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On the rise of "new" denial, shipping emissions, and nocturnal mountain goats

Current conditions: Nashville recorded sub-zero temperatures for only the second time since 1996 • Heavy rains left at least 11 dead in Rio de Janeiro • Invasive and deadly fire ants have been spotted “rafting” on Australian flood waters.
The climate denial movement has entered a new phase, suggests new research from the Center for Countering Digital Hate (CCDH). The study analyzed transcripts of more than 12,000 climate-related YouTube videos posted since 2018 and found evidence that “old denial” narratives (Global warming isn’t real! Humans have nothing to do with it!) are becoming less common as the effects of climate change become undeniable. But they’re being replaced by what the researchers call “new denial” tactics. These narratives focus on discrediting climate solutions like renewable energy projects and electric vehicles, or downplaying the harmful effects of global warming. “New denial” claims more than tripled since 2018; “old denial” claims were down by one-third.
The shift exposes a gap in YouTube’s disinformation policies: While the platform has cracked down on advertising on videos that deny outright that climate change is real, no such rules exist for the wave of “new denial.” The study estimates YouTube could be making up to $13.4 million per year in ad revenue from channels that promote denial. “Given that the battleground has shifted and the new denial is the biggest component of climate denial content overall, it’s time for them to extend their rules to that as well,” Imran Ahmed, founder and chief executive officer of the CCDH, told Bloomberg Green.
Greenhouse gas emissions from the shipping sector are increasing due to ongoing disruption in the Red Sea, Reuters reports. The Red Sea is the gateway to the Suez Canal, which offers a quick route for ships transporting goods from Asia to Europe. Iranian-backed Houthi rebels have been attacking ships in the region in response to the Israel-Hamas war. To avoid the conflict, vessels are taking longer routes via the southern tip of Africa and burning more fuel as a result. The average container vessel transporting goods from China to Rotterdam via the Suez Canal would spew about 41,000 tons of carbon dioxide, but that total jumps to 55,000 tons if that ship has to go the long way, Reuters says. And as ships increase their speeds to make up for lost time, they produce even more pollution. International shipping already accounts for about 2% of global energy-related CO2, according to the International Energy Agency.
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Southeast Asia has increased its solar- and wind-power capacity by 20% in the last year, according to a new report from Global Energy Monitor (GEM). The analysis looks at the energy mix across 10 countries that make up the Association of Southeast Asian Nations (ASEAN). These include Vietnam, Thailand, Malaysia, the Philippines, and Cambodia. It finds that solar and wind account for 9% of electricity generating capacity in the region, and flags Vietnam as being a regional leader. When combined with hydropower, geothermal, and bioenergy, this brings the ASEAN bloc’s renewable capacity to 32%, which is very near its goal of 35% by 2025. GEM says this target is therefore “unambitious.” The report cautions that fossil fuel use is likely to rise in the region as “energy demands are outpacing utility-scale solar and wind development.”
Mountain goats are daytime creatures, and they usually do most of their foraging while the sun is up. But as global temperatures rise, they are becoming more active at night, according to a new study seen by The Guardian. Researchers from the University of Sassari, in Sardinia, tracked the behaviors of the Alpine ibex goat over 13 years and found that on especially warm days, the animals were more likely to be active at night, even though this put them at higher risk of being attacked by predators. “We can expect that during the night when the temperature is lower other animals will shift their activity towards the nocturnal hours,” Francesca Brivio, who co-authored the study, tells The Guardian. “If during the day it is too hot to eat or to be active, they will prefer to perform all their activities, like foraging, at night.”
Climate scientist Ed Hawkins, creator of the warming stripes, put together a detailed graphic that tracks changes in the climate system alongside important milestones in human history, such as the invention of the steam engine and the discovery of global warming. “In every case, the recent changes are rapid and unusual compared to before human influence on the climate,” he says. Take a look:
“Do you think those CEOs are going to say, ‘Oh my God, they just elected a new president, let's go back and build internal combustion engine cars?’ Not on your life. Not happening.” –U.S. climate envoy John Kerry on whether a second Trump presidency would halt America’s clean energy transition
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Current conditions: Des Moines, Iowa, is bracing for thunderstorms through Thursday night • Temperatures in Touggourt, in northern Algeria, are soaring north of 103 degrees Fahrenheit • European forecasters expect the brewing El Niño conditions forming now could become the strongest ever recorded.
Last August, the Internal Revenue Service issued strict new rules for solar and wind developers hoping to tap the federal tax credits known as 45Y, for the production of carbon-free electricity, and 48E, for investment in green generating assets. For years, the U.S. government had required companies to invest 5% of the total cost of the project by a certain deadline to qualify for the rebates. But last summer, the Trump administration eliminated the 5% threshold and instead mandated that projects over 1.5 megawatts in capacity show evidence that physical construction has begun to be eligible for the writeoffs. In all, the new rules “could have been so much worse,” Heatmap’s Emily Pontecorvo wrote at the time. But requiring construction to start narrowed the scope of how many turbines and panels could be built before the two tax credits are phased out this July 4. With less than a month to go before the credits go away, a federal court has intervened to restore the original 5% rules. On Saturday, the U.S. District Court for the District of Columbia overturned the Internal Revenue Service’s strict new rules. The decision found that the Trump administration had repeatedly failed to back up its justifications for eliminating the 5% provision, consider reasonable alternatives, or demonstrate that the policy change wasn’t motivated by discriminatory views of the wind and solar sectors. “Evidence in the record leaves substantial doubt that the proffered explanation sincerely accounts for the agency’s decision,” the ruling reads. “A thorough review of the record undercuts the conclusion that the defendants made a reasoned decision to eliminate the 5% safe harbor for wind and large-scale solar projects based on concerns about stockpiling.”
While significant, the decision — which was effective immediately — doesn’t change the Trump administration’s restrictions on using tax credits for projects made with Chinese imports. And Crux Climate, the tax credit marketplace, cautioned that few developers may be able to spring into action to seize on the ruling in the next 26 days before the rebates officially end.
New York State lawmakers passed a one-year moratorium on new data center construction that would pause permits on the facilities and require the state to create new rules on energy use, community investment, and labor standards for server farms. But News10, Albany’s ABC affiliate, warned that Governor Kathy Hochul, a Democrat, had not yet indicated whether she would sign the bill.
The move came as NBC News reported that Illinois Governor JB Pritzker, another Democrat, outlined plans to temporarily halt tax breaks to data centers ahead of a call to state lawmakers to come up with a new framework for how the facilities should be developed. The data center backlash, as Heatmap’s Robinson Meyer wrote, is becoming impossible to miss, with roughly 70% of Americans now opposing server farms built near their homes. More than 60% of Americans now support placing a moratorium on data center construction.

Desalination, as my colleague Katie Brigham put it in March, is “having a moment.” It’s not hard to see why. The San Diego County Water Authority is generating so much water from a desalination plant the utility opened a decade ago that it has not only ended its own shortfalls, it has produced a surplus. Now, as a result, the California city is poised to sell some of its rights to Colorado River water to Arizona and Nevada under the first large-scale deal to trade water between the states entitled a share of what flows through the nation’s fifth-longest river. The agreement highlights how desalination could “help parched inland states fill a widening gap between water supply and demand,” The New York Times reported.
It’s a welcome development. Just last week, experts told the Utah News Dispatch that the Colorado River’s largest reservoirs are approaching a “system crash.”
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New York’s Legislature might have backed its Democratic governor’s bid to weaken the state’s climate law, but Rhode Island is taking a different approach. Lawmakers in New England’s smallest state rejected Democratic Governor Dan McKee’s proposal to slash Rhode Island’s climate programs in the name of affordability. On Friday, E&E News reported that the state budget lawmakers advanced last week nixed the changes to clean energy policies.
In January, the United Kingdom, Norway, and several major European Union nations including Germany and Denmark agreed to a pact to build out a sweeping array of wind turbines in the North Sea, turning the waterway into “the world’s largest clean energy reservoir.” If the pledge holds, roughly 11% of the 222,000-square-mile sea could be covered in turbines. That’s the finding of a new study from Heriot-Watt University in Scotland. Under the current target, the North Sea would host a total of about 19,400 turbines by the middle of this century. By 2030, the U.K. alone is on track to have roughly 4,200 turbines, followed by Germany with about 2,700, and the Netherlands with 1,700, according to Renewables Now. The Dutch would claim the highest offshore wind density, with wind farms covering around 19% of its North Sea waters by 2050, followed by Belgium at 18%.

There’s been much ado about Chinese electric vehicles being built in Mexico. But on Sunday, Mexican President Claudia Sheinbaum unveiled the Olinia — a 100% domestically designed electric van that looks a bit like Toyota’s Kayoibako EV minivan. In a post on X, she proudly called it “the electric car created by young Mexican women and men.” The name harkens to the Nahuatl word for “movement.”
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.