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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.”
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The Pacific Northwest has become the unlikely vanguard in the movement to protect renters from extreme heat.
Washington State’s 2026 legislative session ended not with a bang, but with an alarm. On a drizzly mid-March evening before adjourning for the year, lawmakers filed out of the capitol having narrowly averted a special session over a data center tax break bill. “Someone or something” had set off the rotunda’s fire alarm, according to a local news outlet; returning after the brief delay, legislators cast their final vote, approving the state’s $79.4 billion spending plan.
The alarm was, in many ways, a fitting end to the state’s adrenaline-pumping 60-day short session, which saw 1,669 new bills introduced. Most were DOA due to time and ever-present budget constraints. Among the casualties was HB 2265, a bill to “protect tenants from periods of extreme heat” by extending a landlord’s responsibilities to include adequate cooling in rental units alongside the usual standbys of basic habitability, heat and hot water.
Had the law passed, Washington — somewhat bizarrely — would have gone further than any other state in the country in pushing landlords to provide air conditioning or a similar cooling system to their renters. While such laws might be expected in places like California, Nevada, or Arizona (which comes closest by requiring landlords to maintain ACs that are already installed), in Washington, the largest city, Seattle, was in fact the least air-conditioned metro area in the country until 2021, and remains second only to San Francisco.
“A lot of people think of the Pacific Northwest as mossy, mountainous, green, and damp,” John Seng, the policy manager at Spark Northwest, a Seattle-based clean energy nonprofit, told me. “But that misses out that on the east side of both Oregon and Washington, things have been getting really hot for a long time.”
Indoor air temperature maximums are not a new idea — Dallas has had one since 2017 — but the few laws on the books are almost exclusively in hot-climate cities and counties. Yet extreme heat is spreading: Between 1970 and 2022, 95% of the nearly 250 U.S. locations analyzed by Climate Central saw an increase in the number of days per year with dangerously high temperatures, with an average increase of 21 days. At the same time, one in three Americans is a renter — a population far less likely to have central AC than homeowners. Though the Pacific Northwest would seem to be an unlikely leader in protecting people from extreme heat, it has nevertheless become a bellwether for the ability of local officials to protect their residents from increasingly deadly temperatures.
“We are changing our climate so much that now, in most places in the country, cooling is just as necessary as heating,” Brian Henning, the director and founder of the Gonzaga Institute for Climate, Water, and the Environment, told me.
Washington isn’t alone in responding to the changing conditions in its corner of the country. A similar story is playing out in Oregon, which failed to pass its own early-stage right-to-cooling bill, SB 54, during last year’s legislative session. (That bill would have required landlords of multi-family buildings to provide cooling when outdoor temperatures exceed 80 degrees.) Now, Portland’s Permitting and Development Bureau is exploring a maximum-temperature code for rentals, which activists hope will serve as a model for a legislative sponsor to take up in a future statewide session.
“It feels like the Pacific Northwest is beginning to grapple with questions that desert cities addressed decades ago, which is, namely: What constitutes a safe indoor temperature during extreme heat?” Vivek Shandas, the founder of the Sustaining Urban Places Research Lab at Portland State University, told me of the proliferation of such bills, ordinances, and laws in the area.
That ponderance is coming not a moment too soon. Of the 75 counties in Washington and Oregon, residents in all but seven have disproportionately low concern given their respective extreme-heat risks, according to research by Yale’s Program on Climate Change Communication published in Nature Communications this month. Of those 75 counties, just three scored below the national median on the CDC’s Heat & Health Index, a risk measurement that considers indicators such as historical heat exposure, prevalence of health conditions such as cardiovascular disease or diabetes, and socioeconomic factors like age and income. Nearly a third scored well within the upper range of risk nationally. Combined with the fact that architecture in the Northwest was designed for decades to retain heat, and that the region has some of the fastest-warming urban areas in the country, the upper left-hand corner of the country is uniquely susceptible — and unprepared — for extreme heat, the deadliest climate change and weather-related disaster in North America.
That fact was made tragically clear during the 2021 heat dome, the record-breaking, model-breaking event that killed more than 250 people across the states and served as the catalyst for housing activists, climate organizers, and policymakers. Though researchers like Shandas, who studies urban heat, had been aware that the Northwest was a public-health disaster waiting to happen, there were a few particularly startling takeaways: Though “most people think of heat risk as something that happens outside,” Shandas said, the vast majority of the people who died during the heat dome died inside, and most were likely renters living in multifamily homes. Some were even found with fans turned on full blast, pointed directly at their bodies.
“A lot of people don’t know that if your space is higher than about 90 degrees indoors, a fan actually increases your risk of heat‑related illness or death, not decreases it,” Henning said. That’s because a fan cools you by moving air over your skin to wick away sweat, a process that accelerates dehydration and can actually radiate heat into your body if the air temperature is warmer than your skin. Even worse, rather than lowering the indoor temperature, fans give an “illusion of safety,” Dante Jester, the climate resilience program manager at the Gonzaga Institute for Climate, Water, and the Environment, told me, so people delay moving to a genuinely cool place or calling for help.
“People’s cooling strategies that they’ve used for decades in Spokane” — where more than 300 people were hospitalized during the 2021 heat dome — “aren’t working anymore,” Jester went on. “Historically, people would open their windows at night. They would go for a drive and run the AC with their kids in the car seats. They would run fans. But all of these things are becoming less and less efficient and more and more dangerous.” What’s more, as smoke becomes an increasing public health hazard due to the duration and intensity of the fire season, officials are more reluctant to tell people to keep their windows open for a cross-breeze.
How, then, to keep renters — who make up between 30% and 40% of the households in Washington and Oregon — safe? The answer: Incrementally. Though HB 2265 died in committee this spring, Democratic lawmakers managed to pass its sister bill, SB 6200, even during a short session dominated by efforts to balance the budget and debate over the Millionaires Tax. The Senate bill makes it illegal for a landlord in Washington state to prevent a renter from installing their own AC unit — that is, it is an access law rather than a habitability one.
“The statewide policy that passed [SB 6200] was actually based on the renter’s right-to-install ordinance that we helped pass in Spokane in 2024,” Jester said. “We thought of it at the time as a first step, or an on-ramp, to this greater goal of requiring residencies to be cooled.”
If the Spokane right-to-install AC ordinance was the on-ramp to statewide adoption, then the failure of HB 2265 could potentially be shrugged off as jumping the gun. That’s because activists in Spokane are now testing whether true right-to-cooling legislation can find a pathway forward via a local ordinance, which would make it a legal requirement for landlords to provide a way to keep their units under 80 degrees Fahrenheit, the same way temperature minimums ensure they provide heat in the winter.
Shandas, the Sustaining Urban Places Research Lab researcher, told me he conceptualizes the path forward for right-to-cooling laws in the Northwest as a three-step approach. The first stage is permission — laws like the 2024 ordinance in Spokane and SB 6200.
The second stage is recognition of extreme heat as an imminent public health threat. Though the now-dead HB 2265 would have been a big push toward requiring landlord-provided ACs in rental units, it didn’t do so explicitly; rather, it tweaked the state’s rental code to include cooling alongside heating as a basic habitability requirement. A bill like HB 2183, which also died during the 2026 session, would have further required Washington counties to develop and implement heat response plans, which gets at the bills’ larger purpose: to grapple with the fact that the housing stock, legal system, policies, electrical systems, and even emergency services in the Northwest are all designed for a cooler climate.
Though it feels like an in-between stage, recognition is especially crucial, James Moschella, the climate and health program manager at Washington Physicians for Social Responsibility, a health professional-fronted environmental advocacy group, told me. When paramedics respond to a case of heat stroke, for example, the first thing they often do is place the patient in the bathtub in their own home, along with everything in their freezer, to try to lower their body temperature as quickly as possible. “Ambulance response times during the heat dome were significantly down because of the way they have to treat people at their homes,” Moschella said. “As a result, by the time paramedics often got to a home, in many cases the person was already dead.” One small part of a comprehensive heat plan would be anticipating that problem, perhaps by staging more ambulances on a hot day.
The third stage is performance standards — that is, defining enforceable indoor temperature limits, like what Spokane is moving toward. “I think this evolution mirrors how heating standards developed historically in other parts of the world,” Shandas said. “Unfortunately, I think we need to be accelerating this much faster, going from stage one to three in a fraction of the time that it took lower latitude regions to go through.”
Because there are few examples of existing temperature maximum laws, though, policymakers and researchers in the Northwest are feeling their way forward mostly on their own. Even something as basic as what the maximum temperature should be requires ponderance, debate, and compromise. In Spokane, policymakers settled on 80 degrees. “It’s similar to how it was done for heating, that every habitable space needs to be able to get up to 65 [degrees],” Shandas said. “Some would say, Wow, 65 is really high for a cold day, can’t you get by with 60? And it’s like, sure, you can, but you’re trying to make policy for a very large, diverse demographic.”
Eighty degrees Fahrenheit, while generally safe for most populations, is the point at which the body may begin to feel the stress or undergo physiological responses that affect certain medications, such as antipsychotics. Still, Henning told me he’d advocated for an even lower limit given existing research on safe sleeping temperatures, which puts the range closer to 74 to 76 degrees, especially for seniors and the very young.
Implementation is also a topic of discussion. Housing advocates in Spokane wanted to go beyond a “right to install AC” ordinance, not just because they believe cooling deserves to be recognized as a legal habitability requirement like heating, but also because of the potential financial burden of acquiring, installing, and especially running an air conditioner. What’s unique about the Spokane ordinance, though, is that it sets an expected indoor temperature rather than mandating how that temperature is achieved. “The goal isn’t to force people to buy air conditioning,” Henning said, “but to provide spaces that are safe.” Maybe the 80-degree threshold could be maintained, for example, by shading building windows with trees.
Powerful landlord advocacy groups have generally opposed right-to-cooling movements on the grounds that they’re very expensive. (Multifamily NW, a landlord trade association and one of the major opponents of Oregon’s SB 54, and Rental Housing Association of Washington, which opposed HB 2265, did not respond to my requests for comment.) Retrofitting costs, electrical capacity, and grid stress are legitimate concerns, Shandas told me. “Even heat pumps,” he said, “are pretty energy-hungry appliances, and older multifamily residential homes might not have good insulation or windows,” meaning you could end up with the efficiency conundrum the Rocky Mountain Institute’s Amory Lovins has memorably likened to running an AC in a tent.
Other researchers were less sympathetic to this case. “Infrastructure costs money, and that’s what landlords are agreeing to when they choose to buy units and then have them paid for by other people,” Jester told me. “That’s how it goes: If you’re renting to people, it should be a requirement that it has to be livable, in my opinion.”
Who pays, though, is one of the major questions of climate adaptation. No one is arguing that extreme heat isn’t dangerous. But is it on tenants, landlords, utilities, or governments to front the costs of making their homes and communities livable?
The problem sounds daunting, put that way. And the pressure is on: By Shandas’ estimation, what happens in Spokane and Portland, and eventually at the state level in Washington and Oregon, “is really going to be the test case for what the legal right to cooling looks like” in the United States. Organizers and researchers in Massachusetts, New York, and Minnesota have already reached out to him about their own efforts to codify maximum temperatures into law. “These are all higher-latitude regions that are looking to the Pacific Northwest and saying, Holy crap, yeah, we have to get ready for this, because if it could happen in Portland and Seattle, it can happen anywhere. We were the bellwether,” Shandas said.
But next year will be another tight budget year in Washington, and while Democrats control the legislature, HB 2265 will need tweaks to get a broader coalition on board. “I think nobody was quite ready to move without a little bit more of a plan on exactly how we would define healthy temperatures and measure them,” Seng, of Spark Northwest, told me of its initial failure.
“Another piece is cost,” Seng added. “I think housing developers get pretty squeamish about new requirements like that.” Sure enough, landlords have successfully watered down temperature regulations elsewhere, including L.A. County, which last year approved a maximum indoor temperature of 82 degrees for rentals located outside city limits — albeit with plenty of exemptions and delays available for property owners. Landlord groups have also so far successfully staved off a California-wide temperature maximum law by pouring millions into lobbying efforts.
But even more than the usual happy warrior attitude typical of activists, the researchers in Washington and Oregon described the right-to-cooling laws as inevitable, given the climate. The question is whether a multi-stage approach or the fast-track pursuit of local ordinances, rather than the sluggish statewide process, will yield results soon enough. The heat dome baking Europe this week serves as an ominous reminder that extreme heat may return to the region at any time, and the Northwest has had only five short years since its wake-up call in 2021 to prepare.
But prepare it has. “The legal invention of cooling rights — that’s part of what I’m really excited to be alive right now to see,” Shandas said.
The Metropolitan Police Service signed a deal with BetterFleet to manage the complicated logistics.
Police officers can’t be stuck waiting for their black-and-whites to recharge when an emergency call comes in. That urgency makes it especially tricky to transition their fleets away from fossil fuels and the lightning-fast gas fill-ups that get cars back on the road.
But some cities and departments have begun to make the move, aided by artificial intelligence models to manage their many vehicles and ensure electric cars can do not just the next job, but every job. Around the world, trucking companies, buses, municipal vehicles, and other huge fleets want to go electric to save money on fuel and maintenance, and they’re looking to AI to give them the confidence to take the plunge.
A cleaner fleet of cop cars is already coming to London, where the Metropolitan Police Service has turned over nearly a third of its fleet to hybrids or EVs. Last week, the MPS announced a partnership with the firm BetterFleet to manage how and when it charges its EVs, helping the service pursue its goal of a net-zero carbon emissions fleet by the end of the decade.
Much of the challenge is psychological, says BetterFleet CEO Dan Hilson. His solution is to use the power of data to overcome whatever anxiety an organization might have about switching to EVs, whether it’s range anxiety or fear of dealing with fluctuating electricity prices or something else entirely. During our interview earlier this month at the ACT Expo, a conference on advanced technology in fleets and trucking, Hilson told me that his company was able to prove to the London police that, with enough information and planning, “there’s no route you can’t do. There’s no day that you’ve done in the last three years that you couldn’t have done if it was electric.”
To demonstrate, BetterFleet builds digital twins of an operation — data-driven models that consider anything that would impact a vehicle’s range, from its own weight and cargo and the condition of its battery and motors to its planned route and speed. Even external conditions such as weather and traffic must be included to create as accurate a picture as possible of the vehicle’s condition and state of charge at any given moment.
While the approach sounds straightforward enough, hiccups come from unexpected places when you’re simulating the real world. BetterFleet found while working with King County Metro and its Seattle-area bus fleet that recharging times could vary widely between two pieces of charging equipment that look identical. “We thought, Hey, this is physics. It should just work in a particular way. But it really doesn’t,” Hilson said.
You also can’t always get what you want, data-wise. For example, Hilson said he thought automakers had access to battery information about things like degradation over time or what’s happening with the battery’s chemistry or temperature at any given moment. “Almost none of them have that, believe it or not,” he said. “And that’s because some of the original manufacturers of the batteries don’t seem to be able to give it.” His team had to work around it, building their own algorithms based on observed data to model how fast, say, an electric semi truck’s battery life would fade and adjust for it in the numbers.
BetterFleet had previously modeled and managed fleets such as London’s buses and the EV semi trucks that have been moving soft drinks around for Pepsi. But the electrification of emergency vehicles represents a next-level challenge. Bus routes are unchanging; trucking paths are predictable. Police may have beats and typical areas of service, but they must be able to respond elsewhere at a moment’s notice. As such, Hilson told me that part of his firm’s deal with the MPS was the inclusion of priority charging, so that critical vehicles could get back on the road faster. BetterFleet also must consider the possibility of when and where cop cars might use DC fast chargers to fill up quickly — an issue for departments everywhere. I often see a police Tesla or two refueling at a Supercharger in South Pasadena, California I often visit.
Indeed, while AI could have cascading benefits for EV fleets — think of predictive maintenance systems that learn which parts are likely to fail when — charging is one place where this kind of machine learning could be an enormous difference-maker right away. Trucking companies that want to go electric and steer clear of diesel price shocks don’t need to buy a $100,000 fast-charger for every truck; they need AI to tell them how many they really need if their whole fleet spreads out and optimizes its charging schedule. Grizzled lifelong trucking fleet managers don’t particularly want to become experts in complex energy markets in order to maximize their savings by charging EV trucks at the cheapest times, Hilson says. They just want AI to do it.
A variety of firms are moving into this space to help out companies that want to dip their toes into EVs. Katie Siegel, CEO of the charging management service FlipTurn, said at ACT that AI-managed charging has helped her firm balance the electrical demand of fleets by moving much of it to off-peak hours. While that approach netted thousands of dollars of savings per month, especially during summer, the benefits weren’t just monetary. For one client, such a demand-flattening approach got trucks and chargers up and running four to six months sooner than expected because it meant they didn’t have to wait for the utility to deliver extra capacity.
With so many data insights available, the trick now is deciding what matters. “The worst customers really says, It’s all important,” Hilson says. “Every single thing is important. I want my battery to be saved. I want energy savings. I want it to always be ready for trucks to pull out. So it’s about sitting with customers and really getting to that crux of what really is important. What’s the hierarchy?”
On Last Energy’s milestone, California CCS, and RFK Jr. vs. microplastics
Current conditions: The summerlike heat in the Northeast is set to drop by double digits as cold Canadian air blows southward, sending temperatures in Boston as low as 50 degrees Fahrenheit by Saturday • Temperatures are nearing 100 degrees in Cordoba, Spain, as Western Europe’s record-breaking heatwave continues • Juba is also nearly 100 degrees as heavy thunderstorms roll into the capital of conflict-riven South Sudan.
Last year, in a move so bold it made Biden administration officials jealous, President Donald Trump took an equity stake in MP Materials, making the federal government the largest shareholder in the United States’ only active domestic rare earths producer. The deal became a trend, with the U.S. government taking minority ownership stakes in at least a dozen more companies that produce or process critical minerals, of which China controls the global supply. In January, USA Rare Earth, a manufacturer of rare earth magnets that aims to eventually mine and process fresh ore in Texas, became the second large rare earths-focused company in the Trump administration’s portfolio. Now America’s two champions in the war against China’s metal monopolies are instead battling each other. On Wednesday afternoon, the Financial Times reported that MP Materials had filed a lawsuit against USA Rare Earth, accusing its rival of “stealing” its technology for making the permanent magnets that go into everything from phones and electronics to electric vehicles to fighter jets. “USA Rare Earth has repeatedly failed to meet its commercial and performance targets and is now resorting to stealing technology to dig itself out,” MP Materials alleged in a complaint filed last week in Texas court. In response, USA Rare Earth said: “MP Materials’ complaint has misrepresented our company, our culture, and our people, and we will defend ourselves vigorously.”
Yet another U.S. reactor startup hoping to build a prototype plant under the Department of Energy’s reactor pilot program has won the agency’s approval for its safety blueprint. On Thursday, Last Energy plans to announce the regulator’s official endorsement of the microreactor developer’s preliminary documented safety analysis — a key procedural step known as PDSA — for its 5-megawatt demonstration reactor at Texas A&M University. The reactor, set to be a quarter the size of Last Energy’s commercial-scale model, is designed to show regulators the technology can safely split atoms and generate heat for electricity production. The approval is only from the Energy Department and limited to the pilot project. To produce commercial electricity, Last Energy still needs to go through the Nuclear Regulatory Commission for a license. But the data from this pilot project is likely to count for Last Energy’s eventual application to the NRC for its first commercial plant. “Last Energy’s PWR-5 uses the same physical reactor geometry as the company’s commercial PWR-20, with reduced fuel enrichment scaled for 5 megawatts of electrical output,” the company told me. “The PWR-5 pilot project is a direct bridge to Last Energy’s commercial PWR-20 deployment.”
The approval makes Last Energy at least the fourth company so far to pass the PDSA phase after rival microreactor developers Antares, Radiant, and Deployable Energy. But it isn’t the only one. On Wednesday afternoon, an official at the Idaho National Laboratory posted on LinkedIn that he had approved the PDAS for two reactors in the Energy Department’s pilot program. It wasn't immediately clear which company was the second after Last Energy. “I couldn’t be prouder of the exemptional nuclear safety review team,” wrote Bob Boston, the Energy Department’s Idaho operations manager. “The public can rest assured that any and all approvals for new reactors under DOE will be safe.”
Two of the most populous states in the nation’s largest electric grid just released new rules for data centers looking to set up shop. In Pennsylvania, the largest state in PJM Interconnection, Governor Josh Shapiro issued a new set of standards for companies seeking to fast-track development, including requiring developers to generate their own electricity, give out millions of dollars in local support, and follow stricter sustainability rules on water. The Democrat, per the public radio station WVIA, “also wants to change a tax exemption program for data center owners and operators” to require companies to meet the new standards to qualify for tax breaks. The idea mirrors a proposal from Searchlight Institute senior fellow Jane Flegal, who argued last month for conditioning tax incentives on meeting best-practice industry standards for data centers. In New Jersey, the sixth-largest of PJM’s 13 states, Democratic Governor Mikie Sherrill released her own set of guidelines for data center companies that includes requiring public reporting of water and electricity usage and plans to develop “strong statewide standards” that provide “state resources to ensure municipalities can negotiate from positions of strength, ensuring data centers address impacts like light, noise, and pollution while making meaningful local investments” and “delivering good-paying jobs.”
Meanwhile in Alaska, where the Trump administration is clearing the way for all kinds of new infrastructure, the Anchorage-based startup Stak Energy is proposing one of the largest data centers in the nation on the Arctic North Slope. The $500 million project would take up an entire square mile with multiple buildings off the Dalton Highway, where proponents say cold temperatures and an abundant supply of land and natural gas for power can bolster the facility. The project could, according to the Northern Journal, produce up to 3 gigawatts of power for its own use, “making it competitive with some of the largest data centers under development in the Lower 48.” In a Tuesday segment on Alaska Public Radio, Northern Journal reporter Nathaniel Herz said the below-freezing average temperature on the North Slope meant the project would “be using what they expect to be 90% less water than a facility in the Lower 48.” Perhaps the biggest benefit though is the sparse population in the Arctic. As Heatmap’s Robinson Meyer explained of the latest Heatmap Pro data, the number of data center projects being canceled due to public backlash is soaring.
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Deep under California’s traffic-clogged streets, rolling farmland, and sprawling deserts are vast caverns — many the legacy of wells drained of oil during the heyday of Chevron’s Great Depression-era homestate drilling bonanza — capable of storing carbon dioxide captured before it enters the atmosphere. Until now, the state could only theoretically return carbon to the Earth’s crust. But on Tuesday, the oil and carbon management developer California Resources Corporation injected its maiden load of carbon dioxide into a depleted oil reservoir, marking the first time a carbon capture and storage project has come online in the state’s history. The project, called Carbon TerraVault I, is located in Kern County, the vast inland stretch northeast of Santa Barbara that’s home to California’s largest active oil fields. The site will draw out the dregs of oil left in the depleted wells in the Elk Hills Field by permanently returning up to 30 million tons of carbon dioxide to the formation roughly a mile deep underground. It’s part of a vertically integrated operation. California Resources Corporation, which calls itself CRC, operates a nearby cryogenic gas plant. The company captures the carbon dioxide from the facility and ships it to the so-called Class IV well in the oil and gas field. The first injection “demonstrates that California can lead on climate solutions that are practical, scalable, and cost-effective,” CRC CEO Francisco Leon said in a statement. Investors remain skeptical. Shares of CRC fell nearly 3% yesterday.
With gas turbines selling faster than manufacturers can keep up, technology that could capture carbon from gas-fired plants and thus preserve their value even in a scenario where the government prices emissions commands a new premium. It wasn’t long ago that activists uniformly dismissed the technology as a “false solution,” and experts cautioned that carbon capture and storage would be limited to hard-to-abate industrial sectors. But last October, as Heatmap’s Matthew Zeitlin reported, Google backed a project to build a gas plant with CCS, launching what may be one of the most promising efforts yet to commercialize the technology.
Fresh off wrangling a biting pair of eastern racer snakes he grabbed off the patio of Dr. Oz’s vacation home, Secretary of Health and Human Services Robert F. Kennedy, Jr. is trying to find ways to round up and get rid of the microscopic plastic particles circulating in Americans’ bodies. A new $144 million program, launched last month but featured in E&E News on Wednesday, aims to measure, understand, and remove micro- and nanoplastics, and marks the biggest federal investment to date in a field of study that coalesced just five years ago.
While the move was “welcomed by researchers, industry, environmental, and Make American Healthy Again advocates as well as online wellness gurus promoting nascent ‘detoxification’ methods,” the newswire quoted Kennedy’s own experts, who said the controversial health government chief was “focused on the wrong questions.” Marcus Eriksen, a marine plastics scientist who heads up the nonprofit 5 Gyres Institute and has advised Kennedy for years, said: “Getting it out of our bodies? That seems extremely tough to me.” So, why put resources there? Well, Eriksen said, it’s politically easier to sell than cracking down on the fossil fuel companies with growing businesses producing the ingredients for plastics. “I get that’s kind of the narrative that’s going to fly with this administration — focus on the downstream stuff, less on the prevention side,” he said.

For all the hype around small modular reactors, only two of the 440 some-odd commercial nuclear reactors in operating in the world today would qualify. One of them is a high-temperature gas-cooled plant in China, which generates 210 megawatts of electricity. (The cutoff for what qualifies as an SMR is widely agreed to be under 300 megawatts but over 20 megawatts, the threshold for microreactors.) The other was the world’s first SMR: Russia’s floating nuclear plant on a barge in the Siberian Arctic, capable of generating 70 megawatts of power. Nearly seven years after the vessel Akademik Lomonosov started producing electricity, Russia’s state-owned nuclear firm is preparing for another floating nuclear station. On Wednesday, World Nuclear News reported that Rosatom had finished manufacturing a 58-megawatt reactor for a serialized floating power station set to power a copper mining complex in Chukotka Autonomous Okrug, in the country’s northeasternmost corner. “Rosatom continues to expand its range of floating power units, and the completion of the first reactor for the lead floating nuclear power unit is a significant milestone,” Alexey Likhachev, the director general of Rosatom, said in a statement. “Today, Russia is the only country with an operating floating nuclear power plant, and we intend to maintain our leadership in the development of small-scale technologies.”