Job titles of the future: Nature’s drug designer

In 2018, after nearly two decades working in Big Pharma, chemist Tim Cernak was ready to put his skills to a new use. 

For Merck, he’d developed precision therapies for cancer, HIV, and diabetes that could target disease while minimizing harm to healthy cells. But as a lifelong nature lover, he was increasingly concerned about the health of ecosystems and wondered whether his expertise could transfer. Animals, he learned, are often treated with pharmaceuticals formulated for humans, which affect them like old-school cancer drugs: Though intended to kill abnormal cells, they’re indiscriminate in the harm they cause. For instance, the standard of care for frogs infected with a deadly skin infection is itraconazole, an antifungal that is often lethal for the amphibian.

Cernak imagines a world where “the patient was always meant to be a frog in the first place, from the beginning to the end.” Now an associate professor at the University of Michigan, he’s worked on all types of creatures, from a Gila monster with a parasite to bald eagles with avian flu. Here’s what it takes to treat nature’s patients.

Experience with protein-modeling software 

Developing any type of drug is extremely expensive, failure-prone, and slow-going. But AI can speed up the entire drug-­design workflow, says Cernak. Google DeepMind’s AlphaFold model allows him to visualize a mutant protein’s three-­dimensional structure on a screen—rather than growing it on a plate, the traditional methodology—and then quickly generate possible new drugs that would latch onto that structure. The next step is to run a series of reactions and see which potential drugs may be effective; with the help of robots in the lab, he can speed through as many as 1,500 per day. 

Curiosity about creatures of all sizes

Cernak isn’t selective with his patients. For example, he worked on a treatment for loggerhead sea turtles after he was shocked to learn that the iconic species suffered from contagious tumors. He feels especially drawn to creatures that have helped humans, like the Gila monster, whose hormones have informed popular weight-loss drugs like Ozempic. And it’s not just animals; he’s also developing a precision insecticide to treat hemlock trees under attack from invasive species. 

A pioneering spirit

Cernak refers to this new discipline as “conservation chemistry.” It’s a combination of words with a loaded history, from DDT decimating US bald eagle populations in the 1960s, to cow painkillers killing millions of Indian vultures in the ’90s. He recognizes the risks, but Cernak feels that excluding chemists from conservation is a missed opportunity. 

“I’m just sick of looking at the chemical tools that are used in the conservation space, and they’re not cutting-edge,” he says. “It’s like, how do you have this super high-tech engine over here for making human medicines, while we’re living through a mass extinction?” 

Anna Gibbs is a journalist who covers the intersection between science and society.

Why China is betting on big nuclear reactors

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  • China is catching the West on nuclear: China has nearly doubled its nuclear fleet since 2016 and is on track to surpass both the US and EU in nuclear capacity by 2030.
  • The secret is standardization: China builds reactors in batches of six or more using a uniform design and licensing system—essentially applying the factory-efficiency logic that small reactor advocates champion, but at massive scale.
  • Small reactors are exciting, but still unproven: A California startup just hit a key milestone in a US government pilot program, but its test reactor can’t yet produce electricity.

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It’s a tale of two nuclear industries.

In China, large reactors are coming together at a stunning pace. The country has nearly doubled its nuclear fleet since 2016, reaching nearly 60 gigawatts of total power capacity. The new facilities are nearly all gigawatt-scale pressurized-water reactors.

Meanwhile, the US has built just two reactors in that time—Unit 3 and Unit 4 at Plant Vogtle in Georgia. Smaller reactors are attracting a lot of excitement and investment, though. A microreactor developer just saw its reactor reach criticality in a new Department of Energy pilot program.

The world is racing to meet rising electricity demand, and many countries are interested in energy sources, like nuclear power, that don’t come with greenhouse-gas emissions. The key question: Which of these strategies will really pay off in terms of getting electrons on the grid quickly?  

Today, the US and France are known as leaders in the nuclear industry. The US has the world’s largest fleet, with France coming in second. France is heavily dependent on nuclear for its grid—about two-thirds of the country’s power comes from nuclear reactors.

But they have hardly added any new reactors to their fleets in recent years. The US can point only to Vogtle, and France connected its latest reactor to the grid in December 2024—the first in over 20 years. 

It’s incredibly difficult to build the massive projects that dominate the nuclear industry today. Up-front investment can run well into the billions, so investors need to wait decades to break even. Designs are complex and can often change during the regulatory process, tacking on cost and time. 

Many are hoping that the key to turning things around in these countries could be smaller reactors.

The idea is that shrinking the footprint of a reactor cuts down the initial investment needed to prove out the new technology. The reactors could even be put together in a factory rather than being built on-site, allowing for a lower price over time.

These smaller reactors are the target of tons of interest and investment in the US, including a new Department of Energy pilot program. The department set a goal last year of having three test reactors reach criticality by July 4, 2026, the nation’s 250th anniversary. (Criticality is the point at which a reactor achieves a self-sustaining chain reaction that can release energy.)

Last week, California-based Antares hit the milestone with its Mark-0 reactor. 

The company plans to eventually build microreactors, designed to produce between 100 kilowatts and 1 megawatt of electricity (large reactors on the grid today are at least 1,000 times that size). The core design is a sodium-cooled reactor, and it uses TRISO fuel, self-contained graphite-coated spheres of a more concentrated fuel than what most reactors use today. 

But there is still a long way to go before it can actually produce power—the Mark-0 doesn’t have any power conversion or heat removal systems. The company plans to produce electricity in late 2027 and deploy in the field by 2028, CEO Jordan Bramble told the Associated Press.

The private sector is interested—and invested—too. Big Tech companies are throwing money at new reactors they hope can help power data centers. 

But look to the other side of the globe, and others are sticking with the established blueprint: China is absolutely churning out large nuclear reactors. Construction started on six new reactors there in 2025, and two more got underway in the first five months of 2026. The country is on course to overtake both the US and the European Union in installed nuclear capacity by 2030.

The speed here is staggering. As of 2024, the average time to build a new reactor in China came in at between five and seven years. The global average is about nine years, and the two most recent reactors in the US took about 15 years.

One key to this speed is standardization: China has set up a uniform project management system to design, license, and build new reactors. They’re built in batches of six or more to take advantage of economies of scale.

It’s one of the ideas meant to give the edge to smaller reactors, but China is working to realize the same benefits for larger projects. A huge amount of government investment is certainly helping.

Larger reactors generally provide more electricity to the grid for a lower price, a key consideration in view of China’s steeply increasing electricity demand. While smaller reactors require less up-front investment than larger ones because of their size, they’ll actually be more expensive per unit of electricity produced. 

That’s not to say China is exclusively focused on big reactors: the country is also expected to see its first operational small modular reactor, the Linglong-1, start sending power to the grid this year.

But looking ahead, it’ll be interesting to see if smaller reactors can help the West keep building new nuclear power. At the moment, with China’s quick progress, it’s looking as if bigger might just be better. 

This article is from The Spark, MIT Technology Review’s weekly climate newsletter. To receive it in your inbox every Wednesday, sign up here

How virtual power plants could provide energy for data centers

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  • Google’s novel grid deal: Google is financing a 100 megawatt virtual power plant through Voltus that will pay homes and businesses to dial back electricity use, freeing up capacity for its data centers on the US East Coast’s PJM grid.
  • The flexibility problem: Data centers could theoretically come online without new power plants if they agreed to reduce demand during peak hours roughly 40 times a year—but there are questions about whether tech companies will actually do that, as downtime could mean giving up revenue.
  • People may not play along: A recent California study found that even at $40 a month, fewer than 5% of EV owners agreed to let utilities manage their charging—a cautionary sign for demand response programs that depend on widespread public participation.

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Would you take a payment to ramp down your electricity use? Would it change anything if you were doing so to help power a local data center?

Google just signed a new deal to help pay for a virtual power plant (VPP) in the largest power grid in the US. The agreement is with Voltus, a leading VPP and distributed energy resources platform.

Voltus will set up the virtual power plant, grouping together devices like electric vehicles and smart thermostats. It’ll pay customers to participate, and the company will dial back power or use the stored energy during times when the grid is stressed. Google will foot the bill for setting it up, and the extra capacity generated by the project will help run its data centers in the region.

This is one of the most concrete examples so far of a tech giant using a VPP to help meet energy demand for data centers. But there are still some lingering questions about just how far this sort of program can go, and what the limits are.

Last year, it felt as if everyone was talking about data center flexibility. A high-profile study from Duke University found that if data centers agreed to decrease their energy demand for roughly 40 hours per year, a whole bunch of them (about 100 gigawatts’ worth) could come online without making new power plants or transmission equipment necessary.

The underlying reason is that our power grid is designed not for our average energy use, but for the absolute maximum: the brutally hot July evening when everyone is blasting their air conditioners, watching Love Island, and microwaving popcorn. If a data center is willing to refrain from pulling so much power during those high-stress times, the grid can happily support it the rest of the year.

One lingering question here is about incentives: How would you get data centers to agree to this? After all, they might not have a very flexible load, especially now that AI use is more widespread—training a model can easily be delayed or shifted, but customer demand is more immediate. Giving up computing capacity could mean losing revenue.

Regulation is one approach that could work here. One proposal in the US would allow new data centers to come online years sooner if they agree to lower demand when the grid is nearing its max.  And a new Texas law requires large users to switch to backup power or curtail their demand in emergency situations.

Another approach is for data center operators to pay for other people to be flexible.

Voltus announced a new program in September that allows data centers to finance flexibility on their local grid. The company calls it “Bring your own capacity.” Google is now the first named customer taking advantage of this program.

In the new agreement, Voltus will pay people who agree to participate in the virtual power plant. The plant will be part of PJM, the grid that covers much of the US East Coast. The company says it will be able to aggregate up to 100 megawatts of distributed energy resources each year. The plant should be operational in 2027, according to Voltus.

This isn’t Google’s first foray into flexibility; the company has agreements with utilities across the US to limit or shift its own energy demand, which can help free up grid capacity. As the company pointed out in a blog post earlier this year, though, there are limits on how flexible a data center can be, and not every facility will be able to ramp down its power demand.

“There is no one solution for expanding grid capacity and we’re continuing to explore all options, including the many avenues for load flexibility,” said Michael Terrell, Google’s global head of advanced energy, in an emailed statement in response to written questions.

Once again, I’m wondering about incentives here. These companies are asking homes and businesses to be flexible. Will they agree?

A recent study in California looked at local people’s willingness to participate in managed electric-vehicle charging. Essentially, the program pays people to give up control of when they charge their EVs. This is another way to help smooth out electricity demand and ease the burden on the grid.

The problem? Not many people signed up. With no economic incentive, only 1% of EV owners enrolled in managed charging. At $40 per month (about 15% of their power bill), only 4.6% did.

This is a different situation and a different region from the one in which Google is working with Voltus. (It’s worth noting that the companies aren’t sharing how much they plan to pay the participants, which will obviously be a big determinant in participation for this kind of project.) 

But this study shows that even with money on the table, people may not always jump at the chance to cede control of their electricity demand. And it certainly feels relevant that about 70% of Americans oppose AI data centers in their area, according to recent Gallup polling

Being flexible sounds like a great idea in theory, and these financed VPPs could provide an immediate route to meeting energy demand. But as we move from idea to implementation, it’ll be interesting to see whether trial runs work as intended.  

This article is from The Spark, MIT Technology Review’s weekly climate newsletter. To receive it in your inbox every Wednesday, sign up here

Climate tech companies are going public. What’s next?

This year, there’s been a wave of notable energy companies going public via IPO in the US.

The solar and battery company Solv Energy went public in February, to the tune of $6 billion. X-energy, which is building small modular nuclear reactors, did the same in April, and its stocks surged on its first day of trading to hit a $11.5 billion market cap. Most recently, the geothermal company Fervo Energy went public in mid-May, and its market cap is now about $12.4 billion.

Those are all success stories in the IPO world. And it certainly doesn’t feel like a coincidence that all these companies are racing to provide electricity in an era of rising demand (partly due to data centers). Let’s take a look at how these firms are doing, what this moment says about the grid, and what’s coming next. 

Let’s start with Fervo Energy, a company we’ve covered a lot over the years that’s working to develop enhanced geothermal energy. (We included it on our 2025 list of Climate Tech Companies to Watch.) While conventional geothermal requires finding specific spots with hot rock, water, and fractures to support a power plant, Fervo essentially uses fracking techniques to create the necessary conditions.

The company was founded in 2017, and it raised about $1.5 billion from investors over the years before its IPO.

Fervo’s first commercial project, Cape Station in Utah, is expected to have a capacity of about 500 megawatts. The first unit is set to start generating power for customers by October and the next two units by January 2027.

The new funding from the IPO could help the company scale. Fervo currently has over 600 megawatts’ worth of binding power purchase agreements. And it has leases for land that could together generate more than 40 gigawatts of electricity. (As of 2024, the entire US geothermal fleet had a capacity of just 4 gigawatts.)

The company also has an eye on cutting construction and drilling costs—its Cape Station plant is expected to cost about $7 per kilowatt, which is cheaper than new nuclear power plants but over twice the expense of building a new natural-gas plant in the US. 

X-energy also aims to provide reliable clean power: it’s part of the wave of next-generation nuclear companies working on small modular reactors. The company is building high-temperature gas-cooled reactors, which flow helium over self-contained pebbles of nuclear fuel. These reactors will each generate 80 megawatts of electricity, less than one-tenth the output of larger ones like Unit 4 at Plant Vogtle in Georgia, the most recent addition to the commercial nuclear fleet in the US.  

X-energy also saw its IPO go well, and prices surged in trading after the initial offering. One interesting tidbit here—the company had previously planned to go public in 2023 but decided against it because of difficult market conditions.

The company is still years away from demonstrating its technology in a commercial project. 

You may recall a story I wrote last year about its effort to build nuclear reactors at the site of a Dow Chemical plant in Texas. The company recently received a key environmental approval for that project, though it’s still waiting for the final green light from the Nuclear Regulatory Commission to start construction.

Finally, Solv Energy builds solar and energy storage projects, mostly for utilities and independent power producers. Solar and batteries are some of the cheapest and easiest technologies to add to the grid, so this one could get a lot of capacity online, quickly. The company already has 21 gigawatts’ worth of projects operational across 35 states.

Many companies in the energy sector are pinning their hopes on the rapid growth in data center construction and operation. The AI boom has transformed the energy landscape, pushing electricity demand higher in a country where it’s been relatively flat for the last decade or so. Solv Energy mentioned data centers over a dozen times in documents filed with the Securities and Exchange Commission before its IPO. 

And Fervo and X-energy are particularly connected to the tech giants driving AI. Google has been a longtime investor in Fervo and also pioneered what it calls its clean transition tariff with the company. Amazon is a client of X-energy as well as an investor; it reportedly owns close to 20% of the company.

Fervo and X-energy are also in industries that occupy a political sweet spot. President Trump and his administration have gone after wind power and other renewables, cutting off existing support and slowing approvals for new projects. Meanwhile, geothermal and particularly nuclear power have kept favor with the federal government and enjoyed continued tax credits and grant funding.

If a few big leaders cash through these IPOs, it could help investors feel more confident about supporting the energy sector, even if that money is concentrated in later-stage ventures like these rather than earlier-stage companies. 

We could see other firms, particularly in nuclear and geothermal, attempt a similar route in the year ahead.

A key thing to watch here will be whether Fervo and X-energy in particular can succeed in scaling up and deploying their technology. If either of these companies stumbles or misses a timeline, it could have ripple effects for those hoping to follow in these very lucrative footsteps. 

This article is from The Spark, MIT Technology Review’s weekly climate newsletter. To receive it in your inbox every Wednesday, sign up here

How a new extraction process could unlock the world’s lithium

Researchers say they’ve found a new way to extract lithium, a crucial metal used in the lithium-ion batteries that power electric vehicles and energy storage arrays. This new technique could be more environmentally friendly and cheaper than existing ones. 

The research was published today in Science, and a startup called Rock Zero is working to commercialize the process.

“At scale, we believe this will be the lowest-cost way of sourcing lithium in the world,” says Yet-Ming Chiang, one of the study authors, who is an MIT professor and a serial entrepreneur behind climate tech companies including Form Energy and Addis Energy.

The most economical way to get lithium currently is to extract it from brine, salty water that’s pulled the metal out of rock over the course of millennia. But this technique is geographically limited and currently requires vast tracts of land for massive evaporation pools. The more common tactic is hard-rock mining, where large bodies of ore are blasted apart, cooked at high temperatures, and processed using dangerous chemicals.

The researchers’ new method uses a weak acid to dissolve typically nonreactive silicate minerals. That frees not only the lithium but also other useful materials, including alumina and silica.

The origin story for this research, and the resulting company, came from another startup founded by Chiang, Sublime Systems, which makes cement using electrochemistry.

The team was trying to find a source of highly reactive silica in order to form stronger cement. One way to make reactive materials, which can bond easily with other materials, is to take a nonreactive material, dissolve it, and then allow it to become solid in a more reactive form. It’s not impossible to dissolve silicates, but the best-known way is to use hydrofluoric acid, an extremely dangerous chemical. Other fluorine-containing chemicals are candidates too, but some will produce hydrofluoric acid as a side product during reactions. 

Chiang drew inspiration from a previous home renovation project involving glass, which is made of silica. “I was remodeling a shower in Framingham, Massachusetts, about 25 years ago,” he says. “So when we started this project, I remembered that glass etching cream and thought, ‘What’s in that?’” 

The glass etching cream he remembered, which can be found on shelves at any craft or home improvement store, uses ammonium fluoride, a weak acid. And the MIT researchers discovered that in the right conditions, it can effectively dissolve silicate minerals without producing hydrofluoric acid in the process.

This chemistry could be useful for any silicate minerals—and there are a lot of them. But spodumene, the mineral that’s often mined for lithium, became a prime first target. (Chiang says a suggestion from Doug Wicks, one of the company’s advisors and a former ARPA-E official, pointed the team in spodumene’s direction.)

small pieces of rock next to a line of 3 capped vials of powder
From left to right: spodumene, silica, alumina and lithium salts.
ROCK ZERO

Today, a key step in processing spodumene ore is to roast it in a kiln at super-high temperatures. This causes a phase transformation, essentially puffing up the material and making the lithium more accessible.

By avoiding the need to reach these temperatures, you could save on energy costs and potentially reduce carbon emissions as well, says Camden Hunt, one of the authors of the study and the CEO and cofounder of Rock Zero.

Avoiding the kiln could also unlock the ability to use some ores that can’t be roasted properly, Hunt adds. Ore that contains too much iron won’t go through the phase change correctly, instead melting and turning into a glassy material.

The new process relies on simple stirred plastic tanks and takes place at temperatures up to about 95 °C (200 °F). The ammonium fluoride dissolves the silicates, which in earlier experiments allowed nearly all of the lithium inside the spodumene ore to be extracted within a couple of days. The researchers have since cut this time to under 12 hours, says Benjamin Mowbray, first author of the study and the CTO and cofounder of Rock Zero.  

The products (after some additional steps to clean them up) are lithium carbonate, which can be used to make batteries; alumina, which can go into a smelter to make aluminum; and cementitious silica, which can be added into concrete. And the acid can be reused in the same loop.

Chiang calls this “nose-to-tail” mining—using every part of the ore provided, like eating every part of a butchered animal.

The researchers are currently working to scale and optimize the process. The tanks in the lab in Cambridge, Massachusetts can handle three kilograms of spodumene concentrate in each batch. 

They have also estimated the cost of this process once fully scaled up. Assuming that the ammonium fluoride can be recycled at a high level, they should be able to extract lithium for less than $6,000 per metric ton. (They’ve identified a potential cheap industrial source of the acid as well, as an alternative to recycling it.) 

The total cost is projected to be lower than that of other processes used to extract lithium from hard-rock ore today, and it could be competitive with brine.

The team has designed a pilot plant and is looking for space to build it. The plan is to have construction done by the end of 2026 and start operating the facility in 2027. Talks are underway with potential partners in the mining industry.

One difficulty for new players in lithium extraction is the volatility of the market: Prices have seen huge swings in recent years, from a peak in 2022 to lows in late 2024 and a slow climb starting in early 2026. 

Rising prices might benefit new players like Rock Zero, but there are many projects that could come online if prices continue to rise, and that could bring the market right back down, says Simon Jowitt, chair of exploration geology at the University of Nevada, Reno. “People are waiting to see what happens with the lithium price,” he says. “It’s a crowded market, and there’s some big players out there.”

And even though batteries are driving up demand for lithium, the market is still relatively small, Jowitt adds: “That means it’s going to be volatile.” New lithium extraction technologies like Rock Zero’s will have to compete with methods used by existing giants, and there’s also the potential that technological alternatives, like sodium-ion batteries that don’t need lithium, could make the market more difficult to navigate, Jowitt says. He also thinks some of the company’s economic estimates could be optimistic.

For its part, Rock Zero’s team hopes not only to scale this technology for lithium, but to use it for other minerals in the future. As Mowbray says, “The Earth’s crust is made of silicates.”

Climate tech companies are pivoting to critical minerals

We’re over a year into the second Trump administration here in the US, and support for climate causes is weak. But climate tech companies are finding ways to survive and even thrive in this new environment, including by focusing on potential benefits outside decarbonization.

Suddenly, it feels like every climate tech company has a story to tell about topics that are politically in vogue: data centers, energy abundance, or critical minerals. In my newest story, I covered Boston Metal’s latest funding round. Largely known for its efforts to produce steel with lower greenhouse gas emissions, the company raised $75 million from new and existing investors to help support its critical metals business.

Focusing on metals like niobium and tantalum won’t have the massive climate benefit that cleaner steel would, but it could generate the cash the company needs to keep going. It’s a strategy I’m noticing more as these tough industries like steel look ever tougher to succeed in with limited federal support in the US.  

Boston Metal’s molten oxide electrolysis technology uses electricity to produce metals.

I covered the startup last year, when it announced a major milestone for its steel business, running its pilot reactor in Massachusetts and producing a literal ton of material.

Now the company’s focus has shifted, and it is going all-in on making other metals, from niobium and tantalum (used in aircraft engines and high-end steel alloys) to chromium and vanadium.

The steel industry is a difficult one: It operates at a massive scale, and the product doesn’t command too high a price. Focusing on other metals, especially ones the US government deems critical, could be a way to stay afloat, maybe even long enough to meaningfully cut emissions from the steel industry. 

“By deploying in the critical metals industry where we can go very fast, we generate the resources to continue with the development of steel,” says Tadeu Carneiro, CEO of Boston Metal.

Other companies are also hoping critical materials could help their business models.

California-based Brimstone has a new process to make cement—another heavily polluting industry that’s proving difficult to decarbonize. The company uses a new starting material to help cut down on carbon dioxide emissions. In addition to cement, it makes supplementary cementitious materials that can be added into concrete as well as smelter-grade alumina.

Last year, the US Department of Energy canceled $1.3 billion in funding that had been set aside for cement-related projects. Brimstone saw one of its awards canceled, as did Sublime Systems, another cement startup I’ve covered a lot over the years.

At the time, a Brimstone representative told me that the company saw the cancellation as a “misunderstanding” and said the facility the funding had been designated for would make not only cement, but also alumina, which would support US aluminum production.

Today, the company’s website prominently highlights that it produces critical minerals in addition to cement.

Some carbon dioxide removal companies are hoping to hop on the critical minerals train, too, aiming to work with the mining industry. Others are pitching that they can help mining operations operate more efficiently or serve as cleanup for active or abandoned mine sites.

All of this is part of a much broader messaging shift. Everyone from politicians to heads of energy companies is talking less about climate.

It’s a trend that makes me nervous, even if I understand the impulse. I worry that if we keep too quiet on climate, companies might lose the plot and make choices that won’t help cut emissions. But for some, leaning into a different priority or pushing a different message could help them stay in business long enough to make a difference. We’ll all have to wait to see how it all pans out.

This article is from The Spark, MIT Technology Review’s weekly climate newsletter. To receive it in your inbox every Wednesday, sign up here

Green steel startup Boston Metal is doubling down on critical metals

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  • Boston Metal has raised $75 million after a rough stretch that included an industrial incident and laying off 71 employees earlier this year.
  • The company is shifting focus to critical metals like niobium, tantalum, and chromium, which command higher prices and could help prove its technology before returning to steel.
  • Its commercial facility in Brazil, delayed by an electrolyte leak in January, is now being repaired and is expected to start up in September 2026.
  • The round includes support from Tata Steel, one of the world’s largest steelmakers, bringing Boston Metal’s total funding to over $500 million.

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The startup Boston Metal has raised a $75 million funding round to produce critical metals, MIT Technology Review can exclusively report.  

The company has been known largely for its efforts to clean up steel production, an industry that’s responsible for about 8% of global greenhouse emissions today. With the additional money, the new focus could help it survive at a time when support for industrial decarbonization has been waning in the US.

In addition to steel, Boston Metal has also worked to use its technology with other metals, and a subsidiary (Boston Metal do Brasil) is setting up a commercial facility in Brazil to produce niobium, tantalum, and tin. The funding will help support that facility’s operation as well as future efforts to produce critical metals like vanadium, nickel, and chromium, says CEO Tadeu Carneiro. The funding comes after the company faced cash-flow problems following an industrial accident at the Brazil facility earlier this year.

Boston Metal’s core technology is called molten oxide electrolysis (MOE). It involves running electric current through a reactor filled with ore dissolved in a molten electrolyte. The electricity heats everything up to about 1,600 °C (3,000 °F) and drives chemical reactions that separate the desired metal (or metals) from the ore. The metal gathers at the bottom of the reactor, where it can be siphoned off.

In early 2025, Boston Metal completed the largest run of its pilot industrial cell in Woburn, Massachusetts, producing about a ton of steel.

But the focus is currently on making other metals, which are more valuable and can command a higher price. The company’s Brazilian subsidiary is working to test and start up an industrial-scale plant that takes in a low-grade material and makes a mixture of critical metals. Niobium, for example, is used in some steel alloys, as well as in alloys used to make jet engines and the superconducting magnets of MRI scanners. Tantalum is used in aerospace applications like rocket nozzles and turbine blades, as well as medical devices and electronics.

Construction on the Brazil plant kicked off in 2024 and took about 18 months, but the company ran into some challenges that delayed official startup.

In January there was an issue with the plant’s refractory system, the equipment that insulates the reactor and prevents corrosion. That caused electrolyte to leak. Operators shut down the system and removed the metal, and there weren’t any injuries or environmental issues, Carneiro says.

But the leak did interfere with the timeline for the plant’s opening, which meant the company missed a milestone and lost out on funding that had been committed. It restructured and laid off 71 employees in April.

This new funding will help support the plant moving forward. “Because of this delay, we had a big stress in our cash flow, so the investors came very strong to support us,” Carneiro says. Boston Metal is repairing the facility in Brazil now, and it should be ready to start up in September 2026, he adds.  

The funding will also help support other critical metals projects, Carneiro says. The company plans to eventually deploy a US plant to produce chromium, a metal the country imports nearly all its supply of today. 

Boston Metal has now raised over $500 million in total. The latest round of funding includes support from existing investors and from the massive Indian steel company Tata Steel Unlimited.

Making a higher-value critical metal now could help Boston Metal prove its technology and pave the way for future steel projects, says Seaver Wang, director of climate and energy at the Breakthrough Institute. “Nobody wants to pay a green premium for steel—hence niobium,” he adds.

The Tesla Semi could be a big deal for electric trucking

The Tesla Semi has officially arrived. The company recently released a photo of the first vehicle rolling off its new full-scale production line.

This moment has been nearly a decade in the making: The company first announced the truck in late 2017. And now we’ve got final battery specs, official prices, and big news about big orders.

The Semi is a relatively affordable electric semitruck with pretty impressive performance. It also comes at a moment when Tesla has lost its grip on the global electric-vehicle market. Let’s talk about what’s new with the Tesla Semi and why this could be a breakout moment for electric trucking.

Medium- and heavy-duty vehicles, like buses and semitrucks, make up a small fraction of vehicles on the road but contribute an outsize fraction of pollution, including both carbon dioxide emissions and other pollutants like nitrogen oxides (NOx) and small particles. Globally, trucks and buses represent about 8% of total vehicles on the road, but they create 35% of carbon dioxide emissions from road transport.

Tesla’s latest addition to its vehicle lineup, the Class 8 Semi, could be part of the solution to cleaning up this polluting sector. (I’ll note here that I briefly interned at Tesla in 2016. I don’t have any ties to or financial interest in the company today.) 

In November 2017, Elon Musk took to the stage at a lavish event in LA to announce the Semi. At that event, Musk promised a truck that could go from zero to 60 miles per hour in five seconds, could achieve a range of 500 miles, and would come with thermonuclear-explosion-proof glass. (Remember the era before the Twitter takeover and DOGE, when this was what Musk was known for? A simpler time.)

Soon after the unveiling, major corporations including Walmart put in early orders for Tesla Semis. Deliveries were expected in 2019.

That deadline obviously didn’t work out. The date was pushed back several times, and Tesla did start delivering a small number of pilot trucks, beginning in 2022. But this year, things got more serious, with the company releasing its final production specifications in February and rolling its first Semi off its high-volume production line in late April. 

And last week, WattEV announced an order of 370 Tesla Semis. WattEV offers electric freight operations, essentially providing trucks as a service to companies so they don’t have to purchase their own or supply their own charging infrastructure. The company will pay over $100 million for the new trucks, and the first 50 should be delivered this year, with the full fleet expected by the end of 2027. Those trucks will be supported by megawatt-charging systems located in Oakland, Fresno, Stockton, and Sacramento.

With the factory up and running and a huge order on the books, it feels as if the Tesla Semi has truly arrived. And some of Musk’s claims from 2017 ring true: The base model has a range of about 320 miles, and the long-range version about 480 miles (quite close to his 500-mile claim).

Delivering this much range for this big truck means a whopping battery. The base model Tesla Semi battery pack has a usable capacity of 548 kilowatt-hours, according to a document filed with the California Air Resources Board (CARB). But the battery is even more massive in the long-range version, which boasts a whopping 822 kilowatt-hour battery. Compare these to the Tesla Model 3, which typically comes with a 64 kilowatt-hour pack.

I reached out to Tesla to confirm the battery size and ask other questions for this article; the company didn’t respond.

These trucks cost quite a bit more than they were expected to in 2017. At that time, the expected price was $150,000 for the base model and $180,000 for the long-range. Today, Tesla is pricing the trucks at $260,000 and $300,000, respectively, according to documentation filed with CARB.

That’s considerably more expensive than the median diesel truck being sold today, which rang in at $172,500 for the 2025 model year, according to research from the International Council on Clean Transportation. But it’s much cheaper than similar battery-electric trucks available today, where the median is about $411,000.

And in California, where companies can get vouchers that cover $120,000 towards the purchase price of an electric truck, the Tesla Semi is competitive right away, especially since electric trucks tend to be much cheaper to run and maintain than diesel ones.

Over the years, it wasn’t always clear that the Tesla Semi would ever actually hit the roads. (At that same 2017 event, Musk announced a new Roadster sports car, and that’s nowhere to be seen.) So it’s encouraging to see the factory starting up, and a large order that looks like it could lend this project some commercial momentum.

Tesla had a massive impact on the electric vehicle market, and if it can scale production and support charging infrastructure, it could help do the same for trucking.

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The balcony solar boom is coming to the US

Dozens of US states are considering legislation to allow people to install plug-in solar systems, often called balcony solar. These small arrays require little to no setup and could help cut emissions and power bills.

Balcony solar is already popular in Europe, and proponents say that the systems could make solar power more accessible for more people in the US, including renters. As popularity rises, though, some experts caution that there are safety concerns with how balcony solar would work with existing electrical equipment in homes.

Let’s talk about what balcony solar is, why it’s unique, and how new testing requirements could affect our progress toward deploying the technology in the US.

Plug-in solar systems are designed to be simple to install, often requiring no electrician or specialized worker at all. They’re small, and many can be plugged into existing outlets.

People across Germany have installed over a million balcony solar systems. They generally measure up to roughly two square meters or about 20 square feet, and can generate up to 800 watts—enough to power a standard microwave.

Now the plug-in solar wave is coming to the US. Many Americans have already installed DIY balcony solar without the permission of their utilities—it’s something of a regulatory gray area. In late 2025, Utah became the first state to explicitly allow people to install and use balcony solar systems. Over two dozen other states are now considering similar legislation.

Generally, utilities require users to sign an interconnection agreement before they can plug in large arrays of solar panels that generate power for the grid. There can be fees and permits, and it all amounts to an expensive and lengthy process.

Utah’s law ditched the interconnection requirement for panels that have a low power cap and that are certified by a national testing facility. (Legislation under consideration in other states, including New York, includes the same requirements.) The thinking is that since the panels produce very little power, which would be used to meet a home’s own energy demand and probably not get sent back to the grid, the same requirements shouldn’t apply. 

As for that certification piece, in January the national testing and certification lab UL Solutions released UL 3700, a testing protocol to certify balcony solar systems and ensure that they’re safe. 

There are three main safety considerations to address for these plug-in solar systems, says Joseph Bablo, manager of principal engineering, energy, and industrial automation at UL Solutions. First, there’s the possibility of overloading a circuit. Generally, electrical circuits have circuit breakers, which can trip and interrupt current if necessary. But if there’s a solar panel adding extra power to a circuit, a traditional breaker might not be able to respond to overload. Over time, overloaded circuits can damage equipment or even start a fire. 

Second, these small systems are typically installed on the outside of homes, and outdoor power outlets generally have ground fault circuit interruption (GFCI). Basically, if an outlet or its surroundings are wet, it can shut down to prevent electric shock. Many GFCI systems may not work if there’s power going back into an outlet from a solar panel.

Finally, there’s touch safety: If a plug gets disconnected from the wall, the blades of the plug may still have power running through them for a short time. If a panel is getting sunlight, those blades could be energized for longer than is typical.

The new UL Solutions testing framework aims to address these concerns. One of the key recommendations is that plug-in solar panels should use a special outlet that’s designed specifically for them. The safety measures included in that connection, and within a panel, would ensure that the panels are safe.

The need for a special outlet means that currently, people who want to plug in a solar panel array would probably need to have an electrician come and update their wiring in order to comply with the protocol, Bablo says. “I know they want to say ‘No electrician, no permits’—we’re not there.”

Today, anyone can buy products like solar panels and inverters, some of which carry their own component UL certifications, and string them together. (Inverters are covered under UL 1741, for example.)

But the gold standard is to have an entire system that meets the safety requirements, and that means adhering to the new standard, Bablo says. As of early May, there aren’t any plug-in solar systems that have been fully certified by UL Solutions. And Bablo said he couldn’t share information about what, if any, are in the pipeline.  

Even with the new certification requirements, Bablo still thinks plug-in solar still has the potential to help more people access the technology. “There’s a way for it to work, but we want it to work safely,” he says.

This article is from The Spark, MIT Technology Review’s weekly climate newsletter. To receive it in your inbox every Wednesday, sign up here

It’s time to make a plan for nuclear waste

Today, nuclear energy enjoys a rare moment of support across the political spectrum in the US. Interest from tech companies that are scrambling to meet demand for massive data centers has sparked a resurgence of money and attention in the industry. That newfound interest is exactly why it’s time to talk about an old problem: nuclear waste. 

In the US alone, nuclear reactors produce about 2,000 metric tons of high-level waste each year. And there’s nowhere to put it.

Though newly popular, the nuclear program in the US is nothing new. The US hosts more reactors and production capacity than any other country in the world. And yet nearly seven decades after the first permanent nuclear facility in the US went online, there’s still not a long-term solution for nuclear waste. 

Used fuel is largely stored onsite at operating and shut-down reactors, in pools and casks made of steel and concrete. Experts generally agree that these methods are safe, but they’re not designed to be permanent.

The leading strategy around the world for long-term storage of this high-level radioactive waste is to house it in a deep geological repository—dig a hole, put radioactive material down there, and fill it up with concrete. These holes, hundreds of meters underground, are designed to be a permanent home.

There aren’t any operating geological repositories for spent fuel yet, but some countries are well on their way. Finland is the furthest along; as of 2026, the country is testing its facility. Final approvals are expected soon, and operations could start later this year. Some other countries aren’t far behind.

France is home to over 50 nuclear reactors, and its grid gets more of its power from nuclear than any other. The country also has the world’s most established program for reprocessing spent fuel. The process separates out the plutonium and uranium to create a type of fuel known as mixed oxide (MOX) fuel. But reprocessing isn’t a perfect recycling loop, so the leftovers from this process still need somewhere to go. The country currently stores waste onsite at the La Hague reprocessing plant, but it plans to build a repository. Initial approvals could come later this decade, and pilot operations could start up by 2035.

Technically, the US also has a destination for its spent fuel: Yucca Mountain in Nevada. The site, which is on federal land, was designated by Congress in 1987. However, progress has entirely stalled out because of political opposition. In 2011, the federal government stopped providing funding for the site, and for roughly a decade, there’s been no activity to speak of.

In the meantime, waste continues to pile up.

The nuclear industry is kicking into a new gear around the world. China is home to the world’s fastest–growing nuclear energy program, and countries including Bangladesh and Turkey are building their first reactors.

Even the long-established US program is seeing growth: Interest in and approval for nuclear energy have spiked, and Big Tech is throwing money around to meet rising electricity demand. Companies are proposing (and beginning to receive regulatory approval for) next-generation reactors, which employ different coolants, fuels, and designs.

Given all this new interest, and the impending arrival of new types of nuclear waste, it’s time for nuclear companies, as well as their powerful customers, to push for progress on building geological storage facilities. As the richest country on the planet and home to a large chunk of the activity in next-generation reactors, the US should aim to join the leaders rather than continue to lag behind. 

Directing even a small fraction of the recent surge in funding and attention to progress on waste could make a difference. Some experts are calling for a new organization in the US to manage nuclear waste rather than leaving it to the Department of Energy. This organization would mirror programs in Finland, Canada, and France.

The process of planning, building, and commissioning a permanent solution for nuclear waste is a long one. Finland started planning in the 1980s and selected its site in the early 2000s, and it’s nearly ready to start accepting waste. For countries that don’t have a permanent storage solution sorted, the best time to start was decades ago. But the second-best time is now. 

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