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:
Instead of rocket fuel, they’re burning biomass.

Arbor Energy might have the flashiest origin story in cleantech.
After the company’s CEO, Brad Hartwig, left SpaceX in 2018, he attempted to craft the ideal resume for a future astronaut, his dream career. He joined the California Air National Guard, worked as a test pilot at the now-defunct electric aviation startup Kitty Hawk, and participated in volunteer search and rescue missions in the Bay Area, which gave him a front row seat to the devastating effects of wildfires in Northern California.
That experience changed everything. “I decided I actually really like planet Earth,” Hartwig told me, “and I wanted to focus my career instead on preserving it, rather than trying to leave it.” So he rallied a bunch of his former rocket engineer colleagues to repurpose technology they pioneered at SpaceX to build a biomass-fueled, carbon negative power source that’s supposedly about ten times smaller, twice as efficient, and eventually, one-third the cost of the industry standard for this type of plant.
Take that, all you founders humble-bragging about starting in a dingy garage.
“It’s not new science, per se,” Hartwig told me. The goal of this type of tech, called bioenergy with carbon capture and storage, is to combine biomass-based energy generation with carbon dioxide removal to achieve net negative emissions. Sounds like a dream, but actually producing power or heat from this process has so far proven too expensive to really make sense. There are only a few so-called BECCS facilities operating in the U.S. today, and they’re all just ethanol fuel refineries with carbon capture and storage technology tacked on.
But the advances in 3D printing and computer modeling that allowed the SpaceX team to build an increasingly simple and cheap rocket engine have allowed Arbor to move quickly into this new market, Hartwig explained. “A lot of the technology that we had really pioneered over the last decade — in reactor design, combustion devices, turbo machinery, all for rocket propulsion — all that technology has really quite immediate application in this space of biomass conversion and power generation.”
Arbor’s method is poised to be a whole lot sleeker and cheaper than the BECCS plants of today, enabling both more carbon sequestration and actual electricity production, all by utilizing what Hartwig fondly refers to as a “vegetarian rocket engine.” Because there’s no air in space, astronauts have to bring pure oxygen onboard, which the rocket engines use to burn fuel and propel themselves into the stratosphere and beyond. Arbor simply subs out the rocket fuel for biomass. When that biomass is combusted with pure oxygen, the resulting exhaust consists of just CO2 and water. As the exhaust cools, the water condenses out, and what’s left is a stream of pure carbon dioxide that’s ready to be injected deep underground for permanent storage. All of the energy required to operate Arbor’s system is generated by the biomass combustion itself.
“Arbor is the first to bring forward a technology that can provide clean baseload energy in a very compact form,” Clea Kolster, a partner and Head of Science at Lowercarbon Capital told me. Lowercarbon is an investor in Arbor, alongside other climate tech-focused venture capital firms including Gigascale Capital and Voyager Ventures, but the company has not yet disclosed how much it’s raised.
Last month, Arbor signed a deal with Microsoft to deliver 25,000 tons of permanent carbon dioxide removal to the tech giant starting in 2027, when the startup’s first commercial project is expected to come online. As a part of the deal, Arbor will also generate 5 megawatts of clean electricity per year, enough to power about 4,000 U.S. homes. And just a few days ago, the Department of Energy announced that Arbor is one of 11 projects to receive a combined total of $58.5 million to help develop the domestic carbon removal industry.
Arbor’s current plan is to source biomass from forestry waste, much of which is generated by forest thinning operations intended to prevent destructive wildfires. Hartwig told me that for every ton of organic waste, Arbor can produce about one megawatt hour of electricity, which is in line with current efficiency standards, plus about 1.8 tons of carbon removal. “We look at being as efficient, if not a little more efficient than a traditional bioenergy power plant that does not have carbon capture on it,” he explained.
The company’s carbon removal price targets are also extremely competitive — in the $50 to $100 per ton range, Hartwig said. Compare that to something like direct air capture, which today exceeds $600 per ton, or enhanced rock weathering, which is usually upwards of $300 per ton. “The power and carbon removal they can offer comes at prices that meet nearly unlimited demand,” Mike Schroepfer, the founder of Gigascale Capital and former CTO of Meta, told me via email. Arbor benefits from the fact that the electricity it produces and sells can help offset the cost of the carbon removal, and vice versa. So if the company succeeds in hitting its cost and efficiency targets, Hartwig said, this “quickly becomes a case for, why wouldn’t you just deploy these everywhere?”
Initial customers will likely be (no surprise here) the Microsofts, Googles and Metas of the world — hyperscalers with growing data center needs and ambitious emissions targets. “What Arbor unlocks is basically the ability for hyperscalers to stop needing to sacrifice their net zero goals for AI,” Kolster told me. And instead of languishing in the interminable grid interconnection queue, Hartwig said that providing power directly to customers could ensure rapid, early deployment. “We see it as being quicker to power behind-the-meter applications, because you don’t have to go through the process of connecting to the grid,” he told me. Long-term though, he said grid connection will be vital, since Arbor can provide baseload power whereas intermittent renewables cannot.
All of this could serve as a much cheaper alternative, to say, re-opening shuttered nuclear facilities, as Microsoft also recently committed to doing at Three Mile Island. “It’s great, we should be doing that,” Kolster said of this nuclear deal, “but there’s actually a limited pool of options to do that, and unfortunately, there is still community pushback.”
Currently, Arbor is working to build out its pilot plant in San Bernardino, California, which Hartwig told me will turn on this December. And by 2030, the company plans to have its first commercial plant operating at scale, generating 100 megawatts of electricity while removing nearly 2 megatons of CO2 every year. “To put it in perspective: In 2023, the U.S. added roughly 9 gigawatts of gas power to the grid, which generates 18 to 23 megatons of CO2 a year,” Schroepfer wrote to me. So having just one Arbor facility removing 2 megatons would make a real dent. The first plant will be located in Louisiana, where Arbor will also be working with an as-yet-unnamed partner to do the carbon storage.
The company’s carbon credits will be verified with the credit certification platform Isometric, which is also backed by Lowercarbon and thought to have the most stringent standards in the industry. Hartwig told me that Arbor worked hand-in-hand with Isometric to develop the protocol for “biogenic carbon capture and storage,” as the company is the first Isometric-approved supplier to use this standard.
But Hartwig also said that government support hasn’t yet caught up to the tech’s potential. While the Inflation Reduction Act provides direct air capture companies with $180 per ton of carbon dioxide removed, technology such as Arbor’s only qualifies for $85 per ton. It’s not nothing — more than the zero dollars enhanced rock weathering companies such as Lithos or bio-oil sequestration companies such as Charm are getting. “But at the same time, we’re treated the same as if we’re sequestering CO2 emissions from a natural gas plant or a coal plant,” Hartwig told me, as opposed to getting paid for actual CO2 removal.
“I think we are definitely going to need government procurement or involvement to actually hit one, five, 10 gigatons per year of carbon removal,” Hartwig said. Globally, scientists estimate that we’ll need up to 10 gigatons of annual CO2 removal by 2050 in order to limit global warming to 1.5 degrees Celsius. “Even at $100 per ton, 10 gigatons of carbon removal is still a pretty hefty price tag,” Hartwig told me. A $1 trillion price tag, to be exact. “We definitely need more players than just Microsoft.”
Log in
To continue reading, log in to your account.
Create a Free Account
To unlock more free articles, please create a free account.
Like gas stations, electric car chargers just have to work.
About 14% of American EV drivers experienced a charging fail last year — that is, they stopped somewhere expecting to charge and just couldn’t get the electrons to flow. That number is headed in the right direction, down from 19% just a year prior. Yet it demonstrates how far we have to go. Just imagine the collective rage if it were a yearly occurrence that one in seven gas car drivers pulled into a service station — maybe the only one for miles — and couldn’t get the pumps to work.
For an electrifying nation, it’s not enough to look at the map of high-speed chargers and see enough dots to get you from place to place. Drivers, especially those considering their first try with an EV, need to believe those plugs are going to work seamlessly and without drama. That makes charger uptime the new competition for America’s high-speed charging providers and a crucial concern for carmakers trying to sell electric cars to a still-skeptical general public.
Take what’s happening at Rivian. During the brand’s ascendance, it has been slowly building out the Rivian Adventure Network. While the system is much smaller than Tesla’s Supercharger network in terms of stations and plugs, it has fast-chargers in strategic locations to ensure Rivian drivers can reach popular destinations and far-flung adventure attractions such as national parks. It also focused on making sure those plugs almost always work.
That’s crucial, because not all charger fails are created equal. Plenty of times I’ve tried to plug into a Level 2 destination charger in a parking structure or at a grocery store, only to be thwarted by a card reader that wouldn’t scan my payment method — or by the requirement to download a whole new app just to charge my car, something impossible to do with the cell service in the bowels of a garage. But those are charging sessions of convenience, times it would be nice to add a few miles during a shopping trip. The DC fast-chargers that make road trips possible have to work, no excuses.
When I asked Rivian cofounder and CEO RJ Scaringe about the network during this month’s first drive event for the R2 SUV, he noted that his and Tesla’s are the only EV fast-charging networks in America to achieve uptime north of 99%, and that he’s not stopping there. “The U.S. needs to have more than one great high-speed network,” he said, “and so we’re continuing to build it and we’re continuing to invest in the development of the hardware.”
Rivian could just outsource fast-charging, as legacy carmakers largely have done. Especially now that Rivians use the Tesla-developed NACS plug that is becoming the industry standard, they can charge easily at any of the legion of Superchargers, as well as at the stations run by third parties such as EVgo, Ionna, and Electrify America. But Scaringe says the continued expansion of Rivian’s network remains a core part of the company’s growth. The brand just opened its 1,000th plug, up from just 700 a year ago, while the network has about 150 total charging locations.
The continued investment makes sense. The more affordable R2 is the company’s do-or-die moment, and as Americans consider buying one as the various versions roll out this year and next, they’ll be greeted by a charging map that promises peace of mind — a growing list of Rivian-branded, high-reliability plugs that open up even the lonely places in America, backed up by thousands of accessible stations built by Tesla and others. (It doesn’t hurt that Rivian’s network delivers not only customer confidence, but also corporate revenue: Nearly all Rivian stations are now open to other brands’ EVs, creating a growing revenue stream as the startup finds its financial footing.)
Meanwhile, the rest of the charging industry is catching up. A report by the EV data analysis firm Paren says that while most U.S. states scored between 85% and 92% for charger reliability in the first quarter of 2025, that range of average performance rose to 90% to 95% in the first quarter of this year. In March, when I talked to Sara Rafalson of EVgo, her company was hard at work on a revised technology to make sessions more reliable and foolproof. That will involve “a completely different site layout, a completely different power sharing technology, a different dispenser, a different user interface, different hardware, firmware, software, the whole thing,” she told me.
All the parts matter. Bad interfaces with clunky software or busted hardware like physical buttons or credit card readers caused plenty of charger-fail chaos in the early days of American EVs. Tesla has created the charging gold standard — plug in your Model Y and it just works — but step outside that vertical integration and even Superchargers become a little annoying, as charging a non-Tesla still means having a Tesla account and navigating deep into their app. And too many American EV drivers know the pain of pulling up to a charger to find all the plugs either occupied or busted. Even if that doesn’t count as a failure in the statistics, it still represents a broken experience.
People have always had their reasons for picking which gas station to go to: They hit the one nearest their home, the one where they have a loyalty credit card, or the one that’s always a few cents cheaper than everywhere else in town. They don’t choose based on whose pumps are the most reliable. The gasoline delivery economy is one of those systems so mature it becomes invisible. But as EV charging comes of age, uptime and reliability might be just as important as price and amenities when it comes to planning out stops along the highway.
Copper and Impulse Labs have taken their patent fight to court.
There’s drama in the niche world of battery-powered induction stoves. The two leading companies in the category — Copper and Impulse Labs — are now suing each other, with Copper accusing Impulse of patent infringement and Impulse hitting back with allegations of false advertising.
The dispute formally began in early April, when Copper filed suit against Impulse for willful patent infringement, alleging that its rival not only copied Copper’s proprietary battery-integration technology, but did so knowingly. Both companies sell high-end induction stoves with built-in batteries, a design that allows them to plug directly into standard 120-volt household outlets — the same kind you would use to charge a phone or operate a toaster — rather than the less common 240-volt outlets that electric and induction stoves typically require. That helps customers avoid expensive electrical upgrades that could add thousands to the installation process while also equipping them with a stove that can run off battery power during a power outage.
According to Copper’s suit, the company started developing its own battery integration tech in 2019. It went on to file its first provisional patent application in March 2021, before formally incorporating as a company the following year. By January 2025, the company had secured three patents for various aspects of its battery-stove integration, and has raised $39 million in venture funding to date.
Impulse, which was founded in 2021, has raised about $25 million, though it has yet to secure patents for its cooktop design. That’s not for lack of trying — while it’s unclear whether the company was familiar with Copper’s tech when it began developing its product, the U.S. Patent and Trademark Office has repeatedly rejected Impulse’s patent applications, citing Copper’s existing protections.
That’s central to Copper’s case. Because the patent office and Impulse reference Copper’s patents in their exchange, Copper says this proves that Impulse was fully aware of its intellectual property, therefore making any infringement “willful.” That designation would substantially increase whatever damages Copper might seek to extract if the company can prove it in court.
When all this came out back in April, Impulse provided a fiery statement to Fast Company, saying “such lawsuits are a common tactic taken by companies that are losing in the marketplace,” referring to the suit as a “PR stunt.” Then last week, Impulse fired back with some claims of its own.
First, it denied Copper’s allegations, raising several standard defenses common to this type of litigation, such as the claim that Copper’s patents are invalid and should not have been issued in the first place. Impulse hasn’t yet provided much detail here — those arguments will likely emerge as the case progresses. So far its counterclaims alleging false advertising are what really pack a punch.
Firstly, Impulse alleges that Copper makes misleading statements about its safety certifications. In its countersuit, Impulse states that it spent “approximately two years and in excess of a million dollars” obtaining Underwriters Laboratories certification for its tech, covering both household electric ranges as well as rechargeable stationary batteries. Yet Copper says on its website that with regards to electric ranges, “UL does not yet certify battery-integrated appliances” — a claim Impulse says can’t possibly be true, given that it went through the process and received certification itself.
Impulse goes on to say that “many states and municipalities have issued laws that require products, including battery-powered electric cooking appliances, to comply with UL standards,” thereby arguing that Copper’s framing misleads consumers into thinking certification isn’t available or necessary. It also contends that while Copper advertises its batteries are UL certified, they actually only hold “recognized component” status — a conditional designation that Impulse argues is incomplete unless the full stove itself is UL-certified — which, as discussed, it is not.
In a statement, Impulse told me, “We believe consumers deserve accurate information when making decisions about the products they bring into their homes. That’s why we’ve brought counterclaims against Copper’s advertising practices which we believe have been deceptive. We’re proud that the Impulse Cooktop is certified to UL 858, the safety standard for household electric ranges, and to UL 1973, the standard for the battery system inside it.”
There’s also the question of tax credit eligibility. Multifamily property owners purchasing stoves with at least 5 kilowatt-hours of integrated battery storage could, at least in principle, qualify for the federal Clean Electricity Investment Credit under Section 48E of the U.S. tax code. This gives buyers a 30% credit for a range of technologies, including energy storage, a category these stoves technically fall into. In theory, such systems could even serve as a grid resource, shifting electricity use away from peak periods or charging when renewable power is abundant.
Copper says on its website that its stoves are eligible for 48E, but Impulse alleges that’s false, pointing to the “material assistance” restrictions that President Trump’s One Big Beautiful Bill Act introduced, which require eligible projects to avoid significant input from countries designated “foreign entities of concern” such as China. Impulse argues that Copper doesn’t meet this standard, asserting that key components of its system — including the battery and housing —- are largely made in China. Impulse, on the other hand, does not claim eligibility for 48E; regardless of where the company gets its components, its smaller, 3-kilowatt-hour battery would prevent it from qualifying anyway.
In an interview, Copper co-founder Weldon Kennedy categorically denied that his company has “been misleading in any way whatsoever,” whether on safety standards, third-party certifications, or tax credit eligibility. In a subsequent statement, the company added, “Copper builds appliances that enable access to clean energy and is working to bring this technology to the market with major appliance makers. We are also taking steps to ensure that this technology is adopted responsibly and transparently. To that end, we cannot support the unlicensed use of Copper’s IP, and we have taken steps to protect it and ensure the progress of the category.”
Neither Copper nor Impulse discloses customer counts, unit sales, or revenue figures. Copper, however, has landed one high-profile commercial deal: The New York Power Authority and New York City Housing Authority have awarded it a $32 million, seven-year contract to provide 10,000 battery-equipped induction stoves to apartments across the city, assuming an initial 100 unit pilot goes according to plan.
It’s unclear whether the competing lawsuits will affect this deal. But the Power Authority’s press release on the partnership does suggest confidence in Copper’s safety certification strategy, stating that the company “will work with industry testing and safety standards organizations, such as Underwriter Laboratories, to achieve certification for novel technologies prior to the pilot phase.”
The climate tech world will be watching closely for Copper’s formal response to Impulse’s counterclaim. Both companies have demanded a jury trial, though any courtroom showdown must come after a discovery process that could stretch on for many months. In the interim however, the litigation adds a new complication — and distraction — for two startups attempting to establish an entirely new appliance category. And whoever comes out on top could ultimately determine who gets to shape the market itself.
Current conditions: Portland, Oregon, just broke a 60-year heat record yesterday, with temperatures topping 95 degrees Fahrenheit • The South Fork Fire in Nebraska's Panhandle has now scorched nearly 40,000 acres • Winds of up to 45 miles per hour are whipping half of Vanuatu’s six provinces.
The price of crude fell to its lowest level in three months Monday after President Donald Trump announced the bones of a ceasefire agreement to end the war with Iran and reopen the Strait of Hormuz. In response to Sunday evening’s news of a memorandum of understanding, which New York Times reporter David Sanger called “more like a table of contents” on yesterday’s episode of “The Daily,” oil prices dropped by nearly 5% on the main European benchmark. Murban crude, the index used for oil coming out of the United Arab Emirates’ biggest port, plunged by 7%.
The truce news comes as GasBuddy data shows national U.S. price averages for gasoline falling by $0.093 over the last week. The national average is down $0.52 from a month ago, though it’s still $0.91 higher per gallon than a year ago. “Average gasoline prices fell in 47 states over the last week, with the national average dropping below $4 per gallon late Sunday for the first time since mid-April,” Patrick De Haan, head of petroleum analysis at GasBuddy, wrote in a post on X. “The decline came as oil prices moved sharply lower in reaction to news of a potential deal between the United States and Iran, though it remains to be seen whether the agreement will hold.”
Americans are rooting for Washington to work out its on-again, off-again effort to overhaul federal permitting on energy infrastructure. That’s according to a new poll from Blue Rose Research shared exclusively with me for this newsletter. Asked about making it faster and easier to build energy infrastructure, 60% of voters said they supported such policy reforms. Another 62%, including half of self-identified Trump supporters, said the president should not have unilateral authority to cancel approved projects, a key Democratic demand in Congress’ bipartisan negotiations. When the survey, taken in late May, asked its roughly 20,000 participants about support for data centers near their homes, the results aligned with Heatmap Pro’s most recent polling. But the poll found that views softened on data centers if companies made concrete commitments to bring electricity costs down.
The findings come as a bipartisan Senate duo introduces legislation to limit the White House’s power to cancel or slow-walk approvals for all forms of energy projects, E&E News reported. On Tuesday, Senators Tom Cotton, the Arkansas Republican, and Catherine Cortez Masto, the Democrat from Nevada, will introduce the FREEDOM Act. While it’s unclear how closely they’re aligned, I reported earlier this year on details of the bill’s House version.
If you’re looking for a sign that American solar is going to keep booming even after the federal tax credits for building and generating power from panels expire in a few weeks, it’s worth taking a look at the Steel River Energy Center. The project in Arkansas aims to add 1.6 gigawatts of solar power and 1.9 gigawatt-hours of battery storage in a two-phase buildout. The California-based developer, Cypress Creek Energy, said last week it had locked down $3.5 billion in financing. A third phase, set to come online in 2029, will round out the total project capacity to 2.5 gigawatts of solar generation and 2.9 gigawatt-hours of storage, making it one of the largest solar and storage builds in the U.S., according to Power Magazine. The entire project is set to use panels produced by First Solar, one of the largest domestic manufacturers in the U.S.
Meanwhile, the long duration energy storage startup Energy Dome inked a deal Monday with Salt River Project to sell the utility that serves the greater Phoenix metropolitan area a 19-megawatt, 10-hour CO2-based battery. As I told you last summer, Energy Dome has a partnership with Google to deploy the technology, which looks something like an indoor tennis tent filled with carbon dioxide that can store energy for far longer without any losses than a lithium-ion battery. The Phoenix project is part of the Google partnership. “Arizona’s sustained growth makes it one of the most compelling energy markets in the country,” Claudio Spadacini, Energy Dome’s founder and chief executive, said in a statement. “At a time when AI growth and rising demand are reshaping America’s energy landscape, the CO2 Battery offers the scalable, dispatchable capacity needed to strengthen U.S. energy dominance.”
Sign up to receive Heatmap AM in your inbox every morning:

The Japanese government is laying out plans to develop potential mining projects in Greenland to meet its demand for rare earths and other critical minerals without relying on China. That’s according to a report in Nikkei over the weekend. As I told you back in February, Japan is stepping up its efforts to secure new mineral supplies, including taking a leading role in establishing a new deep sea mining industry.
A sizable chunk of that $550 billion that Tokyo pledged to invest in the U.S. last year, meanwhile, is headed toward building out an export supply chain for nuclear technology. At least, that’s the latest update Secretary of Commerce Howard Lutnick gave to the Japanese financial newswire last week.
Honda has pumped the brakes on its entire North American electric vehicle effort as the Japanese auto giant stares down its first annual loss since 1957, expected to top $15.7 billion. The move comes less than two years after Honda went all in on the O Series that Automotive Manufacturing Solutions called “deliberately, provocatively unlike anything the brand had previously produced.” Today, the trade publication noted, “every legacy OEM’s electrification strategy is now under scrutiny.”
It’s been a good few days for Rolls-Royce. The iconic British industrial manufacturer just won a deal to build Sweden’s next nuclear plant and joined a United Kingdom-Japanese effort to work on building modern, large-scale, high-temperature gas-cooled nuclear reactors. The deals come less than two months after Rolls-Royce secured a deal with the British government to build its small modular reactors in Britain. “This is another major endorsement of Rolls-Royce SMR’s technology and a significant boost for Britain’s nuclear export ambitions,” Nuclear Industry Association CEO Tom Greatrex, who heads the largest British nuclear trade group, said in a statement. “Coming so soon after its selection by Great British Energy – Nuclear, it underlines the growing international confidence in the technology and the strength of the British nuclear industry.”