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AM Briefing

Trump Says Iran Deal Will Reopen Strait of Hormuz

On Trump’s wind concession, gas tax holidays, and CDP goes B2B

Donald Trump.
Heatmap Illustration/Getty Images

Current conditions: The Pacific has officially entered El Niño, and the warmer-than-average weather pattern is expected to be stronger than usual • Heavy rains are deluging China’s Hunan and Guangxi provinces • While Puerto Ricans living in New York just threw the diaspora’s annual parade, thousands of Boricuas living on the island are enduring days of water shortages so severe the U.S. territory’s governor activated the National Guard.


THE TOP FIVE

1. Trump announces Iran deal to reopen the Strait of Hormuz

In a pair of Sunday evening posts on Truth Social, President Donald Trump said a “great deal” with Iran to end the conflict and reopen the Strait of Hormuz without any tolls was “now complete.” As part of the truce, Trump said he would “authorize the immediate removal of the United States Naval blockade” at the mouth of the Persian Gulf. The waterway through which up to a quarter of the global seaborne oil trade travels will remain closed until the deal is signed on Friday, Trump said, “for purposes of mine removal,” meaning Iran will collect the explosives its military planted around the strait to prevent vessels from passing. “Ships of the World, start your engines,” Trump wrote. “Let the oil flow!”

2. Trump gives up on defending the wind permitting ban

My colleague Emily Pontecorvo had a big scoop on Friday: The Trump administration is no longer defending the president’s moratorium on permitting wind projects. The Department of Justice filed a motion last week to dismiss its appeal of a federal court’s December decision vacating the order to halt wind energy approvals. Ending the White House’s all-of-government assault on wind and solar projects has been a key demand from Democrats seeking compromise for a permitting reform package. Experts say the procedural move in this case is a bullish sign for the various bills before Congress now. “The door to federal permitting is now unlocked again and each developer will be able to make the case for permitting their individual project based on the facts and the law,” Kit Kennedy, the managing director for power, climate, and energy at the Natural Resources Defense Council, told Emily.

The thaw in the permitting freeze comes as the SunZia Wind Project, the largest wind farm in the United States, is preparing to begin commercial operations in the coming days. The development in New Mexico, which has a total net summer generating capacity of 3,650 megawatts, is made up of 916 turbines.

3. Exclusive: New analysis shows the limits of a gas tax holiday


The Budget Lab

Trump wants to temporarily suspend the federal tax on gasoline to ease surging fuel prices caused by the war with Iran. His proposal would waive the tax of $0.184 per gallon, but doing so requires an act of Congress. According to a new analysis from the Budget Lab at Yale University shared exclusively with Heatmap, lifting the levy would pay Americans back about $37 of the roughly $250 in higher gasoline costs paid over the course of three months. While richer households would spend a smaller share of total income on fuel, they would accrue more per-dollar benefits than lower-income Americans. Likewise, the gas tax holiday would afford more rewards to heavy drivers.

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  • 4. Key carbon disclosure nonprofit transforms into a for-profit business

    It started out as a British nonprofit devoted to documenting, standardizing, and tracking how much carbon dioxide various partner organizations produce. Dubbed the Carbon Disclosure Project, the group, founded in 2000, had emerged as one of the central authorities on an issue increasingly baked into financial reporting rules. Now known only by its acronym, CDP said last week it would split its organization in two, segmenting a charitable, science-focused nonprofit called the CDP Foundation from a new commercial entity designed to deliver environmental data and disclosure services for a fee. The London private equity giant Permira will back the for-profit CDP’s launch. “For 25 years, CDP has been at the forefront of environmental disclosure, transforming it from the sidelines to the centre of decision-making,” the organization said in a statement. “To meet the scale and speed of today’s environmental challenges and market expectations, CDP is sharpening its focus, enabling stronger science-led disclosure and greater investment in technology to simplify the disclosure experience and deliver more decision-useful insights.”

    5. Yet another Republican embraces data center NIMBYism

    Tennessee Senator Marsha Blackburn, a key GOP tech policy reform voice in the Senate running for governor in her home state, just came out against a data center next to Nashville Zoo. “Tennessee should be thoughtful and considerate when deciding where data centers are located. The proposed site near the Nashville Zoo is neither,” she wrote in a post on X. “Let’s revisit this placement.” It’s yet another sign that the backlash against data centers is, as Heatmap’s Jael Holzman wrote, splintering the right.

    THE KICKER

    The geothermal industry is gearing up for a next-generation boom. Until Fervo Energy’s big stock market debut last month, the big publicly-traded player in the business was Ormat Technologies, a conventional geothermal giant that both builds power stations and manufactures the parts needed for plants. Now, at the industry’s big trade show in Calgary this week, Ormat is unveiling a 100-megawatt power generation system designed for unconventional wells like those Fervo or Ormat’s partner Sage Geosystems are drilling. It’s a sign, Think GeoEnergy reported, that Ormat is seeking “to accelerate the commercial deployment of next-generation geothermal projects.”

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    AM Briefing

    ‘The Hardest Since World War II’

    On Yucca Mountain, Europe’s inverter boom, and Romanian offshore wind

    Europe’s ‘Hardest’ Challenge ‘Since World War II’
    Heatmap Illustration/Getty Images

    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 TOP FIVE

    1. Europe braces for another heat wave as France and Spain burn

    Beachgoers on the shore of Lake Lacanau in southwest FranceMaximilien LAMY / AFP via Getty Images

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    Daily Briefing

    The Next Wave of Climate Extremes Is Taking Shape

    Wildfires in France and Spain — and a dire El Niño forecast — point to another era of public attention on disaster.

    A fire in Europe.

    Wildfires and the Return of Climate Politics

    Miguel RIOPA / AFP via Getty Images

    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.

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    Adaptation

    How to Use a Chatbot to Evacuate a City

    Can AI help emergency managers make faster decisions when every second counts?

    AI evacuation.
    Heatmap Illustration/Getty Images

    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.

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