You’re out of free articles.
Log in
To continue reading, log in to your account.
Create a Free Account
To unlock more free articles, please create a free account.
Sign In or Create an Account.
By continuing, you agree to the Terms of Service and acknowledge our Privacy Policy
Welcome to Heatmap
Thank you for registering with Heatmap. Climate change is one of the greatest challenges of our lives, a force reshaping our economy, our politics, and our culture. We hope to be your trusted, friendly, and insightful guide to that transformation. Please enjoy your free articles. You can check your profile here .
subscribe to get Unlimited access
Offer for a Heatmap News Unlimited Access subscription; please note that your subscription will renew automatically unless you cancel prior to renewal. Cancellation takes effect at the end of your current billing period. We will let you know in advance of any price changes. Taxes may apply. Offer terms are subject to change.
Subscribe to get unlimited Access
Hey, you are out of free articles but you are only a few clicks away from full access. Subscribe below and take advantage of our introductory offer.
subscribe to get Unlimited access
Offer for a Heatmap News Unlimited Access subscription; please note that your subscription will renew automatically unless you cancel prior to renewal. Cancellation takes effect at the end of your current billing period. We will let you know in advance of any price changes. Taxes may apply. Offer terms are subject to change.
Create Your Account
Please Enter Your Password
Forgot your password?
Please enter the email address you use for your account so we can send you a link to reset your password:
On shareholder climate proposals, green steel, and reducing food waste

Current conditions: An ice storm has snarled traffic in parts of Arkansas and Oklahoma • Rescue teams are working in freezing temperatures to rescue victims of a landslide in China • Half of Australia's states are under heat warnings.
Storm Isha battered the United Kingdom and parts of Europe with hurricane-force winds and heavy rain over the weekend. More than 200,000 homes lost power and hundreds of flights were canceled or rerouted. At one point a tornado watch was issued for the whole of Ireland and parts of Scotland. The storm also hit parts of France and the Netherlands, and about 68,000 customers were without power in Amsterdam. Germany is expected to hit a new wind power record just one month after breaking its previous record in December. The U.K. usually expects up to nine named storms in a year; Isha is the region’s ninth named storm in just five months.

ExxonMobil filed a lawsuit against environmental activists who are using a shareholder resolution to push the oil giant to more aggressively cut its planet-warming greenhouse gas emissions. The company accused the shareholders from activist-investor groups Follow This and Arjuna Capital of having an “extreme agenda” and wants their proposal removed from the ballot so it cannot be voted on at the annual investor meeting. The lawsuit is “highly unusual,” explained Kevin Crowley at Bloomberg Green, because large companies typically have to appeal to the Securities and Exchange Commission (SEC) if they want to block individual shareholder motions. A legal judgment in Exxon’s favor “could have a chilling effect on shareholder petitions,” said the Financial Times.
Until recently, companies were allowed to exclude shareholder proposals that demanded climate timelines and targets. The SEC nixed this rule in 2021 and since then the number of environmental social shareholder proposals voted on has increased by 125%.
In case you missed it: Ford is cutting production of its electric pickup truck, the F-150 Lightning, to 1,600 models per week, down from 3,200. The company announced the news late last week, saying it wanted its output to better match market demand. Quartz suggested this was code for “people don’t like electric trucks as much as we thought they did.” And indeed, Ford is ramping up production of its gas-powered Bronco and Raptor vehicles. Kelley Blue Book analysts told the FT that the EV slowdown is real, but followed that up by saying that “the EV market in the U.S. is still growing.” Stellantis CEO Carlos Tavares urged automakers to avoid triggering a “race to the bottom” by reducing prices to boost sales, and singled out Tesla.
All this push-pull is happening at the same time that the Environmental Protection Agency is trying to firm up stringent new emissions rules that would result in nearly 70% of all new vehicles in 2032 being electric. Major automakers say the rules are unreasonable, Reuters reported, while environmentalists, Democratic lawmakers, and – naturally – Tesla want to see them go ahead.
The company promising to build the world’s first large-scale green steel manufacturing plant has raised $5.17 billion in new funding, bringing its total to about $7 billion. H2 Green Steel is building a plant in Sweden that can make steel using hydrogen produced from renewable electricity, eliminating the need for coal and reducing manufacturing emissions by 95%. The company hopes to have the plant up and running by 2025 and produce 5 million metric tons of green steel by 2030. As Canary Media noted, “that’s just a fraction of the nearly 2 billion metric tons of steel produced globally each year,” but still, the factory “would be a milestone for the push to decarbonize steel.” H2 says it has already sold half the initial yearly volumes of steel it will make. The steelmaking industry produces somewhere between 7% and 9% of global human-caused carbon emissions.
Grocery stores are reportedly starting to use artificial intelligence to help reduce food waste. The inefficent chore of finding, pricing, and positioning older products takes up a lot of workers’ time, costs supermarkets revenue, and results in wasted food. And since food waste accounts for between 8% and 10% of greenhouse gas emissions, selling more food before it goes bad is an admirable quest. A Danish company called Too Good To Go has developed AI software that can help stores optimize discounts on food items that are nearing their expiration date to improve sales. International supermarket chain SPAR is already using the tool.
In China, customers who buy luxury EVs sold by BYD brand Yangwang get a special “delivery ceremony” that includes balloons, flowers, and a car key wrapped in a gift box.
Log in
To continue reading, log in to your account.
Create a Free Account
To unlock more free articles, please create a free account.
Plus, a look into the future of solar and wind tax credits.
Heatmap AM and Daily will be off tomorrow for the July 4 holiday, but we’ll see you back here on Monday.
We’re staring down the barrel of a holiday weekend here in the United States, so I’ll keep it quick. Two things:
July 4 will mark the formal end of the solar and wind tax credits in the United States. These incentives — which date back in some form to 1978 — were repealed by President Trump’s tax cuts and spending law last year. In order to qualify for the last of these subsidies, solar and wind projects must “commence construction” by Saturday and be ready to generate power by the end of 2027.
Although the policies haven’t yet expired, there’s already chatter about bringing them back. Some Democrats want to revive the incentives should they win back Congress and the White House in two or six years. But 2029 or 2032 will likely look different than the earlier years of this decade, when the Inflation Reduction Act was written and passed: Power prices are higher now, the grid more congested, and the federal budget more constrained. So today, my colleague Emily Pontecorvo previews one of the next big questions in climate policy: Should Democrats try to bring back the solar and wind tax credits?
Her story is great, and one disconnect in particular stuck out to me. Among the climate and clean energy wonks Emily interviewed, “everyone” agreed that “in the near term, the most important thing Congress could do to help clean energy is break down some of the non-cost barriers to development through permitting reform.” Permitting reform, after all, has no fiscal cost and could be achieved during this Congress.
But Democratic lawmakers themselves sound far less sure about its importance. “I don’t think Democrats can engage in a serious way with Republicans on permitting reform,” Representative Jared Huffman, the ranking member on the House Natural Resources Committee, tells her. Read the rest of Emily’s story for more on how lawmakers are thinking about this question, which will only get more important as we get closer to ‘28.
Get Heatmap in your inbox daily.
We’ve begun to get Q2 sales data for global automakers — and there’s actually decent news for electric vehicles. Some highlights:
Enjoy your holiday weekend, and remember: We’re now in Q3. Thanks, as always, for reading.
And not for the first time.
The Department of Energy proposed sweeping changes to its rules for updating efficiency standards for household appliances on Thursday. If finalized, they would hamstring future administrations from issuing tighter standards that would save consumers money as higher-performing air conditioners, stoves, washing machines, refrigerators, and the like hit the market.
While the agency portrayed the move as bringing an end to appliance standards writ large, that is not, in fact, what it is doing. The proposal would update the DOE’s so-called “Process Rule,” which governs how the agency develops standards, adding onerous requirements that will make it much more difficult to make any changes at all.
Under the Energy Policy and Conservation Act, the DOE is generally required to review existing standards every six years and assess whether recent technological advances warrant raising the bar for efficiency for any given product category. Updating the standards involves extensive technological and economic analysis, including looking at the cost to manufacturers and payback periods for consumers, as well as several rounds of public comment. After a new standard is issued, products that fail to meet that level of efficiency have to be taken off the market.
The new proposal delivers on the appliance industry’s request that President Trump restore the process he finalized during his first term, which Biden swiftly reversed. The changes include raising the minimum energy savings required to issue a new standard, adding several more steps and requirements to the rulemaking process for new standards, and using industry-developed test procedures to measure the efficiency of new products.
“This obstacle course of restrictions would hinder the department from carrying out its congressional mandate to protect consumers,” Andrew deLaski, executive director of the Appliance Standards Awareness Project, said in a statement. “We have products that keep getting more efficient and we need to embrace these technological advances, not reject them, especially as data centers strain our electric grid.”
Manufacturers welcomed the announcement. “AHAM applauds the Department of Energy for acting swiftly and delivering a proposed Process Rule that reflects years of constructive engagement with manufacturers, consumers, and other stakeholders,” Kelly Mariotti, the Association of Home Appliance Manufacturers’ president and CEO, said in a statement. The Air-Conditioning, Heating, and Refrigeration Institute also told me it “strongly supports DOE’s review” of the rules, although both groups said they were still working through the proposal.
The Energy Department issued a request for information last April seeking comments on potential changes to its procedures for revising energy conservation standards. At the time, the industry’s biggest trade groups urged the agency to “return to the 2020 version of the Process Rule.”
Trump has long been sympathetic to the industry’s ire over ever-tightening standards. He’s complained about dishwashers and heating systems that no longer work and showers that slow to a trickle. Now, Energy Secretary Chris Wright has joined in, grumbling about clothes dryers that run for multiple cycles.
The Process Rule changes threaten the potential to create significant consumer savings, however, according to the Appliance Standards Awareness Project. The group estimates that based on recent technological advances, the DOE’s next round of standard updates could save the average U.S. household $160 per year on their utility bills, and businesses a collective $15 billion in annual operating costs over 20 years. The group also projects that updated standards have the potential to reduce summer peak electricity demand 34 gigawatts by 2040, which would be like taking New York City off the grid. There are climate benefits, too, of course — an estimated reduction of 800 million metric tons of carbon emissions through 2050.
Even if finalized, Trump’s changes to the Process Rule will not be irreversible, and could continue to ping pong back and forth between administrations, “creating the kind of uncertainty and instability that makes it difficult for manufacturers to plan, invest, and innovate with confidence to the benefit of American consumers,” according to Mariotti of AHAM. The industry’s hope is for Congress to amend the underlying Energy Policy and Conservation act to “lock these reforms into statute,” she said. One such effort, the Don’t Mess With My Home Appliances Act introduced by Republican Representative Rick Allen of Georgia, passed the House in February.
The DOE’s proposal follows a memorandum of agreement the agency reached with the Environmental Protection Agency in March to take over as the lead agency running the EnergyStar labeling program, which identifies the most efficient appliances in a given category. The Process Rule changes will not affect EnergyStar, however.
The DOE is accepting public comments on its proposal for 30 days and will hold a public meeting on July 15.
Cities like New York, Philadelphia, and Toronto will see more days like this — but the effects of chronic not-so-extreme heat also build up.
The map of the Eastern United States has turned purple.
That’s the color used by the National Weather Service to distinguish the most severe category of extreme heat — a “rare and long-duration” event “with no overnight relief” — which spread like a bruise on Thursday morning from Chicago to Detroit and across the entire state of Ohio. From there, the purple splits north toward Toronto — where Portugal and Croatia will face each other tonight in a Round of 32 match — and down across the 13 original colonies, from Boston to New York City to Washington, D.C., Richmond, Charlotte, and Atlanta. An estimated 83 million Americans, or about a quarter of the population, are under the most extreme heat warning, with local temperatures cresting 100 degrees Fahrenheit; in many places, humidity will push the heat index up to 15 degrees higher.
That’s killer heat. Although the United States has a higher deployment of air conditioning than Europe, early tallies from the heat wave on the continent in late June found that some 20,000 people died from “heat-exacerbated causes” like heart attacks. In general, in New York City, an estimated 3% of deaths between May and September are due to the heat, a recent city report found — that’s about 500 deaths a year, close to the number of homicides during the city’s year of peak violence in 1990.
“Extreme heat is a chronic stressor that leads to hundreds of deaths in New York City,” Jeff Schlegelmilch, the director of the National Center for Disaster Preparedness at the Columbia Climate School, told me. “I’ve seen models showing the cumulative number of excess deaths over the next several decades could be in the tens of thousands.”
But while heat waves like the one this week bring much-needed attention to the public health crisis, it’s not actually extreme events that are driving those mortality figures. According to the city, about 80% of heat-related deaths in New York occur when temperatures are below 95 degrees Fahrenheit — that is, on hot, but not extremely hot, days. While risk increases with temperature in the way you’d expect, jumping sharply after 90 degrees Fahrenheit is crossed, there are more days in the still-dangerous 82- to 94-degree range on average each summer in New York (74, up from 52 in the 1970s) than extreme heat days like the ones occurring this week (of which there are about 11 per summer).
Schlegelmilch likened the moderate-temperature heat deaths to those during COVID, when it was the frontline workers who were paid hourly, couldn’t take days off, and who lived in more crowded homes who were the hardest hit. “We see those same patterns increasing exposure to heat,” he told me, noting that Latino and Black New Yorkers die from heat stress at rates two to three times higher, respectively, than white New Yorkers.
That said, the majority of people who die from heat-exacerbated causes do so in their homes, which “isn’t necessarily where the totality of the exposure to the heat is,” Schlegelmilch said. In fact, the number of people who die of direct heat stress in New York averages in the single digits per year, by comparison. “If you have to work outdoors, or you have to go back and forth to work and be exposed to the heat, and you go back into a home that is hot, and your body isn’t cooling off at night — this is actually something we’re very worried about tonight and tomorrow night — then the body doesn’t get that break.”
Part of the reason direct heat stress deaths are lower than those caused by chronic exposure is thanks to the agility, urgency, and attention of local governments, which issue heat warnings, promote cooling centers, and take preemptive measures during the worst heat waves — such as Toronto canceling its downtown World Cup watch party this afternoon. In New York this week, kiosks will help direct people to their nearest cooling centers, and local pools will stay open later. Meanwhile, to address more systemic heat impacts on the vulnerable, Mayor Zohran Mamdani has signed an executive order calling for the development and issuance of guidance for protecting outdoor workers and vendors during future heat events.
Because heat-related deaths often take the form of heart attacks, kidney disease, and diabetes, and therefore “don’t fit within the disaster declaration mechanisms” the same way floods or hurricanes do, “we don’t really have good policy to take care of this,” Schlegelmilch added. Particularly in cities with historically colder climates, such as Boston and New York, executive orders like Mamdani’s can be quick fixes, especially when followed by “lengthier and more thoughtful legislation and regulation.” But because the housing stock in such cities is older and, in some cases, even designed to retain heat, saving lives in the long term will require major infrastructure investments, ranging from tree planting to combat the urban heat island effect to expensive retrofitting.
“In the arc of history with disasters, we generally don’t do the things we need to do until it hurts too much,” Schlegelmilch said when I suggested that such a level of investment seems daunting, if not impossible, when spread out over the whole of New York, not to mention the Northeast. “It’s an open question how many people need to die, how many hours of productivity need to be lost, how much strain there is on infrastructure before everybody realizes this is not an abstract problem, that this is happening right now, and that it’s a hell of a lot more expensive to clean up after than to make these investments over the long run.”
An extreme heat wave might not be the primary driver of heat-related mortality in the United States, in other words, but it is certainly an opportunity to push for climate adaptation funding. “It’s not cheap at all,” Schlegelmilch agreed. “But it has to be part of the thinking, because there just isn’t another solution.”