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On deep-sea mining, New York nuclear, and kestrel symbiosis

Current conditions: Winter Storm Fern buried broad swaths of the country, from Oklahoma City to Boston • Intense flooding in Zimbabwe and Mozambique have killed more than 100 people • South Australia’s heat wave is raging on, raising temperatures as high as 113 degrees Fahrenheit.
The United States’ aging grid infrastructure faces a test every time the weather intensifies, whether that’s heat domes, hurricanes, or snow storms. The good news is that pipeline winterization efforts that followed the deadly blackouts in 2021’s Winter Storm Uri made some progress in keeping everything running in the cold. The bad news is that nearly a million American households still lost power amid the storm. Tennessee, Mississippi, and Louisiana were the worst hit, with hundreds of thousands of households left in the dark, according to live data on the Power Outage tracker website. Georgia and Texas followed close behind, with roughly 75,000 customers facing blackouts. Kentucky had the next-most outages, with more than 50,000 households disconnected from the grid, followed by South Carolina, West Virginia, North Carolina, Virginia, and Alabama. Given the prevalence of electric heating in the typically-warmer Southeast, the outages risked leaving the blackout region without heat. Gas wasn’t entirely reliable, however. The deep freeze in Texas halted operations at roughly 10% of the Gulf Coast’s petrochemical facilities and refineries, Bloomberg reported.
On Saturday, right before Winter Storm Fern began, the Department of Energy issued its first emergency order of the year to deploy backup generation in Texas in hopes of avoiding a repeat of Uri. As of Sunday evening, data from Electric Reliability Council of Texas, the state’s grid operator, showed natural gas providing nearly 60% of the electricity on the wires, with coal and wind neck-and-neck for second place and solar in a close fourth. It’s a relief that the grid is holding. But the overreliance on fossil fuels isn’t a good long-term strategy. While “climate change deniers love to use major winter storms as ‘proof’ that global warming isn’t real,” my colleague Jeva Lange wrote last week, “in the case of this weekend’s polar vortex, there is evidence that Arctic warming is responsible for the record cold temperature projections across the United States.”

The National Oceanic and Atmospheric Administration finalized a rule last week clearing the way for companies to apply for the right to mine the deep ocean floor. Under the new rules, applications for commercial and exploratory licenses are streamlined into a single process, cutting the number of required environmental assessments and public comment hearings in half. The day after the final rule came out, The Metals Company, the leading startup racing to collect mineral-rich nodules from largely unexplored depths of international waters, submitted an application to mine an area roughly twice the size of its original plans. “Nearly 50 years after this industry took shape, it’s ready to move forward,” the company told The New York Times. But opposition to deep-sea mining is mounting as environmentalists highlight the risk the industry poses to a scarcely understood and still remarkably untouched ecosystem. A corporate campaign to oppose deep sea mining just added the solar giant Sunrun to its petition, as I told you last week.
Tesla has officially discontinued Autopilot, its basic self-driving software, in the U.S. and Canada. All new car purchases now come with standard Traffic-Aware Cruise Control, Sawyer Merritt, a self-described Tesla investor with a prolific social media presence, wrote in a post on X. The move, according to TechCrunch, is designed to boost adoption of Tesla’s more advanced Full Self-Driving setting. But it’s also in response to a courtroom loss in the company’s biggest market. Last month, a judge in California ruled that Tesla engaged in deceptive marketing by overstaying the capabilities of both Autopilot and FSD for years. The California Department of Motor Vehicles, which originally brought the case, gave Tesla two months to comply with the ruling by dropping the Autopilot name.
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New York Governor Kathy Hochul is going all in on nuclear power. She started off last year at the helm of a new multi-state alliance working on building more reactors. Over the summer, she directed the state-owned power authority to oversee construction of New York’s first new reactor since the 1980s. More recently, she inked a deal with Ontario to work together on building new plants and expanded her target fivefold to 5 gigawatts of new atomic energy in the state. Now she’s backed something a little more traditional but no less important. Last week, the state’s utility regulators extended subsidies for existing nuclear plants by another two decades in hopes of keeping aging reactors open until at least 2049.
In Denmark, meanwhile, the government has officially started considering building small modular reactors and lifting the nuclear ban the parliament put into effect 40 years ago. “Green energy from solar and wind is now and will continue to be the backbone of the Danish energy supply, but we can also see that it cannot stand alone,” Lars Aagaard, Denmark’s climate, energy and utilities minister, said in a statement. “We must be open to examining whether other technologies can provide us with green energy in the future. Small modular nuclear reactors may be an option.”
Standard Nuclear, a startup producing TRISO atomic fuel required by several of the nation’s leading small modular reactor designs, has raised $140 million in Series A funding. The investment round was led by Decisive Point, with first-time backing from Chevron Technology Ventures, StepStone Group, and XTX Ventures. Several existing investors, including Fundomo, Andreessen Horowitz, and Crucible Capital, increased their stakes. The financing will support Standard Nuclear’s plans to expand TRISO production to over 2 metric tons per year at multiple sites across the country. The timeline, the company said, is “rapid” and will take place by mid-2026. “With this funding, we are positioned to accelerate our roadmap, scale operations, and deliver on the promise to fuel the next generation of reactors powering industry, defense, and space,” Kurt Terrani, Standard Nuclear’s chief executive, said in a statement.
While TRISO was invented decades ago, the fuel — which has extra layers of ceramic coating that are meant to make a meltdown virtually impossible — is making a comeback as the go-to material for next-generation reactors designed to reach higher temperatures by using coolants other than water. Standard Nuclear has also inked a deal with the nuclear recycling company SHINE Technologies to work on reprocessing radioactive waste into fresh fuel.
Years ago, at a lecture about the spread of Lyme disease in the New York area, I learned that opossums eat thousands of ticks every season. That information totally changed my perception of a rodent that previously creeped me out. Well, it turns out kestrels — colorful, predatory birds — serve a similar function on fruit farms. New research in the Journal of Applied Ecology suggests kestrels keep harmful pathogens off fruit by eating and scaring off small birds that carry those diseases. Orchards that housed the birds in nest boxes saw fewer cherry-eating birds than orchards without, translating to what Inside Climate News described as a 81% reduction in crop damage.
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On British nuclear, Puerto Rican water, and the U.S. solar supply chain
Current conditions: Dolly is no longer a tropical storm, but the remnants of the system are set to drench the northern Caribbean, especially the Leeward Islands, the British and U.S. Virgin Islands, and eastern Puerto Rico • One person died and at least 14 hikers are missing in flash floods in the Grand Canyon that forced airlifts on Sunday • In the Pacific, Tropical Storm Karina is rapidly strengthening into a hurricane, but it’s unlikely to make landfall anywhere.
The United States has brokered what President Donald Trump called “the biggest oil deal in world history” with Venezuela, securing majority control over more than 65 million barrels of the South American nation’s proven supply of crude. In a post on his Truth Social network Friday evening, Trump said the agreement would “more than double American oil reserves” and “substantially lower gas prices for all Americans, long into the future, while helping to continue to set Venezuela on a course toward tremendous success and great prosperity.” Appearing on national television for a six-minute address, Venezuela’s interim President Delcy Rodríguez, who took power after the U.S. captured former leader Nicolás Maduro in a night-time raid nearly nine months ago, said the pact would allow Caracas to earn more than $209 billion in revenue and become “an energy powerhouse.” While “everyone knows our country has the biggest oil reserves in the world,” she said, “having resources underground isn’t enough.” She added, according to The Guardian’s translation: “It’s no use having our oil resources underground, only to appear in statistics or bookkeeping.” The deal is good news for the string of U.S. oil refineries on the Gulf coast that were designed for the heavy crude that comes out of Venezuela. As it stands, my colleague Matthew Zeitlin wrote last week, “America’s oil refineries are going all out.”
For all the fears stirred up by Central Intelligence Agency Director John Ratcliffe’s recent surprise visit to Moscow — remember, the last two times an American spy chief went to Russia, it was to try to dissuade the Kremlin from invading Ukraine or commit the first war-time nuclear bombing since World War II — the country doesn’t seem particularly ready to, as The Wall Street Journal reported, risk war with Washington by attacking a North Atlantic Treaty Organization country. Russia’s gasoline production fell to about 70% of domestic consumption levels in August following a series of Ukrainian drone attacks that forced major refineries offline, two industry sources told Reuters.
In June, New York led Northeast states in filing a lawsuit against the Trump administration, challenging the deals the Department of the Interior struck with offshore wind developers to pay out billions in taxpayer-funded “settlements” in exchange for abandoning the already-stalled turbine projects. Now California has filed its own lawsuit over what Attorney General Rob Bonta called the administration’s “blatantly unlawful” buyout of wind leases off the state’s coast. “The Trump administration’s backroom buyout with Golden State Wind to stop offshore wind development in favor of gas and oil drilling is, unfortunately, a classic playbook for them to line the pockets of their Big Oil donors,” Bonta said in a statement. “Let’s be clear: California will continue to aggressively fight back against the Trump administration’s outrageous abuse of taxpayer dollars to abandon offshore wind investments that could have delivered union-paying jobs and reliable clean energy to Californians.” The California Energy Commission, which joined the lawsuit, called the Interior Department’s efforts to curb offshore wind development “reckless” in the face of rising electricity demand. Adding to the malcontent over President Donald Trump’s most fruitful effort yet to kill off a specific clean energy sector that has drawn his ire since before he entered politics, my colleague Robinson Meyer noted earlier this month that the deals — more of which have come since the California settlement — are all for projects that were unlikely to move forward anyway.

Until 1991, the United States produced the majority of the uranium its reactors (and atomic war machine) needed. Then came “megatons to megawatts.” Under the pithily named program, the U.S. took a victory lap after winning the Cold War by agreeing to import virtually any reactor fuel Russia made from disassembled weapons. American power plants received cheap fuel, a chaotically marketizing Russia found a market for some of its most coveted materials, and the world averted nuclear apocalypse. The only problem is that, contrary to the rhetoric of the time, history didn’t end. What nearly did end was domestic production of uranium and reactor fuel as Russian imports put American suppliers out of business. Nearly four decades later, the U.S. has banned Russian imports, and the exemptions to the prohibition end in 2028. The good news is that the U.S. is stepping up. In 2025, uranium concentrate production totaled 2.1 million pounds of triuranium octoxide — the base component for reactor fuel, known as yellowcake. That, according to the latest U.S. Energy Information Administration analysis, is the most since 2017 and more than triple the volume produced in 2024. But it’s still far from enough for energy independence. U.S. power plants used nearly 47 million pounds of yellowcake in 2025, down from just under 56 million pounds in 2024. Regardless of whether all the reactors currently underway move forward, that number is going up. New supply is coming. On Friday, developer Anfield Energy told The Northern Miner that it’s seeking to raise at least $50 million in financing in the coming months to refurbish and reopen Utah’s Shootaring Canyon mill, one of only three licensed, permitted, and constructed uranium mills in the U.S.

The U.S. supply boost could also benefit the United Kingdom, which is working with Washington on spurring along its own nuclear renaissance. A new YouGov poll released Friday found nuclear power to be Britain’s preferred future electricity source, with 21% of Britons saying it should be prioritized, compared to 19% for solar and 18% for offshore wind. Just over half of the voters surveyed doubted renewables alone could provide enough electricity to meet the nation’s power demand and lower costs. That’s despite nearly 50 gigawatts of onshore wind in the development pipeline across Great Britain, according to Renewables Now.
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Britons’ doubts over renewables come as England’s water network heaves under the stress of a severe “flash drought” that Bloomberg said “is showing no signs of easing,” forcing water companies to truck supplies in and call for emergency restrictions. At least 30 million now face a temporary ban on using hoses and outdoor pipes.
Nearly 200,000 households and businesses are still without steady access to running water in Puerto Rico, where drought has collided with an aging aquifer system that leaks, by some estimates, more than half its supply of freshwater. Climate change reduced rainfall in America’s most populous non-state territory by 9% between May and July of this year, according to a new study by more than 20 scientists worldwide. The conclusion, the San Juan-based Centro de Periodismo Investigativo reported, is that drought “will persist and worsen.”
Earlier this month, as my colleague Emily Pontecorvo and I reported, the Trump administration tossed solar manufacturers a lifeline, raising tariffs on imported panel components in a bid to help factories compete with imports after Republicans’ sweeping tax law eliminated the federal incentives for developers to buy American-made photovoltaics. Since then, analysts have debated whether the minimum prices set in the Department of Commerce’s policy are sufficient to spur new investments in the production of solar cells. At least one company is announcing a project. In a post on LinkedIn last week, Oklahoma City-based Nextnova Solar unveiled plans for a 2-gigawatt solar cell factory in its home state. The company expects to bring the facility online in November and begin mass production in March 2027, according to PV Tech, which noted the possibility to expand to 5 gigawatts of annual production sometime in the future.
Meanwhile, the Minnesota-based manufacturer Heliene is preparing for a trial run of panels using American-made glass. The company has 1.3 gigawatts of crystalline silicon module capacity production, and recently formed a partnership to secure more locally sourced wafers and cells. But U.S.-made glass “has so far been a key missing element,” PV Tech reported in a separate story. Heliene’s pilot run will use glass from Ohio-based Stewart Glass. “As U.S. module manufacturing has been growing, there has been no supply of non-iron content glass,” Heliene CEO Martin Pochtaruk told the trade publication. “Being able to use glass versus importing glass is also part of de-risking the geopolitics of imports from Asia, and that’s why it’s so important.”
In the U.S., we are still working our heads around building out a charging network that can comfortably keep electric cars fueled up from coast to coast with the same ease as a vehicle that can just fill up at a gas station. In China, auto giant BYD is now rolling out its ultra-fast chargers, which can restore a vehicle’s battery as quickly as you can fill up a gas tank. Just a few months ago, BYD marked its 5,000th Flash Charger deployment. Now it’s up to 10,000 across 300 different centers, InsideEVs reported last week, cribbing from the Chinese news site IT Home.
And more thoughts on the week’s most notable fights around project development.
1. Pinal County, Arizona – If you can’t build a solar or a wind farm somewhere, it’s really hard to get a data center built there too.
2. St. Joseph County, Indiana – Thousands of miles away from Arizona, a similar division is dominating the fight over whether to enact a 2-year moratorium on data centers in the county home of South Bend.
3. Ingham County, Michigan – The first solar farm fight has been resolved under Michigan’s new renewables siting law.
A conversation with Nevada attorney general Aaron Ford
This week’s conversation is with Nevada attorney general Aaron Ford, the Democratic candidate for governor in the state. His campaign reached out recently asking if I wanted to chat about what he’d want to do on data center and energy policy, which is essentially catnip for a reporter like me. So we hopped on the phone and chatted about his approach to regulation as he seeks to oust the sitting GOP governor Joe Lombardo.
The following conversation was lightly edited and abridged for clarity.
As someone running for statewide office, how do you take into consideration the growing backlash to industrial development? Not just data center development but solar and wind?
I think it's the responsible thing to do and it’s the responsive thing to do to engage in conversation around this issue, understand what people think about it, and try to come up with policies to demonstrate your willingness to accommodate those issues. I’ve been on two statewide tours in the last nine, 10 months all over the state talking to folks. The first time I recall having a conversation about this was at the end of my first statewide tour at the end of last year in a rural county, complaining about a data center coming to a different part of that rural county.
It’s across demographics. Democrats, Republicans, Independents – they’re having concerns about these data centers. They’re swarming into Nevada communities, draining our water, jacking up our energy prices, and using Nevada taxpayer money to do it. So folks have asked for thoughtful consideration on how to do this.
How do you distinguish between the concerns about data centers and the concerns about renewable energy, transmission, maybe even conventional energy sources? Do you separate those conversations or are they all just one big conversation to have?
They’re not mutually exclusive. There are sure to be distinct conversations to be had.
What I have said in my plan is that we’re going to stop the [tax] abatement for future data centers coming here until I can audit the efficacy of these other data centers who’ve received abatements. Joe Lombardo has given out $200 million in abatements and he hasn’t checked to see that they’ve fulfilled their end of the bargain in terms of local hires, their impacts on the environment, and so forth.
What I’m going to do is ensure that [if] they're going to operate here, they’ll have to bring not just their own energy but renewable energy to power their facilities.
If elected, you’d be representing a state that has principal interest in front of the federal government. I’ve been writing about data center development on federal lands including the situation in Boulder City. How do you view engaging with the Trump administration on data center development?
At the outset, what we see happening right now outside of Boulder City is an affront to local control. It’s an affront to a local government and its residents voicing their opposition to a data center and the federal government shouldn’t be able to do an end run around zoning and environmental protections. I’m going to stand up for our sovereignty in that regard. I’ve said time and again that anyone who is serious about improving the lives of Nevadans, this is contrary to that. They are ignoring the will of Nevadans.
When it comes to the situation in Boulder City, what do you think should happen there?
I think the federal government shouldn’t be able to come in and authorize the approval of a data center when the initial authorization was for a solar project. There are two different environmental protection measures that need to be implemented in that regard.
An end run around protections with no notice and opportunity to be heard is tantamount to a coup in this arena. It’s not something that I countenance. I know what I stand for. Certainly I wouldn’t stand by quietly and not do anything.
Walk me through what you want to get done on this topic should you win? What do you want to see the state legislature do?
We’re going to stop the tax abatements, these giveaways to these companies. We need to ensure they’ve lived up to their obligations.
When I’m governor they’re going to have to bring their own clean energy and bring their own water. We live in the desert. We’re going to end evaporative cooling throughout the state.
I’m not new at this. My tenure in public service has been defined by holding public companies accountable. I’ve held them all accountable and I’m going to do the same for data centers should I be elected governor.
My last question for you is about the future. Most conversations happening about data center development are focused on the short term. But five, ten years down the road, where do you think we’re going to end up on this issue?
That’s the real question. Eleven years ago, we had no idea we’d be here. ChatGPT didn’t exist when data centers were first discussed. They were places where the cloud was being held.
So look, we need to have conversations with companies. We need to stay at the forefront of development.We need to stay in conversation with companies to understand where it's going and make sure we’re passing governmental policies that will accommodate the needs of Nevadans. While we can’t predict where we’ll be in five years, we know it won’t look like this today.
We need to be nimble. We need to be responsive. We need to be reactive. Proactive, when we can. All of it at the exact same time.