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The Rivian R1S’s sprawling touchscreen delivered the good news: After 40-plus minutes of charging at the halfway-point pit stop between San Francisco and L.A., we could easily make it the 220 miles home. Sure, fate might dictate an extra pit stop if the toddler collapsed into an inconsolable meltdown or one of the adults needed a bathroom break. But the math was clear: At a 95% charge, the big electric SUV’s battery could go an estimated 350 miles in Conserve Mode — more than enough to get home from Coalinga in one shot.
And then it happened. The baby held it together, thanks in part to the soothing power of pop song covers by a singing cat. We blew through the last leg of the journey over the mountains into greater Los Angeles.
For a fossil fuel vehicle, this would have been no big achievement; just about any old gas-burner could make a 400-mile highway trip with a single stop. In an EV, it’s a picture of what’s becoming possible as batteries get bigger and better, and more EVs have ranges that top 300 miles. Because believe me, if you want to road trip in an electric vehicle, you should buy all the range you can afford.
When my wife and I got a Tesla Model 3 six years ago, our simple single-motor edition came with a nominal 240 miles of Environmental Protection Agency-rated range. Pretty good, we thought. That’s nearly the distance to Las Vegas, and certainly enough to make the trip of 350 miles or so to San Francisco on one recharging stop.
How young I was. Range, remember, is a relative thing; an EPA miles rating doesn’t mean you’ll go that far. Compared to driving 50 miles per hour on some lonesome highway, range dips noticeably when you’re ignoring the 70 mile-per-hour speed limit on Interstate 5, just trying to get home. It is also impractical to use a battery’s entire capacity. Once you’ve passed 80% to 85% capacity, recharging slows dramatically, so much so that it’s annoying to sit there and accumulate a few extra miles unless you really need them. And when you’re driving, the miles below 10% aren’t usable unless you’re totally comfortable arriving at the next charger with just a percent or two left on the battery.
Because of these limitations, my little Tesla can’t really travel more than 140 to 150 real miles at freeway speed. As the battery has gotten older and its range has dwindled, the journey to San Francisco can be accomplished in two charging stops only if we begin with a full battery, carefully plan our stops, and don’t have to waste energy running the A/C on full blast because it’s obscenely hot. More commonly, the trip takes three full charging stops.
To be clear, this is not the worst thing in the world. It adds travel time, certainly, when compared to the Cannonball Run my wife used to make in college, stopping just once at the halfway point to get some gas. But with a baby in the back, we’re taking at least a couple breaks no matter what. The real problem driving long distances in an EV with low or fading range is that the trip becomes an exercise in logistics. You’re constantly aware of the car’s estimate for how much range will remain when you reach your destination — and alarmed if that number starts to decline. You also rarely stop just because you want to when there are so many stops you have to make.
To get a taste of the better life to come, I borrowed an R1S Tri Max Ascend for a long weekend trip to the Bay Area. A triple-motor, absurdly overpowered version of Rivian’s SUV, the Tri Max is a $105,000, nearly 7,000-pound behemoth that can outrace sports cars on a drag strip. Yet because of its enormous battery pack, the giant EV can still deliver more than 300 real-world miles on a charge, enough to fulfill my long-held fantasy of charging only once on the way to San Francisco.
The difference was apparent within the first two hours. As we crept through heavy traffic leaving Los Angeles on U.S. 101, the baby threw a fit. In my shorter-range EV, I would’ve powered through the ear-piercing misery for as long as it took to reach a Supercharger in Santa Barbara, then eaten whatever happened to be around. In the R1S, we knew we could make it comfortably all the way to Rivian’s fast charger in Pismo Beach, about halfway to S.F. So we pulled off in one of our favorite seaside towns, Carpinteria, for happy hour crab cakes to give the child a break from her seat.
It took a lengthy stop in Pismo to refill the Rivian’s gigantic battery, one we spent buying baby clothes at the outlet mall. But that got us to the Bay Area, where a quick pit stop at one of the Tesla Superchargers now open to non-Tesla cars provided plenty of electricity to bum around town all weekend. The only hitch in road-tripping in the Rivian is where you choose to stay — our hotel had one compatible slow-charging bay for overnight energy, but I never could snag it.
No, long range can’t duplicate the mad dash experience for the kind of drivers who want to stop only five minutes every four hours in order to “make good time.” And EV driving still requires more mental math than the old ways, where you would notice the fuel gauge is getting close to E and pull off at any of America’s multitude of gas stations. But extended range does give the EV driver more of the classic road trip experience, where stops are determined by life — bathroom breaks, coffee refills, backseat tantrums — and not solely by charging needs. And there’s nothing like having enough range to just get home when everybody in the family needs the trip to end.
The good news is that range is getting better across the board. A half-decade ago, a lot of pure EVs came with ranges that were barely above 200. Now, many more come with at least 240 to 250 miles in their entry-level versions, with battery upgrades available that take the figure north of 300.
The bad news is that range costs. No, you don’t have to splurge for a six-figure vehicle like the R1S Tri Max to get a big battery. Even with more affordable EVs, though, it costs thousands of dollars extra to get the larger battery, and with it, road trip peace of mind. An ideal solution to this problem is leasing, which gets people into better EVs for a lower monthly payment (and doesn’t leave them worrying about a battery’s long-term health as they would if they bought the car). But a lot of great lease deals are going to get a bit worse if the current government succeeds in undoing electric vehicle incentives.
For plenty of drivers, the extra cost won’t be practical or worthwhile — they could spend much less to stick with a hybrid vehicle, or settle for making a few extra road trip stops in a less expensive EV. But if I’m being honest, long range is a life-changer for anybody who loves the open road. EVs are already better than combustion cars in the city. Once driving range reaches well above 300 miles, they’re just about as good on the interstate, too.
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The number of data centers canceled after pushback set a record in the first quarter of the year, new data from Heatmap Pro shows.
Data centers are getting larger and larger. But even so, few are as large as the Sentinel Grove Technology Park, a proposed data center near Port St. Lucie, Florida.
The proposed facility — which became known as Project Jarvis — was set to be built on old agricultural land. It would use up to 1 gigawatt of electricity, enough to power a mid-size city, and bring in up to $13.5 billion in investment to the county.
The project was immediately controversial. But its developers anticipated issues: They would build their own self-contained, self-provided water facilities to service the project, and they agreed to set its 60-foot buildings back far enough from the road so that they couldn’t be seen by drivers.
It wasn’t enough. The project lost a key vote in the planning board in October. And in February, Project Jarvis’s developers withdrew their land use application entirely after Governor Ron DeSantis proposed AI regulation in the statehouse.
The facility was the largest data center project canceled after facing opposition in the first quarter of 2026. But it wasn’t the only one.
At least 20 proposed data center projects were canceled after local pushback during the first three months of 2026, smashing a record set only in the previous quarter, according to a review of press accounts, public records, and project announcements conducted by Heatmap Pro.
These canceled projects accounted for more than $41.7 billion in investment and represented at least 3.5 gigawatts of electricity demand.
The cancellations reveal the rapidly expanding backlash to data center construction has not yet peaked. From Georgia to Pennsylvania, locals have rebelled against newly proposed data centers, even when the planned facilities are not planning to run artificial intelligence models.

If anything, fights over data centers are surging now. Heatmap Pro’s researchers added roughly 100 new data center fights to their database during the first three months of the past year, a new record.
These fights are succeeding in terminating projects. Last year, roughly 25 data center projects were canceled nationwide after facing some type of local opposition, according to Heatmap Pro data. The country is likely to break that record in 2026 over the next few weeks, our data suggests — only five months into the year.
At least $85 billion in data center projects have been canceled over the past three years, according to Heatmap Pro data.

These numbers haven’t been previously reported. Over the past year, researchers at our intelligence platform Heatmap Pro have conducted a comprehensive national survey of local opposition to data center construction. They have regularly called every U.S. county to tally data center cancellations and any new rules limiting data center construction.
This data is normally available to companies and individuals who subscribe to Heatmap Pro, but we periodically publish a high-level summary of this data. We last released our results in January.
Current conditions: The East Coast’s Acela corridor is cooling down this week, with temperatures dropping from 85 degrees Fahrenheit in Philadelphia yesterday to the 60s for the rest of the week • Cape Agulhas is under one of South Africa’s Orange Level 6 warnings for damaging winds and dangerous waves • Floods and landslides in Brazil’s northern state of Pernambuco have left six dead and thousands displaced.
The Securities and Exchange Commission has advanced a measure to formally end Biden-era climate disclosure rules for publicly-traded companies. The regulator sent the proposal to the White House’s Office of Management and Budget for review on May 4, according to a post on a government website first spotted by Bloomberg. The Wall Street watchdog’s 2024 disclosure rule mandated that publicly traded companies report on the material risks climate change poses to their business models, including the financial impact of extreme weather. Some large companies would have been required to disclose Scope 1 emissions, which are produced by the firm’s own operations, and Scope 2 emissions, which are produced by companies with which the firm does off-site business such as electricity. The rule had already been watered down before its finalization to remove Scope 3 emissions, which come from suppliers up and down the value chain and from customers who use a product such as oil.
In an even bigger move, the SEC also proposed scrapping mandatory quarterly reporting for U.S.-listed companies, instead switching to a twice-yearly filing. The idea, which President Donald Trump first floated years ago as a way of getting companies to focus on longer-term goals, “would provide companies with increased regulatory flexibility,” SEC chair Paul Atkins told the Financial Times. “Public companies have an obligation under the federal securities laws to provide information that is material to investors. Yet, the rigidity of the SEC’s rules has prevented companies and their investors from determining for themselves the interim reporting frequency that best serves their business needs and investors.” While cast as part of a larger deregulatory push, the move could actually be a boon to climate action. Supporters of decarbonization have long lamented how quarterly reporting norms disincentivized costly bets that take longer than three months to pan out.
If you have ever body surfed in the ocean — or observed how docks and peers weather over time — it’s easy to intuit why harnessing renewable energy from waves is so tricky. Among experts who often list wave energy along with tidal power as two sources of underdeveloped but potentially promising renewable energy, the latter has long been considered the more commercially viable, with turbines harnessing tidal flows already in operation in France and elsewhere. Wave energy, by contrast, has been perceived as a riskier frontier in the energy industry.
That didn’t stop wave-energy startup Panthalassa from raising $140 million in a Series B round led by Silicon Valley billionaire Peter Thiel this week as the company looks to develop floating data centers that can operate in open ocean. The financing will fund the completion of the company’s pilot manufacturing facility near Portland, Oregon, and speed up deployment of its Ocean-3 series of facilities that “will perform AI inference computing at sea” with power generated from ocean waves.
“There are three sources of energy on the planet with tens of terawatts of new capacity potential: solar, nuclear, and the open ocean,” Panthalassa CEO and co-founder Garth Sheldon-Coulson said in a statement. “We’ve built a technology platform that operates in the planet’s most energy-dense wave regions, far from shore, and turns that resource into reliable clean power. We’re now ready to build factories, deploy fleets, and provide a sustainable new source of energy for humanity.” The deal, per the Financial Times, values the company at about $1 billion. “The future demands more compute than we can imagine,” Thiel said in a press release. “Extra-terrestrial solutions are no longer science fiction. Panthalassa has opened the ocean frontier.”
The company has some competition. Earlier this year, the San Francisco-based Aikido Technologies launched a new line of floating platforms for deep-water offshore wind turbines that include data centers built into the ballasts.
Allow me to give you a glimpse into the anxious mind of a young father: Sometimes, I distract myself from my fear over what global weather patterns might look like by the time my one-year-old daughter is my age with my more urgent terror over what particulate matter is entering her perfect little lungs and what microplastics sneak into even her home-cooked meals. Well, worry not! Turns out the two aren’t mutually exclusive. In theory, I knew this was always the case, since the rise of plastic pollution is at least somewhat spurred on by oil and gas companies making big money off the feedstocks for the cheap, single-use plastics that break down into dangerous tiny particles in our environment. But new research shows that microplastics in the atmosphere are actually magnifying the effects of climate change. In a new paper published in the journal Nature Climate Change, scientists in China and the U.S. outlined how tiny, colored plastic bits absorb sunlight as the wind blows them around the world, trapping heat and adding to temperature rise. “The plastic problem is not just in our blue oceans, it is also in the invisible skies above us,” Hongbo Fu, a co-author of the study and an atmospheric scientist at Fudan University in Shanghai, said at a press conference, per Bloomberg. “Climate models need to be updated.”
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Like wave and tidal power, geothermal was once a sleepy corner of the clean energy world. But next-generation startups that promised to use new drilling techniques to harness geothermal energy in more places than ever thought possible are radically upending an industry that saw its largest power station — the Geysers in California — built in the 1960s and hitherto hadn’t aimed higher. Until a few years ago, next-generation geothermal drilling was esoteric even among energy nerds. But things change quickly in the modern energy business. Fervo Energy, the first major next-generation startup to prove that fracking technology could be used to revolutionize geothermal power, is now eyeing a $6.5 billion valuation. That’s according to a document the company filed with the SEC this week as it prepares to raise more than $1.3 billion in an initial public offering of its stock.
Fervo sees a big market. As Heatmap’s Matthew Zeitlin wrote last month when the company first filed to go public, Fervo told investors its reviewed leases represent over 40 gigawatts of energy. That’s equal to about 15% of all installed solar capacity in the U.S.

The United Arab Emirates already ranks as the world’s seventh-largest producer of crude, and could ascend as the country’s exit from the Organization of the Petroleum Exporting Countries frees Abu Dhabi to pump for oil. The UAE’s debut atomic power plant — the four-reactor, Korean-built Barakah station in Abu Dhabi — set a new standard for nuclear construction in a Western-aligned nation and vaulted the federation of monarchies to the forefront of global discussions about fission. Now the UAE is making a big move on solar. Abu Dhabi’s state-owned renewables developer Masdar has signed a deal with Emirates Water and Electricity Company to deploy more than 30 gigawatts of solar capacity and 8 gigawatts of batteries. “As the driving force behind the UAE’s energy transition, EWEC is at the forefront of a global shift towards sustainable, utility-scale power and water production,” Ahmed Ali Alshamsi, the utility chief in charge of the Emirates Water and Electricity Company, told PV Tech. “This CFA with Masdar is a pivotal strategic tool that empowers us to accelerate this transformation and meet 60% of Abu Dhabi’s total energy demand from renewable and clean sources by 2035.”
Norway led the world in electric vehicle adoption. It’s now at the forefront of autonomous vehicle adoption. Europe’s first self-driving bus without a supervisor onboard is set to be rolled out in the southwestern city of Stavanger following a recent regulatory change. While the bus still requires preparation by a human before operating, the project has been underway since 2022 and represents Europe’s most advanced public deployment of the technology.
Rob talks with the billionaire investor and philanthropist about how energy, Chinese EVs, and why he’s “very optimistic” that Congress will pass permitting reform this year.
If you work around climate or clean energy, you probably know about John Arnold. Although he began his career as a natural gas trader, Arnold has since become one of the country’s most important clean energy investors. He’s the chairman of Grid United, a transmission development firm undertaking some of the country’s most ambitious power line projects, and he is an investor in the advanced geothermal startup Fervo. He and his wife Laura run the philanthropic organization Arnold Ventures.
On this week’s episode of Shift Key, Rob talks with Arnold about the current energy chaos and what might come next. They discuss Arnold’s first trip to China, whether Congress might pass permitting reform this year, and what clean energy companies should learn from the fossil fuel industry.
Shift Key is hosted by Robinson Meyer, the founding executive editor of Heatmap News.
Subscribe to “Shift Key” and find this episode on Apple Podcasts, Spotify, Amazon, or wherever you get your podcasts.
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Here is an excerpt from our conversation:
Robinson Meyer: What needs to change or what needs to happen between now and, say, the end of the year for [a permitting deal] to actually get done?
John Arnold: So I think on an election year, it's very unusual for any big piece of bipartisan legislation to get passed, really, the whole year. And so what we're really looking at is most likely is that it would get passed after the election in the lame duck period. And so you start working backwards from there and really need to have language that's agreed upon in the next 45 days. It's hard to work over the summer. Congress scatters. Everybody scatters. Then you come back. There's a little bit of work time in September, and then everybody's focused on the elections. So the bill needs to get written today. And then again, in the next 45 days, and there's a lot of work happening behind the scenes. So again, sometimes it's hard to know exactly where it is, but everybody's saying the right things. There's been fits and stops to date, particularly when the administration hit the pause on offshore wind. They've made some changes. They brought Senator Whitehouse back to the negotiating table, for instance. So again, everything I think is looking good, but getting anything passed in D.C. these days might be a long shot.
You can also find a complete transcript of the episode on Heatmap.
This episode of Shift Key is sponsored by Salesforce.
Salesforce is the No. 1 AI CRM, where humans with agents drive success together. We invest in bold climate technologies and leverage agentic AI to accelerate nature-based solutions that benefit people and the planet. Learn more. You can also learn more about Salesforce's investments in watersheds here.
Music for Shift Key is by Adam Kromelow.