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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 Secretary of Energy announced the cuts and revisions on Thursday, though it’s unclear how many are new.
The Department of Energy announced on Thursday that it has eliminated nearly $30 billion in loans and conditional commitments for clean energy projects issued by the Biden administration. The agency is also in the process of “restructuring” or “revising” an additional $53 billion worth of loans projects, it said in a press release.
The agency did not include a list of affected projects and did not respond to an emailed request for clarification. However the announcement came in the context of a 2025 year-in-review, meaning these numbers likely include previously-announced cancellations, such as the $4.9 billion loan guarantee for the Grain Belt Express transmission line and the $3 billion partial loan guarantee to solar and storage developer Sunnova, which were terminated last year.
The only further detail included in the press release was that some $9.5 billion in funding for wind and solar projects had been eliminated and was being replaced with investments in natural gas and building up generating capacity in existing nuclear plants “that provide more affordable and reliable energy for the American people.”
A preliminary review of projects that may see their financial backing newly eliminated turned up four separate efforts to shore up Puerto Rico’s perennially battered grid with solar farms and battery storage by AES, Pattern Energy, Convergent Energy and Power, and Inifinigen. Those loan guarantees totalled about $2 billion. Another likely candidate is Sunwealth’s Project Polo, which closed a $289.7 million loan guarantee during the final days of Biden’s tenure to build solar and battery storage systems at commercial and industrial sites throughout the U.S. None of the companies responded to questions about whether their loans had been eliminated.
Moving forward, the Office of Energy Dominance Financing — previously known as the Loan Programs Office — says it has $259 billion in available loan authority, and that it plans to prioritize funding for nuclear, fossil fuel, critical mineral, geothermal energy, grid and transmission, and manufacturing and transportation projects.
Under Trump, the office has closed three loan guarantees totalling $4.1 billion to restart the Three Mile Island nuclear plant, upgrade 5,000 miles of transmission lines, and restart a coal plant in Indiana.
With a China-Canada import deal and Geely showing up at CES, these low-priced models are getting ever-closer to American roads.
Chinese EVs are at the gates.
Low-priced electric vehicles by the likes of Geely, BYD, and Zeekr have already sold enormous numbers in their home country and spearheaded EV growth around the world, from Southeast Asia to Latin America. Now they’re closing in on America’s borders. Canada just agreed to a new trade deal with Beijing that would kill the country’s 100% tariff on Chinese cars and, presumably, allow them to undercut the existing Canadian car market. In Mexico, EV sales surged by 29% in 2025 thanks to the arrival of Chinese models.
Though China’s EVs are still unavailable in the U.S., they feel ever-present already. Auto journalists (myself included) drive these vehicles abroad and rave about how capable they are, especially for the price. Social media influencer hype has fed an appetite for both entry-level and luxury Chinese models — and confused plenty of Americans wondering why they can’t buy them. Headlines speculate about how the Detroit auto giants could ever hope to compete once cheap BYD Dolphins start to populate American roads. Chinese giant Geely, which owns Volvo and Polestar, appeared at CES earlier this month, as if to signal that the arrival of Chinese electric vehicles is imminent.
But is it? The outlook remains rather murky.
The first thing to know is that Chinese cars are not outright banned from coming to America. Instead, it’s a constellation of economic and technological headaches that keeps Beijing at bay. A 100% tariff makes it difficult to compete on cost, even with America’s notoriously expensive EVs. America’s safety and emissions standards are difficult and expensive to meet. Because of national security concerns, connected cars (i.e. those that can hook into the internet) cannot use Chinese-made software, a ban that’s soon to expand to electronic hardware.
Those restrictions aren’t likely to change anytime soon. Sean Duffy, the U.S. transportation secretary, responded to Canada’s removal of its Chinese car tariff by saying our neighbor to the north would “surely regret it.” Members of Congress from both parties are largely opposed to allowing Chinese cars into America under the logic of protectionism for U.S. automakers.
Yet all that might not be enough to prevent the eventual arrival of Geelys and BYDs. The first variable is the unpredictability of President Trump, who has said before that he would like to see Chinese-made cars in America. I don’t expect the United States to eliminate its tariff entirely the way Canada has, but look, you just never know what the heck is going to happen these days.
In the meantime, Chinese automakers are strategizing how they might navigate the rules in place and sell cars here anyway. Crash safety, for example, isn’t the impediment it might appear to be. China’s carmakers have intentionally designed their models in such a way that they could be tweaked, rather than totally redesigned, to meet more stringent rules.
As for the rest, the global reach of these companies could help them get around rules that specifically target China. Geely, which has suggested it will reveal plans for an American invasion within two to three years, builds Volvos in South Carolina and could use those facilities to build Geely-branded EVs in the United States. Company representatives also hand-waved away the problem of Chinese-made software, arguing that as a global brand, it’s already accustomed to meeting the various data privacy regulations of different countries and regions.
In other words, Chinese car companies could skirt some American hurdles by making their cars a little less Chinese. The problem is that doing so might spoil their secret sauce. Part of the magic of Chinese EVs is their responsive, easy-to-understand touchscreen interface that’s obviously superior to what’s offered in otherwise-excellent electric vehicles by Chevy or Hyundai. There’s no guarantee Geely could easily secure a Western-made replacement of the same quality.
The key question, then, is: Will Americans want the versions of Chinese EVs that come to America? We’ve noted recently that drivers are finally showing signs that they are fed up with the cost of new cars spiraling out of control. The kind of cheap Chinese EVs now on sale around the world would be a godsend for money-stressed Americans who are dependent on the automobile. But tariffs and other aforementioned factors mean that the models we get likely won’t be $10,000 basic transportation machines that undercut the entire overpriced American car economy.
Instead, Geelys for America probably will be big, luxurious vehicles whose appeal is fundamentally about feeling techy, futuristic, and cool, much the way Tesla first won over U.S. drivers. To that end, the brand brought a couple of fancy plug-in hybrid SUVs to CES to show Americans what we’re missing. Five years hence, we might not be missing them at all.
Current conditions: The winter storm barreling from Texas to Delaware could drop up to 2 feet of snow on Appalachia • Severe floods in Mozambique’s province of Gaza have displaced nearly 330,000 people • Parts of northern Minnesota and North Dakota are facing wind chills of -55 degrees Fahrenheit.
President Donald Trump announced a “framework of a future deal” on Greenland on Wednesday and abandoned plans to slap new tariffs on key European Union allies. He offered sparse details of the agreement, though he hinted that at least one provision would allow for the establishment of a missile-defense system in Greenland akin to Israel’s Iron Dome, which Trump has called “The Golden Dome.” On the Arctic island in question, meanwhile, Greenlanders have been preparing for the worst. The newspaper Sermitsiaq reported that generators and water cans have sold out as panic buyers stocked up in anticipation of a possible American invasion.

Geothermal startups had a big day on Wednesday. Zanskar, a company that’s using artificial intelligence to find untapped conventional geothermal resources, raised $115 million in a Series C round. The Salt Lake City-based company — which experts in Heatmap's Insider Survey identified as one of the most promising climate tech startups operating today — is looking to build its first power plants. “With this funding, we have a six power plant execution plan ahead of us in the next three, four years,” Diego D’Sola, Zanskar’s head of finance, told Heatmap’s Katie Brigham. This, he estimates, will generate over $100 million of revenue by the end of the decade, and “unlock a multi-gigawatt pipeline behind that.”
Later on Tuesday, Sage Geosystems, a next-generation geothermal startup using fracking technology to harness the Earth’s heat for energy in places that don’t have conventional resources, announced it had raised $97 million in a Series B. The financing rounds highlight the growing excitement over geothermal energy. If you want a refresher on how it works, Heatmap’s Matthew Zeitlin has a sharp explainer here.
Stegra, the Swedish startup racing to build the world’s first large green steel mill near the Arctic Circle, has recently faced troubles as project costs and delays forced the company to raise over $1 billion in new financing. But last week, Stegra landed a major new customer, marking what Canary Media called “a step forward for the beleaguered project.” A subsidiary of the German industrial giant Thyssenkrupp agreed to buy a certain type of steel from Stegra’s plant, which is set to start operations next year. Thyssenkrupp Materials Services said it would buy tonnages in the “high-six-digit range” of “non-prime” steel, a version of the metal that doesn’t meet the high standards for certain uses but remains strong and durable enough for other industrial applications.
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For years, Tesla’s mission statement has captured its focus on building electric vehicles, solar panels, and batteries: “Accelerating the world’s transition to sustainable energy.” Now, however, billionaire Elon Musk’s manufacturing giant has broadened its pitch. The company’s new mission statement, announced on X, reads: “Building a world of amazing abundance.” The change reflects a wider shift in the cultural discourse around the transition to new energy and transportation technologies. Even experts polled in our Insiders Survey want to ditch “climate change” as a term. The fatigue was striking coming from the very scientists, policymakers, and activists working to defend against the effects of human-caused temperature rise and decarbonize the global economy.That dynamic has fueled the push to refocus rhetoric on the promise of cheaper, more efficient, and more abundant technological luxuries — a concept Tesla appears to be tapping into now. It may be time for a change. As Matthew wrote in September, Tesla’s market share hit an all-time low last year.
In yesterday’s newsletter, I told you that the Tokyo Electric Power Company had delayed the restart of the Kashiwazaki Kariwa nuclear power station in western Japan over an alarm malfunction. It wasn’t immediately clear how quickly Japan’s state-owned utility would clear up the issue. It turns out, pretty quickly. The pause lasted just 24 hours before Tepco brought Unit 6 of the seven-reactor facility back online, NucNet reported.
Things are getting steamy in the frigid waters of Alaska’s Bristol Bay. New research from Florida Atlantic University’s Harbor Branch Oceanographic Institute found that a small population of beluga whales survive the long haul by mating with multiple partners over several years. It’s not just the males finding multiple female partners, as is the case with some other mammals. The study found that both males and females mated with multiple partners over several years. “What makes this study so thrilling is that it upends our long-standing assumptions about this Arctic species,” Greg O’Corry-Crowe, the research professor who authored the study, said in a press release. “It’s a striking reminder that female choice can be just as influential in shaping reproductive success as the often-highlighted battles of male-male competition. Such strategies highlight the subtle, yet powerful ways in which females exert control over the next generation, shaping the evolutionary trajectory of the species.”