Alexander C. Kaufman
Alexander C. Kaufman avatar
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.
Alexander C. Kaufman avatar
Happy Friday. Here's the final Heatmap News AM for the week: 1. Trump officially revokes the endangerment finding, the legal basis for all federal climate regulations. 2. Ohio weighs a bill that would kill off wind and solar development. 3. China's flat-or-falling emissions trend continues apace. 4. Rivian's stock ...
Trump’s Endangerment Finding Repeal Invites a Storm of Lawsuits
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Trump’s Endangerment Finding Repeal Invites a Storm of Lawsuits
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Another sunny perspective on the direction of the U.S. solar market: www.latitudemedia.com/news/solv-en...
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Alexander C. Kaufman avatar
Good morning! Here's what's in Thursday's Heatmap News: 1. Alabama is considering a bill to end a century of popular elections for its utility commission in the wake of Democrats' sweep to power in Georgia last year. 2. Interior Secretary Doug Burgum says the Trump administration is "absolutely" going to appeal its ...
Alabama Eyes Scrapping Utility Commission Election After Democrats’ Georgia Win
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Alabama Eyes Scrapping Utility Commission Election After Democrats’ Georgia Win
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Erik Prince has a new mercenary company that’s essentially serving as an American Wagner Group in the Democratic Republic of the Congo. www.reuters.com/world/africa...
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Here's what's in Tuesday's edition of Heatmap News AM: 1. A new bipartisan bill aims to provide the backstop insurance nuclear developers have been asking for. 2. Hybrids are outpacing EVs in the U.S. 3. Equinor is pausing investments in carbon capture. 4. India's solar manufacturing sector sees the trade with the...
New Bipartisan Bill Takes Aim at Nuclear’s Biggest Bottleneck
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New Bipartisan Bill Takes Aim at Nuclear’s Biggest Bottleneck
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India's solar manufacturers are very bullish on the seven percentage points the new trade deal with Trump will shave off U.S. tariffs.
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For the rest of this decade, China will bring new nuclear power plants online at a pace more than double that of the global average. By 2030, its share of global nuclear generation will rise from 17% to 20%, while the U.S. and Europe decline.
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China is on track to make up almost half of all new nuclear power in the world over the next four years.
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Alexander C. Kaufman avatar
Here's what's in Tuesday's edition of Heatmap News AM: 1. The EPA is poised to finalize its plan to roll back the "endangerment finding," essentially dealing a death blow to all federal climate policy and instituting what the agency called the "largest act of deregulation" in U.S. history. 2. BYD is suing the U.S. o...
Trump Goes for the Climate Killshot
heatmap.news
Trump Goes for the Climate Killshot
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I have a new exclusive in the Substack this morning. It's a scoop on NEXALUS, an Irish startup with a cutting-edge approach to cooling down computer servers, making a deal with ALPS ALPINE to start mass manufacturing its invention. The story highlights the varying technologies used to cool data centers, and how nove...
Is this the ‘Penicillin’ of keeping data centers cool?
kaufman.substack.com
Is this the ‘Penicillin’ of keeping data centers cool?
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We hear a lot about data centers, their cooling systems, and how much water it takes to keep servers from overheating. Until finding this chart, however, I hadn't seen anything that spelled out how different data centers choose different cooling technologies. Data centers that specialize in AI software, for example...
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I wrote about Bad Bunny's halftime show in this morning's Heatmap newsletter, but I wanted to go a little deeper in my Substack. If you want to know how I got so into writing about Puerto Rico and its energy system, you can read that here. I also rounded up the 9 best books in my library on Puerto Rican history tha...
9 books you should read on Puerto Rico
kaufman.substack.com
9 books you should read on Puerto Rico
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Alexander C. Kaufman avatar
Music commentary from a guy who hasn't updated his playlist since the Village People made YMCA.
Top tier crashout
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Good morning! Here's what's in Monday's post-Super Bowl edition of Heatmap News AM: 1. Ørsted's projects in the U.S. are back on schedule. 2. Tesla has started staffing up for its solar manufacturing buildout. 3. Trump just reopened the Atlantic Ocean's only marine national monument to commercial fishing. 4. Con...
Orsted’s Offshore Wind Projects Are Back on Track
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Orsted’s Offshore Wind Projects Are Back on Track
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For once, Puerto Ricans mostly all had electricity access to watch the Super Bowl halftime show. Live data from the grid operator LUMA shows just 746 households without a grid connection.
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