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The founder of Impulse Labs explains why he wants to put a battery in every appliance.
Impulse Labs debuted its much anticipated induction stove at the Consumer Electronics Show in Las Vegas this week. Coming to grips with this high-tech culinary wonder is a little bit like that meme of an expanding brain.
At first glance, the Impulse Cooktop is just a sexy-looking, $5,999 appliance: sleek black glass, burners that resemble a DJ turntable, knobs that add a satisfying analog touch to an otherwise fully digital interface.
But then you learn it also has integrated temperature sensors that keep the burners at the precise temperature you want.
And then you learn that the stove has a battery in it, which means that unlike most other induction stoves, it can plug into a standard 120-volt outlet. You don’t have to get a pricy circuit upgrade, or an even pricier electrical panel upgrade, to install it.
Plus, the battery delivers enough power to boil a liter of water in 40 seconds. And you can still cook if the power goes out. And its eligible for a 30% tax credit .
And then, your brain explodes when you learn the battery is a smart energy storage device that can charge up when power is cheap in the morning so that you save money when you use it in the evening, when power prices are highest. You can also participate in programs that will pay you to dispatch power from your stove to the grid when demand is high.
Who knew a stove could, or should, do so much?
Courtesy of Impulse Labs
I caught up with Sam D’Amico, the mastermind behind Impulse Labs, while he was at CES, to learn more about the story behind the stove. We talked about pizza, why induction cooking is the wedge to getting whole homes off gas, and his vision for putting a battery in every appliance. Our conversation has been lightly edited for clarity.
What’s your background? What were you up to before founding Impulse?
I graduated Stanford in 2012. In 2013 I got my masters. When I was there, I was on the solar car team and actually wrote battery management firmware as part of that. That gave me my first taste in electrification. You had to build a full EV and drive it across Australia. Then I immediately got sucked into consumer electronics and worked on a number of devices, including Google Glass, Oculus.
Part of the thesis for Impulse is, home appliances really haven’t seen a lot of innovation in 50 years or so. There’s been a number of advances in consumer electronics, so being able to take a lot of the talent and supply chain and experience from that and apply it to the appliance space is underleveraged.
You were working on all these computer electronics, and then somehow you got interested in stoves. I understand it had something to do with making the perfect pizza. Could you tell me that story?
I was in Japan at a conference, and we went to this pizza place and they cooked my pizza in like 45 seconds. And I’m like, that is insane. I think it’s called Savoy Pizza, you should definitely go to it. Tastiest pizza I’ve ever had. Super memorable. And then I’m like, I want to do that. But can I make it a tabletop device in my house?
And so I was getting obsessive with how to replicate that, but I realized you couldn’t do it on a 120-volt plug. I basically realized you had to put a battery in the appliance to be able to boost the power above what a 120 volt provides. All of the oven and smart appliance companies were really focused on AI and computer vision at that time, because they couldn’t innovate on the performance characteristics — they were topped out. And I realized this was an end run around that. You could actually make something that was three times better on the performance side, not have to worry about AI features that maybe no one is going to use, and really do some innovation.
That started me thinking about the bigger picture. I realized you could use that storage for the building. And then that kind of expanded into what became Impulse.
Did you figure out how to cook a pizza in 45 seconds?
So the first product is a cooktop. The idea here was we realized that the key appliance to getting gas out of the home was the stove. People don’t know what the fuel source is for all of their other appliances, including ovens. The big thing with gas stoves is that the user experience is the flame. So being able to address that, we thought, was fundamental to building decarbonization.
Utility companies know this. They know that getting people to get a gas stove is the way to get them off electric heat and on to gas heat. The wedge is actually the gas stove. So by producing an appliance that is just way more compelling, we can sever that dependency.
When we do an oven, I think we will have that pizza feature. I think the ballpark of performance of around 45 seconds is possible.
What was the process like of testing stoves and trying to figure out what the perfect stove is?
That was the fun part. We started buying hot plates and stoves and tearing them down. We basically realized that a lot of this stuff just hadn’t been attempted because the power wasn’t available. So the first thing we did was try to crank a ton of power into the stove. So we were like, let’s do 10 kilowatts, because 10 is a big number. That let us boil a liter of water in 40 seconds. We had that demo working in March or April of 2022.
But we realized immediately that this was too much performance unless you could solve the controls problem. The reason why people complain about warped pans and various other things is because the stove gets too hot. We then started tearing down all the hot plates and stoves we could find that had temperature sensors in them, and we realized that no one’s actually addressed this, and we found that there was a lot of leverage there that let us unlock the full performance of the stove. And so we’re monitoring the temperature in real time, making sure that we’re delivering the appropriate amount of power for the level you want to set, so that it holds a specific temperature.
If you need to use your stove all day, like for cooking a whole Thanksgiving dinner, is that possible with this? Or will the battery drain and then you can’t use it for a little bit?
You’re going to be okay, yes. You’ll drain the battery if you’re, let’s say, boiling a big pot of water for pasta. But then once it’s at temperature, you’re not going to be drawing more than what a 120-volt plug would draw. Maybe you’re stir-frying something. That pan, when it’s heating up, maybe it’s drawing a couple kilowatts for a minute, but then once everything’s up to temperature, you’re drawing hundreds of watts, and the battery is charging.
So basically, the average power draw [when you cook] is appropriate for even a 120-volt plug. It’s just that the peak power is more like an EV charger, or like an electric radiant heater, or something crazy. And that mismatch between peak and average is where the opportunity for putting batteries in appliances really shines.
The battery is like a quarter of a Tesla Powerwall. How valuable can that be for the grid?
There’s a couple of ways to weigh how valuable that is. In Southern California, which has really strong time-of-use energy rates, in the 4 to 9 pm slot, [using electricity during] that peak window is like 20 cents more expensive per kilowatt-hour than outside that window. So if you charge the battery outside the window and then you discharge the battery, whether it’s cooking or it’s putting power back into the house, inside that window, it’s worth hundreds of dollars a year in terms of energy bill savings.
We’ve got a full computer in there. It will basically pull those rate tables and make those choices semi-autonomously. We’re likely going to expose some level of choice to the end user, but we haven’t finalized the design.
What’s your pitch to the average consumer? How do you get people interested in having batteries in their appliances?
I think there’s a very direct pitch, which is, we are making the best possible appliances. It will make you a better cook. You will be able to do things faster and more efficiently.
Two is, you will be like, “I want to get an induction stove, I heard that’s a good thing to get.” And then your electricians will come by and tell you that you only have 10 amps available on your electric panel, and you’re going to be sad. And so we also solve that problem.
And then the third one is, now we’ve put some energy storage in your house. There’s 140 million homes in America. If we can intercept three major appliances per home, or four major appliances per home, that’s like 1.4 terawatt-hours of storage deployment potential. There’s an opportunity to deploy storage every year just by people upgrading their appliances. And so that’s part of the end game. Utilities will like that because it means they don’t have to invest in all this expensive transmission infrastructure.
Do you want to make other products besides stoves?
Yeah. We want to make the best appliances across the board. There’s a number of logical options, anything that has high peak but low average draw is the low hanging fruit. So you can imagine ovens — they draw power when they pre-heat. Water heaters are another one, where it’s like, if you’re taking a shower, it consumes a ton of power, but when you’re not, it doesn’t. Laundry is another one. I also want to emphasize that we’re making relatively high-end, premium appliances to start, but this architecture scales down fairly well to mid-range products. It’s just that as a startup, just as Tesla started with sports cars, we have to kind of start with the lower-volume, higher-margin products and then scale up from there.
How do people get one?
You can preorder it today on ImpulseLabs.com. There’s about 45% in federal discounts available. Because this thing has a battery and an inverter, it’s an energy storage product. It gets a 30% investment tax credit. A big change under the IRA was that stationary batteries, sold separately from solar, get that credit now. And then there’s also an $840 electric stove rebate that is available under the IRA. That one is income gated and expected to roll out in the fall. Our products are going to be available in Q4, so we expect the timing to be appropriate where all those rebates and credits will be available.
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Whichever way you cut it, this has been an absolute banner year for nuclear deals in the U.S. It doesn’t much matter the metric — the amount of venture funding flowing to nuclear startups, the number of announcements regarding planned reactor restarts and upgrades, gigawatts of new construction added to the pipeline — it’s basically all peaking. Stock prices are up across all major publicly traded nuclear companies this year, in some cases by over 100%.
“This year is by far the biggest year in terms of nuclear deals that has occurred, probably, since the 70s,” Adam Stein, the director of nuclear innovation at The Breakthrough Institute, told me. “It’s spanning the gamut from bringing a 40-year-old reactor back to things that have not even been proven scientifically yet.”
To name just a few announcements from this year: planning for a 4.4-gigawatt nuclear power complex is now underway in Texas; South Carolina’s state-owned utility is seeking buyers to restart construction on two partially built AP1000 reactors; New York governor Kathy Hochul is looking to build a new reactor in upstate New York; The Tennessee Valley Authority submitted a construction permit for a small modular reactor; Google signed a power purchase agreement with Commonwealth Fusion Systems; and another fusion company, Helion Energy, raised a whopping $425 million round of venture capital. On top of all that there’s the Palisades nuclear power plant in Michigan, which is targeted to restart by year’s end, bringing 800 megawatts of new nuclear power online.
Heading into the second Trump term, there were plenty of indications that the administration would support this technology with increasingly bipartisan appeal. So it wasn’t exactly a surprise that while the One Big Beautiful Bill eviscerated tax credits for solar and wind, it preserved them for both existing and new nuclear facilities. Now that this support is assured, Stein expects the nuclear announcements to keep rolling in. “We might have seen more deals earlier this year if there wasn’t uncertainty about what was going to happen with tax credits. But now that that’s resolved, I expect to hear more later this year,” he told me.
How much of this is, I asked him, is due to data centers and their seemingly insatiable demand for clean, firm power? “Most of it,” he said simply. By way of example, he pointed out how data center load growth has changed the outlooks for two small modular reactor companies in particular. “NuScale has been trying to find their first project for a long time now, after they had to cancel their [Utah Associated Municipal Power Systems] project. Kairos didn’t have a clear buyer for its first-of-a-kind, even though it was building two test reactors,” Stein explained. “Then all of a sudden, they all had additional deals in the works because of data center demand.”
Last year, Kairos inked a 500-megawatt deal with Google to meet the hyperscaler’s growing data center needs, while this year, Texas A&M selected the company — along with three others — to build a reactor at the university’s research and development campus. And while NuScale infamously canceled its first project in 2023 due to rising costs, this year it received approval from the Nuclear Regulatory Commission for a new and improved reactor design. Now the company’s CEO, John Hopkins, told Reuters that NuScale is in talks to deploy its tech with five unnamed “tier one hyperscalers.” Its stock is up more than 150% on the year.
That’s a big turnaround for a company that, less than two years ago, was widely considered a cautionary tale — and it’s not the only one in the industry with this type of comeback story. Right before NuScale’s project failed, another nuclear company, X-energy, announced that it would no longer go public due to “challenging market conditions” and “peer company trading performance.” But while X-energy still has yet to IPO, it appears to be doing just fine. In February, the company announced the close of a $700 million Series C follow-on round, coming on the heels of Amazon’s strategic investment last year.
“I think every company has their stories about how things are changing,” Seth Grae, CEO of the advanced nuclear fuel company Lightbridge, told me. Things have moved a lot faster, Grae said, since Trump released a series of executive orders aimed at accelerating nuclear energy deployment. “Just since May, we’ve received this highly enriched uranium [from the Department of Energy], made these fuel samples, got them qualified already at Idaho National Lab. We expect they’ll be in the reactor this year. Grae told me. “Things didn’t used to happen that fast in nuclear.”
Trump’s plans to fast track nuclear development have also raised serious concerns, however, as critics worry that acceleration could lead to laxer safety standards The executive orders call for, among other things, cutting staff at the Nuclear Regulatory Commission, just as the industry enters a period of intense activity. In June, the President fired one of the agency’s commissioners, Christopher Hanson, without cause. Another commissioner, Annie Caputo, resigned in July.
But right now, the nuclear industry is mostly basking in optimism. Grae credits the government’s strong support for the surge in nuclear stocks — Lightbridge’s own stock price has jumped 180% this year, while another nuclear fuel company, Centrus Energy, is up even more. The small modular reactor company Oklo is up 285% for the year, on the heels of last year’s 12-gigawatt non-binding deal with the data center company Switch — one of the largest corporate clean power agreements to date.
Last year’s slew of deals involving Oklo, X-energy, and Kairos show that the sector’s momentum had been building well before Trump took office. By 2023, the writing was already on the wall in terms of data center load growth, as grid planners began to predict a sharp rise in electricity demand after over a decade of stagnation. But when I asked Erik Funkhauser of the Good Energy Collective whether the prior two years compared with this one, he concurred with Stein. “Nope,” he told me. “We’re seeing capital infusion at a really, really high pace, as high of a pace as the company’s suppliers can keep up with on projects”
Still, the party may not go on forever. “I see a potential for a Valley of Death,” Stein told me, similar to what many startups go through when they’re trying to raise later-stage funding rounds.
“If things don’t start to actually move forward with real progress, either getting licenses or building prototypes on time, then all of that investment will be pulled back.” That’s what the U.S. saw during the last so-called “nuclear renaissance” in the late 2000s, he explained, when a rash of large reactors were proposed with only two actually reaching completion.
These were the notorious Vogtle reactors 3 and 4 in Georgia, which finally came online in 2023 and 2024 respectively, running billions over budget and years behind schedule. In order for this latest round of nuclear enthusiasm to avoid the same fate, Stein told me it’s critical that leading projects demonstrate enough early success to maintain developer confidence in the economic and technical viability of new — and old — nuclear technologies
That being said, the sector will inevitably contract. “Back when we saw this last scale-up, there were three designs that were really competing for attention, and now there are 75. So we’re going to see a lot of failures,” Stein said. The question for venture investors, he told me, is “how many failures of startups that you didn’t invest in are you willing to tolerate before you start to think the whole segment has trouble?”
The second main way this could all fall to pieces, he told me, is if “somebody tries to move too fast,” and that recklessness leads to “either a bankruptcy or an accident or something like that that will send ripples or shock waves through the whole sector.”
Indeed, a metaphorical or literal meltdown in the sector could put a quick halt to this year’s frenzied momentum. But within the next few years, as these announced projects begin to line up their licenses and come online — or fall apart— we’ll soon see whether this latest nuclear revival is a true turning point or just another bubble.
On the Senate’s climate whip, green cement deals, and a U.S. uranium revival.
Current conditions: Flash flooding strikes the Southeastern U.S. • Monsoon rains unleash landslides in southern China • A heat dome is bringing temperatures of up to 107 degrees Fahrenheit to France, Italy, and the Balkans.
An August 5 chart showing last month's record electricity demand peaks.EIA
The United States’ demand for electricity broke records twice last month. Air conditioners cranking on hot days, combined with surging demand from data centers, pushed the peak in the Lower 48 states to a high of 758,053 megawatts on July 28, between 6 p.m. and 7 p.m. EST, data from the U.S. Energy Information Administration’s Hourly Electric Grid Monitor shows. The following day, peak demand set another record, hitting 759,180 megawatts. That’s nearly 2% above the previous record set on July 15, 2024.
The EIA predicted demand to grow by more than 2% per year between 2025 and 2026. Forecasts are even higher in areas with large data centers and factories underway, such as Texas and northern Virginia. The milestone comes as the Trump administration cracks down on solar and wind energy, two of the fastest-growing and quicker-to-build sources of new generation. On Tuesday, The New York Times reported that the Environmental Protection Agency is moving to eliminate $7 billion in spending on grants for solar energy, though when Heatmap’s Emily Pontecorvo asked the agency, it said only that, “With the passage of the One Big Beautiful Bill, EPA is working to ensure Congressional intent is fully implemented in accordance with the law.”
Senator Brian Schatz, a Democrat from Hawaii, locked down enough votes on Tuesday to replace Illinois Senator Dick Durbin as the Democrats’ whip in the chamber. Durbin, who is retiring next year, has served in the Senate Democrats’ No. 2 position since 2005. In his endorsement on Tuesday, Senate Minority Leader Chuck Schumer of New York called Schatz “a close friend and one of my most valued allies.”
Schatz crusaded for the Inflation Reduction Act and told Heatmap he supported last year’s failed bipartisan permitting reform deal, even as progressive greens campaigned against its giveaways to fossil fuels. In a Shift Key podcast interview with my colleague Robinson Meyer and his co-host, Princeton professor Jesse Jenkins, in February, Schatz pitched a big tent for climate action. “We all have to hang together. It’s the American Clean Power Association. It’s the energy company that does both clean and fossil energy. It’s the transmission and distribution companies. It’s the manufacturers. It’s labor. It’s Wall Street. It’s K Street. Everyone has to hang together and say, not only is this good for business, but there’s something that is foundationally worse for business than any individual policy decision.”
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The Trump administration may be clawing back funding for cleaning up heavy industry, but Big Tech is still inking deals. On Monday, Amazon agreed to buy low-carbon cement from the startup Brimstone. Then on Tuesday, the data center developer STACK Infrastructure announced the completion of “a pilot pour” of green cement from rival startup Sublime. The moves highlight the growing demand for cleaner industrial materials amid increased scrutiny of the energy and pollution linked to server farms.
America’s uranium enrichment went out of business in the early 2000s after the Clinton-era megatons-to-megawatts program essentially ceded the industry to cheap Russian imports made from disassembled atomic weapons. Since banning imports from Russia last year, the U.S. has been ramping up funding for nuclear fuel again, especially as the industry looks to build new types of reactors that rely on fuel other than the low-enriched uranium that virtually all the country’s operating 94 commercial reactors use. On Monday, the Department of Energy announced its first pilot project for advanced nuclear fuels, giving the startup Standard Nuclear the first federal deal. On Tuesday, the agency signed a $1.5 billion deal to restore the so-called Atomic City on the 100-acre parcel of federal land at the former Paducah Gaseous Diffusion Plan in Kentucky.
The Trump administration gave permission to the National Weather Service to hire up to 450 meteorologists, hydrologists, and radar technicians after sweeping cuts from the Department of Government Efficiency, CNN’s Andrew Freedman reported. The agency, which was partly blamed for its warnings going unheeded ahead of the deadly Texas floods last month, also received an exemption from the federal hiring freeze.
The move came the same day as a federal judge blocked the administration from diverting billions of dollars in Federal Emergency Management Agency funding for disaster resilience and flood mitigation. The injunction warned FEMA against spending the money on anything else.
Beyond Meat is finally getting beyond meat. The company plans to shed the flesh reference in its name this week as it launches its new Beyond Ground product that promises more protein than ground beef. “With this launch,” Fast Company’s Clint Rainey reported, “Beyond Meat is becoming merely Beyond and turning its focus away from only mimicking animal proteins to letting plant-based proteins speak for themselves. The radical move is cultural, agricultural, and financial.”
Rob and Jesse talk through the proposed overturning of the EPA’s “endangerment finding” on greenhouse gases with Harvard Law School’s Jody Freeman.
The Trump administration has formally declared that carbon dioxide and other greenhouse gases are not dangerous pollutants. If the president gets his way, then the Environmental Protection Agency may soon surrender any ability to regulate heat-trapping pollution from cars and trucks, power plants, and factories — in ways that a future Democratic president potentially could not reverse.
On this week’s episode of Shift Key, we discuss whether Trump’s EPA gambit will work, the arguments that the administration is using, and what it could mean for the future of U.S. climate and energy policy. We’re joined by Jody Freeman, the Archibald Cox Professor of Law at Harvard and the director of Harvard’s environmental and energy law program. She was an architect of the Obama administration’s landmark deal with automakers to accept carbon dioxide regulations.
Shift Key is hosted by Jesse Jenkins, a professor of energy systems engineering at Princeton University, and Robinson Meyer, Heatmap’s executive editor.
Subscribe to “Shift Key” and find this episode on Apple Podcasts, Spotify, Amazon, YouTube, or wherever you get your podcasts.
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Here is an excerpt from our conversation:
Robinson Meyer: I just want to make a related question, which is, you can actually say some of the sentences in the DOE report — you can believe tornadoes don’t show any influence from climate change and still believe heatwaves do, and still believe extreme rainfall events do. In fact, you could believe the cost of heat waves getting worse could justify the entire regulatory edifice.
Jody Freeman: What I love about you, Rob, right now, is you’re kind of incensed about little points that might individually sort of be right, maybe each one separately, but none of it adds up to even a chink in the armor. Right? And what’ll have to happen is the scientific community writ large, en masse, is going to have to come back and say, even if one or two or three of these sentences could possibly, plausibly be actually accurate, it does nothing to change the overwhelming —
Jesse Jenkins: It doesn’t matter.
Freeman: Right. What I think is happening is we’re all getting poked and distracted and tweaked into outrage over science, when in fact, the first argument they’re making is the one where they could actually attract some judges and justices to say, Oh wait, maybe you have a little more discretion here to set a threshold level. You know, Maybe it matters that you’re saying nothing we do here in the U.S. will make a difference in the end to global warming, and maybe that is a reason you don’t want to regulate. Hmm, maybe we’ll accept that reason. And that’s what we need, I think, to be more concerned about.
Jenkins: You’re saying, don’t get distracted by the fight over the climate science. That fight is very clear. It’s this legal argument that this isn’t an air pollutant because it’s not a local air pollutant, it mixes globally with all the other CO2, and we can’t, you know, each class of cars is a tiny contributor to that, and so we shouldn’t worry about it —
Freeman: And much of this is a replay, or a rehash of arguments that the George W. Bush administration lost in Massachusetts vs. EPA. So a lot of this is like, let’s take another run at the Supreme Court.
Mentioned:
The EPA Says Carbon Pollution Isn’t Dangerous. What Comes Next?
The EPA on its reconsideration of the endangerment finding
Jody’s story on the change: Trump’s EPA proposes to end the U.S. fight against climate change
Jesse’s upshift (and accompanying video); Rob’s sort of upshift.
This episode of Shift Key is sponsored by …
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Music for Shift Key is by Adam Kromelow.