You’re out of free articles.
Log in
To continue reading, log in to your account.
Create a Free Account
To unlock more free articles, please create a free account.
Sign In or Create an Account.
By continuing, you agree to the Terms of Service and acknowledge our Privacy Policy
Welcome to Heatmap
Thank you for registering with Heatmap. Climate change is one of the greatest challenges of our lives, a force reshaping our economy, our politics, and our culture. We hope to be your trusted, friendly, and insightful guide to that transformation. Please enjoy your free articles. You can check your profile here .
subscribe to get Unlimited access
Offer for a Heatmap News Unlimited Access subscription; please note that your subscription will renew automatically unless you cancel prior to renewal. Cancellation takes effect at the end of your current billing period. We will let you know in advance of any price changes. Taxes may apply. Offer terms are subject to change.
Subscribe to get unlimited Access
Hey, you are out of free articles but you are only a few clicks away from full access. Subscribe below and take advantage of our introductory offer.
subscribe to get Unlimited access
Offer for a Heatmap News Unlimited Access subscription; please note that your subscription will renew automatically unless you cancel prior to renewal. Cancellation takes effect at the end of your current billing period. We will let you know in advance of any price changes. Taxes may apply. Offer terms are subject to change.
Create Your Account
Please Enter Your Password
Forgot your password?
Please enter the email address you use for your account so we can send you a link to reset your password:
Heat pumps are cool. Neighborhood geothermal might be cooler.

A landmark project with major implications for how Americans could cleanly heat and cool their homes broke ground in Framingham, Massachusetts, on Monday.
Eversource, the largest gas and electric utility in New England, began construction on its first “networked geothermal” system. The company will connect 32 residential and five commercial buildings in a single neighborhood to underground water pipes, which will draw on the steady temperature of the ground beneath the earth’s surface to air condition and heat the buildings without fossil fuels.
Clean energy advocates across the country are looking to the demonstration as a test of the idea that natural gas utilities can remain in business in a decarbonized world by managing a network of pipes filled with water instead of climate-warming gas.
“I would say it's not just being watched nationally, it's being watched globally,” Zeyneb Magavi, the co-executive director of the Massachusetts-based clean energy nonprofit HEET, told me. Magavi and her partner, Audrey Schulman, dreamed up the idea of transforming gas utilities into geothermal utilities several years ago, and were instrumental in getting Eversource to consider the project.
“If they succeed enough, and I have no doubt they will, they're gonna be the founding install of a new utility that's going to be the foundation of our future energy system,” she said. “It's not that often that you get to give birth to a new utility.”
Geothermal heating systems have been around for nearly a century, and are known for being incredibly efficient. You may have heard of air-source heat pumps, commonly referred to simply as heat pumps, which function like an air conditioner in the summer and a furnace in the winter by transferring heat inside and outside the building. Geothermal heat pumps work similarly, but they use the ground as a source and sink for heat, rather than the ambient air. (They are different, but related to geothermal power plants, which tap into much hotter reservoirs underground to generate electricity.) Since the ground is a more stable temperature than the air, geothermal heat pumps require less energy. Networked geothermal systems have the potential to reduce energy use even more.
Many individual homes and buildings run on geothermal heating systems today, but all the drilling and piping translates into big upfront costs. Magavi told me the spark of HEET’s idea for a neighborhood-wide system dates back to 2008, when she wanted to install geothermal at her own home, but couldn’t afford it. Later, when she joined HEET and began thinking about what a future without gas could look like, she and Schulman discovered geothermal projects elsewhere in the country, such as a small town in Iowa, and a college campus in Colorado, where multiple buildings were linked to the same pipes. The systems didn’t seem all that different from the gas distribution networks they were looking to replace.
The project in Framingham involves building a new set of pipelines alongside the gas system. Each participating building will get a service pipe connecting it to a main horizontal line that runs through the neighborhood, which is in turn connected to a series of vertical lines that go about 500 feet deep. Water runs through the system, bringing heat up from the ground and delivering it to heat pumps inside the buildings in the winter, or absorbing heat from the homes and dumping it back underground in the summer.

The whole system is expected to be up and running by the fall. Eversource estimates the project will cost $14.7 million, and has received approval from regulators to pay for it with ratepayer funds, spread across its entire customer base. Participants will not pay any additional fees on top of the cost to run the heat pump equipment on their electricity bill. They will retain their existing heating and cooling systems, and will have the option to go back to them after the two-year pilot period.
Residents could see a 20% reduction in energy costs, according to Eversource, and around a 60% decrease in carbon emissions, taking into account the current electricity supply. The company will be gathering data throughout the pilot to confirm the actual cost, energy, and carbon savings of the project. “We also want to make a strong business case for why this should be done by the utility and why it makes sense for us to be building out systems like this,” said Eric Bosworth, the senior program manager for clean technologies at Eversource.
Magavi and Schulman see networked geothermal as an elegant solution to one of the biggest challenges of tackling climate change: avoiding what’s known as the utility death-spiral. If people begin swapping out their natural gas heaters for electric heat pumps, they will drive up costs for remaining gas customers, which will motivate more people to go electric, and inflate gas bills even more.
Geothermal presents a path for utilities to retain their customers. They already have the expertise to build and manage underground pipelines and heating equipment. And Magavi argues that if utilities take on the up front costs, it would give people more equitable access to clean energy. “You can just sign up with the utility — you don't have to have upfront capital, knowledge, or time,” she said. “That equity of access is something that is necessary for a just transition.”
If geothermal heating and cooling were to really take off, it could also help with another major climate challenge — the electric grid. The switch to electric vehicles and heat pumps is going to require a massive expansion of clean electricity resources and transmission and distribution wires. Widespread adoption of geothermal heat pumps could minimize that buildout. Boswoth told me that geothermal networks could be strategically deployed in areas that are electrically constrained.
Many climate advocates also like the idea because it presents a clear transition opportunity for natural gas workers, like those in the Plumbers and Pipefitters Union that build and maintain gas pipelines. “Networked geothermal systems could be a promising option for providing high road job opportunities to these workers,” Jenna Tatum of the Building Electrification Institute told me.
But that’s one aspect of the promise of networked geothermal that the Framingham project won’t be demonstrating. Eversource hired a third party construction company and hasn’t entered an agreement with any unions yet, although Bosworth said the company was actively engaged with the Pipefitters Union regarding longer-term geothermal plans.
The pilot in Framingham will be the first networked geothermal system operated by a utility, but it definitely won’t be the last. Massachusetts regulators have approved a handful of additional networked geothermal projects to be owned and operated by Eversource and another gas utility, National Grid. New York State is also moving forward on a number of utility-owned pilots. Several other states, like Minnesota, have also passed laws that encourage gas utilities to pursue geothermal.
“We expect that we're going to see a pretty significant pilot proposal in [utility] plans modeled after the work that's been done out East,” Joe Dammel, managing director of buildings for Fresh Energy, a Minnesota-based clean energy nonprofit, told me.
One challenge that’s come up as the idea has taken off is that no one can seem to agree about what it should be called. While the term is “networked geothermal” in Massachusetts, New York is using “thermal energy network.” Magavi said it’s also been referred to as “community geothermal,” a “thermal highway,” an ATL or “ambient temperature loop,” a “heatnet” and a “5G” network. All of this is further complicated by the fact that the terms “geothermal energy,” “heat pumps,” and “district energy,” can all refer to fundamentally different technologies.
“It’s a nightmare,” she told me. She said she’s initiated a campaign with the National Renewable Energy Laboratory and the Department of Energy to set language standards. “There’s a survey currently going out to everyone to ask them what they think about all the different names.”
The Framingham pilot could be significantly expanded if all goes well. HEET collaborated with Eversource to apply for funding from the Department of Energy for a second networked geothermal system in the city that would be connected to the first one, and was recently awarded a $717,000 grant.
Advocates like Magavi hope these projects will turn into a full-on transition strategy for utilities to move away from a business model based on gas or other fuels. At the groundbreaking on Monday, Eversource chairman, president, and CEO Joe Nolan made a bold statement that seemed to support that notion. “As we transition to a carbon-free future, this is going to be the answer for everybody,” he said. “And it’s all starting right here.”
But when I talked to Bosworth, he qualified that at this point the company sees geothermal as one “tool in the proverbial toolbelt.” Like many utilities, Eversource is also exploring the potential to deliver lower-carbon fuels like biogas and hydrogen through its gas lines.
“We want to take a look at any and all potential pathways and really vet them for what is viable, and what works where,” Bosworth told me. “We will use a combined approach to get to our carbon neutrality goals.”
Log in
To continue reading, log in to your account.
Create a Free Account
To unlock more free articles, please create a free account.
New tariffs and price floors for imported polysilicon aim to protect U.S. producers from Chinese competition.
Almost exactly a month after President Donald Trump’s landmark tax law effectively eliminated a key incentive for solar developers to buy panels made in America, his administration is throwing a lifeline to manufacturers behind the nation’s fastest-growing and quickest-to-deploy source of electricity.
On Thursday afternoon, after the markets closed, the White House announced new tariffs and minimum import prices for imported polysilicon as part of an effort to prop up the domestic supply chain for the primary ingredient in semiconductors and solar panels.
The levies come in response to complaints from polysilicon makers that the dearth of U.S. factories demanding solar-grade polysilicon made it difficult to compete with Chinese giants who benefit from selling both the solar- and microchip-grade versions of the ultra-pure industrial material derived from quartz and sand. The companies made the petition under Section 232 of the Trade Expansion Act of 1962, which gives the White House the power to restrict imports and charge tariffs on imports that demonstrably impair national security.
The Trump administration will impose a 15% tariff on all imports and set baseline prices at which the levies would apply for each component in the solar supply chain. Polysilicon will have a minimum import price of $20 per kilogram. Wafers, the ultra-thin slice of crystalline silicon that acts as the foundation of a photovoltaic cell, and ingots, the silicon material before it’s sliced, will start at $100 per kilogram. Cells, the tiny silicon-based devices that absorb photons from sunlight and break away electrons that generate electrical currents, will have a minimum price of $0.22 per watt. Modules, the completed panels, are $0.38 a watt.
The majority of U.S. solar factories simply assemble wafers and cells into modules, leaving them reliant on imports. But the policy won’t hit all at once. The Commerce Department is giving companies 120 days before the restrictions kick in.
The agency will also set up an incentive program that allows manufacturers that make large capital investments in the U.S. to avoid the worst of the levies. Jeffrey Kessler, the Under Secretary of Commerce in charge of executing on 232 cases, pushed for the provision as a bid to avoid what happened when Europe attempted to protect its own solar manufacturers by setting a minimum import price meant to keep Chinese companies from flooding the market. That policy ended up subsidizing the very Chinese parent companies putting market domination ahead of profits back home.
Avoiding that outcome is tricky under any circumstances. China and the U.S. don’t have a tax treaty, which makes it difficult for American authorities to confirm a company’s ownership structure. The surest way to seal off the U.S. market is with 100% tariffs such as those imposed on Chinese electric vehicles.
In this case, the Commerce Department decided to allow companies with active plans to onshore the solar supply chain to apply for an exemption from the new trade rules. Ahead of the announcement, sources familiar with the talks listed South Korean giant Qcells, which just opened the nation’s largest integrated solar factory in Georgia, as one obvious example of a company that would pass muster.
Solar manufacturers applauded the move. “Today’s decision from the White House balances the reality of where America’'s solar energy manufacturing is today while advancing our collective ambition to onshore the entire supply chain from polysilicon to finished panels in the U.S.,” Andy Park, the global CEO of Qcells, said in an emailed statement. “American solar manufacturers are ready to rise to the occasion.”
The trade action “creates a market where wafer and cell manufacturing can happen in the United States, and companies can go fully vertically integrated,” Nick Iacovella, the executive vice president of the Coalition for a Prosperous America, a bipartisan trade association that represents manufacturing companies at every stage of the polysilicon supply chain, told Heatmap.
“What this does is cement a key input in the supply chain that’s critical not just for chips, but for the most efficient, best-performing solar modules,” he said. “We shore up our chip supply chain at a time when there is a greater urgency to derisk from China invading Taiwan — and also during a time when the AI data center boom is driving massive demand for new energy generation, with solar driving a lot of the new capacity coming onto the grid.”
The levies come a week after the Federal Communications Commission banned the use of new types of foreign-made inverters, the equipment needed to patch solar panels onto the grid. Analysts said the ban would have a limited effect on the solar industry, since it allows for the current models on the market to be sold. The purpose of that policy is to prop up domestic factories at a moment when Europe, despite its struggle to reindustrialize, is experiencing an inverter manufacturing boom.
Despite those intentions, multiple industry sources who spoke on condition of anonymity told Heatmap that trade restrictions alone would likely prove insufficient to prop up a domestic solar supply chain at the scale needed to minimize imports.
The latest data from the Rhodium Group found that new U.S. investments in solar factories peaked from the second half of 2022 through the first quarter of 2025. During that time, as Emily reported in May, the announced projects averaged more than $2 billion per quarter. At least 30 new utility-scale solar factories opened across the U.S. just last year.
Since then, development has plummeted. Investment in new solar factories announced fell to about $350 million in the first quarter of 2026, a drop of more than 80%.
By raising the price of panels overall, the Commerce Department is providing a particular boon to America’s leading solar manufacturer, First Solar. While the Phoenix-based panel-maker’s thin-film cell technology doesn’t use polysilicon, the price hike from the tariffs will give the company an edge by allowing the company to either raise its prices to match new industry-wide benefits or undercut its competitors. Investors in the company told Heatmap its recent bookings average sales of about $0.36 per watt.
Another clear winner is T1 Energy, which Roth analysts say “would eventually be a beneficiary once it ramps up its U.S. cell manufacturing, which is now expected to come online” next year. The company’s share price spiked more than 10% in after-hours trading, while First Solar was up more than 8%.
“There are a lot of people in the administration who support solar,” Iacovella said. “They just don’t want a bunch of Chinese solar panels.”
Still, he added, “this is all about the chip supply chain.” While the benefits to solar are welcome, “this is a two-for-one.”
The Trump administration has signed a deal with RWE, a German developer, to cancel more than 3 gigawatts of offshore wind near New York and New Jersey.
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.
There goes another one. The German energy developer RWE has signed a $1.2 billion deal with the Trump administration to give up its claims to develop offshore wind farms in New York, California, and Louisiana. The Trump administration has now bought out 12 offshore wind leases, paying energy developers $3.93 billion for the privilege of not developing renewable energy along the American coastline.
Today’s is the largest payout yet — and fittingly so, I suppose, because it is among the most damaging. As part of the deal, RWE abandoned its plans to build a more than 3-gigawatt offshore wind farm in the New York Bight. When RWE first leased that site in 2022, it paid $1.1 billion for it — the biggest offshore wind lease auction ever held in the United States.
RWE promised that the resulting facility, dubbed Community Offshore Wind, would generate 700 jobs and $3 billion in local economic activity. It would have been close enough to New Jersey and New York that its power could have flowed to either state, although no final power contract was ever signed. Now all of that is kaput.
In the eyes of some critics, RWE had overpaid for that lease — and in that context, the Trump administration has I suppose done the German developer a favor, bailing them out from a bad investment in a legally dubious manner. (New York’s attorney general is suing to block a similar payout to Total Energies.)
But even beyond that context, there remains one big problem with these deals — an issue even more glaring now than when Trump started targeting wind projects last year. It is that the United States — and especially the Northeast, and especially New York — needs as much electricity as it can get right now. The Trump administration is striving to bring new power demand online in the form of data centers, but cutting off new sources of generation if they fail to meet its aesthetic standards.
Anticipating this sensitivity, RWE’s press statement announcing the deal goes on to list major energy projects that it’s committed to in the United States. These projects all involve, coincidentally (or not), fossil fuels: They include a $900 million stake in a Louisiana liquified natural gas export terminal and a $300 million reservation for new natural gas turbines. (RWE implies, but doesn’t say outright, that it will build 15 natural gas peaker plants with these turbines.) When we asked for more details about these projects, and whether we should anticipate anything new, RWE immediately got back to us: “We are unable to discuss further details on the investments.”
Yet as RWE well knows, these projects won’t help solve a coming energy shortage in New York or New England. For one, the Louisiana LNG export terminal is, well, an export terminal: It will help move energy out of the country, not generate more of it at home. Those exports might boost Americans’ fortunes in a vague, long-term, balance-of-payments way, but they won’t keep a lid on anyone’s power bills (which, by the way, just hit an all-time high). More importantly, the 15 peaker plants that RWE cites are largely going to be built … in other regions of the country. If the lights go out on Houston Street, a new gas plant in Houston can’t help.
Americans paid $217 on average for electricity last month, according to Heatmap and MIT’s Electricity Price Hub.
July is typically the season of high electricity bills, and this year is no exception.
Nationally, the average electricity bill spiked to $217, an all-time high, according to new data from Heatmap and MIT’s Electricity Price Hub. That’s up from $177 in June, and $215 last July. Meanwhile, electricity rates were 19 cents per kilowatt-hour, virtually unchanged from June and slightly higher than July of last year.
Throughout the country, many ratepayers are seeing higher costs and charges in the portion of their bill covering the cost of power generation.
Once again, some of the most notable electricity price and bill trends were seen in the mid-Atlantic region, the heart of the data center boom and the anchor area of the PJM Interconnection. The region also includes Virginia, where Florida utility and energy developer NextEra is attempting to acquire the commonwealth’s dominant utility, Dominion.
In July, Dominion customers saw typical generation charges rise to $155 a month, up from $124 a year ago. Overall bills for Dominion customers were about $259 this past month.
The higher bills are in part due to the “fuel charge rider” that went into effect this past month to help recover about $1 billion in additional generation costs claimed by the utility. Those charges stem in part from higher fuel costs this past winter, when natural gas prices spiked to their highest level since the winter of 2022-23, Dominion officials said in a filing to the state’s utilities regulator. The MIT researchers estimate that the fuel charge added around $53 to July bills, up $12 from July of last year.
In neighboring Delaware, bills were $216 a month in July, a record high, while prices were around 19 cents per kilowatt-hour. Customers of the state’s main utility, Delmarva Power, saw a near 20% hike in the supply charge in their standard service offerings, as prices rose from around 16 cents per kilowatt-hour from last year.
The Delaware Public Service Commission voted at the beginning of last month to allow an interim rate increase of about $3 per month for the typical customer, which went into effect July 9. Soon after, Delaware Governor Matt Meyer signed a law giving the state’s regulators more discretion to reject putting certain utility costs into the rate base and thus limit subsequent price hikes requested by utilities. The governor’s office described the law as a mechanism “to prioritize prudent spending over unchecked cost recovery.”