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Inside episode nine of Shift Key.

Radia is a $1 billion climate tech startup with an unusual pitch: It is trying to build the world’s largest airplane. Its proposed aircraft, the Radia Wind Runner, would be as long as a football field, nearly as wide as a New York city block, and capable of carrying 12 times the volume of a Boeing 747. Such a plane could ferry massive wind-turbine blades, unlocking what the company calls “gigawind” — the ability to build offshore-sized wind turbines on land.
Why is that important? Because the larger the wind turbine, the more electricity that it generates — and the less wind it needs to work with. Radia says that its “gigawind” farms could profitably go into places with slower wind speeds, such as the Northeast or Mississippi Delta. They could also be built in the existing Wind Belt, potentially doubling current output.
In this week’s episode, Rob and Jesse talk to Radia’s chief executive officer, Mark Lundstrom. (Jesse’s consulting firm did some research for Radia while it was in stealth mode, in 2020 and 2023.) We discuss why the world needs a bigger plane, how such a new aircraft gets licensed, and why massive wind turbines could be such a big deal for renewable electricity. Shift Key is hosted by Robinson Meyer, executive editor of Heatmap, and Jesse Jenkins, a Princeton professor of energy systems engineering.
Subscribe to “Shift Key” and find this episode on Apple Podcasts, Spotify, Amazon, or wherever you get your podcasts.
You can also add the show’s RSS feed to your podcast app to follow us directly.
Here is an excerpt from our conversation:
Jesse Jenkins: I’m here in the mechanical and aerospace engineering department at Princeton, so we’ve got a lot of students excited about new aerospace applications. I have a six-year-old kid, as well, and he’s also excited about anything that goes fast and is big, so I’m sure he’ll get excited about the eventual Lego kit for the WindRunner that we’ll have to get out in the world. But talk through the size of this aircraft compared to, say, something we’re used to, like a 737 or more conventional aircraft.
Mark Lundstrom: Sure. So before understanding the size, one has to understand the fundamental mission requirements. And so the goal, Radia’s goal is to be able to move up to a 105 meter long object that could weigh up to 75 tons. Now we can also move multiple smaller blades, so two 95s, or three 85s, or four 75s. So the vehicle is quite versatile.
In terms of sheer size, it’s about 12 times the volume of a 747. So it’s very, very large compared to the 747. It’s about nine times the volume of the Antonovs. And yet what's very different about it —
Jenkins: And the Antonov, that’s the largest plane built to date, right?
Lundstrom: Yes, the largest volumetric plane right now. There’s about 14 or 15 of them left in the world, usually Russian or Ukrainian operated.
Robinson Meyer: I was going to say, I remember the biggest plane in the world being destroyed right at the beginning of the Ukraine War and was wondering how that compared to the to the WindRunner vehicle.
Lundstrom: So the Antonov 225, there was one of them. WindRunner is six times bigger in volume than that airplane was, and it’s nine times bigger in volume than the remaining Antonov 124s that are still out there. And so, and what’s additionally unusual about it, in addition to the size, is its ability to land on dirt.
Meyer: Wow.
Lundstrom: Things like Antonovs, 747s, etc., they need to land on about 9,000 feet of steel reinforced concrete, typically. And we designed the WindRunners so we could land on relatively short dirt strips, so just over a mile of a semi-prepared field. And that allows us to bring the payload into a wind farm, and be able to get a very large aircraft out of the wind farm. It’s probably the first time that an aircraft has been designed to optimize around volume, as opposed to mass.
Usually when an aircraft design team starts off, they’ll start off thinking about how much mass has to be moved. We really started off thinking about how much volume has to be moved. So there are aircraft that move larger mass than the WindRunner. There’s absolutely no aircraft that comes close to moving larger volumes and being able to land that volume on a relatively short dirt strip.
This episode of Shift Key is sponsored by…
Advanced Energy United educates, engages, and advocates for policies that allow our member companies to compete to power our economy with 100% clean energy, working with decision makers and energy market regulators to achieve this goal. Together, we are united in our mission to accelerate the transition to 100% clean energy in America. Learn more at advancedenergyunited.org/heatmap
KORE Power provides the commercial, industrial, and utility markets with functional solutions that advance the clean energy transition worldwide. KORE Power's technology and manufacturing capabilities provide direct access to next generation battery cells, energy storage systems that scale to grid+, EV power & infrastructure, and intuitive asset management to unlock energy strategies across a myriad of applications. Explore more at korepower.com.
Music for Shift Key is by Adam Kromelow.
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On bring-your-own-power, Trump’s illegal energy cuts, and New York’s nuclear bonanza
Current conditions: Temperatures in Buffalo, New York, are set to plunge by 40 degrees Fahrenheit • Snow could hit the Mid-Atlantic and Northeast as early as midweek • A cold snap in northern India is thickening fog in the region.
In a post on Truth Social last night, President Donald Trump said he’s “working with major American Technology Companies to secure their commitment to the American People” and shift the burden of financing the data center buildout away from ordinary consumers. “First up is Microsoft, who my team has been working with, and which will make major changes beginning this week to ensure that Americans don’t ‘pick up the tab’ for their POWER consumption, in the form of paying higher utility bills.” He said more announcements were coming in the weeks ahead. While “Data Centers are key to that boom, and keeping Americans FREE and SECURE,” he said “Companies who build them must ‘pay their own way.’”
Hours earlier, Meta CEO Mark Zuckerberg set the stage for a similar announcement when he posted on Threads that the company was establishing a new “top-level initiative” aimed at building “tens of gigawatts” of power for the Facebook owner’s data centers.
A federal judge has overturned President Donald Trump’s latest attempt to kill New England’s Revolution Wind project. On Monday evening, the U.S. District Court for the District of Columbia granted a preliminary injunction suspending the Trump administration’s order halting construction on the nearly complete joint venture from Danish wind giant Orsted and Global Infrastructure Partners’ Skyborn Renewables. The decision allows construction to restart immediately while the underlying lawsuit challenging multiple attempts by the Department of the Interior to yank its permits continues in court. In a statement, Orsted said it would resume construction as soon as possible. “Today’s ruling is a decisive win for energy reliability and the hundreds of thousands of families counting on Revolution Wind,” Kat Burnham, the industry group Advanced Energy United’s senior principal and New England policy lead, said in a statement. “The court rightly saw through a politically motivated stop-work order that would have caused real harm: driving up costs, delaying power for Rhode Island and Connecticut, and putting good-paying jobs at risk. It’s good news for workers, ratepayers, and anyone who recognizes the need for a fair energy market.” To glean some insights into how the White House’s most recent effort fell short, it’s worth reviewing my colleague Jael Holzman’s coverage of the last failure and this time.
The Environmental Protection Agency is scrapping the decades-long practice of calculating the health benefits of reducing air pollution by estimating the cost of avoided asthma attacks and premature deaths to justify clean-air rules. Citing internal documents, The New York Times reported Monday that the Trump administration plans to stop tallying the health benefits from curbing two of the most widespread, deadly pollutants: fine particulate matter and ozone. The newspaper called the move “a seismic shift that runs counter to the EPA’s mission statement.” The overhaul could make slashing limits on pollution from coal-burning plants, oil refineries, and steel mills easier. It’s part of a broader overhaul of the EPA’s regulatory system to disregard the scientific realities that few, if any, credible scientists challenged before. As Heatmap’s Emily Pontecorvo asked in July when the agency dispensed with the idea that carbon emissions are dangerous, “what comes next?”
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A federal judge ruled Monday that the Trump administration’s decision to slash $8 billion in energy grants to recipients in mostly Democratic-led states was illegal. In his decision, Amit Mehta, whom Obama appointed to the bench of the U.S. District Court for the District of Columbia, wrote that the “terminated grants had one glaring commonality: all the awardees (but one) were based in states whose majority of citizens casting votes did not support President Trump in the 2024 election.” The ruling called on the Department of Energy to reverse its decision to rescind all awards mentioned in the case. The case only covered seven grants, leaving funding for more than 200 other projects up in the air. But as NOTUS noted, the Energy Department’s internal watchdog announced an audit into the cancellations last month.

New York Governor Kathy Hochul positioned herself as one of the most ambitious Democratic governors on nuclear power last summer when, as Heatmap’s Mattew Zeitlin covered at the time, she directed the state-owned New York Power Authority to facilitate construction of at least a gigawatt of new atomic power reactors by 2040. Last week, as we covered here, her administration unveiled 23 potential commercial partners, including Bill Gates’ TerraPower and the utility NextEra, and eight possible communities in which to site the state’s next nuclear plant. Now the governor’s office has told the Syracuse Post-Standard that the administration aims to up the goal from 1 gigawatt to 5 gigawatts of new reactors.
The move comes as Hochul prepares to announce another initiative Tuesday to force data centers to pay for their own energy needs. Piggybacking off Trump’s push, the effort will require “that projects driving exceptional demand without exceptional job creation or other benefits cover the costs they create – through charges or supplying their own power,” according to Axios.
Brazil and Argentina are South America’s only two countries with commercial nuclear power. Despite having governments on opposite sides of the continent’s political divide, the two nations are collaborating on maritime nuclear, using small modular reactors to power ships or produce power from floating plants. “The energy transition process we are experiencing guides us to work together to evolve nuclear regulations and their necessary harmonization, with a view to the use of nuclear reactors on board ships worldwide and, especially, in our jurisdictional waters,” Petronio Augusto Siqueira De Aguiar, the Brazilian admiral from the Naval Secretariat for Nuclear Safety and Quality, said in a statement.
A federal court has once again allowed Orsted to resume construction on its offshore wind project.
A federal court struck down the Trump administration’s three-month stop work order on Orsted’s Revolution offshore wind farm, once again allowing construction to resume (for the second time).
Explaining his ruling from the bench Monday, U.S. District Judge Royce Lamberth said that project developer Orsted — and the states of Rhode Island and Connecticut, which filed their own suit in support of the company — were “likely” to win on the merits of their lawsuit that the stop work order violated the Administrative Procedures Act. Lamberth said that the Trump administration’s stop work order, issued just before Christmas, amounted to a change in administration position without adequate justification. The justice said he was not sure the emergency being described by the government exists, and that the “stated national security reason may have been pretextual.”
This case was life or death for Revolution Wind. If the stop work order had not been enjoined, Orsted told the court it may not have been able to secure proper vessels for at-sea construction for long enough to complete the project on schedule. This would have a domino effect, threatening Orsted’s ability to meet deadlines in signed power agreements with Rhode Island and Connecticut and therefore threatening wholesale cancellation of the project.
Undergirding this ruling was a quandary Orsted pointed out to the justice: The government issued the stop work order claiming it was intended to mitigate national security concerns but refused to share specifics of the basis for the stop work order with the developer. At the Monday hearing on the injunction in Washington, D.C., Revolution Wind’s legal team pointed to a key quote in a filing submitted by the Justice Department from Interior Deputy Assistant Secretary Jacob Tyner, saying that the Bureau of Ocean Energy Management, the federal offshore energy regulator, was “not aware” of whether the national security risks could ever be mitigated, “and, if they can, whether the developers would find the proposed mitigation measures acceptable.”
This was the first positive outcome in what are multiple legal battles against the Christmas stop work orders against offshore wind projects. As I reported last week, two other developers filed individual suits alongside Orsted against their respective pauses: Dominion Energy in support of the Coastal Virginia offshore project, and Equinor over Empire Wind.
I expect what happened in the Revolution Wind case to be the beginning of a trend, as a cursory examination of the filings in those cases indicate similar contradictions to those that led to Revolution winning out. We’ll find out soon: The hearing on Empire’s stop work order is scheduled for Wednesday and Coastal Virginia on Friday.
A Heatmap Pro review of public records shows that 25 data centers were scrubbed last year after local pushback — four times as many as 2024.
President Trump has staked his administration’s success on America’s ongoing artificial intelligence boom. More than $500 billion may be spent this year to dot the landscape with new data centers, power plants, and other grid equipment needed to sustain the explosively growing sector, according to Goldman Sachs.
There’s just one problem: Many Americans seem to be turning against the buildout. Across the country, scores of communities — including some of the same rural and exurban areas that have rebelled against new wind and solar farms — are blocking proposed data centers from getting built or banning them outright.
At least 25 data center projects were canceled last year following local opposition in the United States, according to a review of press accounts, public records, and project announcements conducted by Heatmap Pro. Those canceled projects accounted for at least 4.7 gigawatts of electricity demand — a meaningful share of the overall data center capacity projected to come online in the coming years.
Those cancellations reflect a sharp increase over recent years, when local backlash rarely played a role in project cancellations, according to Heatmap’s review.
The surge reflects the public’s growing awareness — and increasing skepticism — of the large-scale fixed investment that must be kept up to power the AI economy. It also shows the challenge faced by utilities and grid planners as they try to forecast how the fast-growing sector will shape power demand.
The number of cancellations is likely to grow in the year to come. At least 99 data center projects nationwide are now being contested by local activists or residents, according to a Heatmap review of local news stories and public records, out of about 770 planned data centers across the country, according to Data Center Map. Another 200 or so proposed projects are already under construction.
About 40% of data centers that face sustained local opposition are eventually canceled, Heatmap’s review suggests.
These numbers have not been previously reported. Over the past seven months, researchers at our intelligence platform Heatmap Pro have conducted a comprehensive national survey of local opposition to data center construction. Researchers have monitored local media and called every U.S. county to tally recent data center cancellations and any local restrictions or bans on data center construction.
This data is normally available to companies and individuals who subscribe to Heatmap Pro. In this story, we are making a high-level summary available to the public for the first time.
The number of cancellations seems to be increasing more quickly than other measurements of data center growth. The amount of electricity used by data centers nationwide grew by about 22% last year, according to a recent report from S&P Global, and aggressive estimates suggest that the sector’s power use will double or even triple over the next 10 years. Yet data center cancellations due to local opposition have quadrupled in just the past 12 months.
“Those numbers don’t totally surprise me,” Peter Freed, a founding partner at the Near Horizon Group and the former director of energy strategy at Meta, told me. “This is what projects falling out of the development pipeline looks like.” He expects only about 10% of data center projects that are now being planned or developed to turn into finished projects, he added.
“I also think that the pace of canceled projects will increase, matching the acceleration in new project announcements we saw through the balance of last year,” he added.
The pace of cancellations has already grown rapidly in the past six months. Only two data centers were canceled following sustained local protest in 2023, according to Heatmap data, and six were canceled in 2024. But as electricity inflation surged and the AI boom became the biggest story in the economy, Americans took notice of what was happening on vacant land nearby. Of the 25 data center projects canceled due to local opposition last year, 21 were terminated in the second half of 2025.
Environmental and quality-of-life concerns overwhelmingly drive Americans’ opposition to data centers. Water use is the No. 1 reason cited in press accounts for local opposition to a proposed project, and is mentioned for more than 40% of contested projects, according to our review. (Some experts now dispute that data centers are unusually large water consumers, especially compared to golf courses or farms.)
The next most-cited concerns among opponents are about energy consumption and higher electricity prices, followed by worries about noise.
“Affordability is the first, second, and third issue — at least that’s what I’m hearing,” Freed said of his conversations with developers. “I also fundamentally believe that there are lots of good existing ways and creative new ways to make sure we’re insulating people from costs, but the industry has not done a very good job of telling that story.”
Many technology companies, such as Amazon, now argue that their data centers affirmatively help keep a lid on local power prices. Even so, politicians from both parties — including Energy Secretary Chris Wright — have suggested changing grid rules or requiring tech companies to “bring their own power” to reduce the AI boom’s costs to existing utility ratepayers.
Data center cancellations aren’t evenly spread out across the country. Texas is a hotspot for new data center proposals, and more than 150 gigawatts of data centers have asked to hook up to its grid. But we recorded zero cancellations due to local opposition in the Lone Star State. That’s probably because it’s difficult for residents to cancel any project in Texas, which has no state-level zoning rules.
Most cancellations were located in PJM Interconnection, the country’s largest electricity grid, which spans the Mid-Atlantic and upper Midwest. Virginia — a longstanding locus of data center development — tied with Indiana for the most cancellations due to local opposition. Each saw eight cancellations, including a proposed 600-megawatt facility northeast of Indianapolis. Just last week, local opposition killed yet another planned data center project southeast of Indiana’s capitol.
The overwhelming majority of cancellations came in states that President Trump won in the 2024 election — and often in the very suburban and exurban areas that fueled his victory. Trump won Oldham County, Kentucky, by more than 20 points in 2024. That didn’t help an effort to build a new 600-megawatt AI data center there last year. The project was dropped in July by its developer Western Hospitality Partners, who had once described it as the state’s largest economic development project.
The rising local resistance to data center development may suggest an early victory for the left flank of the environmental movement, which has opposed the expansion of virtually all AI infrastructure. Last month, Greenpeace USA, Friends of the Earth, and Food and Water Watch called for a national moratorium on all new data center construction.
“The rapid, largely unregulated rise of data centers to fuel the AI and crypto frenzy is disrupting communities across the country and threatening Americans’ economic, environmental, climate and water security,” the groups wrote in a letter to lawmakers.
But in many communities, resistance to data centers has come from a more unlikely alliance of environmentalists and anti-renewable energy advocates, Heatmap’s review has found. The same set of concerns people mention about wind farms or solar and battery projects — that they will bring more noise, threaten local farms, and change a community’s rural character — also appear in press reports about why residents oppose data centers.
AI advocates expect that these concerns will continue to spread as the footprint of data centers expands around the country. “Inevitably, as the main electricity arteries of the country get congested and the low-hanging fruit are picked, the projects that are being proposed will expand geographically,” Daniel King, a fellow who studies energy and AI at the Foundation for American Innovation, a center-right think tank, told me. “I expect us to see the obstructions and failed projects spread geographically as well.”
He said developers have been increasingly worried about the rise of cancellations due to local opposition, but that Heatmap’s review suggested to him the problem might not be as bad as he once feared.
Still, “the trend is a concerning one,” he said. Many counties have moved from blocking individual governments to considering bans on new data center construction, he said — another move borrowed from the anti-renewable playbook. That could be “potentially harmful” to the potential for economic development in those areas, he said.