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On methane emissions, an extreme heat summit, and endangered species

Current conditions: Cyclone Gamane killed at least 18 people in Madagascar • A Saharan dust storm is choking tourist hot spots in the Mediterranean • It’ll be wet and stormy across large parts of California for Easter weekend.
A new study suggests America’s landfills are releasing 40% more methane than what’s being reported. Methane is a potent greenhouse gas responsible for about one-third of global warming since pre-industrial times. It spews from landfills as organic waste breaks down. Most U.S. landfills have to measure their methane emissions, but this new study suggests current monitoring methods – which usually involve sending a worker to check for emissions by walking around the landfill armed with a sensor – are falling short. The research, published in the journal Science, utilized aerial surveys to identify emissions from more than 200 active landfills in 18 states between 2018 and 2022. The researchers detected methane plumes at 52% of the landfills and found most releases went on for months if not years. “If we’re going to hit our climate targets, reductions in methane emissions can’t come from oil and gas alone,” Daniel Cusworth, the study’s lead author and scientist with the non-profit Carbon Mapper, told CNN. “Landfills should be garnering a similar type of attention as oil and gas.”
Starting next week, Ford will begin cutting the workforce at its F-150 Lightning plant in Michigan. Only about 700 of 2,100 workers will remain at the facility. The rest will either be transferred, reassigned, or take a retirement package. Demand for Ford’s electric pickup truck has been “slower than expected,” the company said in January. “The workforce reduction comes as Ford shifts plans from larger EVs to smaller, more affordable ones,” noted Peter Johnson at Electrek, adding that the company faces mounting pressure from competing pickup manufacturers like Tesla, Rivian, and Chevy.
The Biden administration yesterday reinstated regulations in the Endangered Species Act that protect threatened species and their habitats. Under the Trump administration, the regulations were weakened to protect “endangered” but not “threatened” species. The new rules also say agencies can no longer consider economic impacts when deciding whether to list a species as threatened or endangered. “As species face new and daunting challenges, including climate change, degraded and fragmented habitat, invasive species, and wildlife disease, the Endangered Species Act is more important than ever to conserve and recover imperiled species now and for generations to come,” said Martha Williams, director of the U.S. Fish and Wildlife Service.
The first ever Global Summit on Extreme Heat took place yesterday. The virtual event, co-hosted by the International Federation of Red Cross and Red Crescent Societies (IFRC) and the United States Agency for International Development (USAID), aimed to highlight the growing dangers of extreme heat and encourage commitments from governments to develop heat action plans. “At a time when some have grown numb with increasingly familiar headlines about ‘hottest days on record,’ we absolutely need to resolve never to get used to the scale of this problem, never to get used to the threat it poses to human life,” said USAID administrator Samantha Power. The summit ended with the launch of an online Heat Action Hub “where people can share experiences and best practice when it comes to tackling extreme heat.”
In case you missed it: Oregon finalized its right-to-repair law this week. It’s the fourth state to enact Right to Repair rules for consumer electronics, but the new law, SB 1596, is the first in the nation to ban manufacturers from “parts pairing,” a gatekeeping practice in which a device’s software must “pair” with a replacement part in order for that part to work. Banning such practices will make it easier for consumers to fix their devices rather than throw them away. “Electronic waste is growing five times faster than our electronics recycling capacity,” said Nathan Proctor, director of the PIRG Right to Repair Campaign. “We need to cut down the insane cycle of churning through personal electronics — and that starts by empowering repair.” The law will take effect next year.
America's largest banks and asset managers enable substantial greenhouse gas emissions with their investments. If these emissions were to be compared to those of other nations, they would represent the third-largest emitting country in the world, behind China and the U.S.
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Type One Energy and Gauss Fusion have agreed to purchase the company’s isotopes, Heatmap has learned exclusively.
It isn’t every day that an investor sends an unsolicited reach-out to an early-stage startup with no venture funding to its name. But a few years ago, that’s what happened to John Elling, CEO and co-founder of Molten Salt Solutions, a startup producing lithium isotopes for the fusion and fission supply chains. At first he assumed the email from Future Ventures was a scam. But when the investor explained that her firm was looking to derisk its stake in leading fusion company Commonwealth Fusion Systems by securing a supply of the isotope lithium-6 — which is critical to the production of fusion fuel — he figured he should hear her out.
“I’ve been an entrepreneur for 28 years, and it’s the first time I’ve ever had a cold call from a VC,” Elling told me. “So I answer the email and darn if they don’t invest in us.” That initial $3 million seed round came in 2024. And while Molten Salt Solutions doesn’t yet have an official tie-up with Commonwealth, Heatmap can report exclusively that it has signed nonbinding strategic sales agreements with two other fusion startups, Type One Energy and Gauss Fusion.
This isn’t Elling’s first startup rodeo. A former scientist at Los Alamos National Laboratory, he left in 1998 and embarked on a string of ventures to commercialize technologies rooted in the lab’s research. Molten Salt Solutions, which he founded in 2018, also built upon breakthroughs in the lab in pursuit of producing lithium-6 for the fusion industry and lithium-7 for next-generation molten salt fission reactors, where the isotope is a critical component of the reactor’s coolant.
Securing enriched isotopes is a bottleneck for both industries due to the technical challenges, high cost, and limited infrastructure for traditional methods of lithium enrichment. But Elling has managed to woo several national lab alumni and top scientists out of retirement to commercialize what he describes as a highly efficient, cost-effective method of separating and purifying these isotopes. “We have people who retired at the pinnacle of their career at Los Alamos who are gleefully back doing grad student research tasks, washing out test tubes and setting up reactions in the lab,” Elling told me.
The core of Molten Salt Solutions’ separation technology — solvent exchange — is a well-established industrial process that moves lithium ions between a water-based layer and an organic layer. Because lithium-6 ever so slightly favors the organic layer, while lithium-7 prefers the water layer, repeated cycles gradually concentrate the isotopes in their preferred regions. But since lithium-6 makes up only about 7.5% of naturally occurring lithium, the process typically must be repeated thousands of times to enrich the isotope to the desired level. That’s how you end up with enrichment facilities “the size of football fields” Elling explained.
To avoid that, Molten Salt Solutions — which Elling admits isn’t really focused on making molten salts at all these days — is commercializing a technique called high-speed countercurrent chromatography. This approach, which has been largely confined to the lab for decades, uses centrifugal force to rapidly separate the water and organic layers, effectively performing in a single, integrated system what would normally require hundreds of discrete steps. Elling told me that adapting this process for lithium isotopes required gaining a deeper understanding of the device’s physics than had previously been appreciated, allowing his team to redesign the system for its purposes.
If all goes according to plan, Molten Salt Solutions will begin supplying kilograms of lithium isotopes to Type One Energy and Gauss Fusion in 2027, with the goal of scaling to hundreds of tons as the startups conduct larger-scale testing and, ideally, bring their first commercial power plants online in the early- to mid-2030s. But even meeting these two startups’ more near-term research needs will require rapid growth. Molten Salt Solutions is now looking to hire engineers to scale its technology for commercial production and move from its current Sante Fe research facility to a larger space.
Down the road — or perhaps even as a backup plan should a fusion energy industry fail to materialize — the company’s tech could be used for a variety of purposes beyond nuclear energy — namely the production of medical isotopes used for diagnostic imaging. Some fusion companies, such as Shine Technologies and Avalanche Energy, are already incorporating medical isotopes into their revenue strategies as commercial fusion remains a goal for the 2030s and beyond.
But assuming both fusion and next-generation fission reactors do eventually take off, the market opportunity for Molten Salt Solutions’ humble isotopes is enormous, as securing a cheap supply of these materials could materially lower the cost of building reactors. “It's one of those marquee problems that you can work on in your scientific career,” Elling told me. “Because you look down the road and you go, you know, we could actually change the price of energy on the globe.”
Jason Hochman is building an archive of intellectual property from failed direct air capture companies.
The Direct Air Capture industry is contracting. Investment in the technology, which is designed to suck carbon out of the air, has dropped by more than 60% from its peak in 2022. The Trump administration has cancelled tens of millions in federal funding for the tech. Customers are prioritizing other, more affordable climate projects. Dozens of DAC startups that have made important advancements are “running out of runway,” according to Jason Hochman.
Hochman would know. For the past four years, he ran the Direct Air Capture Coalition, an industry association. Now, he’s stepping down from the role of advocate and into the role of entrepreneur, launching his own company in order to preserve DAC startups’ valuable innovations, data, and learnings before they disappear.
“A lot of the progress that they’ve made, a lot of the R&D, a lot of the innovation that has been hard-won over the past several years is at risk of being lost because of this shift in external factors,” Hochman told me.
His company, Ctrl-S — a reference to the keyboard command for saving a file — plans to acquire intellectual property, experimental data, and engineering knowledge from distressed DAC companies. It will assemble the assets into a library, making them available to “better positioned companies that can further develop, improve, and deploy the technology,” or at the very least, make use of the data, Hochman said.
Ctrl-S has at least three potential revenue streams — annual subscription sales for access to the library, licensing fees for the IP, and, in the medium-to-longer term, royalties tied to the tech developed from those licenses.
Hochman has several different customers in mind. The library could be useful to the remaining, more stable DAC companies who might find some other startup had developed a solution to a problem they are struggling with, or a more efficient way of accomplishing some part of the process. Large energy companies with more capital to actually deploy DAC, like the Occidentals of the world, could gain access to pre-vetted tech.
The library could also help catalyze innovations in entirely different industries. Direct air capture systems contain several different components, like the “air contactor,” the mechanism that draws air into the system, and the “sorbent,” the proprietary material that captures carbon molecules. Phil De Luna, the former chief scientist for the DAC development company Deep Sky and a member of Ctrl-S’ expert review committee, told me these components could have applications in other processes that involve separating gases. He gave the example of hydrogen gas that’s trapped underground. “It's often mixed with other gasses underground. These air contactors that are used in DAC, could they be repurposed to separate hydrogen from natural gas or other gas impurities underground?”
Another market Hochman thinks the library could serve is AI-driven material science development. The startups working on materials discovery need experimental data to train their models, he said, and a lot of what is available elsewhere is the data behind success stories. “What they don't have access to is the negative learnings.”
The Ctrl-S team has a process to “diligence” the IP it acquires, looking at the technoeconomics, the life-cycle analysis of the carbon removed by the process, and its commercial potential. The company will not only conduct these reviews for the systems as a whole, but for the key components like the sorbent and air contactor. The process will distinguish between companies that were victims of circumstance and those that failed because their tech didn’t work as promised. Both can be of use.
“The stuff that didn't work can be valuable in saving folks time, energy, and resources going down the same dead ends,” Hochman said.
His founding team also includes Nicole Williams, the former IP Lead for Climeworks, the largest and most successful DAC startup in the industry, and Silvan Aeschlimann, who was previously a DAC and carbon removal lead for the clean energy research nonprofit RMI.
There’s some precedent for what Hochman is doing. In the early 2000s, in the wake of the Dot Com bubble bursting, funding for startups dried up and many began to fail. A group of former Microsoft executives started a company called Intellectual Ventures which bought up a lot of those startups’ IP. “Similarly, our concept was that it would be available to larger companies,” Edward Jung, one of the co-founders who now serves as an advisor to Intellectual Ventures, told me.
Jung said the actual uptake and development of the IP by larger companies was less than what he and his partners had hoped. “I'm actually more bullish now, in this thesis that you talk about, because I think AI is going to unlock a lot of complex technologies that will be hard for larger companies to ignore,” he told me when I described Ctrl-S to him. “The ability for AI to go through a lot of different options in a way that humans have difficulty going through opens a lot of opportunities for new materials. So I do think maybe the thesis is better now than it was back when we did it.”
Intellectual Ventures’ trajectory ended up being quite controversial. It was accused of patent-trolling — buying up tens of thousands of patents and then suing companies for infringing on them. But it also used the patent revenue to fund a successful tech incubator called IV Labs that spun out promising companies, like Terrapower, the advanced nuclear startup.
Ctrl-S is still in very early stages. It’s in the process of closing its first two acquisitions, with a “handful of others in the pipeline,” Hochman told me. He’s actively fundraising for a seed round targeting $2.5 million. If all goes according to plan, he hopes to eventually diversify into other types of climate tech.
Current conditions: The record-breaking heat roasting the Southwest is spreading eastward through the Plains, sending temperatures to levels historically reached in June • The snowpack out West has all but disappeared this week, which is typically the annual peak • At least four people have died in Oman as a low-pressure system known as an Al-Masarrat trough deluges the Persian Gulf nation with heavy rain.
President Donald Trump couldn’t stop any already-permitted offshore wind farms in court. But the White House has managed to kill at least two projects by offering the developer $1 billion to quit. On Monday, the French energy giant TotalEnergies announced a deal with the Trump administration to abandon two offshore wind projects in exchange for a seven-figure payout and preferential treatment when investing in U.S. oil and gas projects. Under the deal, TotalEnergies — which has always operated primarily as an oil and gas business — will return to its roots by financing the construction of a liquified natural gas plant in Texas, in addition to other drilling for hydrocarbons. In a statement to the Associated Press, TotalEnergies CEO Patrick Pouyanné said the company renounced offshore wind development in the U.S. in exchange for the reimbursement of its lease fees, “considering that the development of offshore wind projects is not in the country’s interest” and oil and gas operations are a “more efficient use of capital” in America.
In case this dynamic wasn’t obvious, Bloomberg confirmed Monday that Trump backed off his threat to bomb Iran’s power plants this week in a bid to ease surging oil prices as allies warned that the nearly month-old war “was quickly becoming a disaster.” Stocks and U.S. Treasury bonds rallied, and futures contracts for Brent crude — the European benchmark most directly affected by Iran’s halt to all tankers passing through the Strait of Hormuz — fell sharply. America’s allies in the Gulf reportedly urged Trump in private not to destroy Iranian infrastructure “that will be crucial to keeping it from becoming a failed state after the conflict ends.” The Iranian government, meanwhile, hailed Trump’s retreat as a victory and told the semi-official Fars news agency that Trump backed down “after hearing that our targets would be all power plants in West Asia.” That could include hitting the United Arab Emirates’ first and only atomic power station, the Barakah nuclear plant in Abu Dhabi.
Even if the war ends soon, the energy crisis caused by the conflict is already worse than the combined effect of the oil shocks in the 1970s, and it will take years to fix. That’s according to Fatih Birol, the executive director of the International Energy Agency, who accused global leaders of not appreciating the severity of the crisis in a speech in Canberra, Australia, on Monday. Less than two weeks ago, the IEA coordinated the biggest release of its global oil stockpile in history, and Birol confirmed that the agency was in talks with members about releasing more. “If it is necessary, of course, we will do it,” he said, according to The New York Times. The market, he said, will not recover quickly from the war. “It will take some time to come back to the abnormal days we had before the war was started,” Birol said.
Yes, China’s grip over critical minerals largely centers on its control over global refining capacity that turns ore into useful industrial materials. And yes, China has made up for what it doesn’t mine domestically by forging deep commercial ties with mineral-rich countries across Africa, Asia, and Latin America. That doesn’t mean China isn’t endowed with vast riches under its people’s own feet. At the Maoniuping mine in Sichuan’s Mianning county, Chinese officials announced the discovery of 9.7 million metric tons of rare earth oxides, raising the proven reserves at the site to 10.4 million metric tons. The find also includes deposits of 27.1 million tons of fluorite, a mineral used in fluorescent lighting, and 37.2 million tons of baryte, which is used in plastic making, oil and gas drilling, and chemical production. Both deposits qualify as “super-large,” making them truly “stunning,” Wang Denghong, the director of the Institute of Mineral Resources at the Chinese Academy of Geological Science, said, according to the South China Morning Post.
The U.S., meanwhile, plans to contribute $250 million toward an investment consortium aimed at redirecting mineral supply chains away from China. On Monday, Under Secretary of State for Economic Affairs Jacob Helberg told Bloomberg the U.S. would administer a fund with as much as $1 trillion in commitments from sovereign wealth funds and institutional investments. Then, early Tuesday morning, the European Union announced a deal with Australia to invest in four critical mineral projects to produce rare earths, lithium, and tungsten.
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Last summer, New York Governor Kathy Hochul ordered her government-owned utility, the New York Power Authority, to build the first new reactor in the state in half a century, adding at least 1 gigawatt of new nuclear capacity to the grid. In January, the Democrat quintupled that target, calling for a total of 5 gigawatts. So far, more than 20 companies have submitted design concepts, and eight towns in the Upstate regions of New York have offered to host new reactors. The communities that have expressed interest so far include: the Finger Lakes, the Binghamton area, St. Lawrence County across the border from Ottawa, Dunkirk on Lake Erie, and the city of Rochester. Three sites on Lake Ontario also expressed interest, including Oswego County, where the state already produces 20% of its power at the Constellation-owned Nine Mile Point Nuclear Generating Station. “Oswego County has a long history of hosting nuclear power stations and is uniquely positioned as the best region for the state to develop new nuclear projects,” James Weatherup, the chairman of Oswego’s county legislature, told Gothamist.
New York’s nuclear expansion is a key test of whether NYPA, the nation’s second-largest government-owned power company after the federal Tennessee Valley Authority, can help make building reactors possible again in a state with a liberalized electricity market. Like much of the rest of the country starting in the 1990s, New York broke up its vertically-integrated monopoly utilities. But without larger businesses to help offset the high upfront costs of building a megaproject like a reactor, utilities instead stuck to cheaper, easier to build forms of generation that didn’t always provide reliable enough electricity to keep prices down. If NYPA is successful, it may be further proof that, as Heatmap’s Matthew Zeitlin wrote last year, electricity markets “aren’t working anymore.”
More than 30 hyperscalers, utilities, and grid operators have signed onto an open letter calling for industry-wide collaboration to create a standardized approach to bringing large, flexible loads onto the grid. Organized by the Electric Power Research Institute and promoted at this week’s CERAWeek energy conference in Houston, the letter warns that today’s “interconnection and planning processes rely heavily on worst case assumptions about load behavior,” such as data centers that constantly draw from the grid even when the supply of electricity on the wires is low, like during a heat wave. “These assumptions could change when planning with flexibility in mind.” Signatories already include tech giants Google, Meta, and Nvidia, as well as utilities such as Southern Company, Exelon, and Constellation.
The letter, highlighted on X by the Google energy researcher Tyler Norris, goes on to call for:

Russia has won the bid to build yet another country’s first nuclear power plant. On Monday, Vietnam announced a deal with the Kremlin’s state-owned Rosatom to build two VVER-1200 pressurized water reactors. The units would mark fast-growing Vietnam’s first foray into atomic energy and highlight the West’s continued struggle to compete to build nuclear power plants in newcomer nations. Russia is currently building the first nuclear plants in Bangladesh, Egypt, and Turkey.