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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 But what if the problem isn’t the number of power lines, but rather the outdated metal wires they’re made of?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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Facing down a sea change, the automaker has staked its next EV bet on a compact, sporty pickup.
“Full fathom five, your father lies,” the invisible spirit Ariel sings early in The Tempest, as a handsome and grieving prince listens, rapt. The song tells of a shipwrecked skeleton transforming into something else — its eyes have become pearls, and its bones pink coral — as it undergoes, yes, a “sea change.” It is the first time that phrase appears in the English language.
Ford is now facing its own kind of sea change. Over the past decade, the automaker has doubled down on its most profitable and exciting vehicles — pickups, SUVs, and the Mustang muscle car — and dropped from its line-up the cheap, boring cars that once made it famous. It embraced, then backed off, the transition to electric vehicles, in part because it failed to make money from them; and it began to reckon with the surge of cheaper, cleaner, and “far superior” EVs from Chinese producers that are transforming global auto markets around the world.
Locked into its aging but reliable line-up, yet unable to innovate at the low end, Ford might seem like the epitome of a company facing disruptive innovation. No wonder its stock has traded flat from where it was five years ago — even as the broader market has surged by more than 70%.
Its solution is an EV skunkworks, run by Tesla alumni, where it can develop a new “universal EV platform” to undergird future vehicles. Today, we got a peek at the first car to emerge from that secret shop: an all-electric compact pickup that will hit the roads by the end of next year. Its name? The Ford Fathom.
We know very little about the Fathom, as our correspondent Andrew Moseman wrote today. It will retail for just over $28,000, and even with mandatory delivery costs and other add-ons will stick to this side of $30,000. That makes it only a smidge more expensive than the gas-burning Ford Maverick, a sporty, compact, and popular pickup that starts around $27,000.
Ford promises that the Fathom will have as much seating capacity as Toyota’s RAV4, America’s best-selling car that isn’t a truck. (Ford’s own F-150, of course, holds the true No. 1 spot.) Those dimensions suggest the Fathom will sport a four-door crew cab, like the Maverick, making it more acceptable to families with kids — or young professionals who want to give their friends rides on the weekend. It will also have a frunk.
Beyond that, though, we don’t know much. We don’t know its range, for instance, and its price point shouldn’t inspire too much confidence on that front. Nor do we know, frankly, whether Ford can pull it off: When the automaker announced its first electric truck, the F-150 Lightning, in 2021, it claimed a price point of less than $40,000. Eighteen months of inflation later, it actually sold them for closer to $55,000 — and it still lost money on every EV that it made. Fixing the latter problem is part of why the skunkworks exists in the first place, and Ford now has an additional half-decade of experience making EVs. But consumers hoping for a miraculously priced electric pickup from the Blue Oval have been burned before.
If the Fathom disappoints, though, then consumers will soon have other options. The American car market is about to be deluged with sporty, compact pickup trucks — a welcome change from just a few years ago, when the segment was almost entirely dominated by mid-size and half-ton models. The Jeff Bezos-backed startup Slate will start delivering two-door, all-electric pickups starting at $25,000 at the end of this year. The automaker Stellantis, which owns the Dodge and Jeep brands, says it wants to bring another compact pickup — it’s almost more of a ute — called the Rampage to North America soon.
That’s welcome news for me — I love these little trucks — but I’m a little worried I’ll be outside my pickup-buying years by the time they actually make it to market. In the meantime, I’ll keep you posted on other updates about the Fathom. Will “sea nymphs hourly ring its knell”? No, but it will have Apple CarPlay and Android Auto.
The company confirmed its plans to market research company Cleanview.
The data center buildout has hit a new inflection point. It has long been true that artificial intelligence is fueling climate change by driving up power demand; more recently, tech companies have started directly financing new natural gas plants in their quest for AI glory. Now one is backing the biggest fossil fuel-fired power plant ever to exist in the United States — exclusively to power an AI data center complex.
That company is Amazon, according to the market research company Cleanview, which reported on Friday that the tech giant is building an AI data center campus in Texas powered by an up to 7.65-gigawatt off-grid natural gas plant.
That’s larger than any other power plant in the country — fossil or otherwise. The next biggest plant is the Grand Coulee hydroelectric plant in Washington State, at 7 gigawatts, followed by Arizona’s 4-gigawatt Palo Verde nuclear plant, and the West Count Energy Center, a 3.7-gigawatt natural gas plant in Florida.
The new power plant’s developer, Pacifico Energy, announced in January that it had secured permits from Texas regulators for the project, dubbed “GW Ranch.” The site is also permitted for up to 750 megawatts of solar and 1.8 gigawatts of battery energy storage.
It was not clear who the customer for all this energy would be until earlier this week, when Cleanview uncovered construction permits Amazon filed showing that the company owned the GW Ranch site. The company confirmed to Cleanview that it acquired the site and planned to buy power from Pacifico’s plant.
Not only will this natural gas plant be larger than the one in Florida, it will also use far less efficient technology. Pacifico’s permit says it plans to build 35 “simple cycle” generating units, which are typically installed in rarely-used peaker power plants and waste a lot more fuel potential than the modern “combined cycle” natural gas plants that serve as baseload power for the grid today. These more efficient turbines are essentially on backorder for years, and power-hungry developers have increasingly turned to the simpler versions as a quick fix as they race to bring facilities online.
According to its permit, the GW Ranch plant is allowed to emit as much as 33 million tons of CO2 per year. That’s twice as much as the most-polluting power plant in the country, the James H. Miller Jr. coal plant in Alabama, emitted in 2023, the most recent year for which data is available.
In a statement to Cleanview, an Amazon spokesperson said the company “believes in paying the full costs of powering our operations,” and that this Texas project “does just that: it’s powered by new on-site generation that won’t raise electricity costs for Texas families and designed to transition to grid-connected service as interconnection timelines allow.”
Some researchers disagree on that point, however. In an opinion piece for Utility Dive, Energy Innovation director Jeffrey Rissman and senior fellow Eric Gimon argue that the proliferation of off-grid natural gas generation for data centers will increase costs for regular people more than if the data centers connected to the grid, because they will be competing with utility companies for gas supply. “Data centers can buy gas in bulk and sign long-term contracts (as we’ve seen in Texas, Pennsylvania and New Mexico), giving them access to cheap gas, even if this unfairly drives up prices for everyone else,” they write.
Jane Flegal, a senior fellow at the Searchlight Institute, has also argued that building off-grid natural gas plants to serve data centers locks in emissions for decades because the plants don’t face competitive pressure from other resources. When a new natural gas plant is hooked up to the grid, by contrast, there’s a far greater chance that cheaper, cleaner resources will displace its generation over time.
The Rhodium Group recently developed a scoring system to help investors differentiate between projects that are likely to accelerate the energy transition, those that will have little effect one way or the other, and those that will actively slow it down. They used it to assess options for powering data centers, and found that off grid natural gas plants scored the worst, falling at the bottom of the latter category.
Regardless, Amazon still, somehow, asserts that it is committed to achieve net zero emissions by 2040.
The smoke pouring into Seattle from Spokane is particularly bad, but there’s also no such thing as good smoke.
I wrote this story from inside a cloud of smoke. Owing to some funky meteorology in the Seattle area this week — a pressure ridge paired with a thermal trough — the region’s usual westerly winds reversed, causing smoke from the fires burning in the eastern half of the state to pour through the mountain passes and river valleys of the Cascades and pool over the populous Puget Sound lowlands, where I live.
Though it’s cleared up some today, I’m still running my air purifier on full blast because I know what’s in the lingering smoke. Unlike the still blazing wildfires in Ontario that are burning through mostly uninhabited forests, the smoke in the Seattle area this week came to us partially from Spokane, where the Old Trails fire razed at least 700 buildings and homes last weekend. That means that beyond the usual organic matter associated with wildfire smoke, the pollution that has hung over Seattle has likely also contained particles and chemicals from burned plastics, batteries, cars, and household appliances.
But how can the average person be sure whether their wildfire smoke is the bad kind or the worse kind? (At least assuming that well-adjusted people do not obsessively watch the animations on AirNow.Gov, as I do.) I turned to Coty Jen, an associate professor of chemical engineering, and Albert Presto, a research professor of mechanical engineering, both of Carnegie Mellon University, to learn more about the chemistry of wildfire smoke.
“There is no safe smoke,” Jen said, setting me straight immediately. “It’s all bad. It will piss your body off.”
While it’s true that some smoke is more toxic than other smoke, what you might call the “all natural, organic” variety will still spike hospital emission rates and exacerbate pre-existing respiratory diseases, even if it is mostly burning trees.
Under ideal conditions, when cellulose or lignin — the main structural components of trees and plants as well as leaf litter and soil, the largest sources of carbon during a forest fire — heat up and combust, the chemical reaction creates carbon dioxide, water, heat, and light. But wildfires don’t burn cleanly, and the chemical reactions often stall midway through that process due to things like oxygen availability and temperature variation, producing intermediate products like carbon monoxide or partially broken-down bits of carbon, often called soot. The tiniest of these particles can be smaller than 2.5 micrometers across — 30 or more could fit across the width of a human hair — and are measured collectively as PM2.5, a catch-all term that refers to the size of the particle rather than what it is. What’s important, though, is that these particles are small enough to penetrate deep into our lungs and potentially enter our bloodstream, factors that add to the known mortality associated with PM2.5 exposure.
Different kinds of forests create different emissions — heavy duff, or leaf litter, which is common in pine forests, creates some of the densest smoke conditions. Wetter fuels also burn “dirtier,” creating more pollution. Different topographies also impact air quality in myriad ways; it’s no surprise that some of the worst pollution from the Spokane wildfires pooled in mountain valleys as a warm overhead layer of air trapped the particles near the ground.
Even “natural” wildfires can be extra toxic; burning eucalyptus, which grows in Southern California, is not something you want to inhale. Pine smoke can cause mutations in bacterial DNA, a common lab test for a substance’s potential to cause cancer. Wildfires that smolder are worse than those that burn fast; researchers have found that PM2.5 can be up to 70 times higher when fuels aren’t actively on fire. “You can even see this if you’ve ever built a fire yourself,” Presto explained. “There’s a period where everything is big and flaming, and then, if you’re burning a log, it eventually goes down to smoldering. The emissions are different.”
In the case of something like a house burning down in a wildfire, however, it’s not only cellulose and lignin combusting. “We’re good at engineering materials that are extremely robust, but when they burn, they release very exotic compounds,” Jen said. She pointed to the common plastic PVC, which is used for everything from exterior siding to plumbing and window frames. When it combusts, PVC releases chlorine, “which is very bad for you,” Jen told me. “It’s like how bleach is bad for you — it’s a pretty nasty chlorine compound. PVC isn’t releasing bleach, but it is releasing radical chlorine molecules that produce some crazy compounds.”
If you’re following a smoke event at home, the answer is “not really.” PM2.5 is measured in micrograms per cubic meter, which tells us how much small stuff is floating around, but not what that small stuff is. “It is pretty difficult to measure all the different compounds that wildfires, or broadly any pollution, will emit,” Jen said. “The easiest way to quantify it is to literally suck air onto a filter and measure how heavy it got.”
Measuring what exactly is in that mass requires instruments that cost in the ballpark of half a million dollars, which is not financially feasible at every air monitoring station, Jen went on. But while there are certainly academic applications for that kind of knowledge, a person trying to decide whether or not to go for their run in wildfire smoke doesn’t need that level of granularity.
“Some smoke is definitely more dangerous,” Jen said. “But as innocent bystanders, it’s not like we can pick and choose what smoke floats over to us. You just have to live with it, so the best mentality is to treat all smoke as bad.”
In a 2026 Science Advances study that attributed more than 24,000 deaths per year to wildfire smoke in the U.S., researchers found no safe threshold for PM2.5 exposure. Every 0.1 microgram per cubic meter increase in a county’s average annual PM2.5 from smoke was associated with nearly 5,600 excess deaths nationwide, even though most counties saw only trace amounts of smoke — about 0.4 micrograms per cubic meter a year. While it’s “orange sky” days, when the pollution spikes into triple-digit AQI numbers, that get the most media attention, even low exposure that you can’t smell or even see can be affecting your health.
PM2.5 is just one component of wildfire smoke — the other is gases, including benzene and formaldehyde. Many gases chemically transform as they move from where the fire is to where you inhale them. “The atmosphere is extremely oxidizing — it likes to add oxygen molecules onto compounds,” Jen said.
Some of those compounds react faster than others, “so it depends how downwind you are,” Jen went on. That’s why people closer to a wildfire — maybe a day or less downwind — get the distinctive campfire smell, mainly from the “young” vapors and volatile organic compounds. But for people on the East Coast who were subject to the Ontario smoke several weeks ago, the smoke had to travel several days to reach places like Pittsburgh and New York, and by then the sharper-smelling compounds had transformed into new pollutants like ozone.
The AQI only measures a few specific gases that are considered “criteria pollutants” under the Clean Air Act, which means, as Presto told me, “during these fires, you could emit a whole bunch of different other gases that don’t have an AQI number.”
Instead, you can look at the PM2.5 number to get the gist of how prevalent wildfire gases are. “If your PM 2.5 is high, it’s impossible for the bad gasses to be low,” Jen said. “The way we think about it is, there’s a bunch of junk on the particle, and if the same junk’s not also in the gas, it will evaporate off the particle into the gas. They always exist together.”
You might notice by now that I’ve written little about the actual AQI number, that score that appears on your weather app and runs from zero to 500 (or, confusingly, even higher). That’s because while the AQI is a great communication tool, it doesn’t offer us much in the way of the science of wildfire smoke.
The AQI measures five different pollutants — PM2.5, ozone, carbon monoxide, sulfur dioxide, and nitrogen dioxide — with the EPA setting specific concentration thresholds for each one, as my colleague Emily Pontecorvo has explained. “If local concentrations of any one of them tick up above those protective standards, the AQI will jump from green to a more alarming color,” she wrote. “The higher the level of pollution is, the higher the AQI and the darker the color will be.”
If you want to impress your friends, though, you ought to zero in specifically on the PM2.5 concentration — again, because the prevalence of the tiniest particulates is a good indicator of all the other gunk you can assume is in the air, too. (You can find the specific PM2.5 concentration usually by clicking for more information about the AQI on your weather app or checking IQ Air’s widget.) For example, at the time of this writing, my local PM2.5 concentration is 50 micrograms per cubic meter, more than triple the World Health Organization’s 15 micrograms per cubic meter threshold for 24-hour exposure. (The EPA’s 24-hour threshold is much more lenient, at 35 micrograms per cubic meter.)
When I asked Jen how she stays sane knowing all she knows about smoke exposure, she laughed. “I have just generally become more terrified of all campfires and all barbecues, but people already think I’m weird, so I might as well add to it,” she told me.
In all seriousness, though, she told me the answer is air filters, and her confidence in their ability to work. When wildfire smoke rolled through Pittsburgh, she had two running that she moved from room-to-room with her family, as well as a whole-house air filter. “We were getting PM2.5 concentrations in our house of about 80 micrograms per cubic meter when it was 150 outside,” she said. “But with the air filter on, we could drop that down to less than eight.”
Jen pointed out, though, that many people do not run their air filters properly. Filters are rated at their highest blower level, “so for them to be effective, you need to crank them to their highest setting to get all the air through,” she said. Most people keep their filters on auto or low because they’re so loud — myself included, until I learned otherwise.
Additionally, while an air filter is a rather large appliance, it really ought to be placed in the center of your room to be the most efficient, rather than up against a wall. (Again, my bad.) “When these wildfire events happen, the most effective place for the air filter is where you are, and you have to run it loud, which kind of sucks,” Jen said. “But it is better than breathing in gross air.”