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After a decade of leadership, voters are poised to overturn two of its biggest achievements. What happened?

Twenty years ago, you could still get away with calling Redmond, Washington, an equestrian town. White fences parceled off ranches and hobby farms where horses grazed under dripping evergreen trees; you could buy live chicks, alfalfa, and Stetson hats in stores downtown. It wasn’t even unusual for Redmond voters to send Republicans to represent their zip code in the state legislature, despite the city being located in blue King County.
The Redmond of today, on the other hand, looks far more like what you’d expect from an affluent (and now staunchly progressive) suburb of Seattle. A cannabis dispensary with a pride flag and a “Black Lives Matter” sign in the window has replaced Work and Western Wear, and the new high-performing magnet school happens to share a name with one of the most popular cars in the neighborhood: Tesla. But Washington is a state full of contradictions, and among Redmond’s few remaining farms is one registered under the winkingly libertarian name of “Galt Valley Ranch LLC.” It belongs to a multimillionaire who has almost single-handedly bankrolled the most significant challenge yet to Washington’s standing as a national climate leader.
Andrew Villeneuve, the founder of the Northwest Progressive Institute, a left-wing think tank also based in Redmond, told me he’s struggled to get voters to pay attention to ballot measures in the past. “I’ve had no such awareness issues this year,” he said. “Nobody’s like ‘Who’s Brian Heywood?’”
A hedge fund manager, multimillionaire, and recent California transplant, Heywood has in short order made himself the supervillain of Washington’s left. His Joker arc into politics involves fleeing the liberal dystopia of the Golden State in 2010 for the no-income-tax refuge of Washington, only to discover that Olympia was progressive, too. This year, he set out to personally “fix stupid things” in his adopted state by spending $6 million out of pocket on a signature-gathering campaign that ultimately landed four conservative initiatives on Washington’s general election ballot. (His campaign, Let’s Go Washington, is also allusively named, although Heywood told The Seattle Times that he is not a MAGA supporter.)
Two of the four ballot measures Heywood has willed before voters this November address standard small-government gripes: One would repeal the capital gains tax, and the other would allow workers to opt out of the state’s long-term care payroll tax. Others, however, will ask Washingtonians to vote directly on whether to repeal the state’s landmark cap-and-invest carbon-trading program (I-2117) or block its transition away from natural gas (I-2066).
“We’ve faced initiatives like these before,” Villeneuve told me, “but what is different is how many of them are coming at once.”
As in many Western states, it’s relatively easy for a motivated individual with means to collect the roughly 320,000 signatures needed for a petition to end up on the ballot in Washington. (Contract workers are paid up to $5 per signature, and they often descend on ferry lines, where bored motorists can be talked into putting down their names as they wait for the next boat.) But while rich activists have leveraged this system in the past — Washingtonians may remember the name Tim Eyman — the outcome of the ballot measures before voters this fall will be closely watched by other states and legislatures to gauge how directly popular bold climate progress really is.
“What happens in Washington will certainly have an impact on what happens around the rest of the country,” Leah Missik, the Washington deputy policy director at the clean energy nonprofit Climate Solutions, who also serves on the executive board of the No on 2066 campaign, told me. She added, “If these [laws] are in any way repealed or weakened, that is a sign to other states, and I think it would be incredibly damaging and incredibly unfortunate.”
Though politics in Washington have long been conservation-minded and, shall we say, crunchy (I grew up in Redmond), the state really began to stand out as a leader in progressive climate policy with Governor Jay Inslee’s election in 2013. During Inslee’s tenure, Washington committed to one of the most aggressive 100% clean energy pathways in the country, passed a wide-ranging building emissions law that RMI described as “significantly [raising] the level of ambition on what might be possible for other states,” and in 2023 enacted its landmark cap-and-invest program, called the Climate Commitment Act, which has generated over $2 billion in state revenue so far for transit projects, decarbonization initiatives, and clean air and water programs. Washington has even been credited with inspiring some of President Biden’s climate actions in office.
With Inslee, a Democrat, retiring at the end of this term, Let’s Go Washington’s campaign begins to appear designed to dismantle his legacy while proposing little in the way of alternatives. Hallie Balch, the communications director, denied this allegation in an emailed statement, telling me the initiatives “promote choice and affordability.” The cap-and-invest program, for example, “has not done what the governor said it would do,” she said, and “there are no metrics in place to track [its] success.”
Though the CCA’s cap covers about 75% of the state’s total greenhouse gas emissions, it’s true that we’re still a few years away from having a clear picture of the program’s results. (The law’s first compliance deadline for polluters isn’t until this November.) “The CCA has only been around for almost two years at this point, and so we haven’t yet seen the big emissions declines,” Emily Moore, the director of the climate and energy program at the Sightline Institute, a nonpartisan sustainability think tank that does not take an official position on initiatives, told me. “But what we are seeing,” she added, “is the money that it has generated for a whole suite of climate-friendly and community-friendly projects.”
There isn’t a revenue source remotely comparable to cap-and-invest available to fund the state’s transit, infrastructure, and community projects if the program goes away, meaning a repeal would have a dramatic impact on everything from bus service to salmon recovery projects to local heat pump and induction stove rebates, with most likely getting the axe. The program is also one of the main levers Washington has to reach its goal of reducing emissions 95% below 1990 levels by 2050. As one person involved in crafting the CCA described the upcoming vote on I-2117 to me, it’s “life or death for climate action in Washington.”
That’s partially because I-2117 wouldn’t only repeal the CCA; it would also bar the state and any municipality therein from implementing a new climate tax or cap-and-invest program at any point in the future. When asked what an alternative might be last week during a debate at Seattle University’s Department of Public Affairs and Nonprofit Leadership, Heywood vaguely proposed “something that works.”
“We always knew we were going to have to defend this program at the ballot box,” Joe Fitzgibbon, the majority leader of Washington’s House of Representatives and the chair of the House Environment and Energy Committee, who helped create the CCA, told me. He admitted that he’d expected such a defense to take the form of legislative elections, but 2022 came and went without a single backer of the CCA losing their seat. “I guess in hindsight, I thought we were out of the woods,” Fitzgibbon said.
Let’s Go Washington has labeled CCA a “hidden gas tax” and, bundled with its other initiatives, is running on the slogan “vote yes, pay less.” I-2117 is already the most expensive ballot measure campaign of this election cycle — and the most controversial, with Heywood campaigning at gas stations offering discounted gas, which opponents say violates vote-buying anti-bribery laws. But opposition to the initiative has also rallied a remarkable and unprecedented coalition of strange bedfellows in defense of the CCA, including over 500 businesses, environmental groups, health care organizations, faith leaders, tribes — as well as more than 30 breweries, “a very important coalition member in the state of Washington,” as No on I-2117’s communication director Kelsey Nyland quipped to me. Jane Fonda recently swung through the state to stump for I-2117; the ‘no’ campaign even has the support of the Green Jobs PAC, whose contributors include Shell and BP.
Almost all the advocates I spoke to about I-2117 were feeling optimistic ahead of Washington ballots going out at the end of this week, with the most recent Cascade PBS/Elway poll on the initiative showing support has dropped slightly since May; 46% now say they would vote no, over 30% who would vote yes. (Heywood has pointed optimistically to the number of undecided voters this leaves.) Still, it seems pretty unlikely that Washingtonians will repeal their cap-and-invest program.
I-2066 is a different story.
To the immense frustration of its opponents, Let’s Go Washington touts I-2066 as “Stop the Gas Ban.” The measure was only certified for the ballot in July, compared to January for 2117, meaning that organizers have had much less time to mobilize — several major national green groups, including Defenders of Wildlife and the Environmental Defense Action Fund, confirmed to me that they’d endorsed No on I-2117 but not considered a position on I-2066 — and are on the back foot to combat misinformation.
For one thing, there is no gas ban: I-2066, rather, would repeal parts of a Washington law directing its largest utility, Puget Sound Energy, to consider electrification alternatives before installing new gas pipes; scuttle a pilot effort to promote thermal energy networks as a gas alternative; and, most starkly, it would bar cities and towns, as well as Washington’s energy code, from “prohibiting, penalizing, or discouraging” gas appliances in buildings. “Discouraging” does a lot of work here. For example, Seattle’s building emissions performance standard, which doesn’t ban gas but nudges large developments toward a 2050 net-zero emissions target, could be in jeopardy.
Still, all of this is a lot to expect voters to sort through in the few minutes they might spend filling in the bubbles in their ballot, especially when Let’s Go Washington is making out its message to sound like one simply about energy choice. Add the opaque triple-negative climate campaigners have to sell (“vote no on a ban on banning gas”), and the messaging headaches grow more severe.
Earlier this month, the editorial board for the largest media outlet in Washington, The Seattle Times, endorsed a yes vote on I-2066, arguing for a slower transition away from fossil fuels that leans more heavily on natural gas. “Unfortunately, we are up against a network of fossil fuel corporations and their allies who have a lot of money and who are very invested in the status quo because it perpetuates their wealth and their influence,” Missik, who’s involved with the No on I-2066 campaign, told me, pointing to the Building Industry Association as well as Northwest Natural, National Propane Gas Association, and Koch Industries, who have backed the other side. I-2066 is also polling much better than I-2117; as of September, 47% of voters said they would vote yes, compared to 29% who said they’d vote no.
Rather than interpret those numbers as the electorate’s backlash to Washington’s climate progress, advocates argue they indicate how fossil fuel groups have successfully capitalized on the door propped open by Heywoods’s signature-gathering campaigns. It’s “because one guy opened his wallet; it is that simple,” Villeneuve, the founder of the Northwest Progressive Institute, said. “There is no grassroots movement to overturn these laws; it doesn’t exist. Brian Heywood brought this entire thing into being.” Or, as Missik put it: “Most Washingtons do believe in climate progress, whether or not this will be overridden by money. I sure hope not.”
All of this ultimately brings us back to the question of what Heywood’s whole deal is. With the singular exception of I-2066, his $6 million initiatives seem mostly doomed.
Some I spoke to floated the idea that Heywood and his allies are using Washington as a testing ground for dismantling climate action and seeing what sticks. “If it can happen here, it can happen anywhere: It can happen in California, it can happen in Colorado, it can happen in New York, it can happen in all these states that have passed really strong climate policies,” Caitlin Krenn, the climate and clean energy director of the nonprofit Washington Conservation Action, told me.
But there are other rumors, too. The Washington State Standard’s Jerry Cornfield recently quoted a local GOP chair calling Heywood’s initiatives “a powerful tool” that will “help get Republicans elected” — essentially, a turnout generator. (“We certainly want to see as many people as are eligible to vote exercise their right to make their voices heard, but our top priority is to educate voters about what's at stake with the initiatives this November,” Balch told me in response.) And then there is Heywood’s ranch. Republicans have long cosplayed as rural farmers and cowboys to tap into the masculine conservative fantasy of rugged individualism (what Texas Monthly once called “authenticity drag”). It’s essentially an image-building exercise — perhaps not so unlike positioning yourself as the guy who tried to rein in the state’s runaway Dems.
So far, Heywood has dodged questions about whether he plans to run for governor, and his campaign told me he “isn't using the initiatives as anything other than a way to bring broken policies directly to the people to vote on.” But with this year’s ballots going out to Washington voters today, it’s also a question for another time.
Regardless of what happens, many of the organizers I spoke to rejected the framing of Washington voters cooling on climate. One went as far as to tell me that the time, attention, and money Heywood has spent trying to roll back Washington’s progress is the highest compliment of all. “This is part of the process of doing big things,” Isaac Kastama, who was involved in enacting the CCA and now works for the advocacy group Clean and Prosperous Washington, told me. “If it’s not big and if it goes undetected, that probably means you’re not doing something serious enough.”
Editor’s note: This story has been updated to clarify the scope of I-2117 and correct what Let’s Go Washington has termed a “hidden gas tax.”
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Can AI help emergency managers make faster decisions when every second counts?
Meteorologists had nothing polite to say about Tropical Storm Bertha. The “weak, disorganized, and lopsided” system made initial landfall in Louisiana last week as a “hot, sheared mess,” one that forecasters doubted would reach Texas with much oomph at all. Still, the Galveston County Consolidated Drainage District — the local flood mitigation and drainage management entity for the state’s most flood-prone county — had stood at the ready, posting updates on the storm’s progress to its Facebook feed in the lead-up.
There had been action behind the scenes, too. Since this spring, the county has relied on a new “AI-powered flood warning solution” pilot program to help local administrators identify the gaps in their understanding of the county’s flood risk and monitor rising water levels in real time. In a crisis, a chatbot could even advise them on when to issue an evacuation order.
“Imagine you’re an operator and you have to tell people to leave their homes because of floods coming in,” Todd Barr, the CEO of Axonis Decision Intelligence, which has partnered with the smart water-level sensor company Simplicity Integration in Texas’ Galveston County, told me. Axonis provides AI-assisted decision-making tools to clients in a number of time-sensitive industries, and in every case, “You want a paper trail of the data you used to make the decision — the reasoning and the model you used — and our platform does all of that,” Barr went on.
Issuing evacuation notices is a famously thorny business, and one that has resulted in high-profile and high-casualty failures, including in the Paradise, California, and Maui wildfires. Particularly noteworthy were the 2025 Kerr County floods that killed more than 100 people in Texas’ Hill Country after local officials took 90 minutes to send phone alerts once they became aware of the rising river.
In many cases, particularly in more rural counties, the teams making the evacuation decisions are small and lack sufficient training not only on when to make such a call, but even on how to word it. “The people who are put in the position of issuing the messages are doing 20 other things at the same time,” Jeannette Sutton, a researcher at the University at Albany’s Emergency and Risk Communication Message Testing Lab, told me when I reported on evacuation notices after the Los Angeles fires.
As for Galveston, “100%” of the buildings on the densely populated island are at flood risk, with modeling suggesting a worst-case-scenario hurricane could produce 26 feet of storm surge. Much of the city’s stormwater infrastructure additionally predates modern climate-change-intensified rainfall probabilities, with the district in the midst of a $54 million drainage project aimed at mitigating future flooding by building a pump station and enlarging sewer lines.
As part of the region’s ongoing resiliency work, the Galveston County Consolidated Drainage District installed seven of Simplicity’s water-level sensors —the county’s first — at locations on the mainland. (There are no sensors currently on Galveston Island proper.) Simplicity’s Axonis-powered system, SI-Ai, also pulls in data from NOAA, the U.S. Geological Survey, and Houston’s Harris County to present residents of the entire region with a live flood-risk dashboard, complete with intuitive green-yellow-red indicators to evaluate their neighborhood hazard level in real time. Operators also have their own proprietary dashboard where they can monitor sensors and are prompted to ask questions to interpret readings and open “investigations” if something appears amiss.

“If I’m the municipality, I can say, ‘Okay, here’s what the forecast is looking like and what is potentially going to happen,” Alison Reese, the COO and co-founder of Simplicity, explained to me. “Then I could ask a question like, ‘Hey, what other locations in this watershed are at high risk for flash flooding?’”
That’s where Axonis, the artificial intelligence company, comes in. “Today you would have to be like, ‘Alright! Get the weather report, quick! What’s happening? What are the sensors saying? Okay Bill, now what’s the upstream sensor saying?’” Barr said, acting out the frantic scenario of trying to source data from multiple streams at once. “All of that is what we’re automating.” (Galveston’s Office of Emergency Management is “not the POC for the flood sensor operations,” a representative told me; the drainage district oversees the Axonis-Simplicity partnership, and did not return a request for an interview. The mayor of League City, a city 35-minutes north of Galveston that is also managed by the district, has publicly criticized the SI-Ai program as a separate sensor network that duplicates the work of the Harris County Flood Control District.)
Working from the assumption that emergency managers have to parse reams of data in short periods of time — flash floods can rise as much as 10 feet in an hour — Axonis provides what is essentially a chatbot for authorities to query potential decisions ranging from road closures to evacuation notices, based on feedback from the sensors. It stops short, however, of having a dialogue box that pops up to tell operators, EVACUATE THIS NEIGHBORHOOD NOW.
When Barr demoed the program to me, he had the tool configured to create a credit risk review memo for a would-be banking client. (Axonis also has customers in the banking and defense sectors.) The dashboard essentially functioned the same as it would for Galveston County, though, and his investigation returned the kind of simplified, emoji-studded one-sheet that users of large language model-powered AI interfaces would immediately recognize. In this case, the tool identified a “🔴Risk Alert CANDIDATE” — Barr said that would be a particular sensor, in the case of Galveston — and followed it with a summary and bullet-pointed sections breaking down “⚠️Credit Risk Indicators” and “💧Liquidity Position.” (In a screenshot of an example flood report for Simplicity, shared with me, those sections were replaced by “📍Site Location” and “💧Water Level — Last 72 Hours.” I wondered what else was possible: “🌊Historic hydraulic risk”? “💀Vulnerable Populations”? )

The system then takes operators through a four-step decision-making model based on the OODA Loop, a common workflow in military contexts that involves justifying actions through evidence-based observations. “We always keep a human in the loop on these things, at least today in 2026 — though who knows in two or three years,” Barr said. He clarified in a later conversation with me, though, that “Axonis and [AI] tools should never tell you to evacuate now. It should tell you the information you need to make that decision.”
That was a point Barr stressed numerous times during our conversation: That Axonis’ chatbot is intended as a brainstorming tool or sounding board, and one that keeps a careful paper trail, “cryptographically sealing” any eventual decisions for review and attestation later. I likened it to a police body camera, and Barr didn’t dispute the similarities. “It’s an accountability tool,” he told me.
Of course, that means the burden of decision-making still falls on potentially fallible humans. I worried in particular that by sharing the responsibility with AI, human operators might get lazy or fail to properly question a decision the program might be leading them toward, particularly in an instance of hallucinated data. To the latter point, Barr told me that this is part of what Axonis is designed to address. “You can’t just take the sensor data and throw it into Claude and be like, ‘Alright, go make a decision for me.’ You need to set guard rails,” he said.
As to the former point, Barr told me the chat includes a disclaimer reminding its users that AI can make mistakes, and that the company trains its customers on how LLM technology works. “At the end of the day, it’s a tool, not a decider,” he said, although he allowed that it might be used to automatically trigger warning lights, sirens, or barriers, such as closing a flooded roadway.
I also posed the concern about complacency to Ali Mostafavi, a professor who supervises the UrbanResilience.AL Lab at Texas A&M, which researches, among other things, how artificial intelligence might be utilized in emergency contexts. Mostafavi agreed that there is always a risk in cognitive outsourcing, but that there is a “counter-argument that is also valid — that without these technologies, we have seen what can happen. We had the catastrophic floods last year in Kerr County, and if a similar technology had existed back then, an automated system could have identified the flash flood, and many young children would be alive today.”
Still, Barr told me he isn’t aware of Axonis advising in an actual evacuation order yet. While it is operational, the predictive model remains untested against its highest-stakes use case: the extremes of a climate-changed world, where formerly unthinkable outcomes may be one storm away.
“The more we can stress-test these technologies in real operational settings and use that feedback loop to improve the technologies, the better,” Mostafavi said. “But that’s easier said than done, because to have a technology implemented in an operational setting it should already be stress-tested, right?”
Bertha, though, was not that reckoning; the gusty squalls blew through Galveston last week without even disturbing the dinner reservations at the marina. But although it was already back to 90 and sunny by Monday morning on the Texas Gulf, the drainage in Galveston County, as in many places around the country, remains outdated and easily overwhelmed. One day, inevitably, the water will come. Hopefully when it does, someone or something will be watching.
The large renewables developer changes tack “in response to federal energy objectives.”
Trump’s solar freeze is now so tough that at least one renewable energy developer has asked his administration to turn their permitting application into a data center and gas-fired power plant instead.
Renew Development HoldCo – an LLC created by Clearway Energy Group – wrote the Bureau of Land Management in April asking if they could amend their 2021 application to build the Amber solar project, a 500-megawatt solar project in the Nevada desert that would require building on federal land. Their requested change? “[T]o formally remove the proposed solar facility and replace it with the development of a proposed data center and natural gas facility,” according to a copy of the letter I obtained.
“This amendment is the result of a shift in our internal development priorities and an updated assessment of project timing, in order to better align with the goals of our Administration,” reads the letter, which is dated April 3 and signed by Clearway’s chief development officer John Woody. “The data center concept is in exploratory early stages and as such has a longer and more flexible development horizon, and we believe its schedule will better align with the Bureau’s current workload and staffing plans.”
Now, this swap is somewhat shocking but shouldn’t exactly be a surprise. Companies with federal energy leases are struggling to get their renewable projects permitted by a hostile Trump administration. We’ve already seen some offshore wind developers ditch their leases in favor of payouts and commitments to build more fossil infrastructure. Clearway Energy Group is owned by Global Infrastructure Partners and TotalEnergies, the latter of which struck such a deal in March.
But this does appear to represent an aberration for Clearway, one of the nation’s largest operators of renewable energy projects and whose marketing materials primarily focus on “clean energy.” Nearly all of the company’s portfolio is carbon-free power or energy storage generation sans a handful of “flexible generation” energy projects in California, according to an online map of their project pipeline. The company did not disclose in the documents I reviewed if the gas plant itself would power the data center, provide power to the wider grid, or both.
Candidly, I’ve been watching like a hawk to see if Trump’s chokehold on solar and wind permits would lead to more gas infrastructure and data centers on federal property instead. And companies are getting data center permits when they ask to swap out their solar farm for AI infrastructure. On Friday, I reported that a joint venture involving renewables developer Arevon and energy trader Bill Perkins got permission from BLM to switch an environmental permit tied to a solar farm for one allowing a new data center. Environmentalists plan to legally challenge BLM’s determination as they say it’s a test case for the future of federal land policy.
It’s unclear if Clearway would be the one to build and construct this hypothetical data center and power plant. I for one can’t find any evidence of Clearway developing data centers before. My best guess is that if they do move forward with this, it would look like the joint venture I covered on Friday, where Arevon distanced itself from the actual day-to-day operations of the development and a new firm specializing in data centers came in. But that’s just a hunch and there’s a saying about assumptions.
Nevertheless, Clearway is clearly handling the permitting side. Attached to the Clearway letter was an application also sent to BLM for constructing utility and telecommunications facilities on federal lands, a document technically known as an SF299. The application states Clearway considered using solar energy for the data center as well as using private land, but their alternative designs weren’t selected because they had “higher environmental and stakeholder conflicts.”
Also, in a section of the document requesting Clearway provide a “statement of need for the project,” the developer said it was submitting this proposal “in response to federal energy objectives” and specifically cited Trump’s Day 1 executive order which the company said “encourage[d] development of reliable energy projects on federal lands.”
I reached out to Clearway asking for more information on the letter and application. In response, the company claimed the solar project wasn’t being killed – it simply was moved to private land. They also declined to comment on the data center and gas project. Instead, I was provided a statement attributable to an unnamed spokesperson that “while we do not comment on any individual application while it moves through federal approval processes, we are pleased to be advancing more than 4 GW of solar and battery resources in Nevada on private and public lands and expect those projects to deliver tremendous economic benefits to the communities where they’re built.”
“Clearway values its strong working partnership with the BLM, its Southern Nevada office, and also with state and local interests in Nevada. Across all of these relationships, we continuously assess how best to develop and deliver infrastructure that meets needs and aligns with local and national policies and goals.”
Current conditions: Hurricane Genevieve formed into the first major storm of the season, strengthening to Category 4 off Mexico’s Pacific Coast on Sunday but steering clear of any land for now • Hurricane Fausto, meanwhile, is weakening as it heads toward Hawaii • China evacuated hundreds of thousands of people as Typhoon Noul made landfall.

Wildfires in France and Spain forced roughly 300,000 people to evacuate their homes in what the French Interior Minister Laurent Nuñez called an “unprecedented” blaze. In Spain, the central western province of Avila suffered what the broadcaster France24 described as its “worst blaze in recent history” as Prime Minister Pedro Sanchez directly linked the disaster to climate change. By Sunday evening, in France, flames had come within nine miles of the southwestern city of Bordeaux in the heart of the nation's storied winelands as President Emmanuel Macron vowed to “rebuild.” Others saw the disaster as a sign of overdue lifestyle and infrastructure changes in the face of a warming planet. In Le Monde, the newspaper of record, the philosopher Cynthia Fleury and the Socialist mayor of the town of Saint-Médard-en-Jalles, Stéphane Delpeyrat-Vincen, argued: “What is burning is not just forests, but a way of inhabiting the land that is no longer possible.” The fires come weeks after a series of historic heat waves in Europe, including the hottest June on record, which made tinderboxes of parched woodlands.
President Donald Trump last week announced a landmark deal with Saudi Arabia to help build the kingdom’s first nuclear power station, besting the Russians and the Chinese in a race to tap into one of the world’s most coveted new export markets for atomic power technology. While the White House has yet to release all the details on the geopolitically meteoric agreement with Riyadh, sources with knowledge of the deal have confirmed to me what’s been reported elsewhere — that the deal will almost certainly include new large-scale Westinghouse AP1000s. Over the weekend, The New York Times identified another element to the partnership: Trump’s family and personal friends may benefit. The newspaper pointed to ties between a firm owned by Secretary of Commerce Howard Lutnick’s sons and Westinghouse; links between Eric Trump and Donald Trump Jr.’s investments into quantum computing and former Texas Governor Rick Perry’s Fermi America project to build AP1000s in Texas; and suggested that TAE Technologies, the fusion company merging with the corporate parent of Trump’s Truth Social platform, could see potential benefits from the Saudi deal. “There is no evidence at this point that Mr. Trump’s friends or family helped orchestrate the Saudi nuclear deal,” reporters Eric Lipton and Kate Kelly wrote. “Yet a number of the president’s allies and relatives, including members of his cabinet, stand to benefit if his big bet on nuclear power pays off. Certain investors with ties to these deals are positioned to profit, even if the delivery of large new loads of nuclear-powered electricity remains years away.”
The Trump administration is, in fact, making a real attempt at building new AP1000s at home. As my colleague Robinson Meyer wrote last month, a major Department of Energy deal would help utilities buy the parts needed to build more Westinghouse reactors.
Chip giant Nvidia is considering providing a $250 billion backstop to fund OpenAI’s data center project in southern Ohio, The Wall Street Journal reported on Sunday. The deal would guarantee up to half of the capital needed to lease SoftBank’s 10-gigawatt data center to supply computing power to the ChatGPT maker.
GE Vernova’s backlog of orders for gas turbines, meanwhile, now stretches to 2031 and accounts for a cumulative 116 gigawatts of power-producing capacity. In its latest earnings call, covered in Utility Dive at the end of last week, the company posted double-digit revenue and order growth in the division that supplies equipment for gas, hydro, nuclear, and grid facilities.
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Back in February, I told you that Japan was stepping up its efforts to extract rare earths from seabed minerals. On Friday, Tokyo confirmed it had discovered that medium and heavy rare earth elements accounted for about 54% of the rare earths mined from mud recovered from a remote Pacific island, Mining.com reported. The finds come after the government-backed vessel Chikyu sucked nearly 50 metric tons of mud from Minamitori Island, an uninhabited atoll located closer to Wake Island than Tokyo. Heavy rare earths, such as dysprosium, terbium, and yttrium — and medium rare earths such as samarium, europium, and gadolinium — are trickier to process. China controls the market for both categories by a wider margin than for light rare earths. That makes Japan’s discovery so exciting. Separating metals out of the mud could be an easier process than from other ores, potentially supplying the democratic world with a new source of non-Chinese minerals.
When the Biden administration tried putting rules in place for producing clean hydrogen, as my colleague Emily Pontecorvo explained nicely at the time, the regulations posed a problem for efforts to make fuel through nuclear-powered electrolysis. That’s because the incentives to ensure developers built new solar and wind rather than cannibalizing existing grid resources for hydrogen production made it impossible for nuclear reactors to qualify. Companies such as Constellation Energy, which had the nation’s leading experiment in nuclear-powered hydrogen production, protested. It all turned out to be for nought, since Trump ultimately wiped out the tax credits. As with so much nuclear technology that faces political tumult in America, South Korea is moving in to try its hand at hydrogen fuel production. Korea Hydro & Nuclear Power, the country’s state-owned nuclear giant, said it will launch a pilot program to produce hydrogen using heat and electricity from reactors, Hydrogen Insight reported last week.
India, meanwhile, is beefing up its plans for small modular reactors. Earlier this month, I reminded you about New Delhi’s plans to open its nuclear sector to foreign investments after years of icing out all but Russia’s state nuclear vendor. That isn’t to say India isn’t looking to continue building its own indigenously-designed units. On Friday, NucNet reported that the country plans to develop and operate at least five of its own SMR designs by 2033.
Last week, Heatmap editorial fellow Ameya Hadap broke news that Koloma, a startup seeking to spur natural production of hydrogen, had inked a deal to look for gas deposits across 817 square miles of the Philippines’ largest island, Luzon. It’s not the only subsurface search for clean energy. Last week, the country’s Economy and Development Council approved the Philippines’ first financing package to de-risk geothermal investments, Think Geo Energy reported.