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If you woke up this morning and wanted to read about the debt ceiling, the end of Title 42, or last night’s episode of Succession, you didn’t have to do much digging. But if you were looking for an update about Cyclone Mocha, the strongest North Indian Ocean storm on record, which approached Myanmar over the weekend as a category 5, you would have needed to scroll — and scroll and scroll.
Though headlines about the cyclone eventually started to trickle onto homepages by the late afternoon Monday, America’s inward focus is not surprising or new. But the relative silence on Cyclone Mocha on Monday morning illustrated something worrying: The West is ignoring cyclones at its own peril.
Cyclone Mocha: deadly storm wreaks havoc in Myanmarwww.youtube.com
Tropical cyclones, typhoons, and hurricanes are all names for what is essentially the same weather phenomenon, produced when warm, moist air over the ocean rises and a low-pressure area below is filled with new, cooler air, which then also warms and rises, creating a feedback loop that rotates around an “eye.” When these systems form in the North Atlantic or in the central or eastern North Pacific, they spin counterclockwise, are called hurricanes, and get round-the-clock coverage in The New York Times, Washington Post, Associated Press, and CNN; when they form in the South Pacific and the Indian Ocean, they swirl clockwise, are called cyclones, and are lucky to make U.S. front pages.
Cyclone Mocha could also fairly be described as a monster. The storm “lies at the upper end of the size spectrum for tropical cyclones,” Yale Climate Connections writes. Some 1.8 million people in Myanmar are in the path of hurricane-force winds, including “tens of thousands of Rohingya refugees housed in camps near Sittwe who received a direct hit from the cyclone.” Loss of life from the “catastrophic flooding” due to rain and storm surge is already being reported, although fortunately, it appears the worst-case crisis that experts had feared may be averted.
Cyclone Mocha should still serve as a wake-up call for the West. For one thing, it’s yet another warning that human-caused global warming is leading to increasingly dangerous and fast-developing weather patterns worldwide. The Bay of Bengal, where Cyclone Mocha formed, is running about 2 degrees Celsius (3.6 degrees Fahrenheit) above average this year, which explains the cyclone’s unusual intensification, Axios reports (though as one researcher cautioned the publication, more study would be needed to definitively tie Mocha’s intensification to climate change). Notably, the same principle of warming oceans producing monster storms applies to the physics of U.S.-bound hurricanes, too.
There also might be literal financial repercussions for these sorts of storms. The Global South is beginning to hold the Global North financially accountable for damage caused by affluent nations’ outsized contributions to climate change, including via reparations preliminarily agreed upon at the last U.N. climate summit. “The less affluent countries feel aggrieved because, historically, the likes of South Asia and East Africa have contributed only infinitesimally to the processes behind climate breakdown,” Foreign Policy has explained, but they’re still facing annual damages from climate change that could be in the hundreds of billions of dollars by 2030. For instance, Myanmar, one of the most vulnerable nations to extreme weather events, is only responsible for 0.04% of historic cumulative CO2 emissions, or about 0.1% annually in 2021. For comparison, that’s on par with just 750,000 U.S. homes — about 100,000 fewer than there are in the single New York City borough of Queens.
Cyclones are also getting more expensive and deadly. Though some research has indicated cyclones are becoming less frequent due to climate change, global warming is causing the storms that do form to be more intense. “There were 412,644 deaths … and 466.1 million people affected by cyclones between 1980 and 2009,” one 2013 study of cyclone-related literature found, predicting the future would be even worse. A separate 2021 study likewise concluded that 40% more people might be exposed to cyclones in 2050 if populations continue to rise.
If this doesn’t feel like “our problem” now, it will be soon. Bangladesh, Myanmar, and West Bengal, India, are major crop and textile-producing regions, and disruptions can send reverberations through the markets and create supply-chain bottlenecks. The chaos and recovery from storms can also exacerbate “civil tensions, forced migration, and even conflict,” a study published earlier this year pointed out. “Forced migration” is a disturbing new possibility as people fleeing war and conflict are doubly displaced by climate threats, as is the case for the Rohingya enduring Mocha now.
You might not have realized it from reading the news, but Cyclone Mocha isn’t even the only record-breaking cyclone to have made landfall this year. In February and March, Cyclone Freddy slammed into Malawi, Mozambique, and Madagascar, killing hundreds. It was the longest-lasting and highest-energy storm ever to form in the southern hemisphere (and possibly worldwide).
Storms like these are humanitarian tragedies but also information tragedies. The West can only afford to have its attention elsewhere for so long. Even if such cyclones feel a world away, it’s only ever a matter of time before they aren’t.
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The two economic booms resemble each other somewhat. But data centers have a far more dire PR problem.
This is an edition of Heatmap Daily, an evening review of the day’s news written by our executive editor. Sign up for it here.
In Pennsylvania, the governor required data center developers to comply with new restrictions. Texas began its mandatory audit for grid-connected data centers. And Nebraska limited tax incentives for data centers and started a new task force.
In Wisconsin’s governor race, candidates began posturing over who will treat data centers the toughest; in Michigan’s Senate race, the GOP candidate Mike Rogers called for a statewide moratorium on them. A Politico analysis found that of the more than 100 campaign ads mentioning data centers this election, none have put the technology in a positive light.
It makes sense, then, that when Heatmap published its most recent polling on data centers — finding that 75% of Americans oppose their local development — it seemed to blow up. But there’s one aspect of that polling that I want to discuss here, because I think it has been underacknowledged.
It’s this: According to our polling, data centers are about as unpopular in urban areas as rural areas. They’re slightly less unpopular in the suburbs.
The differences in disapproval, to be clear, aren’t enormous. Local data center development is 63 points underwater in rural areas and 60 points underwater in urban areas. That’s close enough to our poll’s 2.3% margin of error that it may just be noise. Even in the suburbs, data center development is 58 points underwater — a small distinction.
But it represents a big shift from the political geography of recent decades, where cities and rural areas have tended to disagree profoundly over policy. Since the 2000 election or so, cities have elected Democrats, rural areas have picked Republicans, and then the parties have fought over the suburbs.
Data centers, however, appear to unite these two partisan bases against some of the country’s largest companies — and some of our political systems’ odder ducks. Heatmap’s polling earlier this year found that AI YIMBYs tend to be urban, largely Trump-voting men who are optimistic about technology. And in March, the Republican pollster Echelon Insights found that some of data centers’ biggest fans were MAGA Republicans with graduate degrees living in cities.
These results help explain why Republicans have suddenly turned on a dime against data centers: Their base has rejected it. As a political reporter friend put it to me, after looking at our data, you don’t want to be on the wrong side of a trend that’s uniting college-educated and non-college-educated Americans.
In trying to understand this transition, I’ve tried to think about other technologies that have undergone similar investment booms in recent American history. One oft-made comparison is fracking, which expanded quickly across the country in the 2010s. Many commentators — myself included — have suggested that data centers may follow fracking’s example, where blue states ban a new type of economic activity and red states welcome it. The red (and sometimes purple) states then get to reap much of the resulting economic growth — and the tax receipts — while everyone has to deal with the emissions. The revelation that data centers are driving a new natural gas boom only deepens the link.
But there’s one big problem with that analogy: Fracking was never this unpopular. While fracking has rarely commanded a large majority of support among the mass public, its popular nadir came in spring 2020, when 60% of Americans told Pew that they opposed an expansion of fracking. (Its popularity began to recover after President Biden took office — a classic case of thermostatic public opinion.)
In every poll that we could find at Heatmap, too, expanding fracking always commanded a majority of Republican support. Throughout the 2010s and 2020s, rank-and-file Republicans have wanted to “drill, baby, drill.” But they don’t seem to want to “compute, baby, compute.” And that means — among other things — energy and climate analysts like me need to find another analogy.
Temperatures are high, but electricity drama is low.
The Texas summer isn’t over — highs today are forecasted to be at or above 100 degrees Fahrenheit in much of the state — but so far the state’s grid has held up.
In the past month or so, Texas’ grid has hit a number of generation records, according to data collected by Grid Status. Those include its highest load ever (91,308 megawatts on July 22), its highest level of renewables generation (53,000 megawatts on August 13), maximum wind output (29,000 megawatts on June 29) and, most notably, its maximum battery discharge (some 13,256 megawatts earlier this week, on August 23, at 7:45 p.m.).
And all the while, the grid has been stable, which is by no means guaranteed in Texas.
The state’s grid operator, ERCOT, has not issued a single “conservation appeal” so far this summer, asking Texans to voluntarily reduce electricity consumption to support the grid. By contrast, in 2023, the grid manager issued six between August 24 and August 30.
Those conservation appeals were almost always given for the late afternoon and early evening, when demand typically peaks thanks to demand from workers returning home and cranking up their air conditioning. That’s also when the grid has to ramp up dispatchable resources quickly to compensate for solar falling off the grid as the sun sets.
“We’re really seeing peak demand divorced from peak prices,” Joshua Rhodes, research scientist at the University of Texas, told me. This means that when demand is at its highest on a summer day — say around 4 p.m. this past Monday, when load was over 90 gigawatts — real-time prices were about $46 per megawatt-hour, according to Grid Status. At that time, natural gas made up about 42% of the grid and solar 36%. Compare that to the same time in 2023, when real-time prices were $85 per megawatt-hour during peak usage times and wind and solar combined made up around 20% of the grid.
As Abby Lestina, principal market analyst at Grid Status, put it to me, “The lack of pricing action would lead to the conclusion that the grid is more stable.”
Another positive side effect of that stability is that batteries on the system can still charge even when demand is at its highest, and then discharge in the evening to help make up for lost solar. “Even when we were setting peak demand records, we’re still on net charging batteries, which at first blush feels so wrong,” Rhodes told me. “We have so much solar on the system that we’re charging batteries when prices are low, getting ready to discharge as the sun goes down before the wind picks back up.”
Let’s take Monday as an example again: At 7:50 p.m., when solar was down to just 1.5% of the mix on the grid, batteries were discharging 11,573 megawatts and real-time prices were around $125 per-megawatt-hour. On the same Monday of 2023, real-time prices at 7:50 p.m. were bouncing up and down from just below the statutory peak of $5,000 per megawatt hour and batteries were putting out just over a gigawatt.
“Because we have so much battery capacity online, it hasn’t been all that exciting,” Olivier Beaufils, head of US central at Aurora Energy Advisors, told me, referring to the hand-off from solar to batteries. “The price action, it’s like 150 bucks, not thousands, and that’s really because of this battery capacity.”
Texas is also aided by friendly geography — there are extensive solar projects in the western part of the state, while the load is largely in the Texas Triangle in the eastern part of the state, giving solar panels an extra hour or so to serve high demand later in the day.
Average electricity bills in Texas, an energy-hungry state, sat at $252 a month in July, according to Heatmap and MIT’s Electricity Price Hub, up just 2.3% in the past year, while rates are virtually unchanged at 16 cents per kilowatt-hour.
Along with California’s CAISO, ERCOT dominates battery deployment in the United States. According to the energy consulting firm GridLab, “ERCOT alone has deployed nearly 10 times more storage than PJM, MISO, SPP, and the Southeast combined.”
If anything, Texas’ solar and grid battery industries have been a victim of their own success. In Texas, where battery projects are brought online by investors seeking profits in the energy markets, generators make money by selling when prices are high. The same lower prices that show batteries are making the grid more stable are also revenues that battery operators are no longer getting.
“We’ve added so much battery capacity that they’ve cannibalized, they’ve eaten their own lunch,” Beaufils told me. “The situation’s a bit difficult for those operators.” California’s battery storage sector, by contrast, originated with a state mandate for utilities, jumpstarting the industry by force.
Of course, these types of cycles are nothing new to the energy business, especially in Texas.
“ERCOT’s characterized by these boom-bust cycles, and so the market’s never perfectly going to be in a supply-demand equilibrium,” Kevin Lee, head of advisory services for the central U.S. at Aurora Energy Research, told me. “Sometimes you have a little bit less capacity than you need, sometimes a little bit more. But generally, whenever you have a little bit less, the price signals go up, and then that’s driving more investment.”
While Texas still leads the country in battery additions so far this year, other states besides California are beginning to catch up, including Arizona. Thankfully, there’s still more sun yet to store.
Voltpost announced two new models today designed to mount on walls and ceilings.
Voltpost, the company putting electric vehicle chargers on lampposts, is now expanding to parking garages.
On Wednesday, the company unveiled two new configurations that can attach to the walls and ceilings of parking garages, lots, and other locations without easy access to streetlights or utility poles. Like Voltpost’s signature pole-mounted design, the ceiling- and wall-mounted options avoid the expensive construction work required by freestanding charging infrastructure. In theory at least, that should allow the company to deploy more chargers faster.
“Our mission has always been to decarbonize mobility by democratizing charging access,” Jeff Prosserman, Voltpost’s co-founder and CEO, told me. “And the real value proposition is that, when you can leverage the existing infrastructure, you can significantly reduce the cost, the timeline, and the physical footprint of chargers.”
The second Trump administration hasn’t made things easy. Almost immediately after taking office, Trump officials began slashing Biden-era programs designed to support the EV charging buildout, including the National Electric Vehicle Infrastructure and Charging and Fueling Infrastructure programs. Along with a handful of environmental groups, 17 states sued in May of last year to force the federal government to release NEVI funding and quickly received a preliminary injunction unfreezing the program. A similar group sued in December over the CFI funding, and though that case is still pending, Prosserman told me he expects to see a positive resolution before the end of the year.
Though the death of the EV tax credit has shrunk its addressable market, Voltpost has emerged relatively unscathed. “Honestly, that doesn’t really impact us at all,” Prosserman told Heatmap’s Katie Brigham last year. “At the end of the day, EV adoption will either increase X or Y percent in a given year, but it’s going to continue to increase year over year. We’re past the tipping point, going from early adopters into the mainstream.”
That said, he also told Katie that the company was taking a “more conservative approach” to growth as climate tech investment dried up. Voltpost itself also received several federal grants that are still in limbo. Instead, the company focused on its strategic partnerships with the likes of AT&T and Zipcar, and in July signed an agreement with InCharge Energy to handle installation and maintenance. To date, Voltpost’s funders include RWE Energy Transition Investments, a private equity vehicle within German energy giant RWE, alongside Twynam Funds Management, Exelon Foundation, Good News Ventures, and Climate Capital.
Like its lamppost chargers, Voltpost’s wall- and ceiling-mount kits work with Tesla and non-Tesla vehicles alike, and come with demand management software that responds to electricity time-of-use price signals to enable cheaper charging where and when possible. As for the cost of the kits and how many the company plans to install initially, Prosserman wouldn’t say.
Since deploying its first lamppost chargers in New York in 2024, Voltpost has expanded into California, Massachusetts, and Washington, D.C., among other states. It has more than 100 deployments in the pipeline through the end of this year, and is aiming for 10,000 by 2030. The point, Prosserman told me, is not to stand out in these communities, but rather to fit in.
“It’s not going to be just about greenfield project development if we’re going to decarbonize a planet across all aspects,” Prosserman said. “We’re really looking at building something that’s integrated, that fits in the fabric of the built environment and communities.”