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On a copper mega merger, California’s solar canal, and Bahrain’s deep-sea mining bet

Current conditions: Cooler air is dropping temperatures on the Pacific Coast and Nevada by as much as 20 degrees Fahrenheit • Hurricane Kiko lost intensity and passed north of Hawaii • The volcano Mount Semeru in East Java, Indonesia, is erupting today for the 19th time this week, spewing an ash plume nearly 2,000 feet high.
The Trump administration disbanded a group of five climate contrarians brought together to write the Department of Energy’s controversial report challenging the scientific consensus on the severity of climate change, CNN’s Ella Nilsen reported. In a lawsuit last month, the Environmental Defense Fund and the Union of Concerned Scientists alleged that the formation of the group of researchers — the University of Alabama’s John Christy and Roy Spencer, the Hoover Institution’s Steven Koonin, Georgia Tech professor emeritus Judith Curry, and Canadian economist Ross McKitrick — violated the Federal Advisory Committee Act’s public disclosure rules by failing to promptly disclose its formation and make its meeting and notes available to the public. The litigation also accused the Trump administration of breaking the law by assembling a government working group deliberately designed to represent a one-sided argument, which is prohibited under the same statute. Secretary of Energy Chris Wright confirmed in a September 3 letter that the group was dissolved. Still, the Energy Department has not retracted its assessment.
Wright’s regular messages on X about climate science and clean energy have drawn blowback and corrections appended by followers as Community Notes. “I can’t claim to know what’s happening in Wright’s mind. But I do know what’s happening with his policy — and this weak messaging, in my view, points to the intractability of Wright’s position,” Heatmap’s Robinson Meyer wrote on Tuesday. Wright is both the chief lieutenant in Trump’s culture war against those who advocate for a transition to clean energy and the mouthpiece of the president’s effort to convince the country he’s fulfilling his promise to curb energy prices. Wright’s social media behavior, however, “is not how someone acts when he is focused on energy affordability above all,” Robinson wrote.
The price of copper hit a record high this summer as the Trump administration slapped 50% tariffs on imports of the globally-traded metal needed for new electrical infrastructure and growth in demand far eclipsed any associated increase in supply. Now a mega-merger of two mining giants is set to capture a larger share of the fortunes generated by the new copper boom. Anglo American and Teck Resources inked a deal to merge, creating a mining behemoth with a combined market value of more than $53 billion. It’s one of the largest-ever deals in the mining industry. If completed, the tie-up will form one of the world’s top-five biggest copper producers, with mines stretching from the bottom of the Western Hemisphere in Chile to the top in Canada producing some 1.2 million metric tons of metal per year. More than 70% of that combined production would be copper.
“The energy industry has been dealing with the copper issue for years,” Heatmap’s Matthew Zeitlin reported in March, when prices were even lower. “More specifically, it’s worrying about how domestic and global production will be able to keep up with what forecasters anticipate could be massive demand.” This deal doesn’t necessarily quell those concerns, since, as The Wall Street Journal noted, it “also illustrates a challenge for bolstering commodity supply: Many miners figure it is easier and cheaper to buy rather than build mines.”
Wright’s posts about climate change and solar energy may be drawing criticism. But his agency’s support for nuclear energy has largely won praise across the political spectrum. That now includes fusion. On Wednesday, the Energy Department announced $134 million in funding for two programs designed to boost U.S. efforts to harness the type of atomic reaction that powers the sun, long considered the holy grail of clean energy. The agency pledged to give out a combined $128 million through the Fusion Innovative Research Engine to seven teams working on fusion energy science and technology. Another $6.1 million is set to flow to 20 projects through the Innovation network for Fusion Energy program to improve research in materials science, laser technologies, and fusion modeling. “DOE is unleashing the next frontier of American energy,” Wright said in a press release. “Fusion power holds the promise of limitless, reliable, American-made energy—and programs like INFUSE and FIRE ensure our innovators have the tools, talent, and partnerships to make it a reality.”
As I reported in this newsletter last month, the Massachusetts Institute of Technology spinout Commonwealth Fusion just raised one of the biggest venture rounds of the year. In July, Heatmap’s Katie Brigham reported on $10 million funding for the Seattle-area startup Avalanche Energy, which promises to build “micro” fusion reactors.
Shadeless land is a constraint on solar power’s expansion, inspiring high-profile projects in Portugal, Brazil, and China to build vast floating panel arrays on dammed bodies of water, a whole sector of the industry called agrovoltaics that marries farming and solar power production, and recent studies forecasting huge potential to line highways with panels. A new 1.6-megawatt solar installation in California that just came online highlights another option involving a manmade waterway: covering canals. Project Nexus, a $20 million state-funded pilot, has transformed stretches of the Turlock Irrigation District's canal system throughout California's Central Valley into what Canary Media’s Maria Gallucci called “hubs of clean electricity generation in a remote area where cotton, tomatoes, almonds, and hundreds of other crops are grown.”
President Donald Trump stirred a global controversy this year with his executive order directing the U.S. to stockpile minerals obtained through deep-sea mining, an as-yet nonexistent industry still awaiting a global agreement on international regulations that would create a global legal framework for commercially harvesting nodules from as deep as 20,000 feet down. As I previously reported in this newsletter, countries that opposed Trump’s push to unilaterally kick off mining without worldwide agreement on how to regulate the activities ended up siding with China, which opposed the U.S. move, along with conservationists, who say it risked damaging one of the last wildernesses untouched by humans. Yet this week Bahrain placed a big bet on the future of U.S. efforts, the Financial Times reported. The Gulf kingdom and U.S ally backed the California startup Impossible Metals’ plan to explore an area of ocean largely controlled by Beijing. Bahrain is also the first Middle Eastern country to sponsor the measure to legalize deep-sea mining at the obscure United Nations-linked agency, the Jamaica-headquartered International Seabed Authority. The investment is more proof that, as Katie wrote this week, “everybody wants to invest in critical mineral startups.”

Anyone who has been to northern Greenland can tell you how eerily lifeless the ice cap can seem when you’re looking out to a boundless horizon of treeless frozen expanse. But in what looks like dirt spotted in ice cores taken from the outer edges of the polar cap are diatoms — single-celled algae with outer walls made of glass. Far from a new presence, these non-plant photosynthetic organisms were long believed to be entombed and dormant in ice. But researchers from Stanford University extracted diatoms from ice cores and recreated their environments in a lab. The scientists discovered that diatoms travel through the ice via narrow channels as thin as a strand of hair. “This is not 1980s-movie cryobiology,” Manu Prakash, associate professor of bioengineering in the Schools of Engineering and Medicine and senior author of the paper, said in a press release. “The diatoms are as active as we can imagine until temperatures drop all the way down to -15 [degrees Celsius], which is super surprising.”
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Americans' support for AI data centers has continued to collapse through the summer, a new Heatmap Pro poll shows.
The American public has soured even further on local data center development since the spring, new polling shows.
Three-quarters of Americans now say that they would oppose a new data center being built near where they live, according to a new Heatmap Pro poll conducted by Embold Research, and more than six in 10 Americans say they would strongly oppose such a proposal.
That’s by far the most negative response since Heatmap Pro started polling Americans about their receptivity to data centers roughly a year ago.
If you can think of a cohort of Americans, there’s a good chance they wouldn’t welcome a data center in their area. The shift is represented across age, gender, income, partisan ID, and the rural-urban divide. Data centers are 43 points underwater with Republicans, 65 points underwater with independents, and 75 points underwater with Democrats. Notably, local data centers are 63 points underwater with rural voters, a group that has skewed more Republican over the past decade.
We’ve polled the question four times in the past 12 months and haven’t changed the question’s wording once — yet Americans have swung a remarkable 33 points against data centers in their responses. It’s a faster and deeper shift in American public opinion than I would have once thought possible on any issue.
We first polled the question last August. Back then, Americans were about evenly split on whether they would support or oppose a data center being built near their home, with roughly 43% in support and 42% opposed.
Attitudes had changed by February of this year, when we polled the same question a second time. That time, a bare majority — 51% of Americans — said they would oppose a data center. Forty-eight percent of respondents said they would support it or weren’t sure.
The shock came in May, though, when seven in 10 Americans were opposed and 55% were “strongly” opposed. Yet in the ensuing months, Americans have moved even further against the facilities.
The backlash has, at this point, broken into the mainstream: Earlier this week, the podcaster and retired Philadelphia Eagles great Jason Kelce starred in an ad that advised Americans to mail their urine to AI data centers, which he alleged were wasting water. Local and national leaders have begun to recognize the scale of the backlash, too. In the Wisconsin governor’s race, candidates from both parties have hastened to distance themselves from data centers. New York Governor Kathy Hochul declared a one-year moratorium on the facilities last month, and even Texas Governor Greg Abbot has frozen some of the state’s data centers until they complete a mandatory audit. More than 530 counties and municipalities have restricted or banned construction of the facilities nationwide, according to Heatmap Pro data.
“There’s literally not a conversation that I have, not a stop that I make, where data centers and AI don’t come up,” Abdul El-Sayed, the Democratic Michigan Senate nominee, said earlier this summer. Look at the polling and you can see why.
The Heatmap Pro poll of 2,045 American registered voters was conducted by Embold Research via text-to-web responses from August 8 to 13, 2026. The survey included interviews with Americans in all 50 states and Washington, D.C. The margin of sampling error is plus or minus 2.3 percentage points.
Agricultural equipment largely runs on diesel, and with the harvest season coming up, that spells bad news for farmers.
Gas prices are climbing again.
As the United States and Iran confusingly engage following the end of a 60-day “memorandum of understanding” between the two warring countries, the fuel market has begun to readjust yet again, continuing the volatility that has confounded analysts since mid-February. While the gasoline most drivers buy has seen its price increase — the national average gas price now sits at $4.09 a gallon, according to AAA, compared to $4 a month ago and $3.13 a year ago — the most dramatic increase has been in diesel. The price of that fuel — a crucial input to the agricultural economy, as well as an important heat source in certain parts of the U.S. — now sits at $5.50 a gallon, up around 14 cents on the week and close to its peak price for the year in June. It’s also dramatically higher than the $3.70 a gallon it was selling at a year ago.
“Diesel is probably the most important product when it comes down to the global economy in particular,” Tom Kloza, chief energy advisor for Gulf Oil, told me.
While there’s probably never a good time for fuel prices to spike, the increase in diesel prices right now will likely translate to increased costs for farmers as they rev up their equipment for the harvest season. If the price stays high, New Englanders who depend on fuel oil for heat will face increased costs.
“In the U.S., we’re looking at just stunning, stunning numbers with the harvest season coming up and the heating season maybe 60 days from now,” Kloza told me.
The continued disruption could mean record setting costs.
“We’re looking — without question — at the most expensive harvest season on record.”
The federal government’s response to these price spikes, to the extent it has one almost six months after the United States and Israel attacked Iran, has been to talk up oil exports that avoid the Strait of Hormuz and to encourage increased production and refining. Secretary of Energy Chris Wright told reporters on Monday that he had met with refiners to figure out what the government could do to boost output, but didn’t announce any specific next steps.
Congressional Democrats have seized on the high prices — and specifically the threat to farm country — to criticize the Trump administration.
“With global fuel supplies now severely disrupted, [farmers’] situation has been made even worse. And when farmers are forced to pay more for diesel, the prices at the grocery store go up for everyone,” Emmanuel Cleaver, a Democratic congressional representative from Missouri wrote on X.
The Farm Bureau, the agriculture industry’s biggest lobbying group, has warned for months of the effect of high input prices on fuel and fertilizers derived from hydrocarbons, writing in July, “Fertilizer and fuel costs were already elevated heading into 2026, and the conflict with Iran has added further pressure to those markets.”
The high price of diesel and the attendant strain on farmers and truckers has translated to high margins for refineries. The margin between diesel and crude prices has grown to over $100 a barrel, an all-time high, according to data collected by Bloomberg. Before this year, the previous high was under $90.
Even going into this new stage of the U.S.-Iran war, oil companies were already running their refining operations flat out, to record or near-record profits in the most recent quarter. Shell even reported that it was able to operate its refineries at beyond 100% of their capacity, something its chief executive Wael Sawan attributed to the Wall Street Journal to removing “bottlenecks.”
Overall refinery utilization in the U.S. has hit 97%, according to Patrick De Haan of GasBuddy, marking three consecutive months of utilization over 95%, a record.
It’s not just the widely documented strangulation of the Strait of Hormuz that’s driving up diesel prices. The Russian government has instituted a ban on diesel fuel exports through the beginning of next year due to persistent Ukrainian drone attacks on Russian refineries.
“My routine now starts with checking the overnight wires to see if there were any drone strikes on refineries. That’s what this business has come down to,” Kloza told me (drones hit a Russian refinery in Bashkortostan on Wednesday).
The United States faces this new stage of the Iran energy crisis having already boosted both its own exports of oil and authorized the release of over 170 million barrels of crude oil from the Strategic Petroleum Reserve.
Stockpiles of diesel and fuel oil in the United States currently stand at around 106 million barrels. Those inventories have fallen by 1.5 million barrels in the past week and “are about 13% below the five-year average for this time of year,” according to the EIA. Meanwhile, the U.S. Strategic Petroleum Reserve is holding just under 300 million barrels of crude oil, after releasing about 115 million barrels since the war began.
SPR releases will likely continue through September, Arnab Datta, the director of policy implementation at the Institute for Progress, told me. The effect those releases have on prices will largely depend on what forces they’re trying to counteract. A full, persistent closure of the Strait of Hormuz would likely overwhelm SPR releases, as could China deciding to rebuild its oil stockpiles.
“You get a Hormuz-level disruption of that size, no single stockpile really is going to be able to overcome that,” Datta said. “It depends on how much is coming out of Hormuz.”
On electrolyte factories, Josh Shapiro's flip, and Canadian clean power
Current conditions: Firefighters are encircling Belgium’s largest fire on record, just the latest blaze in Europe as historic heat waves roast the continent • The Canadian wildfire smoke that billowed into Michigan this summer cost the state nearly $6.7 billion • The string of storms that now includes the habagat, or southwest monsoon, hammering the Philippines has displaced 5.2 million Filipinos so far.
The Trump administration is barreling forward with a plan to open close to 45 million acres of wilderness in national forests to road construction and logging, removing protection The New York Times said has been in place for a quarter century. The U.S. Forest Service’s proposal would rescind a Clinton-era rule enacted in 2001 to bar roadways from routing through certain areas. The repeal is a major victory for Republican states and industry groups that lobbied for years to revoke the protections, and even unsuccessfully sued more than a dozen times to strike down the so-called roadless rule.
The new push comes a day after Customs and Border Protection paused work on a border barrier in Big Bend National Park after a flurry of videos showing bulldozers marring the protected landscape drove what the public lands-focused news site Public Domain called “a furious backlash.”
You know those thin white lines that trail behind airplanes? If you’re among the hordes of internet-poisoned conspiracy theorists, you may be certain these are called chemtrails, deliberately sprayed aerosols containing some secret mind control substance. In reality, these are condensation trails, or “contrails,” clouds of vapor that condense around soot particles from jet engine exhaust. Though they are not spreading any nefarious biochemical agents, contrails do take a climate toll, trapping outgoing infrared radiation like a blanket and adding to the greenhouse gas effect. Now Google is stepping in with a new program called Operation Blue Skies, in which the tech giant will partner with the British government and airlines to deploy its artificial intelligence technology to help create a zone in the North Atlantic free of any contrails. “While they may seem harmless, these warming contrails account for roughly one third of aviation’s total climate impact,” the two program managers in charge of effort, Paul Hodgson and Chaim Langermann, wrote in a blog post. “Our AI-powered forecasts have enabled flight crews and air traffic controllers to make targeted adjustments that avoid contrail-sensitive regions while remaining within normal flight operations. Now, we’re taking the next major step: expanding beyond individual airline trials to coordinated contrail mitigation across an entire flight corridor.”
The technology could, in theory, lay the groundwork for solar radiation management. Some conspiracists, without real evidence, suggest that contrails are, in fact, already a furtive government experiment to modify the atmosphere with aerosols that reflect the sun’s light back into space, a leading concept for how to artificially cool the planet and buy more time to tackle the causes of climate change. Those efforts are inching closer to reality — just read my colleague Robinson Meyer’s reporting on the world’s first major private geoengineering company’s fundraising or my reporting on when the startup revealed its proprietary reflective particle. Technology that could help coordinate flights to spray aerosols in the atmosphere, or can deliberately keep planes out of certain airspace, may prove central to deploying geoengineering at any real scale. Perhaps a public effort to explain contrails and deal with their actual downsides will earn more trust to experiment with things like solar radiation management. I wouldn’t hold my breath.
Solid-state technology could revolutionize batteries by making them charge faster, last longer, and pack more energy into less space. But the electrolytes needed for the ceramic or polymer interior that store and deliver the battery’s charge are not widely produced in the U.S. On Tuesday, the startup Anthro Energy broke ground on a new factory in Louisville, Kentucky, that is designed to produce enough battery materials for more than 300,000 electric vehicles. The facility is scheduled to start production in 2028, and will provide a definitive domestic source of materials that are otherwise largely sold by Chinese companies, David Mackanic, co-founder and CEO of Anthro Energy, told TechCrunch. The plant itself is a testament to the success of the Biden administration’s two landmark laws. It received $24.9 million from the Department of Energy under the 2021 Infrastructure Investment and Jobs Act, and another $18.4 million in investment tax credits under the 2022 Inflation Reduction Act.
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Back in February, I told you about Pennsylvania Governor Josh Shapiro’s middleground approach on data centers. Instead of advocating a full-on moratorium on building the facilities, as progressives Senator Bernie Sanders of Vermont and New York Representative Alexandria Ocasio-Cortez proposed a month later, the centrist Democrat laid out “selective” new conditions for large data centers seeking Harrisburg’s approval, including recycling of cooling water, as the state became a hotbed for projects. Now Shapiro is making an about face. In what The Philadelphia Inquirer called “a major shift from his initial embrace of the increasingly unpopular projects,” the governor signed a sweeping executive order Tuesday requiring local approval for data centers to receive state permits. The move is not a moratorium. But the extent of the backlash — seven in 10 Americans now oppose data centers in their backyards, per Heatmap Pro’s polling — may mean the need for a local green light serves as an effective ban. The order also removes Amazon’s controversial $20 billion data center complex between Luzerne and Bucks counties from the state’s fast-track permitting program, which is now unavailable to any such projects. “I have no other choice than but to take this executive action to protect the good people of Pennsylvania from these predatory developers and from these projects that would negatively impact our communities,” Shapiro said after signing the order.

Canadian Prime Minister Mark Carney announced plans Monday to invest roughly $50.2 billion into upgrading the nation’s hydroelectric fleet and building new wind turbines, part of the Liberal government’s effort to build “a stronger, more independent, and more sustainable country.” Under the pact with provincial governments, Ottawa will upgrade and expand the behemoth hydroelectric Churchill Falls Generating Station, develop another hydroelectric project on Gull Island in Labrador, build onshore wind turbines, and construct new transmission lines. “Canada is extending its unique advantage in clean, reliable, and affordable power. Because when we master energy, we master our destiny,” Carney said in a statement. The investment comes as Canada is refurbishing and expanding its fleet of CANDUs, a natively-designed type of pressurized heavy water reactor that can run on raw uranium, as I previously reported here.
Romania, one of only seven countries with a pressurized heavy water reactor as part of its fleet, is struggling to generate electricity from its nuclear plants as the rivers Europe depends on for cooling water run low amid the latest heat wave. On Monday, the country’s Ministry of Energy brought a giant coal plant back online to meet surging demand as the nuclear stations idle, according to the Romanian news site Economedia.
Octopus Energy is, by its own press release’s pun, “stretching its tentacles beyond the home and onto the open road.” The U.S. subsidiary of the British renewable energy giant is making Octopus Charge, Europe’s largest electric vehicle charging platform, a public network in the U.S. The company’s app will allow drivers to chargers on the go. “Driving electric should be simple, wherever the journey leads,” Nick Chaset, chief executive of Octopus Energy U.S., said in a statement. “Drivers shouldn’t have to juggle multiple apps and accounts just to charge their cars.”