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This summer was hot. It was wet. It was deadly. For most of us, it was a preview of the rest of our lives.

So here we are: Another summer in the books.
After Labor Day, whites go back in the closet; kids go back to school. Astronomically speaking, there are still technically 20 days left of summer, and climatologically speaking, we may have even longer to go than that — summers are getting longer as autumns contract. But culturally, anyway, we’re now headed into fall, an incongruous transition epitomized by the bastardized existence of the iced pumpkin spice latte. You know you’re living in the age of climate change when ...
It’s a good time, though, for taking stock. An astonishing 96% of Americans have faced at least one extreme weather alert from the National Weather Service since May 1, the Union of Concerned Scientists’ Danger Season tracker reports. Further, only seven counties out of 3,224 in the whole country and its territories had no heat, flood, fire, or storm warnings between May 1 and August 29 of this year, according to additional numbers supplied to Heatmap by the UCS — including, surprisingly, San Fransisco County in California, home of what has been called the single-most economically vulnerable major city to climate change in the U.S.
These were the others that dodged extreme weather alerts: Aleutians East Borough (Alaska); Aleutians West Census Area (Alaska); Ketchikan Gateway Borough (Alaska); Kodiak Island Borough (Alaska); and Norton City (Virginia). Together, they have a population of around 39,500 — just a fraction of San Francisco County’s 815,200.
But while San Francisco, some islands and bays in remote regions of Alaska, and a sliver of Virginia got lucky (this time and so far), it was a bad summer to be in Arizona, where there were more NWS extreme weather alerts issued than in any other state. Coconino County, home of the capital of Flagstaff, saw 146 alerts this summer due to a parade of heat, flood, and fire threats, followed closely by Mohave County, in the state’s northwesternmost corner, with a total of 145. New Mexico was right on Arizona’s tail with five counties in the top 10:
When it came to heat alerts specifically, Texas and Puerto Rico dominated the top of the list. In fact, Louisiana’s Sabine Parish was the highest-ranked non-Texan or Puerto Rican county for heat alerts, clocking in way down at #96.
The most flood alerts were experienced by California’s Inyo County, the home of Death Valley, which might be surprising until you remember how little rain it takes to trigger a disaster in the desert. Washington’s Yakima, Kittitas, and Skamania counties lead the list for fire weather alerts; and South Carolina’s Georgetown, Colleton, and Charleston counties lead for storm alerts. (The data was collected just before the brunt of Hurricane Idalia swept through northern Florida, Georgia, and the Carolinas). California’s Los Angeles County, the most populous in the country, faced a total of 80 extreme weather alerts this summer; the average for all counties was around 44.
The UCS Danger Season data (which will continue to be collected here through October) did not account for air quality warnings, which were the main story of the early summer in the U.S. — at times, more than a third of Americans faced degraded AQI due to smoke billowing south from the Canadian wildfires (which are themselves record-breaking). June 7 was the worst day for wildfire smoke exposure in American history “by far,” my colleague Robinson Meyer reported, and it happened not on the West Coast, where fires are routine, but in New York City, Philadelphia, Washington, D.C., and Toronto.
The next month, July, was the hottest month on Earth in probably 120,000 years (so you have that bragging right on about 4,000 or so generations of your ancestors). Some 40,000 different locations around the world recorded their hottest days ever in 2023, with nearly 20,000 of those in the United States, according to NOAA’s records. Though we didn’t break the global heat record this year (Death Valley only reached 128 degrees Fahrenheit, short of the 130 it needed to beat), the planet recorded its warmest day ever a few different times. Meanwhile, Vermont saw catastrophic summer flooding.
Then, in August, a grass fire fueled by hurricane winds ripped through Maui. Even three weeks later, we still don’t know how many people were killed. Undoubtedly, though, it is the deadliest wildfire in modern U.S. history — and all the more shocking for the fact that it burned through a former wetland, a grim testament to the effects of colonialism. America might not be through reckoning with massive fires, either; the peak of fire season is known as “Snaptember” among hot shot crews for a reason.
And summer wasn’t through with us yet. Hilary became the first tropical storm to hit Southern California in 84 years, and while the damage wasn’t too bad, the Los Angeles Times credits the urgency of the early warnings for saving lives. Subsequently, Hurricane Idalia became the first hurricane to make U.S. landfall in what is predicted to be an “above normal” season, strengthening from a Category 1 to a Category 4 storm in 24 hours thanks to record-warm waters in the Gulf of Mexico. Reports of the damage are still trickling in, but it can’t be good news for insurers in Florida and the Southeast.
It is difficult to tie any one weather-related disaster to climate change, but as Michael Wehner, a senior staff scientist at the Lawrence Berkeley National Laboratory, once succinctly put it to Mother Jones: “It’s not: Climate change flooded my house. It’s: Climate change changed the chances of flooding my house.” So, let’s look at the chances.
A recent study found that the prime wildfire conditions in Canada this year, which caused the choking smoke on the East Coast, were “at least twice as likely to occur there as they would be in a world that humans hadn’t warmed by burning fossil fuels,” The New York Times reports. The July heat dome that baked the South was “at least five times more likely due to human-caused climate change,” an analysis by Climate Central and The Guardian found. The odds of Vermont’s supposedly once-a-century flooding happening within 12 years of another 100-year storm in the state, Hurricane Irene, was just 0.6 percent. The fires in Maui were caused by compounding climate problems, The Washington Post reports, such as higher average temperatures and more intense hurricanes — both of which also have links to emissions-fueled warming. And Hurricane Idalia’s rapid intensification is what we’d expect to see from human-fueled ocean warming, too. Then there’s El Niño, which plays a part in all this chaos as well; it’s why scientists expect next year to be an even bumpier ride for earthly life than this summer has been.
That might not be very heartening to hear but consider this: If you’re a resident of anywhere other than San Francisco and a few odd places like Alaska’s Bristol Bay Borough (population: 838), then this summer was your dry run. You’ve learned more than you ever expected you’d need to know about indoor air purification; you spent 90 minutes prepping for wildfire season; you’ve checked in on elderly neighbors; you’ve even brushed up on your gin rummy skills so you can stay off your phone when the power goes out during the next (or same?!) hurricane. Look at you go. You’re adaptable. Heck, even iced pumpkin spice lattes are starting to grow on you now.
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SoftBank’s error and Nvidia’s scandal suggest data centers may have already peaked as an economic and energy trend.
This is Heatmap Daily, a weekday digest written by our executive editor. Subscribe here.
Covering energy and climate change sometimes means seeing certain stories in a different light than others. And a particularly vivid hue illuminated The Wall Street Journal’s report today that the Japanese conglomerate SoftBank Group is taking a $3.7 billion loss on several gigawatts’ worth of natural gas turbines.
For the Journal, the big news is that SoftBank and its billionaire founder, Masayoshi Son, are failing to capitalize on the artificial intelligence boom. But at Heatmap, we’re thinking about the turbines.
The data center boom and the return of electricity load growth has depleted the world’s supply of natural gas turbines. SoftBank had purchased reservations for about 13 gigawatts of turbines, according to the Journal. That’s a staggering amount of electricity — it could meet New York City’s maximum power draw on the hottest part of a summer’s day. The conglomerate now seems set to dump reservations for about four gigawatts’ worth. Keeping a reservation, it turns out, really is harder than making it.
Most of those rotors were reportedly from GE Vernova, one of the world’s largest producers of gas turbines. GE Vernova’s order list for gas turbines has been filled for nearly two years and the waiting list now stretches into 2031. That has led data center developers, hungry to get power as soon as possible, to reach for ever dirtier forms of electricity generation, including diesel generators and even old jet engines.
On that front, SoftBank’s failure to sell the turbines to a higher bidder suggests (albeit weakly) that demand for energy-producing assets might not be as strong as the AI boom’s backers once thought. SoftBank was already set to send about 9 gigawatts of turbines to the enormous Trump-backed OpenAI data center in Pike County, Ohio. The roughly remaining four gigawatts will be released back their manufacturers. (One thing this news can’t quite tell us, alas, is what type of turbine set-up will be used in the Pike County facility, which will be the world’s largest gas-fired power plant if it is build to completion. Recent public filings have suggested the facility isn’t planning on using any turbines in the more efficient combined-cycle configuration, which would mean the plant’s carbon intensity will be worse than most other new natural gas plants. But we’d love to hear any tips on this front.)
To zoom out for a second, I’m struck by how the AI bubble has been replaced by an AI muddle. As I wrote this, news emerged that Nvidia is preparing to fire its CEO, Jensen Huang, for his affair with a Chinese woman who is alleged to be a spy. (He had at least one more affair with another Nvidia executive, according to The New York Times.) Under Huang’s leadership, Nvidia has invested in a sprawling and sometimes circular network of energy-related companies, including Emerald AI, a startup that helps data centers flex their electricity consumption, and Redwood Materials, a battery recycler and producer led by the former Tesla executive J.B. Straubel. Huang has used Nvidia’s enormous balance sheet to buy down the risk of other AI and AI-related companies, propelling the overall AI trade to become the biggest story in American markets.
Now that balance sheet is in peril: Nvidia’s stock is already down 11% over the past five days, and it has fallen another 8% in after-hours trading since news broke of Huang’s ouster. If the chip designer’s financial network began to fray — or even if the next CEO had a lower risk appetite than Huang — then its demise could impact a much larger set of firms.
Even before the Huang scandal broke, companies at the center of the AI trade were showing signs of weakness. Alphabet, Meta, and Microsoft are all down on the month. Nvidia was already lagging by about 10% on the month before its hebdomas horribilis began, too. The memory and chip makers Micron and Applied Materials are both down more than 25% in about the same period, and GE Vernova and Oklo have fallen nearly 20%. Although the data center company Coreweave rebounded on an earnings beat today, it’s still down 24% on the month and nearly 50% since May.
The market rout isn’t total — Anthropic seems likely to enjoy one of the largest IPOs ever in the next week (although perhaps not with quite as large a valuation as its investors once imagined). And the underlying technology of AI seems to be getting worryingly better all the time. But even though the politics of data centers and AI seem set to dominate the new Washington, I’m wondering if data centers as a mainstream economic trend might have already peaked. Americans voted for a more subdued AI boom in the midterms. Now it seems like they might get it ahead of schedule.
Lunar Energy’s latest AI-powered system aims to integrate EVs into the automated demand response mix.
In theory, it’s straightforward to assemble the smart energy home: Solar panels, home backup batteries, and electric vehicles, plus smart thermostats, heat pumps, and water heaters — all the individual pieces can be had for the homeowner who can afford the up-front cost. The challenge is getting all those pieces to talk to one another.
Bay Area-based Lunar Energy is one of the tech firms that’s been trying to crack this problem. Today, it announced an upgraded version of its artificial intelligence-powered home energy control system, which not only integrates all those separate systems but also responds tactically to energy markets. CEO Kunal Girotra told me Lunar AI saves its users money by monitoring their home 24/7 and making decisions to charge, not to charge, or discharge so that they save the most money.
“Utilities are all moving to almost-real-time changes of rates,” he said. “You need software to handle that for you. I think that the race is on for who has the best AI machine learning algorithms to save the most amount of money. And so far, we seem to have a head start.”
Lunar’s first-generation system focused on generation, storage, and control. In other words, it connected elements like a home’s rooftop solar panels with the backup battery the residents might keep in the garage, using the AI to decide when to meet the home’s real-time energy needs with solar versus grid energy versus stored power. What it didn’t have was the ability to work with electric vehicles to manage charging and use the car’s battery as a bonus source of energy.
To fix this, Lunar has built its own bidirectional EV charger — one that can charge up the battery or discharge the car’s battery for a secondary use, like backing up the home’s power supply. Girotra, formerly the head of Tesla Energy, told me the problem with that functionality to this point has been the connection point between the car and the home electrical system. Carmakers and other companies in the space didn’t have the deep experience with electrical certifications to make the process seamless, he tells me. That led to setups like the original Ford Charge Station Pro, which required several different wall-mounted electrical boxes to connect the F-150 Lightning EV to the home.
Lunar’s charger is built to connect to its customers’ existing home Lunar energy system, which includes a microgrid interconnect device they call Lunar Bridge that islands the home in case of a power outage on the grid. In that way, the power stored in the EV battery is ready to back up the home in case of a blackout without any additional work — or to be optimized as part of a fully smart home that’s making money as part of a virtual power plant.
The company’s setup allows for another fun feature: “slow” charging that’s not slow at all, but actually two or three times as fast as the Level 2 charging most EV owners use to recharge their batteries overnight. Electric cars in the U.S. can typically take on only about 11 kilowatts of AC power from one’s home because of the limitations of their on-board hardware. Because Lunar’s system is fully DC, however, Girotra said the company decided to build a DC home charger, one that — like a Tesla Supercharger or other DC fast chargers out in the world — isn’t limited by that power cap. Lunar said it could use a combination of power from the grid, home solar, or home batteries to charge an EV at up to 25 kilowatts. That’s enough to recharge an EV in three to four hours rather than six to eight.
“If the standards get high, and if everybody sees cars can get charged in three hours, then all of a sudden people are like, ‘Wow, this is how I want it,’” he said. “Especially for 25% of the users who are like me, who always are running low on charge and they don’t mind a boost every now and then.”
Some of the other improvements in the second-gen system are more incremental. An inverter that’s 40% more powerful helps Lunar get its system up to enterprise scale. That’s crucial, as the world moves toward a place where more homes and businesses employ battery backup systems. Lunar’s new batteries come in modular 5 kilowatt-hour blocks ranging from 10 kilowatt-hours to 30 kilowatt-hours in a single unit and scale up to 300 kilowatt-hours for home or small commercial use; there’s also new pad-mounted configurations with capacity up to 1 megawatt-hour.
Batteries, though, are the simple part. Everyone from EV makers like Rivian to utilities like Octopus Energy is racing to make a person’s or a business’s batteries and solar panels and electric cars work for them, using the power of AI to account for moment-to-moment changes in energy prices and supply. Lunar’s new tech makes the case that the most important element is a single brain to integrate every last smart, electrified thing in your house.
The fundraise comes on the heels of a $50 million grant from the Department of Energy.
Almost all lithium-ion batteries on the market rely on graphite for their anodes, more than 90% of which is processed in China. That concentration has created a chokepoint in the Pentagon’s supply chain as the military increasingly turns to batteries to help its transportation network operate more quietly and reduce reliance on complex refueling logistics.
So when Congress passed the latest National Defense Authorization Act at the end of 2025, barring Chinese-linked battery materials from military use starting in 2028, Coreshell saw an opening. While the California-based silicon-anode battery startup had previously focused on automakers as its beachhead customers, it’s now shipping its first battery cells to the military for use on Navy ships and Army ground vehicles. On Wednesday, Coreshell announced a $30 million Series B to scale up manufacturing operations to meet the needs of this growing customer base.
“We’re entering a new stage where we’re no longer, I would say, demand limited,” Coreshell’s CEO Jonathan Tan told me. “This year we’ve had to put on second and third shifts, work nights and weekends, just to get the product out the door.”
Coreshell sets itself apart by going a step further than the NDAA requires. The law doesn’t make suppliers trace battery materials all the way back to the mine, which would be exceedingly difficult given China’s dominance across the battery supply chain. But Coreshell has nevertheless eliminated Chinese sourcing from its anodes by replacing graphite with silicon mined and refined in the U.S. by Ferroglobe, one of its Series A investors.
Ferroglobe and global investment firm Access Industries led the latest round, with defense contractor ADS also joining as a new strategic investor. The financing comes on the heels of a $50 million Department of Energy grant that Coreshell secured in August as part of a program to strengthen the domestic battery supply chain. That funding will support the company’s first commercial-scale facility, a 2-gigawatt-hour factory.
That’s about 20 times the size of the 100-ish-megawatt-hour plant the startup had originally envisioned, as the DOE grant has allowed Coreshell to “expand much further than we were originally expecting,” according to Tan. The company is now evaluating several potential U.S. sites and expects to announce its selection early next year. For now, it relies on unnamed contract manufactures, along with its small pilot line in San Leandro, to produce its cells. But once the gigafactory gets up and running, the startup plans to bring electrode production in house by 2028, followed by full cell assembly in 2029.
Building this plant will ultimately require significant additional capital. But Tan believes this latest vote of confidence from the federal government will help Coreshell to diversify its capital stack as it continues to fundraise. “That’s one of the great things about having such a notable DOE award is that it also allows us to attract multiple forms of capital,” he told me.
Silicon has long been recognized as a promising alternative material for battery anodes, as it can store far more energy than graphite. The catch is that it tends to swell during charging, causing it to break down quickly and ultimately leading to a much shorter cycle life. Coreshell says it’s extended its anode’s lifespan by giving it a proprietary coating, which Tan told me back in April essentially means “painting the inside of your battery” with an ultra-thin protective layer.
Other companies, such as Sila Nanotechnologies and Group14 Technologies, are also working to commercialize silicon anodes. But Coreshell says many of its competitors rely on more highly engineered, expensive forms of silicon, such as silane gas. By contrast, Coreshell uses metallurgical silicon, a cheap, raw commodity already widely used in aluminum alloys. That, Tan argues, gives the company a cost advantage not only over its competitors, but potentially Chinese graphite too.
Coreshell hasn’t yet demonstrated that its cells can meet the performance demands of the automotive industry, however. When the company raised its Series A in early 2025, it said it expected its automotive cells to exceed 1,000 charge cycles while retaining 80% of their original capacity. But Tan told me many defense applications don’t require such demanding performance targets, as Navy ships and ground vehicles are “not intending to have as many miles or missions or use cases on that same battery” as a consumer EV would.
That doesn’t mean the company is abandoning its automotive ambitions. As Tan pointed out, electric vehicles remain by far the largest source of global and domestic battery demand. “It’s natural for us to obviously utilize the security supply chain first,” he told me. “That allowed us to really get to commercialization, revenue, and production faster, because automotive qualification is this longer journey. But ultimately, we want to do both of those and more.”