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Technology

Meta Puts Out the Call for Nuclear Energy Developers

On powering data centers, China exports, and surprising pollinators

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Meta Puts Out the Call for Nuclear Energy Developers
Heatmap Illustration/Getty Images

Current conditions: Monsoon rains caused severe flooding in Thailand and Malaysia that left more than 30 people dead • In Germany, a recent wind lull known as a “Dunkelflaute” has led to a drop in wind power and a rise in gas-fired electricity production • It is chilly and cloudy in Paris, where French lawmakers will vote today on whether to topple the government.

THE TOP FIVE

1. Meta seeks developers for nuclear energy scale-up

Facebook parent Meta put out a call yesterday for nuclear energy developers who can add 1-4 gigawatts of new nuclear generation capacity by the early 2030s to power the tech giant’s data centers. “Advancing the technologies that will build the future of human connection — including the next wave of AI innovation — requires electric grids to expand and embrace new sources of reliable, clean and renewable energy,” the company said in its announcement. Interested developers are asked to basically write a pitch explaining their qualifications and why they should be considered for the job, with proposals due by February 7 of next year. Other big tech companies, including Amazon and Google, are also relying on nuclear to satisfy their growing energy needs as AI becomes more prevalent.

Somewhat relatedly, the International Energy Agency is hosting a conference on energy and AI today and tomorrow. Experts from the tech and energy industries (including Google’s chief sustainability officer Kate Brandt and Kairos’ head of power commercial team Jeffrey Olson) will discuss “how artificial intelligence could transform global energy systems, exploring the key opportunities and challenges ahead.”

2. China bans exports of critical minerals to U.S.

China is banning exports of some critical minerals to the U.S. in retaliation for the Biden administration’s latest decision to curb China’s access to American-made memory chips. The tit-for-tat move bans exports of gallium, germanium, antimony. These materials are key components in semiconductors, and have many varied applications in clean tech. Gallium, for example, is used in solar panels, and antimony is used to make EV battery alloys. A recent report from the U.S. Geological Survey concluded that a total Chinese export ban on gallium and germanium could cut U.S. GDP by $3.4 billion.

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3. GM expects $5 billion in losses to restructure struggling China venture

Speaking of China, General Motors is shaking up its operations in the country, sustaining more than $5 billion in losses. The company’s Chinese joint venture, known as SAIC-GM, has gone from being a success to a liability in recent years, losing ground to Chinese competitors that poured money into producing EVs and hybrids. Electric vehicles make up more than half of all car sales in China. “Almost all foreign automakers there, including European, Japanese, and South Korean companies, are struggling as increasingly ambitious Chinese car companies like BYD and Geely introduce new models and slash prices,” reported The New York Times, noting that BYD is likely to overtake Ford this year in global sales.

4. Biden administration has awarded more than $100 billion from IRA

The Biden administration this week is celebrating the milestone of awarding more than $100 billion in grants as part of the Inflation Reduction Act. “Crossing the milestone of $100 billion awarded shows just how quickly we’re getting these funds out the door and into communities so they can make a real difference for the American people,” climate envoy John Podesta told Reuters. And another official said the administration will exceed its goal of obligating more than 80% of the available IRA grant money by the end of Biden’s term, explaining that this would mean the funds are protected: “They are subject to the terms of the contract, so when those contracts are signed and executed, this becomes a matter of contract law more than a matter of politics.”

5. Study: Arctic could see first ice-free day by 2027

The Arctic could experience its first ice-free summer day before 2030, perhaps even by 2027, according to a new study published in the journal Nature Communications. The international research team behind the study used multiple computer models and simulations to make the projection, which is “unlikely” but becoming more plausible as greenhouse gas emissions rise. Extreme weather events – like a series of exceptionally warm years – could trigger rapid melting leading to an ice-free day or days. Such an event could “have cascading effects on the rest of the climate system,” the authors wrote. “It would notably enhance the warming of the upper ocean, accelerating sea ice loss year round and therefore further accelerating climate change, and could also induce more extreme events at mid-latitudes.”

THE KICKER

Recent research suggests rare wolves in Ethiopia feed on the sweet nectar of plants known as red hot poker flowers, becoming covered in pollen in the process. This unusual behavior would make the wolves perhaps the first known large carnivores to be plant pollinators.

Ecology journal

Yellow
🔒

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Daily Briefing

China’s Thriving New Energy Exports

The Iran war has been a gift to the country’s vehicle, solar, and battery business.

Xi Jinping.
Heatmap Illustration/Getty Images

This is Heatmap Daily, a weekday evening digest written by our executive editor.

Happy Monday and welcome back. For months now, we’ve been talking about how the U.S. and Israel’s war in Iran has been a boon for electric vehicles, clean energy, and (unfortunately) coal.

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Climate Tech

The World’s First Subsea Geothermal Well Had 8.7 Seconds of Glory

Endurance Energy hoped its generator would run for a full year, but the team isn’t afraid of the “error” in “trial and error.”

An Endurance installation.
Heatmap Illustration/Endurance Energy, Getty Images

About 300 miles off the Oregon coast, a mile beneath the ocean’s surface, a startup just drilled the world’s first subsea geothermal well. And for a grand total of exactly 8.7 seconds, its prototype power plant generated about 2 kilowatts of net power. It wasn’t quite the result the Seattle-based Endurance Energy was hoping for — the company’s goal was to run its 100-kilowatt generator for a full year. But it’s not nothing.

“We really proved with this mission that a geothermal well could be drilled and completed on the seafloor, and doing that within 21 months of the company existing I think is really a testament to our pace of progress,” Endurance CEO Andrew Redd told me.

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‘Starting to Fray’

On Greenland’s deepsea mining ban, Indonesia floating nuclear, and a solar boom

Data center construction.
Heatmap Illustration/Getty Images

Current conditions: Hurricane Trudy has weakened from its peak as a Category 2 storm but still threatens up to 8 inches of rain as it swirls off Baja California • A nor’easter is howling through the Mid-Atlantic this week, hammering the coast with winds of up to 70 miles per hour • A humid overcast has settled over Paris this week as French authorities struggle to regain control after protests over living costs gave way to anarchic riots.


THE TOP FIVE

1. America’s AI infrastructure boom ‘is starting to fray’

At least 47 major data center projects have been delayed, withdrawn, or blocked so far this year, according to data the regulatory intelligence service RegLayer shared with the Financial Times — and that may be a “conservative estimate.” Just 35% of planned data centers are “credible,” analysts told the newspaper, as more than 1,000 communities across the United States now have restrictions on artificial intelligence infrastructure. The data comes as investors look increasingly jittery about AI following ChatGPT-maker OpenAI’s missing a key revenue metric this year.

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Blue