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AM Briefing

China Forms a 10-Nation Fusion Energy Alliance

On Beijing’s coal dip, Iran’s environmental ‘catastrophe,’ and Thanksgiving carbon footprint

A tokamok.
Heatmap Illustration/Getty Images

Current conditions: Winds of up to 30 miles per hour will threaten the balloons at Macy’s iconic Thanksgiving Day parade in New York • Lake-effect snow could cause whiteouts across the Great Lake region • Temperatures are set to soar to nearly 90 degrees Fahrenheit in Queensland and New South Wales, Australia.

THE TOP FIVE

1. China forms a 10-nation alliance to work on fusion energy

China has formed a fusion energy alliance with more than 10 countries to promote open science and encourage collaboration among international researchers to hasten the commercialization of electricity generated from what is effectively an artificial sun. At a launch event on Monday, Beijing unveiled the so-called Hefei Fusion Declaration, whose signatories include France, the United Kingdom, and Germany. “We are about to enter a new stage of burning plasma, which is critical for future fusion engineering,” Song Yuntao, vice president of the Hefei Institutes of Physical Science, said in a government press release.

The first fusion reaction to produce more energy than it took to spark occurred at the Lawrence Livermore National Laboratory in December 2022. Since then, billions of dollars have flowed into fusion energy research and a number of prominent companies have proposed building power plants harnessing the technology. As Heatmap’s Katie Brigham put it, it’s “finally, possibly, almost time for fusion.” But the U.S. risks losing its edge, according to a new report by the Congress-backed Commission on the Scaling of Fusion Energy. “While the United States has long been at the forefront of fusion research, the international competition is intensifying,” the report published last month concluded. “China, in particular, is rapidly advancing its fusion energy capabilities through massive state investments and aggressive technological development, narrowing the window for American leadership.”

2. Beijing is approving fewer new coal plants, too

A coal plant in Hanchuan, Hubei province, China.Photo by Getty Images

China’s emissions remained flat for another quarter in a row, continuing a downward trend that started last year, as I wrote here earlier this month. Backing up that data is new research from Greenpeace East Asia, which found that China approved just under 42 gigawatts of new coal-fired capacity nationwide in the first nine months of 2025. That may sound like a lot, but if the current pace continues, 2025 is on track to be the second-lowest year for approvals since the COVID-19 shock in 2021. It would also be the second consecutive year of decline. “China’s power-sector emissions peak is within reach as early as 2025. Yet maintaining momentum to curb coal approvals remains critical,” Gao Yuhe, Greenpeace East Asia’s Beijing-based project manager, said in a statement. “Clear policy signals to cap coal and boost renewables are essential to accelerate both the power sector and societal emissions peaks.”

In the U.S., meanwhile, the Environmental Protection Agency filed a motion late Monday evening asking the U.S. Court of Appeals for the District of Columbia Circuit to eliminate a Biden-era rule tightening limits on soot. The regulation, E&E News reported, was “predicted to save thousands of lives by tightening the exposure limit to a pollutant tied to a higher risk of strokes, lung cancer and other cardiovascular and respiratory diseases.”

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3. Despite tightening rules on offshore wind, Interior skips NEPA for offshore drilling

Since 1980, the Department of the Interior has run National Environmental Policy analyses on every five-year offshore drilling plan. But, as E&E News reported Tuesday, the agency’s Bureau of Ocean Energy Management called that step “discretionary” in its latest proposal. To justify the change, the Trump administration cited two past rulings from the U.S. Court of Appeals for the District of Columbia that rejected challenges to NEPA assessments of five-year plans.

It’s a striking dichotomy with how the administration has dealt with offshore wind, most easily communicated via the meme of Shaquille O’Neal sleeping in one frame and awake with eyes ablaze in the next. Environmental damage from offshore oil and gas drilling? “I sleep,” as the meme goes. Environmental damage from offshore wind turbines? Now that, as I have written in this newsletter, has the Trump administration’s attention.

4. Iran’s president says the nation’s capital must move due to ecological strain

Iran “no longer has a choice” but to move its capital city as ecological strain on Tehran’s water and land make the metropolis impossible to sustain. In remarks carried on state media Thursday, Iranian President Masoud Pezeshkian said the government had “no option” but to consider an alternative city for the capital. “When we said we must move the capital, we did not even have enough budget,” he said, according to the London-based news service Iran International, which broadcasts in English and Farsi. “If we had, maybe it would have been done. The reality is that we no longer have a choice; it is an obligation.” As the capital sinks by near one foot per year and water supplies shrink, Tehran faces “catastrophe” and “a dark future,” he said. “Protecting the environment is not a joke. Ignoring it means signing our own destruction.”

Tehran wouldn’t be the only major city on the move. Indonesia is designing a new capital in Borneo called Nusantara to replace Jakarta, which is also slowly sinking.

5. Tesla co-founder’s battery-recycling startup fires dozens

Redwood Materials, the battery recycling startup led by Tesla co-founder JB Straubel, has cut dozens of workers as the company scales back some of its projects to focus on tapping into demand for grid-scale batteries, Bloomberg reported Tuesday. The layoffs took place this month and were spread across the company, amounting to up to 6% of the total workforce. Redwood is now focusing on repurposing old batteries for the grid and extracting critical minerals from scrapped power packs.

THE KICKER

Here’s a statistic for the vegetarians to whip out on Thanksgiving: A 16-pound turkey has a carbon footprint as big as the gravy, cranberry sauce, mashed potatoes, rolled biscuits, and apple pie combined, research from Carnegie Mellon University found. Before you go off starting a fight with your truck-driving, meat-loving uncle, the scientists noted that, “compared to all the environmental lifestyle decisions that an American family could make, these are very, very small potatoes.” I wish you all a happy and peaceful Thanksgiving holiday.

Green

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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