Matt Zeitlin
@zeitlin.bsky.social
why did josh shapiro and wes moore have a friendly meeting with trump energy officials at the white house today? it's because their electricity market has been so dysfunctional that it's united both parties to yell at it heatmap.news/energy/pjm-a...
How Trump Made an Electricity Price Deal With Democrats
The cost crisis in PJM Interconnection has transcended partisan politics.
heatmap.news
January 16, 2026 at 9:15 PM
why did josh shapiro and wes moore have a friendly meeting with trump energy officials at the white house today? it's because their electricity market has been so dysfunctional that it's united both parties to yell at it heatmap.news/energy/pjm-a...
when is green power really green, when is new power really new, when are data centers really sustainable heatmap.news/energy/meta-...
Why Meta’s New Nuclear Deals Pissed Off Even Some Pro-Nuclear People
“Additionality” is back.
heatmap.news
January 16, 2026 at 9:14 PM
when is green power really green, when is new power really new, when are data centers really sustainable heatmap.news/energy/meta-...
Reposted by Matt Zeitlin
China is a climate “hero,” according to an overwhelming majority of insiders.
The biggest reason was China’s manufacturing prowess in solar, wind, and battery technologies — but many also said it’s not so straightforward.
Read @kbrigham.bsky.social for more:
heatmap.news/insiders-sur...
The biggest reason was China’s manufacturing prowess in solar, wind, and battery technologies — but many also said it’s not so straightforward.
Read @kbrigham.bsky.social for more:
heatmap.news/insiders-sur...
Why Climate Experts Now Say China Is a Climate Hero
While they had some reservations, the sheer scale of China’s decarbonization efforts were undeniable.
heatmap.news
January 14, 2026 at 4:52 PM
China is a climate “hero,” according to an overwhelming majority of insiders.
The biggest reason was China’s manufacturing prowess in solar, wind, and battery technologies — but many also said it’s not so straightforward.
Read @kbrigham.bsky.social for more:
heatmap.news/insiders-sur...
The biggest reason was China’s manufacturing prowess in solar, wind, and battery technologies — but many also said it’s not so straightforward.
Read @kbrigham.bsky.social for more:
heatmap.news/insiders-sur...
Reposted by Matt Zeitlin
Two out of three of Heatmap insiders said data centers won’t slow down decarbonization — and some even think data centers will boost renewables.
Google also edged out Microsoft as experts’ best hyperscaler on climate.
Read more from @zeitlin.bsky.social:
heatmap.news/insiders-sur...
Google also edged out Microsoft as experts’ best hyperscaler on climate.
Read more from @zeitlin.bsky.social:
heatmap.news/insiders-sur...
Data Centers Won’t Significantly Slow Decarbonization, Insiders Say
Plus, which is the best hyperscaler on climate — and which is the worst?
heatmap.news
January 14, 2026 at 4:52 PM
Two out of three of Heatmap insiders said data centers won’t slow down decarbonization — and some even think data centers will boost renewables.
Google also edged out Microsoft as experts’ best hyperscaler on climate.
Read more from @zeitlin.bsky.social:
heatmap.news/insiders-sur...
Google also edged out Microsoft as experts’ best hyperscaler on climate.
Read more from @zeitlin.bsky.social:
heatmap.news/insiders-sur...
want buses to be fast? have fewer stops worksinprogress.co/issue/the-un...
The United States needs fewer bus stops - Works in Progress Magazine
Bus stop balancing is fast, cheap, and effective. It can turn a service people tolerate into one they’re happy to use.
worksinprogress.co
January 14, 2026 at 5:42 PM
want buses to be fast? have fewer stops worksinprogress.co/issue/the-un...
Reposted by Matt Zeitlin
Incredible piece and graphics by the @financialtimes.com team on the dilapidation of Venezuela’s oil industry
1/3 of storage capacity currently inactive
pipelines havent been updated in 50 years, often rupture
Previously massive 400+ kbpd projects rotting into the earth.
Ecological disaster
1/3 of storage capacity currently inactive
pipelines havent been updated in 50 years, often rupture
Previously massive 400+ kbpd projects rotting into the earth.
Ecological disaster
January 8, 2026 at 12:23 AM
Incredible piece and graphics by the @financialtimes.com team on the dilapidation of Venezuela’s oil industry
1/3 of storage capacity currently inactive
pipelines havent been updated in 50 years, often rupture
Previously massive 400+ kbpd projects rotting into the earth.
Ecological disaster
1/3 of storage capacity currently inactive
pipelines havent been updated in 50 years, often rupture
Previously massive 400+ kbpd projects rotting into the earth.
Ecological disaster
the energy source of the future of the past is now: ai's energy needs are so immense that FUEL CELLS are finally booming
heatmap.news/energy/fuel-...
heatmap.news/energy/fuel-...
The Fuel Cell Company Now Bigger Than Southwest Airlines
Bloom Energy is riding the data center wave to new heights.
heatmap.news
January 7, 2026 at 10:19 PM
the energy source of the future of the past is now: ai's energy needs are so immense that FUEL CELLS are finally booming
heatmap.news/energy/fuel-...
heatmap.news/energy/fuel-...
american and venezuelan law has to change before investment can flow into venezuela. then they have to spend tens of billions of dollars over a decade. and all that while oil prices are quite low.
heatmap.news/energy/venez...
heatmap.news/energy/venez...
The 4 Things Standing Between the U.S. and Venezuela’s Oil
And that’s before we start talking about the tens of billions of dollars of investment required.
heatmap.news
January 6, 2026 at 3:48 PM
american and venezuelan law has to change before investment can flow into venezuela. then they have to spend tens of billions of dollars over a decade. and all that while oil prices are quite low.
heatmap.news/energy/venez...
heatmap.news/energy/venez...
warren buffett on utilities from his berkshire hathaway 2023 annual letter
December 23, 2025 at 8:08 PM
warren buffett on utilities from his berkshire hathaway 2023 annual letter
Reposted by Matt Zeitlin
NEW on SHIFT KEY:
2025 isn't quite over yet, but we've already moved on to 2026!
On this week's episode, Heatmap's @robinsonmeyer.bsky.social, @emilypont.bsky.social, @zeitlin.bsky.social, and @goodjillian.bsky.social share their predictions for next year:
podcasts.apple.com/us/podcast/t...
2025 isn't quite over yet, but we've already moved on to 2026!
On this week's episode, Heatmap's @robinsonmeyer.bsky.social, @emilypont.bsky.social, @zeitlin.bsky.social, and @goodjillian.bsky.social share their predictions for next year:
podcasts.apple.com/us/podcast/t...
The Biggest Energy and Climate Stories of 2026
Podcast Episode · Shift Key with Robinson Meyer and Jesse Jenkins · 12/23/2025 · 45m
podcasts.apple.com
December 23, 2025 at 5:12 PM
NEW on SHIFT KEY:
2025 isn't quite over yet, but we've already moved on to 2026!
On this week's episode, Heatmap's @robinsonmeyer.bsky.social, @emilypont.bsky.social, @zeitlin.bsky.social, and @goodjillian.bsky.social share their predictions for next year:
podcasts.apple.com/us/podcast/t...
2025 isn't quite over yet, but we've already moved on to 2026!
On this week's episode, Heatmap's @robinsonmeyer.bsky.social, @emilypont.bsky.social, @zeitlin.bsky.social, and @goodjillian.bsky.social share their predictions for next year:
podcasts.apple.com/us/podcast/t...
Google is spending tens of billions of dollars a year on its data center buildout and its hiring some human capital too: some of America’s most prominent energy wonks heatmap.news/energy/googl...
Google Is Cornering the Market on Energy Wonks
The hyperscaler is going big on human intelligence to help power its artificial intelligence.
heatmap.news
December 23, 2025 at 2:08 PM
Google is spending tens of billions of dollars a year on its data center buildout and its hiring some human capital too: some of America’s most prominent energy wonks heatmap.news/energy/googl...
Reposted by Matt Zeitlin
darkly appropriate that this essentially all goes back to a lack of appropriate compliance practices at Bear Stearns www.nytimes.com/2025/12/16/m...
Scams, Schemes, Ruthless Cons: The Untold Story of How Jeffrey Epstein Got Rich
www.nytimes.com
December 16, 2025 at 4:22 PM
darkly appropriate that this essentially all goes back to a lack of appropriate compliance practices at Bear Stearns www.nytimes.com/2025/12/16/m...
Reposted by Matt Zeitlin
Federal energy regulators order the country's largest grid to make its rules make sense.
Read more from @zeitlin.bsky.social:
heatmap.news/energy/ferc-...
Read more from @zeitlin.bsky.social:
heatmap.news/energy/ferc-...
Let’s Make It Easier To Plug Data Centers Into Power Plants, FERC Says
Federal energy regulators directed the country’s largest grid to make its rules make sense.
heatmap.news
December 18, 2025 at 8:26 PM
Federal energy regulators order the country's largest grid to make its rules make sense.
Read more from @zeitlin.bsky.social:
heatmap.news/energy/ferc-...
Read more from @zeitlin.bsky.social:
heatmap.news/energy/ferc-...
we'll see what happens, but my reading of history is that when affordability (ie inflation) is a problem, it's harsh, austere, right-wing "sado-monetarist" or "neoliberal" responses that get rewarded. thatcher and reagan won huge majorities after economic crashes because they crushed inflation
But it seems so relevant now that “affordability” is so main issue and the entire foundational of neoliberal political economy is central bank independence and monetary policy as the only real tool for managing the price level.
December 15, 2025 at 9:45 PM
we'll see what happens, but my reading of history is that when affordability (ie inflation) is a problem, it's harsh, austere, right-wing "sado-monetarist" or "neoliberal" responses that get rewarded. thatcher and reagan won huge majorities after economic crashes because they crushed inflation
seems bad
“Drunk and drugged driving is now so common in car-centric California that drivers routinely rack up four, five, six DUIs. One woman in Fresno just got her 16th.”
California has some of the weakest DUI laws in the nation. Here, DUI-related deaths have been rising more than twice as fast as the rest of the country.
But this fall, a state bill to strengthen DUI penalties was gutted at the last minute. calmatters.org/investigatio...
8/9
But this fall, a state bill to strengthen DUI penalties was gutted at the last minute. calmatters.org/investigatio...
8/9
December 12, 2025 at 6:26 PM
seems bad
Reposted by Matt Zeitlin
Zillow made headlines pulling climate risk data off their platform. Data on Redfin users, though, shows that potential homebuyers only click a listing's flood, wildfire risk for a short time after catastrophic disasters:
More from Ruby Mellen and I here: 🎁 wapo.st/4pX8MhE
More from Ruby Mellen and I here: 🎁 wapo.st/4pX8MhE
Hurricanes and wildfires influence homebuyers, if only for a minute
Interest in climate risk surges after disasters, according to the real estate platform Redfin, but soon diminishes.
wapo.st
December 9, 2025 at 3:02 PM
Zillow made headlines pulling climate risk data off their platform. Data on Redfin users, though, shows that potential homebuyers only click a listing's flood, wildfire risk for a short time after catastrophic disasters:
More from Ruby Mellen and I here: 🎁 wapo.st/4pX8MhE
More from Ruby Mellen and I here: 🎁 wapo.st/4pX8MhE
one reason why dems do well in minnesota despite it not being *that* democratic at the national level is that candidate selection works out for them
MINNEAPOLIS (AP) - Trump supporter and ‘MyPillow Guy' Mike Lindell says he's running for Minnesota governor in 2026.
@apnews.com #MNgov
@apnews.com #MNgov
December 11, 2025 at 4:23 PM
one reason why dems do well in minnesota despite it not being *that* democratic at the national level is that candidate selection works out for them
Reposted by Matt Zeitlin
Interesting that EIA is seeing slower growth of large load aggregate demand , but that is a poor indicator of grid strain. Need to understand peak demand relative to available supply, some of which is intermittent.
www.utilitydive.com/news/energy-...
www.utilitydive.com/news/energy-...
EIA cuts 2026 power generation forecast by more than a percentage point
The Energy Information Administration revised down its projection based on how much large load electricity demand has come online so far this year, particularly in Texas, “and its implications for nea...
www.utilitydive.com
December 11, 2025 at 4:09 PM
Interesting that EIA is seeing slower growth of large load aggregate demand , but that is a poor indicator of grid strain. Need to understand peak demand relative to available supply, some of which is intermittent.
www.utilitydive.com/news/energy-...
www.utilitydive.com/news/energy-...
Reposted by Matt Zeitlin
I wonder if North America's low-voltage power supply is the original sin driving a ton of inefficiencies in our electrical codes compared to the rest of the world's, in the same way that light wood frame construction is. Inspired by reading the AFCI Wikipedia page en.wikipedia.org/wiki/Arc-fau...
December 11, 2025 at 4:10 PM
I wonder if North America's low-voltage power supply is the original sin driving a ton of inefficiencies in our electrical codes compared to the rest of the world's, in the same way that light wood frame construction is. Inspired by reading the AFCI Wikipedia page en.wikipedia.org/wiki/Arc-fau...
this is all that matters
ICYMI from last night: WB Discovery confirmed that TCM will be part of the studios & streaming division that Netflix is trying to buy.
Here's looking at you, Ted? www.vulture.com/article/tcm-...
Here's looking at you, Ted? www.vulture.com/article/tcm-...
Netflix and TCM: The Beginning of a Beautiful Friendship?
Turns out, Turner Classic Movies is included in Netflix’s deal with Warner Bros.
www.vulture.com
December 9, 2025 at 8:34 PM
this is all that matters
Reposted by Matt Zeitlin
This might be the wildest "pivot to data center" story I've seen. A supersonic aircraft startup that hasn't delivered a single plane raised $300 million to make natural gas turbines to power data centers techcrunch.com/2025/12/09/b...
Boom Supersonic raises $300M to build natural gas turbines for Crusoe data centers | TechCrunch
Crusoe will pay Boom $1.25 billion for more than a gigawatt of generating capacity with deliveries of the turbines starting in 2027.
techcrunch.com
December 9, 2025 at 8:02 PM
This might be the wildest "pivot to data center" story I've seen. A supersonic aircraft startup that hasn't delivered a single plane raised $300 million to make natural gas turbines to power data centers techcrunch.com/2025/12/09/b...
Reposted by Matt Zeitlin
can't stop watching this clip of a tesla Optimus teleoperator taking his headset off before properly logging out the robot
December 8, 2025 at 9:29 AM
can't stop watching this clip of a tesla Optimus teleoperator taking his headset off before properly logging out the robot
it turns out there's more than regulatory issues preventing the kei car from taking over america heatmap.news/politics/tru...
Trump’s Tiny Car Dream Has Big Problems
Adorable as they are, Japanese kei cars don’t really fit into American driving culture.
heatmap.news
December 8, 2025 at 6:04 PM
it turns out there's more than regulatory issues preventing the kei car from taking over america heatmap.news/politics/tru...
December 8, 2025 at 3:31 PM