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AM Briefing

The World’s First Major Geoengineering Startup Unveils its Technology

On Cleveland’s rejection, Cuba’s energy crisis, and U.S. LNG exports

Earth.
Heatmap Illustration/Getty Images

Current conditions: Winds topping 60 miles per hour are howling through the mountains in Montana and the Dakotas • An early heatwave in the Central United States is driving temperatures in Texas and Oklahoma as high as 100 degrees Fahrenheit • Though it’s still early in the season, the Arctic is on track to experience its highest number of wildfire ignitions in 3,000 years.


THE TOP FIVE

1. A secretive geoengineering startup unveils its technology

Stardust Solutions, the startup led by former Israeli government physicians that’s promising technology that can reflect sunlight back into space and artificially cool the planet, has released information on the proprietary particle it wants to spray in the atmosphere. On Thursday, the company laid out blueprints for two separate particles, both nearly spherical and half a micron in size. The materials are made from natural compounds frequently used in toothpaste and food additives. The first-generation technology is amorphous silica, which the company called “fully bio-safe, manufacturable at scale today, and at a very advanced stage of validation.” The second-generation formulation adds a calcium carbonate core inside the silica shell. “The reason is straightforward: At high doses, any particle that absorbs a meaningful amount of the Earth’s outgoing infrared radiation will heat the stratosphere, which is a side effect you want to avoid,” the company said. “Gen 2 is as reflective to the incoming sunlight (visible light), but is more transparent to the outgoing infrared radiation, so it can be deployed at higher doses without that heating effect.”

Last month, Stardust put out the first ethical guidelines to which it plans to hold itself. Heatmap’s Robinson Meyer broke the news in October that the company was emerging from stealth with $60 million in funding to support its commercialization. “The idea that certain interventions could reduce the chance of really bad climate outcomes, like collapse of Antarctic ice sheets, isn’t new. The Stardust patents show that these ideas are now moving from the realm of the theoretical to the realm of the possible,” Hannah Safford, a climate expert at the Federation of American Scientists, said in a statement Thursday. “It’s time to take climate intervention strategies more seriously, and rigorously evaluate the risks of these strategies against the risks of failing to intervene.”

2. Cleveland blocks a $1.6 billion data center

Cleveland, Ohio’s second-largest city, has rejected a permit application for a $1.6 data center on a 35-acre lot in the Slavic Village neighborhood. The city, the Cleveland Signal reported, “offered no details about why it was rejecting it.” In a statement, Cleveland Mayor Justin Bibb said he held “serious concerns about hyperscale, standalone data centers being placed in residential neighborhoods.” The Democrat said he was echoing voters’ concerns about the computer farms.

Roughly 25 data centers were canceled in the first quarter of this year due to mounting local opposition, Rob reported in an exclusive earlier this month. Polling from Heatmap Pro, meanwhile, shows that public support for data centers has nosedived from even its paltry position last fall.

3. Cuba just ran out of fuel

A man cooks with firewood during a blackout in Havana this week.Yamil LAGE / AFP via Getty Images

The Cuban government announced that it has run out of diesel and fuel oil as the Caribbean nation enters its fifth month without a large shipment of crude oil. “We have absolutely no fuel [oil] and absolutely no diesel,” Energy Minister Vicente de la O Levy said Wednesday in remarks carried on state-run broadcasters as protests gathered in Havana. “We have no reserves.” On Thursday, the Financial Times reported, Cuba’s national grid operator UNE said that much of the island’s eastern provinces were still without power after the latest blackouts. President Donald Trump signed an executive order in January threatening tariffs on any country shipping fuel to Cuba. “The only thing we have is gas from our own wells, whose production has increased, and domestic crude oil, whose production is also rising,” de la O Levy said. “The situation is very tense.” In the country’s state-controlled newspaper Gramna, Cuban President Miguel Díaz-Canel accused the U.S. of implementing a “genocidal energy blockade.” Still, he said, the U.S. has “had to acknowledge that, despite the brutal measures of economic and energy strangulation decreed by the U.S., Cuba remains standing; it is not a failed state.” As a result, the communist leader continued, Washington is “thereby admitting that the crisis gripping us is the result of the severe economic war they are waging against us and the energy persecution.”

Under the leftist regime of Nicolás Maduro, Venezuela once served as Cuba’s main supplier of oil. Mexico’s left-wing President Claudia Sheinbaum has faced heavy U.S. pressure against sending shipments to the island. Just one large oil tanker, the Russian-flagged Anatoly Kolodkin, has brought crude oil to Cuba since December, The Guardian reported. “We are back in the stone age,” independent journalist Yoani Sanchez said in a broadcast Thursday, according to The Wall Street Journal.

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  • 4. Bipartisan bill would prevent future presidents from blocking LNG approvals

    Texas Republican John Cornyn and Pennsylvania Democrat John Fetterman introduced a Senate bill Thursday to block future presidential administrations from halting approvals of new liquified natural gas projects. Politico described the LNG Export Security Act as “a bipartisan rebuke of former President Joe Biden’s move in 2024 to free new export permits for natural gas” while the economic and environmental effects of selling more fuel overseas were being studied. A federal judge later halted the pause, but the pause nevertheless enraged Republicans, who later moved to crush the solar and wind sectors.

    5. Clean energy financing startup Crux nets $500 million

    The clean energy project finance startup Crux has received a $500 million debt facility from Nuveen Energy Infrastructure Credit as part of the company’s expansion. While New York-based Crux was initially built to facilitate the transfer of lucrative green tax credits, the financing from insurer TIAA’s investment manager will “help expand its role as a general partner for clean energy and manufacturing investments,” Bloomberg reported.

    In the midst of congressional negotiations last year in the fate of the clean energy tax credits, Crux CEO Alfred Johnson described the company’s expansive vision to Heatmap’s Katie Brigham. “All parts of the capital stack are opaque, illiquid, bespoke and manual. These are private transactions that require a ton of documentation, models, advisory lawyers. But it doesn't have to be as bad as it is.”

    THE KICKER

    Once stagnant, the nuclear industry in North America is seeing a real revival. The region now has 90 projects under development across the continent, with eight already breaking ground, according to the Nuclear Energy Institute’s latest state of the industry report.

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    Climate

    Why Heat Waves Are Tricky Killers

    Deciding what counts as a heat death is more difficult than it sounds.

    Tombstones and a thermometer.
    Heatmap Illustration/Getty Images

    Just last month, a heat wave killed an estimated 2,700 people in France. Think about that for a second: 2,700 people. That’s equivalent to the mortality of two Hurricane Katrinas or 10 Hurricane Sandys. In France, where there were roughly 970 murders in 2024, the heat wave killed more people in two weeks than almost three years’ worth of homicides.

    But unlike floods, hurricanes, tornadoes, or murders, heat doesn’t leave behind much of a crime scene. Although heat kills people in obvious, direct ways like heat stroke, it also puts enormous strain on our hearts and kidneys as our bodies work to keep our internal temperature at 98.6 degrees Fahrenheit. Heart attacks spike during heat waves because vasodilation diverts blood to the skin’s surface to cool it down, in the process lowering blood pressure and forcing the heart to work harder and faster to circulate oxygen. Deaths from renal diseases also jump during periods of high temperatures due to severe dehydration and restricted blood flow to the kidneys.

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    AM Briefing

    PJM Maxes Out

    On America’s thorium progress, Google’s solar buy, and Chinese nuclear

    Power lines.
    Heatmap Illustration/Getty Images

    Current conditions: Canadian wildfires smoke has returned to the Northeast United States, worsening air quality across the region • Catastrophic 1-in-1,000-year floods devastated Missouri’s Black River region, right as intense rainfall is headed for Texas • Temperatures in Beijing are set to drop by nearly 10 degrees Fahrenheit after roasting at nearly 100 degrees yesterday.

    THE TOP FIVE

    1. PJM’s latest auction lands at the price cap

    PJM Interconnection just released the results of its latest capacity auction for 2028 to 2029, and the nation’s largest grid system maxed out its prices yet again. The clearing price hit its cap of $325 per megawatt-day, all while PJM failed to line up enough supply to meet its incoming demand with a sufficient margin of safety. “These auction results show that demand for electricity continues to grow faster than electricity supply,” PJM CEO David Mills said in a statement. “At the same time, PJM recognizes how this supply-and-demand imbalance impacts the reliability of the system and costs for consumers. We are working with government and industry leaders on multiple fronts to restore that balance by bringing on new generation as fast as possible and managing the growth of new load on the grid.” But Julia Kortrey, the director of strategic initiatives for state-level programs at the climate advocacy group Evergreen, said PJM had just “delivered more bad news for people already struggling with higher energy bills,” and accused the grid operator of slow-walking “cheap, clean energy that could lower bills.”

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    Podcast

    The Company That’s Raised $60 Million to Geoengineer the Planet

    Rob sits down for a conversation with Stardust Solutions CEO Yanai Yedvab.

    Earth.
    Heatmap Illustration/Getty Images

    For more than 30 years, a heterodox group of scientists have proposed injecting sulfate aerosols into the stratosphere to reflect sunlight away from Earth, thereby cooling the atmosphere and reversing climate change.

    But actual research into the idea has remained taboo, or at least the province of university and government labs. Then, last year, Heatmap broke the story of an Israeli-American company named Stardust Solutions that had raised $60 million to develop a new solar geoengineering technology. This system would be easier to control and track than the traditional approach to geoengineering, it claims.

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