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What happens when Stanford tackles sustainability.

Backed by a whopping $1.69 billion endowment, Stanford’s Doerr School of Sustainability — its first new school in more than 70 years — opened its doors two years ago, and what else came along with it but a new sustainability-focused accelerator specifically for the Stanford community. Seeking to move research out of the lab and into the real world, the Sustainability Accelerator provides early stage funding and a deep network of university-affiliated support to its grantees.
Now that the accelerator has staffed up, gathered insights from its first funding cohort, and given more structure to what is still a very flexibly organized program, I wanted to know more.
The basic concept sounded very Stanford-y indeed — gobs of money, a hugely valuable network, entrepreneurial vibes out the wazoo. But that’s nothing new. When I was at Stanford as an undergrad over a decade ago, The New Yorker’s Nicholas Thompson, now the CEO of the Atlantic (and a fellow Stanford alumnus), quipped that the school had come to resemble “a giant tech incubator with a football team.” This was in the early days of Snapchat and around the time when over a dozen computer science students dropped out to work on the Venmo-wannabe Clinkle, which went up in smoke soon after. Concerns about the university’s deep ties to Silicon Valley and the preponderance of potentially pointless startups coming out of it coexisted with plaudits poured on alumni founders with started-in-a-garage-now-we’re-here type stories.
I thought it was all a bit much. But now there’s a sustainability accelerator, and man, does that sound like something we could all get behind. So I talked with the accelerator’s faculty director, Yi Cui, and managing director, Jeff Brown, about the accelerator’s goals, what sets it apart from the infinite other funding avenues in Silicon Valley, and how they go about deciding what concepts have the potential for widespread adoption, either in the commercial or the policy space.
Brown himself is a Stanford alum with a deep background as a Silicon Valley engineer and founder — in other words, he can talk the talk as well as he walks the walk. Prior to his current role at the sustainability accelerator, he was founder and CEO of Novvi, which makes plant-based oils for use in the lubricants industry. He told me that one of the primary elements that sets Stanford’s accelerator apart from other incubators or venture capital funds is that it’s not just focused on technical solutions to climate and sustainability problems.
“There’s a lot of challenges beyond technology,” Brown told me. “This is market development, this is frameworks that need to be globally aligned, this is policy that leads to new legislation in a global scenario. And so at the accelerator, we’re thinking about these things at that scale, and working in a very interdisciplinary manner across all those spaces.”
Thirty-one projects were selected to join the accelerator’s initial cohort in the summer of 2022, their teams generally comprised of researchers with deep subject area expertise — mostly professors partnering with other professors, faculty members or postdocs. Topics spanned the gamut from highly technical ideas like electrifying steam cracking reactors for industrial chemical production to policy projects such as reforming California’s approach to wildfire management or partnering with stakeholders to support the energy transition in Southeast Asia.
“We are interested in water, food. We are interested in climate adaptation,” Cui, a Stanford professor in both the Materials Science & Engineering department as well as the Energy Science & Engineering Department, told me. “We are also interested in new approaches that could be highly scalable for sustainability — for example, synthetic biology.” He also cited grid decarbonization and industrial decarbonization as focus areas.
And yet Brown also told me it’s vital that all teams, even policy-focused ones, demonstrate that they have potential backers outside the Stanford bubble. For legislative solutions, “you have to go out into the community and find that people agree and are willing to adopt that and move forward with you.” And for technical solutions, Brown said, “you've got to show that customers are willing to receive it, and there are other funding sources that buy into that, as you're going to need increasing capital to scale.”
For the accelerator’s first cohort, projects were organized into one of three categories based on their level of maturity — planning, mid-range, and large-scale, which dictated the amount of funding they were eligible to receive. Brown didn’t want to disclose how much money Stanford is pouring into these projects (although he did say they have a “large budget” to work with) but a 2022 request for proposals indicates that Level 1 projects could secure up to $100,000, Level 2 up to $400,000, and Level 3 up to $1,000,000. It also noted that project teams can specify their own timelines, ranging from three months up to a year, with the option for follow-on funding based on a project’s progress.
Going forward, cohorts will be organized around particular climate themes, a.k.a. “flagship destinations,” which will include key metrics for scalability and speed. The first focus area for the 2024 group is greenhouse gas removal, for which 16 projects were chosen based on their potential to remove a gigaton (that’s a billion tons, folks) of greenhouse gas from the atmosphere by 2050, either by technical or policy means. Examples include transforming rocks and mining waste into efficient CO2 sponges, and developing a monitoring, reporting, and verification framework for ocean-based carbon removal.
Brown emphasized the importance of MRV particularly, the Achilles’ heel of many well-intentioned carbon removal efforts. Reforestation, for example, “is not a technology problem,” he told me. “It's a framework problem around the MRV challenge, and getting the legislation in place, and getting community alignment around the world on how to execute this properly.”
Some in the Stanford community worry, however, that the choice of greenhouse gas removal as a focus area was influenced by the university’s fossil fuel connections, as big oil and gas companies often tout carbon capture as a solution that would allow them to continue producing fossil fuels. The Doerr School does accept research funding from fossil fuel companies, and three years ago, Stanford’s Precourt Institute for Energy collaborated with Shell, ExxonMobil, and TotalEnergies to host a workshop on carbon management. The Doerr School itself cited the meeting as one of two events that led to the focus on greenhouse gas removal.
Cui, though, has downplayed the meeting’s influence on the accelerator. In an interview with the Stanford Daily, he said that “greenhouse gas removal has always been incredibly important to everybody. It’s not because of the workshop.” It’s one of a few key climate solutions he always brings up in his talks, he added. “So it wasn’t hard at all to get to the point and say this should be the first flagship destination.”
In an effort to build the right internal partnerships, the accelerator is launching a postdoc fellowship program, in which entrepreneurial fellows will team up with faculty members to work on projects that align with flagship destinations. The inaugural class should be announced by the end of July. Cui told me the accelerator staff is also contemplating an entrepreneur-in-residence type of program and finding ways to deepen connections with the Stanford Graduate School of Business, which has already partnered with the Doerr School for its ecopreneurship programs.
The point, of course, is to leverage the full weight of the Stanford network, giving project teams access to the entrepreneurial expertise of Silicon Valley as well as the interdisciplinary skillset among the university’s different schools and departments. It’s a much higher-touch experience than teams would get at other incubators or accelerators, Cui told me.
“We actually build an ecosystem,” he explained. “We provide coaching if it [a project] needs coaching. If it needs outside partners and connections, we build that in, we help the team to do that. And if the team doesn't have an entrepreneur type of person, we might hire a person to work with the team.”
And given the university’s reputation as, well, a tech incubator with a (now bad, I hear) football team, Cui stressed that there’s a surprising amount of promising research that never sees the light of day. “There are many technologies, many solutions actually developed in Stanford faculty’s lab — they don't come out, you're not even aware of them,” he told me. But their potential in the sustainability space could be huge, Cui said. “The accelerator’s function is super important to further grow and amplify the entrepreneurial spirit on Stanford campus, and also orient the faculty into working on scalable ideas.”
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Current conditions: After a two-inch dusting over the weekend, Virginia is bracing for up to 8 inches of snow • The Bulahdelah bushfire in New South Wales that killed a firefighter on Sunday is flaring up again • The death toll from South and Southeast Asia’s recent floods has crossed 1,750.

President Donald Trump’s Day One executive order directing agencies to stop approving permitting for wind energy projects is illegal, a federal judge ruled Monday evening. In a 47-page ruling against the president in the U.S. District Court for the District of Massachusetts, Judge Patti B. Saris found that the states led by New York who sued the White House had “produced ample evidence demonstrating that they face ongoing or imminent injuries due to the Wind Order,” including project delays that “reduce or defer tax revenue and returns on the State Plaintiffs’ investments in wind energy developments.” The judge vacated the order entirely.
Trump’s “total war on wind” may have shocked the industry with its fury, but the ruling is a sign that momentum may be shifting. Wind developers have gathered unusual allies. As I wrote here in October, big oil companies balked at Trump’s treatment of the wind industry, warning the precedents Republican leaders set would be used by Democrats against fossil fuels in the future. Just last week, as I reported here, the National Petroleum Council advised the Department of Energy to back a national permitting reform proposal that would strip the White House of the power to rescind already-granted licenses.
Back in October, I told you about how the head of the world’s biggest metal trading house warned that the West was getting the critical mineral problem wrong, focusing too much on mining and not enough on refining. Now the Energy Department is making $134 million available to projects that demonstrate commercially viable ways of recovering and refining rare earths from mining waste, old electronics, and other discarded materials, Utility Dive reported. “We have these resources here at home, but years of complacency ceded America’s mining and industrial base to other nations,” Secretary of Energy Chris Wright said in a statement.
If you read yesterday’s newsletter, you may recall that the move comes as the Trump administration signals its plans to take more equity stakes in mining companies, following on the quasi-nationalization spree started over the summer when the U.S. military became the largest shareholder in MP Materials, the country’s only active rare earths miner, in a move Heatmap's Matthew Zeitlin noted made Biden-era officials jealous.
NextEra Energy is planning to develop data centers across the U.S. for Google-owner Alphabet as the utility giant pivots from its status as the nation’s biggest renewable power developer to the natural gas preferred by the Trump administration. The Florida-based company already had a deal to provide 2.5 gigawatts of clean energy capacity to Facebook-owner Meta Platforms, and also plans gas plants for oil giant Exxon Mobil Corp. and gas producer Comstock Resources. Still, NextEra’s stock dropped by more than 3% as investors questioned whether the company’s skills with solar and wind can be translated to gas. “They’ve been top-notch, best-in-class renewable developers,” Morningstar analyst Andy Bischof told Bloomberg. “Now investors have to get their head around whether that can translate to best-in-class gas developer.”
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In October, Google backed construction of the first U.S. commercial installation of a gas plant built from the ground up with carbon capture. The project, which Matthew wrote about here, had the trappings to work where other experiments in carbon capture failed. The location selected for the plant already had an ethanol facility with carbon capture, and access to wells to store the sequestered gas. Now the U.S. could have another plant. In a press release Monday, the industrial giant Babcock and Wilcox announced a deal with an unnamed company to supply carbon capture equipment to an existing U.S. power station. More details are due out in March 2026.
Executives from at least 14 fusion energy startups met with the Energy Department on Monday as the agency looks to spur construction of what could be the world’s first power plants to harness the reaction that powers the sun. The Trump administration has made fusion a priority, issuing a roadmap for commercialization and devoting a new office to the energy source, as I wrote in a breakdown of the agency’s internal reorganization last month. It is, as Heatmap’s Katie Brigham has written, “finally, possibly, almost time for fusion” as billions of dollars flow into startups promising to make the so-called energy source of tomorrow a reality in the near future. “It is now time to make an investment in resources to match the nation’s ambition,” the Fusion Industry Association, the trade group representing the nascent industry, wrote in a press release. “China and other strategic competitors are mobilizing billions to develop the technology and capture the fusion future. The United States has invested in fusion R&D for decades; now is the time to complete the final step to commercialize the technology.” Indeed, as I wrote last month, China has forged an alliance with roughly a dozen countries to work together on fusion, and it’s spending orders of magnitude more cash on the energy source than the U.S.
Founded by a former Google worker, the startup Quilt set out to design chic-looking heat pumps sexy enough to serve as decor. Investors like the pitch. The company closed a $20 million Series B round on Monday, bringing its total fundraising to $64 million. “Our growth demonstrates that when you solve for comfort, design, and efficiency simultaneously, adoption accelerates,” Paul Lambert, chief executive and co-founder of Quilt, said in a statement. “This funding enables us to bring that experience to millions more North American homes.”
Adorable as they are, Japanese kei cars don’t really fit into American driving culture.
It’s easy to feel jaded about America’s car culture when you travel abroad. Visit other countries and you’re likely to see a variety of cool, quirky, and affordable vehicles that aren’t sold in the United States, where bloated and expensive trucks and SUVs dominate.
Even President Trump is not immune from this feeling. He recently visited Japan and, like a study abroad student having a globalist epiphany, seems to have become obsessed with the country’s “kei” cars, the itty-bitty city autos that fill up the congested streets of Tokyo and other urban centers. Upon returning to America, Trump blasted out a social media message that led with, “I have just approved TINY CARS to be built in America,” and continued, “START BUILDING THEM NOW!!!”
He’s right: Kei cars are neat. These pint-sized coupes, hatchbacks, and even micro-vans and trucks are so cute and weird that U.S. car collectors have taken to snatching them up (under the rules that allow 25-year-old cars to be imported to America regardless of whether they meet our standards). And he’s absolutely right that Americans need smaller and more affordable automotive options. Yet it’s far from clear that what works in Japan will work here — or that the auto execs who stood behind Trump last week as he announced a major downgrading of upcoming fuel economy standards are keen to change course and start selling super-cheap economy cars.
Americans want our cars to do everything. This country’s fleet of Honda CR-Vs and Chevy Silverados have plenty of space for school carpools and grocery runs around town, and they’re powerful and safe enough for road-tripping hundreds of miles down the highway. It’s a theme that’s come up repeatedly in our coverage of electric vehicles. EVs are better for cities and suburbs than internal combustion vehicles, full stop. But they may never match the lightning-fast road trip pit stop people have come to expect from their gasoline-powered vehicles, which means they don’t fit cleanly into many Americans’ built-in idea of what a car should be.
This has long been a problem for selling Americans on microcars. We’ve had them before: As recently as a dozen years ago, extra-small autos like the Smart ForTwo and Scion iQ were available here. Those tiny cars made tons of sense in the United States’ truly dense urban areas; I’ve seen them strategically parked in the spaces between homes in San Francisco that are too short for any other car. They made less sense in the more wide-open spaces and sprawling suburbs that make up this country. The majority of Americans who don’t struggle with street parking and saw that they could get much bigger cars for not that much more money weren’t that interested in owning a car that’s only good for local driving.
The same dynamic exists with the idea of bringing kei cars for America. They’re not made to go faster than 40 or 45 miles per hour, and their diminutive size leaves little room for the kind of safety features needed to make them highway-legal here. (Can you imagine driving that tiny car down a freeway filled with 18-wheelers?) Even reaching street legal status is a struggle. While reporting earlier this year on the rise of kei car enthusiasts, The New York Times noted that while some states have moved to legalize mini-cars, it is effectively illegal to register them in New York. (They interviewed someone whose service was to register the cars in Montana for customers who lived elsewhere.)
If the automakers did follow Trump’s directive and stage a tiny car revival, it would be a welcome change for budget-focused Americans. Just a handful of new cars can be had for less than $25,000 in the U.S. today, and drivers are finally beginning to turn against the exorbitant prices of new vehicles and the endless car loans required to finance them. Individuals and communities have turned increasingly to affordable local transportation options like golf carts and e-bikes for simply getting around. Tiny cars could occupy a space between those vehicles and the full-size car market. Kei trucks, which take the pickup back to its utilitarian roots, would be a wonderful option for small businesses that just need bare-bones hauling capacity.
Besides convincing size-obsessed Americans that small is cool, there is a second problem with bringing kei cars to the U.S., which is figuring out how to make little vehicles fit into the American car world. Following Trump’s declaration that America should get Tokyo-style tiny cars ASAP, Transportation Secretary Sean Duffy said “we have cleared the deck” of regulations that would prevent Toyota or anyone else from selling tiny cars here. Yet shortly thereafter, the Department of Transportation clarified that, “As with all vehicles, manufacturers must certify that they meet U.S. Federal Motor Vehicle Safety Standards, including for crashworthiness and passenger protection.”
In other words, Ford and GM can’t just start cranking out microcars that don’t include all the airbags and other protections necessary to meet American crash test and rollover standards (not without a wholesale change to our laws, anyway). As a result, U.S. tiny cars couldn’t be as tiny as Japanese ones. Nor would they be as cheap, which is a crucial issue. Americans might spend $10,000 on a city-only car, but probably wouldn’t spend $20,000 — not when they could just get a plain old Toyota Corolla or a used SUV for that much.
It won’t be easy to convince the car companies to go down this road, either. They moved so aggressively toward crossovers and trucks over the past few decades because Americans would pay a premium for those vehicles, making them far more profitable than economy cars. The margins on each kei car would be much smaller, and since the stateside market for them might be relatively small, this isn’t an alluring business proposition for the automakers. It would be one thing if they could just bring the small cars they’re selling elsewhere and market them in the United States without spending huge sums to redesign them for America. But under current laws, they can’t.
Not to mention the whiplash effect: The Trump administration’s attacks on EVs left the carmakers struggling to rearrange their plans. Ford and Chevy probably aren’t keen to start the years-long process of designing tiny cars to please a president who’ll soon be distracted by something else.
Trump’s Tokyo fantasy is based in a certain reality: Our cars are too big and too expensive. But while kei cars would be fantastic for driving around Boston, D.C., or San Francisco, the rides that America really needs are the reasonably sized vehicles we used to have — the hatchbacks, small trucks, and other vehicles that used to be common on our roads before the Ford F-150 and Toyota RAV4 ate the American car market. A kei truck might be too minimalist for mainstream U.S. drivers, but how about a hybrid revival of the El Camino, or a truck like the upcoming Slate EV whose dimensions reflect what a compact truck used to be? Now that I could see.
Current conditions: In the Pacific Northwest, parts of the Olympics and Cascades are set for two feet of rain over the next two weeks • Australian firefighters are battling blazes in Victoria, New South Wales, and Tasmania • Temperatures plunged below freezing in New York City.
The U.S. military is taking on a new role in the Trump administration’s investment strategy, with the Pentagon setting off a wave of quasi-nationalization deals that have seen the Department of Defense taking equity stakes in critical mineral projects. Now the military’s in-house lender, the Office of Strategic Capital, is making nuclear power a “strategic technology.” That’s according to the latest draft, published Sunday, of the National Defense Authorization Act making its way through Congress. The bill also gives the lender new authorities to charge and collect fees, hire specialized help, and insulate its loan agreements from legal challenges. The newly beefed up office could give the Trump administration a new tool for adding to its growing list of investments, as I previously wrote here.

The “Make America Healthy Again” wing of President Donald Trump’s political coalition is urging the White House to fire Environmental Protection Agency Administrator Lee Zeldin over his decisions to deregulate harmful chemicals. In a petition circulated online, several prominent activists aligned with the administration’s health secretary, Robert F. Kennedy, Jr., accused Zeldin of having “prioritized the interests of chemical corporations over the well-being of American families and children.” As of early Friday afternoon, The New York Times reported, more than 2,800 people had signed the petition. By Sunday afternoon, the figure was nearly 6,000. The organizers behind the petition include Vani Hari, a MAHA influencer known as the Food Babe to her 2.3 million Instagram followers, and Alex Clark, a Turning Point USA activist who hosts what the Times called “a health and wellness podcast popular among conservatives.”
The intraparty conflict comes as one of Zeldin’s more controversial rollbacks of a Biden-era pollution rule, a regulation that curbs public exposure to soot, is facing significant legal challenges. A lawyer told E&E News the EPA’s case is a “Hail Mary pass.”
The Democratic Republic of the Congo, by far the world’s largest source of cobalt, has slapped new export restrictions on the bluish metal needed for batteries and other modern electronics. As much as 80% of the global supply of cobalt comes from the DRC, where mines are notorious for poor working conditions, including slavery and child labor. Under new rules for cobalt exporters spelled out in a government document Reuters obtained, miners would need to pre-pay a 10% royalty within 48 hours of receiving an invoice and secure a compliance certificate. The rules come a month after Kinshasa ended a months-long export ban by implementing a quota system aimed at boosting state revenues and tightening oversight over the nation’s fast-growing mining industry. The establishment of the rules could signal increased exports again, but also suggests that business conditions are changing in the country in ways that could further complicate mining.
With Chinese companies controlling the vast majority of the DRC’s cobalt mines, the U.S. is looking to onshore more of the supply chain for the critical mineral. Among the federal investments is one I profiled for Heatmap: an Ohio startup promising to refine cobalt and other metals with a novel processing method. That company, Xerion, received funding from the Defense Logistics Agency, yet another funding office housed under the U.S. military.
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Last month, I told you about China’s outreach to the rest of the world, including Western European countries, to work together on nuclear fusion. The U.S. cut off cooperation with China on traditional atomic energy back in 2017. But France is taking a different approach. During a state visit to Beijing last week, French President Emmanuel Macron “failed to win concessions” from Chinese leader Xi Jinping, France24 noted. But Paris and Beijing agreed to a new “pragmatic cooperation” deal on nuclear power. France’s state-owned utility giant EDF already built a pair of its leading reactors in China.
The U.S. has steadily pushed the French out of deals within the democratic world. Washington famously muscled in on a submarine deal, persuading Australia to drop its deal with France and go instead with American nuclear vessels. Around the same time, Poland — by far the biggest country in Europe to attempt to build its first nuclear power plant — gave the American nuclear company Westinghouse the contract in a loss for France’s EDF. Working with China, which is building more reactors at a faster rate than any other country, could give France a leg up over the U.S. in the race to design and deploy new reactors.
It’s not just the U.S. backpedaling on climate pledges and extending operations of coal plants set to shut down. In smog-choked Indonesia, which ranks seventh in the world for emissions, a coal-fired plant that Bloomberg described as a “flagship” for the country’s phaseout of coal has, rather than shut down early, applied to stay open longer.
Nor is the problem reserved to countries with right-wing governance. The new energy plan Canadian Prime Minister Mark Carney, a liberal, is pursuing in a bid to leverage the country’s fossil fuel riches over an increasingly pushy Trump means there’s “no way” Ottawa can meet its climate goals. As I wrote last week, the Carney government is considering a new pipeline from Alberta to the West Coast to increase oil and gas sales to Asia.
There’s a new sheriff in town in the state at the center of the data center boom. Virginia’s lieutenant governor-elect Ghazala Hasmi said Thursday that the incoming administration would work to shift policy toward having data centers “pay their fair share” by supplying their own energy and paying to put more clean power on the grid, Utility Dive reported. “We have the tools today. We’ve got the skilled and talented workforce. We have a policy roadmap as well, and what we need now is the political will,” Hashmi said. “There is new energy in this legislature, and with it a real opportunity to build new energy right here in the Commonwealth.”