democrats may be willing to sideline some climate coals in pursuit of affordability, but can they actually say "i support oil and gas development"...Third Way is trying heatmap.news/energy/clean...

i guess it's all a matter of perspective. we're just past halfway through the 2020s, and the US is a much larger economy than Australia in the 2000s or Japan in the 1980s, so the scale of investment shown here is still quite large. the shale boom and 90s internet buildout were big deals!

While reporting this, I had something happen that's never happened. A comms rep for one of the co's disputed my reporting and said what I was telling them was untrue because it was not in Grok, xAI's chatbot. I was looking directly at the files. And this person was using AI to challenge the truth.

A bipartisan House group — including Mike Lawler (R-NY) and Don Bacon (R-NE) — have proposed bill text that curtails the president’s ability to yank permits from individual energy projects that have already been approved, @alexckaufman.bsky.social reports: heatmap.news/politics/fre...

everyone knows the grid is a natural monopoly, what the cato institute presupposes is...maybe it isn't? heatmap.news/energy/consu...

queen

The EPA is expected to decide the fate of the 2009 “endangerment finding” on greenhouse gases any day now. Here’s @emilypont.bsky.social on what to watch for in the final determination: heatmap.news/climate/epa-...

The Northeast's cap and trade regime has to adjust to the new era of affordability. Josh Shapiro left and New Jersey is using the money to freeze utility bills. heatmap.news/energy/regio...

Utility rate increase requests doubled in 2025 compared to 2024 heatmap.news/sparks/power...

Michigan's new fossil fuel lawsuit is fascinating. The state is alleging antitrust violations, arguing that Big Oil colluded to stifle competition. I spoke to experts about the case and the challenge of proving conspiracy vs. independent responses to market pressures. heatmap.news/climate/mich...

there's a fan populism that finds the idea that teams can be cash generating, profitable enterprises fundamentally offensive, instead they should be trophies for billionaire owners and somehow appreciate in equity value but never genrate cash (i guess european soccer is like this?)

the grid by and large survived the storm — what issues we had were poles and wires, not load shedding — but now the grid has to face a week of very low temperatures, which means persistent high demand heatmap.news/energy/winte...

Severin Borestein has spoken: "if you took California out of the average...the average price in the rest of the country was actually lower in 2024 than in 2014, after adjusting for inflation." energyathaas.wordpress.com/2026/01/26/l...

messing around with the grid status api on claude code.

Mikie Sherrill's day one executive orders on electricity had something for everyone: rate freezes, tough talk for utilities and pjm, more procurement of solar and storage, looking at nuclear development and permitting reform heatmap.news/sparks/new-j...

why did josh shapiro and wes moore have a friendly meeting with trump energy officials at the white house today? it's because their electricity market has been so dysfunctional that it's united both parties to yell at it heatmap.news/energy/pjm-a...

when is green power really green, when is new power really new, when are data centers really sustainable heatmap.news/energy/meta-...

China is a climate “hero,” according to an overwhelming majority of insiders. The biggest reason was China’s manufacturing prowess in solar, wind, and battery technologies — but many also said it’s not so straightforward. Read @kbrigham.bsky.social for more: heatmap.news/insiders-sur...

Two out of three of Heatmap insiders said data centers won’t slow down decarbonization — and some even think data centers will boost renewables. Google also edged out Microsoft as experts’ best hyperscaler on climate. Read more from @zeitlin.bsky.social: heatmap.news/insiders-sur...

want buses to be fast? have fewer stops worksinprogress.co/issue/the-un...

Incredible piece and graphics by the @financialtimes.com team on the dilapidation of Venezuela’s oil industry 1/3 of storage capacity currently inactive pipelines havent been updated in 50 years, often rupture Previously massive 400+ kbpd projects rotting into the earth. Ecological disaster

the energy source of the future of the past is now: ai's energy needs are so immense that FUEL CELLS are finally booming heatmap.news/energy/fuel-...

american and venezuelan law has to change before investment can flow into venezuela. then they have to spend tens of billions of dollars over a decade. and all that while oil prices are quite low. heatmap.news/energy/venez...

warren buffett on utilities from his berkshire hathaway 2023 annual letter

NEW on SHIFT KEY: 2025 isn't quite over yet, but we've already moved on to 2026! On this week's episode, Heatmap's @robinsonmeyer.bsky.social, @emilypont.bsky.social, @zeitlin.bsky.social, and @goodjillian.bsky.social share their predictions for next year: podcasts.apple.com/us/podcast/t...

Google is spending tens of billions of dollars a year on its data center buildout and its hiring some human capital too: some of America’s most prominent energy wonks heatmap.news/energy/googl...

darkly appropriate that this essentially all goes back to a lack of appropriate compliance practices at Bear Stearns www.nytimes.com/2025/12/16/m...

Federal energy regulators order the country's largest grid to make its rules make sense. Read more from @zeitlin.bsky.social: heatmap.news/energy/ferc-...

we'll see what happens, but my reading of history is that when affordability (ie inflation) is a problem, it's harsh, austere, right-wing "sado-monetarist" or "neoliberal" responses that get rewarded. thatcher and reagan won huge majorities after economic crashes because they crushed inflation

seems bad

Zillow made headlines pulling climate risk data off their platform. Data on Redfin users, though, shows that potential homebuyers only click a listing's flood, wildfire risk for a short time after catastrophic disasters: More from Ruby Mellen and I here: 🎁 wapo.st/4pX8MhE

one reason why dems do well in minnesota despite it not being *that* democratic at the national level is that candidate selection works out for them

Interesting that EIA is seeing slower growth of large load aggregate demand , but that is a poor indicator of grid strain. Need to understand peak demand relative to available supply, some of which is intermittent. www.utilitydive.com/news/energy-...

I wonder if North America's low-voltage power supply is the original sin driving a ton of inefficiencies in our electrical codes compared to the rest of the world's, in the same way that light wood frame construction is. Inspired by reading the AFCI Wikipedia page en.wikipedia.org/wiki/Arc-fau...

this is all that matters

This might be the wildest "pivot to data center" story I've seen. A supersonic aircraft startup that hasn't delivered a single plane raised $300 million to make natural gas turbines to power data centers techcrunch.com/2025/12/09/b...

can't stop watching this clip of a tesla Optimus teleoperator taking his headset off before properly logging out the robot

it turns out there's more than regulatory issues preventing the kei car from taking over america heatmap.news/politics/tru...

great @michaelcaley.bsky.social blog www.expectinggoals.com/p/how-zohran...

New play space has something fun for adults: a coned substation

Ruben Gallego has an energy plan, some highlights -- bring back IRA tax credits -- invest in advanced nuclear/SMRs + geothermal -- permitting reform for everything -- transmission www.gallego.senate.gov/wp-content/u...

TODAY IN THE BROOKLYN DEMOCRATIC PARTY

you don't need to do a lot of fancy footwork around baselines and discount rates to show that climate change is imposing costs right now heatmap.news/economy/clim...

someone is very concerned about the cantilever situation

"New England may be cold and dark in the winter, but it’s liberal all year round." Here's @zeitlin.bsky.social on why cold weather is becoming an increasing problem as northeastern states decarbonize: heatmap.news/energy/winte...

huge news: a key house committee just advanced a major bipartisan permitting deal that would block future presidents from rescinding permits for political reasons good for anyone who wants to build renewables, bad for anyone who wants to block pipelines via @heatmap.news

what if simply told utilites that they were going to make less money heatmap.news/energy/calif...