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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.
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On AI forecasts, California bills, and Trump’s fusion push
Current conditions: The intense rain pummeling Southern California since the start of the new year has subsided, but not before boosting Los Angeles’ total rainfall for the wet season that started in October a whopping 343% above the historical average • The polar vortex freezing the Great Lakes and Northeast is moving northward, allowing temperatures in Chicago to rise nearly 20 degrees Fahrenheit • The heat wave in southern Australia is set to send temperatures soaring above 113 degrees.

It’s not the kind of thing anyone a decade ago would have imagined: a communique signed by most of Western Europe’s preeminent powers condemning Washington’s efforts to seize territory from a fellow NATO ally. But in the days since the United States launched a surprise raid on Venezuela and arrested its long-time leader Nicolás Maduro, President Donald Trump has stepped up his public lobbying of Denmark to cede sovereignty over Greenland to the U.S. Senator Thom Tillis, the North Carolina Republican, and Senator Jeanne Shaheen, the Democrat from New Hampshire, put out a rare bipartisan statement criticizing the White House’s pressure campaign on Denmark, “one of our oldest and most reliable allies.” While Stephen Miller, Trump’s hard-line deputy chief of staff, declined to rule out an invasion of Greenland during a TV appearance this week, The Wall Street Journal reported Tuesday that Secretary of State Marco Rubio told lawmakers that the goal of the administration’s recent threats against the autonomously-governed Arctic island were to press Denmark into a sale.
The U.S. unsuccessfully tried acquiring Greenland multiple times during the 20th century, and invaded the island during World War II to prevent the Nazis from gaining a North American foothold after Denmark fell in the blitzkrieg. Indeed, Washington purchased the U.S. Virgin Islands, its second largest Caribbean territory, shortly after the 1898 Spanish-American war that brought Puerto Rico under American control. But the national-security logic of taking Greenland now, when the U.S. already maintains a military base there, is difficult to parse. “Greenland already is in the U.S. sphere of influence,” Columbia University political scientist Elizabeth N. Saunders wrote in a post on Bluesky. “It’s far cheaper for the U.S., in material, security, and reputational terms, to have Denmark continue administering Greenland and work within NATO on security.” One potential reason Trump might want the territory, as Heatmap’s Jael Holzman wrote last fall, is to access Greenland’s mineral wealth. But the logistics of getting rare earths out of both the ground and the Arctic to refineries in the U.S. are challenging. Meanwhile, in other imperialistic activities, Trump said Tuesday evening in a post on Truth Social that Venezuela would cede between 30 million and 50 million barrels of oil to the U.S., though the legal mechanism for such a transfer remains murky, according to The New York Times.
I told you last month about the in-house market monitor at the PJM Interconnection, the country’s largest power grid, urging federal regulators to prevent more data centers coming online within its territory until it can sort out how to reliably supply them with electricity. As Heatmap’s Matthew Zeitlin wrote days later, “everyone wants to know PJM’s data center plan.” On Tuesday, E&E News reported that PJM is expected to ratchet down its forecasts for how much power demand artificial intelligence will add on the East Coast. When the grid operator’s latest analysis of future needs comes out later this month, PJM Chief Operating Officer Stu Bresler said during a call last month that the projections for mid-2027 will be “appreciably lower” than the current forecast.
The merger of the parent company of Trump’s TruthSocial website and the nuclear fusion developer TAE Technologies, as I reported in this newsletter last month, is “flabbergasting” to analysts. And yet the pair’s partnership is advancing. On Tuesday, the companies announced that site selection was underway for a pilot-scale power plant set to begin construction later this year. The first facility would generate just 50 megawatts of electricity. But the companies said future plants are expected to pump out as much as 500 megawatts of power.
Meanwhile, the rival startup widely seen as the frontrunner to build America’s first fusion plant unveiled new deals of its own. Over at the CES 2026 electronics show in Las Vegas on Tuesday, Commonwealth Fusion Systems — which analysts say is taking a more simplified and straightforward pathway to commercializing fusion power than TAE — touted a new deal with microchip giant Nvidia and told the crowd at the conference that it had installed the first magnet at its pilot reactor, TechCrunch reported.
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Scott Wiener, the California state senator making a bid for Representative Nancy Pelosi’s long-held House seat, introduced two new bills he said were designed to ease rising energy costs. The first bill is meant to “get rid of a bunch of that red tape” that makes installing a heat pump expensive and challenging in the state, the Democrat explained in a video posted on Bluesky. The second piece of legislation would clear the way for renters to install small, plug-in solar panels on apartment balconies. “Right now, in California, it is way, way, way too hard, if not impossible, to install these kinds of units,” Wiener said. “We have to make energy more affordable for people.”
Sunrun is forming a new joint venture with the green infrastructure investor HASI to finance deployment of at least 300 megawatts of solar across what the companies billed as “more than 40,000 home power plants across the country.” As part of the deal, which closed last month, HASI will invest $500 million over an 18-month period into the new company, allowing the nation’s largest solar installer to “retain a significant long-term ownership position” in the projects. As I reported for exclusively Heatmap in October, a recent analysis by the nonprofit Permit Power, which advocates for easing red tape on rooftop solar, found that the cost of solar panels in the U.S. was far higher than in Australia or Germany due to bureaucratic rules. The HASI investment will help bring down the costs for Sunrun directly as it installs more panels.
Total U.S. utility-scale solar installations for 2025 were on track last month to beat the previous year, as I reported in this newsletter. But the phaseout of federal tax credits next year is set to dim the industry somewhat as projects race to start construction before the expiration date.
In another session at CES 2026, the electric transportation company Donut Labs claimed it’s made an affordable, energy-dense solid state battery that’s powering a new motorcycle and charges in just five minutes. The startup hasn’t yet produced any independent verification of those promises. But the company is known for what InsideEVs called its “sci-fi wheel-in electric motor” for its bikes.
Deep Fission says that building small reactors underground is both safer and cheaper. Others have their doubts.
In 1981, two years after the accident at Three Mile Island sent fears over the potential risks of atomic energy skyrocketing, Westinghouse looked into what it would take to build a reactor 2,100 feet underground, insulating its radioactive material in an envelope of dirt. The United States’ leading reactor developer wasn’t responsible for the plant that partially melted down in Pennsylvania, but the company was grappling with new regulations that came as a result of the incident. The concept went nowhere.
More than a decade later, the esteemed nuclear physicist Edward Teller resurfaced the idea in a 1995 paper that once again attracted little actual interest from the industry — that is, until 2006, when Lowell Wood, a physicist at the Lawrence Livermore National Laboratory, proposed building an underground reactor to Bill Gates, who considered but ultimately abandoned the design at his nuclear startup, TerraPower.
Now, at last, one company is working to make buried reactors a reality.
Deep Fission proposes digging boreholes 30 inches in diameter and about a mile deep to house each of its 15-megawatt reactors. And it’s making progress. In August, the Department of Energy selected Deep Fission as one of the 10 companies enrolled in the agency’s new reactor pilot program, meant to help next-generation startups split their first atoms by July. In September, the company announced a $30 million reverse merger deal with a blank check firm to make its stock market debut on the lesser-known exchange OTCQB. Last month, Deep Fission chose an industrial park in a rural stretch of southeastern Kansas as the site of its first power plant.
Based in Berkeley, California, the one-time hub of the West Coast’s fading anti-nuclear movement, the company says its design is meant to save money on above-ground infrastructure by letting geology do the work to add “layers of natural containment” to “enhance safety.” By eliminating much of that expensive concrete and steel dome that encases the reactor on the surface, the startup estimates “that our approach removes up to 80% of the construction cost, one of the biggest barriers for nuclear, and enables operation within six months of breaking ground.”
“The primary benefit of placing a reactor a mile deep is cost and speed,” Chloe Frader, Deep Fission’s vice president of strategic affairs, told me. “By using the natural pressure and containment of the Earth, we eliminate the need for the massive, above-ground structures that make traditional nuclear expensive and slow to build.”
“Nuclear power is already the safest energy source in the world. Period,” she said. “Our underground design doesn’t exist because nuclear is unsafe, it exists because we can make something that is already extremely safe even safer, simpler, and more affordable.”
But gaining government recognition, going public, and picking a location for a first power plant may prove the easy part. Convincing others in the industry that its concept is a radical plan to cut construction costs rather than allay the public’s often-outsize fear of a meltdown has turned out to be difficult, to say nothing of what actually building its reactors will entail.
Despite the company’s recent progress, I struggled to find anyone who didn’t have a financial stake in Deep Fission willing to make the case for its buried reactors.
Deep Fission is “solving a problem that doesn't actually exist,” Seth Grae, the chief executive of the nuclear fuel company Lightbridge, told me. In the nearly seven decades since fission started producing commercial electrons on the U.S. grid, no confirmed death has ever come from radiation at a nuclear power station.
“You’re trying to solve a political problem that has literally never hurt anyone in the entire history of our country since this industry started,” he said. “You’re also making your reactors more expensive. In nuclear, as in a lot of other projects, when you build tall or dig deep or lift big and heavy, those steps make the projects much more expensive.”
Frader told me that subterranean rock structures would serve “as natural containment, which also enhances safety.” That’s true to some extent. Making use of existing formations “could simplify surface infrastructure and streamline construction,” Leslie Dewan, a nuclear engineer who previously led a next-generation small modular reactor startup, told IEEE Spectrum.
If everything pans out, that could justify Deep Fission’s estimate that its levelized cost of electricity — not the most dependable metric, but one frequently used by solar and wind advocates — would be between $50 and $70 per megawatt-hour, lower than other SMR developers’ projections. But that’s only if a lot of things go right.
“A design that relies on the surrounding geology for safety and containment needs to demonstrate a deep understanding of subsurface behavior, including the stability of the rock formations, groundwater movement, heat transfer, and long-term site stability,” Dewan said. “There are also operational considerations around monitoring, access, and decommissioning. But none of these are necessarily showstoppers: They’re all areas that can be addressed through rigorous engineering and thoughtful planning.”
As anyone in the geothermal industry can tell you, digging a borehole costs a lot of money. Drilling equipment comes at a high price. Underground geology complicates a route going down one mile straight. And not every hole that’s started ends up panning out, meaning the process must be repeated over and over again.
For Deep Fission, drilling lots of holes is part of the process. Given the size of its reactor, to reach a gigawatt — the output of one of Westinghouse’s flagship AP1000s, the only new type of commercial reactor successfully built from scratch in the U.S. this century — Deep Fission would need to build 67 of its own microreactors. That’s a lot of digging, considering that the diameters of the company’s boreholes are on average nearly three times wider than those drilled for harvesting natural gas or geothermal.
The company isn’t just distinguished by its unique approach. Deep Fission has a sister company, Deep Isolation, that proposes burying spent nuclear fuel in boreholes. In April, the two startups officially partnered in a deal that “enables Deep Fission to offer an end-to-end solution that includes both energy generation and long-term waste management.”
In theory, that combination could offer the company a greater social license among environmental skeptics who take issue with the waste generated from a nuclear plant.
In 1982, Congress passed a landmark law making the federal government responsible for the disposal of all spent fuel and high-level radioactive waste in the country. The plan centered on building a giant repository to permanently entomb the material where it could remain undisturbed for thousands of years. The law designated Yucca Mountain, a rural site in southwestern Nevada near the California border, as the exclusive location for the debut repository.
Construction took years to start. After initial work got underway during the Bush administration, Obama took office and promptly slashed all funding for the effort, which was opposed by then-Senate Majority Leader Harry Reid of Nevada; the nonpartisan Government Accountability Office clocked the move as a purely political decision. Regardless of the motivation, the cancellation threw the U.S. waste disposal strategy into limbo because the law requires the federal government to complete Yucca Mountain before moving on to other potential storage sites. Until that law changes, the U.S. effort to find a permanent solution to nuclear waste remains in limbo, with virtually all the spent fuel accumulated over the years kept in intermediate storage vessels on site at power plants.
Finland finished work on the world’s first such repository in 2024. Sweden and Canada are considering similar facilities. But in the U.S., the industry is moving beyond seeing its spent fuel as waste, as more companies look to start up a recycling industry akin to those in Russia, Japan, and France to reprocess old uranium into new pellets for new reactors. President Donald Trump has backed the effort. The energy still stored in nuclear waste just in this country is sufficient to power the U.S. for more than a century.
Even if Americans want an answer to the nuclear waste problem, there isn’t much evidence to suggest they want to see the material stored near their homes. New Mexico, for example, passed a law barring construction of an intermediate storage site in 2023. Texas attempted to do the same, but the Supreme Court found the state’s legislation to be in violation of the federal jurisdiction over waste.
While Deep Fission’s reactors would be “so far removed from the biosphere” that the company seems to think the NRC will just “hand out licenses and the public won’t worry,” said Nick Touran, a veteran engineer whose consultancy, What Is Nuclear, catalogs reactor designs and documents from the industry’s history, “the assumption that it’ll be easy and cheap to site and license this kind of facility is going to be found to be mistaken,” he told me.
The problem with nuclear power isn’t the technology, Brett Rampal, a nuclear expert at the consultancy Veriten, told me. “Nuclear has not been suffering from a technological issue. The technology works great. People do amazing things with it, from curing cancer to all kinds of almost magical energy production,” he told me. “What we need is business models and deployment models.”
Digging a 30-inch borehole a mile deep would be expensive enough, but Rampal also pointed out that lining those shafts with nuclear-grade steel and equipping them with cables would likely pencil out to a higher price than building an AP1000 — but with one one-hundredth of the power output.
Deep Fission insists that isn’t the case, and that the natural geology “removes the need for complex, costly pressure vessels and large engineered structures” on the surface.
“We still use steel and engineered components where necessary, but the total material requirements are a fraction of those used in a traditional large-scale plant,” Frader said.
Ultimately, burying reactors is about quieting concerns that should be debunked head on, Emmet Penney, a historian of the industry and a senior fellow at the Foundation for American Innovation, a right-leaning think tank that advocates building more reactors in the U.S., told me.
“Investors need to wake up and realize that nuclear is one of the safest power sources on the planet,” Penney said. “Otherwise, goofy companies will continue to snow them with slick slide decks about solving non-issues.”
On energy efficiency rules, Chinese nuclear, and Japan’s first offshore wind
Current conditions: Warm air headed northward up the East Coast is set to collide with cold air headed southward over the Great Lakes and Northeast, bringing snowfall followed by higher temperatures later in the week • A cold front is stirring up a dense fog in northwest India • Unusually frigid Arctic air in Europe is causing temperatures across northwest Africa to plunge to double-digit degrees below seasonal norms, with Algiers at just over 50 degrees Fahrenheit this week.

Oil prices largely fell throughout 2025, capping off December at their lowest level all year. Spot market prices for Brent crude, the leading global benchmark for oil, dropped to $63 per barrel last month. The reason, according to the latest analysis of the full year by the Energy Information Administration, is oversupply in the market. China’s push to fill its storage tanks kept prices from declining further. Israel’s June 13 strikes on Iran and attacks on oil infrastructure between Russia and Ukraine briefly raised prices throughout the year. But the year-end average price still came in at $69 per barrel, the lowest since 2020, even when adjusted for inflation.

The price drop bodes poorly for reviving Venezuela’s oil industry in the wake of the U.S. raid on Caracas and arrest of the South American country’s President Nicolás Maduro. At such low levels, investments in new infrastructure are difficult to justify. “This is a moment where there’s oversupply,” oil analyst Rory Johnston told my colleague Matthew Zeitlin yesterday. “Prices are down. It’s not the moment that you’re like, I’m going to go on a lark and invest in Venezuela.”
The Energy Department granted a Texas company known for recycling defunct tools from oil and gas drilling an $11.5 million grant to fund an expansion of its existing facility in a rural county between San Antonio and Dallas. The company, Amermin, said the funding will allow it to increase its output of tungsten carbide by 300%, “reducing our reliance on foreign nations like China, which produces 83%” of the world’s supply of the metal used in all kinds of defense, energy, and hardware applications. “Our country cannot afford to rely on our adversaries for the resources that power our energy industry,” Representative August Pfluger, a Texas Republican, said in a statement. “This investment strengthens our district’s role in American energy leadership while providing good paying jobs to Texas families.”
That wasn’t the agency’s only big funding announcement. The Energy Department gave out $2.7 billion in contracts for enriched uranium, with $900 million each to Maryland-based Centrus Energy, the French producer Orano, and the California-headquartered General Matter. “President Trump is catalyzing a resurgence in the nation’s nuclear energy sector to strengthen American security and prosperity,” Secretary of Energy Chris Wright said in a press release. “Today’s awards show that this Administration is committed to restoring a secure domestic nuclear fuel supply chain capable of producing the nuclear fuels needed to power the reactors of today and the advanced reactors of tomorrow.”
Low-income households in the United States pay roughly 30% more for energy per square foot than households who haven’t faced trouble paying for electricity and heat in the past, federal data shows. Part of the problem is that the national efficiency standards for one of the most affordable types of housing in the nation, manufactured homes, haven’t been updated since 1994. Congress finally passed a law in 2007 directing the Department of Energy to raise standards for insulation, and in 2022, the Biden administration proposed new rules to increase insulation and reduce air leaks. But the regulations had yet to take effect when President Donald Trump returned to office last year. Now the House of Representatives is prepared to vote on legislation to nullify the rules outright, preserving the standards set more than three decades ago. The House Committee on Rules is set to vote on advancing the bill as early as Tuesday night, with a full floor vote likely later in the week. “You’re just locking in higher bills for years to come if you give manufacturers this green light to build the homes with minimal insulation,” Mark Kresowik, senior policy director of the American Council for an Energy-Efficient Economy, told me.
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The newest reactor at the Zhangzhou nuclear station in Fujian Province has officially started up commercial operation as China’s buildout of new atomic power infrastructure picks up pace this year. The 1,136-megawatt Hualong One represents China’s leading indigenous reactor design. Where once Beijing preferred the top U.S. technology for large-scale reactors, the Westinghouse AP1000, the Hualong One’s entirely domestic supply chain and design that borrows from the American standard has made China’s own model the new leader.
In a sign of just how many reactors China is building — at least 35 underway nationwide, as I noted in yesterday’s newsletter — the country started construction on two more the same week the latest Hualong One came online. World Nuclear News reported that first concrete has been poured for a pair of CAP1000 reactors, the official Chinese version of the Westinghouse AP1000, at two separate plants in southern China.
Back in October, when Japan elected Sanae Takaichi as its first female prime minister, I told you about how the arch-conservative leader of the Liberal Democratic Party planned to refocus the country’s energy plans on reviving the nuclear industry. But don’t count out offshore wind. Unlike Europe’s North Sea or the American East Coast, the sharp continental drop in Japan’s ocean makes rooting giant turbines to the sea floor impossible along much of its shoreline. But the Goto Floating Wind Farm — employing floating technology under consideration on the U.S. West Coast, too — announced the start of commercial operations this week, pumping nearly 17 megawatts of power onto the Japanese grid. Japanese officials last year raised the country’s goal for installed capacity of offshore wind to 10 gigawatts by 2030 and 45 gigawatts by 2040, Power magazine noted, so the industry still has a long way to go.
Beavers may be the trick to heal nature’s burn scars after a wildfire. A team of scientists at the U.S. Forest Service and Colorado State University are building fake beaver dams in scorched areas to study how wetlands created by the dams impact the restoration of the ecosystem and water quality after a blaze. “It’s kind of a brave new world for us with this type of work,” Tim Fegel, a doctoral candidate at Colorado State, who led the research, said in a press release.