Sign In or Create an Account.

By continuing, you agree to the Terms of Service and acknowledge our Privacy Policy

Daily

What’s Powering Clean Energy

Notes from Heatmap’s second Energy Entrepreneurship Summit.

A tokamak.
Heatmap Illustration/Getty Images

I’m writing from Washington, D.C., today, after having the privilege of watching (and moderating) Heatmap’s second Energy Entrepreneurship Summit this morning. We heard from folks leading in a variety of technologies — geothermal, batteries, fusion, conventional nuclear — but I was struck by a few common themes.

The first was the new wave of excitement about fusion energy and how, in some ways, the artificial intelligence boom has reinvigorated the fusion conversation. Much like fusion, AI was a long-prophesied technology that made steady, iterative improvements over time — and then, one day, delivered a transformative product in the form of ChatGPT. I’m not sure if fusion has yet had a raw technological improvement on par with the transformer, the neural network innovation that preceded today’s AI chatbots and agents, but fusion startups have reported significant improvements in recent years. The industry believes — as do some fusion-pilled policymakers — that they will have commercial reactors on the grid by the mid-2030s.

The second is the degree to which surging electricity demand is pushing forward clean energy across the board. Although many (but not all) hyperscalers prefer to buy clean energy, the raw demand for power is fueling confidence among energy developers and technologists of all stripes. It’s great to make a commodity whose price is rising. At some point, this link between AI and electricity may become turbulent for developers — but we’re not there yet.

The final note is the degree to which U.S.-China competition now dominates conversations around the energy industry and the economy more broadly. I can remember a time when it was somewhat peculiar to point out that some forms of energy prowess strengthened the country’s national security — and that if the U.S. did not work those muscles, then China would. There was little overlap between the clean energy and security conversations. Now, the rise of globally competitive Chinese “electrotech” firms such as BYD, Xiaomi, and CATL has almost united the two discourses.

There is a growing recognition, too, that America will have to reindustrialize to compete. Policymakers sometimes talk about how the U.S. should use its (for now) still strong R&D apparatus to develop “leapfrog” technologies that can surpass Chinese products. But as America has by now repeatedly discovered, simply inventing a new technology is not enough. Creating an export industry — not to mention a business — actually requires commercializing that technology and scaling it. And that will entail the rudiments of an advanced industrial economy: more hardware factories, a larger grid, more manufacturing and process engineers.

These concerns over basic competitiveness colored discussions of even the most advanced technologies. Jackie Siebens, a vice president at the fusion startup Helion, said she was worried that fusion is going to “follow a story we’ve seen before,” where the United States demonstrates fusion first, “but China scales much more broadly.” Representative Don Beyer, a Democrat from Virginia who champions fusion, brought up a more fundamental concern: China is graduating hundreds of nuclear PhD engineers every year, he said, while America is only graduating a few dozen.

If affordability makes up one half of our new energy era, then these questions around competitiveness might be the other half. We’ll explore them, I’m sure, in the future. For now, thanks, as always, for reading.

Blue

You’re out of free articles.

Subscribe today to experience Heatmap’s expert analysis 
of climate change, clean energy, and sustainability.
To continue reading
Create a free account or sign in to unlock more free articles.
or
Please enter an email address
By continuing, you agree to the Terms of Service and acknowledge our Privacy Policy
Energy

Americans Now Blame Data Centers for Their Rising Power Bills

Our latest Heatmap Pro poll found one big reason why public support for data centers has plummeted.

A data center and an electric bill.
Heatmap Illustration/Getty Images

Americans’ support for data centers cratered over the past nine months. Rising electricity prices are a big part of the reason.

A Heatmap Pro poll conducted in May found that seven in 10 Americans would oppose a data center being built near where they live, up from four in 10 when we asked the same question in August 2025. We also polled people on mounting electricity costs, providing them with about a dozen potential explanations for the surge in prices and asking whether they blame each one “a lot,” “a little,” or “not at all.”

Keep reading... Show less
Blue
Adaptation

Get Ready for a Smoky Summer

It’s already been an historic year for wildfires. Even if your community doesn’t burn, you might still be in for hazy air.

Forecasting smoke.
Heatmap Illustration/Getty Images

The nation will mark an unhappy anniversary next week: the worst day for wildfire pollution exposure in U.S. history. On June 7, 2023, the skies over the Acela Corridor turned a sickly mustard yellow due to smoke pouring south from fires in northern Quebec; New York City recorded its unhealthiest ever score on the Air Quality Index at 484, more than 300 points above what’s considered healthy. In the years since, we’ve come to better understand the dangers of such “smoke events.” A study published earlier this year by researchers at UCLA was the first to estimate deaths specifically from long-term exposure to wildfire smoke, finding that it kills more than 24,000 people in the U.S. every year — more people than murderers.

The 2026 wildfire season is already one for the books. Fires had burned 2.4 million acres in the U.S. as of Monday, nearly double the 10-year average for the start of June. And the months ahead don’t look good — about 17% of the country is already in extreme drought, and an all-but-certain El Niño will bring warmer, drier conditions to the already volatile Northwest and suppress or delay monsoon precipitation elsewhere.

Keep reading... Show less
Blue
AM Briefing

Schoolhouse Hot Rocks

On offshore wind's defense, Three Mile Island, and virtual power plants

The Capitol.
Heatmap Illustration/Getty Images

Current conditions: Heavy hail storms across Belgium, France, and Italy have injured at least 30 people • Powerful winds are churning up dust storms that are blanketing broad swaths of Delhi, India’s capital region • The United Nations just warned that El Niño weather patterns have an 80% chance of returning by September, threatening to supercharge weather extremes.


THE TOP FIVE

1. New York sues the Trump administration over shady offshore wind deals

New York Attorney General Letitia James led a group of Northeast states in a lawsuit against the Trump administration to pay TotalEnergies nearly $1 billion to abandon its two offshore wind leases in the United States. The lawsuit comes on the heels of reporting by Heatmap’s Emily Pontecorvo that found, contrary to the administration’s announcements, the U.S. government’s agreement with Total didn’t actually require any new investments in fossil fuels, as the administration strongly implied, and that the payment may not have actually met the requirements to be drawn from a federal coffer designed to fund legal settlements. “After repeatedly losing in court, this administration cooked up a sham deal to pay a foreign energy company hundreds of millions of taxpayer dollars to abandon offshore wind and invest in oil and gas instead,” James said in a press release. “We are fighting back to stop this illegal agreement that threatens to erase over a thousand union jobs and cheat millions of New Yorkers out of clean, affordable energy.” New Jersey, Connecticut, Maine, Massachusetts, Rhode Island, and Vermont joined the litigation.

Keep reading... Show less
Blue