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On the R1S and R1T, fusion, and a copper shortage

Current conditions: China just experienced its warmest spring on record • Some residents in Sydney, Australia, are evacuating after excessive rainfall caused a dam to overflow • Eleven people suffered from heat exhaustion while waiting outside a Trump rally yesterday in Phoenix, Arizona, where temperatures reached 113 degrees Fahrenheit.
The Department of Energy wants to to “accelerate” the development of commercial fusion energy. It will put $180 million toward funding fusion research from universities, nonprofits, national labs, and also private companies. The department also plans to create a public-private consortium framework that will utilize funding from state and local governments, private companies, and philanthropies. President Biden has a goal of developing commercial fusion within a decade. Nuclear fusion, the process by which stars produce energy, is seen as a sort of holy grail for the future of clean power, but research into harnessing this reaction has so far been slow and costly, hence the DOE’s new strategy to ramp things up.
EV maker Rivian unveiled the next generation of its flagship R1 vehicles this week: the R1S SUV and the R1T pickup. To survive what may be the defining year of its life, the company is trying to cut the costs of these vehicles without hurting their performance, and it plans to do so by swapping out 600 under-the-hood components for new parts that improve efficiency and in-house manufacturability. For example, the company says it managed to remove 1.6 miles of wiring from each R1 vehicle just by revamping the electrical system. “Rivian has focused its efforts on reworking the guts,” wrote Kirsten Korosec at TechCrunch, “changing everything from the battery pack and suspension system to the electrical architecture, interior seats, and sensor stack.” The new R1S will start at $75,900 and the R1T will start at $69,900, but considering the company is losing something like $38,000 per vehicle right now, Fred Lambert at Electrek is correct when he notes “the bigger question is how much it costs Rivian to build them.”


The rise of artificial intelligence is putting added pressure on the supply of copper, a metal that is key to the renewable energy transition. A recent report from the International Energy Agency concluded that existing and planned copper mines will only meet 80% of global needs by 2030. Analyzing forecasts from JP Morgan and Bank of America, The Wall Street Journal reports that by that same year, the power-hungry AI data centers will exacerbate a predicted global copper deficit of 4 million metric tons by another 2.6 million tons. The IEA has called for expanding critical mineral supplies, and improving recycling. Copper recycling rates are low currently, but the WSJ said “that could change as AI data centers add to strained demand.”
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The EU’s Copernicus Climate Change Service yesterday released its analysis of global temperatures for May 2024, finding that the month was warmer than any prior May on record, coming in at 1.52 degrees Celsius (almost 3 degrees Fahrenheit) above pre-industrial May averages. The average sea surface temperature, too, was the highest on record for the 14th straight month. The graphic below gives a sense of just how unusual the sea surface temperatures have been over the last year. The increase observed over 2023 and 2024 is in red – you can’t miss it.

Researchers at the University of Cambridge say they’ve discovered a new, energy efficient way of removing carbon dioxide from the air using low-cost materials. Their direct air capture process utilizes activated charcoal, a cheap material often used to help filter and purify water. Using a similar process to charging a battery, the charcoal is “charged” in such a way that makes certain ions accumulate in its pores. Those ions bond with CO2, removing the gas directly from the air. Once the CO2 has been collected, it has to be released from the “charcoal sponge” and stored. This is done by heating the charcoal to about 100 degrees Celsius. This relatively low temperature is important, because it can be achieved using renewable electricity, whereas “in most materials currently used for CO2 capture from air, the materials need to be heated to temperatures as high as 900°C, often using natural gas,” the team wrote. They’ve filed a patent for their technology and are working on commercialization. The research was published in the journal Nature.
Tesla is selling new “Tesla Mezcal” in the U.S. One bottle costs $450.
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There is a heat wave in Europe, the world’s fastest warming continent. And so, as you may have heard, a perennial topic of online climate discourse has returned: Why don’t more Europeans have air conditioning?
I’m partially convinced this is psy op, or at least a figment of how social media organizes attention. I have a hypothesis that various “For You” page algorithms, especially that of the social network X, began to reward content that performed unusually well across national borders a few years ago. Since then, the amount of America vs. Europe content has surged. (Of course, writers have been comparing American and European lifestyles for much longer than that.)
Suffice it to say, though: It’s a fraught topic. I’ve assumed that as extreme heat gets worse as the climate changes, Europeans will simply get on with it and install AC, much as Americans in the Pacific Northwest have done. Yet there are cultural and regulatory obstacles to AC’s growth in Europe.
I’m sure I’ll write about it in the future, but for now I want to get a grip on the facts themselves. And so as a Friday special, I present to you — the facts about European AC, as I understand it:
Thanks so much for reading, and talk soon.
The movement against data centers is raising up a raison d'etre of the anti-renewables movement: protecting would-be farmland.
Farm owners and operators across the U.S. are winning national headlines almost every week for rejecting big dollar offers from data center developers. In Hanover County, Virginia, protestors are chanting “Grow Tomatoes, Not Data Centers.” In Pennsylvania and elsewhere, Republican legislators are mulling proposals to block the sale of so-called “prime farmland” for data center development. In Texas, the fight over data center development has engulfed the race for the state’s ag commissioner seat. In the Midwest, where agriculture reigns supreme, statewide races and congressional campaigns are slowly but surely being defined by the issue. Like in Nebraska where Austin Ahlman, an independent candidate running for Congress in Nebraska’s first district, told me he believes the data center backlash is reflective of a populist politics that broadly criticize elites and top-down control of the economy: “I think sometimes people misunderstand the anxieties of rural Americans when it comes to these data centers because a lot of their fears are about control long term.”
Unlike the farmland backlash around renewable energy development, the loudest critics are on the anti-monopolist left. On Wednesday, the prominent opposition group Food and Water Watch signaled farmland could soon be a watchword in the national data center debate – in a fashion analogous to what we’ve seen with renewable energy. The organization’s blog post entitled “The AI Data Center Boom Is Coming for Farmers” declared data centers verboten because of the threat they posed to “small and midsized family farmers.” Mitch Jones, deputy director of the campaign outfit, said he believes the threat to farmland is “a compelling reason to oppose data center development” but that his organization’s fight is primarily focused on protecting small business owners and an anti-monopoly sentiment.
“If data centers are coming into their areas, this puts even more pressure on them. It drives up the cost of their electricity, just as it does anyone else. It competes with them for water for crops, and it affects the value of their land in a perverse way,” Jones told me.
None of this should be surprising. An agricultural workforce has always been a good barometer for figuring out if a community will accept new infrastructure of any kind. We’ve seen as much time and time again with renewable energy, carbon capture, fossil energy and mining, just to name a few industries.
This same rule is true with data centers. In April, county commissioners in Kosciusko County, Indiana, unanimously rejected a Prologis data center; nearly 90% of acreage in Kosciusko County is being actively farmed, according to the Heatmap Pro database. Linn County, Iowa, in February enacted a rule severely restricting data center development in unincorporated areas; almost three-fourths of the land is used by the ag sector. A potential Amazon facility is causing heartburn in Clinton County, Ohio; nearly all land in the county is used for farming and utility-scale solar development has a recent history of conflict with landowners.
To be candid, I’m struck by the similarity in the backlash over siting data centers on farmland – a resemblance so close that some counties are starting to restrict renewable energy and data center development on farmland at the same time. This week, Eau Claire County, Wisconsin created a new “farmland preservation plan” discouraging utility-scale solar energy and data centers on any potential farmland. (More than 40% of land in this county is currently being used for farmland, according to Heatmap Pro.)
Jones at Food and Water Watch said his organization taking on the “protect farmland” mantle had nothing to do with the success this argument has had against renewable energy. “That thought never entered my head,” he told me, adding that if communities respond to the data center backlash by taking steps that short-circuit solar and wind too, that’s “a coincidence.”
I kept pressing. What if the pivot to farmland protection leads to more communities restricting renewable energy along with the data centers? “If you’re looking for a reason to oppose solar and wind, you can come up with that without having to attach data centers to it,” Jones said. “We’ve seen rural communities oppose solar and wind before data centers blew up across the country. It’s nothing new.”
And more of the week’s top news around project fights.
1. Virginia Beach, Virginia – The right-wing interest group lawsuit against Dominion Energy’s Coastal Virginia offshore wind is now dead, concluding one of the wackier tales of the Trump 2.0 energy era.
2. Box Elder County, Utah – Call it the Box Elder County massacre.
3. Davidson County, Tennessee – We have the latest updates in the Nashville Zoo data center drama and they’re a doozy and a half.
4. Clark County, Ohio – Yet another utility-scale solar farm is in the Ohio state permitting graveyard.