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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.”
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Citrine Informatics has been applying machine learning to materials discovery for years. Now more advanced models are giving the tech a big boost.
When ChatGPT launched three years ago, it became abundantly clear that the power of generative artificial intelligence had the capacity to extend far beyond clever chatbots. Companies raised huge amounts of funding based on the idea that this new, more powerful AI could solve fundamental problems in science and medicine — design new proteins, discover breakthrough drugs, or invent new battery chemistries.
Citrine Informatics, however, has largely kept its head down. The startup was founded long before the AI boom, back in 2013, with the intention of using simple old machine learning to speed up the development of more advanced, sustainable materials. These days Citrine is doing the same thing, but with neural networks and transformers, the architecture that undergirds the generative AI revolution.
“The technology transition we’re going through right now is pretty massive,” Greg Mulholland, Citrine’s founder and CEO, told me. “But the core underlying goal of the company is still the same: help scientists identify the experiments that will get them to their material outcome as fast as possible.”
Rather than developing its own novel materials, Citrine operates on a software-as-a-service model, selling its platform to companies including Rolls-Royce, EMD Electronics, and chemicals giant LyondellBassell. While a SaaS product may be less glamorous than independently discovering a breakthrough compound that enables something like a room-temperature superconductor or an ultra-high-density battery, Citrine’s approach has already surfaced commercially relevant materials across a variety of sectors, while the boldest promises of generative AI for science remain distant dreams.
“You can think of it as science versus engineering,” Mulholland told me. “A lot of science is being done. Citrine is definitely the best in kind of taking it to the engineering level and coming to a product outcome rather than a scientific discovery.” Citrine has helped to develop everything from bio-based lotion ingredients to replace petrochemical-derived ones, to plastic-free detergents, to more sustainable fire-resistant home insulation, to PFAS-free food packaging, to UV-resistant paints.
On Wednesday, the company unveiled two new platform capabilities that it says will take its approach to the next level. The first is essentially an advanced LLM-powered filing system that organizes and structures unwieldy materials and chemicals datasets from across a company. The second is an AI framework informed by an extensive repository of chemistry, physics, and materials knowledge. It can ingest a company’s existing data, and, even if the overall volume is small, use it to create a list of hundreds of potential new materials optimized for factors such as sustainability, durability, weight, manufacturability, or whatever other outcomes the company is targeting.
The platform is neither purely generative nor purely predictive. Instead, Mulholland explained, companies can choose to use Citrine’s tools “in a more generative mode” if they want to explore broadly and open up the field of possible materials discoveries, or in a more “optimized” mode that stays narrowly focused on the parameters they set. “What we find is you need a healthy blend of the two,” he told me.
The novel compounds the model spits out still need to be synthesized and tested by humans. “What I tell people is, any plane made of materials designed exclusively by Citrine and never tested is not a plane I’m getting on,” Mulholland told me. The goal isn’t to achieve perfection right out of the lab, but rather to optimize the experiments companies end up having to do. “We still need to prove materials in the real world, because the real world will complicate it.”
Indeed it will. For one thing, while AI is capable of churning out millions of hypothetical materials — as a tool developed by Google DeepMind did in 2023 — materials scientists have since shown that many are just variants of known compounds, while others are unstable, unable to be synthesized, or otherwise irrelevant under real world conditions.
Such failures likely stem, in part, from another common limitation of AI models trained solely on publicly available materials and chemicals data: Academic research tends to report only successful outcomes, omitting data on what didn’t work and which compounds weren’t viable. That can lead models to be overly optimistic about the magnitude and potential of possible materials solutions and generate unrealistic “discoveries” that may have already been tested and rejected.
Because Citrine’s platform is deployed within customer organizations, it can largely sidestep this problem by tuning its model on niche, proprietary datasets. These datasets are small when compared with the vast public repositories used to train Citrine’s base model, but the granular information they contain about prior experiments — both successes and failures — has proven critical to bringing new discoveries to market.
While the holy grail for materials science may be a model trained on all the world’s relevant data — public and private, positive and negative — at this point that’s just a fantasy, one of Citrine’s investors, Mark Cupta of Prelude Ventures, told me over email. “It’s hard to get buy-in from the entire material development world to make an open-source model that pulls in data from across the field.”
Citrine’s last raise, which Prelude co-led, came at the very beginning of 2023, as the AI wave was still gathering momentum. But Mulholland said there’s no rush to raise additional capital — in fact, he expects Citrine to turn a profit in the next year or so.
That milestone would strongly validate the company’s strategy, which banks on steady revenue from its subscription-based model to compensate for the fact that it doesn’t own the intellectual property for the materials it helps develop. While Mulholland told me that many players in this space are trying to “invent new materials and patent them and try to sell them like drugs,” Citriene is able to “invent things much more quickly, in a more realistic way than the pie in the sky, hoping for a Nobel Prize [approach].”
Citrines is also careful to assure that its model accounts for real world constraints such as regulations and production bottlenecks. Say a materials company is creating an aluminum alloy for an automaker, Mulholland explained — it might be critical to stay within certain elemental bounds. If the company were to add in novel elements, the automaker would likely want to put its new compound through a rigorous testing process, which would be annoying if it’s looking to get to market as quickly as possible. Better, perhaps, to tinker around the edges of what’s well understood.
In fact, Mulholland told me it’s often these marginal improvements that initially bring customers into the fold, convincing them that this whole AI-for-materials thing is more than just hype. “The first project is almost always like, make the adhesive a little bit stickier — because that’s a good way to prove to these skeptical scientists that AI is real and here to stay,” he said. “And then they use that as justification to invest further and further back in their product development pipeline, such that their whole product portfolio can be optimized by AI.”
Overall, the company says that its new framework can speed up materials development by 80%. So while Mulholland and Citrine overall may not be going for the Nobel in Chemistry, don’t doubt for a second that they’re trying to lead a fundamental shift in the way consumer products are designed.
“I’m as bullish as I can possibly be on AI in science,” Mulholland told me. “It is the most exciting time to be a scientist since Newton. But I think that the gap between scientific discovery and realized business is much larger than a lot of AI folks think.”
Plus more insights from Heatmap’s latest event Washington, D.C.
At Heatmap’s event, “Supercharging the Grid,” two members of the House of Representatives — a California Democrat and a Colorado Republican — talked about their shared political fight to loosen implementation of the National Environmental Policy Act to accelerate energy deployment.
Representatives Gabe Evans and Scott Peters spoke with Heatmap’s Robinson Meyer at the Washington, D.C., gathering about how permitting reform is faring in Congress.
“The game in the 1970s was to stop things, but if you’re a climate activist now, the game is to build things,” said Peters, who worked as an environmental lawyer for many years. “My proposal is, get out of the way of everything and we win. Renewables win. And NEPA is a big delay.”
NEPA requires that the federal government review the environmental implications of its actions before finalizing them, permitting decisions included. The 50-year-old environmental law has already undergone several rounds of reform, including efforts under both Presidents Biden and Trump to remove redundancies and reduce the size and scope of environmental analyses conducted under the law. But bottlenecks remain — completing the highest level of review under the law still takes four-and-a-half years, on average. Just before Thanksgiving, the House Committee on Natural Resources advanced the SPEED Act, which aims to ease that congestion by creating shortcuts for environmental reviews, limiting judicial review of the final assessments, and preventing current and future presidents from arbitrarily rescinding permits, subject to certain exceptions.
Evans framed the problem in terms of keeping up with countries like China on building energy infrastructure. “I’ve seen how other parts of the world produce energy, produce other things,” said Evans. “We build things cleaner and more responsibly here than really anywhere else on the planet.”
Both representatives agreed that the SPEED Act on its own wouldn’t solve all the United States’ energy issues. Peters hinted at other permitting legislation in the works.
“We want to take that SPEED Act on the NEPA reform and marry it with specific energy reforms, including transmission,” said Peters.
Next, Neil Chatterjee, a former Commissioner of the Federal Energy Regulatory Commission, explained to Rob another regulatory change that could affect the pace of energy infrastructure buildout: a directive from the Department of Energy to FERC to come up with better ways of connecting large new sources of electricity demand — i.e. data centers — to the grid.
“This issue is all about data centers and AI, but it goes beyond data centers and AI,” said Chatterjee. “It deals with all of the pressures that we are seeing in terms of demand from the grid from cloud computing and quantum computing, streaming services, crypto and Bitcoin mining, reshoring of manufacturing, vehicle electrification, building electrification, semiconductor manufacturing.”
Chatterjee argued that navigating load growth to support AI data centers should be a bipartisan issue. He expressed hope that AI could help bridge the partisan divide.
“We have become mired in this politics of, if you’re for fossil fuels, you are of the political right. If you’re for clean energy and climate solutions, you’re the political left,” he said. “I think AI is going to be the thing that busts us out of it.”
Updating and upgrading the grid to accommodate data centers has grown more urgent in the face of drastically rising electricity demand projections.
Marsden Hanna, Google’s head of energy and dust policy, told Heatmap’s Jillian Goodman that the company is eyeing transmission technology to connect its own data centers to the grid faster.
“We looked at advanced transition technologies, high performance conductors,” said Hanna. “We see that really as just an incredibly rapid, no-brainer opportunity.”
Advanced transmission technologies, otherwise known as ATTs, could help expand the existing grid’s capacity, freeing up space for some of the load growth that economy-wide electrification and data centers would require. Building new transmission lines, however, requires permits — the central issue that panelists kept returning to throughout the event.
Devin Hartman, director of energy and environmental policy at the R Street Institute, told Jillian that investors are nervous that already-approved permits could be revoked — something the solar industry has struggled with under the Trump administration.
“Half the battle now is not just getting the permits on time and getting projects to break ground,” said Hartman. “It’s also permitting permanence.”
This event was made possible by the American Council on Renewable Energy’s Macro Grid Initiative.
On gas turbine backorders, Europe’s not-so-green deal, and Iranian cloud seeding
Current conditions: Up to 10 inches of rain in the Cascades threatens mudslides, particularly in areas where wildfires denuded the landscape of the trees whose roots once held soil in place • South Africa has issued extreme fire warnings for Northern Cape, Western Cape, and Eastern Cape • Still roiling from last week’s failed attempt at a military coup, Benin’s capital of Cotonou is in the midst of a streak of days with temperatures over 90 degrees Fahrenheit and no end in sight.

Exxon Mobil Corp. plans to cut planned spending on low-carbon projects by a third, joining much of the rest of its industry in refocusing on fossil fuels. The nation’s largest oil producer said it would increase its earnings and cash flow by $5 billion by 2030. The company projected earnings to grow by 13% each year without any increase in capital spending. But the upstream division, which includes exploration and production, is expected to bring in $14 billion in earnings growth compared to 2024. The key projects The Wall Street Journal listed in the Permian Basin, Guyana and at liquified natural gas sites would total $4 billion in earnings growth alone over the next five years. The announcement came a day before the Department of the Interior auctioned off $279 million of leases across 80 million acres of federal waters in the Gulf of Mexico.
Speaking of oil and water, early Wednesday U.S. armed forces seized an oil tanker off the coast of Venezuela in what The New York Times called “a dramatic escalation in President Trump’s pressure campaign against Nicolás Maduro.” When asked what would become of the vessel's oil, Trump said at the White House, “Well, we keep it, I guess.”
The Federal Reserve slashed its key benchmark interest rate for the third time this year. The 0.25 percentage point cut was meant to calibrate the borrowing costs to stay within a range between 3.5% and 3.75%. The 9-3 vote by the central bank’s board of governors amounted to what Wall Street calls a hawkish cut, a move to prop up a cooling labor market while signaling strong concerns about future downward adjustments that’s considered so rare CNBC previously questioned whether it could be real. But it’s good news for clean energy. As Heatmap’s Matthew Zeitlin wrote after the September rate cut, lower borrowing costs “may provide some relief to renewables developers and investors, who are especially sensitive to financing costs.” But it likely isn’t enough to wipe out the effects of Trump’s tariffs and tax credit phaseouts.
GE Vernova plans to increase its capacity to manufacture gas turbines by 20 gigawatts once assembly line expansions are completed in the middle of next year. But in a presentation to investors this week, the company said it’s already sold out of new gas turbines all the way through 2028, and has less than 10 gigawatts of equipment left to sell for 2029. It’s no wonder supersonic jet startups, as I wrote about in yesterday’s newsletter, are now eyeing a near-term windfall by getting into the gas turbine business.
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The European Union will free more than 80% of the companies from environmental reporting rules under a deal struck this week. The agreement between EU institutions marks what Politico Europe called a “major legislative victory” for European Commission President Ursula von der Leyen, who has sought to make the bloc more economically self-sufficient by cutting red tape for business in her second term in office. The rollback is also a win for Trump, whose administration heavily criticized the EU’s green rules. It’s also a victory for the U.S. president’s far-right allies in Europe. The deal fractured the coalition that got the German politician reelected to the EU’s top job, forcing her center-right faction to team up with the far right to win enough votes for secure victory.
Ravaged by drought, Iran is carrying out cloud-seeding operations in a bid to increase rainfall amid what the Financial Times clocked as “the worst water crisis in six decades.” On Tuesday, Abbas Aliabadi, the energy minister, said the country had begun a fresh round of injecting crystals into clouds using planes, drones, and ground-based launchers. The country has even started developing drones specifically tailored to cloud seeding.
The effort comes just weeks after the Islamic Republic announced that it “no longer has a choice” but to move its capital city as ongoing strain on water supplies and land causes Tehran to sink by nearly one foot per year. As I wrote in this newsletter, Iranian President Masoud Pezeshkian called the situation a “catastrophe” and “a dark future.”
The end of suburban kids whiffing diesel exhaust in the back of stuffy, rumbling old yellow school buses is nigh. The battery-powered bus startup Highland Electric Fleets just raised $150 million in an equity round from Aiga Capital Partners to deploy its fleets of buses and trucks across the U.S., Axios reported. In a press release, the company said its vehicles would hit the streets by next year.