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The Pacific Northwest has become the unlikely vanguard in the movement to protect renters from extreme heat.

Washington State’s 2026 legislative session ended not with a bang, but with an alarm. On a drizzly mid-March evening before adjourning for the year, lawmakers filed out of the capitol having narrowly averted a special session over a data center tax break bill. “Someone or something” had set off the rotunda’s fire alarm, according to a local news outlet; returning after the brief delay, legislators cast their final vote, approving the state’s $79.4 billion spending plan.
The alarm was, in many ways, a fitting end to the state’s adrenaline-pumping 60-day short session, which saw 1,669 new bills introduced. Most were DOA due to time and ever-present budget constraints. Among the casualties was HB 2265, a bill to “protect tenants from periods of extreme heat” by extending a landlord’s responsibilities to include adequate cooling in rental units alongside the usual standbys of basic habitability, heat and hot water.
Had the law passed, Washington — somewhat bizarrely — would have gone further than any other state in the country in pushing landlords to provide air conditioning or a similar cooling system to their renters. While such laws might be expected in places like California, Nevada, or Arizona (which comes closest by requiring landlords to maintain ACs that are already installed), in Washington, the largest city, Seattle, was in fact the least air-conditioned metro area in the country until 2021, and remains second only to San Francisco.
“A lot of people think of the Pacific Northwest as mossy, mountainous, green, and damp,” John Seng, the policy manager at Spark Northwest, a Seattle-based clean energy nonprofit, told me. “But that misses out that on the east side of both Oregon and Washington, things have been getting really hot for a long time.”
Indoor air temperature maximums are not a new idea — Dallas has had one since 2017 — but the few laws on the books are almost exclusively in hot-climate cities and counties. Yet extreme heat is spreading: Between 1970 and 2022, 95% of the nearly 250 U.S. locations analyzed by Climate Central saw an increase in the number of days per year with dangerously high temperatures, with an average increase of 21 days. At the same time, one in three Americans is a renter — a population far less likely to have central AC than homeowners. Though the Pacific Northwest would seem to be an unlikely leader in protecting people from extreme heat, it has nevertheless become a bellwether for the ability of local officials to protect their residents from increasingly deadly temperatures.
“We are changing our climate so much that now, in most places in the country, cooling is just as necessary as heating,” Brian Henning, the director and founder of the Gonzaga Institute for Climate, Water, and the Environment, told me.
Washington isn’t alone in responding to the changing conditions in its corner of the country. A similar story is playing out in Oregon, which failed to pass its own early-stage right-to-cooling bill, SB 54, during last year’s legislative session. (That bill would have required landlords of multi-family buildings to provide cooling when outdoor temperatures exceed 80 degrees.) Now, Portland’s Permitting and Development Bureau is exploring a maximum-temperature code for rentals, which activists hope will serve as a model for a legislative sponsor to take up in a future statewide session.
“It feels like the Pacific Northwest is beginning to grapple with questions that desert cities addressed decades ago, which is, namely: What constitutes a safe indoor temperature during extreme heat?” Vivek Shandas, the founder of the Sustaining Urban Places Research Lab at Portland State University, told me of the proliferation of such bills, ordinances, and laws in the area.
That ponderance is coming not a moment too soon. Of the 75 counties in Washington and Oregon, residents in all but seven have disproportionately low concern given their respective extreme-heat risks, according to research by Yale’s Program on Climate Change Communication published in Nature Communications this month. Of those 75 counties, just three scored below the national median on the CDC’s Heat & Health Index, a risk measurement that considers indicators such as historical heat exposure, prevalence of health conditions such as cardiovascular disease or diabetes, and socioeconomic factors like age and income. Nearly a third scored well within the upper range of risk nationally. Combined with the fact that architecture in the Northwest was designed for decades to retain heat, and that the region has some of the fastest-warming urban areas in the country, the upper left-hand corner of the country is uniquely susceptible — and unprepared — for extreme heat, the deadliest climate change and weather-related disaster in North America.
That fact was made tragically clear during the 2021 heat dome, the record-breaking, model-breaking event that killed more than 250 people across the states and served as the catalyst for housing activists, climate organizers, and policymakers. Though researchers like Shandas, who studies urban heat, had been aware that the Northwest was a public-health disaster waiting to happen, there were a few particularly startling takeaways: Though “most people think of heat risk as something that happens outside,” Shandas said, the vast majority of the people who died during the heat dome died inside, and most were likely renters living in multifamily homes. Some were even found with fans turned on full blast, pointed directly at their bodies.
“A lot of people don’t know that if your space is higher than about 90 degrees indoors, a fan actually increases your risk of heat‑related illness or death, not decreases it,” Henning said. That’s because a fan cools you by moving air over your skin to wick away sweat, a process that accelerates dehydration and can actually radiate heat into your body if the air temperature is warmer than your skin. Even worse, rather than lowering the indoor temperature, fans give an “illusion of safety,” Dante Jester, the climate resilience program manager at the Gonzaga Institute for Climate, Water, and the Environment, told me, so people delay moving to a genuinely cool place or calling for help.
“People’s cooling strategies that they’ve used for decades in Spokane” — where more than 300 people were hospitalized during the 2021 heat dome — “aren’t working anymore,” Jester went on. “Historically, people would open their windows at night. They would go for a drive and run the AC with their kids in the car seats. They would run fans. But all of these things are becoming less and less efficient and more and more dangerous.” What’s more, as smoke becomes an increasing public health hazard due to the duration and intensity of the fire season, officials are more reluctant to tell people to keep their windows open for a cross-breeze.
How, then, to keep renters — who make up between 30% and 40% of the households in Washington and Oregon — safe? The answer: Incrementally. Though HB 2265 died in committee this spring, Democratic lawmakers managed to pass its sister bill, SB 6200, even during a short session dominated by efforts to balance the budget and debate over the Millionaires Tax. The Senate bill makes it illegal for a landlord in Washington state to prevent a renter from installing their own AC unit — that is, it is an access law rather than a habitability one.
“The statewide policy that passed [SB 6200] was actually based on the renter’s right-to-install ordinance that we helped pass in Spokane in 2024,” Jester said. “We thought of it at the time as a first step, or an on-ramp, to this greater goal of requiring residencies to be cooled.”
If the Spokane right-to-install AC ordinance was the on-ramp to statewide adoption, then the failure of HB 2265 could potentially be shrugged off as jumping the gun. That’s because activists in Spokane are now testing whether true right-to-cooling legislation can find a pathway forward via a local ordinance, which would make it a legal requirement for landlords to provide a way to keep their units under 80 degrees Fahrenheit, the same way temperature minimums ensure they provide heat in the winter.
Shandas, the Sustaining Urban Places Research Lab researcher, told me he conceptualizes the path forward for right-to-cooling laws in the Northwest as a three-step approach. The first stage is permission — laws like the 2024 ordinance in Spokane and SB 6200.
The second stage is recognition of extreme heat as an imminent public health threat. Though the now-dead HB 2265 would have been a big push toward requiring landlord-provided ACs in rental units, it didn’t do so explicitly; rather, it tweaked the state’s rental code to include cooling alongside heating as a basic habitability requirement. A bill like HB 2183, which also died during the 2026 session, would have further required Washington counties to develop and implement heat response plans, which gets at the bills’ larger purpose: to grapple with the fact that the housing stock, legal system, policies, electrical systems, and even emergency services in the Northwest are all designed for a cooler climate.
Though it feels like an in-between stage, recognition is especially crucial, James Moschella, the climate and health program manager at Washington Physicians for Social Responsibility, a health professional-fronted environmental advocacy group, told me. When paramedics respond to a case of heat stroke, for example, the first thing they often do is place the patient in the bathtub in their own home, along with everything in their freezer, to try to lower their body temperature as quickly as possible. “Ambulance response times during the heat dome were significantly down because of the way they have to treat people at their homes,” Moschella said. “As a result, by the time paramedics often got to a home, in many cases the person was already dead.” One small part of a comprehensive heat plan would be anticipating that problem, perhaps by staging more ambulances on a hot day.
The third stage is performance standards — that is, defining enforceable indoor temperature limits, like what Spokane is moving toward. “I think this evolution mirrors how heating standards developed historically in other parts of the world,” Shandas said. “Unfortunately, I think we need to be accelerating this much faster, going from stage one to three in a fraction of the time that it took lower latitude regions to go through.”
Because there are few examples of existing temperature maximum laws, though, policymakers and researchers in the Northwest are feeling their way forward mostly on their own. Even something as basic as what the maximum temperature should be requires ponderance, debate, and compromise. In Spokane, policymakers settled on 80 degrees. “It’s similar to how it was done for heating, that every habitable space needs to be able to get up to 65 [degrees],” Shandas said. “Some would say, Wow, 65 is really high for a cold day, can’t you get by with 60? And it’s like, sure, you can, but you’re trying to make policy for a very large, diverse demographic.”
Eighty degrees Fahrenheit, while generally safe for most populations, is the point at which the body may begin to feel the stress or undergo physiological responses that affect certain medications, such as antipsychotics. Still, Henning told me he’d advocated for an even lower limit given existing research on safe sleeping temperatures, which puts the range closer to 74 to 76 degrees, especially for seniors and the very young.
Implementation is also a topic of discussion. Housing advocates in Spokane wanted to go beyond a “right to install AC” ordinance, not just because they believe cooling deserves to be recognized as a legal habitability requirement like heating, but also because of the potential financial burden of acquiring, installing, and especially running an air conditioner. What’s unique about the Spokane ordinance, though, is that it sets an expected indoor temperature rather than mandating how that temperature is achieved. “The goal isn’t to force people to buy air conditioning,” Henning said, “but to provide spaces that are safe.” Maybe the 80-degree threshold could be maintained, for example, by shading building windows with trees.
Powerful landlord advocacy groups have generally opposed right-to-cooling movements on the grounds that they’re very expensive. (Multifamily NW, a landlord trade association and one of the major opponents of Oregon’s SB 54, and Rental Housing Association of Washington, which opposed HB 2265, did not respond to my requests for comment.) Retrofitting costs, electrical capacity, and grid stress are legitimate concerns, Shandas told me. “Even heat pumps,” he said, “are pretty energy-hungry appliances, and older multifamily residential homes might not have good insulation or windows,” meaning you could end up with the efficiency conundrum the Rocky Mountain Institute’s Amory Lovins has memorably likened to running an AC in a tent.
Other researchers were less sympathetic to this case. “Infrastructure costs money, and that’s what landlords are agreeing to when they choose to buy units and then have them paid for by other people,” Jester told me. “That’s how it goes: If you’re renting to people, it should be a requirement that it has to be livable, in my opinion.”
Who pays, though, is one of the major questions of climate adaptation. No one is arguing that extreme heat isn’t dangerous. But is it on tenants, landlords, utilities, or governments to front the costs of making their homes and communities livable?
The problem sounds daunting, put that way. And the pressure is on: By Shandas’ estimation, what happens in Spokane and Portland, and eventually at the state level in Washington and Oregon, “is really going to be the test case for what the legal right to cooling looks like” in the United States. Organizers and researchers in Massachusetts, New York, and Minnesota have already reached out to him about their own efforts to codify maximum temperatures into law. “These are all higher-latitude regions that are looking to the Pacific Northwest and saying, Holy crap, yeah, we have to get ready for this, because if it could happen in Portland and Seattle, it can happen anywhere. We were the bellwether,” Shandas said.
But next year will be another tight budget year in Washington, and while Democrats control the legislature, HB 2265 will need tweaks to get a broader coalition on board. “I think nobody was quite ready to move without a little bit more of a plan on exactly how we would define healthy temperatures and measure them,” Seng, of Spark Northwest, told me of its initial failure.
“Another piece is cost,” Seng added. “I think housing developers get pretty squeamish about new requirements like that.” Sure enough, landlords have successfully watered down temperature regulations elsewhere, including L.A. County, which last year approved a maximum indoor temperature of 82 degrees for rentals located outside city limits — albeit with plenty of exemptions and delays available for property owners. Landlord groups have also so far successfully staved off a California-wide temperature maximum law by pouring millions into lobbying efforts.
But even more than the usual happy warrior attitude typical of activists, the researchers in Washington and Oregon described the right-to-cooling laws as inevitable, given the climate. The question is whether a multi-stage approach or the fast-track pursuit of local ordinances, rather than the sluggish statewide process, will yield results soon enough. The heat dome baking Europe this week serves as an ominous reminder that extreme heat may return to the region at any time, and the Northwest has had only five short years since its wake-up call in 2021 to prepare.
But prepare it has. “The legal invention of cooling rights — that’s part of what I’m really excited to be alive right now to see,” Shandas said.
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Current conditions: Aside from tides up to two feet above average on Staten Island and Long Island, the powerful nor’easter barreling toward the East Coast is likely to spare New York City • Tropical Storm Nolo is set to hit Hawaii with a potentially historic multi-day deluge • Hurricane Polo is slamming into Mexico’s Pacific coast with dangerous swells and heavy rain.
On Tuesday, President Donald Trump told reporters he had “called for” halting exports of diesel as prices roared to record highs amid a shortage of refining capacity to produce the fuel. On Wednesday, Politico reported that the administration was “preparing” a 90-day export ban. When Secretary of Energy Chris Wright took the stage at Heatmap House, our day-long summit on Wednesday in Midtown Manhattan, he told our executive editor Robinson Meyer that — contrary to the previous comments — the president “didn’t endorse” an export ban. “We are open to any ideas to lower energy prices for Americans,” Wright said at our annual event for New York Climate Week, essentially the amuse bouche before the United Nations climate summit in November. “We have a continual, thoughtful dialog based on the facts on the ground of what are the most practical steps moving forward, and it looks like right now we do need to grow the diesel supply in the United States.”
Former Vice President Al Gore, meanwhile, injected some optimism into the discussion about decarbonization. Reflecting on how climate discourse had evolved since the release of his famous film An Inconvenient Truth 20 years ago, he said booming electric vehicle sales and a global shift to renewables and nuclear power spurred by the energy shock from the war in Iran showed that “these are signs that this thing is really moving into high gear.” He added: “The fossil fuel industry is losing. They know they’re losing, and they’re trying to slow down how quickly they lose.” Yet perhaps one of the best hopes for speeding up deployment of more clean energy dimmed last night when Punchbowl News reported that increasingly bullish talks on permitting reform may be tanking. “The administration and congressional Republicans agreed to a strong bipartisan offer. The Democrats have since refused to take yes for an answer. If they think that the administration is going to freeze these concessions until the lame duck, they are severely mistaken,” a White House official told the outlet.

Later in the afternoon yesterday, I scurried off to the New York Nuclear Symposium, the annual conference organized by the advocacy group Nuclear New York. In the august halls of the New York Bar Association on 44th Street, policy experts and executives debated exactly what was needed to shift the excitement over atomic energy into actual projects with shovels in the ground. While some doubts persisted over how quickly anyone would commit to new fission plants in the U.S., at least beyond the various first-of-a-kind projects currently under development, the American government charged forward with export deals. Earlier this week, the U.S. Trade and Development Agency announced a partnership with Turkey to build as much as 5 gigawatts of small modular reactor power in the country. On Thursday, NucNet reported that Poland’s national nuclear company had reached a deal with the U.S. developers Bechtel and Westinghouse on the commercial terms for the European nation’s first atomic power station, a trio of Westinghouse AP1000s on the Baltic sea.
Meanwhile, the South Korean project manager and builder Samsung C&T unveiled new deals with two SMR companies in the U.S. The company pledged $100 million toward building the next-generation reactors designed by Google-backed Kairos Power. A day later, the company signed onto projects involving GE Vernova Hitachi Nuclear Energy’s 300-megawatt reactor, based on a traditional water-cooled design.
Enhanced geothermal leader Fervo Energy announced Thursday morning that it had shipped the first megawatts to the grid from its flagship Cape Station project, nearly three years to the day after breaking ground at the site. The facility in Beaver County, Utah marks a significant scale-up from the company’s earlier Project Red, located in the Blue Mountain geothermal field of Nevada, which began supplying 3.5 megawatts of electricity to the grid in 2023. Cape Station, by contrast, is the company’s first greenfield project. Phase I of the facility consists of three 33-megawatt units, the first of which has begun ramping up, while the remaining two are expected to reach commercial operations by 2027. “I could not be more proud of the years of hard work from Fervo’s employees, investors, suppliers, customers, and partners, which brought us to this moment,” Fervo CEO Tim Latimer said in a statement. “We are just getting started.”
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Last month, my colleague Emily Pontecorvo and I reported on the Department of Commerce’s latest import levies on polysilicon, the main ingredient in most solar panels. The restrictions were designed to keep out cheap, subsidized competition from Chinese companies. But the nearly four-month delay in the policy’s implementation opened the door to companies stockpiling foreign-made reactors. To avoid that, the Commerce Department’s Bureau of Industry and Security has issued a temporary rule explaining how it will monitor imports, Solar Power World reported. Starting December 4, polysilicon components in a panel such as wafers, cells, and the finished rigs themselves will have a 15% tariff.
“Flooding the U.S. market with large volumes of imported products is a strategy that companies abroad have long used to undermine American manufacturers,” Andy Park, the global chief executive officer of Hanwha Qcells, said in a statement. “We have repeatedly seen import volumes surge ahead of the implementation of significant U.S. trade or industrial policies, as companies seek to exploit loopholes and gain an unfair advantage before new measures take effect.”
“When it comes to fuels, we have plenty of options, but nothing has hit the jackpot.” That’s what Ernest Moniz, former President Barack Obama’as energy secretary, told me yesterday morning on stage at a Climate Week breakfast hosted by his nonprofit, the EFI Foundation. Just 21% of the world’s end-use energy comes from electricity, meaning 79% comes from molecules — mostly natural gas and oil. The point Moniz, a Massachusetts Institute of Technology-trained physicist, was making was that we need to take green fuels such as hydrogen and biodiesel more seriously. “My bet for scalability is some or multiple colors of hydrogen,” referring to the rainbow of names that denote how hydrogen fuel is produced. Hours later, Hydrogen Insight reported that the German energy giant Uniper had signed “one of the largest” offtake deals ever for aviation fuel made with green hydrogen. As part of the deal, the Düsseldorf-based firm will buy 40,000 metric tons of green fuels for at least the next decade.
The New York State Research and Development Authority announced awards for eight energy storage facilities and 13 large-scale renewable projects on Wednesday, totaling $3.7 billion in private investment. Combined, the projects are expected to pump out 1.7 gigawatts of power. “These newly-contracted large-scale energy projects not only further the growth of clean energy and more than double the utility-scale energy storage that exists currently statewide — but they contribute to New York’s comprehensive, all of the above energy strategy,” Doreen Harris, NYSERDA’s chief executive, said in a statement. “This will help reduce costs for New York ratepayers while continuing to improve the reliability of our state’s grid.”
Tales from a day of “thoughtful dialogues on energy, climate change, and human lives” on Day 3 of New York Climate Week.
“I’m here because I love thoughtful dialogues on energy, climate change, and human lives,” Energy Secretary Chris Wright told my colleague Robinson Meyer this afternoon. “That’s been a passion my whole life, and nothing will change that.”
It’s our passion too — and was a defining theme of Heatmap House on Wednesday at New York Climate Week, with 27 sessions across topics including clean energy development, U.S. climate policy, the future of mobility, climate tech, and reindustrialization. From Wright backpedaling on President Trump’s embrace of a diesel export ban to former Vice President Al Gore asserting that 2026 might mark “the positive tipping point on climate,” it was a full day of news, contrarian opinions, juicy predictions, and lots and lots of coffee (consumed by yours truly).
Early in the day, Carlos Araque, the CEO and co-founder of Quaise, an advanced geothermal company, started things off by addressing the elephant in the room: potentially imminent movement on permitting reform. “It’s always easy to be picky and want for more,” he acknowledged, although he added that “my ask has always been — as far back as 2018 — if you can do for geothermal what you do for oil as in terms of regulatory permitting exclusions, then you’re moving 90% of the way to the goal. So that’s happening — that’s slowly and surely happening.”
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New Jersey Governor Mikie Sherrill also spoke about permitting reform at a local scale. “You cannot simply say to people, ‘Sorry, your bills are just going to keep skyrocketing,’” she stressed. “That is not the answer, which is why we’ve acted so aggressively. I approved 18 solar and battery storage projects in the first six months [of my term]. We knew the federal credits were going to run out if we did not get that done, so that’s why we had to take on permitting reform right away to make sure we were growing that.”
And while Jane Flegal, the principal at Flegal Energy Advisors, didn’t have any secret insight into the potential deal, she broke down her predictions into three buckets: reforms to conventional environmental statutes such as the National Environmental Policy Act, the Clean Water Act, and the National Historic Preservation Act; transmission, “which, no one knows what’s in there, but we all know what was in the Manchin deal, and I think we can and should expect something at least that ambitious;” and permitting certainty, which would constrain executive power to cancel permits after they’ve been issued.
Chris Hayes, the host of All In with Chris Hayes on MS NOW and a former climate reporter, took the stage just after Gore, who marked the 20-year anniversary of his Academy Award-winning documentary An Inconvenient Truth. Like Gore, Hayes was in a reflective mood. “I think to some degree, we’re kind of moving forward in this understanding that all of us are implicated in the system that’s going to change very slowly over time,” he said, calling it one of the lessons of the past 20 years. “But I think there was a high-water mark of consumer activism that is sort of gone.”
Then, of course, there was Wright. The energy secretary — whom climate insiders have described to us as the biggest climate villain in the Trump administration after Trump himself — talked to Rob about as many fuels as they could cover. Wind: “There have been very spirited dialogues in the administration about this. I do believe a successful permitting reform thing changes the playing field for anything you want to build in this country, including wind.” Nuclear: “Our thing is just to try to get it back on its feet and get out of the way.” Natural gas: “Gas in my lifetime is going to be the American energy superpower for sure, but you never want all your eggs in one basket.” Batteries: “I’m all in.” And EVs: “Should we have the broader America subsidizing, you know, the habits of wealthy people? I don’t think we should.”
Another running theme of the day was data centers and AI. “We all feel a little bit used by data centers,” Dawn Lippert, the founder and CEO of Elemental Impact, a nonprofit climate tech investor, and a general partner at Earthshot Ventures, its sister fund, told my colleague, Katie Brigham. “We thought, how can you actually use data centers to do the things that we need to do as society? And pulling forward clean energy technologies and sustainable technologies is one of the most interesting ways that they can be a real service to society.”
That thought was explored further when the evening wrapped with a focus on reindustrialization. Tom Steyer, the co-executive chair of Galvanize Solutions, told us he’s doing fine after his unsuccessful bid for California governor. (Nothing a trip to Tahoe with the family couldn’t cure.) He also shared that the climate movement may have lessons for the modern movement opposing AI and data centers. The world’s richest companies can’t just “come in and take people’s water, especially at a time when people are so water insecure,” he stressed. “How could that possibly be right?”
AI — and water — also came up in conversation with Emilio Tenuta, the senior vice president and chief sustainability officer of Ecolab, which provides industrial and commercial water and hygiene solutions. (Ecolab also sponsored our reindustrialization section.) He argued that “what we really need to focus on is the Water Efficiency Index” when evaluating, for example, semiconductor fabrication plants, because it contextualizes water use in more absolute terms than traditional metrics.
Page Crahan, general manager of Tapestry, an Alphabet X moonshot project that uses AI to develop a model of the grid’s electricity network, zeroed in on how best to use artificial intelligence. “We had 10 years to build what it took us 110 years to build globally” in order to meet anticipated energy demand, she told my colleague Jael Holzman. “And that was in 2023, before data centers.” For “computationally intensive challenges, data-heavy challenges, and certainly running simulations and insights for a system this size,” AI is a good use case, she said.
Tapestry is using its models in partnership with PJM Interconnection (as we’ve covered here at Heatmap) — and speaking of PJM, its executive director of strategic policy and external affairs, Asim Haque, spoke to my colleague Matthew Zeitlin next. “If you do not bring your own new capacity, we are going to curtail you before we curtail your average residential consumer for sure,” he said, adding, “this is a concept that is pending in front of the FERC right now. We can talk about carrots. We can talk about sticks. I don’t know which one this is. I think from the data center perspective, it’s likely a stick.”
Josh Parker, the head of sustainability at Nvidia, rounded the day out on a positive note. “The good news is, we are very quickly unlocking new capacity with clean energy,” he said, including developing new clean energy technologies like advanced fission and geothermal. “All of these technologies are benefiting from AI, and so that, coupled with the fact that data center operators with AI factories generally are some of the largest consumers of clean energy and are still are looking for all the clean energy they can, leads me to believe — and I think this is the most credible forecast — that very soon we’re going to see all of that convert over to clean as soon as we can get through the supply constraints that we’re currently in.”
If you were with us in person, thank you again. You’re what made our event one to remember. And if you weren’t able to join us this year — we hope to see you in 2027.
But wait! Before I send you on your way, you can find all of our coverage of the day below along with some additional quotes from some of my favorite conversations:
The Commonwealth Fusion Systems CEO made his case at Heatmap House.
Without billions in new federal investment the United States may lose its pole position in the global race to be the first nuclear fusion superpower, Commonwealth Fusion Systems CEO Bob Mumgaard told attendees at Heatmap House in New York City.
When asked onstage whether Commonwealth Fusion could still develop its fusion aspirations at scale without U.S. government financing, Mumgaard said: “I think so – it’s a question of the timing and the place.” Then he suggested that the company — and the industry — might go elsewhere if the country doesn’t put more capital into the growing sector. “There are offers on the table to build nuclear fission power plants not in the United States, so we can do that.”
You’d be forgiven if you thought Commonwealth and nuclear fusion was already doing well. The Massachusetts-based pioneer in fusion technologies raised $1 billion in new investment just a couple months ago. Generally speaking, innovation in nuclear power is incredibly popular in Congress, which has an influential bipartisan Fusion Energy Caucus. Commonwealth has received public support from the Trump administration’s Energy Department, as has one of the Heatmap House sponsors, Inertia.
But we’re talking about nuclear fusion, a still-futuristic form of energy generation seeking to harness the power of stars exploding in contained environments. It’s an insanely promising tech moonshot.
Mumgaard said the company is aiming for its tech to provide electrons onto the grid by the 2030s. He also said a Fusion Industry Association request to Congress and the Trump administration for $10 billion of investment might be what’s needed for that power to be American first.
“We debated that [amount] with the industry association, and you have to say what gets the job done. It’s a disservice to lowball what’s needed,” he told my colleague Katie Brigham. “This is a very important thing. It’s an entirely new industry. Let’s treat it as such.”
He added his view that U.S. fusion development is essentially an energy security maneuver, and that competition with China on fusion should be seen as parallel to the race for dominance in artificial intelligence.
“Think about what it means in a technological race. Power is the thing that powers the next economy, right?” Mumgaard said. “All the geostrategic strife we have right now is about power in the form of natural resources. Who has them? What are they? What boats are they on through what body of water? Fusion takes all of that off the table.”