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A conversation with Danielle Arigoni, author of the new book Climate Resilience for an Aging Nation

When we talk about climate solutions, we often hear the word resilience. It’s the catch-all term for all the things we’re doing to prepare for the impacts of climate change — things like building seawalls and hardening homes and switching to renewable energy sources. But planning for the future is a tricky thing, and, argues Danielle Arigoni, author of the new book Climate Resilience for an Aging Nation (Island Press), there’s one section of American society that is left out of resilience as we think of it today: older adults.
Arigoni spent much of her career working as an urban planner for the Environmental Protection Agency and the Department of Housing and Urban Development, but it was only once she started working at the AARP that she came to see how aging populations were often left out of urban design considerations. Now the managing director for policy and solutions at National Housing Trust, Arigoni spends her time working on climate-friendly affordable housing solutions.
Resilience, she writes in her book, is not just a matter of hardening physical infrastructure to keep the natural world out, but should incorporate the social connections that shape our days. As the country’s population ages, designing climate solutions that take older adults into account will be crucial not only for saving the lives of older adults, but for creating a more just future for everyone.
I spoke with Arigoni about her research, and what a more aging-friendly form of resiliency looks like. Our conversation has been edited for length and clarity.
How does climate change affect older populations in particular?
I mean, in a lot of ways. Certainly in disasters, we see that for a whole bunch of reasons, whether it’s mobility, or frailty, or cognitive decline, older adults are not able to respond in the same ways that younger people do. I think that’s partly a failure of emergency management to anticipate those conditions.
But even outside of disasters, we see that older adults oftentimes are living from a precarious financial standpoint. Fifteen percent of older adults live at or below the poverty line, which means they just do not have any available funds to decamp for a few days to safer ground or to weatherize their home or to stockpile resources.
And all of those things compile to a set of circumstances where older adults are either living in homes that they can’t afford to heat and cool in response to changing conditions, or they’re living in places where their homes are deteriorating because of climate impacts and they’re unable to fix them, which then sets off a kind of snowball effect of health problems as well. Something like 80% of all people over 65 have two or more chronic conditions, and when that gets layered on top of extreme heat and wildfire smoke and indoor mold and all of these other things, that multiplies the effects.
Does heat affect older adults in a different way from the larger population?
Heat is the deadliest extreme weather phenomenon in our country, and 80% of the casualties are older adults. And that is for a lot of reasons. To begin, older adults can’t process heat in the way that young bodies can; our ability to sweat changes as we age. So that’s part of it.
But heat also complicates and sits on top of underlying medical conditions and prescriptions. So there might be symptoms of heat illness that get masked because they resemble the effects of things like heart disease, or COPD, or respiratory challenges, or the effect of the medication, so it goes untreated.
And then when you layer on top of that the number of older adults who live alone, who may not even have someone to recognize that they’re starting to be disoriented and lose their balance, or that they are sitting in a house that’s 80 degrees when it really needs to be set at 72 because that person is too afraid of what their utility bills are going to cost that month.
All those factors compile and really just accelerate the risk for older adults in extreme heat. Extreme heat also isolates people further; they can’t go and knock on a neighbor’s door to ask for help if it’s 110 degrees out.
In your book you pointed out that there’s a link between where older adults live and climate risk.
Yeah, something like 50% of the older adults in the country live in about nine states. And those nine states are, for the most part, the states where climate risks are the greatest. So it’s places like California, Texas, Louisiana, Florida, and Arizona, the last of which just saw six straight weeks of 100 degree temperatures this summer. And yet Phoenix is one of the fastest growing areas for older adults. So you have to, at some point, stop and kind of scratch your head and wonder how we can better inform people so that they aren’t moving into areas where they are taking on greater risk.
Phoenix, to its credit, has already said they’re stopping new development because they’re running out of water. That was a recognition of the intersection between resources and habitability and development patterns. I don’t think we’ve necessarily done that, for the most part, in many communities. I think that’s a decision no local official wants to make. They don’t want to say they’re anti-growth.
There’s an interesting political conundrum here. Some of these places, like Florida and Texas and Louisiana, are places with legislatures that aren’t, shall we say, very climate-forward. And these older adults you’re concerned about might not care much for it either. So how do you navigate that?
It has to be education, right? There’s something in the lived experience of seeing that hurricane season is becoming longer and more frequent. That is testing even the presumptions of people who’ve been in Florida for a long time thinking they can live through it. When you’re experiencing more and more disasters to the point that it’s truly interfering with your well-being or maybe your financial viability —, like if all of your money is tied up in your home and your home is now in a floodplain, for example —, it prompts some very real and very timely conversations about what to do. So it’s just a matter of time before the real cost of being in some of these places becomes hard to ignore.
There’s a section in your book titled “Climate Planning and Disaster Resilience Tools Generally Fail The Age-Friendly Test.” What does resilience look like today, and how is it falling short for the elderly?
I think one arm of resiliency is the energy efficiency and carbon reduction set of activities, which is where we’re striving to reduce our carbon emissions. And we’re going to put in place a whole bunch of policies and programs to drive down the cost of that initiative. Another pillar is in hazard mitigation planning. FEMA unlocks a lot of hazard mitigation dollars for states and communities that have completed a plan before disaster strikes.
So those are kind of two disparate pillars: One is climate mitigation, and the other is risk mitigation. Neither of those think about age in a concerted way right now. In the requirements that FEMA just updated for state hazard mitigation plans that had been in place for like nine years, there’s one mention of considering demographic change when you’re writing your plan, but they don’t say you should project who your population is and what their needs are.
I think it’s a real missed opportunity, because those mitigation plans set the course for all the FEMA funds that follow. Oftentimes they become a vessel which other public resources are poured into as well. If you’re not identifying the needs of older adults right at the outset, you’re really missing that nuance in terms of what risk mitigation looks like for them.
Similarly, on the climate mitigation side, there’s a whole set of activities around, for example, making New York state a great place to age, but they don’t tie into the climate plan that New York state has put in place. Wouldn’t it make sense if we focus those investments in bringing utility costs down, in incorporating renewable energy and making energy efficiency investments, in those same places where we know older adults are already paying too much for their housing and are unable to afford to keep their utilities running or upgrade their homes? That would reduce their risk too.
I’m curious about the shortfalls of the solutions that we do build. I think a lot about how in places that are hurricane-prone, for example, you see a lot of houses on stilts. And I’m wondering if there’s just a simple mobility problem here.
I think that there’s sometimes a failure to acknowledge mobility challenges, certainly with elevating homes, but also just in terms of accessing transportation options, and relocation or evacuation options. I don’t mean to suggest that there aren’t accessible elevated homes, I’m sure they exist, but I haven’t seen any with my own two eyes. But I don’t necessarily know that that’s a really thoughtful solution. Even when we think about cooling centers that are being established for heat waves, it’s great that those exist, but I’m not sure that planners are always thinking about how people are getting to them. Those kinds of breakdowns that are part of the problem.
The harder conversation, frankly, is how do we relocate people out of harm’s way when elevating maybe is not going to be a very sustainable solution? Relocating is such a thorny topic, I think particularly so for older adults who may have lived their entire lives in one location. The notion of moving and being displaced because of climate change is a very, very difficult kind of identity crisis. It’s a pretty philosophical challenge, in addition to all the logistical challenges of moving your home, your community, and your livelihood.
What does climate resilience geared towards older populations look like? It sounds like you’re advocating for essentially an overhaul of a lot of things, because there are all these interconnected systems.
Yeah, it’s not a simple solution. When I think about what a climate-resilient community looks like, it certainly includes all the hard infrastructure that you would want — sea walls or levees, the sort of infrastructure that we think could mitigate risk. But it would also include a lot more thoughtfulness about how we’re designing our communities to live in every day. So thinking about different ways of designing housing, for example: how do we create communities where there’s more housing choice, so people can live in smaller units that will consume less energy and encourage more organic interaction than you see in suburbs? Hopefully they’ll be fueled by renewable energy as well so you’re eliminating that utility cost burden that is really problematic for low-income older adults.
There’s also making sure we have a robust transportation system so that you have not just a public transit system that works and gets people where they need to go every day of the year, but is also designed in ways that allow people to still use it when it’s hot. That means shade and seating, maybe even cooling factors at bus stops. Because otherwise, this transit system will not serve people if it is too hot outside. So you really have to think holistically about all of the elements that it takes to make a more climate resilient place.
I would also say communication and social connectedness is a huge part of it too. A good number of older adults do not have in-home internet or smartphones, so they don’t access the internet on a daily basis. So if you’re relying upon these systems to notify people or to get them to sign up for things that are going to reduce their risks, then you’re probably missing a whole bunch of people. So how do you cultivate a multi-pronged approach where you’re using all the levers you have available to you, including people like home health aides, or service organizations like Meals on Wheels, to get information to people in ways that they can access and utilize it?
Your point about home health aides reminds me that you drew a connection between climate and COVID-19 in your book. What lessons can we learn from the pandemic that can be applied to climate change?
Tragically, what we learned is that older adults are viewed as expendable. I think we somehow accepted the fact that a wildly disproportionate number of people who die from COVID-19 were older adults. It didn’t cause the kind of outrage that I think it should have. And I think some of that same thing is happening here with climate-fueled disasters.
COVID taught us the importance of getting information and support to people in their homes. I think there’s this presumption that when we plan for nursing homes we’ve checked the box, we’ve covered older adults’ needs. But that’s only true for a very small number of older adults — the vast majority live in their homes, often alone, particularly older women. And so how do you get services and information to folks in their home in ways that understand and appreciate their mobility challenges?
It’s interesting that so much of what you’re talking about is communication. I feel like when people hear the word resilience, they think of these big plans to transform the built environment.
I think communication is a huge part of why we’re here. And by that I mean the inability of these different siloed technical fields to communicate with one another. Emergency management and hazard mitigation people use a very different language than aging advocates do, who use a very different language than sustainability advocates do. They speak different languages, and they report in different structures, and they’re funded by different agencies. And never the twain shall meet. There are not a lot of opportunities where those things come together like they should.
My hope is that by communicating more effectively with aging advocates in terms that they understand, using programs that they are responsible for administering, they then see climate change as part of their mission. It needs to be the same way when talking to emergency managers about hazard mitigation plans: We can begin to unpack the unique needs of older adults that might be falling through the cracks in terms of their existing planning efforts. We really need to create this middle ground of understanding.
Do you have a favorite solution? Or maybe a favorite place that has implemented these solutions well?
The one that comes to mind — and I’m a little biased because I went to school there — is Portland, Oregon.
During COVID, they developed a framework to get supplies into the homes of an array of people in the city, to ensure they had what they needed, whether it’s food or diapers or adult incontinence supplies. These are things that were really important to get to people. Then they layered that with really effective community-based organizations that could reach committees that were hard to reach. So they had a Latino group reaching Spanish speakers, they had an Asian American group reaching Asian immigrants, and so on.
After the pandemic, Portland was able to use their relationships with those groups during two summers in which terrible heat waves hit the region. They quickly deployed those same organizations to get portable heat pumps into people’s homes, and they prioritized low-income older adults. They were able to do that because they’d already cultivated that tradition of serving people in that community through trusted organizations. And I can’t help but think that it saved lives.
What do you think the federal government should be doing differently around climate resiliency and aging? Are there particular policies you’d like to see that target aging populations?
I think it needs to happen at all levels, from the local to the regional and state levels. And that can be accelerated by work at the federal level. So for example they could require that hazard mitigation plans, and applications for HUD programs, or BRIC, which is a FEMA program, have to include an analysis of demographic change, and what that means for people over 65.
That’s a step forward, because then you’ve got state planners and local leaders thinking about what their aging population needs, because the share of older adults is only going to grow, it’s not going to diminish.
Similarly, the Older Americans Act is going to be reauthorized soon, and that funds all kinds of agency work that supports home and community-based services so that people can age in place. There’s a real need there to acknowledge the fact that climate change is going to interfere with some people’s ability to do that. And that might mean that they need more utility assistance, because now they have to run the air conditioner longer or put the heater on more frequently. Or it might mean that they need different kinds of supports, like making sure these folks can evacuate during a flood.
Is there something you found in your research that people seem to constantly get wrong?
There’s a general impression that older adults are living their best lives, they’ve got their retirement savings and are going on cruises and playing golf. But it’s just not the case for so many older adults. Something like half of all people who are unhoused right now are single people over 50. There’s a whole set of upstream financial challenges many older adults face, including paying way too much of their income for housing because rents have skyrocketed and they often have fixed incomes. Not to mention all the other expenses that go along with getting older, such as prescriptions. So climate Is a risk magnifier financially as well.
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How China emerged the victor of the war with Iran.
The Strait of Hormuz appears to maybe be opening up eventually — and the price of oil is collapsing.
Iranian Foreign Minister Abbas Araghchi said Friday morning that the waterway was “completely open,” shortly before President Trump declared on Truth Social that the strait was “COMPLETELY OPEN AND READY FOR BUSINESS AND FULL PASSAGE,” though the president also clarified that “THE NAVAL BLOCKADE WILL REMAIN IN FULL FORCE AND EFFECT AS IT PERTAINS TO IRAN.”
Eurasia Group analyst Greg Brew cautioned me that, as was the case when Trump announced a ceasefire last week, the actual status of the Strait of Hormuz has remained unchanged. Iran’s position is that traffic from non-hostile countries can go through the strait as long as ships coordinate with its government and follow a route that hugs its coastline; the U.S. has insisted for over a week that the strait is open, and has been blockading traffic from Iran.
That’s not to say today’s announcement was meaningless. “There has been movement from both the U.S. and Iran on the issues that matter — namely, Iran’s nuclear program,” Brew told me. Meanwhile, “there’s a lot of ambiguity, and there’s a lack of clarification on the status of the strait. The upshot of that is shippers don’t feel secure in using the strait.”
As for the mutual statements, Brew said they were a sign that “both sides have acknowledged a mutual interest in having the strait reopen.” The market, meanwhile “is responding to the positive vibes that the president and, to some extent, the Iranians are putting out regarding the status of Hormuz moving forward.” Oil prices fell substantially Friday, with the West Texas Intermediate benchmark price down 10.5% to around $85 per barrel.
While the final disposition of the conflict between the U.S. and Iran — and thus the flow of traffic through the Strait of Hormuz — remains unclear, the global energy system may be at the beginning of the end of the crisis that started at the end of February.
This doesn’t mean an immediate return to the status quo from the beginning of the year, however, which saw a glut of fossil fuels depressing global prices. Several hundred million barrels of oil that would otherwise have been pumped in the Persian Gulf remain in the ground after producers shut in production, temporarily suspending operations to protect their infrastructure and minimize their exposure to the conflict. This has created what Morgan Stanley oil analyst Martijn Rats called an “air pocket” in the market — and anyone who’s watched a hospital drama knows how dangerous an air pocket can be.
As happened with Russia’s war against Ukraine, the consequences of the Hormuz closure cannot simply be undone. That leaves countries — especially poorer countries dependent on fossil fuel imports — with a stark choice about how to fuel their future economic growth. The crisis may have tipped the balance towards renewable and storage technology from China over oil and natural gas from the Persian Gulf, Russia, or the United States.
“There is a huge shift in total supply available in the fossil system,” Jeremy Wallace, a professor of China studies at Johns Hopkins University, told me. “I think the fossil system has been demonstrated to be vastly less reliable, riskier than it was seen to be in February.”
For gas specifically, recovering from Iranian attacks on Qatar could take years, not just the weeks and months necessary to clear the backlog in the Persian Gulf.
That will serve to reinforce China’s dominant position as a producer and exporter of solar panels, batteries, and electric vehicles. “It’s hard for me to not see this as a huge win for Chinese firms that produce these products, upstream and downstream in those supply chains — as well, arguably, for the Chinese government itself,” Wallace said.
There’s already been some institutional movement away from fossil fuel investments and towards clean energy as well. A Vietnamese conglomerate, for instance, has proposed scrapping a planned liquified natural gas terminal for a solar and renewables project, while the county has also signed a deal with Russia to build the region’s first operational nuclear plant. And even as electric vehicle sales in China have slowed down, the share price of the battery giant CATL has surged since the war began despite rising costs of metals due to disruptions of chemicals necessary for refining from the closure of the strait.
Kyle Chan, a fellow at the Brookings Institution who studies Chinese technology and economic policy, summed up the situation by calling the energy shock of the war “the best marketing program you could possibly imagine for China’s clean tech sector.”
It’s not just China’s technology that is likely to be more attractive in light of this latest energy crisis, but also its energy model, which fuses energy security and decreasing dependence on imported fossil fuel (thanks, in part, to domestic coal supplies and hydropower) with a vast buildout of renewables and nuclear energy.
“The way that China has weathered the Iran war energy shock so far has really validated its strategy of investing heavily in alternative energy,” Chan said.
Going forward, Asian countries will have to decide on future investments in energy infrastructure, especially the extent they want to build out infrastructure for importing and processing oil and especially liquefied natural gas.
While the United States, especially under Trump, is more than happy to sell LNG to any taker, the fact that oil and LNG are global markets could make countries leery of depending on it at all if it’s risky to supply and price shocks, even if U.S. exports are dramatically less likely to get bottled up in the Gulf of Mexico.
“It seems like once in 100-year storms happen every year. Now it feels like that in the fossil energy system,” Wallace told me. “We’ve been talking about the crises of the 1970s for 50 years afterwards. We don’t need to be talking about those now.”
The 1970s saw major investments in non-oil energy generation, especially nuclear power, in Japan and France and large scale investments in energy efficiency. Today, Wallace said, “the alternatives are much more attractive.”
“In the months to come, I think we will see a lot of bottom up industrialists and probably wealthy consumers in Southeast Asia and South Asia who are going to vote for energy security of their own as best they can,” he told me, pointing to the mass adoption of solar in Pakistan since 2022.
But Asian countries embracing renewables and storage will not have entirely freed themselves from geopolitics. While batteries, solar panels, and electric vehicles do not require a flow of fuel from abroad the same way oil and gas infrastructure does, China has shown itself to be perfectly willing to use economic leverage to achieve political ends.
Relations between China and Japan, the second largest Asian economy and a close American ally, quickly devolved into crisis following the ascent of Sanae Takaichi to Prime Minister of Japan in October, after the new leader suggested that if China were to blockade Taiwan, it would constitute “an existential threat.” China responded with an array of economic punishments, including discouraging Chinese tourism in Japan and restricting shipments of rare earths elements and magnets.
China’s economic coercion, Chan told me, “reminds everyone that while you can buy all this really affordable, highly scaled-up clean energy equipment, China has been able to and has been willing to leverage that supply chain dominance in certain ways. There’s a degree of trust that you can’t really make up for.”
Countries embracing Chinese energy technology will “always have to have a Chinese-hedging discount in the back of their minds,” he said.
On Breakthrough Energy Ventures’ quantum computing investment, plus more of the week’s biggest money moves.
It’s been a busy week for funding, with several of the most high-profile deals featured in our daily AM newsletter, including Slate Auto’s $650 million fundraise for its stripped-down electric truck and Rivian’s partnership with Redwood Materials to repurpose the electric automaker’s battery packs for grid-scale storage.
These are clearly companies with direct decarbonization implications, but one of the week’s other biggest announcements raises the question: Is this really climate tech? That would be quantum computing startup Sygaldry, which recently nabbed $139 million in a round led by Breakthrough Energy Ventures to build quantum AI infrastructure. Huh.
Elsewhere in the ecosystem, the climate connection is a little more straightforward, with new funding for advanced surface materials designed to improve insulation and fire-protection, capital for microgrids that can integrate a diverse mix of generation and storage assets, and federal support for next-generation geothermal tech.
Quantum computing offers a futuristic paradigm for high-powered information processing and problem solving. By leveraging the principles of quantum mechanics, these systems operate in fundamentally different ways than even today’s most advanced supercomputers, encoding information not as ones and zeros, but as quantum units called “qubits.” Naturally, there is significant interest in applying this novel tech — which today remains error-prone and not ready for prime time — to artificial intelligence, with the aim of exponentially accelerating certain training and inference workloads.
Perhaps less intuitively, however, these next-generation computers are now viewed, at least by one prominent venture capital firm, as a key climate technology.
This week, quantum computing startup Sygaldry raised a $139 million Series A round led by Bill Gates’ climate tech VC firm Breakthrough Energy Ventures to build “quantum-acclerated AI servers” for data centers, which could reduce the cost and power required to train and operate large models. “The AI industry is advancing faster than ever and needs a breakthrough in performance per watt,” Carmichael Roberts, Breakthrough Energy Ventures’ chief investment officer said in the press release. “Sygaldry’s vision for bringing quantum directly to the AI data center has the potential to deliver exactly that, bending the cost and energy curve at the moment it matters most."
Certainly Sygaldry’s ultra-high-powered computers could help lower the energy intensity of AI workloads, but that is no guarantee that it will reduce AI and data center emissions overall. As was widely discussed when the Chinese AI firm DeepSeek released its cheaper, more energy-efficient model early last year, efficiency gains could reduce emissions in the sector at large, but they are perhaps just as likely — or some argue even more likely — to drive greater proliferation of AI across a wide array of industries. This unfettered growth could offset efficiency gains entirely, leading to a net increase in AI power demand.
Buildings account for nearly 37% of domestic energy consumption, with heating and cooling representing the largest share of that load. But while energy efficiency strategies typically focus on upgrading insulation or adjusting the thermostat, there’s another approach — essentially painting the roof with sunlight-reflecting material — that has the potential to reduce AC demand and thus cut a building’s cooling-related energy use by up to 50%.
Just such a “paint” is one of the unique ceramic coatings developed by NanoTech Materials, which this week raised a $29.4 million Series A to scale its infrastructure materials business. Beyond roofing, the company also offers a fire-protective coating for wooden infrastructure such as utility poles, fences, highway retaining walls, and other transportation assets, as well as an insulative coating for high-heat industrial equipment such as pipes and storage tanks designed to slow heat loss and prevent burn risk.
“Today’s built environment demands materials that don’t just meet code, but can also outperform the extreme conditions we’re now facing,” said D. Kent Lance, a partner at HPI Real Estate Services & Investments, which led the Series A. Nanotech Materials currently operates a manufacturing facility in Texas and plans to use this new capital to further expand its operations as it conducts market research for its various product lines.
Interconnection delays aren’t just a data center problem. Industrial developers working on everything from real estate and electric vehicle charging to manufacturing and aviation are also struggling to get timely and reliable access to power when building or expanding their operations. Enter Critical Loop. This modular microgrid company is building battery energy storage systems that can integrate batteries of varying sizes and specifications with a variety of power sources, including onsite solar, diesel generators, and grid power.
This week, the startup announced a $26 million Series A round, bringing total funding to $49 million across all equity and debt financing. Critical Loop’s approach combines a software platform with proprietary hardware — what it calls a “combiner” — which reduces the need for the many custom components typically required to connect a diverse mix of batteries and generation sources. “There’s a lot of power problems that are not getting solved because of limitations on an understanding of how to integrate different systems at a site,” Critical Loop’s CEO Balachandar Ramamurthy, told me last month.
The company’s initial product is a modular single-megawatt battery system that can be transported in shipping containers for rapid deployment in capacity-constrained locations. To date, Critical Loop has deployed about 50 megawatt-hours of microgrid assets, with plans to scale to over 100 megawatt-hours by year’s end.
It’s been another exciting week for one of the few bipartisan bright spots in clean energy — geothermal development. My colleague Alexander C. Kaufman reported in this morning’s AM newsletter that the AI-native geothermal company Zanskar secured $40 million through one of the first development capital facilities for early-stage geothermal development, and now the technology has secured fresh capital from the fickle U.S. Department of Energy. Today, the DOE announced a $14 million grant to support an enhanced geothermal demonstration project in Pennsylvania that will convert an old shale gas well into a geothermal pilot plant.
Conventional geothermal systems depend on a highly specific set of subsurface conditions to be commercially viable, which includes naturally occurring underground reservoirs where fluid flows among hot rocks. By contrast, developers of enhanced geothermal systems effectively engineer their own reservoirs, hydraulically fracturing rock formations and then circulating water through those man-made fractures to extract heat that’s then used to generate electricity. A number of well-funded startups are advancing this approach using drilling techniques adapted from the oil and gas industry, such as Fervo Energy — which has an agreement with Google to supply electricity for its data centers — and Sage Geosystems, which has a similar tie-up with Meta.
“As the first enhanced geothermal systems demonstration site located in the eastern United States, this project offers an important opportunity to assess the ability of such systems to deliver reliable, affordable geothermal electricity to Americans nationwide,” Kyle Haustveit, the Assistant Secretary of the Hydrocarbons and Geothermal Energy Office, said in the DOE release. If successful, the Energy Department says the project could provide a replicable model for scaling the deployment of enhanced geothermal systems across a broader range of geographies.
This week, the nonprofit XPRIZE organization announced that it’s partnering with Amazon to launch a new global competition focused on critical mineral circularity — redesigning how minerals such as lithium, cobalt, and nickel are recovered, processed, and reused. Demand for these minerals is projected to quadruple by 2040, but their supply chains remain largely concentrated in China, especially across refining, processing, and battery manufacturing.
The competition aims to catalyze breakthroughs in mineral recovery and recycling, materials solutions, and lower-impact extraction methods. It’s not yet open to submissions as organizers are still seeking philanthropic and corporate funding before entrepreneurs, startups, and research teams can submit their ideas for consideration. XPRIZE has been running challenges for three decades now, with past competitions revolving around carbon removal, adult literacy, and lunar exploration.
Current conditions: A broad swath of the United States stretching from South Texas to Chicago is being bombarded by the Central U.S. with severe storms and more than two dozen tornadoes so far • The thunderstorms pummeling Puerto Rico and the U.S. Virgin Islands are expected to stretch into the weekend • Kigali is also in the midst of a days-long stretch of heavy storms, testing the Rwandan capital’s recent wetland overhaul.
SunZia Wind, the largest renewable energy project of its kind ever built in the U.S., has started generating electricity, nearly capping off a two-decade effort to supply Californians with wind power generated in New Mexico. The developer has begun testing the project’s 916 turbines ahead of planned full-scale commercial operations later this quarter, unnamed sources told E&E News. The project includes 3.5 gigawatts of wind and 550 miles of transmission line to funnel the electricity west from the desert state to the coast. “The impact is already evident,” the newswire wrote. “California broke its record for wind generation eight times in the last four weeks.”
When Heatmap’s Robinson Meyer visited SunZia’s construction site in August 2024, he observed that, once it started running at full blast, the project would “generate roughly 1% of the country’s electricity needs.” Its success in the face of the Trump administration’s attacks on wind could “lay the model” for a new paradigm in which “clean energy buildings and environmental protectors work together to find the best solution for the environment and the climate,” Rob wrote. “We will need many more success stories like it if America is to meet its climate goals — 99 more, to be exact.”
The U.S. Senate voted 50-49 on Thursday to repeal a mining ban on land near the Minnesota’s Boundary Waters Canoe Area Wilderness, declaring what Heatmap’s Jeva Lange called “open season” on public lands. In what the public lands news site Public Domain called “an unprecedented use of the Congressional Review Act,” the vote slashes protections for the iconic nature preserve. Inspiring even fiercer political pushback is the fact that Republicans championed the effort largely to benefit an overseas corporation: Twin Metals Minnesota, a subsidiary of the Chilean mining conglomerate Antofagasta, which has for years sought to establish a copper-nickel mine on national forest land near the wilderness area. “The Boundary Waters belong to everyone,” Julie Goodwin, a senior attorney at Earthjustice, said in a statement. “They should be protected and enjoyed by all, not jeopardized to benefit a wealthy foreign company.”
At the same time, global demand for both nickel and copper are surging — and a successful effort to decarbonize the world economy through greater electrification will require a lot more of both metals.
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The good news: The Department of Energy is allowing the Direct Air Capture hub program started under the Biden administration to move forward. In documents submitted to Congress this week, the agency listed as approved the up to $1.2 billion the program awarded to two projects: Occidental Petroleum’s South Texas DAC Hub, and Climeworks and Heirloom’s joint Project Cypress in Louisiana. As Heatmap’s Emily Pontecorvo noted: “This fate was far from certain.” After the Energy Department cut funding for 10 of the original 21 projects last fall, a leaked list of projects suggested the Louisiana and Texas hubs would be targeted in a second wave of rescissions. The bad news: Last week, Rob had a scoop that Microsoft — whose carbon removal buying made up roughly 80% of the industry — was pausing its purchases. And as he wrote yesterday, even if it’s just temporary, the pause will ripple through the nascent market.
Other technologies that once seemed like science fiction are, in fact, moving forward. In an exclusive for Heatmap, I reported that Clean Core Thorium Energy, a Chicago-based company designing thorium fuel bundles that works in existing reactors, inked a deal to manufacture its first four units. In addition to assembling the bundles, the Canadian National Laboratories will supply the small amount of a special kind of uranium fuel needed to be blended into Clean Core’s mix and that serves as a spark plug for the reaction.
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Last October, the Energy Department asked the Federal Energy Regulatory Commission to set rules for patching data centers, advanced factories, and other large loads onto the grid. The move, as Utility Dive reported at the time, sparked controversy over whether it represented a Washington power grab given that the landmark Federal Power Act gives states jurisdiction over retail electricity interconnections. Now FERC has said it plans to respond. On Thursday, Robin Millican, a researcher at Columbia University’s Center on Global Energy Policy, posted on X that FERC announced a notice of intent to act on the Energy Department’s request, with a ruling expected in June. “Good,” she wrote. “Ensuring interconnection costs from data centers, advanced manufacturing, and big electrification projects aren’t passed to retail customers is overdue.”
Back in January, I told you that two geothermal startups raised a combined $212 million: Zanskar, which uses artificial intelligence to hunt down previously undetected conventional geothermal resources underground; and Sage Geosystems, a next-generation startup using fracking technology to drill for geothermal heat in places that conventional resources can’t tap. This week we saw two geothermal companies once again net a nine-digit number. Once again, Zanskar — considered by experts Heatmap surveyed to be one of the most promising climate-tech companies in the game right now for a reason, after all — announced the closing of another $40 million fundraise. Just Capital and Spring Lane Capital led the round, with an additional investment from Tierra Adentro Growth Capital. Zanskar said the round was a development capital facility, a type of deal that usually involves equity or debt to fund a company’s growth. It is “among the first ever structured for early-stage geothermal development, drawing on the best practices from the renewables and natural resource sectors,” the company said Thursday in a press release. The financing will help establish a revolving line of credit “designed to accelerate project development.”
On Wednesday, another competitor in the next-generation geothermal space, Mazama Energy, pulled in a fresh round of capital. The Frisco, Texas-based company, which last year boasted a system that reached hotter temperatures than any other geothermal company, just raised $100 million, according to Axios.

San Diego, once the poster child for a drought-parched Southern Californian city, is now looking to become a water exporter, The Wall Street Journal reported. North America’s largest desalination plant is producing so much freshwater for the San Diego County Water Authority that the city is working on a deal to sell millions of gallons to Arizona and Nevada. The Claude “Bud” Lewis Carlsbad Desalination Plant, which opened in 2015 and is owned by an infrastructure investment firm, may produce more expensive than average water, but “it is important to note that it is more reliable than other sources,” Keith R. Solar, a water attorney from the seaside neighborhood of Point Loma, wrote in the Voice of San Diego last year. “Its value as insurance against disruption of supplies from other sources makes it a critical part of our future.”