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Climate

Severe Storms Threaten Millions with ‘Generational’ Flooding

On once-in-a-lifetime bad weather, Trump tariffs, and Tesla’s shares

Severe Storms Threaten Millions with ‘Generational’ Flooding
Heatmap Illustration/Getty Images

Current conditions: A heat wave triggered power cuts in Kuwait as electricity demand exceeded capacity • Australia just rounded out its 12 hottest months ever recorded • Temperatures in New York City are forecast to reach 73 degrees Fahrenheit today, nearly 30 degrees higher than yesterday.

THE TOP FIVE

1. Severe storms threaten millions with ‘generational’ flooding

Powerful thunderstorms are tearing across the Midwest and Mississippi Valley in what the National Weather Service has warned will be a “multi-day catastrophic and potentially historic” event. Destructive and deadly tornadoes were reported overnight in multiple states including Missouri, Arkansas, Kentucky, and Indiana. The system also brought a threat of once-in-a-lifetime flooding caused by heavy rainfall. More than 1.4 million people were under flash flood warnings. “This isn’t routine,” the National Weather Service in Memphis, Tennessee, warned. “This is a rare, high-impact, and potentially devastating event.” The storm is expected to stall over the region and continue to dump heavy rain – up to 12 inches in some areas – through the rest of the week.

NOAA

As Heatmap’s Jeva Lange has reported, the Intergovernmental Panel on Climate Change is highly confident in the attributable influence of climate change on extreme rain, and “everything we know about thunderstorms suggests that a warmer, wetter atmosphere will mean severe convection storms become both more frequent and more intense.” These historic spring storms are hitting as the Trump administration slashes jobs at the National Oceanic and Atmospheric Administration and the Federal Emergency Management Agency, hampering the government’s ability to effectively forecast and respond to weather emergencies.

2. Trump rolls out reciprocal tariffs

President Trump on Wednesday announced sweeping 10% baseline tariffs on imported goods, as well as higher “reciprocal” tariffs against about 60 countries that impose charges and other trade barriers on U.S. products. China will be hit with a 34% reciprocal fee, on top of Trump’s existing 20% tariffs on Chinese goods, bringing the overall rate to 54%. The European Union will be hit with 20% reciprocal tariffs; India 26%; South Korea 25%; Japan 24%, and Vietnam 46%. The full list is here.

The newly announced levies exclude imported energy commodities such as crude oil, natural gas, and refined products. “The exemption will come as a relief to the U.S. oil industry, which had expressed concerns that new levies could disrupt flows and raise costs,” Reutersnoted. Meanwhile, high reciprocal tariffs on goods from southeast Asia mean higher prices for solar panels, “another potential dent to the clean energy buildout by a president keen to boost fossil fuels,” according toBloomberg. Trump’s 25% tariffs on auto imports also come into effect today, a move expected to hike car prices for American consumers.

3. Tesla shares rebound on rumor of Musk’s White House departure

Tesla’s shares have been on a rollercoaster ride over the last 24 hours, falling by about 6% on weak quarterly EV sales, then rebounding on a report that CEO Elon Musk plans to step away from his role within the Trump administration. The electric vehicle company delivered 336,681 cars in the first quarter of 2025, far below analyst expectations of 390,000. The results are the company’s weakest since 2022, a further sign of curdling consumer sentiment as Musk spearheads unpopular mass firings across multiple federal agencies as head of the Department of Government Efficiency. On Wednesday, Politicoreported that President Trump has been telling his Cabinet that Musk will soon “return to his businesses and take on a supporting role” within the administration. The White House denied the report, but the rumor seemed to buoy Tesla’s stock market position, with pre-market shares up about 5% on Thursday.

4. Republican state lawmakers urge Wright not to cut hydrogen hub funding

A group of 16 Republican state legislators on Wednesday sent a letter to Energy Secretary Chris Wright asking him not to pull the plug on funding for seven nascent hydrogen hubs dotted across the country. The Department of Energy is reportedly thinking about cutting $4 billion in funding for the hubs, which were approved under the Biden administration in an effort to turn hydrogen into a viable fossil fuel alternative. The GOP lawmakers urge Wright to preserve funding for the Pacific Northwest Hydrogen Hub in particular, pitching it as a boost to manufacturing, energy independence, and domestic economic growth. Senate Democrats sent their own letter to Wright on Wednesday slamming the contemplated hydrogen hub defunding. “Indiscriminately canceling program funding and executed contracts, and refusing to execute on the funding directives Congress enacted, neither honors existing agreements nor is consistent with the spending laws that have appropriated funding for specific purposes,” the Democrats wrote.

5. Report: Global coal use is up, especially in India and China

Global coal-fired power capacity additions in 2024 were at their lowest level in 20 years, according to a new report from the Global Energy Monitor. The drop signals an ongoing slowdown in coal use as renewables come online, but the fleet is still growing, especially in China and India. China’s 30.5 gigawatts of newly commissioned coal power capacity last year accounted for 70% of the global total. Meanwhile, India recorded more new coal proposals than ever before. Coal is one of the dirtiest fossil fuels, accounting for 40% to 45% of global energy-related carbon dioxide emissions.

Global Energy Monitor

THE KICKER

Montana’s Colstrip power plant, which produces more fine particulate emissions than any other coal-burning plant in the United States, has asked President Trump for an exemption from the Environmental Protection Agency’s air pollution standards.

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Economy

AM Briefing: China Relents on Rare Earths

On resuming rare earth shipments, hurricane tracking, and EV tax credits

The U.S. and China Have Reached a Trade Deal
Heatmap Illustration/Getty Images

Current conditions: The Ohio Valley is still sweltering through the last remnants of this week’s brutal heat wave • The death toll from recent floods in South Africa has risen to 101 • It’s 90 degrees in Venice, Italy, where the world’s rich and famous are gathering for the wedding of Jeff Bezos and Lauren Sanchez.

THE TOP FIVE

1. U.S. and China finalize trade deal

The U.S. and China have hammered out the details of a trade deal, including an agreement that China will resume rare earth shipments to the U.S. Rare earth materials are essential for everything from planes to EVs to wind turbines. China controls most of the world’s rare earth production and halted exports in April in response to President Trump’s tariff hike, and China’s chokehold on rare earths threatened to derail trade talks between the two countries altogether. Commerce Secretary Howard Lutnick said a deal has now been “signed and sealed.” “They’re going to deliver rare earths to us,” Lutnick said, adding that the U.S. will then “take down our countermeasures.” Lutnick also indicated that Trump plans to announce further trade deals with other nations in the coming two weeks.

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Q&A

How the Wind Industry Can Fight Back

A conversation with Chris Moyer of Echo Communications

The Q&A subject.
Heatmap Illustration

Today’s conversation is with Chris Moyer of Echo Communications, a D.C.-based communications firm that focuses on defending zero- and low-carbon energy and federal investments in climate action. Moyer, a veteran communications adviser who previously worked on Capitol Hill, has some hot takes as of late about how he believes industry and political leaders have in his view failed to properly rebut attacks on solar and wind energy, in addition to the Inflation Reduction Act. On Tuesday he sent an email blast out to his listserv – which I am on – that boldly declared: “The Wind Industry’s Strategy is Failing.”

Of course after getting that email, it shouldn’t surprise readers of The Fight to hear I had to understand what he meant by that, and share it with all of you. So here goes. The following conversation has been abridged and lightly edited for clarity.

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Hotspots

A New York Town Bans Both Renewable Energy And Data Centers

And more on this week’s most important conflicts around renewable energy.

The United States.
Heatmap Illustration/Getty Images

1. Chautauqua, New York – More rural New York towns are banning renewable energy.

  • Chautauqua, a vacation town in southern New York, has now reportedly issued a one-year moratorium on wind projects – though it’s not entirely obvious whether a wind project is in active development within its boundaries, and town officials have confessed none are being planned as of now.
  • Apparently, per local press, this temporary ban is tied to a broader effort to update the town’s overall land use plan to “manage renewable energy and other emerging high-impact uses” – and will lead to an ordinance that restricts data centers as well as solar and wind projects.
  • I anticipate this strategy where towns update land use plans to target data centers and renewables at the same time will be a lasting trend.

2. Virginia Beach, Virginia – Dominion Energy’s Coastal Virginia offshore wind project will learn its fate under the Trump administration by this fall, after a federal judge ruled that the Justice Department must come to a decision on how it’ll handle a court challenge against its permits by September.

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