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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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The company says its first Optimus robots will start rolling off the line in “2026.”
Tesla is a car company everywhere except Wall Street. It delivered some 1.7 million cars in 2024, which were built in factories in Texas, California, Germany, and China. These car sales (and leases and sales of regulatory credits) generated some $77 billion in revenue. Its gross margin on these cars is about 18.5%, or around $14 billion.
When Tesla reported its first quarter earnings, it announced a more than 70% decline in profits, continued falling sales, and ahit to its business from the trade war with China. But its stock climbed the next day, and is now trading at around $350 a share, from $238 before the report, giving it an overall value of over $1 trillion. By some metrics, Tesla makes up more than half of the overall value of the automotive industry.
That’s because it’s not valued like a car company. The company’s investors are putting a huge stake on future innovations that largely spring from the head of Elon Musk, the company’s chief executive. These include promised self-driving cars and a self-driving taxi service, as well as the Optimus humanoid robot, which Musk has said could turn into a $10 trillion business. (For reference, Walmart’s annual revenue is just under $650 billion; Walmart is also worth less than Tesla today.) So far, all we know about the Optimus is that it can dance.
One reason analysts and shareholders cheered its most recent results is because Musk committed to spending less time in Washington trying to reshape the federal government and more time with the company that makes up the lion’s share of his immense personal wealth. But just getting more of Musk’s time is the easy test. A more consequential challenge for the thesis that Tesla can be more than just a company that sells cars to people who drive them is its upcoming robotaxi pilot in Austin, Texas, scheduled for next month.
While Google’s Waymo already has a fully autonomous taxi system available in a few areas of a few cities, Musk has repeatedly promised that Tesla could reach full autonomy globally far more cheaply than Waymo — or, as he puts it, “Waymo needs ‘way mo’ money to succeed 😂.”
But the initial rollout of the robotaxi may be modest. Adam Jonas, a bullish Tesla analyst with Morgan Stanley, wrote in a note to clients on Friday after a conversation with Tesla’s head of investor relations that the Austin debut will “have 10-20 cars” and “plenty of tele-ops to ensure safety levels.”
Another future Tesla business, its Optimus robot, might be able to open up its factory to tours for investors sometime in the last three months of the year, Jonas reported, with commercialization coming by the middle of 2026 at a cost of around $20,000 per unit. The company aims to produce “several thousand” robots by the end of this year, he said. (Though you should be skeptical of any and all dates and deadlines given by Tesla — Musk has been promising an imminent fleet of autonomous Teslas for over five years.) Right now, Jonas wrote, about 12 are being produced at a time, more or less by hand.
And that’s just the mechanics. The software for humanoid autonomy also isn’t there yet: “Tesla admits both intelligence and cost ‘need to come a long way’ to unlock the true potential of humanoid robots,” Jonas wrote. “The neural nets for Optimus are far larger than for cars given greater degrees-of-freedom and far more open-ended tasks.”
Tesla also has more prosaic worries for these next generation businesses. Company officials told Jonas that they’re in an “incredibly competitive” hiring market, especially compared to Chinese companies, which “own the supply chain” for advanced technologies.
While Tesla and Musk are eager to tell the public that the company is orienting itself toward an AI-driven robotic future, some of its other corporate actions may reflect the more present-day concerns of brand management. Tesla sales have declined sharply overseas, and its showrooms have become sites for protest, driven by anger over Musk’s role in the Trump administration.
The company said Friday that it would welcome a new member of its board: Jack Hartung, president and chief strategy officer of Chipotle, a brand with its own history of crisis, stock market volatility, and precarious executive leadership. While it’s unlikely Tesla will get involved in the food business anytime soon, it may benefitfrom learning from Chipotle’s struggles over the last few years of giving people what they expect.
At least one target of Chris Wright’s grant review may run into some sticky statutory issues.
The Department of Energy announced on Thursday that it’s reviewing some 179 awards made by the Biden administration worth $15 billion to ensure they were “consistent with Federal law and this Administration’s policies and priorities.”
But what happens when federal law and Trump’s priorities are at odds?
In the case of at least one awardee, the major U.S. steel producer Cleveland Cliffs, the DOE’s review process may become a mechanism to take funding that is statutorily designated for projects that reduce greenhouse gas emissions and channel it into long-lived fossil fuel assets.
Lourenco Goncalves, the CEO of Cleveland Cliffs, a major U.S. steel producer, said on an earnings call last week that the company was in the process of renegotiating its $500 million award under the Industrial Demonstrations Program. The DOE program funded 33 projects to decarbonize heavy industry, including cement, steel, aluminum, and glass production, with first-of-its-kind or early-scale commercial technologies.
Cleveland Cliffs was originally going to use the money to replace its coal-fired blast furnace at a steel plant in Middletown, Ohio, with a new unit that ran on a mix of hydrogen and natural gas as well as new electric furnaces. Now, the company is working with the Department of Energy to “explore changes in scope to better align with the administration’s energy priorities,” Goncalves told investors. The project would no longer assume the use of hydrogen and “would instead rely on readily available and more economical fossil fuels.”
The CEO later clarified that the company planned to “reline” its blast furnace at Middletown, extending its life, “now that the project is changing scope.”
But the Inflation Reduction Act, which created the Industrial Demonstrations Program, says the funds must be used for “the purchase and installation, or implementation, of advanced industrial technology,” which it defines as tech “designed to accelerate greenhouse gas emissions reduction progress to net-zero.”
“I don’t know at this point what Cleveland Cliffs can confidently say they’re going to do to substantially reduce greenhouse gasses and also deliver gains in public health and jobs to local communities, which is a prerequisite for IDP grant money,” Yong Kwon, a senior advisor for the Sierra Club’s Industrial Transformation Campaign, told me.
The memo announcing the Department of Energy’s review says that it has already reached some “concerning” findings, though it does not describe what was concerning or provide any further detail about the awards under review.
Compared to his peers at other agencies, Energy Secretary Chris Wright has been noticeably quiet about the Department of Government Efficiency’s efforts to slash funding across the Department of Energy. But in March, Axiosobtained documents that said more than 60% of grants awarded under the Industrial Demonstrations Program were being targeted. The following month, CNN reported that Cleveland Cliffs’ Middletown project was on the list slated for termination, noting that it would have secured 2,500 jobs and created more than 100 new, permanent jobs in JD Vance’s hometown.
At the time, Energy Department spokesperson Ben Dietderich told CNN that “no final decisions have been made” about the funding and that “multiple plans are still being considered.” Now it appears the Department may be negotiating with Cleveland Cliffs to develop a cheaper and more politically palatable project.
Meanwhile, House Republicans have also introduced a bill that would rescind any money from the Industrial Demonstrations Program that isn’t obligated, meaning that if the Department of Energy can find a way to legally terminate its contracts with companies, Congress may claw back the money.
The Industrial Demonstrations Program was the Biden administration’s “missing middle” grant program, designed to support projects that were past the early experimental stage, in which case they were no longer candidates for funding from the Advanced Research Projects Agency, but were also not ready for mass deployment, like those supported by the Loan Programs Office. In the case of Cleveland Cliffs, the funding was also aimed at making the U.S. a leader in the future of steelmaking, retaining thousands of jobs, saving the company money, and enabling it to command a higher price for its products.
“If you’re going to maintain blast furnaces, it means you have one foot in a technology that is now quickly becoming outdated that the rest of the global steel industry is transitioning away from,” Kwon told me.
David Super, an expert in administrative law at Georgetown University, told me in an email that if the Department of Energy provides and Cleveland Cliffs accepts funding that does not comply with statute, “the Department officials involved could be in violation of the Antideficiency Act and Cleveland Cliffs could be required to return the money, a modified contract notwithstanding.” The Antideficiency Act prohibits federal employees from obligating funds for projects that are not authorized by law.
Super added that the law also specifies that the money be awarded “on a competitive basis.” As Cleveland Cliffs won the competition with its hydrogen project, allowing it to use the money for a different project at the company’s plant “would thus violate the requirement of competitive awards and would allow the unsuccessful bidders to challenge this funding award.”
Neither Cleveland Cliffs nor the Department of Energy responded to a request for comment.
Leaks to the press have signaled that the Department of Energy may be taking a similar approach with the hydrogen hubs, potentially terminating contracts to develop renewable energy-based projects — all of which are in blue states — while allowing natural gas-based projects in red states to continue.
It is still not clear how the agency will handle its $3.5 billion direct air capture hubs, which news outlets have reported may also be under threat. On Friday, however, the oil and gas company Occidental, which was awarded a contract to develop a DAC hub in Texas, announced that the Abu Dhabi National Oil Company is considering investing up to $500 million in the project as part of a new joint-venture agreement. The press release notes that the agreement was signed during President Trump’s visit to the United Arab Emirates.
Last week, Senator Lisa Murkowski of Alaska said during a confirmation hearing for Kyle Haustveit, the nominee to head the Office of Fossil Energy, that two carbon capture projects in her state were “in limbo” due to the agency’s spending review. The same day, in another hearing, Representative Debbie Wasserman Schultz of Florida accused Wright of having frozen $67 billion worth of funds and asked him to commit to releasing it.
Wright denied this. “We’re not withholding any funds and we’ve paid every invoice we’ve had for work done and funds that are due,” he replied. But he went on to clarify that the agency is “engaging with” recipients “to make sure American taxpayer monies are being spent in thoughtful, reasonable ways.”
According to efficiency department data, the DOE has “terminated” 39 contracts worth $60 million and five grants worth $3.4 million. The contracts include news subscriptions, various technical support services, and a $22 million contract with consulting firm McKinsey for “rapid response deliverables” for the Office of Clean Energy Demonstrations, the department that runs the Industrial Demonstrations Program. The grants include three Advanced Research Projects Agency awards to explore using geologic stores of hydrogen, and another to reduce methane emissions from natural gas flares.
On budget negotiations, Climeworks, and DOE grants
Current conditions: It’s peak storm season in the U.S., with severe weather in the forecast for at least the next six days in the Midwest and East• San Antonio, Texas, is expected to hit 108 degrees Fahrenheit today• Monsoon rains have begun in Sri Lanka.
The House Budget Committee meeting to prepare the reconciliation bill for a floor vote as early as next week appears to be a go for Friday, despite calls from some Republicans to delay the session. At least three GOP House members, including two members of the Freedom Caucus, have threatened to vote no on the budget because a final score for the Energy and Commerce portion of the bill, which includes cuts to Medicaid, won’t be ready from the Congressional Budget Office until next week. That is causing a “math problem” for Republicans, Politico writes, because the Budget Committee “is split 21-16 in favor of Republicans, and Democrats are expecting full attendance,” meaning Republicans can “only lose two votes if they want to move forward with the megabill Friday.” Republican Brandon Gill of Texas is currently out on paternity leave, further reducing the margin for disagreement.
House Speaker Mike Johnson is also contending with discontent in the ranks over cuts to clean energy tax credits. “It’s not as bad as I thought it was going to be, but it’s still pretty bad,” New York Republican Andrew Garbarino, a co-chair of the House Bipartisan Climate Solutions Caucus, told Politico on Thursday. But concerns about the cuts, which would heavily impact Republican state economies and jobs, do not appear to be a “red line” for many others, including Georgia’s Buddy Carter, whose district benefits from Inflation Reduction Act credits for a Hyundai car and battery plant that is among the targets for elimination. You can learn more about the cuts Republicans are proposing to the IRA in our coverage here.
The Swiss carbon removal company Climeworks is preparing for significant cuts to its workforce, citing the larger economic landscape and the Trump administration’s lack of consistent support. The company currently has 498 employees, but is undergoing a consultation process, indicating it is looking to cut more than 10% of its workforce at once, SwissInfo.ch reports. “Our financial resources are limited,” Climeworks’ co-founder and managing director Jan Wurzbacher said in comments on Swiss TV.
Though Interior Secretary Doug Burgum is a known proponent of carbon capture, and there had been excitement in the industry that Trump’s attempts to expedite federal permitting would benefit carbon storage sites, the administration has also hollowed out the Department of Energy’s carbon removal team, my colleague Katie Brigham has reported. The ongoing funding cuts and uncertainty have made it difficult to get information from the government that could affect Climework’s Project Cypress in Louisiana, although Wurzbacher stressed that “we are not currently aware that our project would be stopped.”
Energy Secretary Chris Wright announced in a Thursday memo that the department will be reviewing at least $15 billion worth of grants awarded to “power grid and manufacturing supply chain projects” under the Biden administration, Reuters reports. “With this process, the Department will ensure we are doing our due diligence, utilizing taxpayer dollars to generate the largest possible benefit to the American people and safeguarding our national security,” Wright said in his statement.
The memo goes on to note that the DOE plans to prioritize “large-scale commercial projects that require more detailed information from the awardees for the initial phase of this review, but this process may extend to other DOE program offices as the reviews progress.” Projects that don’t meet the DOE’s standards could be denied, as could projects of grantees who fail to “respond to information requests within the provided time frame, does not respond to follow-up questions in a timely manner.” As of last week, Wright told lawmakers, “we’ve canceled zero” existing projects so far, E&E News writes; the agency will reportedly be reviewing at least 179 different awards during its audit.
The number of National Weather Service offices ending 24-hour operations and severe weather alerts is increasing. On Thursday, The San Francisco Chronicle confirmed that California’s Sacramento and Hanford offices, which provide information to more than 7 million people in the Central Valley, have been forced to reduce service due to “critically reduced staffing.”
Eliminating 24-hour service is especially concerning for the Central Valley and surrounding foothills, where around-the-clock weather updates can be critical. “These are offices that have both dealt with major wildfire episodes most of the past 10 years, and we are now entering fire season,” Daniel Swain, a climate scientist at UCLA and UC Agriculture and Natural Resources, told the Chronicle. “That’s a big, big problem.” Swain additionally shared on LinkedIn a map he’d put together of regions in the U.S. that no longer have full-service weather coverage, including “a substantial chunk of Tornado Alley during peak tornado season and the entirety of Alaska’s vast North Slope region.” The NWS is additionally seeking to fill 155 vacancies in coastal states that could face risks as the Atlantic hurricane season begins at the end of the month, The Washington Post reports. An estimated 500 of 4,200 NWS employees have been fired or taken early retirements since the start of Trump’s term.
Heatmap’s “most fascinating” EV of 2025 just got pushed back to 2026. The Ram 1500 Ramcharger — which has a 140-mile electric range as well as a V6 engine attached to a generator to power the car when the battery runs out — is now set to launch in the first quarter of next year due to “extending the quality validation period,” Crain’s Detroit Business reported this week. Parent company Stellantis also pushed back the launch of its fully electric Ram 1500 REV until summer 2027, with a planned model year of 2028. “Our plan ensures we are offering customers a range of trucks with flexible powertrain options that best meet their needs,” Stellantis spokeswoman Jodi Tinson told Crain’s in an email. Though you now have even longer to wait, you can read more about the car Jesse Jenkins calls “brilliant” here.
GMC
The 2026 GMC Hummer EV just got even more ridiculous. “Thanks to the new Carbon Fiber Edition,” the 9,000-pound car “can zoom to 60 miles per hour in 2.8 seconds,” InsideEVs reports.