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AM Briefing

Trump Bets $850 Million on a Coal Revival

On flesh-eating parasites, Italian nuclear, and China’s “wasted” renewables

Donald Trump.
Heatmap Illustration/Getty Images

Current conditions: Tropical Storm Amanda has formed in the eastern Pacific off Baja California, marking the first big storm of the season • Typhoon Jangmi is pummeling Japan, leaving 60,000 without electricity • Western and central Argentina are bracing for a deluge of up to 8 inches of rain this week.


THE TOP FIVE

1. Trump offers nearly $1 billion in funding for coal

President Donald Trump just upped his bid to revive America’s dying coal-fired power sector. In the first of three funding announcements Thursday, the Department of Energy said it would spend up to $425 million to support the supply chain and expand the capacity of at least 13 coal plants. The agency said in the same press release that it would give $75 million to build a new coal export facility at the West Gateway Terminal Project in Oakland, designed to ship more than 10 millions tons of coal overseas each year. Then the Energy Department unveiled another $350 million to support construction of America’s first new coal plants in over a decade: one in Anchorage, Alaska, and the other in Mt. Storm, West Virginia. The money will also support an upgrade of Puerto Rico’s only coal plant, the infamous 510-megawatt facility in Guayama, and the recommissioning of a 205-megawatt Cumberland, Maryland-based plant that shut down in 2024. Since taking office, Secretary of Energy Chris Wright has repeatedly ordered coal plants set to shutter to remain open, despite steep costs to utilities that the companies are now challenging in court. But coal plants themselves have played the biggest part in thwarting his plans, given that — as Heatmap’s Matthew Zeitlin wrote last year — they keep breaking down.

2. The EU steps up to monitor the oceans as Trump dismantles U.S. program

Two days ago, I told you that the Trump administration planned to dismantle a decade-old U.S. monitoring system to track coastal environments and shifting ocean currents. Now the European Union is stepping up to fill the gap. Earlier this week, the European Commission announced plans to “position the EU as the world’s leading provider of ocean intelligence by contributing 35% of the global ocean observing system by 2035 and securing 35% of the market for ocean observation technologies.” In a statement, European Commission President Ursula von der Leyen said the program, called OceanEye Europe, will allow Europe to “lead the race to understand our ocean, to protect it, and to sustainably harness its potential.”

3. Decades after its eradication, a case of flesh-eating screwworm has been detected in the U.S.

Cool, cool, cool: The U.S. just recorded its first case of flesh-eating New World screwworm in decades. Fun! On Wednesday, the U.S. Department of Agriculture confirmed that, for the first time in 60 years, the parasitic fly whose maggot larvae feed only on the flesh of warm-blooded animals had been detected in the umbilical area of a three-week-old calf at a ranch in South Texas. So far, the USDA said there are no additional cases. CNN outlined the stakes this way: “Although it is not a food safety issue, an infestation can be a food production issue. It could cost the economy billions and raise the price of beef at a time when Americans are already paying record high prices.” Not to mention, as Heatmap’s Robinson Meyer wrote last night, “the screwworm is a lesson about the reality of good governance. State capacity is not so different from managing the electricity system or, for that matter, cutting carbon emissions, in that there is little political reward for getting it right.”

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  • 4. Italy, the first country to phase out nuclear, advances a bill to legalize it again

    A view of the former Galileo Ferraris nuclear plant in Trino Vercellese, Italy. Stefano Guidi/Getty Images

    In 1987, a year after the world’s only major deadly civilian nuclear accident at Chernobyl, Italians voted in a referendum to phase out its own atomic power stations. The last one shut down in 1990. Now Italy is once again looking to harness the power of fission. On Thursday, World Nuclear News reported that the lower house of the country’s parliament, the Chamber of Deputies, had approved a bill backed by Prime Minister Giorgia Meloni to restart the nation’s atomic power industry. A poll taken in 2024 found that nearly half of Italian voters supported construction of new reactors, with just 24% opposed. The bill that lawmakers just approved passed with 155 votes in favor, 86 against, and eight abstentions.

    Meanwhile, yesterday afternoon the microreactor developer Antares — whose deal for TRISO fuel I broke news of back in February — split atoms for the first time in its test reactor built for the Energy Department’s reactor pilot program. When the administration announced the 10 companies selected for the program, the White House set a goal of at least three projects reaching “criticality,” meaning that they can demonstrate the ability to split atoms, for the first time by July 4. “Today’s achievement is a historic moment for American nuclear energy,” Energy Secretary Chris Wright said in a statement. “By bringing the first American non-light water privately developed reactor to criticality in more than four decades, Antares has shown what is possible when American innovation is unleashed.” Antares CEO Jordan Bramble said the company, which aims to sell its reactors primarily to the military and NASA, will produce electricity for the first time next year.

    5. Offshore wind turbines could take up 11% of the North Sea by 2050

    In January, the United Kingdom, Norway, and several major European Union nations including Germany and Denmark agreed to a pact to build out a sweeping array of wind turbines in the North Sea, turning the waterway into “the world’s largest clean energy reservoir.” If the pledge holds, roughly 11% of the 222,000-square-mile sea could be covered in turbines. That’s the finding of a new study from Heriot-Watt University in Scotland. Under the current target, the North Sea would host a total of about 19,400 turbines by the middle of this century. By 2030, the U.K. alone is on track to have roughly 4,200 turbines, followed by Germany with about 2,700, and the Netherlands with 1,700, according to Renewables Now. The Dutch would claim the highest offshore wind density, with wind farms covering around 19% of its North Sea waters by 2050, followed by Belgium at 18%.

    THE KICKER

    China’s carbon dioxide emissions from its power sector increased 4% year over year in the first three months of 2026, despite surging deployments of renewables and nuclear power. Why? According to a new Carbon Brief analysis, it’s “wasted” wind and solar. With the grid in the People’s Republic unable to patch the new turbines and panels in, the capacity could not meet growing electricity demand. Had those units been online, the publication’s analysis determined, emissions from the power sector would have been flat in the first quarter of this year.

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    AM Briefing

    Gassed Up

    On alumina, CANDUs, and copper

    Gas prices.
    Heatmap Illustration/Getty Images

    Current conditions: France just recorded its hottest day ever, with Wednesday’s temperatures soaring to just under 111 degrees Fahrenheit; nearly 50 people died drowning while seeking respite from the heat • A pair of 7.1-magnitude earthquakes struck Venezuela, collapsing buildings in Caracas • Wind has whipped the Cottonwood Fire, one of six wildfires raging in Utah, into a larger blaze now covering 60,000 acres — and it’s still at 0% containment.


    THE TOP FIVE

    1. One of the highest-ranking Democrats yet calls for a data center moratorium

    New Jersey Representative Frank Pallone, the ranking Democrat on the House Energy and Commerce committee, joined calls for a national moratorium on data center construction ahead of Wednesday afternoon’s markup of a series of bills related to the buildout of infrastructure to support artificial intelligence software. In a statement, Pallone described the bills as a “useful first step,” but one that, “compared to the challenges the American power grid is facing,” amounts to “not nearly enough.” Rather, he backed a “national AI data center moratorium until we can find a way to ensure they don’t harm our nation’s air, water, and power bills.” Pallone’s new public position makes him one of the highest-ranking Democrats yet to back the idea, championed by the likes of Representative Alexandria Ocasio-Cortez, of halting permitting on new data centers in response to the growing blowback from voters.

    Keep reading...Show less
    Yellow
    Oil derricks.
    Heatmap Illustration/Getty Images

    Turn your mind back to early March, soon after Iran announced that it was closing the Strait of Hormuz. Energy experts told us to expect calamity.

    Roughly 20% of the world’s oil and liquified natural gas supply moved through the narrow waterway, they said, and we would not soon be able to replace it. Oil prices would rocket to $150 or $200 a barrel. The world faced the worst energy supply shock in history.

    Keep reading...Show less
    Politics

    Key House Democrat Calls for a National Data Center Moratorium

    New Jersey’s Frank Pallone, ranking member on the House Energy and Commerce Committee, says “this simply cannot continue.”

    Frank Pallone.
    Heatmap Illustration/Getty Images

    It was just yesterday that I wrote about the Ratepayer Protection Act, a bill that would transform into law the voluntary pledge big tech companies signed with the White House to take on additional electric grid costs from their data centers. My argument was that it’s not so much an anti-artificial intelligence or anti-data center bill, but rather a move to insulate further data center development from political pressure stemming from rising electricity costs.

    Well, at least one influential lawmaker seems to agree with me. The Democratic ranking member of the House Energy and Commerce Committee, New Jersey Representative Frank Pallone, called for a national data center moratorium before the Wednesday afternoon markup of a series of data center-related bills, the Ratepayer Protection Act among them.

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