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I got DER-pilled at DERVOS 2023.

The hottest ticket in Brooklyn last week wasn’t for an indie rock show or a buzzy new restaurant. It was for the most niche, nerdiest clean energy conference of the year — the sold-out DERVOS 2023.
The conference name — a satirical play on Davos, a stuffy, World Economic Forum event attended by governmental and business elites — tells you much of what you need to know about this irreverent subculture of the climate movement. A teaser video for DERVOS described it as a “rad clean energy summit … where youths get DER-pilled and the hot takes haven’t been approved by PR.”
To translate, DERVOS is for people who are stoked about a category of technologies known as “distributed energy resources,” or DERs. They encompass pretty much any device that can generate or store energy, or use energy flexibly, at the scale of a single building, like rooftop solar panels, batteries, and smart thermostats. This kind of tech has historically been written off as less important than big projects like wind farms — “nice-to-haves” but incapable of cutting emissions at climate-relevant scales. But once you get DER-pilled, another vision for the future emerges.
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Imagine a solar panel on every roof, a battery in every basement, and a smart thermostat in every home. Now imagine these devices being aggregated and synchronized across neighborhoods, cities, or entire regions. If 5,000 batteries discharge at the same time, you’ve got the equivalent of a new power plant. If 5,000 smart thermostats turn the temperature up by a few degrees on a hot summer day, you can prevent a natural gas “peaker” plant from firing up. In that sense, DERs offer a potentially faster option for growing the electric grid than large-scale projects, and could provide significant savings — around $10 billion in avoided infrastructure costs by 2030, according to a recent Department of Energy report.
But that’s not all. To the DER-pilled, this future will also be a “better world, a higher performing world,” as James McGinniss, one of the organizers of DERVOS, put it. It’s a world where your heating and cooling and EV charging are orchestrated seamlessly to utilize the cleanest power at the lowest cost; where solar panels and batteries aren’t called upon to keep your lights on when the power goes out, because they are preventing system-wide blackouts from occurring in the first place.
“How many industries can you work on that are going to completely change the way one of our foundational systems works and flip it entirely on its head?” Nathaniel Teichman, a DER-pilled former financial analyst, told me at the conference. “I don’t think there’s anywhere else with such importance or at such an inflection point.”
To kick things off at DERVOS, McGinniss painted a picture of an industry on the verge of an explosion. “It feels like if DERs were the internet, it’s 1995,” he told the roughly 250-person crowd. “We’re very, very early in this. And I think there’s massive, massive growth coming to this space.”
The event was held at Newlab, a startup incubator located in a renovated shipbuilding warehouse in the Brooklyn Navy Yard. Unlike other energy summits, it’s not put on by a trade association or a professional organization. It’s organized by a loose collective called the DER Task Force, a bunch of enthusiasts who met on Twitter.
The story is a roadmap for movement-building in the modern age. It started in March 2019, when McGinniss posted a tweet asking if anyone in New York wanted to start a monthly happy hour to talk shop about distributed energy. “Like 30 people responded. And I had like 100 Twitter followers,” he told me.
The tweet led to a group message called “DG Beers” (for distributed generation) and eventually to a series of real life hangs. They got drinks. They went to see The Current War, a movie about the 19th century battle over which electrical current system would prevail. They had people give powerpoint presentations. When COVID-19 hit, they moved the monthly meetup to Zoom and started a podcast. The group blew up. “Suddenly we had people from like, South Africa and like, rural Alaska joining us,” said Duncan Campbell, another one of the original members.
Regulars at the meetups told me it was unlike other networking spaces. “What stands out the most is the atmosphere of strong opinions, weakly held,” said Kyle Baranko. “I think there’s a lot of people who are intellectuals, who like getting into the big picture and the small details. But they never take themselves too seriously.”
That’s also a fitting description of DERVOS, which covered broad, heady topics like the concept of “energy abundance” with a combination of deep expertise and lighthearted, often crude informality. “We need to double or triple the grid. That is crazy,” said Pier LaFarge, the CEO of a company called Sparkfund, during the first panel, which contemplated the potential for centralized grid planning. “That is like the technical challenge of the space race and the economic scale of the highway system. That is non-trivial, societal shit.”
During the next session, Andy Frank, founder of the home retrofit company Sealed, was talking about how DERs can help avoid the need to build transmission lines and power plants. “We need a — and this is a very technical term — a fuck-ton of DERs to try to avoid an even more fuck-ton of costs,” he said.
“Is it a metric fuckton?” Jesse Jenkins, an energy systems engineer from Princeton University and Heatmap contributor on the panel, shot back. The audience burst out laughing.
The conference skewed very white and male. Nicole Green, another founding member, speculated that it might be because that’s still the demographic at a lot of university engineering programs. Integrating DERs into the grid and into power markets is technologically complicated, and the community is largely made up of engineers.
When I asked other attendees to describe the vibe, one said it was “tech bro-ey, but better — not as toxic.” Another said “young and exciting.”
“It feels a little bit like the energy industry underground, in a way,” Baranko told me.
“There’s a rebellious, counter-establishment ethos within the DER community,” said Teichman, “both by the nature of what it is and the people it attracts.”
Part of that comes from the fact that these technologies challenge the monopoly utility model — the way that electricity has been generated and distributed and commoditized for decades through big, corporate power plants. The DER community also likes to push back on the narrative that tackling climate change requires sacrifice. “That’s also where the irreverence bleeds in,” said McGinniss. “It’s just like, this is an awesome, exciting future. That’s what we want people to feel.”
To illustrate the point, McGinniss and his friends organized a DERVOS afterparty with the first-ever “vehicle to rave” demonstration. Working with another group of DER-enthusiasts called the SOLARPUNKS, who specialize in sustainable event production, they used a Ford F-150 Lightning to power the sound system at an old fire station-turned-event space in lower Manhattan.
But this better, higher performing world is still mostly out of reach. “We’re mired in a lot of decades-old thinking at this point about DERs and how they can be a part of all of this,” Campbell told the audience at the start of the conference.
The obstacles preventing DERs from realizing their full potential was a major theme of the day. Frank talked about how DERs aren’t properly valued in energy markets. Leah Stokes, a political scientist from the University of California, lamented that utilities haven’t taken DERs seriously or integrated them into their resource planning. Jenkins suggested we regulate utilities differently so that they have more incentive to utilize DERs. Jen Downing, a senior advisor at the Department of Energy, said regulators need data showing that DERs are reliable.
Part of the problem is that there’s no DER industry association, no one advocating for funding or policy changes to support these solutions at the state or national level. During last year’s conference, Jigar Shah, a Department of Energy official and a sort of Godfather figure in the DER scene, pushed the community to be more ambitious. “You guys are left out of the narrative, and it’s just fun, it’s sort of like, 'oh that’s so cool, I’m glad that they’re doing that,’” he said, calling in to deliver the keynote speech from the car during his family vacation.
The DER Task Force took up Shah’s call to arms and decided to use its revenue from events and the podcast to hire Allison Bates Wannop, an energy lawyer, to work on policy full time. At this year’s DERVOS, Wannop announced the group’s initial plans, which include turning New York State into a DER “nirvana,” and a campaign to “occupy NARUC,” the association for utility regulators that holds triannual conferences, which are heavily attended by the natural gas industry.
Colleen Metelitsa, one of the founders of the Task Force, told me the current landscape for DERs was like the internet before the iPhone came out. There was a lot you could do with the existing technology, but the iPhone “proliferated so many things we do on the internet that we didn’t even think about.”
What else, besides raves powered by pick-up trucks, does the future hold?
Editor’s note: A previous version of this article misattributed a quote. It has since been corrected. We regret the error.
Read more about batteries and solar:
Why Batteries Might — Might! — Solve America’s Power-Line Shortage
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The number of data centers canceled after pushback set a record in the first quarter of the year, new data from Heatmap Pro shows.
Data centers are getting larger and larger. But even so, few are as large as the Sentinel Grove Technology Park, a proposed data center near Port St. Lucie, Florida.
The proposed facility — which became known as Project Jarvis — was set to be built on old agricultural land. It would use up to 1 gigawatt of electricity, enough to power a mid-size city, and bring in up to $13.5 billion in investment to the county.
The project was immediately controversial. But its developers anticipated issues: They would build their own self-contained, self-provided water facilities to service the project, and they agreed to set its 60-foot buildings back far enough from the road so that they couldn’t be seen by drivers.
It wasn’t enough. The project lost a key vote in the planning board in October. And in February, Project Jarvis’s developers withdrew their land use application entirely after Governor Ron DeSantis proposed AI regulation in the statehouse.
The facility was the largest data center project canceled after facing opposition in the first quarter of 2026. But it wasn’t the only one.
At least 20 proposed data center projects were canceled after local pushback during the first three months of 2026, smashing a record set only in the previous quarter, according to a review of press accounts, public records, and project announcements conducted by Heatmap Pro.
These canceled projects accounted for more than $41.7 billion in investment and represented at least 3.5 gigawatts of electricity demand.
The cancellations reveal the rapidly expanding backlash to data center construction has not yet peaked. From Georgia to Pennsylvania, locals have rebelled against newly proposed data centers, even when the planned facilities are not planning to run artificial intelligence models.

If anything, fights over data centers are surging now. Heatmap Pro’s researchers added roughly 100 new data center fights to their database during the first three months of the past year, a new record.
These fights are succeeding in terminating projects. Last year, roughly 25 data center projects were canceled nationwide after facing some type of local opposition, according to Heatmap Pro data. The country is likely to break that record in 2026 over the next few weeks, our data suggests — only five months into the year.
At least $85 billion in data center projects have been canceled over the past three years, according to Heatmap Pro data.

These numbers haven’t been previously reported. Over the past year, researchers at our intelligence platform Heatmap Pro have conducted a comprehensive national survey of local opposition to data center construction. They have regularly called every U.S. county to tally data center cancellations and any new rules limiting data center construction.
This data is normally available to companies and individuals who subscribe to Heatmap Pro, but we periodically publish a high-level summary of this data. We last released our results in January.
Current conditions: The East Coast’s Acela corridor is cooling down this week, with temperatures dropping from 85 degrees Fahrenheit in Philadelphia yesterday to the 60s for the rest of the week • Cape Agulhas is under one of South Africa’s Orange Level 6 warnings for damaging winds and dangerous waves • Floods and landslides in Brazil’s northern state of Pernambuco have left six dead and thousands displaced.
The Securities and Exchange Commission has advanced a measure to formally end Biden-era climate disclosure rules for publicly-traded companies. The regulator sent the proposal to the White House’s Office of Management and Budget for review on May 4, according to a post on a government website first spotted by Bloomberg. The Wall Street watchdog’s 2024 disclosure rule mandated that publicly traded companies report on the material risks climate change poses to their business models, including the financial impact of extreme weather. Some large companies would have been required to disclose Scope 1 emissions, which are produced by the firm’s own operations, and Scope 2 emissions, which are produced by companies with which the firm does off-site business such as electricity. The rule had already been watered down before its finalization to remove Scope 3 emissions, which come from suppliers up and down the value chain and from customers who use a product such as oil.
In an even bigger move, the SEC also proposed scrapping mandatory quarterly reporting for U.S.-listed companies, instead switching to a twice-yearly filing. The idea, which President Donald Trump first floated years ago as a way of getting companies to focus on longer-term goals, “would provide companies with increased regulatory flexibility,” SEC chair Paul Atkins told the Financial Times. “Public companies have an obligation under the federal securities laws to provide information that is material to investors. Yet, the rigidity of the SEC’s rules has prevented companies and their investors from determining for themselves the interim reporting frequency that best serves their business needs and investors.” While cast as part of a larger deregulatory push, the move could actually be a boon to climate action. Supporters of decarbonization have long lamented how quarterly reporting norms disincentivized costly bets that take longer than three months to pan out.
If you have ever body surfed in the ocean — or observed how docks and peers weather over time — it’s easy to intuit why harnessing renewable energy from waves is so tricky. Among experts who often list wave energy along with tidal power as two sources of underdeveloped but potentially promising renewable energy, the latter has long been considered the more commercially viable, with turbines harnessing tidal flows already in operation in France and elsewhere. Wave energy, by contrast, has been perceived as a riskier frontier in the energy industry.
That didn’t stop wave-energy startup Panthalassa from raising $140 million in a Series B round led by Silicon Valley billionaire Peter Thiel this week as the company looks to develop floating data centers that can operate in open ocean. The financing will fund the completion of the company’s pilot manufacturing facility near Portland, Oregon, and speed up deployment of its Ocean-3 series of facilities that “will perform AI inference computing at sea” with power generated from ocean waves.
“There are three sources of energy on the planet with tens of terawatts of new capacity potential: solar, nuclear, and the open ocean,” Panthalassa CEO and co-founder Garth Sheldon-Coulson said in a statement. “We’ve built a technology platform that operates in the planet’s most energy-dense wave regions, far from shore, and turns that resource into reliable clean power. We’re now ready to build factories, deploy fleets, and provide a sustainable new source of energy for humanity.” The deal, per the Financial Times, values the company at about $1 billion. “The future demands more compute than we can imagine,” Thiel said in a press release. “Extra-terrestrial solutions are no longer science fiction. Panthalassa has opened the ocean frontier.”
The company has some competition. Earlier this year, the San Francisco-based Aikido Technologies launched a new line of floating platforms for deep-water offshore wind turbines that include data centers built into the ballasts.
Allow me to give you a glimpse into the anxious mind of a young father: Sometimes, I distract myself from my fear over what global weather patterns might look like by the time my one-year-old daughter is my age with my more urgent terror over what particulate matter is entering her perfect little lungs and what microplastics sneak into even her home-cooked meals. Well, worry not! Turns out the two aren’t mutually exclusive. In theory, I knew this was always the case, since the rise of plastic pollution is at least somewhat spurred on by oil and gas companies making big money off the feedstocks for the cheap, single-use plastics that break down into dangerous tiny particles in our environment. But new research shows that microplastics in the atmosphere are actually magnifying the effects of climate change. In a new paper published in the journal Nature Climate Change, scientists in China and the U.S. outlined how tiny, colored plastic bits absorb sunlight as the wind blows them around the world, trapping heat and adding to temperature rise. “The plastic problem is not just in our blue oceans, it is also in the invisible skies above us,” Hongbo Fu, a co-author of the study and an atmospheric scientist at Fudan University in Shanghai, said at a press conference, per Bloomberg. “Climate models need to be updated.”
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Like wave and tidal power, geothermal was once a sleepy corner of the clean energy world. But next-generation startups that promised to use new drilling techniques to harness geothermal energy in more places than ever thought possible are radically upending an industry that saw its largest power station — the Geysers in California — built in the 1960s and hitherto hadn’t aimed higher. Until a few years ago, next-generation geothermal drilling was esoteric even among energy nerds. But things change quickly in the modern energy business. Fervo Energy, the first major next-generation startup to prove that fracking technology could be used to revolutionize geothermal power, is now eyeing a $6.5 billion valuation. That’s according to a document the company filed with the SEC this week as it prepares to raise more than $1.3 billion in an initial public offering of its stock.
Fervo sees a big market. As Heatmap’s Matthew Zeitlin wrote last month when the company first filed to go public, Fervo told investors its reviewed leases represent over 40 gigawatts of energy. That’s equal to about 15% of all installed solar capacity in the U.S.

The United Arab Emirates already ranks as the world’s seventh-largest producer of crude, and could ascend as the country’s exit from the Organization of the Petroleum Exporting Countries frees Abu Dhabi to pump for oil. The UAE’s debut atomic power plant — the four-reactor, Korean-built Barakah station in Abu Dhabi — set a new standard for nuclear construction in a Western-aligned nation and vaulted the federation of monarchies to the forefront of global discussions about fission. Now the UAE is making a big move on solar. Abu Dhabi’s state-owned renewables developer Masdar has signed a deal with Emirates Water and Electricity Company to deploy more than 30 gigawatts of solar capacity and 8 gigawatts of batteries. “As the driving force behind the UAE’s energy transition, EWEC is at the forefront of a global shift towards sustainable, utility-scale power and water production,” Ahmed Ali Alshamsi, the utility chief in charge of the Emirates Water and Electricity Company, told PV Tech. “This CFA with Masdar is a pivotal strategic tool that empowers us to accelerate this transformation and meet 60% of Abu Dhabi’s total energy demand from renewable and clean sources by 2035.”
Norway led the world in electric vehicle adoption. It’s now at the forefront of autonomous vehicle adoption. Europe’s first self-driving bus without a supervisor onboard is set to be rolled out in the southwestern city of Stavanger following a recent regulatory change. While the bus still requires preparation by a human before operating, the project has been underway since 2022 and represents Europe’s most advanced public deployment of the technology.
Rob talks with the billionaire investor and philanthropist about how energy, Chinese EVs, and why he’s “very optimistic” that Congress will pass permitting reform this year.
If you work around climate or clean energy, you probably know about John Arnold. Although he began his career as a natural gas trader, Arnold has since become one of the country’s most important clean energy investors. He’s the chairman of Grid United, a transmission development firm undertaking some of the country’s most ambitious power line projects, and he is an investor in the advanced geothermal startup Fervo. He and his wife Laura run the philanthropic organization Arnold Ventures.
On this week’s episode of Shift Key, Rob talks with Arnold about the current energy chaos and what might come next. They discuss Arnold’s first trip to China, whether Congress might pass permitting reform this year, and what clean energy companies should learn from the fossil fuel industry.
Shift Key is hosted by Robinson Meyer, the founding executive editor of Heatmap News.
Subscribe to “Shift Key” and find this episode on Apple Podcasts, Spotify, Amazon, or wherever you get your podcasts.
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Here is an excerpt from our conversation:
Robinson Meyer: What needs to change or what needs to happen between now and, say, the end of the year for [a permitting deal] to actually get done?
John Arnold: So I think on an election year, it's very unusual for any big piece of bipartisan legislation to get passed, really, the whole year. And so what we're really looking at is most likely is that it would get passed after the election in the lame duck period. And so you start working backwards from there and really need to have language that's agreed upon in the next 45 days. It's hard to work over the summer. Congress scatters. Everybody scatters. Then you come back. There's a little bit of work time in September, and then everybody's focused on the elections. So the bill needs to get written today. And then again, in the next 45 days, and there's a lot of work happening behind the scenes. So again, sometimes it's hard to know exactly where it is, but everybody's saying the right things. There's been fits and stops to date, particularly when the administration hit the pause on offshore wind. They've made some changes. They brought Senator Whitehouse back to the negotiating table, for instance. So again, everything I think is looking good, but getting anything passed in D.C. these days might be a long shot.
You can also find a complete transcript of the episode on Heatmap.
This episode of Shift Key is sponsored by Salesforce.
Salesforce is the No. 1 AI CRM, where humans with agents drive success together. We invest in bold climate technologies and leverage agentic AI to accelerate nature-based solutions that benefit people and the planet. Learn more. You can also learn more about Salesforce's investments in watersheds here.
Music for Shift Key is by Adam Kromelow.