Matthew Zeitlin

2 weeks ago | heatmap.news | Matthew Zeitlin

When Donald Trump unveiled his now-infamous chart of “reciprocal” tariffs, most of the stock market shuddered — but there were a few exceptions,including the American solar manufacturer First Solar. While the market in the days following “Liberation Day” was on a hunt and destroy mission for stocks of renewables companies known to be heavily exposed to Asia or independent power producers, First Solar stayed roughly flat. It's not flat anymore.

2 weeks ago | heatmap.news | Matthew Zeitlin

Spain and Portugal are still recovering from Monday’s region-wide blackout. The cause remains unknown, but already a debate has broken out over whether grids like Spain’s, which has a well-above-average proportion of renewables, are more at risk of large-scale disruptions. At the time of the blackout, Spain’s grid had little “inertia,” which renewables opponents have seized on as a reason to blame carbon-free electricity for the breakdown.

2 weeks ago | heatmap.news | Matthew Zeitlin

Indiana has power. Indiana has transmission. Indiana has a business-friendly Republican government. Indiana is close to Chicago but — crucially — not in Illinois. All of this has led to a huge surge of data center development in the “Crossroads of America.” It has also lead to an upswell of local opposition.

2 weeks ago | heatmap.news | Matthew Zeitlin

That China has a whip hand over the rare earths mining and refining industry is one of the few things Washington can agree on. That’s why Alex Jacquez, who worked on industrial policy for Joe Biden’s National Economic Council, found it “astounding”when he read in the Washington Post this week that the White House was trying to figure out on the fly what to do about China restricting exports of rare earth metals in response to President Trump’s massive tariffs on the country’s imports.

3 weeks ago | heatmap.news | Matthew Zeitlin

America’s oil and gas industry is beginning to pull back on investments in the face of tariffs and immense oil price instability — or at least one oil and gas company is. While oil and gas executives have been grousing about low prices and inconsistent policy to any reporter (or Federal Reserve Bank) who will listen, there’s been little actual data about how the industry is thinking about what investments to make or not make.