THE TOP FIVE
1. Hurricane Melissa intensifies into the world’s strongest storm this year
Hurricane Melissa swirling toward Jamaica. NOAA via Getty Images
Hurricane Melissa has strengthened into a major storm, threatening to make landfall over Haiti, Jamaica, and Cuba as a Category 5 hurricane in the next few hours, with winds up to 180 miles per hour and more than four feet of rainfall. It’s likely to be the strongest storm to hit Jamaica since records started in 1851, with storm surge lapping the coast with waves of up to 15 feet. Already the storm has killed at least six people in the northern Caribbean. Evacuations started on Monday. “This can quickly escalate into a humanitarian crisis where a large number of people are in need of basic supplies such as food, safe drinking water, housing and medical care,” AccuWeather forecasters warned on Monday. “The prolonged nature of impacts can result in entire communities being cut off from aid and support for multiple days.”
2. Historic nuclear deals for NextEra and Westinghouse
The U.S. is just weeks away from reviving a shuttered nuclear plant for the first time, as Holtec International’s Palisades plant in Michigan nears its restart. Once that’s done, the Microsoft-backed project to revive the still-operable reactor at Pennsylvania’s Three Mile Island facility is likely the next nuclear site to come back from permanent decommissioning. Add another to the list. On Monday, Google inked a deal to back the restart of NextEra’s Duane Arnold nuclear plant, Iowa’s only atomic power station. As I reported in this newsletter back in August, NextEra was already considering a restart of the station, which shut down in 2020. It is, as my colleague Katie Brigham wrote in August, the zenith of the "nuclear dealmaking boom.”
The move comes as the U.S. finally embraces large-scale reactors again after years of pegging all future hopes of new nuclear construction on as-yet-unbuilt small modular reactors. On Tuesday, the U.S. government announced an $80 billion deal with Westinghouse to build a fleet of at least eight new power plants with a mix of gigawatt-sized AP1000s and some smaller versions, the Financial Times reported.
3. New York loses its largest battery project
Heatmap’s Jael Holzman has breaking news on New York’s energy future: Swiftsure, a 650-megawatt battery energy storage development planned for New York’s Staten Island, was quietly scuttled in August. Rather than make a public announcement, the developer, Fullmark Energy (formerly Hecate), instead wrote a letter to the New York State Department of Public Service withdrawing the proposal. As Jael wrote, “nobody in Staten Island seems to have known until late Friday afternoon when local publication SI Advance first reported the withdrawal.” The project faced heavy opposition, including from New York Republican mayoral candidate Curtis Sliwa. The campaigns of Democrat Zohran Mamdani and independent Andrew Cuomo did not respond to requests for comment.
In other local news, Heatmap’s Jeva Lange is out with a remarkable new series called The Aftermath, a look at surviving the infernos that are increasingly a fact of life in parts of the U.S., especially out West. The series includes stories on the challenges involved in evacuation, why relocation can be impossible, the stories of wildfires that don’t capture national attention, the limits of what the public knows and doesn’t know about wildfires, and the buffers towns such as the fire-scorched Paradise, California, are trying to establish.
4. U.S. electric vehicle investments plunge by a third
Investments in electric vehicle-related infrastructure, including batteries factories, vehicle assembly plants, and charging stations, tumbled by nearly a third to $8.1 billion in the three months leading to September compared to the same period a year earlier, according to the Financial Times. The analysis, based on data from the U.S. Clean Investment Monitor, found that about $7 billion of planned EV investments were abandoned between April and September. The pullback could define the West’s place in the EV industry for years to come, widening China’s lead over production of battery-powered cars. “We need to … be quicker in development to compete with the Chinese,” Hakan Samuelsson, chief executive of Volvo Cars, told the newspaper. “As soon as you weaken these signals, everything will slow down,” he added, referring to the knock-on effect of policy changes emanating from the White House.
5. Energy Department and OpenAI embrace data center load flexibility
When Secretary of Energy Chris Wright last week directed the Federal Energy Regulatory Commission to fast-track interconnection request for large new energy users, he also endorsed the somewhat controversial idea that big electricity users such as data centers should dial back their operations from time to time when the grid is stressed, Latitude Media’s Lisa Martine Jenkins reported last week. On Monday, ChatGPT-maker OpenAI threw its weight behind the idea. In a letter to the White House’s Office of Science and Technology Policy, Christopher Lehane, OpenAI’s chief government affairs officer, called on regulators to “expand use of curtailable load resources and modernize interconnection policy.” Lehane said “we welcomed the news last week that” Wright had expressed support for the policy. “To strengthen grid reliability and expand capacity for AI and other flexible loads, FERC should allow more demand-side participation in wholesale markets and speed up interconnection for large loads that can curtail,” he added.
The idea has been gaining momentum since Duke Energy researcher Tyler Norris put out a landmark paper in February identifying up to 100 gigawatts of additional load the grid could absorb if data centers simply adopted a policy of reducing power consumption when there was a shortage of electrons. Heatmap’s Matthew Zeitlin called it “one weird trick for getting more data centers on the grid.”
THE KICKER
Carbon removal startup Rewind has launched DMS Georgia, the first commercial-scale carbon removal operation using deep mine storage. It’s the first time a certified carbon credit will be delivered by plant-based carbon in naturally oxygen-free underground environments. The project aims to bury carbon-emitting biomass in environments where the lack of oxygen makes decomposition impossible. By 2030, Rewind aims to remove one million metric tons of carbon per year.
HeatRisk/NWS
Hurricane Melissa swirling toward Jamaica. NOAA via Getty Images
While coal and gas stay static, wind and solar grow as a share of Texas' power. EIA