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Marvel at America’s green transition on your next vacation.

Scroll past San Jacinto Mountain, Brandini Toffee, a bicycle-powered bar crawl, and 13 other attractions on Tripadvisor’s list of “Things to Do in Palm Springs” and you’ll come to “Palm Springs Windmill Tours.” Its user-generated blurb tells would-be visitors to expect “a tour in the middle of wind turbine generators,” lest the name suggests something slightly more romantic and Dutch. In the accompanying photo, a black convertible noses toward the white gyrating towers that have become synonymous with the north entrance to the Coachella Valley.
If you leave your uncannily verdant gated community and drive up Highway 10 — away from the Mod Squad architectural tour and the horseback rides at Smoke Tree Stables, past signs advertising breast augmentations and the Air Force Reserve to homebound Angelenos — you’ll eventually reach a frontage road where a WINDMILL TOURS PARKING sign directs visitors toward an unassuming green trailer for check-in. All around the parking lot, and on both sides of the highway, you can already see the main attractions: wind turbines, many of them taller than the Statue of Liberty, though perspective is difficult here since there are hardly any normal-sized reference points, like palm trees, around for orientation.
One thing is immediately clear: This is “not Disneyland,” as Tom Spiglanin, Palm Springs Windmill Tours’ enthusiastic education director, will be the first to admit. “We’re not fun and games,” Spiglanin adds on a video call, about a week after I take a tour for myself. “Here, we are education.”

Visiting a wind farm on vacation admittedly might not be at the top of most people’s to-do lists. They still have a reputation as eye-sores: “Palm Springs, California, has been destroyed — absolutely destroyed — by the world’s ugliest wind farm at the Gateway on Interstate 10,” one future president tweeted in 2012. Even today, wind naysayers will leave fake one-star reviews that Spiglanin and his team have to dutifully remove.
But while it might not be much to look at from the parking lot, Palm Springs Windmill Tours sits at the intersection of two rich niches of the modern travel industry: eco-tourism and industrial tourism. The former is considered to be the fastest-growing segment within the global tourism industry; the latter is why I spent many a family car trip being shuttled to places like Grand Coulee Dam and Hoover Dam to marvel at the wonders of human engineering and hydroelectric power.
Though commercial wind farms are younger than Depression-era public works projects (Palm Spring’s just turned 40) and less scenic than a carbon-neutral eco-lodge in Costa Rica, they might have a place in the travel plans of the future: For one thing, as Spiglanin said, they’re educational. But they’re also an experience of history in real-time, almost like watching the Hoover Dam being built, something Palm Springs Windmill Tours impresses upon you with its first stop, an exhibit of obsolete and phased-out designs, the newest of which, the massive Zond Z-50, was removed from operation as recently as August 2022. Visiting a wind farm might still mostly be the dominion of nerds, but perhaps not for much longer; to tour one is to witness the unfolding story of America’s green transition.
The day I talk to Spiglanin, the wind is buffeting the tour trailer at 35 to 50 miles per hour — he shows me an app on his phone that caught one gust clocking in at 63 mph. April to June is windy season on the farm, when the phenomenon that makes the region so desirable for the renewable energy sector — hot air in the Valley rising, allowing cold air from the coast to funnel, with gusto, through San Gorgonio Pass — is at its most forceful. Across the highway from the trailer, a cluster of turbines have stopped turning, which sometimes happens to protect the machinery when the wind speeds are too high, though Spiglanin doesn’t think that’s the issue today. Maybe a circuit got shut off?
The Windmill Tours operate on Wintec Energy-owned land, but there is little communication between the tour company and the businesses that run the turbines, Spiglanin says. Though the tours initially began as a promotional arm of Wintec in the 1990s, intended to dispel negative local perceptions about the turbines, those ended after 9/11, when it seemed like it might not be such a good idea to have strangers tromping around on a piece of the local power grid. In 2014, Palm Springs Windmill Tours started anew as an LLC; though it’s still located on Wintec-owned land, its purposes are no longer strictly promotional — which is great for visitors, but leaves Spiglanin to wonder about things like why Brookfield Renewables, a Canadian power company that leases public land in the nearby hills, recently removed over 450 older turbines but hasn’t yet replaced them with its planned nine newer machines.
The tours are actually a bit of a joke among the techs who work on the turbines. “They laugh at the word ‘windmill’ because they're like, ‘dude, it’s not a windmill, it doesn’t have a grist stone,’” Spiglanin says. “And I'm like, ‘well, windmills don’t just have grist stones. They also pumped water, they started with grinding grain, but then—.’ And so we get into this whole thing, and it turns out I know a lot more about their business than they do.”
Spiglanin has a PhD in chemical physics and retired to the Coachella Valley after working as an educator at the Aerospace Corporation, in Los Angeles, for years. Driving past the windmills, he used to wonder if they had a tour; “lo and behold,” they did, and he ended up marrying the woman who ran their marketing. When it comes to wind, he’s thus a bit of a self-taught enthusiast, doing his own research for the exhibits and joining wind energy Facebook groups to geek out over, and glean more information about, the archival photos he uploads. He has also independently published a book of his research, Backstories of the Palm Springs Windmills, which is available in the gift shop along with stickers that read “I’m a big FAN of renewable energy.” (Wind nerds love puns; when I was checking in for my tour, I was asked what a turbine’s favorite music genre is. Heavy metal).

Recently, Palm Springs Windmill Tours learned they’re not the only land-based wind tour in the nation. Another wind farm in Washington State offers tours from a sparkling new visitor’s center that has vistas of the Cascades, as well as a hard-hat experience that allows visitors to actually look inside a turbine (in Palm Springs, guests have to stay 100 yards back from the operating machinery, something my dad, who was with me, eagerly pressed by counting out his strides). But the Washington tour is run by Puget Sound Energy, the regional energy supplier; Palm Springs Windmill Tours is uniquely independent and history-focused, taking what Spiglanin — with a nod to the Alcatraz Island tours — calls the National Park approach: “We have something here. We’re interpreting it. We’re helping people and our guests who come through here understand it.”
Other nations have also caught onto the draw wind farms have for visitors. In Scotland, England, and Denmark, wind farm tours have taken off with an added dash of adventure — boats bring visitors beneath the blades of offshore farms, while others offer mountain biking or hiking trails around the turbines. “While there’s no data to indicate the size of this nascent slice of the hospitality sector,” writes Bloomberg, “there is ample research to suggest that travelers are not only unfazed by wind farms, but find them objects of fascination.” As a boat captain who runs tours at a wind farm off of Rhode Island told the publication, “I thought, ‘This is definitely going to be a moneymaker.’”
It’s not necessarily a heightened interest in renewable energy, though, that is bringing visitors. Spiglanin says many of the guests who come to Palm Springs are actually interested in robotics. That is particularly true this year, since the world’s major high school robotics competition is focused this season on the future of sustainable energy and power: “As a result of that, we had a family fly down in a private jet from San Jose so that these kids could learn about wind energy, and they flew back the same day,” Spiglanin tells me.
Palm Springs Windmill Tours doesn’t mind shifting to fit the interests of its visitors, whether they’re engineers or curious passing travelers to whom “325 megawatts” — the storage capacity of an enormous new battery facility being built on the grounds — is just a number. The tour adapted to COVID-19 with a self-driving tour (the one I took, facilitated by an app) as well as an open-air golf cart tour. They’re bringing back bus tours this summer, too, both so tourists can stay air-conditioned as the temperatures begin to crest 100 degrees, but also because — as I increasingly realized speaking with Spiglanin — you can’t beat the experience of having a live, personal wind “fan” lead your way.
You won’t get views like you do from taking “the tram up to the top [of San Jacinto Mountain]” — the 8th-ranked attraction — “and we don’t give you good food. We actually don’t serve any food,” Spiglanin says. People still mostly come to Palm Springs for the music and the golf courses, the casinos and the Elvis honeymoon house, the sun and the stargazing. But maybe one day, they’ll come for the wind, too.
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The COVID-era political divide is still having ripple effects.
Six years ago this month, the Centers for Disease Control and Prevention began advising that even healthy individuals to wear face coverings to protect themselves against the spread of what we were then still calling the “novel coronavirus.” Mask debates, mandates, bans, and confrontations followed. To this day, in the right parts of the country, covering your face will still earn you dirty looks, or worse.
If there were ever another year to have an N95 on hand, though, it’s this one. This winter was the warmest on record in nine U.S. states; Oregon, Colorado, Utah, and Montana have also recorded some of their lowest snowpacks since record-keeping began. That cues up the landscape in the West for “above normal significant fire potential,” in the words of the National Interagency Fire Center, which issues predictive outlooks for the season ahead. And it’s not just the West: the 642,000-acre Morrill grass fire, which ignited in early March, was the largest in Nebraska’s history, while exceptional drought conditions stretching from East Texas through Florida have set the stage for “well above normal fire activity” heading into the spring lightning season. As of the end of March, wildfires have already burned more than 1.6 million acres in the U.S., or 231% of the previous 10-year average.
“Air pollution is the most significant toxic environmental exposure that the average person is ever subjected to, and wildfire smoke in particular is probably the most toxic type of air pollution [they’re] ever exposed to,” Brian Moench, the president at Utah Physicians for a Healthy Environment, a nonprofit clean-air advocacy group, told me.
Our understanding of just how dangerous that smoke is grows by the year. After having their grant pulled by the Trump administration, researchers at the University of California, Davis Health and UCLA persisted in publishing a report this winter reviewing more than 8.6 million births in California and demonstrating a link between exposure to wood smoke during pregnancy and the increased likelihood of autism. Another report, also published this winter by researchers from UCLA, estimated that the particulate matter from wildfire smoke is responsible for nearly 25,000 deaths per year in the United States, with no safe threshold for exposure.
“If a person is in a circumstance where they really can’t avoid wildfire smoke,” Moench added, “they absolutely should be doing everything they can to protect themselves.”
As public health offices around the country will tell you, one of the best ways to do just that is by donning an effective mask. N95 respirators specifically are about 95% effective at protecting the wearer against the dangerous particulates in wildfire smoke (although not gases or asbestos). Though not recommended by public health departments due to their comparative ineffectiveness, even surgical and cloth masks can offer limited particulate protection of about 68% and 33%, respectively.
But you have to actually wear them. After the Los Angeles fires in early 2025, health officials warned that exposure to toxic ash and dust remained a threat even after the air quality index returned to safe levels; one public health official who spoke to The New York Times recommended wearing a face mask for at least a month after the fires, a duration likely to feel interminable to all but the most cautious of people. “I think there’s a reluctance on the part of a lot of people to wear masks based not on anything other than they don’t want to make a political statement with their public outings,” Moench said. “I think there are a lot of people who just want to shy away from the controversy that they represent, irrespective of whether or not it’s a good idea.”
Moench has first-hand experience with the frustrating experience of promoting lung health in the polarized, post-COVID world of masking. Last year, Utah lawmakers floated a statewide mask ban with exceptions only for Halloween and masquerades — but not for legitimate health concerns such as poor air quality due to wildfire smoke. Though the ban was swiftly shot down, in part due to the outcry from disability advocates and environmental health groups, including Physicians for a Healthy Environment, the fact that the legislature floated it at all underscores how masks remain divisive, even years after mandates ended.
Many in public health have approached post-COVID messaging around masking by promoting scientific facts. Bev Stewart, the regional director of health initiatives at the American Lung Association of the Mountain Pacific, told me that in her experience, “It’s rare that somebody would say, ‘I would never, under any circumstance, wear a mask.’” She called the process of trying to reach skeptics a “conversation,” noting that there tends to be “a large misunderstanding about how lungs work” — namely, that masks offer protections that extend beyond the associations with the pandemic.
“Many types of air quality concerns could be mitigated with masks,” Stewart told me. “Sometimes we’re just thinking too narrowly about one specific instance and forgetting the forest for the trees.”
Others I spoke to, though, were doubtful that the populations who are most resistant to mask-wearing could be reached through facts alone. A portion of the country has “lost all respect for empirical evidence, facts, and science — virtually everything that modern civilization was based upon,” Moench said.
Jonas Kaplan, an associate professor of psychology at the University of Southern California, has put numbers to Moench’s conjecture. During the COVID pandemic, Kaplan studied how messaging can reach anti-maskers, discovering that when “information about masks was framed in terms of pure science, there was no significant reduction in anti-mask beliefs or change in mask-wearing behavior.”
Kaplan told me that a lot of the resistance in the anti-masking community comes down to, “What will people in public think of me? What would my friends think of me?” The most effective messages, he’s found, are those that speak to in-group values rather than presenting straight facts. “It wasn’t like, ‘Studies show that this is safe …’” broke through with the skeptics, Kaplan said. “It was more about emphasizing, ‘This is important, and we should care about it.’”
Science, though, does still have a vital role to play. Though we already have a better understanding of the impacts of smoke exposure than we did even a few years ago, more research is needed into its long-term effects. That will also give us greater clarity into how to best protect the more than 25 million Americans who are exposed to wildfire smoke every year — both physically, via better masks and air filters, as well as through better public health messaging.
“Smoke by itself — we know what’s in it, and we know you don’t want to breathe it in,” Emily Fischer, a leading expert on air pollution and a researcher and professor at Colorado State University, told me. “We also know that there are protective actions that families can prepare for, and do their best to take.”
Unfortunately, under the Trump administration, the Environmental Protection Agency, the National Oceanic and Atmospheric Administration, and the National Science Foundation, which had previously led research in the area, have drastically reduced their funding. Just this week, The Hill reported that NOAA has cut off grant funding to the University of Colorado’s Cooperative Institute for Research in Environmental Sciences, which, in addition to research into greenhouse gases, has extensively studied wildfire-related air pollution.
Fischer has been affected, too. “My team has had grants terminated related to air quality and protecting public health, and that’s really sad because the smoke doesn’t care if you’re a kid, if you’re elderly, or if you live in a red or blue state,” she said. “Families really need to think right now about how to protect themselves and their loved ones” against the smoke ahead, she told me.
Current conditions: Temperatures in the Northeast are swinging from last week’s record 90 degrees Fahrenheit to a cold snap with the risk of freezing • After a sunny weekend, the United States’ southernmost capital — Pago Pago, American Samoa — is facing a week of roaring thunderstorms • It’s nearing 100 degrees in Bangui as the Central African Republic’s capital and largest city braces for another day of intense storms.
The price of crude spiked nearly 7% in pre-market trading Sunday after the fragile ceasefire between Iran and the U.S.-Israeli alliance. Things had been looking up on Friday, when President Donald Trump announced what appeared to be a breakthrough in talks with Tehran in a post on Truth Social, saying Iran would “fully reopen” the Strait of Hormuz. By Sunday, however, the U.S. commander in chief was accusing Tehran of firing bullets at French and British vessels in the waterway in “a total violation of our ceasefire agreement,” adding: “That wasn’t nice, was it?” On Sunday afternoon, Trump posted again to announce that the U.S. had seized an Iranian-flagged cargo ship attempting to traverse the strait. The prolonged conflict will only harden the historic rupture the severe contraction of oil and gas supply to the global market in modern history has triggered in global energy planning. “As happened with Russia’s war against Ukraine, the consequences of the Hormuz closure cannot simply be undone. That leaves countries — especially poorer countries dependent on fossil fuel imports — with a stark choice about how to fuel their future economic growth,” Heatmap’s Matthew Zeitlin wrote last week. “The crisis may have tipped the balance towards renewable and storage technology from China over oil and natural gas from the Persian Gulf, Russia, or the United States.”
While the surge in gasoline costs “likely peaked,” Secretary of Energy Chris Wright warned that the price at the pump could remain above $3 a gallon until 2027 during an interview with CNN’s Jake Tapper on Sunday.
The Trump administration pitched its deal to pay TotalEnergies nearly $1 billion to cancel the company’s offshore wind leases as a win-win: The government would reimburse the French energy giant for every penny it spent to acquire the leases, and in exchange, Total would “redirect” the money to U.S. oil and gas development. But new document released Friday and analyzed by Heatmap’s Emily Pontecorvo show that “Americans’ side of the bargain appears to be worthless” given that “Total did not have to make any new investments to get its check.” Indeed, the company was already planning investments in the U.S. that would likely qualify under the deal.
Offshore wind investments are, meanwhile, moving forward. Danish developer Orsted has installed the first wind turbine at its Sunrise Wind project off the coast of New York, offshoreWIND.biz reported. The turbine is the first of what’s expected to be 84 turbines totaling nearly a gigawatt of maximum capacity. It comes just weeks after Wind Scylla, the Cadeler-owned vessel specially designed to deploy turbines, completed work on Revolution Wind, Orsted’s flagship first project off the coast of Rhode Island. That the project is moving ahead as normal is a victory unto itself. The Trump administration pulled out every stop to halt construction of all offshore wind projects.
The Supreme Court ruled Friday that energy companies facing lawsuits over environmental damage to the Louisiana waterfront from oil and gas production can move those cases from state to federal court, where more favorable outcomes are expected. In a unanimous decision in favor of Chevron, Justice Clarence Thomas wrote that “Congress has long authorized” the transfer from state to federal courts. The New York Times described the ruling as “a significant victory for oil companies.”
The decision comes two months after the Supreme Court agreed to hear Suncor Energy Inc. v. County Commissioners of Boulder County, which concerns jurisdiction for “public nuisance” claims. It’s still awaiting a hearing date. But the litigation, which dates back to 2018, came when the city and county of Boulder, Colorado, sued the oil giants Exxon Mobil and Suncor for damages from climate change, bringing charges under state law. “The oil companies tried repeatedly to get the case dismissed, arguing that it belonged in federal court. But time and again, the courts disagreed. The Supreme Court already rejected an earlier petition to review the question of whether the case belonged in state or federal court in 2023,” Emily wrote in February. “Now it has agreed to consider a slightly different petition, filed last summer, over whether federal law preempts Boulder’s state-law claims.”
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Pharmaceutical giant Eli Lilly has agreed to work with the state of Indiana to build out “a future pathway for nuclear energy solutions” including “small modular reactors and other advanced nuclear technologies.” The drugmaker behind antidepressant Prozac and erectile dysfunction treatment Cialis signed a letter of intent with the state last month. The deal, first reported by Axios on Friday, marks the latest example of a big corporate power user laying out plans for atomic energy investments for something other than data centers. In 2022, the steelmaker Nucor signed a deal with nuclear developer NuScale to explore building a small modular reactor near one of its electric arc furnaces, and last year forged an alliance with The Nuclear Company to consider backing the startup’s efforts to establish a supply chain for building fleets of reactors. In 2023, Dow Chemical inked a deal with X-energy to use the next-generation nuclear developer’s high-temperature gas-cooled reactors to potentially swap out fossil fuels for splitting atoms as its industrial heat source.
Not all is looking rosy for the nuclear industry. Fermi America, the startup led by former Texas Governor Rick Perry and which promised to build a giant data enter complex backed by, isn’t just “faltering, it’s imploding,” according to a report by independent energy journalist Robert Bryce. But other projects are advancing. On Friday, the next-generation reactor startup Kairos Power broke ground on its demonstration project in Oak Ridge, Tennessee. Then, on Saturday, Bloomberg reported The Nuclear Company was moving forward with a bid to finish construction of South Carolina's abandoned V.C. Summer nuclear plan.

Brazil is racing to develop its critical minerals as the U.S. looks for new sources in the hemisphere that can help Washington loosen China’s grip over the metals. Just how to regulate the nascent industry is a hot topic in Brazilian politics right now. Lawmakers who back left-wing President Luiz Inácio Lula da Silva are pushing to form a state-owned mining company. In a Sunday post on X, Lula boasted that Brazil “already holds the world’s largest reserve of niobium, the second largest of graphite and rare earths, and the third largest of nickel” — and “only 30% of the mineral potential” is mapped out as of yet. Following the lead of mineral-rich countries in Asia and Africa, Brazil said it would look to make deals for processing and refining. “We will not repeat the role of mere exporters of mineral commodities,” Lula wrote. “We are open to international partnerships that include stages of higher value added and technology transfer.”
That could be an opening for deals with China, which dominates the processing industry. Countries such as Indonesia and Zimbabwe banned exports of raw ore in a bid to capture more of the industrial supply chain. “There are a lot of countries that want something like this right now,” Tim Puko, a minerals analyst at the Eurasia Group, told me on X. “Brazil is one of the few with a good chance of pulling it off.”
Japan may be facing record gas prices as the Iran War squeezed shipments of liquified natural gas. But it’s got some backup coming onto the grid from two sources of clean firm power. Unit 6 of the Tokyo Electric Power Company’s Kashiwazaki-Kariwa nuclear power plant, a 1,356-megawatt Advanced Boiling Water Reactor shut down after Fukushima, has resumed commercial operation, World Nuclear News reported. Furusato Thermal Power has announced that the roughly 5-megawatt Waita No. 2 geothermal power plant, located in Kumamoto Prefecture, Japan, has officially started commercial operations, just two years after construction started, ThinkGeoEnergy reported.
Investor and philanthropist John Doerr shares a refresh to his Speed & Scale climate action tracker.
John Doerr thinks it’s time to refresh his grand plan for decarbonization. The Kleiner Perkins chairman and climate-focused philanthropist published his book Speed & Scale: An Action Plan for Solving Our Climate Crisis Now five years ago; then a year later, he introduced an online tracker to measure global progress across the book’s core objectives, which includes sectoral targets such as electrifying transport as well as execution-related goals that cut across all sectors such as winning on politics and policy and increasing investment investing.
But in the time since, both the world and the climate outlook have shifted significantly. So Doerr, alongside his co-author and advisor Ryan Panchadsaram, concluded that both the action plan and the metrics used to assess progress were due for a major revamp.
Heatmap got an exclusive look at the updated Speed & Scale tracker ahead of San Francisco Climate Week, where Doerr and Panchadsaram will unveil the new data and analytical framework underpinning this iteration. Designed to give budding entrepreneurs, business leaders, and policymakers a comprehensive view of where the world stands and how far it has to go in its fight against climate change, the tracker aims to help these stakeholders decide where to deploy their attention and capital.
Doerr told me the original plan has been a success in this regard. “We became convinced by the number of entrepreneurs, founders, technology experts and policy people who said, you know, that Speed & Scale plan influenced my decision about what to do — not how to do it, but what ought to really be done,” he said.
But Doerr is also well aware that we’re living in a different world now. “We had AI arrive and change the demand for electrical power, we have geopolitical forces that we’re trying to understand and cope with,” he told me. “And finally, there’s just the indomitable power of markets and price. All of which is to say, we can’t stick with a plan that’s five years old. It’s time to revise it.”
The updated plan preserves the six main objectives — electrify transportation, decarbonize the grid, fix food, protect nature, clean up industry, and remove carbon from the atmosphere — while including interim 2035 targets as well as 2050 targets aligned with a global net zero pathway. It also retains four other objectives on how to accelerate progress — that is, through politics and policy, turning movements into action, innovation, and investment. The team then breaks these 10 overarching priorities into subtargets called “key results,” in accordance with the goal-setting framework that Doerr famously introduced to Google in the late 1990s that has since become widely adopted across the tech industry.
While the key results in the original plan framed targets in percentage terms — for example, “increase EV sales to 50% of all new car sales by 2030” — the updated version uses absolute figures instead, such as “Increase the number of electric cars to over 600 million by 2035.” The idea, Panchadsaram told me, is to make the targets more tangible and thus easier to understand and act upon.
Another major change is the data that Speed & Scale uses to measure progress, which has altered the emissions picture significantly. Previously, the tracker relied on emissions estimates from the United Nations Environment Programme, but it’s since switched to data from the independent organization Climate TRACE, which combines satellite imagery, remote-sensing, and artificial intelligence to produce a more granular, point-source view of global emissions. The new data illuminated sources that have historically been undercounted, such as wildfire activity and methane leaks. This updated methodology indicates that annual emissions are about 74 gigatons a year, not the 59 gigatons that the old tracker had estimated using the UN’s numbers.
It was a shock for the team to see how drastically the topline figure changed with this new data, Panchadsaram told me, though it reinforced their notion that key results should usually represent gigaton-level opportunities for emissions abatement. But given that the world is still lagging across so many of these metrics, the Speed & Scale team no longer thinks it’s possible to limit global warming to 1.5 degrees Celsius, although they say staying under 2 degrees remains viable with increased ambition.
But it’s not all bad news. The updated tracker highlights six key results — out of 52 total — that the world is on track to meet. These include electric vehicle adoption and achieving cost parity with combustion cars, continued scaling of solar and wind generation, cost reductions for zero-emissions firm and variable power, and reducing operational emissions among Fortune Global 500 companies. There’s even one milestone that has already been reached — clean energy jobs now outnumber fossil fuel jobs, according to data from the International Energy Agency.
When I asked the duo whether they were surprised at where we’d managed to eke out climate wins, Panchadsaram told me, “I think we were right directionally on the technologies. Who ended up scaling them was probably the radical change.” For instance, Speed & Scale spent a lot of words on the electric bus manufacturer Proterra, a Kleiner Perkins-backed startup that filed for bankruptcy in 2023. At the same time, the book devoted just a few paragraphs to the Chinese automaker BYD, which surpassed Tesla in global sales last year.
Yet unfortunately and predictably, there is a lot of bad news to be found in this latest update, too. Seven key results are labeled “code red,” indicating focus areas individually responsible for over 3 gigatons of annual emissions where there’s been little to no progress. These include methane leaks, heating and cooling of buildings, livestock management, and the manufacture of steel and other industrial materials. Beyond this, the tracker is filled with categories where we’re making either “insufficient” progress or “failing,” with the latter indicating stagnation in areas where the impact is less than 3 gigatons per year.
Many of the “code red” results represent hard-to-abate sectors where decarbonization technologies don’t exist at scale, command a high green premium, or frequently both. This is a reality that Doerr and Panchadsaram are well aware of. “Our friend Al Gore always says, ‘We have all the technologies we need to get to where we need to go. All we need is more political will,’” Doerr told me. He thinks Gore is correct — to an extent. “We’ve got all the technologies we need to get us to 2030 or 2035. We don’t have all the innovation we need to get us to 2050.”
To get even more granular on the innovation imperatives most critical to the energy transition, the Speed & Scale team partnered with organizations including Breakthrough Energy, McKinsey, Stanford University’s Doerr School of Sustainability, and Elemental Impact to develop the Climate Tech Map, which I covered last year. In combination with the updated Speed & Scale plan, the map is designed to direct innovators toward key technological frontiers while also giving them a foundational grounding in the structure and challenges of these sectors.
Other updates to the tracker also reflect our changing political and market realities, with certain targets now recalibrated to align with current conditions. For instance, while the old tracker aimed to make climate a top-three voter issue, “we failed in achieving that objective,” Doerr told me. Climate messaging hasn’t proven to be a particularly salient issue for voters on either side of the aisle, and the updated tracker now sets what the team thinks is a more attainable benchmark — making climate a top-five issue.
Of course, even that is still quite a bold goal, as are most of the key results that Speed & Scale hope to achieve. But that’s the way it should be, Doerr said. “What was an opportunity has become an imperative, and so we have really got to step up our game and do it fast.”