Return-Path: <1axbxsdqiwjc0dx66fbltunf4t75q8jmw1j0ya-alvarochf=traceseis.com@bf56x.hubspotemail.net> Delivered-To: alvarochf@traceseis.com Received: from cs510.bluehost.com by cs510.bluehost.com with LMTP id iEoKIzNCuWnj6w0AWiBQxw (envelope-from <1axbxsdqiwjc0dx66fbltunf4t75q8jmw1j0ya-alvarochf=traceseis.com@bf56x.hubspotemail.net>) for ; Tue, 17 Mar 2026 05:59:47 -0600 Return-path: <1axbxsdqiwjc0dx66fbltunf4t75q8jmw1j0ya-alvarochf=traceseis.com@bf56x.hubspotemail.net> Envelope-to: alvarochf@traceseis.com Delivery-date: Tue, 17 Mar 2026 05:59:47 -0600 Received: from bd77g5r.bf56x.hubspotemail.net ([143.244.94.13]:19441) by cs510.bluehost.com with esmtps (TLS1.2) tls TLS_ECDHE_RSA_WITH_AES_128_GCM_SHA256 (Exim 4.98.2) (envelope-from <1axbxsdqiwjc0dx66fbltunf4t75q8jmw1j0ya-alvarochf=traceseis.com@bf56x.hubspotemail.net>) id 1w2T5P-00000003q6p-1GwE for alvarochf@traceseis.com; Tue, 17 Mar 2026 05:59:47 -0600 Received: by 172.16.4.60 with SMTP id a0cgfhxxtp4xci4eftkfgc9lech1cm8ks2zigf2tz11; Tue, 17 Mar 2026 11:59:36 GMT DKIM-Signature: v=1; s=hs2; d=bf56x.hubspotemail.net; i=@bf56x.hubspotemail.net; h=sender:from:from:reply-to:to:to:cc:cc:subject:subject:list-unsubscribe:form-sub:feedback-id:list-unsubscribe-post; a=rsa-sha256; c=relaxed/relaxed; bh=Iq1DFgNIFEd2/upnBQ+vR53fYAUmohvYAxowGnqPmTs=; b=XALCit3R9GfQncHMvfhIjH0WicLuQwsBuVQvgXf7zRSyHxYDjQKcLouTA79/Bq UsFmqN/wTpT4nwxG2GfGHDdTHjjND9fIV2pnsu5OVEvT3N+FOy+zwR0QfGhL7wn wl9fMegZhaVV1N3bP9lPLNgDVy8eW15scOORxPxOXOHgP+LfDfmcXdCnRfexDTH E0pFjVxeCS61tjMwWXrwNe6e7LE2uvt59EjUxMVp+Bl43NaOTegybWcAmHbhHRI E4LNAvB4elIVQh1kSDhQnx/VFNHRt327jnNrndZ3ugli5qfQCKnJ/0E2uaNUhVF 64boN6eLFpcZ7deHLR2/5XJ57Pew==; q=dns/txt; t=1773748776; x=1774011576; DKIM-Signature: v=1; s=hs2-23917781; d=heatmap.news; i=@heatmap.news; h=sender:from:from:reply-to:to:to:cc:cc:subject:subject:list-unsubscribe:form-sub:feedback-id:list-unsubscribe-post; a=rsa-sha256; c=relaxed/relaxed; bh=Iq1DFgNIFEd2/upnBQ+vR53fYAUmohvYAxowGnqPmTs=; b=VXM+wXdjUJib8arAQuD/8uYRmBVw8RMnarCVMF6t6AwuxQfFPbX3caNnBiC1iT nKGIbf4WBDA7wlm3nJeZ/uhkp4BNYDd/+XGLZPqCI2FbehgRgfOz1D/GdPDAqmP KaCxBsaAjxKFcMrf6fNeB0NMOXb6/8uyzJXzWnZFpc3cYJ2r/TsaYYw6lSIPqIM 42M+nQC/kjLNGcJ5KIX48+oqORVm/N70KcOQnQSwqCzE92/noiT6GBpR9Eub/DY lpUk2IyyWErW7oX1dYZOpSkXUhE2L8nr9xYucvFFmTQK7h0jwnVBU7cLy2HG04a E1fxR6sjifHod4evS6Oq3a3KEItg==; q=dns/txt; t=1773748776; x=1774011576; X-HS-Cid: 1axe550asvlk6jmsdjw2isezra6pdj9sdf3vma List-Unsubscribe: , Date: Tue, 17 Mar 2026 07:59:36 -0400 From: Heatmap AM Reply-To: editors@heatmap.news To: alvarochf@traceseis.com Message-ID: <1773748739917.fa63b4ca-1d8f-424c-ba7b-580cf72eb10d@bf56x.hubspotemail.net> Subject: Hot Rock Bill Drops MIME-Version: 1.0 Content-Type: multipart/alternative; boundary="----=_Part_19108_2072537443.1773748776309" X-Report-Abuse-To: abuse@hubspot.com (see https://policy.hubspot.com/abuse-complaints) List-Unsubscribe-Post: List-Unsubscribe=One-Click Feedback-ID: aeoixc3:aig1vxtt:aidf:HubSpot ------=_Part_19108_2072537443.1773748776309 Content-Type: text/plain; charset=utf-8 Content-Transfer-Encoding: quoted-printable On Oklo=E2=80=99s NRC permit, a coal comeback, and NRDC=E2=80=99s nuclear c= onversion heatmapAM_logo_fullcolor_whitebg (https://d2QWfV04.na1.hubspotlinks.com/Ctc= /X+113/d2QWfV04/VXhkvx7nPH1RN2Qp7mYtBrn5VtG5yr5LL-BfN2QYvzF3pyd0W6N1vHY6lZ3= lHN73lFwKbk8BmW7XGXT-18k7NxW7bVGBn31FYb6W7CmfHv6vBLdgW8yDpdR1CX1nMW7zqSsX3M= FsBsW2F_ZLF5jPk-0W2r1V9h3L3c0YW9314Cv1CtN1gW81XLwT2b4DM0W3-7Jb68THKJFW5W1RW= 15TzRG0W99-QmK7xhdmdN2wwPQxY3Dr7W4MmmQK4tqsvxW9klbNJ8S5K9JW6WXxmX7wXgqFW94l= yyw8rv5NDW2SJL6w956jFjW5mPnYl8bjXVqW4VvH6s2HLV6pW3_BQlB4K743Df6g0gLT04 ) ALEXANDER C. KAUFMAN =E2=80=A2 MARCH 17, 2026 Current conditions: A megastorm is bombarding more than 200 million America= ns from the Midwest to the East Coast, blasting dozens of states with wind = speeds as high as 80 miles per hour =E2=80=A2 Eight states =E2=80=94 Alabam= a, Arkansas, Louisiana, Missouri, Oklahoma, Tennessee, and Texas =E2=80=94 = are bracing for sub-zero temperatures =E2=80=A2 It=E2=80=99s rainy and just= over 50 degrees Fahrenheit in Dublin, Ireland, for St. Patrick=E2=80=99s D= ay. THE TOP FIVE 1. Exclusive: New bipartisan geothermal bill would give the industry more f= ederal funding When someone writes the definitive history of the Biden-era Inflation Reduc= tion Act, one of the more ironic footnotes will be the fact that the breakt= hrough (https://d2QWfV04.na1.hubspotlinks.com/Ctc/X+113/d2QWfV04/VXhkvx7nPH= 1RN2Qp7mYtBrn5VtG5yr5LL-BfN2QYvz25n4LbW5BWr2F6lZ3nGW3Q8gjV8hN0Q7W2-gMZJ6C9P= cZW86N_mv2kfbS1W4G2YN47DQ09FTkV4j6d5c63W4KlYjm6yD2P9W4JRRbC80RgpYW1NPmjF4Nl= xMmVL0K8b3pbKKtW3GnZ3n2WM8r0W1Qv5xj5DWH6ZW8Q02p-7CBBYdW2rSMWZ4rdR1zW85210_9= 8cw7vW5HyqV-4-NHDZW4kZwP27kdrG_W2gZRyY5BYJ0BW1j0xPj6TyycpW47JJfX8VDqKDN2w2p= FFcvsQ-V4nbD07nPtr2W2TcTZk1pZhpsW18K6s751YLVvW1_gWyP12ghVhVSd3Cq1Fh1cHN37Ym= q5z8t8xW3pkT551ntGngW6fmvXD10vXQKW5CwrKF4ZQQtVW7CZfxv6Np14nVSXVd63l8q1RW3SQ= hrf8_0JjVN3WcW8RqgVWGW489Fqf6dWfG_f15TZxR04 ) that gave rise to a new era f= or geothermal energy came 11 months after the law passed. As a result, geot= hermal was little more than a rounding error in the bill, receiving relativ= ely little support compared to the billions of dollars allocated for next-g= eneration nuclear power. Like nuclear power, geothermal is carbon-free, run= s 24/7, and loved by both climate hawk Democrats and energy hawk Republican= s. That=E2=80=99s exactly what=E2=80=99s behind a new bill to bolster the i= ndustry. Legislation set to be introduced in the Senate would boost federal= funding and research for geothermal power, I can report exclusively in thi= s newsletter. On Tuesday, Senators John Hickenlooper, the Democrat from Col= orado, and Steve Daines, the Montana Republican, plan to propose the GEO Po= wer Act to authorize the Department of Energy to =E2=80=9Cmove beyond limit= ed-scale pilots and unlock the large-scale geothermal electricity generatio= n needed to meet surging demand and drive down costs,=E2=80=9D according to= the senators=E2=80=99 description of the bill. If passed, the GEO Power Ac= t would allow the Energy Department to offer =E2=80=9Cinnovative financing = approaches=E2=80=9D to help build up the industry in areas with little exis= ting geothermal power. The bill would also =E2=80=9Cgenerate public data to= de-risk future geothermal projects=E2=80=9D and set milestones to make sur= e companies that receive funding maintain fiscal accountability. Two of the= industry=E2=80=99s top trade groups, Geothermal Rising Action and the Enha= nced Geothermal Systems Deployment Coalition, backed the bill, as did compa= nies such as Fervo, Eavor, XGS Energy, and Quaise Energy. =E2=80=9CWe=E2=80= =99re on the verge of harnessing a new wave of geothermal energy to meet su= rging electricity demand, lower prices, and address the climate crisis,=E2= =80=9D Hickenlooper said in a statement. =E2=80=9CThe key will be in scalin= g up new, next-generation geothermal projects across the country.=E2=80=9D Enhanced geothermal, a specific subset (https://d2QWfV04.na1.hubspotlinks.c= om/Ctc/X+113/d2QWfV04/VXhkvx7nPH1RN2Qp7mYtBrn5VtG5yr5LL-BfN2QYvBd3pyd0W7Y8-= PT6lZ3lTVfSWLT1zW2QXN3MTg0WxjlCzW3pvchL6DjKgPW33Cjh56zhSy4W3KZsT345ThSXW2Z_= chL2VtKypW6qYfH94MHjNJW8bFc_C6zT1b3N6hV59pnJ461W1Mk-kh4P8gqcVRFj9f1qbV76W3Y= lXhJ7rM9sjW8d59RD60JfnWW7wJjCh3-vBQfV-DfqM3Pydk9W5Jx2V72fp7fKW6grT-f5mFpYfW= 3vNGv82QsTvrW8dTffZ1mSx_6W4chj0P2ZlPlyW84LSgL6RrvW1W5--7Wv4hgt12W7gpv403mVB= 2LN1PfKbQKcZ1lW2_HcC03gH3J1N4cpjWG3zNVwf7z2MdM04 ) of next-generation techn= ologies, could actually come online fairly quickly, too. New research (http= s://d2QWfV04.na1.hubspotlinks.com/Ctc/X+113/d2QWfV04/VXhkvx7nPH1RN2Qp7mYtBr= n5VtG5yr5LL-BfN2QYvBx3pyd0W8wLKSR6lZ3mpW49Dq_f63Zr87W5799dv2Fz2BTW3FNlq265b= vZDW79CcZm1vBLTpW3Sk80m1zqYGWVg2H449hc6ydN6sxY6lNJ7LfVLgrHL2rqywZW7THWFw7hx= 3WDW4m8Kn35NqdKPW7g-b727WS2L6V6HJnk243kh5W1l_n3S8gNjfhN5PJC9y2j_FxW7Nb0ZX8d= wG0kW7N2jqN3mk3ClW5mJJYb8NpYPRW7TrK1y4k0f54W1YPC-36ZcsFmW2mDF-B65fqFdW3Gvw0= Q2_SMP-W8fFwkr4TPXNrW6m3sxd29VBMnW3vsKtl3QK-X4VRTjRr5Ntv2GW8Z74WT833WjfW31s= hD863C0bVW1gVCm25MVTP4dVW6Ws04 ) by the Center for Public Enterprise, a thi= nk tank that tracks effective government spending on energy, suggests that = a commercial-scale project of up to 500 megawatts could enter into commerci= al production within 36 to 52 months of active development, =E2=80=9Cwith a= conservative planning horizon of three to six years from project initiatio= n to in-service,=E2=80=9D assuming developers can secure necessary permits = and transmission. That timeline =E2=80=9Ccan be compressed even further, to= less than three years, if a sufficient number of drill rigs and crews are = available.=E2=80=9D 2. Exclusive: Oklo receives it first NRC license Oklo has received its first license from the Nuclear Regulatory Commission,= allowing the nuclear startup to begin producing and selling isotopes =E2= =80=9Cacross medicine, research, advanced manufacturing, and national secur= ity,=E2=80=9D I can exclusively report in this newsletter. The approval mak= es the California-based company the first of the cohort of fourth-generatio= n reactor startups whose technologies use coolants other than water to get = the green light to start up a commercial operation of any kind. Once operat= ional, it will also allow Oklo to begin generating revenue for the first ti= me. The NRC has given out permits to rival fourth-generation companies only= for construction activities. The Bill Gates-backed TerraPower, for instanc= e, was granted permission just this month (https://d2QWfV04.na1.hubspotlink= s.com/Ctc/X+113/d2QWfV04/VXhkvx7nPH1RN2Qp7mYtBrn5VtG5yr5LL-BfN2QYvzY3pyd0W7= lCdLW6lZ3l3W4FPjdG1wGwKPW3m1SwY3JswVQV8TLw18X0HVwN1T7WCK1J21QW6Vvb913tZrs7W= 1F94zK2jpqG2W13n7117Cv_P6W8SGmfc49G5kfW7WtqBH7jHBCwW4FjvkR78l4HJW1XynWR1S8c= jFW8VFqh_80VFnMV9B6-74GDV06W8vJ3cj6t_--LVydbks7WMLMwW77YSVp9kwNPVN1bCGlsLsR= 0HW4PbbBK92KkSBW5D5M3Z5V8RyQW74G1qy3Pbm3CW5bmV0M4c1d_ZW6KwNtj1dSyk0W7Gm-7B9= 5qPY0W7qtb9v179h3Pf3HrwV204 ) to begin construction on its first commercial= power plant in Wyoming, as was the Google-backed Kairos Power for its demo= nstration facility in Oak Ridge, Tennessee. The permit for the facility, dubbed Atomic Alchemy and located at the Idaho= Radiochemistry Laboratory, authorizes the company to =E2=80=9Creceive, pos= sess, use, store, and conduct=E2=80=9D chemical and mechanical processing, = packing, manufacturing, and distribution of a limited amount of Radium-226,= which is used to make advanced cancer treatments, in addition to a handful= of other isotopes. =E2=80=9CDemand for critical isotopes is rising, but U.= S. supply remains limited,=E2=80=9D Jacob DeWitte, Oklo=E2=80=99s chief exe= cutive and co-founder, said in a statement. =E2=80=9CThis work helps create= a more resilient and dependable domestic supply chain of isotopes and supp= orts the transition from early operations to durable, commercial isotope pr= oduction in the United States.=E2=80=9D The license grants the company a fo= othold in one of its core businesses. On top of designing liquid sodium-coo= led microreactors the startup plans to own and operate for electricity prod= uction, Oklo is building out a division to reprocess and recycle nuclear wa= ste into fresh fuel for its power plants. That business, too, would involve= extracting and selling high-priced medical isotopes from spent fuel, and A= tomic Alchemy lays the groundwork for that future effort. To construct this= debut facility, Oklo plans to build four non-power Versatile Isotope Produ= ction Reactors systems with a capacity of about 15 megawatts-thermal each. 3. The U.S. is planning its first new coal power plant in Alaska in 13 year= s The United States could get its first new coal-fired power plant since 2013= as part of a sweeping $56 billion deal the Trump administration announced = (https://d2QWfV04.na1.hubspotlinks.com/Ctc/X+113/d2QWfV04/VXhkvx7nPH1RN2Qp7= mYtBrn5VtG5yr5LL-BfN2QYvz25n4LbW5BWr2F6lZ3ptW1wk2p28xhlKXW8q0h0Z6k9LVtW7tkN= _n94d611W4sDvHs4slsYvW3-YrvQ8ZqrJqW60J1-P6wq4qBW8MjcB57L51T9W3SY8T98tjcN0W5= 0B5zF3GZqp7W2v_XBd6ts8F9W2-xxdv28zrkQW8hBNCP6BlRJXW5_K5Qd5nv41YW6GRdqK3xYTR= kW7fZSZ44Lm4d0W1ZZKn47zwp6lW3D4q1m8qwVpvW13M1s74LjbH-W1KQ-FN3p7hN4W4Wv5nQ7C= 8zPLW4Wpmw83TZ8cXW6hGlZ_2B9HJxW8xDc_H4Flw3YW28L_203WrLvDW7Z98-g48sXyJW2nGNH= R8N0zvYW2RzTdw3TzVCmVjqQf53s1nXbW3vCKxW1CWmGVW4JpQ3h5MNZMzVDfH7Z3pdqPzW74J9= -y8mx5DQW7gyp8q8_pr72W44YZb9389SCDf27pNTC04 ) Monday with 17 Indo-Pacific c= ountries. Terra Energy Center reached a $1 billion deal with South Korea=E2= =80=99s Hyundai Industries Power Systems to supply large-scale boilers for = a new, more than 1.2-gigawatt coal plant in Alaska. It=E2=80=99s the first = order for utility-scale coal boilers in the U.S. since about 2006. KOREIT, = one of Korea=E2=80=99s largest private equity firms focused on infrastructu= re, pledged to make a $500 million equity investment in the Terra Energy Ce= nter project. Coal use has collapsed in the U.S. over the past two decades as hydraulic f= racturing, or fracking, made natural gas cheap and abundant, the prices of = renewables and batteries dropped, and decarbonization policies encouraged t= he closure of existing stations. Today coal generates about 16% of America= =E2=80=99s electricity. But President Donald Trump has sought to stimulate = demand for coal by forcing retiring plants (https://d2QWfV04.na1.hubspotlin= ks.com/Ctc/X+113/d2QWfV04/VXhkvx7nPH1RN2Qp7mYtBrn5VtG5yr5LL-BfN2QYvzY3pyd0W= 7lCdLW6lZ3nJN45_5t7nDTKkW8g_xt83BMd55W4JH0B43XCkxyW97Fb3R3gRDf4N3CYH6kTqB5t= W895gjl8_0fx7W58P1FP8TwJXkW39fgGn2RlDDnThK3J6pCbHfW4Tq71043Bf_SW8gt8S94l-mB= HW6YvsPG2qt2JRW3xJkQ45y2JwPW6MFF6T3rkp_4W4SDx6v2NChPpW6S4VDh5ZCWmNW84hhVg4D= RPkLW48RB463SKRRlW56kmVr447nskW7vK-4352LchCN2H_QJZ8QtLgW2Jh4yR8mvGBRW4cX5Dr= 1HftY6Vh0gmb7VTn_Mf8DkC4004 ) across the country to remain open past their = closure deadlines and easing regulations such as limits on mercury emission= s (https://d2QWfV04.na1.hubspotlinks.com/Ctc/X+113/d2QWfV04/VXhkvx7nPH1RN2Q= p7mYtBrn5VtG5yr5LL-BfN2QYvzY3pyd0W7lCdLW6lZ3pKN5Tj5Pkg5Y0nW7p8rmY5lJ3LsW2c_= 1NH1xhK2mW418_Pw5VQlqCW6zTqmh9khlg1W8zySq_7D7JDnW7KKm-L5hGTklW1LXdRg6Wx57nW= 8Gyy5w1j_LjBW7C-GML3C63CDVpRSX06hZtrRW6M08hc8Gq4xSW1dqNRs98L2N1W6dP-9H1hZQv= qN81sxC-jD0XYW6kkWhQ2_1xSzW71ztDd7FJl3CW7KCT2N3__-KJW8MVzsD3BfQCVW2R77dK6Wt= m7cW92_J6262bZf_W5gVW-t7k1dZ6W44cqX08LH6GvN45Nm1FdD8hgf76T4Kx04 ) from exis= ting stations. The policies have delivered mixed results. Coal use has rece= ntly seen spikes (https://d2QWfV04.na1.hubspotlinks.com/Ctc/X+113/d2QWfV04/= VXhkvx7nPH1RN2Qp7mYtBrn5VtG5yr5LL-BfN2QYvzY3pyd0W7lCdLW6lZ3npW8SF86Q15kN4RW= 1n4XSh2ZDMy1W75fCvc7ywMjDVrJXsj3_-XFVW2qmtgK5qn2Y6N2zvydfQFlfrV_yP5s7R4sR1W= 8xgyv28wy2XYVlVnHG1nTzHDW1TXc9k6vFyNyW4gb4zK4KjLk1N2yQVdkTrlptW4nBDgr6rQ0T_= W13-m1T2G-k-ZW2V-c912VZJGsW1HB59w38qDM3W8TCk4V1Lb_sYW5BRhLl29N11WW28bWbX6m5= 9YGW4RLB9X939hvYVpRJMV4bVd_9W35xB5B2ZJdKzW1wpjLL28bTCpW6HC9XS1Y46_Sf4YLRjM0= 4 ) . But states such as Washington are finding loopholes, as Heatmap=E2=80= =99s Emily Pontecorvo reported (https://d2QWfV04.na1.hubspotlinks.com/Ctc/X= +113/d2QWfV04/VXhkvx7nPH1RN2Qp7mYtBrn5VtG5yr5LL-BfN2QYvzY3pyd0W7lCdLW6lZ3kG= W4krxQG3x_Kt5W8M9hCR8yPLMcW533dj11dl1mlW24Pryn4Hxy7tW1Fjm5954lkxdW1ly5rH8Pn= vkPW8FjB558-_tKdW7KWBR-8Rl_3_N7SpHqgkrRYtMngjwmvkjRTN2R5x482fy0FW3rsqZd1r-X= M7W72mtV23d0H9TV_rtFY66d93QW2xGx0V1PycmDV1mpJ6813n4-W6bf3mT1kT3-QW3s6zF110z= J5LW3qgYFG20hx4LN6KMdPqw4ylbW8d5_PQ9l6q9RW4QH7cB3pG-94W1Kj3kq221NCNW5hK0WY3= tpKlmf2QW1BF04 ) . Either way, as Heatmap=E2=80=99s Matthew Zeitlin wrote (= https://d2QWfV04.na1.hubspotlinks.com/Ctc/X+113/d2QWfV04/VXhkvx7nPH1RN2Qp7m= YtBrn5VtG5yr5LL-BfN2QYvzY3pyd0W7lCdLW6lZ3lFW4MfHCq2q7RwnW1yzW1F1dzZx6MLGyCm= 4MYF_W7mf28d4-xDzhN3fMvkvYgZCMW19PSjq7QY1p6W8vZRr95WsklZW2SPZMR5p6JlBW5j28N= x22tYXcW64nm1r3q69-qW27R3Kr8pGy6ZN7zBZz18scWgW7WrWrL975PMsW2TsvQt6r3NbmW4G3= mGf5xmyLWW6HnlZj137L9-W2w3rtT5CQxwfW17044Z1rhMtrW1XzM4G95nPZCN5yGXYXST1-CW5= V9hWT6Lb49kW7Lw71B6d_B1XN1sQ0lHByNmFW83RnRQ3Rjw4gf1LTPzH04 ) last year, coa= l plants just keep breaking down. 4. In a bid for permitting reform, Trump declines to appeal offshore wind r= uling The Trump administration declined to appeal a federal court ruling (https:/= /d2QWfV04.na1.hubspotlinks.com/Ctc/X+113/d2QWfV04/VXhkvx7nPH1RN2Qp7mYtBrn5V= tG5yr5LL-BfN2QYvBd3pyd0W7Y8-PT6lZ3nBW3tCT505Fx0J-W22bG7v45sQ_1VL9srP5Fw3MZW= 8bXLrz34G_8tW2rYlk242VYgWW2f3C2C8Y6nMwW4ZnxK-88DcGVW2gdWGY8kP1l_W7M7njC4Q_w= 3XW7zhpl38cmZNNW4kztNQ5VKCrZVg1f3k62zWhPW4R1ZSV2zjGbgN49bPVsvRQpxW4tZk-78Hf= hyPW2PL-JK43kGb5W338VXL7hJ8WjW5KRlK77SmCBqW2xzdQ883zsGZW8B01Fx4JBpZmW54Fc5h= 67Q25lVBDXyB3Np8ybW2mVT144NPPf7W7hlStK8RMd67W2yTNyG5-X9xVW8qNbpn3dJ4pgf1zhZ= tK04 ) in favor of the offshore wind project that, as I wrote yesterday (ht= tps://d2QWfV04.na1.hubspotlinks.com/Ctc/X+113/d2QWfV04/VXhkvx7nPH1RN2Qp7mYt= Brn5VtG5yr5LL-BfN2QYvzY3pyd0W7lCdLW6lZ3pMW9kP8QH71Q7L3W3Hm3GK8nH9ScW4xR4r14= wrvdGW8486-c7QRc0gW6XN7Vv8RyqxVN94YXkQKsVs9W3mgzvL6bPMtbW3b2B-z6wC1SlN7W8hZ= VfcFmqMKb2SMzYwhrW92wnmQ5QRBVFW3ynBqc7BcdJwW8m1LT325Bj7FW8pNHLc1sQPR_W793Z4= r2LrNddW3-8jFY5CbKphW8K_7-23TNG0pN74CfdsPCJhHW8s5FnK2HRmggW3qYq_L64TSdQVTL6= 6c4Mj25LW1nJzHF7lCJ3fW1br4_89krmNKW5f7YLt25SB-Ff2vG30R04 ) , came online th= is week off the coast of Rhode Island. Last week, the Department of Justice= whiffed on filing an appeal before the deadline to challenge a federal jud= ge's injunction blocking a Department of the Interior order meant to stop c= onstruction on Revolution Wind over national security concerns. E&E News (https://d2QWfV04.na1.hubspotlinks.com/Ctc/X+113/d2QWfV04/VXhkvx7n= PH1RN2Qp7mYtBrn5VtG5yr5LL-BfN2QYvz25n4LbW5BWr2F6lZ3pYW1mQWb66LbT2xW83cKDV3N= YsmnW7YpWP46SfPNQW6GrBsj1xQvZsW8sz81S2Jbz5FW5rss_B6WVJN1W3J2zp36QpgwmW54tQP= 41RRKDGW3Qn5_76Qx9dmW20dS_N1SPb-jW6BQ4WM8Zw1sPW450gsw67sdcrW2HzzCw7Qv8HNVQK= vdN7Z5t08W1rBzDx4nQFpxW2V963X9krhsqW2xWqHT52QlmQW6RKv-066zpRjW7r-Vpk7-3YqzW= 5QR3bC4Nx83yVWM0zF7JgRmdW7tBWXR5gWkLdW8grQxB4N6KfqW2VCTfz230lttW9dm_pX40w2j= WW85tM6R23n0qwW2Kyqcq3W7wngW26V4VM85RF_TVn4bZz137FwyW6mR7H84nbSl0W1PdNsb1Fz= drYW75S4Zs5mHJBCW4-SHHH2lFlPyW7sp_d78pDHv8d5whyT04 ) called the move =E2=80= =9Ca potential sign of the importance of bipartisan permitting negotiations= .=E2=80=9D In December, the top climate hawks in the Senate told Heatmap=E2= =80=99s Jael Holzman (https://d2QWfV04.na1.hubspotlinks.com/Ctc/X+113/d2QWf= V04/VXhkvx7nPH1RN2Qp7mYtBrn5VtG5yr5LL-BfN2QYvBx3pyd0W8wLKSR6lZ3nLW7sRYXm3P-= HXvW2ZjXBD8d26zVW7Ym_0p8D061gW3Gn7jg7sKMtZN10yppfr-N8nW91XBTF7d4xgVW5z6gRP1= jD1qSW6P45CR5Q4dG2W8hDfKT2D2vvfW6byZJ63mGGwXN7tW31Ndw5JVN4s4mzLgYb03W13wr02= 1fxF7GV8Nc_x2ZThL0W6rWy466yQd7qMXdxD_zlc_zW8g8D6d5kwD4bW95JPLr1tjF2vW6B-g6D= 8sDwHMW4hLsw85jh4zVW6gVN763wM74vV49TRG7YLbLHW8zWpcz92Rm3ZW4rzBXc7qhxZCW3YqM= ll6X70TmW6xGptP1L2T78W320z-l2zsnmlW93CZSk6ktklVf8j-pZP04 ) that their votes= on permitting reform hinged on the legislation barring the Trump administr= ation from continuing its assault on offshore wind and solar. When the SPEE= D Act passed (https://d2QWfV04.na1.hubspotlinks.com/Ctc/X+113/d2QWfV04/VXhk= vx7nPH1RN2Qp7mYtBrn5VtG5yr5LL-BfN2QYvBd3pyd0W7Y8-PT6lZ3l0W8HB-RJ892xn5W6d7R= 5p8bddyJW5-mY405zD23nW89Xdx-1jfCpHN290j_5HMqv-W8MfG4J6Y_rTmW42j-Hb7y9Jk1W4J= f5M251hzSFW6nfByT1_NmWCW4lfP-K4RTK-nW7_ZXvj4q14Z6M4dStzJbNNSW2Bl3WZ8M999ZVr= 0Qm-4CPTz9N2S5RPQVtp2YW7HSTyx6cfBX1W1lFz7L8d4G9LW5wTkxk6P-sWvW192Lwx4ZD5HqW= 7w2rtw5fblszN8HKXZW5fXfVN45WDDQ8-2tFN1qtF86gKLxxW1zVPY56YRH01W21JRdr4lYVbVW= 5ND_9v4dXvD4f4yqCy204 ) in the House later that month, right-wing Republica= ns conditioned their support on a carve-out specifically granting Trump the= power to go after renewables. A new bipartisan bill introduced (https://d2= QWfV04.na1.hubspotlinks.com/Ctc/X+113/d2QWfV04/VXhkvx7nPH1RN2Qp7mYtBrn5VtG5= yr5LL-BfN2QYvzY3pyd0W7lCdLW6lZ3mSW985ppZ1kRWHzW4PKDx256KJTMW3YlZ9-4Nhm9DW82= xCzF1hhHSBW2B0yNN3xf2d9W6dRtqt24TDBSW2s5LMX4MVS8qVnptgS1TmD_rW4WYKjP3JJD_bW= 8L_T525vS_dLW7SZMWD53Dh-dVC290Z31dd0KW6stM_H2DRMLQN4YT8C9YYmBhW7-8vjG1ypJs0= W7Kbd_035TPh5W5P5-zp1dCVBNW80TQPX1qfQ0-W4Dm0d61PSrSSW991kns9dVCVJW213V102Js= TymW2C4lJW55x9Z0W88R7RM7h8ZpsW1JBJ366sBcQMf4cl_n-04 ) last month, called th= e FREEDOM Act, rekindled those negotiations by specifically barring the exe= cutive branch from yanking already-granted permits, whether it=E2=80=99s an= offshore wind farm or an oil pipeline. 5. Anti-nuclear NRDC backs the restart of Iowa=E2=80=99s lone closed plant An anti-nuclear protest in California in June 1979. Photo: Getty Images/Bob= Riha, Jr. The Natural Resources Defense Council cut its teeth (https://d2QWfV04.na1.h= ubspotlinks.com/Ctc/X+113/d2QWfV04/VXhkvx7nPH1RN2Qp7mYtBrn5VtG5yr5LL-BfN2QY= vBd3pyd0W7Y8-PT6lZ3lcW7M_C7135WxLhW6J327y3yj52DW750yZQ5FDsPNW1-yjBs8Jff-YW8= ZP8F52fhC--W8szG3M7kkKlwW6NLQmR6dy31VW3TKF6_2fcdbXW6RT_Tc673TQsW8zNGF73gyn0= ZW8fQ3G38nbRScN6CXlm5L0jqgW8MydBH7rWGhMW7JQfqD8vhgX8N2QxjFdk1qBxW9ljGqk3PRj= zdW5VRdh0887MQ7W3vvLmZ7cNgPfW3_qCGD4f0q_nW8mKKcB5KpNtHW5QP3bh5_wfCnW6f9QDp1= 2bD7PVqDFcV8YWMZ6W8B-P6K3Lgq42W5Y-d9y7rcHv3W2CbMqW7pQgNVf6GvMv404 ) fightin= g against the expansion of nuclear power. Now the storied conservation grou= p has come out in support of atomic energy for the first time. The NRDC fil= ed comments in support of restarting Iowa=E2=80=99s defunct Duane Arnold nu= clear plant, the state=E2=80=99s only atomic power station, which closed in= 2020. =E2=80=9CThis is unprecedented for us because it marks the first tim= e in our history that we have taken action in support of an individual nucl= ear power plant,=E2=80=9D Manish Bapna, president and chief executive of NR= DC, told Axios (https://d2QWfV04.na1.hubspotlinks.com/Ctc/X+113/d2QWfV04/VX= hkvx7nPH1RN2Qp7mYtBrn5VtG5yr5LL-BfN2QYvBx3pyd0W8wLKSR6lZ3pvW2_JtKg1FrzJKW3k= PFSB53LPnYW4KhP9S14g5CdW93SPk67FXH8-W9jK0Qv2x1-_KW2H9TVC2t6whhW7fSJy636Pf8w= W8M9wNf8QDpjrW6DP0-w8VNFmmW2WtZGG2tpWC_W8fddSm85Ld0ZW15dgLR2SNKY4N6JM6nL2W3= hvW4L1CGf5zhcrQW8kqr5b1LNP5FW5c53Pw3xNhSrW1LxjrY7yvjWVW98RXYp1n22GRVMVS7w5j= TvFnW26fjg-5W2BTmW8kwRwb1kv1hDW4ZhYtR3kG8PyW4ChZhx8-HWFKW3C6cR77KryvzW3M0Ws= x2qqDNjW9bR09x32GQRHW5H_pY28Pw0mzW8HyWHH4BCHHSf2p12xM04 ) . The move comes just days after the Nuclear Regulatory Commission took its l= atest step to speed up approvals of new reactors. The rule proposed last we= ek would set fixed, accountable fee caps for new and current licensees and = reduce fees for prospective applicants. =E2=80=9CWe need to cultivate accou= ntability internally, incentivize applicants, and lower barriers for new te= chnologies,=E2=80=9D NRC Chairman Ho Nieh said in a statement (https://d2QW= fV04.na1.hubspotlinks.com/Ctc/X+113/d2QWfV04/VXhkvx7nPH1RN2Qp7mYtBrn5VtG5yr= 5LL-BfN2QYvBx3pyd0W8wLKSR6lZ3lKVdGdGh2wNyRbW9jQtB455PcjqW93fkmy7sSfk4N12gbj= XmwjnfW6K3vBs4GxpxYN6Zr_-CjH7vwW4XF66K55CM3_N6Q03D-ZPRrbW6wQys_21H00GW7ZCpZ= s2wJn_RW6V0cw11Y00ldW71S_fh6rjKj5W97Kd7Y43yJMDW8G7cx7670WH-W95wX6558wG0HW7f= wbTN5rWGWyW6DDPz62J1K3qN6JB1W1J8M-GW6z24KF5hqzdWVgG6X84xQzQ6W5XsNXP1K5f4GW1= BygKs4V59YYW8Kqrck1t39TLW5yBgd974KgcJW21PKf632WPMjVBCpQM4DcsGHW8bS1gC4BW_Cx= W3qjpPR443D2Yf8bW04804 ) . =E2=80=9CThis rule supports innovation and align= s with the NRC=E2=80=99s principles of efficiency and reliability.=E2=80=9D THE KICKER Nevada=E2=80=99s biggest utility is putting off launching a new rate struct= ure that critics warn could raise household electricity costs by changing t= he billing formula. State regulators gave NV Energy permission last year to= charge customers in southern Nevada on the 15-minute period each day when = they use electricity the most rather than tallying up total usage. The new = charge was set to come into effect on April 1. But NV Energy told E&E News = (https://d2QWfV04.na1.hubspotlinks.com/Ctc/X+113/d2QWfV04/VXhkvx7nPH1RN2Qp7= mYtBrn5VtG5yr5LL-BfN2QYvyM5n4LbW50kH_H6lZ3lqVLQBS_37wqHbW1qpN-P6Lzsn0W4wL99= _1sqqgGW5qwHMk4V_b15W1LxmPy1YwgpJW7CclnB3HjjHmW7MDb508C52P4W6RyR9-4r5D1rW1n= W8MZ5vl0N9W3dL6t55yGXjdW5MV_3J9d72D8W3c2-bf4X4nGhW7bCPKt60_mMLVCm0Fp5DCCspW= 5DH5zj5fsv1sW831_6L36_Pw8W7rdW1X9f-qVBW8CY_4C7vLlFMW4BrJ466cc1QGW1-mj5638Ks= 3_W1qBvB87zrPHvW3J4NZB93LmSdV99yqR4qlcXQW8rP6ql2zTmLHW1rXQCV8KZPpgW6wh2y56W= 58sJW8CQ3Gd3S1b_3W1YhHF62tv6SGN4VhWwY5nmrPW5Z4_kX8frjFrW3-fsFs9glBwnW9cCN6v= 6QzD3nf1NN2zx04 ) it would hold off until October 1 to inform customers of = what they should expect. =E2=80=9CPostponing the implementation of daily de= mand is the right decision for our customers,=E2=80=9D NV Energy President = Brandon Barkhuff said in a statement. =E2=80=9CThis additional time will al= low us to provide customers with personalized information and practical too= ls so they can better understand how their energy use affects their bill be= fore daily demand takes effect.=E2=80=9D Opportunities Group & Gift Subscriptions Interested in discounted group subscriptions for your company, university, = or organization? 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On Oklo=E2=80=99s NRC permit, a coal comeback, and NRDC=E2=80= =99s nuclear conversion=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=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= =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=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=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=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=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=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=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=80=87=CD=8F =E2= =80=87=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 =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 =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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ALEXANDER C. KAUFMAN =E2=80=A2 MARCH 17,&= nbsp;2026

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Current conditions: A megastorm is bombarding more than 200 million Americans from the Mid= west to the East Coast, blasting dozens of states with wind speeds as high = as 80 miles per hour =E2=80=A2 Eight states =E2=80=94 Alabama, Arkansas, Lo= uisiana, Missouri, Oklahoma, Tennessee, and Texas =E2=80=94 are bracin= g for sub-zero temperatures =E2=80=A2 It=E2=80=99s rainy and just over 50 d= egrees Fahrenheit in Dublin, Ireland, for St. Patrick=E2=80=99s Day.

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THE TOP FIVE

 

1. Exclusive: New b= ipartisan geothermal bill would give the industry more federal funding

When someone= writes the definitive history of the Biden-era Inflation Reduction Act, on= e of the more ironic footnotes will be the fact that the breakthrough that gave= rise to a new era for geothermal energy came 11 months after the law passe= d. As a result, geothermal was little more than a rounding error in the bil= l, receiving relatively little support compared to the billions of dollars = allocated for next-generation nuclear power. Like nuclear power, geothermal= is carbon-free, runs 24/7, and loved by both climate hawk Democrats and en= ergy hawk Republicans. That=E2=80=99s exactly what=E2=80=99s behind a new b= ill to bolster the industry. Legislation set to be introduced in the Senate= would boost federal funding and research for geothermal power, I can repor= t exclusively in this newsletter. On Tuesday, Senators John Hickenlooper, t= he Democrat from Colorado, and Steve Daines, the Montana Republican, plan t= o propose the GEO Power Act to authorize the Department of Energy to =E2=80= =9Cmove beyond limited-scale pilots and unlock the large-scale geothermal e= lectricity generation needed to meet surging demand and drive down costs,= =E2=80=9D according to the senators=E2=80=99 description of the bill. If pa= ssed, the GEO Power Act would allow the Energy Department to offer =E2=80= =9Cinnovative financing approaches=E2=80=9D to help build up the industry i= n areas with little existing geothermal power. The bill would also =E2=80= =9Cgenerate public data to de-risk future geothermal projects=E2=80=9D and = set milestones to make sure companies that receive funding maintain fiscal = accountability. Two of the industry=E2=80=99s top trade groups, Geothermal = Rising Action and the Enhanced Geothermal Systems Deployment Coalition, bac= ked the bill, as did companies such as Fervo, Eavor, XGS Energy, and Quaise= Energy. =E2=80=9CWe=E2=80=99re on the verge of harnessing a new wave of ge= othermal energy to meet surging electricity demand, lower prices, and addre= ss the climate crisis,=E2=80=9D Hickenlooper said in a statement. =E2=80=9C= The key will be in scaling up new, next-generation geothermal projects acro= ss the country.=E2=80=9D

 

Enhanced geothermal, a specific subset of = next-generation technologies, could actually come online fairly quickly, to= o. New research by the Center for Public Enterpri= se, a think tank that tracks effective government spending on energy, sugge= sts that a commercial-scale project of up to 500 megawatts could enter= into commercial production within 36 to 52 months of active development, = =E2=80=9Cwith a conservative planning horizon of three to six years from pr= oject initiation to in-service,=E2=80=9D assuming developers can secure nec= essary permits and transmission. That timeline =E2=80=9Ccan be compressed e= ven further, to less than three years, if a sufficient number of drill rigs= and crews are available.=E2=80=9D

2. Exclusive: Oklo receives i= t first NRC license

Oklo has received its first license= from the Nuclear Regulatory Commission, allowing the nuclear startup to be= gin producing and selling isotopes =E2=80=9Cacross medicine, research, adva= nced manufacturing, and national security,=E2=80=9D I can exclusively repor= t in this newsletter. The approval makes the California-based company the f= irst of the cohort of fourth-generation reactor startups whose technologies= use coolants other than water to get the green light to start up a commerc= ial operation of any kind. Once operational, it will also allow Oklo to beg= in generating revenue for the first time. The NRC has given out permits to = rival fourth-generation companies only for construction activities. The Bil= l Gates-backed TerraPower, for instance, was granted permission just this month to b= egin construction on its first commercial power plant in Wyoming, as was th= e Google-backed Kairos Power for its demonstration facility in Oak Ridge, T= ennessee.

The permit for the facility, dubbed Atomic Alchemy and loc= ated at the Idaho Radiochemistry Laboratory, authorizes the company to =E2= =80=9Creceive, possess, use, store, and conduct=E2=80=9D chemical and mecha= nical processing, packing, manufacturing, and distribution of a limited amo= unt of Radium-226, which is used to make advanced cancer treatments, in add= ition to a handful of other isotopes. =E2=80=9CDemand for critical isotopes= is rising, but U.S. supply remains limited,=E2=80=9D Jacob DeWitte, Oklo= =E2=80=99s chief executive and co-founder, said in a statement. =E2=80=9CTh= is work helps create a more resilient and dependable domestic supply chain = of isotopes and supports the transition from early operations to durable, c= ommercial isotope production in the United States.=E2=80=9D The license gra= nts the company a foothold in one of its core businesses. On top of designi= ng liquid sodium-cooled microreactors the startup plans to own and operate = for electricity production, Oklo is building out a division to reprocess an= d recycle nuclear waste into fresh fuel for its power plants. That business= , too, would involve extracting and selling high-priced medical isotopes fr= om spent fuel, and Atomic Alchemy lays the groundwork for that future effor= t. To construct this debut facility, Oklo plans to build four non-power Ver= satile Isotope Production Reactors systems with a capacity of about 15 mega= watts-thermal each.

3. The U.S. is planning its first new coal power plant i= n Alaska in 13 years 

The Uni= ted States could get its first new coal-fired power plant since 2013 as par= t of a sweeping $56 billion deal the Trump administration announced Monday w= ith 17 Indo-Pacific countries. Terra Energy Center reached a $1 billion dea= l with South Korea=E2=80=99s Hyundai Industries Power Systems to supply lar= ge-scale boilers for a new, more than 1.2-gigawatt coal plant in Alaska. It= =E2=80=99s the first order for utility-scale coal boilers in the U.S. since= about 2006. KOREIT, one of Korea=E2=80=99s largest private equity firms fo= cused on infrastructure, pledged to make a $500 million equity investment i= n the Terra Energy Center project. 

 

Coal use has collapsed in the U.S. over the p= ast two decades as hydraulic fracturing, or fracking, made natural gas chea= p and abundant, the prices of renewables and batteries dropped, and decarbo= nization policies encouraged the closure of existing stations. Today coal g= enerates about 16% of America=E2=80=99s electricity. But President Donald T= rump has sought to stimulate demand for coal by forcing retiring plants across the country to remain o= pen past their closure deadlines and easing regulations such as limits on mercury emissions from existi= ng stations. The policies have delivered mixed results. Coal use has recently seen spikes. But states = such as Washington are finding loopholes, as Heatmap=E2=80=99s Emily Pontecorvo reported. Either way= , as Heatmap=E2=80=99s Matthew Z= eitlin wrote last year, coal plants just keep breaking down. 

<= /div>

4. In a bid fo= r permitting reform, Trump declines to appeal offshore wind ruling=

The Trump administration declined to appeal <= a href=3D"https://d2QWfV04.na1.hubspotlinks.com/Ctc/X+113/d2QWfV04/VXhkvx7n= PH1RN2Qp7mYtBrn5VtG5yr5LL-BfN2QYvBx3qn9qW8wLKSR6lZ3pjW7c0W3C5YFS-sN7hfwh_pV= xHwW17_SPP5Zcl53W82TV5l5w2tngW1BpPKq41QXMgW7zTv7m4YXfghN6Z0_RnqtNmqW5R02jj6= JtdrnW8DX-8m1VWF64W6YfxTY2nmXZCW6l_w1S4R54k0W7M815m35FTwVW8bWGJz6984p_W1f_w= 4s68y-WTW8CCKWf7L1Zj2W4s_g_d1CBcJtW3Sr-Fy330nRsW8Q151Z1Mrz97F523WwDFMRGW5f_= yQ-2XBMMpW5XfbbF4-LrcqN3MpJgdgld0TW3pqxZk4NDbnxW7X4j_T36w4TwW6_7HzJ98B4vWW8= sgBsZ7hwxL7VtH2l93nSCYCN3L7VxXfyQfyf1Gq5cv04" style=3D"color:#000000" data-= hs-link-id=3D"0" data-hs-link-id-v2=3D"Vi/blyzc" target=3D"_blank">a federa= l court ruling in favor of the offshore wind project that, as I wrote yesterday, came online this wee= k off the coast of Rhode Island. Last week, the Department of Justice whiff= ed on filing an appeal before the deadline to challenge a federal judge's i= njunction blocking a Department of the Interior order meant to stop constru= ction on Revolution Wind over national security concerns.

 

E&E News called the move =E2= =80=9Ca potential sign of the importance of bipartisan permitting negotiati= ons.=E2=80=9D In December, the top climate hawks in the Senate told Heatmap= =E2=80=99s Jael Holzman that their votes on permitting reform hinged on= the legislation barring the Trump administration from continuing its assau= lt on offshore wind and solar. When the SPEED Act passed in the House later that month, right-wing Rep= ublicans conditioned their support on a carve-out specifically granting Tru= mp the power to go after renewables. A new bipartisan bill introduced last month, called the FREEDOM Act,= rekindled those negotiations by specifically barring the executive branch = from yanking already-granted permits, whether it=E2=80=99s an offshore wind= farm or an oil pipeline.  

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5. Anti-nuclear NRDC backs the restart of Iowa=E2= =80=99s lone closed plant
3D"GettyImages-1313054267"
<= /tbody>

An anti-nuclear protest in California= in June 1979. Photo: Getty Images/Bob Riha, Jr.

The Natural Resources Defense Council cut its teeth fighting against th= e expansion of nuclear power. Now the storied conservation group has come o= ut in support of atomic energy for the first time. The NRDC filed comments = in support of restarting Iowa=E2=80=99s defunct Duane Arnold nuclear plant,= the state=E2=80=99s only atomic power station, which closed in 2020. =E2= =80=9CThis is unprecedented for us because it marks the first time in our h= istory that we have taken action in support of an individual nuclear power = plant,=E2=80=9D Manish Bapna, president and chief executive of NRDC, told <= a href=3D"https://d2QWfV04.na1.hubspotlinks.com/Ctc/X+113/d2QWfV04/VXhkvx7n= PH1RN2Qp7mYtBrn5VtG5yr5LL-BfN2QYvBR3qn9qW95jsWP6lZ3n-W5qhzMn8LRGJtW8grDP23m= lJPQW6jLc315QHgmQW80nWW_4WVRmmW3gHq5y2VB__5W2fQpBp2DcppYW7Mq6RJ7W_1ZBN5R_Ng= KtdzpZW5RZC6P1rVJd9N838pqWp4JZ_V4ycBZ5XK7QyVN7wvb7L4hcPW8RbH457p3Hj8W4CkKgT= 98HmMsW4zs9dK16R7yjW2c_kwF2j3D4tW5yD37j5YzXPsW50R3ZJ5F6YlmW5WDfgY9jLl9QVJq6= 2_3tc2JTW2-lr8h2z-R3xW7fyt2S5VYmB6W29MM8M3nmYh4W4XdkX_7QmqVwW89gl1w4ZH5KTW7= dvyDV7lF-_HW7101qG3-1TLVW4RlbR95ZLRZ_W5RjBTR3_YnxLW7zvTcn3SGtwYf2FY3bM04" s= tyle=3D"color:#000000" data-hs-link-id=3D"0" data-hs-link-id-v2=3D"F84i6DtP= " target=3D"_blank">Axios. 

 

The move comes just days after the Nuclear Re= gulatory Commission took its latest step to speed up approvals of new react= ors. The rule proposed last week would set fixed, accountable fee caps for = new and current licensees and reduce fees for prospective applicants. =E2= =80=9CWe need to cultivate accountability internally, incentivize applicant= s, and lower barriers for new technologies,=E2=80=9D NRC Chairman Ho Nieh s= aid in a statement. =E2=80=9CThis rule supports inno= vation and aligns with the NRC=E2=80=99s principles of efficiency and relia= bility.=E2=80=9D 

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THE KICKER

Nevada=E2=80=99s biggest utility is putting o= ff launching a new rate structure that critics warn could raise household e= lectricity costs by changing the billing formula. State regulators gave NV = Energy permission last year to charge customers in southern Nevada on the 1= 5-minute period each day when they use electricity the most rather than tal= lying up total usage. The new charge was set to come into effect on April 1= . But NV Energy told E&E News it would ho= ld off until October 1 to inform customers of what they should = expect. =E2=80=9CPostponing the implementation of daily demand is the right= decision for our customers,=E2=80=9D NV Energy President Brandon Barkhuff = said in a statement. =E2=80=9CThis additional time will allow us to provide= customers with personalized information and practical tools so they can be= tter understand how their energy use affects their bill before daily demand= takes effect.=E2=80=9D

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Opportunities

 

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We=E2=80=99re bringing Heatmap House to San Francisco Climate Week in A= pril. Contact Heatmap=E2=80=99s Mike Munsell (mike@heatmap.news) to lea= rn about all of our upcoming events, as well as other advertising and spons= orship opportunities.

 

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