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Sparks

Trump Sets a Tuesday Deadline to Start Bombing Iran’s Power Plants

On Abu Dhabi aluminum, Brazil’s offshore wind, and Dominica’s geothermal

Donald Trump.
Heatmap Illustration/Getty Images

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THE TOP FIVE

1. Trump sets a Tuesday deadline to start bombing Iran’s power plants

It’s become a sort of dark ritual for the past two weeks, where President Donald Trump threatens to unleash a bombing blitz on Iran’s power stations — escalating the conflict in a way that mirrors Russia’s campaign against Ukraine. Well, it’s that time again. In a Sunday post on his Truth Social network, the president said Tuesday will be what he called “power plant day,” when the United States military will target Iran’s electrical station in addition to its bridges. “There will be nothing like it,” Trump wrote with three exclamation points, before dropping an F-bomb, calling the Iranian regime “crazy bastards,” and offering a “Praise be to Allah.”

In his past threats, typically postponed by the time markets opened Monday morning, Trump emphasized that the U.S. would target “all” of Iran’s power stations. That would include the Bushehr nuclear plant, Iran’s first and only civilian atomic power station. The plant’s single Russian-made reactor came online in September 2011, just six months after the Fukushima disaster in Japan. Russia’s state-owned nuclear company, Rosatom, was working on expanding the facility with additional reactors when the war began. Rosatom has warned that U.S. and Israeli missiles struck too close for comfort to the Bushehr facility, and criticized United Nations officials for holding Washington to a different standard than Moscow. Russia’s occupation of the Zaporizhzhia atomic power plant and turning Europe’s largest nuclear station into a front line in the war with Kyiv drew widespread condemnation.

2. Abu Dhabi’s big aluminum producer may take a year to bounce back

If only oil and gas were the only commodities choked off from the global economy by Iran’s military at the Strait of Hormuz. There’s helium, urea, and plastics ingredients such as polyethylene. And then, of course, there’s aluminum. Before the war, demand for aluminum had soared to record highs in China, and the U.S. had just begun laying the groundwork for a new smelter. In fact, that deal was between a U.S. company and Emirates Global Aluminum, which, as I reported in January, was looking to expand its footprint in America. Now the Abu Dhabi-based industrial giant has some problems at home. The Middle East’s biggest aluminum producer said the Al Taweelah smelter that went into emergency shutdown last week following damage from Iranian missiles and drones may take as long as a year to restore its full output. The company said Friday that it had completed its initial damage assessment and “is in contact with customers whose shipments may be impacted,” Mining.com reported.

3. Brazil lays the groundwork for an offshore wind industry

Offshore wind is a bit like a mullet. It triggered one hell of a backlash in the U.S. But the Australians embrace it, and now it could get big in Brazil. The government in Brasilia has established the guidelines for regulating offshore wind development, including the rules for designating patches of the coast to energy production and permitting, according to offshoreWIND.biz. Back in January, Australia scheduled its first offshore wind tender for later this year, adding itself to the list of countries looking to establish or expand seaward turbine farms even as the U.S. tries to smother its nascent industry. The Netherlands just put out a tender for a gigawatt of additional offshore wind, Renewables Now reported.

Meanwhile, another of the Trump administration’s multi-pronged efforts to quash the U.S. offshore wind sector is coming in for scrutiny. Last month, as I previously wrote, the Department of the Interior brokered a deal to pay the French energy giant TotalEnergies $1 billion to shut down two offshore wind farms in the U.S. and invest instead in natural gas. Two leading progressives in Congress are now calling for the administration to halt the payment. In a letter sent last week to Secretary of the Interior Doug Burgum, Representative Alexandria Ocasio-Cortez of New York and Massachusetts Senator Ed Markey called the plan “legally dubious.”

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  • 4. BYD has already deployed 5,000 of its newest chargers

    Just a month ago, BYD unveiled newer, faster Flash Chargers, so swift they “basically make recharging your EV as quick as getting gas,” InsideEVs wrote. Now the Chinese automotive giant has already rolled out the next-generation chargers at at least 5,000 stations across China. The buildout comes as BYD races to gain a retail foothold in North America now that Canada has eased its tariffs. As I previously wrote, the company has already selected 20 sites for dealerships.

    5. Chinese wind turbine giant invests $10 billion into green fuels in Ethiopia

    China’s wind turbine giant Mingyang is investing $10 billion into renewables, green hydrogen, and ammonia projects in Ethiopia. The Ethiopian Investment Commission, a government agency, called the deal a “transformative move for the energy sector,” coming a week after the company teased a larger investment at an economic forum in Addis Ababa. Mingyang ranked as the world’s third-largest wind manufacturer by gigawatts last year, as I wrote last month, one of China’s top champions in a growing sector.

    THE KICKER

    Roseau, the capital of Dominica. Du Yanqin/Xinhua via Getty Images

    Dominica is one of the most isolated and underdeveloped island nations in the Caribbean, often called “the nature isle.” So it makes sense that the country’s population of less than 70,000 people would avoid the oil-burning trap that afflicts the power sectors in Cuba and Puerto Rico and skip straight to harvesting renewable energy from beneath the island’s charmingly not-Margaritaville-ified shores. A new 10-megawatt geothermal power plant in the inland town of Laudat has entered “advanced stages of commissioning and has started supplying electricity to the grid,” ThinkGeoEnergy reported.

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    Sparks

    Koloma Strikes New Hydrogen Exploration Deal in the Philippines

    The deal, shared exclusively with Heatmap, is the startup’s third in the oil-importing country.

    A Koloma worker.
    Heatmap Illustration/Koloma, Getty Images

    Hydrogen fuel comes in myriad forms. There’s green hydrogen, which is extracted from water molecules using zero-carbon electricity. There’s blue hydrogen, derived from methane and scrubbed clean by carbon capture. And then there’s white hydrogen. Otherwise known as natural or geologic hydrogen, this type of hydrogen comes directly from naturally occurring deposits in the earth, can accumulate in considerable quantities and concentrations, and is highly energy-efficient to extract compared to manufacturing pathways such as electrolyzers and steam methane reforming.

    It’s a seductive promise, but finding deposits with enough hydrogen to make the economics of exploration work is difficult. That’s where Koloma comes in. The startup uses a bespoke subsurface data set, which its founders developed over 20-plus years, to flag the areas most likely to hold sufficient hydrogen, after which they can extract it for power and derivative fuels.

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    Yellow
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    Data Centers Will Use Enough Electricity to Power Every U.S. Household by 2035

    The latest forecast from BloombergNEF raises its estimate for AI electricity demand by 83%.

    A data center and power lines.
    Heatmap Illustration/Getty Images

    Energy analysts at BloombergNEF predicted last year that U.S. data center electricity demand would reach 106 gigawatts within the next decade. In its latest outlook, released Tuesday, the group increased its forecast by 83%, to 194 gigawatts — enough to light up 150 million homes, or roughly every single household in the country today.

    Even that may be a conservative estimate. If data center developers were to max out the total number of the high-powered chips used to train and operate AI models forecast to be delivered by 2035, electricity demand would reach 229 gigawatts.

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    Microsoft Sustainability Chief Hounded by Protestors at Seattle Climate Week

    “Microsoft, you can’t hide, we can see your dirty side!”

    Melanie Nakagawa.
    Heatmap Illustration/Getty Images, Katie Brigham

    Protestors interrupted one of the final sessions of PNW Climate Week — a conference that brings together climate leaders across Washington, Oregon, and British Columbia — objecting to Microsoft’s rising carbon emissions from data centers and partnerships with oil and gas companies. The company’s Chief Sustainability Officer Melanie Nakagawa was having a one on one conversation with GeekWire climate reporter Lisa Stiffler at Seattle’s City Hall when protestors carrying signs reading “Microsoft’s AI pollutes” and other slogans began shouting from the audience.

    I was there, having just moderated the prior panel on how to finance Washington’s clean energy ambitions. Early on there were some rumblings in the crowd from up front. “Climate leaders don’t build gas pipelines in Moses Lake,” was the first objection I heard clearly. It came shortly after Nakagawa kicked off the conversation by highlighting Microsoft’s partnership with sustainable aviation fuel startup Twelve, which recently opened its first commercial-scale SAF plant in Moses Lake, Washington. The tech giant has supported the project through a strategic investment from its Climate Innovation Fund, as well as an offtake agreement for the fuel that will help offset its emissions from employee travel.

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