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Climate Tech

Roundtable participants.
Climate Tech

‘Things That Look Contrarian Is Kind of What We Do’

Climate tech investors talk investing in moonshots at SF Climate Week.

AM Briefing

Nuclear Anew

On offshore mining, New Jersey’s offshore wind, and China’s oil breakthrough

Blue
Climate Tech

Form Energy CEO on the Potential for a 100-Hour Battery

Co-founder Mateo Jaramillo described how the startup’s iron-air battery could help address the data center boom — and the energy transition

Blue
AM Briefing

Et Moi?

On Chinese solar exports, Blue Energy’s nuclear reactors, and GE Vernova stock

Blue
Octopus and Lunar Energy.

Exclusive: Octopus Energy Launches Battery-Powered Electricity Plan With Lunar

The companies are offering Texas ratepayers a three-year fixed-price contract that comes with participation in a virtual power plant.

Blue
Pollution.

Blowing the Whistle

On Trump’s renewables embargo, Project Vault, and perovskite solar

Red
AM Briefing

‘A Critical Phase’

On China’s H2 breakthrough, vehicle-to-grid charging, and USA Rare Earth goes to Brazil

Arctic clouds.
<p>Heatmap Illustration/Getty Images</p>

Current conditions: In the Atlantic, Tropical Storm Fernand is heading northward toward Bermuda • In the Pacific, Tropic Storm Juliette is active about 520 miles southwest of Baja California, with winds of up to 65 miles per hour • Temperatures are surging past 100 degrees Fahrenheit in South Korea.


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AM Briefing

Total Waste

On Eli Lilly’s nuclear, Sunrise Wind, and Brazil’s minerals

Offshore wind.
<p>Heatmap Illustration/Getty Images</p>

Current conditions: Temperatures in the Northeast are swinging from last week’s record 90 degrees Fahrenheit to a cold snap with the risk of freezing • After a sunny weekend, the United States’ southernmost capital — Pago Pago, American Samoa — is facing a week of roaring thunderstorms • It’s nearing 100 degrees in Bangui as the Central African Republic’s capital and largest city braces for another day of intense storms.


THE TOP FIVE

1. Oil prices jump as fragile Iran War ceasefire crumbles

The price of crude spiked nearly 7% in pre-market trading Sunday after the fragile ceasefire between Iran and the U.S.-Israeli alliance. Things had been looking up on Friday, when President Donald Trump announced what appeared to be a breakthrough in talks with Tehran in a post on Truth Social, saying Iran would “fully reopen” the Strait of Hormuz. By Sunday, however, the U.S. commander in chief was accusing Tehran of firing bullets at French and British vessels in the waterway in “a total violation of our ceasefire agreement,” adding: “That wasn’t nice, was it?” On Sunday afternoon, Trump posted again to announce that the U.S. had seized an Iranian-flagged cargo ship attempting to traverse the strait. The prolonged conflict will only harden the historic rupture the severe contraction of oil and gas supply to the global market in modern history has triggered in global energy planning. “As happened with Russia’s war against Ukraine, the consequences of the Hormuz closure cannot simply be undone. That leaves countries — especially poorer countries dependent on fossil fuel imports — with a stark choice about how to fuel their future economic growth,” Heatmap’s Matthew Zeitlin wrote last week. “The crisis may have tipped the balance towards renewable and storage technology from China over oil and natural gas from the Persian Gulf, Russia, or the United States.”

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