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the influence of james burnham by way of marc andreessen is very important here

Totally agree. The three big drivers of Chinese energy policy are (1) local air pollution, (2) energy security, and (3) desire to be at technological frontier. The issue is that you can make a lot of progress on (1) and maintain (3) while still using coal with modern emissions controls for (2).

Today is the day to buy THE ELUSIVE BODY by @acsifferlin. Years of reporting with doctors, patients, and researchers about why America gets it wrong in explaining why we're sick.

The oil market bought a month reprieve thanks to strategic reserves, sanctioned oil, and the actual time it takes for tankers to reach their destinations. Now the shortages (and high prices) may really begin. heatmap.news/energy/hormu...

across asia, coal is coming back, but will it disrupt the overall trajectory of the black rock? heatmap.news/energy/iran-...

Three bad auctions this week, deteriorating market depth, dealers turning off autoquotes on Monday www.ft.com/content/2e01...

The Trump administration's "now more than ever" response to the biggest energy crisis in 50 years heatmap.news/energy/now-m...

reading up on uk electricity markets...yikes!

Join Heatmap Deputy Editor @goodjillian.bsky.social and Correspondent @zeitlin.bsky.social this Thursday for a briefing on what the war in Iran means for the global energy system. Subscribe now to attend: heatmap.news/st/Landing_S...

MOST IMPORTANT NEWS OF THE DAY The Elusive Body has been "BRIEFLY NOTED" by THE NEW YORKER Pre order this instant!!! bookshop.org/p/books/the-... www.amazon.com/Elusive-Body...

The global energy system will never be the same (or at least won't be for a very long time), almost regardless of when the Iran conflict ends. heatmap.news/energy/energ...

NEW SHIFT KEY I’m joined by the great @laurimyllyvirta.bsky.social to discuss what China’s new five-year plan tells us about its energy and economic ambitions, what *really* shapes its climate & energy strategy, and how it’s responding to the Iran war. heatmap.news/podcast/shif...

"6, 7" are the numbers you're likely going to be seeing on gas station signs throughout California. How did we get here? ft @weakinstrument.bsky.social and @severinborenstein.bsky.social heatmap.news/energy/calif...

About 9% of the world's aluminum production is in the Persian Gulf. Smelters are shutting down. Aluminum is one of they key materials — and cost drivers — of solar. heatmap.news/energy/strai...

New piece for The Nation on the ubiquity of "performative" and "virtue signalling" as terms of derision. "Citizenship ... is inherently performative and that abandoning the performance of democratic life means courting democratic collapse." www.thenation.com/article/soci...

“This is the first oil and gas crisis-slash-pricing scare in which clean alternatives to oil and gas are fully price-competitive.” heatmap.news/energy/iran-...

Why you can't solve a Persian Gulf problem in the Gulf of Mexico heatmap.news/energy/iran-...

today is the third birthday of @heatmap_news. a digital news outlet making it to three is no small feat and it's all due to you, our dear readers. It's never been a better time to subscribe! heatmap.news/st/Landing_S...

high, unstable oil prices, still not great for the U.S. even as we produce and sell more of the stuff than ever heatmap.news/energy/oil-p...

How a Connecticut Agricultural Experiment Station researcher became a first responder to Americans convinced they're infested with bugs www.nytimes.com/2026/03/09/o...

What do you do when your oil and lng isn't as secure as you thought? in the short run, you probably burn more coal, but there are countries that were heavily reliant on imported fossil fuels that have embraced solar and electrification heatmap.news/energy/iran-...

Oil prices are up, so clean energy stocks must be celebrating, right? Wrong. Here’s @zeitlin.bsky.social with 3 reasons why: heatmap.news/energy/why-i...

The US-Iran war has revealed the fragility of the global fossil-fuel complex. Oil and LNG prices are up, and Americans are already paying more at the pump. Yet clean energy firms have mostly lost ground since the bombing began, @zeitlin.bsky.social writes. Here’s why: heatmap.news/energy/why-i...

Excited to announce a new report, by the Center for Building in North America and @cmiflin.bsky.social's Center for Zero Waste Design – on the high cost of waste handling in New York City! Article in Vital City below on it, full report here: centerforzerowastedesign.org/all/advocacy...

Good luck rebalancing and reorienting away from the U.S. because you're worried about Trump when the world's number two LNG exporter is heatmap.news/energy/iran-...

The energy market is on edge. Iran was exporting almost its entire daily oil production in the last few weeks, IRGC-linked news outlets say the Strait of Hormuz is "effectively closed," Saudi says the Eastern Province was attakced, the US hit Iranian naval assets heatmap.news/energy/trump...

Utilities are in a very funny situation right now: they're bragging to their investors about their high earnings while also saying that they're very concerned about affordability heatmap.news/energy/utili...

new heatmap poll pro: support for data center construction is plummeting heatmap.news/plus/the-fig...

@bernstein.bsky.social reportermaxxes and journalismmogs, haters' cortisol spikes!!! www.nytimes.com/2026/02/13/s...

Today on Shift Key: @jessedjenkins.com and I chat about why the power grid’s performance in winter, and *not* summer, is now its most important test — and we debrief how the Northeastern US grid just did during a relentlessly frigid few weeks. heatmap.news/podcast/shif...

The hottest thing in Congress are bipartisan geothermal bills: Jake Auchincloss and Mark Amodei have a superhot rocks bill with milestone-based grants, workforce development, and permitting reform heatmap.news/politics/amo...

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...