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Current conditions: The warehouse fire in Boyle Heights is raging for a third day, spewing dark smoke over the Downtown Los Angeles skyline • The death toll from Western Europe’s heatwave has reached into the dozens • An 18-wheeler carrying more than 400 beehives overturned in eastern Texas and filled a small neighborhood with more than 2 million honeybees.
Wally World is soon to be powered by the atom. On Tuesday, Walmart announced a 15-year deal with Constellation, the nation’s largest operator of nuclear plants, for a chunk of the electricity coming from the Dresden Clean Energy Center in Illinois. The agreement included about 176 megawatts of wholesale supply from the two-reactor station southwest of Chicago, including 30 megawatts of expanded generating capacity through “uprates” — upgrades that allow operators to get more power out of an existing unit. Over the past two years, tech giants such as Google, Microsoft, and Meta, have bought shares of the power coming from nuclear power stations as the companies sought steady supplies of clean electricity for their burgeoning data centers. But the Walmart deal stands out as one of the first to involve a major brick-and-mortar retailer. “We’re constantly evaluating new capabilities and energy solutions that help ensure the electricity we rely on is dependable, responsibly produced, and built to support long-term growth,” Shayne Wahlmeier, Walmart’s senior vice president of energy, said in a statement.
The Trump administration just unveiled one of its biggest bets on nuclear power yet. The Department of Energy announced $17.5 billion in low-interest loans for utilities to pay for the equipment needed to order new Westinghouse AP1000 reactors. The program marks arguably the most significant effort yet to reclaim U.S. control over its flagship reactor design. While the two 1,100-megawatt units completed at Southern Company’s Alvin W. Vogtle Generating Station in 2023 and 2024 were the first installed in the U.S., China has been building its own version of the reactors at an industrial scale for years. The program will support up to 10 reactors, including two per venture with as many as five utilities. The power companies, currently in talks with the administration, have not yet been named. But Dan Sumner, the chief executive of Westinghouse Electric, told The Wall Street Journal the deal “really kick-starts fleet-scale nuclear development in the United States.” As my colleague Robinson Meyer wrote last night: “I hesitate to praise the project's climate bonafides at the risk of discouraging the Trump administration, but it is worth noting that if this project were to succeed, it would be one of the largest state-assisted build-outs of zero-carbon electricity in recent American history. But it would still take some time to arrive: These reactors aren’t forecast to come online til 2035.”
Yet another behemoth solar farm has come online. On Tuesday, the developer rPlus Energies said its Green River Energy Center had started operations. The facility in central Utah with 400-megawatts of solar panels and 1,600 megawatt-hours of batteries is now the largest solar-and-storage plant within PacifiCorp’s six-state territory out west, including Oregon, Washington, California, Utah, Wyoming, and Idaho. “Operation Gigawatt is about ensuring Utah has the reliable, homegrown energy needed to power opportunity for generations,” Utah Governor Spencer Cox, a Republican, said in a statement. “Green River Energy Center represents the kind of large-scale energy investment we need to deliver reliable energy, support rural Utah, and help power the next generation of prosperity across our state.”
The opening comes as solar is now generating more U.S. power than coal, as I told you recently.
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The Supreme Court ruled Tuesday that Exxon Mobil has the right to sue a Cuban-owned company to recoup more than $70 million in 1960 dollars from an oil complex seized by the Cuban government after Fidel Castro’s revolution. Havana later transferred the ownership of the refinery, terminals, plants, and service stations to Corporación Cimex, the state-owned conglomerate. The lawsuit could now see the oil major try to recover more than $1 billion in losses. “Today’s decision is a critical moment in a 60 year effort to be compensated for what the Cuban government illegally seized,” Exxon spokesperson Todd Spitler told E&E News in an emailed statement. “It reflects two things: the merits of our argument and the fact that our company will fight a good fight for as long as it takes.”
The Trump administration understands the importance of refining cobalt — that’s why, as I reported last year, the Pentagon’s Defense Logistics Agency is pumping money into a startup that promises a new and cheap way to process the mineral. Canada’s Sherritt International started shutting down its Fort Saskatchewan refinery after the U.S. expanded sanctions on Cuba, halting exports of a feedstock supply needed for the plant in Alberta, Canada. The move, in addition to the Supreme Court ruling, come amid intensifying pressure by Washington on the Cuban regime.
California is once again following a New York trend. Just weeks after Albany sued to stop the Trump administration’s bid to pay TotalEnergies to give up its offshore wind projects, Sacramento is joining the litigation. “At a time when the country needs more reliable and sustainable power supply, the Trump Administration is busy using taxpayer money to strike backroom buyouts that make clean-energy projects disappear,” California Attorney General Rob Bonta said in a statement. “California won’t stand idly by as the Trump Administration illegally strikes deals to kill offshore wind projects and replace them with more windfalls for his fossil fuel friends; we’re putting the Administration on notice that we intend to sue.”
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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