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If you want to decarbonize concrete, it helps to understand the incredible scale of the problem.

To say that concrete poses a decarbonization challenge would be an understatement. Cement production alone is responsible for somewhere between 5 and 10% of global CO2 emissions [0], roughly two to four times more than aviation, a fact that even the construction industry is finally coming to grips with.
And yet the real problem with decarbonizing concrete isn’t the scale of its emissions, it’s the scale of concrete itself. There is simply a preposterous amount of the stuff. Contemplating concrete is like contemplating the universe — awesome, in the old God-fearing definition of the word.
Before we get into the jaw-dropping amount of concrete we produce every year, it’s worth briefly discussing how the stuff is made, and thus where its emissions come from.
Concrete is formed by mixing together cement (mostly calcium silicates), aggregates (such as sand and gravel), and water into a liquid slurry. The cement reacts with the water, forming a paste that binds the mixture into a single solid mass. Beyond concrete’s high strength and low cost, it’s these liquid beginnings that make concrete so useful. It can easily be formed into any shape and leveled with the help of gravity so you can walk on it or park a car 10 stories up on it. Essentially all modern concrete is also reinforced with steel bars, which provide tensile strength and arrest cracks.
So what about the emissions? Roughly 70-90% of the embodied carbon in concrete comes from manufacturing just the cement [1]. Partly this is because making cement is an energy-intensive process — limestone and clay are put into a kiln and heated around 2500 degrees Fahrenheit. But it’s also because the chemical reaction that turns the limestone into cement (known as calcination) releases CO₂ as a byproduct. Roughly 50-60% of cement’s carbon emissions are due to calcination [2], and thus wouldn’t be addressed by moving to less carbon-intensive electricity sources, like green hydrogen.
Now for the good stuff. Again, the most important thing to understand about concrete is the scale of its production. The world produces somewhere around 4.25 billion metric tons of cement annually (though estimates vary) [3], which works out to about 30 billion tons of concrete produced each year [4].
How much are 30 billion tons?
One way of looking at it is we produce around 4 metric tons, or just under 60 cubic feet (roughly a cube 4 feet on a side), of concrete for each person on the planet each year.
Another way of looking at it is to consider the total amount of mass, full stop, that civilization ingests each year. Estimates here vary quite a bit, but it seems to be in the neighborhood of 100 billion tons [5]. So of the total volume of material that gets extracted and used each year — including all mining, all oil drilling, all agriculture and tree harvesting — around 30% of it by mass goes toward making concrete. The amount of concrete produced each year exceeds the weight of all the biomass we use annually, and all the fossil fuels we use annually.
Total civilization annual material extraction, via Krausmann et al 2018. This is up to 2015, and has now exceeded over 90 Gt/year, with another ~8 Gt/year of recycled material.
Another way of looking at it is that the total mass of all plants on Earth is around 900 billion metric tons. So at current rates of production, it would take about 30 years to produce enough concrete to exceed all the Earth’s plant (dry) biomass.
Because humans have been producing concrete for a while, and because concrete tends to last a long time, we seem to be on the cusp of this happening. Elhacham et al 2020 estimate that total human-created mass (roughly half of which is concrete) reached the total weight of all Earth’s biomass sometime in 2020. Eyeballing their graph, concrete alone will exceed the total weight of all biomass sometime around 2040.
Anthropogenic mass vs biomass during the 20th century, via Elhacham et al 2020
In a pure mass-flow sense, human civilization is basically a machine for producing concrete and gravel (and to a lesser extent bricks and asphalt).
So civilization uses a lot of concrete. Where is it all going?
China, mostly. In recent history, China has been responsible for roughly half the world’s cement production, and by implication, concrete use [6]. The U.S., by comparison, only uses 2%, with Europe using another 5%.
Cement production by region, via Sanjuan et al 2020. Since cement production roughly tracks consumption (see here and here), we can also use this as a rough guide toward where concrete is used. Note that this gives yet another value for total global cement production of 4.65 Gt
Here’s another view from around 2010, showing what this has looked like over time (data after 2010 is a projection).
Cement consumption by region, via Altwair 2010
This gets summarized in the oft-repeated statistic that China used more cement in three years than the U.S. did in the entire 20th century.
But since China has a much larger population than the U.S., we can get a more intuitive understanding of this by looking at cement consumption per capita. Here’s per capita consumption sometime around 2015:
Per capita cement consumption by country, via Globbulk
We see that the official numbers from China make it a huge outlier in cement consumption, using around eight times as much per capita as the U.S. However, in per capita terms, some Middle Eastern countries exceed it. Saudi Arabia is higher, and Qatar, which is somewhere over 2,000 kg/capita, is so high it doesn’t even show up on the graph. It’s the combination of China’s huge population and its huge per-capita consumption that make it such an outlier in concrete production.
The official Chinese numbers are so huge, in fact, that some analysts suspect that they’re inflated, either by manipulating the data or by producing construction projects that don’t have actual demand (or both). The graph above also includes a more “realistic” estimate (which is still 3x as high as U.S. per-capita use).
What does all this concrete construction mean in practical terms? Well, China has somewhere around 50-60% of the floor space per capita as the U.S. does, or roughly as much living space per capita as most European countries [7]. This is the result of a massive trend toward urbanization over the last quarter century. Urbanization rates went from around 25% in 1990 to 60% in 2017, a period in which China’s population also increased by 250 million. In other words, in less than 30 years over 550 million moved into Chinese cities, and they all needed somewhere to live. By building enormous numbers of concrete high rises, in under 20 years China quintupled its urban residential floor space and doubled its residential floor space overall.
Residential floor space in China over time, via Pan 2020
Beyond China, we see high per capita rates of cement use in the rest of Southeast Asia, as well as the Middle East [8].
One reason you see this volume of concrete use in lower-income, urbanizing countries is that concrete construction is comparatively labor-intensive to produce. The materials for concrete are extremely cheap, and much of its cost in high-cost labor countries (such as the U.S.) is from the labor to produce it — building and setting up the formwork, laying out the reinforcing, placing the embeds, etc. If you’re a country with a lot of low-cost labor, this is a pretty good trade-off.
In addition to the current largest users of concrete, one trend to keep an eye on long-term is India’s concrete use. If India ever proceeds on a path of mass urbanization similar to China (as some folks speculate it will), we could see a massive uptick in global concrete output — India’s urbanization rate of 34% is around where China was in the late 1990s. A shift in India toward a per capita cement consumption more consistent with the rest of Southeast Asia (say around 600 kg/capita) would increase worldwide cement consumption by about 13%, and it does seem as if India’s cement use is trending upward.
By contrast, one thing clear from this data is that the U.S. actually uses an unusually low amount of concrete. Per capita, it uses as little as any other Western country, and far, far less than some — like, surprisingly, Belgium.
So we’ve seen where it gets used in the world. Can we go deeper and look at specifically what concrete is being used for?
This will vary significantly depending on the region and the local construction tradition. In the U.S., we have roughly the following breakdown (via the Portland Cement Association):
Overall, roughly half of our concrete gets used in buildings — about 26% goes into residential buildings, 2% in public buildings, and 16% into commercial buildings. The other half gets used for infrastructure — streets and highways, water conveyance and treatment tanks, etc. Because most construction in the U.S. is just one- or two-story buildings (mostly wood for residential buildings and steel for commercial ones), concrete in buildings is probably mostly going into foundations, slabs on grade, and concrete over metal deck, though there’s probably a substantial amount going into concrete masonry units as well.
But the U.S. has a somewhat unusual construction tradition, where the vast majority of our residential construction, both single-family homes and multifamily apartments, is built from light-framed wood. In other places, it's much more common to use concrete. For instance, the U.K. uses closer to 80% of its concrete for buildings, with most of that going toward the superstructure, the concrete frame that holds the building up. China, which has urbanized on the back of huge numbers of concrete residential high rises, probably devotes an even larger share of its concrete to residential construction.
Understanding how much concrete the world uses, and where it’s being used, is important if you want to use less of it.
The scale of the industry is particularly important to keep in mind. For instance, you often see enthusiasm for the idea of replacing concrete buildings with mass timber ones. But assuming you could substitute all the world’s concrete for an equal volume of wood [9], you’d need to more than triple the total annual volume of global wood harvested [10], which puts a somewhat different spin on the issue.
Most other materials would have emissions as bad or worse than concrete if they were used on the same scale.
Consider, for instance, railway ties. In the U.S., these are still largely made out of wood, but in many places they have been replaced with concrete ties. And some places are considering changing from concrete ties to plastic composite rail ties instead. It’s hard to know the exact embodied emissions without a lot of specific details about the materials and supply chains used, but can we ballpark how much a plastic tie uses compared to a concrete one?
Per the Inventory of Carbon and Energy database, concrete varies between 150 and 400 kg of embodied CO2 per cubic meter, depending on the properties of the mix, with an “average” value of about 250. Plastics mostly have embodied emissions of about 3-4 kg of CO2 per kg of plastic, or about 3,500 kg per cubic meter (assuming a density of about 1,000 kg per cubic meter). So per unit volume, plastic has somewhere around 10 times the embodied emissions of concrete.
We can also do a more direct comparison. Consider a beam spanning around 20 feet and supporting a vertical load of 21,000 pounds per linear foot. The lightest U.S. standard steel section that will span this distance is a W16x26, which weighs about 236 kg and will have embodied carbon emissions of around 354 kg.
A concrete beam of the same depth, supporting the same load and spanning the same distance, will be 10.5 inches wide by 16 inches deep, with three #10 steel bars running along the bottom. This beam will have about 190 kg of embodied emissions from the concrete, and about another 230 kg of embodied emissions from the steel rebar. This is about 20% more than the steel beam, but in the same ballpark — and over half the “concrete” emissions are actually due to the embedded reinforcing steel.
This is arguably a nonrepresentative example (most concrete, such as in columns or slabs, will have a much lower ratio of steel), but the basic logic holds: Concrete is unusual in its total volume of use, not how emissions-heavy it is as a material. Most material substitutes that aren’t wood, recycled materials, or industrial byproducts that can be had for “free” won’t necessarily be much better when used at the same scale. In some ways, it’s surprising that the carbon emissions from concrete are as low as they are.
Of course, this calculus is likely to change over time — as electricity sources change over to lower carbon ones, you’re likely to see the embodied emissions of materials drop along with it. And since cement releases CO2 as part of the chemical process of producing it, concrete will look increasingly worse compared to other materials over time.
One potential option is to find ways of changing the cement production process to be less carbon-intensive. The easiest option is to just replace manufactured Portland Cement with some other cementitious material. Industrial byproducts such as blast furnace slag, silica fume, and fly ash, often have cementitious properties and don’t have a “carbon penalty” (since they’d be produced regardless.) Materials like these can potentially eliminate large volumes of cement in a concrete mix, and they’re a key part of current low-carbon concrete strategies — even “normal” concrete mixes tend to utilize these to some degree. But the total volume of these materials is limited by the extent of various industrial processes. And for things like fly ash (which is a byproduct from coal plants) and slag (which is a byproduct from CO2-emitting blast furnaces), we can expect production to decline over time.
Another option is to take advantage of the fact that concrete will naturally absorb CO2 over time, a process known as carbonation. Even normal concrete will absorb roughly 30% of the CO2 emitted during the production process over the course of its life. Companies like Carbicrete, Carboncure, Carbonbuilt, and Solida all offer methods of concrete production that allow the concrete to absorb CO₂ during the production process, substantially reducing embodied emissions. Interestingly, these producers mostly claim that their concrete is actually cheaper than conventional concretes, which would obviously be a massive tailwind for the technology’s adoption.
It’s not obvious what the best path forward is for addressing concrete carbon emissions (like with most things, I suspect it’ll end up being a mix of different solutions), but understanding the parameters of the problem is necessary for solving it.
Note: A version of this article originally appeared in the author’s newsletter, Construction Physics, and has been repurposed for Heatmap.
[0] - This figure varies depending on the source. Chatham House provides a frequently cited estimate of 8%. We can also ballpark it — roughly 0.93 pounds of CO₂ gets emitted for each pound of cement produced, around 4.25 billion tons of cement are produced annually, which gets ~3.95 billion tons of CO₂, and total annual CO₂ emissions are in the neighborhood of 46 billion tons, getting us a bit less than 9%.
[1] - Per Circular Ecology, ~70-90% of emissions are from the cement production process, depending on the type of concrete and what the rest of the supply chain looks like.
[2] - This seems to vary depending on where the cement is being made — in Myanmar, for instance, it’s around 46%.
[3] - Another number where the sources often don’t agree with each other, see here, here, and here for estimates on annual cement production.
[4] - Concrete is roughly 10-15% cement by weight, depending on the strength of the mix, what other cementitious materials are being used, etc. An average value of 12.5% yields 34 billion tons, which we’ll knock down to account for other uses of cement (masonry mortar, grout, gypsum overlay, etc.) This roughly tracks with estimates from PCA (“4 tons of concrete produced each year for every person on Earth”), and from the now-defunct Cement Sustainability Initiative, which estimated 25 billion tons of concrete against 3.125 billion tons of cement in 2015.
[5] - See here, here, and here for an estimate of total civilization mass flow. This doesn’t (I believe) include waste byproducts, which can be substantial — for instance, it doesn’t include the ~46 billion tons of CO₂ emitted each year, or the 16 billion tons of mine tailings, or the 140 billion tons of agriculture byproducts (though this last number is difficult to verify and seems high).
[6] - We see something similar with cement as we do with other bulky, low-value materials, in that it's made in lots of distributed manufacturing facilities relatively close to where it’s used. See here for a map of cement plants in the U.S. around 2001, for instance.
[7] - For China’s total floor space, see here (most sources seem to agree with these numbers). For U.S. floor space, see my Every Building In America article. For per-capita living space in Europe, see here.
[8] - The often high rates of cement use by middle-income countries have led some folks to develop a U-shaped cement consumption theory of industrial development — that countries start out using a small amount of cement, use more as they get richer and build up their physical infrastructure, and then eventually transition to using lower volumes of cement again. The Globbulk paper spends considerable time debunking this.
[9] - It’s not actually obvious to me what the substitution ratio would be. In strength-governed cases, you’d need proportionally more timber than concrete, but in other cases (such as replacing concrete walls with light-framed stud walls), you’d probably use less. Obviously, you can’t substitute all concrete for wood, but you can probably switch out more than you think — there’s no reason you couldn’t use wood foundations instead of concrete ones in many cases, for instance.
[10] - 30 billion tons of concrete is roughly 12.5 billion cubic meters, and total annual wood products produced is currently around 5.5 billion cubic meters.
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Representatives Jake Auchincloss and Mark Amodei want to boost “superhot” exploration.
Geothermal is about the only energy topic that Republicans and Democrats can agree on.
“Democrats like clean energy. Republicans like drilling. And everyone likes baseload power that is generated with less than 1% of the land and materials of other renewables,” Massachusetts Representative Jake Auchincloss, a Democrat, told me.
Along with Republican Representative Mark Amodei of Nevada, Auchincloss is introducing the Hot Rock Act on Friday, focusing specifically on “superhot” or “supercritical” geothermal resources, i.e. heat deposits 300 degrees Celsius or above. (Temperatures in large traditional geothermal resources are closer to 240 degrees.)
The bill — of which Heatmap got an exclusive early peek — takes a broad approach to supporting research in the sector, which is currently being explored by startups such as Quaise Energy and Mazama Energy, which in October announced a well at 331 degrees.
There’s superhot rock energy potential in around 13% of North America, modeling by the Clean Air Task Force has found — though that’s mostly around 8 miles below ground. The largest traditional geothermal facility in the U.S. is only about 2.5 miles at its deepest.
But the potential is enormous. “Just 1% of North America’s superhot rock resource has the potential to provide 7.5 terawatts of energy capacity,” CATF said. That’s compared to a little over a terawatt of current capacity.
Auchincloss and Amodei’s bill would direct the Department of Energy to establish “milestone-based research grant programs,” under which organizations that hit goals such as drilling to a specific depth, pressure, or temperature would then earn rewards. It would also instruct the DOE to create a facility “to test, experiment with, and demonstrate hot dry rock geothermal projects,” plus start a workforce training program for the geothermal industry.
Finally, it would grant a categorical exclusion from the National Environmental Policy Act for drilling to explore or confirm geothermal resources, which could turn a process that takes over a year into one that takes just a couple of months.
Geothermal policy is typically a bipartisan activity pursued by senators and House members from the Intermountain West. Auchincloss, however, is a New Englander. He told me that he was introduced to geothermal when he hosted an event in 2022 attended by executives from Quaise, which was born out of the Massachusetts Institute of Technology.
It turned out the company’s pilot project was in Nevada, and “I saw it was in Mark Amodei’s district. And I saw that Mark is on Natural Resources, which is the other committee of jurisdiction. And so I went up to him on the floor, and I was like, Hey there, you know, there's this company announcing this pilot,” Auchincloss told me.
In a statement, Auchincloss said that “Nevada has the potential to unlock this resource and lead the nation in reliable, clean energy. From powering rural communities and strengthening critical mineral production to meeting the growing demands of data centers, geothermal energy delivers dependable 24/7 power.”
Auchincloss told me that the bill “started from the simple premise of, How do we promote this technology?” They consulted climate and technology experts before reaching consensus on the milestone-based payments, workforce development, and regulatory relief components.
“I didn't have an ideological bent about the right way to do it,” Auchincloss said.
The bill has won plaudits from a range of industry groups, including the Clean Energy Buyers Association and Quaise itself, as well as environmental and policy organizations focused on technological development, like the Institute for Progress, Third Way, and the Breakthrough Institute.
“Our grassroots volunteers nationwide are eager to see more clean energy options in the United States, and many of them are excited by the promise of reliable, around-the-clock clean power from next-generation geothermal energy,” Jennifer Tyler, VP government affairs at the Citizens' Climate Lobby, said in a statement the lawmakers provided to Heatmap. “The Hot Rock Act takes a positive step toward realizing that promise by making critical investments in research, demonstration, and workforce development that can unlock superhot geothermal resources safely and responsibly.”
With even the Trump administration generally pro-geothermal, Auchincloss told me he’s optimistic about the bill’s prospects. “I expect this could command broad bipartisan support,” he said.
Plus a pre-seed round for a moon tech company from Latvia.
The nuclear headlines just keep stacking up. This week, Inertial Enterprises landed one of the largest Series A rounds I’ve ever seen, making it an instant contender in the race to commercialize fusion energy. Meanwhile, there was a smaller raise for a company aiming to squeeze more juice out of the reactors we already have.
Elsewhere over in Latvia, investors are backing an early stage bid to bring power infrastructure to the moon, while in France, yet another ultra-long-duration battery energy storage company has successfully piloted their tech.
Inertia Enterprises, yet another fusion energy startup, raised an eye-popping $450 million Series A round this week, led by Bessemer Venture Partners with participation from Alphabet’s venture arm GV, among others. Founded in 2024 and officially launched last summer, the company aims to develop a commercial fusion reactor based on the only experiment yet to achieve scientific breakeven, the point at which a fusion reaction generates more energy than it took to initiate it.
This milestone was first reached in 2022 at Lawrence Livermore National Laboratory’s National Ignition Facility, using an approach known as inertial confinement fusion. In this method, powerful lasers fire at a small pellet of fusion fuel, compressing it until the extremely high temperature and pressure cause the atoms inside to fuse and release energy. Annie Kritcher, who leads LLNL’s inertial confinement fusion program, is one of the cofounders of Inertia, alongside Twilio co-founder Jeff Lawson and Stanford professor Mike Dunne, who formerly led a program at the lab to design a power plant based on its approach to fusion.
The Inertia team plans to commercialize LLNL’s breakthrough by developing a new fusion laser system it’s calling Thunderwall, which it says will be 50 times more powerful than any laser of its type to date. Inertia isn’t the only player trying to commercialize laser-driven fusion energy — Xcimer Energy, for example, raised a $100 million Series A in 2024 — but with its recent financing, it’s now by far the best capitalized of the bunch.
As Lawson, the CEO of the new endeavor said in the company’s press release, “Our plan is clear: build on proven science to develop the technology and supply chain required to deliver the world’s highest average power laser, the first fusion target assembly plant, and the first gigawatt, utility-scale fusion power plant to the grid.” Great, but how soon can they do it? The goal, he says, is to “make this real within the next decade.”
In more nuclear news, the startup Alva Energy launched from stealth on Thursday with $33 million in funding and a proposal to squeeze more capacity out of the existing nuclear fleet by retrofitting pressurized-water reactors. The round was led by the venture firm Playground Global.
The startup plans to boost capacity by building new steam turbines and electricity generators adjacent to existing facilities, such that plants can stay online during the upgrade. Then when a plant shuts down for scheduled maintenance, Alva will upgrade its steam generator within the nuclear containment dome. That will allow the system to make 20% to 30% more steam, to be handled by the newly built turbine-generator system.
The company estimates that these retrofits will boost each reactor’s output by 200 megawatts to 300 megawatts. Applied across the dozens of existing facilities that could be similarly upgraded, Alva says this strategy could yield roughly 10 new gigawatts of additional nuclear capacity through the 2030s — the equivalent of building about 10 new large reactors.
Biden’s Department of Energy identified this strategy, known as “uprating”, as capable of adding 2 gigawatts to 8 gigawatts of new capacity to the grid. Alva thinks it can go further. The company promises to manage the entire uprate process from ensuring regulatory compliance to the procurement and installation of new reactor components. The company says its upgrades could be deployed as quickly as gas turbines are today — a five- to six-year timeline — at a comparable cost of around $1 billion per gigawatt.
Deep Space Energy, a Latvian space tech startup, has closed a pre-seed funding round to advance its goal of becoming a commercial supplier of electricity for space missions on the moon, Mars, or even deeper into space where sunlight is scarce. The company is developing power systems that convert heat from the natural decay of radioisotopes — unstable atoms that emit radiation as they decay — into electricity.
While it’s still very early-stage, this tech’s first application will likely be backup power for defense satellites. Long term, Deep Space Energy says it “aims to focus on the moon economy” by powering rovers and other lunar installations, supporting Europe’s goal of increasing its space sovereignty by reducing its reliance on U.S. defense assets such as satellites. While radioisotope generators are already used in some space missions, the company says its system requires five times less fuel than existing designs.
Roughly $400,000 of the funding came from equity investments from the Baltic-focused VC Outlast Fund and a Lithuanian angel investor. The company also secured nearly $700,000 from public contracts and grants from the European Space Agency, the Latvian Government, and a NATO program to accelerate innovation with dual-use potential for both defense and commercial applications.
As I wrote a few weeks ago, Form Energy’s iron-air battery isn’t the only player targeting 100-plus hours of low-cost energy storage. In that piece, I highlighted Noon Energy, a startup that recently demoed its solid-oxide fuel cell system. But there’s another company aiming to compete even more directly with Form by bringing its own iron-air battery to the European market: Ore Energy. And it just completed a grid-connected pilot, something Form has yet to do.
Ore piloted its 100-hour battery at an R&D center in France run by EDF, the state-owned electric utility company. While the company didn’t disclose the battery’s size, it said the pilot demonstrated its ability to discharge energy continuously for about four days while integrating with real-world grid operations. The test was supported by the European Union’s Storage Research Infrastructure Eco-System, which aims to accelerate the development of innovative storage solutions, and builds on the startup’s earlier grid-connected installation at a climate tech testbed in the Netherlands last summer.
Founded in 2023, Ore plans to scale quickly. As Bas Kil, the company’s business development lead, told Latitude Media after its first pilot went live, “We’re not planning to do years and years of pilot-scale [projects]; we believe that our system is now ready for commercial deployment.” According to Latitude, Ore aims to reach 50 gigawatt-hours of storage per year by 2030, an ambitious goal considering its initial grid-connected battery had less than one megawatt-hour of capacity. So far, the company has raised just shy of $30 million to date, compared to Form’s $1.2 billion.
Battery storage manufacturer and virtual power plant operator Sonnen, together with the clean energy financing company Solrite, have launched a Texas-based VPP composed exclusively of home batteries. They’re offering customers a Solrite-owned 60-kilowatt-hour battery for a $20 monthly fee, in exchange for a fixed retail electricity rate of 12 cents per kilowatt-hour — a few cents lower than the market’s average — and the backup power capability inherent to the system. Over 3,000 customers have already enrolled, and the companies are expecting up to 10,000 customers to join by year’s end.
The program is targeting Texans with residential solar who previously sold their excess electricity back to the grid. But now that there’s so much cheap, utility-scale solar available in Texas, electricity retailers simply aren’t as incentivized to offer homeowners favorable rates. This has left many residents with “stranded” solar assets, turning them into what the companies call “solar orphans” in need of a new way to make money on their solar investment. Customers without rooftop solar can participate in the program as well, though they don’t get a catchy moniker.
Current conditions: New Orleans is expecting light rain with temperatures climbing near 90 degrees Fahrenheit as the city marks the 20th anniversary of Hurricane Katrina • Torrential rains could dump anywhere from 8 to 12 inches on the Mississippi Valley and the Ozarks • Japan is sweltering in temperatures as high as 104 degrees.
President Donald Trump has done what he didn’t dare attempt during his first term, repealing the finding that provided the legal basis for virtually all federal regulations to curb greenhouse gas emissions. By rescinding the 2009 “endangerment finding,” which established that planet-heating emissions harm human health and therefore qualify for restrictions under the Clean Air Act, the Trump administration hopes to unwind all rules on pollution from tailpipes, trucks, power plants, pipelines, and drilling sites all in one fell swoop. “This is about as big as it gets,” Trump said alongside Environmental Protection Agency Administrator Lee Zeldin at a White House event Thursday.
The repeal, which is sure to face legal challenges, opens up what Reuters called a new front in the legal wars over climate change. Until now, the Supreme Court had declined to hear so-called public nuisance cases brought by activists against fossil fuel companies on the grounds that the legal question of emissions was being sorted out through federal regulations. By eliminating those rules outright, litigants could once again have new standing to sue over greenhouse gas emissions. To catch up on the endangerment finding in general, Heatmap’s Robinson Meyer and Emily Pontecorvo put together a handy explainer here.
A bill winding its way through Ohio’s Republican-controlled state legislature would put new restrictions on development of wind and solar projects. The state already makes solar and wind developers jump over what Canary Media called extra hurdles that “don’t apply to fossil-fueled or nuclear power plants, including counties’ ability to ban projects.” For example, siting authorities defer to local opposition on renewable energy but “grant opponents little say over where drilling rigs and fracking waste can go.”
The new legislation would make it state policy “in all cases” for new power plants to “employ affordable, reliable, and clean energy sources.” What qualifies as “affordable, reliable, and clean”? Pretty much everything except wind and solar, potentially creating a total embargo on the energy sources at any utility scale. The legislation mirrors a generic bill promoted to states by the American Legislative Exchange Council, a right-wing policy shop.
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China’s carbon dioxide emissions fell by 1% in the last three months of 2025, amounting to a 0.3% drop for the full year. That’s according to a new analysis by Carbon Brief. The decline extends the “flat or falling” trend in China’s emissions that started in March 2024 and has now lasted nearly two years. Emissions from fossil fuels actually increased by 0.1%, but pollution from cement plunged 7%. While the grid remains heavily reliant on coal, solar output soared by 43% last year compared to 2024. Wind grew by 14% and nuclear by 8%. All of that allowed coal generation to fall by 1.9%.
At least one sector saw a spike in emissions: Chemicals, which saw emissions grow 12%. Most experts interviewed in Heatmap’s Insiders Survey said they viewed China has a climate “hero” for its emissions cuts. But an overhaul to the country’s electricity markets yielded a decline in solar growth last year that’s expected to stretch into this year.
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Rivian Automotive’s shares surged nearly 15% in after-hours trading Thursday when the electric automaker announced earnings that beat Wall Street’s expectations. While it cautioned that it would continue losing money ahead of the launch of its next-generation R2 mid-size SUV, the company said it would deliver 62,000 to 67,000 vehicles in 2026, up 47% to 59% compared with 2025. Rivian CEO RJ Scaringe told CNBC that the R2 would make up the “majority of the volume” of the business by the end of next year. He told investors 2025 was a “foundational year” for the company, but that 2026 would be “an inflection point.”
Another clean energy company is now hot on the stock market. SOLV Energy, a solar and battery storage construction contractor, secured market capitalization eclipsing $6 billion in the two days since it started trading on the Nasdaq. The company, according to Latitude Media, is “the first pure-play solar and storage” company in the engineering, procurement, and construction sector of the industry to go public since 2008.

Israel has never confirmed that it has nuclear weapons, but it’s widely believed to have completed its first operating warhead in the 1960s. Rather than give up its strategic ambiguity over its arsenal, Israel instead forfeited the development of civilian nuclear energy, which would have required opening up its weapons program to the scrutiny of regulators at the United Nations’ International Atomic Energy Agency. That apparently won’t stop the U.S. from building a reactor in Israel to power a joint industrial complex. Washington plans to develop a campus with an advanced microchip factory and data centers that would be powered by a small modular reactor, NucNet reported. So-called SMRs have yet to be built at a commercial scale anywhere in the world. But the U.S. government is betting that smaller, less powerful reactors purchased in packs can bring down the cost of building nuclear plants and appeal to fearful skeptics as a novel spin on the older technology.
In reality, SMRs are based on a range of designs, some of which closely mirror traditional, large-scale reactors but for the power output, and a growing chorus of critics say the economies of scale are needed to make nuclear projects pencil out. But the true value of SMRs is for off-grid power. As I wrote last week for Heatmap, if the U.S. government wants it for some national security concern, the price doesn’t matter as much.
Of all the fusion companies racing to build the first power plant, Helion’s promise of commercial electricity before the end of the decade has raised eyebrows for its ambition. But the company has hit a milestone. On Friday morning, Helion’s Polaris prototype became the first privately developed fusion reactor to use a deuterium-tritium fuel source. The machine also set a record with plasma temperatures 150 million degrees Celsius, smashing its own previous record of 100 million degrees with an earlier iteration of Helion’s reactor.