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On vulnerable batteries, Canada’s about face, and France’s double down

Current conditions: New York City is digging out from upward of six inches of snow • Storm Emilia is deluging Spain with as much as 10 inches of rain • South Africa and Southern Australia are both at high risk of wildfires.
Last month, I told you about China’s latest attempt at fusion diplomacy, uniting more than 10 countries including France and the United Kingdom in an alliance to work together on the holy grail energy source. Over the weekend, The New York Times published a sweeping feature on China’s domestic fusion efforts, highlighting just how much Beijing is outspending the West on making the technology long mocked as “the energy source of tomorrow that always will be” a reality today. China went from spending nothing on fusion energy in 2021 to making investments this year that outmatch the rest of the world’s efforts combined. Consider this point of comparison: The Chinese government and private investors poured $2.1 billion into a new state-owned fusion company just the summer. That investment alone, the Times noted, is two and half times the U.S. Department of Energy’s annual fusion budget.
Still, the race between the two countries is heating up. Cumulative investment in fusion energy soared 30% between June and September to $15 billion, up from a little over $11 billion, according to a report by the European Union’s F4E Fusion Observatory written up by NucNet. That fusion is, as Heatmap's Katie Brigham has written, “finally, possibly, almost” arriving at the same time that data centers to power artificial intelligence are driving up electricity demand is fortuitous. Or, it would be, if AI doesn’t end up proving to be inflated by hype. On Friday, Wall Street showed jitters over the possibility that the bubble may burst, sending shares of companies such as Oracle and Nvidia plunging. It begs the question Katie raised in another story in September: What if we get fusion, but we don’t need it?
The South Korean battery manufacturer SK On canceled its partnership to work on electric vehicles with the Ford Motor Company, throwing the fate of the two companies’ three factories in the American Southeast into jeopardy. The announcement, E&E News reported, also casts doubt over the $9.6 billion loan the Biden administration gave the joint venture, known as Blue Oval SK. The collaboration came as American automakers teamed up with Korean battery companies to hasten the establishment of an EV supply chain. General Motors inked a deal with LG Energy Solution and Ford with SK On. But as sales of EVs flatline — due in part to President Donald Trump axing the federal tax credit for purchases of new electric vehicles — the nascent supply networks are withering on the vine. Ford isn’t down for the count, however. In August, as I wrote in the newsletter at the time, the company unveiled what it billed as its “Model T moment” for EVs, a whole new assembly line structure meant to scale up and iron out production of battery-powered cars.

Prime Minister Mark Carney has scrapped Canada’s carbon tax, inked major oil and gas deals, and pumped the brakes on a scheme to boost electric vehicle sales. Now the leader of the Liberal Party is facing blowback from allies and sustainability-minded executives who say the reversals put Canada’s net-zero goals out of reach. The former environment minister, Steven Guilbeault, quit the cabinet in protest, as have two founding members of the federal government’s Net Zero Advisory Body. “From a climate-science standpoint, this risks undermining the urgency of emissions reduction,” Paul Polman, the former chief executive of home-goods giant Unilever and a campaigner for sustainable capitalism, told the Financial Times. “Betting heavily on unproven massive-scale CCS [carbon capture and storage] and a cleaner-oil narrative while accelerating production ... seems like a gamble with global emissions targets, and with the credibility of net zero by 2050. Gambling with firm science does not seem smart to me.”
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Utility-scale battery storage systems are facing increased risk of cyberattack from hackers working either for governments or criminal groups. That’s according to a white paper from the consultancies Brattle Group and Dragos. Battery deployments are expected to grow by as much as 45% in the next five years, raising the need for new protections against digital meddling. “Battery storage systems are being used across the grid to enable the deployment of variable demand sources such as solar and wind,” Phil Tonkin, field chief technology officer at Dragos, told Utility Dive’s sister publication Cybersecurity Dive. “This growing dependence makes them an attractive target.” Even relatively small-scale attacks can have devastating consequences. A single outage involving a 100-megawatt system for four hours in the U.S. would cost up to $1.2 million in revenue, the report found. A large-scale cyber attack that takes out 3,000 megawatts for a day would take a $39 million toll on the economy. Dragos is currently tracking as many as 18 groups that “are known to pose a threat to the electrical grid.”
Canada may be taking a U turn on climate policy, but France just updated its National Low-Carbon Strategy with an end date for using fossil fuels. The document “foresees the end of oil use between 2040 and 2045,” France24 reported, with natural gas phasing out by 2050. France is far ahead of most developed countries toward decarbonizing its power system since the nation has generated the majority of its electricity from nuclear reactors since the late 20th century. Under the plan, the French government expected electricity consumption to increase as heat pumps replace furnaces and electric vehicles swap in for diesel cars. Renewables are expected to cover the increase in electricity production.
Conspiracy theorists who think condensation trails from airplanes are some kind of population-control chemical may have their hands full with the paranoia fodder that geoengineering efforts represent. But actual scientists at Leipzig University have made a discovery about contrails’ effect on warming. The researchers found that “hidden” contrails within naturally forming cirrus clouds — previously not factored into assessments — contribute up to 10% of the warming all contrails cause. “We now know that not only the visible contrails we see in the sky but also those that form within clouds need to be taken into account when assessing the impact of aviation on the climate,” Torsten Seelig, the study's lead author, said in a statement.
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Current conditions: Winter Storm Fern buried broad swaths of the country, from Oklahoma City to Boston • Intense flooding in Zimbabwe and Mozambique have killed more than 100 people • South Australia’s heat wave is raging on, raising temperatures as high as 113 degrees Fahrenheit.
The United States’ aging grid infrastructure faces a test every time the weather intensifies, whether that’s heat domes, hurricanes, or snow storms. The good news is that pipeline winterization efforts that followed the deadly blackouts in 2021’s Winter Storm Uri made some progress in keeping everything running in the cold. The bad news is that nearly a million American households still lost power amid the storm. Tennessee, Mississippi, and Louisiana were the worst hit, with hundreds of thousands of households left in the dark, according to live data on the Power Outage tracker website. Georgia and Texas followed close behind, with roughly 75,000 customers facing blackouts. Kentucky had the next-most outages, with more than 50,000 households disconnected from the grid, followed by South Carolina, West Virginia, North Carolina, Virginia, and Alabama. Given the prevalence of electric heating in the typically-warmer Southeast, the outages risked leaving the blackout region without heat. Gas wasn’t entirely reliable, however. The deep freeze in Texas halted operations at roughly 10% of the Gulf Coast’s petrochemical facilities and refineries, Bloomberg reported.
On Saturday, right before Winter Storm Fern began, the Department of Energy issued its first emergency order of the year to deploy backup generation in Texas in hopes of avoiding a repeat of Uri. As of Sunday evening, data from Electric Reliability Council of Texas, the state’s grid operator, showed natural gas providing nearly 60% of the electricity on the wires, with coal and wind neck-and-neck for second place and solar in a close fourth. It’s a relief that the grid is holding. But the overreliance on fossil fuels isn’t a good long-term strategy. While “climate change deniers love to use major winter storms as ‘proof’ that global warming isn’t real,” my colleague Jeva Lange wrote last week, “in the case of this weekend’s polar vortex, there is evidence that Arctic warming is responsible for the record cold temperature projections across the United States.”

The National Oceanic and Atmospheric Administration finalized a rule last week clearing the way for companies to apply for the right to mine the deep ocean floor. Under the new rules, applications for commercial and exploratory licenses are streamlined into a single process, cutting the number of required environmental assessments and public comment hearings in half. The day after the final rule came out, The Metals Company, the leading startup racing to collect mineral-rich nodules from largely unexplored depths of international waters, submitted an application to mine an area roughly twice the size of its original plans. “Nearly 50 years after this industry took shape, it’s ready to move forward,” the company told The New York Times. But opposition to deep-sea mining is mounting as environmentalists highlight the risk the industry poses to a scarcely understood and still remarkably untouched ecosystem. A corporate campaign to oppose deep sea mining just added the solar giant Sunrun to its petition, as I told you last week.
Tesla has officially discontinued Autopilot, its basic self-driving software, in the U.S. and Canada. All new car purchases now come with standard Traffic-Aware Cruise Control, Sawyer Merritt, a self-described Tesla investor with a prolific social media presence, wrote in a post on X. The move, according to TechCrunch, is designed to boost adoption of Tesla’s more advanced Full Self-Driving setting. But it’s also in response to a courtroom loss in the company’s biggest market. Last month, a judge in California ruled that Tesla engaged in deceptive marketing by overstaying the capabilities of both Autopilot and FSD for years. The California Department of Motor Vehicles, which originally brought the case, gave Tesla two months to comply with the ruling by dropping the Autopilot name.
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New York Governor Kathy Hochul is going all in on nuclear power. She started off last year at the helm of a new multi-state alliance working on building more reactors. Over the summer, she directed the state-owned power authority to oversee construction of New York’s first new reactor since the 1980s. More recently, she inked a deal with Ontario to work together on building new plants and expanded her target fivefold to 5 gigawatts of new atomic energy in the state. Now she’s backed something a little more traditional but no less important. Last week, the state’s utility regulators extended subsidies for existing nuclear plants by another two decades in hopes of keeping aging reactors open until at least 2049.
In Denmark, meanwhile, the government has officially started considering building small modular reactors and lifting the nuclear ban the parliament put into effect 40 years ago. “Green energy from solar and wind is now and will continue to be the backbone of the Danish energy supply, but we can also see that it cannot stand alone,” Lars Aagaard, Denmark’s climate, energy and utilities minister, said in a statement. “We must be open to examining whether other technologies can provide us with green energy in the future. Small modular nuclear reactors may be an option.”
Standard Nuclear, a startup producing TRISO atomic fuel required by several of the nation’s leading small modular reactor designs, has raised $140 million in Series A funding. The investment round was led by Decisive Point, with first-time backing from Chevron Technology Ventures, StepStone Group, and XTX Ventures. Several existing investors, including Fundomo, Andreessen Horowitz, and Crucible Capital, increased their stakes. The financing will support Standard Nuclear’s plans to expand TRISO production to over 2 metric tons per year at multiple sites across the country. The timeline, the company said, is “rapid” and will take place by mid-2026. “With this funding, we are positioned to accelerate our roadmap, scale operations, and deliver on the promise to fuel the next generation of reactors powering industry, defense, and space,” Kurt Terrani, Standard Nuclear’s chief executive, said in a statement.
While TRISO was invented decades ago, the fuel — which has extra layers of ceramic coating that are meant to make a meltdown virtually impossible — is making a comeback as the go-to material for next-generation reactors designed to reach higher temperatures by using coolants other than water. Standard Nuclear has also inked a deal with the nuclear recycling company SHINE Technologies to work on reprocessing radioactive waste into fresh fuel.
Years ago, at a lecture about the spread of Lyme disease in the New York area, I learned that opossums eat thousands of ticks every season. That information totally changed my perception of a rodent that previously creeped me out. Well, it turns out kestrels — colorful, predatory birds — serve a similar function on fruit farms. New research in the Journal of Applied Ecology suggests kestrels keep harmful pathogens off fruit by eating and scaring off small birds that carry those diseases. Orchards that housed the birds in nest boxes saw fewer cherry-eating birds than orchards without, translating to what Inside Climate News described as a 81% reduction in crop damage.
In some ways, fossil fuels make snowstorms like the one currently bearing down on the U.S. even more dangerous.
The relationship between fossil fuels and severe weather is often presented as a cause-and-effect: Burning coal, oil, and gas for heat and energy forces carbon molecules into a reaction with oxygen in the air to form carbon dioxide, which in turn traps heat in the atmosphere and gradually warms our planet. That imbalance, in many cases, makes the weather more extreme.
But this relationship also goes the other way: We use fossil fuels to make ourselves more comfortable — and in some cases, keep us alive — during extreme weather events. Our dependence on oil and gas creates a grim ouroboros: As those events get more extreme, we need more fuel.
This weekend, some 200 million Americans will be cranking up the thermostats in their natural-gas-heated homes, firing up their propane generators, or hitting icy roads in their combustion-engine cars as a major winter storm brings record-low temperatures to 35 states, knocks out power, and grinds air travel to a halt.
Climate change deniers love to use major winter storms as “proof” that global warming isn’t real. But in the case of this weekend’s polar vortex, there is evidence that Arctic warming is responsible for the record cold temperature projections across the United States.
“In the Arctic, in the winter, the ocean is much, much warmer than the atmosphere,” Judah Cohen, a climatologist at MIT and the author of a 2021 paper linking Arctic variability to extreme weather in the U.S., told me. Sea ice acts as an insulating layer separating the warmer ocean water from the frigid air. But as it melts — as it is doing every month of the year — “all of this heat can now be extracted out of the ocean.” The reduced temperature difference between the ocean and atmosphere creates wavy high-pressure ridges and low-pressure troughs that are favorable to the formation of polar vortices, which can funnel extreme cold air down over North America, as they seemingly did over Texas in 2021’s Winter Storm Uri, when 246 people died.
The exact mechanisms and interactions of this phenomenon are still up for debate. “I am in the minority that argues that there is causal link between a warm Arctic and cold continents,” Cohen added to me via email. “Most others argue that it is a coincidental relationship.” Still, scientists generally agree that extreme cold events will persist in a warming world; they’ll just become rarer.
Cold kills more people in the United States than heat, but curiously, warmer winters aren’t likely to significantly reduce these seasonal deaths. That’s because about half of the cases of excess mortality in winter are from cardiovascular diseases, which are, by nature, “highly seasonal,” Kristie Ebi, a professor of global health at the University of Washington, told me. “Since people began studying these, there are more of them in the winter than there are in the summer.” Researchers still aren’t sure why that is — though since the 1940s, we’ve known that people’s blood pressure, cholesterol, and even blood viscosity go up during the colder and darker months, perhaps due to changes in diet or exercise. That also appears to be the case regardless of climate or temperature, holding true whether you’re in Yellowknife or Miami.
In other words, “if seasonal factors other than temperature are mainly responsible for winter excess mortality, then climate warming might have little benefit,” Patrick Kinney, the director of Columbia University’s Climate and Health Program, wrote in Environmental Research Letters back in 2015. Extreme heat-related deaths, by contrast, have no ceiling, meaning global warming will result in more temperature-related deaths than it will prevent.
Our anthropogenically warmer winters could even prove to be more deadly in certain ways. Dana Tobin is a researcher at the Cooperative Institute for Research in Environmental Sciences at the University of Colorado Boulder who studies how weather affects traffic accidents. She’s found that driving in freezing rain is more dangerous than driving in snow “because of the ice glaze that it can produce on surfaces, especially those that are untreated,” she told me. As winters become warmer, there will, counterintuitively, be more ice on roads in many places, since freezing rain requires a bit of warm air before it hits the ground and becomes black ice.
Researchers working in Scandinavia have similarly found that as the atmosphere warms and more days hover around freezing, “there is a higher risk of icy conditions … which may lead to a predisposition to falls and road traffic accidents.” (As I’ve previously reported, milder winters might also make us even more depressed than very cold ones.)
There is something slightly karmic about the fact that cars become increasingly unsafe as the planet, warmed by their emissions, becomes more hazardous. But this connection gets even bleaker when carbon monoxide poisoning is factored in.
On Thursday, the North American Electric Reliability Corporation issued a statement warning that “much of North America is at an elevated risk of having insufficient energy supplies to meet demand in extreme operating conditions,” including “advancing winter weatherization of power plants and fuel acquisition to enable operations during cold temperatures.” Heavy ice can also snap branches above power lines, causing local outages.
When the power goes out or the gas lines freeze, desperate people will do anything to stay warm. That includes, in tragic cases, running improperly vented generators or plugging in propane heaters indoors, which can produce odorless and colorless CO — instead of the usual water and carbon dioxide — when fossil fuels don’t burn correctly. Accidental carbon monoxide poisoning is on the rise in the United States due to the proliferation of such appliances amid increasingly frequent extreme weather events, jumping 86% between 2012 and 2022. That’s even as, worldwide, carbon monoxide poisoning is decreasing.
Snow and ice are among the most dangerous weather conditions in the U.S., and people should take warnings of “life-threatening conditions” at face value. Tobin, the traffic researcher, stressed that one of the best protections from winter weather hazards is knowledge alone. “I believe the best thing that we can do when it comes to messaging to protect drivers from hazards is to empower motorists to make educated and informed decisions for their own safety and the safety of others,” she told me.
Winter storms highlight the entangled nature of our dependence on fossil fuels. We can’t separate extreme weather events from the energy required to survive them. But the dark irony is that, as the planet becomes more volatile, the most dangerous fossil fuels might be the ones meant to keep us warm and get us back home.
The cloak-and-dagger approach is turning the business into a bogeyman.
It’s time to call it like it is: Many data center developers seem to be moving too fast to build trust in the communities where they’re siting projects.
One of the chief complaints raised by data center opponents across the country is that companies aren’t transparent about their plans, which often becomes the original sin that makes winning debates over energy or water use near-impossible. In too many cases, towns and cities neighboring a proposed data center won’t know who will wind up using the project, either because a tech giant is behind it and keeping plans secret or a real estate firm refuses to disclose to them which company it’ll be sold to.
Making matters worse, developers large and small are requiring city and county officials to be tight-lipped through non-disclosure agreements. It’s safe to say these secrecy contracts betray a basic sense of public transparency Americans expect from their elected representatives and they become a core problem that lets activists critical of the data center boom fill in gaps for the public. I mean, why trust facts and figures about energy and water if the corporations won’t be up front about their plans?
“When a developer comes in and there’s going to be a project that has a huge impact on a community and the environment – a place they call home – and you’re not getting any kind of answers, you can tell they’re not being transparent with you,” Ginny Marcille-Kerslake, an organizer for Food and Water Watch in Pennsylvania, told me in an interview this week. “There’s an automatic lack of trust there. And then that extends to their own government.”
Let’s break down an example Marcille-Kerslake pointed me to, where Talen Energy is seeking to rezone hundreds of acres of agricultural land in Montour County, Pennsylvania, for industrial facilities. Montour County is already a high risk area for any kind of energy or data center development, ranking in the 86th percentile nationally for withdrawn renewable energy projects (more than 10 solar facilities have been canceled here for various reasons). So it didn’t help when individuals living in the area began questioning if this was for Amazon Web Services, similar to other nearby Talen-powered data center projects in the area?
Officials wouldn’t – or couldn’t – say if the project was for Amazon, in part because one of the county commissioners signed a non-disclosure agreement binding them to silence. Subsequently, a Facebook video from an activist fighting the rezoning went viral, using emails he claimed were obtained through public records requests to declare Amazon “is likely behind the scenes” of the zoning request.
Amazon did not respond to my requests for comment. But this is a very familiar pattern to us now. Heatmap Pro data shows that a lack of transparency consistently ranks in the top five concerns people raise when they oppose data center projects, regardless of whether they are approved or canceled. Heatmap researcher Charlie Clynes explained to me that the issue routinely crops up in the myriad projects he’s tracked, down to the first data center ever logged into the platform – a $100 million proposal by a startup in Hood County, Oregon, that was pulled after a community uproar.
“At a high level, I have seen a lack of transparency become more of an issue. It makes people angry in a very unique way that other issues don’t. Not only will they think a project is going to be bad for a community, but you’re not even telling them, the key stakeholder, what is going on,” Clynes said. “It’s not a matter of, are data centers good or bad necessarily, but whether people feel like they’re being heard and considered. And transparency issues make that much more difficult.”
My interview with Marcille-Kerslake exemplified this situation. Her organization is opposed to the current rapid pace of data center build-out and is supporting opposition in various localities. When we spoke, her arguments felt archetypal and representative of how easily those who fight projects can turn secrecy into a cudgel. After addressing the trust issues with me, she immediately pivoted to saying that those exist because “at the root of it, this lack of transparency to the community” comes from “the fact that what they have planned, people don’t want.”
“The answer isn’t for these developers to come in and be fully transparent in what they want to do, which is what you’d see with other kinds of developments in your community. That doesn’t help them because what they’re building is not wanted.”
I’m not entirely convinced by her point, that the only reason data center developers are staying quiet is because of a likelihood of community opposition. In fairness, the tech sector has long operated with a “move fast, break things” approach, and Silicon Valley companies long worked in privacy in order to closely guard trade secrets in a competitive marketplace. I also know from my previous reporting that before AI, data center developers were simply focused on building projects with easy access to cheap energy.
However, in fairness to opponents, I’m also not convinced the industry is adequately addressing its trust deficit with the public. Last week, I asked Data Center Coalition vice president of state policy Dan Diorio if there was a set of “best practices” that his large data center trade organization is pointing to for community relations and transparency. His answer? People are certainly trying their best as they move quickly to build out infrastructure for AI, but no, there is no standard for such a thing.
“Each developer is different. Each company is different. There’s different sizes, different structures,” he said. “There’s common themes of open and public meetings, sharing information about water use in particular, helping put it in the proper context as well.”
He added: “I wouldn’t categorize that as industry best practice, [but] I think you’re seeing common themes emerge in developments around the country.”