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Geopolitics, the heightened importance of climate change, and the sheer size of the conference have transformed the event into something that it was never meant to be.

It didn’t attract a lot of attention, but for a few months, it looked like the United Nations climate process might break down.
There, process is substance: One of the most important acts every year is the selection of the next country to run the Conference of the Parties to the United Nations Framework Convention on Climate Change, or COP. This distinction normally rotates among the UN’s five regional country groups; next year, a country in the “Eastern Europe” group is due to host. All the members of a group must unanimously agree on which country will get to host.
This is a highly contingent way to decide who gets to host a climate conference. Really, the entire schema of UN regional groups represents a hangover of Cold War geopolitics that is now indefinitely unchangeable. (The “Western Europe” group is essentially the early members of NATO; it includes such notably non-western-European countries as Turkey, the United States, and — hilariously — Australia.)
The “Eastern Europe” group, meanwhile, amounts to more or less the former members of the Warsaw Pact. For obvious reasons, these countries cannot agree on a consensus choice in 2023. Russia, the group’s largest member, was not amenable to holding the COP in any eastern Europe NATO member state, such as Poland, Latvia, or Finland. The eastern European NATO members — as well as Ukraine, which is also in the UN regional group — were similarly opposed to holding the COP in Russia.
That meant that attention focused on the group’s countries in the Caucasus, at the edge of central Asia: Georgia, Azerbaijan, and Armenia. Yet difficulties presented themselves here too. Azerbaijan successfully seized an Armenian exclave earlier this year, evicting up to 120,000 Armenians as part of a campaign described as ethnic cleansing. Armenia blocked any Azeri bid to host the COP.
For the first time in the UN Framework Convention on Climate Change’s history, no country would have been able to lead COP the following year. Geopolitics had seemingly broken the consensus mechanism that makes the climate conference work.
This amounted to more than just a deficiency in party planning. It would have forced Bonn, Germany — the home of the UNFCC’s permanent headquarters — to host COP29, a kind of “break in case of emergency” default option. And it would have allowed the United Arab Emirates, a petrostate that has reportedly used the COP to make oil deals, to retain the conference presidency for at least another year.
That didn’t happen. Late last week, Armenia lifted its block of Azerbaijan’s bid, and the two countries mutually released prisoners in a gesture of good will. (Their rapprochement happened suspiciously close to President Vladimir Putin’s visit to the U.A.E.) Next year’s COP will seemingly happen in Baku, the Azeri capital.
But just because the COP process didn’t break doesn’t mean that it’s not being stretched. All is not well with the COP. During this year’s conference, a picture emerged of a COP being tested by a more rivalrous, conflict-prone world. Geopolitics, the heightened importance of climate change, and the sheer size of the conference have transformed the event into something that it was never meant to be.
This year, more than 100,000 people attended the COP. It was held at Dubai’s opulent Expo City, the Disney World-style convention campus initially built for the 2020 World Expo, the modern successor to World’s Fairs. Hundreds of nonprofit groups and companies, as well as more than 190 countries, ran public pavilions that advertised their climate accomplishments and views on decarbonization. Negotiators divided into different blocs: China and the United States, oil-producing states and small island nations, the West and the rest.
It wasn’t always like this. When the first COP was held in Berlin in 1995, the world was in a very different era, Lee Beck, the senior director for Europe and the Middle East at the Clean Air Task Force, told me. It was “the peak of multilateralism, followed by relative geopolitical stability and peace,” she said. The United States and the broader West set the agenda for global events.
“In the last two years — others would say the writing was on the wall as early as 2014 — geopolitical fragmentation really is visible,” she said. “You’re really pushing the limits of multilateralism at this one. One of the cracks is we’re unable to agree where the COP even will be.”
But geopolitics are not the only force stretching COP to the limit. Another is the sheer size of the event itself.
There used to be “big COPs” and “small COPs”: COP21, the 2015 meeting where the Paris Agreement was finalized, was a “big COP,” but the following year’s conference in Marrakech, Morocco, was a fairly minor one. Even COP21 was less than half the size of this year’s COP. And in one possible read, this year should have been a smaller COP — the biggest to-dos were formally launching the Loss and Damage fund and writing the Global Stocktake report, a kind of report card on the world’s climate progress (or lack thereof).
But small COPs don’t seem to happen any more. Since the pandemic ended and COP26 took place in Glasgow, Scotland, COPs have swollen in size, creating the age of the new “mega-COP.” More than 100,000 people attended the conference this year, making it by far the biggest COP ever. It was more than twice the size of last year’s confab in Sharm al-Sheikh, Egypt, which was previously the biggest COP ever. Most of those attendees had nothing to do with the negotiations ostensibly at the center of the conference — they were investors, technologists, scholars, scientists, or experts — and instead made up a de facto global trade show on climate solutions.
COP is now so big and climate is now so important that even the lack of news about the conference can generate news. When President Joe Biden declined to attend this year’s conference, The New York Times push-alerted it.
But there are possibilities that could improve the situation. One of them might be that COP simply becomes so unmanageable that it has to scale back. Few cities have the spare capacity to house an extra 100,000 visitors for 12 days. New York City, for instance, only has about 123,000 hotel rooms total. If COP were to keep growing, the problem would only get harder. When 150,000 people descended on San Francisco for Salesforce’s annual conference in 2015, the company docked a cruise ship in the bay to provide an extra thousand rooms.
There are solutions, Beck said. She noted this was the first year that every continent had held its own Climate Week: a smaller event focusing on more region-specific decarbonization challenges. This COP has also seen the emergence of country coalitions that rally around different issues or approaches. The set of countries that backed a pledge to triple renewable capacity, for instance, is different from the smaller coalition that wanted to triple nuclear capacity. These smaller, more sector-specific coalitions may have more ability to actually decarbonize and address climate change, she said.
For all these challenges, perhaps the biggest miracle is that the UNFCC process works at all, Eve Tamme, a former climate negotiator for the European Commission, told me.
“The UNFCCC process is based on consensus between almost 200 countries. Judging based on the complexity of the issue at hand and the divergence of views among the countries, it seems impossible that such a process could deliver anything at all,” she said. Even when you follow the negotiations closely, it may seem like there’s barely any movement at all, she said.
“But then again, we got the Kyoto Protocol,” she said. “And we got the Paris Agreement. So while it may look broken in the short term, somehow this dysfunctional process can still deliver.”
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The interior secretary and former North Dakota governor used to praise liberty. Now he is betraying it.
One thing has long stood out about U.S. Interior Secretary Doug Burgum: Even before he ran for office, he talked a lot about freedom. It’s really striking, even for a Republican.
Perhaps you don’t know Burgum’s story. He grew up a shaggy-haired boy in tiny Arthur, North Dakota. In 1983, he mortgaged a part of his family farm to fund a software company, Great Plains Software. The company was a success, and it made him wealthy as a young man.
Burgum talked about the startup — and the new technology industry to which it belonged — as something nobler and higher than just a hustle. The software industry, he told lawmakers in 1998, helped make the people who participated in it free because it helped them flourish. “Part of the appeal of this industry is the freedom to succeed or fail based solely on one’s own abilities,” he said. He was known as a good boss.
Microsoft bought his company, making Burgum a billionaire. He stayed there for a few years, then became an investor and a real estate developer. In 2016, he ran to be North Dakota’s governor and won by a landslide.
Observing Burgum for a few years now, I’ve seen him talk about freedom in a few ways. He is a federalist. Although he praised the First Amendment’s liberties, which he describes as inherent and God-given, he speaks often about the Tenth Amendment, too — the part of the Bill of Rights that says powers not delegated to the federal government are retained by the states and the people.
That idea, he said while running for the Republican presidential nomination in 2023, was something national Republicans too often forgot. “When I see the Republican Party try to get into things where we’re also overreaching, it also goes against this principle. There isn’t a one-size-fits-all federal rule — it should be returned to the states,” Burgum said.
Even his criticism of President Joe Biden’s “green fantasy energy policies” was rooted in this understanding of freedom. It wasn’t just that Biden’s policies limited consumer choice, he said, but that they empowered freedom’s enemies. They kept U.S. oil in the ground while encouraging Americans to buy electric vehicles and critical minerals from China.
“To defeat those adversaries, we must have a leader who understands the power of free societies and free markets,” he said.
Burgum didn’t win the 2024 nomination, and he wasn’t — as some hoped — picked for vice president on the ticket, either. But he won control of Trump’s energy agenda. Today, Burgum not only runs the Interior Department, but also chairs the National Energy Dominance Council, an ad hoc body that oversees energy and environment policy.
He’s kept talking about freedom in his new role — and he connects liberty to the eternal human struggle to flourish. “Human flourishing in this world has always been dependent on affordable and reliable energy,” he told Stanford students last year.
Which is why I was astounded to see this post last week:
Now, Burgum is a light-hearted guy, and obviously, we’re meant to chuckle. It’s a joke. Alaska and Washington, D.C., are part of the “old interior,” but Greenland’s capital, Nuuk, is the “new interior” — future American territory.
Burgum defended himself on Fox News last Thursday. “Who knew that posting a factual map of Alaska and Greenland would be triggering to those folks who do not fully understand the importance of Greenland and the strategic nature of protecting the United States of America?” he said.
Burgum is wrong. His map was not factual: Greenland is not part of the American interior; it is part of Denmark. To describe it as the “interior” of America should humiliate Burgum’s liberty-loving soul. But what we can tell from this tweet is that Burgum is mentally preparing himself for a terrible betrayal of the values and ideas he once celebrated.
What would that betrayal be? Nothing less than the open theft of Greenlanders’ most fundamental freedoms. On Fox, Burgum said that Trump wanted to “buy” Greenland — but this is such a twisting and abrasing of the truth as to make a patriot yelp. Trump desires Greenland by any means, and he is willing to use the military to bully Denmark and the Greenlandic people into selling their sovereignty.
This is not friendly commerce between two equals, as a free market requires, but rather petty and corrupt gangsterism. Trump is shoving a gun in Denmark’s face, muttering, We can do this the easy way or the hard way. Burgum claims to see nothing wrong with this degeneracy.
He should. Less than two years ago, Burgum praised the Constitution and “the historic and aspirational vision presented by our Founding Fathers.” That cohort’s insight — the reason we remember its members now, despite their flaws — was that the most fundamental political freedom is political self-determination. “All men are, by nature, equal and free,” wrote James Wilson, one of only six men to sign both the Declaration and the Constitution. “No one has a right to any authority over another without his consent: all lawful government is founded on the consent of those who are subject to it.”
Yet Burgum would help establish Trump’s authority over more than 55,000 Greenlanders without their consent and over their objections — a government that would reek of illegality from its birthpangs. And Burgum would be its midwife. The Office of Insular Affairs, which he oversees as part of the Interior Department, manages America’s territories and freely associated states, such as Puerto Rico and Palau. Greenland could soon fall under its purview, too. Burgum could easily become Greenland’s colonial governor, its federal subjugator.
All lawful government is founded on the consent of those who are subject to it. I have been to Greenland. It is an austere and beautiful country, home to a population of independent and freedom-loving people who want to prosper, raise their families, farm, hunt, thrive, and flourish. It should sound familiar: Greenlanders are not so far from Burgum’s old North Dakota constituents.
Either Burgum will now see the resemblance and desist from Trump’s corrupt attack on liberty, democracy, and the principle of self-government itself — either he will block it, delay it, never defend it in public or in private, and never joke about the wicked betrayal of an ally again — either he will review and revise the resignation letter in his desk drawer — either he will, in other words, act as a free man, or he should stop lying to Americans about his love of freedom and admit that he now believes instead that might makes right — that Donald Trump’s word is law, or close enough to it — and clarify for us, at last, that he has already become one of the president’s moral degenerates.
“Ronald Reagan famously told us, ‘Freedom is never more than one generation away from extinction,’” an earlier version of Doug Burgum once told us. It was 2024, and he was running for president, addressing Republicans in Florida. His political prospects had never looked better.
Burgum paused for a second. He wanted the audience to think about the quote — to stick with Reagan’s words.
“Sometimes people remember that [line],” he said, “but they forget the second part of the quote, and I think it’s the most important: ‘Freedom must be fought for and protected, or we’ll spend our later years telling our grandchildren what it was like when America was free.’”
To fight and protect freedom — what would such an act demand of Doug Burgum in this moment, when a president is threatening America’s neighbors and trying to impose the very definition of unfreedom on its friends? Burgum was a thoughtful politician once: an independent and heterodox leader who loved liberty and wanted to see Americans flourish. Will he now do his duty to America and the world? Or will he push the country and its imperial subjects — no longer free citizens — into an unfreedom that will aggrieve and impoverish us well into our grandchildren’s lives. The choice is his. He has his freedom, now let him use it.
Mikie Sherrill used her inaugural address to sign two executive orders on energy.
Mikie Sherill, a former Navy helicopter pilot, was best known during her tenure in the House of Representatives as a prominent Democratic voice on national security issues. But by the time she ran for governor of New Jersey, utility bills were spiking up to 20% in the state, putting energy at the top of her campaign agenda. Sherrill’s oft-repeated promise to freeze electricity rates took what could have been a vulnerability and turned it into an electoral advantage.
“I hope, New Jersey, you'll remember me when you open up your electric bill and it hasn't gone up by 20%,” Sherrill said Tuesday in her inauguration address.
Before she even finished her speech, Sherrill signed a series of executive orders aimed at constraining utility costs and expanding energy production in the state. One was her promised emergency declaration giving utility regulators the authority to freeze rate hikes. Another was aimed at fostering new generation, ordering the New Jersey Board of Public Utilities “to open solicitations for new solar and storage power generation, to modernize gas and nuclear generation so we can lower utility costs over the long term.”
Now all that’s left is the follow-through. But with strict deadlines to claim tax credits for renewable energy development looming, that will be trickier than it sounds.
The One Big Beautiful Bill Act from last summer put strict deadlines on when wind and solar projects must start construction (July 2026), or else be placed in service (the end of 2027) in order to qualify for the remaining federal clean energy tax credits.
Sherrill’s belt-and-suspenders approach of freezing rates and boosting supply was one she previewed during the campaign, during which she made a point of talking not just about solar and battery storage, but also about nuclear power.
The utility rate freeze has a few moving parts, including direct payments to offset bill hikes that are due to hit this summer and giving New Jersey regulators the authority “to pause or modify utility actions that could further increase bills.” The order also instructs regulators to “review utility business models to ensure alignment with delivering cost reductions to ratepayers,” which could mean utilities wind up extracting less return from ratepayers on capital investments in the grid.
The second executive order declares a second state of emergency and “expands multiple, expedited state programs to develop massive amounts of new power generation in New Jersey,” the governor’s office said. It also instructs the state to “identify permit reforms” to more quickly bring new projects online, requests that regulators instruct utilities to more accurately report energy usage from potential data center projects, and sets up a “Nuclear Power Task Force to position the state to lead on building new nuclear power generation.”
This combination of direct intervention to contain costs with new investments in supply, tough language aimed at utilities and PJM, the electricity market New Jersey is in, along with some potential deregulation to help bring new generation online more quickly, is essentially throwing every broadly left-of-center idea around energy at the wall and seeing what sticks.
Not surprisingly, the orders won immediate plaudits from green groups, with Justin Balik, the vice president of action for Evergreen States, saying in a statement, “It is refreshing to see a governor not only correctly diagnose what’s wrong with our energy system, but also demonstrate the clear political will to fix it.”
On Greenland jockeying, Brazilian rare earth, and atomic British sea power
Current conditions: A geomagnetic storm triggered by what’s known as a coronal mass ejection in space could hit severe levels and disrupt critical infrastructure from southern Alabama to northern California • After weekend storms blanketed the Northeast in snow, Arctic air is pushing more snow into the region by midweek • Extreme heat in South America is fueling wildfires that have already killed 19 people in Chile.
Over the weekend, President Donald Trump once again ratcheted up pressure on Denmark and the European Union to consider his bid to seize Greenland. In a post on Truth Social, the president announced punitive 10% tariffs on Denmark, Norway, Sweden, France, Germany, the United Kingdom, the Netherlands, and Finland starting on February 1, with plans to raise the levies to 25% by June. “We have subsidized Denmark, and all of the Countries of the European Union, and others, for many years by not charging them Tariffs, or any other forms of remuneration,” he wrote. “Now, after Centuries, it is time for Denmark to give back — World Peace is at stake!” In response, the EU has threatened to deploy its economic “big bazooka.” Known formally as the anti-coercion instrument, the policy came into force in 2023 to counter China’s attacks on Lithuania, and involves the imposition of sweeping trade sanctions, ousting the aggressor nation’s companies from the world’s second-largest market, and ending intellectual property protections. Economists told the Financial Times that a trade war over Greenland would risk sparking the worst financial crisis since the Great Recession.

Electricity generation is set to grow 1.1% this year and 2.6% in 2027, according to the latest short-term energy outlook report from the federal Energy Information Administration. Despite the Trump administration’s attacks on the industry, solar power will provide the bulk of that growth. The U.S. is set to add 70 gigawatts of new utility-scale solar in 2026 and 2027, representing a 49% increase in operating solar capacity compared to the end of 2025. While natural gas, coal, and nuclear combined accounted for 75% of all generation last year, the trio’s share of power output in 2027 is on track to slip to 72%. Solar power and wind energy, meanwhile, are set to rise from about 18% in 2025 to 21% in 2027.
Still, the solar industry is struggling to fend off the Trump administration’s efforts to curb deployments of what its top energy officials call unreliable forms of renewable power. As Heatmap’s Jael Holzman wrote last month, the leading solar trade association is pleading with Congress for help fending off a “near complete moratorium on permitting.”
Everybody wants to invest in critical minerals — including the Western Hemisphere’s second center of power. Brazil is angling for a trade deal with the U.S. to mine what the Financial Times called its “abundant but largely untapped rare earth deposits.” With tensions thawing between Trump and the government of leftwinger Luiz Inácio Lula da Silva, officials in the Brazilian administration see a chance to broker an agreement on the metals Washington needs for modern energy and defense technologies. “There’s nothing but opportunity here,” one official told the newspaper. “Brazil’s government is open to a deal on critical minerals.”
Northwest of Brazil, in Bolivia, the new center-right government is stepping up efforts to court foreign investors to develop its lithium resources. The country’s famous salt flats comprise the world’s largest known reserve of the key battery metal. But the leftist administration that ruled the Andean nation for much of the past two decades made little progress toward exploiting the resource under state-owned companies. The new pro-Washington government that took power after the October election has vowed to bring in the private sector. In what Energy Minister Mauricio Medinaceli last week called the government’s “first message to investors,” the administration vowed to honor all existing deals with Chinese and Russian companies, according to Mining.com.
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Last month, I told you about how swapping bunker fuel-burning engines for nuclear propulsion units in container ships could shave $68 million off annual shipping costs. That’s got real appeal to the British. Five industrial giants in the United Kingdom — Rolls-Royce, Babcock International Group, Global Nuclear Security Partners, Stephenson Harwood, and NorthStandard — have formed a new group called the Maritime Nuclear Consortium to boost British efforts to commercialize nuclear-powered cargo ships. “Without coordinated U.K. action, the chance to define the rules, create high-skilled jobs and anchor a global supply chain could be lost to faster competitors,” Lloyd's Register, a professional services company in London that provides maritime certifications, said in a statement to World Nuclear News. “Acting now would give the U.K. first-mover advantage, and ensure those standards, jobs and supply chains are built here.”
On the more standard atomic power front, the U.S. has officially inked its nuclear partnership deal with Slovakia, which I wrote about last week.
Sunrun has come out against the nascent effort to harvest the minerals needed for panels and batteries from metal-rich nodules in the pristine depths of the ocean. Last week, America’s largest residential solar and storage company signed onto a petition calling for a moratorium on deep-sea mining. The San Francisco-based giant joins Google, Apple, Samsung, BMW, Volvo, Salesforce, and nearly 70 other corporations in calling for a halt to the ongoing push at a little-known United Nations maritime regulator to establish permitting rules for mining in international waters. As Heatmap’s Jeva Lange has written, there are real questions about whether the potential damage to one of the few ecosystems on Earth left untouched by human development is really worth it. Trump has vowed to go it alone on deep-sea mining if global regulators can’t come to agreement, as I wrote last year. But it’s unclear how quickly the biggest developer in the space, The Metals Company, could get the industry started. As You Sow, the advocacy group promoting the moratorium, said Sunrun’s signature “brings an important voice from the clean energy sector.”
The home electrification company Jetson, which makes smart thermostats and heat pumps, has raised $50 million in a Series A round. Founded less than two years ago, the company pulled in first-time funding from venture firms including Eclipse, 8VC, and Activate Capital, and saw at least two existing investors put in more money. “Heat pumps have worked for decades, but their cost and complexity have put them out of reach of most homeowners,” Stephen Lake, Jetson’s co-founder and chief executive, said in a statement. “We’re removing the friction by making the process digital, fast, and affordable while fully managing the purchase from start to finish. This funding will help us quickly bring this experience to more homeowners across the U.S. and Canada.”