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The New York mayoral frontrunner has an opportunity to shift the left’s increasingly nonsensical position on a critical carbon-free energy source.

Tuesday, November 4, New Yorkers go to the polls to elect their new mayor. They face a three-way choice — Democratic candidate, state assemblyman, and suddenly prominent democratic socialist Zohran Mamdani; Republican candidate and battery foe Curtis Sliwa; and independent candidate and former governor Andrew Cuomo.
While Mamdani’s surprise win in June’s Democratic primary electrified New Yorkers of all political persuasions, this cycle has been a relatively sleepy one for climate issues. Neither of the two frontrunners, Mamdani and Cuomo, has been keen to draw much attention to himself on clean energy.
At a televised debate two weeks ago, however, things got interesting.
“New nuclear power plants can help bring down the rising cost of utilities in New York State, yes or no?” asked moderator Brian Lehrer. “Upstate? They’re already starting, yes,” answered Sliwa, referring to Governor Kathy Hochul’s landmark announcement in June that she was ordering the New York Power Authority, the state’s public power utility, to develop a gigawatt of new nuclear energy-generating capacity upstate. Couched in atomic-powered abundance, the plan distinguishes her from Democrats nationwide primarily because she has the largest state-owned utility at her disposal, whereas other governors, from both parties, merely intimate that private developers should really get started.
To the untrained ear, Mamdani’s answer at the debate was anodyne: “I think it’s something worth exploring.” Prompted by Cuomo about whether that constituted “a yes,” Mamdani confirmed, “yeah,” to which Cuomo evinced surprise and then a “yes” of his own. On the surface, all three candidates agreed.
But in affirming the role of new nuclear plant construction to meet the state’s energy needs, Mamdani put himself at odds with a number of environmental justice nonprofits that have become fixtures of the city’s progressive left — that is, his own political home base.
“We unequivocally oppose any new nuclear facilities in New York State.” So begins a letter signed by 153 environmental justice groups, issued following Hochul’s “Future Energy Economy Summit” last fall, where she first raised the prospect. The signatories include chapters of prominent activist Bill McKibben’s advocacy groups Third Act and 350.org, Bezos Earth Fund awardee WE ACT for Environmental Justice, Food and Water Watch, chapters of the Sierra Club, and solar industry boosters Vote Solar, among many others.
When the governor advanced her nuclear plan this year, environmental organizations responded with anger. NY Renews — a coalition of groups that successfully lobbied for the state’s landmark climate law, the Climate Leadership and Community Protection Act of 2019, which was signed by Governor Cuomo — issued a statement opposing “the expansion or further investment in nuclear energy production.” An op-ed from the New York City Environmental Justice Alliance and New York Lawyers for the Public Interest called Hochul’s proposal a “dangerous distraction” from building renewables. In a separate comment issued alongside these same groups, decades-old Brooklyn Latino community organization UPROSE urged the state to avoid the “expensive and unrealistic” path of nuclear development.
The political appeal of nuclear today is undeniable. Six in ten Americans want more nuclear energy, according to a recent Pew poll. Not only is it the energy source with the smallest divide in enthusiasm between the parties, including both clean and fossil-fueled sources, the most common reason respondents gave Pew for supporting nuclear was its decarbonization potential.
New York’s nuclear energy “provide[s] reliable, continuous, predictable, emissions-free supply and must remain online to maintain electric system reliability,” according to a recent filing from the New York Independent System Operator, which manages the state’s grid. Since it takes up less land and requires fewer transmission lines than purely renewable alternatives, it could mitigate a fiery political tension in New York and elsewhere. And it’s almost universally held up as essential by industrial labor unions, for the clean, firm power it produces, and for the high-paying careers it supports. “Nuclear energy, being the cleanest, zero-emission, and most efficient way to produce energy, should be a no-brainer,” Frank Morales, the president of New York’s Utility Workers Union of America Local 1-2, which represents thousands of ConEd utility workers in the city, told me by email.
And yet despite his statement during the debate, nuclear’s decarbonization bona fides, its strong bipartisan appeal, and its acclaim from labor unions, Mamdani — a democratic socialist champion of public power and the clean energy transition — still hasn’t endorsed the governor’s plan for public nuclear power development.
This tracks an ideological inconsistency within the environmental left that has become less tenable as the need for clean power has grown more urgent. “It’s a belief system that these nonprofit groups have wrapped themselves in, and one that they have not yet been motivated to seriously reexamine,” Charles Komanoff told me. He’s the director of the Carbon Tax Center and a decades-long stalwart of New York City progressive activist groups, spanning environmental and transportation causes, among others.
Komanoff has had to reexamine his own beliefs on nuclear. During the 1970s and ’80s he opposed nuclear power, primarily for its past operational inefficiencies. He spoke before a crowd of thousands at an antinuclear protest in Washington in 1979, after the Three Mile Island incident. The premature closure of New York’s Indian Point nuclear power plant in 2021, however, finally tipped him into public nuclear advocacy. The “true Indian Point disaster,” he wrote in an analysis earlier this year, is that “emissions are mounting, and in New York City and other downstate areas formerly supplied by Indian Point, electricity is getting costlier and less dependable.”
Ben Furnas, the former director of the Mayor’s Office of Climate and Sustainability under Bill de Blasio — himself an iconic New York City progressive — has experienced this inconsistency firsthand. (De Blasio also cut his teeth in the antinuclear movement, telling The New York Times in 2019 that he’d marched against Three Mile Island in his youth.) “A lot of the old guard antinuclear activism sits uncomfortably in a broader, clear-eyed climate coalition,” Furnas told me. Mamdani, however, appears to take a “more expansive view of what a decarbonizing energy system looks like,” he said.
As a member of New York’s State Assembly, Mamdani backed a campaign to cancel the repowering of an ancient, highly-polluting gas peaker plant in Astoria, Queens, squarely in his district, that was slated to retire. He also aligned himself with the effort by Public Power NY, a coalition between the Democratic Socialists of America and environmental groups, to “build public renewables.” Both maneuvers eventually paid off — in 2021 the state denied the repowering project’s permit, and the old power plant later closed down for good; and in 2023 Hochul signed into law a (heavily rewritten) version of the Build Public Renewables Act, turning activist goals into implementable policy for NYPA.
Two years later, NYPA has made remarkable progress building state capacity in renewables. Its development pipeline of wind, solar, and battery projects now amounts to about 7 gigawatts, though most of that is still in very early stages. But Public Power NY has spent that time dismissing the progress from the sidelines, charging Hochul with “refusing to lead on climate.” While it’s true that Hochul is far overdue on implementing parts of the 2019 climate law, a huge political challenge as energy affordability becomes a top concern, Public Power NY has responded by demanding that the governor ramp up NYPA’s renewables development to a staggering 15 gigawatts deployed by 2030. Mamdani spoke at a rally for that demand just a month into his mayoral campaign last November.
Neither energy nor public power, however, has been at the forefront of his campaign, especially in these closing months. Instead, Mamdani’s laudable message discipline has been trained on affordability in New York City: free childcare, free buses, city-owned grocery stores, and temporarily freezing the rents of the city’s nearly 1 million rent-stabilized apartments. He’s even taken a decidedly pro-abundance position on housing in interviews with the Abundance co-author Derek Thompson and on the Odd Lots podcast.
It would be reasonable to ask, Even if Mamdani had aggressively talked up nuclear, what would he be able to do about it as mayor? As it turns out, there are a few routes that a Mayor Mamdani could take to influence nuclear development.
First and foremost, for half a century, the “governmental customers” of New York City have been critical sources of revenue for NYPA. The city government, the Metropolitan Transit Authority, and the New York City Housing Authority, for example, remain NYPA’s largest customers, dating back to when the state acquired Indian Point Unit 3 from ConEd during the 1974 financial crisis. While the MTA is infamously not under the mayor’s purview, at least two of those major customers are — and their power contracts are set to expire at the end of 2027, during the next mayor’s term. That’s both a bargaining chip for the next mayor and a potential avenue for the city government to subsidize, at least in part, the cost of a new, NYPA-developed nuclear plant.
Second, de Blasio already set a precedent for applying the city’s progressive tax base to help shoulder the cost of statewide clean power initiatives. To help solve an imbalance in renewable energy deployment upstate and downstate, the state created the “Tier 4 Renewable” program in 2020, at the urging of the de Blasio administration, to subsidize transmission projects that would deliver renewable energy into New York City. The enormous cost of the program, however, fell on the backs of ratepayers statewide, in proportion to their electricity consumption.
Seeing the unevenness in a program that largely helps the city, the de Blasio administration struck a deal in 2021 with the state’s clean energy procurement agency, the New York State Energy Research and Development Authority, to purchase far more Tier 4 renewable energy certificates than would have otherwise been allocated to the city based on its electricity demands via its utility, NYPA. As a result, the rest of the state’s ratepayers would save, in the city’s calculation, a few billion dollars. It’s not hard to imagine a similar possibility for the next mayor to advance the state’s nuclear policy, especially when it’s being led by NYPA.
Finally, the city’s Local Law 97 — a comprehensive law passed in 2019 requiring large buildings to meet escalating greenhouse gas emission limits or else face fines — presents another opportunity. Mamdani has spoken during the campaign about the need for the city to procure heat pumps for landlords to install in compliance with the law. But landlords also have to decarbonize their utility electricity supply, which they can do by purchasing RECs. With the recent cancellation of one of two projects that would have supplied said RECs, the real estate industry will soon be hungry for more supply.
That’s where nuclear could come into city policy. The city council could amend Local Law 97 so that nuclear energy likewise delivered into the city — from either existing or solely new sources — could be used to comply, as well. That would put landlords in a position of subsidizing a new state nuclear project, just like the Tier 4 program put them in a position to subsidize new state transmission projects. That could be a way for a Mayor Mamdani to throw them a bone amid his attacks on unaffordable housing prices.
The mild nuclear support at the debate was encouraging, Komanoff, the longtime progressive activist, told me. But “it would’ve been huge-er if Mamdani had said something specific and favorable about Governor Hochul’s gigawatt announcement over the summer.” The governor, who in September endorsed Mamdani in the race, is presumably thinking the same thing, having made NYPA — the same public power authority behind the Build Public Renewables campaign that Mamdani championed — the centerpiece of her nuclear plan.
NYPA’s vice president of corporate communication, Lindsay Kryzak, told me by email that the authority has “seen widespread support for this critical technology,” and that it’s looking forward to “ensuring the benefits of advanced nuclear energy reach our customers in all five boroughs.”
Mamdani has been a staunch proponent of public clean energy in the legislature, and he’s apparently open to new nuclear for decarbonizing the state. That he hasn’t yet embraced this public power nuclear plan illustrates the strong gravitational pull of the environmental left coalition that surrounds him, one rooted in antinuclear politics.
Across progressive and democratic socialist media, multiple activists who’ve worked on the public power campaign have revealed their personal and professional ties to nonprofits like the Alliance for a Green Economy, New York Energy Democracy Alliance, and the Sane Energy Project, all of which have firmly rejected Hochul’s nuclear plans.
As for the Public Power NY coalition itself, it wants the state to build public renewables, not public nuclear. In a statement following the governor’s nuclear announcement, it argued that the plan “shows just how unserious she is about New Yorkers’ energy bills and climate future.” According to the organization’s website, 12 of the coalition’s 16 partner organizations, excluding DSA chapters, have publicly opposed new nuclear power since the governor kicked off discussions last year. Public Power NY did not respond to requests to comment on this story.
When the New York Independent System Operator, which manages the state’s grid, warns of the dire reliability-related need for “dispatchable emissions-free resources,” a technical term whose only existing commercial realization is nuclear, one would think building more nuclear power is actually the serious thing to do. That conviction isn’t just coming from the governor’s office; it’s shared by major industrial unions like the International Brotherhood of Electrical Workers, the UWUA, the Laborers’ International Union of North America, the state Building Trades Council, and the state AFL-CIO, as I reported this summer for Jacobin.
What does labor think of Mamdani’s recently expressed openness to nuclear? Vinny Albanese, executive director of the New York State Laborers’ Political Action Fund, says over email that his union, LIUNA, is “encouraged to see Assemblymember Zohran Mamdani express openness to nuclear energy, which currently provides half of New York’s carbon-free electricity.”
“With potential energy shortfalls projected to affect New York City as early as next year,” he wrote, “we must act decisively to bring more reliable, clean generation online.” The Laborers, like many unions, endorsed Cuomo in the primary, but haven’t endorsed anyone in the general election.
Morales, the UWUA Local 1-2 president, told me over email that Mamdani’s remark in favor of nuclear energy is “definitely a step in the right direction.” And yet Local 1-2 nonetheless endorsed Cuomo. That’s despite the fact that as governor, Cuomo was directly responsible for shutting down Indian Point, destroying hundreds of Local 1-2 members’ jobs.
Without the antinuclear baggage of his coalition, Mamdani could have pounced on Cuomo for having closed the plant — as Sliwa did at the debate and throughout his own campaign — in order to show solidarity with the union workers and to demonstrate a more responsible energy policy for New York City. In doing so he could have pinned the blame on his opponent for rising power prices and worsening air quality in his own district.
A 2023 public letter on South Bronx air pollution from various city environmental groups admits only obliquely, in the title of one of its charts, that Indian Point’s shutdown “expos[es] area residents to even more pollution.” Assemblyman Mamdani, like several other local elected officials, signed the letter, seemingly his only public engagement with Indian Point’s closure. But some of the nonprofit signatories actually championed the end of the plant, a situation that rules out a more explicitly recognized tradeoff between nuclear energy and air pollution.
If Mamdani wins the mayoral election, as polls indicate he is likely to do, he will take on the tremendous responsibility of governing a major world city. That city is one whose power grid is facing reliability concerns alongside costly maintenance and infrastructure needs, all on top of a popular push to electrify buildings and reduce air pollution. As mayor, he’d have limited levers to address these problems. But with the backing of the governor and the public power authority, he stands a chance. He should embrace Hochul’s public nuclear power plan, and with it nuclear’s potential to help advance New York City’s climate goals.
If he can buck the trend of the environmental left’s hostility to nuclear, he could demonstrate to New York City — and to democratic socialist supporters nationwide, who already view him as a likely successor to (notoriously antinuclear) Vermont Senator Bernie Sanders — that the left can think rationally about the energy system, its affordability, and the wide scope of the climate problem. That would truly be charting a new path.
Editor’s note: This author’s bio has been updated to clarify that he writes under a pen name.
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On Tesla’s solar factory, Bolivia’s protests, and China’s hydrogen motorcycle
Current conditions: The East Coast heat wave is exposing more than 80 million Americans to temperatures near or above 90 degrees Fahrenheit through at least the end of today, putting grid operators who run PJM Interconnection and the New York electrical systems on high alert • Thunderstorms are drenching the United States’ southernmost capital city, Pago Pago, American Samoa, and driving temperatures up near 90 degrees • Some 3,600 miles north in the Pacific, Guam’s capital city of Hagåtña is in the midst of a week of even worse lightning storms.
American investment in low-carbon energy and transportation has fallen for a second consecutive quarter, ending an unbroken growth trend stretching back to 2019. In the first three months of 2026, total investment in those green sectors reached $61 billion, according to a Rhodium Group analysis published this morning. That’s a 3% drop from the previous quarter — and a 9% decline from the first three months of 2025. Contrary to the Trump administration’s claims to be overseeing a resounding revival of U.S. manufacturing, investments in clean technologies fell for a sixth consecutive quarter to $8 billion, down a whopping 34% from the first quarter of 2025. With federal tax credits for electric vehicles eliminated, investments into battery manufacturing plunged 47% year over year. At the state level, there’s been some progress. Virginia, Colorado, New Mexico, Oklahoma, Michigan, and New York all recorded their largest year-over-year increases over the past four quarters as clean electricity investments at least doubled in each state. “Wind was the primary driver in Virginia, New Mexico, New York, and Colorado; and solar in Michigan and Oklahoma,” the report noted. Sales of electric vehicles, at least on a worldwide level, are also gaining momentum: the International Energy Agency released a report this morning that forecast 30% of global new car sales will be battery electric this year.
The Tuesday night primary elections in six U.S. states, meanwhile, offered mixed results for clean energy supporters. Representative Thomas Massie, the dissident Republican from northern Kentucky who repeatedly broke with his party to criticize President Donald Trump and boasted of his off-grid home’s solar and battery system, lost by double digits to his White House-backed rival. Pennsylvania’s state Representative Chris Rabb, a progressive would-be “Squad” member whose platform mirrors the Green New Deal movement’s key policy demands, won the Democratic primary for the 3rd Congressional District spanning parts of Philadelphia.

During an appearance on Fox News last week, investor and “Shark Tank” star Kevin O’Leary vowed to release documents showing that opponents of the data center complex he proposed building in the Utah desert received funding from China, suggesting the protesters seeking to thwart his $100 billion megaproject were useful idiots in Beijing’s bid to hamper America’s technological progress. Now Secretary of the Interior Doug Burgum is echoing those claims. “It’s not organic and local,” he said Thursday on stage at the Alaska Sustainable Energy Conference in Anchorage, where he was the keynote speaker. “Some of this is foreign-sourced dark money coming in.” The link between rising electricity prices and data centers, he said, was “specious.” He went on to cite a specific example of a small town in North Dakota, from when he served as the state’s governor, where a billion-dollar data center project ended up reducing costs for ratepayers by paying a premium to “buy down” the price households paid. It wasn’t immediately obvious which project he was referring to. But my best guess from some cursory research is that he may have meant the Applied Digital data center in Ellendale, along the southeastern border with South Dakota. In 2023, Prairie Public reported that the facility helped bring down transmission costs, reducing ratepayers’ bills by as much as $61 per year.
Burgum also suggested that Democrats were inflaming the data center issue for political gain. But opposition spans the political spectrum. Tom Steyer, the billionaire progressive running for governor of California, on Monday walked back a response to a candidate questionnaire published by Greenpeace, in which he said he supported a pause on data center development. In a statement to Politico, campaign spokesperson Kevin Liao said that while Steyer wants to ensure protections for electricity prices and water resources, he does not support a temporary ban.
It appears Elon Musk is more likely to follow through on his promise to build enough manufacturing capacity to churn out 100 gigawatts of solar panels in the U.S. than to sell 500,000 Cybertrucks a year. Tesla has selected a site just outside Houston for a new factory that will expand the company’s capacity to churn out panels in its home market. That’s according to Electrek, which said it had independently confirmed a tip from a source pointing the publication to the Brookshire, Texas, site. The plant will be co-located with a battery factory that is already under construction at the same site.
“Any level of commitment to onshore the entire supply chain is a positive sign for American solar manufacturing and supply chain security,” Yogin Kothari, the chief strategy officer at the SEMA Coalition trade group that advocates for U.S. solar manufacturers against cheap Chinese imports, told me in a text message Tuesday night. “We can make solar panels here — we just have to have the commitment to do it.”
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New Yorkers could receive $200 rebates from the state as part of Albany’s effort to soothe the pinch of rising electricity prices. On Tuesday, Newsday reported that the program would be part of the state budget agreement, which Democratic Governor Kathy Hochul and the Democrat-led legislature are still working to finalize. It wouldn’t be the first check the Hochul administration is sending out to voters as the former lieutenant governor, who initially came to power when former Governor Andrew Cuomo resigned over alleged sexual misconduct, runs for reelection in November. Last year, in a bid to combat the sting of inflation, the state issued rebates ranging from $150 to $400 depending on filing status and adjusted gross income in 2023.
Though it’s home to the world’s largest known reserves of lithium, landlocked Bolivia’s vast resources have largely remained undeveloped after two decades of rule by a left-wing government leery of foreign investment. The right-wing government that finally broke the Movimiento al Socialismo party’s grip on power in La Paz last year has sought to tap the so-called white gold in its salt flats, particularly as Washington looks for new sources of metals outside of supply chains China largely controls. New documents published Tuesday by the left-wing journalist Ollie Vargas appear to show the Bolivia’s Public Prosecutors Office’s warrants to arrest protesters and labor leaders connected to recent nationwide strikes on charges that include terrorism. “Bolivia’s government has ordered the arrest of all the main leaders of the indigenous movements and mineworkers unions,” Vargas wrote in a post on X. “They’re being charged for Terrorism for having organised the general strike against hunger. Strike continues regardless, now in day 7.” Clashes between law enforcement and protesters started last week.
China’s hydrogen industry is booming. Its sales of electrolyzers are beating out domestic manufacturers in Europe. Fuel cell vehicles are hitting the roads. Hydrogen refueling stations are opening. But the Chinese hydrogen sector with the highest volume of orders coming from overseas is for something simpler: Two-wheeled, hydrogen-powered motorcycles. That’s according to the latest China Hydrogen Bulletin, in which analyst Jian Wu reported from the 6th China International Consumer Products Expo on the island province of Hainan that a maker of the motorcycles had secured $300 million in overseas orders.
The maker of smart panels is tapping into unused grid capacity to help power the AI boom.
The race for artificial intelligence is a race for electricity. Data centers are scrambling to find enough power to run their servers, and when they do, they often face long waits while utilities upgrade the grid to accommodate the added demand.
In the eyes of Arch Rao, the CEO and founder of the smart electrical panel company Span, however, there is a glut of electricity waiting to be exploited. That’s because the electric grid is already oversized, designed to satisfy spikes in demand that occur for just a few hours each year. By shifting when and where different users consume power, it’s possible to squeeze far more juice out of the existing system, faster, and for a lot less money, than it takes to make it bigger.
This is what Span’s smart panel does — it manages the energy drawn by household appliances to help homeowners integrate electric vehicle chargers and heat pumps without triggering the need for electrical upgrades.
Now the age of AI has opened up new opportunities for the company. Last month, Span announced the launch of XFRA, a device that works with Span’s smart panel to power AI applications by tapping into the unused electrical capacity available to homes and businesses.
The company refers to XFRA as a “distributed data center.” It’s sort of like if you chopped up a full-scale data center into washing machine-sized boxes and plugged them into peoples’ homes; Span’s smart panel then acts as a conductor, orchestrating XFRA’s energy consumption to take advantage of unused power capacity without stepping on the home’s other energy needs. In exchange for hosting one of these XFRA “nodes,” Span will offer homeowners and tenants deeply discounted, if not free electricity and internet service.
The idea sounded audacious, verging on fantastical, until I watched the economics play out in real time at one of Span’s labs in a warehouse south of San Francisco. Ryan Harris, the company’s chief revenue officer, showed me an XFRA prototype — a metal box about the size of a freezer chest stuffed with Dell servers and Nvidia liquid-cooled GPUs. Span was renting out the processing power from this node and six others to AI users through an online marketplace. On a computer screen next to the unit, a dashboard showed the revenue flowing in from the fleet — $500 over the past 24 hours, and more than $21,000 in the previous three weeks. The numbers continued to tick up as I stood there.
When I first planned to write about Span, XFRA was still a secret. I reached out because its smart panel business, which debuted in 2019, seemed to suddenly take off.
In February, Span announced that PG&E, the largest utility in California, would be installing its devices in thousands of homes beginning this summer. Then in March, the company revealed a partnership with Eaton, one of the biggest legacy electrical equipment companies in the world. Eaton is investing $75 million in Span and will begin selling co-branded electrical panels to its extensive network of distributors, installers, and homebuilders later this year. With the launch of XFRA, Span is becoming something like a utility itself. To date, the company has raised more than $400 million, and will soon close a nearly $200 million Series C.
Of course it will take more than smart electrical panels to serve data centers’ soaring power needs. In this era of unprecedented energy demand growth, building a bigger electrical system is unavoidable — but the size of the investment, and the cost impacts on everyday electricity customers, are malleable. Several recent studies have shown just how big the opportunity is to get more energy out of our existing infrastructure if the entire system can become a bit more flexible.
Last year, Duke University researchers found that on average, the U.S. is utilizing only about half of our electricity generation capacity. Nationwide, they estimated, the grid could accommodate at least 76 gigawatts of new load — close to the total generation capacity installed in California — without having to upgrade the electrical system or build new power plants, so long as those new end-users were somewhat flexible with when and how much electricity they used.
More recently, in a report commissioned by a coalition called Utilize, of which Span is a member, the Brattle Group found that milking just 10% more from our existing grid infrastructure on an annual basis could reduce electricity rates for all end users by 3.4%. Utilities can sell more energy, faster, and spread the fixed costs of running the system across more customers.
What all this meant in practice did not fully click for me until I saw a demonstration of Span’s panel at the lab a few weeks ago. Harris, the CRO, led me to a free-standing wall lined with household appliances, a stripped-down version of an all-electric home. A minisplit heat pump whirred while a high-speed electric vehicle charger was juicing up a Rivian parked on the warehouse floor. A TV screen displayed the amount of power going to each device, as measured by Span’s electric panel.
Together, the heat pump and charger were using about two-thirds of the electric capacity of this demonstration home, which was running on a 100-amp utility service connection. The charger alone was using 48 amps.
The owner of this theoretical home would typically not have been allowed to install such an energy-intensive EV charger without upgrading to 200-amp service. Electric codes require that residential electrical systems have room for the rare scenario that a home’s major appliances all run at once, for safety reasons. Otherwise, the occupants might accidentally try to draw more power than their utility connection can deliver, overheat their wires, and start a fire. 100-amp connections are exceedingly common in homes designed to use gas or propane for cooking and heating, but once you replace those appliances with electric versions, or add an EV charger, you start to push the limit.
A service upgrade to 200 amps can take many months and cost several thousands of dollars. The utility typically has to run new wiring to the house, and might even have to augment the grid infrastructure serving the neighborhood.
Span’s smart panel offers an alternative.
“Shall we turn on some load?” Harris said. An engineer on Span’s product team turned on the demo home’s electric water heater, and I watched as the chart on the screen adjusted. The water heater jumped from zero to 22 amps, while the EV charger’s amperage decreased from 48 to 33. When the engineer switched on the clothes dryer, drawing 24 amps, the EV charger’s amperage dropped further.
The electrical panel was tracking how much power was flowing to each of its circuits and throttling the EV charger in response. When the team dialed up the electric stove to heat a pot of water, the EV charger shut off altogether.
Next, Harris requested a boost to the “garage” sub-panel, simulating a hot tub or some power tools kicking on. Soon, the water heater shut off, too. “You have 50 gallons of hot water, so it’s not going to have any negative impact on the customer in that moment,” Harris told me. He showed me an alert that appeared on the Span phone app notifying the homeowner that the system was temporarily limiting power to the EV charger and water heater in order to power other devices.
Users can choose which appliances the system bumps first. While some devices, such as EV chargers, water heaters, and heat pumps, have the ability to be ramped up and down, others will simply shut off.
At $2,550 excluding labor for the smallest, most basic smart panel, and just over $4,000 for the biggest one, Span is more expensive than the average dumb panel, which can come in under $1,000. Depending on the home and the complexity of a service upgrade, however, it’s often cheaper to install Span than to move to 200 amps. It’s also almost certainly faster.
Span’s first generation product couldn’t do any of this. Initially, the company’s value proposition was just to give people more control over their energy usage. The original Span panel gave homeowners with batteries the ability to select which devices they wanted to power during an outage and ensure they didn’t accidentally lose charge on non-essentials. The company had to build an initial customer base and validate the technology in the real world, Rao told me, before it could earn the credibility (and the capital) to deploy the fully realized version of the product.
In 2023, Span debuted “PowerUp,” the software that makes what I witnessed at the lab possible. With PowerUp, Span’s smart panel went from being a cool gadget to a money-saver, helping homeowners skip utility service upgrades. The success of PowerUp opened the door for Span to engage with larger partners, starting with homebuilders.
“We had to demonstrate that we were safe and scalable in the home retrofit category to then get homebuilders — who are typically very, very cost sensitive, are not often at the tip of the spear in terms of technology adoption — to say, this is a proven technology, and it saves you money,” said Rao.
Residential developers face similar problems as homeowners, but on a bigger scale. While 200-amp connections have become more standard over the past few decades, new electrical codes that require either fully electric or electric-ready construction are pushing the limits.
“Now the load calculations will put them at 300 or 400 amps of service per home,” Rao told me. “Multiply that by a community of 500 homes, and suddenly you’ve doubled the amount of interconnection you need to bring from the utility.”
This raises the cost of development, and it can also increase the wait time — potentially by years — to get hooked up to the grid. Again, Span offers an alternative. To date, nearly half of the top 20 homebuilders across the U.S. have used the company’s technology, Rao told me. More broadly, its electrical panels have been installed in tens of thousands of homes in all 50 states.
I should note that Span is not the only solution on the market for homeowners or homebuilders to avoid service upgrades — the main alternative is just choosing appliances that don’t use so much power. There are water heaters, clothes dryers, and EV chargers on the market that run on lower amperage, and startups like Copper and Impulse Labs are making stoves with integrated batteries that enable them to do the same. There are also Span-adjacent technologies such as smart circuit splitters that let you plug two power-hungry devices, like an EV charger and a clothes dryer, into the same circuit, and the device will safely modulate power between the two.
“You can hack your way around both problems — one, of a panel upgrade, and two, a Span upgrade, which is also expensive — with cheaper solutions,” Brian Stewart, the co-founder of Electrify Now, a group that provides education and advocacy on home electrification, told me. “But it’s less elegant, let’s just say, than the Span solution.”
Though he started at the home level, Rao has always had his sights set on a much bigger customer — utilities. Several Span executives I spoke to referenced an “infamous” Powerpoint slide from the early days of the company with a bar chart that showed how the company would scale in three phases. First came “back-up,” referring to Span’s initial home battery management product. Next was “power-up,” the software that enabled electrification by avoiding service upgrades. The third was “fleet.”
The same safety principles that trigger service upgrades at individual homes also apply upstream at the neighborhood level. For example, the size of a neighborhood’s transformer, the equipment that changes the voltage of the electricity as it moves along the grid, depends on the combined amperage of the homes it serves. If all those homes are installing EV chargers or heat pumps or whatever else and starting to use more electricity, the utility will have to upgrade the transformer — a cost that gets spread across all of its customers. If a critical mass of the homes have Span panels, however, they can avoid this.
Partnering with major homebuilders earned Span “the right to sit at the table with utilities,” Rao told me, “and say, look, we’ve done this at the home level, at the community level. Imagine if you could do this at the grid level, where the benefit doesn’t just accrue to individual customers or home builders, it can accrue to all rate payers?”
I got a taste of what this looks like back at the lab, where Harris showed me Span’s “fleet capability.” There were actually three demonstration homes set up on the warehouse floor, and Harris showed me how a utility could coordinate a response across multiple Span panels to keep a neighborhood within its safe energy limits.
Imagine it’s a really hot day, and the utility is on the verge of having to institute rolling blackouts. Instead, it can implement what’s called a dynamic service rating event, sending a signal out to the Span panels served by a given transformer to reduce their electrical limit from 100 amps to 60, for example. Rather than the entire neighborhood losing power, a few homes would see their EV charging cut back or their thermostats go up by a few degrees. Of course, not everybody will want to give this kind of control to the utility; customers often cite concerns about comfort and convenience as reasons they are skeptical of these kinds of programs. When I asked Harris whether participating would require that Span customers opt in, he said it was more likely to be opt-out.
Span has done several pilot projects testing this capability. Installing electrical panels is too complex for utilities to do en masse, though. So the company developed Span Edge, a smaller version of its panel that can be installed at a building’s electricity meter. It does all the same things the larger electrical panel does, without needing to serve as the home’s central nervous system. It still enables homeowners to avoid service upgrades by throttling EV chargers or whatever other devices are hooked up to it, but it’s much simpler to install.
This is the device that the California utility PG&E will begin deploying in homes later this summer. The company will offer Span Edge to homeowners who are installing appliances that might trigger an electrical upgrade, or are considering doing so in the future, through a program called PanelBoost. It’s entirely voluntary, and while participants will have to pay for installation, the panel itself comes gratis.
“This is the first time that there’s a large-scale direct purchase of Span equipment by a utility,” Alex Pratt, Span’s vice president of business development, told me. “This has long been the North Star for the company.”
Paul Doherty, the manager for clean energy and innovation communications at PG&E, told me the company saw Span Edge as a “win, win, win for PG&E, for our customers, and for the environment.” It enables customers to electrify their homes more quickly and affordably, and for PG&E to sell more electrons without raising rates.
“We’re very bullish about the opportunity for this technology and the benefit that it will bring for the grid and for our customers here in California,” Doherty told me.
Rao sees XFRA as a natural evolution of Span’s basic premise. The company has found that 98% of its customers that have 200-amp service connections have about 80 amps available at any given time, Harris told me. Hosting an XFRA node enables homeowners to monetize that unused capacity.
To start, Span is prioritizing getting XFRA into newly built homes, where the developer handles customer acquisition and installing at scale is straightforward since every home is roughly the same. The company has partnered with the developer PulteGroup to roll out a 100-home pilot program for a total of over 1.2 megawatts of compute capacity. The partners have not specified where it will be yet or whether there will be a single offtaker for the compute.
In the longer term, Rao told me, XFRA could be the “unlock” that makes electrification more affordable for people. “There is a utopian end state in my mind where XFRA allows more of our customers to get free energy, free backup, and free internet,” he said.
First, the company will have to find out if anyone is actually willing to let XFRA into their home. During my final conversation with the CEO, after my lab visit, he showed me the infamous slide forecasting the company’s growth from “back-up to power-up to fleet.” The y-axis on the chart showed the number of homes per year the company could address at each stage. The bar for back-up systems landed at 5,000 per year, Power-up came to nearly 100,000. Suffice it to say, Span hasn’t hit these numbers.
“Are you where you want to be today?” I asked him.
Of course, he wasn’t going to say no. “We have contracts in place for hundreds of thousands of homes already with utilities,” he said. “Right now our focus is on execution — delivering on that scale, as opposed to finding that scale. It’s a deployed product, it’s not a downloadable app, so it takes time to physically deploy hundreds of thousands of endpoints. So I think that scale is coming.”
After years of dithering, the world’s biggest automaker is finally in the game.
The hottest contest in the electric car industry right now may be the race for third place.
Thanks to Tesla’s longtime supremacy (at least in this country), its two mainstays — the Model Y and Model 3 — sit comfortably atop the monthly list of best-selling EVs. Movement in the No. 3 spot, then, has become a signal for success from the automakers attempting to go electric. The original Chevy Bolt once occupied this position thanks to its band of diehard fans. Last year, the brand’s affordable Equinox EV grabbed third. And then, earlier this year, an unexpected car took over that spot on the leaderboard: the Toyota bZ.
The surprise is not so much the car itself, but rather its maker. Over the years, we’ve called out Toyota numerous times for dragging its feet about electric cars. The world’s largest automaker took the hybrid mainstream and still produces the hydrogen-powered Mirai. Nevertheless, Toyota publicly cast doubt about the viability of fully electric cars on several occasions and let other legacy car companies take the lead. Its first true EV, the bZ4X, was a disappointment, with driving range and power figures that lagged behind the rest of the industry.
Suddenly, though, the Toyota narrative looks different. Working at its trademark deliberate pace, the auto giant is revealing a batch of new EVs this year, just as competitors Ford, GM, Honda, and Hyundai-Kia are pulling back on their electric lines (and writing off billions of dollars to tilt their companies back toward fossil fuels). There is the Toyota bZ, which Car and Driver called “quicker, nicer inside, and better at being an EV” than the bZ4X, its predecessor. There is the C-HR, a small crossover that had been gas-powered before it became fully electric this year. And there is the large Highlander SUV, a popular nameplate that’s about to become EV-only.
To see what’s changed with the cars themselves, I test-drove the C-HR last week. A decade ago, I’d taken its gas-powered predecessor on a road trip down Long Island and found it to be a fun but frustrating vehicle. Toyota went way over the top with the exterior styling back then to make the little car scream “youthful,” but under the hood was a woefully underpowered engine that took about 11 seconds to push the C-HR from 0 to 60 miles per hour. Now, thanks to the instant torque of electric motors, the new version finally has the zip to go with its looks: It’ll get to 60 in under five seconds, and feels plenty zoomy just driving around town.
Inside, C-HR feels like an evolved Toyota that isn’t trying too hard to be a Tesla. The brand took the two-touchscreen approach, with a large one in the center console to handle main functions such as navigation, entertainment, and climate control, and a smaller one in front of the driver’s eyes where the traditional dashboard would be. There are still physical buttons on the wheel to manipulate music volume and cruise control, but climate controls are entirely digital.
The big touchscreen is a work in progress. It’s too crowded with information compared to a clean overlay like Tesla’s or Rivian’s, and the design of the navigation software had some profound flaws. (Whether you’re using the voice assistant or keyboard input to search for a destination, the system lags a troubling amount for a brand-new car. Maybe Toyota just expects you to use Apple CarPlay and ignore its built-in system.) Still, the interface is more iPhone-like and intuitive than what Hyundai and Kia are using in their EVs.
Here’s the real problem with the C-HR: Although it accomplishes the mission of feeling like a fun-to-drive Toyota that happens to be electric, it’s not terribly good at being an electric car. The Toyota lacks one-pedal driving, the delightful feature where the car slows itself as soon as you let off the accelerator, negating the need to move your foot between two pedals all time. Nor does it have a front trunk, a.k.a. frunk, the fun bonus on EVs made possible by the absence of an engine. According to Toyota, the C-HR is so small that engineers simply didn’t have room for a frunk (or a glovebox, for that matter).
The C-HR’s NACS charging port makes it possible to use Tesla Superchargers, and its charging port location on the passenger’s side front should make it simple to reach them. But instead of sitting on the corner of the car, easily reachable by a plug right in front of the parked vehicle, the port is several feet back, just behind the front wheel. And its door opens toward the charger, so the cord has to reach over or under the door that’s in the way. I made it work at a Supercharger in greater San Diego, but only after several frustrating tries and with less than an inch of cord to spare.
Those are the complaints of a longtime EV driver, and they might not matter to some C-HR buyers. The deepest oversight is the C-HR’s nav, which, at least right now, doesn’t have compatible charging stations built into its route planning — a warning message will notify you if the chosen route requires recharging to reach the final destination, but the car won’t tell you where to go. This is a glaring omission for potential buyers who’ll be taking their first EV road trip. (Get PlugShare, folks.) Planned charging is effectively an industry standard — even Toyota’s legacy competitors like Chevy and Hyundai will choose appropriate fast-chargers and route you to them, even if their interface isn’t as seamless and satisfying as what’s in a Tesla or Rivian. At least that’s a problem that could be solved later via software update, though.
Because of these faults, it’s difficult to imagine someone choosing this as their second or third EV. But maybe that’s not the game at all. There is a legion of Toyota drivers out there, many of whom might think about buying their first electric car if their brand built one. Despite its flaws, the C-HR is that. It’s got enough range for city living and occasional road trips, enough power to be fun to drive, and a Toyota badge on the hood.
Whatever their quirks, the very existence of the C-HR and its electric stablemates is a testament to Toyota’s plan to play the long game with EVs rather than ebb and flow with every whipsaw turn in the American car market. And they’re here just in time. Amidst volatile oil prices because of the Iran war, drivers worldwide are more interested in going electric.
In the U.S., that interest has buoyed used EV sales — not new — because so few affordable options are on the market. Although C-HR starts near $38,000, Toyota has begun to offer discounts that would bring it in line with gas-powered crossovers that are $5,000 cheaper. Maybe that’ll be enough for the subcompact to join its bigger sibling, the bZ, on that list of best-sellers.