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AM Briefing

Clean Energy Champions Win Control of Arizona’s Top Utility

On rare earths, groundwater, and Antarctic krill

Solar panels.
Heatmap Illustration/Getty Images

Current conditions: Hawaii is bracing for flooding from its third kona storm this year after the other two dumped a combined six feet of rain on some parts of Maui’s mountains • A major landslide on Italy’s Adriatic coast has severed the A14 highway • Heavy rain in Azerbaijan deluged the capital city of Baku.

THE TOP FIVE

1. Liberal champions of clean energy win control of Arizona’s biggest utility

Arizona’s biggest public utility, the Salt River Project, just held an election for the seats on its board — and liberal champions of clean energy swept. A slate of candidates campaigning under the name Clean Energy Team will now hold an eight-to-six majority at the utility that serves power and water to millions of customers. The race drew national attention, and proved, according to The New York Times, “surprisingly contentious.” On one side were the Sierra Club and Hollywood climate activist Jane Fonda. On the other were local business leaders and Turning Point USA, the conservative group Charlie Kirk founded. While two candidates from the latter slate won seats, proponents of renewable energy will dominate policymaking at the utility for the first time. “We can show that the utility can be successful and profitable and still support renewable energy,” Randy Miller, a former board member who backed the clean energy slate and now serves on an advisory council for the board, told Politico. “It’s no longer a question about whether it’s possible.”

2. Iran War has already cost Americans $17 billion at the pump

We have all seen the viral photos of eye-popping numbers on price signs at Southern California gas stations. But the exact cost to American drivers nationwide hadn’t yet been quantified. Until now. Researchers at Brown University gave Heatmap’s Robinson Meyer a sneak peak at their new Iran War Energy Cost Tracker, a hub for the team’s analysis and data. The war has cost the U.S. economy about $17 billion solely by increasing prices for gasoline and diesel fuel, the estimates show. The higher prices amount to a hike of $129 per household so far. “If you think about an individual paying $1 or $1.50 more for gasoline, that’s often just a nuisance,” Jeff Colgan, an author of the analysis and a political science professor at Brown University, told Rob. “But as a country, we consume 370 million gallons of gasoline per day. So when you add that all up, this is more than just a nuisance for the country. This is a major cost.”

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3. Trump’s rare earths deal with MP Materials ‘is both too much and not enough’

When the Trump administration became the biggest shareholder in MP Materials last summer, Biden-era officials admitted to Heatmap’s Matthew Zeitlin that they were jealous of their Republican successors who marshalled the political will to experiment with quasi-nationalization. But at least one former official from President Joe Biden’s White House has a different take. “Bottom line: the MP deal is both too much & not enough,” Brian Deese, the former director of the National Economic Council, wrote in a post on X, announcing the findings of a new paper he co-authored at the Massachusetts Institute of Technology. “The deal delivers unprecedented support to one firm, creating new risks without long-term resilience.”

Uranium Energy Corp., meanwhile, has started up production at its Burke Hollow mine in Texas. It’s the first new mining operation using in-situ recovery, a process that includes chemical leaching out of ore. It’s the first new facility of its kind in the U.S. in more than a decade, World Nuclear News reported.

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4. Volkswagen swaps electric SUV production for gas guzzler alternative

Volkswagen is shifting production at its Chattanooga plant from the ID.4 electric SUV to the large Atlas SUV. The ID.4 will remain available throughout the U.S., and “future models are planned,” but the German automaker said it’s “exploring pathways for a new vehicle model to be assembled.” Instead, the facility will focus on churning out the Atlas, Volkswagen’s second-most popular vehicle. EVs “continue to challenge” the industry, requiring what the company called measured decisions. “The Chattanooga plant has been, and will continue to be, a cornerstone of Volkswagen’s strategy in the United States,” Volkswagen Group of America President and CEO Kjell Gruner said in a press release. “This strategic shift underscores the company’s commitment to Chattanooga and its workforce as we position the plant for long-term success and future product opportunities.”

5. Scientists map out U.S. groundwater


A national map showing the paper’s findings. Nature

A team of scientists at Princeton University and the University of Arizona produced what the Los Angeles Times called “the most extensive estimate of the country’s groundwater to date.” The researchers took data from about 800,000 wells and applied a machine-learning model to project the depth of the water table in each location. The findings, published in Nature, could help local policymakers decide how to handle overpumping from stressed aquifers. “Groundwater is out of sight and out of mind for most people,” Reed Maxwell, a hydrologist at Princeton and co-author of the study, told the newspaper. “Knowing how much we have will be helpful in knowing how to use it wisely.”

THE KICKER

The population of Antarctic fur seals, the smallest of the polar seals which live almost exclusively on the island of South Georgia, halved over the last 25 years, from 2.2 million adults in 1999 to 944,000 in 2025, Mongabay reported. Global experts now say half of the population loss is due to reduced food availability as warmer temperatures and shrinking sea ice spur large schools of krill, the seal’s main prey, into deeper and colder waters. To boot, the seals are facing more competition for their food. High-quality krill now appears in tins at supermarkets in New York City. But really demand is surging for use in fish farming.

Yellow

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AM Briefing

Blue His House With a Blue Little Window

On electrification’s shortfall, AI for nuclear, and Alva Energy’s big plans

The Capitol.
Heatmap Illustration/Getty Images

Current conditions: Heavy rain is overflowing rivers in the Dominican Republic’s eastern inland towns, including Monte Plata, where floodwaters are washing away cars • With weeks to go before the Atlantic hurricane season officially ends, a new tropical storm may be forming between the Bahamas and Bermuda • It’s cloudy and 51 degrees Fahrenheit in London, where the British are marking Guy Fawkes Day, a holiday commemorating the 421st anniversary of the failed plot by English Catholics to assassinate King James VI of Scotland and I of England by blowing up the House of Parliament.


THE TOP FIVE

1. What to make of Democrats’ blue tsunami

It’s a rebuke of President Donald Trump! A new era! A sign that President Lyndon B. Johnson’s prediction that the Democrats would lose the South until the end of young Bill Moyers’ lifetime (he died last year) was true! Maybe it’s all of these things. But one thing is certain: Democrats’ big victory Tuesday night halts what my colleague Robinson Meyer called “Trump’s energy revolution,” meant to defy the economics of renewables. There’s still much to dissect — we don’t even know who won shockingly competitive U.S. Senate races in Mississippi and Alaska. But my colleagues have a nice slate of stories to help us get started:

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Green
Climate Tech

Is Climate Tech Back?

‘It’s truly possible that a lot of people will wake up and realize that the spell is broken from Trump.’

Voting for climate tech.
Heatmap Illustration/Getty Images

After Donald Trump won his second term two years ago, I wrote about “the death of climate tech” — or at least the death of the term. That largely held up. Climate-focused investors and startups increasingly dropped the label in favor of energy security, efficiency, and infrastructure resilience, often reframing their pitch to serve the booming data center industry along the way. Following the Democrats’ midterm sweep on Tuesday, I checked in with “climate tech” investors to see whether the industry might be ready for a rhetorical — and ideally literal — comeback.

On the rhetoric, they were largely unconvinced. On the substance, they were a bit more hopeful.

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Blue
Politics

What Does the Blue Wave Mean for Permitting Reform?

The odds of BAAJA passing likely grew a few degrees worse.

Voting and power lines.
Heatmap Illustration/Getty Images

In the lead-up to the midterm elections, the outlook for passing the Senate’s bipartisan permitting reform deal during the lame-duck session was already highly uncertain. While environmental and clean energy advocates praised the transmission sections of the deal, a growing chorus warned of negative consequences from its provisions to fend off politically motivated attacks on energy projects, as well as its changes to tribal consultation in the federal permitting process. Prominent clean energy Democrats John Podesta and Representative Sean Casten of Illinois also piled on. President Trump, meanwhile, was not holding up his end of the bargain to release proposed wind projects held captive by Department of Defense reviews.

Post-election, the odds of the Bipartisan American Affordability and Jobs Act’s passage are likely a few degrees worse. Jared Huffman, the Democratic Representative from California who is next in line to lead the House Natural Resources Committee, reiterated his view that the Senate should hold off on a vote and take another pass at the bill in the next Congress, when Democrats have more leverage. Other Democrats who were sitting on the sidelines of the debate may also now feel emboldened by the party’s overwhelming win and agree that a better deal could be had by waiting.

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Blue