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Economy

Sheldon Whitehouse.
AM Briefing

Blue Wall

On supersonic gas, space solar, and Japanese fusion

Economy

The Case for a Strategic Lithium Reserve

One longtime analyst has an idea to keep prices predictable for U.S. businesses.

Green
AM Briefing

Positive Spin

On rare earth refining, gas with CCS, and fusion goes to Washington

Green
AM Briefing

Nuclear Strategy

On MAHA vs. EPA, Congo’s cobalt curbs, and Chinese-French nuclear

Green
Solar panel installation.

Solar Stunner

On MARVEL’s market, a climate retraction, and Eavor’s geothermal milestone

Blue
Green tech and countries.

The Future of Climate Tech Is Emerging in Some Unexpected Places

A new model from Johns Hopkins’ Net Zero Industrial Policy Lab uses machine learning to predict tomorrow’s industrial powerhouses.

Green
AM Briefing

Smog Unchecked

On diesel backup generators, Chinese rare earths, and geothermal milestones

Automobile exhaust.
<p>Heatmap Illustration/Getty Images</p>

Current conditions: A polar vortex is sending Arctic air across the Upper Midwest and Northeast, bringing more than a foot of snow to parts of Michigan • In the Pacific Northwest, an atmospheric river is set to bring rain showers on the coast and snow inland • The death toll from flooding across Southeast Asia has surpassed 1,300.

THE TOP FIVE

1. Calling EVs a ‘scam,’ Trump leans in on gasoline cars

The Department of Transportation is poised to significantly weaken fuel efficiency requirements for tens of millions of new cars and light trucks, President Donald Trump announced Wednesday. Heatmap's Robinson Meyer explained: “The United States essentially has two ways to regulate pollution from cars and light trucks: It can limit greenhouse gas emissions from new cars and trucks, and it can require the fuel economy from new vehicles to get a little better every year. Trump is pulling screws and wires out of both of these systems.” Flanked by auto executives in the Oval Office, Trump announced that new vehicles in 2031 would only need to average 34.5 miles per gallon, down from the 50 miles per gallon goal the Biden administration set. While carmakers publicly cheered the move, executives “privately fretted” to The New York Times “that they are being buffeted by conflicting federal policies” after spending billions of dollars to prepare to manufacture electric vehicles.

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AM Briefing

Trump’s SMR Play

On black lung, blackouts, and Bill Gates’ reactor startup

Donald Trump and Chris Wright.
<p>Heatmap Illustration/Getty Images</p>

Current conditions: The Northeastern U.S. is bracing for 6 inches of snow, including potential showers in New York City today • A broad swath of the Mountain West, from Montana through Colorado down to New Mexico, is expecting up to six inches of snow • After routinely breaking temperature records for the past three years, Guyana shattered its December high with thermometers crossing 92 degrees Fahrenheit.

THE TOP FIVE

1. Energy Department shells out $800 million to two nuclear projects

The Department of Energy gave a combined $800 million to two projects to build what could be the United States’ first commercial small modular reactors. The first $400 million went to the federally owned Tennessee Valley Authority to finance construction of the country’s first BWRX-300. The project, which Heatmap’s Matthew Zeitlin called the TVA’s “big swing at small nuclear,” is meant to follow on the debut deployment of GE-Hitachi Nuclear Energy’s 300-megawatt SMR at the Darlington nuclear plant in Ontario. The second $400 million grant backed Holtec International’s plan to expand the Palisades nuclear plant in Michigan where it’s currently working to restart with the company’s own 300-megawatt reactor. The funding came from a pot of money earmarked for third-generation reactors, the type that hew closely to the large light water reactors that make up nearly all the U.S. fleet of 94 commercial nuclear reactors. While their similarities with existing plants offer some benefits, the Trump administration has also heavily invested in incentives to spur construction of fourth-generation reactors that use coolants other than water. “Advanced light-water SMRs will give our nation the reliable, round-the-clock power we need to fuel the President’s manufacturing boom, support data centers and AI growth, and reinforce a stronger, more secure electric grid,” Secretary of Energy Chris Wright said in a statement. “These awards ensure we can deploy these reactors as soon as possible.”

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