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Climate

Brazil’s Displacement Fears

On the Biden administration’s carbon removal investments, the climate refugees of Brazil, and more

Wednesday sunrise.
Heatmap Illustration/Getty Images

Current conditions: More storms and possible tornadoes are forecast to hit Texas and the Plains, where millions of people are still without power • Cyclone Remal, the first tropical storm of the season, killed at least 23 people in India and Bangladesh • Brazilian authorities are investigating up to 800 suspected cases of waterborne illness following unprecedented flooding over the past month.

THE TOP FIVE

1. Biden administration invests in carbon removal

The Department of Energy on Tuesday gave $1.2 million to companies competing for a chance to sell carbon removal credits to the federal government. These 24 semifinalists, which were each awarded $50,000, include nine direct air capture projects, seven biomass projects, five enhanced rock weathering projects, and three marine-based projects. Up to 10 of them will be offered federal contracts amounting to $30 million. “The Department of Energy hopes that by selecting 24 companies that have been vetted by government scientists, it’s sending a signal to the private sector that there are at least some projects that are legitimate,” Heatmap’s Emily Pontecorvo writes, referencing struggles in the broader carbon credits marketplace.

2. Brazil floods leave some permanently displaced

Weeks of deadly flooding in Brazil displaced hundreds of thousands of people. Many of them now are — or will become — climate refugees. Residents of the cities devastated by the floodwaters are now rethinking how to live alongside the increasingly unpredictable rains. As climate refugees, they join the survivors of other climate disasters in recent years and the millions more who are expected to follow in their footsteps over the coming decades. “Brazil is not going to be a one-off,” Andrew Harper, a senior official at the U.N. High Commission for Refugees, told The Washington Post. “What we are seeing is the start of something that will become more frequent and more extreme and lead to more people left vulnerable, with no choice but to move to a safer location.”

3. New satellite will study clouds and climate

SpaceX launched the EarthCARE (Earth Cloud, Aerosol, and Radiation Explorer) satellite, a joint project between the European Space Agency and the Japanese Aerospace Exploration Agency, on Tuesday in a mission that will study the impact that clouds have on the climate. The satellite, which has been 20 years in the making, will use four instruments, including radar and imaging systems, to measure clouds’ altitude, structure, and movement. The mission will take place at a relatively low orbit and is expected to last at least three years. Researchers hope the data it collects will lead to improvements both in long-term climate modeling and short-term weather forecasting.

4. Supreme Court to hear San Francisco’s case against the EPA

The Supreme Court will hear a lawsuit brought by the city and county of San Francisco against EPA Clean Water Act discharge regulations. Lawyers representing San Francisco argued in their petition that the federal regulations — which prohibit violations “of any applicable water quality standard” rather than setting numerical pollution limits — are too vague. “These prohibitions effectively tell permit holders nothing more than not to cause ‘too much’ pollution,” the petition said. The EPA argued in response that the requirements are meant to keep permits in line with regional and state discharge standards. “Those standards, in turn, establish specific limits to which petitioner’s discharges must conform,” the EPA’s brief said. In recent years, the conservative Supreme Court has ruled against the EPA in high-profile cases.

5. Poll: Voters favor climate accountability

Almost two-thirds of U.S. voters want oil companies to ”be held legally accountable for their contributions to climate change,” The Guardian reported Tuesday. A poll conducted by consumer advocacy nonprofit Public Citizen and progressive polling firm Data for Progress found that 62% of voters — including 84% of Democrats, 59% of independents and 40% of Republicans — supported the idea. Asked about their stance on “criminal charges being filed against oil and gas companies to hold them accountable for deaths caused by their contributions to climate change,” 49% expressed support and 38% said they were opposed. A growing number of states, counties, and cities are suing major oil companies for climate damages. “These national findings show these cases may be able to earn popular support, particularly in blue jurisdictions,” Grace Adcox, senior climate strategist at Data for Progress, told The Guardian.

THE KICKER

A five-bedroom house in Rodanthe, North Carolina, has become the sixth house along its stretch of seashore to fall into the ocean in the past four years as coastal erosion increasingly threatens homes built near the water.

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AM Briefing

Europe Braces to Bake

On Trump’ inverter ban, American antimony, and thermal batteries

Europe Braces for Energy Cuts as Rivers Heat and Dry Up
Heatmap Illustration/Getty Images

Current conditions: The unusual humidity thickening the Los Angeles air this week is the result of a warmer Pacific Ocean, a sign of climate change • Temperatures are topping triple digits Fahrenheit in the Spanish capital of Madrid • Severe storms are pummeling the central United States from the Plains to Appalachia.

THE TOP FIVE

1. Europe braces for energy cuts as rivers heat and dry up

The latest heat wave roasting Europe is warming up rivers and drying the watercourses on which the continent’s energy systems rely. In Eastern Europe, the mighty Danube has hit record lows, beaching boats in Croatia, squeezing out a quarter of Serbia’s fuel shipments, and forcing Hungary’s only nuclear power station to shut down as cooling water disappeared. The cost of navigating the barges that ship petroleum products, chemicals, coal, and steel down the Rhine river skyrocketed 400% in the last two months as water levels plummeted, as Bloomberg columnist Javier Blas pointed out. Economists warned the German broadcaster DW this week that the Rhine’s low levels could slash as much as 0.2% off Germany’s entire economic output in the third quarter of this year. It’s a stark reminder of what Heatmap contributor Hazel Southwell wrote back in 2023: Economies aren’t ready for rivers to dry up.

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Politics

Exclusive: Over 530 Local Laws Now Seek to Ban or Restrict Data Centers in U.S.

The overwhelming majority of the ordinances were enacted this year, a Heatmap Pro review shows. They’re helping to drive an unprecedented surge of data center cancellations.

Local laws restricting or banning data centers.
Heatmap Illustration | Unsplash

America’s data center backlash is gaining steam.

Anti-data-center protesters briefly interrupted President Trump’s speech at a General Motors facility in Michigan earlier this week. A day later, the country music legend Willie Nelson called on Americans to “fight against data centers invading our land.”

Washington has yet to pass major data center regulation. But the backlash is already reshaping local zoning and land use codes across the country, according to an extensive review of public records conducted by Heatmap Pro. A surge of new restrictions and bans have killed dozens of proposed data centers this year.

More than 500 counties or municipalities now actively restrict or block new data centers, according to the review. This tally includes only the most severe constraints — such as steep setback requirements, impossible noise limits, or outright bans on permit approvals — that all but forbid the construction of a data center.

The overwhelming majority of these restrictions have been enacted since the beginning of the year. Nearly 190 have been passed since June 1.

The pace of moratoriums is “accelerating,” Peter Freed, a founding partner at the Near Horizon Group and the former director of energy strategy at Meta, told me.

Broadly, these new local restrictions seem to be succeeding. More than 50 data centers have been canceled so far this year after facing local pushback of some kind, according to a Heatmap Pro review of press accounts, public records, and project cancellations.

That’s more than twice as many projects as were canceled under similar circumstances in all of 2025, according to our data. Eight projects were canceled in July alone.

Ominously for developers, the rate of projects facing cancellations seems to be increasing over time.

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AM Briefing

Uncommon Wealth

On ‘precariously low’ oil stockpiles, China’s ammonia milestone, and a PFAS destroyer

Hundred dollar bills.
Heatmap Illustration | Unsplash

Current conditions: The wildfires in France and Europe are slowing, but three firefighters have died and the looming heat wave could bring yet more disaster • New York and New Jersey are facing flash floods as a storm system makes its way across the Northeast United States • Days of thunderstorms are causing floods across Vientiane, Laos’ sprawling capital.

THE TOP FIVE

1. Commonwealth Fusion Systems raises another $1 billion

Last month, I toured Commonwealth Fusion Systems’ headquarters in small-town central Massachusetts. The place was abuzz in activity. On the factory floor side, workers were assembling the magnets needed to ultimately form the torus-shaped reactor — think a giant doughnut with an interior that curves like the core of an apple — called the tokamak. On the actual reactor side, SPARC — the prototype that CFS expects will make history next year as the first private enterprise and only tokamak to ever generate more energy that it took to start the fusion reaction — was starting to look like a functional machine from my view on a second-story walkway overlooking the sterile assembly room. The old joke that fusion is the energy source of tomorrow — and always will be — certainly didn’t ring as funny now. I’ll tell you who isn’t laughing: All the new investors that just poured another $1 billion into CFS. The company announced its latest funding round early this morning, which brings the startup’s total fundraising since its launch as a spinout from the Massachusetts Institute of Technology in 2018 to $4 billion. CFS now accounts for 30% of all the private capital that has flowed into fusion. What distinguishes this round, my colleague Katie Brigham wrote, is that the money is coming from a bunch of institutional investors, such as pension funds and sovereign wealth funds, rather than venture capitalists. On a call with reporters this week, CFS’s newly-named chief financial officer, Lorence Kim, said it’s the first-time institutional investors comprised the majority of the new funding. When I asked the company’s spokeswoman for a percentage estimate breaking down the new versus old investors in this round, she declined to comment. Kim cautioned that the funding isn’t the kind of capital you raise before launching on a stock market. But his hire is notable. The former Goldman Sachs banker famously helped take the pharmaceutical giant Moderna public and held the top financial role through the start of the Covid-19 pandemic.

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