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On Ohio’s renewables ban, China’s emissions, and Israeli nuclear

Current conditions: It looks like rain on Valentine’s Day across the South • Storm Nils is battering France with heavy rain and gales of up to 100 miles per hour • A Northeast Monsoon, known locally as an Amihan, is flooding the northern Philippine island of Luzon, threatening mudslides.
President Donald Trump has done what he didn’t dare attempt during his first term, repealing the finding that provided the legal basis for virtually all federal regulations to curb greenhouse gas emissions. By rescinding the 2009 “endangerment finding,” which established that planet-heating emissions harm human health and therefore qualify for restrictions under the Clean Air Act, the Trump administration hopes to unwind all rules on pollution from tailpipes, trucks, power plants, pipelines, and drilling sites all in one fell swoop. “This is about as big as it gets,” Trump said alongside Environmental Protection Agency Administrator Lee Zeldin at a White House event Thursday.
The repeal, which is sure to face legal challenges, opens up what Reuters called a new front in the legal wars over climate change. Until now, the Supreme Court had declined to hear so-called public nuisance cases brought by activists against fossil fuel companies on the grounds that the legal question of emissions was being sorted out through federal regulations. By eliminating those rules outright, litigants could once again have new standing to sue over greenhouse gas emissions. To catch up on the endangerment finding in general, Heatmap’s Robinson Meyer and Emily Pontecorvo put together a handy explainer here.
A bill winding its way through Ohio’s Republican-controlled state legislature would put new restrictions on development of wind and solar projects. The state already makes solar and wind developers jump over what Canary Media called extra hurdles that “don’t apply to fossil-fueled or nuclear power plants, including counties’ ability to ban projects.” For example, siting authorities defer to local opposition on renewable energy but “grant opponents little say over where drilling rigs and fracking waste can go.”
The new legislation would make it state policy “in all cases” for new power plants to “employ affordable, reliable, and clean energy sources.” What qualifies as “affordable, reliable, and clean”? Pretty much everything except wind and solar, potentially creating a total embargo on the energy sources at any utility scale. The legislation mirrors a generic bill promoted to states by the American Legislative Exchange Council, a right-wing policy shop.
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China’s carbon dioxide emissions fell by 1% in the last three months of 2025, amounting to a 0.3% drop for the full year. That’s according to a new analysis by Carbon Brief. The decline extends the “flat or falling” trend in China’s emissions that started in March 2024 and has now lasted nearly two years. Emissions from fossil fuels actually increased by 0.1%, but pollution from cement plunged 7%. While the grid remains heavily reliant on coal, solar output soared by 43% last year compared to 2024. Wind grew by 14% and nuclear by 8%. All of that allowed coal generation to fall by 1.9%.
At least one sector saw a spike in emissions: Chemicals, which saw emissions grow 12%. Most experts interviewed in Heatmap’s Insiders Survey said they viewed China has a climate “hero” for its emissions cuts. But an overhaul to the country’s electricity markets yielded a decline in solar growth last year that’s expected to stretch into this year.
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Rivian Automotive’s shares surged nearly 15% in after-hours trading Thursday when the electric automaker announced earnings that beat Wall Street’s expectations. While it cautioned that it would continue losing money ahead of the launch of its next-generation R2 mid-size SUV, the company said it would deliver 62,000 to 67,000 vehicles in 2026, up 47% to 59% compared with 2025. Rivian CEO RJ Scaringe told CNBC that the R2 would make up the “majority of the volume” of the business by the end of next year. He told investors 2025 was a “foundational year” for the company, but that 2026 would be “an inflection point.”
Another clean energy company is now hot on the stock market. SOLV Energy, a solar and battery storage construction contractor, secured market capitalization eclipsing $6 billion in the two days since it started trading on the Nasdaq. The company, according to Latitude Media, is “the first pure-play solar and storage” company in the engineering, procurement, and construction sector of the industry to go public since 2008.

Israel has never confirmed that it has nuclear weapons, but it’s widely believed to have completed its first operating warhead in the 1960s. Rather than give up its strategic ambiguity over its arsenal, Israel instead forfeited the development of civilian nuclear energy, which would have required opening up its weapons program to the scrutiny of regulators at the United Nations’ International Atomic Energy Agency. That apparently won’t stop the U.S. from building a reactor in Israel to power a joint industrial complex. Washington plans to develop a campus with an advanced microchip factory and data centers that would be powered by a small modular reactor, NucNet reported. So-called SMRs have yet to be built at a commercial scale anywhere in the world. But the U.S. government is betting that smaller, less powerful reactors purchased in packs can bring down the cost of building nuclear plants and appeal to fearful skeptics as a novel spin on the older technology.
In reality, SMRs are based on a range of designs, some of which closely mirror traditional, large-scale reactors but for the power output, and a growing chorus of critics say the economies of scale are needed to make nuclear projects pencil out. But the true value of SMRs is for off-grid power. As I wrote last week for Heatmap, if the U.S. government wants it for some national security concern, the price doesn’t matter as much.
Of all the fusion companies racing to build the first power plant, Helion’s promise of commercial electricity before the end of the decade has raised eyebrows for its ambition. But the company has hit a milestone. On Friday morning, Helion’s Polaris prototype became the first privately developed fusion reactor to use a deuterium-tritium fuel source. The machine also set a record with plasma temperatures 150 million degrees Celsius, smashing its own previous record of 100 million degrees with an earlier iteration of Helion’s reactor.
Editor’s note: This story has been updated to replace several items from August that ran by mistake.
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Current conditions: Colorado is digging out of its biggest snowstorm of the season, which dumped another six inches on Denver yesterday • Heavy rain and mudflows in Tajikistan have killed at least four people this week • Spring showers are drenching the Croatian island of Ugljan in the Kornati archipelago.
Electricity prices went up again last month, but as Heatmap’s Emily Pontecorvo reported this morning, it’s not because of the Iran War. The latest spike, which appears in a data update released this morning in Heatmap and MIT’s Electricity Price Hub, shows that prices were 6.7% higher, on average, than the same month the previous year. The 12-month trailing average, a measure that smooths out seasonal fluctuations in rates, was up 6.5% from a year ago.
While both of these stats represent new peaks — as is almost always the case with electricity prices over time — the overall growth in prices in April was not unusual, Emily wrote. “National average electricity prices have been increasing at a similar rate this year as they have during the past five years, with the exception of 2022, when there was a significant spike in the cost of natural gas. Natural gas plants generate the largest proportion of U.S. power, and the cost of the fuel has an outsized influence on our electricity prices.”
But some places, such as New Jersey and Washington, D.C., saw 21% and 25% increases, respectively, in their 12-month trailing averages due to strained dynamics in PJM, the electricity market they are part of, where power demand is outstripping supply. But Emily writes that: “The new April data also shows how sometimes electricity prices undergo big fluctuations for more arbitrary, and ultimately temporary reasons.” For example, some states such as California and Massachusetts issued dividends or rebates that reduced bills during hotter months when electricity costs typically rise.
See the data for yourself here..
We all know that the backlash to data centers is mounting. As I reported for Heatmap in February, the proportion of voters who strongly oppose developing server farms grew by an eye-popping 50% in just a few months. Now Heatmap’s Robinson Meyer has some exclusive data via our intelligence platform Heatmap Pro that really puts a fine point on how effective that political pushback has become. At least 20 proposed data centers were canceled amid local pushback during the first three months of 2026, smashing a record set only in the previous quarter. “The cancellations,” Rob wrote, “reveal the rapidly expanding backlash to data center construction has not yet peaked.” About 100 new data center fights were also added to Heatmap Pro’s database during the first quarter, another new record.
It’s no wonder why. Even the data centers owned by the richest man in the world aren’t fulfilling basic promises made to voters about the sustainability of the projects. Elon Musk pledged two years ago to build a state-of-the-art water recycling plant in Memphis, Tennessee, to guarantee that his xAI servers wouldn’t deplete the city’s groundwater. Now that Musk’s first data center dedicated to his AI chatbot is up and running, construction on the recycling facility has come to an abrupt halt.
Add this to the list of achievements for China’s booming offshore wind industry. China Three Gorges Corporation announced that it has completed the installation of a 16-megawatt floating offshore wind turbine off the coast of Guangdong province, in what offshoreWIND.biz described as “the world’s largest single-unit floating wind turbine platform.” The pilot project is located in waters nearly 44 miles offshore at depths of close to 165 feet. The developer called the installation a milestone toward deep-sea floating wind technology that could harness stronger air flows and expand the footprint of offshore wind into areas of the Pacific coastline where the continental shelf drops off steeply and close to shore. As in sectors such as solar panels and batteries, the floating wind industry is driven by fierce internal competition in China.
In the U.S., meanwhile, the developer that had planned to build the nation’s first floating offshore wind farm off central California just took a payout from the Trump administration in exchange for abandoning its federal lease. Golden State Wind was among two companies that followed French energy giant TotalEnergies in taking refunds from the Department of the Interior while promising to halt all offshore wind development in the future, as I wrote last month. And as I told you on Tuesday, California regulators are now investigating the developer.
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As the nation’s largest federally owned utility, the Tennessee Valley Authority is, in many ways, the closest thing the U.S. has to one of the giant state companies that handle nuclear construction in countries with major atomic energy sectors such as France, South Korea, or Japan. The TVA has recently refashioned itself as a testing ground for new American reactor technologies. The world’s second BWRX-300, the 300-megawatt boiling water reactor from GE Vernova Hitachi Nuclear Energy, is set to be built at the TVA’s Clinch River site. The first power purchase agreement between a next-generation reactor developer and a U.S. utility was Kairos Power’s Google-backed deal to sell electricity from its first commercial molten salt reactor to the TVA. The White House is even giving the TVA an early look at new rules coming out of the Nuclear Regulatory Commission. So it’s fitting that now the TVA is generating far more electricity from nuclear energy than this time last year. The utility’s nuclear fleet supplied 41% of its power in the first half of this year, compared to 31% in the same six-month window of 2025, Utility Dive reported. The milestone comes as Mike Skaggs, the TVA’s interim chief executive since CEO Don Moul announced his retirement last month, names nuclear as a top priority.
Type One Energy, a U.S.-based fusion company backed by Bill Gates’ Breakthrough Energy Ventures, has made a deal to develop its first commercial power plant in the United Kingdom within a decade. The consortium includes the U.S. engineering firm Aecom and the British fusion supplier Tokamak Energy. Type One is already in “very early conversations with several potential customers,” CEO Chris Mowry told the Financial Times. The move comes just weeks after Gates’ fission company, TerraPower, began construction on its first plant in Wyoming, as I wrote last month.
Meanwhile, another clean energy venture in the U.K. is going under. Morrow Batteries, a lithium-ion manufacturer in Europe, filed for bankruptcy Wednesday. “It’s a tough outcome after years of building with over €400 million invested, strong technology, real products in the field, and an outstanding team that stands together through tremendous challenges,” CEO Jon Fold von Bülow wrote in a post on LinkedIn. “I firmly believe this is not the end.” He said he’s hoping to sell to a buyer who will take the technology forward.

I’ll let this chart from the sustainability research service Watershed speak for itself. As Watershed’s head of science John Bistline put it on X: “Texas just passed California in utility-scale solar. And it's not close in wind or energy storage.”
The cost of electricity goes up like clockwork.
Electricity prices continued to climb higher in April, according to Heatmap and MIT’s Electricity Price Hub. Prices in April 2026 were 6.7% higher, on average, than the same month the previous year. The 12-month trailing average, a measure that smooths out seasonal fluctuations in rates, was up 6.5% from a year ago.
While both of these stats represent new peaks — as is almost always the case with electricity prices over time — the overall growth in prices in April was not unusual. National average electricity prices have been increasing at a similar rate this year as they have during the past five years, with the exception of 2022, when there was a significant spike in the cost of natural gas. Natural gas plants generate the largest proportion of U.S. power, and the cost of the fuel has an outsized influence on our electricity prices.
Although Trump’s war with Iran has inflated gasoline prices and the cost of other crude oil-based products, perhaps counterintuitively, it has not had any effect on U.S. power prices. Unlike in Europe and Asia, where the Iran war has led to natural gas shortages and price spikes, the U.S. is mostly self-sufficient when it comes to natural gas. The only way the war would affect our power prices is if it led to an increase in exports, tightening our domestic supply. That’s not possible any time soon — our export facilities are already at max capacity. “We couldn't export more gas, even if we wanted to,” Ryan Kellogg, an energy economist at the University of Chicago, told me.
The picture of what’s happening with U.S. electricity prices changes again, however, when we zoom in to the state level. Even though the national average growth rate is comparable to the past several years, there are a handful of individual states that are seeing much more rapid increases.
New Jersey and Washington, D.C., for instance, saw 21% and 25% increases, respectively, in their 12-month trailing averages between May 2025 and April 2026, compared to a national average increase of 6%. These areas are seeing more rapid growth due to the strained dynamics in PJM, the electricity market they are a part of, where electricity demand is outpacing supply.
The new April data also shows how sometimes electricity prices undergo big fluctuations for more arbitrary, and ultimately temporary reasons. In California, for example, rates were about the same over the first three months of this year as the same months in 2025, but in April they were more than 50% higher. That’s because last year, Californians received a big bill credit in the month of April — a sort of dividend from the state’s carbon tax. For this year, regulators voted to shift that payment to August, when residents’ electricity bills are typically higher due to air conditioning.
Similarly, one of the largest month-to-month price spikes in the data set was in Massachusetts, where the utility Eversource’s electric rates jumped 36% between March and April. The utility had agreed to artificially lower its rates in February and March after the governor asked for rate relief during the winter months. In April, rates sprang back up.
That’s why the 12-month trailing average is a helpful metric — it can be deceiving to look at how much rates and bills change on a monthly basis.
The number of data centers canceled after pushback set a record in the first quarter of the year, new data from Heatmap Pro shows.
Data centers are getting larger and larger. But even so, few are as large as the Sentinel Grove Technology Park, a proposed data center near Port St. Lucie, Florida.
The proposed facility — which became known as Project Jarvis — was set to be built on old agricultural land. It would use up to 1 gigawatt of electricity, enough to power a mid-size city, and bring in up to $13.5 billion in investment to the county.
The project was immediately controversial. But its developers anticipated issues: They would build their own self-contained, self-provided water facilities to service the project, and they agreed to set its 60-foot buildings back far enough from the road so that they couldn’t be seen by drivers.
It wasn’t enough. The project lost a key vote in the planning board in October. And in February, Project Jarvis’s developers withdrew their land use application entirely after Governor Ron DeSantis proposed AI regulation in the statehouse.
The facility was the largest data center project canceled after facing opposition in the first quarter of 2026. But it wasn’t the only one.
At least 20 proposed data center projects were canceled after local pushback during the first three months of 2026, smashing a record set only in the previous quarter, according to a review of press accounts, public records, and project announcements conducted by Heatmap Pro.
These canceled projects accounted for more than $41.7 billion in investment and represented at least 3.5 gigawatts of electricity demand.
The cancellations reveal the rapidly expanding backlash to data center construction has not yet peaked. From Georgia to Pennsylvania, locals have rebelled against newly proposed data centers, even when the planned facilities are not planning to run artificial intelligence models.

If anything, fights over data centers are surging now. Heatmap Pro’s researchers added roughly 100 new data center fights to their database during the first three months of the past year, a new record.
These fights are succeeding in terminating projects. Last year, roughly 25 data center projects were canceled nationwide after facing some type of local opposition, according to Heatmap Pro data. The country is likely to break that record in 2026 over the next few weeks, our data suggests — only five months into the year.
At least $85 billion in data center projects have been canceled over the past three years, according to Heatmap Pro data.

These numbers haven’t been previously reported. Over the past year, researchers at our intelligence platform Heatmap Pro have conducted a comprehensive national survey of local opposition to data center construction. They have regularly called every U.S. county to tally data center cancellations and any new rules limiting data center construction.
This data is normally available to companies and individuals who subscribe to Heatmap Pro, but we periodically publish a high-level summary of this data. We last released our results in January.