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

Current conditions: It’s heating up in the West, where temperatures could hit triple digits in parts of California’s Central Valley today • Despite a soggy start to Friday in the Northeast, conditions will clear up in time for a warm and sunny Mother’s Day • It’s hot and clear in Kerala, India, where forecasters expect a wetter-than-average monsoon season to begin at the end of the month.
Electrification nonprofit Rewiring America announced Thursday that it is laying off 36 employees — about 28% of its workforce — due to the Trump administration’s clawback of Greenhouse Gas Reduction Fund awards, my colleague Katie Brigham reported. CEO Ari Matusiak wrote in a public letter to his employees that “the volatility we face is not something that we created; it is being directed at us.”
Matusiak added on LinkedIn that since February, Rewiring America has been “unable to access our competitively and lawfully awarded grant dollars,” some $2 billion of which were awarded through the GGRF last year to the organization and four other partners to help decarbonize American homes. The Environmental Protection Agency has tried to rescind $20 billion of the GGRF’s $27 billion in total funding, wreaking havoc “on organizations such as Rewiring America, which structured projects and staffing decisions around the grants,” Katie goes on. Read her full report of the layoffs here.
The acting administrator of the Federal Emergency Management Agency, Cameron Hamilton, was fired on Thursday, one day after defending the existence of the department he’d been appointed to oversee, E&E News reports. Testifying before a House Appropriations subcommittee on Wednesday, Hamilton had told lawmakers that “I do not believe it is in the best interests of the American people to eliminate” FEMA — a response to Homeland Security Secretary Kristi Noem’s remarks that “the president has indicated he wants to eliminate FEMA as it exists today.”
Though Noem swiftly appointed Hamilton’s successor — David Richardson, a senior official at DHS with experience in the Marine Corps commanding artillery units — Democratic Senator Patty Murray of Washington slammed the move, telling Noem, “We have seen an upheaval at FEMA that is going to put lives in jeopardy. We are losing indispensable staff just weeks away from fire and hurricane season.” Hurricane season begins in fewer than 23 days, with the possibility of the first named storm of the year forming before then, and forecasters are also anticipating an above-average fire season. “There is a reason the law requires the administrator of FEMA to have state emergency management experience,” Chad Berginnis, the executive director of the Association of State Floodplain Managers, told E&E News.
The Supreme Court declined this week to hear a pair of challenges brought against Vineyard Wind, the offshore wind farm under construction south of Martha’s Vineyard. The petitions were brought by the fishing industry lobbying group Responsible Offshore Development Alliance, which argued the approval of Vineyard Wind violated protections against ocean users and endangered species, as well as the Texas Public Policy Foundation, which represents Rhode Island fishermen and a seafood company. “We will continue to pursue our goal of shutting down the Vineyard Wind project by filing an administrative petition with the Secretary of the Interior,” TPPF Senior Attorney Ted Hadzi-Antich said in a statement, per The New Bedford Light. To date, Vineyard Wind has — haltingly — installed 32 of the planned 62 turbines, with an anticipated eventual capacity of 806 megawatts.

Energy groups and CEOs are seeking exemptions to the Trump administration’s rule requiring 1% of U.S. liquified natural gas exports to be shipped on American-made, operated, and flagged vessels within four years, with incremental increases up to 15% by 2047. There are 792 LNG carriers worldwide, most of which belong to South Korea and Japan; just five, dating to the 1970s, were made in U.S. shipyards and are not currently in use, Reuters reports.
As a result, energy executives and groups, including the influential American Petroleum Institute, argue that the Trump administration’s rule puts U.S. energy companies at a disadvantage. Exporters “have little control over their ability to comply with [U.S. Trade Representative’s] new requirements but ultimately face the consequences of not doing so,” API CEO Mike Sommers wrote in a letter reviewed by Reuters. Building five LNG tankers in the U.S. by the end of the decade to meet the 1% threshold is not doable, Sommers added, because it takes five years to make such a carrier at one of the two U.S. shipyards capable of such production.
The National Oceanic and Atmospheric Administration announced Thursday that its database of extreme weather events “will be retired” as part of ongoing cost-saving cuts and reorganization at the agency. Though the database doesn’t explicitly focus on climate event attribution, it contains data going back to the 1980s, charting the upward trend of billion-dollar disasters in the U.S., including severe hail, flooding, wildfires, and hurricanes. “This administration thinks that if they stop doing the work to identify climate change that climate change will go away,” Democratic Representative and former meteorologist Eric Sorensen of Illinois told The Washington Post.
Though the Trump administration has made deep and sweeping cuts across the federal government, it has especially singled out climate-related programs and databases. Some grant seekers have been encouraged to reapply with climate-related language removed from their proposals, a rhetorical shift that has also made its way into business branding, as my colleague Katie Brigham and I have covered for Heatmap. In addition to obscuring the picture of how climate change is potentially increasing damage and deaths in the United States, sunsetting the database is also causing headaches for insurance groups and financial risk modeling firms like First Street, whose head of climate implications and co-founder Jeremy Porter told CNN, “without it, replicating or extending damage trend analyses, especially at regional scales or across hazard types, is nearly impossible without significant funding or institutional access to commercial catastrophe models.”
The new pope, Robert Prevost — now known as Leo XIV — is expected to follow in Pope Francis’ footsteps when it comes to calling for urgent action on climate change. Speaking last year, Prevost “reiterated the Holy See’s commitment to protecting the environment, enumerating examples, like the Vatican installing solar panels and shifting to electric vehicles,” Vatican News reports.
Log in
To continue reading, log in to your account.
Create a Free Account
To unlock more free articles, please create a free account.
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.
Sign up to receive Heatmap AM in your inbox every morning:

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.