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Now we just need to know how well they work.

A new direct air capture facility built by the Alphabet-backed 280 Earth is officially plucking carbon dioxide from the surrounding air along the Columbia River in Oregon, the company announced on Monday. It’s the third-largest “direct air capture” plant operating in the United States and the latest entrant in the race to design the cheapest, most efficient machine to strip the heat-trapping gas from the atmosphere.
The small-scale demonstration project, which neighbors a Google data center in a city called The Dalles, is expected eventually to capture carbon at a rate of 500 tons per year. The two other U.S. facilities — Global Thermostat’s plant in Commerce City, Colorado, and Heirloom’s plant in Tracy, California — are both designed to capture 1,000 tons per year. All three came online in just the past 13 months. (There are also a handful of smaller facilities operating in the U.S. that capture 100 tons per year or less.)
The team that is now 280 Earth first began working on their direct air capture system inside X, the tech incubator at Google also known as the “Moonshot Factory.” They spun out into their own company in 2022, after four-and-a-half years of research and development. The name comes from 280 parts per million, the amount of carbon in the atmosphere before industrialization. Today we’ve reached nearly 420 parts per million. But if the world manages to reduce emissions nearly to zero, it may be possible to pull enough carbon out of the air to restore the atmosphere to levels closer to pre-industrial times.
In general, direct air capture technologies suck in ambient air and pass it through a special material called a sorbent that attracts CO2 molecules. They then use heat to remove the carbon from the sorbent so that it can be transported and safely stored underground.
280 Earth’s approach is unique in a few ways. To begin with, the company is using a “pelletized” sorbent — CEO John Pimental described it to me as a “half a piece of uncooked rice,” or the innards of a bean bag chair. The tiny pellets of sorbent flow through the system almost like water, resulting in some operational efficiency gains.
For the second step, the company plans to use waste heat from other industrial facilities like data centers to remove the captured carbon from the sorbent. Many data centers circulate cold water through their facilities for cooling, then send the hot water to a cooling tower where the heat is released into the atmosphere. 280 Earth can instead take that hot water and run it through a heat exchanger, sending the now-cooled water back to the data center. “It means their cooling tower needs to work less hard, it has less load on it,” said Pimental. “So it's an additional revenue source for our company to provide those cooling services to a neighbor.”
This waste heat can meet up to 80% of 280 Earth’s operational needs, reducing the amount of electricity the company buys. It’s also a win-win for the data center — 280 Earth’s process pulls water from the air in addition to carbon, and can supply that water to the data center, which in turn doesn’t have to rely as much on natural sources.
Direct air capture technology is often called “speculative” and “unproven.” But with an increasing number of deployments in the real world, it’s worth being more specific. These machines have proven to be able to separate carbon out of the air. The question is whether they can do so permanently, economically, and at a scale that will actually make a difference for climate change.
Although more plants are coming online every year, those questions are unlikely to be answered anytime soon. For example, it will be impossible to judge the efficiency claims made by 280 Earth or any other company until there is more public data — or any public data — about the energy these plants consume or what they cost to operate. Even the companies that are farthest along, like Climeworks, which has been operating a 4,000 metric ton per year commercial plant in Iceland since 2021 and just opened a 36,000-ton plant earlier this month, say that they are still testing the technology and therefore are not ready to share any stats that could be misinterpreted.
The potential to scale could also have less to do with the details of any one company’s technology and more to do with the ability to procure clean energy or to find somewhere to store the captured carbon.
Though 280 Earth is officially collecting CO2, the company doesn’t yet have anywhere to put it. Pimental told me the company plans to transport the gas by truck or rail to a carbon dioxide storage well, but it has not yet signed any agreements with well operators, and it’s unclear how long that could take. There are currently only a few operating carbon storage wells in the country, located in Illinois and North Dakota. But additional wells have been permitted in California, Indiana, and Wyoming, and many more are under review by the Environmental Protection Agency. Rather than sequester the carbon underground, the company could also sell it for industrial uses. Heirloom, for example, has an agreement with a company called CarbonCure to take the CO2 it captures and store it in concrete.
Regardless, 280 Earth company is aiming to scale up quickly and plans to build a new unit that can capture 5,000 tons of CO2 per year by 2025. Pimental told me that equipment procurement and permitting for that project are already underway. 280 Earth has not been awarded any government funding to date, but the company plans to compete to be one of the Department of Energy’s next direct air capture “hubs.”
Pimental told me he likes his odds. “I think we'll be in a very strong position because not many people have a 500 ton commercial demonstration facility up and running.”
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The market is reeling from a trio of worrisome data center announcements.
The AI industry coughed and the power industry is getting a cold.
The S&P 500 hit a record high on Thursday afternoon, but in the cold light of Friday, several artificial intelligence-related companies are feeling a chill. A trio of stories in the data center and semiconductor industry revealed dented market optimism, driving the tech-heavy NASDAQ 100 down almost 2% in Friday afternoon trading, and several energy-related stocks are down even more.
Here’s what’s happening:
Taken together, the three stories look like an AI slowdown, at least compared to the most optimistic forecasts for growth. If so, expectations of how much power these data centers need will also have to come down a bit. That has led to notable stock dips for companies across the power sector, especially independent power producers that own power plants, many of whose shares have risen sharply in the past year or two.
Shares in NRG were down around 4.5% on the day on Friday afternoon; nuclear-heavy Constellation Energy was down over 6%; Talen Energy, which owns a portfolio of nuclear and fossil fuel plants, was down almost 3% and Vistra was down 2%. Shares in GE Vernova, which is expanding its gas turbine manufacturing capacity to meet high expected demand for power, were down over 3.5%.
It’s not just traditional power companies that are catching this AI chill — renewables are shivering, as well. American solar manufacturer First Solar is down over 5%, while solar manufacturing and development company Canadian Solar is down over almost 9%.
Shares of Blue Owl, the investment firm that is helping to fund the big tech data center buildout, were down almost 4%.
The fates of all these companies are deeply intertwined. As Heatmap contributor Advait Arun wrote recently, ”The commercial potential of next-generation energy technologies such as advanced nuclear, batteries, and grid-enhancing applications now hinge on the speed and scale of the AI buildout.” Many AI-related companies are either invested in or lend to each other, meaning that a stumble that looks small initially could quickly cascade.
The power industry has seen these types of AI-optimism hiccups before, however. In January, several power companies swooned after Chinese AI company DeepSeek released an open source, compute-efficient large language model comparable to the most advanced models developed by U.S. labs.
Constellation’s stock price, for example, fell as much as 20% in response to the “DeepSeek Moment,” but are up over 45% this year, even factoring in today’s fall. GE Vernova shares have doubled in value this year.
So it looks like the power sector will still have something to celebrate at the end of this year, even if the celebrations are slightly less warm than they might have been.
Activists are suing for records on three projects in Wyoming.
Three wind projects in Wyoming are stuck in the middle of a widening legal battle between local wildlife conservation activists and the Trump administration over eagle death records.
The rural Wyoming bird advocacy group Albany County Conservancy filed a federal lawsuit last week against the Trump administration seeking to compel the government to release reams of information about how it records deaths from three facilities owned and operated by the utility PacifiCorp: Dunlap Wind, Ekola Flats, and Seven Mile Hill. The group filed its lawsuit under the Freedom of Information Act, the national public records disclosure law, and accused the Fish and Wildlife Service of unlawfully withholding evidence related to whether the three wind farms were fully compliant with the Bald and Golden Eagle Protection Act.
I’m eyeing this case closely because it suggests these wind farms may fall under future scrutiny from the Fish and Wildlife Service, either for prospective fines or far worse, as the agency continues a sweeping review of wind projects’ compliance with BGEPA, a statute anti-wind advocates have made clear they seek to use as a cudgel against operating facilities. It’s especially noteworthy that a year into Trump’s term, his promises to go after wind projects have not really touched onshore, primarily offshore. (The exception, of course, being Lava Ridge.)
Violating the eagle protection statute has significant penalties. For each eagle death beyond what FWS has permitted, a company is subject to at least $100,000 in fines or a year in prison. These penalties go up if a company is knowingly violating the law repeatedly. In August, the Service sent letters to wind developers and utilities across the country requesting records demonstrating compliance with BGEPA as part of a crackdown on wind energy writ large.
This brings us back to the lawsuit. Crucial to this case is the work of a former Fish and Wildlife Service biologist Mike Lockhart, whom intrepid readers of The Fight may remember for telling me that he’s been submitting evidence of excessive golden eagle deaths to Fish and Wildlife for years. Along with its legal complaint, the Conservancy filed a detailed breakdown of its back-and-forth with Fish and Wildlife over an initial public records request. Per those records, the agency has failed to produce any evidence that it received Lockhart’s proof of bird deaths – ones that he asserts occurred because of these wind farms.
“By refusing to even identify, let alone disclose, obviously responsive but nonexempt records the Conservancy knows to be in the Department’s possession and/or control, the Department leaves open serious questions about the integrity of its administration of BGEPA,” the lawsuit alleges.
The Fish and Wildlife Service did not respond to a request for comment on the case, though it’s worth noting that agencies rarely comment on pending litigation. PacifiCorp did not immediately respond to a request either. I will keep you posted as this progresses.
Plus more of the week’s biggest fights in renewable energy.
1. York County, Nebraska – A county commissioner in this rural corner of Nebraska appears to have lost his job after greenlighting a solar project.
2. St. Joseph County, Indiana – Down goes another data center!
3. Maricopa County, Arizona – I’m looking at the city of Mesa to see whether it’ll establish new rules that make battery storage development incredibly challenging.
4. Imperial County, California – Solar is going to have a much harder time in this agricultural area now that there’s a cap on utility-scale projects.
5. Converse County, Wyoming – The Pronghorn 2 hydrogen project is losing its best shot at operating: the wind.
6. Grundy County, Illinois – Another noteworthy court ruling came this week as a state circuit court ruled against the small city of Morris, which had sued the county seeking to block permits for an ECA Solar utility-scale project.