You’re out of free articles.
This Halloween, get 20% off using code ADVANCED
Log in
To continue reading, log in to your account.
Create a Free Account
To unlock more free articles, please create a free account.
Sign In or Create an Account.
By continuing, you agree to the Terms of Service and acknowledge our Privacy Policy
Welcome to Heatmap
Thank you for registering with Heatmap. Climate change is one of the greatest challenges of our lives, a force reshaping our economy, our politics, and our culture. We hope to be your trusted, friendly, and insightful guide to that transformation. Please enjoy your free articles. You can check your profile here .
subscribe to get Unlimited access
Offer for a Heatmap News Unlimited Access subscription; please note that your subscription will renew automatically unless you cancel prior to renewal. Cancellation takes effect at the end of your current billing period. We will let you know in advance of any price changes. Taxes may apply. Offer terms are subject to change.
Subscribe to get unlimited Access
Hey, you are out of free articles but you are only a few clicks away from full access. Subscribe below and take advantage of our introductory offer.
subscribe to get Unlimited access
Offer for a Heatmap News Unlimited Access subscription; please note that your subscription will renew automatically unless you cancel prior to renewal. Cancellation takes effect at the end of your current billing period. We will let you know in advance of any price changes. Taxes may apply. Offer terms are subject to change.
Create Your Account
Please Enter Your Password
Forgot your password?
Please enter the email address you use for your account so we can send you a link to reset your password:
Plus news on cloud seeding, fission for fusion, and more of the week’s biggest money moves.

From beaming solar power down from space to shooting storm clouds full of particles to make it rain, this week featured progress across a range of seemingly sci-fi technologies that have actually been researched — and in some cases deployed — for decades. There were, however, few actual funding announcements to speak of, as earlier-stage climate tech venture funds continue to confront a tough fundraising environment.
First up, I explore Meta’s bet on space-based solar as a way to squeeze more output from existing solar arrays to power data centers. Then there’s the fusion startup Zap Energy, which is shifting its near-term attention toward the more established fission sector. Meanwhile, a weather modification company says it’s found a way to quantify the impact of cloud seeding — a space-age sounding practice that’s actually been in use for roughly 80 years. And amidst a string of disappointments for alternate battery chemistries, this week brings multiple wins for the sodium-ion battery sector.
One might presume that terrestrial solar paired with batteries would prove perfectly adequate for securing 24/7 clean energy moving forward, as global prices for panels and battery packs continue to fall. But the startup Overview Energy, which uses lasers to beam solar power from space directly onto existing solar arrays, thinks its space-based solar energy systems will prove valuable for powering large loads like data centers through the night. Now Meta is backing that premise, signing a first-of-its-kind agreement with Overview this week that secures early access for up to a gigawatt of capacity from the startup’s system.
Initial orbital demonstrations are slated for 2028, with commercial power delivery targeted for 2030. It’s an ambitious timeline, and certainly not the first effort to commercialize space-based solar, though prior analyses have generally concluded that while the physics check out, the economics and logistics don’t. Overview Energy thinks its found the core unlocks though: “geographic untethering,” which allows it to direct its beam to ground-based solar arrays anywhere in the world based on demand, and high-efficiency lasers capable of converting near-infrared light into electricity much more efficiently than pure sunlight.
The startup is targeting between $60 and $100 per megawatt-hour by 2035, at which point the goal is to be putting gigawatts of space solar on the grid. “It’s 5 o’clock somewhere,” Marc Berte, founder and CEO of Overview Energy, told me when I interviewed him last December. “You’re profitable at $100 bucks a megawatt-hour somewhere, instantaneously, all the time.”
Launch costs have also fallen sharply since the last serious wave of space-solar research, and Overview has already booked a 2028 launch with SpaceX. Solar power beamed from space also sidesteps two earthly constraints — land use and protracted grid interconnection timelines. So while this seemingly sci-fi vision remains unproven, it might be significantly more plausible than it once appeared. And Meta’s certainly not alone in taking that bet — Overview has already raised a $20 million seed round led by Lowercarbon Capital, Prime Movers Lab, and Engine Ventures.
Fusion startups are increasingly looking to nearer-term revenue opportunities as they work toward commercializing the Holy Grail of energy generation. Industry leader Commonwealth Fusion Systems is selling its high-temperature superconducting magnets to other developers, while other companies including Shine Technologies are generating income by producing nuclear isotopes for medical imaging. Now one startup, Zap Energy, is pushing that playbook a step further, announcing this week that it plans to develop fission reactors before putting its first fusion electrons on the grid.
Specifically, the startup is now attempting to develop small modular reactors — hardly a novel idea, as companies like Oklo, Kairos, and TerraPower have already secured significant public and private funding and struck major data center deals. Zap, however, thinks it can catch up to these new competitors in part by leveraging design commonalities between fission and fusion systems, including the use of liquid metals, engineered neutron environments, and high-power-density systems. “Fission and fusion are two expressions of the same underlying physics," Zap’s co-founder Benj Conwayby said in the press release. "This isn’t a pivot — by integrating them into a single platform, we can move faster, reduce risk, and build a more enduring company."
As the company outlines on its website, pursuing both pathways could eventually manifest in the development of a hybrid fusion-fission system, while also giving Zap practical experience interfacing with regulators and securing approvals. As The New York Times reports, the company is targeting an early 2030s timeline for its fission reactors, although Zap has yet to specify a timeline for fusion commercialization. Like so many of its peers, the company is eyeing data centers as a promising initial market, though bringing its first units online will likely require a significant influx of additional capital.
For all the concern surrounding geoengineering fixes for climate change such as solar radiation management, there’s one form of weather modification that’s been in use since the 1940s — cloud seeding. This practice typically involves flying planes into the center of storms and releasing flares that disperse a chemical called silver iodide into the clouds. This causes the water droplets within the clouds to freeze, increasing the amount of precipitation that falls as either rain or snow.
Alarming as it may sound for the uninitiated, there’s no evidence that silver iodide causes harm at current usage levels. But what has been far more difficult to pin down is efficacy — specifically, how much additional precipitation cloud seeding actually creates. That’s where the startup Rainmaker comes in. The company, which deploys unmanned drones to inject the silver iodide, says that its advanced radar and satellite systems indicate that its operations generated over 143 million gallons of additional freshwater in Oregon and Utah this year — roughly equivalent to the annual water usage of about 1,750 U.S. households. The findings have not yet been peer reviewed, but if accurate, they would make Rainmaker the first private company to quantify the impact of its cloud seeding operations.
Cloud seeding is already a well-oiled commercial business, with dozens of states, utility companies and ski resorts alike using it to increase snowfall in the drought-stricken American West and worldwide — China in particular spends tens of millions of dollars per year on the technology. Rainmaker has a particular aspiration: to help restore Utah’s Great Salt Lake, which has been shrinking since the 1980s amid rising water demand and increased evaporation driven by warmer temperatures.
In a press release, the company’s 26-year-old founder and CEO Augustus Doricko said, “With the newfound capability to measure our yields and quantify our results, Rainmaker will go forward and continue our mission to refill the Great Salt Lake, end drought in the American West and deliver water abundance wherever it is needed most around the world."
Sodium-ion batteries have long been touted as an enticing alternative — or at least complement — to lithium-ion systems for energy storage. They don’t rely on scarce and costly critical minerals like lithium, nickel, or cobalt, and have the potential to be far less flammable. The relatively nascent market also offers an opening for the U.S. to gain a foothold in this segment of the battery supply chain. But especially domestically, the industry has struggled to gain traction. Two sodium-ion startups, Natron and Bedrock Materials, both closed up shop last year as prices for lithium-iron-phosphate batteries cratered, eroding sodium-ion’s cost advantage, while the cost of manufacturing batteries in the U.S. constrained their ability to scale.
But one notable bright spot is the startup Alsym Energy, which announced this week that it has signed a letter-of-intent with long-duration energy storage company ESS Inc. for 8.5 gigawatt-hours of sodium-ion cells and modules, marking ESS’s expansion into the short and medium-duration storage market. Alsym’s CEO, Mukesh Chatter, told me this represents the largest deal for sodium-ion batteries in the U.S. to date — although it’s not yet a binding contract. Notably, it came just a day after the world’s largest-ever order for these batteries, as CATL disclosed a 60 gigawatt-hour sodium-ion agreement with energy storage integrator HyperStrong. Taken together, these partnerships suggest the sector is finally picking up durable traction both domestically and abroad.
ESS, however, is facing its own operational headwinds, nearly shuttering its Oregon manufacturing plant last year before securing an unexpected cash infusion and pivoting to a new, longer-duration storage product. Chatter remains exuberant about Alsym’s deal with the storage provider, however, telling me it represents a major proof point in terms of broader industry acceptance and an acknowledgement that “the benefits [sodium-ion] brings to the table are significant enough to overcome any stickiness” and hesitation around adopting new battery chemistries.
Chatter said that interest is now pouring in from all sides, citing inquiries from lithium-ion battery manufacturers, utilities, and defense companies and highlighting use cases ranging from data centers to apartment buildings and mining operations as likely early deployment targets.
This Halloween, get 20% off using code ADVANCED
Log in
To continue reading, log in to your account.
Create a Free Account
To unlock more free articles, please create a free account.
Rep. Jeff Van Drew was defeated by ... another wind opponent.
Democrat Zack Mullock unseated Representative Jeff Van Drew, one of offshore wind’s biggest foes, on Tuesday night in the race for New Jersey’s second district. But while Mullock is a fan of renewable energy, he’s still a man of the south Jersey shore — and unlikely to be a champion for turbines off his coast.
District 2 encompasses the entire lower quarter of the state, covering six coastal counties from Atlantic City down to the tip of Cape May and around to the Delaware Bay. The area is a hotbed for offshore wind opposition, where groups like Protect our Coasts NJ have filed legal challenges against almost every wind project proposed in the region.
After heading to Congress in 2019, Van Drew, who was previously a Democrat, switched parties and became a key ally to this movement. He called for a moratorium on offshore wind development, held hearings on offshore wind “industrialization”, and requested that the Government Accountability Office investigate the industry. He also worked with the Trump administration to block projects that were under construction.
During a debate in late October, Mullock accused Van Drew of flip flopping on wind, arguing that the congressman was a staunch supporter of the industry during his decade-long tenure in the New Jersey legislature. Mullock, who is currently serving his second term as mayor of the city of Cape May, summed up his own position by citing a resolution he signed in 2023 calling for a moratorium on surveying and acoustic testing for offshore wind development pending an investigation into a spate of whale deaths. He signed it due to “concerns” about the environment and commercial fishing, he said.
“I believe very much in our future with renewable energy,” he said. “We need to go full steam ahead with solar panels. And yes we should do wind where it is appropriate, where it doesn't hurt our environment and it doesn't hurt our commercial fishing industry.”
Mullock’s campaign website says he supports federal investments in renewable energy and incentives for energy-efficient homes. He also wants “stricter enforcement of the Clean Air Act and the Clean Water Act,” and to fund coastal resiliency and other “smart infrastructure” projects that protect against climate impacts. He also campaigned in support of a data center moratorium.
Early signs point to a rough election for AI infrastructure.
We’ve seen enough: If this was the data center election, it was a really bad night for the industry.
Democratic campaigns and their affiliated Super PACs spent bigly on data center-themed attack ads. The ads came in various flavors. Some ads painted a vote for tax cuts as aiding data center developers. Others brought up candidates’ previous support for data centers or stock the candidate may have held in the tech industry or AI infrastructure developers. As Election Day approached, the data center industry sought to bat back claims that their sector’s poor reputation with the electorate would sway the results. People may have soured on their industry, they argued, but people weren’t going to vote based on that position.
Results are still coming in, but so far congressional races heavily featuring these data center attacks are heavily going in Democrats’ favor. In addition, these races have so profoundly shifted that it’ll be challenging for the industry to argue they played no role in the outcome.
Some of the most illustrative examples are obvious. In Georgia, Democrat Keisha Lance Bottoms campaigned on a statewide data center moratorium and won control of the governor’s mansion, becoming the first black woman to ever lead a U.S. state. Similar results in Ohio where Amy Acton flipped party control of the governor’s seat with a campaign that included going hard against data centers. In Pennsylvania, two Democrats who focused on data centers in their races have flipped Republican districts: Scranton mayor Paige Cognetti and firefighter Bob Brooks. In New Jersey, Cape May mayor Zack Mullock rode data center attacks to defeat Rep. Jeff Van Drew, the biggest opponent of the offshore wind industry. In Virginia, Democrat Shannon Taylor rode data center-laden attacks to take control of the Richmond area congressional seat from Rep. Rob Wittman.
If you’re arguing this election was decided by data centers, your best proof point: Democrat Gina Hinojosa has taken control of the governor's mansion in Texas, defeating incumbent Greg Abbott, who’d sought recently to take a hard line against the industry. Hinojosa ran on going further, calling to pass a law completely pausing data center development across one of the industry’s favorite states. She won a decisive victory. So did Democratic Texas Agriculture Commissioner candidate Clayton Tucker, who I explained months ago became one of anti-data center Facebook’s favorite online personalities.
But it makes sense that data centers would matter a lot in Texas, which could be compared to Virginia in terms of their buildout. When you inspect the election results more closely, they tell a more complicated story about the upper boundaries of these data center attacks.
For decades, Greenville and Spartanburg County have been GOP vote strongholds and reliable for both Republican congressional candidates and statewide campaigns. The congressional district gave Donald Trump at least a 20-point cushion in the 2024 presidential election, according to Decision Desk HQ. Last week, I explained for subscribers to The Fight how Courtney McClain, a novice candidate living one mile from a controversial data center proposal, was running against incumbent Rep. William Timmons. I couldn’t find much in the way of online ad spending on either side in this race and it’s never been on the radar of most political observers as a campaign that could somehow flip party control. But the data center debate in Spartanburg County has been immense.
Tonight, Timmons kept his ordinarily ruby red district by slim single digits after running even for most of the night. But this swing was essentially the same as the national margin. And because Timmons didn’t lose, this actually feels like a crucial distinction – data centers were not deciding races themselves in all cases. Democrat Annie Andrews defeated Republican Darlene Graham in a result driven by Democratic overperformance and GOP underperformance in this area, but it’s challenging to tie this result to the data center issue at all. Anything from the economy and the Iran War to Graham’s deceased brother and his baggage could be blamed for this result from this heavily evangelical region.
However, it will be challenging for the data center sector to differentiate themselves from this outcome, especially since a pro-data center Super PAC – Building the Future – publicly waded into the race in support of Graham only to lose. “Darlene Graham’s loss is a black eye for the data center industry,” wrote Teddy Schleifer of The New York Times on election night.
The same story played out in Georgia’s 1st district, which includes the city of Savannah. OpenAI is developing a controversial data center project in Effingham County, northwest of Savannah and the congressional race – which like South Carolina’s 4th had comparatively little spending – has been chock full of data center mudslinging, with the Democrat Amanda Hollowell calling for broader moratoria on development.
Effingham County went for Trump by almost 50 points in 2024. As of this story’s publication, the Republican, Jim Kingston, is winning by a single percentage point with 93% of the vote in. Most of what’s left is in Effington. Should this candidate win, it’s safe to say it’s because voters in this county looked past data centers, or did not link their vote for a national candidate to the local development.
On Election Night, Effingham County formally tabled any decision on the OpenAI data center. So at least on the ground level, people are paying close attention to these results.
After taking two seats in a special election last year, the party gained a third in the midterms.
Democrats claimed two seats on the Georgia Public Service Commission in a special election last year, ending almost 20 years of unanimous Republican control over the regulator.
One of those winning Democrats, Peter Hubbard, ran again this year for a full six-year term in a rematch against Republican Fitz Johnson. The other open seat this year saw Sheila Edwards running in an open race against Republican Josh Tolbert.
Both Hubbard and Edwads won, securing a 3–2 Democratic majority on the Public Service Commission.
“Over the last 12 months, Georgian consumers have made one thing clear: They are tired of rising utility bills and they are hungry to see change. Georgia’s sea change moment for energy policy has arrived,” Charles Hua, the executive director of the utility-focused advocacy group PowerLines, told me.
The Democrats have not been shy about what their priorities will be on the commission.
“Winning control of the Georgia Public Service Commission means prioritizing lowering power bills instead of constantly increasing corporate profits, ramping up the deployment of clean energy technologies, and focusing the people in our decision-making as state regulators,” Hubbard said in a statement on his website.
Edwards, for her part, made it clear where she stands on data centers specifically in an October debate with Tolbert. “They came into our communities,” Edwards said. “They didn’t pay any taxes. They are using our water, using our electricity, and they’re being a public nuisance to the communities that they’re coming into.”
Hubbard also talked about data centers on Heatmap’s Shift Key podcast back in June. “I advocate for a whole-of-government approach, because while the Public Service Commission really only has oversight over the power side of things — where that power comes from and how much data centers are paying on their tariff — there’s much larger issues in terms of water use, in terms of the tax incentives,” he told my colleague Robinson Meyer. “The estimate is $3.5 billion in tax abatements this year in Georgia, uncollected revenue that data centers otherwise would be willing to pay.”
The race has seen outsize spending and interest from major figures not accustomed to dealing in utility regulator races. (Just 10 states have elected utility commissions, period.) Kamala Harris appeared at a virtual fundraiser for the Democratic candidates in Georgia, as well as Democratic hopefuls to the Arizona Corporation Commission. The solar energy industry spent hundreds of thousands of dollars in support of the Democrats in Georgia. Meanwhile, anonymous donors pumped millions of dollars into Tolbert’s bid.
Democrats swept into the Georgia PSC last year on a wave of dissatisfaction with rising electricity prices, especially rate hikes attached to the construction of two new nuclear reactors at the Vogtle Electric Generating Plant, which ran years behind schedule and billions of dollars over budget. In the runup to the election, the PSC approved a three-year base rate freeze proposed by Georgia Power in an attempt to head off public dissatisfaction.
In the past year, rates in Georgia have gone up by less than 1% across the state on average, according to the Heatmap-MIT Electricity Price Hub, while rates are up over 18% in the last three years and over 6% in the past two years.
Shares in Southern Company, the parent company of Georgia Power, were down slightly more than 0.5% in after-hours trading Tuesday night.