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AM Briefing

Blizzard Blackout Hits More Than Half a Million Homes

On geoengineering, Boston Metal’s setback, and French fusion

A power worker.
Heatmap Illustration/Getty Images

Current conditions: The sun is coming out as New York City digs out of nearly two feet of snow, but temperatures are set to drop by 5 degrees Fahrenheit and more snow is forecast later this week • Floodwaters destroyed a major bridge in Migori, near Kenya’s shore of Lake Victoria, as rain continues every day this week across the country • The Solomon Islands are hunkering down in thunderstorms all week.


THE TOP FIVE

1. More than half a million U.S. households lost power during the blizzard

A blizzard scene from New York City.Craig T Fruchtman/Getty Images

Electricity went out in more than 600,000 U.S. homes and businesses during the blizzard that pummeled the Northeast with two feet of snow. Massachusetts suffered the worst of the blackout, with nearly 300,000 customers still disconnected as of Monday night. New Jersey and Delaware trailed behind with more than 50,000 households each. In a show of the bicoastal nature of America’s grid fragility, intense winds in California also knocked out power lines and plunged tens of thousands more homes into darkness. Heavy snows put travel bans in effect across five states, but temperatures remained just above freezing in broad swaths of the country’s most densely populated region.

Winter Storm Fern, the Arctic weather that hit the Northeast at the end of last month, took out power for more than 1 million U.S. households, as I reported at the time. That’s due in part to the frigid air. As Heatmap’s Jeva Lange and Matthew Zeitlin wrote recently: “Put simply, cold temperatures stress the grid. That’s because cold can affect the performance of electricity generators as well as the distribution and production of natural gas, the most commonly used grid fuel. And the longer the grid has to operate under these difficult conditions, the more fragile it gets. And this is all happening while demand for electricity and natural gas is rising.”

2. The Supreme Court agrees to hear Exxon Mobil’s bid to kill Colorado climate lawsuit

The Supreme Court added just one new case to its oral argument docket upon returning Monday from its winter recess. The nation’s highest court has agreed to review a ruling by the Colorado Supreme Court in a case in which the oil and gas industry challenged Boulder County’s legal right to sue fossil fuel producers for damages from the effects of climate change under state law on the grounds that the companies knowingly destabilized the planet’s weather systems. In a lawsuit backed by Exxon Mobil, the Canadian fuel refiner Suncor Energy argued that the issues Boulder’s county commission cited in its suit fall under the federal government’s jurisdiction, thereby invalidating the basis for the litigation. While Colorado’s highest court said it aimed to “express no opinion on the ultimate viability of the merits of” Boulder’s claims when it rejected oil companies’ argument in 2023, the justices wrote that they believed the industry case boiled down to an argument that “a vague federal interest over interstate pollution, climate change, and energy policy must preempt Boulder’s claims.”

Heatmap’s Emily Pontecorvo laid out the stakes like this: “The case is arriving at the nation’s highest court in a particularly fraught moment for climate regulation. The Supreme Court ruled back in 2007 that the EPA had authority to regulate greenhouse gases under the Clean Air Act, preventing states from creating a patchwork of their own emissions rules.” The case has come before the Supreme Court five times already, according to SCOTUSblog.

3. New effort focused on geoengineering governance launches with NRDC backing

Once derided as a “false solution” that posed grave risks across human endeavors — even to the scientific process itself — environmental advocates have begun quietly to embrace the need at least study what technologies to artificially cool the planet might do now that a private geoengineering industry is rapidly emerging. (To brush up, re-read all the context my colleague Robinson Meyer wove into his scoop last year on a leading geoengineering startup raising its first major financing round.) Now the Natural Resources Defense Council is officially taking geoengineering seriously. Alongside three other partners, the green group launched a new project Tuesday morning to coordinate research governance on solar radiation management, the controversial suite of technologies that largely involve spraying reflective aerosols into the atmosphere to reflect the sun’s energy back into space.

Dubbed the Solar Geoengineering Research Governnance Platform, the project “will provide shared, voluntary tools that help research institutions demonstrate how decisions are made, risks are managed, and public concerns are addressed.” The NRDC said laboratory and university partners would be unveiled in upcoming announcements. “Solar geoengineering research is advancing faster than governance systems can keep pace,” Alliance for Just Deliberation on Solar Geoengineering executive director Shuchi Talati, a nonprofit that’s part of the new effort, said in a statement. “The goal is to carefully co-develop thoughtful, practical governance tools before research expansion narrows public choice.”

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4. Clean energy finance split in two last year

Despite a storm of tariffs and seachanges in federal policy, clean energy finance in 2025 “proved less fragile than the year’s headlines suggested.” That’s the conclusion of a new year-end report Heatmap’s Matthew Zeitlin wrote up this morning by Crux Climate, the low-carbon fintech startup. “AI investment, data center development, delayed interconnection, and energy affordability reinforced the underlying investment case in 2025 for projects that could deliver power and reliability quickly and predictably,” the report found. “In this environment, clean energy and capital markets were remarkably resilient.” Investors gave out more capital than ever, but the market split. One on side, you had smaller developers, manufacturers, and biofuels companies that saw overall declining investment. On the other, you had soaring power investment.

The green steel startup Boston Metal, meanwhile, is cutting jobs after suffering what Canary Media called “a major setback.” The company said it had experienced an “unforeseen critical equipment failure” at its manufacturing plant in Brazil. While the incident was “fully contained, with no injuries or environmental impact,” the equipment damage prevented the startup from hitting an operational milestone needed to unlock a pending financial deal. As a result, “we lost access to committed capital essential to supporting our operations in both Brazil and the U.S.” Boston Metal is now laying off 71 employees in the U.S., amounting to nearly a quarter of its global workforce.

5. Amazon invests $12 billion in Louisiana data centers

Amazon plans to pump $12 billion into new data center campuses in Louisiana, the company announced Monday. The push will create 540 full-time data center jobs and the tech giant will invest “up to $400 million in local water infrastructure” for the facilities. In a press release, the company pledged to pay for its own energy and utility infrastructure, and provide a $250,000 community fund to help support science education.

At least 25 data centers were abandoned last year following local opposition, according to a Heatmap Pro review that Rob wrote about last month. Data center fights, our colleague Jael Holzman wrote in November, are “swallowing American politics.”

THE KICKER

Leave it to France to punch above its weight in nuclear energy. Last week, the WEST tokamak reactor at the French Commission of Atomic and Alternative Energies’ Cadarache laboratory broke a record in fusion energy. The reactor held a hot plasma for 1,337 seconds, slightly over 22 minutes. That beat the previous record set by a Chinese fusion facility weeks earlier by 25%. “WEST has achieved a new key technological milestone,” Anne-Isabelle Etienvre, the commission’s director of fundamental research, said in a statement. “Experiments will continue with increased power. This excellent result allows both WEST and the French community to lead the way for the future” large-scale experiments at the ITER international fusion research project.

Editor’s note: This story has been updated to correct the description of the Solar Geoengineering Research Governnance Platform, including the group’s name and purpose.

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AM Briefing

Keeping It in the Neighborhood

On rare earth recycling, Africa’s solar boom, and Thailand’s LNG addiction

Donald Trump.
Heatmap Illustration/Getty Images

Current conditions: Tropical Storm Dolly formed in the Atlantic and is heading toward the Caribbean, threatening the Lesser Antilles with heavy rains and winds • Temperatures topped 110 degrees Fahrenheit in Las Vegas as the heat heads east to the Mississippi Valley • In Nepal, survivors of the catastrophic flood near the border with Tibet are swimming in debris-laden waters to fish out fuel cans as supplies run short.


THE TOP FIVE

1. Trump’s latest deal to kill an offshore wind project benefits a GOP donor

Earlier this month, the Trump administration brokered yet another deal to pay a developer to, as Heatmap’s Robinson Meyer put it bluntly, “not build wind farms.” The German energy giant RWE took the $1.2 billion deal to kill off three already-stalled projects in New York and New Jersey. Turns out the bulk of that will go to a billionaire who owns a mansion on a private island in Florida near President Donald Trump’s Mar-a-Lago estate, and who personally donated nearly $1 million to the president’s inaugural committee. On Thursday, The Washington Post reported that the roughly $900 million from the settlement that RWE pledged to invest into liquified natural gas would go to a facility under construction by the company founded and run by Michael Dorrell, an Australian native with U.S. citizenship who has boasted of hobnobbing with his neighbor, the president. The White House said it had nothing to do with RWE’s decision to invest in the project, and called the newspaper’s story “a brazen attempt to insinuate a conflict-of-interest that does not exist.” But Representative Jared Huffman of California, the top Democrat on the House Natural Resources Committee, said “fake ‘settlements’” that “were already an insane waste of taxpayer funds and a ridiculous charade that seems to be blatantly illegal” now also carry “the stench of corruption.”

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Blue
Climate Tech

Exclusive: Marathon Fusion Achieves Reactor Fuel Breakthrough

The seed-stage startup is eyeing a Series A after successfully enriching lithium and hydrogen isotopes.

An atom.
Heatmap Illustration/Getty Images

While most coverage of the buzzy fusion energy industry — including my own — tends to focus on the startups promising to build commercial reactors within the next decade, a whole host of supporting industries will also need to mature in order to make that long-held scientific dream a reality. Isotope production is one of the biggest. No matter a company’s technical approach to fusion, it likely demands hydrogen and lithium isotopes — the former to fuel reactors, and the latter to breed more of that fuel.

That’s where Marathon Fusion comes in. The San Francisco-based seed-stage startup is developing isotope separation technology for two key purposes: recycling tritium — an extremely rare hydrogen isotope — from reactor exhaust so it can be reused as fusion fuel, and enriching lithium-6, which is needed to breed new tritium. On Thursday, the company announced that it succeeded in using its plasma centrifuge technology to enrich lithium-6 and hydrogen isotopes in the lab. (It can’t yet test the tech on actual tritium, which is expensive, radioactive, and tightly regulated by the Nuclear Regulatory Commission, so Marathon is validating its separation physics using the non-radioactive proxies deuterium and protium.) Marathon now plans to raise a Series A based on the results.

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AM Briefing

Catastrophe in Nepal

On transformers, solar repairs, and Bougainville’s mine drama

A destroyed bridge in Nepal.
Heatmap Illustration/Getty Images

Current conditions: Temperatures in Sicily and southern Italy are approaching 100 degrees Fahrenheit as a heat dome settles over the north-central Mediterranean • After pounding Okinawa and injuring two people on Japan’s remote southern islands, Typhoon Saudel is barreling west toward China • A geomagnetic storm known as a coronal hole could create a visible aurora from New York to Idaho, causing minor disruptions to technological devices such as GPS.


THE TOP FIVE

1. A catastrophic flash flood on the Nepali-Chinese border kills more than 330 people

The aftermath. Prabin RANABHAT / AFP via Getty Images

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Yellow