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“This is Sky Valley Fire. Evacuation alert for Bolt Creek Fire. GO! No time for delay. Load up your family and pets and LEAVE NOW.”
Imagine getting an alert like this on your phone. Your heart immediately starts pounding; your hands shake. Is it real? Could this actually be happening? All the while, as your head spins, you’re losing precious minutes of time.
Luckily for many of the people who received this actual message last year in the Seattle suburbs, the “go now” alert was a mistake. But if you live in an area with anything greater than a “low” risk of wildfire, you should have a plan in place for what to do if that alert does come. It’s far better to “overreact” and leave immediately than to risk your life — and the lives of first responders.
The good news is, wildfire evacuation plans can begin long before your phone ever buzzes with that dreaded alert. Preparing for fire season ahead of time takes, cumulatively, as little as 90 minutes — but when a fire is encroaching, the math becomes far more urgent.
Importantly: Do not wait for an evacuation notice if you feel like a fire is approaching or like you could be in danger. Trust your gut and leave immediately. Though agencies do their best to protect people with advanced notices, fire is fast and unpredictable. In fact, many survivors of the deadly fire in Lahaina, Hawaii, say they did not receive evacuation orders before the flames had closed in on them.
Here’s what to do if there’s a fire in your area:
If you are experiencing smoke from a wildfire at your home, you should be paying attention to its development — the hazards of wildfires, after all, start with the smoke. If the fire is within 20 miles of you, you should definitely start paying attention; and if it is within 10 miles of you, it’s a threat. This threat increases if you are downwind or uphill.
Do not underestimate how fast a fire can move: 6 miles per hour in forests and up to 14 miles per hour in grasslands, depending on conditions. Embers, which can ignite homes, can also travel several miles, and wind direction can also quickly shift. If a nearby wildfire is approaching the 10-mile range of your home but you haven’t received a voluntary evacuation notice or don’t feel directly endangered yet, still review this evacuation checklist from the U.S. Forest Service. If you do receive a pre-evacuation alert or notice of some kind or want to take further steps to prepare, also:
Make sure you are signed up for emergency alerts or have another way of receiving updates, such as an agency website or Twitter account or a radio tuned into the correct station. Turn the sound on and up on your phone so you’ll hear the alarm or it will wake you up if you’re asleep.
Keep your car charged or filled to half a tank of gas or more. Scope out potential evacuation routes ahead of time, planning alternative routes in case roads are blocked or closed. Authorities say you should memorize at least two ways out of your neighborhood and avoid sketchy shortcuts that might be dangerous or blocked. Otherwise, take the quickest route to the main road, highway, or freeway out of the area.
Make a plan of where you’ll go if you need to leave your home for an extended period of time. A family or friend’s house? A hotel? A community emergency shelter? Open Red Cross shelters can be found here.
Open your garage door so you’re easily able to leave if you lose power.
Round up pets and secure them so they’re easy to put into carriers and transport to the car if you need to evacuate, and so you don’t waste precious time trying to chase them down when they’re scared. As the U.S. Forest Service notes, “this is especially important with cats.”
Prepare livestock and horses, if applicable, by reviewing this checklist.
Load up your car so you are prepared to leave on short notice. Remember to pack your go-bag (here is a version of the list in Spanish); suitcases of clothes and medicine (enough for at least a few days); pet supplies like collars, food, and water bowls; important files and back-up disks; insurance and bank papers; special or sentimental items; valuable jewelry or heirlooms (or store them in a fireproof safe); photo albums; and household items like keys and purses.
Too much to remember? Washington State suggests running through the Five P’s of evacuation: People, Prescriptions, Papers, Personal Needs, and Priceless Items.
Strongly consider leaving immediately. Roads can get congested after a mandatory evacuation order is issued, potentially creating dangerous situations where you’re trapped in your car near the fire. It will also get more difficult to see as the fire gets closer and the smoke gets thicker (always evacuate with your headlights turned on). Evacuating early also gives you time to calmly prepare a plan and collect essential items. If you’re on the fence, keep in mind it’s always better to leave too early than too late.
If you have time to prepare your house ahead of your evacuation, here is a checklist from the Western Fire Chiefs Association that you can use to get ready. Keep in mind that “the accepted sequence for safe evacuation is people first, then pets, livestock, and finally property,” Idaho Firewise writes. Major steps include:
Close all windows and interior doors to prevent the spread of fire indoors if the flames reach your home, and remove any curtains from windows. Close shutters and blinds. Leave your exterior doors unlocked so firefighters can get inside if need be.
Turn on all the main lights in your house as well as outdoor lights. This will allow firefighters to be able to see and navigate around your home in smoky conditions.
Push flammable furniture away from walls and windows and to the center of the room.
Shut off gas and turn off pilot lights. Don’t forget about pilot lights in gas fireplaces.
Attach hoses to outdoor water sources — firefighters will potentially use these to defend your home. The Western Fire Chiefs Association also recommends turning the nozzle to “spray” and propping a non-flammable ladder against your house to provide roof access. Fill buckets or garbage cans with water and leave them around your property if you’re able. However, you should not leave any water running, KQED notes, since that decreases the flow available to firefighters.
Prepare yourself for evacuation. California’s ReadyForWildfire.org recommends wearing “long pants, [a] long sleeve shirt, heavy shoes/boots, [a] cap, [a] dry bandanna for face cover [or a leftover COVID mask], goggles, or glasses,” and notes that “100% cotton is preferable.”
Finally, check on, text, or call neighbors and make sure they’re aware of the fire and also prepared to leave. Let them know you are choosing to evacuate. Also email, text, or call family who live outside the area and might be worried about you to let them know of your plans.
There is only one thing to do: Leave as fast as you can.
If you get an evacuation notice (or hear the high-low siren that also signals an evacuation order in California), do not waste time checking to see if the alert is real, gathering up items around your house, or making efforts to prepare your home. Your only focus at this point should be on getting to safety as quickly as you can.
Grab your go-bag and pets and get in your car; drive with the headlights on and follow the directions of any fire or emergency officials. If you need to evacuate on foot, quickly change into long pants, a long shirt, a cap, and heavy boots, and take essential items in a backpack or easily carried duffel bag. Know what to do if you get trapped near a wildfire. Be careful of downed powerlines or other hazards. And stay out of the area until officials say it is safe to return.
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SoftBank’s error and Nvidia’s scandal suggest data centers may have already peaked as an economic and energy trend.
This is Heatmap Daily, a weekday digest written by our executive editor. Subscribe here.
Covering energy and climate change sometimes means seeing certain stories in a different light than others. And a particularly vivid hue illuminated The Wall Street Journal’s report today that the Japanese conglomerate SoftBank Group is taking a $3.7 billion loss on several gigawatts’ worth of natural gas turbines.
For the Journal, the big news is that SoftBank and its billionaire founder, Masayoshi Son, are failing to capitalize on the artificial intelligence boom. But at Heatmap, we’re thinking about the turbines.
The data center boom and the return of electricity load growth has depleted the world’s supply of natural gas turbines. SoftBank had purchased reservations for about 13 gigawatts of turbines, according to the Journal. That’s a staggering amount of electricity — it could meet New York City’s maximum power draw on the hottest part of a summer’s day. The conglomerate now seems set to dump reservations for about four gigawatts’ worth. Keeping a reservation, it turns out, really is harder than making it.
Most of those rotors were reportedly from GE Vernova, one of the world’s largest producers of gas turbines. GE Vernova’s order list for gas turbines has been filled for nearly two years and the waiting list now stretches into 2031. That has led data center developers, hungry to get power as soon as possible, to reach for ever dirtier forms of electricity generation, including diesel generators and even old jet engines.
On that front, SoftBank’s failure to sell the turbines to a higher bidder suggests (albeit weakly) that demand for energy-producing assets might not be as strong as the AI boom’s backers once thought. SoftBank was already set to send about 9 gigawatts of turbines to the enormous Trump-backed OpenAI data center in Pike County, Ohio. The roughly remaining four gigawatts will be released back their manufacturers. (One thing this news can’t quite tell us, alas, is what type of turbine set-up will be used in the Pike County facility, which will be the world’s largest gas-fired power plant if it is build to completion. Recent public filings have suggested the facility isn’t planning on using any turbines in the more efficient combined-cycle configuration, which would mean the plant’s carbon intensity will be worse than most other new natural gas plants. But we’d love to hear any tips on this front.)
To zoom out for a second, I’m struck by how the AI bubble has been replaced by an AI muddle. As I wrote this, news emerged that Nvidia is preparing to fire its CEO, Jensen Huang, for his affair with a Chinese woman who is alleged to be a spy. (He had at least one more affair with another Nvidia executive, according to The New York Times.) Under Huang’s leadership, Nvidia has invested in a sprawling and sometimes circular network of energy-related companies, including Emerald AI, a startup that helps data centers flex their electricity consumption, and Redwood Materials, a battery recycler and producer led by the former Tesla executive J.B. Straubel. Huang has used Nvidia’s enormous balance sheet to buy down the risk of other AI and AI-related companies, propelling the overall AI trade to become the biggest story in American markets.
Now that balance sheet is in peril: Nvidia’s stock is already down 11% over the past five days, and it has fallen another 8% in after-hours trading since news broke of Huang’s ouster. If the chip designer’s financial network began to fray — or even if the next CEO had a lower risk appetite than Huang — then its demise could impact a much larger set of firms.
Even before the Huang scandal broke, companies at the center of the AI trade were showing signs of weakness. Alphabet, Meta, and Microsoft are all down on the month. Nvidia was already lagging by about 10% on the month before its hebdomas horribilis began, too. The memory and chip makers Micron and Applied Materials are both down more than 25% in about the same period, and GE Vernova and Oklo have fallen nearly 20%. Although the data center company Coreweave rebounded on an earnings beat today, it’s still down 24% on the month and nearly 50% since May.
The market rout isn’t total — Anthropic seems likely to enjoy one of the largest IPOs ever in the next week (although perhaps not with quite as large a valuation as its investors once imagined). And the underlying technology of AI seems to be getting worryingly better all the time. But even though the politics of data centers and AI seem set to dominate the new Washington, I’m wondering if data centers as a mainstream economic trend might have already peaked. Americans voted for a more subdued AI boom in the midterms. Now it seems like they might get it ahead of schedule.
Lunar Energy’s latest AI-powered system aims to integrate EVs into the automated demand response mix.
In theory, it’s straightforward to assemble the smart energy home: Solar panels, home backup batteries, and electric vehicles, plus smart thermostats, heat pumps, and water heaters — all the individual pieces can be had for the homeowner who can afford the up-front cost. The challenge is getting all those pieces to talk to one another.
Bay Area-based Lunar Energy is one of the tech firms that’s been trying to crack this problem. Today, it announced an upgraded version of its artificial intelligence-powered home energy control system, which not only integrates all those separate systems but also responds tactically to energy markets. CEO Kunal Girotra told me Lunar AI saves its users money by monitoring their home 24/7 and making decisions to charge, not to charge, or discharge so that they save the most money.
“Utilities are all moving to almost-real-time changes of rates,” he said. “You need software to handle that for you. I think that the race is on for who has the best AI machine learning algorithms to save the most amount of money. And so far, we seem to have a head start.”
Lunar’s first-generation system focused on generation, storage, and control. In other words, it connected elements like a home’s rooftop solar panels with the backup battery the residents might keep in the garage, using the AI to decide when to meet the home’s real-time energy needs with solar versus grid energy versus stored power. What it didn’t have was the ability to work with electric vehicles to manage charging and use the car’s battery as a bonus source of energy.
To fix this, Lunar has built its own bidirectional EV charger — one that can charge up the battery or discharge the car’s battery for a secondary use, like backing up the home’s power supply. Girotra, formerly the head of Tesla Energy, told me the problem with that functionality to this point has been the connection point between the car and the home electrical system. Carmakers and other companies in the space didn’t have the deep experience with electrical certifications to make the process seamless, he tells me. That led to setups like the original Ford Charge Station Pro, which required several different wall-mounted electrical boxes to connect the F-150 Lightning EV to the home.
Lunar’s charger is built to connect to its customers’ existing home Lunar energy system, which includes a microgrid interconnect device they call Lunar Bridge that islands the home in case of a power outage on the grid. In that way, the power stored in the EV battery is ready to back up the home in case of a blackout without any additional work — or to be optimized as part of a fully smart home that’s making money as part of a virtual power plant.
The company’s setup allows for another fun feature: “slow” charging that’s not slow at all, but actually two or three times as fast as the Level 2 charging most EV owners use to recharge their batteries overnight. Electric cars in the U.S. can typically take on only about 11 kilowatts of AC power from one’s home because of the limitations of their on-board hardware. Because Lunar’s system is fully DC, however, Girotra said the company decided to build a DC home charger, one that — like a Tesla Supercharger or other DC fast chargers out in the world — isn’t limited by that power cap. Lunar said it could use a combination of power from the grid, home solar, or home batteries to charge an EV at up to 25 kilowatts. That’s enough to recharge an EV in three to four hours rather than six to eight.
“If the standards get high, and if everybody sees cars can get charged in three hours, then all of a sudden people are like, ‘Wow, this is how I want it,’” he said. “Especially for 25% of the users who are like me, who always are running low on charge and they don’t mind a boost every now and then.”
Some of the other improvements in the second-gen system are more incremental. An inverter that’s 40% more powerful helps Lunar get its system up to enterprise scale. That’s crucial, as the world moves toward a place where more homes and businesses employ battery backup systems. Lunar’s new batteries come in modular 5 kilowatt-hour blocks ranging from 10 kilowatt-hours to 30 kilowatt-hours in a single unit and scale up to 300 kilowatt-hours for home or small commercial use; there’s also new pad-mounted configurations with capacity up to 1 megawatt-hour.
Batteries, though, are the simple part. Everyone from EV makers like Rivian to utilities like Octopus Energy is racing to make a person’s or a business’s batteries and solar panels and electric cars work for them, using the power of AI to account for moment-to-moment changes in energy prices and supply. Lunar’s new tech makes the case that the most important element is a single brain to integrate every last smart, electrified thing in your house.
The fundraise comes on the heels of a $50 million grant from the Department of Energy.
Almost all lithium-ion batteries on the market rely on graphite for their anodes, more than 90% of which is processed in China. That concentration has created a chokepoint in the Pentagon’s supply chain as the military increasingly turns to batteries to help its transportation network operate more quietly and reduce reliance on complex refueling logistics.
So when Congress passed the latest National Defense Authorization Act at the end of 2025, barring Chinese-linked battery materials from military use starting in 2028, Coreshell saw an opening. While the California-based silicon-anode battery startup had previously focused on automakers as its beachhead customers, it’s now shipping its first battery cells to the military for use on Navy ships and Army ground vehicles. On Wednesday, Coreshell announced a $30 million Series B to scale up manufacturing operations to meet the needs of this growing customer base.
“We’re entering a new stage where we’re no longer, I would say, demand limited,” Coreshell’s CEO Jonathan Tan told me. “This year we’ve had to put on second and third shifts, work nights and weekends, just to get the product out the door.”
Coreshell sets itself apart by going a step further than the NDAA requires. The law doesn’t make suppliers trace battery materials all the way back to the mine, which would be exceedingly difficult given China’s dominance across the battery supply chain. But Coreshell has nevertheless eliminated Chinese sourcing from its anodes by replacing graphite with silicon mined and refined in the U.S. by Ferroglobe, one of its Series A investors.
Ferroglobe and global investment firm Access Industries led the latest round, with defense contractor ADS also joining as a new strategic investor. The financing comes on the heels of a $50 million Department of Energy grant that Coreshell secured in August as part of a program to strengthen the domestic battery supply chain. That funding will support the company’s first commercial-scale facility, a 2-gigawatt-hour factory.
That’s about 20 times the size of the 100-ish-megawatt-hour plant the startup had originally envisioned, as the DOE grant has allowed Coreshell to “expand much further than we were originally expecting,” according to Tan. The company is now evaluating several potential U.S. sites and expects to announce its selection early next year. For now, it relies on unnamed contract manufactures, along with its small pilot line in San Leandro, to produce its cells. But once the gigafactory gets up and running, the startup plans to bring electrode production in house by 2028, followed by full cell assembly in 2029.
Building this plant will ultimately require significant additional capital. But Tan believes this latest vote of confidence from the federal government will help Coreshell to diversify its capital stack as it continues to fundraise. “That’s one of the great things about having such a notable DOE award is that it also allows us to attract multiple forms of capital,” he told me.
Silicon has long been recognized as a promising alternative material for battery anodes, as it can store far more energy than graphite. The catch is that it tends to swell during charging, causing it to break down quickly and ultimately leading to a much shorter cycle life. Coreshell says it’s extended its anode’s lifespan by giving it a proprietary coating, which Tan told me back in April essentially means “painting the inside of your battery” with an ultra-thin protective layer.
Other companies, such as Sila Nanotechnologies and Group14 Technologies, are also working to commercialize silicon anodes. But Coreshell says many of its competitors rely on more highly engineered, expensive forms of silicon, such as silane gas. By contrast, Coreshell uses metallurgical silicon, a cheap, raw commodity already widely used in aluminum alloys. That, Tan argues, gives the company a cost advantage not only over its competitors, but potentially Chinese graphite too.
Coreshell hasn’t yet demonstrated that its cells can meet the performance demands of the automotive industry, however. When the company raised its Series A in early 2025, it said it expected its automotive cells to exceed 1,000 charge cycles while retaining 80% of their original capacity. But Tan told me many defense applications don’t require such demanding performance targets, as Navy ships and ground vehicles are “not intending to have as many miles or missions or use cases on that same battery” as a consumer EV would.
That doesn’t mean the company is abandoning its automotive ambitions. As Tan pointed out, electric vehicles remain by far the largest source of global and domestic battery demand. “It’s natural for us to obviously utilize the security supply chain first,” he told me. “That allowed us to really get to commercialization, revenue, and production faster, because automotive qualification is this longer journey. But ultimately, we want to do both of those and more.”