Alexander C. Kaufman
@kaufman
Reporter, writer and analyst. I cover energy, climate change and geopolitics. Contact me via my website www.alexanderckaufman.com and subscribe to kaufman.nyc.
Good morning from Washington, D.C. Here's what's in Thursday's issue of Heatmap News AM:
1. TerraPower wins an historic first construction permit from the Nuclear Regulatory Commission.
2. Lithium demand could hit 13 million metric tons by 2050, per Wood Mackenzie.
3. The owner of Washington State's last coal plant...
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Here's what's in your midweek Heatmap News AM:
1. Clean energy stocks aren't seeing the boost from the Iran war that you might expect.
2. Aluminum is taking a hit from the conflict.
3. Solar manufacturer Silfab Solar Inc. is dealing with a chemical spill in South Carolina.
4. Leases on what could become the world...
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It's Tuesday, the fourth day of the U.S. war in Iran. Here's what's in your Heatmap News AM:
1. Oil and gas prices are shooting up, and American embassies in the Persian Gulf are shutting down.
2. BlackRock's Global Infrastructure Partners (GIP) and EQT PARTNERS, INC are buying The AES Corporation in a deal worth ne...
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Happy Monday. Here's what's in today's Heatmap News AM:
1. The war in Iran could drive oil prices up past $100 per barrel.
2. Greenpeace USA ordered to pay $345 million in damages to Energy Transfer over the Dakota Access Pipeline protests.
3. The U.N. seabed authority chief promises this will be the year it legali...
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In this morning's Heatmap News AM, I'm introducing a new concept: Reactor realism. Reactor realists embrace "the need to keep building more of the same kind of large-scale pressurized water reactors we know how to construct and operate while supporting the development and deployment of new technologies."
1. Trump's re...
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In this morning's Heatmap News AM:
1. The Energy Department just gave Southern Company a $26 billion — with a B — loan package to fund uprates and license extensions of six nuclear reactors, construct a bunch of new gas plants, and build out transmission in Alabama and Georgia.
2. A new analysis by the Center for Pu...
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Scoop in Heatmap this morning:
Shine Technologies, the fusion company that's producing medical isotopes and plans to get into spent fission fuel recycling, just raised $240 million to get it through the next few years.
The bulk of that funding, 63%, came from Patrick Soon-Shiong, the biotech billionaire who owns th...
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This long essay by @joanwestenberg.eth on why she's remained on Farcaster despite the decline of its social network is really good and resonates with a lot of why I have remained here, too.
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I can't believe there's more snow on my fire escape this morning. I can believe what's in Heatmap News AM today:
1. Trump promises to make data centers build their own generation during his State of the Union address.
2. Mississippi's governor delivers a full-throated defense of data centers and a rebuke of the effor...
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I have a new story up at Canary Media:
This one looks at the European Commission's proposal to give itself the discretionary authority to suspect the EU's world-first carbon tariff on select goods. European industry, which is looking for a clear signal about making investments, balked at the possibility of a post-fact...
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Here's what's in Tuesday's Heatmap News AM:
1. More than 500,000 households lost power during the blizzard, but that number is falling as linemen restore the grid.
2. The Supreme Court will hear the ExxonMobil-backed case asking the high court to rule against Boulder County's right to sue oil companies over climate ...
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Such a crushing example of how an accident can set a company back, especially in heavy industry.
Boston Metal suffered "unforeseen critical equipment failure." No injured workers, no environmental damage. But now the green-steel startup had financing conditioned on hitting certain operational milestones that are now ...
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