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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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    Q&A

    Is the Left Making a ‘Massive Strategic Blunder’ on Data Centers?

    A conversation with Holly Jean Buck, author of a buzzy story about Bernie Sanders’ proposal for a national data center moratorium.

    Holly Jean Buck.
    Heatmap Illustration

    This week’s conversation is with Holly Jean Buck, an associate professor at the University of Buffalo and former official in the Energy Department’s Office of Fossil Energy and Carbon Management. Buck got into the thicket of the data center siting debate this past week after authoring a polemic epistemology of sorts in Jacobin arguing against a national data center ban. In the piece, she called a moratorium on AI data centers “a massive strategic blunder for the left, and we should think through the global justice implications and follow-on effects.” It argued that environmental and climate activists would be better suited not courting a left-right coalition that doesn’t seem to have shared goals in the long term.

    Her article was praised by more Abundance-leaning thinkers like Matthew Yglesias and pilloried by some of the more influential people in the anti-data center organizing space, such as Ben Inskeep of Citizens Action Coalition of Indiana. So I wanted to chat with her about the discourse around her piece. She humbly obliged.

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    AM Briefing

    Belgian Nuclear Waffling

    On Texas solar, Total’s deal, and Rivian’s revving

    A Belgian nuclear plant.
    Heatmap Illustration/Getty Images

    Current conditions: The storms soaking the American South with as much as 10 inches of rain are tamping down the region’s wildfire risk • Cavite, the Philippine port city on a peninsula at the southern lip of Manila Bay, is facing its eighth straight day of temperatures nearing 110 degrees Fahrenheit • North Korean state media just issued a warning of a “severe” and “unusual” drought, killing off crops and threatening food shortages in the infamously famine-afflicted hermit kingdom.

    THE TOP FIVE

    1. Belgium cancels its nuclear phaseout and prepares to nationalize its reactors


    A view of the Tihange 2 nuclear reactor, which permanently shut down in 2023. Dursun Aydemir/Anadolu Agency via Getty Images

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    Podcast

    Some Great News About the Global Electricity System

    Rob chats with Ember’s Nicholas Fulghum about the think tank’s newest report.

    Earth.
    Heatmap Illustration/Getty Images

    Here’s some good news: Clean power met all electricity demand growth last year for the first time since the COVID-19 pandemic. That’s according to a new report on global electricity trends from Ember, a U.K. think tank that tracks energy data from around the world. The new review suggests that solar and batteries are continuing to remake the global power system — and outcompeting gas and coal in some of the world’s fastest growing economies.

    On this week’s episode of Shift Key, Rob is joined by Nicholas Fulghum, the lead author of Ember’s new report and an energy and climate data analyst at the think tank. They discuss why solar keeps breaking records, whether India’s energy development trajectory has changed, and how the Iran War could change this year’s numbers.

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