You’re out of free articles.
Log in
To continue reading, log in to your account.
Create a Free Account
To unlock more free articles, please create a free account.
Sign In or Create an Account.
By continuing, you agree to the Terms of Service and acknowledge our Privacy Policy
Welcome to Heatmap
Thank you for registering with Heatmap. Climate change is one of the greatest challenges of our lives, a force reshaping our economy, our politics, and our culture. We hope to be your trusted, friendly, and insightful guide to that transformation. Please enjoy your free articles. You can check your profile here .
subscribe to get Unlimited access
Offer for a Heatmap News Unlimited Access subscription; please note that your subscription will renew automatically unless you cancel prior to renewal. Cancellation takes effect at the end of your current billing period. We will let you know in advance of any price changes. Taxes may apply. Offer terms are subject to change.
Subscribe to get unlimited Access
Hey, you are out of free articles but you are only a few clicks away from full access. Subscribe below and take advantage of our introductory offer.
subscribe to get Unlimited access
Offer for a Heatmap News Unlimited Access subscription; please note that your subscription will renew automatically unless you cancel prior to renewal. Cancellation takes effect at the end of your current billing period. We will let you know in advance of any price changes. Taxes may apply. Offer terms are subject to change.
Create Your Account
Please Enter Your Password
Forgot your password?
Please enter the email address you use for your account so we can send you a link to reset your password:
On ravenous data centers, treasured aluminum trash, and the drilling slump

Current conditions: The West Coast’s parade of storms continues with downpours along the California shoreline, threatening mudslides • Up to 10 inches of rain is headed for the Ozarks • Temperatures climbed beyond 50 degrees Fahrenheit in Greenland this week before beginning a downward slide.
The Department of Energy’s Loan Programs Office just announced a $1 billion loan to finance Microsoft’s restart of the functional Unit 1 reactor at the Three Mile Island nuclear plant. The funding will go to Constellation, the station’s owner, and cover the majority of the estimated $1.6 billion restart cost. If successful, it’ll likely be the nation’s second-ever reactor restart, assuming Holtec International’s revival of the Palisades nuclear plant goes as planned in the next few months. While the Trump administration has rebranded several loans brokered under its predecessor, this marks the first completely new deal sanctioned by the Trump-era LPO, a sign of Energy Secretary Chris Wright’s recent pledge to focus funding on nuclear projects. It’s also the first-ever LPO loan to reach conditional commitment and financial close on the same day.
“Constellation’s restart of a nuclear power plant in Pennsylvania will provide affordable, reliable, and secure energy to Americans across the Mid-Atlantic region,” Wright said in a statement. “It will also help ensure America has the energy it needs to grow its domestic manufacturing base and win the AI race.” Constellation’s stock soared in after-hours trading in response to the news. Holtec’s historic first restart in Michigan got the green light from regulators to come back online in July, as I reported in this newsletter at the time. But already another company is lining up to turn its defunct reactor back on: As I reported here in August, utility giant NextEra wants to revive its Duane Arnold nuclear station in Iowa. The push to restart older reactors reflects a growing need for electricity long before new reactors can come online. Meanwhile, next-generation reactors are plowing ahead. The nuclear startup Valar Atomics claimed this week to achieve criticality long before the July 4 deadline set in an Energy Department competition.
Over the next five years, American demand for electricity is set to grow by the equivalent of 15 times the peak demand of the entirety of New York City. That’s according to the latest annual forecast from the consultancy Grid Strategies. The growth — roughly sixfold what was forecast in 2022 — comes overwhelmingly from data centers, as shown by which regions expect the largest growth:

“The fact that these facilities are city-sized is a huge deal,” John Wilson, Grid Strategies’ vice president and the report’s lead author, told Canary Media. “That has huge implications if these facilities get canceled, or they get built and don’t have long service lives.” Mounting political opposition to data centers could make deals less certain. A Heatmap Pro survey in September found just 44% of Americans would welcome a data center opening nearby. And last week I wrote about how progressives in Congress are rallying around a crackdown on data centers.
Sign up to receive Heatmap AM in your inbox every morning:
The contrast couldn’t be starker. In Washington, President Donald Trump rolled out the red carpet for Saudi Crown Prince Mohammed bin Salman, offering an opulent welcome to the White House and lashing out at reporters who asked about September 11 or the killing of journalist Jamal Khashoggi. In Belém, Brazil, meanwhile, former Vice President Al Gore tore into the team of delegates Saudi Arabia sent to the United Nations climate summit for “flexing its muscles” in negotiations about how to shift away from oil and gas. “Saudi Arabia appears to be determined to veto the effort to solve the climate crisis, only to protect their lavish income from selling the fossil fuels that are the principal cause of the climate crisis,” Gore told the Financial Times. “I hope that the rest of the world will stand up to this obscene greed and recklessness on the part of the kingdom.”
But the Trump meeting could yield some progress on clean energy. Among the top issues the White House listed in its read-out of the summit was the push to export American atomic energy technology to Saudi Arabia as the country looks to follow the United Arab Emirates in embracing nuclear power.
Facing growing needs for domestic sources of metal for the energy transition, the European Union is seeing its trash as treasure. On Tuesday, the European Commission proposed restricting exports of aluminum scrap amid what The Wall Street Journal called “concerns that rising outflows of the resource could leave Europe short of a critical input for its decarbonization efforts.” Speaking at the European Aluminum Summit, EU trade chief Maros Sefcovic referred to the exports as “leakage.” The proposal wouldn’t fully block sales of aluminum scrap overseas, but would adopt a “balanced” measure that ensures sufficient supplies and competitive prices in the single market. “Scrap is a strategic commodity given its important contribution to circularity and decarbonization, as production from secondary materials releases less emissions and is less energy intensive, as well as to our strategic autonomy,” Sefcovic said. The measure is set to be adopted by spring 2026.
In the U.S., the Biden administration made what Heatmap’s Matthew Zeitlin last year called a “big bet” on aluminum. The Trump administration slapped steep new tariffs on imported aluminum, though as our colleague Katie Brigham wrote, “aluminum producers rely on imports of these same materials to build their own plants. Tariffs on these vital construction materials — plus exorbitant levies on all goods from China — will make building new production facilities significantly costlier.”

The average number of active rigs per month that are drilling for oil and natural gas in the continental United States fell steadily over the past year. As of last month, the U.S. had 517 rigs in operation, down from a peak of 750 in the end of 2022. The number of oil-pumping rigs dropped 33% to 397 rigs, while gas-pumping rigs slid 23% to 120 rigs over the same period from December 2022 to October 2025. While the Energy Information Administration said the declining rig count “reflects operators’ responses to declining crude oil and natural gas prices,” the federal research agency said it’s also “improvement in drilling efficiencies,” meaning companies are getting more fuel out of existing wells.
It’s been a pattern in recent research on sustainability. Scientists look at methods that Indigenous groups have maintained as traditions only to find that approaches that have sustained throughout centuries or millennia are finding new value now. A study by the University of Hawaiʻi at Mānoa’s Hawaiʻi Institute of Marine Biology found that Native Hawaiian aquaculture systems — essentially fish ponds known as loko iʻa — effectively shielded fish populations from the negative impacts of climate change, demonstrating resilience and bolstering local food security. “Our study is one of the first in academic literature to compare the temperatures between loko iʻa and the surrounding bay and how these temperature differences may be reflected in potential fish productivity,” lead author Annie Innes-Gold, a recent PhD graduate from the university, said in a press release. “We found that although rising water temperature may lead to declines in fish populations, loko iʻa fish populations were more resilient.”
Log in
To continue reading, log in to your account.
Create a Free Account
To unlock more free articles, please create a free account.
On Google’s energy glow up, transmission progress, and South American oil
Current conditions: Nearly two dozen states from the Rockies through the Midwest and Appalachians are forecast to experience temperatures up to 30 degrees above historical averages on Christmas Day • Parts of northern New York and New England could get up to a foot of snow in the coming days • Bethlehem, the West Bank city south of Jerusalem in which Christians believe Jesus was born, is preparing for a sunny, cloudless Christmas Day, with temperatures around 60 degrees Fahrenheit.
This is our last Heatmap AM of 2025, but we’ll see you all again in 2026!
Just two weeks after a federal court overturned President Donald Trump’s Day One executive order banning new offshore wind permits, the administration announced a halt to all construction on seaward turbines. Secretary of the Interior Doug Burgum announced the move Monday morning on X: “Due to national security concerns identified by @DeptofWar, @Interior is PAUSING leases for 5 expensive, unreliable, heavily subsidized offshore wind farms!” As Heatmap’s Jael Holzman explained in her writeup, there are only five offshore wind projects currently under construction in U.S. waters: Vineyard Wind, Revolution Wind, Coastal Virginia Offshore Wind, Sunrise Wind, and Empire Wind. “The Department of War has come back conclusively that the issues related to these large offshore wind programs create radar interference, create genuine risk for the U.S., particularly related to where they are in proximity to our East Coast population centers,” Burgum told Fox Business host Maria Bartiromo.
The new blanket policy is likely to slow progress on passing the big bipartisan federal permitting reform bill. The SPEED Act (if you need an explainer, read this one from Heatmap’s Emily Pontecorvo) passed in the House last week. But key Senate Democrats said they would not champion a bill with provisions they might otherwise support unless the legislation curbed federal agencies’ power to yank already-granted permits, a move clearly meant to thwart Trump’s “total war on wind.” Republican leaders in the House stripped the measure out at the last moment. On Monday afternoon, the senators called the SPEED Act “dead in the water.”
The Department of the Interior and the Forest Service greenlit the 500-kilovolt Cross-Tie transmission project to carry electricity 217 miles between substations in Utah and Nevada. Dubbed the “missing pathway” between two states with fast-growing solar and geothermal industries, the power line had previously won support from a Biden-era program at the Department of Energy’s Grid Deployment Office. Last week, the federal agencies approved a right-of-way for a route that crosses the Humboldt-Toiyabe National Forest and public land controlled by the Interior Department’s Bureau of Land Management. In a press release directing the public to official documents, the bureau said the project “supports the administration’s priority to strengthen the reliability and security of the United States electric grid.”
Get Heatmap AM directly in your inbox every morning:
Google parent Alphabet bought the data center and energy infrastructure developer Intersect for nearly $5 billion in cash. Google had already held a minority stake in the company. But the deal, which also includes assuming debt, allows the tech behemoth to “expand capacity, operate more nimbly in building new power generation in lockstep with new data center load, and reimagine energy solutions to drive U.S. innovation and leadership,” Sundair Pichai, the chief executive of Alphabet and Google, said in a statement.
The acquisition comes as Google steps up its energy development, with deals to commercialize all kinds of nascent energy technologies, including next-generation nuclear reactors, fusion, and geothermal. The company, as Heatmap's Matthew Zeitlin noted this morning, has also hired a team of widely respected experts to advance its energy work, including the researcher Tyler Norris and and the Texas grid analyst Doug Lewin. But Monday’s deal wowed industry watchers. “Damn, big tech is now just straight up acquiring power developers to scale up data centers faster,” Aniruddh Mohan, an electricity analyst at The Brattle Group consultancy, remarked on X. In response, the researcher Isaac Orr joked: “Next they buy out the utilities themselves.”
Sign up to receive Heatmap AM in your inbox every morning:
The long duration energy storage developer Hydrostor has won final approval from California regulators for a 500-megawatt advanced compressed air energy storage project capable of pumping out eight hours of continuous discharge to the grid. With the thumbs up from the California Energy Commission, the Willow Rock Energy Storage Center will be “shovel ready” next year. The technology works by using electricity from wind and solar to power a compressor that pushes air into an underground cavern, displacing water, then capturing the heat generated during the compression and storing the energy in the pressurized chamber. When the energy is discharged, the water pressure forces the air up, and the excess heat warms the expanding air, driving a turbine to generate electricity. The plant would be Hydrostor’s first facility in the U.S. The company has another “late-stage” development underway in Australia, and 7 gigawatts of projects in the pipeline worldwide.

The world is awash in oil and prices are on track to keep falling as rising supply outstrips demand. At just 0.8 million barrels per day, predictions for growth in 2026 are the lowest in the last four years. But Brazil, Guyana, and Argentina will account for at least half of the expected global increase in production of crude. In its latest forecast, the U.S. Energy Information Administration said the three South American nations will account for 0.4 million barrels per day of the 0.8 million spike projected for 2026. The three countries — oddly enough one of the only potential trios on the mostly Spanish-speaking continent with three distinct languages, given Brazil’s Portuguese and Guyana’s English — comprised 28% of all global growth in 2025.
A fungal blight that gets worse as temperatures rise is killing conifers, including Christmas trees. But scientists at Mississippi State University have discovered a unique Leyland cypress tree at a Louisiana farm with a resistance to Passalora sequoia, the fast-spreading disease that attacks the needles of evergreens. In a statement, Jeff Wilson, an associate professor of ornamental horticulture at Mississippi State University, said that, prior to the study, “there had not been any research on Christmas trees in Mississippi since the late ‘70s or early ‘80s, but there is a real need for the research today.” May all your endeavors in the new year be as curious, civic-minded, and fruitful as that. Wishing you all a merry Christmas, happy New Year, and what I hope is a restful time off until we return to your inbox in January.
The hyperscaler is going big on human intelligence to help power its artificial intelligence.
Google is on an AI hiring spree — and not just for people who can design chips and build large language models. The tech giant wants people who can design energy systems, too.
Google has invested heavily of late in personnel for its electricity and infrastructure-related teams. Among its key hires is Tyler Norris, a former Duke University researcher and one of the most prominent proponents of electricity demand flexibility for data centers, who started in November as “head of market innovation” on the advanced energy team. The company also hired Doug Lewin, an energy consultant and one of the most respected voices in Texas energy policy, to lead “energy strategy and market design work in Texas,” according to a note he wrote on LinkedIn. Nathan Iyer, who worked on energy policy issues at RMI, has been a contractor for Google Clean Energy for about a year. (The company also announced Monday that it’s shelling out $4.5 billion to acquire clean energy developer Intersect.)
“To me, it’s unsurprising. I love the work of all the people they’ve been hiring,” Peter Freed, a former Meta energy executive and the founder of Near Horizon Group, told me. “Google has always been willing to do bleeding edge stuff — that’s one of the cool things about Google.”
Google declined to comment on its staffing moves, but other figures who have extensive energy experience argued that working at a big energy buyer like Google is a necessary step to becoming a well-rounded energy pro.
“I think that evangelists, technologists, compliance officers, and visionaries all have to be one and the same person, or a small gathering of a few people who can have and share all of those roles simultaneously,” Arushi Sharma Frank, an energy industry consultant and investor, told me of Google’s recent hiring push. She also told me that Spencer Cummings, the deputy chief digital officer at the Federal Energy Regulatory Commission, will soon join Google’s public service team, posting about the hire on LinkedIn. (Cummings himself did not respond to a request for comment.)
The spate of hiring suggests that Google sees its data center buildout and its longstanding clean energy goals as intertwined, and is throwing all the talent it can at the problem in an attempt to avoid unnecessary greenhouse gas emissions.
Google has been developing clean energy resources for almost 20 years, and has long been one of the most aggressive and innovative tech giants in creating new financial and legal structures to help support them.
After first matching its annual energy usage with renewable output in 2017, the company has since upped its goal, aiming to match its hour-by-hour energy use in the areas where its operations are actually located. This means making investments beyond wind and solar into more capital intensive and complex power generation, projects such as geothermal or even advanced nuclear.
At the same time, big tech companies are already facing political blowback from their buildouts of multi-billion-dollar, gigawatt-scale data centers for artificial intelligence at a time of rising electricity prices. Google has also been a leader in attempting to head off those issues, including by contracting with utilities to commit to paying the transmission costs over the long term so that they don’t get spread to the rest of a utility’s customers. Another way might be to have data centers work more intermittently, at times when the grid is least stressed, and thus not increase peak demand — i.e. the method Norris has proposed.
Google’s recent hiring indicates that these are strategies it will continue to refine as its data center buildout moves forward. Norris wrote on X that he’ll “be focused on identifying and advancing innovations to better enable electricity markets to accommodate AI-driven demand and clean energy technologies.” Lewin, meanwhile, said that his remit will be “creating and implementing strategies to integrate data centers into the grid in ways that lower costs for all energy consumers while strengthening the grid.”
That Google is after energy talent in Texas should be no surprise — the company is planning to invest some $40 billion in Texas alone through 2027, Google chief executive Sundar Pichai wrote on LinkedIn.
“In general, all of the tech companies are so flat out trying to deliver any megawatt of data center capacity they possibly can,” Freed said.
In its most recent quarter alone, Google’s parent company Alphabet spent $24 billion on capital expenditures, the “vast majority” of which was “technical infrastructure” split between servers, data centers, and networking equipment, Anat Ashkenazi, Alphabet’s chief financial officer, said in the company’s third quarter earnings call in October. Ashkenazi said that full-year capital expenditures would be between $91 billion and $95 billion this year — and that 2026 would see a “significant increase.”
That spending “will continue to put pressure” on profits, Ashkenazi said, and specifically called “related data center operation costs, such as energy” a factor in that.
The data center buildout also puts more pressure on Google’ sustainability goals. “While we remain committed to our climate moonshots, it’s become clear that achieving them is now more complex and challenging across every level,” the company said in its 2025 environmental report. The issue, Google said, was a mismatch between accelerating demand for energy and available supply of the clean stuff.
The “rapid evolution of AI” — an evolution that is being actively spurred on by Google — “may drive non-linear growth in energy demand, which makes our future energy needs and emissions trajectories more difficult to predict,” the company said in the report. As for clean energy, “a key challenge is the slower-than-needed deployment of carbon-free energy technologies at scale, and getting there by 2030 will be very difficult.”
It’s not lost on people — okay, not lost on me — that many of these Google hires are some of the most prominent voices in energy and electricity policy today, with largely independent platforms now being absorbed into a $3.7 trillion company. But while this might be a loss for the media industry as the roster of experts available for us to consult gets absorbed into the Googleplex, it’s likely a good thing for energy policy development overall, Sharma Frank said.
“I think that we are under-indexing in this country largely on how important it actually is for strong public voices to go inside impact-creation companies," she told me, adding — “and then for those companies to eventually release those people back out into the wild so that they can drive impact in new ways.”
A lookahead with Heatmap’s own Emily Pontecorvo, Matthew Zeitlin, and Jillian Goodman.
2025 has been a rough year for climate and energy news. But enough about that. Let’s start looking at 2026!
On this week’s episode of Shift Key, Rob is joined by some of Heatmap’s writers and editors to discuss our biggest stories and predictions for 2026 — what we’re tracking, what could surprise us, and what could happen next. We also discuss a recent op-ed in The New York Times arguing that Democrats should work more closely with the U.S. oil and gas industry. Today’s panel includes Heatmap’s founding staff writer Emily Pontecorvo, staff writer Matthew Zeitlin, and deputy editor Jillian Goodman.
Shift Key is hosted by Robinson Meyer, the founding executive editor of Heatmap, and Jesse Jenkins, a professor of energy systems engineering at Princeton University. Jesse is off this week.
Subscribe to “Shift Key” and find this episode on Apple Podcasts, Spotify, Amazon, or wherever you get your podcasts.
You can also add the show’s RSS feed to your podcast app to follow us directly.
Here is an excerpt from our conversation:
Robinson Meyer: I was thinking when Matt was talking about how different the current moment is from 2020 that back then, here was this idea that there was some risk, maybe, that some costs would go up a little. But inflation had been out of the picture for so long that we were in an environment where unemployment was the concern and not the price level, and so the idea that prices might go up a tiny bit in exchange for economic activity seemed like an okay trade.
And I would actually say, this is where I think there’s some potential for a comeback for more traditional types of environmental and climate activism in 2026, which is, the unemployment rate is currently 4.6%, as of a release last week, which historically, it hasn’t been above 4.6% very much in the past several decades. And when it is above 4.6% usually means unemployment’s about to spike.
And I think in a world where we switch from talking about affordability to talking about unemployment and a lack of general economic activity — especially in a world where AI is a big deal and people are very worried about job loss from AI, suddenly all the ideas about generating economic activity by doing kind of pro-social decarbonization activities are going to swing right back into the conversation.
And we know what a Donald Trump administration is like when prices are increasing by 3% a year, and that is, he’s not very popular. We don’t know what a Donald Trump administration is like when unemployment’s at 5%, or 5.5%. And if that were to happen, the floor could really drop out, and we could see a huge swing back to the type of policies that we were talking about not so long ago.
Mentioned:
Trump Uses ‘National Security’ to Freeze Offshore Wind Work
Matthew Yglesias’ op-ed: Obama Supported It. The Left in Canada and Norway Does. Why Don’t Democrats?
Emily on California cities’ new heat pump rules
The House Just Passed Permitting Reform. Now Comes the Hard Part.
This episode of Shift Key is sponsored by …
Heatmap Pro brings all of our research, reporting, and insights down to the local level. The software platform tracks all local opposition to clean energy and data centers, forecasts community sentiment, and guides data-driven engagement campaigns. Book a demo today to see the premier intelligence platform for project permitting and community engagement.
Music for Shift Key is by Adam Kromelow.