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On energy efficiency rules, Chinese nuclear, and Japan’s first offshore wind

Current conditions: Warm air headed northward up the East Coast is set to collide with cold air headed southward over the Great Lakes and Northeast, bringing snowfall followed by higher temperatures later in the week • A cold front is stirring up a dense fog in northwest India • Unusually frigid Arctic air in Europe is causing temperatures across northwest Africa to plunge to double-digit degrees below seasonal norms, with Algiers at just over 50 degrees Fahrenheit this week.

Oil prices largely fell throughout 2025, capping off December at their lowest level all year. Spot market prices for Brent crude, the leading global benchmark for oil, dropped to $63 per barrel last month. The reason, according to the latest analysis of the full year by the Energy Information Administration, is oversupply in the market. China’s push to fill its storage tanks kept prices from declining further. Israel’s June 13 strikes on Iran and attacks on oil infrastructure between Russia and Ukraine briefly raised prices throughout the year. But the year-end average price still came in at $69 per barrel, the lowest since 2020, even when adjusted for inflation.

The price drop bodes poorly for reviving Venezuela’s oil industry in the wake of the U.S. raid on Caracas and arrest of the South American country’s President Nicolás Maduro. At such low levels, investments in new infrastructure are difficult to justify. “This is a moment where there’s oversupply,” oil analyst Rory Johnston told my colleague Matthew Zeitlin yesterday. “Prices are down. It’s not the moment that you’re like, I’m going to go on a lark and invest in Venezuela.”
The Energy Department granted a Texas company known for recycling defunct tools from oil and gas drilling an $11.5 million grant to fund an expansion of its existing facility in a rural county between San Antonio and Dallas. The company, Amermin, said the funding will allow it to increase its output of tungsten carbide by 300%, “reducing our reliance on foreign nations like China, which produces 83%” of the world’s supply of the metal used in all kinds of defense, energy, and hardware applications. “Our country cannot afford to rely on our adversaries for the resources that power our energy industry,” Representative August Pfluger, a Texas Republican, said in a statement. “This investment strengthens our district’s role in American energy leadership while providing good paying jobs to Texas families.”
That wasn’t the agency’s only big funding announcement. The Energy Department gave out $2.7 billion in contracts for enriched uranium, with $900 million each to Maryland-based Centrus Energy, the French producer Orano, and the California-headquartered General Matter. “President Trump is catalyzing a resurgence in the nation’s nuclear energy sector to strengthen American security and prosperity,” Secretary of Energy Chris Wright said in a press release. “Today’s awards show that this Administration is committed to restoring a secure domestic nuclear fuel supply chain capable of producing the nuclear fuels needed to power the reactors of today and the advanced reactors of tomorrow.”
Low-income households in the United States pay roughly 30% more for energy per square foot than households who haven’t faced trouble paying for electricity and heat in the past, federal data shows. Part of the problem is that the national efficiency standards for one of the most affordable types of housing in the nation, manufactured homes, haven’t been updated since 1994. Congress finally passed a law in 2007 directing the Department of Energy to raise standards for insulation, and in 2022, the Biden administration proposed new rules to increase insulation and reduce air leaks. But the regulations had yet to take effect when President Donald Trump returned to office last year. Now the House of Representatives is prepared to vote on legislation to nullify the rules outright, preserving the standards set more than three decades ago. The House Committee on Rules is set to vote on advancing the bill as early as Tuesday night, with a full floor vote likely later in the week. “You’re just locking in higher bills for years to come if you give manufacturers this green light to build the homes with minimal insulation,” Mark Kresowik, senior policy director of the American Council for an Energy-Efficient Economy, told me.
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The newest reactor at the Zhangzhou nuclear station in Fujian Province has officially started up commercial operation as China’s buildout of new atomic power infrastructure picks up pace this year. The 1,136-megawatt Hualong One represents China’s leading indigenous reactor design. Where once Beijing preferred the top U.S. technology for large-scale reactors, the Westinghouse AP1000, the Hualong One’s entirely domestic supply chain and design that borrows from the American standard has made China’s own model the new leader.
In a sign of just how many reactors China is building — at least 35 underway nationwide, as I noted in yesterday’s newsletter — the country started construction on two more the same week the latest Hualong One came online. World Nuclear News reported that first concrete has been poured for a pair of CAP1000 reactors, the official Chinese version of the Westinghouse AP1000, at two separate plants in southern China.
Back in October, when Japan elected Sanae Takaichi as its first female prime minister, I told you about how the arch-conservative leader of the Liberal Democratic Party planned to refocus the country’s energy plans on reviving the nuclear industry. But don’t count out offshore wind. Unlike Europe’s North Sea or the American East Coast, the sharp continental drop in Japan’s ocean makes rooting giant turbines to the sea floor impossible along much of its shoreline. But the Goto Floating Wind Farm — employing floating technology under consideration on the U.S. West Coast, too — announced the start of commercial operations this week, pumping nearly 17 megawatts of power onto the Japanese grid. Japanese officials last year raised the country’s goal for installed capacity of offshore wind to 10 gigawatts by 2030 and 45 gigawatts by 2040, Power magazine noted, so the industry still has a long way to go.
Beavers may be the trick to heal nature’s burn scars after a wildfire. A team of scientists at the U.S. Forest Service and Colorado State University are building fake beaver dams in scorched areas to study how wetlands created by the dams impact the restoration of the ecosystem and water quality after a blaze. “It’s kind of a brave new world for us with this type of work,” Tim Fegel, a doctoral candidate at Colorado State, who led the research, said in a press release.
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Senator Martin Heinrich’s new bill, which would make it easier to hook up new power plants in much of the U.S., is an encouraging sign for bipartisan permitting reform.
An important part of a bipartisan permitting reform deal may be falling into place.
Senator Martin Heinrich of New Mexico introduced a bill on Thursday that would make it easier for new power plants to hook up to electricity markets across the country.
The legislation, which applies to all types of generation, would allow new power plants to connect to the grid without waiting for the arduous technical studies — and without paying the exorbitant equipment upgrade fees — now required in much of the country.
Instead, the bill would let power plants opt into a much faster safety study and offer what it cheekily dubs “basic access service for energy-only delivery” — that is, BASED service — to the local electricity market.
A similar approach is already used in Texas, which has added more new generation than any other U.S. power market in recent years. In effect, Heinrich hopes to bring that cheaper, faster, and more laissez-faire method to the rest of the country.
“As electricity demand grows, we need to find better, faster ways to add more affordable, reliable power to the grid,” Heinrich said in a statement. “Right now, unnecessary delays are slowing projects that could help lower energy costs and deliver the low-cost energy we need.”
Outside experts have pushed for wider adoption of Texas’s approach, which is dubbed “connect and manage,” for some time. Although Heinrich’s proposal would apply to all kinds of power plants, Texas has been particularly successful at bringing new solar, battery, and natural gas power plants online in recent years — and it has done so while keeping connection costs lower than other markets.
“We’re seeing the success of the free market in Texas,” Sarah Toth Kotwiss, an electricity researcher at the energy and climate think tank RMI, told me, noting the state has added far more generation in recent years than much bigger and more populous U.S. grid zones. “They’re leading the way, and replicating that free market attitude could go a long way in the rest of the U.S.”
More broadly, the proposal is the kind of legislation that would slot into the bipartisan permitting package expected later this year — and as soon as next month. Heinrich’s proposal may be a sign that the senator, the ranking Democratic member of the natural resources committee, takes the prospect of reaching a deal seriously.
Across much of the country, a new power plant can only connect to the power grid after the local grid operator completes what’s called an “interconnection study” — an intensive technical account of how that new plant will affect the overall system.
These studies examine a slew of worst-case scenarios, simulating how the plant would behave at full capacity under extremely congested grid conditions, such as during a heat wave. The new plant’s developer is then required to pay for the grid and transmission line upgrades that would allow their project to run at full blast at those moments of maximum stress.
In theory, that approach maximizes the amount of money a developer can make on a new power plant. But because the grid is a big, interconnected system, that method can cause long delays and rippling costs in practice. In one case, a new 300-megawatt plant in North Dakota near the Canadian border could not start operating until it paid nearly $3 million to upgrade power lines and transformers in Missouri — more than 1,000 miles away.
And because interconnection studies try to model a proposed power plant’s influence on the power grid for years into the future, a single cancellation can have a cascading effect. When a power plant pulls out of the interconnection queue, every project in line behind it sometimes needs to be studied again, causing delays and costs to spiral even further.
In one famous example, a solar and battery plant in Maryland was initially told that it needed to pay for $1.25 million to connect to the local grid. But after a series of cancellations and new rounds of study, that figure was revised — to nearly $72 million. The solar project got shelved.
While interconnection queues used to be relatively quick, the process of hooking up a new power plant to the grid can now regularly take eight years, Kotwiss said.
As I discussed with the electricity researchers Tyler Norris and Claire Waymer on Heatmap’s podcast Shift Key in 2024, these lengthening wait times have changed how power plant developers behave. Many developers now “spam the queue,” filing study requests for any project that they could ever conceivably want to build. That has led delays to spiral even further.
The end result of all this spamming is that the total capacity of power plants asking to connect to the grid now exceeds the size of the U.S. grid itself. At the end of 2025, more than 2,000 gigawatts of new generation or storage projects were waiting in interconnection queues, according to the Lawrence Berkeley National Lab. The country’s operating power plant fleet is only about 1,400 gigawatts.
To be clear, most of those proposed projects will never be built — they are hypothetical queries submitted by developers who are trying to claim a place in line. Yet even switching on a small set of plants could transform the power grid.
These long wait times aren’t the norm in Texas. In the Lone Star state, it takes less than four years to bring a new plant online.
That’s because new power plants in Texas can hook up to the grid — and start generating power — as soon as the local grid operator completes a more rudimentary engineering and safety study. Then during moments of peak grid congestion, power plants must curtail their own generation, reducing their electricity production to the level that the overall grid can support. While this means that a given solar farm or natural gas plant might not run at full bore all the time, the overall approach gets that plant up and running much sooner, allowing it to sell energy into the grid during most of the year.
Heinrich’s law would order electricity markets and grid operators to make this faster option available to new power plants across the country. It would let power plants opt into receiving a much simpler and faster study, one that checks only that adding the new power plant will be safe for the immediate grid.
A power plant that opts into the new BASED service would still have the option of entering the traditional interconnection queue. Doing so would let it eventually increase its operation over time, paying for grid upgrades so that it can participate in capacity markets and other auctions.
Expanding Texas’s approach to other states could help cut costs for electricity consumers by bringing more energy onto the market faster, Kotwiss said. Even in complicated power markets that include additional auctions — for capacity, for instance, or reliability — energy still makes up most wholesale costs.
It could also help ease the strains on the grid — especially in congested regions like the Mid-Atlantic — caused by artificial intelligence data centers and new factories.
The Texas-inspired technique could help the solar and battery industries, because it keeps a given project’s upfront expenses low and allows those technologies’ low costs to dominate their economics. Solar has boomed in Texas in recent years, and the state now has more utility-scale solar installed than California does.
But the BASED approach would likely help natural gas plants and other forms of newer, cheaper generation, too, because it strengthens new entrants as compared to incumbents. Jacob Mays, a Cornell engineering professor, has studied how slow and wonky interconnection queues can prevent electricity markets from functioning well. The existing interconnection approach used in most of the country “amounts to a significant barrier on new entry to new generation,” he told me, and it has “some anticompetitive impacts.”
Heinrich has said that he plans on introducing more electricity system reforms soon, including a bill to push utilities to adopt technologies that get more capacity out of their existing equipment.
I think it’s an encouraging sign for permitting reform advocates that ranking Senate Democrats are advancing these kinds of technology-neutral power market bills. An eventual deal will likely ultimately rest on Democrats’ willingness to support policy like this — and whether they can strike a deal with Republicans to rewrite parts of long-standing environmental or permitting laws, including the National Historic Preservation Act and Clean Water Act.
But just as importantly, it will depend on Republicans — and the White House — reining in President Trump’s powers to kill energy projects by fiat. With this bill, Democrats are suggesting they’re willing to be, well, a little BASED. Whether the president will join them remains to be seen.
Your mileage may vary — but you’ll probably want to keep the outdoor runs to a minimum.
I became a runner in the spring of 2020. My run streak was my sourdough starter. Those were the Wild West days of respiratory spray warnings, when I’d get dirty looks from strangers even if I passed them while wearing my Under Armour running mask. But I wasn’t about to let a deadly pandemic — much less the wildfire smoke that descended on New York that fall — get in the way of logging my miles.
These days, I am at least a little bit older and wiser. I’ve also learned a lot about wildfire smoke in the interim — how it kills more than 20,000 people in the U.S. every year, how there’s a lot of freaky stuff in it that you don’t want in your body, and how there’s no safe threshold for exposure. But while it’s clearly a bad idea to go for a run right now if you live in Milwaukee, where the air is literally yellow due to the fires in Minnesota and Ontario, it’s maybe less clear if you’re somewhere where the AQI is still only moderate or “unhealthy for sensitive groups.” Do you really, actually need to skip your run in those conditions? Can you just go to the gym instead?
At the end of the day, everyone should make decisions based on their own risk tolerance. But John C. Quindry — a professor of integrative physiology and athletic training at the University of Montana, who described his team as “first to the party” when it comes to understanding the risks of exercising in the smoke — said his research shows that not only is exercising in the smoke hazardous to otherwise healthy individuals, there’s also a class of people for whom it might be extra dangerous, and they might not even know it.
Our conversation has been edited and condensed for clarity.
Why is exercising in the smoke worse than, say, commuting in the smoke?
If you exercise, you take more breaths per minute, and you take deeper breaths, so the total volume of air you breathe at a given time is greater.
Inhaling wildfire smoke is sometimes compared to smoking cigarettes. Some back-of-the-envelope math puts a run in Chicago this morning at the equivalent of smoking a couple of cigarettes, which sounds pretty minimal. Why take this seriously?
We don’t know for sure that when you exercise outside, it’s equivalent to, in this case, smoking a couple of cigarettes or a pack. We’ve been working for years trying to actually figure out how bad it is, and we just don’t know.
One of the things that complicates this is that not all smoke is created equal. Wildfire smoke in the West is different from wildfire smoke east of the Mississippi, where there are many different types of vegetation. And separately, if a wildfire consumes a house and all the plastics, organic solvents, and things in the roof, that’s certainly worse than just biomass burning — and that is all separate from cigarette smoke. So the chemicals that you inhale are part of it; it’s not just the particulate.
I don’t think it’s inappropriate to say we know how much particulate a filtered cigarette is going to deliver on a puff-by-puff basis and try to equate it to inhaling wood smoke or being downwind of a fire event. Those back-of-the-envelope calculations can make it one-to-one. But what is the impact on health? We don’t know.
Going back to something you said, is smoke in the West or East worse? Why?
We don’t really know, and one reason is that smoke that starts in the West goes east. There are some really good studies that look at the rates of emergency room visits and deaths downwind of fires. You can apply some pretty fancy math, and it’s clearly demonstrated by multiple research groups that whatever the source of the smoke is, there are people who are extra sensitive to it, and they show up in the emergency room more frequently. Tragically, to a smaller degree, they also occasionally die more frequently.
But if we put those data aside and say, “What does the smoke look like from Western biomass versus Eastern biomass?” We know the Western biomass, at least this time of year, is much drier. And when it’s dry, it tends to burn a little “cleaner,” which is to say, if you were to take a certain number of grams of pine wood — which burns fairly cleanly — how much PM 2.5 do you get? You’re going to get a higher PM 2.5 from wet wood. That’s the effect when you start to move to the middle or eastern part of the country. Deciduous trees, even when they’re dry, put out more PM 2.5 unit by unit.
Now, is that worse for the body in the short or long term? We really don’t know. Once you breathe in the smoke, it’s pretty easy to measure what’s in the blood: You just take a blood sample before and after the exposure. You can try to gauge how bad the smoke is by looking at what appears in the blood. Do you get oxidative stress? Do you get inflammation? Is there something else there? Has it changed metabolism?
We also look at exhaled breath condensate. It’s the immune cells, which are the first line of defense when you’re exposed to particulates, that are really sounding the alarm. In some people, that alarm gets sounded more than in others. So we’ve been trying to figure out what are these subtle but important biochemical and physiologic signals? How do they go together? They tell us how bad the smoke is, but it’s taken us years to unfold this story.
I saw in your 2025 study that half of your participants had a heightened response to physiological stress, and that you selected them for that reason. I was hoping you could tell me what a “heightened response to physiological stress” means and why it was important to include those candidates.
This is critical. Let me give you the backstory. When we would do these studies, we would put participants in the lab and burn Western locally sourced pine dried out to 15% humidity. We’d burn it carefully, measure the dose of PM 2.5, and have people breathe it in. We’d conduct studies before and after exercise, whether on a bike or a treadmill, and we varied the intensity and duration. And we didn’t find very much when we looked at the blood and exhaled breath condensate for how well the blood vessels constrict or how reactive the body’s autonomic nervous system was in controlling cardiovascular function. We’d find subtle changes, but statistically speaking, we could never really draw firm conclusions.
But we would notice that, on a person-by-person basis, there would be notable spikes in what we were looking at. We’d see, “Oh, these three or four people really seem to have this notable response, and everybody else really didn’t.” We’d publish our studies and essentially say, “Yeah, we didn’t find much.” It was honest data, and people believe it when you publish negative data that says, “We went through that much trouble, we spent $100,000, and we found nothing.” But we found these people who were a little bit different than the others.
So we’d sit around and spitball. These were normal people, by the way; we were not taking asthmatics or people with [chronic obstructive pulmonary disease]. They were not diabetic. There are people we know full well will have an exaggerated response, and we didn’t look at any of them. We looked at what are called “apparently healthy people” — the people who go to the physician and are told nothing’s wrong with them.
My doctorate was not in exercise science; it was in biomedical science, from a medical school environment. Somewhere along the line, I was exposed to something called the cold pressor test. It has been around longer than both of us. Physicians 80 years ago would have somebody come into their lab or clinic, and they’d say, “Hey, we’re going to put your hand in a bucket of ice water for two minutes and see what that does to your blood pressure.” It almost sounds like a fourth-grade sleepover prank for the first kid to fall asleep.
But we started doing the test, and we took a pretty conservative approach, meaning that if we put someone’s hand in the ice water and their systolic blood pressure — that’s the top number, 120 over 80 is sort of the high end for good blood pressure — and if their systolic number went to at least 20 millimeters of mercury, then we call them cold pressure test positive, or CPT positive.
None of these were people who were hypertensive. They had normal blood pressure. Nothing was wrong with them as far as their medical team could observe. But how many of these [CPT positive] people are sitting around? If you take the average population, 10% to 15% will be cold pressor test positive. We don’t necessarily know if this is a bad thing. It may be contextual, but these are people we can verifiably measure with something as simple as a blood pressure cuff and a bucket of ice water. You can verify their physiology is more reactive within a couple of minutes than someone else’s.
We suspected that if we took these people and then exercised them in the smoke, they would have an exaggerated response compared with people who weren’t CPT positive. And so that’s what we did, and that’s what we found.
That’s fascinating. So the practical takeaway is, unless you’ve done this test yourself, you don’t know if you’re one of these people who’s particularly reactive to wildfire smoke?
You have to always be careful that you don’t make big, broad, blanket applications from one study. We would need to confirm or refute it with additional studies, and that’s a matter of getting grant money and conducting those next-generation investigations.
But here’s something we can glean: We know that people who have an exaggerated response to a cold pressor test are more likely to have hypertension. And they’re more likely to have it earlier — instead of getting high blood pressure at 50, 60, or 70, they’re going to get it at 30 or 40. We know they’re more likely to eventually suffer from heart failure; it seems to develop more in people who have this sort of reactive response. While the cold pressor test response is not predictive in and of itself of anything — future diabetes, heart failure, heart attacks, hypertension, none of that — people with all of those conditions are more likely to be cold pressor test positive.
The way I would take it is, if you are somebody who is not in great health, isn’t fit, or if you have creeping blood pressure or a family history of heart disease, blood pressure, or metabolic derangement like diabetes, you are the kind of person who needs to be a little bit more careful [in the smoke].
Is there an air quality level at which you would tell a young, healthy person “Don’t go for your morning run?”
An educated guess is the best we can do right now. Every study is a brick in the bigger metaphorical wall of understanding this. What we can say is: If you are young and apparently healthy, the threshold would be maybe even up into the “unhealthy for sensitive groups” number. They’re probably okay. But then again, how hard are they working? How long are they outside? If you’re working very hard, your ventilatory rate is much, much higher. And how long are you staying out? What is the long-term impact year after year?
There are epidemiologic studies that can demonstrate that if you’ve lived downwind from major wildfire events for decades, it’s going to impact your health. That’s not debated. But what is the short-term impact? We don’t know.
Indoor air pollution is a major issue during these events, too. Would you advise someone to skip the gym on a particularly smoky day?
When it’s smoky outside, it makes sense to say, “Let’s just stay indoors.” But then the question is, is some of that smoke getting indoors? Sure enough, it is. Then the question is, how much? And the answer is, it depends on the air handling systems in the building; how many people are coming in and out; whether the windows open; how many doors are there; are they left open; what are they using to heat and cool the place; do they have high-volume HEPA filtration; and are they changing that filtration?
But let’s dial back. We have two ends of a spectrum. You have a leaky building. Doors are open. Windows are open. Lots of people are coming in and out. In that scenario, the air inside is only about 20% or 30% better than the air outside. And that’s not very good.
But then let’s go to the other end of the spectrum, to a building that is being kept shut. They’re controlling who can come in and out, and there are two sets of doors to help buffer that. Which is better in a smoky situation? The places with the HEPA filtration, high-volume air turnover, and where they change the filters. But in that case, you’re still going to have 25% of that particulate matter inside, even if you can’t perceive that it’s there. That’s not good news.
What are the health risks? How can I protect myself? And will my plants be okay?
If you live anywhere near the Great Lakes or Mid-Atlantic (or certain parts of the Mountain West), odds are it’s smoky where you live. Wildfires raging in western Ontario are sending smoke cascading south and east across the U.S., prompting widespread air quality alerts affecting millions of Americans.
The good and — very bad — news is that we’ve been here before. Here’s a look back at some of Heatmap’s coverage from the summer of 2023, when smoke produced by forest fires in Quebec blanketed 128 million people in a murky haze and turned the New York City skyline an ominous shade of orange.
One day — even just one hour — of smoke inhalation can exacerbate pre-existing health conditions and increase an individual’s chance of premature death by 12%. To stay safe, Jeva Lange recommends avoiding prolonged outdoor exposure and masking up when you go outside.
Wildfire smoke is full of tiny pollutants that can leak into your apartment even when the windows and doors are sealed tight. That’s where air purifiers come in, Matthew Zeitlin writes.
Tinted skies are now a rare, remarkable event. But decades ago, before targeted policy interventions, this was everyday life for New Yorkers. Here’s Jeva with more on the legacy of the Clean Air Act.
Before you step out for a run, read Emily Pontecorvo’s guide to what the Air Quality Index is and isn’t telling you.
People should not inhale smoke because of its dangerous health effects. But plants, interestingly, may actually thrive. Allow Jeva to explain.