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The eastern and northern United States are suffering under a hazy, poisonous cloud of wildfire smoke, produced by out-of-control forest fires in Quebec and Nova Scotia. The most toxic soot and ash are sitting virtually on top of North America’s most densely populated corridor, clouding the air in New York City; Toronto; Ottawa; Philadelphia, Washington, D.C.; and Norfolk, Virginia.
Air pollution alerts are in effect across the United States and Canada, affecting roughly 150 million people.
This is Heatmap’s set of commonly asked questions about the crisis. We’ll keep it updated throughout the event.
Hundreds of wildfires have raged across northern Quebec for the past few weeks, driven by unusually warm and dry conditions.
Then on Monday, a low-pressure system surrounded by counterclockwise winds moved just off New England’s coast. Its strong, dry gusts fanned the flames in Canada, then pushed the resulting smoke and ash into the eastern United States.
Intense Canadian fires are unusual this early in the season, but the fires this year were fed by a warm spring and drought-like condition, Kent Moore, an atmospheric-physics professor at the University of Toronto, told me. Because the fires took hold before the vegetation could “green up” for the spring, the conflagrations grew more rapidly than they normally would, he said.
The dry conditions also helped the fires ignite the soil itself. “Because the soil was so dry — because of the dry winter and the dry spring — the fire got into the ground,” he said. “The vegetation below ground started to burn, and those are much harder to put out.”
This is likely one of America’s worst days for air pollution in several decades, in terms of the number of people affected and the severity of the exposure, Marshall Burke, an economist and sustainability professor at Stanford, told me.
“It’s pretty off the chart,” Burke said. Wildfire smoke is affecting New York City much more acutely — and much earlier in the year — than it has at any time since 2006, when contemporary air-pollution data began to be kept.
It is difficult to attribute a single unprecedented event to climate change, and the climatology of wildfires in eastern North America is particularly challenging. (Climate change has more clearly worsened wildfires out West.) “This is probably an unlucky year for Canada, as far as wildfires go,” Moore, the atmospheric physicist, said.
But wildfires will become more likely across Canada as the climate changes, he said. And while climate change should broadly increase rainfall across Canada, it will also increase the likelihood of heat waves and more extreme spring and summer temperatures, which can make wildfires more likely.
“Nova Scotia has always had wildfires. It’s just they’ve had more wildfires this year than they have on average for the whole year,” he said. “There’s always going to be wildfires, but there’s going to be more of them.” As Canadian cities sprawl into previously uninhabited woodland areas, he added, the human impacts of wildfires will increase — even if the number and intensity of wildfires does not.
First, consult the air quality index at AirNow.gov. The AQI is a unit-less index of air quality running from zero to 500; any reading above 100 would rank as unusually polluted in the United States. On Wednesday afternoon, some air sensors in New York and New Jersey indicated that the AQI exceeded 400.
If it’s higher than 100, then the most vulnerable groups of people — including children, the elderly, anyone with a cardiopulmonary condition, and pregnant women — should limit strenuous activity outdoors. If higher than 150, then people should generally try to limit their outdoor activity; at levels above 200, the air is considered unhealthy and everyone should try to go outside as little as possible.
If you think you might be especially vulnerable, err on the side of caution. Recently, a body of new and large-scale studies have shown that air pollution is generally worse for the body and brain than previously thought.
Then, if you’re in an area with hazardous air pollution, consider how to limit your exposure to the air as much as possible. Keep your doors and windows closed. An air filter outfitted with a HEPA filter can improve the air in a home or apartment. It should generally be closer to the most sensitive people.
“Any pregnant moms — if my wife or anyone I knew was pregnant right now — I would be texting them to stay inside and sit by an air filter,” Burke told me. Exposure to severe air pollution during pregnancy has been shown to increase the risk of preterm birth, and it can reduce a child’s lifelong earnings, cognitive performance, and other indicators, he said.
A KN95 or N95 mask — the type of high-filtration mask used to prevent COVID infection — can also significantly limit your exposure to soot and ash. If you are in a sensitive group or are worried about air pollution’s health effects, you could consider wearing a mask inside if you have no other way to filter the air.
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“I mean, God bless the Europeans for caring about climate.”
Bill Gates, the billionaire co-founder of Microsoft and one of the world’s most important funders of climate-related causes, has a new message: Lighten up on the “doomsday.”
In a new memo, called “Three tough truths about climate,” Gates calls for a “strategic pivot.” Climate-concerned philanthropy should focus on global health and poverty, he says, which will still cause more human suffering than global warming.
“I’m not saying we should ignore temperature-related deaths because diseases are a bigger problem,” he writes. “What I am saying is that we should deal with disease and extreme weather in proportion to the suffering they cause, and that we should go after the underlying conditions that leave people vulnerable to them. While we need to limit the number of extremely hot and cold days, we also need to make sure that fewer people live in poverty and poor health so that extreme weather isn’t such a threat to them.”
This new focus didn’t come with a change in funding priorities — but that’s partly because some big shake-ups have already happened. In February, Heatmap reported that Breakthrough Energy, Gates’ climate-focused funding group, had slashed its grant-making budget. Gates later closed Breakthrough’s policy and advocacy office altogether.
Despite eliminating those financial commitments, he still dwells on two of his longtime obsessions in the new memo: cutting the “green premium” for energy technologies, meaning the delta between the cost of carbon-emitting and clean energy technologies, and improving the measurement of how spending can do the most for human welfare. The same topics dominated his thinking when I last spoke to the billionaire at the 2023 United Nations climate conference in Dubai.
What seems to have shifted, instead, is the global political environment. The Trump administration and Elon Musk gutted the federal government’s spending on global public health causes, such as vaccines and malaria prevention. European countries have also cut back their global aid spending, although not as dramatically as the U.S.
Gates seemingly now feels called to their defense: “Vaccines are the undisputed champion of lives saved per dollar spent,” he writes, praising the vaccine alliance Gavi in particular. “Energy innovation is a good buy not because it saves lives now, but because it will provide cheap clean energy and eventually lower emissions, which will have large benefits for human welfare in the future.”
Last week, Gates shared his thinking about climate change at a roundtable with a handful of reporters. He was, as always, engaging. I’ve shared some of his new takes on climate policy below. His quotes have been edited for clarity.
The environment we’re in today, the policies for climate change are less accommodating. It’s hard to name a country where you’d say, Oh, the climate policies are more accommodating today than they have been in the past.
The thesis I had was that middle income countries — who were already, at that time, the majority of all emissions — would never pay a premium for greenness. And so you could say, well, maybe the rich countries should subsidize that. But you know, the amounts involved would get you up to, like, 4% of rich country budgets would have to be transferred to do that. And we’re at 1% and going down. And there are some other worthy things that that money goes for, other than subsidizing positive green premium type approaches. So the thesis in the book [How to Avoid a Climate Disaster, published in 2021] is we had to innovate our way to negative green premiums for the middle income countries.
Climate [change] is an evil thing in that it’s caused by rich countries and high middle-income countries and the primary burden [falls on poor countries]. When I looked into climate activists, I said, Well, this is incredible. They care about poor countries so much. That’s wonderful, that they feel guilty about it. But in fact, a lot of climate activists, they have such an extreme view of what’s going to happen in rich countries — their climate activism is not because they care about poor farmers and Africa, it’s because they have some purported view that, like, New York City, can’t deal with the flooding or the heat.
The other challenge we have in the climate movement is in order to have some degree of accountability, it was very focused on short-term goals and per-country reports. And the per-country reporting thing is, in a way, a good thing, because a country — certainly when it comes to deforestation or what it’s doing on its electric grid, there is sovereign accountability for what’s being done. But I mean, the way everybody makes steel is the same. The way everybody makes the cement, it’s the same. The way we make fertilizer, it’s all the same. And so there can’t be some wonderful surprise, where some country comes in and, you know, gives you this little number [for its Paris Agreement goals], and you go, Wow, good! You’re so tough, you’re so good, you’re so amazing. Because other than deforestation and your particular electric grid, these are all global things.
If you’re a rich country, the costs of adaptation are just one of many, many things that are not gigantic, huge percentages of GDP — you know, rebuilding L.A. so that it’s like the Getty Museum, in terms of there’s no brush that can catch on fire, there’s no roof that can catch on fire, adds about 10% cost to the rebuild. It’s not like, Oh my god, we can’t live in LA. There’s no apocalyptic story for rich countries. [Climate adaptation] is one of many things that you should pay attention to, like, Does your health system work? Does your education system work? Does your political system work? There are a variety of things that are also quite important.
The place where it gets really tough is in these poor countries. But you know, what is the greatest tool for climate adaptation? Getting rich — growing your economy is the biggest single thing, living in conditions where you don’t face big climate problems. So when you say to an African country, Hey, you have a natural gas deposit, and we’re going to try to block you from getting financing for using that natural gas deposit … It probably won’t work, because there’s a lot of money in the world. It’s not clear how you’d achieve that. And it’s also in terms of the warming effect of that natural gas, versus the improvement of the conditions of the people in that country — it’s not even a close thing.
People in the [climate] movement, we do have to say to ourselves, For the Europeans, how much were they willing to pay in order to support climate? — and did we overestimate in terms of forcing them to switch to electric cars, to buy electric heat pumps, to have their price of electricity be higher? Did we overestimate their willingness to pay with some of those policies? And you do have to be careful because if your climate policies are too aggressive, you will be unelected, and you’ll have a right-wing government that cares not a bit about climate. I mean, God bless the Europeans for caring about climate. You worry they care so much about it that the people you talk to, you won’t be able to meet with them again, because they won’t be in power.
On EV investments hitting the brakes, Google’s nuclear restart, and a new data center consensus
Current conditions: Cyclone Montha is poised to make landfall over the Andhra Pradesh coast in eastern India with winds of up to 62 miles per hour • South Africa’s Northern Cape faces extremely high fire risks • Southwest California is also facing high risk of wildfires amid Santa Ana winds and dry, warm conditions today and tomorrow.
 
Hurricane Melissa has strengthened into a major storm, threatening to make landfall over Haiti, Jamaica, and Cuba as a Category 5 hurricane in the next few hours, with winds up to 180 miles per hour and more than four feet of rainfall. It’s likely to be the strongest storm to hit Jamaica since records started in 1851, with storm surge lapping the coast with waves of up to 15 feet. Already the storm has killed at least six people in the northern Caribbean. Evacuations started on Monday. “This can quickly escalate into a humanitarian crisis where a large number of people are in need of basic supplies such as food, safe drinking water, housing and medical care,” AccuWeather forecasters warned on Monday. “The prolonged nature of impacts can result in entire communities being cut off from aid and support for multiple days.”
The U.S. is just weeks away from reviving a shuttered nuclear plant for the first time, as Holtec International’s Palisades plant in Michigan nears its restart. Once that’s done, the Microsoft-backed project to revive the still-operable reactor at Pennsylvania’s Three Mile Island facility is likely the next nuclear site to come back from permanent decommissioning. Add another to the list. On Monday, Google inked a deal to back the restart of NextEra’s Duane Arnold nuclear plant, Iowa’s only atomic power station. As I reported in this newsletter back in August, NextEra was already considering a restart of the station, which shut down in 2020. It is, as my colleague Katie Brigham wrote in August, the zenith of the "nuclear dealmaking boom.”
The move comes as the U.S. finally embraces large-scale reactors again after years of pegging all future hopes of new nuclear construction on as-yet-unbuilt small modular reactors. On Tuesday, the U.S. government announced an $80 billion deal with Westinghouse to build a fleet of at least eight new power plants with a mix of gigawatt-sized AP1000s and some smaller versions, the Financial Times reported.
Heatmap’s Jael Holzman has breaking news on New York’s energy future: Swiftsure, a 650-megawatt battery energy storage development planned for New York’s Staten Island, was quietly scuttled in August. Rather than make a public announcement, the developer, Fullmark Energy (formerly Hecate), instead wrote a letter to the New York State Department of Public Service withdrawing the proposal. As Jael wrote, “nobody in Staten Island seems to have known until late Friday afternoon when local publication SI Advance first reported the withdrawal.” The project faced heavy opposition, including from New York Republican mayoral candidate Curtis Sliwa. The campaigns of Democrat Zohran Mamdani and independent Andrew Cuomo did not respond to requests for comment.
In other local news, Heatmap’s Jeva Lange is out with a remarkable new series called The Aftermath, a look at surviving the infernos that are increasingly a fact of life in parts of the U.S., especially out West. The series includes stories on the challenges involved in evacuation, why relocation can be impossible, the stories of wildfires that don’t capture national attention, the limits of what the public knows and doesn’t know about wildfires, and the buffers towns such as the fire-scorched Paradise, California, are trying to establish.
Investments in electric vehicle-related infrastructure, including batteries factories, vehicle assembly plants, and charging stations, tumbled by nearly a third to $8.1 billion in the three months leading to September compared to the same period a year earlier, according to the Financial Times. The analysis, based on data from the U.S. Clean Investment Monitor, found that about $7 billion of planned EV investments were abandoned between April and September. The pullback could define the West’s place in the EV industry for years to come, widening China’s lead over production of battery-powered cars. “We need to … be quicker in development to compete with the Chinese,” Hakan Samuelsson, chief executive of Volvo Cars, told the newspaper. “As soon as you weaken these signals, everything will slow down,” he added, referring to the knock-on effect of policy changes emanating from the White House.
When Secretary of Energy Chris Wright last week directed the Federal Energy Regulatory Commission to fast-track interconnection request for large new energy users, he also endorsed the somewhat controversial idea that big electricity users such as data centers should dial back their operations from time to time when the grid is stressed, Latitude Media’s Lisa Martine Jenkins reported last week. On Monday, ChatGPT-maker OpenAI threw its weight behind the idea. In a letter to the White House’s Office of Science and Technology Policy, Christopher Lehane, OpenAI’s chief government affairs officer, called on regulators to “expand use of curtailable load resources and modernize interconnection policy.” Lehane said “we welcomed the news last week that” Wright had expressed support for the policy. “To strengthen grid reliability and expand capacity for AI and other flexible loads, FERC should allow more demand-side participation in wholesale markets and speed up interconnection for large loads that can curtail,” he added.
The idea has been gaining momentum since Duke Energy researcher Tyler Norris put out a landmark paper in February identifying up to 100 gigawatts of additional load the grid could absorb if data centers simply adopted a policy of reducing power consumption when there was a shortage of electrons. Heatmap’s Matthew Zeitlin called it “one weird trick for getting more data centers on the grid.”
Carbon removal startup Rewind has launched DMS Georgia, the first commercial-scale carbon removal operation using deep mine storage. It’s the first time a certified carbon credit will be delivered by plant-based carbon in naturally oxygen-free underground environments. The project aims to bury carbon-emitting biomass in environments where the lack of oxygen makes decomposition impossible. By 2030, Rewind aims to remove one million metric tons of carbon per year.
Fullmark Energy quietly shuttered Swiftsure, a planned 650-megawatt energy storage system on Staten Island.
The biggest battery project in New York has been canceled in a major victory for the nascent nationwide grassroots movement against energy storage development.
It’s still a mystery why exactly the developer of Staten Island’s Swiftsure project, Fullmark Energy (formerly known as Hecate), pulled the plug. We do know a few key details: First, Fullmark did not announce publicly that it was killing the project, instead quietly submitting a short, one-page withdrawal letter to the New York State Department of Public Service. That letter, which is publicly available, is dated August 18 of this year, meaning that the move formally occurred two months ago. Still, nobody in Staten Island seems to have known until late Friday afternoon when local publication SI Advance first reported the withdrawal.
Second, Swiftsure was going to be massive. It was the largest planned battery storage project in New York State, according to public records, with the ability to store upwards of 650 megawatts of electricity — enough to power more than half a million homes. That makes Swiftsure likely one of the largest battery projects in the country, with more capacity than any other energy storage project currently facing opposition in the U.S., according to our very own Heatmap Pro database. This is the second Fullmark project to totally flop in recent months. We reported last week that one of the company’s projects outside of Los Angeles had its permits voided in a court ruling that also blocked battery storage development in unincorporated areas outside the city.
Third, and potentially most significant for energy developers in New York City: Swiftsure’s death will almost certainly embolden the anti-storage activist movement.
Curtis Sliwa, the Republican nominee in next week’s New York mayoral election, was one of many local politicians who opposed Swiftsure and rallied with residents close to the proposed site in May. He’s part of a broader trend of Republican politicians becoming skeptical of battery storage sites near where people live and work, including in Democrat-ruled New York.
Putting batteries in the five boroughs has always been a challenge, but January’s Moss Landing battery fire in California created a PR frenzy in the city, as conservative figures seized on the online panic created by the blaze. Once-agnostic GOP members of Congress from New York City are now anti-battery storage in their backyards, including Anthony D’Esposito, Nicole Malliotakis and Mike Lawler. Trump’s Environmental Protection Agency administrator, Lee Zeldin — a former NYC congressman — is now weighing in against individual battery projects on Long Island and Staten Island.
Swiftsure was proposed in 2023 and permitted by the state last year. Fullmark was given a deadline of this spring to submit routine paperwork demonstrating how it would comply with conditions of the site’s permit, including how the battery storage project would be decommissioned. In August, the New York Department of Public Service gave Fullmark an extension until October 11.
Instead of meeting that October deadline, it seems Fullmark quietly withdrew its Swiftsure proposal.
It’s unclear how Democrat Zohran Mamdani or independent Andrew Cuomo would handle the rise of the anti-battery movement if either of them wins the November 4 mayoral election. That’s partially because energy policy and climate change have been non-issues in the campaign, saving small mentions of nuclear power, heat pumps, or gas prices in one-off debate answers or social media posts.
Sliwa, who has referred to Swiftsure as a “mini Chernobyl,” told me that he anticipates this victory will lead to more protests at more battery sites, no matter who wins the mayoral election. “The cancellation of this lithium-ion battery warehouse will reverberate throughout the boroughs,” Sliwa told me Monday. “It’ll be a rallying cry [because] it’s not a fait accompli that these facilities will be complete and operational.”
The Mamdani and Cuomo campaigns did not respond to requests for comment on Swiftsure’s cancellation.