Heatmap News

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[Heatmap News @heatmap_news]

A new investing framework from Generate Capital, @rhodium_group, and @CalSTRS aims to use dollars for maximum energy transition acceleration.

@emilypont has the details:

https://t.co/xQ0wh2S79I

[Heatmap News @heatmap_news]

What’s new in Heatmap AM?

🛢️ Oil prices rise as bombing resumes in Iran
🏃‍♀️ China set to eclipse U.S. in nuclear capacity by 2030
🚢 Trump-backed rare earths mines mostly exporting to Asia

And all the rest from @AlexCKaufman:

https://t.co/4xCGpLYyaV

[Heatmap News @heatmap_news]

“Even a country as large and powerful as the United States cannot maintain a world-class battery industry while undercutting the largest source of battery demand.”

Read Greg Pollock and @busbyj2 on why EVs are a defense technology:

https://t.co/FnBs1WQqey

[katie brigham @katie_brigham]

i went deep on why Europe, for all its good intentions and ambitious policies, still struggles to scale its own climate tech companies https://t.co/NImAtQHQGn

[Heatmap News @heatmap_news]

Catch up with Heatmap AM:

🇪🇺 Europe’s heat wave killed 2,700, researchers find
📈 U.S. gas generation forecast triples as global demand contracts
⛏️ Arizona critical minerals mine receives final environmental approvals

Plus all the rest from @AlexCKaufman:

https://t.co/Hc9FlcLpkT

[Center on Global Energy Policy @ColumbiaUEnergy]

Did the #OneBigBeautifulBill Act erase Biden's climate progress?

Not in the power sector, argues CGEP's Lily Bermel. Her new "Glass Half Full" report finds most of the emissions gains hold up — and that permitting reform, not restoring tax credits, is the bigger lever going forward.

🎧 Listen via @heatmap_news 👇
https://t.co/6EtIxNNjgF

[Heatmap News @heatmap_news]

Tesla posted shockingly good delivery numbers at the end of last week.

As @Agmoseman explains, Elon Musk can thank two places: Europe and China.

Read the full story:

https://t.co/4Hb418XIYh

[Heatmap News @heatmap_news]

In this morning’s Heatmap AM:

🔌 New 11-state pact pledges to speed up transmission permitting in the West
🐌 PJM too backlogged to approve interconnection waiver, FERC says
☀️ Largest polysilicon plant outside China nabs $1.6B

Plus more from @AlexCKaufman:

https://t.co/jZDHYufOzF

[Heatmap News @heatmap_news]

New on SHIFT KEY:

Lily Bermel talks with @robinsonmeyer about her new paper for @mitceepr:

“I became quite confident that I don’t think it’s worth the bang for buck in restoring those wind and solar tax credits.”

Listen here:

https://t.co/aT9m7Sng1C

[Heatmap News @heatmap_news]

Where is America’s clean energy buildout a year after the One Big Beautiful Bill Act?

About where it would have been if the Inflation Reduction Act had remained intact, argues a new paper from @mitceepr.

@robinsonmeyer has the exclusive:

https://t.co/5qyNisueYA

[Emily Pontecorvo @emilypont]

One country's birthday is another nation's funeral
https://t.co/Ed4NAXLXqP

[Matthew Zeitlin @MattZeitlin]

“The glass is substantially full,” Lily Bermel, the report’s author and a visiting fellow at the Columbia Center on Global Energy Policy, told me. “It’s not barely half full. It’s like three-quarters full.”

[Josh Freed @jsfreed]

Important report by @ColumbiaUEnergy's Lily Bermel finds IRA having big impact despite Trump. Key thing now is PERMITTING reform, not restoring tax credits. @robinsonmeyer has the deets at @heatmap_news https://t.co/wm2Y4rw9MN

[Third Way Climate & Energy @ThirdWayEnergy]

Democrats should avoid reinstating IRA credits on another party-line vote, even if they win a trifecta in 2028.

Maya Gibbs, Third Way's senior policy advisor for deployment, told @heatmap_news, "For legislation to be durable, it needs to be bipartisan."
https://t.co/8ZazVLCuyA

[Heatmap News @heatmap_news]

The eligibility window for solar and wind tax credits closes on July 4. Democrats have vowed to bring them back — whether or not the industry wants them.

Here’s @emilypont on why the case for reinstatement is more complicated than it might appear:

https://t.co/Sl40Ei0kwd

[Heatmap News @heatmap_news]

Launch into the holiday weekend with Heatmap AM:

⚛️ NRC proposes nuclear safety standard overhaul
📈 Mid-Atlantic electricity demand could top max predictions
💰 U.S. withholding 75% of aid meant for Puerto Rico’s grid

Plus more from @AlexCKaufman:

https://t.co/laCa4Y8nMs

[Matthew Zeitlin @MattZeitlin]

Two years ago governor Phil Murphy was telling data center developers New Jersey was open for business — and tax credits ! — two years and $250 million for CoreWeave later, New Jersey lawmakers are scrapping the credit https://t.co/CtJjxOeV85

[Heatmap News @heatmap_news]

July 2024: “AI will be a transformative industry that will change lives and grow our economy and New Jersey is ready to take the lead.”

July 2026: https://t.co/ubHPtTdH5S

Read it from @MattZeitlin

[Heatmap News @heatmap_news]

What the heck is “surficial mineralization” and why are carbon removal buyers so excited about it?

@katie_brigham has the answers:

https://t.co/zplaupzTNr

[Heatmap News @heatmap_news]

Indiana Governor Mike Braun loves data centers but hates electricity price increases.

Here’s @MattZeitlin on why this is a line more and more leaders (especially Republicans) will have to learn how to walk:

https://t.co/gGZrXodudI