Heatmap News
@heatmap.news
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A new media company focused on the biggest story of our time: climate change. Subscribe to our newsletter at https://heatmap.news.
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Welcome to our new BlueSky followers!

We've put together this handy Heatmap starter pack for you all. Follow our news team for the latest on climate and clean energy:
heatmap.news
A decarbonized grid will need longer-lasting batteries. It's about time to replace most of our existing grid infrastructure, anyway, so surely this should all work out. Right?

@zeitlin.bsky.social has the story on why the math doesn't quite work yet for long-duration energy storage:
The Grid Needs Longer-Lasting Batteries. But How to Pay for Them?
Long-duration storage is still an awkward fit in most U.S. electricity markets.
heatmap.news
Reposted by Heatmap News
kbrigham.bsky.social
amidst a string of battery failures, there's a new sodium-ion chemistry on the market. Alsym Energy - spun out of MIT 10 years ago - is planning to deploy its batteries for grid-scale energy storage beginning next year
Alsym Thinks It Can Break the U.S. Battery Manufacturing Curse
After a string of high-profile failures, this sodium-ion startup has a proprietary chemistry and a plan to compete on cost.
heatmap.news
heatmap.news
The U.S. military is building up a $1 billion critical mineral stockpile to counter China's influence over the global trade in these crucial raw materials.

Read more about it, plus new projections on hydrogen and Europe's flagging green steel flagship, from @alexckaufman.bsky.social
The Pentagon Is Stockpiling Critical Minerals
On hydrogen woes, Stegra’s steel costs, and refining vs. mining
heatmap.news
Reposted by Heatmap News
zeitlin.bsky.social
It's not a climate economics nobel, but Philippe Aghion has applied his insights about creative destruction to climate. Namely that climate policy should seek primarily to foster and induce technological innovation especially by firms that specialize in green technology heatmap.news/economy/nobe...
The Latest Nobel Winner Thinks ‘Creative Destruction’ Can Stop Climate Change
Economist Philippe Aghion views carbon taxes as a tool to decarbonize, but not a solution in themselves.
heatmap.news
heatmap.news
Another year, another Nobel Prize-winner in economics whose work concerns how governments around the world should approach the transition to clean energy.

Here's @zeitlin.bsky.social on Philippe Aghion — and his low-key difference of opinion with William Nordhaus:
The Latest Nobel Winner Thinks ‘Creative Destruction’ Can Stop Climate Change
Economist Philippe Aghion views carbon taxes as a tool to decarbonize, but not a solution in themselves.
heatmap.news
heatmap.news
"This is how we lose the AI/energy arms race with China," Utah Governor Spencer Cox said Friday in response to @jael.bsky.social's reporting on the Esmeralda 7 cancellation.

Trump voters in Georgia, too, are angry about the withdrawal of funding for rooftop solar.

Read more in today's Heatmap AM:
Republicans Balk at Trump’s Solar Cuts
On Corpus Christi’s drought, China’s Scottish factory, and no more ships to give
heatmap.news
Reposted by Heatmap News
jael.bsky.social
the republican governor of utah spencer cox cites my story about esmeralda 7’s apparent cancelation to criticize the trump administration:

“this is how we lose the AI/energy arms race with china”
Spencer Cox: This is how we lose the AI/energy arms race with China. Our country needs an all-of-the-above approach to energy (like Utah). We should be all in on nuclear/natural gas/geothermal and keeping our coal plants open for as long as possible. However, there are innovation/permitting/supply chain issues slowing those down. While intermittent sources have been overvalued in the past (and offshore wind is a disaster and should be discontinued), the incredible leaps in battery technology completely change the value proposition of solar in the right places. Solar with batteries can now be close to baseload power and we should keep these projects rolling until we get the gas/nuclear/geothermal plants we need.
heatmap.news
That's awesome! Thanks for reading :)
heatmap.news
NEW in this morning's Heatmap AM:

🚫 The end of a solar megaproject in Nevada
🚫 New export controls on rare earths from China
🚫 And Nestle pulls out of an alliance to control dairy emissions

Read all these stories and more from @alexckaufman.bsky.social
Nevada’s Behemoth Solar Megaproject Sunsets After Trump Delays
On the Chevy Bolt’s return, China’s rare earth crackdown, and Nestle’s spoiled climate push
heatmap.news
Reposted by Heatmap News
jael.bsky.social
SCOOP: The Bureau of Land Management says the largest solar project in Nevada — the Esmeralda 7 mega-farm — has been canceled

The news was quietly dropped via a sudden website update with no public word from any of the companies involved or a statement from the agency

@heatmap.news
Esmeralda 7 Solar Project Has Been Canceled, BLM Says
It would have delivered a gargantuan 6.2 gigawatts of power.
heatmap.news
heatmap.news
This just in: The Esmeralda 7 Solar Project — which would have generated a gargantuan 6.2 gigawatts of power — has been canceled, the BLM says.
Esmeralda 7 Solar Project Has Been Canceled, BLM Says
It would have delivered a gargantuan 6.2 gigawatts of power.
heatmap.news
Reposted by Heatmap News
Reposted by Heatmap News
zeitlin.bsky.social
The case for renewables I hear all the time is something like "Ignore emissions, we can do this faster than gas" and that may be true about combined-cycle power plants, but it may be much less true with using cheap turbines behind the meter heatmap.news/energy/natur...
Data Centers Have Solved Their Speed-to-Power Problem — With Natural Gas
“Old economy” companies like Caterpillar and Williams are cashing in by selling smaller, less-efficient turbines to impatient developers.
heatmap.news
Reposted by Heatmap News
kbrigham.bsky.social
sustainable infrastructure investment firm Generate Capital is realigning its strategy, replacing its longtime CEO and conducting layoffs. an executive told me that rapid growth led to strategic mistakes in the heady days after the passage of the IRA
After Replacing Its CEO, Generate Capital Lays Off Staff
“We grew quickly and made some mistakes,” Generate executive Jonah Goldman told Heatmap.
heatmap.news
heatmap.news
Gavin Newsom has vetoed a bill that would would have made permitting for geothermal easier in California, much to the chagrin of developers.

Find more on that story, plus layoffs at Generate and Orsted, in this morning's AM newsletter by @alexckaufman.bsky.social

heatmap.news/am/californi...
Gavin Newsom Vetoes Landmark Geothermal Bill
On billions for clean energy, Orsted layoffs, and public housing heat pumps
heatmap.news
Reposted by Heatmap News
jessedjenkins.com
If you want to understand what's going on with China's electricity system and emissions goals, don't miss this one!
heatmap.news
NEW on this week's Shift Key, @robinsonmeyer.bsky.social and @jessedjenkins.com talk with UC San Diego's @michaeldavidson.bsky.social about China's climate progress, how its electricity markets work and what to make of those coal subsidies.

Listen here, or wherever you get your podcasts:
How China’s Power Grid Really Works
Podcast Episode · Shift Key with Robinson Meyer and Jesse Jenkins · 10/08/2025 · 1h 13m
podcasts.apple.com
Reposted by Heatmap News
robinsonmeyer.bsky.social
We have a fantastic new essay on China’s new climate pledge by @jeremywallace.bsky.social at @heatmap.news this morning. He argues the country’s indecision about its green future is more than just an environmental disappointment — it is a serious governing mistake.

heatmap.news/ideas/china-...
China Can’t Decide if It Wants to Be the World’s First “Electrostate”
The country’s underwhelming new climate pledge is more than just bad news for the world — it reveals a serious governing mistake.
heatmap.news
Reposted by Heatmap News
jael.bsky.social
this is such an enormous story
robinsonmeyer.bsky.social
NEW: Trump is moving to kill all funding for proposed Texas and Louisiana mega-hubs to capture CO₂ from the atmosphere

The bipartisan-backed hubs represented a rare clean tech industry where the US was on the cutting edge

by @emilypont.bsky.social for @heatmap.news

heatmap.news/politics/doe...
Trump to Cancel Direct Air Capture Hubs in Texas, Louisiana
A new list of grant cancellations obtained by Heatmap includes Climeworks and Heirloom projects funded by 2021 infrastructure law.
heatmap.news
heatmap.news
Tesla isn't the only EV company figuring out creative ways to reduce prices now that the EV tax credit is dead.

Here's Andrew Moseman on how automakers are aiming to stay cheap and cheerful:
Tesla’s New EVs Are Worse, But Cheaper. That’s the Point.
With the federal electric vehicle tax credit now gone, automakers like Ford and Hyundai have to find other ways to make their electric cars affordable.
heatmap.news
Reposted by Heatmap News
emilypont.bsky.social
10 out of 13 grants awarded for domestic Heat Pump manufacturing (the IRA’s Heat Pump Defense Production Act Program) are also listed. 🔌⚡

Awards for Gradient, Mitsubishi, and York International appear to be safe.
emilypont.bsky.social
Some additional info on the new list of axed DOE projects circulating.
- All 7 H2 Hubs
- All 13 IRA grants to convert at-risk auto plants to EV mfg
- 11 of 15 grants to speed domestic clean energy mfg in former coal communities
- 10 of 38 grants for battery materials
heatmap.news/politics/doe...
Trump to Axe All 7 Hydrogen Hubs, Bucking Bipartisan Law
A new list of Department of Energy grants slated for termination will hit clean energy and oil majors alike, including Exxon and Chevron.
heatmap.news