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A conversation with former congressman Bob Inglis.

Bob Inglis was snorkeling in Australia’s Great Barrier reef in 2008 when he had what he called “an epiphany.’’
The then-Republican congressman from a very conservative district in South Carolina had scoffed at climate change throughout his two terms in the House, but his certainty had begun to give way four years earlier when his son told him, upon turning 18, that he needed to “clean up his act on the environment.’’
The comment stung. Inglis was still thinking about it in 2008 during a congressional trip to Antarctica, where he saw researchers extract ice cores that showed steadily rising levels of carbon dioxide since the Industrial Age began. His belief that climate change was a hoax began to weaken.
It was on another fact-finding trip that Inglis toured the Great Barrier Reef. Alongside the Australian oceanographer Scott Heron, he saw that the once-colorful reef was being bleached and killed by warmer, more acidic waters. It was visible proof of the destructive power of climate change.
Heron, a fellow Christian, talked about the need to save the reef and the planet with such passion, Inglis said, that “I could see that he was worshipping God in what he was showing me. My metamorphosis was complete. I decided that I was ready to act.’’
The next year, Inglis co-sponsored legislation to impose a tax on carbon emissions. That “heresy’’ did not go over well in his district, and he was crushed in the 2010 primary, 71% to 29%. (The bill, meanwhile, never made it out of committee.) “I knew that I was making the right choice,’’ he said. “It’s a choice that I’d make again.’’
His newfound commitment to addressing climate change led him to launch a nonprofit group, RepublicEn, devoted to bringing conservatives into the climate conversation. Today, Inglis tours the country, doing about 100 events a year at conservative groups such as College Republicans, Rotary Clubs, hunting and fishing clubs, and local GOP organizations.
The following interview has been edited for length and clarity.
You’ve talked about how, as a Republican congressman, you refused to accept climate change because the issue was associated with Al Gore, a Democrat. Do you think that what political scientists call “negative partisanship’’ is a major reason why conservatives still resist action on climate change?
Yes, it is. That’s why we need credible messengers who can speak the language of the tribe and who can make the tribe believe that conservative ideas can add something to this conversation. Conservatives have an undeserved inferiority complex on climate and energy. We understand the concepts of negative externalities and market distortion and accountability. Free enterprise — accountable free enterprise — can fix climate change.
You are referring to the libertarian concept of negative externalities, actions that negatively affect other people. Can you explain how it relates to carbon emissions?
When you burn fossil fuels, you’re basically dumping trash into the sky. You don’t pay a tipping fee for putting carbon waste into the atmosphere and contributing to climate change, so there is an implicit subsidy for burning these fuels and belching carbon — in fact, it’s the granddaddy of all energy subsidies.
Take that subsidy away and everything changes. Virtually all coal would be quickly replaced with natural gas and wind and solar and other methods. If you use a tax to set the real price of carbon, the free market will figure out cheaper and better ways to produce electricity. Things will start happening faster. You’ll see more development of hydrogen and better batteries that don’t use lithium to store the energy created by solar and wind. Climate change is an economic problem. Just fix the economics and innovation will happen. That’s the language of conservatism, and it’s how I talk to conservatives about it.
Why do you believe a carbon tax is the best way to bring Republicans aboard?
It is still the most obvious way to solve climate change, and the most efficient. This is an idea that goes back to Milton Friedman in the 1980s, when he said, instead of trying to regulate polluters, tax pollution. Make them pay for their negative externalities. You tax the trash they dump into the sky, just the way we impose a cost for dumping trash on land. It has to be a substantial tax, and it has to be steadily rising to increase incentives to find other forms of energy that don’t turn the sky into a dump for emissions. If you do that, you don’t need tax incentives for solar and wind — the rising cost of fossil fuels will provide all the incentives they need. But you also need to make this tax apply to other nations and the goods they import into the U.S.
How do you do that?
You can put a tax on the carbon produced in goods imported from China. Sen. Bill Cassidy [R-Louisiana] recently proposed a foreign pollution tax like the carbon border adjustment mechanism the European Union has already adopted. We very much welcome this idea because it’s a way of making the transition away from fossil fuels worldwide. Many Republicans say it’s not fair if the U.S. lowers emissions while China can do what it wants. The beauty of a foreign pollution fee is that it addresses this problem in an efficient way. It creates economic incentives for China to reduce its own emissions.
A carbon tax has been talked about for a long time but has gone nowhere in Congress. Do you see any evidence that it’s more politically palatable today?
I think a carbon tax is like the rescue of the banks after the financial crisis in 2008. Until the banks collapsed, bailing out the U.S. financial system seemed impossible. But when the consequences of not doing it became clear, the bailout went from impossible to inevitable without passing through probable.
Several catalyzing events could propel the carbon tax forward. The most likely is the momentum created by the European border adjustment mechanism, which is really a carbon tariff. Companies in the U.S. who deal with Europe are going to be calling their members of Congress and Senators and saying, wouldn’t you really rather collect that revenue for carbon emissions here at home through a carbon tax rather than sending the money to Europe? At some point, the light will go on at the U.S. Capitol — wow, the Europeans are getting a lot of revenue with a tariff on carbon, and we could do that, too. We could do that to China. We could say, the stuff you are selling here, you have to pay a carbon tariff.
Another momentum-maker is our federal debt. If interest rates stay high, interest will really start eating more and more of the federal budget. I have always said that a carbon tax should be revenue neutral, but given what’s happening to the deficit, it could also provide that revenue. Necessity may force Congress to turn to what used to seem impossible.
Could extreme weather provide another incentive?
Yes, there could be some catalyzing climate event that really focuses the mind. I don’t know what it will be. During the civil rights movement, when Americans saw segregated cities turn the police dogs and fire hoses on protestors, it really turned the tide on Jim Crow. We’ve had so much extreme weather that people are getting desensitized to it, but there still might be a catastrophic event that changes people’s priorities.
This year, we’ve already seen some of the most extreme weather and weather-related disasters in recent human history — massive wildfires that darkened skies across the country, relentless heat waves, fierce storms, and destructive flooding. Do you see evidence that this is registering with conservatives?
A lot of people won’t change their minds because of what a scientist says. But experience is different. Experience is a harsh teacher. You can’t argue with the thermometer. You can’t argue with the yardstick showing that sea is rising. You can’t argue with the water coming into your home. In 2010, when I was getting tossed out of Congress, there was a lot of aggressive disbelief in climate change. People told me, I don’t believe in climate change, and you shouldn’t, either.
Right now, it’s quite different. Conservatives say to me, sure, you can switch to clean energy here, but what difference does it make if you don’t get the rest of the world in on this? Why should we do this alone? That’s when I talk about negative externalities and a carbon tax, and imposing a carbon tariff on China and other countries. That changes their perspective.
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What do you say to The Wall Street Journal conservatives who concede that climate change is occurring but insist that it’s less disruptive and cheaper to invest in adaptation to a hotter, more extreme climate?
Adaptation is a defeatist argument. Good luck building a seawall in Miami-Dade, for example. As sea levels rise, the water there is coming up into streets through the porous bedrock under that area. In South Carolina, go to coastal areas and you’ll see the big stands of pine trees dying because of salt water intrusion. In Montana, the forests are now filled with dead and dying trees because bark beetles that used to die in the winter now survive and go on attacking the trees year-round.
Adaptation won’t work in many places where people are going to lose what they love. It won’t work in New England when maple trees no longer produce maple sap for syrup because the winters are too warm. It won’t work at ski resorts that no longer have snow. When you stop arguing and pay attention to what you’re losing, you start saying, wow, how do we fix this?
Polls show there is still a big partisan divide on climate change. Do you think that can change?
The problem is no longer a lack of information. People can see what is happening. The problem is a lack of validation, and it’s a lack of hope. We need validation from conservative leaders that climate change is obviously real, and that we obviously need to do something about it. And we need to show conservatives that the free enterprise system can provide solutions once we get the true cost of carbon right.
If you keep telling people about all the terrible things happening and that we’re all hosed, it’s depressing. It makes people say, I don’t want to work with you. But if you can come to conservatives and say, we can light the world with new energy sources, and we can have more energy and more freedom and more manufacturing and more jobs — we can have a better world if we act on this. We can have true energy independence, so we don’t need to depend on energy from authoritarian regimes who chop journalists up into pieces. I’d like to be free of those people. I’d like to able to say to the Saudis, we don’t need your oil. Why don’t you see if you can drink that stuff?
The current Republican presidential field is not validating that climate change needs to be addressed.
In the first debate Nikki Haley did say climate change is real, but immediately pivoted to talking about how China and India have to lower their emissions, too. That’s a step forward, but it’s not enough. In 2018, when Republicans lost the House, it dawned on then-Majority Leader Kevin McCarthy and some other Republicans that you can’t win suburban swing districts with a retro position on climate change. So McCarthy convened a special Republican conference on climate, and the takeaway was, we need to get with it.
Polling data shows a majority of young conservatives and young evangelicals want action on climate change, and if you want to win in 2024, 2028, and 2032, you need to have a plan that you can talk about. But then Trump decided to run again, and he’s doubling down on climate disputation, and everyone in the party is afraid of the Death Angel. Trump can’t get anyone elected, but if he comes after you, he can get you killed in a primary.
But even if Trump wins, he will be a lame duck by 2026, and then the party is going to ask, where do we go next? My prediction at that point is that Republicans will be tired of reruns of the Trump show and will want a fresh approach that can win over young voters and suburban voters. And if he loses in 2024, that’s when you’ll have the reevaluation.
You’ve said of climate change, “We’re all in this together.’’ That sounds progressive — maybe even vaguely socialistic. Does that message resonate with conservatives who are suspicious of collective action?
[Laughs.] Maybe I should examine that statement more closely. But as a person of faith, I think it is just obvious we are literally in this fight together.
I think you can summon all Americans to a higher cause. I think if we can assure conservatives, I’m not trying to cancel you, and you have ideas to contribute to this discussion about the power of economic incentives, free enterprise, and innovation. You have to make conservatives feel that they have something important to contribute.
You have to make them feel they have something to gain from the solutions. If you the United States makes a bold move on carbon taxes and tells China and other nations, you have to pay a carbon tariff on the stuff you export to us, then it becomes an international effort to curtail emissions. Then conservatives start saying, we’re really talking about realistic and fair solutions. That’s when you can say, we need to take action because we do not want to lose this amazingly beautiful planet. That’s when you can say to them, we’re really all in this together.
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A conversation with anti-tech extremism researcher Mauro Lubrano on Sam Altman, Tesla protests, and 5G.
A spate of headline-grabbing attacks motivated by anxiety over artificial intelligence have rattled nerves across the U.S.
On Friday, I wrote a story about whether developers should be worried about violence after a shooting in Indiana targeted a city councilman who had voted in favor of a local data center. Almost at the same time the story published, news broke that an attacker had attempted to firebomb OpenAI CEO Sam Altman’s house. On Monday, the Justice Department filed charges against a 20-year-old from Texas for allegedly throwing a Molotov cocktail at the AI executive’s house. The Houston Chronicle reported that the individual charged had a Substack where they posted several anti-AI screeds; while I have reviewed the blog and can verify it exists, I cannot confirm the author’s connection to the individual charged.
As if that wasn’t enough, just days after the alleged firebombing, two people shot at Altman’s house.
To attempt to make sense of such chaotic brutality, I spoke with Mauro Lubrano, a lecturer at the University of Bath in the United Kingdom and author of the new book Stop the Machines: The Rise of Anti-Tech Extremism. Lubrano has for much of his career studied the rise of a global decentralized movement against tech infrastructure, including energy and transportation systems. Last year, for example, he published a detailed examination of the spate of attacks against Tesla vehicles, dealerships, and factories, calling them “insurrectionary anarchism” rooted in “anti-tech extremism” that “spans multiple ideologies — from eco-extremism to eco-fascism.”
Lubrano and I discussed how a prevailing pessimism about the future, AI acceleration, and climate anxiety is making people more likely to launch physical attacks on devices representing a perceived techno-apocalypse. Lubrano said we should expect more people to attack things linked to electricity itself, and that the solution to the violence is not eco-modernism or optimistic thinking, but rather society finally working through the hard questions raised by AI, climate change, economic inequality, and the other ills vexing so many today.
The following conversation was lightly edited and condensed for clarity.
We’ve seen these movements against tech infrastructure — attacks, threats — for a while. The concept goes back a long time. For a lot of folks in the U.S., there’s analogues here ranging from the assassination of the UnitedHealthcare CEO to ecoterrorism attacks on pipelines and other forms of energy infrastructure. How would you characterize the forces driving these recent attacks on executives and politicians supporting AI data centers?
When we look at anti-technology violence, we tend to see two main patterns of violence: attacks on tech executives, personalities, and so on; and attacks on critical infrastructure. This is related to a worldview that technology is not a collection of individual devices, but part of an interconnected system. Some anti-tech extremists will refer to the “mega-machine,” one that has three main manifestations. There’s an ideological one — the general idea that progress is inherently good. There’s the material manifestation, which is the technologies we interact with every day. And there’s the human component. People become cogs. So by targeting cogs in the machine, you contribute to the collapse of the machine itself.
There’s a propaganda element to all of this, too, targeting individuals who for one reason or another are prominent so it sends shockwaves to the tech community, to make some people change minds or join them in their anti-tech fight, or to just deter people from pursuing research on technology.
Then there’s also critical infrastructure. It comes back to this vision of the mega-machine, where instead of targeting individual technologies you target those critical for the machine to function. They want to strike those first because they will create a domino effect, where they affect all the technologies and the collapse of the system. You will find the attacks tend to cluster around specific targets.
How do you define technology here? Do you mean any kind of tech application? I’m hearing what you’re saying and thinking this may apply to more than AI.
Oh, of course. It’s not just AI. When these people think of technology they are not just thinking of devices but know-how, the ideology of progress, of social forces shaping society and how it works and how labor is organized. Technology is a complex entity, in a way.
In the early 2010s, for example, you saw attacks on facilities after the Fukushima Daiichi disaster. More recently, you had attacks on companies making semiconductors and microchips, so if you take out microchips you cripple the system. And data centers have been discussed for quite some time — I wouldn’t be surprised if we see something happen there, as well. It’s about identifying technologies that all other tech depends on.
There’s an argument some of them make that there’s only one technology all the other depend on, which is electricity. That’s why we’ve seen attacks on power plants, on different targets related to power.
Are you speaking about organized groups? Discussions and forums? I’m sure you’re referencing people you know of, but help us get a better understanding.
When we look at the violent side of the coin we need to acknowledge first that these networks, these movements, reflect trends we’ve seen in political violence over the last few decades, trends that show us we’re in a post-organizational era of political violence. We have names, we have acronyms, but these names are not as important as they used to be. These are decentralized networks, often leaderless, that operate without solid hierarchies or chains of control. We’re not talking about organizations like Al-Qaeda or the Irish Republican Army. We’re talking about networks in which militants often do not know each other because they interact online.
Some of the networks that have been involved in these kinds of attacks are the Informal Anarchist Federation. It formed in 2003 in Italy and became a global entity around 2011. There’s the Conspiracy of Fire Nuclei, which emerged in Greece and then became international. And then there’s a series of ad hoc groups that have emerged over the decades, sometimes who are only known because they’ll release a communique after an attack. Like there’s Vulkan Group, which has carried out a series of attacks on Tesla factories in Germany. Or Individualists Tending to the Wild.
An affiliation to a network is not motivated by gaining material or support or leadership. It’s almost an identity factor because again, when these individuals carry out attacks on their own, they don’t rely on existing networks for support. They might also only be around for one or two attacks because it’s not the group that matters — it’s the network.
Is it just the rise of modern technology driving this violence? Are there other factors at play inciting events, creating this current wave of attacks?
One of the remarkable qualities of anti-tech extremism is that it’s quite flexible. The way this decentralized system works, especially on the anarchist or eco-extremist side, is one side will carry out an attack in a communique they publish online and then make a call for similar attacks on similar targets. Whether or not attacks occur is up to others in the network. If a campaign is considered not really appealing, this might not take place. If instead it’s deemed appealing, you’ll see more attacks.
Last year there was a campaign a French group started called Welcome Spring, Burn a Tesla, which resulted across Europe in a lot of Tesla dealerships being torched. There was some confusion because there was also a campaign against Elon Musk and Tesla, but that wasn’t carried out by people motivated by anti-tech violence, but instead Musk’s role in the U.S. government.
There can also be things people say that incite. In this case, there was an interview recently where Sam Altman basically said if AI is going to steal all the jobs, then maybe those jobs weren’t “real” in the first place. That type of statement is likely to make a few people annoyed. It’s hard to consider what type of development might constitute a catalyst for violence.
I’m struck by the way you’re describing this movement and the rhetoric and signals. I think about Alex Jones and, for example, the idea that 5G is going to brainwash people on behalf of globalists. Do you see anything in global politics providing kindling to this fire?
This is an interesting question because conspiracy thinking is widespread amongst these groups, that there’s this obscure force at work determining outcomes. But on the other hand it depends. In certain groups of people, there’s such a rejection to anything conventional that you’d find disagreement between those people and the political figures. In others, you might argue influencers or politicians who spread rumors about COVID vaccines or 5G that this idea resonates. For example, I don’t see anarchists paying attention to what a politician says because they’re a part of the problem to begin with.
What can be done to counterbalance this? Is there an oppositional force against this rising tide of anti-tech violence? I’ve been stunned to see the absence of any widespread outrage online at what’s transpired so far. Almost all the commentary has been “good, I’m glad this is happening.”
I’m not surprised you’re saying this about the commentary. I’ve been researching violence for years now, but this is the first time I’ve seen the narratives of extremists reflecting some objective concerns amongst people. It doesn’t mean all those other people are participating in the violence themselves, but concerns about AI are real. People are afraid and scared of these developments they don’t understand. But what they do understand is that it’ll have impacts on their lives, to the extent they’re able to comprehend it.
I think demonizing these concerns driving the violence would be a very foolish thing to do. It’ll confirm narratives of surveillance and control.
Right. I mean, some of these are valid concerns. Water, electricity, job loss, surveillance. All of that. But if demonizing this isn’t the right call, what can be done?
Short term, don’t securitize these concerns but do something to limit the violent manifestations. Most of the solutions will be long term. That’s not what people want. People want solutions with immediate effect.
You can divide the solutions into two groups. The first one is, stakeholders and those who develop technologies have to be responsibilized. Going back to that Altman interview, these kinds of comments are not doing us a favor in trying to solve the violence — not to mention other stakeholders can be even more incendiary. You can also limit the problem in how the technologies are used. If we see AI is used to monitor people at protests and demonstrations, acquire and execute attacks in warfare, it can only get worse from here. These applications of AI don’t do us a favor.
Then on a philosophical level, we all need to change the way we relate to technology. We need to go from a position where we think, “What does this allow me to do?” We need to instead think, “Within those activities, let’s select those that will further our connections with one another and with nature.”
What about eco-modernism? Techno-optimism? Are those ideologies solutions or antidotes? Or are they inadequate to address the sheer degree of pessimism and anxiety driving this violence?
From what I can see, doomerism and pessimism is now so widespread that I don’t think those ideologies can work. A lot of people in younger generations believe we are doomed. They believe climate change is going to ruin our lives. There’s wars, geopolitical conflicts. We’re stuck with dystopian visions of the future. This isn’t confined to anti-tech stuff, so therefore optimism has very limited effects.
What gives you hope?
That’s funny because I’m working on a project that concludes there’s no hope.
I didn’t think that was going to be a hard question.
There’s a growing acknowledgement that people may be too dependent on technology. Hopefully we’ll manage to be less dependent on technology and more conscious of what it’s doing to us. An awareness that AI has tremendous environmental impacts.
With acknowledgement is where you need to start. That’s the little hope I have.
Current conditions: A wave of summer heat is headed for the East Coast, with midweek temperatures surpassing 90 degrees Fahrenheit in Washington, D.C. • Guam and the Northern Mariana Islands are bracing for winds of up to 190 miles per hour as Super Typhoon Sinlaku bears down on the U.S. territories • At least 30 people have died in floods in Yemen, which just recorded its highest rainfall in five years.
The Trump administration is holding up some funding for grants at the National Oceanic and Atmospheric Administration, The Hill reported. On April 1, the University of Colorado put out a statement saying that a federal pause on funding had put scientists who collect data about the atmosphere “at risk for elimination” after the White House Office of Management and Budget had “not released these funds.” The university’s Cooperative Institute for Research in Environmental Sciences said that roughly 30 days before running out of funds to pay scientists, “we were informed that NOAA has put a pause on all grant actions.”
As I told you back in December, the Trump administration is also working to dismantle the National Center for Atmospheric Research in Colorado, an institution credited with many of the biggest scientific breakthroughs in our understanding of weather and climate over the past 66 years since its founding. In a post on X at the time, Russell Vought, the director of the White House’s Office of Management and Budget, called the institute “one of the largest sources of climate alarmism in the country,” and said the administration would be “breaking up” its operations.
Secretary of Energy Chris Wright is scheduled to testify Wednesday morning before the House Committee on Appropriations to defend the White House’s latest budget request for his agency. He’s not the only chieftain of a federal agency with relevance to Heatmap readers who’s coming before Congress this week.
U.S. Customs and Border Protection plans to launch the first phase of what’s called the Consolidated Administration and Processing of Entries tool in the agency’s automated commercial secure data portal to allow companies to request refunds of Trump administration tariffs the U.S. Supreme Court ruled unlawful earlier this year. Solar companies are among the thousands of American businesses that filed complaints with the U.S. Court of International Trade for refunds prior to the Supreme Court’s ruling. Those, according to Solar Power World, include American Wire Group, Canadian Solar, GameChange Solar, Fluke, Hellerman Tyton, Kinematics, JA Solar, Jinko Solar, Longi, Merlin Solar, Qcells, and Trina Solar.
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Established in early 2021, California Community Power is a quasi-governmental organization formed out of nine power providers across the Golden State. On Monday, the agency inked a series of deals with geothermal power developers to expand what’s widely considered one of the most promising clean-energy sources for California, which has some of the continent’s best hot-rock resources. XGS Energy, the Houston-based startup promising to build next-generation closed-loop geothermal systems, announced a deal to build 115 megawatts of power in the state. Zanskar, the geothermal company using AI to locate untapped conventional geothermal resources, also signed an agreement with the agency.
Zanskar in particular ranked among the most promising climate-tech startups on the U.S. market in Heatmap’s poll of experts earlier this year. The company last year announced its biggest find yet, Heatmap’s Katie Brigham reported last year. XGS, meanwhile, is drawing support from the nuclear industry, as I previously reported for Heatmap.
The developer behind a major Massachusetts offshore wind farm is suing its turbine manufacturer in a bid to keep the company from backing out of the project. By February, the Vineyard Wind project off Cape Cod had installed 60 of the project’s 62 turbines, as I reported at the time. Yet the parent company behind GE Renewables, the maker of the project’s turbines, said “it would be terminating its contracts for turbine services and maintenance at the end of April,” the Associated Press reported. GE Vernova, the parent company, says Vineyard Wind owes it $300 million already.
The war in Iran is taking a toll on Central African minerals. Miners in the Democratic Republic of the Congo are curbing output of copper and cobalt as the war cuts supplies of sulfuric acid needed for leaching minerals out of rock, Reuters reported. Mine managers are reducing cobalt production to conserve chemicals.
The deal represents one of the largest public-private partnerships in the history of the national labs.
I’ll admit, I thought I might be done covering fresh fusion startups for a while. In the U.S., at least, the number of new industry entrants has slowed, and most venture capital now flows towards more established players such as Commonwealth Fusion Systems and Helion. But in February, a startup called Inertia Enterprises made headlines with its $450 million Series A raise. It’s aiming to commercialize fusion using the physics pioneered at Lawrence Livermore National Laboratory, the only place yet to achieve scientific breakeven — the point at which a fusion reaction produces more energy than it took to initiate it.
That achievement first came in 2022 at the lab’s National Ignition Facility in Berkeley, California. On Tuesday, Inertia announced that it’s deepening its partnership with Lawrence Livermore, creating one of the largest private sector-led partnerships in the history of the national lab system. This collaboration involves three separate agreements that allow Inertia to work directly with the lab’s employees on research and development, while also giving the startup access to nearly 200 Lawrence Livermore patents covering fusion technology.
The startup’s team isn’t merely a group of enthusiasts galvanized by the national lab’s fusion milestone. Alongside Twilio’s former CEO Jeff Lawson and fusion power plant designer Mike Dunne, Inertia’s other co-founders is Annie Kritcher, a senior employee at Lawrence Livermore who has led the physics design for NIF’s fusion energy experiments since 2019.
“We’re not starting from zero,” Kritcher told me, putting it mildly. “And that was really, really important to me when I decided to co-found this company.” Or as Lawson told me after the company’s fundraise in February, “the government put 60 years and $30 billion into NIF trying to get that thing to work.”
The technical approach pursued by Lawrence Livermore — and now by Inertia — is called inertial confinement fusion. In this system, high-powered lasers are directed at a millimeter-scale pellet of fusion fuel, typically a mixture of the hydrogen isotopes deuterium and tritium. The laser energy rapidly compresses and heats the pellet to extreme temperatures and pressures, driving the nuclei to fuse and releasing enormous amounts of energy. But NIF didn’t build its system for commercial purposes. Rather, its primary mission is to support the domestic nuclear weapons stockpile by recreating the extreme conditions inside a nuclear detonation, allowing scientists to study how U.S. weapons perform without conducting explosive tests.
To translate the lab’s research into a commercially viable device, Kritcher explained, Inertia must significantly increase the lasers’ efficiency and power output, targeting a system roughly 50 times more powerful than existing lasers of its class. The startup is also working to scale production of its fusion targets to drive down costs and enable mass manufacturing.
Inertia is not the only company attempting to commercialize this general approach, however. Back in 2021, as Lawrence Livermore moved closer to its breakeven moment, the future founders of the startup Xcimer Energy were taking note. Convinced that the fundamental physics of inertial confinement had been proven, they thought, “if we’re going to do this, we have to do it now,” Xcimer's CTO, Alexander Valys, told me a few years ago. He and his co-founder quit their day jobs, and Xcimer went on to raise a $100 million Series A round in 2024. Others joined in on the hype, too — the Fusion Industry Association reports 13 fusion companies that were founded or emerged from stealth between summer 2022 and summer 2023, a record for the sector.
Kritcher told me that none are adhering as closely to NIF’s successful design as Inertia. “There are fundamental technical differences between us and the other laser approaches,” she told me, explaining that while Xcimer and others are using broadly similar methodologies to produce a hot, dense plasma, the underlying physics behind their plan diverges significantly. Xcimer, for instance, is developing a novel laser architecture that hasn’t yet been demonstrated at scale, along with a different fuel capsule design than the one validated by NIF.
Kritcher will be allowed to continue her work at the lab thanks to what the company describes as a “first-of-its-kind agreement” enabled by the 2022 CHIPS and Science Act, which allows scientists at the national labs to participate in commercialization efforts with the goal of accelerating the transfer of knowledge to the private sector.
For the fusion engineer, it’s the ultimate dream come true. She first arrived at Lawrence Livermore as a summer intern in 2004, just before her senior year at the University of Michigan, and “fell in love with the lab and the NIF project,” which was still under construction at the time. She opted to attend the University of California, Berkeley for her masters and PhD in nuclear engineering so that she could continue her work there.
“I was starstruck by the possibility of fusion energy and [it having] such a big impact on humanity, and that really kept me going for a long time,” she told me. But after the NIF facility was finally completed in 2009, it failed to achieve ignition by its initial 2012 target.
By then, Kritcher was a postdoctoral fellow, and attention at NIF began to shift toward supporting the nation’s nuclear stockpile. Fusion energy was “always in the back of my mind, driving me day to day,” she said, “but you sort of forget about it, and you lose a little bit of that excitement and spark.” Under her guidance, NIF ultimately reached that watershed moment, which has since been replicated numerous times. And when it did, "it just reopened all those old inspirational feelings and motivations and excitement and it was like a 180 turning point where we all just go, oh, fusion energy is possible again with this approach.”
Many of the lab’s employees feel similarly, she said, and this close collaboration will allow some of the nation’s foremost experts in inertial confinement to work with the startup across a range of technical capabilities, including “the laser side, the target fabrication side, the simulations team side, the code development side, our physics design side,” Kritcher enumerated.
Inertia is looking to bring its first pilot plant online in the “2030s to 2040s,” she told me. By contrast, Commonwealth Fusion Systems — the most well-capitalized company in the sector — plans to connect its first plant to the grid early next decade, while Xcimer is targeting 2035. Kritcher is unfazed, though. While she acknowledges that other companies might complete their facilities sooner, she argues that Inertia still has an upper hand given that NIF effectively serves as the startup’s demonstration plant, something no other company has built.
Not to mention that all of the sector’s projected timelines remain highly speculative. There are serious technical and economic challenges that would-be fusion energy companies will have to overcome — Inertia not excepted — and the industry’s status 10 years down the line remains anyone’s guess. What’s crystal clear, however, is that a serious new contender has entered the race.