Matt Zeitlin
@zeitlin.bsky.social
The Northeast's cap and trade regime has to adjust to the new era of affordability. Josh Shapiro left and New Jersey is using the money to freeze utility bills. heatmap.news/energy/regio...
Why the Northeast’s Cap and Trade Market Is Suddenly Controversial
Pennsylvania is out, Virginia wants in, and New Jersey is treating it like a piggybank.
heatmap.news
January 29, 2026 at 11:32 PM
The Northeast's cap and trade regime has to adjust to the new era of affordability. Josh Shapiro left and New Jersey is using the money to freeze utility bills. heatmap.news/energy/regio...
Utility rate increase requests doubled in 2025 compared to 2024 heatmap.news/sparks/power...
Utilities Asked for a Lot More Money From Ratepayers Last Year
A new PowerLines report puts the total requested increases at $31 billion — more than double the number from 2024.
heatmap.news
January 29, 2026 at 2:58 PM
Utility rate increase requests doubled in 2025 compared to 2024 heatmap.news/sparks/power...
Reposted by Matt Zeitlin
Michigan's new fossil fuel lawsuit is fascinating. The state is alleging antitrust violations, arguing that Big Oil colluded to stifle competition. I spoke to experts about the case and the challenge of proving conspiracy vs. independent responses to market pressures. heatmap.news/climate/mich...
Why Michigan’s Big Oil Lawsuit Is Not Like the Others
Fossil fuel companies colluded to stifle competition from clean energy, the state argues.
heatmap.news
January 28, 2026 at 8:02 PM
Michigan's new fossil fuel lawsuit is fascinating. The state is alleging antitrust violations, arguing that Big Oil colluded to stifle competition. I spoke to experts about the case and the challenge of proving conspiracy vs. independent responses to market pressures. heatmap.news/climate/mich...
there's a fan populism that finds the idea that teams can be cash generating, profitable enterprises fundamentally offensive, instead they should be trophies for billionaire owners and somehow appreciate in equity value but never genrate cash (i guess european soccer is like this?)
January 27, 2026 at 4:11 PM
there's a fan populism that finds the idea that teams can be cash generating, profitable enterprises fundamentally offensive, instead they should be trophies for billionaire owners and somehow appreciate in equity value but never genrate cash (i guess european soccer is like this?)
the grid by and large survived the storm — what issues we had were poles and wires, not load shedding — but now the grid has to face a week of very low temperatures, which means persistent high demand heatmap.news/energy/winte...
The Grid Survived The Storm. Now Comes The Cold.
With historic lows projected for the next two weeks — and more snow potentially on the way — the big strain may be yet to come.
heatmap.news
January 26, 2026 at 10:40 PM
the grid by and large survived the storm — what issues we had were poles and wires, not load shedding — but now the grid has to face a week of very low temperatures, which means persistent high demand heatmap.news/energy/winte...
Severin Borestein has spoken:
"if you took California out of the average...the average price in the rest of the country was actually lower in 2024 than in 2014, after adjusting for inflation."
energyathaas.wordpress.com/2026/01/26/l...
"if you took California out of the average...the average price in the rest of the country was actually lower in 2024 than in 2014, after adjusting for inflation."
energyathaas.wordpress.com/2026/01/26/l...
January 26, 2026 at 10:26 PM
Severin Borestein has spoken:
"if you took California out of the average...the average price in the rest of the country was actually lower in 2024 than in 2014, after adjusting for inflation."
energyathaas.wordpress.com/2026/01/26/l...
"if you took California out of the average...the average price in the rest of the country was actually lower in 2024 than in 2014, after adjusting for inflation."
energyathaas.wordpress.com/2026/01/26/l...
messing around with the grid status api on claude code.
January 25, 2026 at 10:18 PM
messing around with the grid status api on claude code.
Mikie Sherrill's day one executive orders on electricity had something for everyone: rate freezes, tough talk for utilities and pjm, more procurement of solar and storage, looking at nuclear development and permitting reform heatmap.news/sparks/new-j...
New Jersey’s New Governor Froze Electricity Prices During Her First Speech
Mikie Sherrill used her inaugural address to sign two executive orders on energy.
heatmap.news
January 20, 2026 at 7:13 PM
Mikie Sherrill's day one executive orders on electricity had something for everyone: rate freezes, tough talk for utilities and pjm, more procurement of solar and storage, looking at nuclear development and permitting reform heatmap.news/sparks/new-j...
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