Catch up with Heatmap AM: 🙅 High-ranking House Democrat calls for data center moratorium ⛽ Exclusive: Gas prices rose in red states due to Iran War 👀 Arizona eyes nuclear expansion Plus all the rest from @alexckaufman.bsky.social: heatmap.news/am/gas-price...

The calls for a national data center moratorium are coming from inside the House Energy and Commerce Committee. Read more from @zeitlin.bsky.social: heatmap.news/politics/pal...

Sunrun, Renew Home, and Tesla have 16GW of capacity up for grabs, which they say they can deploy “in months, not years.” Here’s @emilypont.bsky.social with more on their pitch to utilities: heatmap.news/energy/sunru...

Big tech comapnies are at least open — if not outright supportive — of bills and pledges that could put them on the hook for billions of dollars of costs. Why? heatmap.news/politics/rat...

I wrote about an underrated driver of the new “sewer socialist” moment: Many left-wing Americans want the fruits of a strong state but are fundamentally suspicious of states themselves. That leads to endless coalitional issues at the national level — but works fine for cities

The data is now clear: China saved the world — and Donald Trump — from the worst economic impacts of the Iran War. How? That’s what today’s SHIFT KEY is all about. I talk to @roryjohnston.bsky.social about “the most important thing we learned from the Iran war” and what it means for the future:

In today’s Heatmap AM: 🛍️ Walmart signs a major nuclear deal with Constellation ☀️ Utah opens a huge solar + storage plant 👍 Exxon gets the OK to sue Cuba Plus all the rest from @alexckaufman.bsky.social: heatmap.news/am/walmart-n...

@emilypont.bsky.social writes for @heatmap.news that the Trump administration’s move may not be a surrender, but a shift in strategy — from lawsuits to paying companies to cancel their offshore wind leases. heatmap.news/energy/trump...

Get back in the week with Heatmap AM: ☎️ U.S. and Iran coordinate to avoid “miscommunication” on Strait of Hormuz 🚫 China hits U.S. rare earth producers with export restrictions 🫰 Bloomberg announces $285M for renewables Read all about it from @zeitlin.bsky.social: heatmap.news/am/hormuz-co...

Catch up on the news with Heatmap AM: 🖋️ U.S. and Iran sign memo to end the war 🌽 Exclusive: Solar uses just 0.07% of prime U.S. farmland ⚛️ Estonia and Switzerland move toward new nuclear construction Read it all from @alexckaufman.bsky.social: heatmap.news/am/iran-us-d...

We use carbon accounting, borrowing from an old saying, the way a drunk uses a streetlight: more for support than illumination. “Are We Too Obsessed With Carbon Accounting?” @heatmap.news heatmap.news/sustainabili...

Anthropic is joining the carbon removal industry’s largest booster organization. But as @emilypont.bsky.social writes, they’ve done little to nothing to avoid carbon emissions in the first place. Read her story: heatmap.news/climate/anth...

BREAKING The Trump administration will pay Invenergy $765M to kill four more offshore wind leases. @emilypont.bsky.social has the details: heatmap.news/energy/trump...

BREAKING Anthropic joins Frontier Climate’s latest $915M carbon removal growth fund. Head of Frontier @hannahbebbington.bsky.social joins @robinsonmeyer.bsky.social to discuss the state of the industry, the fate of AI, and more: podcasts.apple.com/us/podcast/s...

America’s two most hyped induction stove startups are duking it out over intellectual property. Here’s @kbrigham.bsky.social with blow-by-blow: heatmap.news/climate-tech...

In today’s Heatmap AM: 📉 Oil prices drop on ceasefire announcement 👍 60% of Americans support federal permitting reform 💰 Huge solar-plus-storage project secures $3.5B in financing Read all about it from @alexckaufman.bsky.social: heatmap.news/am/trump-ira...

The past 107 days of conflict over Iran have laid bare the two regimes fighting for global energy dominance, @robinsonmeyer.bsky.social writes. Read more in his latest for Heatmap Daily: heatmap.news/daily/iran-w...

Trump said “Let the oil flow!” But that’s easier said than done. Here’s @zeitlin.bsky.social on what has to happen before the energy market returns to normal: heatmap.news/energy/strai...

Were corporate net zero targets a bad idea all along? @emilypont.bsky.social reports on the growing group of climate experts arguing exactly that: heatmap.news/sustainabili...

In this morning’s Heatmap AM: 🛢️ Trump announces Iran deal to reopen Strait of Hormuz ⛽ Gas tax holiday would pay back fraction of what the war cost Americans at the pump 🌀 CDP spins of for-profit data services business Plus more from @alexckaufman.bsky.social: heatmap.news/am/trump-ira...

To close out the week, @robinsonmeyer.bsky.social has some thoughts about the SpaceX IPO — 5, to be exact. heatmap.news/daily/spacex...

BREAKING The Trump administration is giving up one of its fights against offshore wind, filing to dismiss an appeal of a judge’s ruling against its permitting freeze. @emilypont.bsky.social has the story: heatmap.news/sparks/trump...

Former Exxon CEO Lee Raymond died this week. @robinsonmeyer.bsky.social writes of the oil executive: “Today, people throw around the ‘climate change denier’ label often enough that it has lost some of its charge. But Raymond was the genuine article.” Read more: heatmap.news/daily/lee-ra...

“This Could Be the Winning Issue for Democrats”: A new NYT column calls for Democrats to rally behind opposition to data centers, citing polling and reporting from @heatmap.news @emilypont.bsky.social

My latest: I spent weeks doing water math about AI data centers and talking to the brightest minds in sustainable computing as well as Amazon, Google and environmental advocates about data centers & water. Does AI have big water problems? Yes. But they aren't what you thought. For @heatmap.news!

The perfect obit headline for this particular climate denier, who knew better but preferred to live a lie heatmap.news/daily/lee-raymond

This is a perfect epitaph for Lee Raymond from @heatmap.news

What’s new in Heatmap AM: 🌞 Solar beat coal in May, the first month in U.S. history 📈 Fighting back on in Iran as inflation rises 🫷 Even TX is pushing back against data centers Read it all from @alexckaufman.bsky.social: heatmap.news/am/solar-ove...

Everywhere you look in climate tech there’s a former Tesla or SpaceX doing something cool. @zeitlin.bsky.social and @emilypont.bsky.social surveyed the Musk Mafia for their takes on how the experience shaped them and what it was like working for Elon: heatmap.news/climate-tech...

Fun project out today from me and @zeitlin.bsky.social: Some 40 climate tech founders and CEOs are alumni of SpaceX and Tesla. We mapped out what sectors they went into, how much $ they raised, and talked to them about what they learned working for Musk. heatmap.news/climate-tech...

After the deadly 2021 heat dome, Seattle decided it would be a good idea to practice for a heat emergency during this year’s World Cup tournament. It did not go particularly well. Read @jeva.bsky.social’s account of the exercise: heatmap.news/climate/worl...

Many New Yorkers swelter through the winter in overheated apartments thanks to inefficient boiler systems. But a new AI-powered heat management platform promises to change that — and has already saved $5M in heating costs. Here's @kbrigham.bsky.social with the story: heatmap.news/climate-tech...

Today in Heatmap AM: 🌞 Qcells starts producing solar cells in GA 🤑 Grid investments to top $650B globally in 2026 🇨🇦 Canada just refurbished a nuclear reactor early and under budget Read all about it from @alexckaufman.bsky.social: heatmap.news/am/qcells-fa...

Rivian’s long-awaited, make-or-break R2 is officially here. But is it any good? According to @andrewmoseman.bsky.social, it’s at least good enough. Read his full take: heatmap.news/electric-veh...

Great piece by @heatmap.news's @andrewmoseman.bsky.social as the curtain rises on Rivian's R2 era... simply titled: "Rivian Did It." heatmap.news/electric-veh...

The TL;DR on this morning’s energy news: ⚛️ TN sets country’s first fusion regulations 🇨🇳 China doubles its nuclear capacity in a decade 💔 Could PJM break up? Read all about it in Heatmap AM by @alexckaufman.bsky.social: heatmap.news/am/tennessee...

The coming wave of big tech IPOs is going to make a whole lot of people very, very wealthy. If you’re one of them, @kbrigham.bsky.social suggests, perhaps you might want to consider funding some first-of-a-kind climate tech? heatmap.news/climate-tech...

Hawaiians paid 22% more for electricity in May than they did in April, according to the latest data in the Electricity Price Hub. @zeitlin.bsky.social has the details: heatmap.news/energy/hawai...

the AI boom is minting a new gen of billionaires, some of whom will soon be searching for worthy philanthropic causes. i spoke with leaders in the climate philanthropy world who see a chance to channel AI wealth into decarb and adaptation efforts that might otherwise never get off the ground

Happy Monday! Here’s the latest from Heatmap AM: ☀️ Federal court reinstates 5% safe harbor for clean energy tax credits 🙅 NY passes one-year moratorium on new data centers 🚰 San Diego sells desalinated seawater Find all this and more from @alexckaufman.bsky.social: heatmap.news/am/wind-sola...

If you needed more proof that the data center backlash is real and intense, @robinsonmeyer.bsky.social’s latest for the Heatmap Daily newsletter pretty much sums it up. Read all about our latest polling results here: heatmap.news/daily/data-c...

Leading my newsletter The Fight today: New @heatmap.news polling finds a clear majority of registered voters — 61% — support a national AI data center moratorium. This is bipartisan: more than half of both Democrats and Republicans support the idea when asked.

Elected officials who have been wary about supporting a data center moratorium, take note: 61% of Americans now support one. Get more from @jael.bsky.social in THE FIGHT: heatmap.news/plus/the-fig...

Close out the week with Heatmap AM: ⛏️ Trump pledges to more nearly $1B into struggling U.S. coal industry 🌊 EU steps up to monitor oceans 🏭 Italy says sì to nuclear again Plus more from @alexckaufman.bsky.social: heatmap.news/am/trump-coa...

Americans are not psyched about what AI will do to their lives. Here’s @jeva.bsky.social with more from our latest Heatmap Pro poll: heatmap.news/politics/ame...

What’s happening at Heatmap this AM: 🛢️ U.S. oil stockpiles at their lowest since 2004 🚫 OK AG sues to block aluminum smelter 🤖 ERCOT proposes new rules for large load interconnection Get it all from @alexckaufman.bsky.social: heatmap.news/am/oklahoma-...

Americans are now much more likely to blame data centers for their rising power bills than they were last fall. Here’s @emilypont.bsky.social with more from our latest poll from Heatmap Pro: heatmap.news/energy/data-...

“.. The public has swung 49 points against data centers in just nine months, underscoring the heightened political salience of the facilities and the AI industry that they embody.” @heatmap.news heatmap.news/politics/ame...

Will it be smoky where you live this summer? Almost certainly yes. Here’s @jeva.bsky.social with the region-by-region breakdown: heatmap.news/adaptation/2...

TODAY in Heatmap AM: 🪨 The House passes a suite of geothermal bills 🧑‍⚖️ States sue over offshore wind cancellations 🔋 Google signs a 100MW VPP deal with Voltus Read it all from @alexckaufman.bsky.social: heatmap.news/am/geotherma...