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Electric Vehicles

America’s Nuclear Restart Gets The Green Light

On China’s Paris pact with Europe, Trump’s mineral geopolitics, and Google’s CO2 battery bet

America’s Nuclear Restart Gets The Green Light
Heatmap Illustration/Getty Images

Current conditions: The record-setting heat roasting more than 100 million Americans in the central U.S. is now headed for the densely populated Northeast • The American Samoan capital of Pago Pago faces “imminent” flash flooding on Friday amid days of rain • China just set a record for the highest number of hot days since March in its history.

THE TOP FIVE

1. U.S. regulators greenlight America’s first nuclear restart

The Palisades nuclear plant on the shore of Lake Michigan.Holtec International

Three years after the Palisades nuclear plant in Michigan became the country’s last atomic power station to permanently close, the facility is set to become the first in U.S. history to reopen after a final shutdown. On Thursday afternoon, the Nuclear Regulatory Commission issued its formal approval for the plant’s operating license, putting the single-reactor station on track to restart later this year, the plant’s owner, Holtec International, told me. With just 11 days to go before its license expired, Palisades’ previous owner opted to close down May 2022 rather than make necessary upgrades to continue operations. The Biden-era Loan Programs Office at the Department of Energy put up more than $1.5 to fund the effort. Despite freezing funding for other projects, the Trump administration shelled out the money to Holtec.

The project still faces obstacles. Holtec still needs to finalize repairs at the plant, which are subject to another NRC review. Anti-nuclear activists, meanwhile, vowed to appeal the NRC license. Still, Holtec’s President Kelly Trice said the NRC approval “represents an unprecedented milestone in U.S. nuclear energy.”

2. China and Europe pledge to go green together as U.S. abandons climate

As the U.S. seeks to dismantle its climate regulations, China and the European Union signed a pledge Thursday to work together on cutting emissions. The document, dubbed “the way forward” following the 10-year anniversary of the Paris climate accords, called the 2015 pact brokered in the French capital “the cornerstone of international climate cooperation” that “all parties” should implement “in a comprehensive, good-faith and effective manner.” The two global powers also reached a deal for the emergency export of rare earth metals from China, which dominates their global trade, to European factories facing shortages of the materials, according to The New York Times.

The diplomatic communique comes as the U.S. goes through the process to quit the Paris Agreement for the second time. In 2017, Trump waited weeks to initiate the exit, and the protocol completed around the time of the 2020 election. That allowed then-President-elect Joe Biden to signal his plans to rejoin immediately, rendering the American withdrawal a brief hiccup. This time, however, the rules allow the U.S. to leave in about a year, and Trump started the process on his first day in office.

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  • 3. Trump elevates minerals adviser National Security Council

    Just over a week after the Pentagon made a landmark investment in the United States’ only rare earths mine, President Donald Trump elevated his minerals adviser to the Nation Security Council. While the Trump administration did not confirm what Copley’s new position would entail, an industry source told E&E News the job change was a promotion for the military veteran and former mining executive, who would now serve as “both the White House mineral and supply chain czar.”

    The move comes as China has sought to leverage its grip over global supplies of minerals such as rare earth metals and graphite by tightening export restrictions. While Trump’s military investment into California rare earth producer MP Materials may mirror China’s strategy of government funding for critical materials, Beijing has another thing going for it: Strong demand from electric vehicles. Therein lies what Heatmap’s Matthew Zeitlin recently called the “paradox” of Trump’s mineral policy: He’s making it easier to mine but eliminating the demand pull of electric vehicles and wind turbines.

    4. Google bets big on a CO2 battery startup

    Google has invested in small modular reactors, nuclear fusion, and even old-fashioned hydropower to shore up a steady supply of electricity for its reactors. This morning, the tech giant announced a strategic investment into carbon dioxide batteries, as I reported earlier today over at Latitude Media. The startup Energy Dome houses its technology in white, inflatable shelters similar to what you see over the courts at professional tennis tournaments. But inside is equipment that compresses and liquefies CO2, stores it in carbon steel tanks, then turns the liquid back into pressurized gas when energy is needed. Once reheated, the carbon dioxide is pumped through turbines to generate electricity for up to 24 hours at a time.

    Headquartered in Milan, Energy Dome already had a deal for pilot plants in Wisconsin, Sardinia, and India, about eight hours west of Hyderabad. But Google said it plans to deploy the technology across the U.S., Europe, and Asia.

    5. Maine races to fast-track clean energy before tax credits expire

    Maine is speeding up approvals for nearly 1,600 gigawatt-hours of renewable energy to make sure projects can tap into federal tax credits before the Trump administration cracks down, Canary Media's Sarah Shemkus reported. State regulators gave developers a July 25 deadline to take part in the fast-tracking program. The state is seeking enough bids to meet about 13% of its annual electricity demand. The program will give preference to projects sited on property where water or soil is contaminated by toxic PFAS, the cancer-causing substances known as “forever chemicals.”

    Not all states are as welcoming of renewables. In Ohio, as Heatmap’s Jael Holzman reported yesterday, 26 out of 88 counties have “established restricted areas where wind or solar are prohibited.” The key to getting around local opposition is early community outreach and building a base of support for a project.

    THE KICKER

    Consider the lobster, but listen to the shrimp. A new study in the journal Royal Society Open Science found that listening to the high-frequency sounds snapping shrimp produce “can be used as a real indicator of coral resilience,” Xavier Raick, postdoctoral fellow in bioacoustics at the Cornell Lab of Ornithology, said in a press release. “Snapping shrimp’s abundance is a mirror of coral cover. So if you have more corals, especially very big colonies, you have more snapping shrimps, and then you can use their sound as a proxy for the reef, structure, and health.”

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    Hotspots

    Texas Is the Eye of the Bipartisan Data Center Hurricane

    And more of this week’s biggest news around project fights.

    The United States.
    Heatmap Illustration/Getty Images

    1. Matagorda County, Texas – The bipartisan data center backlash is now so powerful that a top Republican Texas state official is doing an event with the Democrat vying to replace him.

    • On Thursday afternoon, outgoing Republican agriculture commissioner Sid Miller and Democratic candidate Clayton Tucker are marqueeing a forum hosted by Matagorda County Against Data Centers, an opposition group that appears to also monitor solar and battery storage for potential opposition, too. Miller is leaving his post at the end of the year after being defeated in a GOP primary by Nate Sheets, who was supported by Gov. Greg Abbott.
    • This bipartisan forum will take place after Abbott himself called for new laws and regulations on data centers in a letter to Texas Public Utility Commission Chair Thomas Gleeson and ERCOT CEO Pablo Vegas. Abbott said he’d push to require data centers to pay costs for electric infrastructure and use “water-efficient technologies such as closed-loop cooling systems.” Also on the to-do list? Mandatory property setbacks and noise reduction.
    • It’s becoming clear the frustrations against AI infrastructure and associated energy projects are starting to boil without a vent. The first county to issue a data center moratorium in Texas has withdrawn the effort after facing a $100 million lawsuit from a developer, and other counties are delaying future moratoria on fears of legal risks. Where will all of this frustration go without the option to pause development locally?
    • We’re starting to see Texas legislators seek to channel this anger. Last week, Rep. Veronica Escobar – a Democrat who represents the dry, data center-anxious city of El Paso – offered an amendment in a House committee to block funding for the EPA’s new data center construction rules. The amendment failed but I’d hardly be surprised to see this sort of rider gain traction if Democrats retake the lower chamber, especially if data centers are a major election issue.

    2. Albany County, New York – As we await Gov. Kathy Hochul’s decision on whether to enact the nation’s first statewide moratorium on data centers, I wanted to bring up some pretty crucial facts about the situation in the Empire State.

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    Q&A

    One Investor’s Climate ‘Realism’ In the Data Center Era

    A conversation with Craig Lawrence of Energy Transition Ventures

    The Q&A subject.
    Heatmap Illustration

    This week’s conversation is one of my favorites so far – Craig Lawrence of Energy Transition Ventures. Lawrence has been around the block and back again when it comes to the cleantech investment landscape. So I took note when he got into a brief back-and-forth with an activist fighting data centers in Indiana who claimed there were “so many clean energy people who no longer care about climate change” because they “now support fossil fuel data centers if some nominal amount is met with clean energy.”

    Lawrence replied, “Some of us are simply realists.”

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    Climate Tech

    These 8 Executives Told Us What It’s Like Working for Elon Musk

    As SPCX hits the Nasdaq, here’s some more from our Musk Mafia survey.

    Elon Musk.
    Heatmap Illustration/Getty Images

    Hopefully by now you’ve read our comprehensive look at Elon Musk’s “climate tech mafia” — a coterie of founders and executives running clean energy and decarbonization companies who jumpstarted their careers at Tesla and SpaceX. But, to quote another hardware executive, we have one more thing.

    The backbone of this story was responses to a questionnaire we sent the executives and founders on our list, and we got more great responses than we were able to put in the story, so we wanted to share some of the most insightful and surprising answers they gave us here.

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