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The hiking community is usually the biggest supporter of conservation efforts. But sometimes the animal you’re conserving is scary.

Before I learned his name, I knew Joe Scott only as the Bear Guy.
“Oh, and he is an archetypal Bear Guy,” Andrea Wolf-Buck, the communications director of Conservation Northwest, a Washington state conservation nonprofit, wrote me in a follow-up email after the initial oblique introduction. “Joe does not disappoint!”
I was speaking with Wolf-Buck in the first place because, unlike Conservation Northwest, I am not someone who has a Bear Guy on speed dial. To be honest, all I knew about bears at that point boiled down to three things: 1) that I really do not want to get eaten by one, 2) something something something play dead?, and 3) that they brought out extremely strong opinions in the ever-lively Washington Hikers and Climbers Facebook group, a 263,000-member-strong private community prone to long debates over the ethics of geotagging photos, the progeny of large animal tracks, and, evidently, the proposed restoration of grizzly bears in North Cascades National Park on the Canadian border.
A typical comment thread on a post about the latter in recent years has looked something like this:
Stupid idea. Let them roam where they roam. If they end up migrating down here, then so be it.
We do not want grizzly bears in the North Cascades. Keep them where they are. This is a terrible idea.
I think Mother Earth approves. I’m excited about this!
I am a hiker and climber and would prefer not to be killed by a bear.
This is amazing conservation news and a project long in the making to bring them back to their habitat!
I love the N Cascades the way they are.
NO.
I, like many members of the overwhelmingly liberal, animal-loving, granola-munching hiking community in Washington state, am predisposed to anything and everything that has a conservation angle. The fisher restoration? Bring ‘em back! Gray wolves? A majestic animal and a beautiful success story! But guiltily, I’d felt a niggling sense of, well, understanding when fellow outdoor enthusiasts expressed nervousness about the grizzly proposal.
“[T]he thought of grizzlies in the North Cascades sends shivers down many a Northwest hiker’s spine,” Craig Romano, a local guidebook author in favor of the restoration project, has written. “And I know that many of my fellow hikers have no desire to hike in grizzly country — even less so to encourage these bears to return to some of their favorite hiking grounds.”

Though grizzlies (also called brown bears) once numbered in the thousands in the Pacific Northwest, their population was decimated by the Hudson Bay Company's fur operation in the mid 1800s. While hikers send pictures of cinnamon-colored (and deceptively named) black bears to the North Cascades park stewards in excitement every season, the last credible grizzly sighting in the area was in 1996. The grizzly bear — one of the most iconic symbols of the mountain west — is now believed to be functionally extirpated in the North Cascades.
Despite being a conservation horror story, this history has made modern Washington something of an arkoudaphobic hiker’s paradise. The state has all the rugged, breathtaking alpine beauty of places like Glacier National Park, Yellowstone, or British Columbia, but without the accompanying media reports of grizzly attacks. While Washington does have plenty of smaller black bears, they’re skittish and not considered to be much of a threat; precautions like bear spray and bear bells, all necessary in grizz’ country, are frequently dismissed by longtime locals as paranoid out-of-towner behavior. As Conservation Northwest’s Wolf-Buck sympathized with me on a call, “No Washingtonian who goes into the woods is really afraid of a black bear. We know what we’re supposed to do. Grizzly is a different story.”
The latest iteration of the on-again-off-again Washington state grizzly reintroduction process began in 2015 and found an unexpected bipartisan ally in President Donald Trump’s then-secretary of the Interior, Ryan Zinke. Opposition by the local ranching communities, taken up by Rep. Dan Newhouse (R-Wash.), sent Zinke backpedaling, and his successor, David Bernhardt, shut down the plan for good. Then last November, the National Park Service and U.S. Fish and Wildlife Service revived the effort to reintroduce the bears using the Endangered Species Act provision 10(j), intended to “relieve landowner concerns” by giving potential newcomer bears an experimental status of “threatened,” allowing for more management options and relaxing regulations. The public comment period ended in December; now everyone is waiting for the environmental impact statement, which is the next bureaucratic hurdle to clear.
In the meantime, you can count on a Bear Guy to tell it to you straight. “I think the number of human deaths at the claws of grizzly bears [in Yellowstone National Park] totals 11 since 1872,” Scott said. “So there’s your perspective.”
Scott’s real title is international program director of Conservation Northwest; in addition to working on the grizzly program in the North Cascades, he partners with teams in British Colombia on similar grizzly revitalization projects. The programs in B.C. are often led by First Nations groups, who are spiritually, culturally, and even geographically linked to the grizzly; on the southern side of the border, the Upper Skagit Indian Tribe has voiced support for the restoration efforts but did not reply to a request for comment by press time.
Scott had actually overestimated the fatalities he quoted to me: Since Yellowstone was founded, just eight people have been killed by grizzlies inside the park boundary (a ninth unsubstantiated fatality may have occurred in 1907 after someone supposedly poked a bear cub with an umbrella). The home of Old Faithful gets 4.8 million visitors a year; North Cascades, by contrast, is one of the least-visited National Parks, with just 30,154 visitors in 2022. Yellowstone estimates the odds of being injured by a grizzly within its borders are around 1 in 2.7 million visits; in theory, if that ratio held in Washington, it could take almost 90 years before there was even an injury.
Grizzlies are “not like little Tasmanian devils spinning around the landscape, striking hapless humans at random, or some nonsense like that,” Tom Smith, a bear biologist specializing in human-bear conflict, and who is not involved in the North Cascades restoration effort, told me. “There is always some predisposing factor, and the vast majority of those [attacks] … if the persons had done something proactive or differently, they wouldn’t have happened.”

The problem is, there is a lot of bad information out there about grizzlies, which is why people like me — outdoorsy, environmentally minded, sympathetic to conservation efforts — can get caught up in the what-ifs. Many such fallacies are repeated and amplified in those Facebook posts: that the translocation candidates would be other place’s “problem bears” (they wouldn’t be); that we don’t need more meat-eating carnivores roaming the mountains (Cascade grizzlies are heavy plant-eaters); and that we should wait for the bears to come back on their own (cut off from the North Cascades by roads and cities in B.C., they won’t). Even concerns about climate change’s impact on future bears can be assuaged; research shows habitats favorable to grizzlies are only likely to expand as the region warms, in part because bears eat many of the plants that are the first to spring up after wildfires.
Then there is the fact that we’re still years and years away from grizzlies being more than a few needles in a vast 9,800-square-mile haystack. The proposal on the table is to move just 25 bears into the mountains over a 10-year period, with the dream goal of the population reaching perhaps 200 after a century. “I will probably never see a grizzly in the wild in my lifetime in Washington state,” Wolf-Buck told me.
Despite the anxiety on social media, most people are also supportive of the proposal. A May 2016 poll commissioned by Defenders of Wildlife, another conservation nonprofit supporting the bear project, and conducted by Tulchin Research, found 79% of hikers, campers, hunters, and fishers in the state supported the effort. Among all voters, approval was one percentage point better.
Support dips to a still-strong 66% in the eastern, agricultural, and red parts of the state, including Okanogan County, which lies directly to the proposed reintroduction area’s east. “In the community that I am a part of, and in the circles that I typically spend my time in, people are staunchly opposed to having another predator to deal with,” Pam Lewison, a rancher and the director of the Center for Agriculture at the conservative Washington Policy Center think tank, told me, adding that “ultimately, the thought that these are majestic creatures who are more afraid of you than you are them is just not true.”
But grizzlies are “odds assessors,” according to Smith, the bear biologist, and there are simple ways for hikers to tilt the math in their favor. In addition to precautions recreationists should already be taking in black bear country — storing food in bear canisters and never in a tent — the “one thing I don’t see blazoned across every pamphlet that should be there is, you have no business going into bear country without a deterrent,” Smith told me. “I mean, you have no business.” For most people, that just means getting in the habit of carrying bear spray. And hike with friends: “The simplest thing that a person can do, that shows consistent positive results, is hike with two or more people,” Smith added. “I don’t have a single incident in North America where two people calmly stood their ground and the bear touched them.” (Oh, and all that stuff about playing dead? Don’t do that.)

Will there be a learning curve? Of course. But “just like the bears, we’re a highly adaptable species,” Scott told me, pointing out that “people will get used to it: They get used to carrying bear spray, they get used to storing their food in bins, they get used to making noise on a trail, and they get used to leashing their dogs. None of this is all that big of a deal.”
Then the Bear Guy said something that surprised me: that maybe we should be a little bit nervous outdoors. Maybe Washingtonians’ laxity is what is unnatural, the wildlife population long ago brought to a bloody heel by us. But is that actually what we want our state’s remaining wild lands to be — human playgrounds? “Some people want it, but I think most people don’t,” Scott said. “All the marketing for the outdoor crap and all this stuff — it’s all about adventure. Well, you want adventure? Here you go. Guaranteeing your safety is not adventure.”
There is still much work ahead: more studies; more research; more proposals; more letters to Congress; more outreach to the state’s ranchers, who are concerned about their livelihoods and the stresses on animals they care about; and, especially, more education of those who want to enjoy the beauty of Washington state but are a little bit uneasy about sharing that space with newcomers.
Which, to an extent, maybe we ought to be. As a wise Bear Guy once told me, “we might not necessarily be the boss out there, and that’s a good thing.”
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SoftBank’s error and Nvidia’s scandal suggest data centers may have already peaked as an economic and energy trend.
This is Heatmap Daily, a weekday digest written by our executive editor. Subscribe here.
Covering energy and climate change sometimes means seeing certain stories in a different light than others. And a particularly vivid hue illuminated The Wall Street Journal’s report today that the Japanese conglomerate SoftBank Group is taking a $3.7 billion loss on several gigawatts’ worth of natural gas turbines.
For the Journal, the big news is that SoftBank and its billionaire founder, Masayoshi Son, are failing to capitalize on the artificial intelligence boom. But at Heatmap, we’re thinking about the turbines.
The data center boom and the return of electricity load growth has depleted the world’s supply of natural gas turbines. SoftBank had purchased reservations for about 13 gigawatts of turbines, according to the Journal. That’s a staggering amount of electricity — it could meet New York City’s maximum power draw on the hottest part of a summer’s day. The conglomerate now seems set to dump reservations for about four gigawatts’ worth. Keeping a reservation, it turns out, really is harder than making it.
Most of those rotors were reportedly from GE Vernova, one of the world’s largest producers of gas turbines. GE Vernova’s order list for gas turbines has been filled for nearly two years and the waiting list now stretches into 2031. That has led data center developers, hungry to get power as soon as possible, to reach for ever dirtier forms of electricity generation, including diesel generators and even old jet engines.
On that front, SoftBank’s failure to sell the turbines to a higher bidder suggests (albeit weakly) that demand for energy-producing assets might not be as strong as the AI boom’s backers once thought. SoftBank was already set to send about 9 gigawatts of turbines to the enormous Trump-backed OpenAI data center in Pike County, Ohio. The roughly remaining four gigawatts will be released back their manufacturers. (One thing this news can’t quite tell us, alas, is what type of turbine set-up will be used in the Pike County facility, which will be the world’s largest gas-fired power plant if it is build to completion. Recent public filings have suggested the facility isn’t planning on using any turbines in the more efficient combined-cycle configuration, which would mean the plant’s carbon intensity will be worse than most other new natural gas plants. But we’d love to hear any tips on this front.)
To zoom out for a second, I’m struck by how the AI bubble has been replaced by an AI muddle. As I wrote this, news emerged that Nvidia is preparing to fire its CEO, Jensen Huang, for his affair with a Chinese woman who is alleged to be a spy. (He had at least one more affair with another Nvidia executive, according to The New York Times.) Under Huang’s leadership, Nvidia has invested in a sprawling and sometimes circular network of energy-related companies, including Emerald AI, a startup that helps data centers flex their electricity consumption, and Redwood Materials, a battery recycler and producer led by the former Tesla executive J.B. Straubel. Huang has used Nvidia’s enormous balance sheet to buy down the risk of other AI and AI-related companies, propelling the overall AI trade to become the biggest story in American markets.
Now that balance sheet is in peril: Nvidia’s stock is already down 11% over the past five days, and it has fallen another 8% in after-hours trading since news broke of Huang’s ouster. If the chip designer’s financial network began to fray — or even if the next CEO had a lower risk appetite than Huang — then its demise could impact a much larger set of firms.
Even before the Huang scandal broke, companies at the center of the AI trade were showing signs of weakness. Alphabet, Meta, and Microsoft are all down on the month. Nvidia was already lagging by about 10% on the month before its hebdomas horribilis began, too. The memory and chip makers Micron and Applied Materials are both down more than 25% in about the same period, and GE Vernova and Oklo have fallen nearly 20%. Although the data center company Coreweave rebounded on an earnings beat today, it’s still down 24% on the month and nearly 50% since May.
The market rout isn’t total — Anthropic seems likely to enjoy one of the largest IPOs ever in the next week (although perhaps not with quite as large a valuation as its investors once imagined). And the underlying technology of AI seems to be getting worryingly better all the time. But even though the politics of data centers and AI seem set to dominate the new Washington, I’m wondering if data centers as a mainstream economic trend might have already peaked. Americans voted for a more subdued AI boom in the midterms. Now it seems like they might get it ahead of schedule.
Lunar Energy’s latest AI-powered system aims to integrate EVs into the automated demand response mix.
In theory, it’s straightforward to assemble the smart energy home: Solar panels, home backup batteries, and electric vehicles, plus smart thermostats, heat pumps, and water heaters — all the individual pieces can be had for the homeowner who can afford the up-front cost. The challenge is getting all those pieces to talk to one another.
Bay Area-based Lunar Energy is one of the tech firms that’s been trying to crack this problem. Today, it announced an upgraded version of its artificial intelligence-powered home energy control system, which not only integrates all those separate systems but also responds tactically to energy markets. CEO Kunal Girotra told me Lunar AI saves its users money by monitoring their home 24/7 and making decisions to charge, not to charge, or discharge so that they save the most money.
“Utilities are all moving to almost-real-time changes of rates,” he said. “You need software to handle that for you. I think that the race is on for who has the best AI machine learning algorithms to save the most amount of money. And so far, we seem to have a head start.”
Lunar’s first-generation system focused on generation, storage, and control. In other words, it connected elements like a home’s rooftop solar panels with the backup battery the residents might keep in the garage, using the AI to decide when to meet the home’s real-time energy needs with solar versus grid energy versus stored power. What it didn’t have was the ability to work with electric vehicles to manage charging and use the car’s battery as a bonus source of energy.
To fix this, Lunar has built its own bidirectional EV charger — one that can charge up the battery or discharge the car’s battery for a secondary use, like backing up the home’s power supply. Girotra, formerly the head of Tesla Energy, told me the problem with that functionality to this point has been the connection point between the car and the home electrical system. Carmakers and other companies in the space didn’t have the deep experience with electrical certifications to make the process seamless, he tells me. That led to setups like the original Ford Charge Station Pro, which required several different wall-mounted electrical boxes to connect the F-150 Lightning EV to the home.
Lunar’s charger is built to connect to its customers’ existing home Lunar energy system, which includes a microgrid interconnect device they call Lunar Bridge that islands the home in case of a power outage on the grid. In that way, the power stored in the EV battery is ready to back up the home in case of a blackout without any additional work — or to be optimized as part of a fully smart home that’s making money as part of a virtual power plant.
The company’s setup allows for another fun feature: “slow” charging that’s not slow at all, but actually two or three times as fast as the Level 2 charging most EV owners use to recharge their batteries overnight. Electric cars in the U.S. can typically take on only about 11 kilowatts of AC power from one’s home because of the limitations of their on-board hardware. Because Lunar’s system is fully DC, however, Girotra said the company decided to build a DC home charger, one that — like a Tesla Supercharger or other DC fast chargers out in the world — isn’t limited by that power cap. Lunar said it could use a combination of power from the grid, home solar, or home batteries to charge an EV at up to 25 kilowatts. That’s enough to recharge an EV in three to four hours rather than six to eight.
“If the standards get high, and if everybody sees cars can get charged in three hours, then all of a sudden people are like, ‘Wow, this is how I want it,’” he said. “Especially for 25% of the users who are like me, who always are running low on charge and they don’t mind a boost every now and then.”
Some of the other improvements in the second-gen system are more incremental. An inverter that’s 40% more powerful helps Lunar get its system up to enterprise scale. That’s crucial, as the world moves toward a place where more homes and businesses employ battery backup systems. Lunar’s new batteries come in modular 5 kilowatt-hour blocks ranging from 10 kilowatt-hours to 30 kilowatt-hours in a single unit and scale up to 300 kilowatt-hours for home or small commercial use; there’s also new pad-mounted configurations with capacity up to 1 megawatt-hour.
Batteries, though, are the simple part. Everyone from EV makers like Rivian to utilities like Octopus Energy is racing to make a person’s or a business’s batteries and solar panels and electric cars work for them, using the power of AI to account for moment-to-moment changes in energy prices and supply. Lunar’s new tech makes the case that the most important element is a single brain to integrate every last smart, electrified thing in your house.
The fundraise comes on the heels of a $50 million grant from the Department of Energy.
Almost all lithium-ion batteries on the market rely on graphite for their anodes, more than 90% of which is processed in China. That concentration has created a chokepoint in the Pentagon’s supply chain as the military increasingly turns to batteries to help its transportation network operate more quietly and reduce reliance on complex refueling logistics.
So when Congress passed the latest National Defense Authorization Act at the end of 2025, barring Chinese-linked battery materials from military use starting in 2028, Coreshell saw an opening. While the California-based silicon-anode battery startup had previously focused on automakers as its beachhead customers, it’s now shipping its first battery cells to the military for use on Navy ships and Army ground vehicles. On Wednesday, Coreshell announced a $30 million Series B to scale up manufacturing operations to meet the needs of this growing customer base.
“We’re entering a new stage where we’re no longer, I would say, demand limited,” Coreshell’s CEO Jonathan Tan told me. “This year we’ve had to put on second and third shifts, work nights and weekends, just to get the product out the door.”
Coreshell sets itself apart by going a step further than the NDAA requires. The law doesn’t make suppliers trace battery materials all the way back to the mine, which would be exceedingly difficult given China’s dominance across the battery supply chain. But Coreshell has nevertheless eliminated Chinese sourcing from its anodes by replacing graphite with silicon mined and refined in the U.S. by Ferroglobe, one of its Series A investors.
Ferroglobe and global investment firm Access Industries led the latest round, with defense contractor ADS also joining as a new strategic investor. The financing comes on the heels of a $50 million Department of Energy grant that Coreshell secured in August as part of a program to strengthen the domestic battery supply chain. That funding will support the company’s first commercial-scale facility, a 2-gigawatt-hour factory.
That’s about 20 times the size of the 100-ish-megawatt-hour plant the startup had originally envisioned, as the DOE grant has allowed Coreshell to “expand much further than we were originally expecting,” according to Tan. The company is now evaluating several potential U.S. sites and expects to announce its selection early next year. For now, it relies on unnamed contract manufactures, along with its small pilot line in San Leandro, to produce its cells. But once the gigafactory gets up and running, the startup plans to bring electrode production in house by 2028, followed by full cell assembly in 2029.
Building this plant will ultimately require significant additional capital. But Tan believes this latest vote of confidence from the federal government will help Coreshell to diversify its capital stack as it continues to fundraise. “That’s one of the great things about having such a notable DOE award is that it also allows us to attract multiple forms of capital,” he told me.
Silicon has long been recognized as a promising alternative material for battery anodes, as it can store far more energy than graphite. The catch is that it tends to swell during charging, causing it to break down quickly and ultimately leading to a much shorter cycle life. Coreshell says it’s extended its anode’s lifespan by giving it a proprietary coating, which Tan told me back in April essentially means “painting the inside of your battery” with an ultra-thin protective layer.
Other companies, such as Sila Nanotechnologies and Group14 Technologies, are also working to commercialize silicon anodes. But Coreshell says many of its competitors rely on more highly engineered, expensive forms of silicon, such as silane gas. By contrast, Coreshell uses metallurgical silicon, a cheap, raw commodity already widely used in aluminum alloys. That, Tan argues, gives the company a cost advantage not only over its competitors, but potentially Chinese graphite too.
Coreshell hasn’t yet demonstrated that its cells can meet the performance demands of the automotive industry, however. When the company raised its Series A in early 2025, it said it expected its automotive cells to exceed 1,000 charge cycles while retaining 80% of their original capacity. But Tan told me many defense applications don’t require such demanding performance targets, as Navy ships and ground vehicles are “not intending to have as many miles or missions or use cases on that same battery” as a consumer EV would.
That doesn’t mean the company is abandoning its automotive ambitions. As Tan pointed out, electric vehicles remain by far the largest source of global and domestic battery demand. “It’s natural for us to obviously utilize the security supply chain first,” he told me. “That allowed us to really get to commercialization, revenue, and production faster, because automotive qualification is this longer journey. But ultimately, we want to do both of those and more.”