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In a major leap toward commercial fusion energy, Washington-based Helion has begun site work on its first fusion power plant, Orion. The move marks a defining moment for both Helion and its key partner, Microsoft.

In 2023, Helion signed the world’s first power purchase agreement (PPA) for fusion energy, committing to supply electricity to Microsoft once the plant is operational. Located in Chelan County, Washington, the site was selected for its easy access to power transmission and its legacy of energy innovation.

This project represents a significant step in Helion’s mission to bring fusion electricity to the grid by 2028. Constellation Energy will serve as the power marketer. Now, with construction efforts underway, Helion is staying on track to meet the 2028 target.

helion fusion
Source: Helion

Helion’s Fusion Breakthrough: A Clean Energy Milestone

Fusion energy—the process that powers the sun—has long been viewed as the ultimate solution to the world’s energy needs. It offers virtually unlimited, clean energy without carbon emissions or long-lived radioactive waste. If Helion succeeds in delivering fusion electricity to the grid, it could mark a paradigm shift in how the world powers itself.

Over the past decade, Helion has built six fusion prototypes and made steady technical progress through rapid iteration and testing. Its sixth machine, Trenta, made history by achieving a fuel temperature of 100 million degrees Celsius—considered the minimum threshold for fusion to become commercially viable.

Now, Helion is constructing its seventh and most advanced prototype, Polaris. This machine is expected to go further than any before it: demonstrating not just fusion reactions, but also the first electricity produced directly from fusion.

Polaris: A Critical Step Toward Commercial Fusion

Polaris represents a major step in Helion’s roadmap to build a zero-carbon fusion generator. It will improve upon previous machines in several key ways:

  • Higher Frequency Pulses: Polaris is designed to pulse faster than Trenta, allowing more frequent fusion reactions.
  • Stronger Magnetic Fields: Enhanced magnets will provide improved plasma confinement, essential for sustaining the extreme conditions needed for fusion.
  • Direct Electricity Generation: Unlike traditional fusion designs that rely on steam turbines, Polaris is built to demonstrate direct electricity generation from fusion reactions, a critical innovation for scalable deployment.

If successful, Polaris will become the first fusion machine—public or private—to show that fusion can generate electricity in a compact system. Its success will provide the foundation for Orion, the first commercial-scale plant aiming to deliver fusion electricity to Microsoft and the wider grid.

polaris fusion
Source: Helion Energy

From Permits to Power: Orion Prepares to Energize the Grid

Helion began building the Orion facility on leased land from the Chelan County Public Utility District. The project cleared Washington’s rigorous environmental review process, receiving a Mitigated Determination of Non-Significance (MDNS) under SEPA guidelines.

Since 2023, Helion has actively collaborated with government agencies, Tribal Nations, and local stakeholders to prepare for the construction and operation phases. The company’s transparent approach to permitting and community engagement has helped smooth the path for the project.

After a one-year ramp-up period, the fusion power plant is expected to generate at least 50 megawatts (MW) of electricity. If successful, the Orion project could fast-track fusion’s role in global clean energy supply—years ahead of other industry projections.

Microsoft’s Energy Shift: From Solar to Fusion and Fission

Helion’s fusion energy isn’t the only clean power solution Microsoft is betting on. As the tech giant races to meet its ambitious climate goals to become carbon negative by 2030, it has also turned to traditional nuclear energy. The growing power demands of artificial intelligence (AI) and cloud computing have made constant, reliable energy a top priority.

While wind and solar remain crucial parts of Microsoft’s strategy but their intermittency creates challenges for powering massive data centers around the clock.

That’s where nuclear energy enters the equation. Microsoft has invested in multiple nuclear projects, including a 20-year PPA to purchase power from the restarted Three Mile Island nuclear facility in Pennsylvania. This deal alone will supply over 800MW of carbon-free electricity to Microsoft’s operations starting in 2028.

Microsoft MSFT emissions
Source: Microsoft

AI and the Rising Demand for Energy

Microsoft’s clean energy push is largely driven by surging electricity needs tied to AI development and cloud infrastructure. Industry analysts expect data center energy use to double by 2028, fueled by generative AI technologies and hyperscale computing. Between 2020 and now, Microsoft’s total energy use rose by 168%, driven by a 71% increase in revenue and significant expansion in its cloud operations.

At the same time, Microsoft’s emissions have gone up by 23.4% compared to its 2020 baseline. While this rise is modest relative to the company’s operational growth, it underscores the difficulty of decarbonizing at scale. Fusion and nuclear energy offer Microsoft a path forward—delivering stable, 24/7 clean electricity that wind and solar alone can’t guarantee.

Supporting Innovation and Clean Energy Leadership

The tech giant is becoming a leader in reshaping the nuclear and fusion energy industry. The company signed its first large-scale nuclear PPA with the Crane Clean Energy Center in 2024. That agreement will enable the restart of an 835MW nuclear plant in Pennsylvania, retired in 2019. The plant’s return will inject new clean energy into the PJM power grid, one of the largest in the U.S. and critical to Microsoft’s East Coast data centers.

By partnering with emerging fusion firms like Helion and supporting small modular reactor (SMR) projects, Microsoft is also fueling innovation in next-generation nuclear technologies. These efforts don’t just benefit Microsoft—they send a strong signal to markets, encouraging other corporations to invest in scalable, zero-carbon power solutions.

In fact, Microsoft’s influence is already visible across the energy sector. Its clean energy strategy is helping revive shuttered nuclear facilities, create local jobs, and guide public policy toward advanced carbon-free solutions.

Economic and Community Benefits

The economic ripple effects of Microsoft’s nuclear partnerships are expected to be substantial. Reviving plants like Three Mile Island will bring billions of dollars in investment and long-term job creation to surrounding communities. These projects also help maintain grid stability as power demand continues to grow.

Moreover, Helion’s Orion project could turn Chelan County into a global showcase for fusion innovation. If Polaris succeeds in producing electricity, Helion would not only lead the private fusion race but also bring global attention to the Pacific Northwest as a clean tech hub.

How Big Tech Is Reshaping the Clean Energy Landscape

Alongside Microsoft, Amazon, Google, and Meta are the hyperscalers driving renewable and nuclear energy adoption. As projected by S&P Global Insights, collectively, these tech giants have amassed more than 84 gigawatts of clean energy capacity across 29 countries. This scale is transforming global corporate energy markets, shifting clean energy from a sustainability perk to a business necessity.

Additionally, Microsoft has also joined influential advocacy groups like the Fusion Industry Association and the U.S. Nuclear Industry Council (USNIC), strengthening its voice in policy and industry discussions around the future of energy.

NUCLEAR

The partnership between Helion and Microsoft is more than a fusion pilot—it’s a turning point for nuclear energy innovation. As the Orion plant moves forward, it could accelerate the arrival of commercial fusion while giving Microsoft a reliable, zero-carbon energy source to support its rapidly growing AI infrastructure.

The post Microsoft (MSFT) to Get Fusion Power as Helion Energy Kicks Off Orion Plant Construction appeared first on Carbon Credits.

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McKibben opts for a small-tent climate movement

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A few months ago I went to a climate change forum at the Center for Brooklyn History. The panel I attended, “Confronting Climate Change: Understanding Deniers,” featured the prominent climate activist, Bill McKibben.

Bill McKibben. Courtesy https://billmckibben.com/.

I was curious to hear McKibben’s take on climate change deniers. I don’t regard the true deniers as a big problem – they’re only 11-15% of our country, according to most polls. Rather, I wondered if McKibben would label as “climate deniers” people who agree that climate change is a significant problem but disagree with his framing and his proposed solutions. I have worked for decades on energy and climate matters as an energy lawyer. Now, more than ever, I believe that to address climate change we need to build a big tent.

In the Q&A I tested where McKibben is on this by asking if he would label as a climate denier someone who subscribes to the main tenets of climate change science yet holds that natural gas has a role to play as a bridge fuel. (Our exchange starts at 1:12:45 of the video.)

This could have been a chance for McKibben to make clear that such a view isn’t climate denialism, even if he feels it’s misguided. But he punted, saying “I don’t care whether they’re deniers or not.” For good measure, he threw in his long-standing refrain that swapping coal for natural gas makes climate change worse, despite coal’s far higher carbon content per unit of energy.

674-MW methane-powered generating station, Salem, MA.

As you can hear in the recording, McKibben’s claim that gas is worse than coal draws on the work of Cornell scientist Robert Howarth. Yet McKibben didn’t mention that Howarth’s work is controversial and disputed by many scientists. The crux of the dispute is whether methane’s impact on warming should be measured with a 20-year or 100-year time frame.

Methane is a relatively short-lived greenhouse gas, with a lifetime of around 10 years, versus the 100-year life applicable to carbon dioxide. But each ton of methane is far more potent while in the atmosphere, trapping roughly 100 times as much heat as a ton of CO2. These cross-cutting facts about atmospheric methane — shorter life but greater potency than CO2 — have resulted in two opposing camps: one insisting on a 20-year timeframe for greenhouse gas accounting, the other adhering to the established 100-year frame. This matters because with a 20-year timeframe, generating electricity with natural gas (which, chemically speaking, is essentially all methane) is more damaging to climate than coal-fired electricity.

McKibben blew past this dispute. To hear him at the Center for Brooklyn History, one would have no inkling that there’s an active disagreement over which timeframe to use, that there are staunch climate activists who favor the 100-year time frame, and that the Intergovernmental Panel on Climate Change  (IPCC) generally uses the 100-year timeframe.

McKibben’s latest (2025) book. Published by W.W. Norton & Company.

McKibben also insisted that a discussion about natural gas’s potential role in mitigating climate change as a replacement for coal is irrelevant because solar “is now our cheapest resource.” McKibben’s claim, of course, suffuses “Here Comes the Sun,” his 2025 book that extols solar power as the cheapest solution for all of our energy needs. But this too is questionable, because it’s based on cost comparisons between solar farms and natural gas power plants (or nuclear power plants) that fail to consider that electricity supply and delivery is a complex system of wires and plants rather than individual power plants. Based on his remarks, McKibben is choosing to ignore studies such as the comprehensive 2025 report from the Clean Air Task Force that concluded that plant-level cost comparison “is a good metric to track historical technology cost evolution [but] is not an appropriate tool to use in the context of long-term planning and policymaking for deep decarbonization.” And the task force is not alone in finding that when electricity is treated as a system, solar loses its place as the cheapest low-carbon resource.

The dogmatism McKibben displayed at the Brooklyn meeting was unfortunate. We’re in a time when efforts to combat climate change are in retreat. A unified front is required to turn the tide. Instead of doubling down on absolutist positions, activists like McKibben who seem convinced that the solution to climate change is all-renewables, end of discussion, should be seeking common ground with others who want climate action but believe that nuclear power and natural gas must also play a role.

NYC Climate March, Sept 17, 2023. Photo: C. Komanoff.

Climate change activists need to build a bigger tent, rather than call anyone who disagrees with their positions a climate change denier. It is striking that McKibben stuck to his guns after saying in the same talk that the most important goal for everyone right now is to help climate change realists win more House and Senate seats in this year’s midterms. As some have noted, an absolutist position on natural gas appears less likely to achieve that win and politicians are following that advice.

Will McKibben evolve? He has demonstrated that he knows how to build a national climate movement centered around issues like divestment. Given the current political situation, he should focus on building an even bigger tent by welcoming all of the 85% who believe that we need to address climate change but do not agree with his ideological positions.

Rich Miller is an energy lawyer who has worked for a variety of stakeholders and now gives walking tours in lower Manhattan on the history of electricity. 

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Rebranding ‘Balcony Solar’ as ‘Guerrilla Solar’ won’t lift its climate value.

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Image generated with Claude. Why have we juxtaposed a bicycle with balcony solar? Read on.

First it was Plug-In Solar. Then it was Balcony Solar. Now it’s Guerrilla Solar, at least according to Inside Climate News, which yesterday proclaimed that The ‘Guerrilla Solar’ Era Has Arrived.

“It,” of course, is Modular solar panels. They’re the hot new photovoltaic solution: cheap enough to buy at Home Depot, easy to hang or prop to catch maximum rays, and small enough to fit on a balcony (if you’ve got one) and plug into your “home grid.” But, alas, too meager a generator of electricity to be more than a bit player in decarbonizing most U.S. homes.

How do I know? I’ve done the math.

A standard, lower-end 220-watt balcony solar array will produce 337 kilowatt-hours a year, or 28 kWh a month averaged over the course of a year. That’s for a 220W unit measuring 3.5 feet by 3.5 feet. (220W x 1/1000 x 17.5% x 8760 hours per year = 337 kWh. Calculation assumes a 17.5% full-year capacity factor, which is arguably generous for New York, where I live. )

Our balcony solar mashup. Top: an install in Germany. Bottom: Home Depot advert.

A typical U.S. home consumes 10,500 kWh a year, or 28 to 29 kWh per day, says Solartech, drawing on U.S. Energy Information Administration data. That puts a home’s daily power needs on par with a balcony solar unit’s monthly output. In effect, once each month the balcony array gifts a homeowner or renter a bit more than day’s full complement of electricity. And earth’s atmosphere gets the same respite: a 3 percent reduction in carbon emissions caused by the home’s electricity usage.

(The 3 percent figure could also be calculated directly by dividing 337 kWh per year of solar production by 10,500 kWh per year to run the home. For bigger or smaller arrays, just prorate your assumed wattage by my 220W; for 440W, say, double my figures.)

Balcony Solar metrics

Why write about balcony solar if it’s so inconsequential? CTC’s mission includes puncturing would-be climate balloons before they ascend too far. In the same vein, we practice quantification to make clear what does and doesn’t move the climate needle. (More on that further below.)

The best way to depict balcony solar’s climate value is to express it in terms of tangible metrics. We’ve selected two. Both assume the basic, lower-end PV array I assumed at the top: a 3.5 foot-square array whose peak output is 220 watts.

1. It would take 50 million 220W balcony solar units (bsu’s) to restore the climate benefit we destroyed in 2020-2021 when we shut the high-performing Indian Point nuclear power plant 32 miles from Midtown Manhattan.

2. A single person cutting back their driving by a mile a day would provide the same climate benefit over the course of a year as a single 220W bsu.

(Calculations in sidebar. Now you know why we led with images of an urban dweller as cyclist and balcony solar user.)

Yes, it’s dense — as befits a sidebar. The numbers tell a story. Follow the color co-ordination.

Ponder that: It would take fifty million smallish bsu’s to level up to the fossil fuel carbon emissions that Indian Point was keeping at bay by supplying the New York City area year in and year out with abundant carbon-free power. Deploying that many balcony solar units would entail 10 bsu’s for each of the 5 million households in the MTA’s service territory. (The Metropolitan Transportation Authority provides subway, bus and commuter rail transit in the five boroughs and seven suburban counties.) Or, if those same households upgraded to 1100-watt bsu’s, collectively they would still make up only half of the lost Indian Point power.

The second comparison, involving driving, is perhaps trickier to grasp but more interesting, since it relates to people’s behavior. Living differently isn’t part of public discourse, at least not in the USA, and especially when what’s being served up is using less. But “reducing,” as we might call it (remember “Reduce, Reuse, Recycle”? or, “Insulate, then Insolate”?) is just as potent for cutting emissions as switching to renewables — even more so when the reducing means driving less, considering the multitude of benefits that accrue from diminishing cars’ imprints on our communities. Still, staying on topic: driving just one fewer mile per day brings about the same shrinkage in carbon emissions as deploying one 220W solar array.

What Balcony Solar boosters are really saying

To be fair, our friends at Inside Climate News and, yes, The New York Times appear to be trying to modulate their balcony solar enthusiasm.

ICN‘s Dan Gearino, whom we cited up front, said he looked to Germany, the birthplace of balcony solar, to see if the units made sense for U.S. households. His takeaway: “It may make more sense financially to spend the cost of plug-in solar on insulation, air sealing or other basic measures to reduce energy use.” Hooray: insulate before you insolate.

Gearino helpfully interviewed renewables guru (and U.S. emigré) Craig Morris, who currently heads Germany’s plug-in solar trade association, Bundesverband Steckersolar. To Morris, balcony solar’s main advantages are that it provides power without taking up land, and that it affords people a way to “become participants in the transition to clean energy.” Behold, guerrilla solar. That, in turn, bolsters “the political consensus that supports the transition.” But Morris also made clear that widespread adoption of plug-in solar would only meet “about 2 percent of Germany’s electricity demand.”

Morris’s “about 2 percent” feels right for Germany. But not for the U.S., where widespread adoption of virtually any individual carbon alternative seems forever out of reach, and where the energy pie is so much larger — think giant fridges, freezers for beer, steroidal homes bursting with piles of powered toys, not to mention industrial and institutional electricity use that Morris correctly excluded from his figure.

Don’t forget to micro-dose. NYT headline + image for David Wallace-Wells’ guest essay (see text). Image by Rui Pu.

Both Gearino and Morris seem more measured than climate journalist Robinson Meyer, founding editor of Heatmap and frequent contributor to The Times, where he wrote about balcony solar in mid-June.

“New zero-carbon power kits will allow Americans to make their own energy choices,” declares the callout to the print version of Meyer’s NYT guest essay, The Tiny Solar Panel That Could Change America. (The even more expansive print headline invites us to “Forget Roofs. Backyard Solar Is the Next Frontier.”)

Wallace-Wells is of two minds. He calls balcony solar “a small way that apartment- and condo-dwelling Americans can take ownership of their energy choices and cut down their pollution on the margins.” No quarrel there, thanks to his qualifiers “small” and “on the margins.” Earlier, though, he opines that balcony solar units “have the potential to change how Americans understand and consume energy,” But read further and you’ll again see Wallace-Wells cautioning that “Balcony solar will play one small role in [the] drama” of transiting to the new world of clean, abundant energy.

Any such caveats are welcome these days, amid widespread solar hoopla. Still, it doesn’t seem to be in Wallace-Wells’ toolkit — or that of Inside Climate News and other mainstream climate journalists — to tutor their audiences as to the  true limits of balcony solar and other panaceas. Just like it wasn’t in their field of vision a decade ago to lay out the true stakes of shutting Indian Point as Riverkeeper was singing its siren song.

What’s Next for NY Balcony Solar

Meantime, as Canary Media reported recently (and helpfully), New Yorkers concerned with climate and affordability are waiting for NY Gov. Kathy Hochul to sign the recently passed SUNNY (Solar Up Now New York) Act legalizing balcony and other plug-in solar. It would be head-spinning (and politically suicidal) if she didn’t, given near-universal support ranging from Con Edison to DSA Assembly Member Emily Gallagher, who told Canary Media, “This is the most popular bill I’ve [ever] worked on.”

My guess is that Hochul is waiting for the right moment, and perhaps the right “package,” that can advance and not undercut her push to launch five large new nuclear power plants around the state — one to be built by the public New York Power Authority, the others to be constructed and operated privately. A little bit of math, a la what we offered here a la Indian Point, might help her out.

The governor also must manage the veritable hot potato of her deferred implementation of the landmark 2019 Community Leadership and Climate Protection Act. She might do well to consider jettisoning the act’s unwieldy cap-and-invest centerpiece in favor of a straight-up carbon tax (with the revenues distributed pro rata to the state’s households) in its place. That, far more than balcony (or guerrilla) solar, could blow open the door to the “innovations and technologies we cannot yet imagine” that Wallace-Wells fantasized about in his Times essay.

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The new SBTi Corporate Net-Zero Standard: what it means for business

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On 11 June 2026, the Science Based Targets initiative (SBTi) published the most substantial revision of its flagship corporate framework since its introduction. The SBTi Corporate Net-Zero Standard Version 2.0 takes effect on 1 February 2027 and reshapes the way companies approach their net-zero targets.

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