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On the double disappointment of a supposed breakthrough in energy transmission.

For the past two weeks, the alleged discovery by Korean scientists of the “holy grail” of physics — the first room temperature superconductor — has captured the world’s imagination. Superconductors transmit energy without any resistance. In science fiction, they are the key to unlocking countless energy breakthroughs, from nuclear fusion to levitating trains.
On social media, hopeful dilettantes, myself included, clicked refresh with rapt enthusiasm as professional and amateur scientists alike live-tweeted and live-streamed attempts to replicate the experiment and dissected the latest research. Overall sentiment about the findings oscillated dramatically from one hour to the next.
But now, the jig may be up. On Monday night, the Condensed Matter Theory Center at the University of Maryland reviewed the latest evidence and declared that LK-99, the material in question, was not a superconductor at all, much less one at room temperature. “With a great deal of sadness, we now believe that the game is over,” the research center tweeted.
There are many other labs investigating the research that have yet to weigh in, and the saga may not be over. There are also many other scientists tinkering away with other materials in hopes of making the same kind of discovery. But success might prove underwhelming. Because even if we soon identify a room temperature superconductor — whether LK-99 or another material — it’s unlikely to make tackling climate change any easier.
Pretty much every material we use to generate, move, and use electricity today has some amount of electrical resistance, causing the loss of energy in the form of heat. U.S. power lines, for example, lose about 5% of the electricity they carry. The main promise of superconductors, when it comes to climate change, is the potential to eliminate this shortcoming, improving the efficiency of everything from wind turbines to power lines to vehicles.
Scientists have already discovered superconducting materials, but the problem is that they only exhibit zero resistance when cooled to extremely low temperatures, like between -300 and -450 degrees Fahrenheit. That’s why a material that proves to be superconducting at room temperature would be so exciting — it could be much easier to use in commercial applications.
I asked Kiruba Sivasubramaniam Haran, an electrical engineer at the University of Illinois who studies applications for superconductors, what the most exciting potential use for such a material would be. “It’s hard to pinpoint because it’s going to impact everything,” he told me. “You can push the bounds of electric currents that you can push through a motor, you can push the bounds of magnetic fields, make everything really small and compact, and you can cut all the losses.”
Researchers aren’t waiting around for room temperature superconductors to try and do this. They are still attempting to exploit the last breakthrough in the field, in the late 1980s, when scientists discovered materials that were superconducting at slightly higher temperatures — closer to -300 than -400. That meant they could be cooled with liquid nitrogen, rather than liquid helium, which is a finite, expensive resource. The discovery was awarded Nobel prizes and set off an explosion of research.
Haran said that for pretty much every piece of equipment on the power grid, there’s already been a demonstration project to try and improve it with these so-called “high temperature superconductors.” The Department of Energy has supported projects testing them in grid equipment in Chicago, Long Island, and Columbus, Ohio. GE Research is working on putting them in wind turbines. Companies like Commonwealth Fusion Systems that are racing to develop fusion reactors — a potential source of limitless, clean energy — use superconducting magnets to control and confine plasma. Haran himself has a company that’s trying to use them to build lightweight electric motors capable of powering large airplanes.
It’s been decades and these applications have yet to scale. Part of the challenge, Inna Vishik, a materials scientist at the University of California, Davis, told me, is achieving cost parity with existing solutions. Take transmission lines, which today use copper wire. Copper may not be perfect, but it’s cheap, and it’s already there. “I don't think we'll ever discover a superconductor that's cheaper than copper,” she said.
It’s true that part of what has held superconductors back has been the need to cool them. Karan said that his company is close to breaking even with its electric motor, and that a superconductor that could withstand higher temperatures would turn the trade-offs in its favor.
But other scientists stressed to me that temperature is just one factor. Jonathan Menard, chief research officer at the Princeton Plasma Physics Laboratory, told me that one of the bottlenecks for fusion has been manufacturing superconductors at scale. “The industry is challenged to figure out how to build this material in bulk and meet quality requirements that the fusion companies want,” he said.
The utility of a room temperature superconductor will also depend entirely on other properties of that material, such as how much current it can carry while remaining superconducting. We could very well discover a room temperature superconductor that’s entirely useless for many applications.
“All of the different superconducting materials have different critical properties,” said Menard. “They only stay superconducting below a certain magnetic field, below a certain temperature, and under certain stress conditions. We really have to assess it for all of those limits.”
Not to overly moralize the story of LK-99, but it’s dangerous to fall prey to magical thinking. There are no quick, easy solutions to climate change, but there are solutions that exist today. Holding out for technological breakthroughs risks failing to take advantage of all the opportunities to cut emissions at our fingertips.
Climate change is a problem of accumulation, and every ton of carbon that goes into the atmosphere matters. If scientists found a game-changing superconductor tomorrow, the world would face far fewer hazards by cutting emissions as rapidly as possible than if it waited for the discovery to translate to commercial applications.
There’s a glass-half-full version of this: Room temperature superconductors would be a monumental discovery, but we certainly don’t need them to decarbonize.
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According to a new analysis shared exclusively with Heatmap, coal’s equipment-related outage rate is about twice as high as wind’s.
The Trump administration wants “beautiful clean coal” to return to its place of pride on the electric grid because, it says, wind and solar are just too unreliable. “If we want to keep the lights on and prevent blackouts from happening, then we need to keep our coal plants running. Affordable, reliable and secure energy sources are common sense,” Chris Wright said on X in July, in what has become a steady drumbeat from the administration that has sought to subsidize coal and put a regulatory straitjacket around solar and (especially) wind.
This has meant real money spent in support of existing coal plants. The administration’s emergency order to keep Michigan’s J.H. Campbell coal plant open (“to secure grid reliability”), for example, has cost ratepayers served by Michigan utility Consumers Energy some $80 million all on its own.
But … how reliable is coal, actually? According to an analysis by the Environmental Defense Fund of data from the North American Electric Reliability Corporation, a nonprofit that oversees reliability standards for the grid, coal has the highest “equipment-related outage rate” — essentially, the percentage of time a generator isn’t working because of some kind of mechanical or other issue related to its physical structure — among coal, hydropower, natural gas, nuclear, and wind. Coal’s outage rate was over 12%. Wind’s was about 6.6%.
“When EDF’s team isolated just equipment-related outages, wind energy proved far more reliable than coal, which had the highest outage rate of any source NERC tracks,” EDF told me in an emailed statement.
Coal’s reliability has, in fact, been decreasing, Oliver Chapman, a research analyst at EDF, told me.
NERC has attributed this falling reliability to the changing role of coal in the energy system. Reliability “negatively correlates most strongly to capacity factor,” or how often the plant is running compared to its peak capacity. The data also “aligns with industry statements indicating that reduced investment in maintenance and abnormal cycling that are being adopted primarily in response to rapid changes in the resource mix are negatively impacting baseload coal unit performance.” In other words, coal is struggling to keep up with its changing role in the energy system. That’s due not just to the growth of solar and wind energy, which are inherently (but predictably) variable, but also to natural gas’s increasing prominence on the grid.
“When coal plants are having to be a bit more varied in their generation, we're seeing that wear and tear of those plants is increasing,” Chapman said. “The assumption is that that's only going to go up in future years.”
The issue for any plan to revitalize the coal industry, Chapman told me, is that the forces driving coal into this secondary role — namely the economics of running aging plants compared to natural gas and renewables — do not seem likely to reverse themselves any time soon.
Coal has been “sort of continuously pushed a bit more to the sidelines by renewables and natural gas being cheaper sources for utilities to generate their power. This increased marginalization is going to continue to lead to greater wear and tear on these plants,” Chapman said.
But with electricity demand increasing across the country, coal is being forced into a role that it might not be able to easily — or affordably — play, all while leading to more emissions of sulfur dioxide, nitrogen oxide, particulate matter, mercury, and, of course, carbon dioxide.
The coal system has been beset by a number of high-profile outages recently, including at the largest new coal plant in the country, Sandy Creek in Texas, which could be offline until early 2027, according to the Texas energy market ERCOT and the Institute for Energy Economics and Financial Analysis.
In at least one case, coal’s reliability issues were cited as a reason to keep another coal generating unit open past its planned retirement date.
Last month, Colorado Representative Will Hurd wrote a letter to the Department of Energy asking for emergency action to keep Unit 2 of the Comanche coal plant in Pueblo, Colorado open past its scheduled retirement at the end of his year. Hurd cited “mechanical and regulatory constraints” for the larger Unit 3 as a justification for keeping Unit 2 open, to fill in the generation gap left by the larger unit. In a filing by Xcel and several Colorado state energy officials also requesting delaying the retirement of Unit 2, they disclosed that the larger Unit 3 “experienced an unplanned outage and is offline through at least June 2026.”
Reliability issues aside, high electricity demand may turn into short-term profits at all levels of the coal industry, from the miners to the power plants.
At the same time the Trump administration is pushing coal plants to stay open past their scheduled retirement, the Energy Information Administration is forecasting that natural gas prices will continue to rise, which could lead to increased use of coal for electricity generation. The EIA forecasts that the 2025 average price of natural gas for power plants will rise 37% from 2024 levels.
Analysts at S&P Global Commodity Insights project “a continued rebound in thermal coal consumption throughout 2026 as thermal coal prices remain competitive with short-term natural gas prices encouraging gas-to-coal switching,” S&P coal analyst Wendy Schallom told me in an email.
“Stronger power demand, rising natural gas prices, delayed coal retirements, stockpiles trending lower, and strong thermal coal exports are vital to U.S. coal revival in 2025 and 2026.”
And we’re all going to be paying the price.
Rural Marylanders have asked for the president’s help to oppose the data center-related development — but so far they haven’t gotten it.
A transmission line in Maryland is pitting rural conservatives against Big Tech in a way that highlights the growing political sensitivities of the data center backlash. Opponents of the project want President Trump to intervene, but they’re worried he’ll ignore them — or even side with the data center developers.
The Piedmont Reliability Project would connect the Peach Bottom nuclear plant in southern Pennsylvania to electricity customers in northern Virginia, i.e.data centers, most likely. To get from A to B, the power line would have to criss-cross agricultural lands between Baltimore, Maryland and the Washington D.C. area.
As we chronicle time and time again in The Fight, residents in farming communities are fighting back aggressively – protesting, petitioning, suing and yelling loudly. Things have gotten so tense that some are refusing to let representatives for Piedmont’s developer, PSEG, onto their properties, and a court battle is currently underway over giving the company federal marshal protection amid threats from landowners.
Exacerbating the situation is a quirk we don’t often deal with in The Fight. Unlike energy generation projects, which are usually subject to local review, transmission sits entirely under the purview of Maryland’s Public Service Commission, a five-member board consisting entirely of Democrats appointed by current Governor Wes Moore – a rumored candidate for the 2028 Democratic presidential nomination. It’s going to be months before the PSC formally considers the Piedmont project, and it likely won’t issue a decision until 2027 – a date convenient for Moore, as it’s right after he’s up for re-election. Moore last month expressed “concerns” about the project’s development process, but has brushed aside calls to take a personal position on whether it should ultimately be built.
Enter a potential Trump card that could force Moore’s hand. In early October, commissioners and state legislators representing Carroll County – one of the farm-heavy counties in Piedmont’s path – sent Trump a letter requesting that he intervene in the case before the commission. The letter followed previous examples of Trump coming in to kill planned projects, including the Grain Belt Express transmission line and a Tennessee Valley Authority gas plant in Tennessee that was relocated after lobbying from a country rock musician.
One of the letter’s lead signatories was Kenneth Kiler, president of the Carroll County Board of Commissioners, who told me this lobbying effort will soon expand beyond Trump to the Agriculture and Energy Departments. He’s hoping regulators weigh in before PJM, the regional grid operator overseeing Mid-Atlantic states. “We’re hoping they go to PJM and say, ‘You’re supposed to be managing the grid, and if you were properly managing the grid you wouldn’t need to build a transmission line through a state you’re not giving power to.’”
Part of the reason why these efforts are expanding, though, is that it’s been more than a month since they sent their letter, and they’ve heard nothing but radio silence from the White House.
“My worry is that I think President Trump likes and sees the need for data centers. They take a lot of water and a lot of electric [power],” Kiler, a Republican, told me in an interview. “He’s conservative, he values property rights, but I’m not sure that he’s not wanting data centers so badly that he feels this request is justified.”
Kiler told me the plan to kill the transmission line centers hinges on delaying development long enough that interest rates, inflation and rising demand for electricity make it too painful and inconvenient to build it through his resentful community. It’s easy to believe the federal government flexing its muscle here would help with that, either by drawing out the decision-making or employing some other as yet unforeseen stall tactic. “That’s why we’re doing this second letter to the Secretary of Agriculture and Secretary of Energy asking them for help. I think they may be more sympathetic than the president,” Kiler said.
At the moment, Kiler thinks the odds of Piedmont’s construction come down to a coin flip – 50-50. “They’re running straight through us for data centers. We want this project stopped, and we’ll fight as well as we can, but it just seems like ultimately they’re going to do it,” he confessed to me.
Thus is the predicament of the rural Marylander. On the one hand, Kiler’s situation represents a great opportunity for a GOP president to come in and stand with his base against a would-be presidential candidate. On the other, data center development and artificial intelligence represent one of the president’s few economic bright spots, and he has dedicated copious policy attention to expanding growth in this precise avenue of the tech sector. It’s hard to imagine something less “energy dominance” than killing a transmission line.
The White House did not respond to a request for comment.
Plus more of the week’s most important fights around renewable energy.
1. Wayne County, Nebraska – The Trump administration fined Orsted during the government shutdown for allegedly killing bald eagles at two of its wind projects, the first indications of financial penalties for energy companies under Trump’s wind industry crackdown.
2. Ocean County, New Jersey – Speaking of wind, I broke news earlier this week that one of the nation’s largest renewable energy projects is now deceased: the Leading Light offshore wind project.
3. Dane County, Wisconsin – The fight over a ginormous data center development out here is turning into perhaps one of the nation’s most important local conflicts over AI and land use.
4. Hardeman County, Texas – It’s not all bad news today for renewable energy – because it never really is.