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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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Rob talks with Evergreen Action’s Lena Moffitt and Pete Wyckoff about why they support BAAJA, even in spite of its flaws.
The Senate will likely vote next week on the Bipartisan American Affordability and Jobs Act, a bill to reshape the federal permitting process.
The proposed legislation has divided the environmental community and the set of interest groups often aligned with Democrats. The Wilderness Society and Earthjustice are opposed, and the Sierra Club wants big changes. The AFL-CIO and the National Urban League support the measure.
One of the few environmental nonprofits to affirmatively endorse the bill — and not express concerns or just stay silent — is Evergreen Action, a relatively young think tank and advocacy group that is entirely focused on climate change, clean energy, and decarbonization. “Despite the monumental election, I do not believe that a better deal is around the corner. The time to act is now,” Lena Moffitt, its executive director, said in a statement last week. “We have to start building clean energy at scale.”
On this episode of Shift Key, Rob is joined by Lena Moffitt, Evergreen’s executive director, and Pete Wyckoff, its vice president of policy. They discuss why Evergreen endorsed the bill, how Democrats’ Inflation Reduction Act experience led to this moment, and what still keeps them up at night about the bill. They also chat about how — even if the bill passes — big changes will be needed at the Federal Energy Regulatory Commission, or FERC.
Shift Key is hosted by Robinson Meyer, the founding executive editor of Heatmap News.
Subscribe to “Shift Key” and find this episode on Apple Podcasts, Spotify, Amazon, YouTube, or wherever you get your podcasts.
You can also add the show’s RSS feed to your podcast app to follow us directly.
Mentioned:
“Why We’re Supporting the Permitting Bill,” by Lena Moffitt
Senate Permitting Deal Wins First Vote
The Last-Minute Changes to the Senate Permitting Deal, Explained
Martin Heinrich on What’s Next for Permitting Reform
Previously on Shift Key: Why Permitting Reform Is a Historic Victory Over Utilities
This episode of Shift Key is sponsored by ...
Formed through a joint venture between Wärtsilä and RCT Solutions, Valo helps utilities, independent power producers, and developers navigate market and grid complexity without sacrificing system performance. Learn more at valoenergy.com.
Every year Giving Green researches the top climate nonprofits and sends 100% of every dollar donated to its Giving Green Fund straight to them. Make your first gift before the new year, and it will be matched up to $1,000. Go to GivingGreen.earth/Shift.
Music for Shift Key is by Adam Kromelow.
Smoke from the raging fires in Indonesia may go down as this year’s deadliest climate tragedy.
It’s a morbid game to try to name the worst climate disaster of 2026. In Europe this summer, a series of extreme heat waves killed an estimated 50,000 people. In September, a thawing Himalayan glacier collapsed, sending a wall of water cascading through Tibet and Nepal, killing at least 1,500 people, with nearly 6,000 still missing months later. And this past January, authorities feared hundreds of migrants died while trying to cross the Mediterranean during Cyclone Harry, including 50 in one shipwreck alone.
But the disaster that will result in perhaps the greatest and longest-lasting tragedy is the one unfolding right now in Indonesia.
Wildfires in Sumatra and Kalimantan have burned more than 7 million acres in what is likely a record year for the fire-prone islands. The blazes have destroyed critical wildlife habitats, including rainforests occupied by orangutans, Sunda pangolins, and Javan leopards. But it’s not the direct human deaths from the fires, the habitat loss, or the historic acreage burned — those being the typical headline numbers for gauging how “bad” a given fire or fire season is — that best tell the story of the impacts, in this case.
Rather, it is the toxic smoke blanketing Indonesia, Singapore, Malaysia, and Timor-Leste. For months, those emissions have been in every breath taken by the region’s 12.5 million inhabitants, about 4% of the world’s population.
In Indonesia alone, authorities estimate the smoke has caused 400,000 respiratory infections. As of a few weeks ago, more than 75,000 cases had been recorded in children between birth and age 5. “Behind those numbers are worried families, parents keeping watch, and children struggling to breathe,” Herawati Supolo-Sudoyo, a trustee of the Indonesian Open Science Voice Foundation and chair of the Indonesian Academy of Sciences’ Commission on Medical Sciences, said during a recent public health webinar. “Babies certainly cannot say, ‘My chest feels tight.’ They rely on us to protect their breath.” (That’s according to an automated YouTube translation of her remarks.)

Children are especially vulnerable to wildfire smoke because their lungs are not fully developed, and they breathe in more air relative to their body weight than adults. Reports from local hospitals are harrowing. “Yesterday, in the inpatient ward, I saw three toddlers struggling to breathe,” one mother, whose 14-month-old died suddenly after experiencing shortness of breath, told BBC Indonesia (as translated by Mongabay). The Indonesian Philanthropy Association, a nonprofit, has taken to describing the children of Indonesia as the “lost generation” due to the suspected physical and cognitive toll of the relentless smoke exposure. Timor-Leste, which borders Indonesia to the west, has one of Asia’s youngest populations, with about 44% of its inhabitants under 18.
“We must not wait until these children are adults to calculate the losses,” Supolo-Sudoyo said.
There seems little doubt that the smoke is a climate-change-fueled public health crisis. A new study by World Weather Attribution, released Thursday, found that while the super El Niño is the primary cause of the severe reduction in rainfall that helped fuel the fires, Indonesia’s drought was “then exacerbated by record heat throughout the fire season, which was made possible due to human-caused climate change,” Theodore Keeping, a research associate with WWA, said during a press call about the findings. (The study, which uses peer-reviewed methods, has not yet been peer-reviewed itself.)
Indonesia’s fire season was about 1.6 degrees Celsius hotter due to climate change, compared to about a third of a degree Celsius hotter due to the current El Niño, WWA reports. “We also found that this year’s record-breaking heat would have been virtually impossible without climate change, even in a similar El Niño state,” Keeping said.

Smoke is still a relatively new way of quantifying the impact of a wildfire. Alistair Hayden, an assistant professor of practice in Cornell’s Department of Public and Ecosystem Health and creator of the school’s wildfire smoke mortality estimation tool, told me that though researchers have been studying smoke toxicity for years, the bad U.S. fire seasons in 2018 and 2020 helped accelerate interest and urgency. “Really high visibility and growing interest leads to a lot more studies that then enhance our knowledge about the details of this hazard,” he said of the recent spike in smoke-related research.
For example, new research released just last month by researchers at Harvard indicates that wildfire smoke exposure during pregnancy is related to higher instances of autism in children. Separately, a study about chronic wildfire smoke exposure linked the pollution to an estimated 24,100 deaths in the lower 48 states every year — more than twice the number killed in drunk-driving accidents. Looking only at Indonesia, researchers linked smoke exposure in the womb during the region’s severe 1997 fire season to poorer health outcomes by age 17.
Still, coverage of wildfires largely focuses on how many people were killed by direct flame impacts, or how many acres or buildings burned. A “megafire,” for example, is a nonscientific term used by the media to describe how large a fire is physically, but not the thousands of miles further its smoke will travel. The National Interagency Coordination Center’s Wildland Fire Summary and Statistics Annual Report, the end-of-year summary of fire season impacts in the United States, doesn’t even mention smoke exposure. Deadly and destructive fires in Maui and Los Angeles stand out in memory, but the hazardous air quality in the Midwest this season from the Canadian wildfires may turn out to cost as many or more lives. (Smoke toxicity and chronic exposure also complicate the cost-benefit analysis of a favorite tool of progressive fire managers: prescribed burns.)
In fact, research about smoke toxicity and widespread exposure to particulate pollution increasingly suggests that emissions might be the marquee impact of wildfires. While 30 people died directly from the 2025 Palisades and Eaton fires in L.A., one research paper estimated the loss of life was closer to 440, partially due to the deaths attributable to wildfire smoke in addition to stress, disruptions to the health-care infrastructure, and mental health impacts.

“The difficulty with all of this is that the smoke deaths are difficult to track,” Hayden told me. “They’re not, for instance, showing up on death certificates. While the smoke itself is very visible in the air and leads to nice photos, the impacts are much harder to take photos of.”
That’s certainly the case in Indonesia, where photos show people going about their lives in a cloud of yellow smoke, and in Singapore, where run clubs have moved their workouts into malls to try to avoid the pollution. But while a smoke-exacerbated heart attack isn’t a front-page image, to Hayden’s point, the pictures do reveal something else: just how ill-prepared our infrastructure and public health systems are for dramatic smoke events like these.
What can be done about wildfire smoke? You can invest in a really good air purifier — and use it correctly — which works so long as you can afford it, and if your home isn’t drafty to begin with, and if it isn’t too hot out that you need to open a window to stay cool at the same time. You can wear the right kind of mask, too, but it needs to fit properly and it won’t filter out gases or the smallest toxic particles. And while you can evacuate to protect yourself from an encroaching wildfire, outrunning the smoke might require you to travel hundreds of miles or, as is the case for those in Southeast Asia, literally leave your country.
In that sense, we are thinking about wildfire impacts wrong, too. Fires aren’t a hazard contained neatly within evacuation zones; the “wildland-urban interface” and “wildfire-prone landscape” describe an environment fires may erupt in, but not what they’re contained to. Whether you’re in Los Angeles or New York City, Minneapolis or Madrid, Jakarta or Kuala Lumpur, the smoke will find you.
We need a ratepayer protection pledge for natural gas, too, argue two energy systems experts.
Everyone is talking about high energy prices, which were a major factor in the midterm elections. And it’s not just electricity: Families are paying 16% more for natural gas now than they were just two years ago. Within a few more years, the boom in electricity demand from data centers could add enough natural gas power plants to expand America’s gas power generation capacity by a third. Some back of the envelope math shows that the additional costs to regular customers from this expansion could total more than $23 billion across all retail gas and electricity prices by 2030.
Large users choosing gas will raise costs for the more than 70 million households in America paying a gas bill every month. It’s simple supply and demand. Some data center developers are working with utilities to connect to the grid, but many others are building their own off-grid power plants that would burn natural gas to power their operations. That would require a massive gas infrastructure build-out on top of the supply pressure, raising costs still further.
Earlier this year, hyperscalers and AI companies signed the Ratepayer Protection Pledge, committing to pay the full costs of their energy and infrastructure, “no matter what,” to avoid increasing energy costs for other customers. Agreeing to limit cost increases for energy is a good start, but the details of that pledge focused only on electricity customers, and it’s not enough to solve the problem. Almost nothing has been said on what that means for natural gas customers, or how data centers should help contain gas costs for families. As the 120th Congress, newly elected governors, and state legislators across the country consider the fastest ways to tackle volatile energy prices, they should consider a Gas Customer Protection Pledge to protect consumers from data centers contributing to surging natural gas bills.
All this new gas demand from data centers could increase costs for the rest of us in at least three ways. First, if history is any indication, the sheer volume of increased gas use will both raise gas prices and make them more volatile. Price volatility hurts poorer consumers more, with surprisingly high bills derived from market dynamics over which they have little control. Second, the pipelines, compressor stations, and other infrastructure needed to bring gas to these new facilities will cost money. Because the vast majority of utilities in America pass through both the cost of the fuel itself and the investments required to build and maintain infrastructure, these additional costs will be borne by all customers, not just the data centers.
And third — perhaps most importantly — during periods of peak system stress like winter storms or summer heat waves, all this additional gas going to data centers will make price shocks more severe. In the case of Winter Storm Fern last January, for example, natural gas prices from Chicago to Boston were 19 to 42 times higher than the national average price from the prior year.
So, how can government officials prevent all this from happening? A Gas Customer Protection Pledge would fill the gaps in the already agreed upon objective not to raise energy cost for average customers. Mirroring the points from the Ratepayer Protection Pledge, here’s how that might work.
To address energy affordability in the long run, finite resources are best spent moving energy systems off fossil fuels to improve public health and reduce greenhouse gas emissions. In the meantime, we must make efforts today to control natural gas costs. America’s energy affordability crisis needs answers today, not down the road.
Now is the time for a Gas Customer Protection Pledge that builds out the other half of the commitment already made by hyperscalers and AI companies not to increase energy bills for other customers.