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Climate

EPA Prepares to Gut Wetland Protections

On fusion’s big fundraise, nuclear fears, and geothermal’s generations uniting

EPA Prepares to Gut Wetland Protections
Heatmap Illustration/Getty Images

Current conditions: New Orleans is expecting light rain with temperatures climbing near 90 degrees Fahrenheit as the city marks the 20th anniversary of Hurricane Katrina • Torrential rains could dump anywhere from 8 to 12 inches on the Mississippi Valley and the Ozarks • Japan is sweltering in temperatures as high as 104 degrees.

THE TOP FIVE

1. EPA plans to gut the Clean Water Act

The Environmental Protection Agency is preparing to propose a new Clean Water Act rule that would eliminate federal protections for many U.S. waterways, according to an internal presentation leaked to E&E News. If finalized, the rule would establish a two-part test to determine whether a wetland received federal regulations: It would need to contain surface water throughout the “wet season,” and it would need to be touching a river, stream, or other body of water that flows throughout the wet season. The new language would require fewer wetland permits, a slide from the presentation showed, according to reporter Miranda Willson. Two EPA staffers briefed on the proposal confirmed the report.

The new rule follows the 2023 Supreme Court decision in Sackett v. EPA, which said that only waterways “with a ‘continuous surface connection’ to a ‘relatively permanent’ body of water” fell under the Clean Water Act’s protections, according to E&E News. What “relatively permanent” means, however, the court didn’t say, nor did Biden’s EPA. The two EPA staffers, who were granted anonymity to avoid retribution, “said they believed the proposal was not based in science and could worsen pollution if finalized,” Willson wrote.

2. Commonwealth Fusion raises nearly $900 million in funding round

Investors are hot on the Massachusetts Institute of Technology spinoff promising to make fusion energy a reality. Commonwealth Fusion Systems netted an eye-popping $863 million in its latest fundraising round. In a press release Thursday, the company said that its “oversubscribed round of capital is the largest amount raised among deep tech and energy companies since” its $1.8 billion financing deal in 2021. Commonwealth Fusion will use the funds to complete its demonstration project and further develop its proposed first power plant in Virginia. To date, the company said, it has raised close to $3 billion, “about one-third of the total capital invested in private fusion companies worldwide.” It’s a sign that investors recognize Commonwealth Fusion “is making fusion power a reality,” CEO Bob Mumgaard said.

The fusion industry has ballooned over the past six years. “It is finally, possibly, almost time” for the technology to arrive, Heatmap’s Katie Brigham wrote last year, noting: “For the ordinary optimist, fusion energy might invoke a cheerful Jetsons-style future of flying cars and interplanetary colonization. For the cynic, it’s a world-changing moment that’s perpetually 30 years away. But investors, nuclear engineers, and physicists see it as a technology edging ever closer to commercialization and a bipartisan pathway towards both energy security and decarbonization.”

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3. In a record, grid connections soared 33% last year

A record 75 gigawatts of new generating capacity hooked up to the U.S. power grid last year, a 33% surge from the previous year, thanks to new federal regulations aimed at streamlining the process. That’s according to new data from the consultancy Wood Mackenzie published Thursday. The report found that the Federal Energy Regulatory Commission’s Order No. 2023, issued in July 2023, along with other reforms by independent system operators, have had a “considerable impact on processing interconnection agreements, by driving improvements through reducing speculative projects and clearing queue backlogs.” While connections increased, regional grid operators received 9% fewer new project entries and saw a 51% uptick in non-viable projects since 2022.

Solar and storage technologies made up 75% of all interconnection agreements in 2024, equaling about 58 gigawatts. Wood Mackenzie projected that the sectors will retain a similar market share in 2025. Natural gas saw an increase in interconnection requests since 2022, adding 121 gigawatts of capacity. New gas applications are already breaking annual records this year. But overall the number of gas projects that successfully hook up to the grid is down 25% since 2022.

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4. Trump’s assault on nuclear regulator stokes safety fears

Almost 200 people have left the Nuclear Regulatory Commission since President Donald Trump’s inauguration in January, according to new estimates published Thursday in the Financial Times. Of the 28 officials in senior leadership positions, nearly half are working in an “acting” capacity, and only three of the five NRC commissioner roles are filled. “It is an unprecedented situation with some senior leaders having been forced out and many others leaving for early retirement or worse, resignation,” Scott Morris, the former NRC deputy executive director of operations, who retired in May, told the newspaper. “This is really concerning for the staff and is one of the factors causing many key staff and leaders to leave the agency they love ... creating a huge brain drain of talent.”

The exodus comes as Trump is pressing the agency to dramatically overhaul and speed up its review and approval process for new reactors. Supporters of the president’s effort say the NRC has stymied the nuclear industry for decades, and a future buildout of new reactors requires clearing house. But skeptics of the burn-it-all-down approach warn that the atomic energy industry’s success in avoiding major accidents since the 1979 partial meltdown at Three Mile Island is owed to NRC oversight, and that the agency’s processes have actually protected nuclear developers by avoiding frivolous lawsuits and not-in-my-backyard types.

5. Geothermal’s giant has ‘chosen a winner’ among the next-gen upstarts

Geothermal giant Ormat has reigned over the global industry of harvesting energy from hot underground reservoirs for the past 60 years. Now a new generation of companies is promising to tap the Earth’s heat even in places without water by using fracking technology to drill much deeper, vastly expanding the potential for geothermal. And Ormat has placed a big bet on one. On Thursday, the company inked a strategic partnership with Houston-based Sage Geosystems. As part of the deal, Sage will build its first commercial power plant at an existing Ormat facility in Nevada or Utah, significantly speeding up the timeline for the debut generating station. Sage CEO Cindy Taff told me the plant could be online by next year. “Ormat’s chosen a winner,” Yakov Feygin, a researcher at the Center for Public Enterprise who co-authored a report on next-generation geothermal, told me.

A majority of U.S. voters are still unfamiliar with geothermal power, according to a new poll from Data for Progress I reported on this week. When exposed to details about how the technology works, however, support grows among voters across the political spectrum. Republicans in particular are supportive.


A recent poll shows a lack of familiarity with geothermal.Data for Progress

THE KICKER

The Grammy- and Oscar-award winning New Orleans jazz and funk singer Jon Batiste released a new song to mark the 20th anniversary of Hurricane Katrina, the catastrophic storm that flooded his home city. Dubbed “Petrichor,” a word that describes the scent of earth after rain, the lyrics unfold like a haunting hymn over a driving beat. “Help me, Lord / They burning the planet down / No more second linin' in the street / They burning the planet down, Lord / Help me, Lord / No more plants for you to eat.” In an interview published in The Guardian, Batiste said the song was meant to be a statement. “You got to bring people together. People power is the way that you can change things in the world,” he said. “It’s a warning, set to a dance beat.”

Yellow

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Politics

Why Everyone Loves BAAJA’s Transmission Section

Power line permitting was overdue for an overhaul. Here’s what the bill would unlock.

Power lines.
Heatmap Illustration/Getty Images

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One major environmental group, the Natural Resources Defense Council, “still sees great benefit in the transmission language that was negotiated,” its executive director Christy Goldfuss posted on X on Wednesday, hours after warning about other provisions in the bill. Former Biden climate advisor John Podesta lauded the bill’s “ needed reforms on transmission” as “pretty good” and “pretty strong” before criticizing other elements, while Holly Bender of the Sierra Club listed the section as an example of “policies we’ve championed before.”

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Pollution.
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Current conditions: Temperatures at the supposedly cursed Bhangarh Fort in Rajasthan, India — considered one of the most “haunted” places in Asia — are projected to climb north of 80 degrees Fahrenheit on Halloween • The sun is shining all weekend in Oaxaca, Mexico, known for its vibrant Día de los Muertos celebrations, set to start on Sunday • As the New York City marathon kicks off Sunday morning, temperatures could top 63 degrees Fahrenheit, five degrees above the historical average.


THE TOP FIVE

1. U.S. data centers will emit more carbon than all of Mexico

Fossil-fueled power plants to run artificial intelligence data centers are set to emit 460 million metric tons of carbon dioxide by the end of this decade — roughly equal to the climate-changing pollution from the entire economy of Mexico (which, by the way, is lagging behind the rest of Latin America on clean energy). That’s according to a new Sierra Club analysis published Thursday on Bloomberg. The emissions are set to “undo 15 years’ worth of greenhouse gas reductions from U.S. electricity generation.” The U.S. power sector is on track to emit 2.1 billion metric tons of carbon by 2030, a 618 million-ton increase from 2025 levels. “The numbers continue to sort of boggle our minds,” Jeremy Fisher, the Sierra Club’s principal advisor for climate and energy, told the newswire.

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Energy

Exclusive: Peter Thiel-Backed Nuclear Fuel Startup Hits a Key Regulatory Milestone

If everything goes smoothly, the first commercial output could begin as soon as 2029.

A General Matter rendering.
Heatmap Illustration/General Matter, Getty Images

General Matter, the secretive nuclear enrichment startup led by one of the first employees at Elon Musk’s SpaceX, emerged last month by publicly unveiling its plans to convert a Superfund site in Paducah, Kentucky, into the nation’s newest plant transforming raw uranium into fuel for reactors. Backed by both tech billionaire Peter Thiel and former White House climate czar John Kerry, the Los Angeles-based company chose the location, which until 2013 served for over six decades as an enrichment facility for the United States government, as a symbol of American reindustrialization. The startup stuck to a straightforward pitch: honing the cheapest, fastest, and most efficient technology to enrich uranium, following the path SpaceX took to engineer its rockets.

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