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A dispatch from Day 1 of New York Climate Week.
On mineral funding, Harold Hamm’s Argentina bet, and South Korea’s offshore wind
On America’s Great Corridors of Commerce, Texas geothermal, and North Dakota carbon capture
On electrolyte factories, Josh Shapiro's flip, and Canadian clean power
On Trump’s mineral deals, the gas turbine backlog, and Turkic offshore wind
Current conditions: Tropical Storm Lala could strengthen into a hurricane before hitting Hawaii’s Big Island, becoming the first such storm to make landfall there since 1900 • A glacial outburst at Suicide Basin near Juneau, Alaska, is raising the Mendenhall River • Temperatures surpassed 107 degrees Fahrenheit in Zaragoza, the inland capital of Spain’s Aragon region.
Getting fracked up. EIA
The United States is rapidly approaching a two-decade streak as the world’s No. 1 producer of natural gas. The country held the top spot between 2009 and 2024, the latest year for which the U.S. Energy Information Administration has data. But America pumped record volumes of natural gas last year. And now the federal energy research agency forecasts 2026 will be another record year. Marketed natural gas production — the total volume that actually makes it to market, minus what’s burned off or leaks as waste — is set to reach an average of 122.5 billion cubic feet per day in 2026, up from 2025’s record of 118.5 billion cubic feet per day. The new milestone is the result of expanded drilling in the Permian region that straddles Texas and New Mexico, and in the Haynesville area, between Texas and Louisiana.
When the Trump administration first started buying up equity stakes in mining companies, former officials from the Biden administration told my colleague Matthew Zeitlin they were “jealous” that the Republican White House had the guts to try something novel to compete with China on the metals needed for defense and energy technologies. Now, however, top Democrats are asking federal watchdogs to probe whether the American taxpayer is actually getting good deals. New Mexico Senator Martin Heinrich, the ranking member of the Senate Energy and Natural Resources Committee, and Representative Jared Huffman, the top Democrat on the House Natural Resources Committee, called on the Government Accountability Office to open an investigation into potential conflicts of interest. In a letter sent last week to Acting U.S. Comptroller General Orice Williams Brown and published Thursday on E&E News, the lawmakers accused the White House of violating rules to assess the financial risk of federal purchases. “These equity acquisitions also create potential conflicts of interest for federal agencies because a significant portion of the planned mining operations are located on federal lands,” they wrote. “With the executive branch now holding direct financial equity in these private mining operations, the federal government is required to act simultaneously as a mining investor and land-use regulator, an inherent conflict of interest.”
Mitsubishi’s backlog of orders for large-frame gas turbines is now more than twice its output from last year. In the 2025 fiscal year, the Japanese industrial giant delivered 16 gigawatts of gas turbines and had a backlog of 23 gigawatts. Just halfway through 2026, that backlog has ballooned to 35 gigawatts, executives told investors on the latest quarterly earnings call. The update, announced in Japan last week and covered in English by Utility Dive on Thursday, shows that “demand for large-frame gas turbines remains broadly in line with, or slightly above, the strong level we had anticipated,” Hiroshi Nishio,the chief financial officer of Mitsubishi Heavy Industries.
Power electronics maker Heron Power, meanwhile, unveiled plans for a $100 million factory in Morgan Hill, California. The startup, led by a former Tesla executive, aims to produce next-generation transformers that can patch more solar panels and batteries on the grid and help ease some of the issues that arise from the direct current-based electricity sources. The first factory is designed to churn out 40 gigawatts of Heron Links, the transformer product, per year. “America's grid has to grow faster than it has in decades. We’re seeing new demand from AI and EVs, and at the same time new supply from solar and storage,” Drew Baglino, Heron Power’s chief executive and founder, said in a statement. “The equipment running the grid hasn’t changed in 50 years. Heron Factory One in Morgan Hill is how we fix that. We’re manufacturing the leapfrog technology our grid needs, at scale, in America first.”
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Offshore wind is in retreat in the U.S., where, as my colleague Robinson Meyer wrote this week, the Trump administration is paying billions to kill projects that were already dead or dying. The industry’s tide is also ebbing in Japan, where the new right-wing government of Sanae Takaichi is putting a heightened focus on nuclear power. Elsewhere, however, offshore wind is booming. Europe is only expanding its plans. China is steadily dominating the industry. And East Asian countries such as South Korea and Taiwan are expanding their sectors.
Now two of the richest countries in the Turkic world are laying plans for more offshore turbines. Turkey announced plans this week for its first offshore wind tender in the first quarter of 2027, Renewables Now reported. Azerbaijan, meanwhile, this week formally designated a 275-square-mile section of water in the Caspian Sea for offshore wind development, per offshoreWIND.biz. The moves highlight the extent to which the U.S. government stands alone in its view that offshore wind has no role in a modern electricity mix. Turkey, after all, is doubling its domestic production of gas and completing its first nuclear plant. Azerbaijan is famously rich in natural gas and produces a decent amount of hydropower. Yet both countries are still charging ahead on offshore wind.
Deep-sea mining isn’t yet technically legal in international waters. But the Trump administration isn’t waiting, creating the regulatory frameworks for domestic approvals and opening the area around one of America’s Pacific territories to exploration. Japan has been eager to follow suit. Now Washington and Tokyo are planning to meet “centuries’ worth of industrial demand” by establishing what Mining.com called the world’s deepest undersea mine in a bid to take on China’s mineral dominance. The mineral extraction would take place more than 1,000 miles southeast of Tokyo on an uninhabited speck of land called Minamitorishima, where Japanese scientists carried out tests pulling rare earths out of mineral-rich mud.
China is actively building more reactors at home than all other countries combined and singlehandedly restarted the race for novel technologies after hooking the world’s only commercial high-temperature gas-cooled reactors up to the grid in 2023. So far, Beijing’s two state-owned nuclear companies have remained focused on building light water reactors. Just one new high-temperature gas-cooled unit, designed to have more than twice the output of the first version, is currently underway at a facility where the fourth-generation, helium-cooled technology will be paired with third-generation, water-cooled reactors. Now the developer, the China National Nuclear Corporation, has made plans to procure a contract for the reactor for the first time, laying the groundwork for future deals to purchase units specifically designed to reach high temperatures. The “first concrete” for the plant is expected to be poured by the end of 2026, World Nuclear News reported.
Misan Lychee is made with “some” carbon dioxide captured “directly from the air,” along with 14.6 grams of added sugar.
I believe life should be a little bit silly, which is why I’m a sucker for a gimmick. A hotel just for napping? Sign me up. A “convenience store” full of items made of felt? I now own a bag of inedible Fritos. Hot sauce packaged to look like dynamite? Cute, add to cart.
And when I found out that you can buy soda carbonated with CO2 obtained via direct air capture, I said, Take my sixteen American dollars and put it on ice.
Misan Lychee (which yes, only comes in lychee flavor “at the moment”) represents the distant hopes and dreams of DAC. Currently, there isn’t demand for carbon dioxide at direct air capture prices; it’s much, much cheaper just to buy the concentrated byproduct of, say, natural gas- and coal-fired ammonia plants to carbonate your soda than to go through the trouble of sucking the 0.04% of the air that is CO2 out of the atmosphere for a few bubbles. That’s why the carbon removal industry is propped up by offtake agreements and credits, at least until Brutalism comes back in a big way and dramatically increases the demand for concrete manufactured with stored CO2.
Still, that hasn’t stopped companies from trying. You can buy carbon-sequestered beer, DAC vodka, CO2-captured perfume, and recycled-emission yoga pants. But unlike other consumer products that are, in many cases, made from waste gas captured during industrial processes rather than from true atmospheric CO2, Misan claims on the can to be made from “some” carbon dioxide pulled “directly from the air using a technology called direct air capture.” The bottle sports the logo of Bay Area-based AirMyne, a DAC start-up, which, on further investigation, turns out to own Misan.
My order arrived rattling around in a cardboard box, with three of the cans having popped loose from the six-pack in transit. As someone with no impulse control (which, upon reflection, might be related to my love of gimmicks), I immediately opened a can. Over my laptop. We both got drenched by the resulting geyser. CO2’s presence: confirmed.
What happened next was, admittedly, also user error. I took a sip and immediately went, “Yuck, what?” That’s because after a summer of drinking my way through every Waterloo flavor, I was expecting Misan Lychee to be a seltzer, too. Despite its website describing it as a “climate-forward sparkling water,” it is not, and you can taste all 14.6 grams of its added sugar. It has a moderately cloying, perfumy flavor that my dad described as “strawberry, but disturbing?” when I asked him to do a blind taste test. I think it’s perhaps closer in taste to pear, and I remain optimistic that someone who has more free time than me could come up with a recipe to turn it into a “sustainable” spritz.
Actually, to that point — is it sustainable? It notably doesn’t claim to be, and it has its skeptics. Richard Waite of the World Resources Institute pointed out on Bluesky that carbon dioxide is only “sequestered” until it leaves our metabolic system the usual way, via exhalation or burps. Still, his questions about the energy source of AirMyne’s direct air capture — and thus the carbon-emitting or -removing properties of the soda — generated lots of good puns in the replies. “Run out of polar before we run out of Polar” comes to us courtesy of Costa Samaras.
The second Misan Lychee I cracked also soaked me, although I was prepared this time and at least opened it out of range of electronics. I also paid more attention to the can, which has an unusual but not unpleasant matte feel. The list of ingredients on the back seems surprisingly long for the supposed golden age of “gut sodas” that advertise such things as the inclusion of “plant fibers.” Rather than prebiotics, Misan contains “xanthan gum” and an ominous concoction identified as “cloudy agent.”
If Misan isn’t healthier for me or the planet, then what is it for, exactly? I returned to the six lines of all-caps text printed on the front of the can:
Some of the CO2 in this can was pulled directly from the air using a technology called direct air capture (DAC). If scaled, DAC could do more than just carbonate your water. It could remove millions of tons of CO2 from the atmosphere, fighting climate change.
Gimmicks are, ultimately, ways to sell you something. Water gets packaged to look more “manly;” you might buy a Coca-Cola instead of a Pepsi if it has your name on it. But Misan isn’t ultimately selling itself with the promise of bubbles brought to you by DAC. It’s the other way around: Misan is the marketing vehicle for AirMyne. They want you to drink the DAC Kool-Aid.
Will I buy Misan Lychee again? Not likely: I have De La Calle! Mango Chili Mexican sodas to drink, made from the fermented rind of pineapples — BYOCO2, if you will.
Then again, never say never. If I learn about the existence of Misan Chikoo or Misan Pistachio-Rosewater during a weak moment, I’ll probably be down another $16. But I’ll open it over the sink this time.
