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They look like a weapon. They work like a weapon. But they could save countless lives.

I confess that when I first heard about flamethrowing drones, I did not think they sounded like a good idea.
Being an American sometimes means learning that flamethrowers can get marked down for Black Friday (25% off! Bitcoin accepted!) and that a device that shoots literal fire is “not considered a firearm” in the United States. These discoveries did not leave me with the best first impression; drones struck me as untrustworthy enough before I learned they were being rigged to ignite things.
But for all that they sounds like they belong in a supervillain’s arsenal, fire-starting drones could also save countless lives. That’s because unmanned vehicles — especially ones that fly — just might be the next frontier in wildland firefighting.
“It’s still pretty new technology and there’s a long way to go before it’s being used everywhere,” Carrick Detweiler, the CEO and co-founder of Drone Amplified, stressed to me. He and his team of computer science and engineering professors and alums from the University of Nebraska-Lincoln are focused on supplying major fire agencies with devices that can be used to safely conduct backburns and prescribed burns. They already have “hundreds” of such drones out in the field, with clients including the U.S. Forest Service and the Bureau of Land Management, as well as comparable fire agencies in Canada, Australia, and New Zealand.
Rather than mount a whole flamethrower to a drone, the Drone Amplified device works by dropping small potassium permanganate shells that had been injected with anti-freeze, causing the shells to ignite, over a landscape. (The shells are known as “dragon eggs.”) This allows fire agencies to conduct controlled low-intensity burns in hard-to-reach locations to limit the available fuel for future wildfires. It also allows firefighters to start what are known as backburns, defensive “counter-fires” of last resort that block an advancing wildfire from moving into a new landscape, and that are traditionally started by hand with dip torches.
IGNIS 2.0 Introductionyoutu.be
Most important of all, though, Drone Amplified’s invention keeps the skies above wildfires in the domain of unmanned aircraft. Already this month in Australia, where wildfire season is just beginning, a fire-mapping plane crashed, killing all three people on board, including a 22-year-old New Yorker. In the U.S. this summer, a helicopter collision in California killed an additional three who’d been attending to a grass fire. By the CDC’s measure, about a quarter of all firefighting deaths are aviation-related; according to High Country News, 37 firefighters died in aerial accidents between 2005 and 2015, meaning “more than 200 ground firefighters would die every year” if earthbound casualty rates were the same.
“A bushfire creates its own weather system, right?” Adrian Hollis of the Perth-based digital technology company Remsense, which is developing an aerial ignition system to rival Drone Amplified’s in Australia, explained to me. The heat from a wildfire creates an updraft, which in addition to natural weather conditions, can result in “a lot of wind shear,” Hollis went on. “And because you are fighting a fire, you’re so low [in a plane or helicopter] that you’ve got no recovery altitude. So if you go into a stall or something happens, you’ve got no height to get out of trouble. That’s why it’s so dangerous.”
With wildfires being so unpredictable and deadly, you’d think there would have already been more advances in firefighting drones and robotics. But what makes fires so complicated for humans to fight also makes them difficult for the equipment. “The environment of fighting fires is probably one of the most challenging environments for any technology,” Carlos Viegas, a mechanical engineer at Portugal’s University of Coimbra and the head of the school’s Field Tech Lab, told me.
Viegas’ specialty when it comes to drone payload isn’t fire; it’s water. In Portugal, where backburning is less common, he’s helped to invent a drone that will drag a fire hose to douse hard-to-reach or dangerous fires, the design of which required overcoming the same obstacles of high heat, low visibility, ashy air, and unpredictable weather conditions that a fire-dropping drone might encounter. “This is why we are still fighting fires the way we used to fight for the last 50 or 100 years, almost,” he said of the tough conditions engineers have to overcome in drone design. “The progress, in this case, it’s very slow.”
Beyond safety concerns, there are, of course, financial and logistical considerations compelling the advancements, too. Wildfires aren’t always cooperative, for one thing; they often start in areas where it’s hard — or expensive — to shuttle people to the site. In Hollis’ line of work, in Australia, responding to a wildfire might require transporting fuel, a helicopter, and staff hundreds of miles into remote or roadless terrain, all of which makes a drone that weighs only about as much as a small golden retriever when fully loaded far more appealing.
A drone is also cheaper. One of Drone Amplified’s Alta X’s, outfitted with the Ignis fire-starting system, runs around $80,000, which might sound expensive if you’re an, um, home flame-throwing enthusiast, but for a fire agency, “the alternative is a helicopter that costs $10,000 to $20,000 a day to operate,” Detweiler said. “And then the added risk of the people who are up in helicopters.” The price tag has the further benefit of deterring pyromaniacs; though anyone can technically buy one of Drone Amplified’s products, which the FAA has carved out a dangerous weapon exemption for, Detweiler reassuringly pointed out that “few people have $80,000 just to spend” and “we do have pretty in-depth discussions, and we do trainings, with users.”
Besides, the people the drone really needs to win over are the firefighters, who are understandably distrustful of newfangled gadgets that could quit on them in a life-or-death situation. But according to Detweiler, they are coming around: “It’s been really exciting to see just how the fire community has started to embrace these new technologies because historically, they’re putting their lives on the line and they trust their shovel and their chainsaw,” he said. “New technology really needs to work to get them to start adopting it.”
It might also, one day, make them obsolete. Already, drones are being used for fire surveillance and mapping, and Viegas, the Portuguese mechanical engineer, showed me videos of other autonomous systems the Field Tech Lab is pioneering, including a mini bulldozer that can dig a fireline and drones equipped with remote sensors that can tell when a landscape is becoming overgrown, and thus more fire-prone, long before people on the ground can.
On the one hand, it’s incredible to be on the cusp of this moment, where a technology shift could save hundreds of firefighters’ lives by taking them out of difficult, dangerous landscapes in the decades to come. On the other — and as the existence of an online flamethrower retailer perhaps implies — these are powerful tools in the wrong hands, too. Armchair drone enthusiasts have already scuttled wildfire suppression efforts by flying cameras over burns, grounding official aerial fire missions in the process, not to mention that some 89% of wildfires are started by people. I don’t have an enormous amount of trust that someone, somewhere, won’t do something dumb with an expensive toy.
But the upsides certainly outweigh any edge cases my overactive imagination can dream up. Viegas, for one, sees only upsides: “I firmly believe that we are working towards a solution where we won’t need any firefighters in the terrain — we will just fight fires with unmanned means,” he said.
And while the “dangerous weapon” parallel is never too far away from something like a fire-starting drone, he suggested the embrace of the technology requires a simple reframe of the enemy. “In the war, you are seeing already everything is done by drones,” Viegas said. “I believe that in the war against fires, it’s going to be the same as well.”
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The Series E round will fund the enhanced geothermal company’s flagship Cape Station project.
The enhanced geothermal company Fervo is raising another $462 million, bringing on new investors in its Series E equity round.
The lead investor is a new one to the company’s books: venture capital firm B Capital, started by Facebook co-founder Eduardo Saverin. Fervo did not disclose a valuation, but Axios reported in March that it had been discussing an IPO in the next year or two at a $2 billion to $4 billion valuation.
Much of the capital will be devoted to further investments in its Cape Station facility in Utah, which is due to start generating 100 megawatts of grid power by the end of 2026. A smaller project in Nevada came online in 2023.
Fervo’s last equity round was early last year, when it raised $255 million led by oil and gas company Devon. It also raised another $206 million this past summer in debt and equity to finance the Cape Station project, specifically, and reported faster, deeper drilling numbers.
“I think putting pedal to the metal is a good way to put it. We are continuing to make progress at Cape station, which is our flagship project in Southwest Utah, and some of the funding will also be used for early stage development at other projects and locations to expand Fervo’s reach across the Western U.S.,” Sarah Jewett, Fervo’s senior vice president of strategy, told me
“Enhanced geothermal” refers to injecting fluid into hot, underground rocks using techniques borrowed from hydraulic fracturing for oil and gas. Along with the geothermal industry as a whole, Fervo has found itself in the sweet spot of energy politics. It can provide power for technology companies with sustainability mandates and states with decarbonization goals because it produces carbon-free electricity. And it can host Republican politicians at its facilities because the power is 24/7 and employs labor and equipment familiar to the oil and gas industry. While the Trump administration has been on a warpath against solar and (especially) wind, geothermal got a shoutout in the White House’s AI Action Report as an electricity source that should be nurtured.
“Being clean and operating around the clock is just a really strong value proposition to the market,” Jewett said. “Utilizing an oil and gas workforce is obviously a big part of that story; developing in rural America to serve grids across the West; producing clean, emissions-free energy. It's just a really nice, well-rounded value proposition that has managed to maintain really strong support across the aisle in Washington despite the administration shift.”
But bipartisan support on its own can’t lead to gigawatts of new, enhanced geothermal powering the American west. For that Fervo, like any venture-backed or startup energy developer, needs project finance, money raised for an individual energy project (like a solar farm or a power plant) that must be matched by predictable, steady cashflows. “That is, obviously the ultimate goal, is to bring the cost of capital down for these projects to what we call the ‘solar standard,’’’ Jewett said, referring to a minimum return to investors of below 10%, which solar projects can finance themselves at.
While solar power at this point is a mature technology using mass-manufactured, standardized parts having very good foreknowledge of where it will be most effective for generating electricity (it’s where the sun shines), enhanced geothermal is riskier, both in finding places to drill and in terms of drilling costs. Project finance investors tend to like what they can easily predict.
“We are well on our way to do it,” Jewett said of bringing down the perceived risk of enhanced geothermal. “This corporate equity helps us build the track record that we need to attract” project finance investors.
Whether enhanced geothermal is price competitive isn’t quite clear: Its levelized cost of energy is estimated to be around twice utility scale solar's, although that metric doesn’t give it credit for geothermal’s greater reliability and lack of dependence on the weather.
While Cape Station itself is currently covered in snow, Jewett said, construction is heating up. The facility has three power plants installed, a substation and transmission and distribution lines starting to be put up, putting the facility in line to start generating power next year, Jewett said.By the time it starts generating power for customers, Fervo hopes to have reduced costs even more.
“Cost reductions happen through learning by doing — doing it over and over and over again. We have now drilled over 30 wells at the Cape Station field and we’re learning over time what works best,” Jewett said.
Overview Energy has raised $20 million already and is targeting a Series A early next year.
When renowned sci-fi author Isaac Asimov first wrote about space-based solar power in the 1940s, it helped inspire engineers and the federal government alike to take the idea seriously. By the 1970s, a design had been patented and feasibility studies were underway. But those initial efforts didn’t get far — challenges with launch costs, constructing the necessary structures in space, and energy conversion efficiency proved too much for scientists to overcome.
Now the idea is edging ever closer to reality.
The space solar company Overview Energy emerged from stealth today, announcing its intention to make satellites that will transmit energy via lasers directly onto the Earth’s grid, targeting preexisting utility-scale solar installations. The startup has already raised $20 million in a seed round led by Lowercarbon Capital, Prime Movers Lab, and Engine Ventures, and is now working on raising a Series A.
The core thesis behind Overview is to allow solar farms to generate power when the sun isn’t shining, turning solar into a firm, 24/7 renewable resource. What’s more, the satellites could direct their energy anywhere in the world, depending on demand. California solar farms, for example, could receive energy in the early morning hours. Then, as the sun rises over the West Coast and sets in Europe, “we switch the beam over to Western Europe, Morocco, things in that area, power them through the evening peak,” Marc Berte, the founder and CEO of Overview Energy, explained. “It hits 10 p.m., 11 p.m., most people are starting to go to bed if it’s a weekday. Demand is going down. But it’s now 3 p.m. in California, so you switch the beam back.”
That so-called “geographic untethering” will be a key factor in making all of this economically feasible one day, Berte told me. The startup is targeting between $60 and $100 per megawatt-hour by 2035, when it aims to be putting gigawatts of commercial space solar on the grid. “It’s 5 o’clock somewhere,” Berte told me. “You’re profitable at $100 bucks a megawatt-hour somewhere, instantaneously, all the time.”
Making the math pencil out has also meant developing super-efficient lasers and eliminating all power electronics on its custom spacecraft. The type of light Overview beams to earth — called “near-infrared” and invisible to the naked eye — is also very efficiently converted into electricity on a solar cell. While pure sunlight is only converted at 20% efficient, near-infrared light is converted at 50% efficiency. Thus, Overview enables solar panels to operate even more efficiently during the night than during the day.
Today, the startup also announced the successful demonstration of its ability to transmit energy from a moving aircraft to a ground receiver three miles below — the first time anyone has beamed high power from a moving source. Although Overview’s satellites will eventually need to transmit light from much farther away — around 22,000 miles from Earth — the test proved that the fundamental technical components work together as planned.
“There’s no functional difference from what we just did from an airplane to what we’re going to do in 10 years at gigawatts from space,” Berte told me. “The same beacon, the same tracking, the same mirror, the same lasers, all the same stuff, just an airplane instead of space.”
Overview’s ultimate goal is ambitious to say the least: It’s aiming to design a system that can deliver the equivalent of 10% to 20% of all global electricity use by 2050. To get there, it’s aiming to put megawatts of power on the grid by 2030 and gigawatts by the mid-2030s. Its target customers include independent power producers, utilities, and data centers, and the company currently has a SpaceX launch booked for early 2028. At this point, Berte says Overview will likely be starting up its own prototype production line, which it will scale in the years to follow.
That certainly won’t be a simple undertaking. To produce a gigawatt of power, Overview will need to deploy 1,000 huge satellites, each measuring around 500 to 600 feet across and weighing about 8 to 10 tons. The largest satellites currently in space are about 100 to 150 feet across, and roughly 5 to 10 tons. “No one really mass-manufactures satellites in the kind of quantities required,” Berte explained, and nobody is producing the design and form factor that Overview requires. “So we are going to have to in-source a lot of the integration for that.”
But while the startup’s satellites will span the length of about two football fields, they fold up neatly into a package about the size of a shipping container, making it possible for them to fit on a SpaceX rocket, for example. When the satellites beam their power down to Earth, they’ll target a beacon — also shipping container-sized — that will be placed in the middle of the solar farm.
Initially, Berte told me, Overview will target deployment in places where logistical challenges make energy particularly expensive — think Alaska or island states and territories such as Guam, Hawaii, and Puerto Rico. But first, the company must demonstrate that its tech works from thousands of miles away. That’s what the funding from its forthcoming Series A, which Berte expects to close in spring of next year, is intended for.
“That is to take us to the next step, which is now do it in space. And after that, it’s now do it in space, but big,” he told me. “So it’s crawl, walk, run, but most importantly, the technology and how you do it doesn’t change.”
Rob catches up with the Center for Strategic and International Studies’ Ilaria Mazzocco.
China’s electric vehicle industry, it’s now well understood, is churning out cars that rival or exceed the best products coming out of the West. Chinese EVs are cheaper, cooler, more innovative, and have better range. And now they’re surging into car markets around the world — markets where consumers are hungry for clean, affordable transportation.
On this week’s episode of Shift Key, Rob talks to Ilaria Mazzocco about her new report on how six countries around the world are dealing with the rise of Chinese EVs. Why do countries welcome Chinese-made EVs, and why do countries resist them? How do domestic carmakers act when Chinese EVs come to town? And are climate concerns still driving uptake?
Mazzocco is the deputy director and senior fellow with the Trustee Chair in Chinese Business and Economics at the Center for Strategic and International Studies. Shift Key is hosted by Robinson Meyer, the founding executive editor of Heatmap, and Jesse Jenkins, a professor of energy systems engineering at Princeton University. Jesse is off this week.
Subscribe to “Shift Key” and find this episode on Apple Podcasts, Spotify, Amazon, or wherever you get your podcasts.
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Here is an excerpt from our conversation:
Ilaria Mazzocco: Chinese batterymakers have persisted in focusing on LFP batteries with some spectacular results, I would say. And partly I think that’s been thanks to just being able to deploy them at really large scale and just testing and getting them out there.
But I think BYD is really a great example of that. They invest so much in R&D that it’s really hard to compete with them on some of these things. That’s really the big challenge, where, if you want to make a cheap car, you need LFP. That’s why Ford sought out that licensing deal with CATL, was to acquire LFP battery technology. And LFP batteries are really something that Chinese batterymakers have really excelled at.
Now, there could be breakthroughs in other chemistries. There could be a catchup game with non-Chinese batterymakers that actually become good at making LFP. That’s entirely possible. But right now, if you’re an Indian carmaker and you want to make a cheap car, your best bet is probably to get it from BYD or CATL, or maybe Gotion or something like that. That’s really what you’re looking at.
Robinson Meyer: It also, though, really changes how we talk about a lot of the development of auto industries abroad. Because I mean, I realize this is how cars were made for a long time, but I think … basically like if you were to say, Oh yeah, we make our own internal combustion cars here, we simply import the engines from Detroit, and then we place them in our otherwise finished vehicles that we’ve made domestically, and then we put it under a domestic label. We’re very proud of that. That’s essentially what is happening when countries import batteries. The batteries are so central to the operation of the EVs and what the EVs are capable of that when you import your batteries, you’re really relying on your trade partner for a lot of the core physical capacity of that vehicle, and a lot of the core, underlying chemical engineering capability that that vehicle affords you.
It suggests to me that in terms of when you think about the global EV industry, there are companies that are dependent on some kind of Chinese battery export. There are companies that are dependent on some kind of Korean battery export. There’s a few American entrants — mostly Tesla. There’s a few European entrants. And that’s kind of it. Everyone else is piggybacking on the back of one of those core technologies.
Mentioned:
Ilaria’s new report: The Global EV Shift: The Role of China and Industrial Policy in Emerging Economies
Previously on Shift Key: How China’s EV Industry Got So Big
This episode of Shift Key is sponsored by …
Heatmap Pro brings all of our research, reporting, and insights down to the local level. The software platform tracks all local opposition to clean energy and data centers, forecasts community sentiment, and guides data-driven engagement campaigns. Book a demo today to see the premier intelligence platform for project permitting and community engagement.
Music for Shift Key is by Adam Kromelow.