AM Briefing
The Atomic LPO
On ravenous data centers, treasured aluminum trash, and the drilling slump
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On ravenous data centers, treasured aluminum trash, and the drilling slump
On power prices keep climbing, TVA’s ‘historic’ gas buildout, and mounting climate woes
On America’s climate ‘own goal,’ New York’s pullback, and Constellation’s demand response embrace
On partisan cuts, an atomic LPO, and the left’s data center fight
On Massachusetts’ offshore headwinds, Biden’s gas rules, and Australia’s free power
Rob and Jesse touch base with WeaveGrid CEO Apoorv Bhargava.
Data centers aren’t the only driver of rising power use. The inexorable shift to electric vehicles — which has been slowed, but not stopped, by Donald Trump’s policies — is also pushing up electricity use across the country. That puts a strain on the grid — but EVs could also be a strength.
On this week’s episode of Shift Key, Rob and Jesse talk to Apoorv Bhargava, the CEO and cofounder of WeaveGrid, a startup that helps people charge their vehicles in a way that’s better and cleaner for the grid. They chat about why EV charging remains way too complicated, why it should be more like paying a cellphone bill than filling up at a gas station, and how the AI boom has already changed the utility sector.
Shift Key is hosted by Robinson Meyer, the founding executive editor of Heatmap, and Jesse Jenkins, a professor of energy systems engineering at Princeton University.
Subscribe to “Shift Key” and find this episode on Apple Podcasts, Spotify, Amazon, YouTube, or wherever you get your podcasts.
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Here is an excerpt from our conversation:
Robinson Meyer: In your experience, are consumers willing to make this deal, where they get some money off on their power bill in order to change how their car works? Because it does seem to include a mindset change for people, where they’re going from thinking of their car as a machine — I mean, this is part of the broader transition to EVs. But there’s an even further mindset shift that seems to me like it would be required here, where you go from thinking about your car as a machine that you wholly own — that enables your freedom, that is ready to drive a certain amount of miles at any time — to a machine that enables you to have transportation services but also is one instantiation of the great big cloud of services and digital technologies and commodity energy products that surround us at any time.
Apoorv Bhargava: Yeah, I mean, look, I think we have seen faster adoption rates than any other consumer-side resource participating in energy has. So I feel very good about that. But ultimately, I think of this as a transition to the normal experience for folks who are going through what is a new experience altogether.
Again, similar to my cell phone plan, if this was just offered to me as a standard offering — you buy an EV, your utility offers you a plan, it’s called the EV plan — in the same way that we have EV time-of-use rates, quote-unquote. If you’re just offered an EV plan where it’s exactly the same thing — I’m going to make sure you’re fully charged every night in the way you want it to be charged, with the cleanest, cheapest, most reliable charging possible, and it’s just being taken care of.
I think what’s so hard for most folks to grok, is that the way this experience works is it’s supposed to be completely frictionless, right? You’re really supposed to not think about it. It’s actually only in the few moments where you need to change your 99% behavior to the 1% behavior — where you’re like, Oh, I need to go to the airport, or, Oh, I need to go on a road trip. That’s where you need to think about it. It’s flipped from thermostat management programs where you actually need to think about it actively in the moments where the grid is really strained.
Where we’ve overinvested, in my view —and this is a controversial view — we’ve overinvested in trying to make EVs be like gas stations or like the gas station model. We keep talking about it all the time. We’ve over-talked about range anxiety. The fact of the matter is 80% of charging still happens at home. Even in the long run, 30% of charging will happen in the workplace. 50- plus-percent will happen at home. It’s very little charging that’s gonna happen on fast charging. But we’ve talked so much, ad nauseam, about fast charging that we’ve actually forgotten that underpinning the iceberg of the electrification cost is the grid itself. And never before has the grid been so strained.
Mentioned:
Rob on how electricity got so expensive
Utility of the Future: An MIT Energy Initiative response to an industry in transition, December 2016
Previously on Shift Key: Utility Regulation Really Sucks
Jesse’s downshift; Rob’s upshift.
This episode of Shift Key is sponsored by …
Hydrostor is building the future of energy with Advanced Compressed Air Energy Storage. Delivering clean, reliable power with 500-megawatt facilities sited on 100 acres, Hydrostor’s energy storage projects are transforming the grid and creating thousands of American jobs. Learn more at hydrostor.ca.
Uplight is a clean energy technology company that helps energy providers unlock grid capacity by activating energy customers and their connected devices to generate, shift, and save energy. The Uplight Demand Stack — which integrates energy efficiency, electrification, rates, and flexibility programs — improves grid resilience, reduces costs, and accelerates decarbonization for energy providers and their customers. Learn more at uplight.com/heatmap.
Music for Shift Key is by Adam Kromelow.
On Arctic drilling, BYD’s drop, and Democrats’ timid embrace of nuclear recycling
Current conditions: Hurricane Melissa now a Category 2 storm, has left as much as $52 billion in damages in its wake • Sadly for trick-or-treaters, a new storm moving northward from the Mississippi Valley is forecast to bring heavy rains and gusty winds to the Northeast, particularly New England, on Halloween • Heavy rains are bringing the highest possible flood risk to Kenya today.
Oil giant Shell withdrew from its Atlantic Shores project to develop offshore wind off the coast of New Jersey and New York. In a press release on Thursday, the company said it was pulling out of a 50-50 joint venture with the French energy giant EDF as the Anglo-Dutch behemoth grapples with the Trump administration’s so-called “total war on wind.” The decision, the company said, “was taken in line with Shell’s power strategy,” which includes “shifting away from capital-intensive generation projects to assets that support our trading and retail strengths.” The move comes nearly a month after Shell’s top executive in the United States called out President Donald Trump for setting what she called a bad precedent for future administrations that would use the legal approaches the White House has taken to attack offshore wind against oil and gas, as I wrote here a few weeks ago.
The Senate voted Thursday to overturn Biden-era rules limiting drilling in the Alaskan Arctic. The 52-45 vote, in which Senator John Fetterman of Pennsylvania joined Republicans to vote in favor, canceled out the 2022 Biden administration plan that made just 52% of land in what’s known as the National Petroleum Reserve in Alaska available for drilling. A previous Trump administration proposal made 82% of the area eligible for drilling. “This will benefit North Slope communities with jobs & economic growth, and support their tax base to improve access to essential services like water and sewer systems and clinics,” Alaska Senator Dan Sullivan, who sponsored the legislation to withdraw the Biden-era rules, said in a post on X in September.
The move comes a week after Trump opened a broad swath of Alaskan wilderness to drilling, as I reported here.
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Chinese electric auto giant BYD reported another slump in its quarterly profits amid growing domestic competition. Much like Tesla, which has seen its market share in the U.S. drop in recent months as rivals surged ahead, BYD saw its third-quarter profits tumble 33% from a year earlier to roughly $1.1 billion. Total revenue dropped 3%. The Shenzhen-based company — the world’s largest electric automaker — remains dominant in China, but rivals Geely Automobile Holdings and Chongqing Changan Automobile Co. saw increases in third-quarter sales of 96% and 84% respectively, Bloomberg reported.
Still, BYD’s strength in the international market gives the Chinese company an edge over Tesla, the U.S.’s domestic EV champion. As Heatmap’s Matthew Zeitlin wrote recently, “Tesla’s stranglehold over the U.S. EV market may be weakening, so too is its hold on the international market.”
Real estate giant Related Companies agreed to build a data-center campus worth more than $7 billion on farmland outside Detroit, in what The Wall Street Journal called “one of the largest deals yet” for this class of property deals to power artificial intelligence. The 250-acre campus is the fourth new site announced as part of a $300 billion contract between Oracle and OpenAI to power the ChatGPT-maker’s Stargate project.
The news came the same day the small modular reactor startup Blue Energy announced a deal with the artificial intelligence company Crusoe to develop a nuclear-powered data center campus in Port of Victoria, Texas. The project, which aims to build up to 1.5 gigawatts of power, would first build natural gas-fired plants with the intention of phasing them out in favor of Blue Energy’s nuclear reactors by 2031. The nuclear company plans to construct its plants on sites where it can ship the reactors to the campus by barge. “We’re not really doing anything where there isn’t regulatory precedent in the past,” Blue Energy CEO Jake Jurewicz told nuclear scholar Emmet Penney on the podcast Nuclear Barbarians earlier this month. “In the end, it comes down to being really thoughtful with design, plant architecture, and site selection.”
Nuclear waste recycling was once a third-rail issue among liberals who, like former President Jimmy Carter, feared that the technology to extract additional reactor fuel from spent uranium risked sending the message worldwide that the U.S. supported continued weapons proliferation. But when the Senate Environment and Public Works Committee voted Wednesday to approve legislation to streamline the process for licensing nuclear recycling plants, only a handful of Democrats pushed back. The radioactive waste sitting at power plants across the U.S. is relatively tiny compared to the amount of electricity those fuel rods produced. But part of why the spent fuel remains dangerously toxic for so long is that it still contains the vast majority of the energy in the uranium. By reprocessing the enriched metal to extract the useful fuel isotopes, the nation’s waste stockpile would shrink and, by some estimates, the U.S. could power its entire grid system for more than a century.
At this week’s vote, the opposition stood out against the unanimous support for other bills to promote plastics cleanup and diesel emissions, E&E News reported. But the bipartisan Nuclear REFUEL Act attracted just a handful of dissenters, ultimately passing in a 16 to 3 vote. Separately, in Illinois late Thursday, Governor JB Pritzker signed legislation to lift the state’s moratorium on building nuclear reactors. That puts the state, by far the largest nuclear hub in the nation, in play for new large-scale reactors that the Trump administration has pledged to fund.

Happy Halloween, to all who celebrate. In the holiday spirit, would you like to read something a little spooky? Climate change is already taking a toll on the nation’s pumpkin crop. Extreme heat and rain are reducing how many gourds are available for jack-o-lanterns, as the National Oceanic and Atmospheric Administration warned last year. The downward trend continues. In the latest crop update from the U.S. Department of Agriculture, the per capita availability of pumpkins fell by 11%, more than five times the reduction in squash and twice the fall in sweet potatoes.