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It took a lot of scrutiny and a lot of patience, but the city council is finally making progress against natural gas infrastructure.

Susan Albright, a city councilor in Newton, Massachusetts, was reviewing the latest batch of requests from the local gas utility in early July when one submission caught her off guard. The company, National Grid, regularly asks the city for permission to tear up stretches of road in order to replace aging gas mains and service lines. But this time, the utility wanted to install a new 46-foot pipeline leading to Newton Crossing, a mixed-use housing development that’s currently under construction.
“I thought, Oh my god,” Albright told me. “Here we are trying to get rid of pipe, and here’s some new pipe that they’re asking for.”
Such “grant of location” requests used to be a rubber stamp exercise for the Public Facilities Committee, of which Albright is the chair. But more recently, they’ve become contentious. Activists have started showing up to public meetings to question the necessity of pipeline work. Could the pipes be repaired instead of replaced? Or even better, retired? Could the houses served by them be electrified?
To get ahead of public outcry about a brand new pipe, Albright sprung into action. She pulled up plans the housing developer had filed with the city and learned that the apartments were intended to be all-electric. The developer had requested a gas connection solely to serve commercial businesses on the ground level. Albright found a contact for the project and picked up the phone.
“Is there any possibility that you could go electric for your commercial?” she recalled asking, explaining the connection between natural gas and climate change, and the city’s goal of weaning off gas. “At first he was very reluctant,” she told me. “But then he called me back and said that he’s willing to try it.” His ability to do so will depend on whether the electric utility can supply enough power. Nonetheless, Albright had successfully pushed a vote on the request to a later date. “We will review that grant of location at our meeting on July 28, and hopefully he will withdraw it, but we don’t know,” she said.
The city committed to transitioning away from natural gas by 2050 as part of its Climate Action Plan, enacted in 2019. Although residents have started to electrify their homes, the city hasn’t been able to slow down investment into the gas system. The story of Newton Crossing illustrates a strategy that has finally begun to move the needle. Councilors and activists have begun doggedly scrutinizing each of National Grid’s requests in hopes of finding alternatives that avoid investing more ratepayer money into a gas system that is — or should be — on a path toward obsolescence.
Progress has not been linear, and almost all of these attempts have so far failed. But the city does seem to have gotten the company’s attention. Earlier, in June, National Grid came to Newton with a different kind of request — an invitation to embark on a collaboration together with the local electric utility, Eversource, to proactively plan the city’s transition away from gas, and in doing so, begin to create a model for the company, the state, and possibly the country.
“I’m so excited to be here today because this is the first of its kind,” Bill Foley, National Grid’s director of strategy and transformation told the Public Facilities Committee while presenting the proposal. “We’ve never sat down with Eversource, National Grid, and another community to talk about how we’re going to broadly electrify a community.”
The subterranean network of natural gas pipes that runs under Massachusetts is old and leaky, with some sections dating back to the late 19th century. Utilities in the Commonwealth have always been required to address dangerous leaks, but in 2014, the state passed a law incentivizing more proactive measures to replace or repair leak-prone pipes. It was a matter of public safety as well as environmental protection — the methane that seeps out can kill tree roots in addition to being a powerful greenhouse gas.
The law created the Gas System Enhancement Program, or GSEP. Each fall, companies would file annual plans to the Department of Public Utilities outlining all the pipeline repair and replacement projects they aimed to complete in the coming year. In return, they’d get quicker approvals from regulators and be able to recover the costs more quickly from ratepayers.
In the years since, utilities have spent billions of dollars replacing thousands of miles of pipelines. Simultaneously, the state has fleshed out its plans to tackle climate change, making it clear that electrifying buildings would be a key component. As a result, the tide of public opinion about the pipeline program shifted. Replacing aging pipes may actually be worse for the climate, many activists now believe, since it means putting major investments in new fossil fuel infrastructure, thereby increasing inertia in the energy system and possibly delaying the transition to carbon-free solutions.
Former mechanical engineer Peter Barrer is one of those activists. Barrer lives in Newton, and has become an expert on the local gas network and the state’s pipeline policies. Using public data filed with state regulators, he calculated that out of the $18 million National Grid spent to address aging pipes under the GSEP program in Newton in 2023, only about $200,000 went to repairs, with the rest going to replacements. (National Grid later disputed the number, reporting that it spent $3 million on repairs that year.)
Barrer is concerned that the GSEP gives the company cover to spend excessively on pipeline replacements, which earn them larger profits than repairs. Other analysts have reached similar conclusions. Last year, the energy research consultancy the Brattle Group submitted testimony to state regulators on behalf of the Massachusetts attorney general’s office arguing that utilities are increasingly using GSEP to make everyday capital improvements. The level of spending “goes far beyond remediating immediate risks to safety caused by gas leaks,” the consultants wrote.
Barrer’s research on GSEP led him to a potential point of leverage with National Grid. When the utility wants to dig up a street, it has to submit a Grant of Location request to Newton’s Public Facilities Committee, which is then subject to a public hearing.
Newton is a progressive city that has long been at the forefront of climate action in the state. It’s one of 10 communities granted permission by the state to ban gas hookups in new buildings. (The Newton Crossing development got its permits before the policy went into effect.) The city council has also passed an ordinance requiring the largest existing buildings to reduce their emissions to net-zero by 2050.
While the Public Facilities Committee doesn’t have the power to deny National Grid’s Grant of Location requests, Albright, the city councilor, told me, the meetings do present an opportunity to engage with the utility. Members and the public can ask questions and delay approvals. Barrer and other activists began using the requests as an opportunity to highlight the paradox of the city approving new gas infrastructure.
One particularly contentious fight began last October over a replacement on Garland Road, a street known for hosting a “Sustainable Street Tour,” during which residents spoke about their experiences greening their homes with solar, insulation, EVs, and heat pumps. “Bells kind of rang in my mind,” Barrer told me. “Here’s a great place to fight National Grid.”
The gas company argued that the Garland Road pipeline, 600 feet of cast iron from the 1920s, was simply too high-risk. “National Grid cannot agree to delay replacement long enough to determine if the Garland Rd customers that still use their gas service for one or more uses are willing to have their gas service disconnected,” Amy Smith, the director of the company’s New England Gas Business Unit, wrote in an email to Albright in January. “In addition, even if all customers on Garland Rd agree to have their gas service cut off, we do not currently have a mechanism to fund the costs of full electrification of each home.” The Committee signed off on the project.
But activists continued to challenge it. A resident of Garland Road, Jon Slote, surveyed his neighbors and found that all were either neutral or supportive of electrification. He also put together a cost comparison and found that the capital cost of electrifying the homes was 18% to 41% lower than that of replacing the pipeline.
National Grid didn’t budge. One of the reasons the block couldn’t be electrified, Smith explained to Barrer in emails that I reviewed, was that this segment of pipe “plays a critical role in providing pressure support for approximately 120 homes in the area. Maintaining minimum pressure is vital for both safety and reliability.”
Barrer told me he’s skeptical that replacing the pipe is the only solution, but acknowledged that the issue is real.
Perhaps Barrer’s biggest grievance, though, is that National Grid frequently makes requests that are not in its regulator-approved plans. Nearly 60% of the money the company spent in 2023 and was able to recover through the expedited GSEP process went to such projects, he found. A related issue: GSEP plans often don’t disclose the full extent of each project. “This is important for municipal planning,” Barrer told me. If the public can’t see in advance which areas the company is planning to work on, he said, “there’s no opportunity for the city to investigate. Maybe there’s streets on there that we can get support for electrification.”
He described the fight over gas pipelines in Newton as “a David and Goliath situation.” Activists want the opportunity to get ahead of these projects and figure out alternatives, he said, but aren’t given enough notice or details. “They have all the cards. They have a monopoly on gas, and they also have a monopoly on information.” He wants the state legislature to help them put up a fairer fight by passing two new bills that would require the utilities to disclose more information, sooner.
Albright, meanwhile, told me she thinks National Grid has acted in good faith. “The people that I’ve been working with, I trust that they’re trying to do the best for the company and for us as customers. I mean, they don’t want these pipes to explode.”
For about a year, Albright said, she has been having conversations with Smith of National Grid about what the city could do to start getting off gas. At the end of 2024, Smith came back with an offer — National Grid would work with Newton on an electrification pilot project. The company has since provided the city with a list of streets to consider for the pilot — mostly dead ends on the outskirts of the gas system, areas where taking out a stretch of pipe won’t affect other customers downstream.
Meanwhile, a lot has changed at the state level. Late last year and continuing into this spring, lawmakers and regulators enacted new policies to reform GSEP and better align it with the Commonwealth’s clean energy plans. That meant focusing on the highest risk pipes, prioritizing repairs instead of replacements, lowering the cap on spending for companies, and enabling them to spend some of the money on alternatives to pipelines, including electrification projects.
Perhaps these changes help explain what led National Grid to approach Newton earlier this summer with its proposal to collaborate. At the Public Facilities Committee’s June 18 meeting, representatives from National Grid and Eversource spent nearly three hours explaining their “integrated energy planning” effort, figuring out how to transition from gas to electricity while containing costs and ensuring reliable service. Now they wanted the chance to begin testing it out in a community.
“The technical stuff is easy,” Foley of National Grid told the Committee. “When it comes to knocking on a door and saying, Hey, how do we get you to electrify? That’s the challenging part. That’s what we’re going to learn.”
The Committee, the mayor, and city staff welcomed the idea. Even Barrer is optimistic. “I think it is unprecedented,” he told me, “and it could be very, very useful.” But he’s also skeptical. Will the company actually share the information advocates like him are looking for to analyze alternatives? And will it work quickly?
“From my perspective, every year that the plan doesn’t turn into action is another half a billion dollars of ratepayer money the National Grid gets to invest.” But, he added, “I’m hopeful. Let’s see what actually develops.”
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And it’s blocking America’s economic growth, argues a former White House climate advisor.
Everyone is talking about affordability and the rising cost of energy to power our lives — with good reason. Leading up to Winter Storm Fern, natural gas prices skyrocketed more than 50% in just two days. Since President Trump took office, electricity prices have risen by 13%, despite his promise to cut them in half in his first year. Now, 16% of U.S households are behind on their electricity bills, and that number is expected to rise throughout the winter.
And we all know that much more energy will be needed in the years ahead to meet our electrification needs. The Trump administration and its well-funded allies in the fossil fuel industry are blocking our ability to put the cheapest, most reliable energy onto the grid. They are standing in the way of progress, pushing a false narrative that our country needs more dirty, expensive energy to bring costs down.
Our state and local leaders, environmental advocates, and businesses are the ones pushing to build more. They are the ones focused on a pro-growth agenda that invests in the U.S. economy and meets new energy demand with clean energy. Now is the time for all Americans to stand together, not in anger or frustration, but with hope, inspiration, and resilience. We already have the technologies, policies, and practices we need to deliver a cleaner, safer, and more affordable world. We just have to build it.
It’s time to push for common-sense policies that quickly scale up the cheapest forms of energy — solar, wind, and battery storage — to protect our health and natural resources. And it’s high time we let families keep their hard-earned money rather than pay to keep dirty coal and other volatile and expensive fossil fuels — including natural gas — alive.
Our federal government is propping up polluting sources of energy that are draining our economy. They are forcing coal plants to stay open while costing ratepayers millions. In fact, Trump’s U.S. Department of Energy just extended its order to keep Michigan’s JH Campbell coal plant running for four more months, forcing consumers to pay a whopping $113 million in costs so far, despite the state’s utility saying that “no energy emergency exists.”
Trump’s Environmental Protection Agency is stripping states and Tribes of their authority to protect water resources that their communities depend on to allow more oil and gas pipelines and other fossil fuel infrastructure to be built, doubling down on the very problem that is driving prices up. Retail natural gas prices have risen 11% year over year, far outpacing inflation. Moreover, gas price spikes have been a major factor in rising retail electricity bills, particularly in the Northeast and Southeast. We’re seeing similar cost increases as a result of Trump’s liquified natural gas export policies and his constant attacks on the Inflation Reduction Act.
Let me be clear: Renewable energy is the fastest and cheapest option to add power to the grid. Period. Full Stop. Already nearly 80% of planned power plant capacity is tied to renewable sources, according to Cleanview.co. Solar made up 98% of new capacity this fall. States with the highest levels of wind and solar generation, like Iowa and Oklahoma, have the lowest utility bill rate increases in America. States like New Mexico are already ahead of schedule to meet their clean energy goals, while also keeping rates down.
So don’t buy what the Trump administration is selling. We can have long-term, stable economic growth built on cheap, clean energy that doesn’t trash our watersheds and destroy the places we love. In Nevada and Utah, the Sierra Club worked alongside Fervo to secure a new deal to supply 24/7 carbon-free energy to a large Google data center built with new environmental principles for advanced geothermal. And in Michigan and Illinois, a broad coalition of environmental leaders worked with industry stakeholders to achieve common sense permitting reform to facilitate faster adoption of more affordable energy onto the grid in the Midwest.
We all know from experience that the fossil fuel industry will do everything it can to force us to stick with the status quo. They aren’t going to stand idle and give up their foothold on dirty energy, which they have long enjoyed. That’s why we must deliver pro-growth solutions and stand up against those blocking progress to line their pockets with families’ hard-earned money.
It’s time for us to take charge and build a clean, affordable energy future. We need to call on our policymakers in states and cities to stand up for their constituents. And we need business leaders to invest in our economic future. Now is the time to demand the healthy, low-cost, clean energy future that empowers all of us.
Plus, consolidation in carbon removal.
On Wednesday, I covered a major raise in the virtual power plant space — a sector that may finally be ready to make a tangible impact on the grid after decades of theorizing. Beyond that, investors continued to place bets on both fusion and fission, as the Trump administration continues pushing for faster deployment of new nuclear reactors. This week also saw fresh capital flowing to fleet electrification and climate-resilience solutions, two areas that have benefited less, shall we say, from the president’s enthusiasm.
The fusion startup Avalanche Energy raised $29 million to develop its tabletop-sized microreactors and scale its fusion test facility, FusionWERX, in Washington State. Led by RA Capital Management and joined by existing climate tech-focused backers such as Congruent Ventures and Lowercarbon Capital, this funding round follows what CEO Robin Langtry described to me as multiple breakthroughs in stabilizing the company’s fusion plasma and ridding it of impurities such as excess oxygen.
“Now we really have a very straight technical path to get to this Q > 1 fusion machine,” Langtry told me, referring to the point at which a fusion reaction produces more energy than was used to initiate it, often called “scientific breakeven.” Now that the pathway to commercial viability is coming into focus, Avalanche is starting to invest in expensive, longer-lead-time equipment such as superconducting magnets and systems to manage the fusion fuel, which it expects to arrive at the FusionWERX facility in early 2027. At that point, the startup will begin running tests that could achieve breakeven.
Avalanche is pursuing a technical approach called magneto-electrostatic fusion, a lesser-known method that uses strong magnetic and electric fields to accelerate ions into fusion-producing collisions while keeping the plasma contained. The startup aims to commercialize its tech, which Langtry says has numerous defense applications, in the early 2030s. In the meantime, much of the latest funding will go toward scaling the FusionWERX facility, where other fusion entrepreneurs and academics can test their own technologies — offering the startup a nearer-term revenue opportunity.
The Paris-based small modular reactor company Newcleo announced an $88 million growth investment, as existing European investors doubled down and new EU-based industrial backers jumped aboard, bringing its total funding to over $760 million. The startup, which is now eyeing expansion into the U.S., differentiates itself by running its reactors on recycled nuclear waste and cooling them with liquid lead, which is intended to be safer and more efficient than conventional standard water- or sodium-cooled reactors.
The startup is already investing $2 billion in a strategic partnership with the Sam Altman-backed SMR company Oklo to develop the infrastructure needed to produce and reprocess advanced nuclear fuel in the U.S. Newcleo’s CEO, Stefano Buono, told The Wall Street Journal that he expects to benefit from the Trump administration’s push to expedite domestic nuclear development, which he hopes will help Newcleo speed up its own commercialization timeline. Currently the company plans to complete its first commercial units sometime after 2030.
The company also has a number of creative collaborations underway with Italian firms. These include partnerships with the shipbuilder Fincantieri, which is exploring the potential of nuclear-powered vessels, engineering giant Saipem which is looking to develop floating nuclear plants, and the metals equipment company Danieli, which aims to use SMRs for green steel production.
Mitra EV, a commercial vehicle fleet electrification platform, just raised $27 million in a funding round that includes an equity investment from Ultra Capital and a credit facility from the climate-focused investment firm S2G Investments.
The startup focuses on small- and medium-sized businesses, which often face capital constraints and lack a dedicated fleet manager. While the financials of fleet electrification often pencil out for these companies, the real barriers frequently lie in the maze of logistics — acquiring electric vehicles, building charging infrastructure, coordinating with utilities, and navigating a web of incentive programs. Mitra EV aims to streamline all these tasks through a single platform, claiming to offer immediate cost reductions of up to 75%.
The new capital will help Mitra to expand its suite of offerings, which includes EV leasing, overnight charging infrastructure, and access to a network of shared fast-charging hubs designed specifically for fleets. For now the company operates exclusively in California, but it plans to deepen its presence across the state before expanding into additional regions. Other states such as Oregon, Colorado, Michigan, and New York have also adopted zero-emissions fleet mandates, creating ready markets for the company if it continues to grow.
The software startup Forerunner raised $39 million to scale its platform for local governments to manage and mitigate environmental risk. The company’s AI-powered tools help to centralize detailed geospatial data such as land parcels, infrastructure, inspection records, permitting information, hazard zones, and more into a single system, allowing communities to run stronger risk assessments, stay compliant with environmental regulations, and coordinate responses when floods, storms, or other emergencies hit. The startup works with over 190 local and state agencies across 26 U.S. states.
The round includes a $26.3 million Series B led by Wellington Management, alongside a previously unannounced $12.7 million Series A led by Union Square Ventures. Forerunner first gained traction by helping governments manage floodplains, and this new capital will help fuel its expansion into new areas such as infrastructure management, wildfire risk, and code enforcement.
All of this is unfolding as the Trump administration slashes staff at the Federal Emergency Management Agency, even as extreme weather events are becoming more frequent. The result is mounting pressure on state and local governments, who often still rely on fragmented, outdated systems to get a comprehensive view of their communities and the environmental hazards they face.
Carbon removal company Terradot has acquired the assets, intellectual property, projects, and removal contracts of one of its former competitors, Eion. Both are pursuing a method of carbon removal known as “enhanced rock weathering,” which accelerates the natural process by which CO2 in rainwater reacts with silicate rocks, forming a stable bicarbonate that can permanently lock away CO2 when it’s washed out to sea.
While typically this process takes thousands of years, spreading crushed minerals like basalt or olivine on agricultural fields can dramatically accelerate the process — though precise measurement and reporting remains a challenge. Terradot’s early projects have focused on basalt rocks in Brazil, whereas Eion operates in the U.S. doing olivine-based weathering. This deal could signal a forthcoming wave of mergers and acquisitions in the sector, where there’s a plethora of startups vying to commercialize novel methods of permanent carbon removal.
Current conditions: Temperatures across the Northeast will drop nearly 30 degrees Fahrenheit below historical averages as another five inches snow heads for New England • Warmer air blowing eastward from the Pacific is set to ease the East Coast cold snap by mid-month • Storm Leonardo is pummeling Iberia with rain, killing at least one person so far and forcing more than 4,000 to evacuate Andalusia, Spain.
Developers axed or pared down more than $34 billion worth of clean energy projects across the United States last year as the Trump administration yanked back support for renewables and low-carbon industries. Last year marked the first time since 2022 that companies abandoned more annual investments than they announced in the sector, E&E News reported, citing a new report from the clean energy business group E2. The 61 affected projects had promised about 38,000 jobs.
Things may be looking up for embattled renewables. Offshore wind companies have, so far, won every challenge to President Donald Trump’s orders to halt construction. As I wrote in yesterday’s newsletter, Katie Miller, the right-wing influencer and wife of Trump adviser Stephen Miller, has for the past two days promoted the value of solar and batteries in posts on X. Another data point: The Wall Street Journal just reported that the chief financial officer of the posh home-exercise bike company Peloton is jumping ship to the solar company Palmetto.
A federal judge in Texas struck down a 2021 law barring state agencies from investing in firms accused of boycotting fossil fuel companies, ruling that the statute was unconstitutional. In his decision, Judge Alan D. Albright of the U.S. District Court in Austin blocked the state from enforcing the law, known as SB 13, which he ruled was targeting activities protected by free speech rights. “SB 13 is impermissibly vague in violation of the Fourteenth Amendment because it fails to provide persons of ordinary intelligence a reasonable opportunity to know what conduct is prohibited and does not provide explicit standards for determining compliance with the law,” Albright wrote in a 12-page decision. “Thus, the law is unconstitutional and unenforceable.” The decision, The New York Times reported, was part of a lawsuit filed in 2024 by the American Sustainable Business Council on behalf of two companies, Ethos Capital and Sphere, which claimed they were put on a blacklist.
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For France, Russia, and Japan, nuclear waste isn’t waste at all — spent fuel is reprocessed to separate out the harmful byproducts caused by fission and extract some of the roughly 95% of uranium left behind after a used fuel assembly comes out of a reactor. The U.S., too, would be in that club of nations were it not for former President Jimmy Carter’s decision to kill off what was supposed to be America’s first commercial recycling plant for nuclear waste back in the 1970s. Since then, no one has seriously attempted to revive the industry. That is, until now. Last month, as I reported here, the Department of Energy announced plans to set up nuclear fuel campuses where startups could test out recycling technology. On Thursday, the agency awarded $19 million to five startups to hasten development of recycling technology. “Used nuclear fuel is an incredible untapped resource in the United States,” Assistant Secretary for Nuclear Energy Ted Garrish said in a statement. “The Trump Administration is taking a common-sense approach to making sure we’re using our resources in the most efficient ways possible to secure American energy independence and fuel our economic growth.” One of those companies, Curio Solutions, told me the funding shows the technology is “now moving decisively toward scaling up for ultimate full commercialization.”
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Amazon outbid Puget Sound Energy last month in an auction for a 1.2-gigawatt solar farm in Oregon in a move the Seattle Times warned left “the utility concerned about a larger competition for resources with energy-hungry artificial intelligence companies.” The tech giant agreed to pay $83 million for the facility, which could end up as one of the largest solar projects in the U.S. The project, which would span 9,442 acres, plans to build an equal amount of battery storage capacity. The bidding war was close. PSE’s final offer was $82 million. “We are used to being kind of the only buyers for these things as utilities, and now there are other buyers who are a little bigger than we are,” Matt Steuerwalt, senior vice president of external affairs at PSE, told the newspaper Thursday.
Amazon said Thursday it plans to spend an eye-popping $200 billion — with a B — on AI infrastructure this year alone. It’s not alone in the big spending. Alphabet, Google’s parent company, announced Wednesday that it expects to spend between $175 billion to $185 billion on data centers, energy, and other AI investments this year, roughly double what it paid in 2025. But as Heatmap’s Matthew Zeitlin noted, Google’s spending spree is “fabulous news for utilities.” Just last week, utility and renewable developer NextEra told investors on its quarterly earnings call that it expects to bring 15 gigawatts of power to serve data centers over the next decade. “But I’ll be disappointed if we don’t double our goal and deliver at least 30 gigawatts through this channel by 2035, NextEra chief executive John Ketchum said.
Chronic exposure to fine particulate matter from wildfires is killing an average of 24,100 people in America’s lower 48 states each year, according to a new study. The paper, published Wednesday in the journal Science Advances, examined the period from 2006 to 2020 and found that long-term exposure to the tiny particulates from the blaze is linked to at least that many deaths. “Our message is: Wildfire smoke is very dangerous. It is an increasing threat to human health,” Yaguang Wei, a study author and assistant professor in the department of environmental medicine at Icahn School of Medicine at Mount Sinai, told the Associated Press. A scientist at the University of California at Los Angeles who was not involved in the study described the findings as “reasonable” and called for further research. A paper from 2024, which Heatmap’s Jeva Lange covered at the time, found a 10-fold increase in deaths from wildfire smoke from the 1960s to the 2010s.
Much like the classic animated movie about a bunch of zoo animals from New York City that end up stranded on Africa’s largest island, a non-native species is messing with Madagascar’s lemurs. New research from Rice University found that strawberry guava, an invasive plant from Brazil, can prevent forests from naturally regenerating. The plant, whose fruit lemurs often eat, was introduced to Madagascar during the colonial era in the 1800s and tends to take hold in areas where the rainforest canopy is damaged. Once established, the strawberry guava can stall native trees’ regrowth by decades.