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Matt Zeitlin

@zeitlin.bsky.social
14K followers 362 following 486 posts
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Matt Zeitlin @zeitlin.bsky.social · 22/09/2026
Utilities are due to spend over a trillion dollars over the next few years, they're the gatekeepers to AI...and maybe have never been weaker politically, which could be why a permitting deal finally comes together... heatmap.news/daily/exelon...
heatmap.news
What’s a Utility to Do When Everyone Is Mad at Them?
A letter from Day 2 of New York Climate Week.
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Matt Zeitlin @zeitlin.bsky.social · 17/09/2026
i've heard this described as "90% of charities should be more effective altruist than they are right now"
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jae holzman @jael.bsky.social · 17/09/2026
Scoop: The Trump administration is flouting a court order ruling their de facto freeze on wind farm height approvals was illegal, the lead plaintiff in the case told @heatmap.news, after an update to court laid out no new approvals since the edict
heatmap.news
Trump Keeps Wind Farms Waiting Despite Court Ruling
The administration told a federal court that it has a “new analytical methodology,” hence the continued delays.
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Matt Zeitlin @zeitlin.bsky.social · 16/09/2026
nvidia, google, and datacenter startup emerald ai are teaming up (with anthropic!) to advocate for flexible load, setting up structures to allow data centers to shut off at times of high demand to reduce strain on the grid. if they can't make it work, can anyone? heatmap.news/energy/ai-en...
heatmap.news
AI Heavyweights Team Up to Promote Demand Flexibility
Google, Nvidia, and Emerald AI are founding members.
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Matt Zeitlin @zeitlin.bsky.social · 11/09/2026
Expensive diesel means more expensive heating oil, this is a really big deal in New England where you have may have heard of some congressional and senate races heatmap.news/energy/new-e...
heatmap.news
New Englanders Will Pay Through the Nose to Stay Warm This Winter
Even the hardiest are shivering at the price of heating oil.
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Matt Zeitlin @zeitlin.bsky.social · 01/09/2026
Higher rates are bad for renewables which have lots of upfront costs that need to be financed and higher input costs don't help either (materials, skilled labor, etc), except for one input...electricity heatmap.news/economy/bond...
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Matt Zeitlin @zeitlin.bsky.social · 28/08/2026
It's a really good time to be refining oil in the United States — and it will only get better (for you, not for drivers or farmers or New Englanders) if another refinery goes down for maintenance or a hurricane heatmap.news/energy/oil-r...
heatmap.news
America’s Oil Refineries Are Going All Out
With wars going on in Ukraine and the Middle East, margins for fuel producers have gotten “insane.”
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Matt Zeitlin @zeitlin.bsky.social · 26/08/2026
It's very very hot in Texas. But the grid is fine. Electricity prices are manageable. What happened? 🔋🔋🔋🔋BATTERIES!!! 🔋🔋🔋 heatmap.news/energy/texas...
heatmap.news
The Texas Grid Has Had a Boring Summer Thanks to Batteries
Temperatures are high, but electricity drama is low.
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Matt Zeitlin @zeitlin.bsky.social · 19/08/2026
This is not a good time for diesel prices to be spiking, driving season may be ending, but the harvest is beginning and then we're into heating season in the northeast heatmap.news/energy/diese...
heatmap.news
Now Is the Worst Time for Diesel to Get Expensive
Agricultural equipment largely runs on diesel, and with the harvest season coming up, that spells bad news for farmers.
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David Dayen @ddayen.bsky.social · 19/08/2026
Before feeding the #FLSen primary into the maw of factionalism, maybe look at the map. Nixon won Duval County 80-20! Most of the heavily Black counties of the pandhandle she took by 70% or more. This is about pure, unadulterated post-Callais anger; Nixon was a face of the gerrymandering resistance.
Nixon-Vindman map 2026 Florida Senate primary
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Jake Anbinder @jakeanbinder.bsky.social · 18/08/2026
plus ça change (1983)
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Matt Zeitlin @zeitlin.bsky.social · 13/08/2026
How do you sell a cap-and-trade program — which literally makes some electricity more expensive — at a time of rising electricity rates? Give some of the money back to ratepayers! heatmap.news/energy/rggi-...
heatmap.news
A New Era of Electricity Inflation Has Transformed the Northeast’s Carbon Market
As costs rise, more proceeds from the Regional Greenhouse Gas Initiative are going to direct bill relief.
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Matt Zeitlin @zeitlin.bsky.social · 11/08/2026
governors are getting blame for electricity prices anyway so they're getting involved in utility ratemaking heatmap.news/politics/spa...
heatmap.news
Governors Are Ratepayer Advocates Now
As electricity prices rise, the stakes for the leaders of states like Virginia, Pennsylvania, and Indiana are only getting higher.
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Matt Zeitlin @zeitlin.bsky.social · 10/08/2026
Governors are ratepayer advocates now heatmap.news/politics/spa...
heatmap.news
Governors Are Ratepayer Advocates Now
As electricity prices rise, the stakes for the leaders of states like Virginia, Pennsylvania, and Indiana are only getting higher.
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jae holzman @jael.bsky.social · 03/08/2026
ICYMI heatmap journalism seems to have stopped a data center and gas fired power plant
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Matt Zeitlin @zeitlin.bsky.social · 03/08/2026
big @jael.bsky.social scoop: developer clearway isn't going forward with its data center and gas plant proposal (that had already been swapped out for an existing solar proposal) heatmap.news/sparks/clear...
heatmap.news
Scoop: Clearway Cancels Plan to Swap Solar Farm for Data Center and Gas Plant
The energy developer is backing off after a Heatmap report.
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Matt Zeitlin @zeitlin.bsky.social · 31/07/2026
oil companies posted huge profits this past quarter, does this means investors are excited about the oil business? is oil "back"? well....yes and no heatmap.news/energy/chevr...
heatmap.news
3 Takeaways from a Blowout Quarter for Oil Companies
Oil demand is actually falling — for now.
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jae holzman @jael.bsky.social · 27/07/2026
Big scoop: The solar permitting freeze is so bad a renewables developer — Clearway — asked Trump if they can swap an unpermitted solar farm in Nevada for a data center and gas power plant instead. My latest for @heatmap.news
heatmap.news
Scoop: Clearway Asks Trump to Swap Solar Farm for Data Center and Gas Plant
The large renewables developer changes tack “in response to federal energy objectives.”
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Luke Kawa @ljkawa.bsky.social · 27/07/2026
An extremely well-deserved victory lap from Bishop: The “index crossed into TACO territory on Wednesday and shot through its three key precedents on Thursday,” with pivot said to begin “after President Trump’s ‘mindset started to change on Thursday evening’”
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Robinson Meyer @robinsonmeyer.bsky.social · 17/07/2026
In recent years, only one US electricity market has consistently added new generation while keeping costs low. It’s also added more new power plants (and solar!) than anyone else. A new bill from @heinrich.senate.gov would require other grids to adopt its approach: heatmap.news/daily/heinri...
heatmap.news
Scoop: A Key Democrat Wants to Break America’s Worst Energy Bottleneck
Senator Martin Heinrich’s bill, which makes it easier to connect new power plants to the grid, is an encouraging sign for bipartisan permitting reform.
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Nolan Hicks @ndhapple.bsky.social · 17/07/2026
Two never built plans for rapid transit to Staten Island
Midtown PATH extended to Bayonne and then over to St GeorgeA study proposal response (unclear if completed) for a SI to FiDi tunnel in 1969
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Matt Zeitlin @zeitlin.bsky.social · 16/07/2026
if you read between the lines of the hochul data center moratorium, she's implemented something less strict than what the legislature wanted and could, in a year, lead to a win-win with data center and renewable developers...maybe heatmap.news/politics/hoc...
heatmap.news
New York Governor Kathy Hochul Is Walking a Narrow Lane on Data Centers
Can she appease AI skeptics, economic development advocates, and renewables boosters?
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Matt Zeitlin @zeitlin.bsky.social · 15/07/2026
is hochul bowing to leftists in the state legislature or aligning stakeholders behind her own vision of (especially upstate) economic development....YES! heatmap.news/politics/hoc...
heatmap.news
New York Governor Kathy Hochul Is Walking a Narrow Lane on Data Centers
Can she appease AI skeptics, economic development advocates, and renewables boosters?
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Matt Zeitlin @zeitlin.bsky.social · 14/07/2026
all energy generation is getting more expensive in LCOE terms and it's even hitting gas....in part because demand is so high heatmap.news/energy/lazar...
heatmap.news
Solar Is Still Pretty Cheap — But Everyone Wants Natural Gas
Five takeaways from the latest Lazard Levelized Cost of Energy report.
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Matt Zeitlin @zeitlin.bsky.social · 13/07/2026
if new york wants to meaningfully decarbonize by 2030, it's not going to be through more mega generation or transmission projects, it's going to be through efficiency and local generation — maybe one day homeowners will be able to install batteries! heatmap.news/energy/new-y...
heatmap.news
New York City’s Climate Progress Has Hit a Wall
The July 4 heat wave showed just how far the metropolis has to go to reach its decarbonization goals.
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Matt Zeitlin @zeitlin.bsky.social · 10/07/2026
New York is still using its peaker fleet on hot days, it only has one new big clean energy project coming online relatively soon, its Quebec transmission line keeps on shutting down, and it's impossible to install a residential battery heatmap.news/energy/new-y...
heatmap.news
New York City’s Climate Progress Has Hit a Wall
The July 4 heat wave showed just how far the metropolis has to go to reach its decarbonization goals.
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Matt Zeitlin @zeitlin.bsky.social · 01/07/2026
Two years ago governor Phil Murphy was telling data center developers New Jersey was open for business — and tax credits ! — two years and $250 million for CoreWeave later, New Jersey lawmakers are scrapping the credit heatmap.news/politics/new...
heatmap.news
New Jersey Lawmakers Just Nixed a 2-Year-Old Data Center Tax Credit
The bill is part of a package now sitting on Governor Mikie Sherrill’s desk.
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Matt Zeitlin @zeitlin.bsky.social · 30/06/2026
Indiana has it all when it comes to energy policy: a data center boom, local backlash, utility price hikes, and a republican governor getting mad at the utility and the regulators heatmap.news/politics/mik...
heatmap.news
Indiana’s Governor Is on the Energy Warpath
Republican Mike Braun loves data centers but hates electricity price increases.
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Matt Zeitlin @zeitlin.bsky.social · 29/06/2026
heatmap.news/politics/sup...
heatmap.news
FERC Was Already Losing Its Independence. Now It’s Gone.
Monday’s Supreme Court decision will give Trump sweeping powers over the agency he already effectively controls.
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Matt Zeitlin @zeitlin.bsky.social · 29/06/2026
real stancilheads have always known that he is first and foremost an urban studies guy
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Matt Zeitlin @zeitlin.bsky.social · 24/06/2026
Data center moratoria are moving closer and closer to the center of the Democratic party. AOC, Bernie, the New York state legislature and now the ranking member on the energy and commerce committee heatmap.news/politics/pal...
heatmap.news
Key House Democrat Calls for a National Data Center Moratorium
New Jersey’s Frank Pallone, ranking member on the House Energy and Commerce Committee, says “this simply cannot continue.”
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David Savage @dtsavage.bsky.social · 24/06/2026
static.klipy.com
Shaggy - It Wasn't Me
ALT: Shaggy - It Wasn't Me
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Matt Zeitlin @zeitlin.bsky.social · 23/06/2026
Big tech comapnies are at least open — if not outright supportive — of bills and pledges that could put them on the hook for billions of dollars of costs. Why? heatmap.news/politics/rat...
heatmap.news
Will the Ratepayer Protection Act Protect Ratepayers or Big Tech?
Hyperscalers might be paying billions to avoid blame for rising electricity prices.
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Matt Zeitlin @zeitlin.bsky.social · 18/06/2026
FERC basically told electricity markets "you've been reading all the same interconnection reform proposals we have, so you have two months to show you're actually doing them" heatmap.news/energy/ferc-...
heatmap.news
FERC Has a New Plan for Data Centers
But there’s still plenty of room for regional grid operators to set their own rules.
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Matt Zeitlin @zeitlin.bsky.social · 17/06/2026
great story by @emilypont.bsky.social about anthropic finally getting involved in the climate discussion while also likely having a very carbon intensive energy footprint heatmap.news/climate/anth...
heatmap.news
Anthropic Is Buying Carbon Removal — But Not Clean Power
That may be not be the case for long, though, as the AI company poaches energy talent from Google, Meta, the DOE, and others.
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Matt Zeitlin @zeitlin.bsky.social · 16/06/2026
stove fight! heatmap.news/climate-tech...
heatmap.news
America’s Most Hyped Induction Stove Startups Are Suing Each Other
Copper and Impulse Labs have taken their patent fight to court.
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Heatmap News @heatmap.news · 15/06/2026
Trump said “Let the oil flow!” But that’s easier said than done. Here’s @zeitlin.bsky.social on what has to happen before the energy market returns to normal: heatmap.news/energy/strai...
heatmap.news
It’ll Be a Long Time Before the Strait of Hormuz Returns to Normal
And it’ll take energy markets even longer.
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Matt Zeitlin @zeitlin.bsky.social · 12/06/2026
SpaceX is going to start trading in like half an hour, so you might be wondering...what's it like to work for Elon Musk? heatmap.news/climate-tech...
heatmap.news
These 8 Executives Told Us What It’s Like Working for Elon Musk
As SPCX hits the Nasdaq, here’s some more from our Musk Mafia survey.
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Gernot Wagner @gwagner.com · 12/06/2026
The perfect obit headline for this particular climate denier, who knew better but preferred to live a lie heatmap.news/daily/lee-raymond
Lee Raymond, 311 ppm – 421 ppm
The former ExxonMobil CEO left his legacy both on the Earth and in the sky.
Robinson Meyer
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June 11, 2026
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Heatmap News @heatmap.news · 11/06/2026
Everywhere you look in climate tech there’s a former Tesla or SpaceX doing something cool. @zeitlin.bsky.social and @emilypont.bsky.social surveyed the Musk Mafia for their takes on how the experience shaped them and what it was like working for Elon: heatmap.news/climate-tech...
heatmap.news
Elon Musk’s Climate Tech Mafia
SpaceX and Tesla have produced executives and founders across the clean energy world. Here’s what they had to say about working for their former boss.
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Nathaniel William Horadam @horadam.bsky.social · 11/06/2026
Peter Hubbard’s dark horse election to Georgia’s PSC last year is one of those things folks may never fully appreciate. He’ll be a hugely important energy leader in the Southeast moving forward. Great to see @robinsonmeyer.bsky.social sit down with him here. 🔌💡 podcasts.apple.com/us/podcast/s...
podcasts.apple.com
The Other, Other Big Race in Georgia This Year
Podcast Episode · Shift Key with Robinson Meyer · June 11 · 37m
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Matt Zeitlin @zeitlin.bsky.social · 11/06/2026
enriched uranium, recycled uranium, power electronics, fusion power, electric boats. the founders and executives working on this stuff all worked at tesla and...spacex (?). we talked to a dozen of them about what they learned in the elonverse heatmap.news/climate-tech...
heatmap.news
Elon Musk’s Climate Tech Mafia
SpaceX and Tesla have produced executives and founders across the clean energy world. Here’s what they had to say about working for their former boss.
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matt @mferench.bsky.social · 26/05/2026
these were the first two posts i got the last time i opened threads
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Stephen Jacob Smith @stephenjacobsmith.com · 26/05/2026
Looks like Eric Adams really delivered on housing production with City of Yes newyorkyimby.com/2026/05/new-...
newyorkyimby.com
New York YIMBY’s 2026 First-Quarter Construction Report Tallies a Dramatic Increase in Development - New York YIMBY
YIMBY has revealed its report on construction permit filing activity for the first quarter of 2026 across the five boroughs.
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Matt Zeitlin @zeitlin.bsky.social · 21/05/2026
is the economy overheating?
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Matt Zeitlin @zeitlin.bsky.social · 20/05/2026
Geothermal Is Hot. It's Bipartisan. It Has a Mountain West Consortium. heatmap.news/energy/mount...
heatmap.news
Exclusive: Western States Form New Bipartisan Geothermal Consortium
The effort brings together leaders of four Western states with nonprofit policy expertise to help speed financing and permitting for development.
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John Bistline @bistline.bsky.social · 19/05/2026
Does new transmission actually move the needle on clean energy? Here's a month of California data before and after SunZia came online. Wind is up by a third, and gas down by a third. Judge for yourself.
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Matt Zeitlin @zeitlin.bsky.social · 18/05/2026
NextEra builds a lot of battery storage. Dominion (and PJM more broadly) NEEDS a alot of battery storage well well well! heatmap.news/energy/nexte...
heatmap.news
The NextEra-Dominion Merger Would Create a Storage Juggernaut
And just in the nick of time.
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