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Dr. Cliff Kapono sometimes still surfs the way his Indigenous Hawaiian ancestors did 1,000 years ago, on a traditional wooden board and all. But the professional surfer and molecular biologist fears his descendants might not have the same privilege. The reason is the looming scarcity of surfable waves.
While climate change could be a boon for big-wave surfers, as some have highlighted, the beloved recreational side of the sport is endangered by the shifting climate. Dramatic changes are already locked in, with rising waters swallowing surf breaks and wary communities erecting sea walls that alter the shape of the coastline. But this tension — between the masses losing access to cherished resources and the few who benefit even as they lament — is not exclusive to surfers; it’s one that bedevils almost anything related to climate adaptation.
There are several ways climate change could jeopardize surfing, but the most dramatic is also the most counterintuitive: sea level rise could drown waves.
Put simply, surfing is made possible by the interplay of water and wind. Waves form as energy from gusts passes through water and underwater obstacles (shallower ocean floor, coral reefs, even a man-made jetty) trip them up, allowing the top of a wave to crest as the water below the surface slows down. Whether it’s surfable, however, depends on everything from the break’s geography to how high the tide is on any given day.
Models of future wave conditions indicate sea level rise could change the shape of waves that generations of surfers have relied on. A 2017 analysis of 105 California surf spots found that 34% are at risk of “drowning” by 2100, meaning the wave will break too close to shore or not at all. Just 5% of the state’s surf spots are expected to improve, the study found.
Erosion, which will alter the shape of coastlines, is partly to blame. But surfing’s precarity also results from the larger volume of water inherent to sea level rise. Many breaks perform best at low or medium tide; but in most places, sea level rise will push high tide higher while rendering low tide unrecognizable.
Accordingly, head of the Surfrider Foundation’s coast and climate initiative Stefanie Sekich said, “millions of people … will have their surf breaks drowned before their eyes.” Sekich herself has already seen a treasured and unnamed pocket break near San Diego swallowed up by erosion.
Climate change could also result in changes in the water quality that make surfing untenable, such as algal blooms that release toxins that kill fish and irritate swimmers’ skin.
Warmer waters also can stress the coral reefs that often help shape the most reliable surf breaks. This causes them to expel the algae living within them (“bleaching”) and leaves them at risk of dying off entirely.
“A balance and a natural flow that has existed over millennia is being disrupted as a result of human interaction,” Kapono said of this suite of effects. “And change is difficult for people. It requires either time or money, patience or adaptation.”
Determining how to adapt to this change, however, involves hard choices about what we value and why. Surf communities vulnerable to coastal erosion are being forced to weigh the risk that homes could slip into the sea against the risk that new infrastructure could upend a chief reason people seek to live there in the first place: surfing, and the lifestyle and natural splendor that goes with it.
Nik Strong-Cvetich, who leads the non-profit Save the Waves Coalition, argues that surf breaks themselves have unappreciated economic power. In the last 70 years, surfing’s spread has transformed it from a spiritual and social practice for small island communities to a global sport. But towns like his own Santa Cruz, California, do not account for ridable waves when it comes to erecting sea walls, breakwaters, and other manmade structures along the shore, even though the waves are the main attraction for many tourists and transplants.
This so-called “armoring” of the coast via cement structures designed to simultaneously block the waves and prevent the shore’s slip into the sea can negatively impact intertidal ecosystems and even hasten beach erosion. The California Coastal Commission, charged with protecting coastal resources and regulating development, has accordingly become choosier about where this armoring is allowed; in recent cases, it has required owners of new coastal properties to waive their rights to future sea walls to protect their vulnerable developments.
Still, a cement-forward approach to adaptation, Strong-Cvetich said, is among climate change’s biggest threats to surfing, and to the ecosystems and economies that go hand-in-hand with the sport. His organization, Save the Waves, argues for nature-based solutions to sea level rise, such as dune restoration, and for legally protecting surf breaks.
This latter point is controversial. For non-surfers it can sound an awful lot like prioritizing recreation over people’s homes. But if done well, Strong-Cvetich maintains, it is possible to both protect surfing and walk back people’s exposure to environmental hazards.
Both Save the Waves and Surfrider are joining those calling for the government to fund relocating some vulnerable coastal neighborhoods. This too is quite controversial. Several California towns have already considered and shot down “managed retreat” proposals, which many affected homeowners view as jeopardizing the value of their beachfront properties. Meanwhile, a California Legislative Analyst report found that sea level rise is projected to submerge $10 billion worth of property by 2050.
In the midst of any likely climate tragedy, there will be those that come out ahead. When it comes to surfers and climate change, one prominent story goes, the winners are the big-wave surfers.
For certain elite surfers, there may be some truth to this. The swells that launch the waves sky-high at breaks like Nazaré result largely from storm activity thousands of miles offshore; one of climate change’s knock-on effects is stronger hurricanes and surface winds, which cause those swells to carry even more energy within them. In fact, this has already begun to happen, with global wave power increasing 0.4% per year since 1948, according to a 2019 study.
In combination with sea level rise, this has the potential to fuel the monster waves that surfers like Garrett McNamara and Kai Lenny watch for.
Kurt Korte, vice president of forecasting for the surf report service Surfline, said the question of where new 100-footers could be found lingers in the back of his mind as his team monitors changing ocean conditions.
“When you see a storm system that does something a little bit atypical, or you see a shift in the general pattern from one winter to the next, you get … thinking about what that may mean,” Korte said. He expects that climate change makes uncovering the next Nazaré especially likely at higher altitudes: think Alaska, Western Canada, or Greenland.
This would be a boon for the extreme surfers that increasingly get the spotlight in documentaries like the glossy HBO documentary series 100 Foot Wave — and for the fans that devour footage of their work. But the rise of monster waves while gentler, warmer breaks are swallowed would represent a gradual sea change for surfing more broadly: from leisure activity to extreme sport, most accessible to those who can afford the training, equipment, and travel required, and increasingly unrecognizable to Kapono’s ancestors
But Li Erikson, a research geographer at the U.S. Geological Survey, notes her own team’s models paint a more nebulous picture of the big-wave future. While there are some places where waves are projected to grow taller (including at the higher latitudes), there are others where they are expected to shrink.
As is so often the case in conversations of the climate crisis’ winners and losers, treating bigger and better waves as a foregone conclusion betrays both a desire to simplify the phenomenon’s effects, and to focus on the not-that-bad-actually-perhaps-even-good elements of the story. While this might be an effective coping mechanism, it’s also one that threatens to distract us from adapting before it’s too late.
The reality of the surf community’s experience of climate change is one that mirrors our collective experience: A few will gain, while most will lose. For instance, the internet brims with articles on the few regions that will fare best when so much of the world weathers floods and drought and fires. (The area around the Great Lakes seems particularly promising.) And while climate change has already caused the number of people suffering from hunger in some of the world’s most vulnerable countries to more than double since 2017, a warming Siberia will see its lucky farmers able to produce new crops.
Preserving what we value in the face of climate change is complicated and often overwhelmed by the sheer volume of what we stand to lose. But sticking our heads in the sand and relying on a sea wall to save us only promises to compound our grief. Adaptation is the task of stemming the losses, especially while resources still abound.
“There’s a finite number of people that are really impacted by the big wave stuff,” Korte said. But when it comes to the future of the smaller coastal breaks that have lured an increasing number of surfers into the water, he added, millions stand to lose.
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On electrolyte factories, Josh Shapiro's flip, and Canadian clean power
Current conditions: Firefighters are encircling Belgium’s largest fire on record, just the latest blaze in Europe as historic heat waves roast the continent • The Canadian wildfire smoke that billowed into Michigan this summer cost the state nearly $6.7 billion • The string of storms that now includes the habagat, or southwest monsoon, hammering the Philippines has displaced 5.2 million Filipinos so far.
The Trump administration is barreling forward with a plan to open close to 45 million acres of wilderness in national forests to road construction and logging, removing protection The New York Times said has been in place for a quarter century. The U.S. Forest Service’s proposal would rescind a Clinton-era rule enacted in 2001 to bar roadways from routing through certain areas. The repeal is a major victory for Republican states and industry groups that lobbied for years to revoke the protections, and even unsuccessfully sued more than a dozen times to strike down the so-called roadless rule.
The new push comes a day after Customs and Border Protection paused work on a border barrier in Big Bend National Park after a flurry of videos showing bulldozers marring the protected landscape drove what the public lands-focused news site Public Domain called “a furious backlash.”
You know those thin white lines that trail behind airplanes? If you’re among the hordes of internet-poisoned conspiracy theorists, you may be certain these are called chemtrails, deliberately sprayed aerosols containing some secret mind control substance. In reality, these are condensation trails, or “contrails,” clouds of vapor that condense around soot particles from jet engine exhaust. Though they are not spreading any nefarious biochemical agents, contrails do take a climate toll, trapping outgoing infrared radiation like a blanket and adding to the greenhouse gas effect. Now Google is stepping in with a new program called Operation Blue Skies, in which the tech giant will partner with the British government and airlines to deploy its artificial intelligence technology to help create a zone in the North Atlantic free of any contrails. “While they may seem harmless, these warming contrails account for roughly one third of aviation’s total climate impact,” the two program managers in charge of effort, Paul Hodgson and Chaim Langermann, wrote in a blog post. “Our AI-powered forecasts have enabled flight crews and air traffic controllers to make targeted adjustments that avoid contrail-sensitive regions while remaining within normal flight operations. Now, we’re taking the next major step: expanding beyond individual airline trials to coordinated contrail mitigation across an entire flight corridor.”
The technology could, in theory, lay the groundwork for solar radiation management. Some conspiracists, without real evidence, suggest that contrails are, in fact, already a furtive government experiment to modify the atmosphere with aerosols that reflect the sun’s light back into space, a leading concept for how to artificially cool the planet and buy more time to tackle the causes of climate change. Those efforts are inching closer to reality — just read my colleague Robinson Meyer’s reporting on the world’s first major private geoengineering company’s fundraising or my reporting on when the startup revealed its proprietary reflective particle. Technology that could help coordinate flights to spray aerosols in the atmosphere, or can deliberately keep planes out of certain airspace, may prove central to deploying geoengineering at any real scale. Perhaps a public effort to explain contrails and deal with their actual downsides will earn more trust to experiment with things like solar radiation management. I wouldn’t hold my breath.
Solid-state technology could revolutionize batteries by making them charge faster, last longer, and pack more energy into less space. But the electrolytes needed for the ceramic or polymer interior that store and deliver the battery’s charge are not widely produced in the U.S. On Tuesday, the startup Anthro Energy broke ground on a new factory in Louisville, Kentucky, that is designed to produce enough battery materials for more than 300,000 electric vehicles. The facility is scheduled to start production in 2028, and will provide a definitive domestic source of materials that are otherwise largely sold by Chinese companies, David Mackanic, co-founder and CEO of Anthro Energy, told TechCrunch. The plant itself is a testament to the success of the Biden administration’s two landmark laws. It received $24.9 million from the Department of Energy under the 2021 Infrastructure Investment and Jobs Act, and another $18.4 million in investment tax credits under the 2022 Inflation Reduction Act.
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Back in February, I told you about Pennsylvania Governor Josh Shapiro’s middleground approach on data centers. Instead of advocating a full-on moratorium on building the facilities, as progressives Senator Bernie Sanders of Vermont and New York Representative Alexandria Ocasio-Cortez proposed a month later, the centrist Democrat laid out “selective” new conditions for large data centers seeking Harrisburg’s approval, including recycling of cooling water, as the state became a hotbed for projects. Now Shapiro is making an about face. In what The Philadelphia Inquirer called “a major shift from his initial embrace of the increasingly unpopular projects,” the governor signed a sweeping executive order Tuesday requiring local approval for data centers to receive state permits. The move is not a moratorium. But the extent of the backlash — seven in 10 Americans now oppose data centers in their backyards, per Heatmap Pro’s polling — may mean the need for a local green light serves as an effective ban. The order also removes Amazon’s controversial $20 billion data center complex between Luzerne and Bucks counties from the state’s fast-track permitting program, which is now unavailable to any such projects. “I have no other choice than but to take this executive action to protect the good people of Pennsylvania from these predatory developers and from these projects that would negatively impact our communities,” Shapiro said after signing the order.

Canadian Prime Minister Mark Carney announced plans Monday to invest roughly $50.2 billion into upgrading the nation’s hydroelectric fleet and building new wind turbines, part of the Liberal government’s effort to build “a stronger, more independent, and more sustainable country.” Under the pact with provincial governments, Ottawa will upgrade and expand the behemoth hydroelectric Churchill Falls Generating Station, develop another hydroelectric project on Gull Island in Labrador, build onshore wind turbines, and construct new transmission lines. “Canada is extending its unique advantage in clean, reliable, and affordable power. Because when we master energy, we master our destiny,” Carney said in a statement. The investment comes as Canada is refurbishing and expanding its fleet of CANDUs, a natively-designed type of pressurized heavy water reactor that can run on raw uranium, as I previously reported here.
Romania, one of only seven countries with a pressurized heavy water reactor as part of its fleet, is struggling to generate electricity from its nuclear plants as the rivers Europe depends on for cooling water run low amid the latest heat wave. On Monday, the country’s Ministry of Energy brought a giant coal plant back online to meet surging demand as the nuclear stations idle, according to the Romanian news site Economedia.
Octopus Energy is, by its own press release’s pun, “stretching its tentacles beyond the home and onto the open road.” The U.S. subsidiary of the British renewable energy giant is making Octopus Charge, Europe’s largest electric vehicle charging platform, a public network in the U.S. The company’s app will allow drivers to chargers on the go. “Driving electric should be simple, wherever the journey leads,” Nick Chaset, chief executive of Octopus Energy U.S., said in a statement. “Drivers shouldn’t have to juggle multiple apps and accounts just to charge their cars.”
The last week of Wisconsin’s politics show the risks of the data center issue for Democrats — and decarbonization.
This is an edition of Heatmap Daily, an evening review of the day’s news written by our executive editor. Sign up for it here.
That was my takeaway after last week’s Wisconsin Democratic gubernatorial primary, where the liberal candidate David Crowley edged out a victory over the progressive insurgent Francesca Hong.
Hong, a socialist, had run an aggressively anti-data-center campaign, pledging to pause their development across the state and then “control-alt-delete” them with regulations. Yet as my colleague Jael Holzman recently detailed, Hong lost many of the state’s jurisdictions that have fought data centers the hardest. Port Washington, the site of an acrimonious battle over a $15 billion Oracle and OpenAI facility, went for Crowley by eight points. Hong could not even secure a majority in the small town of Wrightstown, even though voters passed a data center ban by referendum on the same night.
I found the result illuminating. I’ve spent much of the past few months covering the size and scale of the data center backlash. Yet viewed at a remove, the Hong-Crowley result looked like nothing so much as a traditional post-2016 Democratic map, with Hong taking progressive college towns like Madison and Crowley winning more moderate black and rural voters. You would have to squint hard to locate an emergent anti-AI axis in the results. And more critically, you would find little evidence that the data center backlash is changing how voters define themselves ideologically. If Americans hate data centers — and polling shows that they do — then the results suggest that there are limits to their antipathy.
I stand by that conclusion. Yet since then, data centers have become an even bigger issue in Wisconsin state politics, dominating the first week of the general election. In doing so, they’ve demonstrated the risk that the data center backlash poses for Democrats — as well as for decarbonization.
The saga began when Crowley, newly victorious, told NBC News that one of the issues where he “disagreed most” with Hong was data centers: He wanted stronger guardrails on new and existing data centers but didn’t support a moratorium, he said, because he didn’t want to forbid communities that want them from accepting the facilities. Tom Tiffany, the Republican gubernatorial nominee, pounced, sharing a deceptively cut clip of the interview (to put it generously) and framing Crowley as both pro-corporate and tragically woke. If Crowley most disagreed with Hong about data centers, Tiffany asked, does he agree with her about “abolishing the police or prisons?”
Tiffany followed up with a TV ad labeling his opponent “Data Center David Crowley.” “My priority is protecting Wisconsin families, taxpayers, farmland, and water, not turning our state into a data center hub for the 'entire globe," Tiffany said.
This move succeeded in splitting the left. The socialist influencer Hasan Piker — who endorsed and campaigned for Hong — criticized Crowley for not endorsing an outright moratorium on data centers. “david crowley i know you hate me but please don’t do this!” he said [sic].
Let us interject here to say: Crowley and Tiffany have many overlapping policies about data centers — and as we shall see, Crowley’s policies would be more restrictive. Neither candidate supports a data center moratorium, but both say that they would allow communities to veto a local proposal, ban the use of non-disclosure agreements in data center development, and require data centers to cover the cost of their grid upgrades. One of their most salient divisions is on tax policy: Tiffany now supports ending a state tax carveout for some data center equipment, while Crowley would preserve it.
Where the two candidates really disagree is not about data centers at all — it’s about clean energy. Tiffany has argued that data centers are, like renewables, a form of industrial development overtaking agricultural land. He wants to restrict them accordingly.
“We should not be converting our beautiful farmland here in Wisconsin to industrial-scale wind, solar, or data centers,” he posted on Facebook in June. “As the next governor of Wisconsin, I’m going to make sure we stop the conversion of our beautiful farmland in Wisconsin to these industrial sites.”
Tiffany has attacked Crowley, in fact, for saying that data centers should use 100% renewable energy, because that will require the conversion of even more farmland to energy development.
This isn’t a new hangup for Tiffany: He has long sought to block renewables from getting built on farmland. Since 2022, he has repeatedly sought to end federal tax incentives for solar and wind projects built on private agricultural land, and he has opposed individual solar projects in the state that he claimed used too much farmland. (The Trump administration, as part of its broader war on clean energy, has also cut some subsidies for solar on “prime farmland.”)
In other words, Tiffany is using data centers as a kind of trojan horse to restrict clean energy development. By appearing to seem more anti-data-center than Crowley in theory, he is going to be more anti-solar in practice. The stakes here are real for the clean energy industry and for decarbonization more broadly. As governor, Tiffany could implement his longstanding preferences by naming new members to the Wisconsin Public Service Commission, which oversees the state’s utilities. In a letter sent last year, he urged the commission to look more favorably at coal.
What remains notable about this story — and lost in much of the commentary — is that Crowley is not even a moderate on data centers. On some fronts, he would regulate data centers more aggressively than the Michigan Democratic Senate nominee Abdul El-Sayed would, even though the former has been branded as a pragmatist and the latter as a progressive.
Crowley, of course, wants data centers to use 100% renewable electricity and cover their full grid and infrastructure upgrade costs. El-Sayed hasn’t made the same commitment on clean energy. Crowley says data center developers “must build … with union labor,” while El-Sayed would require only that the facilities must be built by contractors with state-registered apprenticeship programs. I even think Crowley’s insistence on local control over data centers is a more expansive commitment than El-Sayed’s demand that communities must get a “meaningful say.” (El-Sayed’s language around water, by comparison, is more specific and binding, requiring data centers to use “closed loop systems.”)
You could say this is all a function of framing: It is Crowley who has declined to endorse a data center moratorium, while El-Sayed railed against data centers repeatedly on his campaign. On a vibes basis, El-Sayed is the more anti-data-center candidate. But policies are not made by atmospherics alone. And it is notable that socialists like Piker have endorsed El-Sayed’s approach while begging for Crowley to go further — when Crowley had the stricter policy all along.
A new report from a coalition of energy and data analytics organizations offers recommendations for the country’s demand response leader.
By many measures, California is the most advanced U.S. demand response market. Its aggressive clean energy targets, widespread home electrification, and near-universal smart meter deployment make it a natural testbed for programs that call upon distributed energy resources — from home batteries and electric vehicle chargers to smart thermostats — to ease grid strain and pay customers for helping out.
The state has been running these initiatives in one form or another for decades, starting with agreements that paid commercial and industrial customers to cut their power during periods of grid stress. Over time, those programs expanded to households, allowing ratepayers to let utilities cycle their air conditioners on and off and, eventually, control their smart thermostats too. But the theoretical potential of California’s demand response strategy has far outpaced the realized grid benefits.
“Load flexibility has underdelivered for a long time,” Ric O’Connell, executive director at the grid policy nonprofit GridLab, told me.
A new joint report from GridLab, data analytics firm Kevala, and the energy consulting firm Energy and Environmental Economics released on Tuesday argues that California’s early-mover advantage has, in many ways, become a liability. While the technology to run more effective, streamlined demand response programs has finally arrived, decades of legacy initiatives have left the state and its confused consumers tangled among dozens of fragmented offerings, outdated compensation structures that don’t reward active participation, and rules that make it unnecessarily difficult for small, household devices to participate in wholesale electricity markets.
“The communications, the control, the metering — none of that stuff was really available 10 years ago, and you just sort of paid people to sign up,” O’Connell told me. “And then we didn’t really switch it as the technology became available for better measurement.”
But now that the technology is better, the report points out that the opportunity is bigger than ever: California has an unprecedented base of smart, connected devices — including millions of EVs, electrified buildings, and home batteries — that, if properly harnessed, could help smooth out the state's electricity demand and avoid the kind of costly new infrastructure buildouts that drives up everyone's rates.
One of the primary recommendations in the report, titled “Unlocking California’s Flexible Load,” is to pay customers for the actual value they provide to the grid — such as how often and for how long they reduce or shift their electricity use during demand response events. While that may seem obvious, historically, utility and state programs have paid customers simply for signing up and remaining "available" to cut power use — regardless of whether they actually deliver when called upon. That model made some sense before smart meters and other tools could verify performance, but today it often just wastes money while failing to deliver meaningful load reductions.
Changes like this could help California capture far more of the value demand response has long promised. A 2024 GridLab study with The Brattle Group found that virtual power plants — networks of distributed resources that collectively act like large, traditional power plants — could save California utilities and consumers $550 million per year while meeting more than 15% of the state’s peak electricity demand.
The potential is especially striking with EVs. Their charging patterns can already help shift overall electricity demand to less grid-constrained hours, while bidirectional charging may one day turn them into giant grid batteries capable of sending power back to the grid — an increasingly common capability known as vehicle-to-grid, or V2G. The report reveals that if just 10% of California’s projected 9.7 million EVs participated in V2G programs, they could supply nearly a third of the state’s 2036 long-duration battery storage target, according to a press release about the report.
As the report also makes clear, though, getting there will require more than simply changing how the program pays customers. Another major recommendation is consolidating the programs and streamlining how they’re administered. O’Connell said the utilities running their own programs — long held back by institutional inertia — are beginning to recognize the inefficiency problem, waking up to the fact that “the person doing the smart thermostat program is in a different department than the person who’s doing the behind the meter battery program,” he told me, explaining that he’s already working with Con Ed in New York to consolidate its offerings. Based on his conversations with California’s utilities, he said he expects them to announce consolidation plans soon, as well.
It can be a hard sell to get the investor-owned utilities to put real muscle behind these programs, however, as they make money by building new infrastructure like large power plants, not by avoiding the need for it through demand flexibility.
“I think in many ways the IOUs have been indifferent to load flexibility. It’s not core to their business,” O’Connell told me. But with political tension over affordability mounting, customers increasingly worried about electricity rate hikes, and huge new large loads like data centers seeking to connect to the grid as quickly as possible, utilities are facing more pressure than ever to make better use of the infrastructure they already have.
Another core recommendation is designed to ensure that demand flexibility programs actually benefit all customers by capping customer compensation below the total cost that the utility avoided in new infrastructure buildout. For example, if a customer’s individual participation in such a program saves a utility $100 in spending, they should receive less than $100 for providing that flexibility. This is designed to ensure that all California customers end up saving on their utility bills, regardless of whether they’re able to flex their loads or not.
This particular recommendation comes in response to a problem the state encountered with its legacy rooftop solar compensation system, Net Energy metering, which ran from 1996 to 2022. The program pays existing solar customers, who have been grandfathered into the program, well above the actual value of the power they export to the grid, thereby shifting billions of dollars in costs onto customers without solar.
Lastly, the report recommends creating a simpler path into wholesale electricity markets. While sophisticated players —- think large businesses or major demand response aggregators such as Voltus or Sunrun — can sell load reductions directly into those markets, the process remains too complicated and paperwork-heavy for smaller aggregators bundling together resources such as household EVs and batteries. For now, the report argues, those smaller players should keep enrolling customers through simpler, utility-run programs while regulators work to make wholesale market participation more accessible.
Ultimately, O’Connell hopes the report can help California move past the institutional battles that have historically held demand flexibility back. “One of the problems with California is there’s no kind of neutral,” he told me. “We were trying to be that neutral party that’s like, here’s the roadmap to get everyone to actually unlock this potential.”
The goal, he said, was to “name all the problems of the past” — and, in doing so, give California’s utilities, regulators, aggregators, and customers a clearer path forward.