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AM Briefing

In a First, UN Climate Talks Address Critical Minerals

On Alaskan drilling, EPA cuts, and Eavor’s progress

A lithium mine.
Heatmap Illustration/Getty Images

Current conditions: Unseasonable warmth of up to 20 degrees Fahrenheit above average is set to spread across the Central United States, with the potential to set records • Scattered snow showers from water off the Great Lakes are expected to dump up to 18 inches on parts of northern New England • As winter dawns, Israel is facing summertime-like temperatures of nearly 90 degrees this week.


THE TOP FIVE

1. Trump opens half of an untouched Alaska reserve to drilling

The Department of the Interior finalized a rule last week opening up roughly half of the largely untouched National Petroleum Reserve-Alaska to oil and gas drilling. The regulatory change overturns a Biden-era measure blocking oil and gas drilling on 11 million acres of the nation’s largest swath of public land, as my predecessor in anchoring this newsletter, Heatmap’s Jeva Lange, wrote in June. The Trump administration vowed to “unleash” energy production in Alaska by opening the 23 million-acre reserve, as well as nearby Arctic National Wildlife Refuge, to exploration. By rescinding the Biden-era restrictions, “we are following the direction set by President Trump to unlock Alaska’s energy potential, create jobs for North Slope communities, and strengthen American energy security,” Secretary of the Interior Doug Burgum said in a statement, according to E&E News. In a post on X, Alaska Governor Mike Dunleavy, a Republican, called the move “yet another step in the right direction for Alaska and American energy dominance.”

The new rule is expected to face challenges in court.“Today’s action is another example of how the Trump administration is trying to take us back in time with its reckless fossil fuels agenda,” Erik Grafe, a lawyer with Earthjustice, an environmental nonprofit group, said in a statement to The New York Times.

2. In a first, UN climate talks address critical minerals

A cobalt mine in the Democratic Republic of the Congo. Michel Lunanga/Getty Images

For the first time in United Nations climate negotiations, countries attending the COP30 summit in Belém, Brazil, are grappling with the effects of mining the minerals needed for batteries, solar panels, and wind turbines, Climate Home News reported. In a draft text on Friday, a working group at the summit recognized “the social and environmental risks associated with scaling up supply chains for clean energy technologies, including risks arising from the extraction and processing of critical minerals.”

The statement came amid ongoing protests from Indigenous groups, including those from Argentina who warned that the world’s increased appetite for South America’s lithium reserves came at the cost of local water resources for peoples who have lived in regions near mining operations for millennia.

3. More than 2,600 EPA employees opt for mass resignation

Nearly one fifth of the Environmental Protection Agency’s workforce has opted into President Donald Trump’s mass resignation plan, according to new data E&E News obtained on Friday. As of the end of September, the EPA’s payroll included 15,166 employees, according to data released during the government shutdown, meaning that more than 2,620 employees accepted the “deferred resignation” offer.

Under Administrator Lee Zeldin, the EPA has advanced proposals that even the agency under Scott Pruitt, the top environmental regulator at the start of Trump’s first term, dared not attempt. Zeldin has moved to rescind the endangerment finding, which forms the legal basis for virtually all major climate regulations at the EPA. Zeldin even tried to kill off the popular Energy Star program for efficient appliances, but — as I wrote earlier this month — he backed off the plan.

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4. Eavor is preparing to launch its next-generation geothermal technology

The next-generation geothermal company Eavor is preparing to start up its debut closed-loop system at its pilot project in Germany, Think Geoenergy reported. The startup has stood out in the race to commercialize technology that can harness energy from the Earth’s molten core in more places than conventional approaches allow. While rivals such as Fervo Energy, Sage Geosystems, and XGS Energy, pursue projects in the American Southwest, Eavor focused its efforts on Germany, where it saw potential to tap into the lucrative district heating market. Eavor also developed special drilling tools that promised to shave “tens of millions” off the cost of digging wells. As I wrote here last month, the company just completed successful tests of its technology.

5. BlackRock launches a $2.3 billion data center venture with a Spanish firm

BlackRock’s Global Infrastructure Partners inked a deal with the Spanish construction company ACS to form a joint venture to develop roughly $2.3 billion worth of data centers. The 50-50 joint venture will consist of ACS’ existing data-center portfolio, including 1.7 gigawatts of assets under development in Europe, the U.S., and Australia. ACS is contributing its existing portfolio to the business, The Wall Street Journal reported, “in exchange for about 1 billion euros in cash and initial earnout payments of up to 1 billion euros” if the data centers hit certain commercial milestones. “Global demand for data centers is set to grow more than 15 times by 2035, driven by the expansion of AI, cloud migration, and the exponential rise in data volumes,” ACS CEO Juan Santamaria said.

THE KICKER

In a first, Swedish scientists have managed to successfully isolate and sequence RNA from an Ice Age wooly mammoth. Researchers at Stockholm University extracted the genetic information from mammoth tissue preserved in Siberian permafrost for nearly 40,000 years. The findings, published in the journal Cell, show that RNA, in addition to DNA and proteins, can be preserved over long periods of time. “With RNA, we can obtain direct evidence of which genes are ‘turned on,’ offering a glimpse into the final moments of life of a mammoth that walked the Earth during the last Ice Age. This is information that cannot be obtained from DNA alone,” Emilio Mármol, lead author of the study, said in a press release.

Editor’s note: This article has been updated to clarify the staff shrinkage at the EPA.

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The IBEW logo.
Heatmap Illustration/Getty Images

Building trades want to build.

This desire for more and better big projects has meant that unions representing construction workers, utility linemen, operating engineers, plumbers, pipefitters, and so on have spent past decade-plus ping-ponging between praise and exasperation toward major Democratic priorities, especially when it comes to climate and energy policy.

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AM Briefing

Nuclear’s Near-Term Fix

On Indonesia’s climate win, hacking renewables, and John Cena’s ad

Google headquarters.
Heatmap Illustration/Getty Images

Current conditions: A tropical rainstorm in the southwestern Gulf of Mexico, likely strengthening into what would become Tropical Storm Isaias, is poised to dump rain on the southeastern United States and may become the Atlantic’s first major hurricane of the year • Italy is bracing for a type of heavy rainstorm known as a nubifragio, set to soak Naples and Rome later this week • The Dome Fire in Yosemite National Park has burned about 7,000 acres, and officials determined it was sparked by humans.


THE TOP FIVE

1. Google inks a deal to uprate 11 of Constellation’s nuclear reactors

If you can’t wait a decade or more for a new Westinghouse AP1000 or one of the small modular reactors under development, your best bet to get more nuclear electricity is probably to upgrade an existing reactor to squeeze more power out of it, a process known as “uprating.” In February, the Department of Energy gave out its largest-ever loan to Southern Company to fund up to 6 gigawatts of uprates across the utility’s nuclear fleet. Last week, Amazon inked a 20-year deal with Constellation, the nation’s largest operator of nuclear reactors, to buy power from and uprate the Calvert Cliffs plant in Maryland. Google has now signed a deal with Constellation aimed at wringing out 890 megawatts of new power from 11 reactors across PJM Interconnection, the nation’s second-largest and arguably most stressed grid system. Asked whether the uprates are a sufficient replacement for building new reactors, Raiford Smith, Google’s head of power and energy for the cloud, said there was plenty of demand to go around. “New data centers are coming on at a gigawatt a clip,” he told me yesterday. “That means even with all the uprates, there’s still more to come.” Software giant Oracle also announced a deal last week to buy $300 million of nuclear power from a NextEra nuclear plant in Wisconsin to help fund its increased fuel costs.

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Podcast

The Tesla Alum Trying to Turn GM Into an American Battery Juggernaut

Rob talks with the U.S. auto giant”s VP of batteries and sustainability, Kurt Kelty.

A Denali EV.
Heatmap Illustration/General Motors

There are two big trends in the American battery sector at the moment. The first is that the electric vehicle market is deteriorating. GM, for instance, sold just 25,000 EVs in the third quarter of this year. Ford sold 6,000 EVs. Even the long-awaited return of the Chevy Bolt sold just 8,000 units — a small fraction of the vehicle’s already-limited production run. At the same time, the data center boom and the return of electricity growth is boosting batteries of all kinds not designed to power EVs.

Our guest today is in charge of navigating those opposing trends and figuring out what comes next. Kurt Kelty started his career at Panasonic in 1993, where he led the company’s battery research lab. He then went on to Tesla, helping to build the first Gigafactory. Since February 2024, he’s been vice president of battery and sustainability at GM. We talked about manufacturing generally, how the U.S. battery manufacturing sector should look, and how companies should be structured to compete globally, even though they’re making batteries for a mostly U.S. audience.

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