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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 But what if the problem isn’t the number of power lines, but rather the outdated metal wires they’re made of?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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The Federal Reserve raised the federal funds rate by a quarter point, the central bank announced Wednesday afternoon, its first rate change since Chairman Kevin Warsh took his seat in May and its first rate hike in over three years.
The federal funds rate will now sit between 3.75% and 4%. According to projections by regional Federal Reserve presidents and members of the Board of Governors, the central bank expects to hike rates one more time this year.
In its now characteristically brief statements, the Federal Open Market Committee said that the hike “will support a timelier return to the Committee's 2 percent goal” for inflation. Inflation is currently running at 3.4% and has been above the Fed’s 2% target since 2021.
The FOMC’s (brief) statement explaining the hike pointed to “resilient” domestic spending and “robust” capital investment. It characterized the economy as “expanding at a solid pace,” albeit with “elevated” uncertainty due to “geopolitical developments.”
This combination of factors — high oil prices due to the partial shutdown of the Strait of Hormuz and high investment in data centers — have helped push up yields on Treasury bonds, which helped maneuver the Federal Reserve into its rate hike. These rising Treasury yields have made raising capital more difficult for sectors besides artificial intelligence, very much including the capital-intensive renewable and clean energy industries.
Warsh attributed higher Treasury yields to “economic strength, competition for capital, and geopolitics,” in his press conference following the rate announcement. The yield on the 10-year treasury bond, often used as a benchmark for the cost of money throughout the economy, rose to over 5% on the news, the highest level since 2007.
Current conditions: The fast-moving Palos Fire blazed through 17 acres in Los Angeles’ La Habra Heights, injuring two • Heavy rain in São Paulo collapsed a dilapidated building, killing six • The heat index in the Mississippi Valley is topping 110 degrees Fahrenheit.
Two weeks after accusing data center opponents of wanting “to end up being backwards and poor,” President Donald Trump has landed on a new defense of the artificial intelligence buildout. It’s a lot like his old one for abdicating on the federal government’s responsibility to deal with climate-changing emissions. Essentially, it boils down to: My critics are making it all up. “It’s a hoax,” Trump told Nvidia CEO Jensen Huang during the five-minute call the executive put on speaker on stage at a conference Monday in Los Angeles. “The robots are not going to be taking over the world. That’s not going to happen.” He later posted on his Truth Social platform: “The AI Hoax being perpetrated by the Radical Left Dumocrats is reminiscent of their Global Warming Scam of not so long ago, where everyone was going to die from extreme heat. What happened? MAKE AMERICA GREAT AGAIN!!!” Three-quarters of Americans are now opposed to data centers in their backyards, according to Heatmap Pro’s poll from last month. But Trump has recently bucked with some populist positions on technology that have cross-partisan appeal. While law-and-order Republicans in red states are now turning against the Flock cameras that watch for petty crime, Trump defended the technology in a recent Air Force One chat with reporters. “Trump deserves more respect for his anti-slopulist instincts,” Peter Meijer, a former Republican member of Congress who voted to impeach Trump during his previous administration, wrote in a post on X.
Nvidia’s emissions, meanwhile, appear to be soaring. A new Greenpeace analysis of Nvidia’s own climate reports by the pro-renewables analyst Ketan Joshi found that emissions relating to the supply chain for chip manufacturing soared by 725% since 2020, adding nearly 10 million metric tons of carbon dioxide to the atmosphere.

You wouldn’t believe some of the conditions I have heard placed on owners of hydroelectric dams seeking to relicense major clean power projects. There are obvious demands from regulators for things like new infrastructure to help migrating fish pass down a river. Then there are the less obvious, such as building an amphitheater for Boy Scouts or paving new roads far from a dam or its water source. In what the trade group called a first-of-its-kind analysis, the National Hydropower Association reviewed more than 5,000 mandatory conditions across 4,819 licensing documents filed between 1980 and 2026 in 46 states. Dam owners would need to agree to the legally binding requirements, imposed by either state or federal agencies, before a final operating license could be issued. Compared to earlier licenses, hydropower plants today “carry roughly 10 times as many mandatory conditions,” the trade association wrote in its report. “To make matters worse, many conditions are unrelated to energy production and are essentially ‘wish list’ items that hydropower producers are asked to fund, ranging from road construction unrelated to the projects to building fish passage far beyond where the fish actually are (or even could be),” the organization said. Over the next decade, 348 hydropower permits representing 12 gigawatts of capacity are due for relicensing. Many of those facilities are small, and the trend recently has been for companies to simply surrender their licenses and close up shop rather than make costly renovations.
“I urge anyone who cares about reliable, affordable power to read this groundbreaking study,” Malcolm Woolf, NHA’s top executive, said in a statement. “Hydropower, a superhero of the grid and an American icon of energy production, is at great risk due to a broken regulatory framework. Relicensing an existing hydropower facility often takes decades and costs millions of dollars. If these facilities go away, so does the affordable power they produce, the good jobs they create, and the critical infrastructure and ecosystem care they provide.”
Back in May, I told you that South Korea — arguably the most competent builder of atomic power reactors in the democratic world — was “coming to America’s nuclear rescue.” Last week, we discussed the possibility of Seoul’s state-owned nuclear company building reactors in the U.S. as part of a trade pact with the Trump administration. Now we have a clearer picture of where those negotiations may be going. On Tuesday, The Korea Economic Daily reported that South Korea is seeking a roughly 15% stake in Westinghouse, the maker of America’s flagship nuclear reactor, and a seat on its board as part of any deal with Washington. The move, the newspaper noted, is designed to “turn a U.S. request for Korean capital into a strategic foothold in America’s nuclear buildouts.” Ownership by one of America’s closest East Asian allies would be nothing new for Westinghouse, which was owned in the mid 2000s by the Japanese industrial giant Toshiba. Today Westinghouse is a privately held joint venture between the publicly traded investment behemoth Brookfield Asset Management and the Canadian uranium miner Cameco, but the company filed confidential paperwork to the Securities and Exchange Commission in July as a first step toward going public on the stock market.
The market only appears to be expanding. Global nuclear capacity could more than triple by 2060, according to this week’s latest forecast from the International Atomic Energy Agency, the United Nations affiliate that oversees nuclear technologies worldwide.
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Spend a few minutes scrolling through a comedy fan’s TikTok stream and you’ll find skits playing to the same memetic trope, an anthropomorphized caricature of an incompetent, mistake-prone AI agent guzzling and spilling lots of water. It’s no wonder the joke has already become hack. More than three-quarters of Americans are at least somewhat concerned about the environmental impact of AI, and half are extremely or very concerned, according to data from the latest annual poll from the University of Chicago’s Energy Policy Institute and the AP-NORC Center for Public Affairs Research. In every case, self-identified Democrats are more concerned about environmental issues than Republicans. While 40% of Democrats expressed concern over the environmental impacts of cryptocurrency, just 18% of Republicans said the same. With meat, the ration is 42% to 21%. With air travel, it's Democrats at 38% and Republicans at 17%. But interests converge slightly more on data centers, with 65% of Democrats and 42% Republicans extremely or very concerned about the environmental impacts of AI.
In theory, the late 20th century liberalization of America’s electricity markets should have put a premium on transmission companies building new arteries in the system. In practice, the high cost and grave risk of taking on dozens, sometimes droves, of landowners for right of way to build a power line that stretches hundreds of miles across multiple regional grids makes the task almost impossible, particularly in markets where a power company can’t offset the cost of new lines with other sources of revenue such as generation or power sales. A new report by the Center for Public Enterprise has concluded that “only the federal government can intervene to sew together this national macrogrid by bridging the jurisdictional divides between utilities and regions, instituting planning pipelines with access to finance and cost recovery, and fixing interconnection procedures.” As of yet, that looks unlikely beyond the increased focus on regional planning under the Federal Energy Regulatory Commission’s Order 1920. The rule is facing legal challenges that aren’t expected to be resolved until next year, according to Ari Peskoe, director of Harvard Law School’s Electricity Law Initiative.
When I visited Commonwealth Fusion Systems’ headquarters in Massachusetts earlier this summer, I saw how much progress the company had made toward building what could be the world’s first power-producing fusion reactor, called SPARC. To work, the interior of the torus-shaped, doughnut-like reactor needs to be very cold so magnets can pick up on the contrast in temperatures with the extremely hot plasma fusing together. That’s where the cryogenics come in. The facility’s cryogenics equipment is now up and running, the company said on Wednesday, marking yet another milestone toward next year’s anticipated start up. “That temperature, a few degrees above absolute zero, is what’ll enable our magnets to bottle up a superhot cloud of charged particles called a plasma so fusion can occur,” Adam Weiner, the director of cryogenics at Commonwealth Fusion Systems, said in a statement.
Rob talks with climate and data expert Hannah Ritchie about her new platform, U.S. Energy Data.
America has some of the world’s best data about its own internal energy, industrial economy, and carbon emissions. That’s thanks to a federal agency called the U.S. Energy Information Administration, which painstakingly collects and updates the data every week.
But EIA data can be hard to access — and even harder to share and understand. A new project aims to change that. U.S. Energy Data takes federal energy data and repackages it, helping amateurs and experts understand the power grid, liquid fuels, and more. It is now the easiest way to make and share charts with federal energy data.
On this episode of Shift Key, Rob is joined by Hannah Ritchie, a data scientist and writer who advised and prototyped US Energy Data. She is also the author of Not the End of the World and Clearing the Air, as well as a senior researcher at the University of Oxford and the deputy editor at Our World in Data. Rob and Hannah discuss how the platform came together, what makes it such a valuable resource, and what we can learn from it about the state of the energy transition.
Shift Key is hosted by Robinson Meyer, the founding executive editor of Heatmap News.
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Here is an excerpt from their conversation:
Robinson Meyer: One thing that I so appreciate about your work, incluidng two books about climate change and Our World in Data, is that it is grounded, as it says in the title, in data. And that means that unlike those of us who are maybe in the news cycle every day and following the vagaries of policy moving one way and then moving the other way, having a framework through which to understand the world, I think a data-driven framework especially, means that you can update more slowly. And at least when you update your worldview, it’s grounded in a change which is surprising you or important, or that’s standing out, you know, in the real world, and not just in the kind of discursive or political world that we tend to cover.
At the risk of asking a very large question, how are you feeling about global decarbonization at the moment? As someone who works in the data, who looks at the data, what do you think hasn’t been noticed at the moment? I have a candidate here, but I’m curious what you think as well.
Hannah Ritchie: I think that in terms of global decarbonization, I’m still pretty optimistic. And I think one of the key distinctions there, I think when it comes to these discussions, we do naturally focus on the U.S.. And I think decarbonization in the U.S. has gone slowly, and too slowly, and has faced setbacks. And I think there is the temptation to extrapolate that view and say, well, the world is not doing well on decarbonization. And I don’t think that’s correct. I think, to not be too much of a centrist on this, we’re not going as fast as I would like, or what we frame as what we should need to be. But I do actually think that things are moving pretty quickly and accelerating in other parts of the world.
And I think the challenge there is, I think people are not saying that, yes, China is moving very quickly on this. But a key point there is, if you look at other countries, low- and middle-income countries across Latin America or Sub-Saharan Africa or Asia, many of those countries are also moving fast. And I think that’s underappreciated. And I think they’re moving fast because the energy transition and electrification and decarbonization just increasingly makes economic sense to do so.
So I guess the trade-off between increasing energy services for people — for which, in many low- and middle-income countries, that’s just a core part of development. And a key priority is no longer incompatible with also doing that in a relatively low-carbon way, and I think that’s a really key, underappreciated point, and you start to see that in these annual updates of what happened in the last year, and I think you miss it if you’re only looking at, you know, the headline from yesterday and the headline from today.
You can find a full transcript of the episode here.
Mentioned:
Previously on Shift Key: Daniel Palken of Arnold Ventures joined us to discuss permitting reform
This episode of Shift Key is sponsored by …
RE+ 26 is the largest clean energy event in North America, happening November 16th through 19th at the Las Vegas Convention Center. Register at re-plus.com and use code SHIFTKEY20 to save 20% off a Full Conference pass.
Music for Shift Key is by Adam Kromelow.