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Is international cooperation or technological development the answer to an apocalyptic threat?

Christopher Nolan’s film Oppenheimer is about the great military contest of the Second World War, but only in the background. It’s really about a clash of visions for a postwar world defined by the physicist J. Robert Oppenheimer’s work at Los Alamos and beyond. The great power unleashed by the bombs at Hiroshima and Nagasaki could be dwarfed by what knowledge of nuclear physics could produce in the coming years, risking a war more horrifying than the one that had just concluded.
Oppenheimer, and many of his fellow atomic scientists, would spend much of the postwar period arguing for international cooperation, scientific openness, and nuclear restriction. But there was another cadre of scientists, exemplified by a former colleague turned rival, Edward Teller, that sought to answer the threat of nuclear annihilation with new technology — including even bigger bombs.
As the urgency of the nuclear question declined with the end of the Cold War, the scientific community took up a new threat to global civilization: climate change. While the conflict mapped out in Oppenheimer was over nuclear weapons, the clash of visions, which ended up burying Oppenheimer and elevating Teller, also maps out to the great debate over global warming: Should we reach international agreements to cooperatively reduce carbon emissions or should we throw our — and specifically America’s — great resources into a headlong rush of technological development? Should we massively overhaul our energy system or make the sun a little less bright?
Oppenheimer’s dream of international cooperation to prevent a nuclear arms race was born even before the Manhattan Project culminated with the Trinity test. Oppenheimer and Danish physicist Niels Bohr “believed that an agreement between the wartime allies based upon the sharing of information, including the existence of the Manhattan Project, could prevent the surfacing of a nuclear-armed world,” writes Marco Borghi in a Wilson Institute working paper.
Oppenheimer even suggested that the Soviets be informed of the Manhattan Project’s efforts and, according to Martin Sherwin and Kai Bird’s American Prometheus, had “assumed that such forthright discussions were taking place at that very moment” at the conference in Potsdam where, Oppenheimer “was later appalled to learn” that Harry Truman had only vaguely mentioned the bomb to Joseph Stalin, scotching the first opportunity for international nuclear cooperation.
Oppenheimer continued to take up the cause of international cooperation, working as the lead advisor for Dean Acheson and David Lilienthal on their 1946 nuclear control proposal, which would never get accepted by the United Nations and, namely, the Soviet Union after it was amended by Truman’s appointed U.N. representative Bernard Baruch to be more favorable to the United States.
In view of the next 50 years of nuclear history — further proliferation, the development of thermonuclear weapons that could be mounted on missiles that were likely impossible to shoot down — the proposals Oppenheimer developed seem utopian: The U.N. would "bring under its complete control world supplies of uranium and thorium," including all mining, and would control all nuclear reactors. This scheme would also make the construction of new weapons impossible, lest other nations build their own.
By the end of 1946, the Baruch proposal had died along with any prospect of international control of nuclear power, all the while the Soviets were working intensely to disrupt America’s nuclear monopoly — with the help of information ferried out of Los Alamos — by successfully testing a weapon before the end of the decade.
With the failure of international arms control and the beginning of the arms race, Oppenheimer’s vision of a post-Trinity world would come to shambles. For Teller, however, it was a great opportunity.
While Oppenheimer planned to stave off nuclear annihilation through international cooperation, Teller was trying to build a bigger deterrent.
Since the early stages of the Manhattan Project, Teller had been dreaming of a fusion weapon many times more powerful than the first atomic bombs, what was then called the “Super.” When the atomic bomb was completed, he would again push for the creation of a thermonuclear bomb, but the efforts stalled thanks to technical and theoretical issues with Teller’s proposed design.
Nolan captures Teller’s early comprehension of just how powerful nuclear weapons can be. In a scene that’s pulled straight from accounts of the Trinity blast, most of the scientists who view the test are either in bunkers wearing welding goggles or following instructions to lie down, facing away from the blast. Not so for Teller. He lathers sunscreen on his face, straps on a pair of dark goggles, and views the explosion straight on, even pursing his lips as the explosion lights up the desert night brighter than the sun.
And it was that power — the sun’s — that Teller wanted to harness in pursuit of his “Super,” where a bomb’s power would be derived from fusing together hydrogen atoms, creating helium — and a great deal of energy. It would even use a fission bomb to help ignite the process.
Oppenheimer and several scientific luminaries, including Manhattan Project scientists Enrico Fermi and Isidor Rabi, opposed the bomb, issuing in their official report on their positions advising the Atomic Energy Commission in 1949 statements that the hydrogen bomb was infeasible, strategically useless, and potentially a weapon of “genocide.”
But by 1950, thanks in part to Teller and the advocacy of Lewis Strauss, a financier turned government official and the approximate villain of Nolan’s film, Harry Truman would sign off on a hydrogen bomb project, resulting in the 1952 “Ivy Mike” test where a bomb using a design from Teller and mathematician Stan Ulam would vaporize the Pacific Island Elugelab with a blast about 700 times more powerful than the one that destroyed Hiroshima.
The success of the project re-ignited doubts around Oppenheimer’s well-known left-wing political associations in the years before the war and, thanks to scheming by Strauss, he was denied a renewed security clearance.
While several Manhattan Project scientists testified on his behalf, Teller did not, saying, “I thoroughly disagreed with him in numerous issues and his actions frankly appeared to me confused and complicated.”
It was the end of Oppenheimer’s public career. The New Deal Democrat had been eclipsed by Teller, who would become the scientific avatar of the Reagan Republicans.
For the next few decades, Teller would stay close to politicians, the military, and the media, exercising a great deal of influence over arms policy for several decades from the Lawrence Livermore National Laboratory, which he helped found, and his academic perch at the University of California.
He pooh-poohed the dangers of radiation, supported the building of more and bigger bombs that could be delivered by longer and longer range missiles, and opposed prohibitions on testing. When Dwight Eisenhower was considering a negotiated nuclear test ban, Teller faced off against future Nobel laureate and Manhattan Project alumnus Hans Bethe over whether nuclear tests could be hidden from detection by conducting them underground in a massive hole; the eventual 1963 test ban treaty would exempt underground testing.
As the Cold War settled into a nuclear standoff with both the United States and the Soviet Union possessing enough missiles and nuclear weapons to wipe out the other, Teller didn’t look to treaties, limitations, and cooperation to solve the problem of nuclear brinksmanship, but instead to space: He wanted to neutralize the threat of a Soviet first strike using x-ray lasers from space powered by nuclear explosions (he was again opposed by Bethe and the x-ray lasers never came to fruition).
He also notoriously dreamed up Project Plowshare, the civilian nuclear project which would get close to nuking out a new harbor in Northern Alaska and actually did attempt to extract gas in New Mexico and Colorado using nuclear explosions.
Yet, in perhaps the strangest turn of all, Teller also became something of a key figure in the history of climate change research, both in his relatively early awareness of the problem and the conceptual gigantism he brought to proposing to solve it.
While publicly skeptical of climate change later in his life, Teller was starting to think about climate change, decades before James Hansen’s seminal 1988 Congressional testimony.
The researcher and climate litigator Benajmin Franta made the startling archival discovery that Teller had given a speech at an oil industry event in 1959 where he warned “energy resources will run short as we use more and more of the fossil fuels,” and, after explaining the greenhouse effect, he said that “it has been calculated that a temperature rise corresponding to a 10 percent increase in carbon dioxide will be sufficient to melt the icecap and submerge New York … I think that this chemical contamination is more serious than most people tend to believe.”
Teller was also engaged with issues around energy and other “peaceful” uses of nuclear power. In response to concerns about the dangers of nuclear reactors, he in the 1960s began advocating putting them underground, and by the early 1990s proposed running said underground nuclear reactors automatically in order to avoid the human error he blamed for the disasters at Chernobyl and Three Mile Island.
While Teller was always happy to find some collaborators to almost throw off an ingenious-if-extreme solution to a problem, there is a strain of “Tellerism,” both institutionally and conceptually, that persists to this day in climate science and energy policy.
Nuclear science and climate science had long been intertwined, Stanford historian Paul Edwards writes, including that the “earliest global climate models relied on numerical methods very similar to those developed by nuclear weapons designers for solving the fluid dynamics equations needed to analyze shock waves produced in nuclear explosions.”
Where Teller comes in is in the role that Lawrence Livermore played in both its energy research and climate modeling. “With the Cold War over and research on nuclear weapons in decline, the national laboratories faced a quandary: What would justify their continued existence?” Edwards writes. The answer in many cases would be climate change, due to these labs’ ample collection of computing power, “expertise in numerical modeling of fluid dynamics, and their skills in managing very large data sets.”
One of those labs was Livermore, the institution founded by Teller, a leading center of climate and energy modeling and research since the late 1980s. “[Teller] was very enthusiastic about weather control,” early climate modeler Cecil “Chuck” Leith told Edwards in an oral history.
The Department of Energy writ large, which inherited much of the responsibilities of the Atomic Energy Commission, is now one of the lead agencies on climate change policy and energy research.
Which brings us to fusion.
It was Teller’s Lawrence Livermore National Laboratory that earlier this year successfully got more power out of a controlled fusion reaction than it put in — and it was Energy Secretary Jennifer Granholm who announced it, calling it the “holy grail” of clean energy development.
Teller’s journey with fusion is familiar to its history: early cautious optimism followed by a realization that it would likely not be achieved soon. As early as 1958, he said in a speech that he had been discussing “controlled fusion” at Los Alamos and that “thermonuclear energy generation is possible,” although he admitted that “the problem is not quite easy” and by 1987 had given up on seeing it realized during his lifetime.
Still, what controlled fusion we do have at Livermore’s National Ignition Facility owes something to Teller and the technology he pioneered in the hydrogen bomb, according to physicist NJ Fisch.
While fusion is one infamous technological fix for the problem of clean and cheap energy production, Teller and the Livermore cadres were also a major influence on the development of solar geoengineering, the idea that global warming could be averted not by reducing the emissions of greenhouse gas into the atmosphere, but by making the sun less intense.
In a mildly trolling column for the Wall Street Journal in January 1998, Teller professed agnosticism on climate change (despite giving that speech to oil executives three decades prior) but proposed an alternative policy that would be “far less burdensome than even a system of market-allocated emissions permits”: solar geoengineering with “fine particles.”
The op-ed placed in the conservative pages of the Wall Street Journal was almost certainly an effort to oppose the recently signed Kyoto Protocol, but the ideas have persisted among thinkers and scientists whose engagement with environmental issues went far beyond their own opinion about Al Gore and by extension the environmental movement as a whole (Teller’s feelings about both were negative).
But his proposal would be familiar to the climate debates of today: particle emissions that would scatter sunlight and thus lower atmospheric temperatures. If climate change had to be addressed, Teller argued, “let us play to our uniquely American strengths in innovation and technology to offset any global warming by the least costly means possible.”
A paper he wrote with two colleagues that was an early call for spraying sulfates in the stratosphere also proposed “deploying electrically-conducting sheeting, either in the stratosphere or in low Earth orbit.” These were “literally diaphanous shattering screens,” that could scatter enough sunlight in order to reduce global warming — one calculation Teller made concludes that 46 million square miles, or about 1 percent of the surface area of the Earth, of these screens would be necessary.
The climate scientist and Livermore alumnus Ken Caldeira has attributed his own initial interest in solar geoengineering to Lowell Wood, a Livermore researcher and Teller protégé. While often seen as a centrist or even a right wing idea in order to avoid the more restrictionist policies on carbon emissions, solar geoengineering has sparked some interest on the left, including in socialist science fiction author Kim Stanley Robinson’s The Ministry for the Future, which envisions India unilaterally pumping sulfates into the atmosphere in response to a devastating heat wave.
The White House even quietly released a congressionally-mandated report on solar geoengineering earlier this spring, outlining avenues for further research.
While the more than 30 years since the creation of the Intergovernmental Panel on Climate Change and the beginnings of Kyoto Protocol have emphasized international cooperation on both science and policymaking through agreed upon goals in emissions reductions, the technological temptation is always present.
And here we can perhaps see that the split between the moralized scientists and their pleas for addressing the problems of the arms race through scientific openness and international cooperation and those of the hawkish technicians, who wanted to press the United States’ technical advantage in order to win the nuclear standoff and ultimately the Cold War through deterrence.
With the IPCC and the United Nations Climate Conference, through which emerged the Kyoto Protocol and the Paris Agreement, we see a version of what the postwar scientists wanted applied to the problem of climate change. Nations come together and agree on targets for controlling something that may benefit any one of them but risks global calamity. The process is informed by scientists working with substantial resources across national borders who play a major role in formulating and verifying the policy mechanisms used to achieve these goals.
But for almost as long as climate change has been an issue of international concern, the Tellerian path has been tempting. While Teller’s dreams of massive sun-scattering sheets, nuclear earth engineering, and automated underground reactors are unlikely to be realized soon, if at all, you can be sure there are scientists and engineers looking straight into the light. And they may one day drag us into it, whether we want to or not.
Editor’s note: An earlier version of this article misstated the name of a climate modeler. It’s been corrected. We regret the error.
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A trio of powerful climate hawks are throwing their weight against the SPEED Act.
Key Senate Democrats are opposing a GOP-led permitting deal to overhaul federal environmental reviews without assurances that clean energy projects will be able to reap the benefits. Winning these lawmakers’ support will require major concessions to build new transmission infrastructure and greater permitting assistance for renewable energy projects.
In an exclusive joint statement provided Tuesday to Heatmap News, Senate Energy and Natural Resources ranking member Martin Heinrich, Environment and Public Works ranking member Sheldon Whitehouse, and Hawaii senator Brian Schatz came out against passing the SPEED Act, a bill that would change the National Environmental Policy Act, citing concerns about how it would apply to renewable energy and transmission development priorities.
“We are committed to streamlining the permitting process — but only if it ensures we can build out transmission and cheap, clean energy. While the SPEED Act does not meet that standard, we will continue working to pass comprehensive permitting reform that takes real steps to bring down electricity costs,” the statement read.
As I wrote weeks ago, there’s very little chance the SPEED Act could become law without addressing Senate climate hawks’ longstanding policy preferences. Although the SPEED Act was voted out of committee in the House two weeks ago with support from a handful of Democratic lawmakers, it has yet to win support from even moderate energy wonks in that legislative body, including Representative Scott Peters, one of the Democratic House negotiators in bipartisan permitting talks. Peters told me he would need to see more assurances dealing with the renewables permitting freeze, for example, in order for him to support the bill.
Observers had initially expected a full House vote on the SPEED Act as soon as this week, but an additional hurdle arose in recent days in the form of opposition from House conservative Republicans, led by Representative Chip Roy. The congressman from Texas had requested additional federal actions targeting renewables projects in exchange for passage of the One Big Beautiful Bill Act, which effectively repealed the Inflation Reduction Act. What followed was a set of directives from the Interior Department that all but halted federal solar and wind permitting. Roy’s frustration with the SPEED Act concerns a relatively milquetoast nod to renewables permitting problems that would block presidents from rescinding already issued permits. This upset appears to have delayed a vote on the bill in the House.
There’s an eerie familiarity to this moment: Almost exactly one year ago, the last major attempt at a permitting deal, authored by Senators Joe Manchin and John Barrasso, died when then-Majority Leader Chuck Schumer declined to bring it up for a vote in the face of opposition from the House. Unlike the SPEED Act, that bill offered changes to transmission siting policy that even conservative estimates said would’ve hastened the pace of national decarbonization.
Having Schatz, Heinrich, and Whitehouse — the three most powerful climate hawks in Congress — throw their weight against the SPEED Act casts serious doubt on the prospects for that legislation becoming the permitting deal this Congress. It also exposes an intra-energy world conflict, as it appears to position these lawmakers in opposition to American Clean Power, an energy trade group that represents a swath of diversified energy companies and utilities, as well as solar, wind, and battery storage developers.
Last week, ACP joined with the American Petroleum Institute and gas pipeline advocacy organizations to urge Congress to pass the SPEED Act. In a letter to House Speaker Mike Johnson and Minority Leader Hakeem Jeffries, ACP and the fossil fuel industry trade groups said that the legislation “directly addresses” the challenges facing their interests and “represents meaningful bipartisan progress toward a more stable and dependable permitting framework.” The only reference to potential additions came in a single, vague line: “While the SPEED Act makes important progress, there are additional ways Congress can facilitate the development of reliable and affordable energy infrastructure as part of a broader permitting package.”
This letter was taken by some backers of the renewable energy industry to be an endorsement without concessions. It was also a surprise because just days earlier, American Clean Power responded to the bill’s passage with a vaguely supportive statement that declared “additional efforts” were needed for “transmission infrastructure,” without which “energy prices will spike and system reliability will be threatened.” (It’s worth noting that the committee behind the SPEED Act, House Natural Resources, has no authority over transmission siting. No other proposal has yet emerged from Republicans in that chamber for Republicans to address the issue, either.)
One of the renewables backers taken aback was Schatz, who took to X to sound off against the organization. “Congratulations to ‘American Clean Power’ for cutting a deal with the American Petroleum Institute, but to enact a law both the house and the Senate have to agree, and Senators are finding out about this for the first time,” Schatz wrote in a post, which Whitehouse retweeted from one of his official X accounts.
In a subsequent post, Schatz said: “I am not finding out about the bill’s existence for the first time, I am tracking it all very closely. I am finding out that ACP endorsed it as is without anything on transmission, for the first time.”
By contrast, the statement from the three senators aligns them with the Solar Energy Industries Association, which sent a letter from more than 140 solar companies to top congressional leaders requesting direct action to fix a bureaucratic freeze on permit-related activity that has already helped kill large projects, including Esmeralda 7, which was the largest solar mega-farm in the United States.
In its message to Congress, the trade association made plain that while the SPEED Act was a welcome form of permitting changes, it was nowhere close to dealing with Trumpian chicanery on the group’s priority list.
We’ll have more on this unfolding drama in the days to come.
One longtime analyst has an idea to keep prices predictable for U.S. businesses.
What if we treated lithium like oil? A commodity so valuable to the functioning of the American economy that the U.S. government has to step in not only to make it available, but also to make sure its price stays in a “sweet spot” for production and consumption?
That was what industry stalwart Howard Klein, founder and chief executive of the advisory firm RK Equities, had in mind when he came up with his idea for a strategic lithium reserve, modeled on the existing Strategic Petroleum Reserve.
Klein published a 10-page white paper on the idea Monday, outlining an expansive way to leverage private companies and capital markets to develop a non-Chinese lithium industry without the risk and concentrated expense of selecting specific projects and companies.
The lithium challenge, Klein and other industry analysts and executives have long said, is that China’s whip hand over the industry allows it to manipulate prices up and down in order to throttle non-Chinese production. When investment in lithium ramps up outside of China, Chinese production ramps up too, choking off future investment by crashing prices.
Recognizing the dangers stemming from dysfunction in the global lithium market constitutes a rare area of agreement between both parties in Washington and across the Biden and Trump administrations. Last year, a Biden State Department official told reporters that China “engage[s] in predatory pricing” and will “lower the price until competition disappears.”
A bipartisan investigation released last month by the House of Representatives’ Select Committee on Strategic Competition between the United States and the Chinese Communist Party found that “the PRC engaged in a whole‐of‐government effort to dominate global lithium production,” and that “starting in 2021, the PRC government engaged in a coordinated effort to artificially depress global lithium prices that had the effect of preventing the emergence of an America‐focused supply chain.”
Klein thinks he’s figured out a way to deal with this problem
“They manipulated and they crushed prices through oversupply to prevent us from having our own supply chains,” he told me.
It’s not just that China can keep prices low through overproduction, it’s also that the country’s enormous market power can make prices volatile, Klein said, which scares off private sector investment in mining and processing. “You have two years, up two years down, two years up, two years down,” he told me. “That’s the problem we’re trying to solve.
His proposal is to establish “a large, rules-based buffer of lithium carbonate — purchased when prices are depressed due to Chinese oversupply, and released during price spikes, shortages, or export restrictions.”
This reserve, he said, would be more than just a stockpile from which lithium could be released as needed. It would also help to shape the market for lithium, keeping prices roughly in the range of $20,000 per ton (when prices fall below that, the reserve would buy) and $40,000 to $50,000 per ton, when the reserve would sell. The idea is to keep the price of lithium carbonate — which can be processed as a material for batteries with a wide range of defense (e.g. drones) and transportation (e.g. electric vehicles) applications — within a range that’s reasonable for investors and businesses to plan around.
“Lithium has swung from like $6,000 [per ton] to $80,000, back down to $9,000, and now it’s at $11,000 or $12,000,” Klein told me. “But $11,000 or $12,000 is not a high enough price for a company to build a plan that’s going to take three to five years. They need $20,000 to $25,000 now as a minimum for them to make a $2 billion dollar investment.” When prices for lithium get up to “$50,000, $60,000, or $70,000, then it becomes a problem because battery makers can’t make money.”
Both the Biden and Trump administrations have taken more active steps to secure a U.S. or allied supply chain for valuable inputs, including rare earth metals. But Klein’s proposed reserve looks to balance government intervention with a diverse, private-sector led industry.
The reserve would be more broad-based than price floor schemes, where a major buyer like the Defense Department guarantees a minimum price for the output from a mine or refining facility. This is what the federal government did in its deal with MP Materials, the rare earths miner and refiner, which secured a multifaceted deal with the federal government earlier this year.
Klein estimates that the cost in the first year of the strategic lithium reserve could be a few billion dollars — on the scale of the nearly $2.3 billion loan provided by the Department of Energy for the Thacker Pass mine in Nevada, which also saw the federal government take an equity stake in the miner, Lithium Americas.
Ideally, Klein told me, “there’s a competition of projects that are being presented to prospective funders of those projects, and I want private market actors to decide, should we build more Thacker Passes or should we do the Smackover?” referring to a geologic formation centered in Arkansas with potentially millions of tons of lithium reserves.
Klein told me that he’s trying to circulate the proposal among industry and policy officials. His hoped is that as the government attempts to come up with a solution to Chinese dominance of the lithium industry, “people are talking about this idea and they’re saying, Oh, that’s actually a pretty good idea.”
Current conditions: After a two-inch dusting over the weekend, Virginia is bracing for up to 8 inches of snow • The Bulahdelah bushfire in New South Wales that killed a firefighter on Sunday is flaring up again • The death toll from South and Southeast Asia’s recent floods has crossed 1,750.

President Donald Trump’s Day One executive order directing agencies to stop approving permitting for wind energy projects is illegal, a federal judge ruled Monday evening. In a 47-page ruling against the president in the U.S. District Court for the District of Massachusetts, Judge Patti B. Saris found that the states led by New York who sued the White House had “produced ample evidence demonstrating that they face ongoing or imminent injuries due to the Wind Order,” including project delays that “reduce or defer tax revenue and returns on the State Plaintiffs’ investments in wind energy developments.” The judge vacated the order entirely.
Trump’s “total war on wind” may have shocked the industry with its fury, but the ruling is a sign that momentum may be shifting. Wind developers have gathered unusual allies. As I wrote here in October, big oil companies balked at Trump’s treatment of the wind industry, warning the precedents Republican leaders set would be used by Democrats against fossil fuels in the future. Just last week, as I reported here, the National Petroleum Council advised the Department of Energy to back a national permitting reform proposal that would strip the White House of the power to rescind already-granted licenses.
Back in October, I told you about how the head of the world’s biggest metal trading house warned that the West was getting the critical mineral problem wrong, focusing too much on mining and not enough on refining. Now the Energy Department is making $134 million available to projects that demonstrate commercially viable ways of recovering and refining rare earths from mining waste, old electronics, and other discarded materials, Utility Dive reported. “We have these resources here at home, but years of complacency ceded America’s mining and industrial base to other nations,” Secretary of Energy Chris Wright said in a statement.
If you read yesterday’s newsletter, you may recall that the move comes as the Trump administration signals its plans to take more equity stakes in mining companies, following on the quasi-nationalization spree started over the summer when the U.S. military became the largest shareholder in MP Materials, the country’s only active rare earths miner, in a move Heatmap's Matthew Zeitlin noted made Biden-era officials jealous.
NextEra Energy is planning to develop data centers across the U.S. for Google-owner Alphabet as the utility giant pivots from its status as the nation’s biggest renewable power developer to the natural gas preferred by the Trump administration. The Florida-based company already had a deal to provide 2.5 gigawatts of clean energy capacity to Facebook-owner Meta Platforms, and also plans gas plants for oil giant Exxon Mobil Corp. and gas producer Comstock Resources. Still, NextEra’s stock dropped by more than 3% as investors questioned whether the company’s skills with solar and wind can be translated to gas. “They’ve been top-notch, best-in-class renewable developers,” Morningstar analyst Andy Bischof told Bloomberg. “Now investors have to get their head around whether that can translate to best-in-class gas developer.”
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In October, Google backed construction of the first U.S. commercial installation of a gas plant built from the ground up with carbon capture. The project, which Matthew wrote about here, had the trappings to work where other experiments in carbon capture failed. The location selected for the plant already had an ethanol facility with carbon capture, and access to wells to store the sequestered gas. Now the U.S. could have another plant. In a press release Monday, the industrial giant Babcock and Wilcox announced a deal with an unnamed company to supply carbon capture equipment to an existing U.S. power station. More details are due out in March 2026.
Executives from at least 14 fusion energy startups met with the Energy Department on Monday as the agency looks to spur construction of what could be the world’s first power plants to harness the reaction that powers the sun. The Trump administration has made fusion a priority, issuing a roadmap for commercialization and devoting a new office to the energy source, as I wrote in a breakdown of the agency’s internal reorganization last month. It is, as Heatmap’s Katie Brigham has written, “finally, possibly, almost time for fusion” as billions of dollars flow into startups promising to make the so-called energy source of tomorrow a reality in the near future. “It is now time to make an investment in resources to match the nation’s ambition,” the Fusion Industry Association, the trade group representing the nascent industry, wrote in a press release. “China and other strategic competitors are mobilizing billions to develop the technology and capture the fusion future. The United States has invested in fusion R&D for decades; now is the time to complete the final step to commercialize the technology.” Indeed, as I wrote last month, China has forged an alliance with roughly a dozen countries to work together on fusion, and it’s spending orders of magnitude more cash on the energy source than the U.S.
Founded by a former Google worker, the startup Quilt set out to design chic-looking heat pumps sexy enough to serve as decor. Investors like the pitch. The company closed a $20 million Series B round on Monday, bringing its total fundraising to $64 million. “Our growth demonstrates that when you solve for comfort, design, and efficiency simultaneously, adoption accelerates,” Paul Lambert, chief executive and co-founder of Quilt, said in a statement. “This funding enables us to bring that experience to millions more North American homes.”