Trump, we will get destroyed…….and we will deserve it.”
Graham was scarcely alone in voicing such sentiments. Texas Sen. Ted Cruz, former Gov. Jeb Bush, and most political analysts said much the same thing. After all, how could nominating an unpopular, profane, and authoritarian reality star — with more expertise in stiffing contractors than formulating policies — lead a major political party to anything but ruin?
On Tuesday night, the reckoning that Graham had prophesied finally arrived, just a decade behind schedule.
As of this writing, the Democratic Party appears all but certain to win nine of the cycle’s top 10 Senate battleground states, including perennial bastions of Republicanism like Kansas, Texas, and South Carolina. And Democrats are favored to prevail in the 10th battleground (Alaska), while winning at least 255 House seats. Then there’s an 11th race almost no one saw coming (Mississippi) that is heading down to the wire. The party’s share of the national congressional vote isn’t entirely clear. But many analysts expect it to be the largest that either party has won since the 1970s.
Among the many Republicans felled by this “blue tsunami” was Graham’s own sister, Darline, whom Trump handpicked as the GOP’s nominee in South Carolina, after Lindsey died earlier this year.
From one angle, these results are astonishing. We have not seen a wave this large in half a century. And every previous post-2016 election cast doubt on whether such a Democratic rout was even possible. After all, Democrats won a national landslide in the 2018 midterms, but nevertheless failed to gain Senate control, as red-state electorates still proved largely unwilling to back Democratic candidates.
Conventional wisdom held that the nationalization of elections — and polarization of voters — had brought an end to the era when idiosyncratic Democratic candidates could compete in overwhelmingly Republican states.
No longer. Tuesday’s results look like precisely what many expected in early 2016, before Trump proved himself more politically formidable than most of his critics had imagined.
All of which raises the question: Why now? Why did Trump manage to provoke an epochal rebuke from American voters in 2026, but not in preceding elections?
It’s partly “the economy, stupid”
The most plausible answer is, to quote the legendary Democratic consultant James Carville, “the economy, stupid.”
As 2016 made clear, the American electorate didn’t consider Trump’s illiberalism or inexperience as disqualifying as mainstream elites did. And some believed that the business executive would be well-suited to manage the economy, or at least, bring about a measure of welcome economic change.
For much of his first term, Trump appeared to validate this impression, presiding over low inflation and full employment. In December 2019, a CNN poll found voters more satisfied with the US economy than they’d been in nearly two decades. (Of course, 2020 would bring economic upheaval, but many Americans didn’t consider Trump culpable for the pandemic.)
Trump’s apparent economic efficacy put a floor beneath his approval and the GOP’s electoral performances during term one. And it made him a somewhat more credible anti-inflation candidate in 2024.
The whole “authoritarian nightmare” thing also mattered
Although the economic context is likely the biggest single driver of the GOP’s belated reckoning, it is not sufficient to explain it. The 2026 economy isn’t great. But it also isn’t a total disaster. America’s inflation rate is a bit under 4 percent; in November 2022, when Joe Biden suffered a much smaller midterm rebuke, it was over 7 percent. Our nation’s unemployment rate, meanwhile, sits at 4.2 percent; in November 2010, it was nearly 10 percent, yet the GOP won a smaller share of the national vote than Democrats apparently did Tuesday night.
To explain the scale of the GOP’s drubbing then, we can’t rely on material factors alone.
It is true that Trump has been an illiberal demagogue from the moment he launched his candidacy in 2015. And of course, he incited an insurrectionary riot on Capitol Hill in 2021 without squandering his political viability.
Nevertheless, the cruel and authoritarian character of Trump’s political project was more naked over the past two years than ever before. The first Trump administration did not tweet out white nationalist slogans from federal agency accounts on a regular basis. More critically, it did not ramp up interior immigration enforcement to the degree that the second Trump White House has.
The indiscriminate nature of ICE enforcement over the past two years alienated many Latino voters, who had warmed to Trump in 2024. A recent NBC News/Telemundo poll found that 65 percent of Latino voters disapproved of ICE, while nearly a quarter said they personally knew someone who was detained or deported over the past two years. On Tuesday night, Latino counties swung massively against Republicans.
It is still unclear whether the GOP will pay a lasting price for its Faustian bargain with Trump. In early 2016 — before he himself became a Trump toady — Lindsey Graham predicted that a Trump nomination would not only cost the Republicans the 2016 election but “destroy the party for decades to come.”
There is little chance that the GOP will be politically irrelevant for a generation. But precisely how it will wriggle out of the corner that Trump has led it into remains to be seen. The party plainly needs to distinguish its brand from the president’s. Yet its remaining elected officials are overwhelmingly from deeply pro-Trump jurisdictions. And unlike George W. Bush after 2008, Trump is unlikely to quietly abide his party disowning him.
Whatever the future brings, Republicans will not soon forget a loss of this magnitude. Tuesday’s results are unlikely to cure the GOP of its taste for illiberal demagogy. But the next GOP leader may hesitate before launching new trade (or actual) wars, winking at neo-Nazis, or letting federal agents execute American citizens.
The political costs of Trumpism were, in fact, exceptionally high. It just took 10 years for the bill to come due.
An aerial view shows a campaign billboard depicting Prime Minister Benjamin Netanyahu and President Donald Trump in Tel Aviv, Israel, on October 26, 2026, on the eve of the Israel's legislative elections. | Jack Guez/AFP via Getty Images
During an Election Day interview with Fox & Friends, Trump said of Israel, “We were giving them $4 billion but it’s cut off at the end of the year.”
When asked to explain this position, Trump said that Israel was a “very successful country” that didn’t need Americans’ money — and that the aid had become an “easy target” for “lunatics like [Democratic Michigan Senate candidate Abdul] El-Sayed” in the midterm elections. Trump also suggested that Israeli Prime Minister Benjamin Netanyahu agreed with this reasoning and supported a cessation of US aid to his country.
Of course, Trump says a lot of things. If all of his policy declarations could be taken at face value, then US soldiers would now be patrolling the streets of Gaza,while American hoteliers redeveloped its coastline.
All this said, Trump didn’t pluck his Election Day rant out of thin air. Rather, his remarks actually reflect a prominent strain of thinking among Israeli leaders and security experts. In their view, America’s cash may no longer be worth the political blowback that it invites.
Given this Israeli sentiment — and the souring of American public opinion toward Israel — the United States might very well draw down aid in the near future (although, probably not as soon as “the end of the year”).
The Israeli case against US aid to Israel
During a May interview with 60 Minutes, Netanyahu said he would like to “draw down to zero the American financial support, the financial component of the military cooperation that we have.”
Amit Halevi, a lawmaker in Israel’s parliament and member of Netanyahu’s party, spelled out the logic of his position last year. In a pamphlet outlining his vision for the US-Israel relationship, Halevi said US military aid “creates a false narrative of dependency, weakens Israel’s global standing and subjects it to political pressure.” Halevi met with the leadership of the Heritage Foundation — arguably, the GOP’s most influential think tank — in 2025, shortly after Heritage had released its own controversial call for the (very gradual) phasing out of US aid to Israel.
Many on the Israeli right believe that such aid compromises Israeli sovereignty. As the retired Israel Defense Forces general Amir Avivi told Breitbart in 2024, aid “puts on Israel lots of restrictions,” which prevent it from pursuing its security interests with a free hand. Similar concerns have been voiced by former Israeli Prime Minster Naftali Bennet and ex-Israeli ambassador to Israel Michael Oren.
Their argument boils down to two observations:
There are many forms of US support that Israel would struggle to do without — but financial aid is not one of them.
Direct financial aid provokes political blowback in a way that other, more essential forms of US assistance do not.
There is evidence for both these points. In 2025, Israel spent about 7.9 percent of its GDP on the IDF. To sustain its 2025 level of military funding — without American cash — Israel would need to dedicate 8.5 percent of GDP to its military. This might irritate Israel’s taxpayers. But it would scarcely threaten Israel’s ability to pursue whatever foreign policy it sees fit.
By contrast, Israel doesneed access to American military hardware. It has the money to fund its own military. But to adequately provision it, Israel must be allowed to purchase American-made fighter jets, among myriad other forms of martial technology. And the Israelis would also have a tough time doing without its broad military, diplomatic, and intelligence alliance with the United States.
That alliance has attracted some criticism on the American left and right this year — particularly, after the US partnered with Israel to launch a war against Iran.
But Israel’s American critics seem to have found the aid issue uniquely politically potent. Which makes sense: A voter doesn’t need to have any strong opinion about the Israel-Palestine conflict to oppose sending billions of dollars to a wealthy foreign country. Unlike proposals for an arms embargo or sanctions, cutting off aid speaks directly to Americans’ material interests; that money could be going to US citizens but is flowing to the Israeli military instead.
In his Senate race, Michigan Democrat Abdul El-Sayed has tried to tap into this isolationist sentiment, describing his plans for slashing aid to Israel — and increasing benefits for US citizens — as an “America First” agenda.
Meanwhile, in a controversial ad, an outside group supporting El-Sayed’s candidacy made this argument in blunter terms, portraying a couple forced to pare back their grocery list, in order to save enough money for “killing Palestinians.”
New @RebellionPac ad dropping in Michigan. We have to suffer here at home, so Israel can get all its wars. That’s why they buy politicians like Mike Rogers. He promised to serve Israel “unconditionally,” but never made that promise to you. pic.twitter.com/mtgVOyNczg
US aid to Israel is not actually responsible for Americans’ rising grocery bills (although, the war in Iran plausibly is). But the broader isolationist argument has wide resonance. In a recent survey from the Chicago Council on Global Affairs, a majority of Americans favored either reducing or ending aid to Israel. And whether or not Trump’s aid comments referred to a solid plan, his political aides swiftly used them to reclaim the “America First” banner from Democrats like El-Sayed.
Faced with these dynamics, it isn’t hard to see how an Israeli leader might think it best to beat a strategic retreat on financial aid.
A phase-out of US aid may be coming, whether Israel likes it or not
To be clear, Israel’s leadership is by no means united in favor of Trump’s impromptu proposal. Indeed, even those who support winding down US aid have insisted that this withdrawal of financial backing must be gradual. And Gadi Eisenkot, the man most likely to become Israel’s next prime minister, is a staunch advocate for indefinite US aid. On Tuesday, Eisenkot assailed Netanyahu for his purported agreement with Trump about winding down such assistance. Both Israeli leaders are currently trying to cobble together a parliamentary majority through alliances with small political parties, after each failed to win such a majority outright in Israel’s recent elections.
Still, it is quite plausible that Netanyahu genuinely told Trump that he was open to phasing out US aid, given the Israeli prime minister’s public remarks on that subject.
In any case, authority over US spending ultimately lies with the American people’s elected representatives, not Israeli officials. On the US left, right, and center, political winds are blowing against aid to Israel. With some of that country’s own leaders and admirers bowing to such gusts, the draw down of American aid to Israel might now be a matter of when, not if.
A great deal is at stake in next week’s midterm elections. The partisan makeup of the new Congress will shape future spending bills, congressional investigations, and judicial nominations, among other things.
And yet, the most consequential bill of the next 12 months — and the one that speaks most directly to voters’ concerns about the cost-of-living — might well pass before the new Congress is seated.
The Bipartisan American Affordability and Jobs Act of 2026 (BAAJA) could dramatically reshape America’s energy system. And the bill’s supporters plan to pass it during the House and Senate’s lame-duck session — the months between next week’s elections and the new Congress’s arrival.
That said, the legislation’s fundamental aim is simple: to make building all forms of energy infrastructure easier.
The BAAJA has united fossil fuel companies and green energy firms in its favor — while cleaving the climate movement in two.
Key takeaways
The Bipartisan American Affordability and Jobs Act would make it easier to build new power plants and transmission lines.
The bill benefits fossil fuel companies, but it would likely do even more to accelerate the growth of clean energy.
Environmentalists are divided over the bill, with critics warning that it would weaken important environmental protections.
The bill has one potentially serious flaw that Congress should fix. But with that change, it would be a win for the climate and consumers alike.
Some climate hawks contend that the legislation pares back vital environmental regulations, while clearing the way for new gas pipelines and power plants that will drive up America’s emissions. “This is not the permitting deal that we were promised,” Jeremy Symons, president of the Center for Energy and Environmental Analysis, told me, citing its “historic environmental protection rollbacks.”
Others insist that the bill is a net-win for decarbonization. In their account, permitting reforms will do more to facilitate a buildout of green energy than to lock in America’s dependence on fossil fuels.
“Fossil is the incumbent technology and fuel mix,” Jane Flegal, a senior fellow at the center-left Searchlight Institute, said. “A system that makes it easier for everyone to build should advantage the nonincumbent.”
I think Flegal’s side has this right. The Bipartisan American Affordability and Jobs Act will likely help renewables erode fossil fuels’ share of the electricity market. By itself, the legislation will not ensure a timely transition to a green electricity system. But it will get us a little further down that road, while also making energy more affordable for US consumers — which might well be the midterm electorate’s top priority.
This said, the current draft of the bill does contain one potentially major — and seemingly, accidental — flaw. Assuming Congress fixes that issue, climate hawks should join hands with Big Oil and push for the BAAJA’s imminent passage.
A carbon-free electric grid requires a lot of infrastructure
The climate case for permitting reform begins with a simple observation: If you want to decarbonize America’s energy grid, you need to build a metric fudge-ton of new infrastructure.
Today, low-carbon energy sources provide about 43 percent of our nation’s electricity. Thus, even if America embraced “degrowth” — and froze its electricity consumption at current levels — zeroing out the power sector’s carbon emissions would require constructing a gargantuan number of new wind, solar, battery storage, and geothermal (and/or nuclear) projects.
But of course, America is not actually going to freeze its use of electricity. And mainstream climate hawks don’t even want it to. After all, if every SUV owner replaces their gas guzzler with an EV, then demand for electricity will rise. And decarbonizing home heat or heavy industry will have the same effect. Indeed, to an extent, this basic process is already playing out.
“We’re seeing quite rapid demand growth,” Flegal said. “And that is not only — or even primarily — because of data centers. It’s because of broader structural trends toward electrifying our economy and onshoring manufacturing.”
Taking demand growth into account, a study from the National Renewable Energy Laboratory (NREL) estimated that getting to a carbon-free electric grid by 2035 would require generating roughly 2,000 gigawatts of wind and solar energy; today, we generate roughly 396 gigawatts.
The challenge appears even more formidable when measured in land. According to Princeton’s 2021 Net Zero America estimate, in a “high electrification” scenario, the US will need wind and solar developments that collectively span nearly 600,000 square kilometers of land — roughly the size of California and Washington state combined.
And even this may undersell the scale of the task. Achieving net zero does not only require constructing immense quantities of wind turbines and solar panels — complemented by battery storage and firm power sources like nuclear or geothermal — but also a vast network of new transmission lines.
America’s transmission infrastructure is already inadequate to our current electricity needs. But a carbon-free grid would demand far more high-voltage lines than today’s. This is because fossil fuel plants are more geographically flexible than renewable ones. Per unit of power generated, gas plants require a small fraction of the land that wind and solar do. And in regions with mature pipeline networks, gas plants can be located in a wide range of places. For these reasons, it’s not that difficult to site carbon power facilities near major population centers or existing transmission lines.
By contrast, wind and solar farms need to be located in areas with both favorable weather conditions and a great deal of affordable land. Such sites are often far from the urban areas where electricity is most needed. Therefore, to replace fossil fuels with renewable energy, America will need a lot more transmission lines. According to NREL, to achieve a 100 percent clean electric grid by 2035 would require building between 1,400 and 10,000 miles of high-capacity transmission lines annually; in 2024, America built just 888 miles.
Given all this, a permitting system that’s biased toward stasis is one that’s biased toward fossil fuels: The harder it is to build new power plants and transmission lines, the longer our electric grids will need to rely on carbon energy.
This world was built for fossil fuels
Alas, the current permitting regime does, in fact, make building power infrastructure really hard.
There are myriad regulatory obstacles to energy development at the state, local, and federal levels. But one major hurdle is the National Environmental Policy Act (NEPA), a law that requires federal agencies to study the ecological consequences of projects before authorizing their construction.
When first enacted, NEPA was not intended to dramatically impede infrastructure development. Indeed, the law does not actually hold proposed projects accountable to any particular environmental standard; it merely requires that a thorough study of the relevant ecological effects be carried out.
But litigators successfully turned NEPA into a tool for obstructing projects — one used by both sincere environmentalists and opportunistic NIMBYs. Such lawyers argued that if the government’s study of a development failed to account for some significant environmental impact, then its authorization was invalid and needed to be redone. When courts started accepting this argument, federal agencies began drafting more and more comprehensive environmental impact statements (EIS), in hopes of preempting legal challenges. In the early 1970s, an EIS could be as short as 10 pages; by the 2010s, the average statement had ballooned to 661.
A Stanford study published in 2023 examining 355 major infrastructure developments found that 28 percent of the projects requiring an EIS ended up facing litigation before construction. And the median NEPA lawsuit takes 19 months to resolve — despite the fact that, in the vast majority of cases, courts ultimately fail to identify any legal flaw requiring a new study, according to an analysis from the Breakthrough Institute. All this doesn’t merely slow projects down; by driving up expected costs, it also prevents many from being pursued in the first place.
A second obstacle to energy development is the exhaustive — yet somewhat anarchic — process for permitting interstate transmission lines. These lines must generally secure approval from authorities in every state whose borders they cross. The federal government already recognizes the impracticality of this arrangement when it comes to natural gas infrastructure: Uncle Sam has claimed the authority to site an interstate natural gas pipeline, in defiance of states’ wishes. But Washington lacks similar powers with respect to transmission projects.
High-voltage lines are further stymied by an absence of procedures for divvying up their costs. Over time, a single transmission project can lower electricity prices across several states. But precisely which jurisdictions will derive the most benefit isn’t always clear ahead of time. And this makes it hard for utilities to agree on how to allocate the lines’ upfront costs, which can nip the developments in the bud.
How the permitting reform bill addresses these problems
The Bipartisan American Affordability and Jobs Act tackles both of these barriers to energy deployment (along with many others).
To clear the way for new high-voltage lines, the bill empowers the Federal Energy Regulatory Commission (FERC) to overrule states that reject or obstruct new transmission projects. (Technically, FERC already has this authority in certain designated corridors. But current restrictions on this power are so binding that the agency has never actually sited a transmission line over state opposition in practice.)
As importantly, the legislation requires regional grid planners to adopt a common set of methods for estimating which jurisdictions will benefit most from a new transmission line (and thus, how much their respective utilities should chip in for it). This will hopefully foster greater consensus. But if it doesn’t, the bill opens up an alternative path to approval: Developers can go above the regional planners’ heads and ask the federal government to approve the line and impose a cost-allocation scheme.
Meanwhile, the legislation also constrains the reach of NEPA litigation. Under current law, after an environmental review is completed, plaintiffs can file lawsuits over that review’s purported flaws for up to six years. Under the BAAJA, they’d have only 150 days. Plaintiffs would also be required to demonstrate direct harm and show that they raised their objections during the review’s public comment process. Most consequentially, the law forbids judges from freezing projects solely because their environmental impact statements were inadequate. Instead, construction would be allowed to continue while federal agencies corrected their review’s deficiencies.
Cutting red tape is good for green energy
By reducing our permitting system’s bias toward the status quo, these reforms make the green transition a bit more possible. Renewables are rapidly growing more cost-competitive. And battery technology is steadily advancing. In a world where new energy infrastructure is relatively easy to build, green power has a good chance of dominating grids in the long run.
But there’s also cause for thinking that the BAAJA’s reforms will disproportionately benefit green projects in the near term.
With transmission, the case is simple: When you look at today’s interconnection queue — which is to say, the backlog of projects seeking connection to the grid — you see that wind, solar, and storage (an enabling technology for weather-dependent renewable power) account for nearly 85 percent of pending capacity. Building out transmission infrastructure should reduce such backlogs, primarily benefiting green technologies in the process.
And the NEPA reforms are likely to benefit renewables more than fossil fuels, even in the short run. To see why, consider the following:
As mentioned, solar and wind are extremely land-intensive. The former covers between 10 and 20 times as much ground as a typical gas plant (even when drilling needs are taken into account), in order to generate the same amount of energy; wind farms can require up to 200 times as much.
Many of the areas that are best-suited to renewable generation — those with abundant sunlight, wind, and open space — are in the western United States, where the federal government owns a large share of all undeveloped land.
If an energy project is built on federal land, it must go through the NEPA process.
For these reasons, carbon energy development probably isn’t as burdened by NEPA as the renewable kind. Gas and coal plants just don’t need as much land in general — and less federally owned western acreage in particular.
According to Daniel Palken, an energy expert at the philanthropy Arnold Ventures, NEPA’s suppressive impact on green development is well-illustrated by any map of wind and solar power in the US. (Disclosure: Vox has received a grant from Arnold Ventures. This story was not funded by that grant, and Vox has full discretion over the content of its reporting.)
“If you look at where the wind and solar congregates, it carefully builds in the negative spaces between where all the federal land is out west,” Palken told me. “Most of the West is de facto off-limits because they just don’t want to go through the process.”
“The NEPA provisions are described as Republican asks,” he added. “But it’s hard to avoid the conclusion that they asymmetrically aid renewables.”
More broadly, the notion that a lax permitting environment can enable a rapid expansion of green energy — and with it, a shift away from carbon power — isn’t just some distant hypothetical. Rather, that scenario has already played out in one of America’s most pro-oil states.
Texas has scant federal or state-owned lands and no NEPA-like environmental review process. “They’re the only state where you don’t need siting permission from either the state or localities to site a large energy project,” Palken said. “And they have had very forward-looking, long-range transmission planning policies.”
Thanks in part to this permitting environment, wind and solar power have flourished in the Lone Star State, rendering its electric grid far less carbon-intensive. In 2003, natural gas and coal generated 86 percent of the power on Texas’s main grid, while wind and solar supplied less than 1 percent. By 2025, renewables’ share had soared to nearly 38 percent, while fossil fuels’ had fallen to 54 percent.
The real problem with the BAAJA
To be sure, Texas is no climate hawk’s idea of utopia. Its permissive regulatory regime has enabled a remarkable green buildout. But by failing to regulate carbon pollution, that regime has also allowed a rise in Texas’s overall emissions, as gains in population, prosperity, and industrial investment have led to higher electricity consumption.
Given this, environmentalists reasonably deem permitting reform inadequate for achieving timely decarbonization.
“Clean energy will not win in the marketplace at the scale and speed needed unless fossil fuels are held accountable for their pollution,” Symons, of the Center for Energy and Environmental Analysis, told me. “Gas and clean energy are growing hand in hand.”
Such concerns animate environmentalists’ objections to the current bill. Two of their complaints warrant attention here — the first because it is widely held but unpersuasive, the second because it is compelling but easily addressed.
Environmentalists’ less convincing objection to the Bipartisan American Affordability and Jobs Act goes like this: Democrats have no good reason to accept the current legislation’s trade-offs. After all, the party will almost certainly have more power in the next Congress than it does in today’s. With control of the House — and perhaps also the Senate — Democrats would have more leverage in negotiations. And they could use this clout to secure permitting relief for green energy projects without throwing as many bones to Big Oil.
“A system where you’re allowed to build the most economic energy resources with fewer encumbrances, fewer delays, and fewer restrictions is, almost by definition, a more affordable system.”
Daniel Palken, energy expert
But there are a couple of problems with this reasoning. For one, permitting reform will still require President Donald Trump’s sign-off in 2027, even in Democrats’ rosiest midterm scenario. And it isn’t remotely clear that the White House will feel compelled to offer Democrats a more environmentally friendly permitting reform bill just because the party captured Congress (especially since the Democratic majorities will likely be inundating the administration with subpoenas and corruption investigations).
For another, however imperfect the legislation may be, it still creates a permitting environment that’s more favorable to green development than the status quo. If Congress passes permitting reform now, the green buildout will likely be further along by 2029 — or whenever Democrats next take full control of the government, at which point they can tweak permitting and environmental rules how they see fit.
The more compelling critique of the BAAJA concerns its “project certainty” provisions. Ironically, this part of the bill was actually a Democratic priority. And it was conceived as a response to the Trump administration’s capricious cancellation of renewable energy permits.
Essentially, the “project certainty” section would prohibit federal agencies from revoking or modifying previously issued permits — or “otherwise interfering with the construction or operation” of permitted projects, unless they uncover a violation of existing law.
But some environmental lawyers fear that the bill’s language is vague and broad enough to threaten the EPA’s future rulemaking authorities: If a Democratic administration tightened air pollution standards, that might “interfere with the construction or operation” of a permitted gas plant. Courts might therefore rule that such regulations are unlawful.
This is genuinely concerning. But it would also be easy for legislators to preempt this scenario with a few tweaks to the bill’s wording.
“I think there is a pretty narrow technical fix to be made that ensures the project certainty section is doing what the drafters wanted it to do,” Flegal said, “which was not to prevent future regulatory action but just to make it harder to rescind legally issued permits.”
When in doubt, err on the side of lowering energy costs
Assuming the “project certainty” details are ironed out, the BAAJA should be good for the climate. And it’s all-but guaranteed to be beneficial for consumers.
According to one analysis, the legislation’s transmission provisions alone would save US households well over $1.1 billion annually on their electric bills.
Further, even the bill’s most regrettable consequences from a climate perspective — such as its facilitation of new natural gas pipelines — would likely be positive for affordability. In particular, such infrastructure could help ease high home heating costs in colder, energy-scarce states like Maine — an issue that some Democratic candidates are explicitly running on.
“A system where you’re allowed to build the most economic energy resources with fewer encumbrances, fewer delays, and fewer restrictions is, almost by definition, a more affordable system,” Palken said.
Thus, to green America’s grid — and save Americans’ money — Congress needs to cut red tape. They should waste little time in doing so.
President Donald Trump points after addressing attendees on the first day of the 2026 Republican National Convention at the American Airlines Center on September 9, 2026 in Dallas. | Andrew Harnik/Getty Images
Wall Street is sending the public a dire warning: President Donald Trump has become a threat to the very foundation of American freedom — your frequent flier miles.
Okay, America’s big banks haven’t been using rhetoric quite that grandiose. But they are accusing Trump of imperiling Americans’ credit card rewards.
The feud between Wall Street and the White House centers on the Credit Card Competition Act (CCCA). Long stalled in Congress, that legislation aims to drive down the “swipe fees” that merchants pay to banks when customers use credit cards. In theory, if those fees fall, retailers might pass on some of the savings to consumers, in the form of lower prices.
Trump first endorsed the bill in January. But he’s ramped up his advocacy for it recently, amid a broader(belated) push to address voters’ affordability concerns ahead of November’s midterms. Last week, the White House urged Congress to “put Main Street over Wall Street” by enacting the law. On Monday, Trump praised Kansas Sen. Roger Marshall for “working tirelessly to pass the Credit Card Competition Act, in order to stop the out of control Swipe Fee ripoff!”
The financial industry is used to taking fire from Trump right before Election Day, then receiving favorable treatment from him thereafter. But in this case, Trump’s threat is not entirely idle. Large retailers are lobbying hard to get the Credit Card Competition Act passed during December’s lame-duck congressional session. Banks have responded by issuing a “code red,” in the words of the Wall Street Journal. In recent days, their lobbyists have warned policymakers that, if swipe fees fall, credit cardholders’ cash rewards and travel points will go down with them.
In truth, the consequences of the Credit Card Competition Act are uncertain. But if the banks’ big-picture story is right — and the law cuts both swipe fees and credit card rewards — that would probably benefit the average American.
Poor people pay for your travel points
To see why, we need to first examine how the credit card system currently works — and whom it does and doesn’t benefit.
Whenever you use a credit card to purchase a banana from Aldi, or volleyball from Dick’s, or an adult-sized Grape Fanta Can Halloween costume from Party City, the retailer must pay a fee to the bank that issued your card. The bank then uses that revenue to fund your rewards.
Critically, merchants don’t just eat the costs of swipe fees. Rather, they pass on part of the expense to consumers, in the form of higher prices. Some businesses concentrate these price hikes on card users (for example, barbershops often charge less if you pay with cash). But most retailers charge every customer the same price, regardless of their payment method.
For this reason, shoppers who pay with cash or debit effectively subsidize those who pay with cards: The former face higher prices than they would in a world without credit cards, yet they receive no “cash back” or travel points in recompense.
This arrangement seems unfair on its face. But it is especially troubling when one considers class disparities in the use of credit cards and receipt of rewards.
As a general rule, the higher a person’s income, the more they use credit cards. In 2024, US households who earned less than $25,000 a year put just 17 percent of their payments on credit cards; among households earning more than $150,000, that figure was 51 percent, according to Federal Reserve data.
What’s more, the rich are also more likely to qualify for premium cards that charge merchants exceptionally high fees, in order to fund extraordinarily lavish benefits.
As a result of all this, swipe fees effectively redistribute money from poor and working-class people to affluent and wealthy ones. According to a 2026 working paper from the National Bureau of Economic Research, the credit card system takes, on average, $88 a year from households with annual incomes below $150,000, while delivering an average yearly benefit of $390 to households with incomes above that threshold.
To be sure, this does not mean that lower-income Americans would be better off in a world where credit cards didn’t exist. Such cards serve a variety of valuable economic purposes, from helping households weather unexpected expenses and irregular incomes to facilitating online commerce. And maintaining a credit card system costs money: Banks need to finance the loans they extend, while payment networks must maintain vast computer systems to process transactions and detect fraud.
Yet America’s credit card system is needlessly expensive. Our nation’s merchants — and thus, consumers — pay far higher swipe fees than their counterparts in other rich countries.
To take one illustrative example: When an American buys $100 worth of groceries using a standard Visa card, the supermarket must pay the issuing bank a minimum of $1.23. Some disfavored stores must pay as much as $1.57 on such a purchase. If a customer uses a premium “Visa Infinite” card, meanwhile, the grocer’s fee can run as high as $2.07.
By contrast, in Canada, a grocery purchase worth $100 US dollars would incur a fee worth 95 cents if the customer used a standard Visa card.
In Australia and the European Union, meanwhile, government regulations would cap that fee at 30 cents (or .3 percent), no matter what kind of card was used.
Suffice to say, Australia and the EU manage to sustain functional credit card systems, despite charging merchants a tiny fraction of the swipe fees absorbed by US businesses. And although retailers have pocketed some of these savings, research suggests that fee caps have also lowered consumer prices.
This affordability gain does come at a cost; American cardholders do tend to reap higher rewards than Australian or European ones. But this is not a good trade from the standpoint of economic justice; few think it is fair to take money from the poor to give to the rich.
The Credit Card Competition Act might not work
All this said, whether the Credit Card Competition Act would actually yield those outcomes is uncertain. The bill does not directly regulate swipe fees. Instead, as the name suggests, it aims to give credit card companies greater competition.
Today, each time you buy an adult-size Grape Fanta Can Halloween costume with a Visa, Party City is required to process your purchase using Visa’s network. Which means it needs to pay whatever swipe fee Visa decrees. The store can protest an exorbitant rate by refusing to accept Visa cards. But this would send a large number of customers into the hands of Spirit Halloween. So its leverage is limited.
Under the CCCA, however, Party City would be able to accept Visa on a transaction — without necessarily using Visa to process the payment. Instead, the bank that issued the customer’s Visa would need to provide Party City with at least one alternative payment processor — a different network that has no relationship with Visa and which might offer lower fees.
The law’s authors hope — and the banking industry fears — that this mandatory competition will force down swipe fees. But it’s not clear how much of a difference the CCCA would actually make.
After all, under the law, banks would still get to choose the alternative payment network available to retailers when their customers pay with Visa (or Mastercard, or American Express, etc.). Party City would no longer need to pony up whatever Visa asks when a shopper pays with a Visa-Bank of America card. But if the store did decline to use Visa’s network, it would then need to partner with Bank of America’s hand-selected alternative. And since banks benefit from high swipe fees, BofA would have an incentive to pick an expensive backup option.
Nevertheless, the banks and retailers both seem to believe that the CCCA will sharply reduce swipe fees. If they’re right, then Congress shouldn’t vote down the bill, merely to protect affluent Americans’ travel points.
It doubtlessly feels nice to receive a free flight or hotel stay, as a reward for spending a lot of money on yourself. But the poor probably should not have to pay higher prices, just so the affluent can enjoy such satisfactions.
As the midterm campaign enters its home stretch, Americans’ expenses are rising — and the GOP’s prospects are consequently dimming.
Last month, consumer prices were 3.7 percent higher than they had been one year earlier, according to a Consumer Price Index report released on Wednesday. That represented an acceleration in the inflation rate, one driven largely by skyrocketing fuel prices: Gasoline was 9.1 percent more expensive in September than it had been in August. As a result, America’s average real wage has fallen by 44 cents since January.
In less than three weeks, Americans will head to the polls to decide which party controls Congress, along with a slew of state and local offices. As we count down to that momentous and potentially messy day, this newsletter is partnering with our colleague Astead Herndon and Vox’s The Midterms, Actually team for weekly editions on the biggest issues shaping the midterms. We’re breaking down one issue each week and suggesting further reading and races to watch in November.
Last week, we tackledthe data center backlash. And this week, we’re digging into affordability.
These upward trends in prices aren’t lost on voters. In a recent Pew Research survey, just 21 percent of Americans said economic conditions were “excellent” or “good” — while 65 percent said that Trump’s policies had made the economy worse.
The high cost of living is weighing on Republican candidates in all battleground races. Maine provides just one example of how potent the issue could prove on Election Day.
From one angle, the state’s Senate race might seem like a gimme for Democrats. Kamala Harris won Maine by nearly 7 points in 2024. Thus, in 2026 — when Democrats are poised to win in a national landslide — one might expect the party to easily triumph.
But Republican incumbent Susan Collins is an unusually formidable foe. The race has been a dead heat, with Democratic nominee Troy Jackson leading by just 2 points in a recent Suffolk University poll.
Fortunately for Jackson, Mainers’ energy bills are expected to soar in the campaign’s final weeks, plausibly increasing voters’ appetite for change in the process.
Maine is America’s second coldest state and unusually reliant on oil for home heat. As autumn advances, its residents will use more heating oil, thereby driving up both their personal bills and market prices. Thanks to the global energy crunch, a gallon of such fuel is already nearly twice as expensive as it was this time last year.
Jackson has been hitting Collins on the issue relentlessly. That could put a chill in Collins’s reelection odds — and thus, the GOP’s hopes of retaining Senate control.
➨ Other races to watch:
Similar dynamics are playing out in perennially icy Alaska, where Democratic Senate candidate Mary Peltola has hammered incumbent Republican Dan Sullivan for his complicity in sky-high diesel prices, which many Alaskans use for home heat.
In Ohio’s Senate race, Democrat Sherrod Brown has tried to pin rising electricity bills on Republican Sen. Jon Husted, due to his support for data center development.
And in Texas, Democratic Senate candidate James Talarico has attacked his Republican rival, state Attorney General Ken Paxton, for supporting “this disastrous war in Iran that’s driving up our costs.”
In other news
A brief ceasefire ends: Ukrainian drones attacked a Russian oil refinery early Thursday, days after Trump demanded both Russia and Ukraine halt such attacks.
Execution livestream canceled: Trump canceled a plan to livestream the execution of Fort Hood shooter Nidal Malik Hasan by firing squad.
On the podcast: A recent rash of violence between Saudi Arabia and Yemen’s Houthis threatens to destabilize the region — and make the Iran war much larger. Listen to the whole thing here.
One link for later
Rethink confidence. Research shows confidence is good for your job and good for your romantic prospects. Unsurprisingly, then, a whole industry has sprung up teaching people to be more confident. One writer signed up to work with a confidence coach for the first time, and ended up doubting that her self-doubt was all that bad.
Today’s trivia: What is the answer to the ultimate question of life, the universe, and everything in The Hitchhiker’s Guide to the Galaxy? (You can find this and other brain puzzles in Vox’s daily crossword. Look for the answer in tomorrow’s edition.)
Yesterday’s trivia: We asked which percussion instrument is famously played by Mississippi State University fans at home football games. That would be the cowbell.
Anthropic CEO Dario Amodei told the UN that if “managed poorly,” AI models “could be a risk to humanity as a whole.” | John Lamparski/Bloomberg via Getty Images
Silicon Valley has long warned that its favorite technology might get us all killed. But chatter about AI’s apocalyptic potential has grown louder in recent weeks.
In September, Anthropic researcher Jacob Coxon resigned from the company, accusing his former employer of “gambling with our lives” by developing evermore powerful models faster than it could control them. One of Coxon’s former colleagues vouched for this assessment, saying that there was a greater than 10 percent chance of AI “killing all humans” within the next decade.
Recent pronouncements from the leaders of these companies have been nearly as grim. At the United Nations last month, Anthropic CEO Dario Amodei warned that, if “managed poorly,” AI models “could be a risk to humanity as a whole.” OpenAI’s Sam Altman similarly declared that our species just might “lose control of the future” to the type of software that his firm is selling.
All this triggered a tsunami of media coverage and policy debate about the “existential risks” of AI — and what, if anything, we can do about them.
Key takeaways
Some critics argue that AI leaders’ warnings about existential risk are a PR strategy to attract investment, distract from present-day harms, and shape regulation in their favor.
But this theory doesn’t make a ton of sense.
The simpler explanation is that many AI executives, researchers, and defectors genuinely believe the technology poses catastrophic risks, based on real trends in AI’s growing power and autonomy.
Yet some of the AI industry’s biggest critics are more annoyed than afraid. As they see it, the world isn’t trembling on the precipice of robo-annihilation, so much as falling for the tricks of snake oil salesmen. This argument has been percolating for years, voiced by a broad set of observers, including the linguist Emily Bender (“It makes the product seem more powerful”), computer scientist Timnit Gebru (“It’s not just a distraction, but it’s harmful”), as well as Substack columnist Ed Zitron and various reporters and social mediainfluencers.
In their thinking, Altman and Amodei aren’t talking up their technology’s catastrophic potential because they’re rationally afraid of where AI is going — they’re doing so because their firms are ravenously hungry for more investment. And the reason why “AI doom” has grown more salient in recent weeks isn’t that the case for concern has gotten stronger, but rather that OpenAI and Anthropic’s IPOs have gotten closer.
In short, these Big Tech skeptics argue, journalists and politicians have fallen prey to a counterintuitive PR strategy, one that stokes media frenzies over ludicrous sci-fi scenarios in order to hype AI’s technological promise, distract attention from chatbots’ present-day harms, and help labs secure favorable regulatory treatment.
This would be reassuring, if true. Unfortunately, the theory is unpersuasive. There is little reason to believe that the panic over AI’s “existential risks” was cooked up in a Silicon Valley marketing department. To the contrary, the most plausible explanation for the AI sector’s doomsaying is also the most straightforward: Many of the industry’s executives, employees, and analysts genuinely believe that AI progress poses catastrophic risks.
In my conversations with close observers of the industry, even some of OpenAI and Anthropic’s fiercest detractors conceded that their leaders’ avowed concerns are unlikely to be mere marketing tactics. “The more I learn about the underlying ideologies out of which those two labs were formed, the more I think what we have here is a sincere belief,” the author and computer scientist Cal Newport told me.
This does not mean that Amodei and Altman are right, much less that we can trust in their judgment or integrity. There are manyreasons to doubt that the weather forecast for 2036 is “cloudy with a chance of robot apocalypse,” or that anyone can assign a “10 percent” probability to the latter outcome without pulling numbers out of thin air.
Nevertheless, Silicon Valley’s Cassandras have some logic and evidence on their side. AI models are growing both more capable, autonomous, and arguably unruly. If these trends continue unchecked, it’s not hard to see how they could yield very bad outcomes.
Given the stakes, we should not be comfortable dismissing their warnings on dubious grounds. And the “PR” theory of AI doom does precisely that.
How AI companies (supposedly) profit off fears of the robot apocalypse
Before examining why AI “doomerism” probably isn’t a PR stunt, it’s worth saying a bit more about why some believe that is.
According to Bender, Gebru, and others, AI companies benefit from talk of artificial intelligence’s existential risks in at least three ways.
First, it attracts investment. In the words of The Atlantic’s Matteo Wong, the doomer narrative implies that AI labs’ models are “destined to become terrifyingly capable,” and thus massively profitable. As the Los Angeles Times’s Brian Merchant put the point during the first big wave of AI panic in 2023, “what better way to generate a buzz than to insist, with a certain presumed credibility, that your new technology is so potent it might unravel the world as we know it?”
“If you position these threats as all-powerful, as somewhat unknowable, you get to be the expert on it.”
Kate Brennan, AI Now Institute
Second, hyping AI’s hypothetical future hazards diverts attention from the companies’ current malfeasance. Every minute we spend debating whether AI will one day turn us all into paper clips is a minute we aren’t discussing the AI labs’ alleged copyright violations, pollution, labor violations, and myriad other social harms.
And third, the doom narrative shifts regulatory scrutiny away from topics that directly threaten the AI companies’ profitability — such as copyright enforcement — while also suggesting that regulators must rely on the labs themselves for guidance.
“If you position these threats as all-powerful, as somewhat unknowable, you get to be the expert on it,” Kate Brennan of the AI Now Institute, a progressive think tank focused on artificial intelligence’s near-term harms, told me.
Critically, for the biggest skeptics of “AI doom,” industry executives and employees aren’t the only ones complicit in this PR strategy. Self-styled whistleblowers like Coxon are also suspect, since they might be “using the spotlight to attract funding to start a new venture or to secure new positions.” And even nonprofit AI safety organizations are thought to function as vessels for Big Tech’s marketing campaigns, a fact reflected by the financial and interpersonal ties between the major labs and such think tanks.
There are better ways to raise money than promising to end the world
The “PR” critique of AI doomerism has some kernels of truth. AI companies probably would prefer to talk about their technology’s hypothetical future dangers than about their products’ present-day harms. And if publicly touting AI’s existential risks were antithetical to Anthropic and OpenAI’s business goals, their leaders would almost certainly say less in public about that subject. (Disclosure: Vox Media is one of several publishers that have signed partnership agreements with OpenAI. Our reporting remains editorially independent.)
But it does not follow that Altman and Amodei’s warnings are a self-conscious marketing strategy, born of cynical calculation rather than genuine concern. And there are several reasons to doubt that charge.
For one thing, AI companies have no shortage of ways to hype up their technology’s capabilities. And it is hard to see how any firm could conclude that the optimal approach — from a purely financial standpoint — would be to portray itself as a threat to human survival.
For investors, the appeal of AI companies is not that they could hypothetically get us all enslaved by a machine God; it’s that they could theoretically make a lot of money.
Perhaps casting your chatbots as an “existential” risk will persuade some capitalists of your future profitability. But this seems like an awfully indirect pitch — and one that’s almost certain to be less effective than demonstrating that a lot of corporations would like to rent your software.
“If these guys were selling flypaper — and the revenue was growing as fast as it is — investors would be more or less just as interested,” Roy Bahat, the head of Bloomberg’s venture capital arm, told me.
And even if these firms were hellbent on awing the public with grandiose predictions of their technology’s future powers, they’d have little need to invoke the robot apocalypse. Touting AI’s potential to cure cancer, abolish poverty, or facilitate intergalactic travel would all seem to advance the same objective, while doing less to jeopardize the companies’ public reputations or freedom from intrusive regulation.
And in fact, many with a vested interest in the major AI labs’ success talk up the technology in precisely this way. OpenAI investor Marc Andreessen has decried AI safety concerns as a “full-blown moral panic” while insisting that artificial intelligence will empower humanity to cure all diseases and engage in “interstellar travel.” Similarly, Jensen Huang, the CEO of chipmaker Nvidia and major investor in both OpenAI and Anthropic, has called claims of AI’s catastrophic potential “complete nonsense.” If hyping AI doom is essential for stoking investment, not everyone in Silicon Valley has gotten the memo.
The media doesn’t seem that distracted
Promoting fears of AI’s existential risks would be a similarly odd approach to media management.
Without question, corporations always seek to direct news coverage away from their greatest legal and ethical liabilities. But companies can try to secure more favorable press in many different ways. And implicating themselves in the apocalypse does not seem like an optimal one, from a crisis communications point of view. At the very least, it’s difficult to name other industries that have attempted such a maneuver; atomic energy companies did not respond to media coverage of the Fukushima disaster by talking up the threat of nuclear winter.
What’s more, there’s reason to doubt that the AI doom discourse actually reduces scrutiny of AI’s immediate downsides in practice. It’s true that human attention is finite and that coverage of some problems will inevitably displace reporting on others. Yet when one story piques public interest in a person, institution, or industry, the media often responds by subjecting their broader behavior to heightened examination. In this way, warnings of AI’s existential risks might theoretically increase journalistic attention to the tech’s present-day harms.
And it’s not clear that AI doom discourse is any more effective at shielding the top labs from regulatory scrutiny. After all, the politicians who take existential risk arguments most seriously also tend to be among America’s strongest advocates for regulating AI’s impacts on labor, the environment, artists, and education.
AI safety researchers probably aren’t fronts for Anthropic’s marketing department
Finally, the “PR” theory has difficulty explaining why so many with no great stake in OpenAI and Anthropic’s success worry about existential risk. Coxon is one of many workers who quit jobs in the AI industry, forsaking lucrative equity in the process, out of concern for artificial intelligence’s catastrophic potential. Likewise, independent AI safety researchers are among those who’ve rung alarm bells in recent months.
Attempts to reconcile these facts with the “PR” narrative can verge on conspiracy theories. In an article for the Bulletin of the Atomic Scientists, Sara Goudarzi writes that “Coxon’s resignation is the latest in a string of recent events in which the companies emphasized how unpredictable, risky, and impressive an all-powerful AI might be,” in an apparent bid to drum up “pre-IPO hype.” This phrasing attributes Coxon’s departure to his employer — casting it as an example of how AI companies sought to make their products look impressive, as though Coxon were working at Anthropic’s behest when he accused it of monstrous irresponsibility.
The AI alarmists are likely sincere
Given all this, I think we should favor a simpler explanation for why some AI industry executives, defectors, and researchers all say artificial intelligence has existential risks: They believe that to be true.
Some may be reluctant to credit Amodei and Altman with such sincerity. After all, if they truly believed their work could lead to human annihilation, why would they keep carrying it out?
But as staunch AI doom critic Cal Newport told me, they have their reasons. “Their goal is to try to get to superintelligence first because, if done right, it will deliver a transhumanist utopia — and, if done wrong, will kill us all,” he said.
Even AI Now’s Brennan, who considers the labs’ doomerism a “self-serving strategy,” suggested that earnest (if grandiose) ideas about AI safety play a role in their behavior. “Their escalation and acceleration of this tech goes hand in hand with the belief of its all-knowing, God-like power,” she said.
In other words, the leaders of Anthropic and OpenAI seem to believe that:
The economic and geopolitical incentives to develop a superintelligent (and thus, super dangerous) AI are overwhelming, such that its eventual emergence is extremely likely, no matter what they do.
Are these beliefs unhinged and self-serving? Perhaps. Do they function as rationalizations for the pursuit of personal power? Quite possibly.
But whatever one makes of Amodei and Altman’s apocalyptic concerns, and how they have and have not acted on them, it’s important to understand that their worries almost certainly emerged out of reasoned argument and technical observation, rather than mere PR calculations.
Both leaders have deep ties to the Bay Area’s “rationalist” community, which has been fretting over the robot apocalypse since the first decade of this century. And like their dissident ex-employees and critics at think tanks, Altman and Amodei have witnessed some disconcerting trends in AI development.
I cannot do justice to “doomer” fears in my allotted pixels (you can find them ably summarized here, here, here, and in roughly 10 trillion other blog posts). But the fundamental concern is that AI models are growing more powerful and autonomous even as their workings remain highly opaque.
The labs know how to train these chatbots — to get them to translate prompts into useful code, legal briefs, or advice — but they don’t fully understand how the models get to the desired output. At the same time, AI systems are becoming increasingly capable, outstripping humans at more and more cognitive tasks. And users are giving them ever greater freedom to act in the world, empowering AI “agents” to browse the internet, access myriad software tools, execute code, and hatch their own plans for completing multistep tasks. If these trends continue, it’s not difficult to see how things could go badly: A supremely capable AI model might pursue an objective in unanticipated and disastrous ways before their human prompters even realize what is happening.
“What makes me particularly anxious is the combination of us handing over more power and oversight to the models, even as we understand why they’re doing what they’re doing less and less,” Nat Purser, director of US policy at the AI Verification and Evaluation Research Institute, said.
Recent events have arguably provided proof of concept for these anxieties. Earlier this year, OpenAI instructed a bunch of models to complete various coding and hacking tests. When the systems discovered that some questions were unanswerable, they concluded that the best way to realize their objectives was to hack OpenAI’s internal systems and open-source machine learning website Hugging Face. This incident — and others like it — helped fuel the past month of AI panic.
Of course, it takes a big leap to get from “unsupervised AI agents can misbehave in certain eccentric laboratory conditions” to “there’s a 10 percent chance that no human will be left alive by 2036.” My point here is not that the doomers are right, only that their fears partly reflect trends in AI development that appear genuinely hazardous.
Taken to its logical conclusion, the “it’s all PR” theory suggests that regulators should treat the AI’s hypothetical, long-term tail risks as an afterthought — if not an active distraction from its more important harms. To make the case for such a policy, however, skeptics must identify flaws in alarmists’ evidence and assumptions. Arguments that merely impugn their motivations on improbable grounds aren’t worth betting the species on.
On most fronts, President Donald Trump has shown little concern for reducing Americans’ cost of living ahead of November’s midterms.
Trump has refused to accept Iran’s ceasefire proposals, even as the conflict pushes fuel costs to new heights. And he’s declined to abandon his trade wars — with US adversaries and allies alike — even as tariffs nudge up Americans’ expenses.
Yet there is one area where Trump has recently tried to lower consumer prices in an economically coherent way, and it’s been a political disaster.
Key takeaways
• Trump relaxed tariffs on foreign beef, in hopes of lowering meat prices.
• But the policy is too narrow to make much difference for consumers, shaving just a couple cents off the price of ground beef, in the best-case scenario.
• Meanwhile, it antagonized cattle ranchers already hurting as a result of Trump’s trade conflicts and war with Iran.
• The controversy appears to be dragging down Republicans in farm states.
In late August, the president lowered tariffs on up to 661 million pounds of imported lean beef trimmings, a key ingredient in hamburger meat.
This policy directly addressed a genuine problem facing US consumers: Ground beef prices were roughly 8 percent higher last month than they had been one year earlier. And unlike many of the White House’s other ideas for increasing affordability, the meat imports proposal comported with conventional economic logic: If you reduce input costs for meat processors, they’ll be able to sell beef at lower prices.
By endorsing this reasoning, the Trump administration was implicitly rebuking its own theory of trade economics (which holds that tariffs increase costs for foreign companies, not American consumers). In doing so, Trump also put voters’ material interests — and economists’ conventional wisdom — above his ideological hangups.
And he’s paying dearly for it.
Instead of appeasing cash-strapped shoppers, the beef imports policy has mostly just aggravated (already aggrieved) agricultural firms. All across the farm belt, cattle ranchers are incensed by Trump aiding their foreign competition — after the president had already depressed their sales through tariffs and increased their costs via his Iran war and immigration policies.
Cowpokes aren’t alone in resenting the White House’s affronts to agricultural interests. In dark red states like Kansas and Iowa, Democratic candidates have become highly competitive, while Republicans are racing to distancethemselves from the president, in part by going after his beef plan directly.
Which raises the question: How and why did Trump’s plan for cheaper hamburgers go so wrong?
The answer partly concerns that measure’s particular flaws. But it also reflects broader problems with the administration’s governance, which now threaten to cost Republicans badly: A persistent failure to account for its policies’ economic consequences, a reliance on symbolic, last-minute fixes instead of far-sighted planning, and inattention to the material concerns of voters — even those as deeply conservative as cattle ranchers.
Trump’s cheap beef policy is small potatoes
As a political matter, the fundamental flaw with Trump’s beef import policy is simple: Its benefits to individual consumers are minuscule while its costs to certain cattle ranchers are substantial.
Trump’s tariff exemption has a tiny impact on consumer prices for two reasons. First, it just doesn’t affect that much meat. Although 661 million pounds may sound like a lot, that adds up to only about 6.8 percent of America’s annual ground beef supply. And most of these imports go to restaurants and fast-food joints, since grocers tend to prefer fresh, domestic ground beef.
Second, only a small fraction of beef importers’ savings is likely to pass through to consumers. When a meat processor sees the costs of imported beef fall, it will generally try to pocket as much of its savings as it can, perhaps passing a small chunk along to the distributors it contracts with.
The distributors will then try to retain as much of that small chunk as they can before passing a slimmer fraction of the initial savings along to retailers or restaurants, who will then try to do much the same before selling to customers. In this way, past USDA research has suggested that only about 19 percent of any decline in wholesale beef prices reaches consumers.
Combine this reality with the narrow scale of Trump’s tariff relief, and the consumer benefit becomes microscopic. According to the Purdue University economists Ken Foster and Bernhard Dalheimer, Trump’s policy will reduce wholesale ground beef prices by at most 1.41 percent. If only 19 percent of that decline passes through to consumers, as the USDA’s research suggests, then shoppers will pay just 0.27 percent less for ground beef. In other words, in the best-case scenario, Trump’s policy would knock about two cents off the price of a pound of hamburger meat.
For context, that price has risen by $1.32 cents — or 23 percent — since Trump took office.
Why cattle country is beefing with the White House
Looking at these numbers, one might ask: So what are these ranchers complaining about? If Trump’s policy only lets in enough cheap foreign beef to cut prices by a couple cents, how much could it really hurt domestic cattle producers?
It is true that the president’s tariff relief has not condemned cattle ranchers to penury. But it does hurt farmers more than it helps individual consumers for two reasons.
First, the impact is highly concentrated on certain cattle operations. The new imports soften demand for domestic cull cows — breeding females who’ve gotten old enough to be worth more dead than alive — because their meat tends to be low-fat. No ranch specializes in producing such cattle. But ranchers who happen to have older herds at the moment are more reliant on cull cow sales.
Second, from the perspective of all ranchers, Trump’s policy sets a disconcerting precedent. To build a herd, ranchers must hold back young female cows today — passing up immediate earnings from selling their meat — so as to breed more future cattle, which won’t come to market for years.
In effect, this means that ranchers must perennially sink money into bets on the trajectory of future beef prices. If there happens to be a hamburger glut when today’s calves become ripe for slaughter, then their investments could produce a shabby return. But this downside risk is typically offset by the potential for outsize gains: If beef prices soar three years from now, ranchers who rebuild their herds today will reap large profits.
Yet Trump policy threatens this upside: If the government makes a habit of letting in cheap foreign beef every time hamburger prices spike, then it will effectively lower the ceiling on domestic ranchers’ future profits.
As Iowa Sen. Chuck Grassley, Kansas Sen. Jerry Moran, and dozens of other farm-state members of Congress put the point in a letter to Trump, “Cattle markets are cyclical, and ranchers use the upswings to prepare for the inevitable downturn.” The lawmakers therefore urge Trump to abandon any “intervention in the natural system” that might depress those upswings, so as not to “undermine the long-term viability of family-owned cattle operations throughout the supply chain.”
Trump’s unintentional war on agriculture
For these reasons, Trump’s beef tariff exemption was inevitably going to attract more complaints from ranchers than applause for consumers. What’s made it especially politically toxic, however, is the broader policy context it emerged from.
Meanwhile, ranchers may have been a bit less apoplectic about heightened foreign competition if Trump hadn’t already been squeezing them with his broader agenda.
Thanks largely to the president’s trade war with China, American beef exports fell 12 percent in 2025, as Beijing erected retaliatory barriers to US meat. This year, Trump’s trade war with Canada has further cut American farmers’ sales.
And while their foreign markets have been shrinking, US agricultural firms’ expenses have been skyrocketing due to the Iran War.
Farmers in general — and ranchers in particular — rely heavily on diesel fuel to power tractors, trucks, trailers, and myriad other agricultural machines. Thus, as the Iran War has throttled the global energy supply and triggered a record-breaking surge in diesel prices, US farmers have been hammered.
In July 2026, American farms were paying 22 percent more for fuel than when Trump took office. Over the same period, fertilizer costs have risen by 8 percent, due to the Iran War’s impact on natural gas prices.
If this weren’t enough cause for farmbelt consternation, Trump’s immigration enforcement surge has provided an additional source of pain. Ranchers, like other farmers, rely heavily on the labor of immigrants, some of whom are undocumented. For this reason, US agricultural businesses have been wary of Trump’s approach to interior enforcement, despite their deeply conservative bent.
Bizarrely, even as the administration has tried to placate rancher anger in recent weeks, it also launched a series of ICE raids targeted at beef-producing areas. These actions have triggered “work force disruptions” at feed yards and dairies — as immigrant workers were intimidated into staying home — according to a joint statement from the Cattlemen Associations for Texas, Oklahoma, and Kansas. The groups allege that thousands of cattle shipments have been delayed as a result, saddling producers with millions in lost revenue and unexpected costs.
Ironically, by engineering these ICE-induced disruptions, the White House also plausibly raised beef prices for consumers, undermining its own politically costly push for hamburger affordability.
Republicans are losing ground in the countryside
The political fallout from Trump’s beef policies — and broader affronts to agricultural interests — has been profound.
Trump won Kansas in 2024 by more than 16 points. Yet Democratic minister Adam Hamilton is polling just 1.5 points behind sitting Republican Sen. Roger Marshall, according to a RealClearPolitics polling average.
By itself, this could be chalked up to some peculiar, race-specific factor. But in Iowa, a farm belt state that went for Trump by 13 points in 2024, Democrats are also mounting improbably competitive campaigns. Democratic state representative Josh Turek leads Republican Rep. Ashley Hinson (who is publicly concerned about the beef issue) by half a point in polls of Iowa’s Senate race, while Democratic state lawmaker Lindsay James narrowly leads the House race in Iowa’s Second District, which Trump won by 10 points in 2024.
Meanwhile, in heavily agricultural Nebraska — where Trump beat Kamala Harris by more than 20 points — Democrat-aligned independent Senate candidate Dan Osborn is attacking Trump’s beef imports policy and running neck-and-neck with incumbent Republican Sen. Pete Ricketts. And in the Cornhusker State’s First District, which backed Trump by 13 points two years ago, Democrat Chris Backenmeyer is polling about two points behind the Republican incumbent Mike Flood.
Critically, Democrats’ gains in these jurisdictions don’t merely reflect the nationwide backlash against Trump and his party. The Democratic Party margin over Republicans in the national generic ballot is now about 9 points — a 10.5-point improvement over Harris’s showing in 2024. In the Iowa, Kansas, and Nebraska Senate races, Democrats are outperforming Harris’s showing by 13 points or more.
Now, it’s conceivable that Democrats’ apparent strength in the farm belt could reflect some kind of systematic polling error. For example, if pollsters were undersampling less-educated rural white voters, then that might inflate Democratic candidates’ numbers more in agricultural states than in the country as a whole.
But Republicans in the farm belt seem to think the rural backlash is real — and driven, at least partly, by Trump’s unintentional assaults on the agricultural sector.
A little bit of free trade goes a short way
Ultimately, the lesson of Trump’s ground beef fiasco isn’t that the president should have just ignored voters’ demands for cheaper meat — or economists’ warnings about tariffs’ negative impacts on affordability.
Had Trump prioritized low prices — and heeded basic economics — from day one, ranchers might still have ended up bitter about facing heightened foreign competition. But in a world without Trump’s trade conflicts or Iran War, such cattle producers would enjoy lower costs and larger foreign markets — and might therefore be more willing to take higher beef imports in stride.
Meanwhile, if the prices of fuel and consumer goods were broadly lower, shoppers might be more appreciative of Trump’s economic governance. To be sure, even in that scenario, Americans probably wouldn’t notice the impact of loosening constraints on foreign lean beef trimmings. But if the administration were replicating such affordability measures across all policy fronts, the consequent savings could eventually add up to something large enough to attract voters’ notice and approval.
In our world, however, Trump’s half-hearted embrace of ground-beef globalism was too little, too late. And in November, his party’s farm-belt candidates might pay the price.
Flock provides police departments with networks of surveillance cameras — primarily, automatic license plate readers that photograph each vehicle that passes them. | NurPhoto via Getty Images
To no small extent, Americans have grown accustomed to being watched.
For more than a decade, CCTV cameras have recorded a hefty portion of many people’s public movements, while ubiquitous smartphones have made us all perpetually vulnerable to unsolicited documentation (if not, social media notoriety).
Until recently, however, technical limitations constrained the reach of government surveillance (at least, in the physical realm). Police may have been swimming in CCTV footage. But using such videos to track any given person’s movements was an extremely time-intensive endeavor. To do so, an officer would need to sift through hours of footage captured on many different cameras.
Yet AI is now making it possible for the government to trace ordinary citizens’ movements with unprecedented ease and precision. Or at least, this is what the security firm Flock Safety has effectively promised — and the company’s critics have loudly warned.
Key takeaways
Automatic license plate readers appear to have real but modest public safety benefits.
Cops have used the cameras to illegitimately track the movements of their exes, and critics.
But there is a long list of regulations that could make it much harder — and riskier — for police to abuse Flock cameras. And few places have actually implemented them.
Flock provides police departments with networks of surveillance cameras — primarily, automatic license plate readers (ALPRs) that photograph each vehicle that passes them.
The firm’s main selling point is also its chief political liability: Its ALPRs log not only license plate numbers, but also generate textual descriptions of all vehicles they detect and store this information in a nationally integrated, searchable database. This makes it technically feasible for police to monitor the travels of most any driver with a few keystrokes.
Alas, some cops cannot be trusted with that power. In August, the Washington Post reported that at least 50 law enforcement officers had been charged or accused of using license-plate readers for illegitimate purposes, often to stalk their exes or romantic interests. Even more alarmingly, some police departments appear to have used ALPR data to surveil their own critics and protesters.
The anti-ALPR movement is responding to real problems with how that technology has been deployed. And yet, according to Flock and many police departments, these cameras are also helping to nab car thieves and locate missing persons.
All this raises the questions: Do ALPRs really have significant public safety benefits? And if so, is there a way to have our license plate surveillance and civil liberties too?
To find out, I reviewed the latest academic research, dug through the worst horror stories in the news, and reached out to criminologists about the risks and rewards of ALPRs. Although the available evidence is limited, the technology appears to have modest — but genuine — crime-fighting benefits. And while the ALPR databases have been badly misused, this is in part because the tech has gone largely unregulated. With stringent safeguards, there may be a way to make it much harder for creeps and authoritarians to monitor law-abiding citizens’ comings and goings without forfeiting a useful law-enforcement tool.
The case for ALPRs
On a late summer day in Chamblee, Georgia, Leslie Barrera was pushing her 1-year-old son Mateo in a stroller when a car pulled up next to her. A man sprung out of the vehicle, pointed a gun at Barrera, and tried to grab the baby from his carriage. But he’d chosen his victim poorly: Barrera charged him, wrested away his gun, and tried to shoot the kidnapper, only for the firearm to jam. A woman (oddly, disguised as a man) then emerged from the car and snatched the child. The baby-nabbers proceeded to pile back into their vehicle and speed away.
With the aid of surveillance cameras, police quickly identified the car as a maroon Acura SUV. Unfortunately, the abductors had swapped out its valid license plate with a paper dealer tag. Decades earlier, that might have delayed, if not thwarted, the recovery effort. But this was 2020 — and Chamblee police had access to a Flock ALPR system. By searching through its database of vehicle photos, the cops discovered a shot of the same Acura with its registered metal license plate from days earlier. The plate led them to the suspect’s name and address — and thus, within just five hours of his abduction — to Mateo.
Flock has a lot of stories like this. The company boasts that their cameras “supported more than 1 million criminal investigations” and helped locate “more than 10,000 missing persons” last year.
“Every single day, law enforcement across this country is using FLOCK technology to solve crime and find missing people faster,” Paris Lewbel, a spokesperson for Flock, told me.
The limited evidence suggests that Flock’s claims about its cameras’ public safety benefits are overhyped.
But Flock’s colorful anecdotes and raw tallies tell us only so much. A Flock camera can be used in an investigation without making a decisive difference in its outcome. Without ALPR photos, Chamblee police may still have been able to tie the maroon Acura to Mateo’s kidnappers.
To gauge Flock’s actual impact on public safety, we need (at a minimum) some quasi-experiments: When jurisdictions deploy advanced ALPR systems, do they see lower crime or higher clearance rates — both compared to their own past record and to simultaneous trends in Flock-less places?
There has been remarkably little research into these questions. But a recent study from the University of South Carolina’s Ian Adams and Scott Mourtgos sheds some light into them.
Drawing on Flock’s installation records, the criminologists identified the month that 216 law enforcement agencies activated their first camera. They found that during the first year after Flock deployment, these areas saw an 11 percent decline in motor vehicle theft, relative to similar places that remained un-Flocked. Jurisdictions that put up the ALPRs also saw the success rate of their car theft investigations rise by 16 percent.
These findings should be taken with a few grains of salt. For one thing, police departments will be more likely to invest in an ALPR system if they’ve got a serious stolen vehicle problem. And if car thefts in an area spike, they are liable to regress back toward historically typical levels, no matter what the local police department does.
What’s more, agencies will often install ALPRs as part of broader anti-vehicle theft efforts, which may include deploying more officers to high-crime areas, among other things. Adams and Mourtgos’s data suggests that such simultaneous actions may be responsible for a portion of their results: Although Flock adopters solved stolen car cases at a higher rate after putting up the cameras, this rise tended to begin before the ALPRs were installed.
Nevertheless, the working paper indicates that Flock cameras do make some difference. “We’re not talking huge numbers here,” Mourtgos told me, “but it’s not nothing either.”
And there is reason to think that ALPRs have greater potential to deter and solve crimes than existing results suggest, as police departments may be deploying them in suboptimal ways.
Consider a 2025 study of Atlantic City’s ALPR rollout. On paper, the municipality was an ideal candidate for the technology: As a barrier island, Atlantic City has only eight access points, so an ALPR network could easily capture every car entering and exiting the city.
As one would hope, the research found that car theft declined after the cameras were erected, although the authors could not rule out other explanations. Perhaps more significantly, however, they discovered that the cameras produced vastly more leads than the department was capable of logging or investigating. Between November 2022 and November 2024, the city’s ALPRs issued 12,384 stolen vehicle alerts, virtually all of which went unnoticed or ignored by department personnel; over the studied period, the ALPR system prompted only 72 vehicle stops, of which just 52 concerned stolen cars.
“In an ideal world, someone would be monitoring the alerts in real time and dispatching an officer, who would successfully make a traffic stop,” the paper’s co-author, Rowan University criminologist John Shjarback, told me. “But yeah, that kind of rarely happened.”
Shjarback concludes that the department lacked enough patrol officers to respond to a significant portion of alerts, while its civilian surveillance center monitors appeared to simply miss a large proportion of serious hits. “They have a lot to do in that real-time crime center,” Shjarback said. “There’s a relatively high amount of crime and gun violence and whatnot in Atlantic City. One or two retired officers on duty just weren’t enough to do the live monitoring.”
Similar operational flaws and resource constraints may have limited the efficacy of Flock systems in at least some of the areas analyzed by Adams and Mourtgos. Indeed, Mourtgos noted that many departments in his study lacked enough ALPRs to cover most significant thoroughfares. “Even in jurisdictions that are at the higher end on cameras, you’re still covering an extremely small minority of these roadway structures,” Mourtgos said. “So, that’s probably another reason why we see only modest effects.”
Taken together, the limited evidence suggests that Flock’s claims about its cameras’ public safety benefits are overhyped; its ALPR networks do not appear to be the “single greatest change” in policing tech “since DNA,” as the company touts on its website. But, as common sense might suggest, automatically logging all license plates on major highways and intersections seems to make it at least a bit harder to get away with stealing cars (and perhaps, babies).
Mass surveillance has its downsides
Of course, the fact that ALPRs offer some benefits to public safety does not mean that they’re necessarily worthwhile. Sewing a GPS chip into every American’s forearm would surely make crimes easier to solve and less tempting to commit. But most would regard such trackers as dystopian infringements on privacy and invitations to authoritarian control.
And Flock’s ALPRS are much the same, in the view of their staunchest critics.
The “DeFlock” movement’s fundamental argument is that the cameras give police departments more information than they can be trusted with. One danger is that wayward cops can exploit the data to stalk their exes. The more profound threat, however, is that police agencies will use ALPR systems to deter or punish lawful dissent.
And that hazard is not entirely hypothetical. After a writer named Canyen Ashworth published an op-ed criticizing local police in Lenexa, Kansas, that town’s police began tracking his movements with its ALPRs (apparently, because Ashworth’s column led the police chief to conclude, incorrectly, that he must have been the dastardly perp behind a recent spree of…unpermitted poster-hanging incidents).
More broadly, a 2025 investigation from the Electronic Frontier Foundation (EFF) found that more than 50 federal, state, and local agencies had run hundreds of searches related to protests or activist groups through Flock’s ALPR system. It’s not clear how many of these queries were motivated by an illiberal desire to monitor dissenters. In theory, a police officer could search for, say, “red sedan at No Kings protest” because a car of that description tried to run over protesters or committed some other criminal offense in the demonstration’s vicinity. And some of the searches tallied by EFF appear to fall into that category. But many others had no discernible purpose beyond the surveillance of activists.
We need to watch the watchmen
All this is unquestionably alarming. And if widespread misuse of ALPR networks were inevitable, then their costs to civil liberties would likely outweigh their modest (and as yet, not wholly certain) benefits for public safety.
But this probably isn’t the case. Rather, governments can likely limit ALPR’s downsides — while preserving their utility to law enforcement — by more stringently regulating the technology.
“In something like half of the states, there is no regulation. Virtually none, in our view, have adequate regulation.”
Barry Friedman, founding director of NYU School of Law’s Policing Project
Until recently, legislatures had placed scant guardrails on ALPRs. As the Congressional Research Service noted in 2024, there is “no specific federal legislative framework” governing law enforcement’s use of such cameras. And most states have no comprehensive ALPR regulations. Thus, if we’re failing to prevent police departments from misusing these cameras, it may be because most state and local governments haven’t actually tried.
“In something like half of the states, there is no regulation,” Barry Friedman, the founding director of NYU School of Law’s Policing Project, told me. “Virtually none, in our view, have adequate regulation. The police decided to do this on their own. Them and their vendors made the decision and didn’t disclose what was happening.”
Fortunately, there is a long list of ways for policymakers to constrain abuse of ALPR data. To name just a few, governments could:
Require police departments to delete logged location records after three weeks (or less), unless they are connected to a specific investigation (thereby leaving would-be stalkers and tyrants with less surveillance data to sift through).
Permit ALPR searches for only an enumerated set of law enforcement purposes, such as tracking stolen vehicles or suspected violent offenders.
Create an audit trail for every query documenting who searched for what, when, and under what justification.
Mandate the use of software that automatically flags suspicious queries — such as someone searching for the same license plate over and over, without attaching an actual case number — and that temporarily locks out users who appear to be misusing the database. (Flock currently offers software with similar features, but most police departments with ALPRs are not legally required to adopt such systems.)
Expressly forbid the use of the ALPR system for tracking people on the basis of protected speech.
Punish intentional, unauthorized searches of the database with jail time.
To be sure, for some, even heavily regulated ALPR systems will entail intolerable costs to privacy and unacceptable risks of authoritarian misuse. The American Civil Liberties Union (ACLU) supports efforts to regulate license plate readers, but only as a second-best alternative to banning the technology outright.
“No guardrails can completely address the chilling effect of mass surveillance,” Chad Marlow, senior policy counsel at the ACLU, said. “When people know that they are being surveilled all the time, they may not intellectually dig into the, ‘Well, what exactly is happening with this data? What’s it being collected for? How long is it being stored?’ The average person isn’t going to go through all those steps.”
Rather, Marlow argues, many will simply see cameras and fear that they’re being watched — and fearful of those doing the watching.
“Someone who is an alcoholic and wants to go to an AA meeting — but doesn’t want the public or any of their insurance companies or the government knowing they’re an alcoholic — and knows there’s a camera outside of the church that hosts the meeting may just say, ‘You know what? It’s really important for me to keep this struggle private. And so I can’t go to that AA meeting,’” he said.
These are legitimate concerns, although there is little hard evidence that license-plate readers have a chilling effect on protests or personal behavior. And given how much sensitive information people publicly share on social media — or willingly generate, through their internet activity — there’s some reason to doubt that many will refrain from lawful activity, merely because they spotted an ALPR by the side of the road. In fact, license plate readers have actually been in wide use for more than a decade and, until recently, few seemed to register their existence, much less, reorganize their lives around avoiding the cameras’ gaze.
Still, reasonable people can disagree about how to weigh ALPRs’ trade-offs. My point here is merely that governments may be able to secure modest but meaningful public safety benefits from the cameras — while greatly reducing their misuse — by giving regulation a chance. Using the ALPRs of 2026 probably doesn’t require accepting the authoritarian nightmares of 1984.