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On Interior’s denial, ethane exports surge, and Spain’s grid fears

Current conditions: A major Pacific storm is drenching California and bringing several inches of snow to Montana, Idaho, and Wyoming • A tropical storm in the Atlantic dumped nearly a foot of water on South Carolina over three days • Algeria is roasting in temperatures of more than 105 degrees Fahrenheit.
The Department of Energy notified workers in multiple offices Friday that they were likely to be fired or reassigned to another part of the agency, E&E News reported Tuesday. Staffers at the Office of Clean Energy Demonstrations and the Office of State and Community Energy Programs received notices stating that the offices would “be undergoing a major reorganization and your position may be reassigned to another organization, transferred to another function or abolished.” Still, the notice said “no determination has been made concerning your specific position” just yet.
At least five offices received “general reduction in force notices,” as opposed to official notification of a reduction in force, according to a Latitude Media report. These included the Office of Clean Energy Demonstrations, the Office of Energy Efficiency and Renewable Energy, the Office of State and Community Energy Plans, and the Office of Fossil Energy. Nearly 200 Energy Department employees received direct layoff notices.
Catastrophic floods brought on by the remnants of a typhoon devastated the Alaska Native village of Kipnuk on Sunday. Five months ago, the Trump administration canceled a $20 million grant intended to protect the community against exactly this kind of extreme flooding, The New York Times reported Tuesday. The grant from the Environmental Protection Agency was meant to stabilize the riverbank on which Kipnuk is built. But in May, the agency yanked back the Biden-era grant, which EPA Administrator Lee Zeldin said was “no longer consistent” with the government’s priorities. In a post on X, Zeldin said the award was part of "wasteful DEI and Environmental Justice grants,” suggesting the funding was part of an ideological push for diversity, equity, and inclusion rather than a practical infrastructure boost to an Indigenous community facing serious challenges.
Zealan Hoover, a Biden-era senior adviser at the EPA, accused Zeldin of using “inflammatory rhetoric” that misrepresented the efforts in places like Kipnuk. “For decades, E.P.A. has been a partner to local communities,” Hoover said. “For the first time under this administration, E.P.A. has taken an aggressively adversarial posture toward the very people and communities that it is intended to protect.”
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Late last Thursday, Heatmap’s Jael Holzman observed that the status of the 6.2-gigawatt Esmeralda 7, the nation’s largest solar project, had changed on the Bureau of Land Management’s website to “canceled.” The news sent shockwaves nationwide and drew blowback even from Republicans, including Utah Governor Spencer Cox, as I reported in this newsletter. Now, however, the bureau’s parent agency is denying that it made the call to cancel the project. “During routine discussions prior to the lapse in appropriations, the proponents and BLM agreed to change their approach for the Esmeralda 7 Solar Project in Nevada,” a spokesperson for the Department of the Interior told Utility Dive. “Instead of pursuing a programmatic level environmental analysis, the applicants will now have the option to submit individual project proposals to the BLM to more effectively analyze potential impacts.”
That means the project could still move forward with a piecemeal approach to permitting rather than one overarching approval, which aligns with what one of the developers involved told Jael last week. A representative for NextEra said that it is “in the early stage of development” with its portion of the Esmeralda 7 mega-project, and that the company is “committed to pursuing our project’s comprehensive environmental analysis by working closely with the Bureau of Land Management.” Still, the move represents a devastating setback for the solar installation, which may never fully materialize.

U.S. exports of ethane, a key petrochemical feedstock extracted from raw natural gas during processing, are on track for “significant growth” through 2026, according to new analysis from the Energy Information Administration. Overseas sales are projected to grow 14% this year compared to the previous year, and another 16% next year. Ethane is mostly used as a feedstock for ethylene, a key ingredient in plastics, resins, and synthetic rubber. China has been the fastest growing source of demand for American ethane in recent years, rising to the largest single destination with 47% of exports last year.
Spain’s electricity-grid operator shrugged off concerns of another major blackout after detecting two sharp voltage variations in recent weeks. Red Electrica, which operates Spain’s grid, said that what The Wall Street Journal described as “recent voltage swings” didn’t threaten to knock out the grid because they stayed within acceptable limits. But the operator warned that variations could jeopardize the electricity supply if the grid didn’t overhaul its approach to managing a system that increasingly relies on intermittent, inverter-based generating sources such as solar panels. Red, which is 20% owned by the Spanish government, acknowledged that the high penetration of renewables was responsible for the recent fluctuations. Among the changes needed to improve the grid: real-time monitoring, which Heatmap’s Matthew Zeitlin noted in April “is necessary because traditionally, grid inertia is just thought of as an inherent quality of the system, not something that has to be actively ensured and bolstered.”
It’s not just Spain facing blackouts. New York City will have a power deficiency equivalent to the energy needed to power between 410,000 and 650,000 homes next summer — and that number could double by 2050, the state’s grid operator warned this week in its latest five-year report. “The grid is at a significant inflection point,” Zach Smith, senior vice president of system and resource planning for NYISO, said in a statement to Gothamist. “Depending on future demand growth and generator retirements, the system may need several thousand megawatts of new dispatchable generation within the next 10 years.”
Sodium-ion batteries are all the rage, as Heatmap’s Katie Brigham reported yesterday about the commercial breakthrough by the startup Alsym. But a major challenge facing sodium-ion batteries compared to lithium-ion rivals is the stability of the cathode material in air and water, which can degrade the battery’s performance and lifespan. A new study by researchers at Tokyo University of Science found that one ingredient can solve the problem: Calcium. By discovering the protective effects of calcium doping in the batteries, “this study could pave the way for the widespread adoption” of sodium-ion batteries.
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Deciding what counts as a heat death is more difficult than it sounds.
Just last month, a heat wave killed an estimated 2,700 people in France. Think about that for a second: 2,700 people. That’s equivalent to the mortality of two Hurricane Katrinas or 10 Hurricane Sandys. In France, where there were roughly 970 murders in 2024, the heat wave killed more people in two weeks than almost three years’ worth of homicides.
But unlike floods, hurricanes, tornadoes, or murders, heat doesn’t leave behind much of a crime scene. Although heat kills people in obvious, direct ways like heat stroke, it also puts enormous strain on our hearts and kidneys as our bodies work to keep our internal temperature at 98.6 degrees Fahrenheit. Heart attacks spike during heat waves because vasodilation diverts blood to the skin’s surface to cool it down, in the process lowering blood pressure and forcing the heart to work harder and faster to circulate oxygen. Deaths from renal diseases also jump during periods of high temperatures due to severe dehydration and restricted blood flow to the kidneys.
“Let’s say you have two people with underlying heart disease; somebody has a heart attack versus somebody has a heart attack because it’s too hot,” Kristie Ebi, an epidemiologist at the University of Washington and an expert on heat-related mortality, explained to me. “Will the second one be recorded as a heat death or will it just be recorded as a heart attack? Frankly, when both go into the emergency department, the number one goal is to save a life — it’s not necessarily to record whether it was because of temperature.”
But if physicians don’t code the second heart attack as a heat death— a procedure designed for insurance and billing rather than getting to the root of underlying environmental conditions — then the headline number of heat wave-related deaths will almost certainly be an undercount. In Washington during the 2021 heat dome, for example, the state health department initially reported that 129 people died from the temperatures. But later analyses compared the overall number of people who died that week in the state to the average number of people who died during the same week from 2013-2019 and concluded that there were 485 “additional” deaths compared to what would have been expected during normal early summer conditions.
Those 485 deaths are called “excess deaths,” and the number offers a broader picture of who actually dies from a heat wave. The tally captures not only those heart attacks that are coded by physicians and medical examiners as caused by the heat, but also the ones the state may have overlooked or discounted. Air pollution deaths, homicides, drownings, and accidents, for example — all of which also spike in relation to heat waves — show up. As one epidemiologist explained it to the Seattle-area NPR affiliate KUOW, a boating death might count as an excess heat death, too, because while “not directly attributable to heat in the sense of heat stroke … it arguably is attributable to heat in the sense that had it not been hot, they would not have gone out.”
Excess death analyses are also methodical in what they don’t count. “After a heat wave, there’s a deficit in the number of deaths, which means that the heat wave brought forward deaths that would have occurred anyway,” Ebi told me. The analyses also take those into account to model only the “true” excess events. This, at least, is relatively simple in scope: The advantage of heat waves for mortality accounting is that they don’t have the long tails associated with hurricanes and other weather-related tragedies. “Deaths occur over a few days of a heat wave, and then it’s over,” Ebi added.
But the calculation, while relatively straightforward, has its critics, too. “The limitation of that approach is that it doesn’t actually quantitatively attribute that excess mortality to the heat,” Christopher Callahan, a climate scientist and assistant professor at Indiana University Bloomington, told me. Take the boating accident example: Maybe if it’d been a regular summer day, the enthusiast still would have taken his pontoon out and had all those beers. Maybe during the heat wave it was also smoky, and that caused some of the excess deaths. There’s also the possibility that the baseline number of deaths already includes some baked-in heat-related deaths, obscuring the cumulative total.
A third approach, favored by academics — and recently employed by Callahan to estimate the 2,700 heat-related deaths in France last month — involves using long-term data on both temperatures and mortality for a given location and then fitting a statistical model that relates the two. This method has the advantage of generating a U-shaped relationship that shows how mortality rates change once temperatures exceed a certain threshold (or drop below it, in the case of cold-weather-related deaths, hence the “U”). Like an excess death analysis, this method “has the benefit of, again, not having to rely on individual diagnoses,” Callahan said. “It has the drawback that there is no one right statistical model. Different people have different philosophies about how to fit those models.”
The other drawback is that creating such a model and subjecting it to the rigor of peer review is time-consuming — by the time you’re able to publish a death toll, the news cycle has probably moved on. Callahan got lucky: He had already created such a model for France to study the 2003 heat wave, which killed an estimated 15,000 in the country in a couple of weeks. The model relies on a historical understanding of the relationship between temperature and mortality in France — “not a crazy assumption, but an assumption,” he admitted to me — and he published the findings in Carbon Brief earlier this month. (Callahan also estimated that 20,000 people died continent-wide in Europe during the June 2026 heat wave — a number that circulated widely, but that he told me he’s now working to revise downward.)
Notably, the number Callahan arrived at for France does not represent “real” people or “real” deaths, at least as linked to death certificates. There are no biographical or even demographic numbers attached to it. (That said, you can create models of the same U-shaped relationship for anything: temperature and age, income, race.) More mind-bending, though, is that because of this, Callahan’s model can also be used to predict. Had there been a way to know the exact temperatures before the European heat wave, he could have told you how many people would likely die before they actually did.
In the case of France, the simple excess death count put the toll at 2,025, though officials say they expect the number to rise. While Callahan’s number and the official tally from France differ by what seemed to me to be a lot — 675 deaths — Callahan told me he’s actually encouraged by how close his model came to the government’s empirical count, given that the two use completely different methodologies.
After all, heat death counts can vary by orders of magnitude, including within a single government. Before 2020, the Centers for Disease Control and Prevention reported that only about 700 Americans died each year from heat, relying primarily on physician diagnostic codes. After moving in recent years to better incorporate underlying and contributing causes of death, the CDC adjusted its estimate upward to about 2,000 heat-related deaths per year in the United States. Still, the government’s numbers remain extremely conservative; independent researchers studying heat mortality say the figure is likely closer to 12,000.
But even more holistic heat-related mortality numbers have their critics. For example, models don’t work as well for many lower-income countries, where mortality may be reported monthly, thereby making day- or week-level heat attribution impossible.
Granularity presents its own set of problems. Excess deaths and modeling analyses both have to define the first “heat day” of an event. You can do that by setting a fixed threshold — say, anything above 90 degrees Fahrenheit counts as “high heat” — but Ebi told me there is little value in analyses or policies that take that approach. That’s because heat is contextual: “My standard joke is, if we had the temperatures here in Seattle that they have in Phoenix, we basically all die, because we don’t have the infrastructure and we’re not acclimatized,” she said.
A slightly better metric might be a relative threshold — say, temperatures above the 95th percentile of historical temperatures for a specific location count as “extreme heat.” The problem there, though, is that it may need to be stratified further by vulnerable populations that feel the effects much sooner, like adults over the age of 65, pregnant women, outdoor workers, or people with certain medical conditions. While that approach might seem overly complicated, parts of Asia already use nuanced thresholds to warn older adults to take precautions. “It’s going to be more challenging to communicate, I grant you that,” Ebi told me of such an approach — much less to try to model. “But it’s also going to be more useful.”
Even so, a larger problem remains: The multiple systems for calculating heat deaths are honed to address different questions, which makes them impossible to compare. The Federation of American Scientists has pushed for the CDC to upgrade and standardize its heat-mortality tracking. “We’ve thought about if it’s possible to ever set a goal of bringing heat-related deaths down by 50%, or something like that,” Grace Wickerson, the senior manager of climate and health at FAS, told me. “But we don’t even have a baseline number or a way to say, ‘This is the starting point for this goal or strategy.’”
Wickerson also suggested, though, that there might be things we lose in trying to nail down the most correct heat-related mortality number. “I’m almost a bit weary of the pursuit of large numbers,” she said. “At least to me, what feels more important is why people are suffering and dying, what types of people they are, and what stories, messages, and stakeholders we need to engage and target to actually build meaningful policy strategies.”
Despite being deeply engrossed in the calculations, Callahan stressed that he wants readers to have a similar takeaway from his own research. Improved “healthcare access and access to cooling, shade, and shelter” — or in the case of heat-related mortality from climate change, “reducing greenhouse gas emissions” — lead to fewer heat deaths, meaning the vast majority are preventable.
“The relationship between environmental conditions and a person’s mortality is not fixed or necessary,” he told me. “It can be stopped.”
Current conditions: Canadian wildfires smoke has returned to the Northeast United States, worsening air quality across the region • Catastrophic 1-in-1,000-year floods devastated Missouri’s Black River region, right as intense rainfall is headed for Texas • Temperatures in Beijing are set to drop by nearly 10 degrees Fahrenheit after roasting at nearly 100 degrees yesterday.
PJM Interconnection just released the results of its latest capacity auction for 2028 to 2029, and the nation’s largest grid system maxed out its prices yet again. The clearing price hit its cap of $325 per megawatt-day, all while PJM failed to line up enough supply to meet its incoming demand with a sufficient margin of safety. “These auction results show that demand for electricity continues to grow faster than electricity supply,” PJM CEO David Mills said in a statement. “At the same time, PJM recognizes how this supply-and-demand imbalance impacts the reliability of the system and costs for consumers. We are working with government and industry leaders on multiple fronts to restore that balance by bringing on new generation as fast as possible and managing the growth of new load on the grid.” But Julia Kortrey, the director of strategic initiatives for state-level programs at the climate advocacy group Evergreen, said PJM had just “delivered more bad news for people already struggling with higher energy bills,” and accused the grid operator of slow-walking “cheap, clean energy that could lower bills.”

Back in April, I told you about Clean Core Thorium Energy. The Chicago-based startup is dusting off a decades-old dream of harnessing abundant thorium as a fuel for nuclear reactors to replace uranium, which is rarer and produces more long-lived radioactive waste. In the spring, the firm inked a handful of deals to begin manufacturing its first fuel assemblies using thorium. Now, I can report exclusively, Clean Core has surpassed a technical milestone for its fuel with the publication of a comprehensive peer-reviewed engineering assessment in the journal Nuclear Engineering and Design. The paper comes after the company completed a multi-year campaign of irradiating the fuel at the Idaho National Laboratory’s Advanced Test Reactor. The results showed that the fuel can be used in an existing pressurized heavy water reactor, like those that make up the bulk of the Canadian and Indian fleets, and achieve a high “burnup” of the material. “Milestones in this industry are earned in reactors, not in renderings,” Mehul Shah, Clean Core’s chief executive and founder, told me in a statement. “The analyses underpinning the fuel’s design have now withstood the scrutiny of peer review in one of the field's leading journals.”
Google has agreed to buy the entire initial output of a sweeping solar project in Arkansas in a bid to offset its fossil fuel emissions. On Tuesday, the Financial Times reported that the tech giant would purchase the full 1.6 gigawatts of solar power and 2 gigawatt-hours of battery storage from the first phase of construction on the Steel River Energy Center, set to be complete in 2029. The second phase will up the output to 2.5 gigawatts of solar and 2.9 gigawatt-hours of storage. The panels will all come from First Solar, the U.S. manufacturer that boasts a 100% domestic supply chain. None of Google’s data centers will use the electricity, but the power will serve as an offset to gas-fueled operations elsewhere.
It’s hardly the only bullish sign for solar. In June, Europe generated a quarter of its power from photovoltaics for the first time, according to an analysis by the renewables-focused think tank Ember. “Solar’s rise has been truly stratospheric, beating prediction after prediction,” Chris Rosslowe, a senior energy analyst at Ember, said in a statement. “In just a few years solar has gone from a small player to an essential part of Europe’s power system, as governments and citizens look for low-cost, quick-to-install domestic power sources.”
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You can’t make it here, but you can — at least, for now — make it anywhere else. New York Governor Kathy Hochul signed an executive order Tuesday enacting the nation’s first state-level moratorium on building large-scale data centers. The one-year pause “will ensure New Yorkers are not paying for transmission and infrastructure build outs” and will give Albany time to create a statewide investment framework to direct more benefits from projects to local communities, the governor’s office said in a press release. “New York will lead the way in creating the strongest standards in the nation for data center development, ensuring that when companies succeed because of New York, New Yorkers succeed too,” Hochul said in a statement. She also vowed to press the legislature to pass a bill to repeal sales tax exemptions from large data center projects.
It’s no surprise. At least seven in 10 Americans oppose data centers built near their homes, Heatmap Pro polling showed last month. That’s at least partly driven by the perception that data centers are driving up electricity costs. Utilities requested $18.6 billion in electric and gas increases in the first six months of this year, according to a new report from the grid-focused nonprofit PowerLines. More than $9 billion of those requests were filed in the second quarter of this year alone, surpassing the total for the same period in 2025 — which was itself a record — by 26%. “Summer is when Americans pay attention to what electricity costs because their utility bills are often higher,” Charles Hua, PowerLines’ founder and executive director, said in a statement. “The amount of utility rate increase requests in these filings shows the pressure on household energy bills isn’t easing.”
Realta Fusion, a magnetic mirror fusion startup, announced plans Wednesday to convert an iconic former Oscar Mayer plant in Wisconsin into its corporate headquarters and research hub. As part of the deal, the state and its capital city of Madison will contribute $55 million to support the conversion. The facility will employ more than 600 people in technical and non-technical roles. “We spent the better part of the past two years searching across the country to find the most favorable business environment and the most attractive site to build our R&D facility, and we found it in our own backyard,” Realta CEO Kieran Furlong said in a statement. “The state of Wisconsin and the city of Madison have made it clear they understand the promise of fusion energy and share our vision for the future, and now they’ve thrown their lot in together to make that vision a reality.” It’s yet another sign, as my colleague Katie Brigham put it in 2024, that fusion is “finally, possibly, almost” here.
Meanwhile, some fission news: Remember when I told you last month about why I try to cover all the major milestones in China’s nuclear construction projects? Well, I have another update: China General Nuclear, one of the country’s two main state-owned nuclear companies, just installed the reactor pressure vessel for unit 1 of the Lufeng nuclear plant in Guangdong province. In a statement to World Nuclear News, CGN, as the company is known, said the latest item off the construction checklist marks “the beginning of the peak period for the installation of main system equipment in the nuclear island of unit 1 and lays a solid foundation for the orderly progress of subsequent key processes such as the installation of main pipelines.”
There are thousands of ways to pull a climate or energy angle out of Russia’s ongoing war in Ukraine. Here’s one: Tajikistan isn’t receiving as much Russian oil and gas as before, given Ukraine’s campaign of drone attacks on key pipeline and refinery infrastructure, so it’s looking to ramp up its own drilling operations again. On Monday, the Times of Central Asia reported that Tajik Energy Minister Daler Juma said the country had only enough fuel to last about two months.
Rob sits down for a conversation with Stardust Solutions CEO Yanai Yedvab.
For more than 30 years, a heterodox group of scientists have proposed injecting sulfate aerosols into the stratosphere to reflect sunlight away from Earth, thereby cooling the atmosphere and reversing climate change.
But actual research into the idea has remained taboo, or at least the province of university and government labs. Then, last year, Heatmap broke the story of an Israeli-American company named Stardust Solutions that had raised $60 million to develop a new solar geoengineering technology. This system would be easier to control and track than the traditional approach to geoengineering, it claims.
On this episode of Shift Key, Rob is joined by Yanai Yedvab, the cofounder and CEO of Stardust. They discuss why Stardust is researching geoengineering now, whether a for-profit company belongs in the space, why Yanai believes Stardust’s particles are superior to sulfate aerosols, and whether Stardust has or will ever conduct outdoor experiments.
Shift Key is hosted by Robinson Meyer, the founding executive editor of Heatmap News.
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Here is an excerpt from their conversation:
Robinson Meyer: It’s an inert particle — or it dissolves, right? If it dissolves and breaks down in water, is it really inert? Because on the one hand, we’re saying, oh it’s inert when it’s sprayed in the atmosphere, and on the other hand, oh but it dissolves in water. But a particle that dissolves doesn’t seem to me to be a particle that could be inert, so ... And then if it’s inert then it would bioaccumulate, right, because that’s, you know, plastic, for instance is inert and what we’ve learned is that plastic is bioaccumulating in tissue.
So walk through, how can it be inert and also dissolve in water and break down through a number of natural processes that exist in the Earth system already?
Yanai Yedvab: It sounds like a paradox, right? And the short answer is the difference between the air atmosphere, the stratosphere, where we need these particles to be inert, which is very, very dry, contains primarily sulfates and a few other trace gases. But much, much cleaner and drier than the atmosphere. And yes, you’re right. In that environment, the particle is inert. And once it falls on the ground, where you have enormous amount of water and vapor and all the other components, these components are able to dissolve it.
But I think that I would say the more fundamental point that you’ve been making in your question is that essentially you need to meet a very strict set of requirements. Part of it has to do with the stratosphere. Part of it has to do with the atmosphere. And to your question, why do we believe that the right way to do it is to actually develop the technology? It’s because in the end of the day, only when you’re walking through these problems and you are able to do, for example, I would say, micromanagement of the surface properties of the particle and make sure exactly, as you were saying, that it will be inert when it’s up there in the sky but once it falls, it will dissolve, is when you have a potential to come up with a solution that works.
So yeah, it looks like a paradox but the bottom line is that we were able to demonstrate that we can do both. That we can make sure that it’s inert up there but it dissolves when it falls on the ground.
You can find a full transcript of the episode here.
Mentioned:
Rob’s initial story on Stardust: Stardust Solutions, a Geoengineering Startup, Raises $60 Million to Build a Solar-Reflecting System by 2030
Stardust’s new governance commitments
What we know about Stardust’s tiny spheres
This episode of Shift Key is sponsored by ...
Tandem PV is the leader in perovskite solar technology. We’re building the most efficient and durable perovskite solar panels on the market at our factory in Freemont, California. Learn how we're restoring U.S. leadership for the next era of solar manufacturing at tandempv.com.
Music for Shift Key is by Adam Kromelow