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AM Briefing

Trump Loses on Offshore Wind Twice This Week

On a Trump’s PJM push, Ford-BYD tie-up, and the Mongolian atom

Donald Trump.
Heatmap Illustration/Getty Images

Current conditions: New Orleans is expecting light rain with temperatures climbing near 90 degrees Fahrenheit as the city marks the 20th anniversary of Hurricane Katrina • Torrential rains could dump anywhere from 8 to 12 inches on the Mississippi Valley and the Ozarks • Japan is sweltering in temperatures as high as 104 degrees.

THE TOP FIVE

1. Trump will force tech companies to pay for new power in PJM

President Donald Trump struck a deal with the governors of Northeast states such as Maryland, Virginia, and Pennsylvania to direct the nation’s largest grid operator to hold an emergency power auction that will force technology giants to pay for the construction of new power plants, according to Bloomberg. The effort, set to be announced Friday, will urge PJM Interconnection to hold a reliability power auction giving tech companies and data center hyperscalers the chance to bid on 15-year contracts for new electricity generation, according to Bloomberg. If it works according to plan, Bloomberg notes, “it could be mammoth in scale, delivering contracts that would support the construction of some $15 billion worth of new power plants.”

The move comes days after Trump teased forthcoming reforms on Truth Social in which he said companies would be encouraged to build their own generation, as I wrote earlier this week.

2. Empire Wind is back on

A federal court lifted President Donald Trump’s stop-work order on the Empire wind project off the coast of New York, marking the administration’s second defeat this week as his latest attempt to halt construction of offshore turbines on the East Coast flounders. District Judge Carl Nichols — whom my colleague Jael Holzman noted is a Trump appointee — sided with Norwegian energy giant Equinor Thursday morning, granting its request to lift the Department of the Interior’s order to terminate construction.

The ruling comes just days after another federal judge found that the national security concerns the Interior Department cited to justify the work stoppage were insufficient to halt another already-permitted project midway through construction. That judge, too, allowed the Danish developer Orsted’s Revolution Wind project in New England to move forward, as Jael explained here. And the lawsuits just keep coming. Now yet another New England project, Vineyard Wind, has sued the administration.

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  • 3. Ford and BYD are in talks

    BYD on display at a German automotive show last year. Johannes Simon/Getty Images

    Ford and BYD are in discussions on a partnership in which the American carmaker would buy batteries from the Chinese auto giant for some of the former’s hybrid-vehicle models, The Wall Street Journal reported Thursday night. The newspaper cautioned that the talks are ongoing and a deal may not materialize, but a tie-up would mark the most significant beachhead China’s leading automaker has gained in the U.S. market yet. It’s worth revisiting how BYD got so big, which Heatmap’s Shift Key podcast dove deep into back in April. A month earlier, my colleague Robinson Meyer explained how the company’s promise of charging a car’s batteries in five minutes was just the latest example of the company “shocking the world.”

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  • 4. Bill Gates-backed fusion company raises $250 million

    Type One Energy, the fusion power startup backed by Bill Gates, is raising a $250 million Series B round at a $900 million valuation, TechCrunch reported. The company is pursuing an approach to fusion known as magnetic confinement. The design is called a stellarator, in which magnets are arranged in a doughnut shape that’s twisted and turned according to the demands of the plasma. Type One signed a deal with the Tennessee Valley Authority last year to build a fusion power plant at the site of a former coal station.

    It’s yet another sign, as Heatmap’s Katie Brigham wrote in 2024, that “it is finally, possibly, almost time for fusion.” There are plenty of startups in the mix. Thea Fusion, as Katie has covered, is raising millions for a simplified stellarator design. Avalanche Energy, meanwhile, is pursuing fusion microreactors. But as I wrote last month, the race may really be with China, which is outspending the whole world on fusion.

    5. Canadian Solar wins a patent against rival Maxeon

    The Chinese-Canadian solar manufacturer Canadian Solar declared a “decisive victory” in a patent fight against its Singapore-based rival Maxeon. After a nearly two-year legal fight, the United States Patent and Trademark Office ruled in Canadian Solar’s favor this week, dismissing Maxeon’s claims of alleged infringement of intellectual property as “invalid.” In a statement to PV Magazine, Canadian Solar president Colin Parkin said “we firmly oppose the misuse or weaponization of patents — particularly those lacking patentability or practical value.” The ruling clears the way for the manufacturer to expand its presence in the U.S. as the company looks to capitalize on new restrictions from the Trump administration on imported panels. Maxeon, however, told Reuters it’s still considering an appeal.


    THE KICKER

    Tucked in a valley that contains pollution, Ulaanbaatar, Mongolia’s coal-smoked capital city, has some of the dirtiest air in the world. When you visit, you can see the smog from a distance on the way from the airport. A solution may be on the way: The country is considering working with Russia to build its first nuclear power plant, a small modular reactor-based facility somewhere in the middle of the city. Last month, the Kremlin-owned Rosatom touted plans to build an SMR plant in Yakutia, part of Russian Siberia. Now Moscow is in talks with its former suzerainty to build the same style facility in Ulaanbaatar, NucNet reported Thursday. Mongolia has a leg up in one area: The country previously mined uranium during the Soviet era, and has large deposits that could be tapped again for a domestic fuel source.

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    Climate Tech

    Lunar Energy Raises $232 Million to Scale Virtual Power Plants

    The startup — founded by the former head of Tesla Energy — is trying to solve a fundamental coordination problem on the grid.

    A Lunar Energy module.
    Heatmap Illustration/Lunar Energy

    The concept of virtual power plants has been kicking around for decades. Coordinating a network of distributed energy resources — think solar panels, batteries, and smart appliances — to operate like a single power plant upends our notion of what grid-scale electricity generation can look like, not to mention the role individual consumers can play. But the idea only began taking slow, stuttering steps from theory to practice once homeowners started pairing rooftop solar with home batteries in the past decade.

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    Why Driverless Cars Still Can’t Handle Snow

    Black ice is dangerous, even for the robots.

    A robotaxi in the snow.
    Heatmap Illustration/Getty Images

    If all the snow and ice over the past week has you fed up, you might consider moving to San Francisco, Los Angeles, Phoenix, Austin, or Atlanta. These five cities receive little to no measurable snow in a given year; subtropical Atlanta technically gets the most — maybe a couple of inches per winter, though often none. Even this weekend’s bomb cyclone, which dumped 7 inches across parts of northeastern Georgia, left the Atlanta suburbs with too little accumulation even to make a snowman.

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    AM Briefing

    Courting a Win

    On the FREEDOM Act, Siemens’ bet, and space data centers

    Doug Burgum.
    Heatmap Illustration/Getty Images

    Current conditions: After a brief reprieve of temperatures hovering around freezing, the Northeast is bracing for a return to Arctic air and potential snow squalls at the end of the week • Cyclone Fytia’s death toll more than doubled to seven people in Madagascar as flooding continues • Temperatures in Mongolia are plunging below 0 degrees Fahrenheit for the rest of the workweek.

    THE TOP FIVE

    1. Interior Secretary suggests Supreme Court could step in to kill offshore wind

    Secretary of the Interior Doug Burgum suggested the Supreme Court could step in to overturn the Trump administration’s unbroken string of losses in all five cases where offshore wind developers challenged its attempts to halt construction on turbines. “I believe President Trump wants to kill the wind industry in America,” Fox Business News host Stuart Varney asked during Burgum’s appearance on Tuesday morning. “How are you going to do that when the courts are blocking it?” Burgum dismissed the rulings by what he called “court judges” who “were all at the district level,” and said “there’s always the possibility to keep moving that up through the chain.” Burgum — who, as my colleague Robinson Meyer noted last month, has been thrust into an ideological crisis over Trump’s actions toward Greenland — went on to reiterate the claims made in a Department of Defense report in December that sought to justify the halt to all construction on offshore turbines on the grounds that their operation could “create radar interference that could represent a tremendous threat off our highly populated northeast coast.” The issue isn’t new. The Obama administration put together a task force in 2011 to examine the problem of “radar clutter” from wind turbines. The Department of Energy found that there were ways to mitigate the issue, and promoted the development of next-generation radar that could see past turbines.

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    Red