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Date: Fri, 27 Feb 2026 08:08:08 -0500
From: Heatmap AM <editors@heatmap.news>
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To: alvarochf@traceseis.com
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On the solar siege, New York=E2=80=99s climate law, and radioactive data ce=
nter=E2=80=87=CD=8F =E2=80=87=CD=8F =E2=80=87=CD=8F =E2=80=87=CD=8F =E2=80=
=87=CD=8F =E2=80=87=CD=8F =E2=80=87=CD=8F =E2=80=87=CD=8F =E2=80=87=CD=8F =
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=CD=8F =E2=80=87=CD=8F =E2=80=87=CD=8F =E2=80=87=CD=8F =E2=80=87=CD=8F =E2=
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=AD =C2=AD =C2=AD =C2=AD =C2=AD =C2=AD =C2=AD =C2=AD

heatmapAM_logo_fullcolor_whitebg (https://d2QWfV04.na1.hubspotlinks.com/Ctc=
/X+113/d2QWfV04/VVnNpg6nsWNKW5m7dpw2QRrGqW6cqVBw5L1vM2N2L_pzg3pyd0W6N1vHY6l=
Z3lfW3P0Nj42gvfD5W4D13vM4fkkgjN5QFXc_y74PXVjkJ9Q8B84QnW79Kr2K7b-7SNW38-fWl1=
Zl9R4W8QDTDl4Pk-BJVrrdm58tbcDqW6Z20L15slrTzW47Ys0M2YHpWpW3Y12-g2kdGcHW5VWRv=
_1SpYPFW9bTCmT3WdQKzW4Wzw7_8T7X52W5Svm1g46rZx1W8cwnJF868sHFW7kcHbc6NYfpnW4j=
F4bH7SVRd4W78Yrbk182s34W7dfj2D8qdmDYW7V-JCt6qZbLLW1J7yg58FLDh9f209QYj04 )

ALEXANDER C. KAUFMAN =E2=80=A2 FEBRUARY 27, 2026

Current conditions: A rain storm set to dump 2 inches of rain across Alabam=
a, Tennessee, Georgia, and the Carolinas will quench drought-parched woodla=
nds, tempering mounting wildfire risk =E2=80=A2 The soil on New Zealand=E2=
=80=99s North Island is facing what the national forecast called a =E2=80=
=9Csignificant moisture deficit=E2=80=9D after a prolonged drought =E2=80=
=A2 Temperatures in Odessa, Texas, are as much as 20 degrees Fahrenheit hot=
ter than average.

THE TOP FIVE

1. Trump=E2=80=99s plan to build 10 new large reactors is making headway

For all its willingness to share in the hype around as-yet-unbuilt small mo=
dular reactors and microreactors, the Trump administration has long endorse=
d what I like to call reactor realism. By that, I mean it embraces the need=
 to keep building more of the same kind of large-scale pressurized water re=
actors we know how to construct and operate while supporting the developmen=
t and deployment of new technologies. In his flurry of executive orders (ht=
tps://d2QWfV04.na1.hubspotlinks.com/Ctc/X+113/d2QWfV04/VVnNpg6nsWNKW5m7dpw2=
QRrGqW6cqVBw5L1vM2N2L_pB83pyd0W8wLKSR6lZ3n0W5-dNCF59KDNxW2jZYwT8ZcmwHW8WYhc=
q30Zgj7N1yZ9pmPZpp6N2KCNCnZ5dXLW5P-6k-7L-v00V4Rljc9hcYcSW5SxXg28QBxPyVlzhR4=
4KQJj7VVss8-2VMBjkW5h7yKr3-jlT3W7h8TPX9b5NtpW28hm_H8JZH4-VxWRXw6t157JW18j2j=
T63JvgJW1S7vJc6VbqL_V7gbjF6YNvx-W23ppRr1Q93SyVc7y-B8-WWm7VzG6-q8FHBYbVTXT48=
8S2cRkW4-jfxg4NdQj1W6g1xGY8RzslHW2YLMQJ6FrdTcV2PrXp4t9cVlVww_K92Xgs6mW8T7s5=
j2S0XGHW80286d8F25fgf5BWjGg04 ) on nuclear power last May, President Donald=
 Trump directed the Department of Energy to =E2=80=9Cprioritize work with t=
he nuclear energy industry to facilitate=E2=80=9D 5 gigawatts of power upra=
tes to existing reactors =E2=80=9Cand have 10 new large reactors with compl=
ete designs under construction by 2030.=E2=80=9D The record $26 billion loa=
n (https://d2QWfV04.na1.hubspotlinks.com/Ctc/X+113/d2QWfV04/VVnNpg6nsWNKW5m=
7dpw2QRrGqW6cqVBw5L1vM2N2L_pzz3pyd0W7lCdLW6lZ3m1W535TgV2Np673W2qN2756FkXmGV=
q6flh2Nh6wKW4yMD5Q4m9l-HW93lqJp66tbmYW2hXKW44rl1n8W6knlnx6FP4gpVXQ8fS8DrXf2=
W4WRBs04NWSHdW4bwJNW15VhLNW6xlJT088dgfnW413TVv5qxCMVW4BwHf688wG2TW3PwSYR4hQ=
tj2W7cmsVx5ZpRZ2W3VbyVp45rmxbW8_BBck2HYg4tW3dr1fz7fsSBrW66JM7Z7QSLZMW4wmyTL=
43tHVVW33dj4Y2t45dxW1B0JK_545JGHW7lsYWs592RjBVCdbc-4sVQs3c-Nmv04 ) the agen=
cy=E2=80=99s in-house lender =E2=80=94 the Loan Programs Office, recently r=
enamed the Office of Energy Dominance Financing =E2=80=94 gave to Southern =
Company this week to cover uprates will fulfill the first part of the order=
. Now the second part is getting real. In a scoop on Thursday, Heatmap=E2=
=80=99s Robinson Meyer reported (https://d2QWfV04.na1.hubspotlinks.com/Ctc/=
X+113/d2QWfV04/VVnNpg6nsWNKW5m7dpw2QRrGqW6cqVBw5L1vM2N2L_pzT3pyd0W7Y8-PT6lZ=
3q3W9bfNxd8ttHP6W47W7-z7mZZ1HW8TW4ND4FLFzFW1LjWs-2f_KP7W5lhjvz4WP6W6W63tbh1=
4nKVKJW6Fr57w22gnk_W2dlKQQ1SHHHwW49k7vH5vpfhrW5n3yL19ly-rgW5zND7_8yw0SXW4HR=
nSr79gtNwW8Lztph779HKMW5_rvD02MT3_KW660k9-11ys2KW7XtSgn700fGNW4NbTvl672SzmN=
6GRDLPBp0zsW6YXmKp2k6DKxW5p48WF2P5l8bVfJnsl6cfKhgW3yn2k62QJMZzW95nLQr70_xzp=
W2RNhqq96Sm40W2tZSzG3l_MmwW24tzGb2GT6D8f4LDTgd04 ) that the Energy Departme=
nt has started taking meetings with utilities and developers of what he sai=
d =E2=80=9Cwould almost certainly be AP1000s, a third-generation reactor pr=
oduced by Westinghouse capable of producing up to 1.1 gigawatts of electric=
ity per unit.=E2=80=9D

Reactor realism includes keeping existing plants running, so notch this as =
yet more progress: Diablo Canyon, the last nuclear station left in Californ=
ia, just cleared the final state permitting hurdle to staying open until 20=
30, and possibly longer. The Central Coast Water Board voted unanimously on=
 Thursday to give the state=E2=80=99s last nuclear plant a discharge permit=
 and water quality certification. In a post (https://d2QWfV04.na1.hubspotli=
nks.com/Ctc/X+113/d2QWfV04/VVnNpg6nsWNKW5m7dpw2QRrGqW6cqVBw5L1vM2N2L_pzz5b5=
l4W7lCGcx6lZ3pWW926RkG5ljbrnW5NkVGj5VPkH7W4f-2mf7nRtpwW5wfmq95FGZRxW62WlJH1=
q6mW5N2hQMb82NcyLW4SQ_J73lNC_jW8_PY0Q2p4vW8W4ydkrM2SlCB8W99ZBqw12r1B1W1B-HM=
H7HXGncW2YBVjT2KXzkcW6_y-rF7M4xtlW1pjnhm5xHD1kW2FJ0Vy17l0YvW499q9_69CCtrW5K=
_WVy3zDBG6W6m7fW91WVYwvN5xWQhzdK6d9W3GDJmQ2HdskwW4SbYKq6Zz21BW3-7ZTn1MzF7CW=
2YLzSF3G5QBFN5kcw5Lw0nZnW7Q2GP71Pw06kW5ggKl880LwtVW8kX2-h4wVdkXW3R9Pwz1Kqs5=
GW77KY7Q2_hK3NW3V19bQ62lNFCW5MpQKZ7lhJwzW2zv6zn3SMQ55W3xX5JN5JLzLfW7W4QcG6t=
PMt0W24wfKc5bQkpGW4yx9R04jMsQTW3QpWnM2xrLVXW2tjvV13xVcbrW81RS1C7KpvZWW49K5n=
r36yRvqf4hPVFs04 ) on LinkedIn, Paris Ortiz-Wines, a pro-nuclear campaigner=
 who helped pass a 2022 law that averted the planned 2025 closure of Diablo=
 Canyon, said =E2=80=9C70% of public comments were in full support =E2=80=
=94 from Central Valley agricultural associations, the local Chamber of Com=
merce, Dignity Health, the IBEW union, district supervisors, marine meteoro=
logists, and local pro-nuclear organizations.=E2=80=9D Starting in 2021, sh=
e said, she attended every hearing on the bill that saved the plant. =E2=80=
=9CBack then, I knew every single pro-nuclear voice testifying,=E2=80=9D sh=
e wrote. =E2=80=9CNow? I=E2=80=99m meeting new ones every hearing.=E2=80=9D

2. Trump=E2=80=99s solar siege may be coming to an end

It was the best of times, it was the worst of times. It was a year of recor=
d solar deployments, it was a year of canceled solar megaprojects (https://=
d2QWfV04.na1.hubspotlinks.com/Ctc/X+113/d2QWfV04/VVnNpg6nsWNKW5m7dpw2QRrGqW=
6cqVBw5L1vM2N2L_pzT3pyd0W7Y8-PT6lZ3n8W98T14_247L_0W6vQS162vtDLSW2ws0v-2ljgS=
VW3SbGSX2LW_SyW5h2-Cs2m8g8xW2KzZwg6RrZC1W9g2tlg53lhm5W7L-tQj3zlwk6N8nMYQwd6=
kx0W63-zB26M02PvW4Yf55-59kNlMW65CCBq7BntPFVS-_QK6b1FYNN84QH_lBG4fHW1GxR_54l=
6yx5W4_lBKS31-qZgW6d9t383d063zW7Zj2kX8_f8XCW1qwg3w6YZ8TQW1pkJDF2r5nqcW52HVG=
p43m2kkW4-QG1k8kHGf2W5T2P4J4whNX9MrgCjRMBgxJVN79CP57M0N1W1SS-xw6yybWbf5WP6q=
-04 ) , choked-off permits (https://d2QWfV04.na1.hubspotlinks.com/Ctc/X+113=
/d2QWfV04/VVnNpg6nsWNKW5m7dpw2QRrGqW6cqVBw5L1vM2N2L_pB83pyd0W8wLKSR6lZ3ltW2=
y1c5D7JKkbSVGt00L1SJtVdW73Y_zd73xDyjW42CYRS4xZVX-W8Gd83s4jgPCtN7_f56wW9dXRW=
6ykfN76_h_69W8nb6MJ132DChW2dB-f97NWtvsN5YX07gKW9brW6fv7Rv6PnzmmW3yfY-G1XG4d=
wW7rRTpT1C0FcMN3ncfsQ9Vq-zW7-Bjmt6NwZPcW99Y8KV340GG4W7w9S_K1DSb9zW96Rfkk8zW=
J58W8GzRxw7gLcYLW3F8Vsm3HNksHW5ZDpqj8qXBFyW8tXXx05WX1RrW16dCp66lcnkbW34kkh-=
1fpyzFW7Zv-t01VybHPW97XXrC4Dz44NW1Lf4ZT2h8yF3VvN5hK8s_-Hgf3HFHzd04 ) , and =
desperate industry pleas (https://d2QWfV04.na1.hubspotlinks.com/Ctc/X+113/d=
2QWfV04/VVnNpg6nsWNKW5m7dpw2QRrGqW6cqVBw5L1vM2N2L_pB83pyd0W8wLKSR6lZ3m_W31N=
jsX3HBRJ5W2TySmK8sZ5-3W5KTKSt53Hc5yW1gy0Mb16CC6_N6f27FmcZGzDW25sJz34Z3TBsW6=
1nxqn5wn7tGN3W3KMMBC_b9W7VlcCD8JGwrTM8WCxN9m0fNW103Fs_6rHb6RW4p9Hzt3zWb_kW5=
Rgk6G2jMktnW6ZmMV-5r3xhgW4p-kHV2mJFX-W7k-6fK4Stw05W2cmp-S7W0-BFW8SVKqz2Wnfn=
4W95TrrD55jWSkW7DVh0q2NYTGhW8NxLRJ8c69swW1M87CY3JH-lgW4wFv2J8ZrTZdW9hcDh96k=
6STvW6HCXx611T1LTW4L_7nC4_QtJLW2ZD1ys6znC9FW1Q0p2-5s1SDLf8t_vR804 ) to Cong=
ress for help. But the solar industry=E2=80=99s political clouds may be par=
ting. The Department of the Interior is reviewing at least 20 commercial-sc=
ale projects that E&E News (https://d2QWfV04.na1.hubspotlinks.com/Ctc/X+113=
/d2QWfV04/VVnNpg6nsWNKW5m7dpw2QRrGqW6cqVBw5L1vM2N2L_pyH5n4LbW5BWr2F6lZ3ltW1=
T0jt36phSnWW7rtGxf3cYRkRW7TnCQh2bm9cdW7-kgp03Z-sZ1W31W8cD5VRxKmW66smcT59516=
0W36XMZm1NNkPJW3fBQrf6ly-91W5psDjz79zX3hN92kPFyhzt-lN909pwW_lLNBW2Jsw7217FZ=
JcW6lhSxS70S24PW2r8S1S6-FsXzW8hPSGv369K5_W30-Xxb17m51YW7NRMMm3L_sK3W4LDcPG8=
yv8S_W6NXgVR8KxqnpW2BJM7r1KtFfYW6Zbyjg6fRY1kN5ynz5Y5GyB4W23zYPf2TKhbzW9kDgW=
78n62b7W48h83_5tZGTMW85YmWF2wyBZ5W7Bxvj72sHnQgW8vP8kN99XwnCN4v8zYdZBcRyW8Lv=
Smy4pG82WW1dtMwp4d_p3PW71gbz51KhWm1N8cWB3zvFYC9VVDZKv7BcwqFf7jT68804 ) repo=
rted had =E2=80=9Clanguished in the permitting pipeline=E2=80=9D since Trum=
p returned to office. =E2=80=9CThat includes a package of six utility-scale=
 projects given the green light Friday by Interior Secretary Doug Burgum to=
 resume active reviews, such as the massive Esmeralda Energy Center in Neva=
da,=E2=80=9D the newswire reported, citing three anonymous career officials=
 at the agency.

Heatmap=E2=80=99s Jael Holzman broke the news (https://d2QWfV04.na1.hubspot=
links.com/Ctc/X+113/d2QWfV04/VVnNpg6nsWNKW5m7dpw2QRrGqW6cqVBw5L1vM2N2L_pzT3=
pyd0W7Y8-PT6lZ3n8W98T14_247L_0W6vQS162vtDLSW2ws0v-2ljgSVW3SbGSX2LW_SyW5h2-C=
s2m8g8xW2KzZwg6RrZC1W9g2tlg53lhm5W7L-tQj3zlwk6N8nMYQwd6kx0W63-zB26M02PvW4Yf=
55-59kNlMW65CCBq7BntPFVS-_QK6b1FYNN84QH_lBG4fHW1GxR_54l6yx5W4_lBKS31-qZgW6d=
9t383d063zW7Zj2kX8_f8XCW1qwg3w6YZ8TQW1pkJDF2r5nqcW52HVGp43m2kkW4-QG1k8kHGf2=
W5T2P4J4whNX9MrgCjRMBgxJVN79CP57M0N1W1SS-xw6yybWbf5WP6q-04 ) that the proje=
ct, also known as Esmeralda 7, had been canceled in October. At the time, N=
extEra, one of the project=E2=80=99s developers, told her that it was =E2=
=80=9Ccommitted to pursuing our project=E2=80=99s comprehensive environment=
al analysis by working closely with the Bureau of Land Management.=E2=80=9D=
 That persistence has apparently paid off. In a post (https://d2QWfV04.na1.=
hubspotlinks.com/Ctc/X+113/d2QWfV04/VVnNpg6nsWNKW5m7dpw2QRrGqW6cqVBw5L1vM2N=
2L_pzT3pyd0W7Y8-PT6lZ3pgW6FHBT-3hpmFsW1p_RvV3Z1z6XVdNnW88S28YYN1y4rFS_RjnsW=
7jTQSr3R9z8hN4z9Ws2HRTk2W3dQ6XX6kc2mtW8Fqg5m2zjSM5W8DzGc548TyZNN8xb9qKnQpPr=
W1vWn-W45D4YDW1-k3JD4_kR5HW6df8Q03BYqCHW53nh5K5K05DCW7nyn_k52bb7bW62gP2Y7xg=
zjXW6YtF-X2QFBDfW7W2CP64x80NxVDh_3B19vqr_W3LZBlW2sTpdpVbflfh2lmf9KW32_HYN1w=
L2pPW1NDXzj8qtmgfW3VT5wb5TkDNPVR0KHh1d372bVZ1gq58Txw9nf70g5gM04 ) on X link=
ing to the article, Morgan Lyons, the senior spokesperson at the Solar Ener=
gy Industries Association, called the change =E2=80=9Cquite a tone shift=E2=
=80=9D with the eyes emoji.

GOP voters overwhelmingly support solar power, a recent poll commissioned b=
y the panel manufacturer First Solar found. The MAGA coalition has some inc=
reasingly prominent fans. As I have covered in the newsletter (https://d2QW=
fV04.na1.hubspotlinks.com/Ctc/X+113/d2QWfV04/VVnNpg6nsWNKW5m7dpw2QRrGqW6cqV=
Bw5L1vM2N2L_pzT3pyd0W7Y8-PT6lZ3lWW1VjSjP30BCzfW8jk_T-4w-CbnW644Fsc7vnv9GW4f=
zHYr8Q3xXXW1Jp-_b4kphXvN5yWD-zyYlYDW3rzjg56_Z9WkW6kL7SD2W_YtNW562MNs1y4wDVW=
2hTGmK5q0w0CW6LJFzn8gpQgJW3SQ71z54JTcWW8yxtnQ1cbqQGW2cCsH41hxCqrW1yp89n61bT=
StW5wS1BL3xzxwkW1MjlSB3X60H5W4YG9rl4dlp0MW7NMhNX4gSy3vW90Xdwf1QlMycW3jDYPV1=
rRbfdVjv8J_3xxdXDW7cQ7T016wbl0W5dz1QL4FZ9HhW6WsR088dzQrsW5jFP-P1JVRNdf3M8FX=
204 ) , Katie Miller, the right-wing influencer and wife of Trump consiglie=
re Stephen Miller, has become a vocal proponent of competing with China on =
solar and batteries.

3. America=E2=80=99s only active rare earths miner is opening a Texas facto=
ry

MP Materials operates the only active rare earths mine in the United States=
 at California=E2=80=99s Mountain Pass. Now the company, of which the feder=
al government became the largest shareholder in a landmark deal Trump broke=
red earlier this year (https://d2QWfV04.na1.hubspotlinks.com/Ctc/X+113/d2QW=
fV04/VVnNpg6nsWNKW5m7dpw2QRrGqW6cqVBw5L1vM2N2L_pzT3pyd0W7Y8-PT6lZ3lNW5vkvdg=
7yDJ3rW6xkcsv5GpfjRW3DvzDJ8-T7WHW7218Df4vwQSMW2pf50M5X6CwFW46pJwv86-JPnW30p=
wt-3hmH-YW1FZ3828gNzZCW5mpZC85174_4W7wRbcJ5yjV36W9m0P0M58Fx4rW4JbkBj1LDmwLW=
4Pg0085M5VDJW6qbRsB3jqbTvW4wFNCd6fG_sCW5GYj1k2jJB6bN91T4GvDvsFZVM158m26cWx5=
Vdhk9l1-Y7-pW3qQ47j2s1bZpW2r3LQm6P70TgW2tDBf_1rXpNXW7_JGX863-kMkVX_FFj7F09B=
wW3gmqsM71pLHsW2gj-Ry86vQ82f2W7SPM04 ) , is planning a move downstream in t=
he rare earths pipeline. As part of its partnership with the Department of =
Defense, MP Materials plans to invest more than $1 billion into a manufactu=
ring campus in Northlake, Texas, dedicated to making the rare earth magnets=
 needed for modern military hardware and electric vehicles. Dubbed 10X, the=
 campus is expected to come online in 2028, according to The Wall Street Jo=
urnal (https://d2QWfV04.na1.hubspotlinks.com/Ctc/X+113/d2QWfV04/VVnNpg6nsWN=
KW5m7dpw2QRrGqW6cqVBw5L1vM2N2L_pB87lFdnW8wMyQ46lZ3lVMLQlDv8rHbwW6VPK862Wzgp=
DN63jVJ_8-twsW3zmng742WMtRW3zBv9w1GNNZyW1WQlDm4J6S9_W80HDF88KX8gLN6BqVJcygy=
qnW19MYfR6qW5QtN7qXQt0jtd0kW8_XS_f5z50HVW4vdt733SwhF6W5JTL4v5JkwPbVkY4Fx4_f=
933W5xbWDg8T8JDqW2ld0LH6Twp1YN6vbLz52ynPfW6SYBmx1Tjg4xW8glH2c8vP5FFW8RTpCb6=
7WmySW9fgYMf8nrqsYW91GJJS5PGK2gW1SxHRk10g7kpW364Py35qmCdKW6NPB3H5jyWHsW7cM7=
3L4sKrcDW5TRHrF4wcYCGW7P9CZr48nX7LW2dMZK35KZC1hV8m5Tw3DhGMbW7pzlR86tQpL2N81=
lSP8jjRNgVP4DJ63lfzbtW3rhXj147mwCjW1Zp0QD2_NbfyW4RRmtX4Fg00vW4j7vfz6L6zpyW5=
TTlp14SXW2kW2zTZF339KW3SW8QqBLy33pSrRW15R-Fg38qxX4W5S4-HX7cM7t_W89Lnh23M1GT=
-W81q-nf2SzW7yW2S5RCX2-sTRPW3rdGBq9lZy8CN874hgPtLfRGVxk8yl3QLPHZW4CYc316yvm=
tnW9jsMpW54Lc_GW3N6Pzs4qnNC5W4Drhvr7-nsN5W3lrDcg2YK4K2W51D7Qj8pf02rW3ZHZFn1=
YpjNrW991WvC89FVsbW1lQGpY2tHvBbW15xD7w6pChT5W2gQNb378GnfYW1SfDhT2rKfPCf89J4=
tF04 ) .

A MESSAGE FROM HEATMAP PRO (https://d2QWfV04.na1.hubspotlinks.com/Ctc/X+113=
/d2QWfV04/VVnNpg6nsWNKW5m7dpw2QRrGqW6cqVBw5L1vM2N2L_pzg3pyd0W6N1vHY6lZ3lcW8=
P1dvM51Y1fhW98_TZ-1fljNsW3GX9yG1SnHT8W1hjjtD25cH1jW42hW8D2RH5KWW4rRpjv76243=
NV2NNgJ7BmvSjW1cpJ_j6YjXvgW4QVMKJ6QzpsmW10KwMb8mWlHQW8fynP13ZP425W34Z3Lz6CZ=
_-sW9cPk_v6w_rjlW3JkNzw8BdB-HV130s-2NQy_sW5vM9KD1VfZGcW4n02rW3kLt07W5QwZTD4=
YfrNdW5Dt1pt3rCSNdW3rLwBT58YH2XW5pXM3v3xxR1YW7BMly87mcx97f2pzzzn04 )

No Solar 600x200 (https://d2QWfV04.na1.hubspotlinks.com/Ctc/X+113/d2QWfV04/=
VVnNpg6nsWNKW5m7dpw2QRrGqW6cqVBw5L1vM2N2L_pzg3pyd0W6N1vHY6lZ3lcW8P1dvM51Y1f=
hW98_TZ-1fljNsW3GX9yG1SnHT8W1hjjtD25cH1jW42hW8D2RH5KWW4rRpjv76243NV2NNgJ7Bm=
vSjW1cpJ_j6YjXvgW4QVMKJ6QzpsmW10KwMb8mWlHQW8fynP13ZP425W34Z3Lz6CZ_-sW9cPk_v=
6w_rjlW3JkNzw8BdB-HV130s-2NQy_sW5vM9KD1VfZGcW4n02rW3kLt07W5QwZTD4YfrNdW5Dt1=
pt3rCSNdW3rLwBT58YH2XW5pXM3v3xxR1YW7BMly87mcx97f2pzzzn04 )

Don=E2=80=99t Let This Happen to Your Project (https://d2QWfV04.na1.hubspot=
links.com/Ctc/X+113/d2QWfV04/VVnNpg6nsWNKW5m7dpw2QRrGqW6cqVBw5L1vM2N2L_pzg3=
pyd0W6N1vHY6lZ3lcW8P1dvM51Y1fhW98_TZ-1fljNsW3GX9yG1SnHT8W1hjjtD25cH1jW42hW8=
D2RH5KWW4rRpjv76243NV2NNgJ7BmvSjW1cpJ_j6YjXvgW4QVMKJ6QzpsmW10KwMb8mWlHQW8fy=
nP13ZP425W34Z3Lz6CZ_-sW9cPk_v6w_rjlW3JkNzw8BdB-HV130s-2NQy_sW5vM9KD1VfZGcW4=
n02rW3kLt07W5QwZTD4YfrNdW5Dt1pt3rCSNdW3rLwBT58YH2XW5pXM3v3xxR1YW7BMly87mcx9=
7f2pzzzn04 )

Four years after being proposed, this solar farm was canceled. Heatmap Pro =
helps identify the early warning signals that consistently predict where an=
d why local opposition will emerge. Book a demo. (https://d2QWfV04.na1.hubs=
potlinks.com/Ctc/X+113/d2QWfV04/VVnNpg6nsWNKW5m7dpw2QRrGqW6cqVBw5L1vM2N2L_p=
zg3pyd0W6N1vHY6lZ3lcW8P1dvM51Y1fhW98_TZ-1fljNsW3GX9yG1SnHT8W1hjjtD25cH1jW42=
hW8D2RH5KWW4rRpjv76243NV2NNgJ7BmvSjW1cpJ_j6YjXvgW4QVMKJ6QzpsmW10KwMb8mWlHQW=
8fynP13ZP425W34Z3Lz6CZ_-sW9cPk_v6w_rjlW3JkNzw8BdB-HV130s-2NQy_sW5vM9KD1VfZG=
cW4n02rW3kLt07W5QwZTD4YfrNdW5Dt1pt3rCSNdW3rLwBT58YH2XW5pXM3v3xxR1YW7BMly87m=
cx97f2pzzzn04 )

4. New York=E2=80=99s climate law will cost upstaters twice as much as city=
 people

New York=E2=80=99s rural-urban divide already maps onto energy politics as =
tensions mount between the places with enough land to build solar and wind =
farms and the metropolis with rising demand for power from those panels and=
 turbines. Keeping the state=E2=80=99s landmark climate law in place and re=
quiring New York to generate the vast majority of its power from renewables=
 by 2040 may only widen the split. That=E2=80=99s the obvious takeaway from=
 data from the New York State Energy Research and Development Authority. In=
 a memo sent Thursday to Governor Kathy Hochul on the =E2=80=9Clikely costs=
 of=E2=80=9D complying with the law as it stands, NYSERDA warned that the s=
tatute will increase the cost of heating oil and natural gas. Upstate house=
holds that depend on fossil fuels could face hikes =E2=80=9Cin excess of $4=
,000 a year,=E2=80=9D while New York City residents would see annual costs =
spike by $2,300. =E2=80=9COnly a portion of these costs could be offset by =
current policy design,=E2=80=9D read the memo, a copy of which City & State=
 reporter Rebecca C. Lewis (https://d2QWfV04.na1.hubspotlinks.com/Ctc/X+113=
/d2QWfV04/VVnNpg6nsWNKW5m7dpw2QRrGqW6cqVBw5L1vM2N2L_pzT3pyd0W7Y8-PT6lZ3npW7=
gQKFb3kwxzjW8Qt6gN9ghj_qW2md5v94tqxGbW7jrvN53rxj2gW2s8FwG6Y7fpDW7hcp9q7yfJm=
rW2xGCnC8-fMTNVMxq3B8F9lHcW5hN4lC26TRccW2k_HlH7h0sPpW60Hkp98R1cQtN2Ylrr1bNj=
cBW4BHPCM63C_Q6VWGk847wQw4fW37QF5X3VjY_CW4rKr5L3C4N0MW99X2_62g8bFRW2pxvGF7x=
N2Y6W8CQy4n49j-8PW6hlfq_4gZy_FW23r_8w5HJ3GcW4yStXz55jCnZVYNdxN8nc4sXW8W401t=
5cKMfjW5DS3Ck5MdwkDW2S14dv28hW2Xf2f4GXg04 ) posted on X.

5. Support for data centers is nosediving

Last fall, this publication=E2=80=99s energy intelligence unit Heatmap Pro =
commissioned a nationwide survey asking thousands of American voters: =E2=
=80=9CWould you support or oppose a data center being built near where you =
live?=E2=80=9D Net support came out to +2%, with 44% in support and 42% opp=
osed. Earlier this month, the pollster Embold Research ran the exact same q=
uestion by another 2,091 registered voters across the country. The shift in=
 the results, which I wrote about here (https://d2QWfV04.na1.hubspotlinks.c=
om/Ctc/X+113/d2QWfV04/VVnNpg6nsWNKW5m7dpw2QRrGqW6cqVBw5L1vM2N2L_pB83pyd0W8w=
LKSR6lZ3mqW8v1h9B4sdYVmVH3z6h46r5vZW4mGRYM440vXdW7RqKD88nM8tzW9lz_Rg8--Y11N=
6qY3TxXBrBnW41xnVt1hMCbsW2tjt_L2-9ClcW6b7mzc7JJd59N68SGS2T2FF6W7pvx4j5HZLlc=
W2VPKD34S0NfVW2QSvtx2c497_W7G9n7H2s4FTRW6tyLhP92xKGNW8506381qcdNmW6y98623Jh=
BQkW7ShCdL55FMLyW81YZ1W4G7xNlW5T8jlS7Ktr_VW4yGXYc5zZxPrN6xXJpdCy4LmW2qhY-w5=
JT_jTW5r71Z12Z-T8MW6DmyJY5hQvd0W5zJN7R7kpbZHN1Dpb5rGNc3TW5jqNFN50JPdff1FRKM=
s04 ) , is staggering. This time just 28% said they would support or strong=
ly support a data center that houses =E2=80=9Cservers that power the intern=
et, apps, and artificial intelligence=E2=80=9D in their neighborhood, while=
 52% said they would oppose or strongly oppose it. That=E2=80=99s a net sup=
port of -24% =E2=80=94 a 26-point drop in just a few months.

Among the more interesting results was the fact that the biggest partisan g=
ap was between rural and urban Republicans, with the latter showing greater=
 support than any other faction. When I asked Emmet Penney at the right-lea=
ning Foundation for American Innovation to make sense of that for me, he sa=
id data centers stoke a =E2=80=9Cfear of bigness=E2=80=9D in a way that com=
pares to past public attitudes on nuclear power.

THE KICKER

A Gulf coast pipeline boom.  Photo: EIA

Gas pipeline construction absolutely boomed last year in one specific regio=
n of the U.S. Spanning Texas, Oklahoma, Kansas, Arkansas, Louisiana, Missis=
sippi, and Alabama, the so-called South Central bloc saw a dramatic spike i=
n intrastate natural gas pipelines, more than all other regions combined, p=
er new Energy Information Administration data (https://d2QWfV04.na1.hubspot=
links.com/Ctc/X+113/d2QWfV04/VVnNpg6nsWNKW5m7dpw2QRrGqW6cqVBw5L1vM2N2L_pzT3=
pyd0W7Y8-PT6lZ3m2VMx80b2YSsVBW4k0qyC2vm-whW8DPftS6jHkh8VnkywV9l-JRZW6B21YG7=
cc5jMW3m0Gt139n05mW5K1dk23ZsjV4W5_KxDS2FKybRW6jbhlj3bfqNRW5wSDms51mb13W2VhC=
PZ4xZt36T8Kd14Flk7zW4rjxCN7chJ-kN3kYZCFJZj13W285VYv8qJcM6W3Ks4sD3G0sByMMcTv=
GpZL-4W34cf5C8nzmHTW2thfzD3sYPxYW3F7XwR4dxyV-W3dykG86Z3zmXW1M-5s65j1y6gW3m3=
6NG2skN4gN6r7C_ks2QRhN3GmMSv491NBW8mRKSb2l2nsLf2rMfD604 ) . It=E2=80=99s no=
 mystery as to why. The buildout of liquified natural gas export terminals =
along the Gulf coast needs conduits to carry fuel from the fracking fields =
as far west as the Texas Permian.

Opportunities

Group & Gift Subscriptions

Interested in discounted group subscriptions for your company, university, =
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=80=87=CD=8F =E2=80=87=CD=8F =E2=80=87=CD=8F =E2=80=87=CD=8F =E2=80=87=CD=
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=87=CD=8F =E2=80=87=CD=8F =E2=80=87=CD=8F =E2=80=87=CD=8F =E2=80=87=CD=8F =
=E2=80=87=CD=8F =E2=80=87=CD=8F =E2=80=87=CD=8F =E2=80=87=CD=8F =E2=80=87=
=CD=8F =E2=80=87=CD=8F =E2=80=87=CD=8F =E2=80=87=CD=8F =E2=80=87=CD=8F =E2=
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=CD=8F =E2=80=87=CD=8F =C2=AD =C2=AD =C2=AD =C2=AD =C2=AD =C2=AD =C2=AD =C2=
=AD =C2=AD =C2=AD =C2=AD =C2=AD =C2=AD =C2=AD =C2=AD =C2=AD =C2=AD =C2=AD =
=C2=AD =C2=AD =C2=AD =C2=AD =C2=AD =C2=AD =C2=AD =C2=AD =C2=AD =C2=AD =C2=
=AD =C2=AD =C2=AD =C2=AD =C2=AD =C2=AD =C2=AD =C2=AD =C2=AD =C2=AD =C2=AD =
=C2=AD =C2=AD =C2=AD =C2=AD =C2=AD =C2=AD =C2=AD =C2=AD =C2=AD =C2=AD =C2=
=AD =C2=AD =C2=AD =C2=AD =C2=AD =C2=AD =C2=AD =C2=AD =C2=AD =C2=AD =C2=AD =
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=AD =C2=AD =C2=AD =C2=AD =C2=AD =C2=AD =C2=AD =C2=AD =C2=AD =C2=AD =C2=AD =
=C2=AD =C2=AD =C2=AD =C2=AD =C2=AD =C2=AD =C2=AD =C2=AD =C2=AD =C2=AD =C2=
=AD =C2=AD =C2=AD =C2=AD =C2=AD =C2=AD =C2=AD =C2=AD =C2=AD =C2=AD =C2=AD =
=C2=AD =C2=AD =C2=AD =C2=AD =C2=AD =C2=AD =C2=AD =C2=AD =C2=AD =C2=AD =C2=
=AD =C2=AD =C2=AD =C2=AD =C2=AD =C2=AD =C2=AD =C2=AD =C2=AD =C2=AD =C2=AD =
=C2=AD =C2=AD =C2=AD =C2=AD =C2=AD =C2=AD =C2=AD =C2=AD =C2=AD =C2=AD =C2=
=AD =C2=AD =C2=AD =C2=AD =C2=AD =C2=AD =C2=AD =C2=AD =C2=AD =C2=AD =C2=AD =
=C2=AD =C2=AD =C2=AD =C2=AD =C2=AD =C2=AD =C2=AD =C2=AD =C2=AD =C2=AD =C2=
=AD =C2=AD =C2=AD =C2=AD =C2=AD =C2=AD =C2=AD =C2=AD =C2=AD =C2=AD =C2=AD =
=C2=AD =C2=AD =C2=AD =C2=AD =C2=AD =C2=AD =C2=AD =C2=AD =C2=AD =C2=AD =C2=
=AD =C2=AD =C2=AD =C2=AD =C2=AD =C2=AD =C2=AD =C2=AD =C2=AD =C2=AD =C2=AD =
=C2=AD =C2=AD =C2=AD =C2=AD =C2=AD =C2=AD =C2=AD =C2=AD =C2=AD &nbsp;
</div>
   =20
<!--[if gte mso 9]>
<v:background xmlns:v=3D"urn:schemas-microsoft-com:vml" fill=3D"t">
    <v:fill type=3D"tile" size=3D"100%,100%" color=3D"#ffffff"/>
</v:background>
<![endif]-->
    <div class=3D"hse-body-background" lang=3D"en" style=3D"background-colo=
r:#e6e6e6" bgcolor=3D"#e6e6e6">
      <table role=3D"presentation" class=3D"hse-body-wrapper-table" cellpad=
ding=3D"0" cellspacing=3D"0" style=3D"margin:0; padding:0; width:100% !impo=
rtant; min-width:320px !important; height:100% !important" width=3D"100%" h=
eight=3D"100%">
        <tbody><tr>
          <td class=3D"hse-body-wrapper-td" valign=3D"top" style=3D"font-fa=
mily:'Times New Roman', Times, serif; font-size:22px; color:#000000; word-b=
reak:break-word; padding-top:20px; padding-bottom:20px">
            <div id=3D"hs_cos_wrapper_main" class=3D"hs_cos_wrapper hs_cos_=
wrapper_widget hs_cos_wrapper_type_dnd_area" style=3D"color: inherit; font-=
size: inherit; line-height: inherit;" data-hs-cos-general-type=3D"widget" d=
ata-hs-cos-type=3D"dnd_area">  <div id=3D"module_1730982401850" class=3D"hs=
e-section hse-section-first" style=3D"padding-left:10px; padding-right:10px=
">
   =20
   =20
      <div class=3D"hse-column-container" style=3D"min-width:280px; max-wid=
th:600px; margin:0 auto; background-color:#ffffff; padding-top:30px" bgcolo=
r=3D"#ffffff">
   =20
    <!--[if (mso)|(IE)]>
      <table align=3D"center" style=3D"width:600px;" cellpadding=3D"0" cell=
spacing=3D"0" role=3D"presentation" width=3D"600" bgcolor=3D"#ffffff">
      <tr style=3D"background-color:#ffffff;">
    <![endif]-->
    <!--[if (mso)|(IE)]>
  <td valign=3D"top" style=3D"width:600px;padding-top:30px;">
<![endif]-->
<!--[if gte mso 9]>
  <table role=3D"presentation" width=3D"600" cellpadding=3D"0" cellspacing=
=3D"0" style=3D"width:600px">
<![endif]-->
<div id=3D"module_1730982401850_0" class=3D"hse-column hse-size-12">
  <div id=3D"hs_cos_wrapper_module_17309824018411" class=3D"hs_cos_wrapper =
hs_cos_wrapper_widget hs_cos_wrapper_type_module" style=3D"color: inherit; =
font-size: inherit; line-height: inherit;" data-hs-cos-general-type=3D"widg=
et" data-hs-cos-type=3D"module"><table class=3D"hse-image-wrapper" role=3D"=
presentation" width=3D"100%" cellpadding=3D"0" cellspacing=3D"0">
  <tbody>
    <tr>
      <td class=3D"hs_padded" align=3D"center" valign=3D"top" style=3D"font=
-family:'Times New Roman', Times, serif; color:#000000; word-break:break-wo=
rd; text-align:center; padding:10px 20px; font-size:0px">
        <a href=3D"https://d2QWfV04.na1.hubspotlinks.com/Ctc/X+113/d2QWfV04=
/VVnNpg6nsWNKW5m7dpw2QRrGqW6cqVBw5L1vM2N2L_pzg3qn9qW6N1vHY6lZ3lzW795vYk7t6p=
jWN8d3dR5-kDg4W5Km9w36nhc41MLQsHQXn6xVW9hKlq11l42cJN6tbKlqkfc2lV5Wvb44Z4Ghh=
W7ps28_4R0Y4xN5G9VlTCdysdW7kJDxF7Z-8tdW8JSwTk28ZWpcW7W6DY71-R7vwW1PjwPp2lY5=
JRW2zdKyq2D-qHsW1dSql_8FPWjlW4rb6CF4M8GfgW1BcSWJ7rS5mzW9frbX54hZ89dVb3Mdw2Z=
qMY7W3m3Kzy3r1Y5zW2z2f8888GrfFW4VqzHN8BvnJrf9lnJKM04" target=3D"_blank" sty=
le=3D"color:#00a4bd" data-hs-link-id=3D"0" data-hs-link-id-v2=3D"l+cg9goY">
        <img alt=3D"heatmapAM_logo_fullcolor_whitebg" src=3D"https://hs-239=
17781.f.hubspotemail.net/hub/23917781/hubfs/Logos/heatmapAM_logo_fullcolor_=
whitebg.png?width=3D1000&amp;upscale=3Dtrue&amp;name=3DheatmapAM_logo_fullc=
olor_whitebg.png" style=3D"outline:none; text-decoration:none; border:none;=
 max-width:100%; font-size:16px" width=3D"500" align=3D"middle" class=3D"st=
retch-on-mobile">
        </a>
      </td>
    </tr>
  </tbody>
</table></div>
</div>
<!--[if gte mso 9]></table><![endif]-->
<!--[if (mso)|(IE)]></td><![endif]-->
    <!--[if (mso)|(IE)]></tr></table><![endif]-->
    </div>
  =20
  </div>
  <div id=3D"section-1" class=3D"hse-section" style=3D"padding-left:10px; p=
adding-right:10px">
   =20
   =20
      <div class=3D"hse-column-container" style=3D"min-width:280px; max-wid=
th:600px; margin:0 auto; background-color:#ffffff; padding-bottom:20px; pad=
ding-top:10px" bgcolor=3D"#ffffff">
   =20
    <!--[if (mso)|(IE)]>
      <table align=3D"center" style=3D"width:600px;" cellpadding=3D"0" cell=
spacing=3D"0" role=3D"presentation" width=3D"600" bgcolor=3D"#ffffff">
      <tr style=3D"background-color:#ffffff;">
    <![endif]-->
    <!--[if (mso)|(IE)]>
  <td valign=3D"top" style=3D"width:600px;padding-bottom:20px; padding-top:=
10px;">
<![endif]-->
<!--[if gte mso 9]>
  <table role=3D"presentation" width=3D"600" cellpadding=3D"0" cellspacing=
=3D"0" style=3D"width:600px">
<![endif]-->
<div id=3D"column-1-0" class=3D"hse-column hse-size-12">
    <table role=3D"presentation" cellpadding=3D"0" cellspacing=3D"0" width=
=3D"100%" class=3D"" style=3D""><tbody><tr><td class=3D"hs_padded" style=3D=
"font-family:'Times New Roman', Times, serif; font-size:22px; color:#000000=
; word-break:break-word; padding:10px 20px"><div id=3D"hs_cos_wrapper_modul=
e-1-0-0" class=3D"hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_=
module" style=3D"color: inherit; font-size: inherit; line-height: inherit;"=
 data-hs-cos-general-type=3D"widget" data-hs-cos-type=3D"module"><div id=3D=
"hs_cos_wrapper_module-1-0-0_" class=3D"hs_cos_wrapper hs_cos_wrapper_widge=
t hs_cos_wrapper_type_rich_text" style=3D"color: inherit; font-size: inheri=
t; line-height: inherit;" data-hs-cos-general-type=3D"widget" data-hs-cos-t=
ype=3D"rich_text"><p style=3D"font-weight:normal; text-align:center; font-s=
ize:16px; line-height:125%" align=3D"center"><span style=3D"font-family: Ar=
ial, sans-serif; color: #666666;">ALEXANDER C. KAUFMAN =E2=80=A2 FEBRUARY 2=
7,&nbsp;2026</span></p></div></div></td></tr></tbody></table>
</div>
<!--[if gte mso 9]></table><![endif]-->
<!--[if (mso)|(IE)]></td><![endif]-->
    <!--[if (mso)|(IE)]></tr></table><![endif]-->
    </div>
  =20
  </div>
  <div id=3D"section-2" class=3D"hse-section" style=3D"padding-left:10px; p=
adding-right:10px">
   =20
   =20
      <div class=3D"hse-column-container" style=3D"min-width:280px; max-wid=
th:600px; margin:0 auto; background-color:#b3ebbb" bgcolor=3D"#b3ebbb">
   =20
    <!--[if (mso)|(IE)]>
      <table align=3D"center" style=3D"width:600px;" cellpadding=3D"0" cell=
spacing=3D"0" role=3D"presentation" width=3D"600" bgcolor=3D"#b3ebbb">
      <tr style=3D"background-color:#b3ebbb;">
    <![endif]-->
    <!--[if (mso)|(IE)]>
  <td valign=3D"top" style=3D"width:600px;">
<![endif]-->
<!--[if gte mso 9]>
  <table role=3D"presentation" width=3D"600" cellpadding=3D"0" cellspacing=
=3D"0" style=3D"width:600px">
<![endif]-->
<div id=3D"column-2-0" class=3D"hse-column hse-size-12">
    <table role=3D"presentation" cellpadding=3D"0" cellspacing=3D"0" width=
=3D"100%" class=3D"" style=3D""><tbody><tr><td class=3D"hs_padded" style=3D=
"font-family:'Times New Roman', Times, serif; font-size:22px; color:#000000=
; word-break:break-word; padding:30px"><div id=3D"hs_cos_wrapper_module-2-0=
-0" class=3D"hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_modul=
e" style=3D"color: inherit; font-size: inherit; line-height: inherit;" data=
-hs-cos-general-type=3D"widget" data-hs-cos-type=3D"module"><div id=3D"hs_c=
os_wrapper_module-2-0-0_" class=3D"hs_cos_wrapper hs_cos_wrapper_widget hs_=
cos_wrapper_type_rich_text" style=3D"color: inherit; font-size: inherit; li=
ne-height: inherit;" data-hs-cos-general-type=3D"widget" data-hs-cos-type=
=3D"rich_text"><p style=3D"line-height:125%"><span style=3D"font-size: 20px=
;"> <span style=3D"font-family: Arial, sans-serif;"><em><span style=3D"font=
-weight: bold;">Current conditions: </span><span style=3D"font-weight: norm=
al;">A rain storm set to dump 2 inches of rain across Alabama, Tennessee, G=
eorgia, and the Carolinas will quench drought-parched woodlands, tempering =
mounting wildfire risk =E2=80=A2 The soil on New Zealand=E2=80=99s North Is=
land is facing what the national forecast called a =E2=80=9Csignificant moi=
sture deficit=E2=80=9D after a prolonged drought =E2=80=A2 Temperatures in =
Odessa, Texas, are as much as 20 degrees Fahrenheit hotter than average. </=
span></em></span></span></p></div></div></td></tr></tbody></table>
</div>
<!--[if gte mso 9]></table><![endif]-->
<!--[if (mso)|(IE)]></td><![endif]-->
    <!--[if (mso)|(IE)]></tr></table><![endif]-->
    </div>
  =20
  </div>
  <div id=3D"section-3" class=3D"hse-section" style=3D"padding-left:10px; p=
adding-right:10px">
   =20
   =20
      <div class=3D"hse-column-container" style=3D"min-width:280px; max-wid=
th:600px; margin:0 auto; background-color:#ffffff; padding-bottom:10px; pad=
ding-top:10px" bgcolor=3D"#ffffff">
   =20
    <!--[if (mso)|(IE)]>
      <table align=3D"center" style=3D"width:600px;" cellpadding=3D"0" cell=
spacing=3D"0" role=3D"presentation" width=3D"600" bgcolor=3D"#ffffff">
      <tr style=3D"background-color:#ffffff;">
    <![endif]-->
    <!--[if (mso)|(IE)]>
  <td valign=3D"top" style=3D"width:600px;padding-bottom:10px; padding-top:=
10px;">
<![endif]-->
<!--[if gte mso 9]>
  <table role=3D"presentation" width=3D"600" cellpadding=3D"0" cellspacing=
=3D"0" style=3D"width:600px">
<![endif]-->
<div id=3D"column-3-0" class=3D"hse-column hse-size-12">
    <table role=3D"presentation" cellpadding=3D"0" cellspacing=3D"0" width=
=3D"100%" class=3D"" style=3D""><tbody><tr><td class=3D"hs_padded" style=3D=
"font-family:'Times New Roman', Times, serif; font-size:22px; color:#000000=
; word-break:break-word; padding:10px 20px"><div id=3D"hs_cos_wrapper_modul=
e-3-0-0" class=3D"hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_=
module" style=3D"color: inherit; font-size: inherit; line-height: inherit;"=
 data-hs-cos-general-type=3D"widget" data-hs-cos-type=3D"module"><table rol=
e=3D"none" border=3D"0" cellpadding=3D"0" cellspacing=3D"0" style=3D"vertic=
al-align:top" width=3D"100%">
  <tbody><tr>
    <td align=3D"center" style=3D"font-family:'Times New Roman', Times, ser=
if; color:#000000; font-size:0; word-break:break-word">
      <p style=3D"font-size:1px;border-top:4px solid #1c86f5;width:100%;mar=
gin:0 auto;"></p>
      <!--[if mso]>
        <table role=3D"none" align=3D"center" border=3D"0" cellpadding=3D"0=
" cellspacing=3D"0" style=3D"font-size:1px;border-top:4px solid #1c86f5;wid=
th:560px;">
          <tr>
            <td style=3D"height:0;line-height:0">&nbsp;</td>
          </tr>
        </table>
      <![endif]-->
    </td>
  </tr>
</tbody></table></div></td></tr></tbody></table>
  <table role=3D"presentation" cellpadding=3D"0" cellspacing=3D"0" width=3D=
"100%" class=3D"" style=3D""><tbody><tr><td class=3D"hs_padded" style=3D"fo=
nt-family:'Times New Roman', Times, serif; font-size:22px; color:#000000; w=
ord-break:break-word; padding:20px 20px 10px"><div id=3D"hs_cos_wrapper_mod=
ule-3-0-9" class=3D"hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_typ=
e_module" style=3D"color: inherit; font-size: inherit; line-height: inherit=
;" data-hs-cos-general-type=3D"widget" data-hs-cos-type=3D"module"><div id=
=3D"hs_cos_wrapper_module-3-0-9_" class=3D"hs_cos_wrapper hs_cos_wrapper_wi=
dget hs_cos_wrapper_type_rich_text" style=3D"color: inherit; font-size: inh=
erit; line-height: inherit;" data-hs-cos-general-type=3D"widget" data-hs-co=
s-type=3D"rich_text"><h1 style=3D"margin:0; font-family:Arial, sans-serif; =
font-size:22px; line-height:150%">THE TOP FIVE</h1>
<p style=3D"line-height:150%">&nbsp;</p>
<p style=3D"line-height:150%; font-weight:bold">1. <strong>Trump=E2=80=99s =
plan to build 10 new large reactors is making headway</strong></p></div></d=
iv></td></tr></tbody></table>
  <table role=3D"presentation" cellpadding=3D"0" cellspacing=3D"0" width=3D=
"100%" class=3D"" style=3D""><tbody><tr><td class=3D"hs_padded" style=3D"fo=
nt-family:'Times New Roman', Times, serif; font-size:22px; color:#000000; w=
ord-break:break-word; padding:10px 20px"><div id=3D"hs_cos_wrapper_module_1=
7713829086802" class=3D"hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper=
_type_module" style=3D"color: inherit; font-size: inherit; line-height: inh=
erit;" data-hs-cos-general-type=3D"widget" data-hs-cos-type=3D"module"><div=
 id=3D"hs_cos_wrapper_module_17713829086802_" class=3D"hs_cos_wrapper hs_co=
s_wrapper_widget hs_cos_wrapper_type_rich_text" style=3D"color: inherit; fo=
nt-size: inherit; line-height: inherit;" data-hs-cos-general-type=3D"widget=
" data-hs-cos-type=3D"rich_text"><p style=3D"line-height:150%">For all its =
willingness to share in the hype around as-yet-unbuilt small modular reacto=
rs and microreactors, the Trump administration has long endorsed what I lik=
e to call reactor realism. By that, I mean it embraces the need to keep bui=
lding more of the same kind of large-scale pressurized water reactors we kn=
ow how to construct and operate while supporting the development and deploy=
ment of new technologies. In his <a href=3D"https://d2QWfV04.na1.hubspotlin=
ks.com/Ctc/X+113/d2QWfV04/VVnNpg6nsWNKW5m7dpw2QRrGqW6cqVBw5L1vM2N2L_pB83qn9=
qW8wLKSR6lZ3m9W605BFn5QzfGtW5StrLV2QfVw8W49f4LW90XghzW5Tpy4B76G-PdW2x9b4b7g=
X9hzV1p3pD9hZKbWN5-25Dl9lvNvW3Dxt_r8VNDdfW6YMwxy5C2sfnN4wrSDVrJrPMMWpzgsHZf=
SrVm5NCJ7Bn76ZW79SJZw9cr1XFW1byp6P2T7gxtN4ywfT_9tRJ-W3VHjj68xBJYvW2Jllfy6DQ=
qHfW44fjFZ4PCmk9W1P_DM36c43KCW4yDGJG68gV1bW3XRPKP3CxNXkW83hRHq2X7FWPW7G-tzM=
1xq19MW5wX7vp34rv3SW4Scdf68YW7llW4r6GK86---TqW2wlDQf3KwjHpW8D4cvh6WwPk1f4d0=
fHn04" style=3D"color:#000000" data-hs-link-id=3D"0" data-hs-link-id-v2=3D"=
gK2HCCSw" target=3D"_blank">flurry of executive orders</a> on nuclear power=
 last May, President Donald Trump directed the Department of Energy to =E2=
=80=9Cprioritize work with the nuclear energy industry to facilitate=E2=80=
=9D 5 gigawatts of power uprates to existing reactors =E2=80=9Cand have 10 =
new large reactors with complete designs under construction by 2030.=E2=80=
=9D The <a href=3D"https://d2QWfV04.na1.hubspotlinks.com/Ctc/X+113/d2QWfV04=
/VVnNpg6nsWNKW5m7dpw2QRrGqW6cqVBw5L1vM2N2L_pzT3qn9qW7Y8-PT6lZ3mfW1B7yvq3WqD=
vqW4tFB-X7Q3RmyW7mgfLx7p4qDwW4cxw0t4gK5lSW3fNc1V5--xqNW3GtD1b8l58y7W7xQy9L6=
bLhBPW1mrhW_5Kt6H1W849TJ07Dt_GGW6G_ZLh9b4lL_W92V1Dg9607H-W2vjtlf3n4yyDVWc69=
18GSmT7W5wnJhJ1lZhCZW4Fbv-C4xTx_zW66cHqw4Fcg6xW31S-Rc8bJ89YN7LRK_ZMztWHW67j=
1kH9lb56nN1JBf6pwQ830W7tLddR3M-mYbW4pKWY02PzQxcN7KWdFz944YHM8bzmqwRl6tW8Fz1=
PF7RcfYrW3HCFV141JJw3dvKgFR04" style=3D"color:#000000" data-hs-link-id=3D"0=
" data-hs-link-id-v2=3D"XovSZe0M" target=3D"_blank">record $26 billion loan=
</a> the agency=E2=80=99s in-house lender =E2=80=94 the Loan Programs Offic=
e, recently renamed the Office of Energy Dominance Financing =E2=80=94&nbsp=
;gave to Southern Company this week&nbsp;to cover uprates will fulfill the =
first part of the order. Now the second part is getting real. In a scoop on=
 Thursday, <a href=3D"https://d2QWfV04.na1.hubspotlinks.com/Ctc/X+113/d2QWf=
V04/VVnNpg6nsWNKW5m7dpw2QRrGqW6cqVBw5L1vM2N2L_pB83qn9qW8wLKSR6lZ3pdW37f0Sm4=
lKTCnVsmBpp8pRTmnW3m_ntl2vc-r6W26w8yw7fCXClW6KQh8b2w8VvpW5nT5G15kJ6s5W66dLR=
K71J-z6W2HgX0h16dd53W1VF3l52TrJqbW1VV78n3g-TMpW1QPQxN3Ft6zJVG59Gc8l3SbhW79V=
b6N4FKHq1W63-95b7V1jStW7lpm_F4ZYPfMW6VW1dg3nsfTLW5-_sc03MxvQGW30GTH91pbCJmW=
15_-Tz5j2zHnW5VJSDL2pNLnjW6R34mq5FWNdWW74CC9R1mZBFVVKKDtB881dJsW1cZ9VV2WrFW=
4MYfmNdqDjs4W1JCMJ45NPR6rW34l1fp6KzwgdW57cg6M4zW1tBf4yyh0x04" style=3D"colo=
r:#000000" data-hs-link-id=3D"0" data-hs-link-id-v2=3D"OLnpwJfk" target=3D"=
_blank">Heatmap=E2=80=99s Robinson Meyer reported</a> that the Energy Depar=
tment has started taking meetings with utilities and developers of what he =
said =E2=80=9Cwould almost certainly be AP1000s, a third-generation reactor=
 produced by Westinghouse capable of producing up to 1.1 gigawatts of elect=
ricity per unit.=E2=80=9D</p>
<p style=3D"line-height:150%">&nbsp;</p>
<p style=3D"line-height:150%">Reactor realism includes keeping existing pla=
nts running, so notch this as yet more progress: Diablo Canyon, the last nu=
clear station left in California, just cleared the final state permitting h=
urdle to staying open until 2030, and possibly longer. The Central Coast Wa=
ter Board voted unanimously on Thursday to give the state=E2=80=99s last nu=
clear plant a discharge permit and water quality certification. In a <a hre=
f=3D"https://d2QWfV04.na1.hubspotlinks.com/Ctc/X+113/d2QWfV04/VVnNpg6nsWNKW=
5m7dpw2QRrGqW6cqVBw5L1vM2N2L_pzz5bYhvW7lCGcx6lZ3pNVDySgn4RcC-JW6NmpgF6Gpgdx=
W5npDGG4-3zxkW5BCgYh7tfnq6W1yTq6t2nw86WW7KR7dH7N0-fTW7ywQ4C98blSDW2KRqWY3vZ=
Hp2VcWKwv8ZB8ZLW5Ss8vD71xNC5W12C9st1tScn0W92H91c2rKjGGW2YF3Dg5C7My-VRcksV5Z=
r_6MW4s4FNh5tY1vpW4NcqJ18Fl1ftW86K8BJ7F2Rr4W7Y5wxB5F1QM-W8QPKy88RxxynW5MdZ6=
h8xp_H_W5pVhNn1BynvtW7j3zk38ydwCtW88wwdb7wjdSBW1qcmR59gHB8RW7mb3Hj8st6qdW7Y=
YN1Y3YnHR-W8CPl7d2L5hHBW26RKQY6GZDXPVbfzlh7PBm5tW2ZlDPV5ktZHcW2T852s8FZ50FW=
4phSFV76fRmvW6xk4VR6P91GSW8ycSsM8YQHSSW6Y9q4S4LPr0tW5Kq47b5r-fpdW9k8cg64DbY=
2wW5G3zbP5LZTG1W6YxdSw2mXwmcW18SLZd2NfzVXf7rMbyP04" style=3D"color:#000000"=
 data-hs-link-id=3D"0" data-hs-link-id-v2=3D"1caTgRei" target=3D"_blank">po=
st</a> on LinkedIn, Paris Ortiz-Wines, a pro-nuclear campaigner who helped =
pass a 2022 law that averted the planned 2025 closure of Diablo Canyon, sai=
d =E2=80=9C70% of public comments were in full support =E2=80=94 from Centr=
al Valley agricultural associations, the local Chamber of Commerce, Dignity=
 Health, the IBEW union, district supervisors, marine meteorologists, and l=
ocal pro-nuclear organizations.=E2=80=9D Starting in 2021, she said, she at=
tended every hearing on the bill that saved the plant. =E2=80=9CBack then, =
I knew every single pro-nuclear voice testifying,=E2=80=9D she wrote. =E2=
=80=9CNow? I=E2=80=99m meeting new ones every hearing.=E2=80=9D&nbsp;</p></=
div></div></td></tr></tbody></table>
  <table role=3D"presentation" cellpadding=3D"0" cellspacing=3D"0" width=3D=
"100%" class=3D"" style=3D""><tbody><tr><td class=3D"hs_padded" style=3D"fo=
nt-family:'Times New Roman', Times, serif; font-size:22px; color:#000000; w=
ord-break:break-word; padding:10px 20px"><div id=3D"hs_cos_wrapper_module-3=
-0-8" class=3D"hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_mod=
ule" style=3D"color: inherit; font-size: inherit; line-height: inherit;" da=
ta-hs-cos-general-type=3D"widget" data-hs-cos-type=3D"module"><table role=
=3D"none" border=3D"0" cellpadding=3D"0" cellspacing=3D"0" style=3D"vertica=
l-align:top" width=3D"100%">
  <tbody><tr>
    <td align=3D"center" style=3D"font-family:'Times New Roman', Times, ser=
if; color:#000000; font-size:0; word-break:break-word">
      <p style=3D"font-size:1px;border-top:6px solid #e6e6e6;width:100%;mar=
gin:0 auto;"></p>
      <!--[if mso]>
        <table role=3D"none" align=3D"center" border=3D"0" cellpadding=3D"0=
" cellspacing=3D"0" style=3D"font-size:1px;border-top:6px solid #e6e6e6;wid=
th:560px;">
          <tr>
            <td style=3D"height:0;line-height:0">&nbsp;</td>
          </tr>
        </table>
      <![endif]-->
    </td>
  </tr>
</tbody></table></div></td></tr></tbody></table>
  <table role=3D"presentation" cellpadding=3D"0" cellspacing=3D"0" width=3D=
"100%" class=3D"" style=3D""><tbody><tr><td class=3D"hs_padded" style=3D"fo=
nt-family:'Times New Roman', Times, serif; font-size:22px; color:#000000; w=
ord-break:break-word; padding:20px 20px 10px"><div id=3D"hs_cos_wrapper_mod=
ule_17168972411022" class=3D"hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wr=
apper_type_module" style=3D"color: inherit; font-size: inherit; line-height=
: inherit;" data-hs-cos-general-type=3D"widget" data-hs-cos-type=3D"module"=
><div id=3D"hs_cos_wrapper_module_17168972411022_" class=3D"hs_cos_wrapper =
hs_cos_wrapper_widget hs_cos_wrapper_type_rich_text" style=3D"color: inheri=
t; font-size: inherit; line-height: inherit;" data-hs-cos-general-type=3D"w=
idget" data-hs-cos-type=3D"rich_text"><p style=3D"line-height:150%; font-we=
ight:bold">2. <strong>Trump=E2=80=99s solar siege may be coming to an end&n=
bsp;</strong></p></div></div></td></tr></tbody></table>
  <table role=3D"presentation" cellpadding=3D"0" cellspacing=3D"0" width=3D=
"100%" class=3D"" style=3D""><tbody><tr><td class=3D"hs_padded" style=3D"fo=
nt-family:'Times New Roman', Times, serif; font-size:22px; color:#000000; w=
ord-break:break-word; padding:10px 20px 20px"><div id=3D"hs_cos_wrapper_mod=
ule_17302028083781" class=3D"hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wr=
apper_type_module" style=3D"color: inherit; font-size: inherit; line-height=
: inherit;" data-hs-cos-general-type=3D"widget" data-hs-cos-type=3D"module"=
><div id=3D"hs_cos_wrapper_module_17302028083781_" class=3D"hs_cos_wrapper =
hs_cos_wrapper_widget hs_cos_wrapper_type_rich_text" style=3D"color: inheri=
t; font-size: inherit; line-height: inherit;" data-hs-cos-general-type=3D"w=
idget" data-hs-cos-type=3D"rich_text"><p style=3D"line-height:150%">It was =
the best of times, it was the worst of times. It was a year of record solar=
 deployments, it was a year of <a  href=3D"https://d2QWfV04.na1.hubspotlink=
s.com/Ctc/X+113/d2QWfV04/VVnNpg6nsWNKW5m7dpw2QRrGqW6cqVBw5L1vM2N2L_pB83qn9q=
W8wLKSR6lZ3pBW3SJ_kz55cgMyW1y3gfg1Z3ssTW8kBfxm8Fjky_W7vzSJh4rPSTVVSb5Sz4v3S=
M4W8g6Yj26XmLQ3W4VJ67M3-nxZsW3h6Dxf4z1CdKW5KZ5BL6WctSpW3202gg6KJmHQW4XGr-r6=
wj3SgW2n4fX57KVJ8kW4v6md68WwfYwN1SKpWFWt8FDW6d5HjB1fydQ8W5yrf771KPVx8W7VS3X=
T8VbgW0N88QnBtLx-0pVrWNdX7Nyx5sW6868hP9gG-RxW405LWn70tcDmW265tYH7dxfkMW7BRR=
KW4qMsn6W41VtSt6fNP2VW8_LRf75GlDqMW39WqVM4whY5-W3XnWhK4WykM-W5VgJgt7cbdfJf8=
3Gsyb04" style=3D"color:#000000" data-hs-link-id=3D"0" data-hs-link-id-v2=
=3D"Mkj4Qo0r" target=3D"_blank">canceled solar megaprojects</a>, <a href=3D=
"https://d2QWfV04.na1.hubspotlinks.com/Ctc/X+113/d2QWfV04/VVnNpg6nsWNKW5m7d=
pw2QRrGqW6cqVBw5L1vM2N2L_pB83qn9qW8wLKSR6lZ3n0W3B1XRM1QzxZ-W5jlnFs9lnZNCW7-=
qdsw2GlzYQVbYMnk451z5lVxzF0j59hX4bW9flbgl3rVDYGW4zBJqD2tGkKrVmY2gT8pQzZ5VKQ=
S5C3xF932W2DB1Lm13jw0jW48LVDc1Vy8w_W75_h3y6sCg50M58wY6pM0-MW8mqh5y8ntMmPN85=
l78NrMFpsW1f89p53_gN3kW19rDlW88zSzcVh4dsd4vhnnbW4n4DTs318l0tN7fr1l5S4ctxW58=
kC0L3FnMxPW3TD_Hz8N4MwPW4tYyS89c1kfTW8V8T3L73N2kJW1H36Zv7qQfsBW6v3tWb6VjL0L=
W3-4Ys36t3SR8W6mV6Jy81ZSrNf4btwrF04" style=3D"color:#000000" data-hs-link-i=
d=3D"0" data-hs-link-id-v2=3D"Ki55XMEo" target=3D"_blank">choked-off permit=
s</a>, and <a href=3D"https://d2QWfV04.na1.hubspotlinks.com/Ctc/X+113/d2QWf=
V04/VVnNpg6nsWNKW5m7dpw2QRrGqW6cqVBw5L1vM2N2L_pB83qn9qW8wLKSR6lZ3ptN8r67l6V=
rSWNW6Kdr568T_wJ3W3ptJDX74pcmhW197vRM2FK04jW87MqXc6SnXS9W3hNPPg79tGFvW40H9q=
X66HtR2W4LRlBT8-dWT-W4DrpV31Y-SJxW1qM4Vx8xXTksW8m9v5L5rjSbyW3N9ybJ81-KsrW6x=
nm8v88rRTKW1c46bn2rjx0tW4QqCbw2RYxMMW8yWx8k8t4ZQSW8xSk0k6RCwz6W7PXwQ23B6QnW=
W2vtkmz4rJ9kfW4G4dPg3-LrZVVD_hfP6KyXbFVrpX935jMpBGN2Csw90mWjz2W9jbSkZ2q_jVr=
W5CYcR47z9gsWN7ksgrt82BvMW8JGbYD7kkgRlW6_1t5C3RJckYf7y0zq-04" style=3D"colo=
r:#000000" data-hs-link-id=3D"0" data-hs-link-id-v2=3D"aM0/g6Dd" target=3D"=
_blank">desperate industry pleas</a> to Congress for help. But the solar in=
dustry=E2=80=99s political clouds may be parting. The Department of the Int=
erior is reviewing at least 20 commercial-scale projects that <a href=3D"ht=
tps://d2QWfV04.na1.hubspotlinks.com/Ctc/X+113/d2QWfV04/VVnNpg6nsWNKW5m7dpw2=
QRrGqW6cqVBw5L1vM2N2L_pyH5nXHCW5BWr2F6lZ3nJVfSTJ63wQRtvN91KgWSQl2QWN8WYqyQK=
XmPHW7vpcPd51rRt7W7pRTdW8ZZYvNVmj7Xt76mR_0W5B36zb8wFzPSW8JVPkF13YNc2N3NVGkc=
4qxWJW5DV_539ktF4qW7PFYpb56HcLLW2z9swL3WqVD4VXy8qL215mWDN8HwzkzdQpMkN1tw_bn=
xLqyLW4sBnwZ3tK_klW5nnggG4f90wmW8_L1FX96ZwW_W1RS0FX2tb3LtW52X4Ln7DSX55N5Rq1=
LTn7v-1VZl4Rz8Gd697W8xHvjY1ctTJ6VC5Km35kfk9tW3fqHLL1MwLN-W70q0Z-6V6Z1xVyRbg=
K888g7RW6vRtW0870n2nW47lW6w33q350W8Zg9BJ8pJX3bW162D5G5k6-tNW8n6xpL3WyyT-N2d=
3JwVPyQDCV4rygg2rCM-0f4DCPxC04" style=3D"color:#000000" data-hs-link-id=3D"=
0" data-hs-link-id-v2=3D"y3ghIzcs" target=3D"_blank"><em>E&amp;E News</em><=
/a> reported had =E2=80=9Clanguished in the permitting pipeline=E2=80=9D si=
nce Trump returned to office. =E2=80=9CThat includes a package of six utili=
ty-scale projects given the green light Friday by Interior Secretary Doug B=
urgum to resume active reviews, such as the massive Esmeralda Energy Center=
 in Nevada,=E2=80=9D the newswire reported, citing three anonymous career o=
fficials at the agency.&nbsp;</p>
<div aria-labelledby=3D"primary-D0960F0VALC-1772196296.355939-sender primar=
y-D0960F0VALC-1772196296.355939-message_text primary-D0960F0VALC-1772196296=
.355939-alt_text primary-D0960F0VALC-1772196296.355939-date_time primary-D0=
960F0VALC-1772196296.355939-reaction_count primary-D0960F0VALC-1772196296.3=
55939-reply_count primary-D0960F0VALC-1772196296.355939-link_count primary-=
D0960F0VALC-1772196296.355939-attachment_count primary-D0960F0VALC-17721962=
96.355939-has_draft_reply primary-D0960F0VALC-1772196296.355939-pinned_stat=
e primary-D0960F0VALC-1772196296.355939-edited_state primary-D0960F0VALC-17=
72196296.355939-later_state primary-D0960F0VALC-1772196296.355939-broadcast=
_state primary-D0960F0VALC-1772196296.355939-broadcast_thread_root_message =
primary-D0960F0VALC-1772196296.355939-translated_state" aria-setsize=3D"-1"=
 style=3D"line-height:150%">
<div style=3D"line-height:150%">
<div data-hsprotectaria-roledescription=3D"message" style=3D"line-height:15=
0%">
<div style=3D"line-height:150%">
<div style=3D"line-height:150%">
<div style=3D"line-height:150%">
<div style=3D"line-height:150%">
<div style=3D"line-height:150%">
<div style=3D"line-height:150%">
<div style=3D"line-height:150%">
<div style=3D"line-height:150%">
<div style=3D"line-height:150%">Heatmap=E2=80=99s Jael Holzman <a href=3D"h=
ttps://d2QWfV04.na1.hubspotlinks.com/Ctc/X+113/d2QWfV04/VVnNpg6nsWNKW5m7dpw=
2QRrGqW6cqVBw5L1vM2N2L_pB83qn9qW8wLKSR6lZ3lcW2cwMR01vxKKsW3q2p6H2STT4SW8Xml=
Wn7mHDf3VCLkxp5hDfKkW3sjGcB7jJMRKW4H8b1r9kfkRDW4SN5VL3wvjFQW16l0z511mwZpN2t=
W8mwrCsmJW1jx7TS8l8K_9W52MsGT6rZRmFW2d8_1g5Q9THXW8QQyvz7gD3RWVzNrPV1YN68nW5=
RyMWc8dTG4tW40K2Ny1D_6pPW2yZ2lZ4pTPfgW3DxQ3x4cjLQKN2VtGHwXQVXdW1J49NR2NQLpd=
N7GyKXL7ttDcW6J5P011QWgqVW7199GS7P8WbWN8DgK0ZpZWWtW8GpyT37c6RHwW2CMc-31D_9m=
LW5ZqhM-6dwnX8W8lLCCH1nBKMxf4Vp-nj04" rel=3D"noopener" style=3D"color:#0000=
00" data-hs-link-id=3D"1" data-hs-link-id-v2=3D"TQgCN7If" target=3D"_blank"=
>broke the news</a> that the project, also known as Esmeralda 7, had been c=
anceled in October. At the time, NextEra, one of the project=E2=80=99s deve=
lopers, told her that it was =E2=80=9Ccommitted to pursuing our project=E2=
=80=99s comprehensive environmental analysis by working closely with the Bu=
reau of Land Management.=E2=80=9D That persistence has apparently paid off.=
 In a <a href=3D"https://d2QWfV04.na1.hubspotlinks.com/Ctc/X+113/d2QWfV04/V=
VnNpg6nsWNKW5m7dpw2QRrGqW6cqVBw5L1vM2N2L_pB83qn9qW8wLKSR6lZ3nnMYFwbNHwbT3W4=
fdtGY3nbHLPW4XGBCP8-t8QXW4pVQMK4zV-zNVZXXnx3bPRF2W8lm6q940QLJPN3WmKb879_NLV=
tQ51z28lxCXW89JJRt24qj4yN2DqQtFfgXc0W13bfG55zWC8qV_mb1_33gLPXVB_MTl2sPKZVN3=
WCVbzc7S_5W49XFkk6NHX21W6-2Pmp4Y7M7dW9ly18j7gMT3HW504TMJ3t50Y8W75lrYP2_SFhK=
W8DzvV28CyTylW1lQ4LN7MskK9VmHgJT5H91R1W13CX241vfvBGW1xgnyf97PMW6VqWLBd8C7Jp=
GW1M3Q092t_npMW34JWK_1V2wjHVKG31L7bHjbtf2fs_zM04" rel=3D"noopener" style=3D=
"color:#000000" data-hs-link-id=3D"0" data-hs-link-id-v2=3D"irkXsgeH" targe=
t=3D"_blank">post</a> on X linking to the article, Morgan Lyons, the senior=
 spokesperson at the Solar Energy Industries Association, called the change=
 =E2=80=9Cquite a tone shift=E2=80=9D with the eyes emoji.&nbsp;</div>
</div>
</div>
</div>
</div>
</div>
</div>
</div>
</div>
</div>
</div>
</div>
<p style=3D"line-height:150%">&nbsp;</p>
<p style=3D"line-height:150%">GOP voters overwhelmingly support solar power=
, a recent poll commissioned by the panel manufacturer First Solar found. T=
he MAGA coalition has some increasingly prominent fans. As I have <a href=
=3D"https://d2QWfV04.na1.hubspotlinks.com/Ctc/X+113/d2QWfV04/VVnNpg6nsWNKW5=
m7dpw2QRrGqW6cqVBw5L1vM2N2L_pzT3qn9qW7Y8-PT6lZ3l7W5GYVYJ33gt-YW7vl8XP5N-zKs=
W8r_S003xr9bMW4rHgRS38y7FBW7692Xz5Ssn7yW8DPMPk8rQ-lgW31MS117GGltTW6PPCY016N=
C7zV77sz-59FKWTW3_Mxc92zsWjsN58Rp_nhmkg2W8vJRlv1NRzrVW59m6jg1NphSPN5tPmLCyl=
n_HW86WGNB37KhQFW2YmTSN69Hy14VxhKqx4DR4LdW47wWHb7jQL08W5J7vD234TLFyW8-TqsY4=
VJmD9W4g6TQC8MjbzgW67c_wk2mdP1KW955VXn8wS_5nN4q0VbsN2xlBW360rTS9lklvsW91NpB=
X6P5C1gf4pKchP04" style=3D"color:#000000" data-hs-link-id=3D"0" data-hs-lin=
k-id-v2=3D"JqeS/gVv" target=3D"_blank">covered in the newsletter</a>, Katie=
 Miller, the right-wing influencer and wife of Trump consigliere Stephen Mi=
ller, has become a vocal proponent of competing with China on solar and bat=
teries.</p></div></div></td></tr></tbody></table>
  <table role=3D"presentation" cellpadding=3D"0" cellspacing=3D"0" width=3D=
"100%" class=3D"" style=3D""><tbody><tr><td class=3D"hs_padded" style=3D"fo=
nt-family:'Times New Roman', Times, serif; font-size:22px; color:#000000; w=
ord-break:break-word; padding:10px 20px"><div id=3D"hs_cos_wrapper_module_1=
7307336053001" class=3D"hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper=
_type_module" style=3D"color: inherit; font-size: inherit; line-height: inh=
erit;" data-hs-cos-general-type=3D"widget" data-hs-cos-type=3D"module"><tab=
le role=3D"none" border=3D"0" cellpadding=3D"0" cellspacing=3D"0" style=3D"=
vertical-align:top" width=3D"100%">
  <tbody><tr>
    <td align=3D"center" style=3D"font-family:'Times New Roman', Times, ser=
if; color:#000000; font-size:0; word-break:break-word">
      <p style=3D"font-size:1px;border-top:6px solid #e6e6e6;width:100%;mar=
gin:0 auto;"></p>
      <!--[if mso]>
        <table role=3D"none" align=3D"center" border=3D"0" cellpadding=3D"0=
" cellspacing=3D"0" style=3D"font-size:1px;border-top:6px solid #e6e6e6;wid=
th:560px;">
          <tr>
            <td style=3D"height:0;line-height:0">&nbsp;</td>
          </tr>
        </table>
      <![endif]-->
    </td>
  </tr>
</tbody></table></div></td></tr></tbody></table>
  <table role=3D"presentation" cellpadding=3D"0" cellspacing=3D"0" width=3D=
"100%" class=3D"" style=3D""><tbody><tr><td class=3D"hs_padded" style=3D"fo=
nt-family:'Times New Roman', Times, serif; font-size:22px; color:#000000; w=
ord-break:break-word; padding:20px 20px 10px"><div id=3D"hs_cos_wrapper_mod=
ule_17168973895873" class=3D"hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wr=
apper_type_module" style=3D"color: inherit; font-size: inherit; line-height=
: inherit;" data-hs-cos-general-type=3D"widget" data-hs-cos-type=3D"module"=
><div id=3D"hs_cos_wrapper_module_17168973895873_" class=3D"hs_cos_wrapper =
hs_cos_wrapper_widget hs_cos_wrapper_type_rich_text" style=3D"color: inheri=
t; font-size: inherit; line-height: inherit;" data-hs-cos-general-type=3D"w=
idget" data-hs-cos-type=3D"rich_text"><p style=3D"line-height:150%; font-we=
ight:bold"><span style=3D"font-weight: bold;">3. </span><strong>America=E2=
=80=99s only active rare earths miner is opening a Texas factory</strong></=
p></div></div></td></tr></tbody></table>
  <table role=3D"presentation" cellpadding=3D"0" cellspacing=3D"0" width=3D=
"100%" class=3D"" style=3D""><tbody><tr><td class=3D"hs_padded" style=3D"fo=
nt-family:'Times New Roman', Times, serif; font-size:22px; color:#000000; w=
ord-break:break-word; padding:10px 20px 20px"><div id=3D"hs_cos_wrapper_mod=
ule_17273490830932" class=3D"hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wr=
apper_type_module" style=3D"color: inherit; font-size: inherit; line-height=
: inherit;" data-hs-cos-general-type=3D"widget" data-hs-cos-type=3D"module"=
><div id=3D"hs_cos_wrapper_module_17273490830932_" class=3D"hs_cos_wrapper =
hs_cos_wrapper_widget hs_cos_wrapper_type_rich_text" style=3D"color: inheri=
t; font-size: inherit; line-height: inherit;" data-hs-cos-general-type=3D"w=
idget" data-hs-cos-type=3D"rich_text"><div aria-labelledby=3D"primary-D0960=
F0VALC-1771331636.674169-sender primary-D0960F0VALC-1771331636.674169-messa=
ge_text primary-D0960F0VALC-1771331636.674169-alt_text primary-D0960F0VALC-=
1771331636.674169-date_time primary-D0960F0VALC-1771331636.674169-reaction_=
count primary-D0960F0VALC-1771331636.674169-reply_count primary-D0960F0VALC=
-1771331636.674169-link_count primary-D0960F0VALC-1771331636.674169-attachm=
ent_count primary-D0960F0VALC-1771331636.674169-has_draft_reply primary-D09=
60F0VALC-1771331636.674169-pinned_state primary-D0960F0VALC-1771331636.6741=
69-edited_state primary-D0960F0VALC-1771331636.674169-later_state primary-D=
0960F0VALC-1771331636.674169-broadcast_state primary-D0960F0VALC-1771331636=
.674169-broadcast_thread_root_message primary-D0960F0VALC-1771331636.674169=
-translated_state" aria-setsize=3D"-1" style=3D"line-height:150%">
<div data-hsprotectaria-roledescription=3D"message" style=3D"line-height:15=
0%">
<p style=3D"line-height:150%">MP Materials operates the only active rare ea=
rths mine in the United States at California=E2=80=99s Mountain Pass. Now t=
he company, of which the federal government became the largest shareholder =
in a landmark deal Trump <a href=3D"https://d2QWfV04.na1.hubspotlinks.com/C=
tc/X+113/d2QWfV04/VVnNpg6nsWNKW5m7dpw2QRrGqW6cqVBw5L1vM2N2L_pzT3qn9qW7Y8-PT=
6lZ3n5W3Qv8sl5G3RT0W7vdxbx7_-8DHW3wjZ1G2h76nrW8ZbCXH4jsGq6Vs4-mC3cRf9yW7MWy=
Vn1_XfQlW3B9F6790hCs6W4zK_x_4WHcVRW6WldtC5DTyRZW23dQW693KlX7W2m60kt3xKlSjW2=
Mjx-Y11hclCVgT-Tq8_S3bPW59L0Fn2_CckqW3zcnxT251ZRLW6MJNVs64m7GVW2t5MV82SMWsp=
W5n5chn86GMP9W7HQksf4nc-0hN13HTcXkfRWcV6lLZH81-KNlW98Dyd26bQJDcW35QbQj7bswb=
WW1rd5_K6trLsXVywcVv1ybHQjW16xfLl4FQjlNf6pvp8x04" style=3D"color:#000000" d=
ata-hs-link-id=3D"0" data-hs-link-id-v2=3D"YQ448qsO" target=3D"_blank">brok=
ered earlier this year</a>, is planning a move downstream in the rare earth=
s pipeline. As part of its partnership with the Department of Defense, MP M=
aterials plans to invest more than $1 billion into a manufacturing campus i=
n Northlake, Texas, dedicated to making the rare earth magnets needed for m=
odern military hardware and electric vehicles. Dubbed 10X, the campus is ex=
pected to come online in 2028, according to <a  href=3D"https://d2QWfV04.na=
1.hubspotlinks.com/Ctc/X+113/d2QWfV04/VVnNpg6nsWNKW5m7dpw2QRrGqW6cqVBw5L1vM=
2N2L_pBs7mt9PW95khT26lZ3lhW4QbC2f5s0HW0W4C8vS419LY1VW4XDlv-4tH0Q0W8XDh5_1WJ=
65LW3-k_sV66x6_RN3-HDh0b0bPwW4zRk-Q78k44FN96wkXR9L0qBW4TJD_l8nkjbfW768g-Q9h=
7h_fV-BLvV6yxdbKW4t5LHw6PpTyfM542WvtCPKsW7RyR7_5p1N7RW2XHrYh6gpbSmN2ww9WHvf=
K53W4CccvM910LQRW2W34BT4r0ngcW21YjQx65y0DDW4dBc-k2JQPbYW2tNzMz6cbYY4MRLy2Rv=
K1VDW8VkZjk6q__hXW8jLTZ82VBdbfN49M8MT1FGc8W6LVq_32m6_T6W4lLDWW70P2gwW8gvg44=
1zSZl-W2CXSTp17Rc1pW7LBXxT77R8tyW1qw09S5ThmHyW1w3cR57fpdC4W7s9_kQ5F69L_W8RF=
n7R87dPv7VGvLvt2ymNzkW6b6zdR33GG1LW95kdmq342nY-W4f793_6_mv_TN2_m7xr9SRwXW58=
9vp73wlRqqW2X9Krn3KcVW0W98rL1b6d1d4KN75dXlc9Lk-5V-K6_r5-QFVRN4njdK2t9cPCW7s=
41Sg4NwqwyVxtzzF3TC5NhW2TVFvZ7FLFtwVsZpNN3CSYbZW7Cc1X_2BwYR4VGd36N3Vny2VW60=
l1KJ1HN-w8W8lv8V-5-r1QFW8QSdhR7RGrfvW5HssZ234PB6KV7YXrP4_QQ1FV8FLFy1DnH0GW2=
qqyB_3pMHfZW34pbpB5-D2PSW8QFN3T364r1LW6F8V9K6f-PCsVxHKz53WHFn5f1L0l-W04" st=
yle=3D"color:#000000" data-hs-link-id=3D"0" data-hs-link-id-v2=3D"1O1+HZBt"=
 target=3D"_blank"><em>The Wall Street Journal</em></a>.&nbsp;</p>
</div>
</div></div></div></td></tr></tbody></table>
</div>
<!--[if gte mso 9]></table><![endif]-->
<!--[if (mso)|(IE)]></td><![endif]-->
    <!--[if (mso)|(IE)]></tr></table><![endif]-->
    </div>
  =20
  </div>
  <div id=3D"section_17721973583718" class=3D"hse-section" style=3D"padding=
-left:10px; padding-right:10px">
   =20
   =20
      <div class=3D"hse-column-container" style=3D"min-width:280px; max-wid=
th:600px; margin:0 auto; background-color:#ffffff; padding-bottom:10px" bgc=
olor=3D"#ffffff">
   =20
    <!--[if (mso)|(IE)]>
      <table align=3D"center" style=3D"width:600px;" cellpadding=3D"0" cell=
spacing=3D"0" role=3D"presentation" width=3D"600" bgcolor=3D"#ffffff">
      <tr style=3D"background-color:#ffffff;">
    <![endif]-->
    <!--[if (mso)|(IE)]>
  <td valign=3D"top" style=3D"width:600px;padding-bottom:10px;">
<![endif]-->
<!--[if gte mso 9]>
  <table role=3D"presentation" width=3D"600" cellpadding=3D"0" cellspacing=
=3D"0" style=3D"width:600px">
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"font-family:'Times New Roman', Times, serif; font-size:22px; color:#000000=
; word-break:break-word; padding:10px 20px"><div id=3D"hs_cos_wrapper_modul=
e_17721973583702" class=3D"hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrap=
per_type_module" style=3D"color: inherit; font-size: inherit; line-height: =
inherit;" data-hs-cos-general-type=3D"widget" data-hs-cos-type=3D"module"><=
table role=3D"none" border=3D"0" cellpadding=3D"0" cellspacing=3D"0" style=
=3D"vertical-align:top" width=3D"100%">
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if; color:#000000; font-size:0; word-break:break-word">
      <p style=3D"font-size:1px;border-top:4px solid #1d5693;width:100%;mar=
gin:0 auto;"></p>
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" cellspacing=3D"0" style=3D"font-size:1px;border-top:4px solid #1d5693;wid=
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nt-family:'Times New Roman', Times, serif; font-size:22px; color:#000000; w=
ord-break:break-word; padding:10px 20px"><div id=3D"hs_cos_wrapper_module_1=
7721973583703" class=3D"hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper=
_type_module" style=3D"color: inherit; font-size: inherit; line-height: inh=
erit;" data-hs-cos-general-type=3D"widget" data-hs-cos-type=3D"module"><div=
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s_wrapper_widget hs_cos_wrapper_type_rich_text" style=3D"color: inherit; fo=
nt-size: inherit; line-height: inherit;" data-hs-cos-general-type=3D"widget=
" data-hs-cos-type=3D"rich_text"><h2 style=3D"margin:0; font-family:'Times =
New Roman', Times, serif; color:#696969; font-size:12px; line-height:150%">=
<span style=3D"color: #1d5693; font-family: Arial, sans-serif;"><a href=3D"=
https://d2QWfV04.na1.hubspotlinks.com/Ctc/X+113/d2QWfV04/VVnNpg6nsWNKW5m7dp=
w2QRrGqW6cqVBw5L1vM2N2L_pzz3qn9qW7lCdLW6lZ3lcMF35r1L1nyQW5ghF7G7nBCZJW6Pzxx=
J8GmC9zW3V6YyH5qRp0cW7yBCj57q3Rc0W1k-J9J7NXp7nW6ZxQg36LlhSxW5FG61K4pcRRJW71=
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W4kSLDp1gyJyKV-BMvg7Ky0X0W2q39LT3p5G0jW1v-T_H60k-LPW80_8Xv6yq07xW8ngqkz3c2H=
fTW1hMFKC2rbmmKW3Dcgsq5HB3QfW44pM4v7hb5-LW51Rqn8196twKf3t1r5T04" style=3D"t=
ext-decoration:none; font-weight:bold; color:#1d5693" data-hs-link-id=3D"0"=
 data-hs-link-id-v2=3D"5k/XMxi5" target=3D"_blank">A MESSAGE FROM HEATMAP P=
RO</a></span></h2></div></div></td></tr></tbody></table>
<div id=3D"hs_cos_wrapper_module_17721973583704" class=3D"hs_cos_wrapper hs=
_cos_wrapper_widget hs_cos_wrapper_type_module" style=3D"color: inherit; fo=
nt-size: inherit; line-height: inherit;" data-hs-cos-general-type=3D"widget=
" data-hs-cos-type=3D"module"><table class=3D"hse-image-wrapper" role=3D"pr=
esentation" width=3D"100%" cellpadding=3D"0" cellspacing=3D"0">
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rd; text-align:center; padding:10px 20px; font-size:0px">
        <a href=3D"https://d2QWfV04.na1.hubspotlinks.com/Ctc/X+113/d2QWfV04=
/VVnNpg6nsWNKW5m7dpw2QRrGqW6cqVBw5L1vM2N2L_pzz3qn9qW7lCdLW6lZ3kzW92L03H1tn3=
tfW1QMmWW19Gz2rW9kqCny3Ht7LKW7XgpKd3GZxFZN1PqTXcCSw2NW6jSh9L76BrBvW3gsy4Y88=
Ps27N4SLP42VjT3NW2zBYYb8_BDL5W7mDmPj3Rgdf6W3qcMqW2z1_H9W4r5Wz150J-VrW9h-WP4=
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38pVcpPW3BVRxy1hBqJhW83TSWy2LH404VX0Xdp1DMDplW85qcdJ1dBHC7W1xfMnv7l2Y12f85-=
kQv04" target=3D"_blank" style=3D"color:#00a4bd" data-hs-link-id=3D"1" data=
-hs-link-id-v2=3D"hhkMe4al">
        <img alt=3D"No Solar 600x200" src=3D"https://hs-23917781.f.hubspote=
mail.net/hub/23917781/hubfs/No%20Solar%20600x200.jpg?width=3D1120&amp;upsca=
le=3Dtrue&amp;name=3DNo%20Solar%20600x200.jpg" style=3D"outline:none; text-=
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"100%" class=3D"" style=3D""><tbody><tr><td class=3D"hs_padded" style=3D"fo=
nt-family:'Times New Roman', Times, serif; font-size:22px; color:#000000; w=
ord-break:break-word; padding:10px 20px"><div id=3D"hs_cos_wrapper_module_1=
7721973583705" class=3D"hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper=
_type_module" style=3D"color: inherit; font-size: inherit; line-height: inh=
erit;" data-hs-cos-general-type=3D"widget" data-hs-cos-type=3D"module"><div=
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s_wrapper_widget hs_cos_wrapper_type_rich_text" style=3D"color: inherit; fo=
nt-size: inherit; line-height: inherit;" data-hs-cos-general-type=3D"widget=
" data-hs-cos-type=3D"rich_text"><p style=3D"font-size:18px; line-height:15=
0%"><span style=3D"font-family: Arial, sans-serif;"><a href=3D"https://d2QW=
fV04.na1.hubspotlinks.com/Ctc/X+113/d2QWfV04/VVnNpg6nsWNKW5m7dpw2QRrGqW6cqV=
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bRJB6QpXVW6sMXB23fTLmlW8Z5V6g5TdDr1W3YBXwl5NYc3XW26kxTf4yTxGdW50V3Dp80SX4tW=
7b0bkh7Tg65NW7-bqYj937B8XW4jgKFM5JhP87W754hmm3rrTkcW2nFlTw6Hy8htVm0cMJ4jKww=
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; text-decoration:none; font-weight:bold" data-hs-link-id=3D"2" data-hs-lin=
k-id-v2=3D"iSc/rORF" target=3D"_blank">Don=E2=80=99t Let This Happen to You=
r Project</a></span></p></div></div></td></tr></tbody></table>
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nt-family:'Times New Roman', Times, serif; font-size:22px; color:#000000; w=
ord-break:break-word; padding:0px 20px 10px"><div id=3D"hs_cos_wrapper_modu=
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s_cos_wrapper_widget hs_cos_wrapper_type_rich_text" style=3D"color: inherit=
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dget" data-hs-cos-type=3D"rich_text"><p style=3D"font-size:14px; line-heigh=
t:150%"><span style=3D"font-family: Arial, sans-serif;"><a href=3D"https://=
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000000; text-decoration:none" data-hs-link-id=3D"3" data-hs-link-id-v2=3D"b=
fF5VlKh" target=3D"_blank">Four years after being proposed, this solar farm=
 was canceled. Heatmap Pro helps identify the early warning signals that co=
nsistently predict where and why local opposition will emerge. <span style=
=3D"text-decoration: underline;"><strong>Book a demo</strong></span>.</a></=
span></p></div></div></td></tr></tbody></table>
  <table role=3D"presentation" cellpadding=3D"0" cellspacing=3D"0" width=3D=
"100%" class=3D"" style=3D""><tbody><tr><td class=3D"hs_padded" style=3D"fo=
nt-family:'Times New Roman', Times, serif; font-size:22px; color:#000000; w=
ord-break:break-word; padding:10px 20px"><div id=3D"hs_cos_wrapper_module_1=
7721973583707" class=3D"hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper=
_type_module" style=3D"color: inherit; font-size: inherit; line-height: inh=
erit;" data-hs-cos-general-type=3D"widget" data-hs-cos-type=3D"module"><tab=
le role=3D"none" border=3D"0" cellpadding=3D"0" cellspacing=3D"0" style=3D"=
vertical-align:top" width=3D"100%">
  <tbody><tr>
    <td align=3D"center" style=3D"font-family:'Times New Roman', Times, ser=
if; color:#000000; font-size:0; word-break:break-word">
      <p style=3D"font-size:1px;border-top:4px solid #1d5693;width:100%;mar=
gin:0 auto;"></p>
      <!--[if mso]>
        <table role=3D"none" align=3D"center" border=3D"0" cellpadding=3D"0=
" cellspacing=3D"0" style=3D"font-size:1px;border-top:4px solid #1d5693;wid=
th:560px;">
          <tr>
            <td style=3D"height:0;line-height:0">&nbsp;</td>
          </tr>
        </table>
      <![endif]-->
    </td>
  </tr>
</tbody></table></div></td></tr></tbody></table>
</div>
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    <!--[if (mso)|(IE)]></tr></table><![endif]-->
    </div>
  =20
  </div>
  <div id=3D"section_17549147556788" class=3D"hse-section" style=3D"padding=
-left:10px; padding-right:10px">
   =20
   =20
      <div class=3D"hse-column-container" style=3D"min-width:280px; max-wid=
th:600px; margin:0 auto; background-color:#ffffff; padding-bottom:10px" bgc=
olor=3D"#ffffff">
   =20
    <!--[if (mso)|(IE)]>
      <table align=3D"center" style=3D"width:600px;" cellpadding=3D"0" cell=
spacing=3D"0" role=3D"presentation" width=3D"600" bgcolor=3D"#ffffff">
      <tr style=3D"background-color:#ffffff;">
    <![endif]-->
    <!--[if (mso)|(IE)]>
  <td valign=3D"top" style=3D"width:600px;padding-bottom:10px;">
<![endif]-->
<!--[if gte mso 9]>
  <table role=3D"presentation" width=3D"600" cellpadding=3D"0" cellspacing=
=3D"0" style=3D"width:600px">
<![endif]-->
<div id=3D"column-1754914755678-0" class=3D"hse-column hse-size-12">
    <table role=3D"presentation" cellpadding=3D"0" cellspacing=3D"0" width=
=3D"100%" class=3D"" style=3D""><tbody><tr><td class=3D"hs_padded" style=3D=
"font-family:'Times New Roman', Times, serif; font-size:22px; color:#000000=
; word-break:break-word; padding:20px 20px 10px"><div id=3D"hs_cos_wrapper_=
module_17412689178444" class=3D"hs_cos_wrapper hs_cos_wrapper_widget hs_cos=
_wrapper_type_module" style=3D"color: inherit; font-size: inherit; line-hei=
ght: inherit;" data-hs-cos-general-type=3D"widget" data-hs-cos-type=3D"modu=
le"><div id=3D"hs_cos_wrapper_module_17412689178444_" class=3D"hs_cos_wrapp=
er hs_cos_wrapper_widget hs_cos_wrapper_type_rich_text" style=3D"color: inh=
erit; font-size: inherit; line-height: inherit;" data-hs-cos-general-type=
=3D"widget" data-hs-cos-type=3D"rich_text"><p style=3D"line-height:150%; fo=
nt-weight:bold">4. N<strong>ew York=E2=80=99s climate law will cost upstate=
rs twice as much as city people</strong></p></div></div></td></tr></tbody><=
/table>
  <table role=3D"presentation" cellpadding=3D"0" cellspacing=3D"0" width=3D=
"100%" class=3D"" style=3D""><tbody><tr><td class=3D"hs_padded" style=3D"fo=
nt-family:'Times New Roman', Times, serif; font-size:22px; color:#000000; w=
ord-break:break-word; padding:10px 20px 20px"><div id=3D"hs_cos_wrapper_mod=
ule_17412689339535" class=3D"hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wr=
apper_type_module" style=3D"color: inherit; font-size: inherit; line-height=
: inherit;" data-hs-cos-general-type=3D"widget" data-hs-cos-type=3D"module"=
><div id=3D"hs_cos_wrapper_module_17412689339535_" class=3D"hs_cos_wrapper =
hs_cos_wrapper_widget hs_cos_wrapper_type_rich_text" style=3D"color: inheri=
t; font-size: inherit; line-height: inherit;" data-hs-cos-general-type=3D"w=
idget" data-hs-cos-type=3D"rich_text"><div data-qa=3D"message-text" style=
=3D"line-height:150%">
<p style=3D"line-height:150%">New York=E2=80=99s rural-urban divide already=
 maps onto energy politics as tensions mount between the places with enough=
 land to build solar and wind farms and the metropolis with rising demand f=
or power from those panels and turbines. Keeping the state=E2=80=99s landma=
rk climate law in place and requiring New York to generate the vast majorit=
y of its power from renewables by 2040 may only widen the split. That=E2=80=
=99s the obvious takeaway from data from the New York State Energy Research=
 and Development Authority. In a memo sent Thursday to Governor Kathy Hochu=
l on the =E2=80=9Clikely costs of=E2=80=9D complying with the law as it sta=
nds, NYSERDA warned that the statute will increase the cost of heating oil =
and natural gas. Upstate households that depend on fossil fuels could face =
hikes =E2=80=9Cin excess of $4,000 a year,=E2=80=9D while New York City res=
idents would see annual costs spike by $2,300. =E2=80=9COnly a portion of t=
hese costs could be offset by current policy design,=E2=80=9D read the memo=
, a copy of which <em>City &amp; State</em> reporter <a href=3D"https://d2Q=
WfV04.na1.hubspotlinks.com/Ctc/X+113/d2QWfV04/VVnNpg6nsWNKW5m7dpw2QRrGqW6cq=
VBw5L1vM2N2L_pB83qn9qW8wLKSR6lZ3l7W5ZsybX4H0w4RW7FK-t722q6_CW35wrsc1c613JW4=
hRvkM58vwkFW83-MXp7cwLd9Vmjkh94lKKs1W3CJ4P65gkkzlW6ryYcK4sFJ30W94RjHN9lg5Ht=
W2FJzM15Tj5-xW3DgmC-1VclK4V_vGhs580p8DW8N7-Mk2bRSRZW8BnQvs6d4KKzW88w6zm18K6=
ysW7jnwYZ6Npv5YW6LzrPm17d0_GVnMq5k45hKh5W1GLPmW1QSKg7W6vNCMv19VZxwW3vbyh78L=
R_sLW4bF4cp4zcwZpW8qj-948wzNkXW2g7Cks55VWwnW5Tkywt3HcvK9W2PzySn1mgf5MW3tg0v=
n59q-jTW6PqV4z48vnXyf4Nd-XP04" style=3D"color:#000000" data-hs-link-id=3D"0=
" data-hs-link-id-v2=3D"VH0fFA2u" target=3D"_blank">Rebecca C. Lewis</a> po=
sted on X.&nbsp;</p>
</div></div></div></td></tr></tbody></table>
  <table role=3D"presentation" cellpadding=3D"0" cellspacing=3D"0" width=3D=
"100%" class=3D"" style=3D""><tbody><tr><td class=3D"hs_padded" style=3D"fo=
nt-family:'Times New Roman', Times, serif; font-size:22px; color:#000000; w=
ord-break:break-word; padding:10px 20px"><div id=3D"hs_cos_wrapper_module_1=
7658043840841" class=3D"hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper=
_type_module" style=3D"color: inherit; font-size: inherit; line-height: inh=
erit;" data-hs-cos-general-type=3D"widget" data-hs-cos-type=3D"module"><tab=
le role=3D"none" border=3D"0" cellpadding=3D"0" cellspacing=3D"0" style=3D"=
vertical-align:top" width=3D"100%">
  <tbody><tr>
    <td align=3D"center" style=3D"font-family:'Times New Roman', Times, ser=
if; color:#000000; font-size:0; word-break:break-word">
      <p style=3D"font-size:1px;border-top:6px solid #e6e6e6;width:100%;mar=
gin:0 auto;"></p>
      <!--[if mso]>
        <table role=3D"none" align=3D"center" border=3D"0" cellpadding=3D"0=
" cellspacing=3D"0" style=3D"font-size:1px;border-top:6px solid #e6e6e6;wid=
th:560px;">
          <tr>
            <td style=3D"height:0;line-height:0">&nbsp;</td>
          </tr>
        </table>
      <![endif]-->
    </td>
  </tr>
</tbody></table></div></td></tr></tbody></table>
  <table role=3D"presentation" cellpadding=3D"0" cellspacing=3D"0" width=3D=
"100%" class=3D"" style=3D""><tbody><tr><td class=3D"hs_padded" style=3D"fo=
nt-family:'Times New Roman', Times, serif; font-size:22px; color:#000000; w=
ord-break:break-word; padding:20px 20px 10px"><div id=3D"hs_cos_wrapper_mod=
ule_17168975037365" class=3D"hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wr=
apper_type_module" style=3D"color: inherit; font-size: inherit; line-height=
: inherit;" data-hs-cos-general-type=3D"widget" data-hs-cos-type=3D"module"=
><div id=3D"hs_cos_wrapper_module_17168975037365_" class=3D"hs_cos_wrapper =
hs_cos_wrapper_widget hs_cos_wrapper_type_rich_text" style=3D"color: inheri=
t; font-size: inherit; line-height: inherit;" data-hs-cos-general-type=3D"w=
idget" data-hs-cos-type=3D"rich_text"><p style=3D"line-height:150%; font-we=
ight:bold"><span style=3D"font-weight: bold;">5. </span><strong>Support for=
 data centers is nosediving</strong></p></div></div></td></tr></tbody></tab=
le>
  <table role=3D"presentation" cellpadding=3D"0" cellspacing=3D"0" width=3D=
"100%" class=3D"" style=3D""><tbody><tr><td class=3D"hs_padded" style=3D"fo=
nt-family:'Times New Roman', Times, serif; font-size:22px; color:#000000; w=
ord-break:break-word; padding:20px"><div id=3D"hs_cos_wrapper_module-3-0-7"=
 class=3D"hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" =
style=3D"color: inherit; font-size: inherit; line-height: inherit;" data-hs=
-cos-general-type=3D"widget" data-hs-cos-type=3D"module"><div id=3D"hs_cos_=
wrapper_module-3-0-7_" class=3D"hs_cos_wrapper hs_cos_wrapper_widget hs_cos=
_wrapper_type_rich_text" style=3D"color: inherit; font-size: inherit; line-=
height: inherit;" data-hs-cos-general-type=3D"widget" data-hs-cos-type=3D"r=
ich_text"><div aria-labelledby=3D"primary-D0960F0VALC-1771505317.455249-sen=
der primary-D0960F0VALC-1771505317.455249-message_text primary-D0960F0VALC-=
1771505317.455249-alt_text primary-D0960F0VALC-1771505317.455249-date_time =
primary-D0960F0VALC-1771505317.455249-reaction_count primary-D0960F0VALC-17=
71505317.455249-reply_count primary-D0960F0VALC-1771505317.455249-link_coun=
t primary-D0960F0VALC-1771505317.455249-attachment_count primary-D0960F0VAL=
C-1771505317.455249-has_draft_reply primary-D0960F0VALC-1771505317.455249-p=
inned_state primary-D0960F0VALC-1771505317.455249-edited_state primary-D096=
0F0VALC-1771505317.455249-later_state primary-D0960F0VALC-1771505317.455249=
-broadcast_state primary-D0960F0VALC-1771505317.455249-broadcast_thread_roo=
t_message primary-D0960F0VALC-1771505317.455249-translated_state" aria-sets=
ize=3D"-1" style=3D"line-height:150%">
<div data-hsprotectaria-roledescription=3D"message" style=3D"line-height:15=
0%">
<p style=3D"line-height:150%">Last fall, this publication=E2=80=99s energy =
intelligence unit Heatmap Pro commissioned a nationwide survey asking thous=
ands of American voters: =E2=80=9CWould you support or oppose a data center=
 being built near where you live?=E2=80=9D Net support came out to +2%, wit=
h 44% in support and 42% opposed. Earlier this month, the pollster Embold R=
esearch ran the exact same question by another 2,091 registered voters acro=
ss the country. The shift in the results, <a href=3D"https://d2QWfV04.na1.h=
ubspotlinks.com/Ctc/X+113/d2QWfV04/VVnNpg6nsWNKW5m7dpw2QRrGqW6cqVBw5L1vM2N2=
L_pBs3qn9qW95jsWP6lZ3kFW5_dPng16rwcyW1FCz-q6rbDlSW5zzCt532013kW3dWDyv775S50=
W960nb75tdSS0W8H2cX26gZhJlW6-Djsy5ZHgR6N77N1xMNfcPxV3PSjz5s3gnlW5YZzx_7H1Bj=
bVngrz32-yQ8jW6gQd2F9b5WK-W1h_BjV2Fjn7QW8ntx4V4VRtbnW16gbd_14ks7JW5XtZY78Jt=
KFPVTn5Gl1zgn0XW6GcMQD8k7BJmN2vcZqF_ZDH1W2HvQ6m74tNjJN6lTY1sZvJtJW95WPX_21Q=
VNYW4B5vX_1P6Ky8W44twKm64nf5CN4ssFQtQ2Kg-W1rgG8Y8Bddh0V8JSnC1FznnQW3kXLwy4F=
_CXsW34rSh58fkKBcW2M8lCM5rz4_3f4KD0Vz04" style=3D"color:#000000" data-hs-li=
nk-id=3D"0" data-hs-link-id-v2=3D"ZF2F/c57" target=3D"_blank">which I wrote=
 about here</a>, is staggering. This time just 28% said they would support =
or strongly support a data center that houses =E2=80=9Cservers that power t=
he internet, apps, and artificial intelligence=E2=80=9D in their neighborho=
od, while 52% said they would oppose or strongly oppose it. That=E2=80=99s =
a net support of -24% =E2=80=94 a 26-point drop in just a few months.</p>
<p style=3D"line-height:150%">&nbsp;</p>
<p style=3D"line-height:150%">Among the more interesting results was the fa=
ct that the biggest partisan gap was between rural and urban Republicans, w=
ith the latter showing greater support than any other faction. When I asked=
 Emmet Penney at the right-leaning Foundation for American Innovation to ma=
ke sense of that for me, he said data centers stoke a =E2=80=9Cfear of bign=
ess=E2=80=9D in a way that compares to past public attitudes on nuclear pow=
er.&nbsp;</p>
</div>
</div></div></div></td></tr></tbody></table>
</div>
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    <!--[if (mso)|(IE)]></tr></table><![endif]-->
    </div>
  =20
  </div>
  <div id=3D"section-4" class=3D"hse-section" style=3D"padding-left:10px; p=
adding-right:10px">
   =20
   =20
      <div class=3D"hse-column-container" style=3D"min-width:280px; max-wid=
th:600px; margin:0 auto; background-color:#ffffff" bgcolor=3D"#ffffff">
   =20
    <!--[if (mso)|(IE)]>
      <table align=3D"center" style=3D"width:600px;" cellpadding=3D"0" cell=
spacing=3D"0" role=3D"presentation" width=3D"600" bgcolor=3D"#ffffff">
      <tr style=3D"background-color:#ffffff;">
    <![endif]-->
    <!--[if (mso)|(IE)]>
  <td valign=3D"top" style=3D"width:600px;">
<![endif]-->
<!--[if gte mso 9]>
  <table role=3D"presentation" width=3D"600" cellpadding=3D"0" cellspacing=
=3D"0" style=3D"width:600px">
<![endif]-->
<div id=3D"column-4-0" class=3D"hse-column hse-size-12">
    <table role=3D"presentation" cellpadding=3D"0" cellspacing=3D"0" width=
=3D"100%" class=3D"" style=3D""><tbody><tr><td class=3D"hs_padded" style=3D=
"font-family:'Times New Roman', Times, serif; font-size:22px; color:#000000=
; word-break:break-word; padding:10px 20px"><div id=3D"hs_cos_wrapper_modul=
e-4-0-0" class=3D"hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_=
module" style=3D"color: inherit; font-size: inherit; line-height: inherit;"=
 data-hs-cos-general-type=3D"widget" data-hs-cos-type=3D"module"><table rol=
e=3D"none" border=3D"0" cellpadding=3D"0" cellspacing=3D"0" style=3D"vertic=
al-align:top" width=3D"100%">
  <tbody><tr>
    <td align=3D"center" style=3D"font-family:'Times New Roman', Times, ser=
if; color:#000000; font-size:0; word-break:break-word">
      <p style=3D"font-size:1px;border-top:4px solid #1c86f5;width:100%;mar=
gin:0 auto;"></p>
      <!--[if mso]>
        <table role=3D"none" align=3D"center" border=3D"0" cellpadding=3D"0=
" cellspacing=3D"0" style=3D"font-size:1px;border-top:4px solid #1c86f5;wid=
th:560px;">
          <tr>
            <td style=3D"height:0;line-height:0">&nbsp;</td>
          </tr>
        </table>
      <![endif]-->
    </td>
  </tr>
</tbody></table></div></td></tr></tbody></table>
  <table role=3D"presentation" cellpadding=3D"0" cellspacing=3D"0" width=3D=
"100%" class=3D"" style=3D""><tbody><tr><td class=3D"hs_padded" style=3D"fo=
nt-family:'Times New Roman', Times, serif; font-size:22px; color:#000000; w=
ord-break:break-word; padding:20px"><div id=3D"hs_cos_wrapper_module-4-0-1"=
 class=3D"hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" =
style=3D"color: inherit; font-size: inherit; line-height: inherit;" data-hs=
-cos-general-type=3D"widget" data-hs-cos-type=3D"module"><div id=3D"hs_cos_=
wrapper_module-4-0-1_" class=3D"hs_cos_wrapper hs_cos_wrapper_widget hs_cos=
_wrapper_type_rich_text" style=3D"color: inherit; font-size: inherit; line-=
height: inherit;" data-hs-cos-general-type=3D"widget" data-hs-cos-type=3D"r=
ich_text"><h1 style=3D"margin:0; font-family:Arial, sans-serif; font-size:2=
2px; line-height:150%">THE KICKER</h1></div></div></td></tr></tbody></table=
>
<div id=3D"hs_cos_wrapper_module_17721602525231" class=3D"hs_cos_wrapper hs=
_cos_wrapper_widget hs_cos_wrapper_type_module" style=3D"color: inherit; fo=
nt-size: inherit; line-height: inherit;" data-hs-cos-general-type=3D"widget=
" data-hs-cos-type=3D"module"><table class=3D"hse-image-wrapper" role=3D"pr=
esentation" width=3D"100%" cellpadding=3D"0" cellspacing=3D"0">
  <tbody>
    <tr>
      <td class=3D"hs_padded" align=3D"center" valign=3D"top" style=3D"font=
-family:'Times New Roman', Times, serif; color:#000000; word-break:break-wo=
rd; text-align:center; padding:10px 20px; font-size:0px">
        <img alt=3D"Screenshot 2026-02-26 at 21.34.16" src=3D"https://hs-23=
917781.f.hubspotemail.net/hub/23917781/hubfs/Screenshot%202026-02-26%20at%2=
021.34.16.png?width=3D1120&amp;upscale=3Dtrue&amp;name=3DScreenshot%202026-=
02-26%20at%2021.34.16.png" style=3D"outline:none; text-decoration:none; max=
-width:100%; font-size:16px" width=3D"560" align=3D"middle">
      </td>
    </tr>
  </tbody>
</table></div>
  <table role=3D"presentation" cellpadding=3D"0" cellspacing=3D"0" width=3D=
"100%" class=3D"" style=3D""><tbody><tr><td class=3D"hs_padded" style=3D"fo=
nt-family:'Times New Roman', Times, serif; font-size:22px; color:#000000; w=
ord-break:break-word; padding:10px 20px"><div id=3D"hs_cos_wrapper_module_1=
7528405697962" class=3D"hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper=
_type_module" style=3D"color: inherit; font-size: inherit; line-height: inh=
erit;" data-hs-cos-general-type=3D"widget" data-hs-cos-type=3D"module"><div=
 id=3D"hs_cos_wrapper_module_17528405697962_" class=3D"hs_cos_wrapper hs_co=
s_wrapper_widget hs_cos_wrapper_type_rich_text" style=3D"color: inherit; fo=
nt-size: inherit; line-height: inherit;" data-hs-cos-general-type=3D"widget=
" data-hs-cos-type=3D"rich_text"><p style=3D"text-align:right; font-size:12=
px; line-height:150%" align=3D"right">A Gulf coast pipeline boom.&nbsp; Pho=
to: EIA</p></div></div></td></tr></tbody></table>
  <table role=3D"presentation" cellpadding=3D"0" cellspacing=3D"0" width=3D=
"100%" class=3D"" style=3D""><tbody><tr><td class=3D"hs_padded" style=3D"fo=
nt-family:'Times New Roman', Times, serif; font-size:22px; color:#000000; w=
ord-break:break-word; padding:10px 20px"><div id=3D"hs_cos_wrapper_module_1=
7678798381002" class=3D"hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper=
_type_module" style=3D"color: inherit; font-size: inherit; line-height: inh=
erit;" data-hs-cos-general-type=3D"widget" data-hs-cos-type=3D"module"><div=
 id=3D"hs_cos_wrapper_module_17678798381002_" class=3D"hs_cos_wrapper hs_co=
s_wrapper_widget hs_cos_wrapper_type_rich_text" style=3D"color: inherit; fo=
nt-size: inherit; line-height: inherit;" data-hs-cos-general-type=3D"widget=
" data-hs-cos-type=3D"rich_text"><p style=3D"line-height:150%">Gas pipeline=
 construction absolutely boomed last year in one specific region of the U.S=
. <strong>Spanning Texas, Oklahoma, Kansas, Arkansas, Louisiana, Mississipp=
i, and Alabama, the so-called South Central bloc saw a dramatic spike in in=
trastate natural gas pipelines, more than all other regions combined</stron=
g>, per new Energy Information Administration <a href=3D"https://d2QWfV04.n=
a1.hubspotlinks.com/Ctc/X+113/d2QWfV04/VVnNpg6nsWNKW5m7dpw2QRrGqW6cqVBw5L1v=
M2N2L_pzT3qn9qW7Y8-PT6lZ3kxW57HWmh5vcMpmW8nMCLT40jrXMW95FB652qW2hNW8nvcpP18=
zRlQW7tFxVQ3PgzJyW64RFSG2DzTn4W6pfcNB4K4VNnW2z2TNw3SYqmTW7DydWr95SmKvW5YbJk=
p2rWYwFW2cDtyZ8TbzcDW6cjfSq3lPMMqW6cPKzk6r5tM-F2smfdgR8cVW38fnJK8bCxyzW8DJJ=
SB8yPyMLW7V8CPs3VtrtTW4mPLFn6x529YW2XHnHB6-mydvVGR3rW1_rhsVW1PNs0r1q5844W6L=
mFGZ90cKdCW6sv9Nq1R-XRZW3vXMV53N6YvxW25LcyD71hCr9W8j9MT72y7m03f42H9Md04" st=
yle=3D"color:#000000" data-hs-link-id=3D"0" data-hs-link-id-v2=3D"Tgyhy7UF"=
 target=3D"_blank">data</a>.<strong> </strong>It=E2=80=99s no mystery as to=
 why. The buildout of liquified natural gas export terminals along the Gulf=
 coast needs conduits to carry fuel from the fracking fields as far west as=
 the Texas Permian.</p></div></div></td></tr></tbody></table>
</div>
<!--[if gte mso 9]></table><![endif]-->
<!--[if (mso)|(IE)]></td><![endif]-->
    <!--[if (mso)|(IE)]></tr></table><![endif]-->
    </div>
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  </div>
  <div id=3D"section_17394601289044" class=3D"hse-section" style=3D"padding=
-left:10px; padding-right:10px">
   =20
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th:600px; margin:0 auto; background-color:#ffffff" bgcolor=3D"#ffffff">
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    <table role=3D"presentation" cellpadding=3D"0" cellspacing=3D"0" width=
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; word-break:break-word; padding:12px 20px"><div id=3D"hs_cos_wrapper_modul=
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if; color:#000000; font-size:0; word-break:break-word">
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gin:0 auto;"></p>
      <!--[if mso]>
        <table role=3D"none" align=3D"center" border=3D"0" cellpadding=3D"0=
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<p style=3D"line-height:150%"><span style=3D"font-family: Arial, sans-serif=
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