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Why the new “reasoning” models might gobble up more electricity — at least in the short term

What happens when artificial intelligence takes some time to think?
The newest set of models from OpenAI, o1-mini and o1-preview, exhibit more “reasoning” than existing large language models and associated interfaces, which spit out answers to prompts almost instantaneously.
Instead, the new model will sometimes “think” for as long as a minute or two. “Through training, they learn to refine their thinking process, try different strategies, and recognize their mistakes,” OpenAI announced in a blog post last week. The company said these models perform better than their existing ones on some tasks, especially related to math and science. “This is a significant advancement and represents a new level of AI capability,” the company said.
But is it also a significant advancement in energy usage?
In the short run at least, almost certainly, as spending more time “thinking” and generating more text will require more computing power. As Erik Johannes Husom, a researcher at SINTEF Digital, a Norwegian research organization, told me, “It looks like we’re going to get another acceleration of generative AI’s carbon footprint.”
Discussion of energy use and large language models has been dominated by the gargantuan requirements for “training,” essentially running a massive set of equations through a corpus of text from the internet. This requires hardware on the scale of tens of thousands of graphical processing units and an estimated 50 gigawatt-hours of electricity to run.
Training GPT-4 cost “more than” $100 million OpenAI chief executive Sam Altman has said; the next generation models will likely cost around $1 billion, according to Anthropic chief executive Dario Amodei, a figure that might balloon to $100 billion for further generation models, according to Oracle founder Larry Ellison.
While a huge portion of these costs are hardware, the energy consumption is considerable as well. (Meta reported that when training its Llama 3 models, power would sometimes fluctuate by “tens of megawatts,” enough to power thousands of homes). It’s no wonder that OpenAI’s chief executive Sam Altman has put hundreds of millions of dollars into a fusion company.
But the models are not simply trained, they're used out in the world, generating outputs (think of what ChatGPT spits back at you). This process tends to be comparable to other common activities like streaming Netflix or using a lightbulb. This can be done with different hardware and the process is more distributed and less energy intensive.
As large language models are being developed, most computational power — and therefore most electricity — is used on training, Charlie Snell, a PhD student at University of California at Berkeley who studies artificial intelligence, told me. “For a long time training was the dominant term in computing because people weren’t using models much.” But as these models become more popular, that balance could shift.
“There will be a tipping point depending on the user load, when the total energy consumed by the inference requests is larger than the training,” said Jovan Stojkovic, a graduate student at the University of Illinois who has written about optimizing inference in large language models.
And these new reasoning models could bring that tipping point forward because of how computationally intensive they are.
“The more output a model produces, the more computations it has performed. So, long chain-of-thoughts leads to more energy consumption,” Husom of SINTEF Digital told me.
OpenAI staffers have been downright enthusiastic about the possibilities of having more time to think, seeing it as another breakthrough in artificial intelligence that could lead to subsequent breakthroughs on a range of scientific and mathematical problems. “o1 thinks for seconds, but we aim for future versions to think for hours, days, even weeks. Inference costs will be higher, but what cost would you pay for a new cancer drug? For breakthrough batteries? For a proof of the Riemann Hypothesis? AI can be more than chatbots,” OpenAI researcher Noam Brown tweeted.
But those “hours, days, even weeks” will mean more computation and “there is no doubt that the increased performance requires a lot of computation,” Husom said, along with more carbon emissions.
But Snell told me that might not be the end of the story. It’s possible that over the long term, the overall computing demands for constructing and operating large language models will remain fixed or possibly even decline.
While “the default is that as capabilities increase, demand will increase and there will be more inference,” Snell told me, “maybe we can squeeze reasoning capability into a small model ... Maybe we spend more on inference but it’s a much smaller model.”
OpenAI hints at this possibility, describing their o1-mini as “a smaller model optimized for STEM reasoning,” in contrast to other, larger models that “are pre-trained on vast datasets” and “have broad world knowledge,” which can make them “expensive and slow for real-world applications.” OpenAI is suggesting that a model can know less but think more and deliver comparable or better results to larger models — which might mean more efficient and less energy hungry large language models.
In short, thinking might use less brain power than remembering, even if you think for a very long time.
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What the heck is “surficial mineralization”?
According to one of the world’s leading carbon removal buyers, the sector’s future lies in piles of industrial waste.
When Frontier, the Stripe-led coalition of carbon removal supporters, announced its latest $915 million funding commitment, it took the opportunity to lay out the five technologies it views as most promising. I was familiar with four of them — ocean alkalinity enhancement, biomass carbon removal and storage, enhanced rock weathering, and direct air capture. Heatmap has covered them all. But the name on the very top of the list stumped me: surficial mineralization.
It sounds technical, and like all methods of carbon removal, it is — sort of. The idea is to take advantage of the tailings ponds and slag heaps left behind by the mining and steelmaking industries. These piles of calcium- or magnesium-rich debris naturally capture and store carbon from the air — not enough to change the trajectory of our warming planet without any human intervention, but managed well, they could one day capture carbon at a significant scale.
How significant, exactly? While there’s been very little action in the space to date, Frontier says surficial mineralization has the potential to remove over 10 gigatons of carbon from the atmosphere per year — as much or more than any other pathway — at an eventual cost of $80 to $120 per ton. That would put it among the cheapest approaches on Frontier’s list, in part because those heaps of industrial waste alone could absorb anywhere from a gigaton to 4 gigatons of carbon before there’s a need to mine rocks solely for carbon removal purposes.
“The beauty of surficial mineralization is twofold,” Hannah Bebbington Valori, who heads the Frontier coalition, told me. “One, we are working with an abundant source of highly reactive rock, and so there is a significant opportunity for carbon dioxide drawdown. And two, it is carbonating in place, and so sufficient mineralization technologies can be considered closed system approaches, and have generally more straightforward measurement reporting and verification infrastructure.”
At a chemical level, the process resembles other carbon removal pathways Frontier champions, such as enhanced rock weathering and ocean alkalinity enhancement. All three rely on alkaline minerals reacting with moisture and ambient carbon dioxide to form stable carbonate compounds that permanently lock away the gas. The difference is exactly where this reaction takes place: While surficial mineralization contains it to waste piles at industrial sites, the other approaches disperse the reaction across open, difficult-to-monitor systems such as farmland soils and the ocean.
That makes measurement, reporting, and verification — known as MRV — far more challenging and expensive for ocean- and soil-based systems, as scientists must track carbon uptake across ecologically complex environments where countless biological and chemical processes are unfolding simultaneously. These intersecting processes makes it difficult to demonstrate that human intervention was responsible for any given ton of carbon removed, as opposed to natural variability. MRV for these pathways thus relies heavily on modeling, which can never provide the same level of certainty as direct measurement.
Surficial mineralization, however, can be measured much more directly. On-site sensors continuously monitor CO2 concentrations above mine tailings or steel slag, providing a real-time signal of how quickly and to what degree the materials are drawing down carbon. Scientists can then validate these measurements in the lab by comparing physical samples of the material taken before and after the reaction, quantifying exactly how much solid carbonate formed as a result of various engineered interventions. The primary tool for this is X-ray diffraction — a well-established geological technique that identifies a sample’s mineral composition like a chemical fingerprint, making it possible to directly measure how much carbon the material locked away.
Don’t mistake the relative simplicity of the MRV framework for evidence that surficial mineralization is a proven carbon removal pathway — the reality is far from it. While mineralization may look simpler than, say, direct air capture, which typically uses giant fans and specialized sorbents to pull CO2 from the air, there are very few companies working in this space today. All are extremely early stage, and the time and capital required to secure feedstock partnerships, gain site access, and acquire necessary industrial equipment remain significant barriers to getting these projects off the ground.
Why is this heavy equipment needed in the first place? Because these waste piles won’t do much carbon capture work if they’re simply left untouched. That’s because the minerals at the pile’s surface will begin to slowly carbonate, eventually becoming fully saturated and acting as a seal that blocks carbon from reaching the reactive minerals below. As yet there’s no consensus on how to most quickly and cost-effectively break through this natural process to maximize carbon uptake — companies are testing a range of approaches, from crushing and spreading material to maximize air exposure (similar to enhanced rock weathering) to actively churning piles of waste to constantly reveal fresh reactive surfaces.
“Understanding exactly what is the best system to use to maximize your carbon removal efficiency and minimize your cost — this is what we need real-world deployment to do, and to understand,” Bebbington Valori told me.
One of the seed-stage startups Frontier has supported with a small pre-purchase agreement, Arca, spun out of the University of British Columbia to commercialize its approach to carbon removal from mine tailings. The company’s focus is ultramafic waste — magnesium- and iron-rich rock that locks away carbon dioxide as stable magnesium carbonate. “My pathway for interest on that was knowing that there was already about 2 billion tons of ultramafic mine waste sitting on the surface of the Earth in Canada alone,” Greg Dipple, Arca’s co-founder and head of science, told me.
Arca proposes to increase the surface area available for carbon capture in two ways. The first is by using customized robots to continuously till and churn tailings piles, constantly exposing fresh feedstock to the air to maximize carbon uptake before the next layer of tailings is deposited on top. That strategy, Dipple told me, “can give us a five- to 10-fold increase in the rate of CO2 capture” at active mine sites.
It successfully demonstrated this approach in an 18-month pilot project with Australian mining giant BHP at an active mine in the country's Northern Goldfields region where Arca says it increased the tailings’ mineralization rate by an order of magnitude. But the startup plans to push the efficacy of its tech further through what it calls “mineral activation.” This technique uses industrial-scale microwaves to heat the minerals rapidly enough to drive off the water that’s chemically bound within their crystal structure. This essentially blows apart the minerals from the inside out, exposing fresh magnesium-rich surfaces primed to react with carbon dioxide. The expected result is faster mineralization and more carbon captured per ton of mine tailings — but the startup has yet to test it in the field.
“Essentially we’re making microwave popcorn out of silicate minerals,” Dipple explained. “The microwaves cause the release of that water in the same way that when you make popcorn, you’re essentially boiling the water out of the center of the kernel, and that’s what blows the kernel up and creates this high surface area.” The idea is to eventually integrate this step into the mine’s tailings processing stream, with minerals moving through the giant microwave before they’re deposited at the storage facility.
Dipple told me that mineral activation will be a core part of Arca’s future projects, including those intended to fulfill the company’s 10-year carbon removal offtake agreement with Microsoft. Signed last October, the deal calls for Arca to deliver nearly 300,000 metric tons of carbon removal to the software giant.
While no other startup in the space has landed an offtake agreement of that scale, several have secured early backing from Frontier through pre-purchase agreements. One of them, Karbonetiq, is working to capture carbon from steel slag, the calcium-rich byproduct of steel production that accumulates in large piles at processing sites. Like the magnesium-rich minerals in mine tailings, calcium compounds in steel slag naturally react with moisture and carbon dioxide to form a stable calcium carbonate — a.k.a. limestone — permanently locking up the CO2.
Unlike mine tailings however, slag doesn’t begin as a fine powder. Instead, the molten byproducts poured off from high-temperature steel furnaces cool into chunks the size of large rocks, leaving only their outer surfaces exposed to the air and able to react with CO2. Karbonetiq’s strategy is essentially to crush and disperse those rocks to increase their reactive surface area. As the company’s commercial vice president, Luke Rondel, explained, “We crush [the slag] down so you get smaller particle sizes. We then spread that out in a field of material, and we till that material with a tractor and plow, which is just turning over new surfaces.”
Each pathway has its advantages — while Arca’s magnesium-rich mine tailings are the most abundant feedstock, Rondel told me that the calcium-based reactions in slag happen significantly faster. For its part, Frontier hopes to test and evaluate a range of approaches at its new Surficial Mineralization Hub in Quebec, which it announced at the end of April. Located at a former asbestos mine, the hub will give participating startups access to “10,000 tons of serpentinite tailings and space for pilot scale testing,” Bebbington Valori told me, as well as local labs with specialized equipment.
This should eliminate some of the hurdles facing the nascent sector, chief among them being access to the right kinds of reactive rocks. Small startups “really need to either partner with large academic labs or with large mining companies to get access to that feedstock,” Bebbington Valori told me — a difficult and expensive proposition for a company that’s just getting off the ground.
While Frontier has yet to announce the cohort of participating startups, both Arca and Karbonetiq told me they hope to test their technology there, with the latter planning what would be one of its first mine tailings pilots through the program. Ultimately the goal is to generate the proof points needed to give both the startups and Frontier a clearer roadmap for which approaches can realistically scale — and what kind of support they’ll need to get there.
It certainly won’t be a straightforward process — bringing new technology into old-school industries never is — and the economics will only start to pencil if their operations reach meaningful scale. In theory, mining companies could benefit from hosting surficial mineralization projects, whether through site access fees, outsourcing elements of waste management, or even critical minerals recovery. Miners could even develop and scale the technology themselves, if they so desire. But the sector has historically been reluctant to adopt new tech. “The classic quote is, in mining you always want to be No. 2, you don’t want to be the first one,” Dipple told me. “You don’t want to put up a $2 billion plant that doesn’t work.”
So like nearly everything in the carbon removal space, early execution is falling to the startups that aren’t afraid of a little risk. “They’re watching for sure,” Dipple said of the mining industry at large. “But they want to be No. 2. We’re going to have to be No. 1.”
On New York’s solar farmland, German nuclear, and Argentinian gas
Current conditions: As a dangerous heat dome settles over the central and eastern United States, evapotranspirate, or “sweat,” from corn has rendered Iowa and Illinois more humid than the Amazon • Temperatures just topped 100 degrees Fahrenheit in Zagreb, where intense thunderstorms are deluging the Croatian capital today • Hanoi, Vietnam, is in the midst of a week of severe thunderstorms.
In May 2025, Reuters broke news that the U.S. government had discovered rogue communications devices in the inverters that converted the direct current flow of electricity from certain Chinese-made solar panels to the alternating current needed to patch the generators onto the grid. Now, more than a year later, Reuters is out with another scoop indicating that the Trump administration is preparing to slap new import restrictions on foreign-made inverters, particularly from China. The prohibition being drafted by the Federal Communications Commission would apply to all new foreign models of inverters and could be published as early as this year, unnamed sources told the newswire.
Chinese manufacturers such as Huawei and Sungrow currently dominate the inverter market. Earlier this year, SolarEdge started shipping inverters from its factory in Austin to buyers in Europe. But the global inverter market was on track to contract by 2% this year as policy changes in China, the U.S., and Europe created more uncertainty for solar.
The self-described “free state” of Florida has stripped municipalities of their right to set targets for bringing the local economy’s planet-heating emissions to net zero. A new law known as HB 1217 prohibits local governments from pursuing net-zero goals, though legal experts said the legislation will not necessarily upend existing climate targets in at least 10 cities and counties including Fort Lauderdale, Miami, Orlando, and Leon County, where the capital city of Tallahassee is located. “It’s certainly meant to scare municipalities and local governments from trying to do things to further net-zero policies,” Bradley Marshall, senior attorney at the advocacy group Earthjustice, told Inside Climate News. “Now, its exact impact and what it exactly prohibits is probably up for some debate. Things that are adjacent to it — emissions reductions and even climate change reduction policies — on their face will not run afoul at all of a ban on adopting a net zero policy.” The move comes two years after Florida’s governor, Ron DeSantis, signed a bill stripping the words “climate change” from state policies.
The Trump administration, meanwhile, has accused New York State of violating U.S. Department of Agriculture standards to make prime farmland available for large-scale solar development. In a letter sent last week to New York Governor Kathy Hochul, Secretary of Agriculture Brooke Rollins warned the state against fast-tracking solar projects on prime farmland, and gave Albany 30 days to “explain why New York is moving away from USDA’s prime farmland standards and what it’s doing to protect these irreplaceable agricultural resources.”
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The pain in Spain is felt mainly by the investors who paid to build out all the solar panels now harvesting the sun on the plain. In just the past six months, the European country has already surpassed its annual record for the number of hours when the owners of solar farms must pay users to take electricity during sunny peak hours, when the sheer volume of panels now turning sunshine into power pushes midday prices well below zero. The glut has kept electricity prices in Spain among the lowest in Europe, with rates roughly half of what Germans pay. But at least four Spanish projects or companies have gone up for sale, according to a Bloomberg tally. The head of Catalonia’s regional utility, L’Energètica, said: “The economics have deteriorated so sharply that investors are trying to exit at steep discounts.”
Investors in the sector had expected that Spain would upgrade its grid and deploy more batteries as the country’s solar sector boomed. But the mismatch between the volume of generation and the capacity of wires, batteries, and offtakers to distribute or make use of that electricity has only grown since the April 2025 blackout that plunged most of Spain and Portugal into darkness. Since then, Spain’s national grid operator, Red Eléctrica, has grown more aggressive in ordering solar farms offline to avoid disruptions to the frequency and voltage of the distribution system. The country has vowed to undertake more than $34 billion in grid upgrades by 2030.

In the three years since Germany shut down its last nuclear power station, the country’s leaders have repeatedly called the phase out a mistake, but seesawed on whether the plants that haven’t yet seen the wrecking ball could be restored to operation. A new study by the nuclear consultancy Radiant Energy Group has found that the most recently shuttered five reactors, all pressurized water reactors, could be returned to service in 2031. “Germany’s nuclear phaseout was presented as permanent and irreversible. In reality, it is neither,” the report concludes. “The shuttered fleet remains to a large degree intact, with most of the value in each site preserved; every major component can be repaired or replaced using procedures demonstrated at comparable plants worldwide; and the economic case for restart is strong.”
Well over half of Argentinians claim Italian ancestry. The South American nation’s future natural gas molecules might now declare a similar background. Eni, the Milan-based national oil company of Italy, inked a deal last week to buy a 32% stake in three upstream blocks of Argentina’s Vaca Muerta basin. Located in the mountainous western province of Neuquén, the discovery is widely considered the most promising natural gas find in Latin America, so vast The Rio Times said it could “reshape South America’s energy map.” In a statement, Eni’s chief operating officer, Guido Brusco, said: “Vaca Muerta is one of the world's richest unconventional basins in terms of resources: our participation positions us across the entire value chain, from Argentine upstream to the supply of LNG to international customers, creating value while contributing to global energy security.”
Meanwhile, Brazil’s national oil company just notched a record output from at the flagship field of its Santos Basin offshore basin. The field is now producing a record 1.1 million barrels of oil daily, surpassing the previous peak set in October of a million barrels per day, according to Oil Price. The milestone comes as Brazil ramps up production of oil and gas, despite its left-wing government’s expressed concern over climate change.

New analysis by the Energy Information Administration shows this nation was founded on … renewables. Now, of course, that was primarily wood until hydropower came around in roughly the 1880s. But coal, which surpassed wood in 1885, was the real innovation behind the energy transition away from chopped trees. At a combined 18% of total energy consumption in the U.S., non-fossil sources such as wind, water, and nuclear reached what appears to be the highest point since 1900 last year.
Editor’s note: This story has been updated to correct the description of Solaredge.
The Supreme Court keeps changing the terms of the deal between the legislative branch and the executive.
The Supreme Court ended its 2025–2026 term today, issuing a flurry of rulings on its most controversial cases. Most significantly, it rejected President Trump’s attempt to overturn birthright citizenship, preserving the 14th Amendment as it has been read for more than a century. It also struck down restrictions on how much political parties can spend in coordination with candidates — a change that could shape political strategies in November’s midterm election.
But I suspect that the year’s most important ruling for energy and climate policy came … yesterday. In a 6-3 ruling, the court’s conservative majority allowed President Trump to fire the commissioners of independent agencies without cause. Although the case concerned the Federal Trade Commission, it will matter for every independent agency that governs energy and climate policy.
My colleague Matthew Zeitlin wrote about what the case will mean for the Federal Energy Regulatory Commission, for instance, and I urge you to read his story. As he writes, the agency that governs the country’s power markets, transmission grid, and natural gas infrastructure has a culture of bipartisan consensus, even comity, and the ruling could chill that warmer clime. Last year, a cross-partisan group of 11 former FERC officials warned that allowing the president to fire commissioners “would bulldoze the structural supports that Congress built into” the agency to protect its power “from abuse.”
But FERC is not the only commission that governs climate and energy policy. The Nuclear Regulatory Commission — which Trump has also sought to bring to heel — is led by independent commissioners. So too are the Securities and Exchange Commission and the Commodity Futures Trading Commission, which the Biden administration tried (and largely failed) to turn into climate policy-making agencies.
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The independent commission is an old American legal structure, invented in the 19th century to manage issues where Congress deemed technical expertise and a deliberative process were essential to producing good policy. Although some guardrails for these agencies remain intact — such as requirements that a certain number of their commissioners come from each party — the court has permanently changed how they work. For instance, instead of having to wait for commissioners at FERC or the FTC to retire, step down, or serve out their terms, the president can now fire any or all of them and remake an independent commission almost as soon as they take office — assuming, at least, a cooperative Senate that is willing to confirm new appointees.
While reading about the ruling, I’ve found myself thinking back to an article written last year by the Georgetown Law professor Josh Chafetz. It concerns a little-known (or at least new to me) 1983 Supreme Court case, INS v. Chadha, that reshaped the relationship between Congress and the executive branch. For decades, Congress passed laws granting new powers to the president (or a federal agency) while retaining the ability to nullify those powers with a “legislative veto,” whereby one or both houses of Congress could cancel a given action with a simple majority vote.
In Chadha, the court ruled that the legislative veto was unconstitutional, a decision that affected hundreds of statutes, according to Chafetz. But crucially, the court did not cancel Congress’ grants of authority in those statutes; it only removed Congress’ ability to veto the use of that authority by a vote. In doing so, it ratcheted up the executive branch’s powers and diminished the legislative’s — “thereby leaving in place only one side of a bargain between Congress and the presidency,” Chafetz writes.
Why does this matter? Because the court is doing something similar again. Congress struck a bargain with the president when it set up commissions like FERC and the NRC: It granted new powers to the executive branch, but also placed important restrictions on how those powers can be used. In allowing the president to fire commissioners, the Supreme Court has altered the deal, preserving Congress’ grant of authority while removing any real restrictions on the president’s ability to use that authority. In doing so, it has overhauled how those agencies work, essentially creating a new and more potent version of FERC, or the NRC, or the FTC that wears the staff and authorities of the old one as a skin suit.
No legislator would have chosen to set up FERC, or the NRC, or the FTC as they now exist. But after the Supreme Court’s partial demo job yesterday, they are the agencies we have. The court has overhauled how the United States regulates electricity markets, or antitrust law, or nuclear safety regulation. Let’s pray, I suppose, that the Supreme Court doesn’t alter the deal any further.
I promised I wouldn’t write about Europe’s air conditioning adoption today, and I have kept my vow. But my colleague Jeva Lange — who just returned from a 10-day trip on the continent with her husband, her 9-month-old daughter, and her 69-year-old father — has written about it, and in the most delightful way. What was Europe actually like, as an (ew) American? Find out.