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On energy inefficiency, global green H2, and New Hampshire’s guerrilla solar

Current conditions: Super Typhoon Bavi is slamming into Guam and the Northern Mariana Islands as the equivalent of a Category 5 hurricane, with sustained wind speeds topping 178 miles per hour • The record-shattering heat dome over the central and eastern United States is easing and shifting westward until mid July • In Europe, however, the heat is continuing, with temperatures hitting 108 degrees Fahrenheit in southern Spain over the weekend.
America’s next nuclear reactor is coming to life via resurrection. For the past two years, Holtec International has been working to bring the single reactor at the decommissioned Palisades nuclear plant in western Michigan back into service. It would be the first time in U.S. history that a permanently shuttered nuclear plant came back online. If successful, a growing list of projects are lining up to follow in Palisades’ footsteps. On Friday, Holtec announced that the Palisades crew had completed “the last of the major projects,” marking a “watershed moment” in the restoration effort. “We’re now focused on safely executing the remaining testing, verification, and operational readiness activities required before startup,” Michael Schultheis, Holtec’s vice president of the plant, said in a statement. “The plant is coming back together, and the professionalism and dedication demonstrated by our workforce continue to move the project forward.”
The news came just days after the U.S. District Court for the Western District of Michigan dismissed a lawsuit challenging the procedure by which the Nuclear Regulatory Commission approved Palisades’ restart. Started under the Biden administration, the revival project was one of the first the Trump administration allowed to move forward after taking office, part of a broader effort by the Department of Energy to spur a resurgence of reactor construction in the U.S.
Last week, the U.S. Court of Appeals for the Ninth Circuit blocked a challenge to California’s rules on emissions from industrial boilers, the latest legal victory for local regulations on planet-heating pollution from buildings. In 2024, the South Coast Air Quality Management District, the air pollution agency in charge of broad swaths of Southern California, set new restrictions on smog-causing nitrogen oxide from industrial boilers, appliances that either burn a fossil fuel such as gas or oil or use electricity to heat up water. The policy — which would slash the equivalent of half the nitrogen oxide produced by every car in Los Angeles combined — is part of the state’s long-standing effort to curb pollution. It’s not the only win for the fight to curb emissions from buildings. Since 2024, federal courts have repeatedly upheld local and state authority to regulate pollution from buildings in New York, Maryland, and Washington, D.C.
On Thursday, meanwhile, the Trump administration proposed a new rule to gut money-saving standards for appliances nationwide. “While the agency portrayed the move as bringing an end to appliance standards writ large, that is not, in fact, what it is doing,” Heatmap’s Emily Pontecorvo wrote last week. “The proposal would update the DOE’s so-called ‘Process Rule,’ which governs how the agency develops standards, adding onerous requirements that will make it much more difficult to make any changes at all.” When I spoke to the American Council for an Energy-Efficient Economy about the changes, the advocacy group told me the proposal would set minimum savings thresholds below which the new rule wouldn’t find federal support. It would also add a mandatory 180-day waiting period between before proposing new appliance standards based on novel testing procedures, require the Energy Department to show deference to industry-established standards, and force regulators to carry out extra analyses and rulemaking processes before enacting new rules.
Senator Angus King, the independent from Maine who caucuses with the Democrats, has urged the Federal Energy Regulatory Commission to reject the proposed utility megamerger between NextEra Energy and Dominion Energy. In a letter last week to the agency, King said the combination of the two giants risked putting too much power in the hands of one company. “The combination would create the largest electric utility in the United States, concentrating an unprecedented mix of merchant generation, rate-based generation, and transmission assets in the hands of a single company with a documented record of using its market position and political resources to suppress competition that threatens its merchant revenues,” King said in the letter, according to Utility Dive. Specifically, he cited NextEra’s lobbying to derail the New England Clean Energy Connect project in 2021, a transmission line to connect the Northeast’s grid to the almost entirely renewable hydroelectric system in Quebec.
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Last week, the Environmental Protection Agency put out new regulatory guidance on the president’s “freedom to fix” agenda, reminding automakers of their “long-standing legal obligation to release the service information, training information, and tools necessary to diagnose and repair vehicles,” even if the driver could use what they learn to tamper with the emissions controls. Meanwhile, on Friday, President Donald Trump announced that he’d pardoned six people “who were persecuted by the Biden administration” and were either in prison or headed there for violating Clean Air Act prohibitions against rigging the vehicles’ emissions control systems. “While I know this sounds ridiculous, it is nevertheless a fact, and part of the Weaponization and Stupidity that our Country had to endure during four long years of Sleepy Joe Biden,” he wrote in a post on his Truth Social platform. “I AM SETTING THEM ALL FREE, RIGHT NOW!”
In non-emitting vehicle news, Rivian is eyeing a better sales year than expected. While the electric automaker previously said it would ship between 62,000 and 67,000 vehicles this year, it told investors on Thursday that it now expects to deliver between 65,000 and 70,000 vehicles, in what TechCrunch called “a small but potentially meaningful bump.” The announcement came the same week BYD crushed Tesla’s deliveries yet again, as I told you in my last newsletter.

Back in March, I told you that Chile’s most right-wing president since the fall of dictator Augusto Pinochet could take the country’s budding green hydrogen business in a different direction. Now President José Antonio Kast is doing just that. Last week, Chile’s state-owned Production Development Corporation, known by its Spanish acronym CORFO, announced plans to refocus the country’s strategy for green hydrogen on domestic use rather than exports, Hydrogen Insight reported.
China, as I have reported for you many times before, is going hard on green hydrogen, especially since the Iran War forced Beijing to ramp up efforts to find alternatives to imported fossil fuels. Here’s yet another data point: China just laid out plans to build the world’s largest green hydrogen plant using solid-oxide electrolyzers, which operate at higher temperatures. The facility will also produce, methanol, which uses hydrogen as a key ingredient. At peak capacity, the facility in rural Gansu province will produce 100,000 metric tons of renewable methanol per year for use in international shipping. Meanwhile, Spain is investing nearly $21 million into grants for hydrogen projects as the country seeks to make use of its booming solar industry. As I wrote last week, the surge in solar panels is creating problems for Spain, since its grid can’t handle all that power during peak daytime hours. Funneling that electricity into electrolyzers to make molecules that can be cleanly burned later may offer a solution.
Last month, I told you about a catchier term for the very small-scale solar panels being legalized to go on windowsills and balconies, opening the door to more apartment dwellers generating a small share of electricity themselves. That term, which I first read in Inside Climate News, is “guerilla solar.” Well, that solar rebel mindset is coming to the “Live Free or Die” state. On Thursday, New Hampshire Governor Kelly Ayotte, a Republican, put out a list of 74 bills she signed into law before Fourth of July weekend. Among them was SB-540, legalizing plug-in solar panels. The law will take effect on July 27, according to PluginSolarUS, an advocacy group.
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Current conditions: Hurricane Genevieve formed into the first major storm of the season, strengthening to Category 4 off Mexico’s Pacific Coast on Sunday but steering clear of any land for now • Hurricane Fausto, meanwhile, is weakening as it heads toward Hawaii • China evacuated hundreds of thousands of people as Typhoon Noul made landfall.

Wildfires in France and Spain forced roughly 300,000 people to evacuate their homes in what the French Interior Minister Laurent Nuñez called an “unprecedented” blaze. In Spain, the central western province of Avila suffered what the broadcaster France24 described as its “worst blaze in recent history” as Prime Minister Pedro Sanchez directly linked the disaster to climate change. By Sunday evening, in France, flames had come within nine miles of the southwestern city of Bordeaux in the heart of the nation's storied winelands as President Emmanuel Macron vowed to “rebuild.” Others saw the disaster as a sign of overdue lifestyle and infrastructure changes in the face of a warming planet. In Le Monde, the newspaper of record, the philosopher Cynthia Fleury and the Socialist mayor of the town of Saint-Médard-en-Jalles, Stéphane Delpeyrat-Vincen, argued: “What is burning is not just forests, but a way of inhabiting the land that is no longer possible.” The fires come weeks after a series of historic heat waves in Europe, including the hottest June on record, which made tinderboxes of parched woodlands.
President Donald Trump last week announced a landmark deal with Saudi Arabia to help build the kingdom’s first nuclear power station, besting the Russians and the Chinese in a race to tap into one of the world’s most coveted new export markets for atomic power technology. While the White House has yet to release all the details on the geopolitically meteoric agreement with Riyadh, sources with knowledge of the deal have confirmed to me what’s been reported elsewhere — that the deal will almost certainly include new large-scale Westinghouse AP1000s. Over the weekend, The New York Times identified another element to the partnership: Trump’s family and personal friends may benefit. The newspaper pointed to ties between a firm owned by Secretary of Commerce Howard Lutnick’s sons and Westinghouse; links between Eric Trump and Donald Trump Jr.’s investments into quantum computing and former Texas Governor Rick Perry’s Fermi America project to build AP1000s in Texas; and suggested that TAE Technologies, the fusion company merging with the corporate parent of Trump’s Truth Social platform, could see potential benefits from the Saudi deal. “There is no evidence at this point that Mr. Trump’s friends or family helped orchestrate the Saudi nuclear deal,” reporters Eric Lipton and Kate Kelly wrote. “Yet a number of the president’s allies and relatives, including members of his cabinet, stand to benefit if his big bet on nuclear power pays off. Certain investors with ties to these deals are positioned to profit, even if the delivery of large new loads of nuclear-powered electricity remains years away.”
The Trump administration is, in fact, making a real attempt at building new AP1000s at home. As my colleague Robinson Meyer wrote last month, a major Department of Energy deal would help utilities buy the parts needed to build more Westinghouse reactors.
Chip giant Nvidia is considering providing a $250 billion backstop to fund OpenAI’s data center project in southern Ohio, The Wall Street Journal reported on Sunday. The deal would guarantee up to half of the capital needed to lease SoftBank’s 10-gigawatt data center to supply computing power to the ChatGPT maker.
GE Vernova’s backlog of orders for gas turbines, meanwhile, now stretches to 2031 and accounts for a cumulative 116 gigawatts of power-producing capacity. In its latest earnings call, covered in Utility Dive at the end of last week, the company posted double-digit revenue and order growth in the division that supplies equipment for gas, hydro, nuclear, and grid facilities.
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Back in February, I told you that Japan was stepping up its efforts to extract rare earths from seabed minerals. On Friday, Tokyo confirmed it had discovered that medium and heavy rare earth elements accounted for about 54% of the rare earths mined from mud recovered from a remote Pacific island, Mining.com reported. The finds come after the government-backed vessel Chikyu sucked nearly 50 metric tons of mud from Minamitori Island, an uninhabited atoll located closer to Wake Island than Tokyo. Heavy rare earths, such as dysprosium, terbium, and yttrium — and medium rare earths such as samarium, europium, and gadolinium — are trickier to process. China controls the market for both categories by a wider margin than for light rare earths. That makes Japan’s discovery so exciting. Separating metals out of the mud could be an easier process than from other ores, potentially supplying the democratic world with a new source of non-Chinese minerals.
When the Biden administration tried putting rules in place for producing clean hydrogen, as my colleague Emily Pontecorvo explained nicely at the time, the regulations posed a problem for efforts to make fuel through nuclear-powered electrolysis. That’s because the incentives to ensure developers built new solar and wind rather than cannibalizing existing grid resources for hydrogen production made it impossible for nuclear reactors to qualify. Companies such as Constellation Energy, which had the nation’s leading experiment in nuclear-powered hydrogen production, protested. It all turned out to be for nought, since Trump ultimately wiped out the tax credits. As with so much nuclear technology that faces political tumult in America, South Korea is moving in to try its hand at hydrogen fuel production. Korea Hydro & Nuclear Power, the country’s state-owned nuclear giant, said it will launch a pilot program to produce hydrogen using heat and electricity from reactors, Hydrogen Insight reported last week.
India, meanwhile, is beefing up its plans for small modular reactors. Earlier this month, I reminded you about New Delhi’s plans to open its nuclear sector to foreign investments after years of icing out all but Russia’s state nuclear vendor. That isn’t to say India isn’t looking to continue building its own indigenously-designed units. On Friday, NucNet reported that the country plans to develop and operate at least five of its own SMR designs by 2033.
Last week, Heatmap editorial fellow Ameya Hadap broke news that Koloma, a startup seeking to spur natural production of hydrogen, had inked a deal to look for gas deposits across 817 square miles of the Philippines’ largest island, Luzon. It’s not the only subsurface search for clean energy. Last week, the country’s Economy and Development Council approved the Philippines’ first financing package to de-risk geothermal investments, Think Geo Energy reported.
The data center boom is everywhere you look in U.S. economic and emissions data.
This is an edition of Heatmap Daily, an evening review of the day’s news written by our executive editor. Sign up for it here.
It isn’t exactly a new thought, but I’ve been struck recently by how many trends in America’s economic and environmental data are fundamentally about the data center boom and the return of electricity demand:
First, the Energy Information Administration reported this week that U.S. emissions grew by more than 2% last year, driven by surging electricity demand and an increase in coal-fired generation. What caused that higher power demand? New factories and data centers — as well as record summertime cooling demand.
Second, many of the new factories driving that higher power demand are themselves producing goods that are … let’s say … data center-adjacent. There are the enormous new semiconductor fabs, of course. But Ford and General Motors have also set up new production lines (or repurposed old ones) to manufacture grid-scale batteries to meet power demand.
Third, take a look at the recent U.S. spending on private non-residential construction — in other words, everything American companies are building that is not houses, condos, or apartments.
The construction industry’s spent almost $60 billion on data centers over the past year, which is more than it spent on all other office buildings combined (and more than it spent building warehouses, too). Just a handful of categories — data centers, power plants, electricity infrastructure, and certain kinds of electronics manufacturing — now make up a third of all U.S. private non-residential construction investment. They’ve never made up such a large share of construction spending since data collection began in 2014.
As The New York Times recently noted, the American economy is unusually dependent on the American stock market right now — and the stock market is unusually dependent on artificial intelligence. This week, investors started to balk at the enormous spending hyperscalers are planning to keep building out the AI boom; Alphabet’s shares dropped 8% this week after it boosted its planned 2026 capital expenditure and signaled 2027 will be even bigger. If the data center boom started to slow down in earnest, then more than just that budget will change.
Speaking of which, my colleague Emily Pontecorvo wrote earlier this week about how many businesses are struggling to even estimate their carbon emissions from artificial intelligence. The carbon accounting startup Watershed recently unveiled a new formula to help companies get a sense of their AI-related emissions.
But even that formula is still limited by the amount of data hyperscalers publish — and they don’t publish that much. Google, for instance, is the only AI company that has (laudably) provided estimates of its emissions on a per-prompt basis. Yet no company has published its per-token emissions, or how emissions sync up with particular models or regions.
So Emily asked Google: Why aren’t you — or any other model provider — disclosing this kind of data yet?
The tech company didn’t get back to us until after we’d published Emily’s story. But its response was interesting enough that I wanted to quote some of it here.
The problem is “industry consensus,” Cooper Elsworth, a Google spokesperson, told us. “There is currently very little consensus on how to comprehensively and fairly measure the serving environmental impact of generative AI (such as text generation),” he wrote. “Without standardized, ‘apples-to-apples’ frameworks, it is difficult to compare different providers accurately.”
That’s partly because energy use — and emissions data — can vary from site to site and depend on “custom-built hardware, software compilers, and advanced inference techniques.” And he claimed Google doesn’t always have the measurement hardware in place to provide such specific estimates: “Providing precise, repeatable data requires highly advanced measurement infrastructure,” he said. “For example, software-based energy monitoring tools often suffer from sampling biases. For our study, we had to step away from top-down averages and directly measure actual energy at the physical power supply unit (PSU) level across our deployed fleet. Not all providers have the telemetry or data sets required to benchmark their operations at this level of granularity.”
Read Emily’s story to understand the other reasons why estimating — or even “guesstimating” — AI-related carbon emissions is so challenging.
A conversation with Emma Uridge of the Kansas Health Institute.
This week’s conversation is with Emma Uridge, analyst with the Kansas Health Institute. Uridge spent copious hours analyzing state and local laws on data center development to best understand how policymakers are responding to the potential environmental public health impacts of large AI infrastructure, including power and water. The report, which came out this week, also goes in depth into those health impacts. I reached out to her to discuss what she sees as must-watch territory for our readers on this emerging policy arena.
Our conversation was lightly edited for clarity.
What is actually being done on policy when it comes to data centers — beyond moratoria of course?
So first I’d like to just talk about the point of moratoria. It’s helpful to talk about how these policies emerge in the first place. One area where moratoria are helpful is when a data center is proposed but the county has no approach for how they’d like to potentially regulate them. That’s temporary, most of the time. It lets local governments conduct research on the various impacts and also negotiate community benefits, ones that can mitigate any potential negative impacts — like Lancaster Pennsylvania, which instituted a community benefit agreement that maximized the potential benefits of development while mitigating what large data centers can do. That agreement looked at capping municipal water use at 20,000 gallons per day and requiring 100% clean energy. It had financial penalties for non-compliance. The company also committed $20 million to their local economic development and clean energy fund. There are ways to negotiate with developers.
We also see amendments to existing zoning. Data center proposals are increasingly popping up in rural areas, many of which are unzoned, so there’s no way a county can negotiate unless there’s a moratorium in place.
Other policy solutions include different performance standards or requiring on-site renewable energy, like what Jefferson County, Missouri, looked at. Also setback requirements, mandatory noise buffers, ending by-right zoning.
Where are local governments getting ideas for regulating data centers?
A lot of the technical information comes from developers. That can in cases be seen as a biased source of information. I wouldn’t say there’s a dedicated group providing assistance to local governments when a project is proposed — which is a similar story to wind industry development, where we have only a handful of consultants who provide technical advice. It can be really helpful to get a multi-disciplinary approach to hearing information. It can be helpful to have the utility commission, public health folks, those in academia, as well as the developer.
As of right now, especially in rural areas, local governments have a hard task of balancing pushback while getting the most accurate, evidence-based, neutral information to make decisions. That balance can be contentious.
What is the federal government doing on data center policy? How is the Trump administration approaching it?
A few things there. In the early days, the drive was for AI expansion and to be competitive with foreign adversaries. Now due to the amount of public pushback in red and blue localities and a more cautious approach.
I’m not seeing a lot of actual policy movement at this time.
I know the EPA is looking at the chemicals used in cooling data centers because when that water is cycled through the system, some of it is discharged into the water system, so they’re looking at the Toxic Substances and Control Act for monitoring that.
How much of an impact does this minimal federal role have on industry behavior?
Y’know, this isn’t specific to data centers. This is true for all kinds of large-scale development: there’s a need to require some sort of federal monitoring and regulation.
That’s where I see an emerging role for public health. At the federal level, there could be policy movement towards requiring some sort of environmental monitoring at data centers to make sure they’re operating responsibility. Looking at specific water use relative to water availability and what happens when there’s a time of severe, persistent drought. With air quality too — we’ve seen areas where the grid isn’t as reliable so their diesel generators are kicking on more and affecting air quality for residents.
We’re just not seeing all of that right now. We need corporate disclosure.
What do you see as the most important public health impacts from data center development?
It varies by localities. The most discussed obviously is water usage. One thing I’d note about my conversations with folks enthusiastic around emerging tech is, there are still questions that need to be asked about the capacity of localities to support a data center. Like a small town in Kansas may only be using 40% of their water for their utility needs. If a data center came online, how much of that water goes to the data center?
One area underexplored within the public health discipline is energy poverty and energy security. The ability of a household to meet the needs of everything energy provides in our lives. It’s known we have an aging electric grid but we’re not talking enough about large-scale blackouts when the grid is not sufficient to support some of these new data centers.