Gotta read this piece from @michellema.bsky.social

Michelle Ma@michellema.bsky.social · 3h ago

How much water do data centers really use, why do they use so much, and is it a problem? I talked to researchers and industry experts to understand the true water footprint of the AI boom: Gift link: www.bloomberg.com/news/article...

A group of Democratic senators urged the Commodity Futures Trading Commission to rein in prediction market trading on wildfires, expressing concern that individuals could be tempted to commit arson to make their bets pay off New story @bloomberg.com: www.bloomberg.com/news/article...

Prediction Market Bets on Wildfires Draw Scrutiny From Senators

A group of Democratic senators urged the Commodity Futures Trading Commission to rein in prediction market trading on wildfires, expressing concern that individuals could be tempted to commit arson to...

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Lots of #nuclear power getting built! www.bloomberg.com/news/article...

Nuclear Power to Climb 44% Worldwide as China Tops US, BNEF Says

Global nuclear capacity is set to climb 44% over the next decade after years of tepid growth, spurred by growing demand for electricity and aggressive efforts to build reactors in China and India.

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The largest #wind farm in US history started up this month in New Mexico. It'll be America’s last landmark wind project for years, as the industry grapples with a myriad of headwinds. My latest 👇 🎁Link: www.bloomberg.com/news/article...

America’s Biggest Wind Farm Arrives Just as Industry Heads for Declines

The pace of onshore turbine installations is set to slow until 2030 as the renewables sector faces a myriad of headwinds.

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El Niño has arrived - and it's on track to be a big one. From transatlantic flight times to Panama Canal shipping delays, to the cost of a candy bar or even just a bottle of soap, its effects can pop up all over the economy. (gift link) www.bloomberg.com/news/article...

El Niño Slams Into a Global Economy Unprepared for More Chaos

Scientists warn a blockbuster weather event risks pushing costs higher for everything from building materials to groceries.

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SpaceX's IPO is this week so we though it would be a good time to look at all the related party transactions

⚡ The AI data center boom in the US is threatening to claim its biggest victim yet — the nation’s largest electric grid operator. ⚡ In an explosive speech, the FERC chair said it may have grown "too big to function." 🎁Gift link to our deep dive below 🎁 www.bloomberg.com/news/article...

AI Data Center Boom Risks Breakup of Biggest US Power Grid Operator

Soaring utility bills and sluggish bureaucracy are fueling calls to split up PJM Interconnection, which runs the grid in 13 states.

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Artificial intelligence data centers are on the verge of reaching their limits. That’s forcing a reckoning among hyperscalers, data center operators, chip makers and power equipment producers. As they scale up, they are having to reimagine how data centers are designed, built and powered. 🎁 link:

The Race to Rethink Data Centers for AI’s Power Surge

With energy demand already straining infrastructure, AI players are reimagining the data center from the ground up.

bloomberg.com

Friday afternoon scoop 👇 About $50 billion in wind investments and 150,000 jobs are imperiled by the Trump administration’s effective halt to approvals for new onshore projects, according to a trade group report reviewed by Bloomberg News. www.bloomberg.com/news/article...

Wind-Permit Stall Is Threatening $50 Billion in US Developments

About $50 billion in wind investments and 150,000 jobs are imperiled by the Trump administration’s effective halt to approvals for new onshore projects, a trade group said.

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Cameron Hamilton, Trump's new FEMA pick, has been on both sides of the question over whether the disaster agency should exist. With a rare second chance in Trump's admin, the question is whether the former NAVY seal will defend the agency or further weaken it: www.bloomberg.com/news/article...

Can Trump's New FEMA Pick Save the Beleaguered Disaster Agency?

Backers say Cameron Hamilton will bring direction to the agency, but critics question whether he has the experience for its top job.

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It's Tick Time again. 11 years ago I got bit by a tick outside Boston and got Lyme Disease and Anaplasmosis. Four ticks bit me, I plucked three off, but the last one was unseen until I developed that bulls-eye shaped rash. Nice.

The Three Mile Island nuclear plant is poised for a comeback, driven by AI’s massive energy needs -- worked on this one for a long time www.bloomberg.com/news/feature...

The AI Revival of the Three Mile Island Nuclear Plant

Microsoft’s vast power demands are bringing together two transformative—and risky—technologies.

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🚨🚨 JOB ALERT 🚨🚨 We're looking for a journalist to lead our talented team in the Americas covering metals and mining. More details in the link below: bloomberg.avature.net/careers/Publ...

Team Leader, Mining & Metals – Americas

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The story of Fermi is in some ways the story of the AI moment: Co-founded by a former Texas governor and a brash entrepreneur, Fermi offered companies racing to build data centers the two things they crave most: open land and an astonishing amount of power.

This much is clear: As climate change has made wildfires more frequent and destructive, the issue of who pays for their costs has come to a head. My story with @alexrajbhandari.bsky.social on the all-out offensive to rewrite who pays for wildfires: www.bloomberg.com/news/feature... 5/5

Besieged Berkshire Utility Tries to Rewrite Who Pays for Wildfires

Utility-ignited fires have become a thorny issue for Warren Buffett’s successor.

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The DoE’s biggest loan ever is a sign of how energy bills are shaping the midterms @opinion.bloomberg.com www.bloomberg.com/opinion/arti...

This $26.5 Billion Power Loan Is All About the Midterms

If you want to gauge the political temperature around utility bills and the datacenter boom, the Department of Energy just made its biggest loan in history to help keep a lid on utility bills in a dat...

bloomberg.com

Scoop: The Climate Prediction Center is being folded into other agencies overseen by the National Weather Service The change follows moves by the Trump administration to dismantle climate science programs By @weathersullivan.bsky.social & @laurenthal.bsky.social www.bloomberg.com/news/article...

US Climate Forecaster to Be Absorbed in Weather Agency Reshuffle

The US climate forecasting service will be absorbed into other federal departments as part of a re-organization announced to staff Thursday.

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A good-old-fashioned nor'easter "super bomb" is on the way for NYC, Boston, Long Island, New England: www.bloomberg.com/news/article...

‘Super Bomb’ Blizzard Aims Heavy Snow at New York, Northeast

A powerful winter storm that may turn into a “super bomb” threatens New York City and the Northeast with heavy, wet snow by the foot starting Sunday and tropical storm-strength wind gusts that are lik...

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"Don't be afraid to break some eggs," former Biden-era Energy Secretary Jennifer Granholm said to the next Democratic administration at the BloombergNEF Summit in SF: www.bloomberg.com/news/article...

What Democrats Can Learn From the Trump Energy Playbook

Democrats shouldn’t be afraid to take more aggressive actions on clean energy, former Energy Secretary Jennifer Granholm said.

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SCOOP: The US is awarding $2.7 billion to domestic to nuclear fuel makers as part of an effort to restart domestic production. #energysky www.bloomberg.com/news/article...

Nuclear Fuel Makers Get $2.7 Billion From US as AI Boosts Power Demand

The US is awarding $900 million each to Centrus Energy Corp. and two other nuclear fuel makers as part of an effort to restart domestic production and wean the US off of enriched Russian uranium.

bloomberg.com

Realizing President Donald Trump’s plan for a US-led revival of Venezuela’s beleaguered oil industry could be a years-long and challenging process costing upwards of $100 billion www.bloomberg.com/news/article...

Trump’s Venezuela Oil Revival Plan Is a $100 Billion Gamble

Realizing President Donald Trump’s plan for a US-led revival of Venezuela’s beleaguered oil industry could be a years-long and challenging process costing upwards of $100 billion.

bloomberg.com

Cajun Navy groups may raise a few million dollars in a good year, collectively. As President Trump weighs major changes to FEMA - like shutting it down - some leaders say they wouldn't be able to replace it. Or simply aren't interested. As one put it: "We don't want to end up sucking like them."

Lauren Rosenthal@laurenthal.bsky.social · 8mo ago

The Cajun Navy started after Katrina as volunteer boaters conducted rescues on the fly. Despite legal trouble, scandals and infighting, it's still going. And some leaders say they've been advising Trump officials on FEMA + the US disaster system. Gift link: www.bloomberg.com/news/feature...

A DHS spokesperson said workers who publicly signed the Katrina Declaration "were wrongly and without authorization reinstated by bureaucrats acting outside their authority." As one whistleblower lawyer put it: "I've never seen a retraction on a retraction like this." Story w/ @zhirji.bsky.social

Zahra Hirji@zhirji.bsky.social · 8mo ago

In a reversal from this morning, FEMA puts whistleblowers back on leave after reinstating them Gift link: www.bloomberg.com/news/article...

We're looking for a reporter to join our agriculture team, in Brazil! It's is a great opportunity for someone looking to chronicle the country's emergence as an agricultural-exporting superpower. Check out the link , or reach out direct: scasey4 at bloomberg,net bloomberg.avature.net/careers/Publ...

Agriculture Reporter - Brazil (Sao Paulo)

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PG&E, National Grid and other big utilities are using AI models to pick out relatively cheap, targeted fixes that cut the risk of sparking a deadly fire -- think individual poles to replace and trees to trim back. Story w/ @joewertz.bsky.social (gift link) www.bloomberg.com/news/article...

Massive Wildfire Liabilities Push Utilities to Use AI to Stop Blazes

Power companies are turning to tech firms that can spot fragile trees and map high-risk areas before fires start.

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Scoop: Tesla co-founder JB Straubel's battery recycling firm Redwood Materials laid off dozens of staff, as the company shifts its focus to energy storage and critical minerals. This comes a month after Redwood raised $350 million for an over $6 billion valuation. www.bloomberg.com/news/article...

Tesla Co-Founder Straubel’s Battery Startup Redwood Fires Dozens

Tesla Inc. co-founder JB Straubel’s battery recycling firm Redwood Materials Inc. cut dozens of jobs as the startup scales back some of its ambitious projects to refocus on tapping into demand for gri...

bloomberg.com

www.bloomberg.com/news/article... Almost 200 nations capped two weeks of fraught negotiations with an agreement on new efforts to help guide their transition away from the fossil fuels driving global warming. However, the accord dodged an explicit mention of the oil, gas and coal (🎁link)

COP30 Climate Summit Reaches Deal That Leaves Many Nations Unhappy

Almost 200 nations gathered in Brazil for the United Nations’ annual climate summit capped two weeks of fraught negotiations with an agreement Saturday on new efforts to help guide their transition aw...

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NEWS - Trump and Mamdani agree that NY utility ConEd needs to lower utility bills. 🎁 Link: www.bloomberg.com/news/article...

Trump Calls on New York’s Con Ed to Cut Rates in Meeting With Mamdani

President Donald Trump said he talked about the need for New York utility Consolidated Edison Inc. to lower rates during a meeting with New York Mayor-elect Zohran Mamdani at the White House.

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Constellation’s $1B DoE loan is a bad look for nuclear power @opinion.bloomberg.com www.bloomberg.com/opinion/arti...

This $1 Billion Nuclear Loan Is a Bad Look for Nuclear

America’s biggest nuclear power company just scored an unequivocal home-run. The implications for America’s vaunted nuclear power renaissance are a little more equivocal.

bloomberg.com

Scoop: Turkey is set to host the flagship United Nations climate change conference next year, beating a rival proposal from Australia. Via @johnainger.bsky.social, Jen Dlouhy, @bykeirawright.bsky.social (🎁link): www.bloomberg.com/news/article...)

Turkey Beats Australia in Race to Host UN Climate Talks in 2026

Turkey is set to host the flagship United Nations climate change conference next year, beating a rival proposal from Australia following a protracted contest between the two countries.

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