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More Californians have searched for news about “floods” in 2023 than “wildfires,” which seems in keeping with this summer’s series of out-of-left-field climate disasters. The worst smoke pollution hit … the East Coast. The deadliest wildfire in modern U.S. history leveled … a former wetland in Hawaii. Naturally a hurriquake in Los Angeles and catastrophic flooding in Palm Springs would come next?
But California’s reputation as the land of drought and fire has obscured the fact that extreme flooding is the other player in the state’s deadly climatological triumvirate. From the atmospheric rivers this winter, which caused some 500 mudslides and inflicted as much as $1 billion in damage, to Hurricane Hilary dumping record-breaking rains over the southwestern United States this weekend, floods are understandably top-of-mind (especially with a relatedly somewhat slow start to the state’s fire season).
Here’s what you need to know about the future of extreme floods in the Golden State:
Former Hurricane Hilary was the first tropical storm to make landfall in California in 84 years, easily snapping the practically nonexistent late August daily rainfall records around L.A. In fact, hurricanes making landfall in the lower lefthand corner of the U.S. is so rare that there isn’t actually much of a data record for scientists to use as a point of comparison, Inside Climate News reports — which makes forming future projections and establishing links to climate change actually rather difficult.
What we do know is this: California has largely avoided hurricanes in the past due to the generally cold waters off its coast, which NBC News describes as acting as a sort of “shield” for the state. Hurricanes get their strength and moisture by forming over warm waters, and the eastern Pacific has historically been as much as 9 degrees cooler than the same latitude in the Gulf of Mexico.
But California’s shield has a crack. July was the hottest recorded month on planet Earth and the waters Hilary passed over on its journey north were 4 degrees warmer than usual, the Los Angeles Times explains. Sure enough, research shows that hurricane landfalls in the eastern Pacific could increase dramatically along with global and oceanic warming — bringing more rain and floods along with them.
There are certain conditions that made Hilary particularly unusual, however: A heat dome that formed over the central United States, for example, helped tug the storm directly over California, as opposed to a more typical path of a hurricane or tropical storm being pushed out to sea by easterly winds off the continent. So while hurricanes might be more intense and wet in the future, they won’t necessarily continue to make it over to California the way Hilary has.
Yes, to some extent. In addition to greenhouse gas emissions making the oceans warmer, the weather pattern called El Niño is likely responsible for some of the warming of the waters off of Baja California, which intensified Hurricane Hilary. But again, there were also unique conditions that contributed to Hilary’s unusual path over the southwestern United States, including the prevailing wind patterns. Strong El Niño years, as a result, don’t necessarily mean more hurricanes for Southern California.
El Niños have tended to bring higher winter rainfalls to Southern California, though that is also not necessarily a guarantee. NOAA’s outlook for the coming winter doesn’t currently show above-average precipitation expected for the state. Some El Niño years are actually drier than average, which goes to show that “El Niño is just one hand on the atmospheric steering wheel,” Weather Underground writes.
California isn’t a land of droughts or floods — it’s a land of both. A better way to think about the future of weather in the state is as one of extremes.
That’s because, “[i]n a seeming paradox, drought and flooding are two sides of one coin,” Governing explains. “A warmer atmosphere can hold more water, and higher temperatures cause more water on the Earth’s surface to evaporate. This can result in bigger rainstorms.”
The good news is, most of California is now free of drought conditions and this year’s fire season has been quieter because of all the wet vegetation. But while Tropical Storm Hilary apparently only inflicted minor damage and no known deaths this weekend, floods have been a devastating fixture of life in the Golden State before and they will be again.
As Yale Climate Solutions warned earlier this year, “Given the increased risk [due to climate change], it is more likely than not that many of you reading this will see a California megaflood costing tens of billions in your lifetime.”
California doesn’t need 40 days and nights of rain to experience its worst-case flood event, researchers have found. If a 30-day rainstorm similar to one that hit the then-unpopulous state in 1862 were to strike again today, it could potentially be a $1 trillion disaster — “larger than any in world history” — UCLA’s “ARkStorm 2.0” scenario modeling found last year.
“Every major population center in California would get hit at once — probably parts of Nevada and other adjacent states, too,” Daniel Swain, a UCLA climate scientist and co-author of the paper, said in a statement at the time.
Unlike a tropical storm, which passes in a number of days, the ARkStorm flood event would last a month in the form of sequential atmospheric rivers, like the kind that battered the state this past winter. The link between climate change and heavy precipitation is well understood, and the researchers found that “climate change has already doubled the likelihood of such an extreme storm scenario,” with “further large increases in ‘megastorm’ risk … likely with each additional degree of global warming this century.”
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On a copper mega merger, California’s solar canal, and Bahrain’s deep-sea mining bet
Current conditions: Cooler air is dropping temperatures on the Pacific Coast and Nevada by as much as 20 degrees Fahrenheit • Hurricane Kiko lost intensity and passed north of Hawaii • The volcano Mount Semeru in East Java, Indonesia, is erupting today for the 19th time this week, spewing an ash plume nearly 2,000 feet high.
The Trump administration disbanded a group of five climate contrarians brought together to write the Department of Energy’s controversial report challenging the scientific consensus on the severity of climate change, CNN’s Ella Nilsen reported. In a lawsuit last month, the Environmental Defense Fund and the Union of Concerned Scientists alleged that the formation of the group of researchers — the University of Alabama’s John Christy and Roy Spencer, the Hoover Institution’s Steven Koonin, Georgia Tech professor emeritus Judith Curry, and Canadian economist Ross McKitrick — violated the Federal Advisory Committee Act’s public disclosure rules by failing to promptly disclose its formation and make its meeting and notes available to the public. The litigation also accused the Trump administration of breaking the law by assembling a government working group deliberately designed to represent a one-sided argument, which is prohibited under the same statute. Secretary of Energy Chris Wright confirmed in a September 3 letter that the group was dissolved. Still, the Energy Department has not retracted its assessment.
Wright’s regular messages on X about climate science and clean energy have drawn blowback and corrections appended by followers as Community Notes. “I can’t claim to know what’s happening in Wright’s mind. But I do know what’s happening with his policy — and this weak messaging, in my view, points to the intractability of Wright’s position,” Heatmap’s Robinson Meyer wrote on Tuesday. Wright is both the chief lieutenant in Trump’s culture war against those who advocate for a transition to clean energy and the mouthpiece of the president’s effort to convince the country he’s fulfilling his promise to curb energy prices. Wright’s social media behavior, however, “is not how someone acts when he is focused on energy affordability above all,” Robinson wrote.
The price of copper hit a record high this summer as the Trump administration slapped 50% tariffs on imports of the globally-traded metal needed for new electrical infrastructure and growth in demand far eclipsed any associated increase in supply. Now a mega-merger of two mining giants is set to capture a larger share of the fortunes generated by the new copper boom. Anglo American and Teck Resources inked a deal to merge, creating a mining behemoth with a combined market value of more than $53 billion. It’s one of the largest-ever deals in the mining industry. If completed, the tie-up will form one of the world’s top-five biggest copper producers, with mines stretching from the bottom of the Western Hemisphere in Chile to the top in Canada producing some 1.2 million metric tons of metal per year. More than 70% of that combined production would be copper.
“The energy industry has been dealing with the copper issue for years,” Heatmap’s Matthew Zeitlin reported in March, when prices were even lower. “More specifically, it’s worrying about how domestic and global production will be able to keep up with what forecasters anticipate could be massive demand.” This deal doesn’t necessarily quell those concerns, since, as The Wall Street Journal noted, it “also illustrates a challenge for bolstering commodity supply: Many miners figure it is easier and cheaper to buy rather than build mines.”
Wright’s posts about climate change and solar energy may be drawing criticism. But his agency’s support for nuclear energy has largely won praise across the political spectrum. That now includes fusion. On Wednesday, the Energy Department announced $134 million in funding for two programs designed to boost U.S. efforts to harness the type of atomic reaction that powers the sun, long considered the holy grail of clean energy. The agency pledged to give out a combined $128 million through the Fusion Innovative Research Engine to seven teams working on fusion energy science and technology. Another $6.1 million is set to flow to 20 projects through the Innovation network for Fusion Energy program to improve research in materials science, laser technologies, and fusion modeling. “DOE is unleashing the next frontier of American energy,” Wright said in a press release. “Fusion power holds the promise of limitless, reliable, American-made energy—and programs like INFUSE and FIRE ensure our innovators have the tools, talent, and partnerships to make it a reality.”
As I reported in this newsletter last month, the Massachusetts Institute of Technology spinout Commonwealth Fusion just raised one of the biggest venture rounds of the year. In July, Heatmap’s Katie Brigham reported on $10 million funding for the Seattle-area startup Avalanche Energy, which promises to build “micro” fusion reactors.
Shadeless land is a constraint on solar power’s expansion, inspiring high-profile projects in Portugal, Brazil, and China to build vast floating panel arrays on dammed bodies of water, a whole sector of the industry called agrovoltaics that marries farming and solar power production, and recent studies forecasting huge potential to line highways with panels. A new 1.6-megawatt solar installation in California that just came online highlights another option involving a manmade waterway: covering canals. Project Nexus, a $20 million state-funded pilot, has transformed stretches of the Turlock Irrigation District's canal system throughout California's Central Valley into what Canary Media’s Maria Gallucci called “hubs of clean electricity generation in a remote area where cotton, tomatoes, almonds, and hundreds of other crops are grown.”
President Donald Trump stirred a global controversy this year with his executive order directing the U.S. to stockpile minerals obtained through deep-sea mining, an as-yet nonexistent industry still awaiting a global agreement on international regulations that would create a global legal framework for commercially harvesting nodules from as deep as 20,000 feet down. As I previously reported in this newsletter, countries that opposed Trump’s push to unilaterally kick off mining without worldwide agreement on how to regulate the activities ended up siding with China, which opposed the U.S. move, along with conservationists, who say it risked damaging one of the last wildernesses untouched by humans. Yet this week Bahrain placed a big bet on the future of U.S. efforts, the Financial Times reported. The Gulf kingdom and U.S ally backed the California startup Impossible Metals’ plan to explore an area of ocean largely controlled by Beijing. Bahrain is also the first Middle Eastern country to sponsor the measure to legalize deep-sea mining at the obscure United Nations-linked agency, the Jamaica-headquartered International Seabed Authority. The investment is more proof that, as Katie wrote this week, “everybody wants to invest in critical mineral startups.”
A view of the Russell Glacier in Kangerlussuaq, Greenland, where I visited in 2017. Alexander C. Kaufman
Anyone who has been to northern Greenland can tell you how eerily lifeless the ice cap can seem when you’re looking out to a boundless horizon of treeless frozen expanse. But in what looks like dirt spotted in ice cores taken from the outer edges of the polar cap are diatoms — single-celled algae with outer walls made of glass. Far from a new presence, these non-plant photosynthetic organisms were long believed to be entombed and dormant in ice. But researchers from Stanford University extracted diatoms from ice cores and recreated their environments in a lab. The scientists discovered that diatoms travel through the ice via narrow channels as thin as a strand of hair. “This is not 1980s-movie cryobiology,” Manu Prakash, associate professor of bioengineering in the Schools of Engineering and Medicine and senior author of the paper, said in a press release. “The diatoms are as active as we can imagine until temperatures drop all the way down to -15 [degrees Celsius], which is super surprising.”
On Rick Perry’s loan push, firefighters’ mask rules, and Europe’s heat pump problems
Current conditions: The Garnet Fire has scorched nearly 55,000 acres in Sierra National Forest, east of Fresno, California, and now threatens 2,000-year-old sequoia trees • Hurricane Kiko is losing intensity as it reaches Hawaii • Tropical Storm Tapah has made landfall over China, forcing evacuations and school closures.
U.S. emissions cuts under Trump's current policy versus the Biden-era policies. Rhodium Group
The United States’ output of planet-heating pollution is on track to continue double-digit declines through 2040, even if the Trump administration successfully eliminates all the policies it’s targeting to cut greenhouse gas emissions. That’s according to the latest assessment from the Rhodium Group consultancy. A new report published Wednesday morning found that U.S. emissions are set to decline by 26% to 43% relative to 2005 levels in 2040. While that sounds like a significant drop, it’s a “meaningful shift” away from Rhodium’s estimates last year, which showed a steeper decline of 38% to 56%. In all, as Heatmap’s Emily Pontecorvo wrote, the Trump administration’s policies could halve U.S. emissions cuts.
“Perhaps the only bright side in the report is a section on household energy costs,” Emily added. “The loss of tax credits for renewables and home efficiency upgrades will raise electricity bills compared to the projections in last year’s report. But despite that, Rhodium expects overall household energy costs to decrease in the coming decades — in all scenarios. That’s primarily due to the switch to electric vehicles, which lowers transportation costs for EV drivers and puts downward pressure on the cost of gasoline for everyone else.”
Fermi America, the company former Secretary of Energy Rick Perry founded to build one of the world’s biggest data center complexes in Texas, plans to push the Department of Energy for loans to finance its project, E&E News reported. In a filing to the Securities and Exchange Commission for its initial public offering on Monday, the developer laid out its vision for a 5,263-acre gas and nuclear complex in Armadillo, Texas, on land owned by the Texas Tech University. The company said it was in “pre-approval” process with the Energy Department’s loan office, which it hoped would “finance key components” of its energy infrastructure. The company has filed an application for up to four Westinghouse nuclear reactors at the site, which federal regulators confirmed they’re reviewing. In his executive orders on nuclear power in May, Trump directed the Energy Department to approve at least 10 new large-scale reactors. “We believe the Trump Administration’s renewed focus on expedited permitting and the expansion of nuclear infrastructure in the United States presents a favorable backdrop for Fermi to replicate its business model,” the filing said.
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Solar developer Pine Gate Renewables has started consulting advisers to deal with liquidity constraints amid the Trump administration’s push to derail the clean energy industry, Bloomberg reported. The company is working with Lazard Inc. and Latham & Watkins. It has some high-profile backers with loans from Brookfield Asset Management and Carlyle Group, while Blackstone provided preferred equity.
The move to enlist advisers is a sign of the challenges ahead for renewables. With new restrictions on imported solar panels coming into force, solar prices could soon rise. As Heatmap’s Matthew Zeitlin reported in April, that could erode solar’s price advantage over gas. With tariffs staying in place and tax credits going away, Morgan Stanley analysts warned that power purchase agreement prices for solar could go up as high as $73. That’s just a few dollars off from the cost of natural gas.
For decades, the U.S. government banned wildfire fighters from wearing masks that officials deemed too cumbersome, allowing only bandannas that offer no protection against toxins in wildfire smoke. But the Forest Service proposed new guidance Monday acknowledging for the first time that masks can protect firefighters against harmful particles in the smoke, The New York Times reported. The move came as part of a series of safety reforms meant to improve conditions for firefighters. In its reversal, the agency said it has now stockpiled some 80,000 N95 masks and will include them in standard equipment packs for all large fires.
Keeping firefighters employed has been difficult as blazes grow with each passing year. As Heatmap’s Jeva Lange wrote last year, “retirements and defections from skill-based work like firefighting are especially damaging because with every senior departure goes the kind of on-the-job expertise that green new hires can’t replace. But that’s if there are new hires in the first place. Rumors abound that the agencies are struggling to fill their openings even this late in the training cycle, with a known vacancy rate of 20% in the Forest Service force alone.” As I reported last week in this newsletter, the Trump administration’s arrest of immigrant firefighters battling the largest blaze in Washington last month has spurred blowback from lawyers who say the move jeopardized the effort to contain the disaster.
After booming in the wake of Russia’s invasion of Ukraine, European heat pump sales are slumping. It’s part of what one of the world’s largest manufacturers of the appliances called a “structural problem,” as demand dropped to a third of previous projections. In an interview with the Financial Times, Daikin president Naofumi Takenaka said orders for heat pumps have fallen as the economy has weakened and subsidies have decreased. “When we compare the market demand we had projected for 2025 at the time to the current market, it has stopped at roughly one-third of that, so it will take three to five years to return to such levels,” Takenaka said, speaking at Daikin’s headquarters in Osaka. “This is a structural problem.”
Beaked whales are considered one of the least understood mammals in the world due to their cryptic behavior and distribution in offshore waters, diving deeper than any other mammals on record and going below the surface for more than two hours. But scientists at Brazil’s Instituto Aqualie, Juiz de Fora Federal University, Mineral Engenharia e Meio Ambiente, and Santa Catarina State University set out to record the elusive whales. By doing so, they identified at least three different beaked whale species. “The motivation for this research arose from the need to expand knowledge on cetacean biodiversity in Brazilian waters, with particular attention to deep-diving species such as beaked whales,” author Raphael Barbosa Machado said in a press release.
Rob and Jesse riff on the state of utility regulation in America — and how to fix it.
Electricity is getting more expensive — and the culprit, in much of the country, is the poles and wires. Since the pandemic, utility spending on the “last mile” part of the power grid has surged, and it seems likely to get worse before it gets better.
How can we fix it? Well, we can start by fixing utility regulation.
On today’s episode of Shift Key, Rob and Jesse talk about why utility regulation sucks and how to make it better. In Europe and other parts of the world, utilities are better at controlling their cost overruns. What can the U.S. learn from their experience? Why is it so hard to regulate electricity companies? And how should the coming strains of electrification, and climate change affect how we think about the power grid? Shift Key is hosted by Robinson Meyer, the founding executive editor of Heatmap, and Jesse Jenkins, a professor of energy systems engineering at Princeton University.
Subscribe to “Shift Key” and find this episode on Apple Podcasts, Spotify, Amazon, YouTube, or wherever you get your podcasts.
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Here is an excerpt from our conversation:
Robinson Meyer: This is, I think, exactly where the wonky habit of referring to this as “T&D,” or transmission and distribution —
Jesse Jenkins: Yeah, we should split those.
Meyer: — simply because it’s a part of people’s bills, is actually driving the misnomer, because it allows renewable opponents — like the current administration, like officials in the current administration to say, Oh, well, the transmission and distribution section, the wire is part of the grid, is the surging part of electricity costs, this is driven by renewables. And that kind of does cohere to a mental model people might have of, oh, you have to build a lot of solar farms everywhere, or, oh, you have to build a lot of wind farms everywhere. They’re distributed over the landscape, unlike a single big power plant or something, and therefore that is driving up transmission spending.
And indeed, for renewables, as Jesse was saying, you do have to build more transmission. But where you look at the actual increase in prices is coming from in that T&D section of the bill, it is not at all that story. It’s all coming from distribution.
Jenkins: It’s certainly not coming from long-distance transmission because we’re not building any long-distance transmission, right?
And that’s the other big problem, is we have not been building transmission at anywhere near the pace that we have historically during periods when demand was growing rapidly to tap into the best resources around the country. But also, then, we should be, if we were to try to tap into American renewable energy resources that could lower consumer costs. The transmission we are building is mostly also local, short-distance, reliability-related upgrades that the transmission utilities are able to build with much less regulatory oversight.
Mentioned:
Rob on how electricity got so expensive
Matthew Zeitlin on Trump’s electricity price problem
Ofgem’s price cap
Previously on Shift Key: How to Talk to Your Friendly Neighborhood Public Utility Regulator
Jesse’s upshift (plus one more); Rob’s upshift.
This episode of Shift Key is sponsored by …
Hydrostor is building the future of energy with Advanced Compressed Air Energy Storage. Delivering clean, reliable power with 500-megawatt facilities sited on 100 acres, Hydrostor’s energy storage projects are transforming the grid and creating thousands of American jobs. Learn more at hydrostor.ca.
Music for Shift Key is by Adam Kromelow.