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AM Briefing

Alabama Eyes Scrapping Utility Commission Election After Democrats’ Georgia Win

On electrolyzers’ decline, Anthropic’s pledge, and Syria’s oil and gas

The Alabama statehouse.
Heatmap Illustration/Getty Images

Current conditions: Warmer air from down south is pushing the cold front in Northeast back up to Canada • Tropical Cyclone Gezani has killed at least 31 in Madagascar • The U.S. Virgin Islands are poised for two days of intense thunderstorms that threaten its grid after a major outage just days ago.

THE TOP FIVE

1. Alabama weighs scrapping utility commission elections after Democratic win in Georgia

Back in November, Democrats swept to victory in Georgia’s Public Service Commission races, ousting two Republican regulators in what one expert called a sign of a “seismic shift” in the body. Now Alabama is considering legislation that would end all future elections for that state’s utility regulator. A GOP-backed bill introduced in the Alabama House Transportation, Utilities, and Infrastructure Committee would end popular voting for the commissioners and instead authorize the governor, the Alabama House speaker, and the Alabama Senate president pro tempore to appoint members of the panel. The bill, according to AL.com, states that the current regulatory approach “was established over 100 years ago and is not the best model for ensuring that Alabamians are best-served and well-positioned for future challenges,” noting that “there are dozens of regulatory bodies and agencies in Alabama and none of them are elected.”

The Tennessee Valley Authority, meanwhile, announced plans to keep two coal-fired plants operating beyond their planned retirement dates. In a move that seems laser-targeted at the White House, the federally-owned utility’s board of directors — or at least those that are left after President Donald Trump fired most of them last year — voted Wednesday — voted Wednesday to keep the Kingston and Cumberland coal stations open for longer. “TVA is building America’s energy future while keeping the lights on today,” TVA CEO Don Moul said in a statement. “Taking steps to continue operations at Cumberland and Kingston and completing new generation under construction are essential to meet surging demand and power our region’s growing economy.”

2. Interior chief says administration will ‘absolutely’ appeal offshore wind rulings

Secretary of the Interior Doug Burgum said the Trump administration plans to appeal a series of court rulings that blocked federal efforts to halt construction on offshore wind farms. “Absolutely we are,” the agency chief said Wednesday on Bloomberg TV. “There will be further discussion on this.” The statement comes a week after Burgum suggested on Fox Business News that the Supreme Court would break offshore wind developers’ perfect winning streak and overturn federal judges’ decisions invalidating the Trump administration’s orders to stop work on turbines off the East Coast on hotly-contested national security, environmental, and public health grounds. It’s worth reviewing my colleague Jael Holzman’s explanation of how the administration lost its highest profile case against the Danish wind giant Orsted.

3. A sign green hydrogen is stalling out

Thyssenkrupp Nucera’s sales of electrolyzers for green hydrogen projects halved in the first quarter of 2026 compared to the same period last year. It’s part of what Hydrogen Insight referred to as a “continued slowdown.” Several major projects to generate the zero-carbon fuel with renewable electricity went under last year in Europe, Australia, and the United States. The Trump administration emphasized the U.S. turn away from green hydrogen by canceling the two regional hubs on the West Coast that were supposed to establish nascent supply chains for producing and using green hydrogen — more on that from Heatmap’s Emily Pontecorvo. Another potential drag on the German manufacturer’s sales: China’s rise as the world’s preeminent manufacturer of electrolyzers.

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  • 4. Anthropic vows to pay for the electricity price hikes from its data centers

    The artificial intelligence giant Anthropic said Wednesday it would work with utilities to figure out how much its data centers were driving up electricity prices and pay a rate high enough to avoid passing the costs onto ratepayers. The announcement came as part of a multi-pronged energy strategy to ease public concerns over its data centers at a moment when the server farms’ effect on power prices and local water supplies is driving a political backlash. As part of the plan, Anthropic would cover 100% of the costs of upgrading the grid to bring data centers online, and said it would “work to bring net-new power generation online to match our data centers’ electricity needs.” Where that isn’t possible, the company said it would “work with utilities and external experts to estimate and cover demand-driven price effects from our data centers.” The maker of ChatGPT rival Claude also said it would establish demand response programs to power down its data centers when demand on the grid is high, and deploy other “grid optimization” tools.

    “Of course, company-level action isn’t enough. Keeping electricity affordable also requires systemic change,” the company said in a blog post. “We support federal policies — including permitting reform and efforts to speed up transmission development and grid interconnection — that make it faster and cheaper to bring new energy online for everyone.”

    5. U.S. oil majors are in line for a cut of Syria’s untapped reserves

    A nickel mine in Indonesia. Ulet Ifansasti/Getty Images

    Syria’s oil reserves are opening to business, and Western oil giants are in line for exploration contracts. In an interview with the Financial Times, the head of the state-owned Syrian Petroleum Company listed France’s TotalEnergies, Italy’s Eni, and the American Chevron and ConocoPhillips as oil majors poised to receive exploration licenses. “Maybe more than a quarter, or less than a third, has been explored,” said Youssef Qablawi, chief executive of the Syrian Petroleum Company. “There is a lot of land in the country that has not been touched yet. There are trillions of cubic meters of gas.” Chevron and Qatar’s Power International Holding inked a deal just last week to explore an offshore block in the Mediterranean. Work is expected to begin “within two months.”

    At the same time, Indonesia is showing the world just how important it’s become for a key metal. Nickel prices surged to $17,900 per ton this week after Indonesia ordered steep cuts to protection at the world’s biggest mine, highlighting the fast-growing Southeast Asian nation’s grip over the global supply of a metal needed for making batteries, chemicals, and stainless steel. The spike followed Jakarta’s order to cut production in the world’s biggest nickel mine, Weda Bay, to 12 million metric tons this year from 42 million metric tons in 2025. The government slashed the nationwide quota by 100 million metric tons to between 260 million and 270 million metric tons this year from 376 million metric tons in 2025. The effect on the global price average showed how dominant Indonesia has become in the nickel trade over the past decade. According to another Financial Times story, the country now accounts for two-thirds of global output.

    THE KICKER

    The small-scale solar industry is singing a Peter Tosh tune: Legalize it. Twenty-four states — funny enough, the same number that now allow the legal purchase of marijuana — are currently considering legislation that would allow people to hook up small solar systems on balconies, porches, and backyards. Stringent permitting rules already drive up the cost of rooftop solar in the U.S. But systems small enough for an apartment to generate some power from a balcony have largely been barred in key markets. Utah became the first state to vote unanimously last year to pass a law allowing residents to plug small solar systems straight into wall sockets, providing enough electricity to power a laptop or small refrigerator, according to The New York Times.

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    AM Briefing

    Europe Braces to Bake

    On Trump’ inverter ban, American antimony, and thermal batteries

    Europe Braces for Energy Cuts as Rivers Heat and Dry Up
    Heatmap Illustration/Getty Images

    Current conditions: The unusual humidity thickening the Los Angeles air this week is the result of a warmer Pacific Ocean, a sign of climate change • Temperatures are topping triple digits Fahrenheit in the Spanish capital of Madrid • Severe storms are pummeling the central United States from the Plains to Appalachia.

    THE TOP FIVE

    1. Europe braces for energy cuts as rivers heat and dry up

    The latest heat wave roasting Europe is warming up rivers and drying the watercourses on which the continent’s energy systems rely. In Eastern Europe, the mighty Danube has hit record lows, beaching boats in Croatia, squeezing out a quarter of Serbia’s fuel shipments, and forcing Hungary’s only nuclear power station to shut down as cooling water disappeared. The cost of navigating the barges that ship petroleum products, chemicals, coal, and steel down the Rhine river skyrocketed 400% in the last two months as water levels plummeted, as Bloomberg columnist Javier Blas pointed out. Economists warned the German broadcaster DW this week that the Rhine’s low levels could slash as much as 0.2% off Germany’s entire economic output in the third quarter of this year. It’s a stark reminder of what Heatmap contributor Hazel Southwell wrote back in 2023: Economies aren’t ready for rivers to dry up.

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    Politics

    Exclusive: Over 530 Local Laws Now Seek to Ban or Restrict Data Centers in U.S.

    The overwhelming majority of the ordinances were enacted this year, a Heatmap Pro review shows. They’re helping to drive an unprecedented surge of data center cancellations.

    Local laws restricting or banning data centers.
    Heatmap Illustration | Unsplash

    America’s data center backlash is gaining steam.

    Anti-data-center protesters briefly interrupted President Trump’s speech at a General Motors facility in Michigan earlier this week. A day later, the country music legend Willie Nelson called on Americans to “fight against data centers invading our land.”

    Washington has yet to pass major data center regulation. But the backlash is already reshaping local zoning and land use codes across the country, according to an extensive review of public records conducted by Heatmap Pro. A surge of new restrictions and bans have killed dozens of proposed data centers this year.

    More than 500 counties or municipalities now actively restrict or block new data centers, according to the review. This tally includes only the most severe constraints — such as steep setback requirements, impossible noise limits, or outright bans on permit approvals — that all but forbid the construction of a data center.

    The overwhelming majority of these restrictions have been enacted since the beginning of the year. Nearly 190 have been passed since June 1.

    The pace of moratoriums is “accelerating,” Peter Freed, a founding partner at the Near Horizon Group and the former director of energy strategy at Meta, told me.

    Broadly, these new local restrictions seem to be succeeding. More than 50 data centers have been canceled so far this year after facing local pushback of some kind, according to a Heatmap Pro review of press accounts, public records, and project cancellations.

    That’s more than twice as many projects as were canceled under similar circumstances in all of 2025, according to our data. Eight projects were canceled in July alone.

    Ominously for developers, the rate of projects facing cancellations seems to be increasing over time.

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    AM Briefing

    Uncommon Wealth

    On ‘precariously low’ oil stockpiles, China’s ammonia milestone, and a PFAS destroyer

    Hundred dollar bills.
    Heatmap Illustration | Unsplash

    Current conditions: The wildfires in France and Europe are slowing, but three firefighters have died and the looming heat wave could bring yet more disaster • New York and New Jersey are facing flash floods as a storm system makes its way across the Northeast United States • Days of thunderstorms are causing floods across Vientiane, Laos’ sprawling capital.

    THE TOP FIVE

    1. Commonwealth Fusion Systems raises another $1 billion

    Last month, I toured Commonwealth Fusion Systems’ headquarters in small-town central Massachusetts. The place was abuzz in activity. On the factory floor side, workers were assembling the magnets needed to ultimately form the torus-shaped reactor — think a giant doughnut with an interior that curves like the core of an apple — called the tokamak. On the actual reactor side, SPARC — the prototype that CFS expects will make history next year as the first private enterprise and only tokamak to ever generate more energy that it took to start the fusion reaction — was starting to look like a functional machine from my view on a second-story walkway overlooking the sterile assembly room. The old joke that fusion is the energy source of tomorrow — and always will be — certainly didn’t ring as funny now. I’ll tell you who isn’t laughing: All the new investors that just poured another $1 billion into CFS. The company announced its latest funding round early this morning, which brings the startup’s total fundraising since its launch as a spinout from the Massachusetts Institute of Technology in 2018 to $4 billion. CFS now accounts for 30% of all the private capital that has flowed into fusion. What distinguishes this round, my colleague Katie Brigham wrote, is that the money is coming from a bunch of institutional investors, such as pension funds and sovereign wealth funds, rather than venture capitalists. On a call with reporters this week, CFS’s newly-named chief financial officer, Lorence Kim, said it’s the first-time institutional investors comprised the majority of the new funding. When I asked the company’s spokeswoman for a percentage estimate breaking down the new versus old investors in this round, she declined to comment. Kim cautioned that the funding isn’t the kind of capital you raise before launching on a stock market. But his hire is notable. The former Goldman Sachs banker famously helped take the pharmaceutical giant Moderna public and held the top financial role through the start of the Covid-19 pandemic.

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