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Climate Tech

Lithium mining.
Economy

The Case for a Strategic Lithium Reserve

One longtime analyst has an idea to keep prices predictable for U.S. businesses.

AM Briefing

Positive Spin

On rare earth refining, gas with CCS, and fusion goes to Washington

Green
AM Briefing

Nuclear Strategy

On MAHA vs. EPA, Congo’s cobalt curbs, and Chinese-French nuclear

Green
AM Briefing

Solar Stunner

On MARVEL’s market, a climate retraction, and Eavor’s geothermal milestone

Blue
Green tech and countries.

The Future of Climate Tech Is Emerging in Some Unexpected Places

A new model from Johns Hopkins’ Net Zero Industrial Policy Lab uses machine learning to predict tomorrow’s industrial powerhouses.

Green
Automobile exhaust.

Smog Unchecked

On diesel backup generators, Chinese rare earths, and geothermal milestones

Blue
AM Briefing

Trump’s SMR Play

On black lung, blackouts, and Bill Gates’ reactor startup

Donald Trump and Chris Wright.
<p>Heatmap Illustration/Getty Images</p>

Current conditions: The Northeastern U.S. is bracing for 6 inches of snow, including potential showers in New York City today • A broad swath of the Mountain West, from Montana through Colorado down to New Mexico, is expecting up to six inches of snow • After routinely breaking temperature records for the past three years, Guyana shattered its December high with thermometers crossing 92 degrees Fahrenheit.

THE TOP FIVE

1. Energy Department shells out $800 million to two nuclear projects

The Department of Energy gave a combined $800 million to two projects to build what could be the United States’ first commercial small modular reactors. The first $400 million went to the federally owned Tennessee Valley Authority to finance construction of the country’s first BWRX-300. The project, which Heatmap’s Matthew Zeitlin called the TVA’s “big swing at small nuclear,” is meant to follow on the debut deployment of GE-Hitachi Nuclear Energy’s 300-megawatt SMR at the Darlington nuclear plant in Ontario. The second $400 million grant backed Holtec International’s plan to expand the Palisades nuclear plant in Michigan where it’s currently working to restart with the company’s own 300-megawatt reactor. The funding came from a pot of money earmarked for third-generation reactors, the type that hew closely to the large light water reactors that make up nearly all the U.S. fleet of 94 commercial nuclear reactors. While their similarities with existing plants offer some benefits, the Trump administration has also heavily invested in incentives to spur construction of fourth-generation reactors that use coolants other than water. “Advanced light-water SMRs will give our nation the reliable, round-the-clock power we need to fuel the President’s manufacturing boom, support data centers and AI growth, and reinforce a stronger, more secure electric grid,” Secretary of Energy Chris Wright said in a statement. “These awards ensure we can deploy these reactors as soon as possible.”

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AM Briefing

Data Deluge

On NREL’s rebrand, British LNG wariness, and Japan’s DAC embrace

A power worker.
<p>Heatmap Illustration/Getty Images</p>

Current conditions: Everywhere from the Midwest to New York City are bracing for snow today • The death toll from flooding in Southeast Asia has eclipsed 1,000 • Temperatures of 95 degrees Fahrenheit in French Guiana, the westernmost border of the European Union, have broken December records.


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