You’re out of free articles.
Log in
To continue reading, log in to your account.
Create a Free Account
To unlock more free articles, please create a free account.
Sign In or Create an Account.
By continuing, you agree to the Terms of Service and acknowledge our Privacy Policy
Welcome to Heatmap
Thank you for registering with Heatmap. Climate change is one of the greatest challenges of our lives, a force reshaping our economy, our politics, and our culture. We hope to be your trusted, friendly, and insightful guide to that transformation. Please enjoy your free articles. You can check your profile here .
subscribe to get Unlimited access
Offer for a Heatmap News Unlimited Access subscription; please note that your subscription will renew automatically unless you cancel prior to renewal. Cancellation takes effect at the end of your current billing period. We will let you know in advance of any price changes. Taxes may apply. Offer terms are subject to change.
Subscribe to get unlimited Access
Hey, you are out of free articles but you are only a few clicks away from full access. Subscribe below and take advantage of our introductory offer.
subscribe to get Unlimited access
Offer for a Heatmap News Unlimited Access subscription; please note that your subscription will renew automatically unless you cancel prior to renewal. Cancellation takes effect at the end of your current billing period. We will let you know in advance of any price changes. Taxes may apply. Offer terms are subject to change.
Create Your Account
Please Enter Your Password
Forgot your password?
Please enter the email address you use for your account so we can send you a link to reset your password:
With mosquito-like mini-battering rams, hot dog-shaped floaties, and not a lot of battery life.

Last week, I took a train and two buses to an abandoned tuberculosis sanatorium on Staten Island, where I watched first responders pretend another Hurricane Sandy had just struck New York City.
For the sake of the drill, organizers kept many of the details of the fictional scenario the same as they’d been then: Emergency Management officials were told to respond as if a supercharged storm was causing devastating floods and stranding people in life-threatening situations. But the dry run also featured a major difference from the disaster that hit 12 years ago this month and left more than 43 New Yorkers dead.
This time, the city has drones.
It has drones with cameras that can read the logo on your jacket from 400 feet in the air and drones with sophisticated mapping software that can estimate how deep a flooded intersection is. It has drones that come on little leashes tethered to NYPD cruisers for continuous power and drones that are so small they can fly under beds and into closets and sound like dentist drills when they’re operating. It has drones that can transmit messages in 80 languages, drones with thermal sensors, and drones that can drop flotation devices into the ocean. It even has a drone that can break a window — the highlight of the morning for the members of the local press and the top brass of the New York Police Department, Fire Department, and NYCEM (New York City Emergency Management, pronounced “Nee-chim,” newly rebranded from the more generic Office of Emergency Management) who’d gathered to observe the exercise, which was touted as the largest-known municipal unmanned aerial system drill in history.
“Breach drones,” as I’ve since learned, look a little like crudely drawn mosquitos. Held aloft by four rotary wings, the $87,750 contraptions are affixed with rods on their fronts that resemble an insect’s proboscis but function essentially like a battering ram. Given the drone’s unsteady, bobbing flight and the way it repeatedly banged itself against the window to chip a hole in the pane big enough to fly through, I found the whole demonstration to be surprisingly entomological for what New York City’s first responders claim is the bleeding edge of its extreme weather response.
“We’re really just scraping the first layer” of what is possible, Louis Font, a citywide interagency coordinator, told me during the drill. As he put it, drones are “the Swiss army knife of the public safety world.”
There is a small problem, though: New Yorkers really, really hate drones. Actually, they hate all autonomous gadgets that give off a whiff of Big Brother. A security robot deployed in the Times Square subway station over the winter had to be guarded by two human officers around the clock to prevent it from being vandalized, and the cheeky New York City news blog Hell Gate proposed that bots like the NYPD’s crime-fighting “Digidog” are “the city’s most expensive punching bags” and teased, “we’re excited to watch as the situation unfolds.” Even the local wildlife seems willing to take matters into its own talons, with birds attacking drones deployed to Rockaway Beach over the summer.
The city acquired its first set of drones in 2018 and is now one of about 900 U.S. municipalities that have begun using unmanned aerial systems in its crime- and emergency-related responses. But with a police budget bigger than many nations’ entire military outlay and a techno-optimist mayor, New York quickly became one of the premier drone-wielding cities in the world.
It hasn’t been an entirely smooth journey, though. Plans to use drones to monitor private backyard Labor Day parties last year spurred privacy concerns rooted in a history of the NYPD abusing surveillance technologies and prompted pushback from local civil liberties groups. “We’ve got so many discredited examples of this mayor searching for high-tech gimmicks to solve real-world problems and leaving New Yorkers out to dry,” Albert Fox Cahn, the executive director of the Surveillance Technology Oversight Project, a.k.a. STOP, told me. “We end up spending a huge amount of money on largely unvetted vendors to buy products that simply just don’t fit the needs of our city.”
The question I wanted to answer on Staten Island was whether drones might be able to meet the needs of a city after a storm like Hurricane Helene or Hurricane Sandy. The overwhelming impression I left with, though, was of agencies that are in the awkward stage of a growth spurt — eager to use technology that will one day be indispensable but, for the time being, presents the risk of overcomplicating situations that would otherwise benefit from a more old-fashioned, boots-on-the-ground approach, with potentially both comic and tragic results.
Much of this is simply because of the physical limitations of drones. For one thing, they can’t fly in winds of more than about 20 to 30 miles per hour, making them pretty much useless during an actual storm (or in a Manhattan wind tunnel, for that matter). That narrows their use to two main categories: before a storm, as early warning systems, and after, in search-and-rescue operations.
It’s easy to understand the appeal of the former use. Scientists expect New York will get about 25% more annual rainfall by 2100 due to climate change, and the city has over 500 miles of coastline vulnerable to storm surge, with over half of its environmental justice communities living within its 100-year floodplains. During Hurricane Ida in 2021, 11 people drowned in flooded basement apartments, which are illegal under the city housing code and often used as housing by low-income immigrant families. Making matters worse, New York’s emergency alert system requires a voluntary opt-in and currently has just 1,281,938 subscribers — roughly 15% of a city of 8.3 million. Last year, the city comptroller further claimed that the notification list for people living in basement apartments reached less than 1% of its target population. (A spokesperson for NYCEM told me there has been a 35% increase in their basement subscriber numbers since the comptroller’s comments.)
The drones come in handy, then, because “not every New Yorker is on Twitter, not every New Yorker is on Instagram or Facebook, not every New Yorker reads The New York Times, the Post, or the Daily News, not all of them are tuned into our press conferences,” NYCEM Commissioner Zachary Iscol told me. “And so especially for vulnerable populations and immigrant communities, you’ve got to reach them where they are.”
This summer, NYCEM piloted a program using drones to broadcast bilingual flood warnings in low-lying neighborhoods ahead of storms — an idea Mayor Eric Adams had after seeing hurricane sirens on telephone poles during a visit to Puerto Rico, Iscol told me. The drones’ machine-generated Spanish translations, however, were slammed as “incomprehensible” by native speakers. (Font, the interagency coordinator, admitted the translations are still crude since “they’re robots” and told me the agencies are working to improve the messages.)
Carolina Salguero, the founder and executive director of PortSide NewYork, which works with the waterfront community in Red Hook, told me she fears drone-delivered storm warnings could potentially alienate their intended audiences. “Why would you believe the government if it’s dissed the community for this long?” she said, recalling how some Red Hook residents unwisely ignored warnings ahead of Sandy. (One can only imagine the added element of distrust that would come from a drone shouting those same warnings at you.). Cahn, of STOP, was also skeptical of the message’s delivery system: “The idea that you’re going to warn people with a fleet of drones is ludicrous. It’d take hundreds of thousands of drones operating throughout the day to reach the number of people that [NYCEM] can reach through a single text message,” he told me.
That problem of scale is also true after a storm. While I was impressed by the drones’ heat-seeking capabilities — operators could quickly find human actors and mannequins heated to lifelike temperatures during the Staten Island drill — the NYPD only had 85 drones in its arsenal as of this spring. Because connectivity issues are common after major weather disasters, drones cannot travel terribly far from human-toted hotspots, meaning the actual ground drones can cover to look for stranded, trapped, hurt, or drowning New Yorkers is relatively small. Drones also have a limited battery life of about half an hour and must repeatedly return to handlers to have their batteries swapped out as they conduct searches.
Sometimes it seems almost as if the city government is creating problems for drones to solve. A scenario where a window-breaching drone would be more beneficial than having a firefighter simply walk into a building feels like an edge case, and while a drone can inform someone in Mandarin that help is on the way, that “help” still ultimately takes the form of human paramedics, police, or firefighters. Font told me that drones helped supplement the rescue of “multiple drowning victims” in the Rockaways this summer by providing an extra vantage, but the systems were only deployed in the first place because of an unresolved lifeguard shortage. (Though there was excited chatter at the Staten Island drill about drones one day being able to tow distressed swimmers to shore, currently they can only bonk you with a hotdog-sized floatation device that inflates to three feet long to buy first responders some extra time — and that’s if you manage to grab ahold of it while flailing about in rough waters.)
Perhaps the biggest problem the drone exercise appeared poised to address was concerns about whether the city government could continue to function adequately under Adams’ leadership. Though the drill had reportedly been in the works for six months, mounting scandals and resignations in the administration made the large-scale demonstration of interagency cooperation conveniently timed. On Monday, less than a week after the drill, Phil Banks — the deputy mayor for public safety whose phone was seized last month as part of a federal bribery investigation — resigned. His departure leaves a gaping hole in the office that is tasked with coordinating the agencies involved in an extreme weather response, including directly overseeing NYCEM and the FDNY. (Banks reportedly was also at the forefront of promoting the city’s use of “high-tech devices, including drones.)
When I asked Iscol — who has publicly admitted to having had his own conversations about leaving the administration due to the ongoing turmoil — during the drill (i.e. before Banks resigned) whether he was confident that there could still be smooth operations between City Hall and its agencies in the event of a near-term disaster, he told me firmly that he was. “There are 300,000 people that work for the city of New York, and they’re showing up every day,” he told me. “It’s our job to show up and make sure they have the resources and support and the guidance and direction they need to be successful to deliver for New Yorkers.” He emphasized that “it’s business as usual for the agencies,” despite how things look in the headlines.
As for the drones, the commissioner seemed clear-eyed in assessing their usefulness. “As you do things that are new and for the first time, it’s an evolution — you’re always improving,” he told me. Drone advancements are “iterative, kind of like an iPhone,” and he’s aware they’re not all the way there yet. But “it’s not like we’re only using drones,” he stressed. “We’re still taking a multi-channel approach.”
Concerned onlookers will often approach Font, the interagency coordinator, to ask if he’s spying on them when they notice him flying a drone. He told me that he is always eager to show regular New Yorkers how the city is using the technology: “We’re a bunch of tech guys, so we really love getting into the nuts and bolts of it,” he said.
He expects, though, that eventually the questions and suspicious looks will start to taper off. The NYPD and FDNY already use drones in their everyday operations throughout the city; companies like Amazon have also started exploring the use of drones to deliver packages. Drones will become increasingly commonplace as the years wear on. Boring, even! So of course they’ll be used during extreme weather events, too.
“This is the world we live in now,” he said.
Editor’s note: This story has been updated to reflect the resignation of New York Deputy Mayor for Public Safety Phil Banks.
Log in
To continue reading, log in to your account.
Create a Free Account
To unlock more free articles, please create a free account.
The startup — founded by the former head of Tesla Energy — is trying to solve a fundamental coordination problem on the grid.
The concept of virtual power plants has been kicking around for decades. Coordinating a network of distributed energy resources — think solar panels, batteries, and smart appliances — to operate like a single power plant upends our notion of what grid-scale electricity generation can look like, not to mention the role individual consumers can play. But the idea only began taking slow, stuttering steps from theory to practice once homeowners started pairing rooftop solar with home batteries in the past decade.
Now, enthusiasm is accelerating as extreme weather, electricity load growth, and increased renewables penetration are straining the grid and interconnection queue. And the money is starting to pour in. Today, home battery manufacturer and VPP software company Lunar Energy announced $232 million in new funding — a $102 million Series D round, plus a previously unannounced $130 million Series C — to help deploy its integrated hardware and software systems across the U.S.
The company’s CEO, Kunal Girotra, founded Lunar Energy in the summer of 2020 after leaving his job as head of Tesla Energy, which makes the Tesla Powerwall battery for homeowners and the Megapack for grid-scale storage. As he put it, back then, “everybody was focused on either building the next best electric car or solving problems for the grid at a centralized level.” But he was more interested in what was happening with households as home battery costs were declining. “The vision was, how can we get every home a battery system and with smart software, optimize that for dual benefit for the consumer as well as the grid?”
VPPs work by linking together lots of small energy resources. Most commonly, this includes solar, home batteries, and appliances that can be programmed to adjust their energy usage based on grid conditions. These disparate resources work in concert conducted by software that coordinates when they should charge, discharge, or ramp down their electricity use based on grid needs and electricity prices. So if a network of home batteries all dispatched energy to the grid at once, that would have the same effect as firing up a fossil fuel power plant — just much cleaner.
Lunar’s artificial intelligence-enabled home energy system analyzes customers’ energy use patterns alongside grid and weather conditions. That allows Lunar’s battery to automatically charge and discharge at the most cost-effective times while retaining an adequate supply of backup power. The batteries, which started shipping in California last year, also come integrated with the company’s Gridshare software. Used by energy companies and utilities, Gridshare already manages all of Sunrun’s VPPs, including nearly 130,000 home batteries — most from non-Lunar manufacturers — that can dispatch energy when the grid needs it most.
This accords with Lunar’s broader philosophy, Girotra explained — that its batteries should be interoperable with all grid software, and its Gridshare platform interoperable with all batteries, whether they’re made by Lunar or not. “That’s another differentiator from Tesla or Enphase, who are creating these walled gardens,” he told me. “We believe an Android-like software strategy is necessary for the grid to really prosper.” That should make it easier for utilities to support VPPs in an environment where there are more and more differentiated home batteries and software systems out there.
And yet the real-world impact of VPPs remains limited today. That’s partially due to the main problem Lunar is trying to solve — the technical complexity of coordinating thousands of household-level systems. But there are also regulatory barriers and entrenched utility business models to contend with, since the grid simply wasn’t set up for households to be energy providers as well as consumers.
Girotra is well-versed in the difficulties of this space. When he first started at Tesla a decade ago, he helped kick off what’s widely considered to be the country’s first VPP with Green Mountain Power in Vermont. The forward-looking utility was keen to provide customers with utility-owned Tesla Powerwalls, networking them together to lower peak system demand. But larger VPPs that utilize customer-owned assets and seek to sell energy from residential batteries into wholesale electricity markets — as Lunar wants to do — are a different beast entirely.
Girotra thinks their time has come. “This year and the next five years are going to be big for VPPs,” he told me. The tide started to turn in California last summer, he said, after a successful test of the state’s VPP capacity had over 100,000 residential batteries dispatching more than 500 megawatts of power to the grid for two hours — enough to power about half of San Francisco. This led to a significant reduction in electricity demand during the state’s evening peak, with the VPP behaving just like a traditional power plant.
Armed with this demonstration of potential and its recent influx of cash, Lunar aims to scale its battery fleet, growing from about 2,000 deployed systems today to about 10,000 by year’s end, and “at least doubling” every year after that. Ultimately, the company aims to leverage the popularity of its Gridshare platform to become a market maker, helping to shape the structure of VPP programs — as it’s already doing with the Community Choice Aggregators that it’s partnered with so far in California.
In the meantime, Girotra said Lunar is also involved in lobbying efforts to push state governments and utilities to make it easier for VPPs to participate in the market. “VPPs were always like nuclear fusion, always for the future,” he told me. But especially after last year’s demonstration, he thinks the entire grid ecosystem, from system operators to regulators, are starting to realize that the technology is here today. ”This is not small potatoes anymore.”
If all the snow and ice over the past week has you fed up, you might consider moving to San Francisco, Los Angeles, Phoenix, Austin, or Atlanta. These five cities receive little to no measurable snow in a given year; subtropical Atlanta technically gets the most — maybe a couple of inches per winter, though often none. Even this weekend’s bomb cyclone, which dumped 7 inches across parts of northeastern Georgia, left the Atlanta suburbs with too little accumulation even to make a snowman.
San Francisco and the aforementioned Sun Belt cities are also the five pilot locations of the all-electric autonomous-vehicle company Waymo. That’s no coincidence. “There is no commercial [automated driving] service operating in winter conditions or freezing rain,” Steven Waslander, a University of Toronto robotics professor who leads WinTOR, a research program aimed at extending the seasonality of self-driving cars, told me. “We don’t have it completely solved.”
Snow and freezing rain, in particular, are among the most hazardous driving conditions, and 70% of the U.S. population lives in areas that experience such conditions in winter. But for the same reasons snow and ice are difficult for human drivers — reduced visibility, poor traction, and a greater need to react quickly and instinctively in anticipation of something like black ice or a fishtailing vehicle in an adjacent lane — they’re difficult for machines to manage, too.
The technology that enables self-driving cars to “see” the road and anticipate hazards ahead comes in three varieties. Tesla Autopilot uses cameras, which Tesla CEO Elon Musk has lauded for operating naturally, like a human driver’s eye — but they have the same limitations as a human eye when conditions deteriorate, too.
Lidar, used by Waymo and, soon, Rivian, deploys pulses of light that bounce off objects and return to sensors to create 3D images of the surrounding environment. Lidar struggles in snowy conditions because the sensors also absorb airborne particles, including moisture and flakes. (Not to mention, lidar is up to 32 times more expensive than Tesla’s comparatively simple, inexpensive cameras.) Radar, the third option, isn’t affected by darkness, snow, fog, or rain, using long radio wavelengths that essentially bend around water droplets in the air. But it also has the worst resolution of the bunch — it’s good at detecting cars, but not smaller objects, such as blown tire debris — and typically needs to be used alongside another sensor, like lidar, as it is on Waymo cars.
Driving in the snow is still “definitely out of the domain of the current robotaxis from Waymo or Baidu, and the long-haul trucks are not testing those conditions yet at all,” Waslander said. “But our research has shown that a lot of the winter conditions are reasonably manageable.”
To boot, Waymo is now testing its vehicles in Tokyo and London, with Denver, Colorado, set to become the first true “winter city” for the company. Waymo also has ambitions to expand into New York City, which received nearly 12 inches of snow last week during Winter Storm Fern.
But while scientists are still divided on whether climate change is increasing instances of polar vortices — which push extremely cold Arctic air down into the warmer, moister air over the U.S., resulting in heavy snowfall — we do know that as the planet warms, places that used to freeze solid all winter will go through freeze-thaw-refreeze cycles that make driving more dangerous. Freezing rain, which requires both warm and cold air to form, could also increase in frequency. Variability also means that autonomous vehicles will need to navigate these conditions even in presumed-mild climates such as Georgia.
Snow and ice throw a couple of wrenches at autonomous vehicles. Cars need to be taught how to brake or slow down on slush, soft snow, packed snow, melting snow, ice — every variation of winter road condition. Other drivers and pedestrians also behave differently in snow than in clear weather, which machine learning models must incorporate. The car itself will also behave differently, with traction changing at critical moments, such as when approaching an intersection or crosswalk.
Expanding the datasets (or “experience”) of autonomous vehicles will help solve the problem on the technological side. But reduced sensor accuracy remains a big concern — because you can only react to hazards you can identify in the first place. A crust of ice over a camera or lidar sensor can prevent the equipment from working properly, which is a scary thought when no one’s in the driver’s seat.
As Waslander alluded to, there are a few obvious coping mechanisms for robotaxi and autonomous vehicle makers: You can defrost, thaw, wipe, or apply a coating to a sensor to keep it clear. Or you can choose something altogether different.
Recently, a fourth kind of sensor has entered the market. At CES in January, the company Teradar demonstrated its Summit sensor, which operates in the terahertz band of the electromagnetic spectrum, a “Goldilocks” zone between the visible light used by cameras and the human eye and radar. “We have all the advantages of radar combined with all the advantages of lidar or camera,” Gunnar Juergens, the SVP of product at Teradar, told me. “It means we get into very high resolution, and we have a very high robustness against any weather influence.”
The company, which raised $150 million in a Series B funding round last year, says it is in talks with top U.S. and European automakers, with the goal of making it onto a 2028 model vehicle; Juergens also told me the company imagines possible applications in the defense, agriculture, and health-care spaces. Waslander hadn’t heard of Teradar before I told him about it, but called the technology a “super neat idea” that could prove to be a “really useful sensor” if it is indeed able to capture the advantages of both radar and lidar. “You could imagine replacing both with one unit,” he said.
Still, radar and lidar are well-established technologies with decades of development behind them, and “there’s a reason” automakers rely on them, Waslander told me. Using the terahertz band, “there’s got to be some trade-offs,” he speculated, such as lower measurement accuracy or higher absorption rates. In other words, while Teradar boasts the upsides of both radar and lidar, it may come with some of their downsides, too.
Another point in Teradar’s favor is that it doesn’t use a lens at all — there’s nothing to fog, freeze, or salt over. The sensor could help address a fundamental assumption of autonomy — as Juergen put it, “if you transfer responsibility from the human to a machine, it must be better than a human.” There are “very good solutions on the road,” he went on. “The question is, can they handle every weather or every use case? And the answer is no, they cannot.” Until sensors can demonstrate matching or exceeding human performance in snowy conditions — whether through a combination of lidar, cameras, and radar, or through a new technology such as Teradar’s Summit sensor — this will remain true.
If driving in winter weather can eventually be automated at scale, it could theoretically save thousands of lives. Until then, you might still consider using that empty parking lot nearby to brush up on your brake pumping.
Otherwise, there’s always Phoenix; I’ve heard it’s pleasant this time of year.
Current conditions: After a brief reprieve of temperatures hovering around freezing, the Northeast is bracing for a return to Arctic air and potential snow squalls at the end of the week • Cyclone Fytia’s death toll more than doubled to seven people in Madagascar as flooding continues • Temperatures in Mongolia are plunging below 0 degrees Fahrenheit for the rest of the workweek.
Secretary of the Interior Doug Burgum suggested the Supreme Court could step in to overturn the Trump administration’s unbroken string of losses in all five cases where offshore wind developers challenged its attempts to halt construction on turbines. “I believe President Trump wants to kill the wind industry in America,” Fox Business News host Stuart Varney asked during Burgum’s appearance on Tuesday morning. “How are you going to do that when the courts are blocking it?” Burgum dismissed the rulings by what he called “court judges” who “were all at the district level,” and said “there’s always the possibility to keep moving that up through the chain.” Burgum — who, as my colleague Robinson Meyer noted last month, has been thrust into an ideological crisis over Trump’s actions toward Greenland — went on to reiterate the claims made in a Department of Defense report in December that sought to justify the halt to all construction on offshore turbines on the grounds that their operation could “create radar interference that could represent a tremendous threat off our highly populated northeast coast.” The issue isn’t new. The Obama administration put together a task force in 2011 to examine the problem of “radar clutter” from wind turbines. The Department of Energy found that there were ways to mitigate the issue, and promoted the development of next-generation radar that could see past turbines.
The Trump administration, meanwhile, is facing accusations of violating the Constitution with its orders to keep coal-fired power stations operating past planned retirement. By mandating their coal plants stay open, two electrical cooperatives in Colorado said the Energy Department’s directive “constitutes both a physical taking and a regulatory taking” of property by the government without just compensation or due process, Utility Dive reported.
Back in December, the promise of a bipartisan deal on permitting reform seemed possible as the SPEED Act came up for a vote in the House. At the last minute, however, far-right Republicans and opponents of offshore wind leveraged their votes to win an amendment specifically allowing President Donald Trump to continue his attempts to kill off the projects to build turbines off the Eastern Seaboard. With key Democrats in the Senate telling Heatmap’s Jael Holzman that their support hinged on legislation that did the opposite of that, the SPEED Act stalled out. Now a new bipartisan bill aims to rectify what went wrong. The FREEDOM Act — an acronym for “Fighting for Reliable Energy and Ending Doubt for Open Markets” — would prevent a Republican administration from yanking permits from offshore wind or a Democratic one from going after already-licensed oil and gas projects, while setting new deadlines for agencies to speed up application reviews. I got an advanced copy of the bill Monday night, so you can read the full piece on it here on Heatmap.
One element I didn’t touch on in my story is what the legislation would do for geothermal. Next-generation geothermal giant Fervo Energy pulled off its breakthrough in using fracking technology to harness the Earth’s heat in more places than ever before just after the Biden administration completed work on its landmark clean energy bills. As a result, geothermal lost out on key policy boosts that, for example, the next-generation nuclear industry received. The FREEDOM Act would require the government to hold twice as many lease sales on federal lands for geothermal projects. It would also extend the regulatory shortcuts the oil and gas industry enjoys to geothermal companies.
Sign up to receive Heatmap AM in your inbox every morning:

Take a look at the above chart. In the United States, new gas power plants are surging to meet soaring electricity demand. At last count, two thirds of projects currently underway haven’t publicly identified which manufacturer is making their gas turbines. With the backlog for turbines now stretching to the end of the decade, Siemens Energy wants to grow its share of booming demand. The German company, which already boasts the second-largest order book in the U.S. market, is investing $1 billion to produce more turbines and grid equipment. “The models need to be trained,” Christian Bruch, the chief executive of Siemens Energy, told The New York Times. “The electricity need is going to be there.”
While most of the spending is set to go through existing plants in Florida and North Carolina, Siemens Energy plans to build a new factory in Mississippi to produce electric switchgear, the equipment that manages power flows on the grid. It’s hardly alone. In September, Mitsubishi announced plans to double its manufacturing capacity for gas turbines over the next two years. After the announcement, the Japanese company’s share price surged. Until then, investors’ willingness to fund manufacturing expansions seemed limited. As Heatmap’s Matthew Zeitlin put it, “Wall Street has been happy to see developers get in line for whatever turbines can be made from the industry’s existing facilities. But what happens when the pressure to build doesn’t come from customers but from competitors?” Siemens just gave its answer.
At his annual budget address in Harrisburg, Pennsylvania Governor Josh Shapiro touted Amazon’s plans to invest $20 billion into building two data center campuses in his state. But he said it’s time for the state to become “selective about the projects that get built here.” To narrow the criteria, he said developers “must bring their own power generation online or fully fund new generation to meet their needs — without driving up costs for homeowners or businesses.” He insisted that data centers conserve more water. “I know Pennsylvanians have real concerns about these data centers and the impact they could have on our communities, our utility bills, and our environment,” he said, according to WHYY. “And so do I.” The Democrat, who is running for reelection, also called on utilities to find ways to slash electricity rates by 20%.
For the first time, every vehicle on Consumer Reports’ list of top picks for the year is a hybrid (or available as one) or an electric vehicle. The magazine cautioned that its endorsement extended to every version of the winning vehicles in each category. “For example, our pick of the Honda Civic means we think the gas-only Civic, the hybrid, and the sporty Si are all excellent. But for some models, we emphasize the version that we think will work best for most people.” But the publication said “the hybrid option is often quieter and more refined at speed, and its improved fuel efficiency usually saves you money in the long term.”
Elon Musk wants to put data centers in space. In an application to the Federal Communications Commission, SpaceX laid out plans to launch a constellation of a million solar-powered data centers to ease the strain the artificial intelligence boom is placing on the Earth’s grids. Each data center, according to E&E News, would be 31 miles long and operate more than 310 miles above the planet’s surface. “By harnessing the Sun’s abundant, clean energy in orbit — cutting emissions, minimizing land disruption, and reducing the overall environmental costs of grid expansion — SpaceX’s proposed system will enable sustainable AI advancement,” the company said in the filing.