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“She was traumatized by the flood and wasn’t getting a nutrient-rich diet for several weeks.”

Ashwini Khandekar was in her first few months of pregnancy when the flood came. This was July 2021, the peak of the annual monsoon season, when a downpour destroyed more than 300 houses in Ganeshwadi, a village 400 kilometers south of Mumbai in India’s Maharashtra state. Authorities instructed Khandekar and her husband to evacuate, she told me, “but I couldn’t leave my house because all the evacuation centers were full. I had nowhere to go.” Though in the end her home was spared, for the next 15 days, Khandekar lived in constant fear, praying until the waters finally abated.
Four months later, Khandekar went to the doctor for a prenatal checkup. Her child, she learned, showed signs of anencephaly, a condition in which the fetal brain and skull fail to develop normally. Usually, babies born with anencephaly die within a few hours, and most pregnancies end in miscarriage. To cross-check the doctor’s claims, Khandekar visited eight more hospitals. Everyone confirmed the same. “I was heartbroken,” she said.
When a community health-care worker, Kavita Magdum, examined Khandekar’s medical records, she found that Khandekar had suffered from a severe deficiency of iron and folic acid, a known risk factor for anencephaly. This, in turn, pointed back to the storm. “She was traumatized by the flood and wasn’t getting a nutrient-rich diet for several weeks,” Magdum told me. The roads in and out of the village were closed for 20 days, cutting off food supplies. During this time, she ate only cooked rice and wheat flatbread. Sometimes she didn’t eat at all.
By the end of December, a month after she learned of her child’s condition, Khandekar had lost the pregnancy. She was 20 years old at the time.
Though tragic, stories like Khandekar’s are not rare. A research paper published in Nature this year found that from 2010 to 2020, maternal exposure to floods led to an average of 107,888 lost pregnancies per year in low- and middle-income countries, with South Asia reporting the most cases. Lack of access to nutrient-rich foods was one of the causes the researchers identified, along with physical and mental stress, disease, and lack of housing and safe childbirth services.
This year’s monsoon season will begin in June and stretch through September. The Indian Government has forecast above-average rainfall this year, at 106% of the long-term average. In the first two decades of this century, floods impacted 1.5 billion people in Asia, accounting for 93% of the globally affected population. Last year, over 80% of hydrometeorological disasters in Asia were floods and storms.
About 89% of the world’s flood-exposed population resides in low- and middle-income countries that lack adequate health-care facilities. India alone has more than 378 million women of childbearing age, and has experienced an average of 17 yearly flood events in the past two decades. Floods affected more than 218 million people in India from 2015 to 2020, and destroyed crops on nearly 35 million hectares of farmland, leading to rampant food insecurity. During this time, stillbirths in India increased 28.6%.
For women and their children, the risk begins even before a pregnancy occurs. Simran Jamadar was also 20 years old and living in Maharashtra’s tiny Kanwad village when the floods arrived in 2021. “The water was at least four feet in our house at 5 p.m.,” said Jamadar, forcing her to evacuate. Walking through muddy water with her family to the evacuation center 10 kilometers away, she had to tread carefully lest she disturb an unseen snake. After she reached her destination, she spent 12 days crammed in with 6,000 people from 15 villages. Overstressed and underslept, Jamadar found it difficult to eat. On top of everything else, the experience brought up painful memories from just over a year before, when another flood had wiped out her home, along with all its furniture, crucial papers, and six months of food supplies.
Five months later, still grappling with the trauma of the flood, Jamadar became pregnant. At about the seven-month mark, she experienced a sudden and unbearable stomachache and vomited. Sonography reports showed that she had developed an incompetent cervix — a weakened womb unable to hold a baby. Six hours later, Jamadar gave birth. The child was born and “passed away within a day,” Anita Kamble, a community health-care worker from Jamadar’s village, told me.
Kamble spoke to more than 30 community health-care workers from the flood-affected villages and found a similar pattern of stillbirths associated with stress — even when that stress began before the women became pregnant. This squares with other findings from the Nature study, which showed a significant association between pregnancy loss and exposure to floods even six months before conception. A controlled study of 340 women from Sweden who’d been pregnant in the same year found that 54% of those who experienced stress during pregnancy such as depression or anxiety gave birth prematurely.
With flooding, disruptions and their attending stressors can last for months, and sometimes even years. “The trauma was visible on her face,” Kamble said of Jamadar.
“The most important buffer for stressed pregnant women is social support,” Gloria Giarratano, a professor of nursing at Louisiana State University Health Sciences Center, told me. That includes resources to help cope with psychiatric stressors. Giarratano was the lead author of a study of women in New Orleans post-Hurricane Katrina, which found that women without a network of trusted people to rely on were the most likely to become depressed while pregnant. The more support they have, Giarratano told me, the more that risk decreases.
India, however, for its population of 1.3 billion people, has just 9,000 psychiatrists and 1,000 psychologists. In the face of this challenge, community health-care workers like Magdum and Kamble have devised ad hoc solutions.
What India lacks in licensed medical practitioners, it somewhat makes up for in community-based health programs. India has over a million all-women community health-care workers, known as Accredited Social Health Activists, or ASHAs, who make public health care accessible. Appointed for every 1,000 people from the same village, they are responsible for at least 70 health-care tasks, including providing ante- and postnatal care and ensuring that infants and children are vaccinated on time. In the past seven years, they have gone beyond their duty to help pregnant women recover from the trauma caused by floods and other climate disasters.
After Jamadar lost her baby, for instance, Kamble began visiting her every three to four days, asking about her problems and listening patiently to the answers, sometimes for several hours. Often, Jamadar spoke of her fear of floods. Kamble started talking to more women and found that they all needed someone to share their frustration and fears with. “In several villages, even today, women aren’t allowed to talk about their stress,” Kamble told me.
She started organizing informal discussions in the community where women including Jamadar could be free to share their trauma — and where Kamble could monitor their stress levels and nutrition. “I knew I wasn’t alone in this, and listening to others gave me confidence that we could recover together,” Jamadar told me.
In April 2024, Jamadar gave birth to a child, Aiza, without complications. “From the start, we did everything right and made sure Jamadar wasn’t stressed,” Kamble told me proudly.
In addition to listening, Kamble also started making a list of where pregnant women could be evacuated safely in case of another flood. She would then check if these places had essential facilities like access to good-quality drinking water and sanitation. ASHAs also started pre-arranging private vehicle transport for pregnant women in case of emergency.
Through lengthy and careful community engagement, the ASHAs have started to compile lists of women they expect to become pregnant well before they actually are. “Three months before someone decides to conceive, we start providing them with iron and folic acid tablets,” Magdum told me. This has helped her reduce the anemia rate in her village by 50%. “Earlier, people didn’t take it seriously, but now everyone inquires beforehand about the tablets,” she said.
None of this has been easy, especially because many ASHAs themselves are victims of recurring floods and have faced tremendous personal losses. The state doesn’t consider them full-time workers, and pays them only an honorarium based on the number of tasks completed. In India’s wealthiest state, Maharashtra, the average income is just 4,000 to 7,000 Indian Rupees, or $48 to $83, per month, and often the payments are delayed. As a result, many ASHAs are forced to double up as farmworkers to make ends meet.
Despite the challenges, ASHAs keep coming up with solutions. “If we stop working in such stressful times, how will the health-care system survive?” asked Kamble, who handles around 20 pregnancy cases every year and has counseled over 100 pregnant women since 2017. Since ASHAs are unionized, they often meet to discuss best practices and share their experiences. Today, thousands of ASHAs across India are helping women recover emotionally from the trauma caused by climate change.
“ASHA means hope in several Indian languages,” Kamble said, “and I am proud to bring a smile and hope to several women.”
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SoftBank’s error and Nvidia’s scandal suggest data centers may have already peaked as an economic and energy trend.
This is Heatmap Daily, a weekday digest written by our executive editor. Subscribe here.
Covering energy and climate change sometimes means seeing certain stories in a different light than others. And a particularly vivid hue illuminated The Wall Street Journal’s report today that the Japanese conglomerate SoftBank Group is taking a $3.7 billion loss on several gigawatts’ worth of natural gas turbines.
For the Journal, the big news is that SoftBank and its billionaire founder, Masayoshi Son, are failing to capitalize on the artificial intelligence boom. But at Heatmap, we’re thinking about the turbines.
The data center boom and the return of electricity load growth has depleted the world’s supply of natural gas turbines. SoftBank had purchased reservations for about 13 gigawatts of turbines, according to the Journal. That’s a staggering amount of electricity — it could meet New York City’s maximum power draw on the hottest part of a summer’s day. The conglomerate now seems set to dump reservations for about four gigawatts’ worth. Keeping a reservation, it turns out, really is harder than making it.
Most of those rotors were reportedly from GE Vernova, one of the world’s largest producers of gas turbines. GE Vernova’s order list for gas turbines has been filled for nearly two years and the waiting list now stretches into 2031. That has led data center developers, hungry to get power as soon as possible, to reach for ever dirtier forms of electricity generation, including diesel generators and even old jet engines.
On that front, SoftBank’s failure to sell the turbines to a higher bidder suggests (albeit weakly) that demand for energy-producing assets might not be as strong as the AI boom’s backers once thought. SoftBank was already set to send about 9 gigawatts of turbines to the enormous Trump-backed OpenAI data center in Pike County, Ohio. The roughly remaining four gigawatts will be released back their manufacturers. (One thing this news can’t quite tell us, alas, is what type of turbine set-up will be used in the Pike County facility, which will be the world’s largest gas-fired power plant if it is build to completion. Recent public filings have suggested the facility isn’t planning on using any turbines in the more efficient combined-cycle configuration, which would mean the plant’s carbon intensity will be worse than most other new natural gas plants. But we’d love to hear any tips on this front.)
To zoom out for a second, I’m struck by how the AI bubble has been replaced by an AI muddle. As I wrote this, news emerged that Nvidia is preparing to fire its CEO, Jensen Huang, for his affair with a Chinese woman who is alleged to be a spy. (He had at least one more affair with another Nvidia executive, according to The New York Times.) Under Huang’s leadership, Nvidia has invested in a sprawling and sometimes circular network of energy-related companies, including Emerald AI, a startup that helps data centers flex their electricity consumption, and Redwood Materials, a battery recycler and producer led by the former Tesla executive J.B. Straubel. Huang has used Nvidia’s enormous balance sheet to buy down the risk of other AI and AI-related companies, propelling the overall AI trade to become the biggest story in American markets.
Now that balance sheet is in peril: Nvidia’s stock is already down 11% over the past five days, and it has fallen another 8% in after-hours trading since news broke of Huang’s ouster. If the chip designer’s financial network began to fray — or even if the next CEO had a lower risk appetite than Huang — then its demise could impact a much larger set of firms.
Even before the Huang scandal broke, companies at the center of the AI trade were showing signs of weakness. Alphabet, Meta, and Microsoft are all down on the month. Nvidia was already lagging by about 10% on the month before its hebdomas horribilis began, too. The memory and chip makers Micron and Applied Materials are both down more than 25% in about the same period, and GE Vernova and Oklo have fallen nearly 20%. Although the data center company Coreweave rebounded on an earnings beat today, it’s still down 24% on the month and nearly 50% since May.
The market rout isn’t total — Anthropic seems likely to enjoy one of the largest IPOs ever in the next week (although perhaps not with quite as large a valuation as its investors once imagined). And the underlying technology of AI seems to be getting worryingly better all the time. But even though the politics of data centers and AI seem set to dominate the new Washington, I’m wondering if data centers as a mainstream economic trend might have already peaked. Americans voted for a more subdued AI boom in the midterms. Now it seems like they might get it ahead of schedule.
Lunar Energy’s latest AI-powered system aims to integrate EVs into the automated demand response mix.
In theory, it’s straightforward to assemble the smart energy home: Solar panels, home backup batteries, and electric vehicles, plus smart thermostats, heat pumps, and water heaters — all the individual pieces can be had for the homeowner who can afford the up-front cost. The challenge is getting all those pieces to talk to one another.
Bay Area-based Lunar Energy is one of the tech firms that’s been trying to crack this problem. Today, it announced an upgraded version of its artificial intelligence-powered home energy control system, which not only integrates all those separate systems but also responds tactically to energy markets. CEO Kunal Girotra told me Lunar AI saves its users money by monitoring their home 24/7 and making decisions to charge, not to charge, or discharge so that they save the most money.
“Utilities are all moving to almost-real-time changes of rates,” he said. “You need software to handle that for you. I think that the race is on for who has the best AI machine learning algorithms to save the most amount of money. And so far, we seem to have a head start.”
Lunar’s first-generation system focused on generation, storage, and control. In other words, it connected elements like a home’s rooftop solar panels with the backup battery the residents might keep in the garage, using the AI to decide when to meet the home’s real-time energy needs with solar versus grid energy versus stored power. What it didn’t have was the ability to work with electric vehicles to manage charging and use the car’s battery as a bonus source of energy.
To fix this, Lunar has built its own bidirectional EV charger — one that can charge up the battery or discharge the car’s battery for a secondary use, like backing up the home’s power supply. Girotra, formerly the head of Tesla Energy, told me the problem with that functionality to this point has been the connection point between the car and the home electrical system. Carmakers and other companies in the space didn’t have the deep experience with electrical certifications to make the process seamless, he tells me. That led to setups like the original Ford Charge Station Pro, which required several different wall-mounted electrical boxes to connect the F-150 Lightning EV to the home.
Lunar’s charger is built to connect to its customers’ existing home Lunar energy system, which includes a microgrid interconnect device they call Lunar Bridge that islands the home in case of a power outage on the grid. In that way, the power stored in the EV battery is ready to back up the home in case of a blackout without any additional work — or to be optimized as part of a fully smart home that’s making money as part of a virtual power plant.
The company’s setup allows for another fun feature: “slow” charging that’s not slow at all, but actually two or three times as fast as the Level 2 charging most EV owners use to recharge their batteries overnight. Electric cars in the U.S. can typically take on only about 11 kilowatts of AC power from one’s home because of the limitations of their on-board hardware. Because Lunar’s system is fully DC, however, Girotra said the company decided to build a DC home charger, one that — like a Tesla Supercharger or other DC fast chargers out in the world — isn’t limited by that power cap. Lunar said it could use a combination of power from the grid, home solar, or home batteries to charge an EV at up to 25 kilowatts. That’s enough to recharge an EV in three to four hours rather than six to eight.
“If the standards get high, and if everybody sees cars can get charged in three hours, then all of a sudden people are like, ‘Wow, this is how I want it,’” he said. “Especially for 25% of the users who are like me, who always are running low on charge and they don’t mind a boost every now and then.”
Some of the other improvements in the second-gen system are more incremental. An inverter that’s 40% more powerful helps Lunar get its system up to enterprise scale. That’s crucial, as the world moves toward a place where more homes and businesses employ battery backup systems. Lunar’s new batteries come in modular 5 kilowatt-hour blocks ranging from 10 kilowatt-hours to 30 kilowatt-hours in a single unit and scale up to 300 kilowatt-hours for home or small commercial use; there’s also new pad-mounted configurations with capacity up to 1 megawatt-hour.
Batteries, though, are the simple part. Everyone from EV makers like Rivian to utilities like Octopus Energy is racing to make a person’s or a business’s batteries and solar panels and electric cars work for them, using the power of AI to account for moment-to-moment changes in energy prices and supply. Lunar’s new tech makes the case that the most important element is a single brain to integrate every last smart, electrified thing in your house.
The fundraise comes on the heels of a $50 million grant from the Department of Energy.
Almost all lithium-ion batteries on the market rely on graphite for their anodes, more than 90% of which is processed in China. That concentration has created a chokepoint in the Pentagon’s supply chain as the military increasingly turns to batteries to help its transportation network operate more quietly and reduce reliance on complex refueling logistics.
So when Congress passed the latest National Defense Authorization Act at the end of 2025, barring Chinese-linked battery materials from military use starting in 2028, Coreshell saw an opening. While the California-based silicon-anode battery startup had previously focused on automakers as its beachhead customers, it’s now shipping its first battery cells to the military for use on Navy ships and Army ground vehicles. On Wednesday, Coreshell announced a $30 million Series B to scale up manufacturing operations to meet the needs of this growing customer base.
“We’re entering a new stage where we’re no longer, I would say, demand limited,” Coreshell’s CEO Jonathan Tan told me. “This year we’ve had to put on second and third shifts, work nights and weekends, just to get the product out the door.”
Coreshell sets itself apart by going a step further than the NDAA requires. The law doesn’t make suppliers trace battery materials all the way back to the mine, which would be exceedingly difficult given China’s dominance across the battery supply chain. But Coreshell has nevertheless eliminated Chinese sourcing from its anodes by replacing graphite with silicon mined and refined in the U.S. by Ferroglobe, one of its Series A investors.
Ferroglobe and global investment firm Access Industries led the latest round, with defense contractor ADS also joining as a new strategic investor. The financing comes on the heels of a $50 million Department of Energy grant that Coreshell secured in August as part of a program to strengthen the domestic battery supply chain. That funding will support the company’s first commercial-scale facility, a 2-gigawatt-hour factory.
That’s about 20 times the size of the 100-ish-megawatt-hour plant the startup had originally envisioned, as the DOE grant has allowed Coreshell to “expand much further than we were originally expecting,” according to Tan. The company is now evaluating several potential U.S. sites and expects to announce its selection early next year. For now, it relies on unnamed contract manufactures, along with its small pilot line in San Leandro, to produce its cells. But once the gigafactory gets up and running, the startup plans to bring electrode production in house by 2028, followed by full cell assembly in 2029.
Building this plant will ultimately require significant additional capital. But Tan believes this latest vote of confidence from the federal government will help Coreshell to diversify its capital stack as it continues to fundraise. “That’s one of the great things about having such a notable DOE award is that it also allows us to attract multiple forms of capital,” he told me.
Silicon has long been recognized as a promising alternative material for battery anodes, as it can store far more energy than graphite. The catch is that it tends to swell during charging, causing it to break down quickly and ultimately leading to a much shorter cycle life. Coreshell says it’s extended its anode’s lifespan by giving it a proprietary coating, which Tan told me back in April essentially means “painting the inside of your battery” with an ultra-thin protective layer.
Other companies, such as Sila Nanotechnologies and Group14 Technologies, are also working to commercialize silicon anodes. But Coreshell says many of its competitors rely on more highly engineered, expensive forms of silicon, such as silane gas. By contrast, Coreshell uses metallurgical silicon, a cheap, raw commodity already widely used in aluminum alloys. That, Tan argues, gives the company a cost advantage not only over its competitors, but potentially Chinese graphite too.
Coreshell hasn’t yet demonstrated that its cells can meet the performance demands of the automotive industry, however. When the company raised its Series A in early 2025, it said it expected its automotive cells to exceed 1,000 charge cycles while retaining 80% of their original capacity. But Tan told me many defense applications don’t require such demanding performance targets, as Navy ships and ground vehicles are “not intending to have as many miles or missions or use cases on that same battery” as a consumer EV would.
That doesn’t mean the company is abandoning its automotive ambitions. As Tan pointed out, electric vehicles remain by far the largest source of global and domestic battery demand. “It’s natural for us to obviously utilize the security supply chain first,” he told me. “That allowed us to really get to commercialization, revenue, and production faster, because automotive qualification is this longer journey. But ultimately, we want to do both of those and more.”