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Politics

NRC Expected to ‘Rubber Stamp’ New Reactors

On the NRC, energy in Pennsylvania, and Meta AI

NRC Expected to ‘Rubber Stamp’ New Reactors
Heatmap Illustration/Getty Images

Current conditions: Air quality alerts will remain in place in Chicago through Tuesday evening due to smoke from Canadian wildfiresThere is a high risk of a tropical depression forming in the Gulf this weekThe rain is clearing on the eastern seaboard after 2.64 inches fell in New York’s Central Park on Monday, breaking the record for July 14 set in 1908.

THE TOP FIVE

1. Trump admin expects the Nuclear Regulatory Commission to ‘rubber stamp’ new reactors

The Trump administration is putting pressure on the Nuclear Regulatory Commission to “rubber stamp” all new reactors, Politico reports based on conversations with three people at the May meeting where the expectation was relayed. The directive to the NRC’s top staff came from Adam Blake, a representative of the Department of Government Efficiency, who apparently used the term “rubber stamp” specifically to describe the function of the independent agency. NRC’s “secondary assessment” of the safety of new nuclear projects would be a “foregone conclusion” following approval by the Department of Energy or the Pentagon, NRC officials were made to believe, per Politico.

A spokesperson for the NRC pointed to President Trump’s recent executive order aiming to quadruple U.S. nuclear power by 2050 in response to Politico’s reporting. Skeptics, however, have expressed concern over the White House’s influence on the NRC, which is meant to operate independently, as well as potential safety lapses that might result from the 18-month deadline for reviewing new reactors established in the order.

2. Critics slam Trump, McCormick’s Pennsylvania energy event as a ‘moral failure’

President Trump and Republican Senator Dave McCormick of Pennsylvania will announce a $70 million “AI and energy investment” in the Keystone State at the inaugural Pennsylvania Energy and Innovation Summit today in Pittsburgh. The event is meant to focus on the development of emerging energy technologies. Organizers said that more than 60 CEOs, including executives from ExxonMobil, Chevron, BlackRock, and Palantir, will be in attendance at the event hosted by Carnegie Mellon University. BlackRock is expected to announce a $25 billion investment in a “data-center and energy infrastructure development in Northeast Pennsylvania, along with a joint venture for increased power generation” at the event, Axios reports.

Ahead of the summit, critics slammed the event as a “moral failure,” with student protests expected throughout the day. Paulina Jaramillo, a professor of engineering and public policy at Carnegie Mellon, wrote on Bluesky that the summit was a “slap in the face to real clean energy researchers,” and that there is “nothing innovative about propping up the fossil fuel industry.” “History will judge institutions that chose short-term gain over moral clarity during this critical moment for climate action and scientific integrity,” she went on.

3. Meta’s AI buildout will rely on gigawatts of new gas infrastructure

On Monday, Meta founder and CEO Mark Zuckerberg confirmed on Threads that the company aims to become “the first lab to bring a 1GW+ supercluster online” — an ambitious goal that will require the extensive development of new gas infrastructure, my colleague Matthew Zeitlin reports. The first gigawatt-level project, an Ohio data center called Prometheus, will be powered by Meta’s own natural gas infrastructure, with the natural gas company Williams reportedly building two 200-megawatt facilities for the project in Ohio. The buildout for Prometheus is in addition to another Meta project in Northeast Louisiana, Hyperion, that Zuckerberg said Monday could eventually be as large as 5 gigawatts. “To get a sense of the scale we’re talking about, a new, large nuclear reactor has about a gigawatt of capacity, while a newly built natural gas plant could supply only around 500 megawatts,” Matthew writes. Read his full report here.

4. China will likely sell more EVs than gas cars this year

BYD

Electric vehicle sales are currently on track to outpace gasoline car sales in China this year, Bloomberg reports. In the first six months of 2025, new battery-electric, plug-in hybrid, and extended-range electric cars accounted for 5.5 million vehicles sold in the country (compared to 5.4 million sales of new gasoline cars), and are projected to top 16 million before the end of December — both of which put EVs a hair over their combustion-powered competitors.

By contrast, battery-electric cars only accounted for 28% of new-car sales in China last year, per the nation’s Passenger Car Association. But “sales this year have been spurred by the extension of a trade-in subsidy” as well as the nation’s expansive electrified lineup, including “several budget options” like BYD’s Seagull, Bloomberg writes. “China is the only large market where EVs are on average cheaper to buy than comparable combustion cars,” BloombergNEF reported last month.

5. Window heat pumps could revolutionize decarbonization of apartment buildings: report

Window heat pumps are an extremely promising answer to the conundrum of decarbonizing large apartment buildings, a new report by the nonprofit American Council for an Energy-Efficient Economy has found. Previously, research on heat pumps had primarily focused on their advantages for single-family homes, while the process of retrofitting larger steam- and hot-water-heated apartment buildings remained difficult and expensive, my colleague Emily Pontecorvo explains. But while apartment residents used to have to wait for their building to either install a large central heat pump system for the whole structure, or else rely on a more involved “mini-split” system, newer technologies like window heat pumps proved to be one of the most cost-effective solutions in ACEEE’s report with an average installation cost of $9,300 per apartment. “That’s significantly higher than the estimated $1,200 per apartment cost of a new boiler, but much lower than the $14,000 to $20,000 per apartment price tag of the other heat pump variations,” Emily writes, adding that the report also found window heat pumps may be “the cheapest to operate, with a life cycle cost of about $14,500, compared to $22,000 to $30,000 for boilers using biodiesel or biogas or other heat pump options.” Read Emily’s full report here.

THE KICKER

California was powered by two-thirds clean energy in 2023 — the latest year data is available — making it the “largest economy in the world to achieve this milestone,” Governor Gavin Newsom’s office announced this week.

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AM Briefing

Exxon Counterattacks

On China’s rare earths, Bill Gates’ nuclear dream, and Texas renewables

An Exxon sign.
Heatmap Illustration/Getty Images

Current conditions: Hurricane Melissa exploded in intensity over the warm Caribbean waters and has now strengthened into a major storm, potentially slamming into Cuba, the Dominican Republic, Haiti, and Jamaica as a Category 5 in the coming days • The Northeast is bracing for a potential nor’easter, which will be followed by a plunge in temperatures of as much as 15 degrees Fahrenheit lower than average • The northern Australian town of Julia Creek saw temperatures soar as high as 106 degrees.

THE TOP FIVE

1. Exxon sued California

Exxon Mobil filed a lawsuit against California late Friday on the grounds that two landmark new climate laws violate the oil giant’s free speech rights, The New York Times reported. The two laws would require thousands of large companies doing business in the state to calculate and report the greenhouse gas pollution created by the use of their products, so-called Scope 3 emissions. “The statutes compel Exxon Mobil to trumpet California’s preferred message even though Exxon Mobil believes the speech is misleading and misguided,” Exxon complained through its lawyers. California Governor Gavin Newsom’s office said the statutes “have already been upheld in court and we continue to have confidence in them.” He condemned the lawsuit, calling it “truly shocking that one of the biggest polluters on the planet would be opposed to transparency.”

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Red
The Aftermath

How to Live in a Fire-Scarred World

The question isn’t whether the flames will come — it’s when, and what it will take to recover.

Wildfire aftermath.
Heatmap Illustration/Getty Images

In the two decades following the turn of the millennium, wildfires came within three miles of an estimated 21.8 million Americans’ homes. That number — which has no doubt grown substantially in the five years since — represents about 6% of the nation’s population, including the survivors of some of the deadliest and most destructive fires in the country’s history. But it also includes millions of stories that never made headlines.

For every Paradise, California, and Lahaina, Hawaii, there were also dozens of uneventful evacuations, in which regular people attempted to navigate the confusing jargon of government notices and warnings. Others lost their homes in fires that were too insignificant to meet the thresholds for federal aid. And there are countless others who have decided, after too many close calls, to move somewhere else.

By any metric, costly, catastrophic, and increasingly urban wildfires are on the rise. Nearly a third of the U.S. population, however, lives in a county with a high or very high risk of wildfire, including over 60% of the counties in the West. But the shape of the recovery from those disasters in the weeks and months that follow is often that of a maze, featuring heart-rending decisions and forced hands. Understanding wildfire recovery is critical, though, for when the next disaster follows — which is why we’ve set out to explore the topic in depth.

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The Surprisingly Tricky Problem of Ordering People to Leave

Wildfire evacuation notices are notoriously confusing, and the stakes are life or death. But how to make them better is far from obvious.

Wildfire evacuation.
Heatmap Illustration/Getty Images

How many different ways are there to say “go”? In the emergency management world, it can seem at times like there are dozens.

Does a “level 2” alert during a wildfire, for example, mean it’s time to get out? How about a “level II” alert? Most people understand that an “evacuation order” means “you better leave now,” but how is an “evacuation warning” any different? And does a text warning that “these zones should EVACUATE NOW: SIS-5111, SIS-5108, SIS-5117…” even apply to you?

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