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On a sodium-ion megadeal, the Bangladeshi atom, and space solar

Current conditions: More than 200 damaging wind reports from Missouri to Indiana came in so far this week as a series of storms wraps up over the Central United States • South Sudan’s capital of Juba is roasting in temperatures nearing 100 degrees Fahrenheit as heavy storms threaten to add to existing floods • Gale warnings are in effect in the Philippine Sea and the South China Sea as a northeasterly monsoon churns up winds of up to 40 knots.
And then there were three. Last month, Dominion Energy’s Coastal Virginia Offshore Wind started generating electricity for the mid-Atlantic grid just days after Orsted’s Revolution Wind entered into service off the coast of Rhode Island. Now a third U.S. offshore wind project is fully up and running. On Monday, Massachusetts Governor Maura Healey announced that Vineyard Wind had activated its electricity contracts with utilities, setting fixed prices for the 800-megawatt project 15 miles south of Martha’s Vineyard and Nantucket over the next 20 years. In a press release, Healey said the power purchase agreements will save Massachusetts ratepayers roughly $1.4 billion in electricity costs throughout these next two decades. “Throughout one of the coldest winters in recent history, Vineyard Wind turbines powered our homes and businesses at a low price and now that price goes even lower with the activation of these contracts,” Healey said in a statement. “Especially as President Trump is taking energy sources off the table and increasing prices with his war in Iran, we should be leaning into more American-made wind power.” Vineyard Wind first began selling power to the market in 2024, but at what The New Bedford Light called “fluctuating and at times higher prices.” As of this week and for the next year, the price will be set at $69.50 per megawatt-hour.
That hasn’t stopped the Trump administration from finding new ways to terminate other offshore wind projects. As I wrote yesterday, the Department of the Interior announced that two more projects — Bluepoint Wind off the coast of New Jersey and Golden State Wind off California — had taken the administration up on its offer to pay back the leasing costs up to a combined nearly $900 million in exchange for the developers abandoning the bids and agreeing not to pursue other offshore wind deals in the U.S. “We did not take this decision lightly,” Michael Brown, the CEO of Ocean Winds North America, told Heatmap’s Emily Pontecorvo in an emailed statement. “But when the underlying conditions in a market change, we must adapt. In this case, receiving a refund for the lease payments we had invested and exiting on agreed terms was the right outcome for our shareholders and partners.”
The United Arab Emirates said Tuesday it would withdraw from the Organization of the Petroleum Exporting Countries, shrinking the world’s biggest oil-producing cartel to just 11 nations. The decision takes effect on May 1. The announcement came ahead of Wednesday’s latest OPEC meeting in Vienna. Abu Dhabi said it will also quit the broader OPEC+ supergroup that includes non-members led by Russia. In a post on X, Sultan Al Jaber — who serves as the UAE’s minister of industry and advanced technology, the chief executive of the Abu Dhabi National Oil Company, and the chairman the country’s leading clean energy firm Masdar — said his nation had “taken a sovereign decision in line with its long-term energy strategy, its true production capability, and its national interest.” The National, Abu Dhabi’s state-owned English-language newspaper, wrote that “independence from OPEC will give the UAE, which accounts for roughly 4% of global oil production, more flexibility and responsiveness in managing the oil market.”
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The Interior Department’s Bureau of Land Management has issued a new categorical exclusion for geothermal, freeing developers from the requirement to carry out environmental reviews at yet another key step in the drilling process. The regulatory change marks the third new categorical exclusion for geothermal issued in the past two years. That comes after what Joel Edwards, the co-founder of the geothermal startup Zanskar, said in a post on X was a period of about 20 years “without any new” exclusions. In April 2024, pre-leasing and surveying got a categorical exclusion. In January 2025, a new categorical exclusion covered postleasing, drilling, and flow-testing on areas of up to 20 acres. Now this latest step will allow for an exemption on pre-leasing activities such as drilling up to 10 acres. “Very nice to see the agency continuing to streamline permitting,” Edwards wrote. “Still more bottlenecks to work out, but we’re moving in the right direction.”
On Tuesday, meanwhile, Senators Catherine Cortez Masto, a Democrat from Nevada, and Lisa Murkowski, a Republican from Alaska, introduced legislation to boost federal funding for next-generation geothermal research, development, and commercialization. “The U.S. is at the forefront of geothermal energy innovation, and this bill has the potential to strengthen global leadership, boost competitiveness, and accelerate the next generation of clean firm technologies,” Terra Rogers, director for superhot rock energy at Clean Air Task Force, said in a statement. “This nation has vast, underutilized next-generation geothermal and superhot rock potential.”
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CATL, the world’s largest battery market, has signed the world’s largest-ever order for sodium-ion batteries, the technology widely discussed as a potentially cheaper and more abundant alternative to the lithium power packs that propel electric vehicles and increasingly back up the grid. The Chinese giant inked a deal for 60 gigawatt-hours of batteries with the energy storage integrator HyperStrong. The deal marks what CATL calls proof that it has “overcome the challenges of the entire sodium-ion battery mass production chains,” prompting some experts to describe the agreement to Electrek as a potential “DeepSeek moment,” a reference to the Chinese artificial intelligence model that shook up the global industry with its affordability and nimbleness.
Sodium-ion batteries have seemed like the “next big thing” for years now, but as Heatmap’s Katie Brigham has reported, the industry has faced something of a curse when it comes to manufacturing, though new startups are attempting to overcome that problem.

Fuel loading has begun at Bangladesh’s first nuclear power station. The uranium rods could be in place in the Rooppur Nuclear Power Plant, made up of two VVER-1200 reactors designed and built by Russia’s state-owned Rosatom, in as little as 45 days. The plant will vault Bangladesh into the group of 31 nations that harness the power of splitting atoms for electricity production. “Today, Bangladesh joined the club of countries using peaceful nuclear energy as a reliable source of sustainable development,” Rosatom Director General Alexei Likhachev said in a statement to World Nuclear News. “The Rooppur Nuclear Power Plant will undoubtedly become a vital element of the country's energy system. For Rosatom, this project is another important step in the development of global nuclear energy and in strengthening friendly relations with our international partners.” When the plant generates its first power for the grid later this year, it will complete a project first planned when the country was known as East Pakistan.
When my high school girlfriend made my first Facebook account, I never imagined that, about 20 years later, the social network’s parent company would be trying to harvest electricity for its servers from outer space. But this week, Meta announced a deal with the startup Overview Energy, which aims to beam light from thousands of satellites to solar farms that power data centers at night, effectively making solar a 24-hour power source. Overview CEO Marc Berte said the goal is to launch the satellites by 2030, with what TechCrunch called “a goal of flying 1,000 spacecraft in geosynchronous orbit, a high orbit in which each satellite remains fixed above the same point on Earth.”
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On Democrats’ very good night, Russian uranium, and a cane toad plague
Current conditions: Heavy rainfall in Florida and the Southwest caused flooding that forced local officials to enact emergency Election Day measures to make accommodate voters • Temperatures are up to nearly 90 degrees Fahrenheit amid a major rainstorm in Puerto Rico, the most populous U.S. territory, where the limits of federal representation mean there was no election yesterday • The eastern Pacific basin has broken multiple records with 24 named storms and 13 hurricanes so far, and nearly four weeks before the season ends.

In 2010, then-President Barack Obama introduced the term “shellacking” into the American political lexicon when he described the depth of Democrats’ loss in the midterm elections. Sixteen years later, Democrats are the ones doing the shellacking. The party surged to victory in places long considered deep-red GOP strongholds. Kansas elected Adam Hamilton as its first Democratic U.S. senator in 94 years. Texas hadn’t elected a Democrat statewide in 32 years, yet gave the party a U.S. Senate seat and the governor’s mansion. South Carolina’s incoming Democratic senator is its first since 1998. Hours before polls closed in the nation’s westernmost reaches, Democrats had won control over both the House of Representatives and the Senate.
Ahead of the vote, I spoke to half a dozen experts on what we should expect from the new Democratic Congress. Among the energy policies the party will want to enact: Restrictions on data centers, a restoration of renewable energy tax credits, and the creation of a new tax credit to support batteries. Among the issues expected to see congressional probes: Trump’s gutting of climate rules, funding cuts for clean energy, deals to kill offshore wind projects, and the redirection of Department of Energy funding from green projects to dirty ones. Aligning with Democrats on the need for clean energy tax credits wasn’t enough to save many Republicans in blue and purple states. At least nine Republicans who signed at least one public letter calling on the Trump administration to preserve tax credits for renewables lost reelection Tuesday night, including Jen Kiggans of Virginia, Juan Ciscomani of Arizona, Gabe Evans of Colorado, David Valadao of California, Mike Lawler of New York, Thomas Kean Jr. of New Jersey, Mariannette Miller-Meeks of Iowa, and Ryan Mackenzie and Rob Bresnahan, both of Pennsylvania.
To go deeper into the outcomes of the election, check out these stories by my colleagues:
Strange bedfellows are coming together to form the Responsible Data Center Development Collaborative. In an election night scoop, The Hill reported that green groups such as the Sierra Club, the League of Conservation Voters, and the Natural Resources Defense Council were working with Microsoft, Amazon, Meta, and Google to develop “a common national framework for responsible data development.” The document, leaked to the publication, details the need for “durable economic development,” “more affordable, reliable, and emissions-free energy,” and “community agency and support for responsibly developed projects.” Other parties involved in the effort include the U.S. Chamber of Commerce, Anthropic, Nvidia, and Oracle.
The world’s biggest banks, meanwhile, are once again making more money from green energy projects than fossil fuel ones. For a fifth straight year, according to a Bloomberg analysis published Tuesday, the 2025 revenue from servicing debt on climate-related financing topped $3 billion, eclipsing the $2.9 billion from deals for oil, gas, and coal producers.
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The U.S. is racing to replace the Russian enriched uranium that fuels roughly a quarter of its fleet of civilian nuclear plants before federal law bans imports at the end of next year. Industry sources tell me that utilities have about enough fuel to get through the end of the decade before the absence of Russian uranium starts forcing reactors to shut down. Some still expect Trump to find a way to intervene, like when he unilaterally relaxed sanctions on Russian diesel last month. But the few U.S. uranium enrichers that survived the 1990s and 2000s, when cheap imports put much of the domestic industry out of business, are scrambling to erect new centrifuges and pump out more fuel. A new player, the Peter Thiel-backed General Matter, is on track to begin construction as early as next year, as I reported last week. On Monday, Urenco USA, the American subsidiary of the European enrichment giant, announced that it had churned out its first shipment of LEU+, the higher-enriched version of low-enrich uranium that U.S. utilities are pioneering. The Kremlin, however, is beefing up its own operations to maintain its share of the global market. On Tuesday, NucNet reported that Russia planned to build a new facility to process uranium from two mining sites in Zabaikalsky Krai, a landlocked federal jurisdiction in the Russian Far East covering much of the area once known as Transbaikal. The two deposits, located more than 3,700 miles from Moscow, are part of one of the largest volcanic-hosted uranium clusters in the world. Russia is developing the new processing plant in hopes of shoring up its supplies for export.
Meanwhile, Germany is showing signs of the energy vulnerabilities that may have encouraged Russia’s invasion of Ukraine nearly five years ago. In 2021, Germany and much of Western Europe burned through its stores of natural gas to make up for a shortfall of wind power during a “dunkelflaute,” a period in which previously forecasted gusts never blew. That intensified the pain when Brussels was seeking to cut off Russian supplies and the Kremlin throttled the flow of gas into pipelines. On Tuesday, Reuters reported that Germany has entered winter with its lowest gas stocks on record, far below the EU average.
A California court ruled this week in favor of activists seeking to shut down a first-of-a-kind carbon capture project in inland Kern County, north of Santa Barbara. The decision found that the Carbon TerraVault I, which stores CO2 captured from the California Resources Corporation’s Elk Hills cryogenic natural gas-processing facility, broke the California Environmental Quality Act by failing to evaluate, disclose and mitigate potential environmental effects from the facility. The facility, which started running in May, must now halt all operations until it can carry out a new environmental review. “This is a tremendous victory for Kern County communities,” Lupe Martinez, an advocate with the community group Delano Guardians, said in a statement. “We live in one of the most polluted regions in the nation, yet the county and powerful corporations attempted to push forward a project that threatened our air, water, and public health without conducting the proper environmental review required by law.”
It feels almost biblical. One of the world’s biggest mining companies is facing a brutal invasion of toads. Rio Tinto plans to spend $20 million to battle what the Financial Times called “a marauding can toad that is threatening to encroach on Australia’s iron ore-rich Pilbara region.” The company is working with scientists to establish a “kill zone” between the Indian Ocean and the Great Sandy Desert in Western Australia. While the amphibians don’t affect Rio Tinto’s mining operations, an invasive pest that upsets the region’s unique biodiversity threatens to make future permitting harder since regulators will face new pressures to protect endangered native species.
Rep. Jeff Van Drew was defeated by ... another wind opponent.
Democrat Zack Mullock unseated Representative Jeff Van Drew, one of offshore wind’s biggest foes, on Tuesday night in the race for New Jersey’s second district. But while Mullock is a fan of renewable energy, he’s still a man of the south Jersey shore — and unlikely to be a champion for turbines off his coast.
District 2 encompasses the entire lower quarter of the state, covering six coastal counties from Atlantic City down to the tip of Cape May and around to the Delaware Bay. The area is a hotbed for offshore wind opposition, where groups like Protect our Coasts NJ have filed legal challenges against almost every wind project proposed in the region.
After heading to Congress in 2019, Van Drew, who was previously a Democrat, switched parties and became a key ally to this movement. He called for a moratorium on offshore wind development, held hearings on offshore wind “industrialization”, and requested that the Government Accountability Office investigate the industry. He also worked with the Trump administration to block projects that were under construction.
During a debate in late October, Mullock accused Van Drew of flip flopping on wind, arguing that the congressman was a staunch supporter of the industry during his decade-long tenure in the New Jersey legislature. Mullock, who is currently serving his second term as mayor of the city of Cape May, summed up his own position by citing a resolution he signed in 2023 calling for a moratorium on surveying and acoustic testing for offshore wind development pending an investigation into a spate of whale deaths. He signed it due to “concerns” about the environment and commercial fishing, he said.
“I believe very much in our future with renewable energy,” he said. “We need to go full steam ahead with solar panels. And yes we should do wind where it is appropriate, where it doesn't hurt our environment and it doesn't hurt our commercial fishing industry.”
Mullock’s campaign website says he supports federal investments in renewable energy and incentives for energy-efficient homes. He also wants “stricter enforcement of the Clean Air Act and the Clean Water Act,” and to fund coastal resiliency and other “smart infrastructure” projects that protect against climate impacts. He also campaigned in support of a data center moratorium.
Early signs point to a rough election for AI infrastructure.
We’ve seen enough: If this was the data center election, it was a really bad night for the industry.
Democratic campaigns and their affiliated Super PACs spent bigly on data center-themed attack ads. The ads came in various flavors. Some ads painted a vote for tax cuts as aiding data center developers. Others brought up candidates’ previous support for data centers or stock the candidate may have held in the tech industry or AI infrastructure developers. As Election Day approached, the data center industry sought to bat back claims that their sector’s poor reputation with the electorate would sway the results. People may have soured on their industry, they argued, but people weren’t going to vote based on that position.
Results are still coming in, but so far congressional races heavily featuring these data center attacks are heavily going in Democrats’ favor. In addition, these races have so profoundly shifted that it’ll be challenging for the industry to argue they played no role in the outcome.
Some of the most illustrative examples are obvious. In Georgia, Democrat Keisha Lance Bottoms campaigned on a statewide data center moratorium and won control of the governor’s mansion, becoming the first black woman to ever lead a U.S. state. Similar results in Ohio where Amy Acton flipped party control of the governor’s seat with a campaign that included going hard against data centers. In Pennsylvania, two Democrats who focused on data centers in their races have flipped Republican districts: Scranton mayor Paige Cognetti and firefighter Bob Brooks. In New Jersey, Cape May mayor Zack Mullock rode data center attacks to defeat Rep. Jeff Van Drew, the biggest opponent of the offshore wind industry. In Virginia, Democrat Shannon Taylor rode data center-laden attacks to take control of the Richmond area congressional seat from Rep. Rob Wittman.
If you’re arguing this election was decided by data centers, your best proof point: Democrat Gina Hinojosa has taken control of the governor's mansion in Texas, defeating incumbent Greg Abbott, who’d sought recently to take a hard line against the industry. Hinojosa ran on going further, calling to pass a law completely pausing data center development across one of the industry’s favorite states. She won a decisive victory. So did Democratic Texas Agriculture Commissioner candidate Clayton Tucker, who I explained months ago became one of anti-data center Facebook’s favorite online personalities.
But it makes sense that data centers would matter a lot in Texas, which could be compared to Virginia in terms of their buildout. When you inspect the election results more closely, they tell a more complicated story about the upper boundaries of these data center attacks.
For decades, Greenville and Spartanburg County have been GOP vote strongholds and reliable for both Republican congressional candidates and statewide campaigns. The congressional district gave Donald Trump at least a 20-point cushion in the 2024 presidential election, according to Decision Desk HQ. Last week, I explained for subscribers to The Fight how Courtney McClain, a novice candidate living one mile from a controversial data center proposal, was running against incumbent Rep. William Timmons. I couldn’t find much in the way of online ad spending on either side in this race and it’s never been on the radar of most political observers as a campaign that could somehow flip party control. But the data center debate in Spartanburg County has been immense.
Tonight, Timmons kept his ordinarily ruby red district by slim single digits after running even for most of the night. But this swing was essentially the same as the national margin. And because Timmons didn’t lose, this actually feels like a crucial distinction – data centers were not deciding races themselves in all cases. Democrat Annie Andrews defeated Republican Darlene Graham in a result driven by Democratic overperformance and GOP underperformance in this area, but it’s challenging to tie this result to the data center issue at all. Anything from the economy and the Iran War to Graham’s deceased brother and his baggage could be blamed for this result from this heavily evangelical region.
However, it will be challenging for the data center sector to differentiate themselves from this outcome, especially since a pro-data center Super PAC – Building the Future – publicly waded into the race in support of Graham only to lose. “Darlene Graham’s loss is a black eye for the data center industry,” wrote Teddy Schleifer of The New York Times on election night.
The same story played out in Georgia’s 1st district, which includes the city of Savannah. OpenAI is developing a controversial data center project in Effingham County, northwest of Savannah and the congressional race – which like South Carolina’s 4th had comparatively little spending – has been chock full of data center mudslinging, with the Democrat Amanda Hollowell calling for broader moratoria on development.
Effingham County went for Trump by almost 50 points in 2024. As of this story’s publication, the Republican, Jim Kingston, is winning by a single percentage point with 93% of the vote in. Most of what’s left is in Effington. Should this candidate win, it’s safe to say it’s because voters in this county looked past data centers, or did not link their vote for a national candidate to the local development.
On Election Night, Effingham County formally tabled any decision on the OpenAI data center. So at least on the ground level, people are paying close attention to these results.