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Climate

Trump Signs Executive Orders to Quadruple Nuclear Capacity

On accelerating nuclear energy, power plant emissions, and BYD

Trump Signs Executive Orders to Quadruple Nuclear Capacity
Heatmap Illustration/Getty Images

Current conditions: Southern Spain will endure multiple days over 100 degrees Fahrenheit this weekNearly 4 inches of rain could fall in parts of southwestern China on TuesdayIt will be almost 90 degrees in New Orleans again today after high temperatures triggered widespread brownouts in the region over the weekend.

THE TOP FIVE

1. Trump signs executive orders aimed at quadrupling nuclear energy capacity by 2050

President Trump signed four executive orders Friday designed to accelerate the build-out of nuclear power in the U.S. The orders specifically call on the Nuclear Regulatory Commission to speed up its approval of new reactors; relax radiation exposure limits; explore using federal lands and military bases as potential reactor sites; and grow the nation’s nuclear energy capacity from approximately 100 gigawatts in 2024 to 400 gigawatts by 2050. The orders also describe putting 10 new large reactors into construction no later than 2030 with the support of the Department of Energy’s Loan Programs Office — including having at least one operational reactor at a domestic military base no later than September 2028. “Mark this day on your calendar,” Interior Secretary Doug Burgum said at the signing on Friday, per The New York Times. “This is going to turn the clock back on over 50 years of overregulation.”

At the same time, the administration’s ambitious goals come against a backdrop of reduced “personnel and funding for the NRC and the Department of Energy, along with weakening the NRC’s independence and global credibility,” Jennifer T. Gordon, the director of the Nuclear Energy Policy Initiative at the Atlantic Council’s Global Energy Center, writes — all of which will “make it challenging to realize the full potential of the U.S. nuclear energy industry.”

2. EPA to propose that power plants don’t contribute ‘significantly’ to climate change

EPA

The Environmental Protection Agency is poised to propose that greenhouse gases emitted from fossil fuel-burning power plants “do not contribute significantly to dangerous pollution” or climate change, The New York Times reported Saturday, based on a review of an internal draft of the document. The EPA’s rationale in the proposal is that the emissions from the sector are small enough that their elimination would have no impact on public health — although according to the agency’s own accounting in 2022, the power sector is the second biggest source of greenhouse gas emissions in the country, behind only transportation.

The move by the EPA, while in keeping with the Trump administration’s deregulatory ambitions, also serves to justify its pending proposal to “repeal all greenhouse gas emissions standards for fossil fuel-fired power plants,” including coal-powered units. Previously, the agency had argued that Biden-era restrictions on coal- and gas-fired plants could prevent up to 1,200 deaths and 1,900 cases of asthma per year.

3. BYD slashes prices by up to a third

BYD

BYD announced steep discounts on 22 of its electric and plug-in hybrid models between now and the end of June, with some price cuts as big as 34%, Bloomberg reports. The company’s cheapest car, the Seagull hatchback, is down to just $7,780, while the Seal hybrid sedan saw the steepest discount of more than $7,000, to a mere $14,270. Shares of BYD closed down 8.6% after the announcement.

BYD’s cuts aim to boost customer demand, with Citi analysts anticipating the discounts could increase dealership foot traffic by 30% to 40% week on week. But the analysts also appeared skeptical that the move by BYD would be hugely beneficial to the company in its price war with rival EV automaker, noting “competition remains relatively mild.”

4. South Africa proposes LNG deal with the U.S.

South Africa has proposed a liquified natural gas trade package with the United States, following a contentious meeting between President Cyril Ramaphosa and President Trump last week, Reuters reports. The deal would see South Africa import 75 to 100 petajoules of LNG annually from the U.S. over a 10-year period. Though South Africa currently does not have an LNG import terminal, the government plans to build one at the Port of Richards Bay, with the first phase going online by 2027, in order to lessen its reliance on the dwindling supply via pipeline from Mozambique. The U.S. will reportedly also help South Africa explore fracking opportunities within South Africa; the Karoo region of the country is believed to hold shale reserves, though drilling has been held off due to concerns about contaminating the water supply.

The trade package additionally includes an agreement for South Africa to avoid paying a duty on imports of cars, steel, and aluminum. According to Minister in the Presidency Khumbudzo Ntshavheni, who shared details of the deal, it will amount to $900 million to $1.2 billion in trade per year.

5. Trump urges U.K. to abandon ‘unsightly windmills,’ drill for more oil

President Trump on Friday urged the United Kingdom to “stop with the costly and unsightly windmills and incentivize modernized drilling in the North Sea, where large amounts of oil lay waiting to be taken,” the Associated Press reports. Trump specifically cited Aberdeen as a potential hub for the “century of drilling left” — the same Scottish city where his Trump International Golf Links golf course is located, and where he unsuccessfully opposed the building of 11 offshore turbines before he became president. Despite Trump’s frequent complaints that turbines are eyesores, the BBC reported this weekend that wind farms have become an “unusual” and “surprisingly popular” tourist attraction in the UK.

THE KICKER

Four former Volkswagen executives were found guilty of fraud in Germany on Monday for their role in the 2015 “dieselgate” emissions test cheating scandal.

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Climate

Why Heat Waves Are Tricky Killers

Deciding what counts as a heat death is more difficult than it sounds.

Tombstones and a thermometer.
Heatmap Illustration/Getty Images

Just last month, a heat wave killed an estimated 2,700 people in France. Think about that for a second: 2,700 people. That’s equivalent to the mortality of two Hurricane Katrinas or 10 Hurricane Sandys. In France, where there were roughly 970 murders in 2024, the heat wave killed more people in two weeks than almost three years’ worth of homicides.

But unlike floods, hurricanes, tornadoes, or murders, heat doesn’t leave behind much of a crime scene. Although heat kills people in obvious, direct ways like heat stroke, it also puts enormous strain on our hearts and kidneys as our bodies work to keep our internal temperature at 98.6 degrees Fahrenheit. Heart attacks spike during heat waves because vasodilation diverts blood to the skin’s surface to cool it down, in the process lowering blood pressure and forcing the heart to work harder and faster to circulate oxygen. Deaths from renal diseases also jump during periods of high temperatures due to severe dehydration and restricted blood flow to the kidneys.

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PJM Maxes Out

On America’s thorium progress, Google’s solar buy, and Chinese nuclear

Power lines.
Heatmap Illustration/Getty Images

Current conditions: Canadian wildfires smoke has returned to the Northeast United States, worsening air quality across the region • Catastrophic 1-in-1,000-year floods devastated Missouri’s Black River region, right as intense rainfall is headed for Texas • Temperatures in Beijing are set to drop by nearly 10 degrees Fahrenheit after roasting at nearly 100 degrees yesterday.

THE TOP FIVE

1. PJM’s latest auction lands at the price cap

PJM Interconnection just released the results of its latest capacity auction for 2028 to 2029, and the nation’s largest grid system maxed out its prices yet again. The clearing price hit its cap of $325 per megawatt-day, all while PJM failed to line up enough supply to meet its incoming demand with a sufficient margin of safety. “These auction results show that demand for electricity continues to grow faster than electricity supply,” PJM CEO David Mills said in a statement. “At the same time, PJM recognizes how this supply-and-demand imbalance impacts the reliability of the system and costs for consumers. We are working with government and industry leaders on multiple fronts to restore that balance by bringing on new generation as fast as possible and managing the growth of new load on the grid.” But Julia Kortrey, the director of strategic initiatives for state-level programs at the climate advocacy group Evergreen, said PJM had just “delivered more bad news for people already struggling with higher energy bills,” and accused the grid operator of slow-walking “cheap, clean energy that could lower bills.”

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Podcast

The Company That’s Raised $60 Million to Geoengineer the Planet

Rob sits down for a conversation with Stardust Solutions CEO Yanai Yedvab.

Earth.
Heatmap Illustration/Getty Images

For more than 30 years, a heterodox group of scientists have proposed injecting sulfate aerosols into the stratosphere to reflect sunlight away from Earth, thereby cooling the atmosphere and reversing climate change.

But actual research into the idea has remained taboo, or at least the province of university and government labs. Then, last year, Heatmap broke the story of an Israeli-American company named Stardust Solutions that had raised $60 million to develop a new solar geoengineering technology. This system would be easier to control and track than the traditional approach to geoengineering, it claims.

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