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The Paris Agreement goal of limiting warming to 1.5 degrees Celsius is now all but impossible. Limiting — and eventually reversing — the damage will take some thought.

For the second year in a row, the United Nations climate conference ended without a consensus declaration that tackling global warming requires transitioning away from fossil fuels. The final agreement at COP30 did, however, touch on another uncomfortable subject: Countries resolved to limit “the magnitude and duration of any temperature overshoot.”
In the 2015 Paris Agreement, 197 nations pledged to try to prevent average temperature rise of more than 1.5 degrees Celsius above pre-industrial temperatures. Now 10 years later, scientists say that exceeding that level has become inevitable. It may be possible to turn the thermostat back down after this “overshoot” occurs, though — a possibility this year’s COP agreement appears to endorse.
The idea demands a far meatier discussion than world leaders have had to date, according to Oliver Geden, a senior fellow at the German Institute for International and Security Affairs, and a key contributor to the Intergovernmental Panel on Climate Change’s scientific reports. If limiting warming to 1.5 degrees now requires surpassing that level and coming back to it later, and if this is something that countries actually want to attempt, there are a lot of implications to think through.
Geden and Andy Reisinger, an associate professor at Australian National University and another IPCC author, published an article last week spelling out what it would mean for policymakers to take this concept of “temporary overshoot” seriously. For example, the final agreement from COP30 encourages Parties to align their nationally determined contributions towards global net zero by or around mid-century.” Net zero, in this case, means cutting CO2 emissions as far as possible, and then cancelling out any residuals with efforts to remove carbon from the atmosphere.
Scientists now estimate that if the world achieves that balance by 2050, we’ll pass 1.5 and bring warming to a peak of about 1.7 degrees above pre-industrial levels. At that point, the planet will not begin to cool on its own. Ensuring that an “overshoot” of 1.5 degrees is temporary, then, requires removing even more carbon from the atmosphere than is being emitted — it requires achieving “net-negative” emissions.
Suffice it to say, you will not find the words “net negative” in any COP agreements. “If 1.5 degrees C is to remain the core temperature goal, then net zero can no longer be seen as an end point but only as a transition point in climate policy,” Geden and Reisinger wrote. The two stress that this wouldn’t prevent all of the harms of going past that level of warming, but it would reduce risk, depending on the magnitude and duration of the overshoot.
I spoke to Geden on Thursday, while the UN climate conference was still underway in Belém, Brazil, about what policymakers are missing about overshoot and the 1.5 degree goal. Our conversation has been lightly edited for clarity.
I’ve had scientists tell me they don’t like the term “overshoot” because the 1.5 degree boundary is arbitrary. How do you think about it?
You can apply the concept of overshoot to any level. You could also apply it to 2 degrees or 1.6 or 1.7. It’s just saying that there is a defined level you care about, and it’s about exceeding that level and returning to it later. That is the basic concept, and then 1.5 is the logical application right now in terms of where climate policy is. That return idea is not very well represented, but that’s how it has been used in the IPCC for quite some time — exceedance and return.
What was the impetus for writing the article with Reisinger and what was your main message?
We wanted to explain the concept of overshoot because it seems that it’s now being discussed more. The UN secretary general started using it in a speech to the World Meteorological Association two weeks before Belém, and now has continuously done so. It also led to some irritation because people interpret it as, He just called 1.5 off, although he usually says, “Science tells us you can come back to it.”
These overshoot trajectories and pathways for 1.5 degrees have been around since at least the Special Report on 1.5 Degrees in 2018, and then increasingly dominated the modeling of 1.5. But we feel that the broader climate policy community never quite got the point that it is baked into these trajectories whenever scientists say 1.5 is still possible. But then this element of, what does this now mean? Who has to do what? How is it possible to get temperature down? That’s even more obscure, in a way, in the political debate, because it means net-zero CO2 is not enough. Net-zero CO2 would halt temperature increase. To get it down, you need to go net negative. And then the obvious question, politically, would be, who’s going to do that?
In the paper, you write that the amount of net-negative emissions required to reduce global average temperatures by just 0.1 degrees is about equal to five years of current annual emissions, or 100x our current annual carbon removal, which is mostly from planting trees. Given that, is it realistic to talk about reversing warming?
That’s not for me to say. If you think about the trajectory — how would, let’s say, a temperature trajectory in the 21st century look? What you would get now is a peak warming level above 1.5. Then really the question is, what happens afterwards? If everybody only talks about going to net-zero CO2 then we should assume it’s that new peak temperature level, and then we just stay there. But if you want to say the world needs to go back down to 1.5 by the end of the century then we have to talk about net-negative levels, and we still may find out that it’s not realistic.
This kind of circumvents the conversation of how good we look on getting to net zero. We all assume that’s doable. I also assume that’s doable. But you cannot forget the fact that right now, our emissions are still rising.
One of the policy implications you write about in the piece is that if Europe were to set a target to go net negative, its carbon pricing scheme could go from a source of income to a financial burden. Can you explain that?
If you have carbon pricing and you have emitters, you can finance carbon dioxide removal through the revenues from carbon pricing. But if you want to go net negative, you need more removals than you have emissions. The question is, who’s going to pay for it? You would always have residual emitters, but if you want to go deeply into net negative, you will run out of revenue sources to finance these removals.
One of the big problems is, conceptually, a government can say, Okay, your factory does not have a license to produce anymore, and you can force it to close down. But you cannot force any entity to remove CO2 for you. So how can a government guarantee that these removals are really going to happen? Would the acceleration of this carbon dioxide removal actually work? Which methods do we prefer? Do we have enough geological storage? It’s all unresolved. This paper is not a call to Europe to say hey, just make a promise. [It’s saying,] can you please really think about it? Can we please stop assuming somebody is going to organize all this to go net negative and then it magically happens? You need to make a serious plan. And you may find out that it’s too hard to do.
Another question is, how will other actors react? I think that’s part of the reluctance to talk about going net negative. The mental model right now of being a frontrunner is going down to the net zero line and then waiting there for the others to come. But if you enter net negative territory, it becomes basically bottomless. So every developing country could, reasonably so, demand ever higher levels of you. In the European Union, where you have 27 member states, even there, you would get into distributional challenges because some member states may ask others to go net negative because they are disadvantaged.
Also, which sectors would be forced to go net negative, which ones can stay net positive? Agriculture, at least as long as you have livestock, will be net positive. Then you have a country like Ireland, with 30% of the emissions coming from agriculture. They will stay a net-positive country, probably, and then others would have to go net negative. So you can imagine what kind of tensions you would get in.
I know you’re not in Belém, but from what you’ve read and from what you’re hearing, do you think that overshoot and all of these questions that you raise are being discussed more there? Do you get the sense that they are making their way into the conversation more?
A bit. The talk you hear is only just about 1.5 and 1.5-aligned, and it makes you wonder what governments or NGOs think, how this is going to happen. In the text presented by the Brazilian government, overshoot is mentioned, and “limiting or minimizing magnitude and duration of overshoot.” But it does not talk about what that actually means.
The whole 1.5 conversation, I think it’s hard for governments to understand. At the same they’re getting told, “if you just look at the pledges, you will end up at 2.6 or 2.7 or 2.8 by the end of the century, you have to do more.” Of course they all have to do more, but to really get to 1.5 they have to do more than they can imagine. If the world does not want to cross 1.5, never ever, it would need to be at net-zero CO2 in 2030, between 2030 and 2035. And if you go later, then you have to go net negative. It’s actually quite easy, but it seems to be uncomfortable knowledge. And then the way we communicate the challenge — governments, scientists, media — it’s not very straightforward.
All these temperature targets are special in the sense that they set an absolute target. Usually policymakers, governments, set relative targets, like 0.7% of national GDP for overseas development aid — you can miss that every year, but then you can say, next year we’re going to meet it. That logic does not apply here. Once you are there, you are there. Then it’s not enough to say that next year we are going to put more effort into it. You just then can limit the extra damage.
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Two former defense officials argue that Rivian may be as important to America’s national security as SpaceX.
For years, policymakers have debated electric vehicles as if they were merely another consumer product. They are not.
Electric vehicles are the largest source of demand for advanced batteries, and batteries are rapidly becoming one of the foundational technologies of the 21st century. They power cars, drones, data centers, grid storage systems, autonomous weapons, military platforms. Over time, they will power most of the wider economy. In strategic terms, batteries are beginning to look less like mere automobile components and more like semiconductors — that is, chokepoint technologies critical to the functioning of modern society.
The future of the U.S. EV industry matters far beyond transportation. Given that electric vehicles remain the primary source of demand for batteries, a healthy U.S. battery sector requires an American auto industry that produces and sells EVs at scale. Without a strategic plan that marshals both public and private sector investment in support of EV uptake by American consumers, the U.S. will leave itself with critical security vulnerabilities — not in some far-distant future that may never come to pass, but in the present.
Right now, China rules the global battery ecosystem. Chinese firms lead not only in battery manufacturing, but also in the upstream processing of critical minerals, the production of midstream cathodes and anodes, and the commercialization of next-generation battery technologies. China also controls most of the global processing capacity for graphite, the key material used in battery anodes, and dominates production of the intermediate components that determine battery cost and performance.
The implications of this imbalance extend well beyond auto production, or even mere economics. As we know well from our time serving in the Pentagon, the Department of Defense’s future force will rely increasingly on electrification. Tactical drones and other autonomous systems, portable power units, communications equipment, unmanned logistics vehicles, and resilient military installations all require advanced batteries. In case any of this remained in doubt, the conflict in Ukraine has demonstrated beyond dispute the central importance of battery-powered platforms on the modern battlefield. The same will inevitably prove true in the Indo-Pacific, where the U.S. military is investing heavily in unmanned systems designed to operate across vast distances and obviate risks from lengthy supply lines.
Unfortunately for the Pentagon, defense demand alone is far too small to sustain a globally competitive battery industry. The Department of Defense cannot create the manufacturing scale necessary to compete with China, as military procurement represents only a tiny fraction of battery demand. Only the commercial market can provide the volume needed to drive innovation, lower costs, and sustain domestic production, and the commercial market is driven overwhelmingly by electric vehicles. Here, the loss of consumer tax incentives undermined American automakers’ turn towards EVs, causing them to write off tens of billions of dollars of investments.
This is the strategic reality often missing from America's energy debate. Even a country as large and powerful as the United States cannot maintain a world-class battery industry while undercutting the largest source of battery demand.
Some policymakers appear to believe that the United States can support battery manufacturing for military systems, artificial intelligence infrastructure, and grid storage while simultaneously slowing EV adoption. That is wishful thinking.
Without a robust domestic EV market, battery manufacturers lose the scale that makes investment attractive, and production will inevitably move elsewhere. That's fine for other manufacturing sectors like t-shirts and toys, but unacceptable for technologies with critical national security applications.
The United States has seen this movie before. American firms pioneered many of the technologies behind solar panels, lithium-ion batteries, and lithium iron phosphate batteries, but China ultimately captured much of the manufacturing base for these products. Through sustained investment, patient industrial policy, and relentless focus on scale, Chinese firms drove down costs and built ecosystems that are now extraordinarily difficult to replicate. The result is that companies such as CATL and BYD occupy increasingly dominant positions in the battery sector, akin to those once held by American technology champions.
As a result, China's EV industry is now becoming a global export powerhouse. Chinese automakers are no longer producing low-cost copies of Western vehicles. As we know firsthand from a recent tour of the Xiaomi factory outside Beijing, Chinese factories are now producing technologically sophisticated products that are winning on price, performance, and quality when compared with the best that the United States or Europe have on offer. As a result, companies like BYD are rapidly gaining a larger share of the huge Chinese market and rapidly expanding their footprint internationally.
This matters because automobiles remain one of the world's largest manufacturing industries. The global auto market generates trillions of dollars in economic activity and supports millions of jobs. For more than a century, American prosperity has been tied in part to leadership in transportation manufacturing, but that leadership can no longer be taken for granted.
In China, electric vehicles and hybrids already account for more than half of new vehicle sales. Across Europe, adoption continues to rise. In many developing countries, falling battery prices are making electric transportation increasingly affordable. The direction of travel is unmistakable: The global market is shifting toward electrification.
If American automakers fail to compete in that market, they will steadily lose market share abroad. That would not simply reduce profits. It would weaken one of the country's most important industrial sectors and diminish the manufacturing base that has historically supported national defense in times of crisis.
Recent geopolitical events underscore the stakes. The disruptions to Middle East energy infrastructure because of the Iran conflict and the related threats to shipping through the Strait of Hormuz served as a reminder that oil remains vulnerable to geopolitical shocks. Electrification is not a complete solution to energy insecurity, but economies (and militaries) with greater electrification, diversified power sources, and advanced battery industries are better positioned to withstand such disruptions.
China understands this. Beijing does not view batteries, EVs, renewable energy infrastructure, and industrial competitiveness as separate issues. It views them as components of a single strategic package. As energy storage, modularity, and transmission become the key enabling technologies of the global economy, the United States must adopt this same holistic approach.
This does not mean attempting to replicate China's economic model or wantonly abandoning domestic fossil fuel production. It simply requires recognizing that batteries are a strategic industry — and that electric vehicles are the primary mechanism through which that industry achieves scale.
During the 20th century, policymakers understood that leadership in steel, automobiles, aerospace, semiconductors, and telecommunications had national security implications, and thoughtful policymakers sought to build U.S. advantages in these key sectors. The same logic applies today.
The question is no longer whether the future of transportation is electric. Most of the world has already answered that question. The issue before us now is whether the United States intends to build the batteries that will power the next era of economic growth, military capability, and industrial strength or import them from China, with all the vulnerabilities that will entail.
On Trump’s gas boom, Germany’s fusion push, and Meta’s Canadian complex
Current conditions: Sandusky, Ohio, just saw 17 inches of rain in one day, smashing the previous state record of just under 11 inches and blowing past the 1-in-1,000-year threshold of less than 9 inches • Another heat dome is forming over the western United States, threatening landlocked desert cities such as Phoenix, Las Vegas, and Palm Springs with temperatures over 110 degrees Fahrenheit • An extremely rare tornado touched down in Alaska’s Susitna Valley, one of just 11 recorded in the state since 1950.

The record-shattering heatwave that roasted Europe last month killed thousands — and potentially far more than initially estimated. Last week, the French government released its estimate for the death toll from the elevated temperatures: 2,025 people died who wouldn’t have under average weather conditions. But Le Monde, the nation’s newspaper of record, suggested the tally was undercounting. On Tuesday, Carbon Brief published a new analysis by two scientists suggesting the actual figure surpassed 2,700 deaths. To calculate the difference, the two American researchers compared the observed temperatures from June 12 to 29 with their baseline average from 1980 to 2025 to understand the disparity between the number of deaths during heat waves then versus now. “We found that France experienced around 2,700 heat-related deaths above the average baseline,” the report concluded. “Day-to-day heat-related mortality rates rose from less than 100 to almost 300 on the hottest days of June 24 to 25.” In Germany, meanwhile, the Federal Statistical Office’s preliminary data shows more than 5,000 excess deaths during the late-June heat wave, Bloomberg reported. During the last full week of June, the agency known as Destatis recorded 5,486 more deaths than during the median from the same period from 2022 to 2025. Now yet another extreme heat wave is forming in Europe this week, the third so far this year.
The lethal heat has raised the volume and temperature of Europe’s ongoing debate over air conditioning. Much ink has been spilled over why, exactly, Europeans eschew the cooling appliances Americans adore. My colleague Robinson Meyer offered one of the most interesting explanations I have seen yet: Europe’s otherwise superior window design makes traditional AC units difficult to place. Either way, Europe’s surging far-right parties see a political opportunity in championing AC. France’s Rassemblement National, led by Marine Le Pen, has begun campaigning on expanding access to cooling. Germany’s far-right Alternative für Deutschland, meanwhile, has accused the country’s center-right government of “abstaining from air conditioning” due to “climate hysteria,” leaving people to be “sacrificed on the altar” of energy austerity, per The Guardian.
When President Donald Trump took office at the start of 2025, the U.S. Energy Information Administration predicted that 23 gigawatts of new gas plant capacity would be built in the U.S. between 2026 and 2030. The agency’s latest forecast for that same period is now 66 gigawatts. The boom reflects what E&E News described as both Trump’s energy policies and the rise of artificial intelligence. At the same time, a new International Energy Agency analysis suggests that Trump’s war against Iran dampened forecasts for global gas consumption for only the third time in seven years. Worldwide demand is expected to drop by 0.5% this year in response to major disruptions of liquified natural gas shipments from Qatar and the United Arab Emirates. Gas demand in Asia in particular softened amid higher prices and government efforts to switch from LNG to other fuels, such as coal. Fresh fighting in the Strait of Hormuz suggests the contraction could continue if the fragile ceasefire signed last month breaks. On Tuesday, two tankers were struck by projectiles while passing through the narrow waterway at the mouth of the Persian Gulf. The U.S. military accused Tehran of the attacks and launched new strikes on Iran, according to Al Jazeera. Trump told reporters at the NATO summit in Turkey this morning that the ceasefire was “over.”
In a more direct analysis of the effect of Trump’s energy policies on actual prices Americans pay, the think tank Energy Innovation found that the administration’s overall spending cuts and changes would force U.S. households to pay an additional $650 billion for energy between 2026 and 2040. That’s an average of $460 per household in 2035 and $490 in 2040. By eliminating incentives for electrification and green-energy manufacturing, the report concluded, the administration’s policies cost the U.S. a cumulative $2.3 trillion in lost gross domestic product through 2040.
Germany may have infamously abandoned nuclear fission, sending electricity prices soaring and making the country more reliant on coal and Russian gas imports. But Berlin wants fusion. On Tuesday, the Germany-based Proxima Fusion announced that it had raised nearly $469 million in its latest funding round, increasing its valuation to nearly $2.9 billion and establishing the startup as Europe’s best-funded fusion company. Among the backers were Google and the German utility giant RWE. “Google’s investment underscores continued interest in fusion as a potential source of abundant, carbon-free, firm energy over the long-term,” Proxima said in a press release. “One of the largest private investments in European technology this year — and the largest ever in European fusion — the round reflects growing recognition of fusion power as a strategic technology for energy security, economic resilience, and industrial competitiveness.”
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A major new mining project in Arizona that promises to increase the domestic supplies of at least five critical minerals just received final approval of its environmental review. On Tuesday, the U.S. Forest Service gave the developer South32’s Hermosa Critical Minerals Project the green light on the last step of its yearslong National Environmental Policy Act study. The completion of the NEPA process paves the way for the project to build key infrastructure beyond privately held property onto the federal land that’s part of the Coronado National Forest, including a primary access road, a tailing facility, and allowing the local utility to build a portion of a 138-kilovolt power line. It’s also a symbolic win for the Trump administration. The project was the first mine included in the federal FAST-41 permitting program to speed up approvals for key projects. South32 secured its place on that list due to the mine’s potential to generate zinc, silver, and manganese — all of which are needed for modern energy and military technologies. “From the beginning, we designed Hermosa to be a different kind of mine, and the federal review process helped make it even better,” Pat Risner, South32’s president in charge of Hermosa, said in a statement. Arizona Senator Ruben Gallego, a potential contender for the Democratic presidential nod in 2028, praised the project for “producing critical minerals that will power our 21st Century energy economy.”
Meanwhile, the American lithium-mining startup EnergyX just pulled in a significant new investment to complete its giant project in Chile. Already a top global producer of the metal needed for batteries and electric vehicles, the South American nation’s new right-wing government is trying to draw in more private investment as it rethinks the country’s domestic energy policies, as I reported last week. On Monday, EnergyX unveiled a $225 million strategic investment from the Italian oil giant Eni. As I told you last year, Eni has bucked other oil majors’ downsizing the ambitions of their greener ventures, even investing $1 billion into Commonwealth Fusion Systems last fall.
New Jersey Governor Mikie Sherrill approved a suite of legislation Tuesday to overhaul the process for siting data centers in the state, placing a new tariff on large loads, requiring companies to disclose water and energy use, and scaling back tax credits for server farms themselves. It’s no surprise: Sherrill, a Democrat, won last year after campaigning on cracking down on soaring power rates in a state Heatmap’s Matthew Zeitlin described last week as “ground zero for the political backlash to high electricity prices.” In a statement, Sherrill blamed “poor oversight, outdated policies, and rising demand on our electric grid by unchecked actors” for the price spike. “This is a breakthrough moment,” Rewiring America cofounder Ari Matusiak, who served on Sherrill’s transition team, said in a statement. “For the first time, a state has created a policy pathway for data centers to fund verified demand flexibility, including energy efficiency, demand response, behind-the-meter storage, and managed electrification. That means rising electricity demand can become an opportunity to invest in homes, businesses, and communities instead of shifting costs onto families and small businesses.
Hyperscalers, meanwhile, are now looking northward. On Tuesday, the Canadian outlet Juno News published a scoop identifying Meta as the mystery developer behind a $10 billion data center complex in Alberta, the western province of Canada also known for its tar sand oil fields. The Facebook parent company’s project is tied to a 932-megawatt gas-fired power plant.
The UAE’s oil and gas shipments are just starting to flow again — a reality that could remain tenuous as fighting renews in the Strait of Hormuz. But one thing has changed for sure: Abu Dhabi’s crude production is now unleashed. Since quitting the OPEC oil cartel in April, the UAE’s output of oil topped 3.8 million barrels per day, unnamed sources told Reuters. That’s a six-year high, apparently vindicating Abu Dhabi’s push against OPEC’s restrictions on pumping.
The EV maker appears to be poised to start construction on its second factory.
Rivian’s stock fell 18% on Monday, but it’s hard to imagine the company’s executives are too upset. Why? Because the automaker seems to be on the verge of starting work on its long-awaited second factory, 45 miles east of downtown Atlanta.
Let’s do some reading between the lines. Rivian has had a great few weeks. The EV maker announced last week that it is on track to sell about 3,000 more cars this year than expected, and its stock has been on a tear, rising more than 37% from close on June 25 to close on Monday.
The company’s CEO, RJ Scaringe, evidently decided it was time to capitalize on the run-up. The company announced on Monday evening that it would offer another 75 million shares of its stock this week, diluting existing investors. That raise would be used to fund “general corporate purposes,” according to a federal filing, including “the funding of certain equity contributions” related to an Energy Department loan.
Back in April, the company came to new terms with the Department of Energy’s in-house bank over a nearly $6.6 billion loan to build its new Georgia factory, which is supposed to manufacture the company’s new line of cheaper R2 SUV and R3 crossovers. That federal loan — initially negotiated in the Biden administration’s final days — was downsized to $4.5 billion under the new Trump-era terms, but also rewritten to let the automaker draw more money from the deal faster. (Rivian is already making the R2 at its existing factory in Normal, Illinois, but the Georgia factory should have about 40% more capacity than that plant.)
As part of any Energy Department loan — as in any project finance transaction — borrowers have to hold a certain amount of cash in escrow and reserve accounts to secure against a deal failing. Now Rivian can fund that money without tapping its cash on hand further. The new share offering is supposed to price this evening, suggesting that despite today’s slide, the company could raise more than $1 billion from the sale. Rivian’s stock is now trading roughly where it stood a month ago.
The upshot of all of this: With the loan secured, serious building efforts could finally start soon on the automaker’s second factory. (The automaker technically broke ground in September, but has yet to begin meaningful construction.)
“We’re setting up to go vertical in the second half of this year (a.k.a. steel sticking out of the ground) but we have said previously that we expect to draw on the loan for the first time by early 2027,” Peebles Squire, a Rivian spokesman, told me in an email. “Factory timeline is production of vehicles to begin in late 2028.”
(Energy Department loans work on a reimbursement basis, so the automaker will need to begin spending on the factory before it can claim the money.)
Though Rivian is among the most successful of the U.S. electric vehicle startups, it wasn’t completely clear after President Trump took office whether the automaker would survive its trek through the valley of death. It’s still not certain, of course. But positive reviews for the R2, a $6 billion deal with Volkswagen, and its significant Sun Belt factory nearing construction all augur well for the country’s most famous EV startup not run by Elon Musk.