You’re out of free articles.
Log in
To continue reading, log in to your account.
Create a Free Account
To unlock more free articles, please create a free account.
Sign In or Create an Account.
By continuing, you agree to the Terms of Service and acknowledge our Privacy Policy
Welcome to Heatmap
Thank you for registering with Heatmap. Climate change is one of the greatest challenges of our lives, a force reshaping our economy, our politics, and our culture. We hope to be your trusted, friendly, and insightful guide to that transformation. Please enjoy your free articles. You can check your profile here .
subscribe to get Unlimited access
Offer for a Heatmap News Unlimited Access subscription; please note that your subscription will renew automatically unless you cancel prior to renewal. Cancellation takes effect at the end of your current billing period. We will let you know in advance of any price changes. Taxes may apply. Offer terms are subject to change.
Subscribe to get unlimited Access
Hey, you are out of free articles but you are only a few clicks away from full access. Subscribe below and take advantage of our introductory offer.
subscribe to get Unlimited access
Offer for a Heatmap News Unlimited Access subscription; please note that your subscription will renew automatically unless you cancel prior to renewal. Cancellation takes effect at the end of your current billing period. We will let you know in advance of any price changes. Taxes may apply. Offer terms are subject to change.
Create Your Account
Please Enter Your Password
Forgot your password?
Please enter the email address you use for your account so we can send you a link to reset your password:

A fight broke out in New York this week over a small calculation with big implications for the state’s climate policy.
The trouble started when a group of lawmakers, including Democratic Governor Kathy Hochul, proposed a change to the way the state accounts for the greenhouse gas methane. Her administration argued the adjustment would result in lower costs for consumers as the state transitions from fossil fuels, but a broad coalition of environmental groups were incensed, claiming it would “sabotage” New York’s climate law for the benefit of natural gas companies. Under pressure, Hochul backed down, announcing Wednesday that she wouldn’t be holding the state’s budget hostage before sorting it out.
The debate — which isn’t yet over — is an enlightening example of the high stakes of climate math, particularly the formulas used to calculate greenhouse gas emissions. And before you yawn and close this tab over having to read a story about math, give me a chance to show you how these calculations can translate into real differences in how we approach the energy transition, and our odds for avoiding the worst climate outcomes.
It may seem strange that there's more than one way to calculate greenhouse gas emissions. The dispute stems from the fact that methane is a very different beast than carbon dioxide, but when it comes to creating climate policy, we often elide those differences for the sake of simplicity.
When carbon dioxide emissions hit the atmosphere, they’re essentially permanent. The more carbon accumulates, the more it heats up the planet. Methane, on the other hand, is short-lived — it breaks down in a little over a decade. But while it’s around, it traps a lot more heat than carbon dioxide, like wrapping the quilt of CO2 in a second, goose-down duvet. As the methane in the atmosphere decays, it’s like that duvet is constantly losing feathers. If emissions decline, the blanket will thin out and eventually go away.
So while the warming power of carbon dioxide depends entirely on the total amount released, the effects of methane depend on the rate at which it is emitted.
Despite these key differences, the two pollutants often get lumped together into a common metric, like the Environmental Protection Agency’s estimate that the U.S. emitted almost 6 billion metric tons of “CO2 equivalent” in 2020, or the Biden administration’s goal of a 50-52% reduction in greenhouse gas emissions by 2030. To arrive at those numbers, scientists convert methane into carbon dioxide using a formula called global warming potential, or GWP, which basically asks how many tons of carbon dioxide it would take to warm the planet as much as one ton of methane.
The problem is, there’s not one answer. Because of methane’s short but powerful life span, there’s another variable at work in the calculation: time. Over 20 years, one metric ton of methane has a similar effect to about 80 metric tons of carbon, but over 100 years, it’s more akin to 25 metric tons of carbon. The federal government, as well as most U.S. states and much of the rest of the world, take the long view, accounting for methane emissions over 100 years. But scientists say it’s an arbitrary choice.
“There's no single timescale that's clearly most appropriate,” said Drew Shindell, an earth science professor at Duke University and an expert on methane.
Scientists have been arguing about the problems with using global warming potential formulas for years, so it’s somewhat surprising that so many governments have taken this consequential choice for granted.
New York’s climate law, which passed in 2019, is unique in that it explicitly requires a 20-year accounting of methane. When the law was being crafted, the state’s environmental community argued this would more accurately capture the consequences of emissions in the near term. Since methane can cook the planet quickly, it could push the climate past 1.5 degrees of warming, risking irreversible impacts. But encouraging steeper cuts to methane over the next few decades could actually cool the planet, buying slightly more time to reduce carbon emissions.
The Hochul administration has proposed aligning New York with the status quo and switching the state to 100-year accounting. This would have tangible repercussions for New York’s climate planning. For one, it would make the state look like it’s further along in achieving its climate goals, when in reality nothing has changed. The nonprofit outlet New York Focus estimates that under the current methane accounting method, the state must cut emissions by about 134 million metric tons this decade, but the 100-year method would change that number to 86 million.
It could also shift the state’s priorities. Under the current system, the largest source of emissions in New York is its buildings, most of which rely on natural gas and other fossil fuels for heating and cooking. Methane is the primary component of natural gas, and it leaks out of wells and pipelines, all the way to homes, where it can also leak out of boilers and stoves. That fact has dominated New York’s climate discussion over the past two years. It led the Climate Action Council, an appointed group of government officials, scientists, advocates, and industry leaders tasked with drawing up a roadmap to achieve the state’s emission targets, to conclude that one to two million homes should be electrified by 2030, followed by the large majority of buildings statewide by 2050.
But under a 100-year accounting system, buildings wouldn’t look like such an urgent problem. Methane emissions related to the residential use of natural gas equaled about 200,000 metric tons of carbon dioxide equivalent in 2020 under the 20-year scheme, according to state data. Using the 100-year formula, that number would drop to 60,000. Suddenly, transportation would look like New York’s number one climate culprit, which could lead regulators to turn more of their attention to boosting electric vehicles, improving public transit, and decarbonizing trucking.
Is that really the worst outcome? If it truly did result in steeper cuts to transportation emissions, that could mean lower temperatures in the long term, because less carbon would get lodged in the atmosphere. “Any reductions of methane we make today only really affects people who are alive today,” said Zeke Hausfather, a climate scientist at Berkeley Earth. “Whereas any emissions of CO2 we have today affect, you know, dozens of generations to come. And so trading off between those two is sort of a thorny, ethical question.”
But that result is by no means guaranteed. When I ran the idea by Liz Moran, a New York policy advocate for Earthjustice, she argued that the transportation sector is harder to address so those emission reductions may not materialize. Moran added that giving more weight to methane has enabled the state to make strides in environmental justice, for example by leading to decisions to reject polluting power plants. “This would have some very tangible and immediate impacts to communities where we're already starting to make some progress,” she said.
While some New York environmental groups have claimed that using GWP 100 is “outdated science,” Shindell disagreed with that characterization. “I think we've learned more about the limitations of GWP 100,” he said. “I think you can make an argument that it's not very aligned with what most countries are talking about now: net-zero by 2050.”
The use of 100-year accounting doesn’t have to mean that policymakers ignore methane’s near-term impacts. While California uses this metric for its overall emissions goals, it also has a separate, specific target to reduce methane. Though in the case of New York, with the Hochul administration’s explicit intention to cut costs, that's not yet on the table and it would surely prompt another political fight.
Who said climate math had to be boring?
Log in
To continue reading, log in to your account.
Create a Free Account
To unlock more free articles, please create a free account.
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.