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Skiers, snowboarders, and cross-country athletes are in mourning for snow.

On January 15, as the first major winter storm of the season screeched across the U.S., Minneapolis’ Theodore Wirth Regional Park remained cold, hard, and — most stubbornly — brown. “We continue to be denied any measurable amount of snow,” read the park’s trail report for the day. “Frozen dandruff-covered dirt is our destiny for the time being.”
In a few weeks, over Presidents Day weekend, the park is scheduled to host the United States’ first cross country skiing World Cup in more than 20 years. For an event like that, “dandruff-covered dirt” simply will not cut it. “We’re really excited to have a great event there with tons of friends and family,” Gus Schumacher, a 2022 Winter Olympian in skiathlon, told me. While he still has hope, the Twin Cities’ snow deficit remains around 18 inches for the season. “We have to cross our fingers for some winter in the next month,” he said.
For the 30 million Americans who enjoy snow sports every year, this sort of finger-crossing has become as much of a pre-season ritual as tightening bindings and waxing skis. While scientists have long taken note of dwindling snowpack — the Fifth National Climate Assessment, released last year, specifically cited winter recreation as a pending cultural and economic victim of climate change — data had only shakily linked snow level to human-driven warming until recently. This month, a study published in Nature confirmed that it’s not all in our heads: Some parts of the U.S. are losing 10% to 20% of their snowpack per decade because of anthropogenic climate change.
Perhaps even more concerning, the study’s authors found that snow loss has a tipping point: Once the average winter temperature in a region warms beyond 17 degrees Fahrenheit (-8 degrees Celsius), snow loss rapidly accelerates, even with small temperature rises.
In spite of headlines about arctic blasts and photos of buried football fields, snow levels in many parts of the country have remained worryingly low at the midpoint of this year’s meteorological winter — and temperatures, on average, remain high. In early January, most ski areas in the U.S. were only operating half of their lifts, “which is unusual for this time of year,” Chance Keso, a senior news producer for On the Snow, which tracks ski conditions, told me. “Typically,” he explained, “we would see most resorts almost all completely open by this time of year.”
The recent storm systems have helped somewhat, Keso said — Alyeska, a ski area in Alaska, “passed the 400 inches mark a few weeks ago.” But even Buffalo, which received record snow in January, is tracking behind average when the whole season is considered. In California, where the ski industry is a $1.6 billion business, snowpack is only 57% of normal.
Likewise, meteorologist Sven Sundgaard wrote for Minneapolis’ Bring Me the News that this winter has been “pretty weak” in Minnesota. It has been cold, no doubt, and yet “nowhere in the state reached 25 [degrees Fahrenheit] below zero, which should EASILY happen in a January cold snap in northern Minnesota, even in our much warmer climate,” he said. (This week, temperatures are expected to be 10 to 15 degrees above normal across the state.) On the Snow reported that, as of Monday, “snowpack levels across Minnesota are currently 73% of normal.”
Counterintuitive as it may be, researchers expect climate change to bring more snow to certain places, as extremely cold parts of the world warm to more snow-friendly temperatures and increased precipitation from a warmer atmosphere results in more flurries. Parts of Siberia and the northern Great Plains appear to be experiencing a deepening snowpack of over 20% per decade, Justin Mankin and Alexander Gottlieb, the co-authors of the Nature paper, found in their research. But just because snow loss hasn’t hit an area yet doesn’t mean it won’t soon; “basins that are hovering right at the edge of that cliff, for whom major snow losses have not yet emerged, are about to see the snow losses emerge,” Mankin said.
Despite the worries about Minnesota’s upcoming World Cup, Susanna Sieff — the sustainability director for the Switzerland-based International Ski and Snowboard Federation (known by its French initials, FIS) — told me that event cancellations for the six Olympic snow sport disciplines this season have so far “been on par with previous seasons.” A spate of foiled World Cups in Zermatt, Italy, Beaver Creek, Colorado, and the French Alps in late 2023, she said, was “due to inclement weather and not lack of snowfall.”
Still, Sieff admitted that “for those that needed a wake-up call, the last few years have certainly provided it.” 2022 was especially bad for competitive ski and snowboarding — the organization canceled seven of its eight early-season World Cups for lack of snow. This month, FIS released an updated sustainability action plan that runs through the 2026 season and includes a particular focus on mitigation, environmental justice, and responsible stewardship. (Protect Our Winters, an environmental advocacy group that put me in touch with Schumacher, the ski athlete who serves as one of their ambassadors, has pressured FIS to be more transparent given the existential crisis facing competitive snow sports. My father is a longtime FIS event volunteer.)
Resort operators are increasingly using machine-made snow as a fall-back plan — as Schumacher told me, in cross-country, “we ski on warm, manmade snow far more than was the case 10 years ago.” It’s also common for XC events to move to alternate venues where snow can be stretched further. For example, Lillehammer, Norway has hosted a World Cup race in nine of the past 10 years. But “since I came on the World Cup in 2020, we haven’t been able to use the marquee trails built for the 1994 Olympics,” Schumacher said.
Even this “fake” snow is imperiled. “Snowmaking is not a climate solution,” the National Ski Areas Association, an industry group, has made clear. “It is an operational tool.”
It’s also expensive. Snowmaking can eat up to 15% of a ski area’s operating budget, draining the pockets of small and independent resorts. The consequence is yet another illustration of how climate change hits “the most vulnerable system and the most vulnerable people in that system,” Mankin said. “The ski industry is a really clear example of where you’re going to see consolidation onto better resourced, higher, more exclusive mountains that have the ability to produce human-made snow — and which are more difficult for the general population to access.”
Since the 1970s, ski areas in the U.S. have dwindled from roughly 1,000 locations to only about 470, according to SnowBrains, a ski and snowboard publication. It’s a trend climate change is helping to accelerate. That, of course, means fewer areas for athletes to compete and practice, as well as fewer local hills and trails for would-be athletes to fall in love with the sport.
For those in the snow sports world, this is nothing short of heartbreaking. The average American already doesn’t watch snow sports and “shouldn’t really care” whether cross-country or downhill skiing competitions survive, Schumacher told me. But the consequences are bigger than just competitive and recreational snow sports having shorter seasons of poorer quality or becoming more exclusive. A lack of snow is also about critical watersheds that are strained when snow doesn’t fall in the mountains, leaving ecosystems damaged and agriculture unirrigated. Heck, it’s about hardy, stoic Minnesotans losing what it means to be hardy, stoic Minnesotans. “What they should care about,” Schumacher said of his fellow Americans, “is the effects of climate change that come after the death of snow sport as we know it.”
Mankin told me something similar. “What happens in winter,” he warned, “doesn’t stay in winter.”
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A conversation with anti-tech extremism researcher Mauro Lubrano on Sam Altman, Tesla protests, and 5G.
A spate of headline-grabbing attacks motivated by anxiety over artificial intelligence have rattled nerves across the U.S.
On Friday, I wrote a story about whether developers should be worried about violence after a shooting in Indiana targeted a city councilman who had voted in favor of a local data center. Almost at the same time the story published, news broke that an attacker had attempted to firebomb OpenAI CEO Sam Altman’s house. On Monday, the Justice Department filed charges against a 20-year-old from Texas for allegedly throwing a Molotov cocktail at the AI executive’s house. The Houston Chronicle reported that the individual charged had a Substack where they posted several anti-AI screeds; while I have reviewed the blog and can verify it exists, I cannot confirm the author’s connection to the individual charged.
As if that wasn’t enough, just days after the alleged firebombing, two people shot at Altman’s house.
To attempt to make sense of such chaotic brutality, I spoke with Mauro Lubrano, a lecturer at the University of Bath in the United Kingdom and author of the new book Stop the Machines: The Rise of Anti-Tech Extremism. Lubrano has for much of his career studied the rise of a global decentralized movement against tech infrastructure, including energy and transportation systems. Last year, for example, he published a detailed examination of the spate of attacks against Tesla vehicles, dealerships, and factories, calling them “insurrectionary anarchism” rooted in “anti-tech extremism” that “spans multiple ideologies — from eco-extremism to eco-fascism.”
Lubrano and I discussed how a prevailing pessimism about the future, AI acceleration, and climate anxiety is making people more likely to launch physical attacks on devices representing a perceived techno-apocalypse. Lubrano said we should expect more people to attack things linked to electricity itself, and that the solution to the violence is not eco-modernism or optimistic thinking, but rather society finally working through the hard questions raised by AI, climate change, economic inequality, and the other ills vexing so many today.
The following conversation was lightly edited and condensed for clarity.
We’ve seen these movements against tech infrastructure — attacks, threats — for a while. The concept goes back a long time. For a lot of folks in the U.S., there’s analogues here ranging from the assassination of the UnitedHealthcare CEO to ecoterrorism attacks on pipelines and other forms of energy infrastructure. How would you characterize the forces driving these recent attacks on executives and politicians supporting AI data centers?
When we look at anti-technology violence, we tend to see two main patterns of violence: attacks on tech executives, personalities, and so on; and attacks on critical infrastructure. This is related to a worldview that technology is not a collection of individual devices, but part of an interconnected system. Some anti-tech extremists will refer to the “mega-machine,” one that has three main manifestations. There’s an ideological one — the general idea that progress is inherently good. There’s the material manifestation, which is the technologies we interact with every day. And there’s the human component. People become cogs. So by targeting cogs in the machine, you contribute to the collapse of the machine itself.
There’s a propaganda element to all of this, too, targeting individuals who for one reason or another are prominent so it sends shockwaves to the tech community, to make some people change minds or join them in their anti-tech fight, or to just deter people from pursuing research on technology.
Then there’s also critical infrastructure. It comes back to this vision of the mega-machine, where instead of targeting individual technologies you target those critical for the machine to function. They want to strike those first because they will create a domino effect, where they affect all the technologies and the collapse of the system. You will find the attacks tend to cluster around specific targets.
How do you define technology here? Do you mean any kind of tech application? I’m hearing what you’re saying and thinking this may apply to more than AI.
Oh, of course. It’s not just AI. When these people think of technology they are not just thinking of devices but know-how, the ideology of progress, of social forces shaping society and how it works and how labor is organized. Technology is a complex entity, in a way.
In the early 2010s, for example, you saw attacks on facilities after the Fukushima Daiichi disaster. More recently, you had attacks on companies making semiconductors and microchips, so if you take out microchips you cripple the system. And data centers have been discussed for quite some time — I wouldn’t be surprised if we see something happen there, as well. It’s about identifying technologies that all other tech depends on.
There’s an argument some of them make that there’s only one technology all the other depend on, which is electricity. That’s why we’ve seen attacks on power plants, on different targets related to power.
Are you speaking about organized groups? Discussions and forums? I’m sure you’re referencing people you know of, but help us get a better understanding.
When we look at the violent side of the coin we need to acknowledge first that these networks, these movements, reflect trends we’ve seen in political violence over the last few decades, trends that show us we’re in a post-organizational era of political violence. We have names, we have acronyms, but these names are not as important as they used to be. These are decentralized networks, often leaderless, that operate without solid hierarchies or chains of control. We’re not talking about organizations like Al-Qaeda or the Irish Republican Army. We’re talking about networks in which militants often do not know each other because they interact online.
Some of the networks that have been involved in these kinds of attacks are the Informal Anarchist Federation. It formed in 2003 in Italy and became a global entity around 2011. There’s the Conspiracy of Fire Nuclei, which emerged in Greece and then became international. And then there’s a series of ad hoc groups that have emerged over the decades, sometimes who are only known because they’ll release a communique after an attack. Like there’s Vulkan Group, which has carried out a series of attacks on Tesla factories in Germany. Or Individualists Tending to the Wild.
An affiliation to a network is not motivated by gaining material or support or leadership. It’s almost an identity factor because again, when these individuals carry out attacks on their own, they don’t rely on existing networks for support. They might also only be around for one or two attacks because it’s not the group that matters — it’s the network.
Is it just the rise of modern technology driving this violence? Are there other factors at play inciting events, creating this current wave of attacks?
One of the remarkable qualities of anti-tech extremism is that it’s quite flexible. The way this decentralized system works, especially on the anarchist or eco-extremist side, is one side will carry out an attack in a communique they publish online and then make a call for similar attacks on similar targets. Whether or not attacks occur is up to others in the network. If a campaign is considered not really appealing, this might not take place. If instead it’s deemed appealing, you’ll see more attacks.
Last year there was a campaign a French group started called Welcome Spring, Burn a Tesla, which resulted across Europe in a lot of Tesla dealerships being torched. There was some confusion because there was also a campaign against Elon Musk and Tesla, but that wasn’t carried out by people motivated by anti-tech violence, but instead Musk’s role in the U.S. government.
There can also be things people say that incite. In this case, there was an interview recently where Sam Altman basically said if AI is going to steal all the jobs, then maybe those jobs weren’t “real” in the first place. That type of statement is likely to make a few people annoyed. It’s hard to consider what type of development might constitute a catalyst for violence.
I’m struck by the way you’re describing this movement and the rhetoric and signals. I think about Alex Jones and, for example, the idea that 5G is going to brainwash people on behalf of globalists. Do you see anything in global politics providing kindling to this fire?
This is an interesting question because conspiracy thinking is widespread amongst these groups, that there’s this obscure force at work determining outcomes. But on the other hand it depends. In certain groups of people, there’s such a rejection to anything conventional that you’d find disagreement between those people and the political figures. In others, you might argue influencers or politicians who spread rumors about COVID vaccines or 5G that this idea resonates. For example, I don’t see anarchists paying attention to what a politician says because they’re a part of the problem to begin with.
What can be done to counterbalance this? Is there an oppositional force against this rising tide of anti-tech violence? I’ve been stunned to see the absence of any widespread outrage online at what’s transpired so far. Almost all the commentary has been “good, I’m glad this is happening.”
I’m not surprised you’re saying this about the commentary. I’ve been researching violence for years now, but this is the first time I’ve seen the narratives of extremists reflecting some objective concerns amongst people. It doesn’t mean all those other people are participating in the violence themselves, but concerns about AI are real. People are afraid and scared of these developments they don’t understand. But what they do understand is that it’ll have impacts on their lives, to the extent they’re able to comprehend it.
I think demonizing these concerns driving the violence would be a very foolish thing to do. It’ll confirm narratives of surveillance and control.
Right. I mean, some of these are valid concerns. Water, electricity, job loss, surveillance. All of that. But if demonizing this isn’t the right call, what can be done?
Short term, don’t securitize these concerns but do something to limit the violent manifestations. Most of the solutions will be long term. That’s not what people want. People want solutions with immediate effect.
You can divide the solutions into two groups. The first one is, stakeholders and those who develop technologies have to be responsibilized. Going back to that Altman interview, these kinds of comments are not doing us a favor in trying to solve the violence — not to mention other stakeholders can be even more incendiary. You can also limit the problem in how the technologies are used. If we see AI is used to monitor people at protests and demonstrations, acquire and execute attacks in warfare, it can only get worse from here. These applications of AI don’t do us a favor.
Then on a philosophical level, we all need to change the way we relate to technology. We need to go from a position where we think, “What does this allow me to do?” We need to instead think, “Within those activities, let’s select those that will further our connections with one another and with nature.”
What about eco-modernism? Techno-optimism? Are those ideologies solutions or antidotes? Or are they inadequate to address the sheer degree of pessimism and anxiety driving this violence?
From what I can see, doomerism and pessimism is now so widespread that I don’t think those ideologies can work. A lot of people in younger generations believe we are doomed. They believe climate change is going to ruin our lives. There’s wars, geopolitical conflicts. We’re stuck with dystopian visions of the future. This isn’t confined to anti-tech stuff, so therefore optimism has very limited effects.
What gives you hope?
That’s funny because I’m working on a project that concludes there’s no hope.
I didn’t think that was going to be a hard question.
There’s a growing acknowledgement that people may be too dependent on technology. Hopefully we’ll manage to be less dependent on technology and more conscious of what it’s doing to us. An awareness that AI has tremendous environmental impacts.
With acknowledgement is where you need to start. That’s the little hope I have.
Current conditions: A wave of summer heat is headed for the East Coast, with midweek temperatures surpassing 90 degrees Fahrenheit in Washington, D.C. • Guam and the Northern Mariana Islands are bracing for winds of up to 190 miles per hour as Super Typhoon Sinlaku bears down on the U.S. territories • At least 30 people have died in floods in Yemen, which just recorded its highest rainfall in five years.
The Trump administration is holding up some funding for grants at the National Oceanic and Atmospheric Administration, The Hill reported. On April 1, the University of Colorado put out a statement saying that a federal pause on funding had put scientists who collect data about the atmosphere “at risk for elimination” after the White House Office of Management and Budget had “not released these funds.” The university’s Cooperative Institute for Research in Environmental Sciences said that roughly 30 days before running out of funds to pay scientists, “we were informed that NOAA has put a pause on all grant actions.”
As I told you back in December, the Trump administration is also working to dismantle the National Center for Atmospheric Research in Colorado, an institution credited with many of the biggest scientific breakthroughs in our understanding of weather and climate over the past 66 years since its founding. In a post on X at the time, Russell Vought, the director of the White House’s Office of Management and Budget, called the institute “one of the largest sources of climate alarmism in the country,” and said the administration would be “breaking up” its operations.
Secretary of Energy Chris Wright is scheduled to testify Wednesday morning before the House Committee on Appropriations to defend the White House’s latest budget request for his agency. He’s not the only chieftain of a federal agency with relevance to Heatmap readers who’s coming before Congress this week.
U.S. Customs and Border Protection plans to launch the first phase of what’s called the Consolidated Administration and Processing of Entries tool in the agency’s automated commercial secure data portal to allow companies to request refunds of Trump administration tariffs the U.S. Supreme Court ruled unlawful earlier this year. Solar companies are among the thousands of American businesses that filed complaints with the U.S. Court of International Trade for refunds prior to the Supreme Court’s ruling. Those, according to Solar Power World, include American Wire Group, Canadian Solar, GameChange Solar, Fluke, Hellerman Tyton, Kinematics, JA Solar, Jinko Solar, Longi, Merlin Solar, Qcells, and Trina Solar.
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Established in early 2021, California Community Power is a quasi-governmental organization formed out of nine power providers across the Golden State. On Monday, the agency inked a series of deals with geothermal power developers to expand what’s widely considered one of the most promising clean-energy sources for California, which has some of the continent’s best hot-rock resources. XGS Energy, the Houston-based startup promising to build next-generation closed-loop geothermal systems, announced a deal to build 115 megawatts of power in the state. Zanskar, the geothermal company using AI to locate untapped conventional geothermal resources, also signed an agreement with the agency.
Zanskar in particular ranked among the most promising climate-tech startups on the U.S. market in Heatmap’s poll of experts earlier this year. The company last year announced its biggest find yet, Heatmap’s Katie Brigham reported last year. XGS, meanwhile, is drawing support from the nuclear industry, as I previously reported for Heatmap.
The developer behind a major Massachusetts offshore wind farm is suing its turbine manufacturer in a bid to keep the company from backing out of the project. By February, the Vineyard Wind project off Cape Cod had installed 60 of the project’s 62 turbines, as I reported at the time. Yet the parent company behind GE Renewables, the maker of the project’s turbines, said “it would be terminating its contracts for turbine services and maintenance at the end of April,” the Associated Press reported. GE Vernova, the parent company, says Vineyard Wind owes it $300 million already.
The war in Iran is taking a toll on Central African minerals. Miners in the Democratic Republic of the Congo are curbing output of copper and cobalt as the war cuts supplies of sulfuric acid needed for leaching minerals out of rock, Reuters reported. Mine managers are reducing cobalt production to conserve chemicals.
The deal represents one of the largest public-private partnerships in the history of the national labs.
I’ll admit, I thought I might be done covering fresh fusion startups for a while. In the U.S., at least, the number of new industry entrants has slowed, and most venture capital now flows towards more established players such as Commonwealth Fusion Systems and Helion. But in February, a startup called Inertia Enterprises made headlines with its $450 million Series A raise. It’s aiming to commercialize fusion using the physics pioneered at Lawrence Livermore National Laboratory, the only place yet to achieve scientific breakeven — the point at which a fusion reaction produces more energy than it took to initiate it.
That achievement first came in 2022 at the lab’s National Ignition Facility in Berkeley, California. On Tuesday, Inertia announced that it’s deepening its partnership with Lawrence Livermore, creating one of the largest private sector-led partnerships in the history of the national lab system. This collaboration involves three separate agreements that allow Inertia to work directly with the lab’s employees on research and development, while also giving the startup access to nearly 200 Lawrence Livermore patents covering fusion technology.
The startup’s team isn’t merely a group of enthusiasts galvanized by the national lab’s fusion milestone. Alongside Twilio’s former CEO Jeff Lawson and fusion power plant designer Mike Dunne, Inertia’s other co-founders is Annie Kritcher, a senior employee at Lawrence Livermore who has led the physics design for NIF’s fusion energy experiments since 2019.
“We’re not starting from zero,” Kritcher told me, putting it mildly. “And that was really, really important to me when I decided to co-found this company.” Or as Lawson told me after the company’s fundraise in February, “the government put 60 years and $30 billion into NIF trying to get that thing to work.”
The technical approach pursued by Lawrence Livermore — and now by Inertia — is called inertial confinement fusion. In this system, high-powered lasers are directed at a millimeter-scale pellet of fusion fuel, typically a mixture of the hydrogen isotopes deuterium and tritium. The laser energy rapidly compresses and heats the pellet to extreme temperatures and pressures, driving the nuclei to fuse and releasing enormous amounts of energy. But NIF didn’t build its system for commercial purposes. Rather, its primary mission is to support the domestic nuclear weapons stockpile by recreating the extreme conditions inside a nuclear detonation, allowing scientists to study how U.S. weapons perform without conducting explosive tests.
To translate the lab’s research into a commercially viable device, Kritcher explained, Inertia must significantly increase the lasers’ efficiency and power output, targeting a system roughly 50 times more powerful than existing lasers of its class. The startup is also working to scale production of its fusion targets to drive down costs and enable mass manufacturing.
Inertia is not the only company attempting to commercialize this general approach, however. Back in 2021, as Lawrence Livermore moved closer to its breakeven moment, the future founders of the startup Xcimer Energy were taking note. Convinced that the fundamental physics of inertial confinement had been proven, they thought, “if we’re going to do this, we have to do it now,” Xcimer's CTO, Alexander Valys, told me a few years ago. He and his co-founder quit their day jobs, and Xcimer went on to raise a $100 million Series A round in 2024. Others joined in on the hype, too — the Fusion Industry Association reports 13 fusion companies that were founded or emerged from stealth between summer 2022 and summer 2023, a record for the sector.
Kritcher told me that none are adhering as closely to NIF’s successful design as Inertia. “There are fundamental technical differences between us and the other laser approaches,” she told me, explaining that while Xcimer and others are using broadly similar methodologies to produce a hot, dense plasma, the underlying physics behind their plan diverges significantly. Xcimer, for instance, is developing a novel laser architecture that hasn’t yet been demonstrated at scale, along with a different fuel capsule design than the one validated by NIF.
Kritcher will be allowed to continue her work at the lab thanks to what the company describes as a “first-of-its-kind agreement” enabled by the 2022 CHIPS and Science Act, which allows scientists at the national labs to participate in commercialization efforts with the goal of accelerating the transfer of knowledge to the private sector.
For the fusion engineer, it’s the ultimate dream come true. She first arrived at Lawrence Livermore as a summer intern in 2004, just before her senior year at the University of Michigan, and “fell in love with the lab and the NIF project,” which was still under construction at the time. She opted to attend the University of California, Berkeley for her masters and PhD in nuclear engineering so that she could continue her work there.
“I was starstruck by the possibility of fusion energy and [it having] such a big impact on humanity, and that really kept me going for a long time,” she told me. But after the NIF facility was finally completed in 2009, it failed to achieve ignition by its initial 2012 target.
By then, Kritcher was a postdoctoral fellow, and attention at NIF began to shift toward supporting the nation’s nuclear stockpile. Fusion energy was “always in the back of my mind, driving me day to day,” she said, “but you sort of forget about it, and you lose a little bit of that excitement and spark.” Under her guidance, NIF ultimately reached that watershed moment, which has since been replicated numerous times. And when it did, "it just reopened all those old inspirational feelings and motivations and excitement and it was like a 180 turning point where we all just go, oh, fusion energy is possible again with this approach.”
Many of the lab’s employees feel similarly, she said, and this close collaboration will allow some of the nation’s foremost experts in inertial confinement to work with the startup across a range of technical capabilities, including “the laser side, the target fabrication side, the simulations team side, the code development side, our physics design side,” Kritcher enumerated.
Inertia is looking to bring its first pilot plant online in the “2030s to 2040s,” she told me. By contrast, Commonwealth Fusion Systems — the most well-capitalized company in the sector — plans to connect its first plant to the grid early next decade, while Xcimer is targeting 2035. Kritcher is unfazed, though. While she acknowledges that other companies might complete their facilities sooner, she argues that Inertia still has an upper hand given that NIF effectively serves as the startup’s demonstration plant, something no other company has built.
Not to mention that all of the sector’s projected timelines remain highly speculative. There are serious technical and economic challenges that would-be fusion energy companies will have to overcome — Inertia not excepted — and the industry’s status 10 years down the line remains anyone’s guess. What’s crystal clear, however, is that a serious new contender has entered the race.