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Climate

A Threat From Canada

On ExxonMobil’s behind the meter plans, a lawsuit in Washington, and Ontario’s warning to Trump.

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A Threat From Canada
Heatmap Illustration/Getty Images

Current conditions: The wind chill could reach -20 degrees Fahrenheit in Chicago today • Red flag warnings have finally expired in Malibu • Governor Kathy Hochul has declared a state of emergency for Western and Central New York due to “near whiteout conditions” from a lake effect snowstorm.

THE TOP FIVE

1. ExxonMobil to invest in natural gas power plants for data centers

ExxonMobil announced Wednesday that it plans to “generate low-carbon electricity for data centers in the United States” by building natural gas-fueled power plants outfitted with carbon capture and storage technology to supply “behind-the-meter” electricity, unconnected from the grid. Staying off the grid will help the company avoid making costly transmission upgrades, meaning the generation capacity “can be installed at a pace that other alternatives, including U.S. nuclear power, cannot match,” Exxon said. Matthew Zeitlin explains in Heatmap that the move comes as the power industry “has reached an inflection point thanks to new demand from data centers to power artificial intelligence, electrification of transportation and heating, and new manufacturing investment,” with ExxonMobil joining Chevron in exploring behind-the-meter options for natural gas.

2. Trump nominates China hawk to key economic position

President-elect Donald Trump announced Wednesday that he wants Jacob Helberg to serve as his under-secretary of State for economic growth, energy, and the environment — the highest-ranking State Department economic policy position available. A former supporter of Democrat Pete Buttigieg, Helberg reportedly “fell in love” with Trump (and became a major donor, to the tune of $1 million) partly because of the Biden administration’s move to regulate artificial intelligence, which he considered burdensome.

At 34, Helberg is notably inexperienced — he “has never built a successful tech company or led a major fund,” Forbes writes, and he currently serves as an adviser to the CEO of the defense contractor Palantir. But Helberg has earned his reputation as a China hawk, having thrown his weight behind Congress’ TikTok ban, calling the app a “weapon of war.” Helberg has broadly called for the United States to “reindustrialize” to “secure its supply chains and information networks against Chinese attacks.”

3. Ontario threatens to cut off electricity to U.S. over Trump tariffs

Ontario Premier Doug Ford threatened to cut off the province’s electricity exports to the United States if President-elect Trump follows through on his proposal to impose a 25% tariff on Canadian imports next year. “Depending how far this goes, we will go to the extent of cutting off their energy, going down to Michigan, going down to New York State, and over to Wisconsin,” Ford said. “I don’t want this to happen, but my number one job is to protect Ontario, Ontarians, and Canadians as a whole.” Roughly 85% of U.S. electricity imports come from Canada, with Ontario responsible for about 13.9 million megawatt-hours of electricity, powering about 1.5 million American homes. Most electricity generated in Ontario is from renewable sources, primarily nuclear and hydropower, with the province’s exports helping New York, Maryland, and Illinois to meet their clean energy commitments.

4. Activists file challenge to Washington State’s ban on ‘gas bans’

A Washington State ballot measure that would hamper efforts to transition buildings away from natural gas is “unconstitutional,” according to a group of activists, who filed a lawsuit Wednesday seeking to overturn it. The ballot measure, Initiative 2066, passed with 51.7% of the vote in November after being pitched by its sponsor, the Building Industry Association of Washington, as protecting consumer choice by preventing a hypothetical “gas ban.”

“But the text of the measure goes much further,” according to the activists, since it affects “several state laws and codes designed to reduce carbon emissions and regulate air pollution,” Heatmap’s Emily Pontecorvo reported Wednesday. As such, the plaintiffs argue that Washingtonians were not fully informed about I-2066 when they voted on it — in violation of the state’s constitution, which requires ballot measures to be limited to a single, accurately represented subject.

5. Pfizer, Amazon eye RFK Jr. for opportunity to tackle climate-related health risks

Executives at Amazon and the pharmaceutical giant Pfizer described Robert F. Kennedy, Jr., as potentially amenable to tackling climate-related health risks if the Senate confirms him as Trump’s Secretary of the Department of Health and Human Services next year. “Some of the comments [Kennedy has] made I’m really optimistic about,” Amazon Pharmacy Chief Medical Officer Vin Gupta said while speaking at the Reuters NEXT conference in New York on Wednesday, adding that “the ways in which air and … dirty water” impact health are concerns that transcend party lines. Caroline Roan, the chief sustainability officer at Pfizer, who appeared on the same panel as Gupta, agreed. “We’re going to roll up our sleeves and we’re going to find common ground,” she said.

Separately this week, more than 75 Nobel laureates signed a letter saying that Kennedy would “put the public’s health in jeopardy” if he were confirmed to lead HHS.

THE KICKER

200% — That’s the increase in dengue fever deaths in the Caribbean and the Americas this year compared to last. The jump in the mosquito-borne disease is “linked directly to climatic events” like warmer temperatures and flooding, according to Jarbas Barbosa, the director of the Pan American Health Organization.

Hurricane Beryl flooded Kingston, Jamaica this year. Hurricane Beryl flooded Kingston, Jamaica this year. Joe Raedle/Getty Images

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Energy

Which AI Models Use the Most Energy?

A new dashboard from the Sustainable AI Group, founded by artificial intelligence alums, estimates the relative energy intensity of proprietary tools.

A Claude Pac-Man.
Heatmap Illustration/Getty Images

The rise of artificial intelligence is driving an historic surge in electricity demand that’s boosting fossil fuel use and threatening climate progress. All this electricity doesn’t power AI in some generalized, always-on way, though. Data centers’ energy consumption is a function of the millions of individual queries users submit to AI programs such as Claude and ChatGPT.

When it comes to how efficiently models process those queries and generate responses, AI models are not interchangeable. Some are more like gas guzzlers, others more like Priuses. When a user engages an AI chatbot or AI agent, however, there’s essentially no way for them to know which kind of vehicle they are stepping into. They may know which company built it, and even the precise model name and number, but no AI company has published information about how much energy one model uses compared to another.

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AM Briefing

Clinching Deals

On solar pivots, NYPA solar, and a receding Rhine

The Clinch River nuclear site.
Heatmap Illustration/Tennessee Valley Authority

Current conditions: Last weekend’s nor’easter caused up to $13 billion in damages across the Mid-Atlantic and Northeast regions of the United States • Hurricane Nolo shut down a major highway on Hawaii’s Big Island • A heat dome forming over eastern Africa is driving temperatures in Juba, the impoverished capital of South Sudan, past 100 degrees Fahrenheit.


THE TOP FIVE

1. The Senate reaches a permitting deal

At last, right after hopes dimmed, we have a deal. Senate negotiators reached a bipartisan agreement on a package of federal permitting reforms, locking in what Politico described as “the contours of long-sought legislation to speed up approvals for new energy projects in the U.S.” Democratic negotiators Senators Martin Heinrich of New Mexico and Sheldon Whitehouse of Rhode Island told the news outlet they were withholding endorsements of a final deal as “the last five yards” of the agreement are hammered out. Whitehouse cautioned that he needed “more clarity from the Trump administration” on what their easing of the blockade on wind and solar approvals would mean. Neither Democrats nor Republicans released text of the bill, which both parties said should come out this week.

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Green
Daily Briefing

The Long-Term Risk of Trump’s Fuel Economy Rollback

By neutering the Corporate Average Fuel Economy standards, the Trump administration cements the country’s dependence on oil and liquid fuels.

Trump getting out of a Tesla.
Heatmap Illustration/Getty Images

This is Heatmap Daily, a weekday news digest written by our executive editor.

President Trump’s big fuel efficiency rollback is here. This afternoon, the Department of Transportation significantly weakened the Corporate Average Fuel Economy standards, the federal government’s rules that encourage new cars and trucks to get gradually more fuel-efficient over time. Instead of mandating that new cars and trucks hit a target of more than 50 miles per gallon, as the old Biden-era rules had required, new vehicles sold in the U.S. will now need to average only 34.9 miles per gallon.

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