You’re out of free articles.
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:
What happens to the grid when the sun goes away?

Early April is typically a kind of goldilocks moment for solar power. Days are getting longer but the weather is still mild, meaning that higher solar power generation isn’t entirely eaten up by increased demand due to air conditioning.
But that all depends on the sun actually shining.
Monday’s solar eclipse took a big chunk of power off the grid. Since 2017’s eclipse, solar power generation has increased substantially, both locally (think rooftops) and at utility scale (think massive fields of solar panels). In 2017, the U.S. had around 35 gigawatts of utility-scale solar capacity, a figure that had increased to an estimated 95 gigawatts by the end of 2023.
While total solar eclipses are rare (the next one to hit the lower 48 isn’t expected until 2044), the challenges they present to grid operators may be part of the new normal. With vastly expanded renewable energy generation comes a greater degree of unpredictability, as a growing a portion of the generation fleet can drop off the grid due to weather and climate conditions — like, say, clouds of smoke from a wildfire — that cannot be precisely predicted by 17th century science.
Grid operators were confident they’d be able to manage through the eclipse without any reliability issues, and what actually transpired mostly confirmed their forecasts. In Texas, solar power production shrunk from around 13.5 gigawatts at noon, making up 27% of the grid’s electricity supply, to a mere 0.8 gigawatts at 1:30 p.m. Things did not go as well for the Midcontinent Independent System Operator, however, which includes a swath of the middle of the country from Minnesota to Indiana to Louisiana. Solar output was estimated to drop from around 4 gigawatts at 1 p.m. Central time to 2 gigawatts an hour later, according to Grid Status. Instead, output dropped to around 300 megawatts, causing real-time prices for power on the grid to spike.

Overall, the U.S. Energy Information Administration estimated that some 6,500 megawatts of solar generation capacity would be fully obscured during the eclipse, which would “partially block sunlight to facilities with a combined 84.8 GW of capacity in an even larger swath of the United States around peak solar generating time.” Some 40 gigawatts may have come off the grid, enough power for about 28 million homes, according to a release from Solcast, a solar forecasting company.
By comparison, during the 2017 eclipse, solar power loss at its peak was between 4 and 6.5 gigawatts and the total loss of power was around 11 gigawatts, according to the National Renewable Energy Laboratory.
In states like Texas, the main effect was on utility-scale production of solar, but in the Northeast and parts of the mid-Atlantic and Midwest, there was also a related problem: Behind-the-meter solar fell off, too, thus requiring the homes and businesses that generate power for themselves in the middle of the day to get more power from the grid, increasing demand on the grid at a time of low supply.
New England has seen immense growth in rooftop solar, and solar production was expected to fall by “thousands” of megawatts, according to ISO New England, while the New York Independent System Operators expected to lose 700 megawatts of behind the meter solar.
During the 2017 eclipse, the National Renewable Energy Laboratory found that “the burden of compensating for the lost energy from solar generators fell to the thermal fleet,” i.e. natural gas, along with some increases in coal and hydropower production.
Since then, the coal fleet has shrunk, thus putting more of the burden of responding to Monday’s eclipse onto gas and hydro, but the basic logic still applies. “Grid operators are expected to rely on natural gas to ensure stability and meet the household demand spike across national grids, as was done during the previous eclipse in 2023 in California and Texas,” according to Solcast. As the sun was dimming in Texas, natural gas generation rose from 18.7 gigawatts to 27.5 gigawatts.
Something else that’s changed since 2017: batteries. By the end of 2023, Texas had installed 5.6 gigawatts of grid storage, most of it providing so-called “ancillary services,” power sources that can respond quickly to immediate needs. ERCOT, the electricity market that covers most of Texas, said in a presentation back in February that it would rely on these ancillary tools to get through the eclipse, and once again, it was right. Power from batteries on the grid got up 1.4 gigawatts during the eclipse.
Editor’s note: This story has been updated to reflect the actual effects of the eclipse on U.S. power generation.
Log in
To continue reading, log in to your account.
Create a Free Account
To unlock more free articles, please create a free account.
Current conditions: A bomb cyclone is headed up the East Coast, bringing more cold air and possible blizzard conditions to the Northeast, especially New England • Even Tampa Bay, where so-called snowbirds from the Northeast go to winter, could see snow by the end of this week • A storm system named Kristin is on track to bring thunderstorms, strong winds, and hail to Greece.

Sales of electric vehicles in Europe surged 30% to a record high last year, with battery-powered models outselling gas-burning cars for the first time last month, the Financial Times reported. The increase came despite a 38% drop in Tesla’s annual sales on the continent as Chinese rival BYD zoomed past Elon Musk’s automaker. Electric vehicles now account for 17% of EU car sales, up from 14% in 2024.
Tesla, meanwhile, is shifting gears. During a quarterly earnings call Wednesday evening, Musk announced plans to end production of the Model S sedan, its first fully original car design, and Model X SUV. “It’s time to basically bring the Model S and X programs to an end with an honorable discharge, because we’re really moving into a future that is based on autonomy,” he said. “So if you’re interested in buying a Model S and X, now would be the time to order it.” He said he would continue offering support for the existing models “for as long as people have the vehicles.” The big seller in the quarter, however, wasn’t any car at all. The company sold a record number of its utility-scale Megapack batteries. In a shareholder deck, the company told investors it had “achieved our highest quarterly energy storage deployments, driven by record Megapack deployments.” That brought revenue from the energy sector up 27% from 2024 to $12.8 billion.
The Department of Energy has overhauled a set of nuclear safety rules and shared them with companies it’s regulating without making the changes public. Citing leaked documents, NPR reported Wednesday that the agency had cut more than 750 pages from earlier versions of the rules, “leaving only about one-third of the number of pages in the original documents.” The changes include loosening rules on monitoring radiation leaks in groundwater and raising the threshold for an accident investigation. When I asked Emmet Penney, a nuclear historian and a senior fellow at the right-leaning Foundation for American Innovation, what he made of the report, he said the cuts eliminated a number of dubiously useful rules, including reducing how much security is required at nuclear stations, and praised Secretary of Energy Chris Wright. “Reducing costs burdens like unnecessary security for test reactors is a smart move from the DOE, as is clarifying vague radiation standards,” he told me. “These changes demonstrate Secretary Wright’s seriousness when it comes to catalyzing the nuclear renaissance.”
Also on Wednesday, the Energy Department announced a new initiative asking states to express interest in hosting “Nuclear Lifecycle Innovation Campuses,” where companies across the nuclear fuel cycle could set up shop, including recycling used fuel.
Electric and gas utilities requested almost $31 billion worth of rate increases last year, according to a new analysis by the energy policy nonprofit PowerLines. That compares to $15 billion in 2024. “In case you haven’t already done the math: That’s more than double what utilities asked for just a year earlier,” Heatmap’s Matthew Zeitlin wrote. Electricity prices went up by 6.7% in the past year, outpacing the 2.7% increase for prices overall. That makes power prices 37% more expensive than just five years ago. “These increases, a lot of them have not actually hit people's wallets yet,” PowerLines executive director Charles Hua told a group of reporters Wednesday afternoon. “So that shows that in 2026, the utility bills are likely to continue to rise, barring some major, sweeping action.” Those could affect some 81 million consumers, he said.
Sign up to receive Heatmap AM in your inbox every morning:
Drax built its business off a loophole in carbon accounting. Under the international rules on how to quantify emissions, the carbon from losing a tree is counted in the country where it’s felled. That meant chopping down old-growth trees in forests in the American South and shipping the vitamin-sized wood pellets to England to burn in a power plant counted as low-carbon energy in the United Kingdom — even if the power plant had to burn twice as much wood to equal the energy from coal. At long last, European and American policymakers are waking up to the realities of the wood pellet energy industry. Enviva, a major wood pellet producer, went bankrupt in 2024. Drax, meanwhile, has been losing green-energy subsidies in its native U.K. Now the company is facing the potential loss of the new biggest market for its wood pellets. Japan, compensating for the nuclear reactors still sitting idle 15 years after the Fukushima disaster, is set to soon surpass the U.K. as the world’s largest pellet importer market. But Japanese policymakers are now considering pulling support for all projects over 10 megawatts. “The real intention is quite simple: no new government support, phasing out. We don’t see any clear path of bringing down costs in the foreseeable future,” one government official told the Financial Times. “Existing projects might survive but no new projects are coming.”
New York City’s Department of Consumer and Worker Protection filed a lawsuit late last week against Radiant Solar and its owner, William James Bushell, demanding $18 million in restitution and about $1.7 million in penalties for damaging New Yorkers’ homes and leaving the customers across the city in debt. It’s the largest sum the city has ever sought from a home improvement contractor. The city argued that Radiant, as The New York Times put it, “engaged in a dizzying array of mechanical and monetary malfeasance for years.” That included padding loans with undisclosed “dealer fees,” signing customers up for large loans they didn't ask for, failing to file paperwork for customers to receive tax credits, and neglecting city approval processes. The company even allegedly ran a bogus sweepstakes for a new Tesla.
Redwood Materials’ big transformation is bringing in the money. Amid a two-year slump in lithium prices, the battery recycling startup announced the launch of a new venture last summer to provide grid-scale storage from restored battery packs. Yesterday, as Heatmap’s Katie Brigham wrote, “it’s clear just how much that bet has paid off.” The company raised a $425 million round of Series E funding for the new venture, called Redwood Energy. The money came from such investors as Google and Nvidia’s venture capital arms
A new PowerLines report puts the total requested increases at $31 billion — more than double the number from 2024.
Utilities asked regulators for permission to extract a lot more money from ratepayers last year.
Electric and gas utilities requested almost $31 billion worth of rate increases in 2025, according to an analysis by the energy policy nonprofit PowerLines released Thursday morning, compared to $15 billion worth of rate increases in 2024. In case you haven’t already done the math: That’s more than double what utilities asked for just a year earlier.
Utilities go to state regulators with its spending and investment plans, and those regulators decide how much of a return the utility is allowed to glean from its ratepayers on those investments. (Costs for fuel — like natural gas for a power plant — are typically passed through to customers without utilities earning a profit.) Just because a utility requests a certain level of spending does not mean that regulators will approve it. But the volume and magnitude of the increases likely means that many ratepayers will see higher bills in the coming year.
“These increases, a lot of them have not actually hit people's wallets yet,” PowerLines executive director Charles Hua told a group of reporters Wednesday afternoon. “So that shows that in 2026, the utility bills are likely to continue to rise, barring some major, sweeping action.” Those could affect some 81 million consumers, he said.
Electricity prices have gone up 6.7% in the past year, according to the Bureau of Labor Statistics, outpacing overall prices, which have risen 2.7%. Electricity is 37% more expensive today than it was just five years ago, a trend researchers have attributed to geographically specific factors such as costs arising from wildfires attributed to faulty utility equipment, as well as rising costs for maintaining and building out the grid itself.
These rising costs have become increasingly politically contentious, with state and local politicians using electricity markets and utilities as punching bags. Newly elected New Jersey Governor Mikie Sherrill’s first two actions in office, for instance, were both aimed at effecting a rate freeze proposal that was at the center of her campaign.
But some of the biggest rate increase requests from last year were not in the markets best known for high and rising prices: the Northeast and California. The Florida utility Florida Power and Light received permission from state regulators for $7 billion worth of rate increases, the largest such increase among the group PowerLines tracked. That figure was negotiated down from about $10 billion.
The PowerLines data is telling many consumers something they already know. Electricity is getting more expensive, and they’re not happy about it.
“In a moment where affordability concerns and pocketbook concerns remain top of mind for American consumers, electricity and gas are the two fastest drivers,” Hua said. “That is creating this sense of public and consumer frustration that we're seeing.”
The battery recycling company announced a $425 million Series E round after pivoting to power data centers.
Amidst a two year-long slump in lithium prices, the Nevada-based battery recycling company Redwood Materials announced last summer that it had begun a new venture focused on grid-scale energy storage. Today, it’s clear just how much that bet has paid off.
The company announced a $425 million round of Series E funding for the new venture, known as Redwood Energy. That came from some big names in artificial intelligence, including Google and Nvidia’s venture capital arm, NVentures. This marks the final close of the funding round, increasing the total from $350 million announced in October.
Redwood Energy adapts the company’s original mission — breaking down spent batteries to recover, refine, and resell critical minerals — to suit the data center revolution. Instead of merely extracting battery materials, the company can now also repurpose electric vehicle batteries that still have some life left in them as energy storage solutions for AI data centers, allowing Redwood to get value from the battery throughout its lifecycle.
“Regardless of where lithium prices are, if we can put [a lithium-ion battery] in a large-scale energy storage system, it can have a lot more value before we break it down into critical materials,” Claire McConnell, Redwood’s new VP of business development for energy storage, told me.
Over the past 12 to 18 months, she explained that the company had started to receive more and more used electric vehicle battery packs “in better condition than we initially anticipated.” Given the substantial electricity load growth underway, McConnell said the company saw it as “perfect moment” to “develop something that could be really unique for that market.”
At the time of Redwood Energy’s launch last June, the company announced that it had stockpiled over a gigawatt-hour of used EV batteries, with an additional 5 gigawatt-hours expected over the following year. Its first microgrid pilot is already live and generating revenue in Sparks, Nevada, operating in partnership with the data center owner and operator Crusoe Energy. That project is off-grid, supplying solar-generated electricity directly to Crusoe’s data center. Future projects could be grid-connected though, storing energy when prices are low and dispatching it when there are spikes in demand.
The company also isn’t limiting itself to used battery packs, McConnell told me. Plenty of manufacturers, she said, are sitting on a surplus of new batteries that they’re willing to offload to Redwood. The potential reasons for that glut are easy to see: already-slower-than-expected EV adoption compounded by Trump’s rollback of incentives has left many automakers with lower than projected EV sales. And even in the best of times, automakers routinely retool their product lines, which could leave them with excess inventory from an older model.
While McConnell wouldn’t reveal what percent of packs are new, she did tell me they make up a “pretty meaningful percentage of our inventory right now,” pointing to a recently announced partnership with General Motors meant to accelerate deployment of both new and used battery packs for energy storage.
While Redwood isn’t abandoning its battery recycling roots, this shift in priorities toward data center energy storage comes after a tough few years for the battery recycling sector overall. By last June, lithium prices had fallen precipitously from their record highs in 2022, making mineral recycling far less competitive. Then came Trump’s cuts to consumer electric vehicle incentives, further weakening demand. On top of that, the rise of lithium-iron phosphate batteries — which now dominate the battery storage sector and are increasingly common in EVs — have reduced the need for nickel and cobalt in particular, as they’re not a part of this cheaper battery chemistry.
All this helped create the conditions for the bankruptcy of one of Redwood’s main competitors, Li-Cycle, in May 2025. The company went public via a SPAC merger in 2021, aiming to commercialize its proprietary technique for shredding whole lithium-ion battery packs at once. But it ultimately couldn’t secure the funds to finish building out its recycling hub in Rochester, New York, and it was acquired by the commodities trading and mining company Glencore last summer.
“We started really early, and in a way we started Redwood almost too early,” JB Straubel, Redwood’s founder and Tesla’s co-founder, told TechCrunch last summer. He was alluding to the fact that in 2017, when Redwood was founded, there just weren’t that many aging EVs on the road — nor are there yet today. So while an influx of used EV batteries is eventually expected, slower than anticipated EV adoption means there just may not be enough supply yet to sustain a company like Redwood on that business model alone.
In the meantime, Redwood has also worked to recycle and refine critical minerals from battery manufacturing scrap and used lithium-ion from consumer electronics. Partnerships with automakers such as Toyota, Volkswagen, and General Motors, as well as global battery manufacturer Panasonic, have helped bolster both its EV battery recycling business and new storage endeavor. The goal of building a domestic supply chain for battery materials such as lithium, nickel, cobalt, and copper also remains as bipartisan as ever, meaning Redwood certainly isn’t dropping the recycling and refining arm of its business, even as it shifts focus toward energy storage.
For instance, it’s also still working on the buildout of a recycling and battery component production facility in Charleston, South Carolina. While three years ago the company announced that this plant would eventually produce over 100 gigawatt-hours of cathode and anode battery components annually, operations on this front appear to be delayed. When Redwood announced that recycling and refining operations had begun in Charleston late last year, it made no mention of when battery component production would start up.
It’s possible that this could be taking a backburner to the company’s big plans to expand its storage business. While the initial Crusoe facility offers 63 megawatt-hours of battery energy storage, McConnell told me that Redwood is now working on projects “in the hundreds of megawatt-hours, looking to gigawatt-hour scale” that it hopes to announce soon.
The market potential is larger than any of us might realize. Over the next five or so years, McConnell said, “We expect that repurposed electric vehicle battery packs could make up 50% of the energy storage market.”