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On Estonian nuclear, solar’s land use, and Kristi Noem’s mining gig

Current conditions: Tropical Storm Arthur made landfall over Texas just hours after strengthening into the first named storm of the Atlantic hurricane season • Temperatures in Spain, France, and Portugal are forecast to eclipse 104 degrees Fahrenheit by this weekend • A fast-moving wildfire is scorching homes in the Beacon Hill area of Spokane, Washington.
On Wednesday, President Donald Trump signed a 14-paragraph memorandum of understanding with Iran to end the war. Under the deal, which is set for tougher negotiations over the fine details within 60 days, the Strait of Hormuz will reopen, the U.S. will lift sanctions on Iran and unfreeze billions of dollars, and Tehran will continue expanding its civilian nuclear program with a pledge not to seek an atomic weapon. Oil markets responded to the milestone with mixed results. The benchmark prices for oil produced in the U.S. and Europe tumbled about 2% on Wednesday, while the standard for crude from the United Arab Emirates jumped over 3%.
In other macroeconomic news: The Federal Reserve announced Wednesday that it was leaving its benchmark interest rate unchanged for the fourth straight time. Speaking at his first policy meeting since taking office, Kevin Warsh, Trump’s newly appointed Fed chairman, promised to “deliver price stability.” But CNN noted that most of Warsh’s colleagues signaled in their economic outlooks that they anticipated hiking rates again later this year. Rate cuts, as Heatmap’s Matthew Zeitlin has written, are key to boosting renewables, whose upfront costs make them sensitive to interest rates on capital.
The Department of the Interior has agreed to pay the developer Invenergy $765 million to cancel its four offshore wind leases, an amount equal to what the company paid the federal government for access to the areas. Like the administration’s previous deals to kill off as-yet-unbuilt offshore wind projects, Invenergy’s agreement is structured as a legal settlement. As Heatmap’s Emily Pontecorvo explained, the deal follows a similar $928 million arrangement with TotalEnergies announced in March, and an $885 million agreement with several joint ventures in April. That brings the total amount the administration has agreed to pay to end offshore wind leases to more than $2.5 billion to date.
A group of state attorneys general filed a legal challenge to those previous deals earlier this month that questions their use of the Judgment Fund, a functionally unlimited well of cash the federal government can use to settle ongoing or imminent lawsuits. Here’s Emily with more on the Judgment Fund and why using it may be tricky for the administration to defend.
Among the most poignant critiques of solar energy are its intermittency and the amount of land needed to generate vast quantities of power. Batteries are quickly solving the first part of that equation. But data from a new interactive map the Solar Energy Industries Association published this morning shows that solar today takes up just 0.04% of the total U.S. land area, and 0.07% of prime American farmland. There were zero states where solar used more than 0.5% of prime farmland, according to the data, which was shared exclusively with Heatmap. In fact, nearly every state has more abandoned prime farmland than solar-developed parcels. Nationally, there are 43 acres of abandoned prime farmland for every acre of solar on prime farmland. As a particularly jarring point of comparison, golf courses alone use 2.6 times as much prime farmland as solar, while suburban development just since 2014 uses roughly six times as much. “America depends on our land to grow our food, build our communities, and power our lives,” Tim Pawlenty, the newly-appointed chief executive of SEIA and a former Republican governor of Minnesota, told me in a statement. “Responsible land use means balancing all of those needs. This map helps provide important context by showing that solar and agriculture can thrive together. Solar development uses a very small amount of farmland compared to many other common land uses, while also delivering affordable energy, local tax revenue, and reliable income for farmers and landowners.”

Solar, meanwhile, hit a major milestone in California. In the first five months of 2026, utility-scale solar generation in the California Independent System Operator surpassed natural gas power, according to a new analysis from the Energy Information Administration. Compared to the same five-month period in 2024, this year saw a 21% increase in solar generation. Gas-fired generation, meanwhile, sank by 60%.
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Estonia’s parliament has passed a new bill creating the Baltic nation’s first complete set of rules for producing nuclear energy and overseeing its safety, NucNet reported, a key step toward building the NATO country’s first atomic power station. Meanwhile, Swiss lawmakers just rejected a bid to slow down legislation to allow for construction of new reactors again. Switzerland’s Council of States, its upper house of parliament, blocked a motion to refer a nuclear bill to the Federal Council ahead of a planned vote later this week.
In Sweden, the parliament approved legislation to streamline permitting for mining and processing uranium. The bill also included an amendment to open up more coastal sites to reactor development, World Nuclear News reported.
The U.S. is seeing the start of a solar manufacturing boom, perhaps best exemplified by the opening of the first fully integrated plant in Qcells’ factory. Now Soltec, a startup that manufactures tracking equipment to maximize power production, has launched a new line of hardware that it says is completely compliant with new restrictions on foreign imports. The company said it had spent the past year “reorganizing its U.S. supply chain with a clear objective: to provide customers with a highly localized supply network capable of meeting the domestic content requirements” of new federal rules. “By localizing its U.S. supply chain, Soltec helps customers pursue Made-in-USA tax benefits while improving cost competitiveness, delivery certainty, and resilience against tariffs, freight volatility and broader geopolitical disruptions,” Mariano Berges, Soltec’s chief executive, said in a statement. “The objective is to protect U.S. customers and provide greater execution certainty for their projects in an increasingly complex market environment.”
In case you were wondering where former Secretary of Homeland Security Kristi Noem may turn up, here’s your answer: copper mining. The current special envoy to the Shield of the Americas, a pact of right-leaning Western Hemisphere countries, has joined NovaRed Mining, a junior miner that holds two early-stage copper exploration assets in Canada. Noem, who is taking an adviser role, boasts “extensive experience spanning economic development, infrastructure, energy, agriculture, national security and public-private collaboration,” the company said in a press release.
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On Yucca Mountain, Europe’s inverter boom, and Romanian offshore wind
Current conditions: The wildfires in Spain and France are burning so hot they’re creating rare pyrocumulonimbus clouds • Hurricane Genevieve has strengthened into the first Category 5 storm of 2026 as the monster cyclone rampages across the open Pacific with no immediate destination to make landfall • A tornado in Wisconsin toppled power lines, cutting off electricity to nearly 350,000 people.

The back-to-back record heat waves that roasted Western Europe last month killed thousands in France and Germany. The heat also dried out forests, turning woodlands on opposite sides of the Pyrenees into tinderboxes that are now ablaze in some of the worst wildfires the European Union has faced in modern history. With another heat wave now looming, firefighters are racing to contain the flames as hundreds of thousands evacuate in France and Spain. “We need to realize that we’re facing a totally unprecedented fire,” President Emmanuel Macron of France told reporters Monday during a visit to the fire department of Bordeaux. “The situation we’re facing today is the hardest we’ve ever recorded, the hardest since World War II.” In Spain’s Valencia region, the flames are detonating buried ordinances leftover from the Spanish Civil War in the early 1930s, Reuters reported.
The other week, I told you when PJM Interconnection once again hit its price cap at its latest capacity auction — and still came up short of the generation needed to meet demand in 2028. On Monday, the board of the nation’s largest grid operator said in a public letter it would hold another emergency auction to find nearly 7 gigawatts of power generation to make up for the shortfall. “The board believes this reliability threat requires decisive action,” the letter stated. The move comes just weeks after PJM shattered its peak demand record after underestimating just how much electricity the grid could need during a recent heat wave in the American Northeast. It’s yet another sign of the mounting stress on the system covering 13 states as everyone from governors to the grid operator itself strive for reforms, as my colleague Matthew Zeitlin has written.
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Nuclear waste is a political paradox. Critics of atomic energy say that the radioactive waste produced during fission cancel out the benefits of using the most efficient source of carbon-free power humanity has yet harnessed. In the 1980s, the federal government took control of nuclear waste and set about building the world’s first permanent repository to store spent fuel underground for centuries. Yucca Mountain in Nevada was designated as the debut location for such a facility. Opponents in the Silver State fought back, imagining that Washington was subjecting Nevada to dangers akin to the atomic bomb tests that once took place in its deserts. In 2010 — in a move that nonpartisan Government Accountability Office later pegged as an entirely political, rather than technical, motive — President Barack Obama halted work on a project the then-Senate Majority Leader Harry Reid wanted kiboshed. The problem is that federal law dictates Yucca Mountain be completed as the first nuclear waste repository before other sites can be considered. No one in Congress has stepped up to make the change. As a result, the U.S. — operator of the world’s largest nuclear fleet and wannabe exporter to countries who want to get into the atomic energy game — has had no clear long-term plan for dealing with nuclear waste in 16 years.
The Trump administration is trying to change that. The Department of Energy has floated plans for nuclear innovation campuses where cutting-edge recycling companies could test out new technologies to reprocess waste into medical isotopes and fresh fuel. But E&E News reported Monday that the administration is poised to press Congress to update federal law to allow the U.S. to finally move on from Yucca Mountain. A leaked document the newswire obtained outlines the administration’s plans to instead press states to take on waste repositories and recycling facilities, in line with the Energy Department’s campus idea. That may not be easy. Even Texas, whose government has sought to roll out the red carpet for nuclear developers recently unsuccessfully sued federal regulators to the Supreme Court to block construction of a waste storage facility.
Last month, the Supreme Court ruled 6-3 in favor of President Donald Trump’s right to fire commissioners from previously independent agencies such as the Nuclear Regulatory Commission and the Federal Energy Regulatory Commission, which oversees pipelines and the grid. On Monday, E&E News published a feature examining the implications for FERC at a particularly sensitive time in its history, when a once-sleepy agency is increasingly facing scrutiny over the health of the U.S. grid. Experts were mixed on the effects. Ari Peskoe, the director of the Electricity Law Initiative at Harvard University, called Trump “a loose cannon” with “no justification for firing any FERC Commissioner.” Commissioner David LaCerte, a Republican, cheered the Supreme Court for overturning what he said was an unlawful restriction put in place a century ago that limited the White House’s ability to fire any commissioners for anything beyond poor performance. “If a commissioner is going to buckle under that pressure and compromise their integrity because they are afraid of being fired, well, they probably didn’t deserve to be in this job in the first place,” he said during the FERC meeting. But fellow Republican Mark Christie, who previously served as FERC chair and whom Matthew dubbed “the most interesting man” on the commission, said that while he agrees with the court’s decision, open requisitions remain as to what it would mean in practice. “If FERC is now completely under the supervision of the president, is the executive branch going to say how to decide a rate case?” said Christie. “That to me is the single biggest question.”
The Department of Transportation, meanwhile, is gutting funding for public transit, walkways, and bike lanes. In a letter outlining the agency’s spending priorities to the Senate, Transportation Secretary Sean Duffy proposed eliminating the Highway Trust Fund’s mass transit account and slashing funding for infrastructure that provides for the safety of pedestrians and bicyclists, bike lanes, and grants for electric vehicle charging infrastructure. That’s not all: Smart Cities Dive reported that a competitive grant program to fund solutions to traffic safety would scrap options that include public transit improvements and tolling from even being considered.
China produces most of the world’s inverters for solar panels. It’s increasingly a problem. Last year, Reuters reported that the U.S. had found “killswitch” devices in some inverters, suggesting that Beijing could — in theory — remotely disable solar panels when demand is high on the grid, or try to cause frequency problems like those that triggered the great Iberian blackout of 2025. At the start of this month, I told you the Federal Communications Commission was weighing a ban on Chinese inverters. If you share the Trump administration’s concerns, there’s good news: China’s command over the global inverter market peaked in 2024, according to new data from the research division at PV Tech. Europe, meanwhile, has emerged as a major manufacturer, hitting over 100 gigawatts of factory capacity this year. The U.S. is now at 40 gigawatts, while India is at 20 gigawatts. You’d be reasonable to wonder if these are just Chinese companies setting up shop in Europe. But you’d be wrong. “What distinguishes Europe’s inverter manufacturing expansion from other sectors, particularly solar modules, is the composition of its manufacturing base,” analyst Mollie McCorkindale wrote in the magazine. “As of 2026, over 90% of Europe’s 100-gigawatt manufacturing capacity comes from European-headquartered companies.”
Everyone knows the U.S. is veering away from offshore wind, and diligent readers of this newsletter (for whom I feel such affection) may recall that Japan is on a parallel trajectory. Elsewhere, however, offshore wind is booming. Romania, whose coastline makes up a single-digit percentage of its mostly landlocked borders, is the latest country to make big plans for seaward turbines. Bucharest is now targeting nearly 12 gigawatts of offshore wind, Renewables Now reported.
Wildfires in France and Spain — and a dire El Niño forecast — point to another era of public attention on disaster.
Wildfires and the Return of Climate Politics
Enormous wildfires are still burning in France and Spain. “We're facing a completely unprecedented fire,” French President Emmanuel Macron said on Monday, comparing the situation to World War II. The main fire in Gironde, a southwestern department along the Atlantic coast, have consumed more than 100,000 acres and forced roughly 200,000 people to evacuate.
There’s little sign the fires are under control in either country. In France, the blazes created a pyrocumulonimbus cloud — a towering, thundering “fire storm” that sometimes forms in the western United States but is not often observed in western Europe. Some fires have come within several miles of Bordeaux, the country’s sixth-largest metropolitan area and a longtime center of the wine industry. In Spain, enormous wildfires near Madrid, Ávila, and Toledo have killed one and displaced roughly another 79,000 people.
Firefighters are working fast, in part because a heatwave is forecast for the continent later this week. But of course it is hot — it is high summer in the Northern Hemisphere, and we are having a particularly hot year. 2026 now looks likely to be the world’s second-warmest year ever, and it has a better than one-third chance of being the warmest.
In the near term, expect more climate-addled disasters. The Pacific Ocean has slipped into its El Niño phase, which will likely spin off more extreme storms, droughts, heat waves, and wildfires. Recent modeling suggests it could be the most intense El Niño ever measured. Writing for his newsletter “The Climate Brink,” the climate researcher (and Heatmap contributor) Zeke Hausfather recently warned: “It looks like this year’s El Niño is not only very likely to be the strongest event since reliable records began — it may end up the strongest by a truly mind-blowing margin.”
How do we know this next El Niño will be bad? The most intense El Niño on record occurred from late 2015 to 2016, when sea surface temperatures in a benchmark region of the Pacific Ocean were 2.75 degrees Celsius warmer than normal. (That’s nearly 5 degrees Fahrenheit.) Those searing sea temperatures released huge amounts of heat into the atmosphere and eventually made 2016 the warmest year ever recorded. Today, a decade later, 2016 remains the fourth warmest year on record, coming in only under 2024, 2023, and 2025, per NOAA data.
But as Zeke writes, the middle 80% of modeled outcomes for this year’s El Niño are already projected to match or exceed that 2016 anomaly. The median forecast for this year’s event, in other words, would shatter the previous record. “The models are forecasting something outside the envelope of anything we have ever observed,” he writes. The National Weather Service agrees that there is an 81% chance of an event forming “that would rank among the largest El Niño events in the historical record going back to 1950,” and it says odds are better than 97% that the anomaly will stick around through spring 2027.
Scientists and activists once hoped that when global warming’s effects became unignorable, the public would take action. But disasters haven’t produced durable climate concern, and public attention has dissipated with every news cycle — and become ever more pessimistic. There are moments, however, when successive extremes can keep climate change more prominently in the public conversation. The years that followed the last mega-El Niño in 2016 made up one such period. If we are headed for another now, then experts should be ready with ideas not only for slowing and reversing the growth of heat-trapping emissions, but also for adapting our societies and infrastructure for our warming world. It’s clear we are going to need them.
This will be a big week for understanding the U.S. energy economy’s most important trend. A handful of tech companies driving the artificial intelligence boom — namely, Microsoft, Meta and Amazon — will report their quarterly earnings on Wednesday and Thursday. These companies are behind some of the country’s largest AI data center projects and therefore some of its most sizable planned power plants — clean and otherwise.
Last week, when Alphabet boosted its capital expenditure for this year by another $15 billion, the market rebelled and sent its shares tumbling. If investors’ interest in financing mega-scale data center projects is waning, then it could affect the electricity economy for years to come. In any case, we’ll know more soon. Rivian will also report its earnings this week.
Can AI help emergency managers make faster decisions when every second counts?
Meteorologists had nothing polite to say about Tropical Storm Bertha. The “weak, disorganized, and lopsided” system made initial landfall in Louisiana last week as a “hot, sheared mess,” one that forecasters doubted would reach Texas with much oomph at all. Still, the Galveston County Consolidated Drainage District — the local flood mitigation and drainage management entity for the state’s most flood-prone county — had stood at the ready, posting updates on the storm’s progress to its Facebook feed in the lead-up.
There had been action behind the scenes, too. Since this spring, the county has relied on a new “AI-powered flood warning solution” pilot program to help local administrators identify the gaps in their understanding of the county’s flood risk and monitor rising water levels in real time. In a crisis, a chatbot could even advise them on when to issue an evacuation order.
“Imagine you’re an operator and you have to tell people to leave their homes because of floods coming in,” Todd Barr, the CEO of Axonis Decision Intelligence, which has partnered with the smart water-level sensor company Simplicity Integration in Texas’ Galveston County, told me. Axonis provides AI-assisted decision-making tools to clients in a number of time-sensitive industries, and in every case, “You want a paper trail of the data you used to make the decision — the reasoning and the model you used — and our platform does all of that,” Barr went on.
Issuing evacuation notices is a famously thorny business, and one that has resulted in high-profile and high-casualty failures, including in the Paradise, California, and Maui wildfires. Particularly noteworthy were the 2025 Kerr County floods that killed more than 100 people in Texas’ Hill Country after local officials took 90 minutes to send phone alerts once they became aware of the rising river.
In many cases, particularly in more rural counties, the teams making the evacuation decisions are small and lack sufficient training not only on when to make such a call, but even on how to word it. “The people who are put in the position of issuing the messages are doing 20 other things at the same time,” Jeannette Sutton, a researcher at the University at Albany’s Emergency and Risk Communication Message Testing Lab, told me when I reported on evacuation notices after the Los Angeles fires.
As for Galveston, “100%” of the buildings on the densely populated island are at flood risk, with modeling suggesting a worst-case-scenario hurricane could produce 26 feet of storm surge. Much of the city’s stormwater infrastructure additionally predates modern climate-change-intensified rainfall probabilities, with the district in the midst of a $54 million drainage project aimed at mitigating future flooding by building a pump station and enlarging sewer lines.
As part of the region’s ongoing resiliency work, the Galveston County Consolidated Drainage District installed seven of Simplicity’s water-level sensors —the county’s first — at locations on the mainland. (There are no sensors currently on Galveston Island proper.) Simplicity’s Axonis-powered system, SI-Ai, also pulls in data from NOAA, the U.S. Geological Survey, and Houston’s Harris County to present residents of the entire region with a live flood-risk dashboard, complete with intuitive green-yellow-red indicators to evaluate their neighborhood hazard level in real time. Operators also have their own proprietary dashboard where they can monitor sensors and are prompted to ask questions to interpret readings and open “investigations” if something appears amiss.

“If I’m the municipality, I can say, ‘Okay, here’s what the forecast is looking like and what is potentially going to happen,” Alison Reese, the COO and co-founder of Simplicity, explained to me. “Then I could ask a question like, ‘Hey, what other locations in this watershed are at high risk for flash flooding?’”
That’s where Axonis, the artificial intelligence company, comes in. “Today you would have to be like, ‘Alright! Get the weather report, quick! What’s happening? What are the sensors saying? Okay Bill, now what’s the upstream sensor saying?’” Barr said, acting out the frantic scenario of trying to source data from multiple streams at once. “All of that is what we’re automating.” (Galveston’s Office of Emergency Management is “not the POC for the flood sensor operations,” a representative told me; the drainage district oversees the Axonis-Simplicity partnership, and did not return a request for an interview. The mayor of League City, a city 35-minutes north of Galveston that is also managed by the district, has publicly criticized the SI-Ai program as a separate sensor network that duplicates the work of the Harris County Flood Control District.)
Working from the assumption that emergency managers have to parse reams of data in short periods of time — flash floods can rise as much as 10 feet in an hour — Axonis provides what is essentially a chatbot for authorities to query potential decisions ranging from road closures to evacuation notices, based on feedback from the sensors. It stops short, however, of having a dialogue box that pops up to tell operators, EVACUATE THIS NEIGHBORHOOD NOW.
When Barr demoed the program to me, he had the tool configured to create a credit risk review memo for a would-be banking client. (Axonis also has customers in the banking and defense sectors.) The dashboard essentially functioned the same as it would for Galveston County, though, and his investigation returned the kind of simplified, emoji-studded one-sheet that users of large language model-powered AI interfaces would immediately recognize. In this case, the tool identified a “🔴Risk Alert CANDIDATE” — Barr said that would be a particular sensor, in the case of Galveston — and followed it with a summary and bullet-pointed sections breaking down “⚠️Credit Risk Indicators” and “💧Liquidity Position.” (In a screenshot of an example flood report for Simplicity, shared with me, those sections were replaced by “📍Site Location” and “💧Water Level — Last 72 Hours.” I wondered what else was possible: “🌊Historic hydraulic risk”? “💀Vulnerable Populations”? )

The system then takes operators through a four-step decision-making model based on the OODA Loop, a common workflow in military contexts that involves justifying actions through evidence-based observations. “We always keep a human in the loop on these things, at least today in 2026 — though who knows in two or three years,” Barr said. He clarified in a later conversation with me, though, that “Axonis and [AI] tools should never tell you to evacuate now. It should tell you the information you need to make that decision.”
That was a point Barr stressed numerous times during our conversation: That Axonis’ chatbot is intended as a brainstorming tool or sounding board, and one that keeps a careful paper trail, “cryptographically sealing” any eventual decisions for review and attestation later. I likened it to a police body camera, and Barr didn’t dispute the similarities. “It’s an accountability tool,” he told me.
Of course, that means the burden of decision-making still falls on potentially fallible humans. I worried in particular that by sharing the responsibility with AI, human operators might get lazy or fail to properly question a decision the program might be leading them toward, particularly in an instance of hallucinated data. To the latter point, Barr told me that this is part of what Axonis is designed to address. “You can’t just take the sensor data and throw it into Claude and be like, ‘Alright, go make a decision for me.’ You need to set guard rails,” he said.
As to the former point, Barr told me the chat includes a disclaimer reminding its users that AI can make mistakes, and that the company trains its customers on how LLM technology works. “At the end of the day, it’s a tool, not a decider,” he said, although he allowed that it might be used to automatically trigger warning lights, sirens, or barriers, such as closing a flooded roadway.
I also posed the concern about complacency to Ali Mostafavi, a professor who supervises the UrbanResilience.AL Lab at Texas A&M, which researches, among other things, how artificial intelligence might be utilized in emergency contexts. Mostafavi agreed that there is always a risk in cognitive outsourcing, but that there is a “counter-argument that is also valid — that without these technologies, we have seen what can happen. We had the catastrophic floods last year in Kerr County, and if a similar technology had existed back then, an automated system could have identified the flash flood, and many young children would be alive today.”
Still, Barr told me he isn’t aware of Axonis advising in an actual evacuation order yet. While it is operational, the predictive model remains untested against its highest-stakes use case: the extremes of a climate-changed world, where formerly unthinkable outcomes may be one storm away.
“The more we can stress-test these technologies in real operational settings and use that feedback loop to improve the technologies, the better,” Mostafavi said. “But that’s easier said than done, because to have a technology implemented in an operational setting it should already be stress-tested, right?”
Bertha, though, was not that reckoning; the gusty squalls blew through Galveston last week without even disturbing the dinner reservations at the marina. But although it was already back to 90 and sunny by Monday morning on the Texas Gulf, the drainage in Galveston County, as in many places around the country, remains outdated and easily overwhelmed. One day, inevitably, the water will come. Hopefully when it does, someone or something will be watching.