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Why Patagonia, REI, and just about every other gear retailer are going PFAS-free.
On the solar siege, New York’s climate law, and radioactive data center
On nuclear tax credits, BLM controversy, and a fusion maverick’s fundraise
On the California atom, Russian nuclear theft, and Taiwan’s geothermal hope
Current conditions: A blockbuster blizzard blanketed the Northeast in up to 2 feet of snow, trigger outages for nearly 500,000 households • Hot, dry Harmattan conditions are blowing into Nigeria out of the Sahara, leaving the capital, Abuja, and the largest city, Lagos, roasting in nearly 100 degrees Fahrenheit • Much of South Australia, the Northern Territory, and Victoria are bracing for severe thunderstorms and flooding.

By the end of this year, U.S. developers are on pace to add 86 gigawatts of new utility-scale generating capacity to the American grid. Just 7% of that will come from natural gas. The other 93%? Solar, batteries, and wind, according to the latest inventory by the Energy Information Administration. Utility-scale solar projects alone will provide 51% of the new generating capacity, followed by batteries at 28%, and wind at 14%. Critics of renewables, such as Secretary of Energy Chris Wright, would point out that generating capacity does not equal generation, and that as has happened recently, gas, coal, and nuclear power may well end up pumping out a lot of the electricity this year. But rapid expansion of renewables and batteries comes largely despite the Trump administration’s efforts to curb the growth of what top officials dismiss as “unreliable” sources of power. Surging electricity demand from data centers has left gas turbines backordered; geothermal plants are still at an early stage; and new nuclear reactors are still years away. That makes solar and wind, already some of the cheapest sources to build, the only obvious options to bring new generation online as quickly as possible. In a sense, Trump may have helped nudge 2026’s boom into existence by phasing off federal tax credits for renewables this year, spurring a rush to get projects started and lock in the writeoffs.
That doesn’t mean the solar, battery, and wind sectors aren’t facing steep challenges. Just last week, Heatmap’s Jael Holzman rounded up four local fights on opposite coasts, including over a big solar farm in Oregon.
California could consider building anything from a large-scale Westinghouse AP1000 to a next-generation microreactor if a new bill to clarify the state’s ban on new nuclear power plants passes into law. On Friday, Assemblymember Lisa Calderon, a Democrat from Southern California, introduced AB2647 to modify the state moratorium put in place in 1976, three years before the Three Mile Island accident, to allow for construction of modern nuclear reactors. The legislation would exempt all reactor designs certified by the Nuclear Regulatory Commission after January 1, 2005. That clears the way for an AP1000, which was approved in 2006, and today is the only new design in commercial operation in the U.S., or any of the new small modular reactors and microreactors now racing to come to market. The bill is bringing together disparate factions in the California legislature. Progressive Assemblymember Alex Lee co-sponsored the legislation, while Senator Brian Jones, the highest ranking Republican in the state’s upper chamber, is backing a Senate version of the legislation.
Since Friday, I can report exclusively in this newsletter, the bill has two new supporters. Patrick Ahrens, a Silicon Valley-area Democrat, has signed on as a backer, and the Sheet Metal Workers union has said it would support the bill. “Pinching myself,” Ryan Pickering — a reactor developer and Berkeley-based activist who helped lead the successful campaign to cancel the closure of the state’s last plant, the Diablo Canyon nuclear station — responded when I texted him to ask about the bill. “California has an epic history in nuclear energy. We built 11 reactors across this state and once envisioned up to 14 gigawatts of nuclear electricity. This technology is part of our inheritance as Californians,” he said. “Assembly Bill 2647 gives California the opportunity to begin building nuclear energy again.”
If you have ever crossed the Queensboro Bridge from Manhattan’s 59th Street over to Long Island City in Queens, you have no doubt seen the Ravenswood Generating Station. The four candycane-colored smokestacks of New York City’s largest power plant, a more than 2-gigawatt facility equipped to burn both fuel oil and natural gas, rise on the lefthand side of the bridge, looming over the East River. Just a few years ago, its owner, LS Power, envisioned transforming the plant through a subsidiary called Rise Light and Power, which aimed to build a large-scale battery hub fed by new transmission lines connecting the facility to nearby offshore wind farms and onshore turbines upstate. Now, as Heatmap’s Emily Pontecorvo reported in a Friday scoop, the company is selling Ravenswood to the Texas energy giant NRG. It’s not yet clear what the sale means for the so-called Renewable Ravenswood plan, which Emily wrote was already “hanging by a thread.”
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Since the start of its invasion of Ukraine, Russia has maintained clear designs on the Zaporizhzhia nuclear plant. Europe’s largest atomic generating station, located in an occupied province of eastern Ukraine, has been offline for the past four years. But, in a bid to shore up on the Kremlin’s desired war prizes as peace negotiations sputter, Russia’s nuclear regulator Rostekhnadzor has issued a 10-year operating license for Unit 2 of the plant. In its announcement, NucNet reported Friday, Rostekhnadzor said the move would open the door to building more Russian nuclear plants in the region. Rosatom, Moscow’s state-owned nuclear company, has submitted an application for an operating license for Unit 6, and aims to do the same for units 3, 4, and 5 by the end of this year.
The neighboring country most eager to contain Russia, meanwhile, took a big step toward building its first nuclear plant. The Supreme Administrative Court in Poland, whose debut facility is going with American technology, rejected an environmental complaint aimed at halting construction of AP1000 reactors at the site on the Baltic sea.
Earlier this month, I told you about Equinor’s plans to scale back its investments in carbon capture and sequestration, despite Norway’s world-leading progress on pumping captured CO2 back underground. Now the Norwegian energy giant is quitting on one of the European Union’s landmark projects to prove hydrogen fuel can be produced at scale using natural gas equipped with CCS. The company last week abandoned a gigawatt-sized blue hydrogen plant in the Netherlands as demand for the fuel stalls. Some may welcome the blue hydrogen recession. As Heatmap’s Katie Brigham wrote last year, a major blue hydrogen plant in Louisiana had been poised to add more emissions than it saved.
Things are looking sunnier in South America for green hydrogen, the carbon-free version of the fuel made from blasting freshwater with enough renewable electricity to separate out H from H2O. Colombia just completed a feasibility study on the country’s first industrial-scale green hydrogen project, set to generate 120,000 metric tons of green ammonia per year at a remarkably low price, according to Hydrogen Insight. At the opposite end of the continent, Uruguay’s 1.1-gigawatt green hydrogen-fueled methanol plant last week lined up a major offtaker that plans to buy the chemical to make lower-carbon gasoline. The purchaser? A fuel company based in a major artery of European trade, Germany’s Port of Hamburg.
Taiwan is in an energy crisis. The self-governing island, whose “silicon shield” against China is predicated on its capacity to manufacture enough energy-intensive semiconductors to be invaluable to the global economy, shut down its last nuclear reactor last year. By exiting atomic energy while struggling to build offshore wind turbines, the government in Taipei has rendered Taiwan almost entirely dependent on imported fuels. In an age when, as Russia has shown in Ukraine, blackouts are key weapons, the People’s Liberation Army need only make liquified natural gas dangerous to ship through the Taiwan Strait to cause blackouts. But geothermal power, development of which stalled out after the 1970s, offers a unique tool for Taiwan. Located on the Pacific Rim, the island has lots of hot rocks. Now it finally has a growing geothermal industry again, too. The CPC Corporation Taiwan said just before Lunar New Year started last week that it had just started generating power from the 5.4-megawatt Yilan Tuchang Geothermal plant. While small, it’s now the largest geothermal plant in Taiwan.
On geothermal’s heat, Exxon Mobil’s CCS push, and Maine’s solar
Current conditions: More than a foot of snow is blanketing the California mountains • With thousands already displaced by flooding, Papua New Guinea is facing more days of thunderstorms ahead • It’s snowing in Ulaanbaatar today, and temperatures in the Mongolian capital will plunge from 31 degrees Fahrenheit to as low as 2 degrees by Sunday.
We all know the truisms of market logic 101. Precious metals surge when political volatility threatens economic instability. Gun stocks pop when a mass shooting stirs calls for firearm restrictions. And — as anyone who’s been paying attention to the world over the past year knows — oil prices spike when war with Iran looks imminent. Sure enough, the price of crude hit a six-month high Wednesday before inching upward still on Thursday after President Donald Trump publicly gave Tehran 10 to 15 days to agree to a peace deal or face “bad things.” Despite the largest U.S. troop buildup in the Middle East since 2003, the American military action won’t feature a ground invasion, said Gregory Brew, the Eurasia Group analyst who tracks Iran and energy issues. “It will be air strikes, possibly commando raids,” he wrote Thursday in a series of posts on X. Comparisons to Iraq “miss the mark,” he said, because whatever Trump does will likely wrap up in days. The bigger issue is that the conflict likely won’t resolve any of the issues that make Iran such a flashpoint. “There will be no deal, the regime will still be there, the missile and nuclear programs will remain and will be slowly rebuilt,” Brew wrote. “In six months, we could be back in the same situation.”
California, Colorado, and Washington led 10 other states in suing the Trump administration this week over the Department of Energy’s termination of billions in federal funding for clean energy and infrastructure projects. In a lawsuit filed in federal court in San Francisco, the states accuse the agency of using a “nebulous and opaque” review process to justify slashing billions in funding that was already awarded. “These aren’t optional programs — these are investments approved by bipartisan majorities in Congress,” California Attorney General Rob Bonta said at a press conference announcing the lawsuit, according to Courthouse News Service. “The president doesn’t get to cancel them simply because he disagrees with them. California won’t allow President Trump and his administration to play politics with our economy, our energy grid and our jobs.”
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If you’re looking for a sign of the coming geothermal energy boom in the U.S., consider this: There is now a double-digit number of next-generation projects underway, according to an overview the Energy Information Administration published Thursday. For the past century, geothermal energy has relied upon finding and tapping into suitably hot underground reservoirs of water. But a new generation of “enhanced” geothermal companies is using modern drilling techniques to harness heat from dry rocks.

If you’re looking for a thorough overview of the technology, Heatmap’s Matthew Zeitlin wrote the definitive 101 explainer here. But a few represent some of the earliest experiments in enhanced geothermal, including the Fenton Hill in New Mexico, established in the 1970s, which was the world’s first successful project to use the technology.
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When Exxon Mobil announced plans in December to scale back its spending on low-carbon investments, the oil giant justified the move in part on all the carbon capture and storage projects poised to come online this year that would vault the company ahead of its rivals. This week, Exxon Mobil started transporting and storing captured carbon dioxide at its latest facility in Louisiana. The New Generation Gas Gathering facility on the western edge of the state’s Gulf Coast is the company’s second CCS project in Louisiana. Known as NG3, the project is set to remove 1.2 million tons of CO2 per year from gas streams headed to export markets on the coast. The Carbon Herald reported that two additional CCS projects are set to start up operations this year.
CCS got a big boost in October when Google agreed to back construction of a gas-fired power plant built with carbon capture tech from the ground up. The plant, which Matthew noted at the time would be the first of its kind at a commercial scale, is sited near a well where captured carbon can be injected. Senate Democrats, meanwhile, are reportedly probing the Trump administration’s decision to redirect CCS funding to coal plants.
In 2019, Maine expanded its Net Energy Billing program to subsidize construction of commercial-scale solar farms across the state. “And it worked,” Maine Public Radio reported last July when the state passed a law to phase out the funding, “too well, some argue.” In 2025 alone, ratepayers in the state were on the hook for $234 million to support the program. Solar companies sued, arguing that the abrupt cut to state support had unfairly deprived them of funding. But this week U.S. District Judge Stacey Neumann denied a motion the owners of dozens of solar farms filed requesting an injunction.
That isn’t to say things aren’t looking sunny for solar in Maine. On the contrary, just yesterday the developer Swift Current Energy secured $248 million in project financing for a 122-megawatt solar farm and the Poland Spring water company went on statewide TV to show off the new panels on its bottling plant. The federal outlook isn’t as bright at the moment. As Heatmap’s Jael Holzman reported in December, the solar industry was begging Congress for help to end the Trump administration’s permitting blockade on new projects on federal lands.
The Trump-stumping country music star John Rich is continuing his crusade against the Tennessee Valley Authority. Months after blocking construction of a gas plant in his neighborhood, Rich personally pressed TVA CEO Don Moul to reroute a transmission line, posting a video Thursday of farmers who opposed the federal utility’s use of the right of way process to push through the project. Rich said Moul “personally told me as of this morning” TVA will put the effort on hold. The left-wing energy writer and Heatmap contributor Fred Stafford summed it up this way on X: “MAGA NIMBY rises, Dark Abundance falls. TVA ratepayers will be paying more for a rerouted transmission project because this country music star threw his support behind a local farmer who refuses to allow the transmission line to cross his land.”