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Delivery-date: Fri, 24 Apr 2026 05:22:50 -0600
Date: Fri, 24 Apr 2026 07:22:39 -0400
From: Heatmap AM <editors@heatmap.news>
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To: alvarochf@traceseis.com
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Subject: Nuclear Anew
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On offshore mining, New Jersey=E2=80=99s offshore wind, and China=E2=80=99s=
 oil breakthrough

heatmapAM_logo_fullcolor_whitebg (https://d2QWfV04.na1.hubspotlinks.com/Ctc=
/X+113/d2QWfV04/VWbTs_6F9-BWW2ynB7h7NNJvdW5DT7xy5NfmMKN7zrx0K3pyd0W6N1vHY6l=
Z3mQW8CgPNL4DCTZMW3nQX6f8jc918W3z-rQK47tlDqW1J1dg126bQQ5MFwGSmwT6xQW8H8HG08=
HcHH4N4S6t-lWjWFNW2N3qXJ12chhtW7tMLPX53Lsl3W1S4sJn18k0JZW4MZzhZ3r1SJbW6LSqZ=
X93Vb2GW40z57Z7Th46pW3_mPzZ2sp-JSW1GDLNS6gchMSN7BL094JKpnpW6d504L7NvSSPW2Cd=
1-s7Qws9pW1sn3HT2F8Zb3W5lC1s-8KWL-YW3C9f0s42F9xGN2g5XMjWjlv6f17k8RW04 )

ALEXANDER C. KAUFMAN =E2=80=A2 APRIL 24, 2026

Current conditions: Severe thunderstorms are pummeling the Mississippi Vall=
ey, particularly in Arkansas =E2=80=A2 Heavy rain has deluged much of the S=
omali capital of Mogadishu =E2=80=A2 Temperatures in the northern Indian st=
ate of Uttar Pradesh are reaching 110 degrees Fahrenheit.

THE TOP FIVE

1. The U.S. officially has two new nuclear projects underway

Have Bart write this on the chalkboard: I Will Not Spread Nuclear Misinform=
ation. Photo: The Simpsons

Let=E2=80=99s, for a moment, recast The Simpsons=E2=80=99 role in nuclear e=
nergy discourse. Rather than fearmongering with a pseudoscientific depictio=
n of fission energy, imagine if that sign in the scene (https://d2QWfV04.na=
1.hubspotlinks.com/Ctc/X+113/d2QWfV04/VWbTs_6F9-BWW2ynB7h7NNJvdW5DT7xy5NfmM=
KN7zrx103pyd0W7lCdLW6lZ3lsW78SzkT5RgJccN3cVbzFn5BKyW59CdR43MC3hwW5m1Dp85pR2=
HGV8wrmy1KGK_FW8wbsQx22r96DW4LdTRY8bVWmGW3ZStwG736XphW45BklR8DLXwpN6bSS42KY=
SzmW2W6BxG2yzxZhW1XzK577p9Z4pW4LTg-n62qLN1W8qQJ4P6-jhpvN8JvwSx7fZqCW1qb8_P5=
2W8jJVBK2XY6kKR9ZW8DC0bJ8dWf88W4HPGXD4ktRMLW7jsnVy4XfFt6VggVnj18b8hgW5wzsb_=
2fwRS2W3QJlbJ3P_9qLV3Xw6q26bLtsf14p8_v04 ) from the opening credits that re=
ads =E2=80=9Cdays without an accident=E2=80=9D instead tracked how long it=
=E2=80=99s been since the United States started work on building newer, sle=
eker, and more efficient reactors. Until last week, the sign would have clo=
cked 4,539 days =E2=80=94 13 years since construction began on the AP1000 r=
eactor known as Plant Vogtle=E2=80=99s Unit 4. But last Friday, the next-ge=
neration reactor startup Kairos Power broke ground on its demonstration pla=
nt in Tennessee. Then this week, the Bill Gates-founded reactor company Ter=
raPower started construction on its debut power plant in Wyoming. =E2=80=9C=
This isn=E2=80=99t a test reactor,=E2=80=9D Chris Levesque, president and c=
hief executive of TerraPower, told The Wall Street Journal (https://d2QWfV0=
4.na1.hubspotlinks.com/Ctc/X+113/d2QWfV04/VWbTs_6F9-BWW2ynB7h7NNJvdW5DT7xy5=
NfmMKN7zrx105n4LbW7lCGcx6lZ3lHW8VnSpR6PL-VDW5phsVf77d9N7W3VqQNF7B_zClW58jLX=
W1FZtR2W1N4FxH6VJj9PN7ZH02msMyHRN3wlJzcZLqgqW3bhXvb7gf0QcW5Rshk76h6W1KW1L_y=
zW3q4XxZW1CKXRP5HnkMfW2d8X4_6jX_DnW4kFcMK1v8xTvW1vjQ7d8pzqJxW3yppRx4pS2QQW5=
3RZ951ZtYGqW4CKNvS486X22W6KHzr591LB8HW5zDLTd7FnxwrW3Rfjl8467_QrW4r3hQl7zm5w=
TW8Rkt_v3nYfCCW7CVJwc1wWz4qW57SCGW32L9m5N6HYYMQh9rJ5W2mspfY23T1BBW50hjMp9gy=
g4_VlDhxk7MQKCbW7N0M-b7b1SmmW8_cVpx6J7HWJN2DXJZT2w1jpN1lsQr3M5bmsW7BMymq7qL=
5rSW5_QDR323rZcvN6cj7DdYz1XGW333yK71H3YG8W1K0nX32GKQ0KW28Bq2h670F6PW3HHTH48=
06ygwW58C1PJ6TfCkwf1sHfBF04 ) . =E2=80=9CThis is a grid-scale nuclear react=
or that will be built in 42 months.=E2=80=9D While there=E2=80=99s plenty o=
f ambition to build more reactors in the U.S., the country has a very, very=
 long way (https://d2QWfV04.na1.hubspotlinks.com/Ctc/X+113/d2QWfV04/VWbTs_6=
F9-BWW2ynB7h7NNJvdW5DT7xy5NfmMKN7zrx1j3pyd0W7Y8-PT6lZ3pWW45pp6f4Y8z2KF3-x0f=
_QWXpW39TBwW1Xn3MvW4ZjNks8m_KWnW2tM9xj8QdWWrW3bdQjd8ZGSBwW1ZKyht2P6cszVQ2gG=
l4G7sFfW3mp1TP8qgK5dN1hcvl2HKPysW5FNCQ86DGYdxW7fb9zP5QPgS8W30fwzm868zqbW10j=
G7Q5YlwBZN7HzZYRl2WlgW80D4s-73Mwp4W4tRG5h4N5Jm_W1s3r_v2YgtWgW5pTfZz22Tw1-VW=
fLXb7B7wqYW13f7lQ1ySCQ7W4Ntj0X8hv18VW7bpcMd7DZLVwW4L5Tnt3tWqZgW32Spvf5Jnqwf=
W6q-rJq7Phhm3f72xY-C04 ) to go to even catch up with China=E2=80=99s actual=
 construction output.

California won=E2=80=99t be the site of any new plants anytime soon, at lea=
st until the state lifts its legislative ban on building new reactors. But =
keeping the state=E2=80=99s last operating nuclear station, Diablo Canyon, =
running from 2030 to 2045 could offer net savings of capital and operating =
costs totaling more than $7.6 billion, or more than $500 million per year o=
f continued operations, according to a new analysis (https://d2QWfV04.na1.h=
ubspotlinks.com/Ctc/X+113/d2QWfV04/VWbTs_6F9-BWW2ynB7h7NNJvdW5DT7xy5NfmMKN7=
zrx1C3pyd0W8wLKSR6lZ3pVW4fvpw03M6YWKW8m3wZz3pp3_JW8NSFNp4V2z0-Vsn__31PdblbW=
1fZt071cHtr0W9fBSlG5HntSKW4Z-84651s7BwW2LsZqr8SC-pPW71hvP33KrfRTN39ppbLFGzF=
rW3Hbl7b2ygw76W3YZKbd5TThzTN4qw9k0t0BJ0W2fw02B9dZMr3W6r75hN4z571GW6Shy_55cl=
wcsW7gSr471LkMJsVsCGCy6Wz30PVY_4Vc7qsfhWW2fZhq15JT9g6W9jT4gx4XjWMjW5sZWZF4V=
-v1-W2cDRNW6LDfRRW4HTNWz3TsmwVVpVqrG16z1j2W5qLH2y2CNbHtW1vG_6K2hd6ZNN8651xN=
vXyp_f9lvxmz04 ) by the Massachusetts Institute of Technology=E2=80=99s Cen=
ter for Energy and Environmental Policy Research. The savings =E2=80=9Cmore=
 than double when calculated relative to the current portfolio of alternati=
ves mandated=E2=80=9D in a state bill that lays out the renewable energy op=
tions for meeting Sacramento=E2=80=99s 2045 climate goals. =E2=80=9CIn that=
 case,=E2=80=9D the report states, =E2=80=9Cthe total present value of savi=
ngs for extending the life of=E2=80=9D the plant =E2=80=9Cexceeds $20 billi=
on, or more than $1.3 billion per year.=E2=80=9D

2. Energy Department enlists 90 nuclear firms in wartime reactor push

If the Trump administration achieves its goal of siring a nuclear renaissan=
ce, we=E2=80=99re going to need a lot more reactor fuel than we currently h=
ave available. Much of that supply has come in recent years from Russia, bu=
t a U.S. law will fully ban imports in 2028. Both the Biden and Trump admin=
istrations have lavished funding on fuel enrichers. But on Thursday, the De=
partment of Energy tapped a new tool: the Defense Production Act, the once-=
obscure Korean War-era statute that gives the federal government more power=
s to direct manufacturing. Under a newly launched (https://d2QWfV04.na1.hub=
spotlinks.com/Ctc/X+113/d2QWfV04/VWbTs_6F9-BWW2ynB7h7NNJvdW5DT7xy5NfmMKN7zr=
x1W5n4LbW95jVnq6lZ3nsW6ZS4jR4V-fhWW29F53k2SBrXLN2t6CBzrdV26V6B3-L99cRXCW4kR=
sHq3wZ47FW91Flm-7ssNRFN3VCvthyjrKKW96MMXv4wK8ngW2NJT7t7HmSRZN9bR7Z4NNtqfW15=
vcDc8mcmJDW78qF9B408sYlW2rr24j6dHFMtN8M-GDN-3Cg_W1HTXVP7lXQdbW4MNLGP58RlSZN=
2GWKcmTHpyfVg32dd3LgWBMW7BbjV65Z55KWW4MyjrL1W-ZJJW1xb5321T8MPcVxz0wB2NCFRKN=
52hQPDYxW_hW4Zp_Zx8Vgx5TW5w26618PmTP_W8zSLzz8-LyZTW2cXY0g6TZfQzW4d4wHm5MBFB=
DW8PDW4q6vbwFsN585T9FT7fBDW2T0tGH34qtltW7WLfnB5Bg3zqW5ThKnz6gQysDW32TlLB3Rx=
h-GW62wCn486JdmRV_wvlT5QxCj_W1mgzHN3x0Q2bW35gV_s95vGgPW4LfZNt1lZL1jW3CHsXv4=
qk4rXW6Wg3YG3rvS6WW9cC8wL2KQRm-W7-tRJ62zxZSFW6Sf7b861RRx4W7jVp9r98tJ4fW7V_n=
Pp5P0Jy5f5NhwBl04 ) Nuclear Fuel Cycle Consortium, the agency assembled rep=
resentatives of more than 90 companies in the nuclear industrial base to =
=E2=80=9Caddress all facets of the nuclear fuel supply chain including mill=
ing, conversion, enrichment, deconversion, fabrication, recycling, and repr=
ocessing.=E2=80=9D The Energy Department also kicked off a campaign it=E2=
=80=99s calling =E2=80=9CNuclear Dominance =E2=80=94 3 by 33.=E2=80=9D The =
program aims by 2033 to =E2=80=9Ccatalyze a secure and cost competitive dom=
estic fuel supply chain,=E2=80=9D speed up deployment of advanced reactors =
and reprocessing facilities, and find ways to use the DPA to speed up the b=
uildout.

3. Interior Department launches a new offshore drilling and mining agency

The Department of the Interior is creating a new office called the Marine M=
inerals Administration to manage oil drilling and seabed mining in America=
=E2=80=99s territorial waters. The new office, formed by reunifying two off=
ices that had been split up after the 2010 Deepwater Horizon oil spill, thr=
eatens to weaken the environmental oversight of both the traditional oil an=
d gas industry and the emerging mining sector. The move is =E2=80=9Cworriso=
me because it has the potential of bringing things back where they were, wh=
ere there was this inherent conflict of interest between promotion of offsh=
ore oil and gas, and oversight safety,=E2=80=9D Donald Boesch, emeritus pro=
fessor at the University of Maryland Center for Environmental Science, told=
 The New York Times (https://d2QWfV04.na1.hubspotlinks.com/Ctc/X+113/d2QWfV=
04/VWbTs_6F9-BWW2ynB7h7NNJvdW5DT7xy5NfmMKN7zrx1W3pyd0W95jsWP6lZ3lSW6Gq7jN3Z=
d7kRLDMpZ6zkHQW8LRlFl5zWX3tW3kT05d4mDp2wVV8LN13sSC60V9hm_y6dBr1LVPxphd2ThlB=
qW3xvkmQ6hXqf5W53mYqn1cJcKtW39sh1x7cTmR_W5ddm4D1JVmWnV5HQb07JPwyyVldHKG7hVw=
31MkRdPY9qFDsW3kFDz35Wy4sLW8Z_6-Y7dS4-GW7TLFGb8Cb5nkW1TvlK-1Xc1c_N9lgQvdtm2=
WTW3Q_Wjt1f_KlBW209ltm78c_k8W5ZxWxP35txLRF55YnsQ4vBvVY7kHc8V_ssrN2Svz1zft-q=
GW3Xp5VN13PxyqW4_kpzK3Kn7xmW2qMzS65WHBC4W61Ph0b1XRqcfW3SGcmf9kS-qgf8X1GmP04=
 ) . On Wednesday, Secretary of the Interior Doug Burgum said =E2=80=9Cthes=
e unification efforts will streamline bureaucracy.=E2=80=9D

4. New Jersey admits defeat on offshore wind (for now)

The New Jersey Board of Public Utilities has canceled the agreement it reac=
hed with PJM Interconnection in 2021 to develop wires and substations neede=
d to send electricity from offshore wind turbines across the state. The boa=
rd terminated the deal, Heatmap=E2=80=99s Jael Holzman wrote (https://d2QWf=
V04.na1.hubspotlinks.com/Ctc/X+113/d2QWfV04/VWbTs_6F9-BWW2ynB7h7NNJvdW5DT7x=
y5NfmMKN7zrx1j3pyd0W7Y8-PT6lZ3p-W5vCDF75p6LjqW6kg4063jLDF7W1THmnk6v-NfTW5Mq=
fC63-WqskW36mLt-12q_rtW5zSr7H3Zzs7bW4dLRH69cSdHcW47gyfp1gy__6W32fbbK4zCrd4W=
1fRzb32mClcKW4V35_k1RPwtXW4lzDh73lz66VVQ3D5k36jDFmW2zwVHL5kXqLxN2VDB_hdN1CJ=
W7qg83q4jYLRbW7x0b9H2FFqPPW8dfvfV3gQ0R1VTcdJj7dJMKMW93jWXb1l12VlW4Hxmk878QX=
tRW8_CpR32hYVMVW96w6gF6y-m09W5ZwDhc5gq4P4W1pWmFL8Jmj-wW6RvY8n3BjpJkf2H76Vq0=
4 ) , =E2=80=9Cbecause much of New Jersey=E2=80=99s expected offshore wind =
capacity has either been canceled by developers or indefinitely stalled by =
President Donald Trump.=E2=80=9D Despite soaring electricity prices, =E2=80=
=9CNew Jersey is now facing a situation in which there will be no identifie=
d, large-scale in-state generation projects under active development that c=
an make use of [the agreement] on the timeline the state and PJM initially =
envisioned,=E2=80=9D the board wrote in a letter to PJM requesting terminat=
ion of the agreement. Newly-inaugurated Governor Mikie Sherrill has vowed t=
o build new nuclear capacity in the state. As I wrote earlier this month (h=
ttps://d2QWfV04.na1.hubspotlinks.com/Ctc/X+113/d2QWfV04/VWbTs_6F9-BWW2ynB7h=
7NNJvdW5DT7xy5NfmMKN7zrx103pyd0W7lCdLW6lZ3n0W25GjWx8SfX4dW5m5TK15hBDzbW7KNW=
q95j6tQ3W6Vh5H52L2HkbW53DlYB74VcqHW6GqScn1kn2gLN7xQly_dbnhpW4BcK1C1Nlqc_W6f=
mQ1f7L38VJVR1vL78k7BLyW9fngh82n9k-3W7S7vgX37l9cyW5MYq_P6hYL8wN8JKrP6gTGMVW1=
rDJ_T7087zKW7jPyrh62yspDW3D-tlj7VytszW6pg2FP5CctXTW8J5RDr1K98YlW3P4Mcl1pVY-=
gW6w2B5x4D31C4VzYj7K7JKMmtW8Ws4My3SYMfDW98cvq57ysRrRf3mL1q004 ) , New Jerse=
y became the latest state to lift its ban on new atomic energy plants.

5. =E2=80=98A postcard from the future=E2=80=99 and =E2=80=98one of Califor=
nia=E2=80=99s most important climate policymakers=E2=80=99

Heatmap House kicked off San Francisco Climate Week with a day of conversat=
ions and roundtables with leading policymakers, executives, and investors. =
Two talks in particular are worth highlighting.

- Heatmap=E2=80=99s Robinson Meyer spoke about electricity prices (https://=
d2QWfV04.na1.hubspotlinks.com/Ctc/X+113/d2QWfV04/VWbTs_6F9-BWW2ynB7h7NNJvdW=
5DT7xy5NfmMKN7zrx103pyd0W7lCdLW6lZ3kxW16Z3-Z2mbwCBW688Wl18P1pl9W717Lxq4fd2h=
6N4F4rjwPnvKpVg0YQ54rxW1wW84V7ll7sFR-NM2phHlfpJG_W5dHPkK3VDYyxW220S-53VbtgF=
N5311QGtxxmsW3FcJQ44_5ygYW47Kd7p4lgwwjW1Bqsm11p04Q1LgdKbTYXYQW97_vGW8D-cJbW=
7Psbq_5BvTZ3W83nQnB29rbpZW46t6ZG3k-dj1N4pph6NVLzTdW1dxFKQ8Xc3L9W734KsM38l_f=
XW50LZNV9jD6nGW1xgT4v3jPT6-W4gDg3L5wLYwLf2TWLM-04 ) with John Reynolds, pre=
sident of the California Public Utilities Commission, whom Rob called =E2=
=80=9Cone of California=E2=80=99s most important climate policymakers.=E2=
=80=9D
- Rob also sat down with Mateo Jaramillo (https://d2QWfV04.na1.hubspotlinks=
.com/Ctc/X+113/d2QWfV04/VWbTs_6F9-BWW2ynB7h7NNJvdW5DT7xy5NfmMKN7zrx1j3pyd0W=
7Y8-PT6lZ3nKW6PbWMc1DwqLJW2btXXC1kGCwTW6D0sfb3x-p29Vx7cz62NjNT5W4zmcv77CgqN=
7W2VdqTJ1vw4YtN6RYtDsgtSK4W29nwrL9631WPW5jvj6774Hv71W2-xlnd2m473qW6R5k2D7jX=
g4-W5Zl_Vs89XhG0W361v7214th1nW3jv6Qt1Zsv_XW5w2Y788PGy1sW4Cr9862KYN18Vbv0TG4=
tF6KzW225hlf3tS7m1W93kjQn8XsRZ-VsHRRh3xBYRlV64q1q3LWfbXW4SScK55QyZl1W7dvV_F=
99nRPrW5LXHvy3pP9dRW6btlH66c5MQ9W8mz2XY4zt_b6f74GqQT04 ) , the chief execut=
ive of the long-duration energy storage startup Form Energy, and discussed =
why Ireland is =E2=80=9Ca postcard from the future.=E2=80=9D

THE KICKER

China is going all in on hydrogen as Beijing seeks ways to free itself from=
 imported fossil fuels. Now the Dalian Institute of Chemical Physics has an=
nounced a facility in Xinjiang to use 1.5 gigawatts of wind power to produc=
e green hydrogen mixed with an engineered material in a slurry bed reactor =
to transform solid asphalt into synthetic crude oil. If successful, the new=
 process would allow China to import heavy oil and asphalt very cheaply fro=
m Central Asia and convert it into crude oil, the technology blogger TP Hua=
ng wrote on X (https://d2QWfV04.na1.hubspotlinks.com/Ctc/X+113/d2QWfV04/VWb=
Ts_6F9-BWW2ynB7h7NNJvdW5DT7xy5NfmMKN7zrx1j3pyd0W7Y8-PT6lZ3nZM7NHRMXZWm-W7HP=
dlg8rp0Y8W6hbNVt3djqCGW80wHZM1w7FT6W6SSk4B8ctNsXW6LRg0_16YQ8qW4XScDt1yWfwHW=
7QnzZS4gL-5zW6pZLFN7cvTjzVflG2_3_DgHGW5CPs3N5JnqYwW84F5RR9m4HXLW4PybQZ2q99w=
mW6lsNCw45pVV3W11w-VX4KzrpfW2Dccsk1jdFJDVYbSX97kfZ0kW3tC7zs2RKPNxW8xQMJk4Vl=
0jXW5CjRky8DdhKBW6FyvgJ2xmRbmW6gYzY83JfF2qN939-6hxjcthW9f257z6SrcB_W9fsc-X2=
WDL_0W2c3Twr7Tdyrtf1KnL-R04 ) , adding: =E2=80=9CChina is continuing work t=
o turn crap into useful energy source by applying green electricity derivat=
ives in its bid for energy independence.=E2=80=9D

Opportunities

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62NhC5Mf772f2y10nC04 ) to inquire and equip your teams with world-class cli=
mate and energy intelligence.

Advertising & Events

Want to get in front of Heatmap=E2=80=99s audience of energy insiders? Cont=
act Heatmap=E2=80=99s Mike Munsell at mike@heatmap.news (mailto:mike@heatma=
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CgPNL4DCTZMW3nQX6f8jc918W3z-rQK47tlDqW1J1dg126bQQ5MFwGSmwT6xQW8H8HG08HcHH4N=
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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 &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]-->
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  <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=
/VWbTs_6F9-BWW2ynB7h7NNJvdW5DT7xy5NfmMKN7zrx0K3qn9qW6N1vHY6lZ3pyW4ZHHpy3vPH=
hHW16xSPs80grCzN9jl3VRqS_f5W4cRbzb7CJN7CV2klKR1MtmzhW8gNR0J2LkrHbW4cXpVR3kc=
KfpW75QJRX4jMXzjV7Z0lJ8zwj25W8mvYSL8p1rPmW6t78Gd40PXZ7W7tfFkK37FyjGW5qy6RY6=
QWnGWW53v9TQ1l6CFbW4rMLvd7kBNQ3W2Tj8Bk2vXXJxW84Qp-n6bFVXRN3_5CWTsWc8_V6QTq-=
1d-nYXW86CWnf3KFq7MW4dsSkm5rS4ttVkW0bn65nLRPf1dy6NP04" target=3D"_blank" st=
yle=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 APRIL 24,&=
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;">Severe thunderstorms are pummeling the Mississippi Valley, particularl=
y in Arkansas =E2=80=A2 Heavy rain has deluged much of the Somali capital o=
f Mogadishu =E2=80=A2 Temperatures in the northern Indian state of Uttar Pr=
adesh are reaching 110 degrees Fahrenheit. </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>The U.S. officia=
lly has two new nuclear projects underway</strong></p></div></div></td></tr=
></tbody></table>
<div id=3D"hs_cos_wrapper_module_17770024431531" 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 2026-04-23 at 23.47.17" src=3D"https://hs-23=
917781.f.hubspotemail.net/hub/23917781/hubfs/Screenshot%202026-04-23%20at%2=
023.47.17.png?width=3D1120&amp;upscale=3Dtrue&amp;name=3DScreenshot%202026-=
04-23%20at%2023.47.17.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=
7751648071945" 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_17751648071945_" 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">Have Bart write this on the chalkboar=
d: I Will Not Spread Nuclear Misinformation. Photo: <em>The Simpsons</em></=
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=
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"><div aria-setsize=3D"-1" style=3D"line-hei=
ght:150%">
<div data-hsprotectaria-roledescription=3D"message" style=3D"line-height:15=
0%">
<div aria-labelledby=3D"primary-D0960F0VALC-1776856752.873179-sender primar=
y-D0960F0VALC-1776856752.873179-message_text primary-D0960F0VALC-1776856752=
.873179-alt_text primary-D0960F0VALC-1776856752.873179-date_time primary-D0=
960F0VALC-1776856752.873179-reaction_count primary-D0960F0VALC-1776856752.8=
73179-reply_count primary-D0960F0VALC-1776856752.873179-link_count primary-=
D0960F0VALC-1776856752.873179-attachment_count primary-D0960F0VALC-17768567=
52.873179-has_draft_reply primary-D0960F0VALC-1776856752.873179-pinned_stat=
e primary-D0960F0VALC-1776856752.873179-edited_state primary-D0960F0VALC-17=
76856752.873179-later_state primary-D0960F0VALC-1776856752.873179-broadcast=
_state primary-D0960F0VALC-1776856752.873179-broadcast_thread_root_message =
primary-D0960F0VALC-1776856752.873179-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%">Let=E2=80=99s, for a moment, recast <span sty=
le=3D"font-style: italic;">The Simpsons</span>=E2=80=99 role in nuclear ene=
rgy discourse. Rather than fearmongering with a pseudoscientific depiction =
of fission energy, imagine if that sign in the <a href=3D"https://d2QWfV04.=
na1.hubspotlinks.com/Ctc/X+113/d2QWfV04/VWbTs_6F9-BWW2ynB7h7NNJvdW5DT7xy5Nf=
mMKN7zrx1j3qn9qW7Y8-PT6lZ3n1W1xyLCb5BG4M9W19yWMS6fXDMyW89ccXt6V07w_VZBPHj6Y=
F8VzW7sl5V26BJKP3N2H2s_9t16fpW83VyfX1YmyLQW1vVK0L34hgR0W2vWLcb5TlYRPVqLxZy8=
yNqC8W4DD59_65snLDW7bYClc4LbfMHV38M_G4Cyb-zW4VPX6r6ZDbfPW4KGKHc7xtDfJW51VSb=
97GsK7_N2rLfKWjQ_YcW6VF5n42TDB53N35kVd7SP5NSW72X47t3zN-TQW3tk-PD1nWNZbW4blb=
Nl3ShgW4W2yGjXL7nYGbQW829C6q5R4CnmW265wtv7J_4tRW5sK4Pl81WLqgdctx4W04" style=
=3D"color:#000000" data-hs-link-id=3D"0" data-hs-link-id-v2=3D"VbB2+RQG" ta=
rget=3D"_blank">scene</a> from the opening credits that reads =E2=80=9Cdays=
 without an accident=E2=80=9D instead tracked how long it=E2=80=99s been si=
nce the United States started work on building newer, sleeker, and more eff=
icient reactors. Until last week, the sign would have clocked 4,539 days =
=E2=80=94 13 years since construction began on the AP1000 reactor known as =
Plant Vogtle=E2=80=99s Unit 4. But last Friday, the next-generation reactor=
 startup Kairos Power broke ground on its demonstration plant in Tennessee.=
 Then this week, the Bill Gates-founded reactor company TerraPower started =
construction on its debut power plant in Wyoming. =E2=80=9CThis isn=E2=80=
=99t a test reactor,=E2=80=9D Chris Levesque, president and chief executive=
 of TerraPower, told <a href=3D"https://d2QWfV04.na1.hubspotlinks.com/Ctc/X=
+113/d2QWfV04/VWbTs_6F9-BWW2ynB7h7NNJvdW5DT7xy5NfmMKN7zrx1j5nXHCW7Y9pgv6lZ3=
n2W6k8crn2ZslLDN5TGkXV_r9gTW2NZcKD8FLWpXW307XLC8ZVpJmW2M832D7tFCDMVzPlX77JW=
BtcW2s3NBf5ps4QnW2J1qjW38y8lpW4k144S15-jS7W4bV7Bt610G00W3Cq3kk14WdcvN5W5GYs=
PvppWW3YzlSv1xxZvrW7R3ML72xzPlfW8yHnN232X_d-VLSg5-8MD_qtW2cJdKc2WrX1jW4PzFF=
j45XXrzW6j30gk4GKWg0W2YKjTW3WFzZwW3HP-NN1NWPL2N7XX9wn5gQ2vW4gZqCV1nD0KhW1Tf=
-7Q1YMbS-VSKgjK2Wf5KcN81NGjwv0FrlW8MK3D14JGT1LW2_K-Q_3Tb6vfW2g4dwP2Gx3GsW7T=
pJsm9gdF9YW2VKSDH4QkYVSW97yg305SC7y9W8MGzqg6BKTgQW8Ym1Bt7TMXYFW3fzDrH8sygmv=
W7rmDWK3_tDKMW29d2P94j0r7SW8Zq5SW4hZ7RlMlr6xB19yhSVY3bp56270l3W1P75WS5_XMB6=
W2ynt3T2K9FgFf3x6xH804" style=3D"color:#000000" data-hs-link-id=3D"0" data-=
hs-link-id-v2=3D"Jx0eHOt9" target=3D"_blank"><em>The Wall Street Journal</e=
m></a>. =E2=80=9CThis is a grid-scale nuclear reactor that will be built in=
 42 months.=E2=80=9D While there=E2=80=99s plenty of ambition to build more=
 reactors in the U.S., the country has <a href=3D"https://d2QWfV04.na1.hubs=
potlinks.com/Ctc/X+113/d2QWfV04/VWbTs_6F9-BWW2ynB7h7NNJvdW5DT7xy5NfmMKN7zrx=
1C3qn9qW8wLKSR6lZ3n9W8-MpbZ42RWBvW5SqXT-79T4RBW3vMWZd2rZnyDW6nWycJ4WgCrDN5L=
F2L4tvKLBW3sNcg25Vkv--W1l3XPK1-2ssjV36Lkj1ggcYNW16_L7b5P_Mh4W7r0Gyn9728QdW5=
zFQTS6w9ctJW7ky1zQ1DwjnlW1K6rdG15CDxQW7f8hQ53PH68bW5FHM_H5Cc7z4W3LfCKl2xZCN=
ZW7pp5ps4g84xqW528Kjn7WYZ9sW3L6Gmp5KY6PSV50GPK9dNLR9W5Rk3d028Y2cfVsHwC96XPk=
grW7cH07s4ksv5MW5FT9yL6j8rpkW6hr1qz65yksYW7j-C574VPDkTW3h1K4M9123FLW8C-FX71=
hfg75dH7k6W04" style=3D"color:#000000" data-hs-link-id=3D"0" data-hs-link-i=
d-v2=3D"plrGhHK3" target=3D"_blank">a very, very long way</a> to go to even=
 catch up with China=E2=80=99s actual construction output.&nbsp;</p>
<p style=3D"line-height:150%">&nbsp;</p>
<p style=3D"line-height:150%">California won=E2=80=99t be the site of any n=
ew plants anytime soon, at least until the state lifts its legislative ban =
on building new reactors. But keeping the state=E2=80=99s last operating nu=
clear station, Diablo Canyon, running from 2030 to 2045 could offer net sav=
ings of capital and operating costs totaling more than $7.6 billion, or mor=
e than $500 million per year of continued operations, according to a <a hre=
f=3D"https://d2QWfV04.na1.hubspotlinks.com/Ctc/X+113/d2QWfV04/VWbTs_6F9-BWW=
2ynB7h7NNJvdW5DT7xy5NfmMKN7zrx1W3qn9qW95jsWP6lZ3lqW8hCNPM1wvPXHVqFhfj8dFwn7=
W5vpcyf7cdX7lW2pFsHz1sJtYSW7ZsRNT2f2MpjN8sKfmFLdF8FW6TwV187jhKXqW59Pw0D3Jbp=
JMW54Ks3B7hYGGWW25z2Sh8PtJW1W5sYHz96VdwRFW2yDhyF789htQN7d513PFRhrPW3TXbH02Q=
hL6QW9f8RbB8FkRlSW5zqngY2_g5WNW4kXCLF9fzNVdW2j531G2r77dWW55LvsX9bPsgHW7_dqT=
x46v-4rW56RB9w3F7q0xW97Djmh6Z7M6_W6stsG03GDwvdW6-qWfd1w1-8PW7T-DCg6l__S9MS9=
3SDF7XqCW40GWjP2MKrJSW6XWymm4NJtYQN97_0Yjlpd7NVzN86_511rVgf3ffG--04" style=
=3D"color:#000000" data-hs-link-id=3D"0" data-hs-link-id-v2=3D"b4uW65Yg" ta=
rget=3D"_blank">new analysis</a> by the Massachusetts Institute of Technolo=
gy=E2=80=99s Center for Energy and Environmental Policy Research. The savin=
gs =E2=80=9Cmore than double when calculated relative to the current portfo=
lio of alternatives mandated=E2=80=9D in a state bill that lays out the ren=
ewable energy options for meeting Sacramento=E2=80=99s 2045 climate goals. =
=E2=80=9CIn that case,=E2=80=9D the report states, =E2=80=9Cthe total prese=
nt value of savings for extending the life of=E2=80=9D the plant =E2=80=9Ce=
xceeds $20 billion, or more than $1.3 billion per year.=E2=80=9D&nbsp;</p>
</div>
</div>
</div>
</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;">2. </span><strong>Energy Depa=
rtment enlists 90 nuclear firms in wartime reactor push</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: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"><p style=3D"line-height:150%">If the Trump administration achieve=
s its goal of siring a nuclear renaissance, we=E2=80=99re going to need a l=
ot more reactor fuel than we currently have available. Much of that supply =
has come in recent years from Russia, but a U.S. law will fully ban imports=
 in 2028. Both the Biden and Trump administrations have lavished funding on=
 fuel enrichers. But on Thursday, the Department of Energy tapped a new too=
l: the Defense Production Act, the once-obscure Korean War-era statute that=
 gives the federal government more powers to direct manufacturing. Under a =
<a href=3D"https://d2QWfV04.na1.hubspotlinks.com/Ctc/X+113/d2QWfV04/VWbTs_6=
F9-BWW2ynB7h7NNJvdW5DT7xy5NfmMKN7zrx1W5nXHCW95jVnq6lZ3nCW2hXY904wlv9JW2spff=
k2Fl--fW56Q65-67LVpTW2dll4x1WC8jhW6v_qL68sKpchW1rcHsz8cmB8HW3VrGqh9ldc7QW1v=
rd_y35686xW3813Sf8STWzlW9kcJ7x69fWG4W6R9Q_h1D87vgW60mtvs7YqYM6W955CZG4_TZcj=
W6KNwdB8QhTH-W5f11Pj1PN_6RW4SF4xq8Db7hSW641b1d58MkyCW58qG70672BzmW4DYQyM2Q1=
p8LW39737J6Ny9_tW5xhTZC33C47ZW8f3fLG4SG_4PW3gfM1R2cSvgqW7wZdKG4XzvQCW11lbMk=
1k4MfsW1tnyqg2BrXFvW2Mzhm45m8f4NW7q4L4v9k8R1BW5Cg-Gc4YsSmkW8f08xW1pwgTpW7vF=
-Hd2pQGW2N2pBS1ZLxFWxW617rMV78R6HBW13DB9074ry55W3ZlTVy7zm5syW76_9mP2X6tVVW2=
6f6QW708vjCW5f2Q5n3vw7kKW45-WPt824xTjW76mrBr2GpqnVW71JDS73bDjqyW2-FRmY5jXXP=
DW3VbYh57P5gcZW2C4q5T4wHZN8W5yQxW53qBTszW1N4K_C8MzTNXf7gKQmF04" style=3D"co=
lor:#000000" data-hs-link-id=3D"0" data-hs-link-id-v2=3D"T/B7Rkxf" target=
=3D"_blank">newly launched</a> Nuclear Fuel Cycle Consortium, the agency as=
sembled representatives of more than 90 companies in the nuclear industrial=
 base to =E2=80=9Caddress all facets of the nuclear fuel supply chain inclu=
ding milling, conversion, enrichment, deconversion, fabrication, recycling,=
 and reprocessing.=E2=80=9D The Energy Department also kicked off a campaig=
n it=E2=80=99s calling =E2=80=9CNuclear Dominance =E2=80=94&nbsp;3 by 33.=
=E2=80=9D The program aims by 2033 to =E2=80=9Ccatalyze a secure and cost c=
ompetitive domestic fuel supply chain,=E2=80=9D speed up deployment of adva=
nced reactors and reprocessing facilities, and find ways to use the DPA to =
speed up the buildout.&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_1=
7755629544911" 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>
</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_1775477629132" 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" 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_1775477629132_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_17168972411022" 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_17168972411022_" 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">3.<strong> </strong><strong>Interior Department launches a =
new offshore drilling and mining agency</strong></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_17742690607088" 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-1774269060708-0" 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 20px"><div id=3D"hs_cos_wrapper_=
module_17302028083781" 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_17302028083781_" 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%">Th=
e Department of the Interior is creating a new office called the Marine Min=
erals Administration to manage oil drilling and seabed mining in America=E2=
=80=99s territorial waters. The new office, formed by reunifying two office=
s that had been split up after the 2010 Deepwater Horizon oil spill, threat=
ens to weaken the environmental oversight of both the traditional oil and g=
as industry and the emerging mining sector. The move is =E2=80=9Cworrisome =
because it has the potential of bringing things back where they were, where=
 there was this inherent conflict of interest between promotion of offshore=
 oil and gas, and oversight safety,=E2=80=9D Donald Boesch, emeritus profes=
sor at the University of Maryland Center for Environmental Science, told <a=
 href=3D"https://d2QWfV04.na1.hubspotlinks.com/Ctc/X+113/d2QWfV04/VWbTs_6F9=
-BWW2ynB7h7NNJvdW5DT7xy5NfmMKN7zrw_R5nXHCW50kH_H6lZ3m7W3PLlxL8Y247TW1b3T2y4=
mBxsrW7x-fyp3Jg_bWVf2pvJ40jSR6W4vMTSw1yfnyGW1G6-jj6f5x4NW5J8YQK1nQPMRM1Jz_V=
JwJfLW5JBZzc965FGCW8SMsZX3_ct9PW8bVrgW2xF6G8VKvGBB5ckjvCW8Wn1FL7x6D08W6rnQ3=
f5Yh8pcW4K94cD4sHlscW7G4q1m941llmW8r-8JV5SKnblW3Yv7Fy3TgMZQW21Qdyp1l3nS7W2-=
C2NK7x37dTW2X3ncw1PKcCxW9dh0vY4X6QcZN7skKPjXtckLW1XB_n69gblZ5W1J9wsv2FlPf_W=
3TSPhm4VLsV5N6Bz4F_2qKBnW446HWW6KHpxbW7sdZG_4rwlsQW3FhgNp7n_JB8W4JTcCD149b8=
6W6sk5Rh4547pkf41t63z04" style=3D"color:#000000" data-hs-link-id=3D"0" data=
-hs-link-id-v2=3D"3ZJp+8s5" target=3D"_blank"><em>The New York Times</em></=
a>. On Wednesday, Secretary of the Interior Doug Burgum said =E2=80=9Cthese=
 unification efforts will streamline bureaucracy.=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_1=
7751573382361" 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 #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:4px 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>
</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_1774008655095" 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" bgcolor=3D"#ffffff">
   =20
    <!--[if (mso)|(IE)]>
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=3D"0" style=3D"width:600px">
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<div id=3D"column_1774008655095_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_17168973895873" 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_17168973895873_" 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"><span style=3D"font-weight: bold;">4.</span><strong> </stro=
ng><strong>New Jersey admits defeat on offshore wind (for now)</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"><p style=3D"line-height:150%">The New=
 Jersey Board of Public Utilities has canceled the agreement it reached wit=
h PJM Interconnection in 2021 to develop wires and substations needed to se=
nd electricity from offshore wind turbines across the state. The board term=
inated the deal, <a href=3D"https://d2QWfV04.na1.hubspotlinks.com/Ctc/X+113=
/d2QWfV04/VWbTs_6F9-BWW2ynB7h7NNJvdW5DT7xy5NfmMKN7zrx1j3qn9qW7Y8-PT6lZ3m9W6=
lhJpH60pm4mW6W20CM7QlWV0W4zCXKb8DKtV5W7_CzHp4LbCR5N8cLjw2MNqS9W6tj_--26td2F=
W1GffQd68s0W9W64z_Nl5nFfhNVSt_ND5YR5ZVW55KBPS4-fg6SW1xdkg52lF5s2W2jkt2v1j9F=
49W27zNlb7tP9fGN7_F70wQ_hJGW4FZw5D6-cZvqW4hvBl693kh4HW89VBC83N3VmzW2n5NWv6T=
t2RyW3HFv4t7_qyVpW6nvv_m95YJFJN6N7wx0dQ0f5W6BM-Kk8NY57pW5qmCg77f0bHpW1lzwk7=
74QbspW4Sp_z56qtxJXW6Mgkp21zNyGPd4lvCM04" style=3D"color:#000000" data-hs-l=
ink-id=3D"0" data-hs-link-id-v2=3D"yQZgB5yd" target=3D"_blank">Heatmap=E2=
=80=99s Jael Holzman wrote</a>, =E2=80=9Cbecause much of New Jersey=E2=80=
=99s expected offshore wind capacity has either been canceled by developers=
 or indefinitely stalled by President Donald Trump.=E2=80=9D Despite soarin=
g electricity prices, =E2=80=9CNew Jersey is now facing a situation in whic=
h there will be no identified, large-scale in-state generation projects und=
er active development that can make use of [the agreement] on the timeline =
the state and PJM initially envisioned,=E2=80=9D the board wrote in a lette=
r to PJM requesting termination of the agreement. Newly-inaugurated Governo=
r Mikie Sherrill has vowed to build new nuclear capacity in the state. As <=
a href=3D"https://d2QWfV04.na1.hubspotlinks.com/Ctc/X+113/d2QWfV04/VWbTs_6F=
9-BWW2ynB7h7NNJvdW5DT7xy5NfmMKN7zrx1j3qn9qW7Y8-PT6lZ3lSW3XczYD161GTqW6WS1m8=
7HPC5_W52k45w3S-W_jW52hQbW2yfM8nW2MM0LX44ljglW5Fsrj078-KJ5W4l23-z991VKkW61C=
4kJ3KJ9lkW2-HYxm89C1l4W64kWpz5bVZcNW3Q6z2j4926vCW2QXZp-32GrDRW8BJ3BT54bqTxW=
7lkPVs6WP6g4W9dBc149hcJM0W64Wfpq84K1KXW5DsC962Cvf0-W36wdV65w_m32W7hw_Hp4cVG=
LjN4cBX7W9G-d4N2RWKn7Hj5sCW6RGRjj1g8gWvW83fZ5J7_8zWlVgjFDQ571LdcW27SCc01L2W=
j0W8xzM8M3r5HYFf7h2TbR04" style=3D"color:#000000" data-hs-link-id=3D"0" dat=
a-hs-link-id-v2=3D"eZ3boxge" target=3D"_blank">I wrote earlier this month</=
a>, New Jersey became the latest state to lift its ban on new atomic energy=
 plants.&nbsp;</p></div></div></td></tr></tbody></table>
</div>
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      <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">
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    <!--[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">
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    <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_17769522133741" 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%">
  <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 #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:4px solid #e6e6e6;wid=
th:560px;">
          <tr>
            <td style=3D"height:0;line-height:0">&nbsp;</td>
          </tr>
        </table>
      <![endif]-->
    </td>
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  </div>
  <div id=3D"section_17549147556788" class=3D"hse-section" style=3D"padding=
-left:10px; padding-right:10px">
   =20
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      <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">
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    <!--[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)]>
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<![endif]-->
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  <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">5. <strong>=E2=80=98</strong>A<strong> postcard from the fu=
ture=E2=80=99 and =E2=80=98one of California=E2=80=99s most important clima=
te policymakers=E2=80=99</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%">Heatmap House kicked off San Francisco Climat=
e Week with a day of conversations and roundtables with leading policymaker=
s, executives, and investors. Two talks in particular are worth highlightin=
g.&nbsp;</p>
<ul style=3D"line-height:150%">
<li aria-level=3D"1">Heatmap=E2=80=99s Robinson Meyer <a  href=3D"https://d=
2QWfV04.na1.hubspotlinks.com/Ctc/X+113/d2QWfV04/VWbTs_6F9-BWW2ynB7h7NNJvdW5=
DT7xy5NfmMKN7zrx1j3qn9qW7Y8-PT6lZ3lQW5TxXMZ6pg_4HW8F0kcM2TFCFdW6nrZyX8rJyhJ=
W523jGN26RQF5W2ckJHp3CqXRMW12lqjj1NCdn4W7BZBMW75X0yPV4NzFk4YzZzKW1S1vNb3VV3=
CfW8wjF2B8jfk1ZW95p0w33bgxGrW5V6yHl5X0lXNW4Q4Cfm1yqggNW80p9C_9gMPdnW3Zrqmb1=
Z4TDCW7ZJ0fq2cNy28W2ZtG8p4LdzjzW6Mz5DF2N5PFGW3xLBxG7QpXHrMzF1wVF5f0qW5H0YkC=
7JNdX9VqlXHj4K2srpW5Hdx5V77z0XwW8Mtb2H1TcG2XW6vBn9s1WgxJhVs6vkD68w6cGf28gw8=
-04" style=3D"color:#000000" data-hs-link-id=3D"0" data-hs-link-id-v2=3D"g2=
RPynqi" target=3D"_blank">spoke about electricity prices</a> with John Reyn=
olds, president of the California Public Utilities Commission, whom Rob cal=
led =E2=80=9Cone of California=E2=80=99s most important climate policymaker=
s.=E2=80=9D</li>
<li aria-level=3D"1">Rob also <a href=3D"https://d2QWfV04.na1.hubspotlinks.=
com/Ctc/X+113/d2QWfV04/VWbTs_6F9-BWW2ynB7h7NNJvdW5DT7xy5NfmMKN7zrx1C3qn9qW8=
wLKSR6lZ3kvW4_r_JS7NzYS5W3cr-jt32YQbvW4sCY8v1m03GbW8L9dtT6N6Sd_W4QHzkw2G0Sl=
kW3pvdXT5CKhy7W1hClmz4zqynkW6Wk8PF6NnDp4N5RDPL5DtPV-W5Dy6675Y9ySKW6Vs4sV5FN=
nxlW71mH214cfHr2W2Ydxxc7Jt5bvVFcW0f5YfdmkW583jGX5tcfWnW3rLtws4np-czW1r2LrC4=
xX4RDN5ZSJGVTXybSW5KzHzv7Kkz6JV4j1zL8DbyfnW4Y91yV2P0BY5W538-J52RkXDDW123Pjt=
5kG52SW6VPJLX5-g_RsV7-Wv78qknzdMjgd1pTWC6rW8mrtP213gKstW2R6GH828JhfGf4hP5vW=
04" style=3D"color:#000000" data-hs-link-id=3D"0" data-hs-link-id-v2=3D"K6q=
qQAAd" target=3D"_blank">sat down with Mateo Jaramillo</a>, the chief execu=
tive of the long-duration energy storage startup Form Energy, and discussed=
 why Ireland is =E2=80=9Ca postcard from the future.=E2=80=9D&nbsp;</li>
</ul>
</div></div></div></td></tr></tbody></table>
</div>
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adding-right:10px">
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th:600px; margin:0 auto; background-color:#ffffff" bgcolor=3D"#ffffff">
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      <table align=3D"center" style=3D"width:600px;" cellpadding=3D"0" cell=
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    <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>
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    </td>
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  <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=
>
  <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"><div aria-labelledby=3D"primary-D0960F0VAL=
C-1772455746.018939-sender primary-D0960F0VALC-1772455746.018939-message_te=
xt primary-D0960F0VALC-1772455746.018939-alt_text primary-D0960F0VALC-17724=
55746.018939-date_time primary-D0960F0VALC-1772455746.018939-reaction_count=
 primary-D0960F0VALC-1772455746.018939-reply_count primary-D0960F0VALC-1772=
455746.018939-link_count primary-D0960F0VALC-1772455746.018939-attachment_c=
ount primary-D0960F0VALC-1772455746.018939-has_draft_reply primary-D0960F0V=
ALC-1772455746.018939-pinned_state primary-D0960F0VALC-1772455746.018939-ed=
ited_state primary-D0960F0VALC-1772455746.018939-later_state primary-D0960F=
0VALC-1772455746.018939-broadcast_state primary-D0960F0VALC-1772455746.0189=
39-broadcast_thread_root_message primary-D0960F0VALC-1772455746.018939-tran=
slated_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%">China is going all in on hydrogen as Beijing =
seeks ways to free itself from imported fossil fuels. Now the Dalian Instit=
ute of Chemical Physics has announced a facility in Xinjiang to use 1.5 gig=
awatts of wind power to produce green hydrogen mixed with an engineered mat=
erial in a slurry bed reactor to transform solid asphalt into synthetic cru=
de oil. If successful, <strong>the new process would allow China to import =
heavy oil and asphalt very cheaply from Central Asia and convert it into cr=
ude oil</strong>, the technology blogger TP Huang <a href=3D"https://d2QWfV=
04.na1.hubspotlinks.com/Ctc/X+113/d2QWfV04/VWbTs_6F9-BWW2ynB7h7NNJvdW5DT7xy=
5NfmMKN7zrx1j3qn9qW7Y8-PT6lZ3lYW5XFs7l57Qj3pW3ZLNJ58r0J4DW8h0dKY6Q9CdJW34JG=
FT5lDTd8W464bSX751B4pW1T1wTJ2cMnwrVM1-mC6WCVRsW7Y_9Xr13wgTLN3_9R-5WpFYBVRgg=
YS2TqKrvW1HfZJm2NB334W2Bkl1F54GFk4W8fMmG_82qWj1W56SHXK7c57nnW2b0nZ18xrr6NW3=
NDl5P7k4Y79N7NHYKlTxFT2N6mfBrZs0vSTN96G5YgZ-LlcW105JsH2j-jmdW1PGg4M1Zry87VM=
MP437RChv4W81ctDN5d3kYkW7CMfpg1lM61DW98xnWZ4kd7FxN4YG6DZtsw-Vf9cpK0C04" sty=
le=3D"color:#000000" data-hs-link-id=3D"0" data-hs-link-id-v2=3D"7ONm5gVK" =
target=3D"_blank">wrote on X</a>, adding: =E2=80=9CChina is continuing work=
 to turn crap into useful energy source by applying green electricity deriv=
atives in its bid for energy independence.=E2=80=9D&nbsp;</p>
</div>
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=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:12px 20px"><div id=3D"hs_cos_wrapper_modul=
e_17394601289042" 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"><=
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if; color:#000000; font-size:0; word-break:break-word">
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gin:0 auto;"></p>
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7394601289043" class=3D"hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper=
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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"><h1 style=3D"margin:0; font-family:Arial, =
sans-serif; font-size:22px; line-height:150%">Opportunities</h1>
<p style=3D"line-height:150%"><span style=3D"font-family: Arial, sans-serif=
;">&nbsp;</span></p>
<p style=3D"font-weight:bold; font-size:22px; line-height:125%"><span style=
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<div style=3D"font-size:20px; line-height:150%">
<div style=3D"line-height:150%">Interested in discounted group subscription=
s for your company, university, or organization? Visit&nbsp;<a href=3D"http=
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noopener noreferrer" data-stringify-link=3D"https://info.heatmap.news/group=
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nk-id-v2=3D"B1qgd547">this link</a> to inquire and equip your teams with wo=
rld-class climate and energy intelligence.</div>
</div>
<div style=3D"font-size:20px; line-height:150%">&nbsp;</div>
<div style=3D"line-height:150%">
<div style=3D"line-height:150%"><span style=3D"font-family: Arial, sans-ser=
if;"><strong>Advertising &amp; Events</strong></span></div>
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<div style=3D"font-size:20px; line-height:150%">Want to get in front of Hea=
tmap=E2=80=99s audience of energy insiders? Contact Heatmap=E2=80=99s Mike =
Munsell at <a href=3D"mailto:mike@heatmap.news" rel=3D"noopener" style=3D"c=
olor:#000000" data-hs-link-id=3D"0" data-hs-link-id-v2=3D"9AQHn3Lk" target=
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