The Problem

Global Warming

Remaining carbon Budget as of 22 Aug 2024

spiner
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Data:  Mercator Research Institute on Global Commons and Climate Change (mcc-berlin.net)

Remaining Carbon Budget

The Intergovernmental Panel on Climate Change (IPCC), established in 1988 by the World Meteorological Organization (WMO) and the United Nations Environmental Programme (UNEP), evaluates scientific data related to climate change, including estimates of the remaining CO2 emissions budget to limit global warming to 1.5°C / 2°C. This data, last updated in the summer of 2021, underlies the MCC Carbon Clock.

IPCC bases the carbon budget on the near-linear relationship between cumulative emissions and temperature rise, considering the lag between CO2 concentration and its temperature impact. With annual emissions from fossil fuels, industrial processes, and land-use change estimated at 42.2 gigatonnes (1,337 tonnes per second), the 1.5°C / 2°C budgets are expected to be exhausted in approximately 3 and 21 years from January 2026, respectively.

Realtime countdown of the remaining carbon dioxide (CO2) emissions budget until global warming reaches a maximum of 1.5°C / 2°C above pre-industrial levels.

The Intergovernmental Panel on Climate Change (IPCC), established in 1988 by the World Meteorological Organization (WMO) and the United Nations Environmental Programme (UNEP), evaluates scientific data related to climate change including estimates of the remaining amount of CO2 that can be released into the atmosphere to limit global warming to a maximum of 1.5°C / 2°C.  This data was last updated in summer 2021, and is the basis of the MCC Carbon Clock.

IPCC bases the concept of a carbon budget on a nearly linear relationship between the cumulative emissions and the temperature rise.  There is, however, a lag between the concentration of emissions in the atmosphere and their impact on temperature to be taken into account.  With the starting point of annual emissions of CO2 from burning fossil fuels, industrial processes and land-use change estimated to be 42.2 gigatonnes per year [or 1,337 tonnes per second], the 1.5°C / 2°C budgets would be expected to be exhausted in approximately 5 and 23 years from August 2024, respectively.

Am I also contributing?

Are we thinking about the emission of greenhouse gasses such as methane and carbon when we do day to day activities like: driving a car, using energy to cook or heating our houses? Probably not. But by doing this we are making our small but constant contribution to the problem of Global Warming. We see from worsening weather disasters around the world that this returns as a boomerang back to our houses and families.

>80%

of all natural disasters were related to climate change

24.29%

USA share of global world cumulative CO₂ emission

100 million

people can be pushed into poverty by 2030 because of climate change impact

We agree this is really happening!

The overall trend in global average temperature indicates that warming is occurring in an increasing number of regions. Future Earth warming depends on our greenhouse gas emissions in the coming decades.

At present, approximately 11 billion metric tons of carbon are released into the atmosphere each year. As a result, the level of carbon dioxide in the atmosphere is on the rise every year, as it surpasses the natural capacity for removal.

10

warmest years on historical record have occurred since 2010

>2°F

is the total increase in the Earth's temperature since 1880

>2x

warming rate since 1981

Understanding the ultimate consequences of current trends

Observations from both satellites and the Earth’s surface are indisputable — the planet has warmed rapidly over the past 44 years. As far back as 1850, data from weather stations all over the globe make clear the Earth’s average temperature has been rising.

In recent days, as the Earth has reached its highest average temperatures in recorded history, warmer than any time in the last 125,000 years. Paleoclimatologists, who study the Earth’s climate history, are confident that the current decade is warmer than any period since before the last ice age, about 125,000 years ago.

The Solution Has Several Parts

What can be done to stop it?

Increase the usage of Hydrogen

Clean hydrogen has 3 main uses: energy storage, load balancing, and as feedstock/fuel. Used in all sectors, including steel, chemical, oil refining & heavy transport. Actions to accelerate decarbonization & increase clean hydrogen use include:

  • Invest in clean hydrogen supply;
  • Increase hydrogen demand as fuel/feedstock;
  • Use hydrogen for clean high-temperature heat;
  • Use hydrogen as low-carbon feedstock for ammonia/fertilizer;
  • Use hydrogen as clean fuel for heavy transport;
  • Create policies incentivizing electric power decarbonization;
  • Utilize hydrogen as a means for storing energy over extended periods;
  • Improve electrolyser technology & readiness in heavy industry/liquid transport fuels;
  • Increase use of Methane Pyrolysis & Water Electrolysis for clean hydrogen production;
  • Increase use of wind and solar in electricity production systems.

Increase the usage of Electricity

Reducing greenhouse gas emissions and achieving carbon neutrality requires widespread renewable energy and a huge increase in vehicles, products, and processes powered by electricity.

Electricity generated from increasingly renewable energy sources is the right way to create a clean energy system. Switching from direct use of fossil fuels to electricity improves air quality by reducing emissions of local pollutants.In order to increase the use of electricity, we can do the following:

  • Use more electric cars. Compared to traditional combustion engine vehicles, electric cars show a 3-5 times increase in energy efficiency;
  • Increase your electricity consumption within your household;
  • Upgrade your home with smart technology. Electrical appliances can be digitized with smart technology;
  • Use electric heat pump heating. Heat pumps use 4 times less energy than oil or gas boilers;
  • Electrify industrial processes in order to reduce energy intensity.

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What is hydrogen?

icon

Lightest and most abundant

As the foremost element in the periodic table, hydrogen holds a unique position in the universe, given its status as the lightest and one of the most ancient and abundant chemical elements.

icon

Never alone

Hydrogen, in its pure form, needs to be extracted since it is usually present in more intricate molecules, such as water or hydrocarbons, on Earth.

icon

Fuel of stars

Hydrogen powers stars through nuclear fusion. This creates energy and all the other chemicals elements which are found on Earth.

Biggest Human Usages

Ammonia Production

Hydrogen is an essential part for manufacturing Ammoniam Nitrate fertilizers. Half of the world's food is grown using hydrogen-based ammonia fertilizer.

Methanol Production

Hydrogen is used in the production of methanol, where hydrogen is reacted with carbon monoxide to produce chemical feedstocks.

Electricity generation

Hydrogen fuel cells make electricity from combining hydrogen and oxygen. Power plants are showing increased interest in using hydrogen, and gas turbines can convert from natural gas to hydrogen combustion.

Vehicles fuel

Hydrogen is an alternative vehicle fuel. It allows us to power fuel cells in zero-emission electric drive vehicles.

Concrete Production

Hydrogen heat is used in order to reduce emissions in the manufacturing process.

Steelmaking

Steelmaking is an industry that is beginning to successfully use hydrogen in two ways to eliminate almost all greenhouse emissions from the steelmaking process.  First for Direct Reduced Iron (DRI) replacing coke (from coal) with hydrogen to remove oxygen from iron ore. Second for heat to melt the iron ore into DRI and then into low carbon steel.

Space exploration

Liquid hydrogen has been used by NASA as a rocket fuel since the 1950s.

Chemical Industry

Hydrogen is used in production of explosives, fertilizers, and other chemicals; to convert heavier hydrocarbons to lightweight hydrocarbons to produce many value-added chemicals; to hydrogenate organic compounds; and to remove impurities like sulfur, halides, oxygen, metals, and/or nitrogen. It's also in household cleaners like ammonium hydroxide.

Pharmaceutical Industry

Hydrogen is used to make vitamins and other pharmaceutical products.

Glass and Ceramics

In the production of float glass, hydrogen is needed to provide heat and to prevent the large tin bath from oxidizing.

Food and Beverages

It is used to hydrogenate unsaturated fatty acids in animal and vegetable oils, to obtain solid fats for margarine and other food products.

Oil Refining

Using clean hydrogen makes it possible to reduce emissions while "cracking" heavier petroleum into lightweight hydrocarbons to produce many value-added chemicals.

Read More

Goals

The World needs MORE hydrogen, to move toward Turquoise and Green hydrogen, and away from Grey hydrogen

goals diagram

Where We are Now

  • The temperature trend shows the increase can reach 5.9°F (3.28°C) by 2050
  • High CO2 emissions (7-8 kg CO2 /kg H2)
  • Only 2% produced with carbon capture (2Mt)
  • Worldwide 98% Hydrogen production (94 Mt) without carbon capture emits CO2(900 Mt)
  • 62% from methane without carbon capture
  • Fossil Fuel electricity generation pollutes the environment
  • Fossil Fuel provides 33-35% efficiency
diagram

What We Want to Achieve

By 2030

  • 25% Produced(24Mt) with carbon capture
  • Stop more climate change limiting warming to 2.4°F (1.3°C) by 2050
  • Hydrogen for low-carbon industrial heat
  • 100% Hydrogen as a sustainable industrial feedstock

Statistics Source: IEA Global Hydrogen Review 2022

Most Common Hydrogen Sources

These methods now produce 85% of the world's Greenhouse Gas carbon emissions

grey hydrogen method

SMR (Steam Methane Reforming) + WGS (Water Gas Shift)

SMR is a way of producing syngas (Hydrogen and Carbon monoxide) by mixing hydrocarbons (like natural gas) with water. This mixture goes into a special container called a reformer vessel where a high-pressure mixture of steam and methane comes into contact with a nickel catalyst. As a result of the reaction, hydrogen and carbon monoxide are produced.

To make more hydrogen, carbon monoxide from the first reaction is mixed with water through the WGS reaction. As a result, we receive more hydrogen and a gas called carbon dioxide. For each unit of hydrogen produced there are 6 units of carbon dioxide produced and in almost all cases released into the atmosphere.  Carbon dioxide is a harmful gas causing climate change.

$863 ($0.86 per kilogram of Hydrogen)

(Electricity = $474 + Methane $383 + Water $6 US EIA May 2024*)

SMR + WGS with Carbon Capture

The SMR method involves combining natural gas with high-temperature steam and a catalyst to generate a blend of hydrogen and carbon monoxide. Then, more water is added to the mixture to make more hydrogen and a gas called carbon dioxide.

For each unit of hydrogen produced there are 6 units of carbon dioxide produced. In a few experimental trials, to help the environment, the carbon dioxide is captured and stored underground using a special technology called CCUS (Carbon Capture, Utilization, and Storage). This leaves almost pure hydrogen.

One of the main problems with carbon capture and storage is that without careful management of storage, the CO2 can flow from these underground reservoirs into the surrounding air and contribute to climate change, or spoil the nearby water supply. Another is the risk of creating earthquake tremors caused by the storage increasing underground pressure, known as human caused seismicity.

$1,253 ($1.25 per kilogram of Hydrogen)

(Electricity $474 + Methane $505 + Water $4 US + CCS $270 EIA May 2024*)

blue hydrogen

Newer, Clean Hydrogen Sources

Turquoise Hydrogen

Methane Pyrolysis

This technology based on natural gas emits no greenhouse gases as it does not produce CO2. Methane Pyrolysis refers to a method of generating hydrogen by breaking down methane into its basic components, namely hydrogen and solid carbon.

Oxygen is not involved at all within this process (no CO or CO2 is produced). Thus, for the production of hydrogen gas there is no need for an additional of CO or for CO2 separation.

$1,199 ($1.20 per kilogram of Hydrogen)

(Electricity $433 +Methane $766 EIA May 2024*)

More About Turquoise Hydrogen
green-method

Electrolysis

The concept of Green Hydrogen involves generating hydrogen from renewable energy sources by means of electrolysis, a process that splits water into its fundamental constituents, hydrogen and oxygen, using an electric current. This process can be powered by a range of renewable energy sources, such as solar energy, wind power, and hydropower.

The electricity used in the electrolysis process is derived exclusively from renewable sources, ensuring a sustainable and environmentally-friendly production of hydrogen. It generates zero carbon dioxide emissions and, as a result, prevents global warming.

$3,289 ($3.29 per kilogram of Hydrogen)

(Electricity $3,278 + water $11 US EIA May 2024*)

More About Green Hydrogen

Natural Hydrogen

(Emerging New Source)

Natural geologic hydrogen refers to hydrogen gas that is naturally present within the Earth's subsurface.

Known as "White" hydrogen, it can be generated through various geological processes. The study of geologic hydrogen and its potential as an energy resource is an active area of research, as it holds promise for renewable energy applications, particularly in the context of hydrogen fuel cells and clean energy production.

It's important to note that the creation of geologic hydrogen is generally a slow and long-term process, occurring over geological timescales. This is because the other methods are human production technology methods and this is creation by a natural phenomena. The availability and abundance of geologic hydrogen can vary significantly depending on the specific geological setting and the interplay of various factors such as rock composition, temperature, pressure, and the presence of suitable reactants.

Here are some of the main sources and mechanisms of geologic
hydrogen generation:

01

Serpentinization

Serpentinization is a chemical reaction that occurs when water interacts with certain types of rocks, particularly ultramafic rocks rich in minerals such as olivine and pyroxene. This process results in the formation of serpentine minerals and produces hydrogen gas as a byproduct. Serpentinization typically takes place in environments such as hydrothermal systems, oceanic crust, and certain tectonic settings.

02

Radiolysis

In regions with high concentrations of radioactive elements, such as uranium and thorium, the decay of these elements releases radiation. This radiation can interact with surrounding water or other fluids, splitting the water molecules and generating hydrogen gas through a process called radiolysis. This mechanism is believed to contribute to the production of hydrogen in certain deep geological settings, such as deep groundwater systems and radioactive mineral deposits.

03

Geothermal activity

Geothermal systems, which involve the circulation of hot water or steam through fractured rocks, can generate hydrogen gas as a result of various processes. High-temperature hydrothermal systems can cause the thermal decomposition of hydrocarbons, releasing hydrogen gas. Additionally, the interaction between water and hot rocks in geothermal reservoirs can lead to the production of hydrogen through serpentinization or other geochemical reactions.

04

Abiotic methane cracking

Abiotic methane refers to methane gas that is not directly derived from biological sources, such as microbial activity. In certain geological environments, abiotic methane can be generated through processes like thermal decomposition of organic matter or reactions between carbon dioxide and hydrogen. This methane can subsequently undergo thermal or catalytic cracking, producing hydrogen gas.

Success Stories

Steps Taken by Different Countries to Move Forward to Net Zero Emissions

96

£4 billion

100 MW+

1st place

green hydrogen plants are owned by Australia. It possesses the highest count of establishments globally. Australia is expected to have the lowest costs of green hydrogen production by 2050 due to an abundance of solar and wind resources.

was committed by the UK to hydrogen technology and production facilities by 2030 to cultivate a hydrogen economy and create 9,000 jobs.

green hydrogen production sites are being developed by Canadian company First Hydrogen in Quebec and Manitoba. These plans are being developed in conjunction with Canadian and North American automotive strategies.

in the list of largest hydropower producers in the world belongs to China. It is followed by Brazil, USA and Canada.

By 2047

In 2017

200,000

110 countries

green hydrogen will help India make a quantum leap toward energy independence. The country’s National Hydrogen Mission was launched in 2021.

Japan became the first country to formulate a national hydrogen strategy as part of its ambition to become the world's first "hydrogen society" by deploying this fuel in all sectors.

fuel-cell electric vehicles production by 2025 is the goal stated by South Korea. In 2021, South Korea also approved the Hydrogen Power Economic Development and Safety Control Law, the first in the world to promote hydrogen vehicles, charging stations, and fuel cells.

have legally committed to reach net zero emissions by 2050.

Conclusion

The World needs MORE hydrogen

SMR + WGS

SMR + WGS

Keep current hydrogen production methods BUT

+

Clean Hydrogen Production Methods

Clean Hydrogen Production Methods

make additional steps to broaden them with cleaner production methods

=

More Hydrogen

more hydrogen

And as a result the world will get more vital hydrogen and become one step closer to net zero emission

Сurrent Situation

The market is dominated by grey hydrogen produced from natural gas through a fossil fuel-powered SMR process. Every year, the production of grey hydrogen amounts to approximately 70 to 80 million tons, and it is primarily used in industrial chemistry. More than 80% is used for the synthesis of ammonia and its derivatives (fertilizer for agriculture, 50 perecent of food worldwide) or for oil refining operations. Unfortunately, for every 1 kg of grey hydrogen, almost 6-8 kg of carbon dioxide is emitted into the atmosphere.

More than 95% of the world's hydrogen production is based on fossil fuels with greenhouse gas emissions. Nevertheless, to achieve a more stable future and promote the transition of pure energy, the global goal is to reduce the use of other “colors” of hydrogen and focus on the production of a clean product, such as green or turquoise hydrogen. Reaching the zero carbon footprint will require a gradual transition from grey to green/turquoise hydrogen in the coming years.

It is possible to produce decarbonized hydrogen. An option is to use another feedstock, namely water, and convert it in large electrolyzers into H2 and oxygen (O2), which are returned to the atmosphere. If the electricity used to power the electrolyzers is 100% renewable energy (photovoltaic panels, wind turbines, etc.), then hydrogen becomes green. Currently, it is about 0.1% of the total production of hydrogen, but it is expected that it will increase since the cost of renewable energy continues to fall.

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What Does the Data Say about Climate Change?

U.S. Additions to Electric Generating Capacity

U.S. additions to electric generation capacity from 2000 to 2025. The U.S. Energy Information Administration (EIA) reports that the United States 
is building power plants at a record pace. As indicated on the chart, nearly all new electric generating capacity either already installed or planned 
for 2025 is from clean energy sources, while new power plants coming 
on line 25 years ago, in 2000, were predominantly fueled by natural gas. New wind power plants began to come on line in 2001 and new solar plants, 10 years, later in 2011. Since 2023, the U.S. power industry has built more solar than any other type of power plant. The EIA predicts that clean energy (wind, solar, and battery storage) will deliver 93% of new power-plant capacity in 2025.

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Surface Air Temperature

Global surface air temperature departures between 1940 and 2024 from the average temperature for the period 1991-2020 (averages below the 11-year average are blue and those above are red). The average in October 2024 was +0.80 degrees Celsius above the reference period average, down from +0.85 degrees Celsius above the reference period average in 2023, which was the warmest October on record.

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Want a job drilling for geothermal? A Northeast training hub is coming.
Jun 11, 2026

A worker shortage threatens to hold up America’s buildout of geothermal networks. These groups have a plan to address the problem, starting in Massachusetts.

Geothermal networks are taking off across the U.S., with roughly 30 such projects in various stages in Massachusetts, Colorado, and elsewhere.

These systems — which use electric heat pumps and thermal energy from underground to warm and cool buildings — are key to weaning communities off polluting fossil-fueled appliances and reining in home utility bills, supporters say.

But the buildout faces a major roadblock: There just aren’t enough qualified workers to drill the thousands of boreholes needed for the anticipated networks. The United States now has about 19,500 professional drillers working outside the oil and gas industry, according to the federal Bureau of Labor Statistics. This workforce would need to triple in size to meet the U.S. Department of Energy’s target, announced in 2022 under the Biden administration, of installing 17,500 geothermal networks by 2050, said Brock Yordy, president and co-founder of the Geothermal Drillers Association.

“This work is absolutely essential in New England and anywhere there are legacy heating systems that are fossil-fueled,” said Lawrence McKenna, chair of the Department of Environment, Society, and Sustainability at Framingham State University in Massachusetts. ​“But we don’t have the personnel to man the equipment.”

An initiative led by the nonprofit Home Energy Efficiency Team, or HEET, and the Geothermal Drillers Association aims to turn this obstacle into an opportunity. As many states attempt to reduce their carbon emissions, the natural gas industry is likely to slow down, leaving many experienced workers unemployed. At the same time, young people are entering a job market that, well, ​“sucks,” said McKenna. The anticipated growth of geothermal networks could create jobs that repurpose gas workers’ existing skills, pay well, and lead to career paths that can’t be undone by AI.

The vision is to create a nationwide network of Geothermal Drilling Centers of Excellence that will conduct training and research to develop the geothermal drilling workforce. Each center would offer programming tailored to meet the location’s specific needs.

“It’s a huge advantage to have something like this exist regionally, so you can pace the workforce development with the market development in a more cost-effective, reasonable way,” said Zeyneb Magavi, HEET’s executive director.

The first center is set to launch later this year in Framingham, Massachusetts, home of the country’s first utility-owned, neighborhood-scale thermal network. The training will build on the Geothermal Drillers Association’s existing two-week pre-apprenticeship program, which provides the groundwork for understanding the field, including the basics of geothermal science, the fundamentals of drilling boreholes, the differences between various drilling disciplines, and workplace safety and protocols.

This training provides a valuable on-ramp into the industry, but so far has been missing a major component: real-world drilling practice. Buying a drill rig was not in the budget, and leasing one proved difficult. After two days of safety training, students visit jobsites and observe work, but are not allowed to operate the drilling equipment.

“Right now, we can do the classroom work, and we go into the field and visit projects,” Yordy said. ​“But you can’t get the practical piece.”

The Framingham Center of Excellence will solve that problem. In April, the Massachusetts Clean Energy Center, an economic development agency, awarded the program $1.2 million in grants that will allow the initiative to buy a drilling rig and mobile classroom. This equipment will allow students to do hands-on drilling.

At the same time, Framingham State plans to launch a more intensive offering: a yearlong, six-course certificate program in geothermal science and engineering. Currently, the only comparable training operates out of a college in Canada, Magavi said. The Massachusetts program will delve into all the trigonometry and thermodynamics needed to understand how the systems work, and include several lab classes. The program will work with the Geothermal Drillers Association to give students access to hands-on training.

“They’re out doing the very work they’re going to do when they finish, with real equipment and real professionals in the field,” McKenna said.

Organizers are still figuring out exactly what the first Center for Excellence will look like. They’re reviewing possible sites for training and drilling practice within Framingham and nailing down the specifics of the partnership with Framingham State.

“This Center of Excellence is very much being collaboratively bootstrapped into existence, moving from our collective imaginations into reality,” Magavi said.

If the vision is realized, the benefits will reach beyond just the individuals entering new careers and the residents getting cleaner, more affordable heating and cooling, supporters say. A thriving geothermal workforce can lead to more widespread economic development.

“It’s not just about the jobs,” Magavi said. ​“Building the energy infrastructure of the future is an extraordinary development action.”

Corrections were made on June 11, 2026. The story misstated the access that students in pre-apprenticeship training have to jobsites and the topics to be covered in the Framingham State University certificate program.

Energy-hungry aluminum plant is swept up in Oklahoma governor’s race
Jun 10, 2026

The state’s Republican attorney general — a gubernatorial candidate — sued to stop the new Trump-backed smelter, which would double America’s aluminum output.

A power-hungry aluminum smelter planned in Oklahoma is facing a new legal challenge that aims to stop the massive project in its tracks.

Last week, Oklahoma’s attorney general sued to block Emirates Global Aluminium (EGA) and Century Aluminum from building the $4 billion facility, which is slated to more than double the nation’s capacity for producing aluminum from scratch.

Two people in blue work gear and white hard hats hold clipboards next to a row of industrial equipment labeled EGA
Oklahoma’s new aluminum plant will use Emirates Global Aluminium’s next-generation EX smelter technology, pictured above. (EGA)

Gentner Drummond, the state’s attorney general, said he took action to protect Oklahomans from the ​“anticipated public nuisance” he claims the smelter represents. Drummond is running to be the Republican candidate for Oklahoma governor, and the lawsuit has intensified debate about the project in what is becoming an increasingly heated primary race.

Drummond raised concerns that the facility would pollute the air and water and harm cattle and crops in Inola, the rural town in northeastern Oklahoma that is set to host the plant. Residents in Inola share those environmental worries, and local opposition to the smelter — which would be America’s largest if built — is mounting as developers get closer to starting construction this year.

The lawsuit also flagged the smelter’s enormous electricity appetite. The new facility is expected to require over 1 gigawatt of continuous electricity to operate — enough to power a city the size of Boston or Nashville annually. The attorney general claimed that this level of consumption will place ​“extraordinary strain on the regional grid” and threaten ​“the reliability and affordability of electricity for Oklahoma ratepayers.”

The developers are currently pushing to finalize a crucial long-term power contract for the smelter, which could draw from Oklahoma’s abundant natural gas and wind energy resources and solar energy potential.

Drummond further objected to the foreign involvement in the project: EGA, a state-owned enterprise of the United Arab Emirates, has a 60% stake in the smelter, while Chicago-based Century owns 40%.

However, the timing of Drummond’s June 2 filing has raised questions about his motivations, and it’s unclear how big a threat the legal action poses to the smelter’s prospects.

Drummond filed his lawsuit four days after President Donald Trump — who has championed the smelter — endorsed Drummond’s rival, former state Sen. Mike Mazzei, for the June 16 gubernatorial primary election.

Mazzei himself had strongly opposed the aluminum plant until very recently, criticizing the hundreds of millions of dollars in tax incentives the project is expected to receive from the state of Oklahoma, including power discounts. The project has also been awarded a $500 million grant from the U.S. Department of Energy.

On May 29, just hours before Trump endorsed him, Mazzei publicly reversed course. He announced on social media that he would strongly support the smelter as governor and would ​“work with the Trump administration to bring more projects like it to Oklahoma.”

Oklahoma’s outgoing Republican governor, Kevin Stitt, accused Drummond of ​“weaponizing” the attorney general’s office to retaliate against Trump. In a video message on Facebook, he framed the smelter as key to protecting America’s national security interests, given that China accounts for about 60% of the world’s annual output. Aluminum is used to make not only household products and construction materials but also fighter jets, warships, helicopters, and ammunition.

Drummond, for his part, has denied any ulterior motives. He said he filed his lawsuit in response to the developers’ air-quality permit application, which they submitted on May 19, the news site Oklahoma Watch reported.

“A primary aluminum smelter does not belong in a community’s backyard, and its emissions do not respect property lines,” Drummond said in his initial statement, adding that winds could carry pollutants into the surrounding northeastern Oklahoma communities.

What the new smelter might mean for Oklahoma

Putting aside the messy governor’s race, the aluminum smelter will undoubtedly change the landscape in Inola, which hails itself as the world’s ​“hay capital” and is home to many thousands of heads of cattle. The industrial facility is set to span 350 acres along the Verdigris River, where every year it will convert raw materials into 750,000 metric tons of aluminum, not far from schools, homes, and farms.

Last fall, the climate advocacy group Industrious Labs conducted a statewide survey to gauge Oklahomans’ views on the proposed smelter. Some 62% of respondents said they supported the project. But proponents, opponents, and skeptics all said they had at least some environmental worries about bringing heavy industry like aluminum smelting to the state.

“We’ve seen bipartisan support for reshoring domestic manufacturing, and specifically aluminum — both the Biden and Trump administrations are prioritizing this,” said Annie Sartor, senior campaigns director at Industrious Labs. ​“But concern around local air and water pollution is also bipartisan. People are concerned about dirty industry coming into their neighborhoods.”

Traditionally, America’s smelters have spewed significant amounts of pollution, including fluoride and mercury, which can damage crops and livestock. They also release perfluorochemicals — potent and long-lasting greenhouse gases — and emit sulfur dioxide, which can harm people’s respiratory systems and damage vegetation. Smelters have discharged wastewater into rivers and streams, and they generate toxic waste as the lining in the smelting tanks breaks down.

EGA and Century claim the Inola facility will be significantly cleaner than existing U.S. smelters — the last of which was built in 1980. The companies are building the project through a joint venture named Oklahoma Primary Aluminum, which will use the latest version of technologies that EGA has been developing over decades.

“This facility is designed to be the most modern aluminum plant in the world,” Oklahoma Primary Aluminum said in a statement to Canary Media. On their website, the developers say the smelter will be ​“highly controlled, with multiple environmental safeguards in place,” including for filtering and monitoring pollution and reducing emissions and energy use.

Oklahoma Primary Aluminum also nodded to questions about the smelter’s enormous draw on the region’s grid. Developers have been negotiating a power agreement for more than a year with Public Service Company of Oklahoma, a subsidiary of the utility giant AEP. Any deal will need to be reviewed through a regulatory process overseen by Oklahoma’s public utilities commission.

“A key purpose of that process is to assess and minimize potential impacts on residential and commercial customers,” the developers said in response to the lawsuit. They added that EGA’s modern smelting technology can reduce electricity use by about a third for every ton of aluminum produced, compared with America’s remaining fleet of aging smelters.

This software firm has a plan to take grid-enhancing tech nationwide
Jun 10, 2026

Most U.S. grid operators already use OATI’s software. Now the firm wants to tap AI and data to boost transmission capacity — and it’s asking the DOE for funding.

A major grid-tech company is asking the Trump administration to fund a project it says could significantly boost the nation’s ability to move power around — without building a single new transmission tower or line.

Open Access Technology International (OATI) is a Minneapolis-based firm whose software is used by nearly every North American transmission grid operator to manage the flow of electrons. Now, it envisions developing new features for that software. Huge amounts of data, parsed by artificial intelligence, would be used to more accurately calculate how much power can run along power lines — providing both real-time estimates and forecasts days and weeks into the future. That intel would be automatically shared among neighboring grid operators, allowing them to make better decisions about how to run their networks.

If all goes to plan, OATI says the facelift could accomplish a 10% to 20% increase in capacity across participating systems by 2030.

OATI unveiled its scheme in a May proposal for an undisclosed amount of money from the Department of Energy’s $1.9 billion SPARK grant program. The program uses money from the 2021 bipartisan infrastructure law, in a somewhat rare example of Biden-era energy funding spared from the Trump administration’s clawbacks.

The company’s proposal is a kind of ​“grid-enhancing technology,” a family of hardware and software that could squeeze more capacity out of the nation’s increasingly congested grid. These solutions have the potential to save the nation billions of dollars in excess power costs by unclogging transmission bottlenecks that prevent cheap electricity, much of it from wind and solar farms, from reaching places that need it. That could help curb skyrocketing utility bills for households and businesses.

The problem in the U.S. today is that these tools are almost exclusively deployed as pilot projects on one power line at a time. To achieve the big savings, multiple utilities and grid operators will need to use this tech in a coordinated way across the country’s region-spanning transmission networks.

OATI — with its decades of data and vast existing connections across the power industry — thinks it can catalyze that sort of large-scale deployment. It’s already enlisted a sizable group of partner organizations that have agreed to implement the new software add-ons, among them the grid operators California Independent System Operator, New York Independent System Operator, and Southwest Power Pool; the utilities Dominion Energy, Duke Energy, NextEra’s Florida Power & Light, PacifiCorp, and Portland General Electric; and the electricity cooperatives Great River Energy and Lakeland Electric.

John Engel, OATI’s associate vice president of strategic marketing, noted the company would bring significant matching funds to the table to deploy its software.

“What we can do is across 95% of North America,” Engel said. ​“There’s a speed and scale there that’s unique — and the [Trump] administration has said they want fast, durable, and cost-effective solutions.”

How does OATI’s tech work?

One of the key goals of OATI’s proposal is to deploy a version of a technology called dynamic line rating, or DLR. Over the past 20 years, DLR has evolved from devices that clip onto power lines, to sensors on transmission towers that monitor lines via optics and electromagnetics, to software-only approaches — like OATI’s — that use weather and grid data.

All these different methods have a common purpose: to determine the constantly changing true capacity of high-voltage power lines.

Quite often, that true capacity is greater than the traditional ​“static” ratings assigned to power lines, which don’t take weather and wind speed into account. For example, breezy conditions can cool lines, allowing them to safely carry more electrons at the same time that wind farms are generating the most energy.

Armed with this knowledge, operators can dispatch higher levels of power flows across parts of the grid they’d otherwise have to curtail. In a 2024 report, the DOE estimated that widely deployed DLR could increase existing grid capacity by roughly 80 gigawatts, saving billions of dollars in transmission infrastructure costs.

DLR in the U.S. has been hindered by a fractured regulatory landscape and the fact that transmission-owning utilities earn money by investing in new infrastructure, not by installing technology that makes their existing grids operate more efficiently. But players in Europe have been using the tech in a systematic way for more than a decade. Belgian grid operator Elia has achieved an average 30% increase on its transmission grid using DLR.

OATI, for its part, already has some experience tweaking line ratings based on weather, said Kevin Sarkinen, the company’s chief operations officer.

Back in 2021, federal regulators ordered all transmission operators to start using ambient adjusted ratings — essentially, hourly ratings based on daily temperature forecasts — by July 2025. OATI’s platform has already integrated those ratings into its transmission capacity calculations. ​“Now we’re adding in the capability for the DLRs,” Sarkinen said. That will bring in additional real-time data, like cloud cover, heating from the sun, and, most importantly, wind speed and direction, which have a huge impact on power line capacity.

The U.S. hasn’t been standing still on DLR. Deployments in Indiana, Minnesota, New York, Ohio, Pennsylvania, Texas, Virginia, and other states have shown the technology can significantly increase capacity on individual power lines.

But getting more headroom on one line only gets you so far on a networked grid that must operate as a unified whole. As a 2019 DOE report put it, ​“DLR has the potential to expand the Nation’s power highway system, but the exits and intersections must be capable of using that new capability for it to be worthwhile.”

OATI wants to leverage its broad customer base to make such an integration possible, Sarkinen noted. It will work the real-time DLR data into its software suite, which 95% of North American transmission operators use to share information about their available capacity and to manage the flow of power across networks.

The firm also plans to leverage its AI-informed Genie platform to boost the usefulness of all these figures. It’s been deploying that tech with California’s grid operator over the past two years, Engel said, processing large amounts of data to quickly decide how to safely reconfigure systems when power plants go offline or individual transmission lines are overloaded.

In this new use case, OATI’s Genie platform ​“looks at the modeling and coordination of these grid operators, and applies some AI technology to these coordination processes to increase the accuracy of the grid,” Sarkinen said. The AI applications allow for ​“constant assessment of how accurate your calculations were” as well as forecasting ​“if you want to make capacity available tomorrow or next week.”

OATI and its partners hope to start turning these technology deployments into real-world grid capacity improvements by the third and fourth years of their joint project, Sarkinen said. That’s practically light speed in the world of transmission, where construction of a single line can sometimes take decades.

The challenges of engineering a better grid

All this is easier said than done.

OATI may not get the DOE funding, although company executives said they plan to move forward with the initiative regardless.

And the project could face unforeseen technical hurdles and delays. The new features are still works in progress, and even though they are based on lots of data, dynamic line ratings are still just estimates. Utilities and grid operators will need to learn to trust the data for both real-time decisions and forecasts, since these organizations make commitments to transport energy hours, days, or even weeks in advance.

“We can’t perfectly predict the weather, and we have to integrate that uncertainty into how we operate the grid,” said Aidan Tuohy, director of R&D for transmission operations and planning at the Electric Power Research Institute, a nonprofit utility research organization that’s working on a range of grid-enhancing technology projects with partners including OATI. But the latest advances in AI are increasingly useful in ​“using past data to predict what’s going to happen,” he said, by cross-checking ongoing forecasts against historical data from grids operating under similar conditions.

A lack of confidence in these weather-based predictions is one of the main barriers to making the most out of DLR, said Georg Rute, CEO of Gridraven, a startup that’s deployed its technology across Finland’s national grid and relocated to Texas last year to support plans to expand in the U.S.

“What I hear from the engineers, who have a veto right at transmission companies to turn on DLR, is that they don’t have the confidence that the forecasts work,” he said. ​“That is the real blocker. It’s not so much the incentives or the regulation.”

But although sticking with the status quo may be simpler, all U.S. utilities and grid operators are under federal mandate to integrate grid-enhancing technologies into how they bring new power generation online and make long-term plans for expanding their grids — and to find near-term ways to manage strains caused by power demand from data centers.

Meanwhile, utilities are struggling to manage a ​“more complex grid, with more exchanges between regions, more data centers, more variable and distributed resources,” Tuohy said. ​“Having the data to make decisions is going to become increasingly important.”

A correction was made on June 10, 2026: This story originally misstated that OATI executives declined to comment on whether they would move forward with their grid-enhancing tech project without DOE funding. Executives have clarified they plan to move forward with the initiative regardless of whether it secures the federal funding.

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