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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.

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

Yellow

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Adaptation

How to Save Ski Season

Europeans have been “snow farming” for ages. Now the U.S. is finally starting to catch on.

A snow plow and skiing.
Heatmap Illustration/Getty Images

February 2015 was the snowiest month in Boston’s history. Over 28 days, the city received a debilitating 64.8 inches of snow; plows ran around the clock, eventually covering a distance equivalent to “almost 12 trips around the Equator.” Much of that plowed snow ended up in the city’s Seaport District, piled into a massive 75-foot-tall mountain that didn’t melt until July.

The Seaport District slush pile was one of 11 such “snow farms” established around Boston that winter, a cutesy term for a place that is essentially a dumpsite for snow plows. But though Bostonians reviled the pile — “Our nightmare is finally over!” the Massachusetts governor tweeted once it melted, an event that occasioned multiple headlines — the science behind snow farming might be the key to the continuation of the Winter Olympics in a warming world.

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Yellow
AM Briefing

New York Quits

On microreactor milestones, the Colorado River, and ‘crazy’ Europe

Wind turbines.
Heatmap Illustration/Getty Images

Current conditions: A train of three storms is set to pummel Southern California with flooding rain and up to 9 inches mountain snow • Cyclone Gezani just killed at least four people in Mozambique after leaving close to 60 dead in Madagascar • Temperatures in the southern Indian state of Kerala are on track to eclipse 100 degrees Fahrenheit.


THE TOP FIVE

1. New York abandons its fifth offshore wind solicitation

What a difference two years makes. In April 2024, New York announced plans to open a fifth offshore wind solicitation, this time with a faster timeline and $200 million from the state to support the establishment of a turbine supply chain. Seven months later, at least four developers, including Germany’s RWE and the Danish wind giant Orsted, submitted bids. But as the Trump administration launched a war against offshore wind, developers withdrew their bids. On Friday, Albany formally canceled the auction. In a statement, the state government said the reversal was due to “federal actions disrupting the offshore wind market and instilling significant uncertainty into offshore wind project development.” That doesn’t mean offshore wind is kaput. As I wrote last week, Orsted’s projects are back on track after its most recent court victory against the White House’s stop-work orders. Equinor's Empire Wind, as Heatmap’s Jael Holzman wrote last month, is cruising to completion. If numbers developers shared with Canary Media are to be believed, the few offshore wind turbines already spinning on the East Coast actually churned out power more than half the time during the recent cold snap, reaching capacity factors typically associated with natural gas plants. That would be a big success. But that success may need the political winds to shift before it can be translated into more projects.

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Blue
Podcast

Trump’s Assault on the Clean Air Act and What Happens Next

In this special episode, Rob goes over the repeal of the “endangerment finding” for greenhouse gases with Harvard Law School’s Jody Freeman.

Donald Trump and Lee Zeldin.
Heatmap Illustration/Getty Images

President Trump has opened a new and aggressive war on the Environmental Protection Agency’s ability to limit climate pollution. Last week, the EPA formally repealed its scientific determination that greenhouse gases endanger human health and the environment.

On this week’s episode of Shift Key, we find out what happens next.

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