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The company using the only technology proven to achieve breakeven has simulated net energy gain.
Less than two months after publicizing its roadmap to commercial fusion, Inertia Enterprises has checked step one off its list. The startup ran a simulation demonstrating that its first commercial facility will be capable of producing over 25 times more fusion energy than the laser energy put into it, Inertia told Heatmap exclusively.
This is actually the second milestone Inertia has achieved on its 10-point roadmap to building a grid-scale power plant by the mid-2030s — the startup announced last month that it had cut the manufacturing time for its fusion fuel pellets from days to minutes. But for the lay fusion observer, this latest achievement may be the more striking of the two. So far, the only entity to achieve breakeven — the point at which a fusion reaction produces more energy than it consumes — is Lawrence Livermore National Lab’s National Ignition Facility.
Inertia, founded last year by current and former Lawrence Livermore scientists, is now building on that result under a formal research partnership with the lab, using the same technical approach as NIF: firing high-powered lasers at a tiny pellet of fusion fuel, compressing it until the nuclei fuse and release enormous amounts of energy.
The new results, which Inertia said it’s submitting for peer review, demonstrate that the company’s first commercial-scale plant ought to generate over 250 megawatts of electricity for the grid. But because the startup’s machine has yet to be built, the projected energy gain and power output come from a so-called “virtual shot,” a high-fidelity computer simulation that uses the same design codes Lawrence Livermore has used for its own successful ignition experiments, and is thus calibrated and benchmarked against real results.
“We are simulating all the things that we know happen in a fusion experiment, and it’s using the validated models — the best, highest-fidelity physics models that have been validated to NIF ignition experiments — to project where we will be with Inertia,” the startup’s co-founder, Annie Kritcher, told me. The simulation accounts for factors such as “target defects, variations in laser performance, laser delivery, [and] injection tolerances,” she explained.
Even when variables like these fluctuate, Kritcher said, the machine’s energy yield should barely change. That sets Inertia’s system apart from NIF’s, which operates right on the so-called “ignition cliff,” where small imperfections in the fusion fuel target or slight variations in laser performance can determine whether the system achieves ignition at all. But because Inertia designed its system to operate far above that threshold, minor flaws should translate only to modest dips in performance.
Other fusion startups have run simulations demonstrating the validity of their underlying physics and — in industry leader Commonwealth Fusion Systems’ case — even projecting their ability to exceed breakeven. But Kritcher argues that Inertia’s “virtual shot” is a more meaningful achievement because the startup’s plant design replicates the underlying physics validated by NIF, the only fusion experiment yet to cross breakeven in the real world. “The extrapolation risk for the other validation simulations is much, much, much higher,” she told me.
Kritcher has experienced this risk firsthand during her many years running experiments at NIF. When the facility fired its first real shots at ignition in 2011, she was working as a post-doctoral researcher at the national lab, and sincerely believed these early experiments would be a success. But the shots turned out to be “orders of magnitude off” from achieving their goal, thanks to the “unknown unknowns and the physics that weren’t included” in the team’s initial modeling.
Other companies that haven’t yet proven their physics on a real-world machine still face those “unknown unknowns,” she explained, whereas Inertia has been able to unveil and eliminate as many as anyone has yet found. The startup’s plant design is by no means an exact replica of NIF, however. For starters, its fusion targets will be twice as large, and its lasers roughly five times as powerful. The facility will also fire 10 shots per second, compared with NIF’s roughly one shot per week, using thousands of individually adjustable laser beams rather than NIF’s fixed 192. So as is nearly always the case when scaling up, some unknown unknowns likely remain.
But Kritcher is confident that the virtual shot will translate to real world performance — a level of certainty she admittedly hasn’t always had in her decades of nuclear engineering research and practice. In addition to her role at Inertia, Kritcher remains a senior scientist at Lawrence Livermore, where she has led the physics design for NIF’s fusion energy experiments since 2019.
A few years before the lab ultimately achieved breakeven in 2022 — more than a decade after its first attempts — Kritcher was beginning to doubt that they would ever get there. Then, in 2021, NIF reached a breakthrough that went largely unnoticed outside the ranks of dedicated fusion observers: It fired a shot that produced 70% as much fusion energy as the reaction consumed, bringing the facility within striking distance of net energy gain. And while it didn’t reach that threshold, the scientists said the experiment demonstrated ignition — a self-sustaining fusion burn.
The result gave Kritcher assurance that the lab was on the cusp of energy gain. Now, she feels a similar level of confidence that Inertia can translate its simulated 25x energy gain into a real world commercial facility. “The change that we made going from that first ignition result — the 0.7x gain to the [net energy] gain result — that’s the kind of change I feel like we’re making here,” she told me. “It’s working now, and we’re just making it bigger and better.”
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Greenhouse gas pollution could drop by half a percent this year, according to a new analysis.
This is an edition of Heatmap Daily, an evening review of the day’s news written by our executive editor. Sign up for it here.
Back in March of last year, I coined the phrase “Degrowth Donald” to describe President Donald Trump’s accidental environmental impact.
Trump might say that climate change was a “hoax” or “scam,” I said. But when you looked at his actions, a different set of beliefs emerged.
He imposed a 10% tax on Canadian oil — a far more effective deterrent on consuming Albertan crude than a decade of protests against Keystone XL. He taxed foreign car imports and levied new tariffs on single-family-home building materials. You could say he had, I don’t know, rhubarb politics — a MAGA red stalk erupting in big green leaves.
Of course, Trump’s actual environmental politics are far more complicated. He has declared war on wind energy and gutted greenhouse gas rules. As you read in Heatmap AM this morning, the Trump administration announced today it would transform the Endangered Species Act to legalize a much broader range of animal killings.
But every so often, Degrowth Donald rides again. And so it is with the Iran war, which has gone on much longer than Trump initially envisioned, changed the global energy economy, and made China’s distinctive approach to energy security — which relies on electrification and large oil and mineral stockpiles — look more popular globally. It has triggered an energy crisis that is, at the moment, getting worse: Even in the United States, gasoline prices are surging again, and diesel is nearing its post-2022 inflation-adjusted record highs, according to Patrick De Haan, the head of petroleum analysis at GasBuddy. Energy prices are even higher in much of Europe.
One upshot of these higher prices, though? Emissions now seem to be going down. According to a new analysis from Carbon Brief, a U.K.-based nonprofit, global emissions from fossil fuels will fall by half a percent this year because of higher oil and natural gas prices caused by the Iran war and Strait of Hormuz closure. What’s interesting is that coal burning will actually increase — by more than 1% — but it will be swamped by declines from oil and gas consumption.
That’s a change from what authorities once expected. Last year, the International Energy Agency projected that global coal use would decline this year because of Chinese policies. But fuel switching will drive it up.
Of course, emissions declines caused by higher prices (or economic downturns) are the worst type of reductions. What we want to see, instead, is countries switching to lower-carbon forms of energy. But energy crises have a way of pushing every country’s energy policy in new directions. This year’s events have convinced Thailand, for instance, to reduce its liquified natural gas consumption and switch to renewables instead; they have caused Canada to open its market up to cheap Chinese electric vehicles and pursue an “associate membership” with the European Union. The 1970s oil crisis ultimately created the global energy regime of the 1980s and 1990s. What else countries might learn from this crisis is not too hard to guess.
The administration told a federal court that it has a “new analytical methodology,” hence the continued delays.
A federal judge ruled in early August that the Trump administration’s freeze on vertical height clearances for wind turbines was likely illegal. More than a month later nearly all of the wind energy projects remain on pause, as federal officials add new red tape that industry representatives say runs afoul of the court’s edict.
Let’s catch-up quickly on the American wind sector’s existential dilemma: the federal government has control over airspace higher than 200 feet from the ground and wind farm turbines essentially always enter that sphere of control. For at least a year and a half, the Trump administration through the Department of Defense and the Federal Aviation Administration has slowly gummed up what industry and former government officials have said was once a rote, benign bureaucratic process for ensuring turbine rotation didn’t interfere with flight patterns or radar at nearby airports.
So, Trump is delaying key approvals even for wind projects on private land, a worst-case scenario for the industry during his presidency. With support from their respective trade groups, many project developers sued and in August won a preliminary injunction against this de-facto national wind energy freeze. The court ruling said federal law laid out clear deadlines for completing these airspace reviews and the administration was willfully missing them.
“[In] light of DoD’s review freeze that started a year ago and still has no end in sight, the wind developers would naturally look to the same deadlines for relief,” U.S. District Judge Karin Immergut wrote, stating the administration’s pause violated the Administrative Procedures Act. Immergut also said the Trump administration potentially violated the law by reviewing projects under a new national security “methodology” that was defined by Congress.
But on Thursday, in its first update to the court since the ruling, the Justice Department laid out how essentially all projects remain at a standstill because they were adopting a new kind of comprehensive review process.
The administration claimed that “as a matter of policy” it had “resumed processing wind energy project applications,” but it only described a single instance where a company had heard from the military about moving forward. In addition, that company as well as all others affected by the freeze would still face a “new analytical methodology” for federal agencies reviewing height clearances for all projects, which appears to fly in the face of the ruling. The Justice Department did not provide any more detail about the methodology in its status update to the court.
Nicole Hughes, executive director of lead plaintiff Renewable Northwest, asserted in an interview Tuesday that the agency isn’t complying with the court order. “It appears to me they’re still stalling,” Hughes told me, adding the federal government’s reluctance to proceed is creating “a pretty high risk” for developers of any new wind projects in the United States. She said if nothing changes in the short term, they’re going to “have to go back to the judge and ask for further clarification as to what it means to comply with this order.”
“The lack of compliance by the administration does put into question the credibility [of the courts] and what pieces hold their feet to the fire? What remedies do we have? There’s never been a time an administration flaunts a judge’s orders the way the administration is.”
The Justice Department status update described a multitude of wind energy projects impacted by the freeze. At least 30 projects apparently already signed deals proposed by the military to mitigate radar impacts and were awaiting a counter-signature from the Department of Defense (which Trump calls the Department of War or DoW). Those previous legal agreements are now at risk of being thrown out, according to the Justice Department filing. The new pathway forward for them apparently is: “DoW will either (i) provide a notice that the project presents an unacceptable risk to national security, (ii) re-engage in negotiations with the developer to attempt to ameliorate any unacceptable risks, or (iii) circulate to the project proponent [a] new model mitigation agreement.”
At least 110 projects were in the middle of discussions with the federal government about mitigating airspace impacts when the injunction came down, according to the DOJ filing, which says none of them have heard from officials since the injunction. “As of this filing, developer re-engagements have yet to begin because such discussions need to be informed by the analytical results. Given the number of projects in this category, DoW has been assessing how to resume review and engagement with the developers.”
The DOJ said another 50 projects awaiting initial meetings with the federal government about airspace risk will begin once the administration “finishes with those” 110 projects that were in the middle of the process. That waiting list will also include another at least 40 projects the Justice Department said received “presumed risk” airspace notices from the federal government.
We’ve seen the Trump administration use extralegal means to delay wind energy before, but never to this extent or after a judge ruled against them. The Interior Department had been freezing wind and solar projects on federal lands under a policy requiring Secretary Doug Burgum sign off on routine approvals, but those typical government processes seem like they’ve resumed after a different federal court ruling enjoining that policy.
American Clean Power, the largest utility-scale solar and wind energy trade group, declined to comment. The Department of Defense did not respond to a request for comment.
CleanCounts is announcing new hourly matching credits, among other “enhancements.”
Renewable energy certificates, or RECS — the credits that companies buy in order to make claims that their operations “run on renewable energy” — are getting more sophisticated.
CleanCounts, a nonprofit that runs one of the biggest registries for RECs in North America, announced on Wednesday that it now has the capability to issue certificates tied to the exact hour the renewable energy was produced, opening the door to more reality-based clean energy claims. For companies that want to match their renewable energy purchases to the hours when their factories and stores are actually consuming power, “that was a critical piece of infrastructure that was missing,” Benjamin Gerber, the CEO of CleanCounts, told me.
The company also announced “additional enhancements” to its registry that will enable a wider range of new REC products, from certificates tied to “pollinator-friendly solar,” to projects owned by indigenous Tribes, to “low-impact hydropower” projects that mitigate harm to fish. Gerber said he thinks having a system to track and verify these benefits will help companies tell a different story about the infrastructure they are building, and in so doing help turn the tide of public support.
Traditionally, a REC represents a megawatt-hour of electricity that has been generated by a renewable energy source such as wind, solar, geothermal, or moving water. The generator records every megawatt-hour it produces with a registry like CleanCounts, which issues certificates; companies then buy these certificates, either in advance under power purchase agreements or after the fact in the spot market. The registry then “retires” the certificates once the REC buyer chooses to “use” it to make a clean energy claim. Registries ensure that nobody is counting the same megawatt-hour more than once.
Today, a lot of corporations simply match their annual energy consumption with certificates. If they anticipate consuming 100 megawatts, they might buy 100 megawatts of solar RECs — even if their factories operate at night — and then claim they “run on 100% renewable energy.” Critics argue these types of claims mislead the public and tip the scales toward the cheapest renewable sources — i.e. solar and wind — rather than those that can generate energy in the off-hours, such as batteries, geothermal, and nuclear. Many clean energy advocates want to see companies move toward making more specific claims about the number of hours they run on renewable energy.
Google got behind this idea several years ago, pledging to match its consumption with clean energy on a 24/7 basis. CleanCounts piloted a method with Google to issue the company hourly RECs, but to do so it had to basically reverse engineer the certificates, embedding data regarding the time the energy was produced after the fact. That made it complicated to true up a company’s energy consumption data with its REC purchases and say, “we covered X number of hours with clean energy.”
Now, CleanCounts will be able to specifically issue a credit for “1 megawatt-hour produced Wednesday, September 16, at 9:00 a.m.,” for example, making it far easier for companies to adopt an hourly matching strategy.
“Instead of breaking it apart, they're basically issuing it as an already granularized tradable certificate,” Alex Piper, the head of policy at EnergyTag, a nonprofit that advocates for hourly matching, told me. “Which is what is new and exciting, and opens the door for more liquid transactions and a broader and more impactful marketplace.”
Hourly matching is not exactly popular in the corporate sustainability world. A lot of companies and sustainability consultants argue that accounting for their energy on an hourly basis will be too complicated, too expensive, and ultimately crater the corporate clean energy market. Corporations are in a showdown with EnergyTag and other proponents of hourly matching to convince the Greenhouse Gas Protocol, a nonprofit that sets standards for corporate carbon accounting, of their case.
The new CleanCounts product solves at least one of those challenges, making hourly clean energy procurement much simpler.
That might also reap benefits in the form of consumer trust. New polling from EnergyTag and YouGov found that Americans tend to agree that companies shouldn’t claim to use solar at night. When asked, “When should a company count as a clean energy user?” 45% of respondents selected “only when their clean energy supply matches the hours they actually use electricity,” while 22% chose “when their clean energy averages out over the year (i.e. daytime solar covering nighttime usage.)” Just under a third of the 1,292 respondents selected “don’t know.”
Even if companies start buying hourly RECs, however, another challenge will be figuring out how to tell their customers, most of whom have no idea what a REC is. For years, companies have simply advertised that they are 100% renewable. What will it take to convince customers that actually, “We use clean energy about half the time we operate” is a more laudable claim?