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.
SCOOP: The democratic world's leading effort to commercialize thorium energy just took a big step forward.
Clean Core Thorium Energy, which last year got a license to export its thorium fuel bundles to India, has inked a deal with the Canadian National Labs to produce its first commercial products.
The Chicago-based...
3
I have a new exclusive up on Heatmap News this morning:
Energy Vault has pivoted from long-duration storage to just storage in general. Now the Swiss-Californian company is making a bid for the Japanese market at just the moment when East Asia is in an energy crisis.
2
14
Happy Monday! Here's what's in the first issue of Heatmap News AM this week:
1. Trump once again threatens to bomb Iran's power plants.
2. Abu Dhabi's leading aluminum smelter might need a year to restore production.
3. Brazil lays the groundwork for offshore wind.
4. BYD deploys 5,000 of its new fast chargers that...
1
11
What's in your final Heatmap News AM for the week:
1. EPA is going after microplastics drinking water.
2. Maine is poised to be the first state to ban data centers.
3. Gas turbine prices are up nearly 200% since 2019.
4. Rooftop solar is now 20% of Puerto Rico's generating capacity.
5. Commonwealth Fusion Systems...
1
19
SCOOP: Stardust Solutions, the U.S.-Israeli geoengineering startup, is making the world's most significant attempt at establishing a commercial enterprise for spraying reflective particles into the atmosphere to cool the planet. The company sold investors, raising $60 million last year.
Now it's looking to sell the re...
8
1
22
What's in Thursday's edition of Heatmap News AM:
1. 🚀 Artemis II successfully launched to the moon, advancing America's plans to build a lunar nuclear plant.
2. Japan is pushing for more LNG investments.
3. U.S. coal exports shrank amid the trade war with China, but crude production is at a record high.
4. The E...
1
8
It's been a busy start to the week, so forgive me for failing to post the Monday and Tuesday editions of Heatmap News AM (but really, shouldn't you be getting it in your inbox anyway?)
Today we have:
1. The launch of a big new collaboration between Heatmap and the Massachusetts Institute of Technology to provide the...
1
5
20
Happy Friday! Here's what's in your final Heatmap News AM for the week:
1. BYD is racing to secure at least 20 dealerships in Canada already.
2. The top U.S. electricity regulator dinged hyperscalers for not engaging enough with federal authorities on power demand.
3. The U.S. is taking a 20% stake in graphite mi...
2
15
In today's Heatmap News AM:
1. Petrochemical prices are going vertical thanks to the war in Iran.
2. The EPA just gave the ethanol industry a win, while the Postal Service prepares to impose fuel surcharges akin to those FedEx and UPS charge.
3. India just set rather modest new clean energy targest.
4. Rio Tinto...
9
We have another scoop in this morning's edition of Heatmap News AM:
1. Dominion Energy has started generating power from Virginia's largest offshore wind farm.
2. EXCLUSIVE: Applied Atomics just raised more than $8 million, increasing the startup's total haul for the year more than $12 million, per Katie Brigham's r...
2
10
Here's what's in Tuesday's Heatmap News AM:
1. TotalEnergies takes up Trump's offer of $1 billion to kill off its offshore wind business.
2. The International Energy Agency (IEA)'s Fatih Birol warns that, even if the Iran war stopped overnight, it would take time to recover oil and gas production.
3. China just mad...
7
It's Monday. Hope you're having a productive start to your week. Here's what's leading Heatmap News AM today:
1. Trump withdrew his bombastic threat to attack Iran's electrical infrastructure after saying on Saturday he would target the country's lone nuclear power station.
2. Japan is investing $40 billion in powe...
2
10