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On a second nuclear revival, a new fusion startup, and Africa’s solar boom

Current conditions: A large dust storm blew over the Phoenix area, causing damage and airport delays • Typhoon Kajiki made landfall in central Vietnam, leaving at least four dead in flooding as heavy rains deluged Laos and parts of Thailand • Florida faces increased risk of flooding as tropical thunderstorms gather over the Gulf of Mexico.
The Federal Emergency Management Agency suspended nearly 40 employees on Tuesday who signed a letter to Congress warning that the Trump administration’s cuts had damaged the nation’s ability to respond to extreme weather disasters. Of the 182 FEMA staffers who signed the letter, 36 attached their names. Those that did received emails Tuesday night saying they had been placed on paid administrative leave “effective immediately, and continuing until further notice,” according to The New York Times.
The letter, sent Monday, came days before the 20th anniversary of Hurricane Katrina. In it, staffers slammed President Donald Trump’s proposal to dramatically downsize FEMA, shifting more responsibility and cost for disaster response to the states. “Our shared commitment to our country, our oaths of office and our mission of helping people before, during and after disasters compel us to warn Congress and the American people of the cascading effects of decisions made by the current administration,” the agency employees wrote.
Last month, the Nuclear Regulatory Commission gave the green light to restart a permanently shuttered nuclear plant for the first time in U.S. history, with plans to bring the Palisades atomic station in Michigan back online later this year. Now the Federal Energy Regulatory Commission has started the process to restart a second nuclear plant, the Duane Arnold station. The agency approved a waiver request on Monday that will allow utility NextEra Energy to restart the single-reactor nuclear plant in Iowa by the end of 2029.
NextEra closed down the plant in 2020 amid mounting financial challenges for the nuclear facility. But surging electricity demand and a newfound societal appreciation of the 24-hour, zero-carbon power atomic energy produces has put a new premium on keeping existing plants running, particularly given the high costs and long timelines associated with building new reactors. Last year, Microsoft agreed to spend $16 billion to reopen the idled reactor at the Three Mile Island plant in Pennsylvania to power its data centers. As Heatmap’s Matthew Zeitlin wrote at the time of the deal, “The days of nuclear power plants shuttering not because of old age, safety concerns, or local opposition, but because of the economics of subsidized wind and solar and cheap natural gas, are likely over.” On Monday, the Palisades plant officially transitioned from decommissioning status back to operations status.
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Yet another startup is joining the race to develop power plants with nuclear fusion. Launched Wednesday morning, Inertia Enterprises aims to commercialize the technology that led to the breakthrough at the Lawrence Livermore National Laboratory in December 2022, when humanity successfully generated more energy from fusion than it took to ignite the reaction for the first time. While the vast majority of public funding into fusion energy research had gone into magnetic fusion, which depends on large doughnut-shaped tokamak reactors, the breakthrough came through inertial fusion, using lasers.
The company — founded by fusion scientist Andrea Kritcher, fusion power plant designer Mike Dunne, and tech entrepreneur Jeff Lawson — aims “to take the most direct, scientifically-proven path from what is working today at LLNL to commercial energy,” according to a press release. To do so, the company is developing “a new generation of mass-produced, low cost lasers and fuel targets that leverage the groundbreaking scientific result of fusion ignition,” and has licensed nearly 200 patents. “The goal of delivering limitless fusion energy has attracted tens of billions of dollars in government investment and decades of research, culminating in the achievement of ignition just a couple of years ago,” Lawson, who will serve as Inertia’s chief executive, said in a statement. “Standing on the shoulders of giants, we see a clear path from big science to commercial energy by scaling up the industrial base to the scale needed for laser inertial fusion.”.
Bill Gates-backed nuclear startup TerraPower signed an agreement with the Utah government on Monday to develop a potential atomic energy station using the company’s fourth-generation sodium-cooled reactor. As part of the deal, TerraPower will work with the Utah Office of Energy Development as part of Republican Governor Spencer Cox’s “Operation Gigawatt” program to build out transmission capacity and invest in clean-firm electricity sources such as nuclear power and geothermal energy. “Today marks an important step forward for energy in Utah,” Cox said in a statement. “Operation Gigawatt is about adding capacity from diverse sources — nuclear, natural gas, geothermal and more — so families and businesses have power that is affordable, reliable and clean.”
The move comes months after rival nuclear developer Holtec International inked a deal with the Utah government to establish a manufacturing and worker-training hub for its buildout of small modular reactors across the Mountain West in the Beehive State.

Over the past 12 months, Africa’s imports of Chinese solar panels soared 60%, to more than 15 gigawatts, according to a report released Tuesday by the clean energy research firm Ember. In that same time period, 20 countries on the continent set new records for solar imports. If installed, the panels could radically upend power generation in some countries. Sierra Leone could generate volumes of electricity equivalent to 61% of its total output in 2023 just from the panels imported in the past year.

“The take-off of solar in Africa is a pivotal moment,” Dave Jones, the chief analyst at Ember, said in a statement. “This report is a call to action, urging stronger research, analysis and reporting on solar’s rise — to ensure the world’s cheapest electricity source, fulfills its vast potential to transform the African continent.”
A team of astronomers detected for the first time a growing planet outside our solar system, embedded in a cleared gap of multi-ringed dust and gas. “Dozens of theory papers have been written about these observed disk gaps being caused by protoplanets, but no one’s ever found a definitive one until today,” Laird Close, professor of astronomy at the University of Arizona, said in a press release. He called the discovery a “big deal” because the absence of planet discoveries in places where they should be has prompted many in the scientific community to invoke alternative explanations for the ring-and-gap pattern found in many protoplanetary disks.
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On offshore mining, New Jersey’s offshore wind, and China’s oil breakthrough
Current conditions: Severe thunderstorms are pummeling the Mississippi Valley, particularly in Arkansas • Heavy rain has deluged much of the Somali capital of Mogadishu • Temperatures in the northern Indian state of Uttar Pradesh are reaching 110 degrees Fahrenheit.

Let’s, for a moment, recast The Simpsons’ role in nuclear energy discourse. Rather than fearmongering with a pseudoscientific depiction of fission energy, imagine if that sign in the scene from the opening credits that reads “days without an accident” instead tracked how long it’s been since the United States started work on building newer, sleeker, and more efficient reactors. Until last week, the sign would have clocked 4,539 days — 13 years since construction began on the AP1000 reactor known as Plant Vogtle’s Unit 4. But last Friday, the next-generation reactor startup Kairos Power broke ground on its demonstration plant in Tennessee. Then this week, the Bill Gates-founded reactor company TerraPower started construction on its debut power plant in Wyoming. “This isn’t a test reactor,” Chris Levesque, president and chief executive of TerraPower, told The Wall Street Journal. “This is a grid-scale nuclear reactor that will be built in 42 months.” While there’s plenty of ambition to build more reactors in the U.S., the country has a very, very long way to go to even catch up with China’s actual construction output.
California won’t be the site of any new plants anytime soon, at least until the state lifts its legislative ban on building new reactors. But keeping the state’s last operating nuclear station, Diablo Canyon, running from 2030 to 2045 could offer net savings of capital and operating costs totaling more than $7.6 billion, or more than $500 million per year of continued operations, according to a new analysis by the Massachusetts Institute of Technology’s Center for Energy and Environmental Policy Research. The savings “more than double when calculated relative to the current portfolio of alternatives mandated” in a state bill that lays out the renewable energy options for meeting Sacramento’s 2045 climate goals. “In that case,” the report states, “the total present value of savings for extending the life of” the plant “exceeds $20 billion, or more than $1.3 billion per year.”
If the Trump administration achieves its goal of siring a nuclear renaissance, we’re going to need a lot more reactor fuel than we currently have available. Much of that supply has come in recent years from Russia, but a U.S. law will fully ban imports in 2028. Both the Biden and Trump administrations have lavished funding on fuel enrichers. But on Thursday, the Department of Energy tapped a new tool: the Defense Production Act, the once-obscure Korean War-era statute that gives the federal government more powers to direct manufacturing. Under a newly launched Nuclear Fuel Cycle Consortium, the agency assembled representatives of more than 90 companies in the nuclear industrial base to “address all facets of the nuclear fuel supply chain including milling, conversion, enrichment, deconversion, fabrication, recycling, and reprocessing.” The Energy Department also kicked off a campaign it’s calling “Nuclear Dominance — 3 by 33.” The program aims by 2033 to “catalyze a secure and cost competitive domestic fuel supply chain,” speed up deployment of advanced reactors and reprocessing facilities, and find ways to use the DPA to speed up the buildout.
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The Department of the Interior is creating a new office called the Marine Minerals Administration to manage oil drilling and seabed mining in America’s territorial waters. The new office, formed by reunifying two offices that had been split up after the 2010 Deepwater Horizon oil spill, threatens to weaken the environmental oversight of both the traditional oil and gas industry and the emerging mining sector. The move is “worrisome because it has the potential of bringing things back where they were, where there was this inherent conflict of interest between promotion of offshore oil and gas, and oversight safety,” Donald Boesch, emeritus professor at the University of Maryland Center for Environmental Science, told The New York Times. On Wednesday, Secretary of the Interior Doug Burgum said “these unification efforts will streamline bureaucracy.”
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The New Jersey Board of Public Utilities has canceled the agreement it reached with PJM Interconnection in 2021 to develop wires and substations needed to send electricity from offshore wind turbines across the state. The board terminated the deal, Heatmap’s Jael Holzman wrote, “because much of New Jersey’s expected offshore wind capacity has either been canceled by developers or indefinitely stalled by President Donald Trump.” Despite soaring electricity prices, “New Jersey is now facing a situation in which there will be no identified, large-scale in-state generation projects under active development that can make use of [the agreement] on the timeline the state and PJM initially envisioned,” the board wrote in a letter to PJM requesting termination of the agreement. Newly-inaugurated Governor Mikie Sherrill has vowed to build new nuclear capacity in the state. As I wrote earlier this month, New Jersey became the latest state to lift its ban on new atomic energy plants.
Heatmap House kicked off San Francisco Climate Week with a day of conversations and roundtables with leading policymakers, executives, and investors. Two talks in particular are worth highlighting.
China is going all in on hydrogen as Beijing seeks ways to free itself from imported fossil fuels. Now the Dalian Institute of Chemical Physics has announced a facility in Xinjiang to use 1.5 gigawatts of wind power to produce green hydrogen mixed with an engineered material in a slurry bed reactor to transform solid asphalt into synthetic crude oil. If successful, the new process would allow China to import heavy oil and asphalt very cheaply from Central Asia and convert it into crude oil, the technology blogger TP Huang wrote on X, adding: “China is continuing work to turn crap into useful energy source by applying green electricity derivatives in its bid for energy independence.”
Co-founder Mateo Jaramillo described how the startup’s iron-air battery could help address the data center boom — and the energy transition
Well before the introduction of ChatGPT and Claude, Ireland underwent a data center construction boom similar to the one the U.S. is experiencing today.
That makes it a fitting location for Form Energy’s first project outside the U.S. Mateo Jaramillo, the CEO of the long-duration energy storage startup, described Ireland as “a postcard from the future” at Heatmap House, a day of conversations and roundtables with leading policymakers, executives, and investors at San Francisco Climate Week.
In a one-on-one interview with Robinson Meyer, Jaramillo went on to explain the potential of a 100-hour battery, calling it the duration at which you can “functionally replace thermal resources on the grid or compete with them.” Such storage capacity would not only bolster data centers’ power reliability but also speed up the transition from oil and gas to renewables.
Form Energy, which Jaramillo co-founded in 2017, is best known for its iron-air battery that can continuously discharge energy for 100 hours. In February, the startup announced a partnership with Google and the utility Xcel Energy to build the highest-capacity battery in the world, capable of storing 30 gigawatt-hours of energy, as Heatmap’s Katie Brigham reported.
Despite the troublesome state of renewables deployment in the U.S., energy storage firms like Form appear to be doing well, thanks to record load growth. “When we founded the company, we didn’t anticipate the boom of data center demand that we’re currently experiencing,” said Jaramillo. “But we did bet on the overall mega-trend being pretty firmly in place, which is electricity growth.”
In addition to load growth, battery manufacturers are still benefiting from the Inflation Reduction Act’s energy storage tax credits, which survived the deep cuts Republicans made to the signature climate law last summer. Jaramillo noted that customers can still claim a tax credit for purchasing energy systems, while a manufacturing protection credit also remains in place. “We absolutely qualify for both those things,” Jaramillo said. “In fact, 100 hours as a duration is written into the legislative text for the manufacturing [tax credit].”
Though batteries can help accelerate the retirement of natural gas plants by providing firm energy to supplement renewables’ generation, politicians’ fear of load growth seems to have forged a bipartisan consensus supporting batteries. For its part, Form Energy is focused on continuing to drive down the cost of its iron-air battery.
From “where we sit today,” Form Energy is “quite confident that we will hit that roughly $20 a kilowatt-hour cost within a very short period of time,” Jaramillo said.
At San Francisco Climate Week, John Reynolds discussed how the state is juggling wildfire prevention, climate goals, and more.
Blessed with ample sun and wind for renewables but bedeviled by high electricity prices and natural disasters, California encapsulates the promise and peril of the United States’ energy transition.
So it was fitting that Heatmap House, a day of conversations and roundtables with leading policymakers, executives, and investors at San Francisco Climate Week, kicked off with John Reynolds, president of the California Public Utilities Commission.
The CPUC oversees the most-populous state’s utilities and has the power to approve or veto electricity and natural gas rate increases. At Heatmap House, Reynolds — “one of California’'s most important climate policymakers,” as Heatmap’s Robinson Meyer called him — affirmed that affordability has been top of mind as power bills have risen to become a mainstream political issue across the country. California’s electricity prices are the second-highest in the nation, behind only Hawaii, according to the Electricity Price Hub.
“I’d really like to see us drive down the portion of household income that is consumed by energy prices,” Reynolds said in a one-on-one interview with Rob. “That’s a really important metric for making sure that we’re doing our job to deliver a system that’s efficient at meeting customer needs and is able to support the growth of our economy.”
The Golden State’s power premium has been exacerbated by the fallout from multiple wildfires that have devastated various parts of the state in recent years, which have necessitated costly grid upgrades such as undergrounding power lines. California-based utility PG&E has also invested in more futuristic fire solutions such as “vegetation management robots, power pole sensors, advanced fire detection cameras, and autonomous drones, with much of this enhanced by an artificial intelligence-powered analytics platforms,” as Heatmap’s Katie Brigham wrote shortly after last year’s fires in Los Angeles.
Affordability affects not just Californians’ financial wellbeing, but also the state’s ability to decarbonize quickly. “The affordability challenge that we’re seeing in electric and gas service is one that is going to make it more difficult to meet our climate goals as a state,” Reynolds said.
One contentious — and somewhat byzantine — aspect of California’s energy transition is how much of a financial incentive the CPUC should offer for residents to install rooftop solar. Net metering is a billing system that rewards households with solar panels for sending excess generation back to the grid. Three years ago, the CPUC adopted a new standard that substantially lowered the rate at which solar panel users were compensated.
“We had to slow the bleeding,” Reynolds said, referring to the greater financial burden paid by utility customers without solar panels. “The net billing tariff did slow the bleeding, but it didn’t stop it.”
Asked whether he is focused more on electricity rates (the amount a customer pays per kilowatt-hour) or bills (the amount a utility charges a ratepayer), Reynolds said both are important.
“If we can drive down electric rates, we’re going to enable more electrification of transportation and of buildings,” Reynolds said. “It’s really important to look at bills, because that is fundamentally what hits households. People’s wallets are limited by their bills, not by their rates.”