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Don’t let the political process intimidate you.

Driving less has a lot of benefits. You’ll be healthier than your vehicle-bound peers, about a third of whom don’t walk for more than 10 minutes a week. You’ll cut carbon dioxide, nitrous oxide, and methane emissions. In the process, you’ll probably realize how awful America’s public and active transportation infrastructure is — and may want to do something about it.
The same goes for just about any action you’ll find in Heatmap’s guide to decarbonizing your life. Should it be easier to get a permit to install rooftop solar panels? For sure. Should there be more public chargers to support EV adoption in your community? Without a doubt.
It can be especially overwhelming to think about getting involved in your local political processes when it comes to mobility because the cards are stacked so heavily in drivers’ favor. But it’s far from impossible. Here’s Heatmap’s guide to advocating for better transportation options and infrastructure in your community.
This might be the hardest step of all. To take transportation as an example, most American cities and towns were literally constructed to get drivers from point A to point B as fast as possible — meaning that their design is often actively hostile to anyone who wants to walk, bike, or take mass transit instead. If you put your mind to it, you could probably devise a dozen ways to make your immediate neighborhood friendlier to carless commuters.
Transportation for America’s transit advocate guide has several suggested starting places, including advocating for additional late-night service on a particular bus route, improving access to transit stations or stops (known as first- or last-mile connectivity), and pushing for shuttle services to connect riders with jobs. Petitioning for something like a bike lane, new sidewalk, safer intersections, or a missing crosswalk is another good place to start.
“Focus on one individual project,” Alexa Sledge, the communications director at Transportation Alternatives, a New York City nonprofit promoting non-polluting, safe, and quiet travel, told me. Being clear and focused on what you want — and, importantly, not getting overwhelmed or pulled in multiple directions — will help you achieve your goal. Strong Towns, a nonprofit that supports transportation advocates, calls this step the “humble observation:” identifying where people are struggling in your community and zeroing in on the smallest first possible step to help.
Here’s the excellent news: You aren’t in this fight alone.
Pretty much every major city and metropolitan region in the U.S. has its own transportation advocacy group these days, and you’re potentially just a Google search away from locating yours. (If you can’t find a transportation-specific group, look into local climate or pedestrian organizations, which frequently have overlapping objectives.)
It’s important to link up with others not just because they might already have identified priority projects in your area. Advocating for structural change requires, by definition, allies — and unfortunately, car-centricity is so dominant that transit advocates are often forced to prove the obvious community benefits of things like better bus routes or protected bike lanes.
If you don’t live in an area with an active transit group, nationwide organizations like Transportation for America and Strong Towns can connect with to get the tools, resources, training, and advice you need to start gathering allies.
How do I change a zoning law? Or weigh in on a renewable energy project near me?
Maybe you’re reading this guide because you’re interested in advocating climate-conscious zoning reform or want to weigh in on a wind farm nearby. There is a “profound diversity” of processes to do so from municipality to municipality, and no one-size-fits-all approach. That’s why it’s extra important to get involved with a local advocacy group; veteran organizers in your area can help you navigate the labyrinthine processes of your specific local government.
That said, here are a few things to keep your eyes peeled for:
There is an old urban planning joke about how traffic woes could be fixed by adding just one more lane. (They can’t be). Alas, this is also something of a federal policy; even though the 2021 Bipartisan Infrastructure Law set aside $36 billion to “transform our transportation system,” many states used their flexible funds for things like widening roads. Mass and active transit are often only an afterthought when it comes to funding: the Capital Investment Grants Program, one of the most significant federal programs for transit, is on the chopping block every budget-writing session, and programs like the Highway Trust Fund puts as little as 13% toward mass transit.
It’s our elected officials who make these decisions, though — and it’s their job to listen to their constituents. Here’s a handy page for determining the relevant senators and representatives to contact about federal funding for transit and active mobility policies; for local projects, you’ll want to reach out to your city council members, whose names and email addresses or phone numbers you should be able to find on your city website. And if you feel you’re getting brushed off by city staff when you reach out, focus on the smallest possible steps forward and be persistent (you can learn more strategies here).
The truth is, most people don’t go to their city council meetings. “When you really get down to the local level, there often aren’t as many people fighting, so you really can make a big difference,” Sledge said. Speaking up at hearings, town halls, public comment periods, or city council meetings can result in significant change and progress.
But let’s face it: Because most of us don’t have experience in local activism, telling someone to “go to a city council meeting” is much easier said than done. “The thing to remember is that your city council members work for you,” Sledge said. “They are elected members of your government, and you vote for them, and they are paid with taxpayer money. It’s part of their job to listen to you.”
Doug Gordon, the cohost of The War on Cars, a podcast about the fight against car culture, also suggested taking some of the pressure off yourself. “Don’t feel like you have to give the rousing patriotic speech in defense of the neighborhood bike lane,” he told me. “Just go and listen, and maybe if all that’s asked of you is to raise your hand when they ask how many people support this project, and that’s all you do, great.”
You don’t necessarily need to show up at a town council meeting or a representative’s office, either. Sledge suggested taking smaller steps like a phone call or email, or even just talking to people in your immediate community (for example, if you want a crosswalk outside your kid’s school, start by talking to the school board or other parents). When approaching someone like your city counselor, use language like: “This crosswalk is really important to me. How do I get this done?”
1. Depending on the project you’re pursuing, look up when your local transportation authority is inviting public comments ( here’s an example of what that page looks like in New York City). You can also search for when your state is holding public transportation hearings (here’s what Oklahoma’s looks like) and contact the relevant representatives to express your views. Most likely, though, you’ll be looking for your town’s public meeting schedule (here’s an example of San Jose’s) and seeking a special session related to transportation or a regular business meeting. Virtual hearings have also been common since the pandemic.
2. Research beforehand to learn how to comment publicly in your city or town. This may involve signing up on the town’s website or on a sign-in sheet when you arrive at the hearing.
3. In most cases, during the public comment portion of the city council meeting, you can address the council on any public issue (it does not have to be on the agenda). Again, check your city or town’s website to learn the specifics of procedures. Also, be aware of the time limit for your comments; generally, you’ll have about three minutes.
When you’re called on:
During your comment, you will probably see a timer somewhere in the room to help you track how long you have left to speak. The best comments are short and concise. Even if you’re frustrated with the process, be polite; remember that your comment can be seen and cited by anyone, including the media. Speak slowly. Here’s a guide for making an effective public comment from the National Resources Defense Council, with a sample script.
“If changing the system was easy,” writes Strong Towns, “we’d have done it long ago.” Many campaigns take years to come to fruition — being persistent and building a consensus, so advocates are working together toward the same cause, are two of the biggest lessons for success that Transportation for America stresses in their case studies.
It may take getting creative. Join the greater transportation advocacy community; listen to relevant podcasts, read related books, watch relevant YouTube videos, and learn from other campaigns. “You need a website, you need a public petition, and you need a T-shirt, because otherwise you’re just somebody with an opinion,” Rob Goodspeed, a founder of Trains Not Lanes, which successfully convinced Michigan’s Department of Transportation to drop highway expansion plans, told Streetsblog.
And when you do finally succeed? Celebrate. Promote it. Share your lessons with other organizers. Then identify a new project and begin again.
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On ‘precariously low’ oil stockpiles, China’s ammonia milestone, and a PFAS destroyer
Current conditions: The wildfires in France and Europe are slowing, but three firefighters have died and the looming heat wave could bring yet more disaster • New York and New Jersey are facing flash floods as a storm system makes its way across the Northeast United States • Days of thunderstorms are causing floods across Vientiane, Laos’ sprawling capital.
Last month, I toured Commonwealth Fusion Systems’ headquarters in small-town central Massachusetts. The place was abuzz in activity. On the factory floor side, workers were assembling the magnets needed to ultimately form the torus-shaped reactor — think a giant doughnut with an interior that curves like the core of an apple — called the tokamak. On the actual reactor side, SPARC — the prototype that CFS expects will make history next year as the first private enterprise and only tokamak to ever generate more energy that it took to start the fusion reaction — was starting to look like a functional machine from my view on a second-story walkway overlooking the sterile assembly room. The old joke that fusion is the energy source of tomorrow — and always will be — certainly didn’t ring as funny now. I’ll tell you who isn’t laughing: All the new investors that just poured another $1 billion into CFS. The company announced its latest funding round early this morning, which brings the startup’s total fundraising since its launch as a spinout from the Massachusetts Institute of Technology in 2018 to $4 billion. CFS now accounts for 30% of all the private capital that has flowed into fusion. What distinguishes this round, my colleague Katie Brigham wrote, is that the money is coming from a bunch of institutional investors, such as pension funds and sovereign wealth funds, rather than venture capitalists. On a call with reporters this week, CFS’s newly-named chief financial officer, Lorence Kim, said it’s the first-time institutional investors comprised the majority of the new funding. When I asked the company’s spokeswoman for a percentage estimate breaking down the new versus old investors in this round, she declined to comment. Kim cautioned that the funding isn’t the kind of capital you raise before launching on a stock market. But his hire is notable. The former Goldman Sachs banker famously helped take the pharmaceutical giant Moderna public and held the top financial role through the start of the Covid-19 pandemic.
Meanwhile, a federal Superfund site at a facility in Kentucky once used to enrich uranium for atomic bombs is being transformed into a data center. On Wednesday, the Department of Energy announced a deal between investment giant Brookfield, utility behemoth NextEra Energy, and three local power providers to redevelop portions of the Paducah site into a $100 billion data center campus. “By transforming former DOE sites into engines of innovation and economic growth, we can revitalize communities with increased tax revenue and thousands of jobs, while also strengthening America’s energy security,” Secretary of Energy Chris Wright said in a press release.
The Federal Reserve held the country’s benchmark interest rate steady at Wednesday’s meeting of the U.S. central bank’s top brass. But three bank presidents voted to increase rates as renewed fighting in Iran sent energy prices upward. The dissent “underscored officials’ fraying patience with looking past another price shock on the heels of tariff-related increases last year and with robust demand stemming from the artificial-intelligence buildout,” The Wall Street Journal reported. That is, of course, bad news for renewables and other clean energy developers who rely on cheap upfront money to build, as my colleague Matthew Zeitlin has written.
But there are potentially bigger problems afoot for American energy consumers. U.S. crude stockpiles fell sharply last week as American refineries ramped up production to seize on surging fuel prices as fighting erupted in Iran. The stocks have now reached “precariously low” levels, analysts told the Financial Times, meaning there’s far less cushion if the war worsens the supply shock.
Last month, the energy team at the liberal policy shop Third Way assembled 100 swing voters from across the country to talk about the data centers that poll after poll shows are becoming less and less popular, to put it mildly. The conclusion of the discussions was this: “America’s opposition to data centers has less to do with their feelings about artificial intelligence and more to do with their anger and distrust of large corporations and government.” The findings, shared with me exclusively in advance, showed that most participants were open to a new data center if they believed it would come with tangible benefits for their communities. While some investors, such as “Shark Tank” star Kevin O’Leary, have tried to present those offerings, “the trust isn’t there.” While Emily Becker, the director of Communications for Third Way’s Climate and Energy Program, told me she was “not surprised by how much opposition there was, what was heartening is people understood that benefits were possible. They just didn’t think they would receive them.”
Speaking of data centers and the public trust: NV Energy has accused one of the biggest developers of data centers in Nevada of attempting to illegally bypass state regulators to determine through private arbitration how and when the Berkshire Hathaway-owned utility should provide power to its operations. The lawsuit, filed Friday in Washoe County’s Second Judicial District Court, alleges that the developer, Tract, is trying to skirt the usual process by which the state Public Utilities Commission determines what share of the utility’s electricity should go to the large power user. Tract, according to the complaint, “wants NV Energy to reserve and provide enormous amounts of power for Tract's private development while shifting the infrastructure and energy costs to Nevada families, small businesses, and existing customers who did not cause them.” Sorting out those questions through arbitration would help to “keep these issues hidden” from state regulators and the public, NV Energy said, according to The Nevada Independent.
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When the Biden administration attempted to overhaul regulations on electrical transformers to make the key grid components more efficient, the proposal drew fierce bipartisan pushback amid a years-long nationwide shortage of the equipment. Ultimately, the Biden administration backed down and changed the proposal after receiving public comments. That would have seemed to provide some certainty for factories. But just two years after the final rule won acclaim from across the industry, the Trump administration is now considering revising the requirements for rules set to take effect in 2029. “We’re not aware of anyone asking for this,” Andrew deLaski, executive director of the Appliance Standards Awareness Project, told Utility Dive. The group supported the 2024 transformer rule and other stricter efficiency requirements DOE finalized during the Biden administration.
China has signaled it’s planning to take on what Bloomberg described as a bigger role in steering global negotiations over climate change. The 15th five-year plan published Monday by the Ministry of Ecology and Environment and other key agencies outlines how Beijing “will constructively lead the multilateral governance process to address climate change” and states that “China’s influence, guiding capacity, shaping power, and moral appeal in global climate governance will be significantly enhanced” through the end of the decade. Beijing is already looking to increase how much renewable energy it consumes, as I told you last week.
As you may recall, China is going all in on figuring out how to make green hydrogen work, especially now that the People’s Republic is throwing everything at the wall to diversify its domestic supply of fuels as the Iran War chokes off its regular supply of hydrocarbons. One of the trickier questions with green hydrogen is how to ship the world’s small molecules without leaks. A popular solution is to convert the hydrogen into green ammonia. On Tuesday, SPIC Green Energy announced the successful loading of 3,750 metric tons of green ammonia produced in Jilin Province onto a vessel at the Lianyungang Port in Jiangsu Province and shipped to South Korea. “The shipment represents the world’s largest single-batch delivery of green ammonia,” analyst Jian Wu wrote in his China Hydrogen Bulletin newsletter. “It marks China’s transition from technical demonstration to large-scale international commercial delivery.”
A company promising to put an expiration date on so-called forever chemicals just raised a bunch of money to bring its technology to market. Claros Technologies is developing a proprietary system that can break down the per- and polyfluoroalkyl substances, or PFAS, contaminating millions of Americans’ drinking water systems. This week, the startup closed a $55 million Series B financing round. “Over the past year, Claros has crossed the threshold from breakthrough technology to successful commercial reality,” CEO Michelle Bellanca said in a statement.
Risk-averse but deep-pocked institutional investors join the party.
When the Fusion Industry Association surveyed the sector earlier this month, it found that the industry’s 56 active companies had collectively raised more than $14.2 billion over the past five years. But an ever-larger share of that money is ending up in the hands of one startup: Commonwealth Fusion Systems.
With its latest $1 billion funding round, announced today, the MIT spinout now accounts for nearly 30% of all capital in the industry. The new financing, led by a wave of institutional investors entering the sector for the first time, will support construction of the company’s first commercial power plant in Chesterfield County, Virginia, which CEO Bob Mumgaard says is on track to come online in the early 2030s.
In a media briefing, Mumgaard noted that this latest raise marks “the largest single funding round among fusion energy companies since our last large round of $1.8 billion in 2021.” It brings the total capital raised by CFS to an even $4 billion as the company races to complete construction of SPARC, its demo reactor. If all goes according to plan, it should begin operating sometime next year, proving out the physics and engineering approach underpinning ARC, the planned commercial plant.
The new financing deviates from the typical venture capital round, as it brings in a broad but unnamed mix of “large pension funds, sovereign wealth funds, infrastructure funds doing project finance, and industrial corporates.” These risk-averse investors would typically steer clear of expensive, first-of-a-kind facilities, demonstrating the degree to which CFS has succeeded in building confidence in an industry long critiqued for overpromising and underdelivering.
The company credits the trust it built to its extensive peer-reviewed research as well as its decision to build a tokamak — widely regarded as the most mature fusion reactor design. “I don’t think there’s any other company that’s been as transparent and open with their physics and how it actually works,” Katie Rae, CEO and managing partner at Engine Ventures, told me. Rae has participated in every one of CFS’s funding rounds, and while she says her firm has evaluated virtually every startup in the sector, the company remains its only fusion investment.
But even flush with institutional capital, Mumgaard is clear that the company will need billions more to fully finance ARC and the numerous reactors to follow. It’s unclear where exactly that money will come from, though he’s pushing for government involvement. Alongside the Fusion Industry Association, Mumgaard is advocating for a one-time, roughly $10 billion federal infusion of cash into the broader industry to expand public-private partnerships, build shared research infrastructure, and help finance first-of-a-kind plants in an effort to keep pace with China’s rapidly growing fusion program.
According to reporting from Politico, a Department of Energy official told CFS and other fusion companies that such a level of federal funding is “unrealistic in this environment.” But though insiders argue it’s what the industry needs to scale, Rae says CFS doesn’t depend on it. “I think it is the right kind of investment to make, but we didn’t count on it from an investor perspective,” she told me.
One obvious alternative is the public markets. The IPO window for climate tech has reopened, with geothermal giant Fervo and nuclear fission startup X-energy both completing successful public offerings in recent months. SPACs have also made a comeback, as numerous nuclear companies are opting for this faster, though riskier, path to the public markets. But CFS’s newly appointed CFO, Lorence Kim, said during the briefing that this latest round proves “that the private markets have a lot of capital to deploy toward our mission.” Whether an IPO is in the company’s near future remains an open question, though he cautioned against interpreting his hiring as any indication of “IPO prep in a specific way.”
For what it’s worth though, Kim has taken another high-profile, pre-revenue startup public before: Moderna. As CFO from 2014 to 2020, he helped the company scale its mRNA platform and lead its blockbuster $600 million IPO in late 2018 — the largest ever in the biotech industry at the time. Notably, this all happened before Moderna had an approved product or the Covid pandemic made its signature vaccine a household name, similar to where Commonwealth finds itself today.
“Moderna was in this moment in time where the science worked, and the strategy was focused on execution and scale and deploying capital in a way that could enable real impact on the world,” Kim explained. CFS is now at the same juncture, he said. “And so in the same way that Moderna industrialized mRNA and made it inevitable and made it ubiquitous, it was really clear to me that CFS could do the same for fusion.”
Of course, CFS is not alone in its confidence — other fusion companies are equally bullish on their own approach. Take Inertia Enterprises, a Lawrence Livermore National Laboratory spinout, which last week unveiled its own commercial roadmap for a laser-driven fusion reactor. The company emphasized it’s the only one to have definitively demonstrated the viability of its underlying physics in a real-world experiment, rather than through theoretical work or simulations.
Or take Helion, which has raised $1.5 billion and secured a highly ambitious power purchase agreement with Microsoft to supply electricity to the tech giant by 2028. Or Pacific Fusion, which netted a staggering $900 million Series A to be doled out in milestone-based tranches. There are dozens of others — many with hundreds of millions in funding — pursuing a range of approaches that some of the field’s brightest minds consider technically feasible.
But when I mused to Rae about how exciting it is that institutional investors now appear willing to back an industry once viewed as bordering on science fiction, she was quick to correct me.
“They’re willing to bet on Commonwealth Fusion — that’s what you mean.”
At least one hyperscaler’s big bets seem to be paying off.
This is an edition of Heatmap Daily, an evening review of the day’s news written by our executive editor. Sign up for it here.
Good evening. Let’s start with the news. Meta and Microsoft released their most recent quarterly earnings this evening, and Wall Street was watching to figure out if their enormous AI spending plans are paying off. We were watching because those proposals are shaping one of the most important energy stories today: the data center boom and the sharp return of electricity demand.
The returns were … mixed. Meta missed analysts’ estimates, and its profit fell 14% from the same quarter a year earlier. It increased the lower bound of how much it plans to spend on capital expenditures such as data centers this year, from $125 billion to $130 billion, but left the upper bound of $145 billion unchanged.
Microsoft, meanwhile, said its AI investments are starting to pay off. Revenue at its cloud business, which uses its data center space, increased by 43%, more than analysts expected. It spent $41 billion on capital expenses in the three months ending in June.
Meta’s stock was down 7% in after-hours trading, while Microsoft is up 8%. When Heatmap surveyed climate insiders last year, they ranked Microsoft as among the most decarbonization-friendly hyperscaler and Meta as among the worst.
Permitting odds up — thanks to Shift Key?
I do not regularly follow such things, but this afternoon I was told that the Kalshi market for “Will permitting reform become law this year?” surged to 77% today after trading for days around 50%:
I have no idea why it budged today, but perhaps what moved the market was our new episode of the Shift Key podcast (Apple, Spotify). On today’s show, I spoke with Daniel Palken, a former Capitol Hill policy staffer now at Arnold Ventures, about the current state of permitting reform negotiations in Congress. While we don’t know the exact shape of a deal yet, permitting reform is likely to be the biggest new policy for clean energy that we could get by the end of the year.
Daniel is a fantastic guide to the negotiations, and if you’re curious about the policy at all, I recommend that you listen. Here are few of my takeaways from the conversation:
1. A permitting reform deal will probably have six buckets.
They are (1) changes to the National Environmental Policy Act and the judicial review process that environmental studies face after completion; (2) reforms to the transmission process; (3) changes to the Clean Water Act; (4) a deal to make it harder for presidents to yank permits from approved projects; (5) changes to the National Historic Preservation Act, and (6) “everything else,” a grab bag of smaller fixes including to geothermal energy.
2. Wonky committee politics are shaping the deal.
The National Historic Preservation Act, for instance, is an archeological law that hasn’t been in the mix for previous reform proposals. It’s up for discussion now because Senator Mike Lee of Utah chairs the Senate Energy and Natural Resources Committee — and the NHPA is the major environmental bill under his jurisdiction. Likewise, observers think that a permitting deal has a much better shot of passing during this Congress (as compared to next year) because of an expected series of changes to committee chairs.
3. It’s way, way better to hook data centers to the power grid than run them off behind-the-meter power plants — even if they run off 100% natural gas.
Any permitting reform proposal will seek to expand the transmission system. That could have big benefits for the emissions intensity of data centers. Why? I’ll let Daniel explain:
If you look at the data centers that are hooking up off grid — when they’re not using repurposed jet engines, they’re using 20% thermally efficient gas plants. Whereas if you’re hooked up to the grid, there’s really two types of gas plants that live on the grid. There’s like 60% efficient combined-cycle gas turbines, which are most of the gas power that’s generated, and then there’s peaker [plants], which have low efficiency, but are run at capacity factors of like 5% — so from an emissions perspective, they don’t matter all that much.
So even if solar and wind didn’t exist at all, and nuclear didn’t exist, and hydro didn’t exist, it would still be a much, much cleaner option [to connect data centers to the power grid]. Like we’re talking factors of three in efficiency to connect your data center to the grid if it was purely powered by gas, which is, I think, an important point to understand.
I thought that was an interesting point, and while I’d seen some of those ideas in isolation, I’d never seen them laid out in one place. (And even if grid-scale gas plants are much more efficient than behind-the-meter plants, it’s still even better to power data centers with solar, batteries, and other clean firm power plants — which is also easier when they’re hooked up to the grid.)
I’ll stop glossing the episode and just link to it one more time. Thanks for reading.