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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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    AM Briefing

    UN Gets Critical

    On Alaskan drilling, EPA cuts, and Eavor’s progress

    A lithium mine.
    Heatmap Illustration/Getty Images

    Current conditions: Unseasonable warmth of up to 20 degrees Fahrenheit above average is set to spread across the Central United States, with the potential to set records • Scattered snow showers from water off the Great Lakes are expected to dump up to 18 inches on parts of northern New England • As winter dawns, Israel is facing summertime-like temperatures of nearly 90 degrees this week.


    THE TOP FIVE

    1. Trump opens half of an untouched Alaska reserve to drilling

    The Department of the Interior finalized a rule last week opening up roughly half of the largely untouched National Petroleum Reserve-Alaska to oil and gas drilling. The regulatory change overturns a Biden-era measure blocking oil and gas drilling on 11 million acres of the nation’s largest swath of public land, as my predecessor in anchoring this newsletter, Heatmap’s Jeva Lange, wrote in June. The Trump administration vowed to “unleash” energy production in Alaska by opening the 23 million-acre reserve, as well as nearby Arctic National Wildlife Refuge, to exploration. By rescinding the Biden-era restrictions, “we are following the direction set by President Trump to unlock Alaska’s energy potential, create jobs for North Slope communities, and strengthen American energy security,” Secretary of the Interior Doug Burgum said in a statement, according to E&E News. In a post on X, Alaska Governor Mike Dunleavy, a Republican, called the move “yet another step in the right direction for Alaska and American energy dominance.”

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    Green
    Energy

    Trump Wants to Prop Up Coal Plants. They Keep Breaking Down.

    According to a new analysis shared exclusively with Heatmap, coal’s equipment-related outage rate is about twice as high as wind’s.

    Donald Trump as Sisyphus.
    Heatmap Illustration/Getty Images

    The Trump administration wants “beautiful clean coal” to return to its place of pride on the electric grid because, it says, wind and solar are just too unreliable. “If we want to keep the lights on and prevent blackouts from happening, then we need to keep our coal plants running. Affordable, reliable and secure energy sources are common sense,” Energy Secretary Chris Wright said on X in July, in what has become a steady drumbeat from the administration that has sought to subsidize coal and put a regulatory straitjacket around solar and (especially) wind.

    This has meant real money spent in support of existing coal plants. The administration’s emergency order to keep Michigan’s J.H. Campbell coal plant open (“to secure grid reliability”), for example, has cost ratepayers served by Michigan utility Consumers Energy some $80 million all on its own.

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    Blue
    Spotlight

    The New Transmission Line Pitting Trump’s Rural Fans Against His Big Tech Allies

    Rural Marylanders have asked for the president’s help to oppose the data center-related development — but so far they haven’t gotten it.

    Donald Trump, Maryland, and Virginia.
    Heatmap Illustration/Getty Images

    A transmission line in Maryland is pitting rural conservatives against Big Tech in a way that highlights the growing political sensitivities of the data center backlash. Opponents of the project want President Trump to intervene, but they’re worried he’ll ignore them — or even side with the data center developers.

    The Piedmont Reliability Project would connect the Peach Bottom nuclear plant in southern Pennsylvania to electricity customers in northern Virginia, i.e.data centers, most likely. To get from A to B, the power line would have to criss-cross agricultural lands between Baltimore, Maryland and the Washington D.C. area.

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