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Technology

Three Mile Island Is Coming Back Online to Power Microsoft Data Centers

On major nuclear news, the Doomsday Glacier, and Canada’s emissions

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Three Mile Island Is Coming Back Online to Power Microsoft Data Centers
Heatmap Illustration/Getty Images

Current conditions: Cleanup efforts have begun in Italy’s washed out Emilia-Romagna region • Endangered freshwater dolphins are washing ashore at Brazil’s Lake Tefe as water levels recede due to drought • The Colorado Rockies could see some snow this weekend.

THE TOP FIVE

1. Three Mile Island nuclear plant to come back online to power Microsoft data centers

We’ll start with some breaking news today: Pennsylvania’s Three Mile Island nuclear plant, the site of an infamous 1979 partial reactor meltdown, will be revived by 2028 as part of a plan to provide power for Microsoft’s data centers. Constellation Energy, the plant’s owner and the largest nuclear operator in the country, announced the news today. Microsoft agreed to buy all of the plant’s power for 20 years – enough energy to power 800,000 homes.

If approved, this decision “would mark a bold advance in the tech industry’s quest to find enough electric power to support its boom in artificial intelligence,” The Washington Post reported. “The symbolism is enormous,” Joseph Dominguez, chief executive of Constellation, told The New York Times. “This was the site of the industry’s greatest failure, and now it can be a place of rebirth.”

“Now, THIS is additional clean supply,” said Heatmap Shift Key co-host Jesse Jenkins. “Bravo. It is remarkable to see a handful of nuclear reactors shuttered in the last decade due to poor revenues contemplating restart now. Palisades, now TMI. Who is next? Maybe it was unwise to let these plants close in the fist place eh?”

2. World Bank climate financing reaches record high

The World Bank Group yesterday announced it delivered a record $42.6 billion in climate finance in fiscal year 2024 (which ran from July to June), a 10% increase year-over-year. Climate financing made up 44% of the group’s total lending, which is awfully close to its goal, set at COP28, of 45% for fiscal year 2025. However this remains “well short of the trillions of dollars in additional resources needed annually to finance the clean energy transition in emerging markets and developing countries,” noted Reuters.

3. Equatic starts producing its breakthrough anode

Carbon removal startup Equatic announced it has started manufacturing its “oxygen-selective anode,” which has the potential to pave the way for a two-for-one climate solution: commercial hydrogen production and carbon removal. Equatic wants to use seawater electrolysis – sending an electrical current through seawater – to sequester carbon dioxide from the air in the ocean while also producing hydrogen. But as Heatmap’s Emily Pontecorvo reported, electrolysis tends to turn the salt in the water into the toxic and corrosive gas chlorine, which makes commercializing such a process challenging. So Equatic set out to find the right combination of catalysts to make an anode – a sheet of conductive, positively-charged metal – that, when used in electrolysis, would screen out the salt and not allow it to react. Using ARPA-E funding, they landed on a design that produced less than one part per million of chlorine (lower than the amount in drinking water) and performed reliably for more than 20,000 hours of testing.

The company’s San Francisco facility will be able to produce 4,000 of these anodes per year to start, and is expected to operate at full capacity by the end of 2024. It will produce the anodes for Equatic’s first demonstration-scale project, a new plant in Singapore designed to remove 10 metric tons of CO2 and produce 300 kilograms of hydrogen per day — 100 times larger than the pilot version. Equatic also has plans to build an even bigger plant in Quebec that can remove 300 tons per day. That’s about three times the capacity of Climeworks’ Mammoth plant, the world’s largest direct air capture plant operating today.

4. Outlook for Doomsday Glacier looking ‘grim’

Scientists who spent six years examining the Thwaites Glacier in Antarctica warned this week that the outlook for the glacier is “grim.” Thwaites, often referred to as the “Doomsday Glacier,” is massive, spanning an area equal to the state of Florida. It has been retreating for nearly a century, but this melting has accelerated significantly over the last 30 years and the new research suggests it is set to worsen. Within 200 years, the glacier could collapse, raising sea levels worldwide. CNN succinctly summarized why this matters:

“Thwaites holds enough water to increase sea levels by more than 2 feet. But because it also acts like a cork, holding back the vast Antarctic ice sheet, its collapse could ultimately lead to around 10 feet of sea level rise, devastating coastal communities from Miami and London to Bangladesh and the Pacific Islands.”

Dr. Ted Scambos, U.S. science coordinator of the International Thwaites Glacier Collaboration and glaciologist at the University of Colorado, said “immediate and sustained climate intervention will have a positive effect, but a delayed one.”

ITGC

5. WRI considers city life at 3 degrees Celsius of warming

A sweeping new report from the World Resources Institute paints a bleak picture of what 996 of the world’s biggest cities will feel like in a world that is 1.5 degrees Celsius warmer than pre-industrial records, and compares that to a scenario in which temperatures warm by 3 degrees Celsius. Here are some stats:

  • 6.4 – heat waves, on average, cities will experience each year with 3 degrees C of warming, compared to 4.9 heat waves annually at 1.5 degrees C of warming.
  • 24.5 – average length, in days, of the year’s longest heat wave at 3 degrees C of warming, compared to 16.3 days for 1.5 degrees C of warming.
  • 16 – percentage of big cities that would experience a heat wave that lasts for a month or longer annually at 3 degrees C of warming.
  • Two-thirds – the share of the global population that will live in cities by 2050.

The report also looks at what warmer temperatures mean for mosquito-borne diseases. Some, like dengue, Zika, and West Nile, will become more common. But malaria could actually decline “as temperatures in many places become warmer than what is optimal for malaria-transmitting mosquitos.”

THE KICKER

Canada’s carbon emissions dropped last year for the first time since the pandemic, falling 0.8% between 2022 and 2023.

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Climate Tech

Running a Smart Home Energy System Takes a Lot of Software

Lunar Energy’s latest AI-powered system aims to integrate EVs into the automated demand response mix.

A home charging system.
Heatmap Illustration/Lunar, Getty Images

In theory, it’s straightforward to assemble the smart energy home: Solar panels, home backup batteries, and electric vehicles, plus smart thermostats, heat pumps, and water heaters — all the individual pieces can be had for the homeowner who can afford the up-front cost. The challenge is getting all those pieces to talk to one another.

Bay Area-based Lunar Energy is one of the tech firms that’s been trying to crack this problem. Today, it announced an upgraded version of its artificial intelligence-powered home energy control system, which not only integrates all those separate systems but also responds tactically to energy markets. CEO Kunal Girotra told me Lunar AI saves its users money by monitoring their home 24/7 and making decisions to charge, not to charge, or discharge so that they save the most money.

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Exclusive: Coreshell Raises $30 Million to Replace Chinese Graphite With American Silicon

The fundraise comes on the heels of a $50 million grant from the Department of Energy.

An American rock.
Heatmap Illustration/Coreshell, Getty Images

Almost all lithium-ion batteries on the market rely on graphite for their anodes, more than 90% of which is processed in China. That concentration has created a chokepoint in the Pentagon’s supply chain as the military increasingly turns to batteries to help its transportation network operate more quietly and reduce reliance on complex refueling logistics.

So when Congress passed the latest National Defense Authorization Act at the end of 2025, barring Chinese-linked battery materials from military use starting in 2028, Coreshell saw an opening. While the California-based silicon-anode battery startup had previously focused on automakers as its beachhead customers, it’s now shipping its first battery cells to the military for use on Navy ships and Army ground vehicles. On Wednesday, Coreshell announced a $30 million Series B to scale up manufacturing operations to meet the needs of this growing customer base.

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AM Briefing

Late and Over Budget

On inflation, Sublime’s lawsuit, and Bill Gates’ trash

A GE Vernova rendering.
GE Vernova

Current conditions: A large storm is roaring across the Northeast that will shower Michigan and Upstate New York with rain and snow by tomorrow • AccuWeather declared an early end to the 2026 Atlantic hurricane season, which saw 10 named storms and only one hurricane in October, breaking a 121-year record for the latest first hurricane • It’s a mild, cloudy day at the Rethondes Clearing in France’s Forest of Compiègne, where the armistice that ended World War I was signed 108 years ago today.


THE TOP FIVE

1. Electricity prices jumped again last month

Inflation is ticking up again, and faster than expected. That’s my colleague Matthew Zeitlin’s read on the latest numbers from the Bureau of Labor Statistics. Preliminary data from Heatmap and MIT’s Electricity Price Hub shows that electricity prices in particular spiked nearly 8% to 19.9 cents per kilowatt-hour in October from 18.5 cents in the same month last year. But that’s largely due to a change in the timing of a bill credit in California. Without that, the year over year price jump was just under 4%.

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