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A new Nature paper outlines the relationship between rising temperatures and the literal rotation of the Earth.

Thinking too hard about time is a little like thinking too hard about blinking; it seems natural and intuitive until suddenly you’re sweating and it makes no sense at all. At least, that’s how I felt when I came across an incredible new study published in Nature this afternoon by Duncan Agnew, a geophysicist at the Scripps Institution of Oceanography, suggesting that climate change might be affecting global timekeeping.
Our internationally agreed-upon clock, Coordinated Universal Time (UTC), consists of two components: the one you’re familiar with, which is the complete rotation of the Earth around its axis, as well as the average taken from 400 atomic clocks around the world. Since the 1970s, UTC has added 27 leap seconds at irregular intervals to keep pace with atomic clocks as the Earth’s rotation has gradually slowed. Then that rotation started to speed up in 2016; June 29, 2022, set a record for the planet’s shortest day, with the Earth completing a full rotation 1.59 milliseconds short of 24 hours. Timekeepers anticipated at that point that we’d need our first-ever negative leap second around 2026 to account for the acceleration.
But such a model doesn’t properly account for the transformative changes the planet is undergoing due to climate change — specifically, the billions of tons of ice melting from Greenland and Antarctica every year.
Using mathematical modeling, Agnew found that the melt-off, as measured by gravity-tracking satellites, has again decreased the Earth’s angular velocity to the extent that a negative leap second will actually be required three years later than estimates, in 2029.
While a second here or there might not seem like much on a cosmic scale, as Agnew explained to me, these kinds of discrepancies throw into question the entire idea of basing our time system on the physical position of the Earth. Even more mind-bogglingly, Agnew’s modeling makes the astonishing case that so long as it is, climate change will be “inextricably linked” to global timekeeping.
Confused? So was I, until Agnew talked me through his research. Our conversation has been edited and condensed for clarity.
How did you get involved in researching this? I’d never have expected there to be a relationship between climate change and timekeeping.
Pure accident. I’m a geophysicist and I have an avocational interest in timekeeping, so I know all about leap seconds and the history of atomic clocks. I thought about writing a paper figuring out statistically what the next century would bring in terms of leap seconds.
When I started working on the paper, I realized there was a signal that I needed to allow for, which was the change induced by melting ice — which has been studied, there are plenty of papers on this satellite gravity signal. But nobody has, as far as I can tell, related it to rotation. Mostly because, from a geophysical standpoint, that’s not very interesting.
Interesting. Or, well, I guess not interesting.
I mean, there is geophysical literature on this, but it’s largely, Okay, we see this signal, and gravity doesn’t mesh with what we think we know about ice melt. Does it measure what we think we know about sea level change? How does the geophysics all fit together? And the fact that it changes Earth’s rotation is kind of a side issue.
I did not know about this when I got started on this project; it appeared as I was working on it. I thought, “Wait, I need to allow for this.” And when I did, it produced the — I don’t want to use the words “more important” because of the climate change part, but it produced a secondary result, which was that this potential for a negative leap second became clear.
Walk me through how the ice melting at the poles changes the Earth’s rotation.
This is the part that’s easy to explain. Ice melts. A lot of water that used to be at the poles is now distributed all over the ocean. Some of it is close to the equator. The standard picture for what’s called change of angular velocity because of moment of inertia — ignore all the verbiage — but the standard picture is of an ice skater who is spinning. She has her arms over her head. When she puts her arms out, she will slow down — like the water going from the poles to the equator. And that’s it. This is the simple part of the problem.
So what’s the hard part?
The hard part is explaining the part about the Earth’s core. If you have two things that are connected to each other and rotating and one of them slows down, the other one has to speed up. I have not been able to think of an ice skater-like-metaphor to go with that, but the simple one is if you were to put a bowl of water on a lazy Susan and you spin the bowl, then the water will start to spin. It won’t spin initially, but then it will start.
If you started stirring the water in the other direction, that would slow the Lazy Susan down. And that’s the interaction between the core and the solid part of the Earth.
And is that causing the negative leap second to move back three years?
That’s why the leap second might happen at all. On a very long timescale, what’s happening is that the tides are slowing the Earth down. The Earth being slower than an atomic clock means that you need a positive leap second every so often. That was the case in 1972, when they started using leap seconds. The assumption was that the Earth would just keep slowing down and so there would be more positive leap seconds over time.
Instead, the Earth has sped up, entirely because of the core, and that’s not something that people necessarily anticipated. When you take the effect of melting ice out, it becomes clear there’s this steady deceleration of the core; the core is rotating more and more slowly. If you extrapolate that — which is a somewhat risky thing to do, you can’t really predict what the core is going to do — then you discover that there is a leap second, in 2029. The ice melting is going in the other direction; if the ice melting hadn’t occurred, then the leap second would come even earlier. Is this all making sense?
I think I’m grasping it.
Just so you know, one of the two reviewers of this paper was someone in geophysics who said, “I know all this stuff. I wasn’t familiar with the rotation part. This paper has an awful lot of moving parts.”
So, it’s just a difference of a second. Why does this even matter?
We are all familiar with the problem of not being synchronized — we just went through it. If you forget that we did Daylight Savings Time, then you’re an hour off from everybody else and it’s bewildering and a nuisance.
Same problem with leap seconds, except for us, a second is not a big deal. For a computer network, though, a second is a big deal. And why is that? Well, for example, in the United States, the rules for stock markets say that everything that is done has to be accurately timed to a 20th of a second. In Europe, it’s actually to the nearest 1,000th of a second. If we were all just farmers or something, it wouldn’t be a problem, but there’s this whole infrastructure that’s invisible to us that tells our phones what time it is, and allows GPS to work, and everything else.
The easiest thing to do would be to not have a negative leap second. Indeed, there are plans not to have leap seconds anymore because for computer networks, they’re an enormous problem. They arrive at irregular intervals; some human being has to put the information into the computer; the computer has to have a program that tells it when the leap seconds are; and most computer programs can’t tell whether it’s a plus or minus second because there’s never been a minus before. From the computer network standpoint, it would be simplest to just not do this.
So, you ask, why are we doing this? In 1972, when leap seconds were instituted, there were two communities that cared about precise time. One was the people who cared about the frequency of your radio station and other kinds of telecommunications. They wanted to use atomic clocks with frequencies that didn’t change, but that didn’t mesh with what the Earth was doing.
Who cares about time telling you how the Earth is rotating? Well, the answer then was that there were people who used the stars for celestial navigation. Back then, celestial navigation was used not just for ships, but for airplanes — if you flew across the ocean, there was a guy in the cockpit, an actual navigator, who would use a periscope to look at the stars and locate the plane, if only as sort of a backup system. That community is now gone. Almost nobody uses celestial navigation as a primary, or even a secondary, way of finding out where they are anymore because of GPS.
My own personal view — and I can warn you, there’s a huge amount of dispute about this — is that we’d be fine if we just stopped having leap seconds at all.
Is there a … governing body of time? That forces us to do leap seconds?
There’s a giant tangle of international organizations that deal with this, but the rules were set by the people in charge of keeping radio stations aligned because radio broadcasts were how time signals were distributed back in 1972. So the rule was created. Who makes that decision is something called the International Earth Rotation and Reference Systems Service, which uses astronomy to monitor what the Earth is doing. They can predict a little bit in advance where things are going to be, and if within six months things are going to be more than half a second out, they will announce there will be a leap second.
Back to climate change: It seems pretty amazing that something like melting ice can throw things off so much.
All the stuff about negative seconds is important, but it’s only important because of this infrastructure, because we have all these rules. Strip all of that away and the most important result becomes the fact that climate change has caused an amount of ice melt that is enough to change the rotation rate of the entire Earth in a way that’s visible.
How do you talk to people about the gigatons of ice that Greenland loses every year? Do you talk about “water that could cover the entire United States to the depth of X” to get it into people’s minds? Yes, these are small changes in the rotation rate, but just the fact that we can say, “Look, this is slowing down the entire Earth” seems like another way of saying that climate change is unprecedented and important.
How do we proceed, then, if climate change is messing with our system?
There was a lot of resistance to even introducing atomic time. Time was thought of as being about Earth’s rotation and the astronomers didn’t want to give it up. In fact, in the 19th century, observatories would make money by selling time signals to the rest of the community. Then, in the 1950s, the physicists showed up, ran atomic clocks, never looked at the stars, and said, “We can do time better.” The physicists were right. But it took the astronomical community a while to come around to accepting that was how time was going to be defined.
If we get rid of leap seconds then we’d really have cut the connection between the way in which human beings have always thought of time as being, say, from noon to noon, or from sunrise to sunset, and we’d be replacing it with some bunch of guys in a laboratory somewhere running a machine. For some people, it’s very troubling to think of severing the keeping of time from the Earth’s rotation.
You lose a bit of the romance, I think. But clearly, tying our way of describing the linear passage of sequential events to the Earth’s rotation is going to be messy.
Exactly right. There’s a quote from, of all people, St. Augustine, saying, “I know what time is, but if somebody asked me, I can’t tell them.”
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Just look at Heatmap’s latest poll results.
A few times a year, Heatmap News surveys a few thousand Americans on the biggest questions driving the world of energy, environment, and climate change. We’ve spent the past few days writing up the results of our latest poll, which was in the field in late May and which I thought was particularly striking.
It’s worth taking a step back to look at the biggest results together, because the American view of data centers is essentially in free fall:
The upshot of these findings: The public‘s turn against artificial intelligence and AI infrastructure is real, widespread, and cross-partisan. It doesn't matter whether Americans started out tolerating data centers or having no opinion about them; they now seem to resent them en masse.
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These results also suggest Americans see little distinction between data centers as energy users and data centers as the physical embodiment of AI and Big Tech. At Heatmap, we can be a wonky and energy-focused bunch, and so we tend to think about data centers primarily as large-scale electricity users. I think most approaches to come up with “data center policy” do the same. We know data centers are distinctive in some ways, of course — an AI data center might require more on-site batteries or power generation than, say, an EV factory — but fundamentally it is just another air polluter, large-scale power user, and light-industrial land user.
But the public does not see things this way. Americans understand data centers in the context of the much broader AI policy conversation about jobs, growth, alignment, and even human extinction. And so, I should add, do politicians: Senator Bernie Sanders has framed his data center moratorium proposal as a response to rapid AI development as much as anything having to do with energy affordability. For that reason, I wonder how long the distinction between these two policy conversations — data centers here, and AI policy over there — can persist.
One last thought on this topic: Is the public’s resentment starting to affect the AI boom overall? I think it might be. It was hard for me not to think of our polling results — or our analysis of canceled data center projects — as I read about a recent JPMorgan analysis that found America’s data center boom is “falling way behind schedule,” in the words of The Wall Street Journal. More than 60% of the data center capacity that is supposed to come online next year has yet to break ground, according to the bank; another 7% is “delayed.”
That’s partially due to equipment and labor shortages, but it also might be what a siting-and-permitting bottleneck would look like. Much like renewable developers or venture capitalists, data center developers work by picking a number of sites and trying to develop on all of them. If only a few sites work out, they’re still in the money. But if a falling share of projects are working out — if building anything, anywhere, is getting harder, everywhere — then it might materialize as delays.
Plus more of the week’s big money moves in critical minerals and electric vehicle charging.
Two of climate tech’s hottest sectors — fusion and critical minerals — dominated this week’s funding headlines. Helion led the pack with its $465 million Series G, helping to push the startup with the sector’s most aggressive commercialization timeline one step closer to putting power on the grid. The round follows last week’s news that German fusion startup Focused Energy secured a $240 million Series A, making it Europe’s most valuable fusion company.
Then there’s the critical minerals. Shortly after venture firm Gigascale Capital announced the close of its $250 million fund targeting the physical clean energy economy, it announced one of its first investments: Red Metals, a startup working to bring copper refining back to the U.S. Terra AI, which is using artificial intelligence to identify promising sites for mineral extraction, also landed fresh funding. Rounding out the week’s deals, EV charging and energy services company InCharge also raised a new round as it looks to expand into a broader suite of energy services.
Leading fusion startup Helion has nearly tripled its valuation with its latest $465 million Series G round, which aims to help the company deliver commercial fusion power this decade — the most ambitious timeline in the industry. Per the terms of the power purchase agreement Helion signed with Microsoft in 2023, the startup plans to turn on its first commercial reactor just two years from now. That’s far sooner than even its most precocious competitors, who aim to put fusion power on the grid by the 2030s at the earliest.
Joshua Kushner’s venture firm Thrive Capital led the round, which also included participation from new investors including Lux Capital and Alta Park Capital. Thrive now values the company at $15.5 billion.
“The investors that have joined this round, it’s institutional capital, some very marquee investors,” Helion’s CEO David Kirtley told me, explaining they were willing to back an unproven technology thanks to a series of recent milestones that Helion’s latest prototype reactor, Polaris, achieved. “Polaris earlier this year set records for temperature and fuel. We’ve also reduced a lot of the business risk on the regulatory front, the commercial front, and the actual supply chain, too.” In February, Polaris became the first reactor developed by a private fusion company to operate on deuterium-tritium fuel — the most common fuel in the industry — and to achieve a plasma temperature of 150 million degrees Celsius.
Helion differs from many of its peers pursuing more established reactor concepts such as tokamaks, stellarators, or laser-driven inertial confinement. Instead, Helion’s tech uses powerful magnets to collide and compress two fusion plasmas together, generating temperatures over 100 million degrees Celsius and triggering a fusion reaction. It then seeks to capture the electricity this reaction generates via electromagnetic induction — no steam turbine required — similar to the way regenerative braking works in an electric vehicle. If successful, the approach could enable smaller, more modular fusion reactors than conventional designs would.
While the company had originally aimed for Polaris to demonstrate electricity production from fusion in 2024, that date came and went with no new goal set. Kirtley told me that Helion remains on track to meet the terms of its agreement with Microsoft, however. The startup broke ground on its commercial reactor site last year in Malaga, Washington, where it already has access to a substation and grid interconnection from a dormant aluminum smelter. In addition to building out this facility, Helion also plans to use its new funding to boost production at its electrical component manufacturing plant in nearby Everett, which Kirtley said opened earlier this year.
As investors pour billions into artificial intelligence and the infrastructure supporting it, former Meta CTO Mike Schroepfer has raised an inaugural $250 million fund for his venture firm, Gigascale Capital, which is focused on the physical clean energy economy. This represents Gigascale’s first institutional fundraise since its founding in 2023; until now, the firm’s investments have come entirely out of Schroepfer’s own pocket.
The fund will target early-stage companies working in clean energy, grid infrastructure, critical minerals, and AI-enabled design and manufacturing, while reserving capital to continue backing its portfolio companies as they scale. Gigascale has already backed a number of big names in the space, including Commonwealth Fusion System, iron-air battery developer Form Energy, solid-state transformer company Heron Power, and clean baseload power startup Arbor Energy.
It’s also already begun investing out of this new fund, announcing this week that it led a $10 million seed round for critical minerals company Red Metals, which also included participation from JB Straubel, founder and CEO of the battery recycling company Redwood Materials. The company aims to help reshore copper refining in the U.S., and will use this fresh capital to support the development of a $70 million refining facility in Charleston, South Carolina. Red Metals says its process can convert copper scrap directly into a finished copper product, bypassing several of the costly and emissions-intensive intermediate steps typical of conventional refining.
The investment offers a window into the kinds of companies Schroepfer is most interested in — businesses that might lack the glamor of an AI startup but represent bipartisan opportunities to address core industrial bottlenecks. Copper, for example, is essential to all sorts of clean energy infrastructure, including transformers, power lines, and anode battery materials, but also critical for defense technologies such as radar systems and ammunition. Yet American copper production has been on the decline, with analysts projecting that the U.S. will face a refined copper shortage of over 2.5 million metric tons annually by 2035.
Sustainability-focused firm S2G Investments has been on a roll recently, announcing a $1 billion fund last month that aims to fill climate tech’s “missing middle” and backing Goshe Energy Storage with up to $40 million in strategic financing last week. Its latest move is leading a $46 million strategic investment round for InCharge Energy, an EV charging and distributed energy management company.
InCharge got its start installing and managing electric vehicle charging stations, and is now operating more than 30,000 assets across North America. Through its software platform and network of technicians, the company handles all monitoring, diagnostics, and on-the-ground repairs, taking on a charger’s full lifecycle to minimize downtime. With this new capital, InCharge plans to expand beyond EV charging and leverage its software and field service network in adjacent industries, including electrical infrastructure work such as panel upgrades and wiring repairs, as well as distributed energy resources like rooftop solar and battery storage systems.
“EV charging was the entry point, but our customers increasingly need help operating more complex energy infrastructure,” Rich Mohr, InCharge’s CEO said in a press release. “This investment from S2G accelerates our evolution into a full energy solutions provider and allows us to advance smarter technology and strengthen our service capabilities nationwide.”
It’s a hot week — nay a hot year, for critical minerals and subsurface exploration startups, especially for those pairing geology with artificial intelligence. AI-powered mineral exploration company KoBold Metals has raised about $1.2 billion to date, while geothermal exploration startup Zanskar has brought in about $220 million.
Now, another entrant is attracting investor attention. Terra AI has raised a $20 million Series A led by Khosla Ventures to help do it all — use AI to identify prospective sites for critical minerals mining, next-generation geothermal development, and permanent carbon sequestration.
Terra’s platform integrates vast geological and geophysical datasets to generate 3D subsurface models, as well as risk assessments that allow teams to evaluate a range of potential geologic scenarios. From there, the team can identify the best sites for exploratory drilling and thus reduce risk and uncertainty much sooner in the project’s lifecycle. The company even uses what it calls “geology reasoning agents” to help operators create their exploration plans, all with the goal of drastically reducing the notoriously long timeline between discovery and production, which can stretch to nearly two decades for many subsurface projects.
“Minerals sit at the center of every major technology and infrastructure transition, but today’s exploration results are not keeping pace with demand,” Terra’s CEO John Mern posted on LinkedIn. “Our mission is to advance the frontier of AI into the geosciences and help supply the metals and resources the next generation needs.”
One of the biggest fusion funding rounds of the year landed last week, and somehow much of the media — including me — missed it. German fusion startup Focused Energy raised a whopping $240 million Series A led by RWE, one of Germany’s largest energy companies. Yet unlike most deals of this magnitude, it arrived with little fanfare: No press release in my inbox nor a flood of headlines. So in the interest of making up for lost time, here are the details.
With this latest round, which also includes participation from the German Federal Agency for Breakthrough Innovation, the European Innovation Council Fund and Prime Movers Lab, Focused Energy has become Europe’s most valuable fusion company. Like several other leading players, including Inertia Enterprises and Pacific Fusion, Focused Energy relies on an approach known as inertial confinement fusion. This involves using powerful lasers to compress a tiny fuel target, creating the extreme pressures and temperatures required for a fusion reaction. To date, inertial confinement remains the only approach to have demonstrated net energy gain, with Lawrence Livermore National Lab achieving this milestone in 2022.
The startup plans to use this latest funding to build out a demonstration plant in the German state of Hesse, at a site where RWE formerly operated a nuclear fission plant. The company ultimately aims to build a commercial reactor by the mid-2030s.
Catching up with the American Council on Renewable Energy’s Ray Long.
Today’s chat is with Ray Long, CEO of the American Council on Renewable Energy. We first discussed the odds of permitting reform a year and a half ago, for one of the first Q&As in The Fight. Flash forward and we’re still in the same situation, but now also wrestling with added demand for electricity to power data centers. I wanted to talk again about whether he thought the rise of artificial intelligence would increase the odds of some federal deal happening any time soon. The result: a wide-reaching conversation about the future of the electric grid, the struggles to win community buy-in and the sclerotic nature of the U.S. Congress.
The following conversation was lightly edited for clarity.
Do you think the buildout of our energy grid is entwined with the rise of the nation’s data center buildout?
When you look at what we need over the next four years — 166 gigawatts, 15 times the peak load of New York City — that’s a lot of power to build. Roughly half of that is for data center and AI growth.
There are five things we can build in the next four years at scale to address that collective amount. First, it’s transmission — the transmission buildout will help to get a modern grid to enable power flow to where it’s needed in a much more effective way. That’s the first step because if we just build all that power, the current grid can’t handle it.
Second, there are four supply technologies that can be built: solar, batteries, wind, and natural gas. All four of those technologies, we know there’s enough equipment here in the U.S. available for purchase that we can build at volume. And I’ll say this — natural gas is only about 10% of all those gigawatts because of the availability of turbines from suppliers. You can’t get enough over the next four years. So when I talk about decarbonization, most of what is built to address this issue is zero-carbon resources, renewable energy resources.
If you were to compare the current conversation around data center development to the debate over developing renewable energy in the U.S. — or energy in general — do you see any similarities or differences?
There are always issues with permitting projects. Communities are always going to have concerns about what’s built in their backyards.
What’s new — and your polling shows this — is the level of concern communities have. But here’s the thing: Most of this can be overcome by developers going in, listening to what the needs of the communities are, then responding and through the permitting process addressing those concerns. You can’t do that 100% of the time. But my experience is, when you take that sort of approach, you can overcome a lot of it.
Most of the large data centers are actually doing the things I’m discussing — going in and saying, Look, we want to be grid interconnected because grid connection at the end of the day means the resources we’re bringing to bear are also going to make a stronger grid. Number two, it's investing in power generation sources like the ones I said — and those power sources will be on the grid, so they’ll solve for the increased power demands of a community.
Third, water. They should bring the water solutions. You’re seeing data centers coming in and saying it head on now, that they have closed-loop systems or whatever the solution is. At the end of the day, the communities they’re proposing these in have a real negotiating opportunity to make sure they’re holding the data center developers accountable to the needs of the community.
For a community to say we don’t want it here misses a real opportunity for those communities to get the power they need, the grid they need, and the ability to bring down energy costs.
How is the data center debate affecting permitting reform conversations in Washington, from your perspective?
Permitting reform in the U.S. at the state and federal level has been broken for years. The SunZia transmission project? It took 17 years to permit. Ribbon-cutting is in a week or two and there’s still litigation around it. From a business perspective, it’s just untenable, and it’s a miracle that the project is getting built. Developers need a chance to come in and have their project evaluated. Both the community and the developer should be able to get to a go or no-go in a couple of years on one of these projects.
How is data center growth affecting the permitting reform discussion? It’s a very hot issue right now. Right now I think in part because the data center issue is so huge — because we’ve only got four years to solve for the first really big tranche of power we need and prices across the board for electricity are escalating — this is coming to a head. The data center load is a part of the catalyst to get people talking about it [permitting reform].
Do you expect legislating in Congress on permitting reform this year? Anything beyond more conversation?
My hope is that we get a bill. A few weeks ago someone from the administration was quoted as saying they wanted a framework for a bill by the end of May, and it’s June now. We haven’t seen both sides or the administration coalesce around a final project yet.
We’re in a midterm election cycle. Typically it’s very difficult during these cycles to move bills like this. At the same time, with electricity prices increasing and the need to build more, to fix this, I’m very hopeful something will come together. And look at the Senate — you’ve got Republicans and the Democratic ranking members talking about this. It’s all good signs.
If everyone’s talking about energy and affordability during this election, isn’t that a good thing for action in the next Congress?
I’ll say this: You’re seeing the catalyst for it right now with prices rising, and almost every grid operator around the country has raised concerns about shortages at some point this year or next year. It’ll hopefully be enough to have policymakers do something about it this year.