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Setting the Record Straight

Overview

For years, Arizona's energy future has been shaped by two commissioners who repeatedly sided with utility executives, ESG agendas, and "net zero" resource plans, regardless of the impact on ratepayers. Kevin Thompson and Nick Myers have a long, well-documented record of enabling Arizona's slide into a California-style energy crisis.

This article outlines, in chronological order, the key decisions, missteps, and failures that define their time at the Arizona Corporation Commission (ACC), with direct links to source material.

2018: Out-of-state billionaire pushes renewable mandate initiative

Even before joining the Commission, both Thompson and Myers aligned themselves with the political faction supporting aggressive renewable mandates disproportionately benefiting large utilities and ESG investors.

Source: Out of State Billionaire Pushing Renewable Mandate Initiative in Arizona

2020: APS partners with Tom Steyer on a Green New Deal framework

Arizona Public Service (APS) voluntarily committed to a 100% carbon-free mandate by 2050, a move loudly praised by progressive activists and the Sierra Club.

Sources:

2020–2021: ACC Green New Deal proposals advance

Instead of defending ratepayers, the Commission repeatedly entertained proposals to hard-code renewable mandates into law, despite voters rejecting Prop 127 in 2018.

Sources:

Thompson and Myers positioned themselves as "free marketeers," but their actions consistently facilitated these mandates by refusing to challenge utility-crafted IRPs (Integrated Resource Plans).

February 2026: Marshall and Heap Advance HB2918 to End Taxpayer Subsidies for New Utility-Scale Wind and Solar Projects

Sponsored by Representative David Marshall and co-sponsored by Representative Ralph Heap, HB 2918 passed the House Natural Resources, Energy and Water Committee on a party-line vote to eliminate special property tax breaks for new large-scale renewable energy projects, saving Arizona taxpayers an estimated $179 million annually in foregone revenues while grandfathering existing projects to protect current ratepayers from any unfair increases.

Download Press Release

House Committee Advances HB2331: Marshall and Heap Bill Requires 85% Reliable Energy Standard to Protect Arizona Ratepayers

Sponsored by Representative David Marshall and Representative Ralph Heap, HB 2331 passed the House Natural Resources, Energy and Water Committee to mandate that electric utilities ensure at least 85% of their generating capacity comes from reliable, dispatchable sources by 2030, prioritizing dependable power from domestic fuels like natural gas and nuclear while limiting reliance on intermittent renewables to keep electricity affordable and grid-stable for Arizona families.

Download Press Release

March 2026: Federal "Big Beautiful Bill" Cuts Solar/Wind Subsidies: Validating the Marshall/Heap Approach

While Marshall and Heap were advancing state-level reforms to end renewable subsidies and require reliable energy (HB2918, HB2331), Congress did the same at the federal level. The "Big Beautiful Bill" budget package significantly cut the IRA's solar and wind subsidies, and the results are already proving that energy freedom works.

What happened in Washington: A handful of energy-freedom advocates in the House and Senate fought to limit subsidy eligibility instead of allowing a long "phase-out" that would have funded new solar and wind projects well into the 2030s and 2040s. In the House, Reps. Chip Roy, Ralph Norman, Josh Brecheen, and Andrew Clyde withheld support on the Budget Committee and forced negotiations that limited subsidies to projects "placed in service" (operational) by 2028. They were later joined by Rep. Scott Perry and Sens. Mike Lee, Rick Scott, and Ron Johnson. A last-minute Senate change allowed projects "in construction" by July 4, 2026, a four-year window to reach "placed in service", but the core win held: starting July 5, 2026, virtually no new subsidy-collecting solar/wind projects can be initiated under the old rules.

Why it matters for Arizona:

  • Subsidies didn't lower prices, they helped raise them. Solar and wind subsidies have contributed to electricity price increases by forcing the premature shutdown of reliable power plants. Cutting subsidies was necessary to stop prices from rising further.
  • The market is already responding. After the Big Beautiful Bill passed, investors saw that building reliable power would soon become much more profitable. The U.S. nearly tripled its gas-fired capacity in development in 2025, reaching 252 GW. Developers plan to add 18.7 GW of combined-cycle natural gas capacity by 2028. Major utilities are announcing record capital plans for reliable generation.
  • AI data centers need power 24/7. The subsidy cuts arrived in time to redirect investment toward the reliable generation that America's growing digital economy, and Arizona's, urgently needs.

The lesson: Any energy source that is genuinely cost-effective will thrive without subsidies. The path to affordable, reliable electricity isn't subsidies for preferred energy sources, it's the freedom to produce and invest in what actually works. A year ago, NERC was warning that more than half the country faced electricity shortfalls. Today, the market is responding to restored price signals by building reliable power at a pace we haven't seen in decades.

Marshall and Heap's state-level push to end renewable subsidies (HB2918) and require 85% reliable capacity (HB2331) is the same philosophy: stop paying for an inferior product, and let capital flow to power that runs when you need it. The politicians who cut solar and wind subsidies didn't just save taxpayers hundreds of billions of dollars, they saved the grid. Arizona deserves commissioners who will do the same.

Source: https://alexepstein.substack.com/p/politicians-who-cut-solar-and-wind

Chronological Summary of Thompson & Myers' Failures
  1. They approved the utility-created IRPs that locked in net-zero procurement.
  2. They allowed coal shutdowns despite federal orders to keep them open.
  3. They presided over utility rate hikes approaching 30% in three years.
  4. They allowed 93% of new generation to be renewable instead of natural gas or coal.
  5. They repeatedly refused to require independent cost analyses.
  6. They allowed utilities to earn ESG bonuses tied to net-zero benchmarks.
  7. Their late attempts to repeal REST rules came only after the damage was done.
The Bottom Line

Kevin Thompson and Nick Myers helped deliver:

  • Higher energy bills
  • A fragile energy grid
  • California-style blackouts
  • Billions in unnecessary renewable spending
  • The abandonment of coal
  • The entrenchment of ESG policies inside Arizona utilities

Arizona cannot afford another decade of Commissioners who vote with the utilities instead of the public.

The path forward requires Commissioners willing to partner with the Trump Administration, push back against utility green mandates, and insist on affordable, reliable, abundant energy for Arizona ratepayers.

Setting the Record Straight

A Chronological Breakdown of Votes, Failures, and Decisions That Cost Arizonans

For years, Arizona’s energy future has been shaped by two commissioners who repeatedly sided with utility executives, ESG agendas, and “net zero” resource plans—regardless of the impact on ratepayers. Kevin Thompson and Nick Myers have a long, well-documented record of enabling Arizona’s slide into a California-style energy crisis.

This article outlines, in chronological order, the key decisions, missteps, and failures that define their time at the Arizona Corporation Commission (ACC), with direct links to source material.

2018–2020: Utilities Push the Green New Deal, and Thompson/Myers Set the Stage

2018: Out-of-state billionaire pushes renewable mandate initiative

Even before joining the Commission, both Thompson and Myers aligned themselves with the political faction supporting aggressive renewable mandates disproportionately benefiting large utilities and ESG investors.

Source: Out of State Billionaire Pushing Renewable Mandate Initiative in Arizona
https://azfree.org/blog/2018/03/01/out-of-state-billionaire-pushing-renewable-mandate-initiative-in-arizona/

2020: APS partners with Tom Steyer on a Green New Deal framework

Arizona Public Service (APS) voluntarily committed to a 100% carbon-free mandate by 2050, a move loudly praised by progressive activists and the Sierra Club.

Sources:
APS + Tom Steyer: https://azfree.org/blog/2020/02/26/aps-joins-forces-with-tom-steyer-to-roll-out-arizona-green-new-deal/

Sierra Club announcement: https://www.sierraclub.org/press-releases/2020/01/aps-voluntarily-commits-100-carbon-free-electricity-2050-45-renewables-2030

2020–2021: ACC Green New Deal proposals advance

Instead of defending ratepayers, the Commission repeatedly entertained proposals to hard-code renewable mandates into law—despite voters rejecting Prop 127 in 2018.

Sources:
2020 push: https://azfree.org/blog/2020/07/31/arizona-corporation-commission-defies-will-of-the-voters-with-green-new-deal-proposal/

2021 continuation: https://azfree.org/blog/2021/07/16/arizona-corporation-commission-wont-give-up-on-its-green-new-deal-dream/

Thompson and Myers positioned themselves as “free marketeers,” but their actions consistently facilitated these mandates by refusing to challenge utility-crafted IRPs (Integrated Resource Plans).

2021–2023: Utilities Cement ESG/Net Zero Policies—Thompson & Myers Look the Other Way

2021: Thompson votes for Mesa's Climate Plan: NET ZERO BY 2050

Kevin Thompson voted for the 2021 Mesa Climate Plan, supporting Net Zero by 2050. Resolution No. 11698 passed unanimously on June 21, 2021.

Source: https://www.mesaaz.gov/Environment-Sustainability/Mesa-Climate-Action-Plan

2021: ACC agenda threatens higher bills

The Commission pursued rules that would have locked in expensive renewable standards, overruling legislative authority.

Sources:
Legislators “too stupid”: https://azfree.org/blog/2021/01/20/backers-of-the-corp-comm-green-new-deal-think-that-legislators-are-too-stupid-to-handle-energy-policy/

Upcoming impacts: https://azfree.org/blog/2021/12/10/the-corporation-commissions-meeting-next-week-could-have-a-huge-impact-on-you/

2023: Utility executives rewarded financially for ESG compliance

Arizona’s utility executives received millions in performance bonuses tied directly to meeting ESG and net-zero metrics. The Commission majority—Thompson & Myers included—said and did nothing.

Source: https://azfreenews.com/2023/11/arizonas-energy-executives-receive-millions-in-financial-incentives-to-meet-esg-criteria/

2023: Warnings sound about net-zero costs… ignored

Independent analysis showed these commitments would double utility bills. Thompson and Myers chose not to intervene.

Source: https://azfree.org/wp-content/uploads/2023/11/AZ-Net-Zero-Brochure_Stephen-Moore_8.5x11_FINAL_Pages.pdf

2024: The Turning Point—Thompson & Myers Approve Utility IRPs Without a Cost Analysis

October 2024: The ACC approves APS and TEP Integrated Resource Plans—knowing they lock in net-zero energy procurement.

Despite warnings from experts, activists, and legislative staff, Thompson and Myers voted to approve:

  • Tens of thousands of megawatts of solar, wind, and batteries

  • The continued shutdown of coal plants

  • Resource plans that would trigger massive rate hikes

All without requiring an independent cost analysis.

Sources:
– Why the ACC should have rejected these IRPs:
https://azfree.org/blog/2023/12/07/corporation-commission-should-reject-utility-proposed-esg-net-zero-resource-plans/

– 2021 cost warnings they ignored:
https://azfree.org/blog/2021/08/24/cost-analysis-shows-az-green-new-deal-energy-mandates-will-cost-ratepayers-over-6-billion/

Result: Utilities immediately used these IRPs to justify procurement plans where 93% of new power generation was solar/wind/batteries.

2025: Rate Hikes, Blackout Risks & Coal Plant Shutdowns Accelerate

January–March 2025: Cost analyses confirm the disaster

Multiple independent studies proved the same thing:
The APS net-zero plan approved under Thompson/Myers will cost billions and lead to California-style blackouts.

Sources:
– Cost analysis of APS net-zero plan:
https://azfree.org/blog/2025/03/06/cost-analysis-shows-the-aps-plan-to-go-net-zero-would-cost-ratepayers-billions-and-lead-to-california-style-blackouts/

– Full APS green energy report:
https://azfree.org/wp-content/uploads/2025/04/APS-Green-Energy-Report-2025.pdf

Mid-2025: Coal shutdowns continue despite Trump Administration orders

President Trump specifically ordered the protection of U.S. coal plants—including Arizona’s Cholla plant.
APS shut it down anyway.

The Commission majority (including Thompson and Myers) offered no resistance.

Source:
Replacing Cholla with solar/batteries cost analysis:
https://azfree.org/blog/2025/06/12/replacing-coal-energy-from-cholla-with-solar-and-batteries-could-end-up-costing-ratepayers-billions/

Summer 2025: The rate hikes land

APS seeks a 14% rate increase for 2026.
This comes after approving the IRPs that guaranteed billions in new renewable spending.

Source:
Energy Bills Fact Sheet:
https://azfree.org/wp-content/uploads/2025/08/Energy-Bills-Fact-Sheet-2025.pdf

August 2025: APS quietly switches language from “100% carbon-free” to “100% carbon neutral”

Why? Because the costs became impossible to hide.
Thompson and Myers did nothing to force APS to rescind the policy entirely.

Source:
https://azfree.org/blog/2025/08/19/aps-new-carbon-neutral-climate-commitment-will-cost-ratepayers-billions/

Late 2025: Thompson & Myers Try to Save Face—But It’s Too Late

April 2025: Trump Endorsements for Corp. Comm Incumbents Doubtful

“We’re all aware of the detrimental loss of electric capacity with the closure of Arizona coal plants, and in part because of ongoing EPA regulations, it is a day late and a dollar short when it comes to re-opening the Cholla plant,” said commission Vice Chair Nick Myers. “Trying to re-open Cholla at this point would result in significantly higher rates for customers.”

Republican activists… accused the all-GOP body of not following orders from Trump. Tyler Bowyer, an executive at Turning Point Action, wrote in a post on X that the commission was “working against the Trump Administration and pushing to close all Coal Plants in AZ.”

Source:
https://azcc.vote/wp-content/uploads/2026/02/aa519d7a-0588-45b5-997c-b863570a8f1d.pdf

October 2025: Repeal of REST Rules

By late 2025, Thompson and Myers joined a symbolic repeal of the REST rules—years after they allowed utilities to institutionalize ESG/net-zero mandates.

The repeal, as experts confirmed, does nothing to stop the Green New Scam already embedded in APS and TEP IRPs.

Source:
https://azfree.org/blog/2025/10/30/repealing-rest-rules-wont-move-needle-on-ending-green-scam-in-arizona/

2026: 12 News Investigates Lies made by commissioners

February 2026: Marshall and Heap Advance HB2918 to End Taxpayer Subsidies for New Utility-Scale Wind and Solar Projects

Sponsored by Representative David Marshall and co-sponsored by Representative Ralph Heap, HB 2918 passed the House Natural Resources, Energy and Water Committee on a party-line vote to eliminate special property tax breaks for new large-scale renewable energy projects, saving Arizona taxpayers an estimated $179 million annually in foregone revenues while grandfathering existing projects to protect current ratepayers from any unfair increases.

House Committee Advances HB2331: Marshall and Heap Bill Requires 85% Reliable Energy Standard to Protect Arizona Ratepayers

Sponsored by Representative David Marshall and Representative Ralph Heap, HB 2331 passed the House Natural Resources, Energy and Water Committee to mandate that electric utilities ensure at least 85% of their generating capacity comes from reliable, dispatchable sources by 2030, prioritizing dependable power from domestic fuels like natural gas and nuclear while limiting reliance on intermittent renewables to keep electricity affordable and grid-stable for Arizona families.

March 2026: Federal "Big Beautiful Bill" Cuts Solar/Wind Subsidies: Validating the Marshall/Heap Approach

While Marshall and Heap were advancing state-level reforms to end renewable subsidies and require reliable energy (HB2918, HB2331), Congress did the same at the federal level. The “Big Beautiful Bill” budget package significantly cut the IRA’s solar and wind subsidies—and the results are already proving that energy freedom works.

What happened in Washington:
A handful of energy-freedom advocates in the House and Senate fought to limit subsidy eligibility instead of allowing a long “phase-out” that would have funded new solar and wind projects well into the 2030s and 2040s. In the House, Reps. Chip Roy, Ralph Norman, Josh Brecheen, and Andrew Clyde withheld support on the Budget Committee and forced negotiations that limited subsidies to projects “placed in service” (operational) by 2028. They were later joined by Rep. Scott Perry and Sens. Mike Lee, Rick Scott, and Ron Johnson. A last-minute Senate change allowed projects “in construction” by July 4, 2026, a four-year window to reach “placed in service”—but the core win held: starting July 5, 2026, virtually no new subsidy-collecting solar/wind projects can be initiated under the old rules.

Why it matters for Arizona:

  • Subsidies didn’t lower prices—they helped raise them. Solar and wind subsidies have contributed to electricity price increases by forcing the premature shutdown of reliable power plants. Cutting subsidies was necessary to stop prices from rising further.
  • The market is already responding. After the Big Beautiful Bill passed, investors saw that building reliable power would soon become much more profitable. The U.S. nearly tripled its gas-fired capacity in development in 2025, reaching 252 GW. Developers plan to add 18.7 GW of combined-cycle natural gas capacity by 2028. Major utilities are announcing record capital plans for reliable generation.
  • AI data centers need power 24/7. The subsidy cuts arrived in time to redirect investment toward the reliable generation that America’s growing digital economy—and Arizona’s—urgently needs.

The lesson:
Any energy source that is genuinely cost-effective will thrive without subsidies. The path to affordable, reliable electricity isn’t subsidies for preferred energy sources—it’s the freedom to produce and invest in what actually works. A year ago, NERC was warning that more than half the country faced electricity shortfalls. Today, the market is responding to restored price signals by building reliable power at a pace we haven’t seen in decades.

Marshall and Heap’s state-level push to end renewable subsidies (HB2918) and require 85% reliable capacity (HB2331) is the same philosophy: stop paying for an inferior product, and let capital flow to power that runs when you need it. The politicians who cut solar and wind subsidies didn’t just save taxpayers hundreds of billions of dollars—they saved the grid. Arizona deserves commissioners who will do the same.

Chronological Summary of Thompson & Myers’ Failures

  1. They approved the utility-created IRPs that locked in net-zero procurement.
  2. They allowed coal shutdowns despite federal orders to keep them open.
  3. They presided over utility rate hikes approaching 30% in three years.
  4. They allowed 93% of new generation to be renewable instead of natural gas or coal.
  5. They repeatedly refused to require independent cost analyses.
  6. They allowed utilities to earn ESG bonuses tied to net-zero benchmarks.
  7. Their late attempts to repeal REST rules came only after the damage was done.

The Bottom Line

Kevin Thompson and Nick Myers helped deliver:

  • Higher energy bills

  • A fragile energy grid

  • California-style blackouts

  • Billions in unnecessary renewable spending

  • The abandonment of coal

  • The entrenchment of ESG policies inside Arizona utilities

Arizona cannot afford another decade of Commissioners who vote with the utilities instead of the public.

The path forward requires Commissioners willing to partner with the Trump Administration, push back against utility green mandates, and insist on affordable, reliable, abundant energy for Arizona ratepayers.

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