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big layoffs at Rewiring America, due to the ongoing freeze on federally obligated funding from the Greenhouse Gas Reduction Fund heatmap.news/sparks/rewirin…

there's been lots of drama at Air Products - the largest hydrogen company in the world - as of late. a successful shareholder revolt, a CEO ousting, you name it. the result is that the company is backing away from its once lofty clean hydrogen ambitions heatmap.news/climate-tech/a…

the House committee budget proposals released this week are very, very bad news for Tesla, which relied on selling regulatory credits (which are now set to go away) for ALL of its net income in the first quarter of this year heatmap.news/electric-vehic…

what happens to the biggest tax credit marketplace (Crux) if the IRA provision on tax credit transferability for clean energy projects goes away? i explore! heatmap.news/climate-tech/c…

historically risk averse utilities are starting to turn to tools like AI-based platforms that can give insight into climate-related risks to utility infrastructure. rhizome just raised $6.5 million to further build out its grid analysis platform heatmap.news/sparks/rhizome…

the house preserved 45Q, the carbon capture tax credit, but without tax credit transferability, 45Q might not do really do all that much to help the nascent carbon capture industry at all heatmap.news/politics/trump…

an important giveaway to the AI industry is hidden in the GOP budget bill nytimes.com/2025/05/23/u...

i'm familiar with climate activist's opposition to direct air capture, but i rarely hear those concerns echoed by climate-focused investors. here i dig in with Tom Chi from At One Ventures on why he's steering clear of DAC heatmap.news/climate-tech/n…

Friendly reminder that katie brigham predicted Tesla's current revenue predicament back in November of last year. Read the full piece on the threats to Tesla's regulatory credit sales below, feat. insights from Corey Cantor🌙: heatmap.news/electric-vehic…

with the AI race in full swing and tech companies awash in anti-trust legislation, clean energy is looking more like a vague preference than a priority for a group of tech giants that once loudly positioned themselves as climate champions heatmap.news/politics/micro…

**good news alert**

microreactor company Radiant looks well positioned to be the nuclear company of the Trump admin's dreams, as it seeks to commercialize 1 mw microreactors for military bases and other remote outposts by 2028 heatmap.news/climate-tech/r…

America's ability to commercialize its fusion energy breakthroughs is seriously jeopardized by the current state of Republicans' IRA rollbacks. Great reporting by katie brigham

nuclear got a reprieve in the latest version of the budget bill, but the carveout that extends tax credit eligibility for new nuclear does NOT include fusion, which may now ~truly~ be on the verge of commercialization heatmap.news/climate-tech/o…

This is a great catch by katie brigham: Right now, the One Big, Beautiful Bill would cut off all tax credits for nuclear fusion — even though it’s likely to extend them for advanced nuclear fission and geothermal.

the Senate mega-bill and its proposed overhaul of clean energy tax credits is causing a flurry of feelings amongst climate tech investors, whose reactions thus far have ranged from broadly enthusiastic to tepidly optimistic to deeply dismayed heatmap.news/climate-tech/c…

Really excellent new piece from katie brigham on the first certification and issuance of Ocean Alkalinity Enhancement carbon removal credits heatmap.news/carbon-removal…

how much scientific rigor/certainty does it take for a CDR company to be “ready” for the voluntary carbon market? i explore this q through the lens of Planetary, a startup using the ocean to drawdown CO2. w/ insights from carbonplan + ⟦C⟧Worthy heatmap.news/carbon-removal…

sodium-ion battery startup Lyten has scooped up Northvolt's old li-ion energy storage systems plant in Poland. it's the largest energy storage facility in Europe, thus making Lyten a major player in this sector practically overnight heatmap.news/climate-tech/l…

Of course, I'm not opposed to CCS or CDR. I'm not opposed to building transmission lines. I'm not opposed to building housing. I just have a very narrow and unworkable set of criteria that need to be satisfied for me to support it. Of course, we need it all though.