The US is hitting records for the rapid growth of its energy storage market. That’ll go a long way to shoring up the grid, increasing reliability and also cutting emissions, since batteries can help store energy from intermittent renewables like wind and solar.

Crucially, this is all happening with the help of cheap Chinese batteries, though there’s been a concerted effort to reduce the US’s reliance on them. Most recently, in an executive order in late August, the Trump administration declared a national emergency that essentially bans Chinese batteries from being used in grid-scale energy storage systems.

There’s an argument to be made about reducing reliance on any single source of a crucial energy technology. But all this tension raises a broader question for me: How much should countries take advantage of cheap, available tech, versus cutting off major sources to force development of their own factories even if that comes at a higher cost?

This is hardly America’s first push to move away from Chinese influence in the battery supply chain. One of the major policy tools used in recent years is restricting the tax credits designed to incentivize use of the new technologies. Limiting the types of projects that are eligible can help reduce the cost of local technologies so they’re more competitive with otherwise cheaper imported options.

Back in 2022, the US government designed the tax credits that were part of the Inflation Reduction Act to restrict where a battery’s minerals could be mined, processed, or recycled, as well as where a battery and its components were assembled.

Those tax credits underwent a makeover in 2025, but the Trump administration has taken a similar tack. New legislation requires that starting in 2026, 55% of the cost of materials used for new energy storage projects must come from outside China and other restricted countries or the projects won’t qualify for tax credits. 

And we can’t forget about tariffs. Import taxes for batteries increased to 25% in January, up from 7.5%.

But the new executive order is a more drastic move. It bans the installation of “any foreign-produced bulk-power system electric equipment” that poses a national security risk. The order specifically calls out battery energy storage systems, as well as inverters and transformers.

“An outright ban was a bit of a surprise, and it does create a bit of concern for domestic players in the US,” says Shan Tomouk, energy storage and energy lead for Benchmark Mineral Intelligence, an energy industry analyst.

The move is likely to slow deployment of grid-connected energy storage projects in the near term, according to analysis from BloombergNEF, an energy consultancy. Projects could face delays as developers wait for clarity on the rules.

Depending on the detailed guidance from the Department of Energy, which is expected by the end of the year, some projects may need to find alternative sources for their cells, whether they’re domestically produced or imported from other countries. These will likely be more expensive than Chinese imports, says Isshu Kikuma, an energy storage analyst at BloombergNEF. “Worst case, those projects could get canceled,” he says.

Technically, the order applies even to existing energy storage plants, though it’s unlikely that they’ll be taken offline because of their batteries’ origin. Since most of these plants currently use Chinese batteries, enforcing the order to the letter would essentially mean removing most installed battery energy storage from the US grid, Kikuma says.

In the longer term, the US will eventually be able to meet its own demand for batteries. The country could have enough capacity by about 2030, though some factories may not ramp up or run at their full capability, meaning domestic supply won’t actually meet demand until later in the 2030s. 

New factories from LG Energy Solutions, Samsung SDI, Ford, and SK On are set to come online or ramp up by next year. In an ironic twist, a slowing EV market is helping, as some factories originally designed for vehicle batteries are retooling to build cells for grid storage instead. 

But it will come at a cost. Today, batteries produced in the US are still significantly more expensive than those made in China. Even switching to imports from other countries like South Korea would likely be more expensive.

This is a crucial issue that goes beyond the US and even beyond batteries. China is miles ahead of much of the rest of the world on technologies like solar panels and batteries. Through years of government support and experience with research and manufacturing, the nation is an energy powerhouse.

There’s a delicate political balance to maintain as the world figures out how to navigate this situation. There’s cheap technology on offer, which can help drastically reduce emissions and energy costs. But there can be risks associated with relying too much on any one player for crucial technologies.

This article is from The Spark, MIT Technology Review’s weekly climate newsletter. To receive it in your inbox every Wednesday, sign up here. 

Battery installations hit a new record in the US in the second quarter of 2026. In total, 20.2 gigawatt-hours of new capacity came online, according to a new report. That’s enough to supply the daily electricity needs of about 700,000 homes.

The surge is putting the country on a trajectory to see 71 gigawatt-hours of batteries installed in 2026, a 20% increase over last year. This growth is being driven by a combination of cheaper batteries and an urgent need for more energy storage capacity as renewables such as solar and onshore wind power are added to the grid. 

Massive, utility-scale systems are leading the way; they’re responsible for most of the record-setting quarter. Seven new gigascale battery installations (those with a capacity of over one gigawatt-hour) came online during the three-month stretch, according to the report, published by Benchmark Mineral Intelligence and the Solar Energy Industries Association.

“It really came down to a handful of big projects,” says Shan Tomouk, energy storage and energy lead for Benchmark Mineral Intelligence.

But there was also growth in the category of so-called behind-the-meter batteries, which include both residential and industrial battery storage systems. These projects, generally smaller than utility-scale installations, are typically owned and operated by homeowners or businesses rather than utilities or power providers. 

In the behind-the-meter category, data centers led the way, making up about three-quarters of new batteries in the commercial sector. But residential batteries saw a sharp slowdown. These systems are often installed in homes to store power from solar panels or serve as a backup source in case of a blackout. Home installations are projected to drop by 16% in 2026 compared with last year, according to the report.

That drop happened largely because a tax credit that helped subsidize home battery systems ended in 2025, Tomouk says. Home installations should recover by the end of the decade, he adds. And tax credits for nonresidential batteries have largely survived.

Overall, batteries are a bright spot in energy right now. “This is one of the strong sectors in the US,” says Isshu Kikuma, an energy storage analyst at BloombergNEF, an energy consultancy.

As the battery market continues to grow, one major trend to keep an eye on is a move toward US-made technology. Today, nearly all the systems coming online use cells made in China, though some are put together into complete energy storage systems in the US.

Tariffs were already pushing the US energy storage industry toward domestic production. And beginning this year, energy storage tax credits required projects to limit their reliance on batteries imported from China. There’s a lot of manufacturing capacity set to come online in the US, though these factories probably won’t be able to meet demand until at least 2030 or so, Tomouk says, so prices could tick up.

If you’ve had to fill up your vehicle’s gas tank or buy a plane ticket lately, you’ve probably felt the effects of rising fossil-fuel prices. But farmers buying fertilizer for their crops are especially aware of just how far the ripple effects of the conflict in Iran have spread.

Fertilizer prices have been on a roller coaster this year, kicked off in part by trade disruptions and high prices for natural gas, a key ingredient in fertilizer production. Let’s take a closer look at why conventional fertilizer prices are so sky-high, and how a few more climate-friendly alternatives could bring farmers some relief.

As fossil-fuel prices go up, nearly all industries are affected, since most of our economy relies on these fuels to move goods and people around.

But fertilizer is even more intertwined with these fluctuations, because natural gas is used as both an energy source and a chemical input in the production of ammonia, a key fertilizer ingredient. So as natural-gas prices have spiked in recent months because of the war in Iran, fertilizer prices have followed. (It’s worth briefly noting here that fertilizer production is also a major source of greenhouse-gas emissions, accounting for about 2% of the global total.)

Fertilizer trade is being directly affected as well, since about one-third of global seaborne trade in fertilizers passes through the Strait of Hormuz, which has been effectively closed to commercial traffic because of the conflict. Access to fertilizer could get worse for some of the poorest countries around the world because of the strait’s closure, according to a report from the World Bank. While the US largely meets demand for nitrogen fertilizers with domestic production, some imports do come from the Persian Gulf.

At one point in April, the price of urea (the most commonly applied fertilizer) climbed above $850 per metric ton. That’s 80% higher than it was before the conflict and the highest level since 2022, when the Russian invasion of Ukraine and the resulting conflict caused fertilizer costs to hit record highs. Prices have come down significantly, but forecasts remain uncertain.

“There’s just this out-of-control supply chain that’s a lot more volatile than it’s ever been,” says Travis Frey, chief technology officer of Pivot Bio, a company making fertilizer with genetically edited microbes. (For more on these microbes, how they work, and what research is still needed, check out my latest story here.) 

Pivot says its products are cost-competitive with chemical fertilizers today. And because they don’t use natural gas as an input, they aren’t subject to the same price spikes. When the war in Iran started, Pivot increased the volume it planned to produce, dropped prices, and allowed farmers to lock in prices for three years, Frey says.

That could be a major help for those farmers, because high prices could be here to stay for a while. Some fertilizer prices could remain high through at least 2028, according to a report from CoBank, one of the largest banks for the agriculture industry in the US.

That’s partly because the war has caused long-lasting damage: 31 ammonia plants in the Middle East have been affected or shut down completely. That’s on top of 20 ammonia plants that have been damaged in Russia in recent years.

Ongoing high prices can be extremely challenging for farmers. “The fertilizer price spikes, and because farmers have paper-thin margins, this is a real problem,” says Tim Schnabel, founder and CEO of Switch Bioworks, another company working on advanced microbe fertilizers.

Higher costs can help push food prices higher, causing all of us to pay more at the grocery store. (It’s not just fertilizer, by the way. Farmers are also getting hit with wild diesel prices this year.) As long as we’re relying on fertilizers made with fossil fuels, food prices will be tied up with energy prices.

Switch and Pivot are among the companies looking to make alternative fertilizers that use microbes to provide nitrogen to plants. There’s a limit to how much synthetic fertilizers these products can actually replace: Depending on the crop and conditions, Pivot says, its products can replace about 25% of synthetic fertilizer today, and the company hopes to reach 40% to 50% of the total. But these alternatives could be a start to untangling fossil fuels and food.

“We can’t keep doing it like this,” Switch’s Schnabel says. “There’s no way we can build a society where the basis of the food chain depends on fossil fuels.”

This article is from The Spark, MIT Technology Review’s weekly climate newsletter. To receive it in your inbox every Wednesday, sign up here. 

Fertilizer is crucial for the global food supply, but making it uses a lot of energy and produces a lot of emissions. Some companies hope microbes can help.

A growing body of research shows that seeding the soil around a crop’s roots with beneficial microbes can help feed the plant, providing crucial nitrogen to help it grow. This could help reduce the need for chemical fertilizer, production of which accounts for roughly 2% of global greenhouse-gas emissions. It could also cut costs for farmers, a big boon—especially as the Iran war has sent energy and fertilizer prices skyrocketing in recent months. 

Humans have used biological fertilizers like manure for thousands of years, and companies have long been developing microbial fertilizers, including some that rely on genetic engineering. But it’s difficult to engineer microbes that can reliably provide nitrogen for crops while also thriving themselves. 

A startup called Switch Bioworks is taking a new approach that essentially allows microbes to establish themselves and grow into healthy colonies before shifting into nitrogen-producing mode. “We have to reinvent fertilizer,”  says Tim Schnabel, the company’s founder and CEO.

The air is nearly 80% nitrogen, but plants can’t use that “free” nitrogen directly because it doesn’t react readily with other elements. Instead, they rely on so-called fixed nitrogen, which has been converted into more reactive compounds such as ammonia. In nature, microbes can perform this nitrogen fixation. Some plants, like legumes, even have symbiotic relationships with nitrogen-fixing bacteria, housing them in nodules in their roots. Synthetic fertilizer is essentially industrial nitrogen fixation via the Haber-Bosch process, which uses natural gas to make ammonia that’s applied to fields.

Biological fertilizers aim to replace some of the synthetic fertilizer with microbes that can help fix nitrogen for plants. But one challenge microbial fertilizer companies have run into is that it’s energetically expensive for microbes to make and release ammonia. Putting all their energy into nitrogen fixation can hamper their growth.

There’s a certain level of colonization you want to see around the roots, Schnabel explains. It’s too expensive and logistically challenging to put all those microbes on the plant, so you have to rely on a smaller number of microbes to grow and divide, establishing the population.  

Switch Bioworks is betting that a genetic switch is the answer. A genetic switch is a section or sections of DNA that controls how genes are turned on and off. In this case it works by activating genes that help trigger ammonia production in and release from the cell. The company is working on several options for setting off this change in its microbes. The leading one is to have the microbes react to the nitrogen level in the soil: Once it drops to a certain level, they begin producing ammonia.

“You have this inherent biological reality, where it’s really expensive for microbes to fix nitrogen,” says Dan Blaustein-Rejto, director of food and agriculture at the Breakthrough Institute. It takes a lot of energy, and if they do fix the nitrogen, they want to use it for themselves, to build proteins and survive, he says. Adding genetic switches could help microbes grow and thrive and then help fertilize crops.

Switch is currently trialing its product in six US states, though it’s two to three years from a commercial product, Schnabel says. It’s initially focused on corn, the most-planted crop in the US, with over 90 million acres in 2026.

“It’s too early to tell exactly how well this works in the field,” Schnabel says. The company plans to harvest the plants in late October or early November, but as of August, some corn plants treated with Switch microbes already looked visibly healthier than those that hadn’t. And it’s still developing the products that will eventually make it to the market, he says.

Switch’s products could significantly help to clean up agriculture. “There’s a lot of potential for these companies and products to help farmers reduce emissions,” Blaustein-Rejto says. “This could be a really important solution for a quite hard-to-abate sector.”

While lab results have been promising, field trials are a crucial step in proving a product, Blaustein-Rejto says: “This is one of the final steps before they can go to market and make strong claims to farmers.” Independent trials are important as well, he adds, since there can be a large gap between a company’s reported data and what independent researchers find.

Pivot Bio is another company working to bring microbes to fields. Since it was founded in 2011, its products have been used on millions of acres of crops. The company now produces a range of products: Some versions can be added when seeds are planted, while others are applied to seeds before they’re even on a farm. The company also recently expanded beyond corn to make microbial fertilizers for cotton, wheat, and small grains including sorghum and barley.

Pivot’s initial challenge was trying to get microbes to produce nitrogen, whether they sensed it in the soil or not. Now the company is working to figure out how to make fitter, more robust colonies no matter the environment, says Travis Frey, the company’s chief technology officer.

“Growers right now are experiencing a double whammy from the farm economics point of view,” he says. Fertilizer costs are going up, and the price of commodity crops like corn has dropped. That’s a big opportunity for Pivot and others in the industry, Frey says: “This next decade is when biologicals on the farm are going to go mainstream.”

Fertilizer and seeds are two of the biggest costs for many growers, so reducing dependence on synthetic fertilizers could be a major help for agriculture, says John Havlin, a professor in the department of crop and soil sciences at North Carolina State University.

“I’m very excited about the future of the use of these products,” Havlin says. “They’ll eventually have a role to play to reduce the load of nitrogen that’s being applied.”

However, there’s a ceiling to the amount of fertilizer we can expect microbes to replace. Switch’s modeling suggests that around 50% is likely the maximum, though the initial product will likely be able to replace about 25% of a farm’s synthetic fertilizer, according to the company. Pivot has said its products can replace about one-quarter of the fertilizer used currently. 

That means synthetic fertilizer will be around for a long time. “There is no clear and plausible vision for replacing it entirely in the foreseeable future,” Blaustein-Rejto says. “So other ways to reduce emissions and reduce other types of nitrogen pollution from farms remain really critical.”

EVs account for under 10% of total new-vehicle sales in the US, and the numbers are declining. From a climate perspective, that’s pretty dismal, especially because the transportation sector is the single biggest source of greenhouse-gas emissions in the country. 

One thing that could help turn that around? Slate Auto’s new truck—a vehicle that seems to buck every convention about selling cars in the fully loaded, range-obsessed US market.  

The company is going all in on simplicity, to the point of austerity. The Slate is a tiny, two-door pickup that’s shorter than a Honda Civic. Much of the media coverage has obsessed over the fact that the base model’s windows use hand cranks, a feature straight out of the 20th century.

Slate is also breaking away from other EV manufacturers’ efforts to compete with gas-powered vehicles on range. The truck sports a small lithium iron phosphate battery, ringing in at 65 kilowatt-hours, and its quoted top range is just 205 miles. For comparison, the most basic Tesla Model 3 can go over 320 miles on a charge.

By accepting a shorter range and forgoing the frills that Americans have come to expect in vehicles, Slate is able to offer the base model of its truck for less than $25,000. Some customers will choose to upgrade their truck with optional add-ons, like a Bluetooth stereo system, vinyl wraps, or even power windows. But the price will still likely come in well below the roughly $50,000 average for a new vehicle in the US.

It might seem an odd choice to go so small and simple in a market that’s increasingly sizing up—but the status quo hasn’t exactly been working for EV makers. A few years back, the hero for US automotive electrification was supposed to be the Ford F-150 Lightning. Announced in 2021, it was an electric version of the country’s best-selling vehicle. 

But Ford discontinued the truck in December 2025, just four years after its introduction. It’s not entirely the Lightning’s fault: The second Trump administration slashed tax credits and other support designed to boost EVs. 

The Lightning was also plagued by price increases. The base model cost roughly $40,000 when shipments started in 2022; during its final year, prices topped $54,000. One factor behind the increase was its massive battery; to reach an almost 300-mile range, the truck needed a battery with a capacity roughly twice that of Slate’s truck. 

That obsession with range is largely unwarranted. While Americans have historically chased distance, the average driver puts under 35 miles a day on the odometer, and nearly 90% of trips in a personal vehicle are 20 miles or less. 

Surveys of EV drivers show a similar trend: One recent study found that people tend to use less than 20% of their EV’s range on a typical day. 

The notion that drivers need far less range than they think they do might sound a lot more persuasive these days—even for Americans who tend to buy cars for their longest road trip instead of their everyday errands. Roughly half the country is struggling to pay for basic necessities such as gas and groceries, and 95% of Americans believe we’re in an affordability crisis, according to a recent Harris poll. An inexpensive vehicle that allows you to skip the gas station sounds like an attractive prospect. 

Affordable EVs have already found willing buyers in other parts of the world—even with reduced range. China currently has over 40 million EVs and plug-in hybrids on the roads, and roughly half of new vehicles sold are electric. On average, new EVs sold in China in 2025 had a range of just 247 miles. For the US over the same period, the average was 329 miles. (Europe falls between the two, at 281 miles.)

Slate is set to start delivering on preorders in late 2026. Its factory will have a capacity of 100,000 vehicles in the first year and 150,000 soon after. Thousands of customers have already put in preorders, according to the company.

Some people obviously believe in the truck’s prospects: Investors, including Jeff Bezos, have put nearly $1.4 billion into the company over three major funding rounds. Ford is jumping (back) into this space soon too. The automaker is working on its own small electric truck, which is expected to debut in 2027 at a retail price of around $30,000.

The key question that will determine Slate’s success or failure is whether drivers can get on board with a small, short-range vehicle for the sake of its price tag. At this moment, I’d bet the answer is yes. 

There’s a hunt for new sources of hydrogen, and the gas (or at least the right conditions to make it) could be hiding beneath our feet.

Hydrogen can be used as a fuel in everything from large trucks to planes to steelmaking. It’s often hailed as a climate solution because when burned, it produces water and oxygen—none of the carbon emissions that contribute to climate change.

In a new story for our latest print issue, freelance reporter James Dineen took a look at the 21st-century gold rush for naturally occurring hydrogen gas. This is an area of research I’ve been fascinated by lately, so let’s take a look at the potential and the questions that still linger.  

Today, hydrogen is overwhelmingly made using fossil fuels, generally natural gas. And most of it is used in petroleum refining or goes on to make fertilizer and other chemicals. But in recent years, many in the climate world have imagined a future where its production is clean too.

If you’d asked me a few years ago, I would have said the race for clean hydrogen was between methods that use electrolyzers powered with renewable electricity and operations that use established, fossil-fuel-based approaches cleaned up with carbon capture. But both those methods have struggled to gain ground, largely because of their high cost.

Lately, there’s been momentum in a new field: geologic hydrogen. Companies have found naturally occurring hydrogen resources across Africa, Asia, Europe, Australia, and North America. 

The US Geological Survey publishes a map of hydrogen prospectivity in the country (basically, where the gas is most likely to occur naturally). One hot spot is the Midwest—specifically the Midcontinent Rift, winding from Kansas to Michigan. The planet’s crust was stretched and split there about a billion years ago, causing molten rock to push up through the crack. The result today is a lot of iron-rich rock, which can react with water to readily form hydrogen.

HyTerra, an Australian company, is searching for hydrogen across Nebraska and Kansas, and it’s already found samples of gas with hydrogen concentrations up to 96%. Koloma, one of the most capitalized companies in the space with total funding over $400 million, is prospecting in the region as well.

One of the major questions these companies have is just how much hydrogen is produced by natural processes, and whether it can be effectively captured. Hydrogen is an incredibly light gas with a small molecular weight, so it can slip through even tiny cracks in rock.  

As James covered in his story, there are some promising signs. Researchers examined a few dozen boreholes at a mine in northern Ontario and found that each one released eight kilograms of hydrogen per year. Given that there are more than 14,000 boreholes at this one site alone, that’s a lot of potential hydrogen to capture.

Rather than hunt for a natural source, some companies are taking matters into their own hands and helping reactions along. The idea behind so-called stimulated geologic hydrogen is to find a spot where there are favorable conditions for hydrogen production but no accumulated resource. By adding water, a catalyst, or some other factor needed for the reaction, it’s possible to kick-start the process.

Vema Hydrogen is a Texas-based company looking to produce hydrogen from subsurface rocks by drilling wells and injecting water and catalysts into them to stimulate reactions. The company is testing its process in wells in Quebec and hopes to start full-scale production in 2028.

Other companies are tackling different aspects of hydrogen production: Eden GeoPower, for example, is using electricity to form fracture networks in rocks, creating more routes for water to get in. (The technology could also be useful in enhanced geothermal projects.)

There are still a ton of unanswered questions here: Hydrogen is notoriously difficult to move around and store, requiring either a lot of space or super-low temperatures to force the gas to become liquid. But if the engineering and logistics work out, this could spell a new beginning for hydrogen. 

This article is from The Spark, MIT Technology Review’s weekly climate newsletter. To receive it in your inbox every Wednesday, sign up here. 

This summer has been a scorcher for much of the Northern Hemisphere. June and July marked the hottest two-month stretch in Europe since record-keeping began. The contiguous US endured its hottest month on record in July. South Korea saw its highest-ever recorded temperature.  

The heat isn’t over yet, but some scientists are already looking ahead to 2027. Experts say the latest El Niño event is going to affect next year’s temperatures more than this year’s.

So as the summer (slowly) starts to wane and temperatures (hopefully) start to come down, why has it been so hot this summer? What’s coming next year, and how should we prepare for it?

As we burn fossil fuels and fill up the atmosphere with greenhouse gases, temperatures all over the globe are on the rise—climate change makes heat waves more likely and more intense. But different regions see different warming rates, and Europe takes the prize for the world’s fastest-warming continent. (It’s second only to the Arctic in terms of regional warming.)

So it’s not terribly surprising that Europe has seen a particularly brutal summer, battered with heat wave after heat wave. One study looked at the continent’s May heat wave and found that climate change played a major role: A similar heat wave in 1976 would have been about 3.5 °C (6.3 °F) cooler than it was under today’s conditions.

The US hasn’t been excused from the heat either. July’s record for the contiguous US (which excludes Alaska and Hawaii) officially ends one held by July 1936 for nearly a century. It’s concerning that we’re breaking records set during the Dust Bowl, an environmental disaster across much of the country.

But looking ahead to next year, El Niño could have even more in store.

A quick crash course here: There’s a natural variation in patterns across the oceans and atmosphere called the El Niño–Southern Oscillation, or ENSO. Basically, over the course of several years, feedback systems between the ocean and wind patterns shift one way and then another. (These two states are the El Niño and La Niña events.)

The Pacific Ocean gets a lot of sunlight, warming up the water’s surface. In normal conditions the trade winds, caused by Earth’s rotation, carry that warm water west,  forcing colder water deep in the ocean up toward the surface in the east. In turn, warm air rises, flows east, and sinks again.

During an El Niño, the trade winds weaken and heat stored in the central Pacific builds up, warming up the air above it and creating a pocket of air that disrupts movement in the atmosphere and oceans, altering rainfall and weather across the globe.

We’ve already entered an El Niño phase, defined by the National Oceanic and Atmospheric Administration as a period when we see the temperature in a specific part of the Pacific Ocean get 0.5 °C hotter than usual, plus associated changes in the atmosphere.

And this could be a big deal for global temperatures. El Niño doesn’t actually add energy into the climate system or warm up the entire globe on a long-term scale. It’s essentially just taking heat that’s been stored in the oceans and releasing it into the atmosphere.  

But climate change has pushed a lot of heat into storage in the atmosphere and oceans—so combining the effects of this year-to-year variation with that long-term trend could have brutal results.

This El Niño is expected to be an especially notable one. Some forecasts predict that the event could peak at over 3.5 °C above the average, potentially making it the strongest on record. It also came on quite quickly, representing “one of the fastest onsets in the observational record,” writes climate scientist Zeke Hausfather in an analysis for Carbon Brief.

And while this El Niño is already starting to have an effect on temperatures, it’s still ramping up. El Niño’s effect on global temperatures tends to lag development of the ocean pattern by several months, and the effects will likely be more significant next year. 

In some recent El Niño periods, record-breaking temperatures came during the second calendar year of the event, Hausfather points out in his analysis. The most recent El Niño developed in 2023 and ran into 2024, and 2024 is the reigning hottest year on record. There’s some uncertainty in trying to predict how the rest of this El Niño will play out, but so far, it is set to be a doozy.

Given how brutal these summer heat waves have been, there’s a pretty high likelihood that much of the world could see even higher temperatures next year. “El Niño conditions will pour fuel on the fire of a warming world,” United Nations Secretary-General António Guterres said in a video statement in June.

It’s time to start preparing for it, and individuals can take some actions in the near term: If you’ve been putting it off, I’d buy that air conditioner, install solar and a backup battery, or upgrade the insulation in your home. 

In the longer term, though, temperatures will keep climbing because we’re still burning fossil fuels and driving climate change. As Guterres said in his statement, “The only effective response is climate action equal to the crisis: ending the addiction to fossil fuels, accelerating the shift to renewables, protecting the most vulnerable, and delivering early warning systems for all.”

This article is from The Spark, MIT Technology Review’s weekly climate newsletter. To receive it in your inbox every Wednesday, sign up here. 

In June 2024, a small company called Zanskar purchased a geothermal power plant in New Mexico that was failing fast. The water coming from the underground reservoir was getting colder by the day, making the plant uneconomical to run.

Now, two years later, that plant is running at full capacity again, thanks to a new well. With the help of advanced modeling and modern drilling technology, the company was able to identify a better potential well site, drill down thousands of feet, and revive the entire operation.

As the world looks for more sources of emissions-free electricity that are available 24-7, Lightning Dock shows there’s still hidden potential deep beneath our feet. 

Conventional geothermal power plants rely on having the right underground conditions. Water flows through fractured hot rocks to harvest heat and then through a power plant to generate electricity. If the water isn’t hot enough or not enough flows, the power plant can’t work efficiently.

Lightning Dock came online in 2013, and the site historically had two production wells that were used to feed the power plant. It’s common to see temperatures drop at a well site over time, typically at a rate of 1 to 2 °F per year. In the period before Zanskar took over the site, Lightning Dock saw temperatures drop by 50 °F over five years, a rate of 10 °F per year. When the company purchased the facility, the water going into the power plant was just 250 °F, while the plant was designed to operate at temperatures of at least 310 °F. 

When Zanskar mapped the underground conditions at Lightning Dock using advanced modeling techniques, they discovered that the wells were only hitting the very top of the reservoir there. Those production wells were quite shallow (at just 2,500 feet deep) and not in the best location, says Joel Edwards, Zanskar’s cofounder and CTO.

The company’s modeling predicted that if the company were to drill another, deeper well in a new spot, the plant would be able to run efficiently. The team drilled a new well that reaches a depth of 8,000 feet and started operation in May 2025.

After a full year, the well is still flowing at more than 4,000 gallons per minute. The plant has “completely turned around,” Edwards says. “It looks really exciting.”

The data so far shows that the plant should be successful for years to come. “Ultimately you need to run these things for long time frames to get confidence in their performance over long time frames,” Edwards says.

The progress at Lightning Dock could be good news for other geothermal sites too. The conventional wisdom in geothermal energy is that the deeper you go, the hotter it gets. But there’s usually a trade-off: With those depths come rocks that are packed tighter together. So drilling deeper could mean the hot water can’t flow as effectively, a problem for anyone trying to use it to generate electricity in a power plant.

What the team found, however, was that the flow actually increased in the area where they drilled the new well. “That fundamentally changes how you think about not just Lightning Dock but all hydrothermal assets in America and what the potential can be for all of them,” says Ben Brenner, director of federal affairs at Zanskar. 

Over the past year of operation, Lightning Dock generated over twice the electricity it would have with the old wells. This is a relatively small power plant, with a capacity of 15 megawatts going to the local grid (about enough to power 11,000 US homes).

Oil and gas developers have chased resources deeper underground over the past few decades. Operations started relatively close to the surface, but oil and gas production can stretch down 20,000 feet or more today. “I think that arc is going to play out in geothermal,” Edwards says. While typical geothermal well fields range from 3,000 to 5,000 feet deep, it could become more common to go deeper in the future, he adds.  

The company plans to do further development at the Lightning Dock site: with a few years of development and an upgrade to the power plant, it could get even more electricity out of this area, Edwards says.

There’s been a lot of buzz and investment in enhanced geothermal systems—projects that aim to expand where geothermal resources can be used. Fervo Energy, for example, uses fracking techniques to open up rock that would otherwise be too closed off for traditional geothermal energy.

But there’s still plenty of “low-hanging fruit” in the geothermal world, Edwards says. Many of these conventional resources have plenty of potential—they just need a second look.

This article is from The Spark, MIT Technology Review’s weekly climate newsletter. To receive it in your inbox every Wednesday, sign up here. 

Correction: A previous version of this article misstated the title of Joel Edwards. He is Zanskar’s CTO, not CEO.

Outside the small town of Paducah, Kentucky, a wealth of uranium is locked away in thousands of storage cylinders filled with waste material from a now-closed nuclear enrichment facility. Lasers could help get it out.

A company called Global Laser Enrichment (GLE) is looking to reprocess this old material with a new technology called laser enrichment. It could be more efficient than conventional enrichment methods, allowing the company to refresh the material and produce feedstock at the same concentration as a natural mined source. And in the future, the company claims, laser enrichment could be used to make material for nuclear fuel, including the kind used in advanced reactors.

Nuclear power provides about 9% of global electricity today, and that fraction could tick up as major world powers like the US and China look to build new reactors, including some based on next-generation technology. New, cheaper methods to obtain fuel could help ensure that those nuclear projects stay on track.

Naturally occurring uranium is largely made up of uranium-238 (over 99%) and uranium-235 (about 0.7%). Uranium-235 is the fissile type, meaning that, when hit with slow low-energy neutrons, it can sustain a chain reaction that generates electricity. So reactors generally use material with a higher concentration of U-235 than what’s pulled from the ground. Today’s conventional reactors usually use low-enriched uranium, typically is about 5% U-235, though some advanced reactor designs will use fuel that’s up to 20% U-235.

Today, centrifuges are the dominant tech used to enrich uranium. The equipment essentially takes uranium-containing material and spins it around incredibly quickly, so the heavier material (which contains U-238) spins out to the edge, while the lighter material (which has U-235) stays closer to the center. (If you’ve ever swung a mustard bottle to get the last of it out, you’ve used the same basic idea behind a centrifuge.) Then the material that has a higher concentration of U-235 can go on to be made into nuclear fuel.

Laser enrichment, on the other hand, takes advantage of the fact that all molecules vibrate and rotate at an atomic scale in ways that depend on their specific material. Even different uranium isotopes have distinct fingerprints.

Lasers are so precise they can target one particular material (like molecules that contain U-235, for example). If you shine a laser at a mixture, you can selectively excite just the material you’re targeting, giving it a bit more energy. This changes the way it behaves, which can make it easier to separate out the material you want using chemical or physical methods.

A wide range of separation approaches have been developed in research and industry. Some aim to electrically charge U-235 atoms, allowing them to be moved with electrostatic or magnetic fields. Others change how the material reacts chemically. 

The details of GLE’s specific technology are classified, and company officials declined to share how the process works. 

There’s been interest in using lasers for uranium enrichment for decades, says Charles Forsberg, a principal research scientist in nuclear science and engineering at MIT. 

However, in their early days lasers tended to be high-maintenance, unstable and difficult to operate. They’ve improved dramatically, making laser enrichment a more attractive prospect than it was during the early research.

Even more than technological improvements, a recent geopolitical shift could boost new enrichment technology. Russia has the largest uranium enrichment ecosystem in the world, and the country has historically dominated the market. “Nobody in the West was going to build a new enrichment plant while the Russians flooded the world with enriched uranium,” says Forsberg. 

Since the start of the Ukraine war, however, countries including the US and UK have taken steps to limit or ban imports of Russian uranium. That’s opened the door for companies to set up new enrichment operations, including some that use new technologies, Forsberg says.

Demand for fuel is increasing as countries look beyond Russia for uranium supply. “The gap is just becoming bigger and bigger, and this technology is right in the middle,” says Christo Liebenberg, president of LIS Technologies, one of the companies aiming to build laser enrichment capacity in the US.

LIS Technologies was founded in 2023, and the company recently purchased a 200-acre site in Oak Ridge, Tennessee. It’s currently in the pre-application process with the US Nuclear Regulatory Commission for its facility. The company plans to take in natural-grade uranium and make a product that’s roughly 5% U-235, though it hopes to eventually make more concentrated material that can be used as fuel for next-generation reactors.

GLE is taking a different approach: Rather than using its technology to enrich freshly mined material to the 5% concentration that can be used in fuels, it’s hoping to start by rehabilitating old waste.

The company has a contract with the US Department of Energy to reprocess waste material at the enrichment site in Paducah. The facility could enrich up to 200,000 metric tons of material that contains small amounts of uranium leftover from an older enrichment process.

GLE is taking the material that’s at least 0.25% U-235 and enriching it to about 0.7%. That material can then be further processed and slotted into the uranium supply chain in place of freshly mined material. “It’s kind of like a large aboveground uranium mine for us,” says Nima Ashkeboussi, vice president of government relations and communications at GLE.

While each one of its units is more complex and expensive than a centrifuge, far fewer are needed to do the same work. A similar centrifugation plant would have many thousands of centrifuges working together, but a full-scale plant using GLE’s laser enrichment process would have fewer than a thousand of its units, says Stephen Long, the company’s CEO. Up-front investment should be smaller, and operating costs are also expected to be lower, partly because the process uses less energy than centrifuges, Long says.

GLE has a testing facility in Wilmington, North Carolina. In fall 2025, the company completed a demonstration pilot, processing several hundred kilograms of uranium. It decommissioned that system and is currently putting together a new demonstration at the North Carolina plant, which would show how the technology works at commercial scale.

The company also applied for a license with the US Nuclear Regulatory Commission for its proposed facility in Paducah. The final safety evaluation should be finished in November, and the final approval should come in 2027, Long says. The plan is to start processing material at the plant by 2030.

In the long run, there’s plenty of uranium on the planet to keep reactors running for decades. But as interest in nuclear power grows and the geopolitics of fuel shift, there could be short-term gaps or price spikes that alternative sources could help smooth out.

Laser enrichment plants could turn out to be cheaper than existing technologies, says Stephen Greene, a senior fellow at the Nuclear Innovation Alliance. But as with most new technologies, “you don’t really know until you try to build one.”

On July 3, as a heat wave swept the region, New York State’s grid imported 52 gigawatt-hours of electricity from Canada—enough to meet about 9% of its total electricity demand that day.

Some of that power shuttled in on a 339-mile power line stretching from Quebec to Queens called the Champlain Hudson Power Express (CHPE). It opened in May and is officially the longest underground transmission line in North America.

An underground power line might not sound all that exciting, but this could be a big deal for the state’s grid planning, and for emissions. It could provide up to 20% of New York City’s electricity demand, largely with abundant hydropower from Quebec.

One wrinkle: The line has been down for most of this month, and some experts are concerned about how drought will affect the power supply feeding it. Let’s look at how the CHPE transmission line could help shape the future of our grid, and what barriers it needs to overcome to make a difference.

Planning for the CHPE (which is charmingly pronounced “chippy”) started 15 years ago, with the permitting process formally beginning in March 2010. The vision was to build infrastructure to better connect Quebec and southern New York.

Over 99% of Quebec’s electricity comes from renewable sources; most demand is met with hydropower, though the province’s wind capacity is growing quickly. New York has some hydropower of its own, as well as nuclear and wind, but the state still relies on fossil fuels for most of its energy generation.

Transmission Developers, a company owned by the alternative asset management firm Blackstone, and Hydro-Québec, the province’s manager of generation and transmission, partnered to build CHPE. Construction began in late 2022 and wrapped up earlier this year. The total cost for the privately funded project turned out to be  $6 billion.

The construction of this line was a feat. It’s made up of a bundle of two high-voltage direct-current power cables, each measuring roughly five inches across. Developers buried the bundle underground or underwater across the length of New York State. Much of the line was laid at the bottom of the Hudson River, requiring special boats that shot water jets deep into the sediment to create trenches for the cable.

Connecting grids together can help accelerate the transition away from fossil fuels. The ability to move electricity to where it’s needed could also help limit the amount of new capacity we need to build. Research has shown that interconnection can help cut emissions and lower system costs.

But CHPE is off to a slow start and has seen two outages so far. The first, on July 1, was reportedly caused by a trip at a converter on the Canadian side of the border. The second outage began on July 4, and the power line is still down as of the morning of July 22.

Some experts say this isn’t unusual for a new infrastructure project. Other power lines have seen similar startup challenges, and the equipment hasn’t really been fully tested until it’s in operation, Normand Mousseau, a physics professor at Université de Montréal, told the Gazette.

Officials traced the issue to a damaged section of cable on the US side of the border, and the company that manufactured the line sent experts to investigate the cause, according to reporting from RTO Insider, a trade publication. 

The damaged portion of the cable has been removed and replaced, says Lynn St-Laurent, a spokesperson for Hydro-Québec. “It is currently estimated that the remaining work, including necessary post-repair testing, will be completed by the weekend.”

Similar woes have afflicted the New England Clean Energy Connect line, which opened in January, stretching 145 miles from Quebec to Maine. That project has also seen outages, and very little additional energy has flowed into the Northeast.

The good news for New York is that the grid wasn’t relying on CHPE yet. “Our planning studies did not assume CHPE would be available this summer, and that was one reason the grid performed reliably during the heat wave earlier this month,” Kevin Lanahan, a spokesperson for the New York Independent System Operator, the state’s grid management company, said in a statement. “A core principle of reliability planning is not relying on any single project.” 

The idea is that eventually, states and regions will be able to rely—at least in part—on these projects, so there is pressure to get them working smoothly: Building massive transmission lines is a major long-term investment. In future years, as the equipment gets stress-tested and utilities begin to feel more confident in the projects’ reliability, they could play a bigger role on the grid.

One thing to keep an eye on moving forward is the condition of Quebec’s hydropower fleet: The region has seen intense drought for the past three years, eating into the water reserves used to generate electricity. That could mean there won’t always be abundant hydropower to ship across the border—even if the transmission lines are able to carry it. 

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It feels as if it should be illegal to even think about heating appliances during the height of summer—seriously, these heat waves in New York have been brutal—but we need to talk about heat pumps.

The appliances use electricity for heating, they’re incredibly efficient, and they’re on the rise. (For what it’s worth, many heat pumps can also be run in reverse to cool buildings.) In the US, heat pump sales have doubled over the past 15 years, according to a new report. And they’re winning the heating race against fossil fuels, outpacing natural-gas furnaces by 32% during the first quarter of 2026.

These stats are especially striking at this moment, because a key tax credit for heat pumps just ended with the close of 2025. But you wouldn’t know it from looking at the data. Why are heat pumps still so hot?  

In case you need a quick refresher, heat pumps use electricity to essentially move heat from one spot to another. A refrigerant moves around a loop in the device, expanding and compressing, gathering and releasing heat at different points in the cycle. (For a more in-depth look at the thermodynamics, this explainer I wrote in 2023 still holds up.)

The result is an appliance that can be incredibly efficient. Once you pay for and install a heat pump, it’s generally significantly cheaper to run than a gas or oil furnace or other types of electric heating systems. And because they’re more efficient and don’t involve burning fossil fuels, heat pumps can be a major help in decarbonizing buildings.

One of the major hurdles to wider use of heat pumps is the appliances’ cost: They tend to be more expensive to buy and install than gas furnaces. For this reason, many governments offer incentives to encourage their adoption. In the US, people who installed heat pumps between 2023 and 2025 were eligible for up to $2,000 in tax credits.

Last year, though, the Trump administration slashed those tax credits, along with many of the other incentives that were part of the 2022 Inflation Reduction Act. Effective January 1, 2026, no more financial help for heat pumps.

I think I’ve seen this film before, and I didn’t like the ending. Tax credits of up to $7,500 for new EVs ended on September 30, 2025. In the quarter leading up to that deadline, sales spiked as people rushed to take advantage of the incentive. Then they fell off a cliff. Things are starting to normalize now, but clearly the tax credit’s sunset had a major effect.

But as it turns out, heat pumps are an entirely different story. In the first few months of 2026, sales have actually gone up, as Lucas Davis, an energy economist and UC Berkeley professor, points out in a new analysis.

Heat pump shipments were flat from December to January and have seen a gradual rise since then, according to data from the Air Conditioning, Heating, and Refrigeration Institute, a trade group that represents about 90% of the US market. This increase from winter into spring follows a seasonal trend seen in previous years—and it’s actually a bit stronger in 2026.

This data isn’t what you’d expect to see if losing the tax credit were hurting demand. As Davis lays out in his post, it seems the credit wasn’t really convincing people to install heat pumps, or at least the case for doing so was sufficient without the added incentive.

“It appears that the U.S. market for heat pumps is strong enough that it does not depend on tax credits,” Davis writes.

In 2024, MIT Technology Review put heat pumps on our annual list of breakthrough technologies. “We’ve entered the era of the heat pump,” I wrote at the time.

While heat pump sales have been up and down over the last few years, the era is going strong. The appliances have outsold gas furnaces in the US for the last four years. It’s not just the US, either. Countries including China and Germany have seen strong movement to heat pumps in recent years.

There’s rarely a straight path to adoption for new technology, especially something that requires so many individual households to make a significant change. But it’s encouraging that a major decarbonization tool is going strong, even when roadblocks pop up.

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I was really looking forward to July 4, and not just because I love a poolside barbecue. This year the American holiday also marked a big symbolic deadline for US nuclear power.

Last year the Trump administration set a goal to see three new microreactors achieve criticality, a technical milestone establishing that a reactor can sustain a chain reaction, by the nation’s 250th birthday. And just in time, four reactors did so.

It was a lofty goal, and seeing not just three but four companies meet it is certainly a positive sign for emerging nuclear technologies at a time when the world is facing increased need to increase electricity supply and address climate change with emissions-free technologies.

But achieving criticality doesn’t mean a reactor is ready to provide electricity for the grid (or at all, for that matter). Let’s untangle what this program’s success could mean for nuclear power in the US, and where these companies might go from here.

The Reactor Pilot Program essentially opened a special door for prototype reactors to fast-track development. In August, the US Department of Energy selected 11 reactor projects for the program and offered them land and support from the national labs system. These are all microreactors; the large light-water reactors that dominate the grid today are tens or even hundreds of times their size. 

Antares Nuclear was the first to achieve criticality, reaching the milestone in June in its Mark-0 test reactor. Reactors from Valar Atomics, Deployable Energy, and Aalo Atomics followed. (Aalo hit the mark in the early hours of July 4—an inspiring example of just barely meeting a deadline.)

The speed with which these companies hit this milestone is impressive, especially in an industry known for massive projects that frequently blow past deadlines and stated budgets. (Valar, Antares, and Aalo were all founded in 2023, and Deployable started in 2025.) But reaching criticality and running a reactor that can produce electricity are two totally different things.

All these reactors reached what’s called zero-power criticality. Basically, it’s a test of whether you can start a nuclear chain reaction, with no meaningful power coming from the reactor. “A zero-power-criticality test can be achieved without making real engineering progress on fuel or design,” Kathryn Huff, a former assistant secretary for nuclear energy and chair of the Department of Nuclear Engineering and Engineering Physics of the University of Wisconsin–Madison, said on an episode of the Catalyst podcast earlier this year.

Now, with the completion of this program, the companies will need to continue their work to make power, which could involve some big technical challenges. In some cases they’ll need to add significant equipment, like the cooling systems to transfer the heat out of the reactor core.

The companies are projecting aggressive timelines moving forward. Aalo says it’s already begun work on the second reactor and plans to produce 10 megawatts of electricity to power an on-site data center in 2027. Deployable Energy says it plans to deploy commercial reactors by 2028. 

I tend to take timelines from startups, especially in nuclear, with a grain of salt. Not only are these remarkably complex technical machines, but companies often run into problems outside their own control, like regulatory challenges—which these new projects could soon face. 

The Nuclear Regulatory Commission is in charge of civilian and commercial nuclear use in the US, and historically, the process to get nuclear reactors approved has been quite slow.

The agency did propose a new framework for microreactor approvals earlier this year, which is designed to speed up the process—but it’s yet to be seen how quickly things will move. (And it’s worth noting here that some nuclear experts have questioned whether the agency under the Trump administration is loosening nuclear rules too much.)

Some nuclear supporters aren’t applauding the microreactor milestone. Federal focus on the program is an “unhelpful diversion” from goals to meaningfully increase nuclear capacity, according to one analysis by Third Way, a public policy think tank. “Artificially accelerating project timelines is a short-term solution, not a long-term fix,” the memo reads. 

Criticality is a big first step, but a lot will still have to happen for any of these microreactors to come online, much less for these small reactors to be a significant source of electricity for the grid. 

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