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AM Briefing

Trump Is Dismantling a World-Leading Earth Science Center

On PJM’s auction, coal’s demise, and a murder at MIT

The National Center for Atmospheric Research.
Heatmap Illustration/University Corporation for Atmospheric Research [C. Calvin]

Current conditions: Flooding continues in the Pacific Northwest as the Pineapple Express atmospheric river dumps another 4 inches of rain on Oregon • A warm front with temperatures in the 60s Fahrenheit is heading for the Northeast • Temperatures in Paraguay are surging past 90 degrees.

THE TOP FIVE

1. Trump set to dismantle one of the world’s leading Earth science institutes

The Trump administration plans to dismantle the National Center for Atmospheric Research in Colorado. Founded in 1960, The New York Times credited the center with “many of the biggest scientific advances in humanity’s understanding of weather and climate.” But in a post on X late Tuesday evening, Russell Vought, the director of the White House’s Office of Management and Budget, called the institute “one of the largest sources of climate alarmism in the country,” and said the administration would be “breaking up” its operations. It’s just the latest attempt by the White House to salt the Earth for federal climate science. As I wrote in August, the administration went as far as rewriting existing climate reports.

2. The nation’s largest grid system maxes out prices at auction

The latest capacity auction in PJM Interconnection, where power generators in the nation’s largest electricity market bid to provide power when the grid is especially stressed, ended at the legally-mandated cap of $333.44 per megawatt. This adds up to some $16.4 billion, a record-setting figure following the past two auctions, which brought in $16.1 billion and $14.7 billion.

This auction covers 2027 through 2028, and is the last that will be subject to the price cap. Despite the dizzying spending, it failed to procure enough power to meet PJM’s preferred 20% reserve margin for a severe demand event. The auction procured 145,777 megawatts of capacity, 6,623 megawatts short of the target, giving the grid a 14.8% margin. Much of that projected demand will come from data centers, which, as Heatmap’s Matthew Zeitlin wrote, have stressed the grid operator nearly to the breaking point.

3. Global coal use set to start a decline, despite Trump’s plant extensions

A view of Puerto Rico's lone coal plant. Alexander C. Kaufman

Global coal use is set to start declining over the next five years as renewables and liquified natural gas gobble up its market share, the International Energy Agency projected in its latest annual forecast Wednesday. Demand is on track to inch upward 0.5% this year to a record 8,845 million tons before dropping 3% by 2030. Analysts warned Bloomberg that coal has remained “stubbornly strong” given high levels of consumption in China and India, and the Paris-based IEA cautioned that its five-year outlook “is subject to significant uncertainties that could impact it materially.”

Among the factors that look increasingly certain: That the Trump administration won’t allow any more U.S. coal plants to shut down. On Tuesday, the Department of Energy ordered the 730-megawatt TransAlta Centralia Generation in Washington to remain past its retirement at the end of this month, despite the state’s ban on coal operations. There’s just one big problem with that plan, as Matthew wrote last month. Old coal plants keep breaking down.

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  • 4. Murder of a top MIT fusion scientist shocks the industry

    Nuno Loureiro, a professor of nuclear science and the director of the Massachusetts Institute of Technology’s Plasma Science and Fusion Center, died Tuesday after being shot multiple times in his home near Boston the night before. Police statements made no mention of a suspect or motives, but Loureiro’s coveted position as one of the United States’ leading fusion scientists stoked speculation that the killing was politically motivated. Prominent influencers including the Trump adviser Laura Loomer falsely claimed that Loureiro, who was from Portugal, was Jewish and a vocal activist for the Israeli government. But The Jerusalem Post reported that Israeli intelligence officials are investigating potential links between the murder and the Iranian government, though the newspaper cautioned that the assessment “has not yet been verified.” As of now, there is no clear evidence of who killed Loureiro or why. His death shocked the field of research in which he was lauded as a leader. A former colleague in Portugal who started working at the same laboratory with Loureiro years ago in Lisbon and “knew him well” told me, “Everyone here is in shock.”

    5. The nuclear industry may just fall in LVOE

    Back in June, Matthew wrote a good piece explaining why the commonly used metric known as levelized cost of energy was “wrong.” Essentially, LCOE represents the energy output of a given source in terms of its construction and operating expenses — the lower the LCOE, the more efficient it is operationally. But the metric fails to capture all the other things that make an energy source valuable, such as the frequency with which it operates, how long it lasts, or how much infrastructure is required to make use of it. When Ontario Power Generation assessed the cost of building new nuclear reactors at its Darlington station, the LCOE showed solar and batteries costing far less. But a full systems analysis found that nuclear reactors would last longer, require fewer transmission upgrades, and would not need back-up generation. A report published this morning by the consultancy FTI has proposed two new metrics instead: Levelized value of energy, or LVOE, “which reflects the total value a project can create for its owners, and Levelized Net Benefit (LNB), which quantifies the broader value a project can deliver to the overall system.” While the LCOE for solar is roughly 40% lower than nuclear power in both Texas’ ERCOT grid system and PJM, a chart from the report shows that nuclear has an LVOE roughly 10 times greater.


    A chart comparing LVOE of nuclear and solar in two major grids. FTI

    THE KICKER

    Record rainfall last month has revived an ancient lake in an unusual place. When ice covered the Sierra Nevada between 128,000 and 186,000 years ago, a lake 100 miles long and 600 feet deep sat in what is today the Mojave Desert in eastern California. That lake, called Lake Manly, has returned. As the science site Phys.org reported, “now Death Valley, one of the hottest places on Earth and the lowest point in North America, has a desert lake framed by snow-capped mountains.” But the “marvel” is likely to disappear soon.

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    AM Briefing

    Energy Policy en Français

    On Georgia’s utility regulator, copper prices, and greening Mardi Gras

    Chris Wright Threatens to Withdraw from Global Energy Watchdog
    Heatmap Illustration/Getty Images

    Current conditions: Multiple wildfires are raging on Oklahoma’s panhandle border with Texas • New York City and its suburbs are under a weather advisory over dense fog this morning • Ahmedabad, the largest city in the northwest Indian state of Gujarat, is facing temperatures as much as 4 degrees Celsius higher than historical averages this week.

    THE TOP FIVE

    1. New bipartisan bill aims to clear nuclear’s biggest remaining bottleneck

    The United States could still withdraw from the International Energy Agency if the Paris-based watchdog, considered one of the leading sources of global data and forecasts on energy demand, continues to promote and plan for “ridiculous” net-zero scenarios by 2050. That’s what Secretary of Energy Chris Wright said on stage Tuesday at a conference in the French capital. Noting that the IEA was founded in the wake of the oil embargoes that accompanied the 1973 Yom Kippur War, the Trump administration wants the organization to refocus on issues of energy security and poverty, Wright said. He cited a recent effort to promote clean cooking fuels for the 2 billion people who still lack regular access to energy — more than 2 million of whom are estimated to die each year from exposure to fumes from igniting wood, crop residue, or dung indoors — as evidence that the IEA was shifting in Washington’s direction. But, Wright said, “We’re definitely not satisfied. We’re not there yet.” Wright described decarbonization policies as “politicians’ dreams about greater control” through driving “up the price of energy so high that the demand for energy” plummets. “To me, that’s inhuman,” Wright said. “It’s immoral. It’s totally unrealistic. It’s not going to happen. And if so much of the data reporting agencies are on these sort of left-wing big government fantasies, that just distorts” the IEA’s mission.

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    Electric Vehicles

    Why EV-Makers Are Suddenly Obsessed With Wires

    Batteries can only get so small so fast. But there’s more than one way to get weight out of an electric car.

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    Heatmap Illustration/Rivian, Getty Images

    Batteries are the bugaboo. We know that. Electric cars are, at some level, just giant batteries on wheels, and building those big units cheaply enough is the key to making EVs truly cost-competitive with fossil fuel-burning trucks and cars and SUVs.

    But that isn’t the end of the story. As automakers struggle to lower the cost to build their vehicles amid a turbulent time for EVs in America, they’re looking for any way to shave off a little expense. The target of late? Plain old wires.

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    How to Save Ski Season

    Europeans have been “snow farming” for ages. Now the U.S. is finally starting to catch on.

    A snow plow and skiing.
    Heatmap Illustration/Getty Images

    February 2015 was the snowiest month in Boston’s history. Over 28 days, the city received a debilitating 64.8 inches of snow; plows ran around the clock, eventually covering a distance equivalent to “almost 12 trips around the Equator.” Much of that plowed snow ended up in the city’s Seaport District, piled into a massive 75-foot-tall mountain that didn’t melt until July.

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