Return-Path: <1axb5tp8u612qpxbc1dstr4k2l1djxcwrx594y-alvarochf=traceseis.com@bf56x.hubspotemail.net> Delivered-To: alvarochf@traceseis.com Received: from cs510.bluehost.com by cs510.bluehost.com with LMTP id 6BXfBJFVzmlQlwcAWiBQxw (envelope-from <1axb5tp8u612qpxbc1dstr4k2l1djxcwrx594y-alvarochf=traceseis.com@bf56x.hubspotemail.net>) for ; Thu, 02 Apr 2026 05:40:01 -0600 Return-path: <1axb5tp8u612qpxbc1dstr4k2l1djxcwrx594y-alvarochf=traceseis.com@bf56x.hubspotemail.net> Envelope-to: alvarochf@traceseis.com Delivery-date: Thu, 02 Apr 2026 05:40:01 -0600 Received: from bd77g56.bf56x.hubspotemail.net ([143.244.94.28]:52579) by cs510.bluehost.com with esmtps (TLS1.2) tls TLS_ECDHE_RSA_WITH_AES_128_GCM_SHA256 (Exim 4.98.2) (envelope-from <1axb5tp8u612qpxbc1dstr4k2l1djxcwrx594y-alvarochf=traceseis.com@bf56x.hubspotemail.net>) id 1w8GP2-00000002F4u-1eUS for alvarochf@traceseis.com; Thu, 02 Apr 2026 05:40:01 -0600 Received: by 172.16.4.60 with SMTP id a0cgfhxxtp4xci4lpnz0g3q5ofcsjkgik5az1axzbgq; Thu, 2 Apr 2026 11:39:49 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=lEz3z7ngARZNwQ+kuwJTLMOuCFVnrcxuskQQtBY3GpA=; b=dyFpdTak8FnAK9AHWrcgO7fTMeutNS+tHn8EH5X3e0qZaBZWuJA3aySzCNDIgi ojJ78XJXBmYgC8Wsz8+/XONuiFAXO8gVooEKy/Rqiy/HmSE7X/CkaR+dNPLgS5I /3gdmp0cSdxw7xgTAGiiv7ICWlQialqhGbCUe4YaREcvEyQ5CcbSdgNI5EPfk2A IR+yhaB/ndjtyzEbFwUcq9UFJeTkHrwAqtCiDVe20rJZLpSl5e08Md9xtdbJpiq 39dxFDUo/ZLg3rf2VMowJHn29jQynUHbBVXTfPq55ijyE87ZdlZr88nSe+zjrNW 0vQrjpOi8UjOBSQPU+Yr/TkzuqTA==; q=dns/txt; t=1775129989; x=1775392789; 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=lEz3z7ngARZNwQ+kuwJTLMOuCFVnrcxuskQQtBY3GpA=; b=bevIIZX2uAB4dwzijabA1x9eu5JuqZmcItYTibElxfDCtgtZZz1miZxq8ekJRi 0mJmesUEkWaGRTQeGibICYZ8aCBtVHpNES1T6etcr6FJqFm3WMpTCzB46HmHpYp 8OckYtxtk6CSJSqc5GXGHRqQbojtuvwkYM3EPpw7jXZ4hpCWeUuI4c3anEkFP+K DJ9cDWSIBE7Jpe79tT37A+C/wtZnAYXaDZNHPRH2sWOjEIvkgwJDrCtkOMtqJUk SdC6LDje37soljJJgIR273eDrdGBlvM32M1QcBMR2v2ypSGKa7gprIYl7x6Ifyt LunCrpXA/FYCLLIPxTkMtekz+BwA==; q=dns/txt; t=1775129989; x=1775392789; X-HS-Cid: 1axfyvs4ot5czxqc294herwa9l98agdc2orowi List-Unsubscribe: , Date: Thu, 2 Apr 2026 07:39:49 -0400 From: Heatmap AM Reply-To: editors@heatmap.news To: alvarochf@traceseis.com Message-ID: <1775129959802.6a7cd407-7242-4bc9-a490-21ecb039b658@bf56x.hubspotemail.net> Subject: To the Moon MIME-Version: 1.0 Content-Type: multipart/alternative; boundary="----=_Part_1321729_1450125363.1775129989437" X-Report-Abuse-To: abuse@hubspot.com (see https://policy.hubspot.com/abuse-complaints) List-Unsubscribe-Post: List-Unsubscribe=One-Click Feedback-ID: aeoixc3:aig3i88j:aidf:HubSpot X-Spam-Status: No, score=0.5 X-Spam-Score: 5 X-Spam-Bar: / X-Spam-Flag: NO ------=_Part_1321729_1450125363.1775129989437 Content-Type: text/plain; charset=utf-8 Content-Transfer-Encoding: quoted-printable On Japan=E2=80=99s LNG, NuScale finger pointing, and green ammonia heatmapAM_logo_fullcolor_whitebg (https://d2QWfV04.na1.hubspotlinks.com/Ctc= /X+113/d2QWfV04/MW9rl-gJnsmW7mTjHN8G0hq6W3cF4jk5MndSVN4sL4c-3pyd0W6N1vHY6lZ= 3m3N5lKP0zXJ3dBVhsRmy5zZSt9W99Kb9t7L-MkyW7zlCFW5s3ZSpW2MbQ8C2S6fP3W1bcGfz7p= w28PN2bGkfxBX2-8W5qJQ076x7W4TW62y1Bw7W3lyKW6mhHsJ4CZTjFW5_c1RW67BHvCW8TttRc= 6qDpKwVJ7k951VXYtgW3256ly3TLpX1W7dth2Q1WPWdZW4rfChg6b7wG3W3SGR3C1HCkY5W4lzl= wM4b6ZKGW4Vjd555-dgVGW3vNWrn6MVhm4W3_D2VZ82SHMHW1bf4K43rlFzcf4dk_tT04 ) ALEXANDER C. KAUFMAN =E2=80=A2 APRIL 2, 2026 Current conditions: Repeated rounds of storms will dump up to 4 inches of r= ain from Texas to the Great Lakes =E2=80=A2 Jerusalem, where Passover just = began for Jews, is wrapping up a rain storm, with sunny skies and roughly 6= 5-degree Fahrenheit weather predicted throughout the duration of the eight-= day holiday =E2=80=A2 A Saharan dust storm is turning the sky over parts of= Greece an eerie orange and red. THE TOP FIVE 1. Artemis II rockets to the moon, advancing America=E2=80=99s plans for a = lunar nuclear plant At 6:35 p.m. ET last night, I watched my daughter reach her hand up (https:= //d2QWfV04.na1.hubspotlinks.com/Ctc/X+113/d2QWfV04/MW9rl-gJnsmW7mTjHN8G0hq6= W3cF4jk5MndSVN4sL4dz3pyd0W7Y8-PT6lZ3mgVNqHbQ7Y-zmGVwptLP9dR3t4W5y5sqG8R8qln= W4s8scF66dJwyW443KXj7tTSBCW5c5RbJ698X5CW4tN-Gx5z-0HbW23PFzL2KM78pW6vZYpC5Qn= h4kW32V0ZJ7WvzSfW7qJP4K6bvxbNW7ZzsTp7cbVKWW5pT2rq7S6VPjW9lHxGs6rG4BjW5kzC1Q= 4dDJ8tW1StXV14CpvQMW7N7W1R8HnYj3W80Hk592TzG9WN3mPwJybf6kyW6vXll_5HbGqKW4CB7= rm5LsbL9W7YyRvn1GVKHzN2K_2ZDK3rFJW8wjwGB1Xb-QPW7sb1nr4qtl_CW2RDwVH3Wm6vFf2B= 5P6R04 ) at the image on our television of one of the most powerful rockets= the United States has ever launched, carrying America=E2=80=99s first luna= r crew in half a century. Looking at her stare up in wonder, I prayed that = the greatest achievements of our civilization lie ahead of us, forged not o= f zero-sum contests between adversaries but peaceful competition among riva= ls. Parenthood makes it difficult not to think in such dramatic terms. But = there=E2=80=99s the fact, too, that this successful launch puts us one step= closer to something extraordinary: A nuclear power plant on the moon. As I= told you back in January (https://d2QWfV04.na1.hubspotlinks.com/Ctc/X+113/= d2QWfV04/MW9rl-gJnsmW7mTjHN8G0hq6W3cF4jk5MndSVN4sL4dz3pyd0W7Y8-PT6lZ3pyW1x9= 89R8GyJ37W9khqJ3108GnPW5NyjXv48t-7XW4f10hh5k2f4NV136lw2mrV40N7Mpx3Zk-p2XVns= h1d9h5kWyW88FJ_06bC3nNVxGhN_1_n_-5W5nMpMT7F5jLYW7c8hDP7S25xqW1xDFYP8dM0J7W5= gm9Gy4bF1YmN1rS5F-zdszzW2Q5vxL3ZSNq5W6vZl322lzjFgW5DJFm83xJLfmW63zYB592S7VH= W5r9KfY3D2lFxW1SbM815G0t_0W4djy425QJdkdW76MJnn86NlzDW357q9S5HGJCtN7jP91x3wZ= b9W34yPKf1ZWg6cW8lgb864kg9H1f1c9n1l04 ) , the Department of Energy set a go= al of installing a nuclear reactor on the moon in the next four years. The = mission will slingshot the crew of four astronauts =E2=80=94 commander Reid= Wiseman, pilot Victor Glover, mission specialist Christina Koch, and Canad= ian Space Agency astronaut Jeremy Hansen =E2=80=94 around the moon and back= to Earth. The subsequent two U.S. launches =E2=80=94 Artemis IV and V, whi= ch are scheduled for 2028 =E2=80=94 will bring crews to the lunar surface. = =E2=80=9CThis time, the goal is not flags and footprints,=E2=80=9D NASA Adm= inistrator Jared Isaacman said last week, according to E&E News (https://d2= QWfV04.na1.hubspotlinks.com/Ctc/X+113/d2QWfV04/MW9rl-gJnsmW7mTjHN8G0hq6W3cF= 4jk5MndSVN4sL4f83pyd0W95jsWP6lZ3mQW1gl_tQ5vVK7sW4t-95r3NyHj0W31VqBQ33Zl6VW7= tqgFP91ngvCW2WSW_660k7D4VRPwHQ7b6hHDW2S9BD-50S8hMW1yrv6-5ngtQKW8b90zQ7LWrvc= W65XvLL1vd-N8W7qRzYw35R5_5W2DYQ6z4DhnX6W1KLYlL3xkMdpW2xbq-l1DXhC7MTf1clphm_= mW83KBQ07GxmZdVc8H0c84bWSPW7Zsm256bC1HTW4r_tB13qPjHqW4Z-72452dXP1W4ybRyq1Yj= SDFW7cp1lx7qwZ9bW4t48QN2SC-xtW8nDg218Sr8pxW6Vh_dL1818Z0W6rhClS8XKJ9tW41PZV-= 53rfD4N6nfV6bLnFnZW3k9CTH4x1vL9W1GhBwf1VYJjxf9f9wLY04 ) . =E2=80=9CThis tim= e, the goal is to stay.=E2=80=9D NASA aims to have a nuclear reactor ready = to make the journey to the moon by the end of the decade. One of the country=E2=80=99s leading next-generation nuclear developers is = also stepping up its ambition. Executives from TerraPower, the Bill Gates-b= acked sodium reactor startup, held talks with the utility Evergy about a po= tential power plant in Kansas this week. =E2=80=9CWe=E2=80=99re not ready t= o announce any sites. Multiple communities in Kansas have kind of raised th= eir hand and said they=E2=80=99re willing to host a Natrium power plant,=E2= =80=9D TerraPower CEO Chris Levesque told Fox4 Kansas City (https://d2QWfV0= 4.na1.hubspotlinks.com/Ctc/X+113/d2QWfV04/MW9rl-gJnsmW7mTjHN8G0hq6W3cF4jk5M= ndSVN4sL4f83pyd0W95jsWP6lZ3n1W8cqvms3bRzPsW6qGpRk3csvyDW4Td7Jw3SDDLtW17jyQZ= 66sWLfVSpqmS4JnDpTW4mZGBD2zW-njW20QDbv3h9mbbW5qtV7J4lS1XRW4jLckX1-tg64W6dPr= pj4_XvmVN3_3XFPxKrtFW47Yjjn6zQQNmW36hHQf8pPKsgW7svBBk19G7YKW2PQt491SfGqTW92= 16p24P2DFhN413bSJWP3M-V1NKZL5DqXTFW865TSm7sTV86W3s4L5c8MfctDW3mxB6z27ywB9W9= cHTQ21jzY9GW3WR1bv7WP6n_MgvBC4Xx4pYW1BLhm45GH5_vW7p7wy93HsswJW37ZhFq4zZGnTV= 226Mn6GTWBmW5Z23lV1vFb1mW7rK-JJ7PKQ3ff2Kgtl004 ) . 2. Japan is encouraging companies to invest in overseas LNG Japan is turning its nuclear reactors back on, looking at building wind tur= bines, and relaxing rules on coal-fired stations to bolster its electricity= supply as the Iran War halts the flow of liquified natural gas through the= Strait of Hormuz. But the country invested a lot in LNG infrastructure as = the fuel replaced atomic energy following the shutdowns triggered by the 20= 11 Fukushima disaster. So it=E2=80=99s also looking for new supplies. The J= apan Organization for Metals and Energy Security, a government-owned invest= or, launched a new initiative (https://d2QWfV04.na1.hubspotlinks.com/Ctc/X+= 113/d2QWfV04/MW9rl-gJnsmW7mTjHN8G0hq6W3cF4jk5MndSVN4sL4dz3pyd0W7Y8-PT6lZ3pw= W6fC6hj1kvYCgW8yFpN870-k-JW8pfR0-5_kZ3sW2vqmXQ3McDRwW4q3Zf55hkNDdW6RVqxr1F_= jRDW7s1GTt3pd1l8N3sFtlhy-7xMW8PGGCn8kZ_t1W2g18h31bd_VNN99N2PbpXCWXW1Q9ggf5r= 5D3RW2cS9V16JwRbHW4ZLxwN1vcSTmW2dyBQx93XTxsMhDLSrwF0bmW3Slf2H47m6xwN5D2wtCN= gV7wW36Yk2b2Tm1_GW7rMyM-7SX9m8W4s2WvR7_4v35W79lbBW4jC1Q6W4838Bp1bGmL-W8_H5-= c2DlX0VW18Lw1M379xsjW5HgB5N1BYWksf8JGgx804 ) Wednesday to offer a return on= LNG investments. The industry is already abuzz. In just the past week, at = least two Japanese companies have made big LNG (https://d2QWfV04.na1.hubspo= tlinks.com/Ctc/X+113/d2QWfV04/MW9rl-gJnsmW7mTjHN8G0hq6W3cF4jk5MndSVN4sL4f83= pyd0W95jsWP6lZ3l_N71p2_fTtmvDVJzGVx6XGskFW7QnkGX8JS0fWW1YwBd61b8qZbN5Sn75dn= drrbW4KBKMb4S3FGbW766kX_75QVz7W49wqLL4_NS-yW4h9BCh6W4Xn3W569H9v7rt_lnN2QvQp= 7JsCSfW1Mj3-H4kK2jfMcX8fvK_h8TN96pymKhFRySW7HnLxj3dQZYLN5Qw0rNgLznqW3HkPz22= jdwXmW6Sbc5x5b_WG8W15tDm250lF18W1Y9CQb2pKpMQW6Z0b_h4dxhnHW3KFk0H2mYqqgW8-VH= Kf3_N_WrVMhy4N2tj2rBW5-Rw2t2vXxn0W86XbDF2Jr8g7W5N7NQF91yCR2W2_ChZL4TVxPFW2Z= XB9l8SlgnwW6zScL37ypMpwf5_F9Ks04 ) investments. On Wednesday night, three hours after the rocket launch, President Donald T= rump gave a televised speech highlighting what he described as U.S. achieve= ments in the Iran War and setting the stage for the conflict to wind down. = But he offered no specific timelines, and oil prices rose steadily througho= ut the speech. 3. U.S. coal exports shrank as crude production hit a record King Coal, a short king? Photo: EIA U.S. coal exports fell in 2025 for the first time in four years as overseas= sales of thermal coal dropped by 18% and metallurgical coal by 11%. If you= thought this could be a sign of Trump=E2=80=99s coal revival taking hold, = think again. The plunge, according to the Energy Information Administration= =E2=80=99s latest report (https://d2QWfV04.na1.hubspotlinks.com/Ctc/X+113/d= 2QWfV04/MW9rl-gJnsmW7mTjHN8G0hq6W3cF4jk5MndSVN4sL4dz3pyd0W7Y8-PT6lZ3n5W6R6k= 1c25NDqrW72SWGs6XdMdjVXx7QV4ZyzhjW8WytJ_8j1LwSW7pwgbC1v-D3lW6MzKP32Znk9yW1N= K0pC3sL1tSW4Yq2DN7L7LQ6W5ml8Sf6nvfdwW7VYMrc5k4b6yW4XdZNC3kYkCsVvljHy3Y5mWFW= 7s1tjp3xjYPDW7cpK8T42dbT2W71gj1T2D_qb3VJ-BYF8Rfp2HW6jxkLK6w4f-cW4M5D8N90LKP= 2W8wH2TT3MybKmW4B0tQP8Dx8GzW39Jbd29fz-j3W3-w7vB8nrSk4W2d5C237kd41yW3xlbZF33= 3BM8W4v6gGT8xbTD0W3rTNZp7pRGHCf4VPtCx04 ) , =E2=80=9Clargely reflects a 92%= decrease in exports to China in 2025 compared with 2024, after China impos= ed a 15% additional tariff on imports of U.S. coal in February of last year= and 34% reciprocal tariff on imports from the United States in April.=E2= =80=9D A crude wave. Photo: EIA U.S. production of crude, on the other hand, surged by 3%, or 350,000 barre= ls per day, in 2025. That set a new annual record of 13.6 million barrels p= er day, the EIA found in a separate analysis (https://d2QWfV04.na1.hubspotl= inks.com/Ctc/X+113/d2QWfV04/MW9rl-gJnsmW7mTjHN8G0hq6W3cF4jk5MndSVN4sL4dz3py= d0W7Y8-PT6lZ3mGW62Nz8X5CfZc4W8trkRn3QXHBlW2bXjH13T5dMbN3-fFqtMJb-XW8SnSh81x= KcJQW1mSZs384slQRW19LQwW1RCYpWW2qYqh81NnW-vN62stwWQX-92W3rpCzP3LZCNNW71lLTg= 8CJBszW4LdsWG3grCdJW8QtPlm7b-RqvW9d842r7ffYxDW8jwxl17cP21_W6p4wVy2wVplJW4_H= WtB2VQ1cRVZMwg12Dd8PvW4L81Kb3ydLHZN4PJL8llTyrwW9fpDH34v3STpW8zZNN346t3WWW61= qq5k23Yj8kN91Fvh2HjrnsW6jvdhH4zBy7NW76vvZC7xClxhf5Kv8Wj04 ) . If that=E2=80= =99s =E2=80=9Cdrill, baby, drill=E2=80=9D in action, then the catchphrase d= eserves an asterisk indicating that the drilling is taking place in the sam= e locations as before. The number of active rigs per month in the lower 48 = states was 5% less than in 2024, and 1% fewer wells were drilled. But effic= iency improvements at existing wells resulted in an increase of crude. A MESSAGE FROM HEATMAP NEWS (https://d2QWfV04.na1.hubspotlinks.com/Ctc/X+11= 3/d2QWfV04/MW9rl-gJnsmW7mTjHN8G0hq6W3cF4jk5MndSVN4sL4dg3pyd0W7lCdLW6lZ3nPW3= HYNKN1dZs89W1kNjNm62kCt6W1Qjkqt3qVsX7W8RNvxv5Zr6f_W4r35Bw2ZRq-kW8hs_-D7hLwP= TW3syYbt7thrS8W8CFccy2cX3XtW3K8b4q7Fx5G1W4z97gZ7pv5KqW6s_TS83Nhx7PW3zDqQ81b= h1sbW6K2N4p3SBfwJW5yyHzJ16btbjVBbdbH7q0PdSW1KmNPs8TNwXVW8g-P7F6GQVJtW9cS7Fn= 7sHF37W2tKSPt2nlSlCW8r5Ppw4yX1phW4pcr_D8nzw0WVr1NV03bKlkzW7V6Qdp8SfdF_W914S= qM3jf4Q7f6vqZ5q04 ) Join the Heatmap community! (https://d2QWfV04.na1.hubspotlinks.com/Ctc/X+11= 3/d2QWfV04/MW9rl-gJnsmW7mTjHN8G0hq6W3cF4jk5MndSVN4sL4dg3pyd0W7lCdLW6lZ3nPW3= HYNKN1dZs89W1kNjNm62kCt6W1Qjkqt3qVsX7W8RNvxv5Zr6f_W4r35Bw2ZRq-kW8hs_-D7hLwP= TW3syYbt7thrS8W8CFccy2cX3XtW3K8b4q7Fx5G1W4z97gZ7pv5KqW6s_TS83Nhx7PW3zDqQ81b= h1sbW6K2N4p3SBfwJW5yyHzJ16btbjVBbdbH7q0PdSW1KmNPs8TNwXVW8g-P7F6GQVJtW9cS7Fn= 7sHF37W2tKSPt2nlSlCW8r5Ppw4yX1phW4pcr_D8nzw0WVr1NV03bKlkzW7V6Qdp8SfdF_W914S= qM3jf4Q7f6vqZ5q04 ) The Inside Story on Climate Policy and the Energy Transition (https://d2QWf= V04.na1.hubspotlinks.com/Ctc/X+113/d2QWfV04/MW9rl-gJnsmW7mTjHN8G0hq6W3cF4jk= 5MndSVN4sL4dg3pyd0W7lCdLW6lZ3nPW3HYNKN1dZs89W1kNjNm62kCt6W1Qjkqt3qVsX7W8RNv= xv5Zr6f_W4r35Bw2ZRq-kW8hs_-D7hLwPTW3syYbt7thrS8W8CFccy2cX3XtW3K8b4q7Fx5G1W4= z97gZ7pv5KqW6s_TS83Nhx7PW3zDqQ81bh1sbW6K2N4p3SBfwJW5yyHzJ16btbjVBbdbH7q0PdS= W1KmNPs8TNwXVW8g-P7F6GQVJtW9cS7Fn7sHF37W2tKSPt2nlSlCW8r5Ppw4yX1phW4pcr_D8nz= w0WVr1NV03bKlkzW7V6Qdp8SfdF_W914SqM3jf4Q7f6vqZ5q04 ) Get unlimited access to our deep reporting, sharp analysis, and subscriber-= only briefings and events. Become a member of the Heatmap community. Subscr= ibe today. (https://d2QWfV04.na1.hubspotlinks.com/Ctc/X+113/d2QWfV04/MW9rl-gJnsmW7mTjH= N8G0hq6W3cF4jk5MndSVN4sL4dg3pyd0W7lCdLW6lZ3nPW3HYNKN1dZs89W1kNjNm62kCt6W1Qj= kqt3qVsX7W8RNvxv5Zr6f_W4r35Bw2ZRq-kW8hs_-D7hLwPTW3syYbt7thrS8W8CFccy2cX3XtW= 3K8b4q7Fx5G1W4z97gZ7pv5KqW6s_TS83Nhx7PW3zDqQ81bh1sbW6K2N4p3SBfwJW5yyHzJ16bt= bjVBbdbH7q0PdSW1KmNPs8TNwXVW8g-P7F6GQVJtW9cS7Fn7sHF37W2tKSPt2nlSlCW8r5Ppw4y= X1phW4pcr_D8nzw0WVr1NV03bKlkzW7V6Qdp8SfdF_W914SqM3jf4Q7f6vqZ5q04 ) 4. Energy Department=E2=80=99s watchdog report criticizes agency=E2=80=99s = handling of failed NuScale project In November 2023, the nation=E2=80=99s leading effort to deploy new small m= odular reactors, developer NuScale=E2=80=99s project supplying electricity = to the Utah Associated Municipal Power Systems, collapsed as inflation sent= costs (https://d2QWfV04.na1.hubspotlinks.com/Ctc/X+113/d2QWfV04/MW9rl-gJns= mW7mTjHN8G0hq6W3cF4jk5MndSVN4sL4f83pyd0W95jsWP6lZ3p0N95J3dQxrX1dW4rcZ6J87Yf= v6W3vRFBH5sbxXYN3zQtHRgpJRFW4C37KP9kcc-yW2Dfy-h1BvC-lW4MyDwW3CQzzXW6X7YFs7T= Cp_0W5MJMsr4QGNP2W1h2YRd4Y8GGmW3XvQ7B8xHHfCW8X96Mh1YVkNbW6hp_CH42h6j9W8F620= T2j1yMnVsrHPp4lRY6lW48D1pR2p_Jb9W6cHTDw2r8X9ZVGc-4K70k65dW1-LPLj6qJcx0W4qqM= tS7925GQW3jNJ2H3p6RqsW1zc3fs8mrHV_W58wrPQ5G5BHJW5fycTY2pN4BlW9jFKXw26FwdPW4= 7J4Gx1kV1fLW31QsXV6kn_dCW4k0zVx3F4fcdW3mrT6t3_JZfKW2q9b3p2bSXxBf3Tjz3K04 ) = soaring. Oregon-based NuScale, as I have reported for Heatmap (https://d2QW= fV04.na1.hubspotlinks.com/Ctc/X+113/d2QWfV04/MW9rl-gJnsmW7mTjHN8G0hq6W3cF4j= k5MndSVN4sL4dg3pyd0W7lCdLW6lZ3lfVRkvpF7KdnlNN1Qr5NbHNcqrW3ZS2qg2GfhrBN2DH5J= xYMTnJV5XXcV4-q3BwW4MS9lR5PWRd-W5Ly3kz4VdtfjVcTKqJ80JxjgN5gV76H4zkd6W8v8G26= 35Gp1zW9cnGXg8n4m7SW3NvpbT6mcWZRW1_lRHR8SCxvrW7Kpfpz34YfldW62pJBm38lBgQW8PS= NF-6MC5FjW7b3JcC5rhk0PW5Bj6Sx4Rt6JhW6KftdY92r4qbW4rRqvG8fvJCBW2l9Z_K538pC2W= 32ZC4j1cB_y9N7fP_b94sprzW1rL5Vb2ZTGCTf74V5Tj04 ) , has struggled to make ma= jor progress since. Now a report released this week by the Energy Departmen= t=E2=80=99s inspector general has determined that the Office of Nuclear Ene= rgy =E2=80=9Cdid not effectively manage the project.=E2=80=9D In total, the= project wasted about $183 million in federal funding =E2=80=9Cwithout key = results,=E2=80=9D including $143.5 million that the Office of Nuclear Energ= y gave to NuScale up front without any serious oversight or conditions. 5. Green ammonia is now cheaper than the gray kind in Asia Last month, I told you about (https://d2QWfV04.na1.hubspotlinks.com/Ctc/X+1= 13/d2QWfV04/MW9rl-gJnsmW7mTjHN8G0hq6W3cF4jk5MndSVN4sL4dg3pyd0W7lCdLW6lZ3n8W= 8qzm5T8QWvJRW5pqxJS2S5xm0W7r07gQ98Gcn3N6FlVy91n-dHW7m9pT66278wbW7ZX1F23b5jx= rW2T6vGt66ZN6jW63g6b94WwZL5W3yJkD_53PwhHW240T9_3zj-hGW4xrK2S8_xD1SW8fdqjN5p= r770W4hJ6Gm1v-GY3VcPVyr3jnhCFW2KG9j68ljJVNN3l34c7LX5bsW7h8Cpd6xYXdsW3Bph6X1= dQFVPW4-JMSg6PX74dW80QWjt5wWvqMVBrV8w3Kx7-fN5JXPtXSdJznW2-jk3C3DyGYhW3CBfrm= 21D2ZMf78dMQg04 ) GE Vernova and the Japanese company IHI running tests to = see whether a gas turbine could run on ammonia, the green version of which = is made without producing carbon emissions. If that could work, green ammon= ia could offer a way to eliminate emissions from gas plants without renderi= ng relatively new turbines suddenly worthless. But green ammonia has tradit= ionally cost much more than the natural gas-based gray ammonia. Not anymore= , at least not in Asia. The price of green ammonia is now cheaper than that= of gray ammonia due to the ongoing conflict in Iran, Hydrogen Insight (htt= ps://d2QWfV04.na1.hubspotlinks.com/Ctc/X+113/d2QWfV04/MW9rl-gJnsmW7mTjHN8G0= hq6W3cF4jk5MndSVN4sL4c-5n4LbW6N1X8z6lZ3mTVhqQ4f1DtmnsW1jnvZ01g3JzSN8QzTrm9w= 8HgW8-PsYS6ybSFNW6xhSLN7XHbwvW3b2W4G1nCxTLW2Hn2zr5bKD-PW2MrFwp51X1nVW806P83= 3Mks8SVn3YFd4prrrsV1cK167YC84MW1q2P_B7w4lt3W1ynwk525q5b3W5Tsdv_5LVbVZV8DY7m= 73bHXdW1q2YYS2tlq6pW5sn0Hk7JknYlW6QM5FW4xMFc8W6Jz5cV3XW_V9W4Fsx556XwlCwW3Mr= LxR1nYdVGVjM3z63LK4p5W8hrzjm1vgcrpW76fTx52-DFt2W1ZybwX8bKp9qW12SsqN57FQH5W8= vFkyf3tpJMKW2xfxG67WqWqYW4X4lg24QcS_1W1w0yxX24JqhlW7WnWxr720L4-W3-n0ZB9cHNF= lW3wxFPP56RGSqW507-zY34rZgVW1dwDn55TYb-vN2gVMzTr5rCQW8NL1ms3bLhjBW7B8WsM2Vj= Tnrf95m5Sq04 ) reported. THE KICKER How=E2=80=99s this for a cursed AI prompt: Remake Frank Sinatra=E2=80=99s = =E2=80=9CThe Coffee Song=E2=80=9D but make it about rare earths. The U.S. j= ust secured a deal (https://d2QWfV04.na1.hubspotlinks.com/Ctc/X+113/d2QWfV0= 4/MW9rl-gJnsmW7mTjHN8G0hq6W3cF4jk5MndSVN4sL4dT3pyd0W8wLKSR6lZ3nMW1V2-Yk7zWF= x2W6Kyp3w6qPM2lW5RTXzR5rnmFqW9gDJTg78LJ__W3fJ3WB4h7B9sW5mMQ3k6fp8YLW7vH3BP1= gxMMPW3_HbVD1K3b1vW7qQVXF4vPYfmW9flVfG8fGvtNW3pz9DB4m5fdzW7Rjswq8njbSPW2pww= wy8flVd1N62GhSCZNXl7W7zF9MY5DcljBW10Tf6n3z05FxW5Kbxt95WtJLLW2h1tNq28XZBTW7D= p4vB2JHJjzW2PBXML14flMNW1jR_502VnpPFW92FpST7RsTn9W4vd2SK3LPm5bW7fWLTl5F2Lgh= W2V62cy8pPWPNN7l8H_2m4YK2W6224qJ54-Y12N2MDDCzyptRMdtT7j404 ) with Brazil to= give $565 million in a loan from the U.S. International Development Financ= e Corporation to produce rare earths at Serra Verde=E2=80=99s mine. The mov= e comes right after the U.S. managed to snatch up (https://d2QWfV04.na1.hub= spotlinks.com/Ctc/X+113/d2QWfV04/MW9rl-gJnsmW7mTjHN8G0hq6W3cF4jk5MndSVN4sL4= dz7lFdnW7Y9QM66lZ3pTW7n2gS62pdBJYW96WGPp8n2H7mVTbsBJ365gw4VcQrw06H6w-KW8dgc= Xc5_S_vSVJ34Kr3RKTlKM94VtjyZqfZW80Bskc1_-78VW1Lltt48fsvq_N4McYdw3QnSsW6cprL= Z8z4Vr7W8QMdcS8QM9ZqW6D96jG7s6tmGW5v3bz42rqKpXW9lx-R43M7gt_W75-5M31bGBfZN6n= D_dLgCYQrV4FlCC8V96CfN92dmQbvKGk7W5rx2bB30fB9WW2SYP0k9f-_SjW8_hzjb6r98z4W2z= C9pr3jkK66W7PTLR72V9ynFVd4JRw2zfJpJW2W07CH8V9ftnW8Fvzz57CRHG3W8TxxQ38KNwQWW= 2KFNH-6V8dFwMgFf2-VvtsdN8R16xYMMVwmW2dlTVb8rs9kJW4XN9zZ88l4GVW1vxQZm5H4zXdW= 2R_JZn4NpCMVW1ZVxnB1Qwy20W2YQLdB137wnkVvRvKV90HhSLVrgw79952jq7W914FcC4LBD-D= W7_84_y1M5mKfW3dzsD37yf7b_T1VpK67c2zkW6TlKh32g3HWcW5jdZTp71wq1cW7Zwptp2s3kl= wW5DwWHn4r8X53W13RgV36R4B6rW1fq8Ng6bBXVfW8w6c8n4d8379W430GH07M2SdlW4p_s5j7N= j9BJVHNSKk99y1LQW1Ycppv1cqZ09VD668l2zpk8QVsBHZb2jY0H4W6x03td74r3XfW4TkrHP5z= FRHrf60B83q04 ) one of the few Congolese cobalt miners that China didn=E2= =80=99t already control. 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On Japan=E2=80=99s LNG, NuScale finger pointing, and green am= monia=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 APRIL 2,&n= bsp;2026

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Current conditions: Repeated rounds of storms will dump up to 4 inches of rain from Texas = to the Great Lakes =E2=80=A2 Jerusalem, where Passover just began for Jews,= is wrapping up a rain storm, with sunny skies and roughly 65-degree Fahren= heit weather predicted throughout the duration of the eight-day holiday =E2= =80=A2 A Saharan dust storm is turning the sky over parts of Greece an eeri= e orange and red.

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THE TOP FIVE

 

1. Artemis II rocke= ts to the moon, advancing America=E2=80=99s plans for a lunar nuclear plant=

At 6:35 p.m. ET last night, I watched my daug= hter reach her hand up<= /a> at the image on our television of one of the most powerful rockets the = United States has ever launched, carrying America=E2=80=99s first lunar cre= w in half a century. Looking at her stare up in wonder, I prayed that the g= reatest achievements of our civilization lie ahead of us, forged not of zer= o-sum contests between adversaries but peaceful competition among rivals. P= arenthood makes it difficult not to think in such dramatic terms. But there= =E2=80=99s the fact, too, that this successful launch puts us one step clos= er to something extraordinary: A nuclear power plant on the moon. As I told you back in January, the Depar= tment of Energy set a goal of installing a nuclear reactor on the moon in t= he next four years. The mission will slingshot the crew of four astronauts = =E2=80=94 commander Reid Wiseman, pilot Victor Glover, mission specialist C= hristina Koch, and Canadian Space Agency astronaut Jeremy Hansen =E2=80=94 = around the moon and back to Earth. The subsequent two U.S. launches =E2=80= =94 Artemis IV and V, which are scheduled for 2028 =E2=80=94 will bring cre= ws to the lunar surface. =E2=80=9CThis time, the goal is not flags and foot= prints,=E2=80=9D NASA Administrator Jared Isaacman said last week, accordin= g to E&E News. =E2=80=9CThis time, the goal is to stay.=E2=80=9D NASA aims to have a n= uclear reactor ready to make the journey to the moon by the end of the deca= de.


One of the country=E2=80=99s leading next-gen= eration nuclear developers is also stepping up its ambition. Executives fro= m TerraPower, the Bill Gates-backed sodium reactor startup, held talks with= the utility Evergy about a potential power plant in Kansas this week. =E2= =80=9CWe=E2=80=99re not ready to announce any sites. Multiple communities i= n Kansas have kind of raised their hand and said they=E2=80=99re willing to= host a Natrium power plant,=E2=80=9D TerraPower CEO Chris Levesque told Fox4 Kansas City. <= /p>

2. Japan is en= couraging companies to invest in overseas LNG 

Japan i= s turning its nuclear reactors back on, looking at building wind turbines, = and relaxing rules on coal-fired stations to bolster its electricity supply= as the Iran War halts the flow of liquified natural gas through the Strait= of Hormuz. But the country invested a lot in LNG infrastructure as the fue= l replaced atomic energy following the shutdowns triggered by the 2011 Fuku= shima disaster. So it=E2=80=99s also looking for new supplies. The Japan Or= ganization for Metals and Energy Security, a government-owned investor, launched a new initiative Wednesday= to offer a return on LNG investments. The industry is already abuzz. In ju= st the past week, at least two Japanese companies have made big LNG investments. 

 

On Wednesday night, three hours after the roc= ket launch, President Donald Trump gave a televised speech highlighting wha= t he described as U.S. achievements in the Iran War and setting the stage f= or the conflict to wind down. But he offered no specific timelines, and oil= prices rose steadily throughout the speech.

3. U.S. coal exports shrank as crude production hit a re= cord

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3D"Screenshot

King Coal, a short king? Photo: EIA

U.S. coal exports fell in 2025 for the first = time in four years as overseas sales of thermal coal dropped by 18% and met= allurgical coal by 11%. If you thought this could be a sign of Trump=E2=80= =99s coal revival taking hold, think again. The plunge, according to the En= ergy Information Administration=E2=80=99s latest report, =E2=80=9Clargely reflects a 92% decrease in = exports to China in 2025 compared with 2024, after China imposed a 15% addi= tional tariff on imports of U.S. coal in February of last year and 34% reci= procal tariff on imports from the United States in April.=E2=80=9D 

3D"Screenshot

A crude wave. Photo: EIA

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<= div id=3D"hs_cos_wrapper_module_17750983578645_" 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"wid= get" data-hs-cos-type=3D"rich_text">

U.S. prod= uction of crude, on the other hand, surged by 3%, or 350,000 = barrels per day, in 2025. That set a new annual record of 13.6 million barr= els per day, the EIA found in a separate analysis. If that=E2=80=99s =E2=80=9Cdrill, baby, drill=E2= =80=9D in action, then the catchphrase deserves an asterisk indicating that= the drilling is taking place in the same locations as before. The number o= f active rigs per month in the lower 48 states was 5% less than in 2024,&nb= sp;and 1% fewer wells were drilled. But efficiency improvements at existing= wells resulted in an increase of crude. 

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4. Energy Department=E2=80=99s watchdog report criticizes agency=E2= =80=99s handling of failed NuScale project 

In November 2023, the nation=E2=80= =99s leading effort to deploy new small modular reactors, developer NuScale= =E2=80=99s project supplying electricity to the Utah Associated Municipal P= ower Systems, collapsed as inflation sent costs soa= ring. Oregon-based NuScale, as I have reported for Heatmap, has struggled to make m= ajor progress since. Now a report released this week by the Energy Departme= nt=E2=80=99s inspector general has determined that the Office of Nuclear En= ergy =E2=80=9Cdid not effectively manage the project.=E2=80=9D In total, th= e project wasted about $183 million in federal funding =E2=80=9Cwithout key= results,=E2=80=9D including $143.5 million that the Office of Nuclear Ener= gy gave to NuScale up front without any serious oversight or conditions.&nb= sp;

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5. Green ammonia is now cheaper than the gray kind = in Asia

Last month, I told you about GE Vernova and the Japane= se company IHI running tests to see whether a gas turbine could run on= ammonia, the green version of which is made without producing carbon emiss= ions. If that could work, green ammonia could offer a way to eliminate emis= sions from gas plants without rendering relatively new turbines suddenly wo= rthless. But green ammonia has traditionally cost much more than the natura= l gas-based gray ammonia. Not anymore, at least not in Asia. The price of g= reen ammonia is now cheaper than that of gray ammonia due to the ongoing co= nflict in Iran, Hydroge= n Insight reported. 

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THE KICKER

How=E2=80=99s this for a cursed AI prompt: Re= make Frank Sinatra=E2=80=99s =E2=80=9CThe Coffee Song=E2=80=9D but make it = about rare earths. The U.S. just secured a deal with Brazil to give $565 million = in a loan from the U.S. International Development Finance Corporation to pr= oduce rare earths at Serra Verde=E2=80=99s mine. The move comes ri= ght after the U.S. managed to snatch up one of the few Congolese co= balt miners that China didn=E2=80=99t already control.

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