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A firestorm over stoves couldn't stop these states from reining in gas.

One of the biggest climate stories of the year — the first, and perhaps only, to go viral — didn’t so much draw attention to the warming planet as it did to the dangers of using fossil fuels.
During the second week of January, Bloomberg reported that a federal safety agency would “consider a ban on gas stoves amid health fears.” Though the headline was somewhat misleading — the commission was investigating the risks of cooking with gas, but a ban was not immediately forthcoming — the article invited swift backlash.
The next day, the Wall Street Journal editorial board published an op-ed warning readers that “Biden is coming for your gas stove.” Conservative politicians expressed their undying loyalty to the appliance. “If the maniacs in the White House come for my stove, they can pry it from my cold dead hands. COME AND TAKE IT!!,” Ronny Jackson, a Republican congressman from Texas, posted on Twitter. Governor Ron DeSantis of Florida designed aprons bearing an illustration of a gas stove that said “Don’t Tread on Florida.” Democratic Senator Joe Manchin of West Virginia also piled on, tweeting, “I can tell you the last thing that would ever leave my house is the gas stove that we cook on.” House Republicans eventually passed a bill called the Gas Stove Protection and Freedom Act.
Meanwhile, everyday Americans were trying to make sense of the news that their gas stoves could be harming them. Every major media outlet ran stories on the risks of cooking with gas and how to minimize them. “How bad is it actually?,” friends started asking me over drinks.
It’s not good. Burning natural gas releases nitrogen dioxide, a pollutant that contributes to respiratory illnesses like asthma. Concentrations from cooking can often exceed government standards for outdoor air quality. Proper ventilation with a range hood can reduce your exposure. But it won’t do anything about the effects gas has on the climate.
About 13% of U.S. emissions come from the fuels burned in buildings. Stoves may be a small part of that, but officials in some of the most climate-forward cities and states have been grappling with reducing the use of all fossil fuel-burning appliances in buildings for a number of years now. In February, the Building Decarbonization Coalition reported that 98 municipalities and four states — California, Washington, Maryland, and Colorado — had adopted policies promoting a switch to electric appliances. When the gas stove hysteria erupted, one in five Americans was already living under laws that encouraged or required landlords and developers to eschew gas.
A lot has happened in the months since, and not every state is swimming in the same direction on the issue. But in 2023, policymakers took big leaps toward a future without gas in buildings in three key ways:
There’s no blueprint for how to decommission thousands of miles of gas pipelines and retrofit millions of homes with electric appliances in a systematic, let alone equitable way. As a start, policymakers have generally followed the Law of Holes, as in, the first step is to stop digging — or in this case, stop growing demand for gas.
In 2019, the city of Berkeley, California, led the way, passing the first ordinance in the country to prohibit gas hookups in new buildings, and dozens of other cities followed. This year, New York became the first state to enact such a policy. The law requires all new buildings that are smaller than seven stories to be fully electric beginning in 2026, and applies to taller buildings in 2029.
“I think it’s huge that a state is doing it, not only because New York is a big-impact state,” Sarah Fox, an associate law professor at Northern Illinois University School of Law, told CNN at the time. It’s no longer “fringe cities passing these policies,” she said. “This is becoming a mainstream policy that a state like New York is taking on.”
However, this year also saw a continuation of Republican-led states taking the opposite tack. Montana, North Dakota, South Dakota, and Idaho joined a list of 24 states that have passed laws prohibiting municipalities from setting these kinds of restrictions on gas in buildings. By my estimation, using 2022 population data from the U.S. Census Bureau, that means two in five Americans live in states with such preemption laws.
Berkeley’s gas ban was also struck down by a federal appeals court, and the city is now fighting for a rehearing. That decision led to some uncertainty, but no loss of momentum. In Washington, where regulators created a de facto ban on gas in new construction through the building code last year, officials recently amended the code to safeguard it against legal challenges.
Utilities typically spend hundreds of millions of dollars each year maintaining, replacing, and building new pipes — funds they expect to recover from ratepayers over the course of decades.
This year, in a few states with strong emission reduction laws that imply heating will have to be electrified in the next few decades, regulators started to scrutinize these investments more. In Illinois, for example, the Commerce Commission ordered People’s Gas, which serves the Chicago area, to pause its pipe replacement program, rejecting the company’s request to hike rates to fund it.
“This program was deeply flawed,” Abe Scarr, state director of the Public Interest Research Group in Illinois, told me. It was supposed to address the real problem of risky iron pipes, but it had been mismanaged and over-budget for years, he said. At the current rate, the company won’t be done until 2049, “right around the time that a lot of us think we should be stopping to use the gas system.”
The commission ordered an investigation into the program. It also initiated a new “Future of Gas” proceeding for all utilities in the state to determine how to align the sector with Illinois’ clean energy goals. “As the State embarks on a journey toward a 100 percent clean energy economy, the gas system’s operations will not continue to exist in its current form,” said Illinois Commerce Commission Chairman Doug Scott in a press release.
Meanwhile, regulators in Massachusetts were wrapping up their own “Future of Gas” proceeding that had kicked off in 2020. In early December, the state’s Department of Public Utilities issued a final order declaring, among many other things, that it will no longer allow companies to recover costs for gas infrastructure without showing that alternatives, like helping customers electrify, were considered. Regulators also rejected the utilities’ preferred path to reducing emissions — switching to lower-carbon fuels like renewable natural gas and hydrogen — as not yet proven. Unless and until the evidence changes, any money the companies spend investigating these solutions will have to be covered by shareholders, not ratepayers.
Also this year, Massachusetts began testing one potentially more systematic pathway to transition off gas. Eversource, a utility there, broke ground on a first-of-its-kind project to switch an entire neighborhood to “networked geothermal,” a form of electric heating that draws on the steady temperature of the ground beneath the earth’s surface to heat and cool buildings.
In many states, it’s standard practice for utilities to bake the cost of political activities like lobbying, advertising, and trade association memberships into customers’ gas and electric rates. These activities often amount to efforts to slow down the clean energy transition — for example, an investigation published this year found that the American Gas Association has fought to stifle warnings about the risks of gas stoves for decades.
“[Utilities] are conscripting their customers into an unknowing army of millions of small-dollar donors to prolong the era of dirty energy,” David Pomerantz, executive director of the nonprofit Energy and Policy Institute, wrote in The New York Times earlier this year.
But now Maine, Colorado, and Connecticut, have all outlawed the practice; if utilities in those states want to spend money on lobbying or trade groups, they’ll have to pay for it out of their own profits. Massachusetts regulators took a similar step, banning gas companies from charging customers for any marketing related to the promotion of natural gas.
I asked Mike Henchen, a principal at the clean energy think tank RMI who follows gas utility regulation around the country, what the next wave of action on the issue might look like.
He said he expects progress to continue next year, with states rolling out rebates for heat pumps with money from the Inflation Reduction Act. Some, like New Jersey and Maryland may follow the playbooks written by first movers like New York and Massachusetts, and those leading states could continue to break new ground. One of the next fronts, he said, is removing the gas industry’s “obligation to serve,” a rule written into most state laws that gives customers the right to demand gas service. That means that even if there’s a strong economic argument to electrify a city block rather than replace a risky pipeline, one resident’s refusal could sink the whole project.
On the bright side, some utilities are starting to talk more openly about needing to reduce the amount of natural gas they sell to customers, Henchen told me. But midway through sharing this thought, he stopped to laugh. “I laugh, because it seems like it should be more obvious that that is the case.”
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The fourth-generation gas-cooled reactor company ZettaJoule is setting up shop at an unnamed university.
The appeal of next-generation nuclear technology is simple. Unlike the vast majority of existing reactors that use water, so-called fourth-generation units use coolants such as molten salt, liquid metal, or gases that can withstand intense heat such as helium. That allows the machines to reach and maintain the high temperatures necessary to decarbonize industrial processes, which currently only fossil fuels are able to reach.
But the execution requirements of these advanced reactors are complex, making skepticism easy to understand. While the U.S., Germany, and other countries experimented with fourth-generation reactors in earlier decades, there is only one commercial unit in operation today. That’s in China, arguably the leader in advanced nuclear, which hooked up a demonstration model of a high-temperature gas-cooled reactor to its grid two years ago, and just approved building another project in September.
Then there’s Japan, which has been operating its own high-temperature gas-cooled reactor for 27 years at a government research site in Ibaraki Prefecture, about 90 minutes north of Tokyo by train. Unlike China’s design, it’s not a commercial power reactor. Also unlike China’s design, it’s coming to America.
Heatmap has learned that ZettaJoule, an American-Japanese startup led by engineers who worked on that reactor, is now coming out of stealth and laying plans to build its first plant in Texas.
For months, the company has quietly staffed up its team of American and Japanese executives, including a former U.S. Nuclear Regulatory Commission official and a high-ranking ex-administrator from the industrial giant Mitsubishi. It’s now preparing to decamp from its initial home base in Rockville, Maryland, to the Lone Star State as it prepares to announce its debut project at an as-yet-unnamed university in Texas.
“We haven’t built a nuclear reactor in many, many decades, so you have only a handful of people who experienced the full cycle from design to operations,” Mitsuo Shimofuji, ZettaJoule’s chief executive, told me. “We need to complete this before they retire.”
That’s where the company sees its advantage over rivals in the race to build the West’s first commercial high-temperature gas reactor, such as Amazon-backed X-energy or Canada’s StarCore nuclear. ZettaJoule’s chief nuclear office, Kazuhiko Kunitomi, oversaw the construction of Japan’s research reactor in the 1990s. He’s considered Japan’s leading expert in high-temperature gas reactors.
“Our chief nuclear officer and some of our engineers are the only people in the Western world who have experience of the whole cycle from design to construction to operation of a high temperature gas reactor,” Shimofuji said.
Like X-energy’s reactor, ZettaJoule’s design is a small modular reactor. With a capacity of 30 megawatts of thermal output and 12 megawatts of electricity, the ZettaJoule reactor qualifies as a microreactor, a subcategory of SMR that includes anything 20 megawatts of electricity or less. Both companies’ reactors will also run on TRISO, a special kind of enriched uranium with cladding on each pellet that makes the fuel safer and more efficient at higher temperatures.
While X-energy’s debut project that Amazon is financing in Washington State is a nearly 1-gigawatt power station made up of at least a dozen of the American startup’s 80-megawatt reactors, ZettaJoule isn’t looking to generate electricity.
The first new reactor in Texas will be a research reactor, but the company’s focus is on producing heat. The reactor already working in Japan, which produces heat, demonstrates that the design can reach 950 degrees Celsius, roughly 25% higher than the operating temperature of China’s reactor.
The potential for use in industrial applications has begun to attract corporate partners. In a letter sent Monday to Ted Garrish, the U.S. assistant secretary of energy in charge of nuclear power — a copy of which I obtained — the U.S. subsidiary of the Saudi Arabian oil goliath Aramco urged the Trump administration to support ZettaJoule, and said that it would “consider their application to our operations” as the technology matures. ZettaJoule is in talks with at least two other multinational corporations.
The first new reactor ZettaJoule builds won’t be identical to the unit in Japan, Shimofuji said.
“We are going to modernize this reactor together with the Japanese and U.S. engineering partners,” he said. “The research reactor is robust and solid, but it’s over-engineered. What we want to do is use the safety basis but to make it more economic and competitive.”
Once ZettaJoule proves its ability to build and operate a new unit in Texas, the company will start exporting the technology back to Japan. The microreactor will be its first product line.
“But in the future, we can scale up to 20 times bigger,” Shimofuji said. “We can do 600 megawatts thermal and 300 megawatts electric.”
Another benefit ZettaJoule can tap into is the sweeping deal President Donald Trump brokered with Japanese Prime Minister Sanae Takaichi in October, which included hundreds of billions of dollars for new reactors of varying sizes, including the large-scale Westinghouse AP1000. That included financing to build GE Vernova Hitachi Nuclear Energy’s 300-megawatt BWRX-300, one of the West’s leading third-generation SMRs, which uses a traditional water-cooled design.
Unlike that unit, however, ZettaJoule’s micro-reactor is not a first-of-a-kind technology, said Chris Gadomski, the lead nuclear analyst at the consultancy BloombergNEF.
“It’s operated in Japan for a long, long time,” he told me. “So that second-of-a-kind is an attractive feature. Some of these companies have never operated a reactor. This one has done that.”
A similar dynamic almost played out with large-scale reactors more than two decades ago. In the late 1990s, Japanese developers built four of GE and Hitachi’s ABWR reactor, a large-scale unit with some of the key safety features that make the AP1000 stand out compared to its first- and second-generation predecessors. In the mid 2000s, the U.S. certified the design and planned to build a pair in South Texas. But the project never materialized, and America instead put its resources into Westinghouse’s design.
But the market is different today. Electricity demand is surging in the near term from data centers and in the long term from electrification of cars and industry. The need to curb fossil fuel consumption in the face of worsening climate change is more widely accepted than ever. And China’s growing dominance over nuclear energy has rattled officials from Tokyo to Washington.
“We need to deploy this as soon as possible to not lose the experienced people in Japan and the U.S.,” Shimofuji said. “In two or three years time, we will get a construction permit ideally. We are targeting the early 2030s.”
If every company publicly holding itself to that timeline is successful, the nuclear industry will be a crowded field. But as history shows, those with the experience to actually take a reactor from paper to concrete may have an advantage.
It’s now clear that 2026 will be big for American energy, but it’s going to be incredibly tense.
Over the past 365 days, we at The Fight have closely monitored numerous conflicts over siting and permitting for renewable energy and battery storage projects. As we’ve done so, the data center boom has come into full view, igniting a tinderbox of resentment over land use, local governance and, well, lots more. The future of the U.S. economy and the energy grid may well ride on the outcomes of the very same city council and board of commissioners meetings I’ve been reporting on every day. It’s a scary yet exciting prospect.
To bring us into the new year, I wanted to try something a little different. Readers ask me all the time for advice with questions like, What should I be thinking about right now? And, How do I get this community to support my project? Or my favorite: When will people finally just shut up and let us build things? To try and answer these questions and more, I wanted to give you the top five trends in energy development (and data centers) I’ll be watching next year.
The best thing going for American renewable energy right now is the AI data center boom. But the backlash against developing these projects is spreading incredibly fast.
Do you remember last week when I told you about a national environmental group calling for data center moratoria across the country? On Wednesday, Senator Bernie Sanders called for a nationwide halt to data center construction until regulations are put in place. The next day, the Working Families Party – a progressive third party that fields candidates all over the country for all levels of government – called for its candidates to run in opposition to new data center construction.
On the other end of the political spectrum, major figures in the American right wing have become AI skeptics critical of the nascent data center buildout, including Florida Governor Ron DeSantis, Missouri Senator Josh Hawley, and former Trump adviser Steve Bannon. These figures are clearly following the signals amidst the noise; I have watched in recent months as anti-data center fervor has spread across Facebook, with local community pages and groups once focused on solar and wind projects pivoting instead to focus on data centers in development near them.
In other words, I predicted just one month ago, an anti-data center political movement is forming across the country and quickly gaining steam (ironically aided by the internet and algorithms powered by server farms).
I often hear from the clean energy sector that the data center boom will be a boon for new projects. Renewable energy is the fastest to scale and construct, the thinking goes, and therefore will be the quickest, easiest, and most cost effective way to meet the projected spike in energy demand.
I’m not convinced yet that this line of thinking is correct. But I’m definitely sure that no matter the fuel type, we can expect a lot more transmission development, and nothing sparks a land use fight more easily than new wires.
Past is prologue here. One must look no further than the years-long fight over the Piedmont Reliability Project, a proposed line that would connect a nuclear power plant in Pennsylvania to data centers in Virginia by crossing a large swathe of Maryland agricultural land. I’ve been covering it closely since we put the project in our inaugural list of the most at-risk projects, and the conflict is now a clear blueprint.
In Wisconsin, a billion-dollar transmission project is proving this thesis true. I highly recommend readers pay close attention to Port Washington, where the release of fresh transmission line routes for a massive new data center this week has aided an effort to recall the city’s mayor for supporting the project. And this isn’t even an interstate project like Piedmont.
While I may not be sure of the renewable energy sector’s longer-term benefits from data center development, I’m far more confident that this Big Tech land use backlash is hitting projects right now.
The short-term issue for renewables developers is that opponents of data centers use arguments and tactics similar to those deployed by anti-solar and anti-wind advocates. Everyone fighting data centers is talking about ending development on farmland, avoiding changes to property values, stopping excess noise and water use, and halting irreparable changes to their ways of life.
Only one factor distinguishes data center fights from renewable energy fights: building the former potentially raises energy bills, while the latter will lower energy costs.
I do fear that as data center fights intensify nationwide, communities will not ban or hyper-regulate the server farms in particular, but rather will pass general bans that also block the energy projects that could potentially power them. Rural counties are already enacting moratoria on solar and wind in tandem with data centers – this is not new. But the problem will worsen as conflicts spread, and it will be incumbent upon the myriad environmentalists boosting data center opponents to not accidentally aid those fighting zero-carbon energy.
This week, the Bureau of Land Management approved its first solar project in months: the Libra facility in Nevada. When this happened, I received a flood of enthusiastic and optimistic emails and texts from sources.
We do not yet know whether the Libra approval is a signal of a thaw inside the Trump administration. The Interior Department’s freeze on renewables permitting decisions continues mostly unabated, and I have seen nothing to indicate that more decisions like this are coming down the pike. What we do know is that ahead of a difficult midterm election, the Trump administration faces outsized pressure to do more to address “affordability,” Democrats plan to go after Republicans for effectively repealing the Inflation Reduction Act and halting permits for solar and wind projects, and there’s a grand bargain to be made in Congress over permitting reform that rides on an end to the permitting freeze.
I anticipate that ahead of the election and further permitting talks in Congress, the Trump administration will mildly ease its chokehold on solar and wind permits because that is the most logical option in front of them. I do not think this will change the circumstances for more than a small handful of projects sited on federal lands that were already deep in the permitting process when Trump took power.
It’s impossible to conclude a conversation about next year’s project fights without ending on the theme that defined 2025: battery fire fears are ablaze, and they’ll only intensify as data centers demand excess energy storage capacity.
The January Moss Landing fire incident was a defining moment for an energy sector struggling to grapple with the effects of the Internet age. Despite bearing little resemblance to the litany of BESS proposals across the country, that one hunk of burning battery wreckage in California inspired countless communities nationwide to ban new battery storage outright.
There is no sign this trend will end any time soon. I expect data centers to only accelerate these concerns, as these facilities can also catch fire in ways that are challenging to address.
Plus a resolution for Vineyard Wind and more of the week’s big renewables fights.
1. Hopkins County, Texas – A Dallas-area data center fight pitting developer Vistra against Texas attorney general Ken Paxton has exploded into a full-blown political controversy as the power company now argues the project’s developer had an improper romance with a city official for the host community.
2. La Plata County, Colorado – This county has just voted to extend its moratorium on battery energy storage facilities over fire fears.
3. Dane County, Wisconsin – The city of Madison appears poised to ban data centers for at least a year.
4. Goodhue County, Minnesota – The Minnesota Center for Environmental Advocacy, a large environmentalist organization in the state, is suing to block a data center project in the small city of Pine Island.
5. Hall County, Georgia – A data center has been stopped down South, at least for now.
6. Dukes County, Massachusetts – The fight between Vineyard Wind and the town of Nantucket seems to be over.