Return-Path: <1axbopnkdabprnkyk2wmh6z6fn98acjcabzkq6-alvarochf=traceseis.com@bf56x.hubspotemail.net> Delivered-To: alvarochf@traceseis.com Received: from cs510.bluehost.com by cs510.bluehost.com with LMTP id WFx7AkJA82moxg4AWiBQxw (envelope-from <1axbopnkdabprnkyk2wmh6z6fn98acjcabzkq6-alvarochf=traceseis.com@bf56x.hubspotemail.net>) for ; Thu, 30 Apr 2026 05:42:58 -0600 Return-path: <1axbopnkdabprnkyk2wmh6z6fn98acjcabzkq6-alvarochf=traceseis.com@bf56x.hubspotemail.net> Envelope-to: alvarochf@traceseis.com Delivery-date: Thu, 30 Apr 2026 05:42:58 -0600 Received: from bd77g56.bf56x.hubspotemail.net ([143.244.94.28]:42055) by cs510.bluehost.com with esmtps (TLS1.2) tls TLS_ECDHE_RSA_WITH_AES_128_GCM_SHA256 (Exim 4.98.2) (envelope-from <1axbopnkdabprnkyk2wmh6z6fn98acjcabzkq6-alvarochf=traceseis.com@bf56x.hubspotemail.net>) id 1wIPnF-000000047jG-1ENE for alvarochf@traceseis.com; Thu, 30 Apr 2026 05:42:58 -0600 Received: by 172.16.4.60 with SMTP id a0cgfhxxtp4xci4tfudygtgiliay0m6pi6gf5lifuff; Thu, 30 Apr 2026 11:42:46 GMT DKIM-Signature: v=1; s=hs1; d=bf56x.hubspotemail.net; i=@bf56x.hubspotemail.net; h=sender:from:from:reply-to:to:to:cc:cc:subject:subject:list-unsubscribe:list-id:form-sub:feedback-id:list-unsubscribe-post; a=rsa-sha256; c=relaxed/relaxed; bh=vUv5qor2oP/L33egrfH3Fqt4ZYRr/P99j73aylsQZIw=; b=kYy7OsFyzobbmDNeu2PEYJAVei/gwf2grFUTV5Nn712fR+kywp+2EoxTOZ/l+L E9Q0YYtUOGRBsdxW0tDVyyk5Ln3VniFrl8MRO6p/l3eT3IUBFO/DBnmpaCfVw1k XLjGFCeWemxQld3bgTl4xlI3XcuOObbr2PQMJu3eQJxJviqPllnoGs3Kt4JVXUh Fm1Wm/G5BmgZi1ceE6t/jLtP5N45iO296EFnEd36h53DNMJMSm6c14ZD5NEV+u+ ovjqynv8ia/5t1PL5BlOTtNJ0dNOizuYj7Ks7uCI65mP+3ZR95c+zCLvCgMoT1u XRxzColju6SxTE7ULoJRDvgO6low==; q=dns/txt; t=1777549366; x=1777812166; DKIM-Signature: v=1; s=hs1-23917781; d=heatmap.news; i=@heatmap.news; h=sender:from:from:reply-to:to:to:cc:cc:subject:subject:list-unsubscribe:list-id:form-sub:feedback-id:list-unsubscribe-post; a=rsa-sha256; c=relaxed/relaxed; bh=vUv5qor2oP/L33egrfH3Fqt4ZYRr/P99j73aylsQZIw=; b=BW3gQUHm6fZyMiqSQHDfD/oxMnExg5C+DAMviCtMkdZNKgrDPH6jlYdwxnDmZo VmPkkAJNOu6y1sAD+UQnC8bvn3SDL0NloRHXRXfubZR/8IIVHItvMHYrtY7qzUn kfwtljE0yDfKFS5vVtA62knCdGalXAMkxVGa4IgV74r8u+I3W3zGcaQjxjezzS9 vZ+Zuck0A8rZxtSZXxjhr3kfc6BbcfYY9a1n6RoelFin66iXzqKNBF7zqXiE1Ov ZCQGkOgep6tIzU6+4nWNeUGBFCHX5YjLto0DYU4xwadTKLeehdzE8Z93HBuWVTi +XIDYlAk0s/PLWSmC5td64Q/kqQQ==; q=dns/txt; t=1777549366; x=1777812166; X-HS-Cid: 1axfholhamomlkgcsmqfqdlfmg8h9nrfpbrfma List-Unsubscribe: , Date: Thu, 30 Apr 2026 07:42:46 -0400 From: Heatmap AM Reply-To: editors@heatmap.news To: alvarochf@traceseis.com Message-ID: <1777549361973.588d99c6-ab99-4527-b7c3-697dd2aa8cb4@bf56x.hubspotemail.net> Subject: Delete Virginia MIME-Version: 1.0 Content-Type: multipart/alternative; boundary="----=_Part_7102082_994045500.1777549366457" X-Report-Abuse-To: abuse@hubspot.com (see https://policy.hubspot.com/abuse-complaints) List-Unsubscribe-Post: List-Unsubscribe=One-Click Feedback-ID: aeoixc3:aig6afm5:aidf:HubSpot X-Spam-Status: No, score=2.2 X-Spam-Score: 22 X-Spam-Bar: ++ X-Spam-Flag: NO ------=_Part_7102082_994045500.1777549366457 Content-Type: text/plain; charset=utf-8 Content-Transfer-Encoding: quoted-printable On FEMA fubar, South African nuclear, and Chinese electrolyzers heatmapAM_logo_fullcolor_whitebg (https://d2QWfV04.na1.hubspotlinks.com/Ctc= /X+113/d2QWfV04/VW1-h77f_ChZW1smPFS4Cf-zWW6B8lDm5NvfTwN1YBnvb3pyd0W6N1vHY6l= Z3lJW4txSzq6nsC0WW4QN77m8BZB5lVT9px_6syHq1N8LK8VcVPD2zN1-1hR-1-3jQW3zv2G72f= spC4W86C5db5KS1xBW5c8PqN795ZG-W6B0Zgj8GFhq1W2ck4qs4Dv72-W6lCjsF8l3JXsVKL2_W= 7DfPFLW6Ksc-l9k3f4-W4bNJxK5vnl9zW5c9T_X4w-sV0W6ZgYh85-Ht34W59DS9z4xs36LW1_z= Tnn7Zd5lwVzc9f-3K18vSW5pSD-l5Tm2jDW5LKvFr52TsjxVPHvBC8P78C6f3Sq1H404 ) ALEXANDER C. KAUFMAN =E2=80=A2 APRIL 30, 2026 Current conditions: The Gulf Coast states are bracing for a series of midwe= ek thunderstorms =E2=80=A2 Temperatures are rocketing up near 100 degrees F= ahrenheit in Lahore, Pakistan =E2=80=A2 San Juan, Puerto Rico, is facing da= ys of severe thunderstorms. THE TOP FIVE 1. Brookfield abandons data center complex in Virginia amid opposition Compass Datacenters is quitting a yearslong bid to build a key part of a 2,= 100-acre data center corridor in northern Virginia amid mounting pushback f= rom neighbors, marking one of the highest profile examples yet of political= opposition killing off a major server farm. The company, backed by the pri= vate equity giant Brookfield Asset Management, has gunned for Prince Willia= m County=E2=80=99s approval to turn more than 800 acres into a portion of t= he data center buildout. But after spending tens of millions of dollars on = the effort, the firm decided that political resistance to providing tax bre= aks had created what Bloomberg (https://d2QWfV04.na1.hubspotlinks.com/Ctc/X= +113/d2QWfV04/VW1-h77f_ChZW1smPFS4Cf-zWW6B8lDm5NvfTwN1YBntW5n4LbW69t95C6lZ3= nZW2j5JWN6g-CWXW5FW3ff7TlVpfN7jz05b1jTDkW4F_Vlz2Wk3SSW4fhyQw34w7rvW1l5GfL4D= JmBdW8tDn5X3fpmdPW5JfkvD5_4XGcN6clZFZm2vcZV_hDK22c2_xgN8xD0xcvQRjVW8FzSD11x= 4hC-W3MN4hv5X1KVTW11tM-F96zBt9MDjL7LD_mS7W4S8KfX3kFssQW5Kmt_r7RFXVPW5CM1WW1= X9JrqW3DkWyt3dDHlZW3l3JGC98WcZ-V_HjrL6_5LmvM76_g3-mmrBW8NMhCz5LCdBSN76LKN8W= 38F_W9kDJgF8P7l72W3QT5NH3wWXjdW4CkqDh64nkHxW88JWSz86pZDqW5zr0hL9cPdVhW9gVcK= k5Z5BGdW2qw65648KCTdW4yg7_s22wV5JW2_Mgb264g7N8W5nM-L_1dP--gW8VPJNT3Pzpf6V6f= Xr52qYYw2f6n8MW004 ) described Wednesday as =E2=80=9Ctoo many roadblocks,= =E2=80=9D prompting a withdrawal. The data center backlash, as Heatmap=E2=80=99s Jael Holzman wrote (https://= d2QWfV04.na1.hubspotlinks.com/Ctc/X+113/d2QWfV04/VW1-h77f_ChZW1smPFS4Cf-zWW= 6B8lDm5NvfTwN1YBnvP3pyd0W7Y8-PT6lZ3p-W2z7KCx3XlQwHW8CPr4r8ND4XfVsLF_r3pTP6l= W7ndHrC8XVhpMW3989T_5l8FNLW4xHqTH7Qy1-3N8s_r_dPzvCjW666Wdy7B9VZ3W1rQRPc6Z1S= y3W3m1N_s2pC0qcVQ3-RV2RnmnhW8gq55Z1bvpW1W35LNjZ7_mrfwW556p1l8NyK5XW3Js8s-5W= v2QtW2XMrlP3yBsMQW4Lvv1p1fP_7lW33DwWh1B_jyYW2p4Bww5NfYkRVL_7DL3N6D16W2gqNXh= 5Xp_61W5YVGRB3WXq9ZN2pBJy07QLCqW2KYM4v5Dn6gNN151SLfSBs8gW6w3KWf1wZqT_f8spqC= W04 ) in the fall, is =E2=80=9Cswallowing American politics.=E2=80=9D Polli= ng from Heatmap Pro (https://d2QWfV04.na1.hubspotlinks.com/Ctc/X+113/d2QWfV= 04/VW1-h77f_ChZW1smPFS4Cf-zWW6B8lDm5NvfTwN1YBnw43pyd0W8wLKSR6lZ3mLW6bNTLV4-= KB5TW1LMjSP1t7T8bW20hdwT6LnC8zN7yktQrxW0h0W4qnV5z16D5vnW4PttQ19bChBhTxWNz87= DDLXW12yx5j8N_Q-BW1xMJZj6QCNGcVHYwCR7YWGBQW1WXcRb5_x1RqW8fJTz02Tl7rZW8p67Lt= 2VmWfbVdqt4_1K1shPW14WjRv23VLngN2k7-88n4KW1N3x7-nmqZGhSW4qTHPw2XqhB7N6_7vKN= xRhlGW17zzLl3rNPYFW7vhfc_4QJslJW6tNJ5R13ymv0W39zqY-7fkYrTW1WpdwK1Wh8khW64q7= Yq9km20yW38RG1n5HJWPRW3Rbz2s7l-zl6W6G5k6D24MRf7f5vKjHs04 ) has shown that p= ublic resentment toward server farms they perceive as driving up electricit= y bills, sucking up too much water, or supporting software that threatens h= uman jobs is rapidly growing. Data centers, as Jael wrote last week (https:= //d2QWfV04.na1.hubspotlinks.com/Ctc/X+113/d2QWfV04/VW1-h77f_ChZW1smPFS4Cf-z= WW6B8lDm5NvfTwN1YBnvP3pyd0W7Y8-PT6lZ3mmW3RC_Zg2jJqS7N5zXL27hBtLxN48MTrr-TRC= LN8-DcVkzmr22W94vk1W52S8NVW3vCqq75GN2mfW5L4Kvm72bNj_W5l5Wyf6FVTx9W4ZRm_M3Hj= LtxW3D8jRd234wlgW2PsvTv8f00V5N2DT2WKxZzNMW15LyS42zlFgjVgJ35g7Z25Q4N7kjtnyHx= CF4W8g-1Tn5jFy27W2YQ4kN7GhQ5RW23-SB857NkQbW7sScGy4JB2PqW8wkPSp9h2BskW9htwDr= 802rptW24d1SW2T8WP3N3G0V0R73LrnW38-tPP2mCxLXMr1bwGzY0fcMx15jG352KMf3N_Sf604= ) , are now more controversial than wind farms. 2. Exclusive: At least 4 U.S. reactor startups have hit a critical mileston= e Nuclear startups taking part in the Department of Energy=E2=80=99s reactor = pilot program are approaching the agency=E2=80=99s July 4 deadline to split= their first atoms, and companies are making deals left and right for new p= rojects. But just four firms have so far secured commercial offtakers, anno= unced project-specific financing, and locked down contracts with suppliers = and construction partners. That=E2=80=99s according to new data from a repo= rt (https://d2QWfV04.na1.hubspotlinks.com/Ctc/X+113/d2QWfV04/VW1-h77f_ChZW1= smPFS4Cf-zWW6B8lDm5NvfTwN1YBntj5n4LbW50kH_H6lZ3nYW7kYZYr109jK_W9k517M2Nr1s7= VwJ5mx8bzYZDW4Sz3MG6nhZ4mW3xFCPN6SsfTPW93Jxcq8-tHFLW1VNpTG2yl2TSW9f2XTy4kKv= 09N1YFlf_CNFrhW12xj-93ZWsMnW89mMdx4_6CqvVN1y202XnScwW1Yqhgf872Ld9W8zzTXr4_J= CbHW1dJCNW8CqH5LW4Z3xcx6PQV2cW87s2Q62FCQzFW7QPnNN5951bRN6sQ71xGgYKNW1x82hy2= 0_kZqW1mRqbs1SrFMvW4kcFj49jPWjNW2DTW5x4QQk2dW5qwT_q2594bCW37mVvz1RFrp_W3Vk_= WR7wT3plW4n5Ky77hM4vDW8dQCDL7Pxm0tW2-wJzz2GDvySW39crjC1bmH_7W3b1L9Y7PXTWNW4= p5zpG57VHR2f3D0jjW04 ) by the policy advocate Third Way, shared exclusively= with me for this newsletter. TerraPower=E2=80=99s nuclear project in Kemme= rer, Wyoming, which broke ground this month, is in the lead, with the most = advanced application before the Nuclear Regulatory Commission. Amazon-backe= d X-energy has two projects that have achieved all three preliminary milest= ones. Holtec International=E2=80=99s small modular reactor project in Michi= gan and GE Vernova Hitachi Nuclear Energy=E2=80=99s debut unit at the Tenne= ssee Valley Authority =E2=80=94 each of which recently received $400 millio= n in federal funding, as I previously reported (https://d2QWfV04.na1.hubspo= tlinks.com/Ctc/X+113/d2QWfV04/VW1-h77f_ChZW1smPFS4Cf-zWW6B8lDm5NvfTwN1YBnvv= 3pyd0W7lCdLW6lZ3lxW1TjxJ83VpnRPW8Kfypj1gdbFQW6wN9sv4YJhMhN6wmdgzTGR-7V3fYWs= 5y4nG5W6mdl4P93zwDSN8r40lVZx6bZW8D3TDr5X07DMW18Wll71NWyy-N42rlVcgSkYDV-8ng-= 2nmM9RW7KVTS32mRCzVW4npB-n1fnJCDW8db0642GlZ_mW8zVMQ39fnn61W9hDmNB1G7J5BN25W= N4TfpqJpVbZpPz3K1V-nW1PqBjY1H7_1NTs-Mw847XhbW4hQ6HT34LW8VV8xqJX1jhqzxVZBN5Y= 1ByKzGMQ_nJQf3KyNf92FCJ204 ) =E2=80=94 are close behind. Among the report=E2=80=99s other takeaways: Federal policy is =E2=80=9Ctoo = often rewarding hype instead of commercialization readiness,=E2=80=9D and t= he U.S. needs to winnow down the technologies on offer. 3. FEMA=E2=80=99s disaster fund is running low before hurricane season even= starts The Federal Emergency Management Agency has officially entered what CBS New= s (https://d2QWfV04.na1.hubspotlinks.com/Ctc/X+113/d2QWfV04/VW1-h77f_ChZW1s= mPFS4Cf-zWW6B8lDm5NvfTwN1YBnw43pyd0W8wLKSR6lZ3mVV9L18b2d6R8NW2sDkJr3vVDFXW2= V0Fqv1k-NXWW9fXvBK62fBhdW2yhYdp3N23rJW3zGKr593F67yW5nPZQl3N_lJgW2Ng6Mm11J3X= QN78l0pl7qQBcW2cx9sF8Wmy11W91hYLC8vyJ9jW7JsPxW49hYBQW3Pb6MH2Qy31YW220F4631P= HdFW8tTsqv3Ttgd8W22q25d5M1m8_W6RxShS228VmyW4J4y9N8dmrv7W2vTFjx2sbXK8W33TGfj= 9gnLzmW1yBqkp3sLthGW2rfv_L3v3NDvW33PfC18d10wYN22XcHGNC1JJN7X_Pv12bh_yW48gzb= t86-vdMV1Vzr31X36f5W4_VstT3jdv7Mf8B-TQK04 ) called =E2=80=9Ca financial dan= ger zone=E2=80=9D that threatens to limit spending to only the most urgent = life-saving needs. The status, called Imminent Needs Funding, is triggered = when FEMA=E2=80=99s Disaster Relief Fund drops below $3 billion. The deplet= ion is a symptom of the partial government shutdown of FEMA=E2=80=99s paren= t agency, the Department of Homeland Security, whose funding has become hot= ly political over the hardline actions by Immigration and Customs Enforceme= nt. But the timing couldn=E2=80=99t be worse: Hurricane season is about a m= onth away. =E2=80=9CDisasters are unpredictable. They=E2=80=99re very costl= y. We don=E2=80=99t know what could happen between now and June 1,=E2=80=9D= FEMA Associate Administrator Victoria Barton told the network. This was all predictable. Back in February, Heatmap=E2=80=99s Jeva Lange wa= rned (https://d2QWfV04.na1.hubspotlinks.com/Ctc/X+113/d2QWfV04/VW1-h77f_ChZ= W1smPFS4Cf-zWW6B8lDm5NvfTwN1YBnvv3pyd0W7lCdLW6lZ3q1W32HGr24TldjdW98-9tB8m4K= FfW3Hnj366p_nV5Vkl6q32rhykYW7d_Ss05yWM9RVSDCN35L6VQ9W8hpfZT2VNGx1W1q6_0N3tH= zpTN4BNlHpqT5GsW3nkNRj6dtkztW6q92kt5fQ0X_W1fLZm41xpnzdW13tgNR8hthtkW1BWC532= kWxDBW33skHk4nNB7NW3-YTq36fQNGBW8Kd8vc23t0ZfN5CQJG1fP2kDW62kL3C33cTN6W8cpHS= W1nxf4wW7-vhdr3j4n7nW2-2jtv52n4mWW8M3hBz8TWwwjW8VLKX07XKqv_f32mmSg04 ) that= the DHS shutdown would =E2=80=9Cstarve local disaster response.=E2=80=9D A MESSAGE FROM SALESFORCE (https://d2QWfV04.na1.hubspotlinks.com/Ctc/X+113/= d2QWfV04/VW1-h77f_ChZW1smPFS4Cf-zWW6B8lDm5NvfTwN1YBnvv3pyd0W7lCdLW6lZ3kxW52= MqYV6JT-hjW355gHm18T2scW1C8mHW45P6TYN3kS3xc34QS4W1qjJjn6m360QW8GPBsc1CRLTXV= WCBFf1xj0fDW2fKvwn5BXmP2W8v5Dlr2zv0W4W6lv_Qh5bswwWW5WxQ621wL6SbW97hrtH6V895= wW6wX_zw78jmqrW5SJGDD1kFrbMW4HrxLW3JxkShM6tVlBlSVZPW660Rm91C0c9-W5NV1Gq7N4q= wbW8TKwcF70WMDjW6bCBLD4_9Mh3W7y8LbW59LddPW75y62t33166QW387Y4f5BfLMQW24VYsD1= WbDF-f8TjJF004 ) Small Farms, High Stakes (https://d2QWfV04.na1.hubspotlinks.com/Ctc/X+113/d2QWfV04/VW1-h77f_ChZW1smP= FS4Cf-zWW6B8lDm5NvfTwN1YBnvv3pyd0W7lCdLW6lZ3kxW52MqYV6JT-hjW355gHm18T2scW1C= 8mHW45P6TYN3kS3xc34QS4W1qjJjn6m360QW8GPBsc1CRLTXVWCBFf1xj0fDW2fKvwn5BXmP2W8= v5Dlr2zv0W4W6lv_Qh5bswwWW5WxQ621wL6SbW97hrtH6V895wW6wX_zw78jmqrW5SJGDD1kFrb= MW4HrxLW3JxkShM6tVlBlSVZPW660Rm91C0c9-W5NV1Gq7N4qwbW8TKwcF70WMDjW6bCBLD4_9M= h3W7y8LbW59LddPW75y62t33166QW387Y4f5BfLMQW24VYsD1WbDF-f8TjJF004 ) Nonprofit Rare is using AI to bring regenerative farming practices to over = 100,000 smallholder farmers in the next two years. (https://d2QWfV04.na1.h= ubspotlinks.com/Ctc/X+113/d2QWfV04/VW1-h77f_ChZW1smPFS4Cf-zWW6B8lDm5NvfTwN1= YBnvv3pyd0W7lCdLW6lZ3kxW52MqYV6JT-hjW355gHm18T2scW1C8mHW45P6TYN3kS3xc34QS4W= 1qjJjn6m360QW8GPBsc1CRLTXVWCBFf1xj0fDW2fKvwn5BXmP2W8v5Dlr2zv0W4W6lv_Qh5bsww= WW5WxQ621wL6SbW97hrtH6V895wW6wX_zw78jmqrW5SJGDD1kFrbMW4HrxLW3JxkShM6tVlBlSV= ZPW660Rm91C0c9-W5NV1Gq7N4qwbW8TKwcF70WMDjW6bCBLD4_9Mh3W7y8LbW59LddPW75y62t3= 3166QW387Y4f5BfLMQW24VYsD1WbDF-f8TjJF004 ) Learn how (https://d2QWfV04.na1.= hubspotlinks.com/Ctc/X+113/d2QWfV04/VW1-h77f_ChZW1smPFS4Cf-zWW6B8lDm5NvfTwN= 1YBnvv3pyd0W7lCdLW6lZ3kxW52MqYV6JT-hjW355gHm18T2scW1C8mHW45P6TYN3kS3xc34QS4= W1qjJjn6m360QW8GPBsc1CRLTXVWCBFf1xj0fDW2fKvwn5BXmP2W8v5Dlr2zv0W4W6lv_Qh5bsw= wWW5WxQ621wL6SbW97hrtH6V895wW6wX_zw78jmqrW5SJGDD1kFrbMW4HrxLW3JxkShM6tVlBlS= VZPW660Rm91C0c9-W5NV1Gq7N4qwbW8TKwcF70WMDjW6bCBLD4_9Mh3W7y8LbW59LddPW75y62t= 33166QW387Y4f5BfLMQW24VYsD1WbDF-f8TjJF004 ) . (https://d2QWfV04.na1.hubspot= links.com/Ctc/X+113/d2QWfV04/VW1-h77f_ChZW1smPFS4Cf-zWW6B8lDm5NvfTwN1YBnvv3= pyd0W7lCdLW6lZ3kxW52MqYV6JT-hjW355gHm18T2scW1C8mHW45P6TYN3kS3xc34QS4W1qjJjn= 6m360QW8GPBsc1CRLTXVWCBFf1xj0fDW2fKvwn5BXmP2W8v5Dlr2zv0W4W6lv_Qh5bswwWW5WxQ= 621wL6SbW97hrtH6V895wW6wX_zw78jmqrW5SJGDD1kFrbMW4HrxLW3JxkShM6tVlBlSVZPW660= Rm91C0c9-W5NV1Gq7N4qwbW8TKwcF70WMDjW6bCBLD4_9Mh3W7y8LbW59LddPW75y62t33166QW= 387Y4f5BfLMQW24VYsD1WbDF-f8TjJF004 ) 4. Uranium mining begins at a new project in Wyoming The U.S. is racing to get new nuclear projects off the ground. But it=E2=80= =99s not yet clear where all the new reactor fuel is going to come from, es= pecially once federal law fully bans all imports of Russian uranium in 2028= . A new uranium mining project has started up (https://d2QWfV04.na1.hubspot= links.com/Ctc/X+113/d2QWfV04/VW1-h77f_ChZW1smPFS4Cf-zWW6B8lDm5NvfTwN1YBnwn3= pyd0W95jsWP6lZ3pyW6nhz2P7Q7L35W8cchg-5n3ty0W6b6dCs7pDdxnW4GXRSS1-YC3SVKqPx-= 7wc4b0W118Q0n2zVd8rN2y2bQXF7HTBW57XYwN5_1c9bW5fLHnC8JpCWKVp8L2d6NRVTQW3TlDm= N18Sq17Vz9hB_7rY7gmW88tTm76gVBcqW4B9bFD8kWsbnW5YbDjr7VRNfVW6khk8w1ZmD7dW2W5= 6j349Ld4ZW17xcJk7BKv9lW3pyYqz4jhSd0W1q1l9t6J1-RcW1Kjhw_4s-kVhW7GD7jX4l_D6GW= 3slT9L3bL4P6W3w_fh62xWpK1N2sKNSshjwKDW42XtJd47t5plW2DnY5K7vGPC6W15cG8g1T6Nx= zW5dktdP2tRMntW19DpYk2lSk06f1RzrxR04 ) operations this week in Wyoming=E2= =80=99s Shirley Basin. The reactivated mine was previously considered the b= irthplace of in-situ recovery mining, a more eco-friendly method of extract= ion that involves injecting a solution into rock that dissolves minerals, t= hen pumping that fluid to the surface for collection. The developer, Ur-Ene= rgy, said it=E2=80=99s returning to operations to power at least the next n= ine years of uranium demand in the U.S. The milestone at the uranium mine comes as global mining deals reached a ne= w high in the first three months of this year. Global law firm White & Case= LLP recorded 121 mergers and acquisitions in the sector in the first quart= er, up from 117 a year earlier and 102 in 2024, according to Mining.com (ht= tps://d2QWfV04.na1.hubspotlinks.com/Ctc/X+113/d2QWfV04/VW1-h77f_ChZW1smPFS4= Cf-zWW6B8lDm5NvfTwN1YBnw43pyd0W8wLKSR6lZ3nPW9dQMqQ3tQWFhW7fdyHS5VD0K6MR8Ykz= PWlVhW1bL7Cv7qvg7LVLCcb87cT6HFW1FmD917PSDBCW4V2Z283PSJ_1W3plCjs3gvBw5W3whzJ= z2rt3CdW6jg_4V8MqGd9W8FXc8m1rVWS3W7SDKxq9jmKQ8W6lzpCt4FW3zqW7jvSZy5YqlFvW68= xRvY6xmp4kW2yRb854wW6xnW7xXnVl8rnMT7N6RTqGhJBTqHW6WQBXM7P7TgXW8FJjXY7z-8Z8W= 8px9mK6pB9SbW6r_2kf5RCFm-W1kFtYz17hyN7W5y21WM6KfTT6VbTz6k4gqwzbW2mVGyT2mgSY= 4VfqMhg85b27MVlZpQG2Xlb6lf6_GGjx04 ) . It=E2=80=99s the strongest first qua= rter since 2023. =E2=80=9CThe math is unforgiving,=E2=80=9D the Breakthroug= h Institute=E2=80=99s Seaver Wang and Peter Cook wrote in an Ideas essay fo= r Heatmap (https://d2QWfV04.na1.hubspotlinks.com/Ctc/X+113/d2QWfV04/VW1-h77= f_ChZW1smPFS4Cf-zWW6B8lDm5NvfTwN1YBnvP3pyd0W7Y8-PT6lZ3kSW6gqlxD7dVDNYW1LVKj= 4246fpxW62zRx91LxXRPW53Z8DL6DWrlnN5HCtjN4JYWgW31Gz4p7-JjvCW2DTH0B2Mqd_fW568= 1Bd4h7rdWW8nPrH66fbZfhW8RfrYV2J385NW1Gy2Qx2VYRnyV51L0V6n_THPVX4McM3ZXj_-W2k= kVFR3YW2kZVKmBMK1PJc_xN7nP7jvWYQzVW86-P1y138zZDW5X2PWD1qbMfTW62cxBY7W8610W3= 4Xzm46rLDkjW8DggJ52q5P5NW4fYf_n97tfXPW2SPcGc72c9wTW7K0cfH3ttRFgW5gg_-55Y4Dl= RW272mwB4blFNkdyzd8004 ) this week. =E2=80=9CWe need more minerals, and we = need them soon.=E2=80=9D 5. China starts up a new reactor The containment dome hoisted over Unit 1 in 2022. Photo: VCG/VCG via Getty = Images Another week, another new full-scale nuclear reactor has come online in Chi= na. On Wednesday, World Nuclear News (https://d2QWfV04.na1.hubspotlinks.com= /Ctc/X+113/d2QWfV04/VW1-h77f_ChZW1smPFS4Cf-zWW6B8lDm5NvfTwN1YBnwn3pyd0W95js= WP6lZ3nbW8KrpG_2lSKP4V8q4jb6V6rFWW564sCp5H2GJzW47Zg_w8Cb_R6V2D1T27BqPxTW693= Ywb5cGCbhN5nSQqghVCFhW8c7rtK3-cZLrW7N0G5f3dDJ2pW1J18qW5WcJxmW95ND-N2M5wX6W5= 5hCgr7YnCyBW5DQKXs5kSmwNW4H_VKw35RW9VW3yD6G634vBwpW2FPDXH34ZLM-W6ws8Wk8Bmpb= BW4l3hWm2zjwRLVV2v557lCcllW2hTsgw4S66b1W4tW_Bc3_-PBhW7R3DkR26NrG-W8Th6rr4qV= 0DLW8V6jR16tCLF3W5l_fHM2tqw5lW6zdBBz6D5Nl2W6kRjFw7hNwWHW7jFlVb5Sk0b3W7z5L0b= 5lkh2SW8PFJBc4cn_p1dsjR8C04 ) reported that Unit 1 of the San=E2=80=99ao nu= clear station in eastern Zhejiang province has entered commercial operation= . The reactor is the first of six Hualong One reactors planned for the site= . The Hualong One is China=E2=80=99s leading indigenous reactor design, bor= rowing heavily from the Chinese version of the Westinghouse AP1000, America= =E2=80=99s leading reactor. South Africa, meanwhile, is making a bid to lure engineers working abroad t= o come home to help the country build up its own nuclear sector once again.= The plan, detailed by Semafor (https://d2QWfV04.na1.hubspotlinks.com/Ctc/X= +113/d2QWfV04/VW1-h77f_ChZW1smPFS4Cf-zWW6B8lDm5NvfTwN1YBntC5n4LbW5BWr2F6lZ3= m0W1N-Qz_3cbrM6W7Hc3-n6KycglN8PdGgxwWbSpW4NTH4m7Wn6x2W5HdKQH7cv1mMW2_1x0J3p= GCVyW5W7dB68dzwqTW8q3BSk1z36XfMRvjz_-d3ySVzQfxz35_9QwW8wS06Y4dWgV3N7JJvPpwZ= H4dW5zQYKV79WH3GW2S7j576R2C-5W1zGpP43Z7NNsW4KtqN5696B63W6VP7wf7X12YGW1qFym-= 4218GcW2F6J265VDnXZW230mny71XkDsW6nrMkb1TWD8XW2xCctN4GmHQfW4ZWk073R01rfW87g= ccm179tqwW6vVjTC3jJsstN4tf4sgqyvx8W2VWKr31FJY7RVJQ4VL908sTJW3LX2Jk3Bg9j2W7m= 9pf28mHdqDN2pBkbvyVlvVW2NvNGH4hpL_3N67LM8-_KYXMW8jt6MN6ss6mdf77d7-x04 ) , = =E2=80=9Caims to attract skilled migrants and South African expatriates, es= pecially those working in the United Arab Emirates,=E2=80=9D which hired la= rge numbers of local engineers during the buildout of the Gulf nation=E2=80= =99s debut Barakah nuclear plant over the past decade. THE KICKER Even before China made a big gamble in recent months on green hydrogen to e= ase the effects of the Iran War=E2=80=99s hydrocarbon shock, the country=E2= =80=99s electrolyzer manufacturers were already starting to dominate the in= dustry. Now the first Chinese electrolyzer manufactured in Europe is due to= be assembled in the coming weeks. RCT GH Hydrogen, a joint venture between= the Jiangsu-based electrolyzer maker Guofu and the German technology compa= ny RCT Group, is on track to roll out its first unit in June, Hydrogen Insi= ght (https://d2QWfV04.na1.hubspotlinks.com/Ctc/X+113/d2QWfV04/VW1-h77f_ChZW= 1smPFS4Cf-zWW6B8lDm5NvfTwN1YBntW5n4LbW69t95C6lZ3nhW6cMvbq6py5KcW4w-Fbw12ss8= xW3z3wtT3_kYDMW8wxjPp8HTtKBW4hKS4052vsHpN2PnyKFvFMvVW4KBM6_52dW8YN2l0ltnynT= gjW4QCjq439NT1pW7wQQnw1slg1jW945ZFk7rXC0kW8vwwk9336B4QW147XcQ95SBF_W7XdCJF7= MvRTjW8ddpMR4T-_0fW7QVmY71GmvWZW64Rffn993jVjW45Q0rl3vdtkmW7XvRzP7SNsLfW4ww7= Lf64GCRdW94w72K2HLZm5W4p3B3l2h0RywW4kN4Md8WH-ZRN4tLq6Kqzq_cM4C3WpdtnbKW8CYD= JY4ggs00W70314t2dCgKnW3DQM-K5sLF3fW69lx_K5_DN25W3v7q0V3lfl27W4TDTD_7SnssTW2= BKnSC7Hyq3kW79ysQc8tVCJ3W3tsjKp90DMd9DpClXdVWMHW1pGNTF7c-t_Cd2MC2-04 ) repo= rted Wednesday. Opportunities Group & Gift Subscriptions Interested in discounted group subscriptions for your company, university, = or organization? Visit this link (https://d2QWfV04.na1.hubspotlinks.com/Ctc= /X+113/d2QWfV04/VW1-h77f_ChZW1smPFS4Cf-zWW6B8lDm5NvfTwN1YBnvv3pyd0W7lCdLW6l= Z3l9N4gVgxcsRvjnW47X2gX9434kcW4bNyXK5dHZs5W6MYvSn2T9BQkW4PxM8S5VB-VSW5bvjHb= 2cgLx8N4R8cckMKHZbW5Y8gnM6yDp_9W6Bv9C664BmKkW5ZQptX7kJc_LW5MzdTZ82fqrxW31DQ= CY3nNH8dW84RT4z4CflDnN5LtF3Bw9fszW4K_V0y9f1lzHW7NpQfb7LfM9PV4Mm9H8krCxqN77c= -NSMZcHPW2CM0JM6fP_HvW69r3Wt8fygpnN6-xj2b_2VlMW911KvG6BNSgfW6nmd396YRmwhW3x= grTV4YtPtwdKrNXz04 ) to inquire and equip your teams with world-class clima= te and energy intelligence. Advertising & Events Want to get in front of Heatmap=E2=80=99s audience of energy insiders? 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ALEXANDER C. KAUFMAN =E2=80=A2 APRIL 30,&= nbsp;2026

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Current conditions: The Gulf Coast states are bracing for a series of midweek thunderstorm= s =E2=80=A2 Temperatures are rocketing up near 100 degrees Fahrenheit in La= hore, Pakistan =E2=80=A2 San Juan, Puerto Rico, is facing days of severe th= understorms.

THE TOP FIVE

 

1. Brookfield aband= ons data center complex in Virginia amid opposition

Compass Datacenters is quitting a yearslong b= id to build a key part of a 2,100-acre data center corridor in northern Vir= ginia amid mounting pushback from neighbors, marking one of the highest pro= file examples yet of political opposition killing off a major server farm. = The company, backed by the private equity giant Brookfield Asset Management= , has gunned for Prince William County=E2=80=99s approval to turn more than= 800 acres into a portion of the data center buildout. But after spending t= ens of millions of dollars on the effort, the firm decided that political r= esistance to providing tax breaks had created what Bloomberg described Wednesday as = =E2=80=9Ctoo many roadblocks,=E2=80=9D prompting a withdrawal. 

 

The data center backlash, as Heatmap=E2=80=99s Jae= l Holzman wrote in the fall, is =E2=80=9Cswallowing American politics.= =E2=80=9D Polling from Heatmap Pro has shown that p= ublic resentment toward server farms they perceive as driving up electricit= y bills, sucking up too much water, or supporting software that threatens h= uman jobs is rapidly growing. Data centers, as Jael wrote last week, are now more controversial than wi= nd farms. 

2. Exclusive: = At least 4 U.S. reactor startups have hit a critical milestone

=

Nuclear startups taking part in the= Department of Energy=E2=80=99s reactor pilot program are approaching the a= gency=E2=80=99s July 4 deadline to split their first atoms, and companies a= re making deals left and right for new projects. But just four firms have s= o far secured commercial offtakers, announced project-specific financing, a= nd locked down contracts with suppliers and construction partners. That=E2= =80=99s according to new data from a report by the policy advocate Third Way, shared exclusively= with me for this newsletter. TerraPower=E2=80=99s nuclear project in Kemme= rer, Wyoming, which broke ground this month, is in the lead, with the most = advanced application before the Nuclear Regulatory Commission. Amazon-backe= d X-energy has two projects that have achieved all three preliminary milest= ones. Holtec International=E2=80=99s small modular reactor project in Michi= gan and GE Vernova Hitachi Nuclear Energy=E2=80=99s debut unit at the Tenne= ssee Valley Authority =E2=80=94 each of which recently received $400 millio= n in federal funding, as I= previously reported =E2=80=94 are close behind. 

 

Among the report=E2=80=99s other takeaways: F= ederal policy is =E2=80=9Ctoo often rewarding hype instead of commercializa= tion readiness,=E2=80=9D and the U.S. needs to winnow down the technologies= on offer. 
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3. FEMA=E2=80=99s disaster fund is= running low before hurricane season even starts

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Th= e Federal Emergency Management Agency has officially entered what CBS News called =E2=80=9Ca financial danger zone=E2=80=9D = that threatens to limit spending to only the most urgent life-saving needs.= The status, called Imminent Needs Funding, is triggered when FEMA=E2=80=99= s Disaster Relief Fund drops below $3 billion. The depletion is a symptom o= f the partial government shutdown of FEMA=E2=80=99s parent agency, the Depa= rtment of Homeland Security, whose funding has become hotly political over = the hardline actions by Immigration and Customs Enforcement. But the timing= couldn=E2=80=99t be worse: Hurricane season is about a month away. =E2=80= =9CDisasters are unpredictable. They=E2=80=99re very costly. We don=E2=80= =99t know what could happen between now and June 1,=E2=80=9D FEMA Associate= Administrator Victoria Barton told the network. 

 

This was all predictable. Back in February, <= a href=3D"https://d2QWfV04.na1.hubspotlinks.com/Ctc/X+113/d2QWfV04/VW1-h77f= _ChZW1smPFS4Cf-zWW6B8lDm5NvfTwN1YBnvP3qn9qW7Y8-PT6lZ3nZW1P3l7w6G59wzW3ZJGgw= 55YxQ5W4HcJxs4_kxbcW5WZ5hq8hk-WTW4-BqH728wG-_VxVgXK1dGQlBW2lYB-L3LSWh4W7KZr= lK8sxWSdN6J1tr9CYnbLW7tzl3M3X282zW5bBWMt482Q8mW6Fb2sf2PSSCTW8vpry61g3vhMW7P= TmQn5CwC_fW5gMlsH911blxN1cMlWS1Wy45N6McPpF8Qw9JW4tTgTW1L5XZTW69syJZ86N24YW6= _zVZQ6DXTg9V66Cr699wJZHW2YLhRJ7gJs_rVNpV9p9bRQFnW4VGv-l5nqhjJVrbp6c3Hjb4mW2= hz3WN5M_ns6dHf8RC04" style=3D"color:#000000" data-hs-link-id=3D"0" data-hs-= link-id-v2=3D"t3cyn790" target=3D"_blank">Heatmap=E2=80=99s Jeva Lange warn= ed that the DHS shutdown would =E2=80=9Cstarve local disaster response.= =E2=80=9D

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4. Uranium mining begins at a new project in Wyoming =

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The U.S= . is racing to get new nuclear projects off the ground. But it=E2=80=99s no= t yet clear where all the new reactor fuel is going to come from, especiall= y once federal law fully bans all imports of Russian uranium in 2028. A&nbs= p;new uranium mining project has started up operations this week in Wyoming=E2=80=99s Shirley Basin= . The reactivated mine was previously considered the birthplace of in-situ = recovery mining, a more eco-friendly method of extraction that involves inj= ecting a solution into rock that dissolves minerals, then pumping that flui= d to the surface for collection. The developer, Ur-Energy, said it=E2=80=99= s returning to operations to power at least the next nine years of uranium = demand in the U.S. 

 

The milestone at the uranium mine comes as gl= obal mining deals reached a new high in the first three months of this year= . Global law firm White & Case LLP recorded 121 mergers and acquisition= s in the sector in the first quarter, up from 117 a year earlier and 102 in= 2024, according to Mining.com. It=E2=80= =99s the strongest first quarter since 2023. =E2=80=9CThe math is unforgivi= ng,=E2=80=9D the Breakthrough Institute=E2=80=99s Seaver Wang and Peter Coo= k wr= ote in an Ideas essay for Heatmap this week. =E2=80=9CWe need more mine= rals, and we need them soon.=E2=80=9D
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5. China starts up a new reactor

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The containment dome hoisted over Uni= t 1 in 2022. Photo: VCG/VCG via Getty Images

Another week, another new full-scale nuclear = reactor has come online in China. On Wednesday, World Nuclear News reported that Unit 1= of the San=E2=80=99ao nuclear station in eastern Zhejiang province has ent= ered commercial operation. The reactor is the first of six Hualong One reac= tors planned for the site. The Hualong One is China=E2=80=99s leading indig= enous reactor design, borrowing heavily from the Chinese version of the Wes= tinghouse AP1000, America=E2=80=99s leading reactor. 

 

South Africa, meanwhile, is making a bid to l= ure engineers working abroad to come home to help the country build up its = own nuclear sector once again. The plan, detailed by Semafor, =E2=80=9Caims to attract skilled migrants and South African expatriates= , especially those working in the United Arab Emirates,=E2=80=9D which hire= d large numbers of local engineers during the buildout of the Gulf nation= =E2=80=99s debut Barakah nuclear plant over the past decade.

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THE KICKER

Even before China made a big gamble in recent= months on green hydrogen to ease the effects of the Iran War=E2=80=99s hyd= rocarbon shock, the country=E2=80=99s electrolyzer manufacturers were alrea= dy starting to dominate the industry. Now the first Chinese electro= lyzer manufactured in Europe is due to be assembled in the coming weeks. RCT GH Hydrogen, a joint venture between the Jiangsu-based electroly= zer maker Guofu and the German technology company RCT Group, is on track to= roll out its first unit in June, Hydrogen Insig= ht reported Wednesday.  

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