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Ask any climate wonk what’s holding back clean energy in the U.S. and you’re likely to get the same answer — not enough power lines. But what if the problem isn’t the number of power lines, but rather the outdated metal wires they’re made of?
Restringing transmission lines with more advanced wires, a process known as “reconductoring,” has the potential to double the amount of electricity our existing transmission system can handle, for less than half the price of building new lines. That’s the main finding of a recently published working paper from researchers at the University of California, Berkeley, and Gridlab, an energy consulting firm.
There are a few reasons that something as boring and seemingly ubiquitous as power lines are so crucial to the energy transition. Electrifying our cars and homes will increase demand for electricity, and much of the system is already too congested to integrate new wind and solar power plants. Plus, there just aren’t enough lines that run from the sunniest, windiest places to the places where most people actually live.
To realize the emission reduction potential of the clean energy subsidies in the Inflation Reduction Act, we have to more than double the rate of transmission expansion, according to research from Princeton University’s Repeat Project. Clean energy projects already face major delays and are often hit with exorbitant bills to connect to the grid. A study from Lawrence Berkeley National Laboratory called “Queued Up” found that at the end of 2022, there were more than 10,000 power plant and energy storage projects waiting for permission to connect to the grid — enough to double electricity production in the country. Some 95% of them were zero-carbon resources.
The main problem is permitting. Establishing rights-of-way for new power lines requires extensive environmental review and invites vicious local opposition. People don’t want to look at more wires strung across the landscape. They worry the eyesore will decrease their property value, or that the construction will hurt local ecosystems. New power lines often take upwards of 10 years to plan, permit, and build.
But it’s possible to avoid this time-consuming process, at least in many cases, by simply reconductoring lines along existing rights-of-way. Most of our existing power lines have a steel core surrounded by strands of aluminum. Advanced conductors replace the steel with a lighter but stronger core made of a composite material, such as carbon fiber. This subtle shift in materials and design enables the line to operate at higher temperatures, with less sag, significantly increasing the amount of power it can carry.
Advanced conductors cost two to four times more than conventional power lines — but upgrading an existing line to use advanced conductors can be less than half what a new power line would cost because it eliminates much of the construction spending and fees from permitting for new rights-of-way, the Berkeley study found.
“The most compelling, exciting thing is that it only requires a maintenance permit,” Duncan Callaway, an associate professor of energy and resources at Berkeley and one of the authors said while presenting the research over Zoom last week.
The paper highlights a 2016 project in southeastern Texas. Due to rapid population growth in the area, the local utility, American Electric Power, was seeing higher demand for electricity at peak times than it was prepared for, leading to blackouts. It needed to come up with a solution, fast, and decided that reconductoring 240 miles of its transmission lines would take less time than permitting new ones. The project ended up finishing ahead of schedule and under budget, at a cost of $900,000 per mile. By comparison, the 3,600 miles of new lines built under Texas’ Competitive Renewable Energy Zone program, which were built to connect wind-rich areas to population centers, cost more than double, at an average of $1.9 million per mile.
Callaway and his co-authors also plugged their findings into a power system expansion model — basically a computer program that maps out the most cost-effective mix of technologies to meet regional electric power demand. They fed the model a scenario where the only option for transmission was to build new lines at their slow, historical rate, as well as a scenario where there was also an option to reconductor along existing rights-of-way. The second scenario resulted in nearly four times as much transmission capacity by 2035, enabling the country to achieve a more than 90% clean electric grid by that date.
There are cases where new power lines are needed — for example, to establish a new route to access a high-quality renewable resource, Emilia Chojkiewicz, another author of the study, told me in an email. But she said it nearly always makes sense to consider reconductoring given the potential to double capacity and do so much more quickly. “Unfortunately,” she added, “current transmission planning practices do not tend to incentivize or even consider reconductoring.”
This all seems so ridiculously easy that it begs the question: Why aren’t utilities already rushing to do it? During the webinar last week, Chojkiewicz and her co-authors said part of the problem is just a lack of awareness and comfort with the technology. But the bigger issue is that utilities are not incentivized to look for cheaper, more efficient solutions like reconductoring because they profit off capital spending.
To change this, they suggested that the Federal Energy Regulatory Commission, which oversees interstate transmission, and state public service commissions, which regulate utilities at the state level, mandate the consideration of reconductoring in transmission and resource planning processes, and to properly value the benefits that advanced conductors provide. The Department of Energy could also consider instituting a national conductor efficiency standard, so that all new wires installed, whether along existing rights-of-way or new routes, achieve a minimum level of performance.
Reconductoring isn’t the only no-brainer alternative to building new power lines. Another study from the clean energy think tank RMI published last week illustrates the opportunity with even cheaper tweaks called “grid enhancing technologies.” One option is to install sensors that collect data on wind speed, temperature, and other factors that affect power lines in real time, called dynamic line ratings. These sensors allow utilities to safely increase the amount of power transmitted when weather conditions permit it. There are also power flow controls that can redirect power away from congested lines so that it can be transmitted elsewhere rather than wasted.
RMI found that in the PJM interconnection — a section of the grid in the eastern U.S. that is so congested the grid operator has frozen new applications to connect to it — these grid enhancing technologies could open up more than 6 gigawatts of new capacity to wind, solar, and storage projects in just three years. For reference, in 2022, nearly 300 gigawatts-worth of energy projects were waiting for permission to connect in PJM at the end 2022.
The cost savings are not just theoretical. In 2018, the PJM grid operator determined that a wind farm expansion in Illinois was going to require $100 million of grid upgrades — including building new lines and reconductoring existing ones — over a timeline of about three years before it would be able to connect. The developer countered that the needed upgrades could be achieved through power flow controls, which could be installed for a cost of just $12 million in less than half the time. PJM approved the idea, and the project is currently underway.
Congress is still debating how to reform permitting processes. But while that’s still a necessary step, it’s becoming increasingly clear that there’s a host of other outside-the-box solutions that can be deployed more quickly, in the near term. The IRA may have convinced the environmental movement that building new stuff was worth it, but there are still a lot of cases where the smarter choice is to renovate.
Editor’s note: This story has been updated to correct the cost of adding power flow controls to the PJM interconnection.
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We need a ratepayer protection pledge for natural gas, too, argue two energy systems experts.
Everyone is talking about high energy prices, which were a major factor in the midterm elections. And it’s not just electricity: Families are paying 16% more for natural gas now than they were just two years ago. Within a few more years, the boom in electricity demand from data centers could add enough natural gas power plants to expand America’s gas power generation capacity by a third. Some back of the envelope math shows that the additional costs to regular customers from this expansion could total more than $23 billion across all retail gas and electricity prices by 2030.
Large users choosing gas will raise costs for the more than 70 million households in America paying a gas bill every month. It’s simple supply and demand. Some data center developers are working with utilities to connect to the grid, but many others are building their own off-grid power plants that would burn natural gas to power their operations. That would require a massive gas infrastructure build-out on top of the supply pressure, raising costs still further.
Earlier this year, hyperscalers and AI companies signed the Ratepayer Protection Pledge, committing to pay the full costs of their energy and infrastructure, “no matter what,” to avoid increasing energy costs for other customers. Agreeing to limit cost increases for energy is a good start, but the details of that pledge focused only on electricity customers, and it’s not enough to solve the problem. Almost nothing has been said on what that means for natural gas customers, or how data centers should help contain gas costs for families. As the 120th Congress, newly elected governors, and state legislators across the country consider the fastest ways to tackle volatile energy prices, they should consider a Gas Customer Protection Pledge to protect consumers from data centers contributing to surging natural gas bills.
All this new gas demand from data centers could increase costs for the rest of us in at least three ways. First, if history is any indication, the sheer volume of increased gas use will both raise gas prices and make them more volatile. Price volatility hurts poorer consumers more, with surprisingly high bills derived from market dynamics over which they have little control. Second, the pipelines, compressor stations, and other infrastructure needed to bring gas to these new facilities will cost money. Because the vast majority of utilities in America pass through both the cost of the fuel itself and the investments required to build and maintain infrastructure, these additional costs will be borne by all customers, not just the data centers.
And third — perhaps most importantly — during periods of peak system stress like winter storms or summer heat waves, all this additional gas going to data centers will make price shocks more severe. In the case of Winter Storm Fern last January, for example, natural gas prices from Chicago to Boston were 19 to 42 times higher than the national average price from the prior year.
So, how can government officials prevent all this from happening? A Gas Customer Protection Pledge would fill the gaps in the already agreed upon objective not to raise energy cost for average customers. Mirroring the points from the Ratepayer Protection Pledge, here’s how that might work.
To address energy affordability in the long run, finite resources are best spent moving energy systems off fossil fuels to improve public health and reduce greenhouse gas emissions. In the meantime, we must make efforts today to control natural gas costs. America’s energy affordability crisis needs answers today, not down the road.
Now is the time for a Gas Customer Protection Pledge that builds out the other half of the commitment already made by hyperscalers and AI companies not to increase energy bills for other customers.
X-energy is vying against CNNC and Canada’s AtkinsRéalis.
For years now, the United States has watched anxiously as its nuclear industry stagnated while those of its biggest geopolitical adversaries boomed. Russia, America’s top 20th century rival, dominated exports, securing deals to build virtually every nuclear newcomer nation’s first reactors. China, meanwhile, took the lead in domestic construction, with three dozen large-scale reactors under construction right now; Beijing even dabbled briefly in exporting its technology with a deal to build half a dozen reactors in Pakistan. It’s already made an offer to build Serbia’s first nuclear plant, and it’s expected to bid on more deals soon.
Now, for the first time, an American company is going head to head with a Chinese state-owned champion for one of Asia’s most sought-after nuclear deals.
X-energy, the Amazon-backed reactor startup based in Maryland, is one of three companies to take part in a program with Singapore to the country’s regulators in its licensing department so they can see how an atomic power project goes from planning to approval. The goal is to help train the “nuclear manpower” needed to design a reactor buildout that matches Singapore’s unique needs, according to the name of the program. By observing the process to license reactors, the regulators from Singapore’s Ministry of Energy, Trade, and Industry and its Energy Market Authority hope to lay the groundwork for the city-state to import reactor technology and build its first nuclear plant.
Singapore spans less land area than the city of Memphis, Tennessee, yet the Southeast Asian city-state has plans to expand its electricity generating capacity by more than a quarter in the coming years to around 15 gigawatts — more than four times the U.S. city’s all-time high power demand. The country’s Ministry of Energy, Trade, and Industry and its Energy Market Authority will pay the salaries of its embedded workers for the full length of the program, anywhere from six months to two years. Aside from the free labor, the host companies receive an inside track to sell reactors to Singapore if the country moves forward with a nuclear project.
“They need to pick a technology that suits their very, very specific needs and constraints,” Miriam D'Onofrio, X-energy’s senior director of international markets, told me. (While the company announced the partnership at the Singapore International Energy Week summit late last month, X-energy spoke exclusively with Heatmap about the agreement.)
“We’re proud to be the only American entity — and one that wasn’t facilitated by the U.S. government at all,” she added. “That was something that Singapore evaluated for itself and made a central decision to pursue. That’s a testament to the strength of our technology and the trust that they have in us as a company.”
Another company vying for Singapore’s business is AtkinsRéalis, the Montreal-based nuclear company behind Canada’s homegrown CANDU reactor technology. But a source with direct knowledge of the Singaporean government’s thinking told me the country is already sold on the benefits of building a high-temperature gas-cooled reactor, an expensive option that promises a relatively small footprint on land and minimal risk of a meltdown. The CANDU, by contrast, is a pressurized heavy water reactor, which uses a special kind of water as a coolant to use raw uranium as a fuel and avoid enrichment altogether.
That means the real competition is between X-energy and the China National Nuclear Corporation. CNNC, the second of China’s two state nuclear companies, which currently operates the world’s only commercial high-temperature gas-cooled reactor. Located at Shidao Bay Nuclear Power Plant on the tip of the Shandong Peninsula that juts from northern China into the Yellow Sea, the demonstration reactor came online in December 2023. The completion of the 210-megawatt reactor, which runs on a specialized and fuel known as TRISO that’s specifically engineered for safety, vaulted China to the front of the global race for what are called fourth-generation technologies that use coolants other than water.
While the U.S., Britain, Germany, and Japan all built experimental high-temperature gas-cooled reactors (America also briefly operated a commercial plant in Colorado before shutting it down in the early 1990s due to high costs), China is the first in decades to actually pump its electricity onto the grid. Construction began earlier this month on a second such unit.
That could afford CNNC some advantages. “China has an HTGR that’s been operating,” D'Onofrio told me. “But it is demonstrably more difficult to get information out of China and on that program.”
The trouble is, countries that “are embarking on new nuclear programs want to learn and absorb themselves,” she said. “They don’t just want to buy something off the shelf,” she said. “That’s unfortunately not how nuclear works.” With the Xe-100, an 80-megawatt small modular reactor cooled with helium, D'Onofrio said, “we tried our best to optimize constructability, to optimize manufacturability, to optimize efficiencies in the core.”
X-energy is making progress. On Monday, the U.S. Nuclear Regulatory Commission granted the company a permit to begin construction on its first plant, a small facility on Texas’ Gulf coast to funnel electricity and heat to Dow’s second-largest chemical plant. X-energy has also inked at least two deals with American utilities for full-scale plants in Washington State, with Energy Northwest, and in Indiana with American Electric Power.
Though the company has yet to fully build one of its reactors, she said, “I am confident that once we do, there will be a wave that we’re excited to see of interest from industry, from data centers, and from customers all over the world.”
If China’s edge is having an actual operating reactor, the strongest argument for X-energy may be its plans to manufacture its own fuel.
Both the Chinese and the American reactors run on TRISO. Rather than slotting pellets of enriched uranium into PEZ dispenser-like fuel assemblies that go into conventional reactors, TRISO producers ball the enriched uranium into poppyseed-sized spheres coated in ceramic material. That coating absorbs the dangerous materials produced during fission and makes a meltdown physically impossible, eliminating the need for the massive steel and concrete domes that serve as containment in traditional nuclear plants.
While China fills its TRISO kernels with conventional low-enriched uranium, X-energy is manufacturing its own fuel out of a more potent type of fuel. That fuel, known as high-assay low-enriched uranium or HALEU, burns through more of the energy in the uranium, but it’s also more expensive, and the only major commercial vendor in the world today is Russia’s Rosatom.
“We have the [intellectual property] on some of the most reliable TRISO fabrication that’s ever been invented,” D'Onofrio said.
Some experts doubt that Singapore will actually commission a nuclear plant anytime soon. “The Singaporeans are treating nuclear energy as a long-term risk-monitoring exercise rather than an active engineering [project],” François Morin, the World Nuclear Association’s director in Beijing, told me in a text message. “For now, the state’s priority is maintaining a superficial, multi-directional radar so they aren’t blindsided if regional neighbors like Indonesia or Malaysia move forward with their own nuclear plans.”
While the appeal of a TRISO-fueled high-temperature gas-reactor is the absence of a multi-mile emergency planning zone like those that surround water-cooled plants, Morin said the Singaporean government is “ignoring the reality that no international regulator has universally codified a ‘zero-EPZ’ standard for a hyper-dense metropolitan area.”
X-energy said it doesn’t need to ultimately build a reactor in Singapore for the effort to be worthwhile.
“Even if Singapore doesn’t pursue an HTGR program — we’d love them to — they’re going to play a role in regional development,” D'Onofrio said. “We want to play a role in regional development, and the strength of Singaporean institutions — the ease of doing business here — makes it a really, really interesting option for us for a future footprint.”
On Guterres naming a villain, how Masayoshi Son ‘overdid it,’ and Vance’s Venezuela trader
Current conditions: A major Atlantic storm called Storm Charles is bearing down on Portugal, which closed schools, canceled all non-essential services, and called off the second day of the WebSummit in Lisbon • A potential nor’easter is threatening New York City with heavy rain and flooding • Jackson, Mississippi — where Democrat Scott Colom declared victory last night to become the state’s first Black senator in nearly 150 years — is set to reach a warm, sunny, 71 degrees Fahrenheit today before dropping off by nearly 20 degrees overnight.
When the Intergovernmental Panel on Climate Change released its landmark report on the closing window to keep global warming within the range set by the Paris Agreement in 2018, António Guterres was just a year into the job as the United Nations’ secretary-general. The left-wing former Portuguese prime minister quickly developed a knack for delivering speeches that contained exactly the kind of rousing soundbites that blared in headlines across the world. That year, he proclaimed climate change “the defining issue of our time – and we are at a defining moment.” As emissions continued to grow, he ratcheted up his language. In 2022, he warned of a world in “great peril.” In 2023, he lamented that “humanity has opened the gates of Hell.” In his likely final speech before the annual global climate summit as the UN chief, Guterres raged against a world still on “the path to mutually assured destruction.”As “heat records keep shattering,” he said, “fossil fuel interests keep making a killing — while killing our planet.”
Meanwhile, at the summit formally known as the 31st Conference of the Parties to the UN Framework Convention on Climate Change, advocates are pushing for nuclear power to be explicitly acknowledged as clean in any official communiques that emerge from the negotiations. The key theme of this year’s event is Turkey’s goal of getting the world to increase the share of end-use energy that comes from electricity from 21% to 35% by 2035. Groups such as the Clean Air Task Force are pushing for the COP31 to name nuclear power as a resource to reach that goal, NucNet reported.
Exxon Mobil filed a confidential legal challenge to the European Union’s carbon capture rules in what the Financial Times called “the latest attempt by the U.S. energy group to row back Brussels’ flagship green regulations.” In a memo, the European Commission told its trade authorities it was preparing a response to the Texas giant’s argument that requiring the company to build out infrastructure to capture and store carbon dioxide emissions violates its rights against discrimination and expropriation under a 1994 investor protection treaty. The EU left the treaty last year, but is still bound by it.
Europe operates just 5.2% of the world’s operational carbon capture capacity as of this year, according to data from the International Energy Agency, putting the continent in a distant third place behind North America and South America. But that figure is on track to top 30% by 2035, easily leapfrogging into the No. 2 spot.

Last year, Japanese billionaire Masayoshi Son reserved a big portion of the U.S. market for gas turbines in hopes of making his SoftBank Group a top power equipment supplier for the data center boom. But reserving 13 gigawatts of turbines — equivalent to more than six Hoover Dams — drove a $3.7 billion loss in the company’s earnings.
“Like an overeager miner who tries to corner the market for picks and shovels in a gold rush,” The Wall Street Journal wrote in a scoop on the earnings hit, “Son’s SoftBank Group ordered so many turbines that even after fully supplying the world’s largest gas power plant, it was left with reservations for far more than it could possibly use.” It’s a sign, my colleague Robinson Meyer wrote last night, that “data centers may have already peaked as an economic and energy trend.”
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Add this to Democrats’ list of potential investigations into conflicts of interests in the Trump administration’s energy deals. A week before the U.S. invaded Venezuela, a plane linked to John Addison, a gasoline trader at the commodities giant Vitol and a friend and early financier of JD Vance’s political career, spent time on the tarmac of Bozeman Yellowstone International Airport alongside the vice president’s jet. Just two days after the capture of Nicolás Maduro, Addison received a call from Secretary of Energy Chris Wright with what Reuters described as “an irresistible offer.” In a blockbuster investigation, the newswire reported that Vance told Wright to trust Addison despite the fact that he “wasn’t the obvious choice to receive such a call from” the Department of Energy chief. Typically such outreach would go to the company’s regional chief executive, not a senior trader. “And his specialty was buying and selling U.S. gasoline, not Latin American crude oil,” Reuters wrote.
Offshore wind may be out to sea in the U.S. But Britain and Japan just signed a new Offshore Wind Industrial Compact in a bid to increase cooperation on supply chains for all kinds of seaward turbines. The pact encourages joint investments between British developers such as the state-backed Great British Energy and Japanese financiers, offshoreWIND.biz reported.
Mr. Wonderful isn’t the only male celebrity getting into the data center craze. New England Patriots owner Robert Kraft’s Kraft Group is now seeking to build a 900-megawatt data center campus in Sutton, Massachusetts, an historic, rural enclave roughly an hour southwest of Boston. If completed, The Boston Globe reported, it would be the fourth-largest data center in the U.S.