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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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My colleague Emily Pontecorvo has a fascinating story today about Net Power, an energy and power development company whose technology once seemed key to decarbonizing the country’s electricity grid.
When Net Power went public in 2023, it was working on a natural gas-burning power plant that would generate little to no emissions in part by using carbon capture and storage. Its invention seemed to have big implications, and not just for the company’s bottom line: Back then, the Environmental Protection Agency was drafting climate rules that would have required new natural gas plants built in the 2030s to capture their carbon dioxide emissions. Net Power’s technology seemed like one of the best available ways to meet that standard.
Cut to 2026, and the world looks different. Thanks to the artificial intelligence boom, electricity demand is surging. But Net Power hasn’t successfully commercialized its proprietary power plant technology. Even if it had, few companies are willing to pay the high premium required by Net Power’s technology, especially when cheaper options are available. And the government certainly isn’t going to require it. Emily’s story reveals what happened next.
When I helped start Heatmap more than three years ago, I never thought I would write this much about data centers. I believed that electricity demand growth was inevitable, sure, and I thought the U.S. power grid had to expand for the country to decarbonize. But I didn’t foresee such a staggering near-term surge in electricity demand. (To be fair, even long-time students of the computing industry’s energy use didn’t see the coming increase, either.)
What I didn’t anticipate — or understand — were two fast-moving trends. The first was that the AI models were responding to scale: the more text or images they consumed, or training they received, or (crucially) computational power they had access to, the better they got. The second was that Wall Street was happy to pay to continue that speedy scale-up. As long as models kept getting better, investors were willing to keep lending or investing more money to the companies making them. Through the power of those two scaling functions, the data center boom became one of the biggest infrastructure buildouts in American history.
In recent days, the second of those trends has started to falter. After a surprisingly hot inflation report last week, and a disclosure on Wednesday evening that Meta has gone free cash flow negative to finance its ongoing AI buildout, stocks with any proximity to AI or data centers stumbled on Wall Street today. The data center developers Coreweave and Vistra were each down about 10%, while Microsoft, Alphabet, and Nvidia all fell in daily trading. Meta’s stock lost almost 7% of its value; GE Vernova, which produces gas turbines, was down 10%.
These declines look more significant when you zoom out. Since late June, a good chunk of the AI portfolio has sagged into the red. Coreweave’s stock is down 54% over the past six months. Alphabet and GE Vernova have also posted declines since the summer. (The trend isn’t uniform: Nvidia and Microsoft are still very much in the green.)
None of this, to be sure, guarantees that the AI boom is ending or even slowing down. But this finance-applied friction is what such a slowdown could look like. Investors aren’t (yet) saying that AI is a business dud, to be clear, just that companies perhaps don’t need to go and construct all this stuff so fast. And given what the data center buildout has meant for energy construction — not to mention greenhouse gas emissions — that’s a trend nobody in climate or energy can ignore.
The zero-emission pioneer is doing the dirty work for the AI boom.
All kinds of companies have refashioned themselves to exploit the AI boom. A bitcoin miner became a data center developer, a shoemaker is building GPUs, and an electric vehicle company is integrating its powertrains into server racks.
Now, a company that once aspired to build one of the lowest-emitting power plants has pivoted to building one of the dirtiest in order to meet data centers’ requirement for speed to power above all. Net Power was founded to pioneer a new form of natural gas power plant with zero emissions, but it has given up on that technology and recently acquired 10 natural gas reciprocating engines that it plans to co-locate with a data center on the site intended for its first commercial plant.
“We believe the clean piece is important,” Net Power CEO Danny Rice said during an August earnings call when he announced the company’s pivot to building unabated natural gas plants. “But just as it’s always been, it will only come at scale once society’s basic energy pillars of reliable, affordable power are fully in place. Power demand is outstripping supply today.”
Net Power’s pivot is a sign not only that the AI boom has eroded market appetite for clean power, but that U.S. policies supporting carbon capture — primarily the 45Q tax credit that President Trump’s One Big Beautiful Bill Act recently expanded — are still not enough to support the technology’s deployment in the power sector.
“The long history of doing CCS in the United States is there isn’t enough public funding to get companies to deploy it at scale,” Jack Andreasen Cavanaugh, a senior research associate at Columbia University’s Center on Global Energy Policy, told me.
This is actually the second major pivot the company has made in less than a year. Last November, Net Power was still testing its proprietary oxy-combustion technology at its demonstration site in La Porte, Texas. The tech was designed to burn natural gas in a chamber with pure oxygen, producing a purer stream of CO2 than when natural gas is burned in regular air. Net Power’s system could recycle some of that CO2 for power generation and capture the rest more efficiently than a conventional gas plant could. The company had not yet demonstrated that the system could generate more energy than it used, however.
By that point, Net Power had determined that its oxy-combustion plants, if they ever even did generate net power, would not be economically competitive anytime soon. In its 2025 Q3 financial report, the company said it had “decided to broaden the scope of its business” and develop more conventional natural gas plants with carbon capture equipment tacked on. It signed a letter of intent with Entropy, a Canadian company building “post-combustion” carbon capture equipment, to bring the tech to the United States, and ordered two 30-megawatt Siemens natural gas turbines for 2028 delivery.
“For us and everyone else in the power and data center space these days, speed is everything,” Rice said at the time. “We believe gas turbines with [post-combustion capture] can and should be the fastest-to-market and most cost-competitive clean, firm solution for our prospective customers.”
He told investors that rising costs were one of the setbacks Net Power faced in building its first-of-a-kind oxy-combustion plant. It was highly unlikely the company could finance and build a $1.7 billion, 200-megawatt plant before completing all its testing, he said. The best-case scenario for the plant to come online was 2030 or 2031, and costs might keep rising with inflation. The company could either bet on that prospect and keep bleeding cash, or “slow down that spending in order to free up some of our resources for near-term accretive opportunities.” As a public company with shareholders to answer to, there was really only one choice.
By the end of 2025, Net Power decided to suspend its oxy-combustion development and testing activities altogether, according to its year-end SEC filing.
Six months later, the company’s thesis changed again. Gas turbines with post-combustion capture, it turned out, were not the “fastest-to-market and most cost-competitive” solutions that the company had hoped they’d be. Whereas once upon a time, electricity buyers considered a range of factors when shopping around for power, including carbon emissions, the reality was that they were now only looking for three qualities: speed, reliability, and scale. “Natural gas power generation, co-located with customer load, and deployable on a fast timeline, is how we expect to meet that demand today,” Rice told investors, adding that the company hoped to add carbon capture to its projects in the future.
To date, only one proposed U.S. natural gas plant with carbon capture has announced a deal to sell its prospective power. In October 2025, Google signed a power purchase agreement with the Broadwing Energy Center, an Illinois plant under development by a company called Low Carbon Infrastructure.
“There is a massive demand for unabated gas right now, and there is much less of a demand for carbon capture,” Cavanaugh said. He told me there are still lots of conversations happening between hyperscalers and carbon capture companies, but the physical realities and costs of capturing, transporting, and storing carbon from natural gas plants remain obstacles.
The Global CCS Institute published its annual Global Status of CCS report this week, which found more than 266 carbon capture, transport, or storage projects are under development in the U.S., but permitting delays and policy uncertainty are stalling their progress. “Inflation and rising capital costs have weakened project economics, reducing the effectiveness of existing policies, such as tax and investment credits,” the report said.
That doesn’t mean there aren’t still companies trying. Net Power may have given up on oxy-combustion power plants for now, but Arbor Energy, a startup founded by former SpaceX engineers, is just ramping up. Arbor announced a milestone in the development of its own oxy-combustion power generator last week, running a key piece of its system — a supercritical CO2 turbocompressor — for more than two hours at high speeds.
Arbor differentiates itself by using 3D-printed turbines and developing smaller, more modular plants. It’s scaling more incrementally than Net Power tried to, starting with a 1-megawatt demonstration plant in California that is “weeks away” from operating, the company’s Chief Operating Officer Alicia Harmon told me — although the project won’t include carbon storage. It plans to build a 25-megawatt demonstration plant by 2028, also sans storage, before manufacturing commercial-scale systems.
Arbor actually went through a pivot of its own due to the data center boom. The founders originally planned to focus on bioenergy with carbon removal, using the oxy-combustion technology to generate power from biomass and storing the resulting CO2 underground. Over time, though, it became clear that demand for power outpaced demand for carbon removal, and natural gas was more abundant than biomass.
I asked Harmon whether the company thought there was market demand for carbon-capture gas plants. Is anyone willing to pay that green premium right now? “Honestly, my answer is no,” she said, but the company sees a path to erasing the green premium by the early 2030s. She added that Arbor’s technology is already “very close” to parity with combined-cycle natural gas plants when the 45Q tax credit is taken into account.
Last month, Net Power announced it had acquired 123 megawatts’ worth of Wärtsilä reciprocating engines, in addition to the Siemens turbines it had already ordered. Reciprocating engines are among the dirtiest natural gas power-generation technologies. A recent report from Earthjustice estimated that a 1-gigawatt plant powered by reciprocating engines would emit 1.5 times as much CO2 per year as one powered by the “combined cycle” technology most modern plants use, and twice as much nitrogen oxides and fine particulate matter. It has not yet disclosed any data center partners to sell the power to.
Net Power declined to comment on this story.
Ben Allen wants to reform the existing market. Jane Kim wants a revolution.
From Crescent City to Coronado, California voters are facing decisions on a down-ballot strewn with over a dozen propositions and a series of statewide Democrat-versus-Republican races with mostly foregone conclusions.
And then there’s the insurance commissioner.
In the race to oversee California’s insurance market, a $452 billion-in-premium-volume monster imperiled by insurer defections and disaster risks, Democratic State Senator Ben Allen, whose district includes Pacific Palisades, is facing off against Jane Kim, a progressive former San Francisco supervisor.
Kim has the support of Vermont Senator Bernie Sanders — it’s the first thing you see about her when you Google her campaign. She previously served as his California political director during the 2020 presidential race, and she appeared earlier this month at an event with the senator in support of the state’s proposed billionaire wealth tax.
Allen, by contrast, won the endorsement of the state’s Democratic Party and its two incumbent senators.
There has been little public polling of the race, but one September survey showed Kim leading Allen 25% to 18%, with more than half the electorate undecided.
“My opponent and I are not even running for the same office,” Kim told me. “He’s running for what this office used to be, and I’m running for what this office could be.”
Allen wasn’t worried about Kim’s characterization in my interview with him, telling me, “I want to fix the market that we have and make it work. My opponent wants to build a new state insurer that nobody has priced.”
Nowhere are the stakes of insurance regulation higher than in California. On its own, the state’s insurance market would be the third largest in the world, according to the National Association of Insurance Commissioners. Homeowner insurance premiums have risen 84% from the end of 2020 to March 2026, according to research from Stanford’s Climate and Energy Policy Program. Several large insurers have either left the market entirely or stopped writing new policies.
California’s creaky and complex regulatory environment for insurers has combined with its famously flammable environment (all beset by a warming climate) to put regular policyholders at risk of losing their policies or bailing out those who can’t get covered. “Climate risks grow, and our mechanisms for dealing with it lag behind,” Matt Weiner, the chief executive of the wildfire policy group Megafire Action, told me. (Weiner said he was supporting Allen in his personal capacity).
Rates for homes insured by the FAIR Plan, the barebones insurer of last resort, have more than doubled from about 2% to 5% over that same period, with FAIR Plan coverage spreading from just high-risk areas to even areas with low and moderate wildfire risk. The plan required a $1 billion assessment from the state’s insurers in 2025 following major Southern California fires. “This trend is a symptom of many homeowners’ inability to secure insurance in the conventional market,” according to the Stanford researchers.
Allen seeks to make the insurance market work better, building on reforms implemented by current Insurance Commissioner Ricardo Lara. Allen described the reforms, which encourage insurers to write policies in high-risk areas and allow them to use forward-looking projections, as a “bit of a band-aid” that doesn’t “actually get to the core of the problem, which is making these communities less risky.”
Allen’s plan for the California insurance market involves both reviewing rate proposals more quickly, incorporating more data into those rates (which may push rates up, but also keep insurers in the market), and mobilizing the whole of government to invest in home hardening and resilience to lower risk and bring premiums down. Allen wants to, well, insure “that risk reduction is actually incentivized and rewarded by the insurance market,” he told me.
This would mean that “there will continue to be certain properties that are going to be so high risk that they really will and ought to be paying significantly more than everybody else,” he added.
When I asked him to elaborate on his vision for California’s insurance future, he told me, “My hope is that when a family and a neighborhood commit to hardening defensible space and community-scale mitigation, that should show up on the bill.”
Jane Kim, on the other hand, is interested in an insurance revolution, which would require — as her most famous supporter might put it — a political revolution as well. Her centerpiece proposal will be familiar from anyone who has followed Sanders’ career: a single-payer disaster insurer.
The plan, which she told me was a “concept and a proposal,” would be funded by a levy placed on insurers, and then a public insurer would invest in the market, buy reinsurance, and pay out claims. (Her opponents have criticized her for not being forthcoming enough with details). She says her plan would not be able to cover a Palisades- or Altadena-level fire in its first year, “but no insurance company can cover a catastrophe of that level.”
The nonprofit nature of the program, she adds, would let the state fund mitigation work directly. While such a program would require legislative action, “the great thing about campaigns is that this is trying to debate big ideas with voters,” Kim said.
In response, Allen cited a report from the California Earthquake Authority, which modeled a state disaster insurer (albeit not Kim’s plan specifically) could require $25 billion in capitalization. A more thinly capitalized insurer could mean $2,000 assessments on every policyholder in the state to cover an extreme wildfire disaster, the report said. “That’s the honest price of what she’s proposing,” Allen said.
“I also have a plan that’s actually grounded in reality and fixing the problems right now. It's not based on some pie-in-the-sky set of ideas that have no precedent, that have no real meat on the bones,” Allen told me.
One of Allen and Kim’s former opponents, Patrick Wolff, who fell short in the top-two primary election in June, told me that “the charitable interpretation of Kim’s platform is she does not think the current system can be made to work, and so she essentially wants to redesign and reimagine the entire system.” (Wolff has endorsed Allen). But, he added, “she’s coming at it from a set of solutions that were baked-in before she started, and then she's fitting [those] into her campaign.”
Moira Birss, a senior fellow at the Climate and Community Institute who said she had “provided input” to Kim’s campaign, but wasn’t speaking on its behalf, told me she “really recognizes that we are yet again in a situation where the private insurance market is not responding to a need that we as communities and as society have for this financial safety net of disaster insurance, and that we need a public approach.” She said the plan would build on lessons learned from New Zealand, which has public natural disaster insurance funded through a levy on fire insurance, and from the National Flood Insurance Program and the FAIR Plan.
Kim is happy to embrace the more ideologically charged vision of her campaign, telling me, “I am talking about transforming this office to be a place where we are leading on, and taking on, economic inequity, a wealth gap, and the climate crisis.
“I don’t even view my opponent as Ben Allen — I’m not running against Ben Allen,” she went on. “I’m running against the status quo.”