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The Quest to Ban the Best Raincoats in the World
Why Patagonia, REI, and just about every other gear retailer are going PFAS-free.
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Why Patagonia, REI, and just about every other gear retailer are going PFAS-free.
The company’s latest sustainability report, shared exclusively with Heatmap, shows that carbon intensity per kilometer traveled has dropped 81% since 2019.
On Trump’s power pledge, America’s offshore nuclear, and Japan’s offshore wind
On NRC moves, Blue Energy, and China’s solar and methanol breakthroughs
Current conditions: The World Cup’s final match between Argentina and Spain is set to take place Sunday in New Jersey, where the thick orange haze of Canadian wildfire smoke is still hovering • Temperatures are soaring to 110 degrees Fahrenheit in Ethiopia’s northeast Afar province • Researchers just categorized the first major dust storm of Arizona’s monsoon season, which struck Phoenix earlier in the week, as a Category 3.

On Tuesday, I told you about the United Arab Emirates’ plan to build a new port to bypass the Strait of Hormuz. Iraq and its oil partners are looking westward. The Financial Times reported yesterday that Chevron and Baghdad are in advanced discussions to form a consortium to build and restore a pipeline network through Syria as an alternate route to export oil. The U.S. oil giant is working with the Los Angeles-based TI Capital and an investment group owned by the Syrian-Qatari billionaire Al-Khayyat brothers, who own a major construction company in the Gulf nation and are, according to Bloomberg, “betting big” on Syria’s post-war reconstruction.
It’s yet another sign that, as my colleague Matthew Zeitlin wrote, it’ll be a long time before the Strait of Hormuz returns to normal operations — especially now that the war is back on.
Just two weeks ago, I told you that the Nuclear Regulatory Commission had proposed both overhauling how it measures the risks from radiation exposure and giving more flexibility to developers to prove their reactors operate safely. Now the agency is continuing its regulatory blitz with another rule, posted Thursday to the Federal Register, to smooth the way for license renewals, speed up approvals to begin construction on certain components and structures at new nuclear plants, and provide more guidance for technologies that use coolants other than water.
In Spain, meanwhile, the country’s Nuclear Safety Council gave the country’s oldest nuclear station, the Almaraz plant two hours west of Madrid, the greenlight to continue operating until 2030, according to NucNet. Currently, the Spanish government is pursuing the world’s only active nuclear phaseout policy. Virtually every country that has phased out atomic energy now regrets it. Switzerland and Belgium already reversed course. German politicians complain constantly about what a mistake it was to quit nuclear power. Taiwan, which shut down its last reactor last year, now wants to reopen at least one. Even Italy, the first country to abandon nuclear energy, is now looking to revive the industry.
Constellation Energy knows a thing or two about what works with nuclear power. So it’s quite notable that the largest operator of civilian reactors in the nation is making a bet on one of the more unique startups hoping to shape the next generation of atomic power stations. Constellation’s venture arm announced a strategic equity investment into Blue Energy, a developer that is pitching itself as a project manager to get small modular reactors built on time and on budget. Unlike most other players in the nuclear game at the moment, Blue Energy isn’t designing its own reactor. The company calls itself “reactor agnostic.” Rather, Constellation said the company would focus instead on building GE Vernova Hitachi Nuclear Energy’s BWRX-300, a 300-megawatt boiling water reactor that is currently one of the leading designs in the U.S. “With demand for near-term power rising, Constellation’s investment will help Blue Energy meet America’s need by making new nuclear development predictable, rapidly scalable, and project financeable for the first time in history,” Blue Energy CEO Jake Jurewicz said in a statement. “This relationship helps us leverage an established operator, proven technology, and innovative, project-financeable deployment models to expand access to nuclear energy.”
Meanwhile, one of the most attention-grabbing startups in the next-generation reactor race is looking at an eye-popping valuation. Led by its 27-year-old CEO Isaiah Taylor, Valar Atomics made waves when it worked with the U.S. military to transport the components for its gas-cooled microreactor by plane. The company is now eyeing a $6 billion valuation, The Information reported last night.
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New York City’s brand-new power line connecting the five boroughs to Quebec’s hydroelectric system is down for repairs in the midst of the summer heat. Hydro-Quebec, the French-speaking province’s state-owned utility, said its teams had “identified a fault with the terrestrial cable” at a location on the U.S. stretch of the route. Governor Kathy Hochul’s office called the outage “unacceptable” in a statement to Gothamist.
Over in Hawaii, Governor Josh Green, a fellow Democrat, signed legislation to adopt a clean fuel standard, making the island state the fifth in the nation to adopt such a policy. The program will come into full effect at the start of 2029, and will use market incentives to reduce the carbon intensity of fuel over time. Texas, meanwhile, is serving as the model for the new bipartisan permitting reform bill my colleague Robinson Meyer broke news of last night.
Chinese panel manufacturer LONGi’s newest solar cell has made a breakthrough in increasing the power conversion efficiency of its panels to 35.5%. That figure was confirmed this week by a European certification test. The cell design is called a crystalline silicon-perovskite tandem cell, which PV Tech described as “widely regarded as a leading technology pathway for next generation” solar panels. A perovskite top cell with a crystalline silicon bottom cell allows the solar panel to tap into both technologies’ efficiencies. By contrast, the efficiency by percentage of energy converted to electricity in thin-film solar cells like those the U.S. manufacturer First Solar sells tap out somewhere in the teens. The more popular crystalline silicon cells that China has dominated have efficiency rates of up to 24%. So LONGi’s announcement represents a significant improvement.
Meanwhile, China’s state-owned pipeline company, PipeChina, successfully shipped two batches of methanol about 125 miles through existing oil pipelines in northwest China. Hydrogen Insight hailed the test as “a record-breaking trial that could transform” a sector long plagued by questions about how to transport fuel. It’s the latest sign, as I told you last month, that Beijing is doubling down on green hydrogen.
Like a Mesopotamian metal merchant of yore, I like to train a keen eye on copper prices in this newsletter. And with good reason: It’s the basic building block of the electrical system, and it’s subject to some wild geopolitical price pressures. Just look at why the price is sliding now. Per Mining.com, the major storms in Chile and the flareup of hostilities in Iran are depressing the market for the metal, which had hit an all-time high earlier this year.
On Hungary’s BYD scandal, seawater uranium, and saving styrofoam
Current conditions: Wildfire smoke tinted the skies orange across the Northeastern United States, rendering the air on New York’s Long Island thick and hazy all afternoon • London is a balmy 83 degrees Fahrenheit today, but new research shows that the number of days topping 86 degrees has quadrupled since the 1980s • Chile declared a state of emergency across 10 regions ahead of a series of major storms.
The resumption of fighting between the United States and Iran over the Strait of Hormuz could hammer energy markets harder than the previous phase of the conflict, as the crude stockpiles governments tapped at a record volumes to avert the worst economic impact of the war are now depleted. That’s the warning oil traders issued to the Financial Times on Wednesday. “We’ve burned through all of the buffers we had. Everything,” one trader said. “All of that’s now gone.” The gloomy assessment came as The Wall Street Journal reported that President Donald Trump has weighed expanding the U.S. military operation in Iran.
The U.S. Energy Information Administration, meanwhile, released its short-term energy outlook for July, in which the agency estimated that global crude oil inventories declined by 5.1 million barrels per day throughout the second quarter of this year, marking a decline above the seasonal average for that period over the past five years. Even before the conflict picked up again, my colleague Matthew Zeitlin wrote that it would be a long time before the Strait of Hormuz returned to normal operations. Don’t hold your breath.

In the steamy final weeks of August 2019, I found myself on Puerto Rico’s southeast shores. Set against the backdrop of the island’s central mountain range with streams that quench its underground aquifers, this sun-soaked coastal plain was coveted by Spanish and American sugar barons for centuries before transforming into a hub for U.S. agribusiness in recent decades. By the time I arrived, the aquifer was facing threats on multiple fronts. The Puerto Rico Aqueduct and Sewer Authority — known as PRASA or AAA in its Spanish acronym — was losing, by some estimates, more than half the water in its system to leakage, forcing the state-owned utility to draw more from aquifers. With the island’s electrical system still in tatters from Hurricane Maria and its debt at crushing levels, PRASA had little capacity to make the upgrades needed to prevent further decline. Meanwhile, local environmentalists accused regulators of providing little to no oversight of how much water industrial facilities drew from their wells. The story I ultimately reported suggested that water would follow electricity as the next major infrastructure crisis. It was just being felt first, at that time, in places like the town of Salinas, where people like Manases Vega — then a 65-year-old with a chronic respiratory illness — lost access to water every two weeks due to rationing.
Now the crisis has indeed spread. Last month, I told you when Governor Jenniffer González Colón called in the National Guard to help after a major water pipeline cracked. More than a month later, El Nuevo Día reported that the ongoing shortages are forcing residents to pay up to $700 per week for water. Businesses are paying up to $3,500 per week to buy enough bottles to cook, clean, and flush toilets. Hotels are spending up to $100,000, the island’s newspaper of record also reported last week. “We were without water for more than 50 days here on Calle Loíza,” Jonathan Collazo, a restaurant owner, said, referring to the popular street with bars and restaurants in Santurce, roughly the equivalent of San Juan’s Williamsburg.
For 12 years, Péter Szijjártó served as Hungary’s top diplomat in the government of former Prime Minister Viktor Orbán. On Wednesday, he announced his resignation from parliament to take a job at China’s top electric automaker. “I have received an extremely honorable offer to fill an international position from one of the world’s leading companies,” he wrote in a post on Facebook. “BYD is one of the greatest automotive success stories of the past twenty years and is also the world’s leading manufacturer of new energy vehicles.” His critics may quibble with the word “honorable.” Szijjártó established his relationship with the company while serving as foreign minister, and his government had planned to provide subsidies to BYD to open its new hub in Budapest. Just a few months ago, CNBC reported that the European Union was investigating labor violations at BYD’s factory in Szeged. Last month, the Hungarian investigative site 444 reported that a worker died at the plant.
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The Department of Energy has granted the startup SuperCritical Materials an exclusive license to commercialize patented technology to extract uranium from seawater. The deal requires the Austin-based company to manufacture and deploy the technology in the U.S. before exporting to allied nations, according to The Northern Miner. The concept of drawing uranium out of seawater has existed for years, an idea that took root before the vast new reserves of the metal were discovered on land. But seawater extraction remained on the agenda in countries without access to mines. When I visited the Philippines in 2024 to report on the country’s nuclear ambitions, I met scientists at the state atomic energy agency who were researching methods to secure a uranium supply from the water. But Ted Garrish, the assistant U.S. secretary of nuclear energy, said “this technology represents a potentially significant contribution to America’s long-term fuel security and industrial competitiveness.”
On Tuesday, New York Governor Kathy Hochul signed an executive order enacting the nation’s first statewide moratorium on data centers. On Wednesday, Michigan Governor Gretchen Whitmer, a fellow Democrat, staked out a different position, unveiling what E&E News called a “package of 10 commitments to ensure companies pay the full cost of construction, operation, power, and water” from new data centers for artificial intelligence. “On my watch, Michiganders have been protected from any rate increases due to data center development and we adopted some of the strongest protections for people and communities, but we need to do more,” Whitmer said in a statement.
“It’s been exciting to see different states — and, to be blunt, to see Democratic-governed states, particularly those in the Northeast and Mid-Atlantic — try to take on the data center boom. It’s good to see them test out ideas, solve problems through legislation, and harness this moment for the public good without strangling the buildout entirely,” my colleague Robinson Meyer wrote yesterday. “For too long, blue states have leaned into a particular economic model, one in which states want to attract varying forms of development but in fact succeed only in creating new suburbs, office buildings, and warehouses.”
It is, according to Bloomberg, “the plastic America loves to hate.” But a new industry group wants to save polystyrene by convincing lawmakers to stop targeting styrofoam. Formed by 17 companies that produce the material, the Polystyrene Recycling Alliance aims to forestall bans by making sure styrofoam is treated as recyclable under state packaging laws. “There’s the narrative that polystyrene is not part of the circular future,” Justin Riney, chair of the alliance and an executive at manufacturer Ineos Styrolutions, told the newswire. “We are adamant that we have the data, and we know that our products are part of the future.”