Generation, storage and grid capacity.
Electricity is the binding constraint for computing, transport and industry. Innovation is concentrated in firm low-carbon generation, long-duration storage and faster grid interconnection.
Fervo Energy is producing clean power at Cape Station in Utah — a big milestone, though the industry still must tackle high costs and other barriers.
Source: Canary Media · Read the original
As the US grid strains to meet rising demand, 31 projects across 26 states get federal funds for high-tech cables, sensors and controls.
Source: Canary Media · Read the original
The Amazon-backed firm is aiming to build up to 144 of its Xe-100 reactors as the US government seeks to revitalize the industry.
Source: Canary Media · Read the original
Nuclear reactors in the roughly 50–300 MW range, built from factory-produced modules rather than assembled entirely on site.
Generating power by fusing light atomic nuclei, the same process that powers stars, rather than splitting heavy ones.
Storage that discharges for ten hours or more — iron-air, flow batteries, thermal and mechanical systems — as opposed to the four-hour lithium standard.
MIT spin-out building compact tokamak fusion power plants.
Devens, Massachusetts, United States · Founded 2018
Developer of the Xe-100 high-temperature gas-cooled small reactor.
Rockville, Maryland, United States · Founded 2009
Next-generation geothermal using horizontal drilling.
Houston, United States · Founded 2017
Iron-air batteries for multi-day energy storage.
Somerville, Massachusetts, United States · Founded 2017
AI capacity planning has become an electricity problem. Interconnection queues, transformer lead times and cooling water now determine build schedules more than chip supply does.
SignalBuyers with round-the-clock load are paying for generation they can schedule. That is pulling capital toward nuclear, geothermal and multi-day storage rather than additional intermittent capacity.
Huburb Daily
Five developments that matter, why each one matters, plus a company and technology worth watching.