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Extreme heat is the deadliest weather phenomenon in the United States. It's also one of the easiest to underestimate: We feel it on our skin, or perhaps see it shimmering in the air around us, but it doesn't announce itself with the destructive aplomb of a hurricane or wildfire. Still, heat waves are becoming practically synonymous with summer.
Climate change is only making heat waves worse. They're getting more frequent, up from an average of two per year in the United States in the 1960s to six per year in the 2010s and '20s. They're also about a day longer than they were in the ‘60s, and they're more intense; those two factors combined, in particular, make them more deadly. This year's expected El Niño will bring even more heat with it: NOAA's summer outlook for the United States, shown below, paints a swath of above-average temperatures across much of the country.
NOAA's seasonal temperature outlook for the summer of 2023.National Oceanic and Atmospheric Administration
I’ve spent a lot of time thinking about how to cover heat waves. Each is unique — suffering of any kind is always unique, even if the broad strokes are not — yet the things one can say about them are, for the most part, largely the same. Records will break, power grids will strain, and people will be hurt: This is the reality of climate change.
So this year, we are trying an experiment: We will document particularly notable heat waves around the world as they happen, but rather than devote separate stories to them, each heat wave will get a short entry within this larger page. We will call out especially vivid details or statistics and include links to local outlets that can provide more information to anyone looking for it.
The goal here is to create a record of the very real impact of climate change today. By the end of the summer, this page will likely be filled with entry after entry showcasing the ways heat affected people around the world over the course of a few months. This is, I am aware, potentially fertile ground for climate anxiety, but our hope is that the project can help us recognize how our lives are changing and allow us to refocus on what we can do to adapt to our new reality.
Each entry has its own URL. If you wish to share details of any particular heat wave, simply scroll to that entry and hit the share button on your phone or copy the link in your browser. If you'd like to share this tracker as a whole, scroll back up to this introduction. This timeline will be in reverse chronological order, or in other words the newest events will appear at the top of the page.
This project is publishing in the midst of a heat wave hitting multiple Asian countries, and we’ve also included a couple of heat waves that have already come and gone; as the summer progresses, you'll see updates from the entire Heatmap staff and the gradual shaping of a larger story of heat. Again, this is an experiment, and we'd love to hear what you think about it — if you have strong thoughts one way or another, please send them to neel [at] heatmap [dot] news. —Neel Dhanesha
September 6: As we near the end of the summer — though ambient temperatures this week may suggest otherwise — the World Meteorological Organization (WMO) has announced that Earth just had its hottest three-month period on record, and the year so far is the second-warmest after 2016, which saw an extreme El Niño.
“Climate breakdown has begun,” said UN Secretary-General António Guterres in a statement. “Leaders must turn up the heat now for climate solutions. We can still avoid the worst of climate chaos — and we don’t have a moment to lose.”
According to the Copernicus Climate Change Service, August is estimated to have been around 1.5°C warmer than the preindustrial average. Last month saw the highest global average sea surface temperatures on record, at 20.98°C, and Antarctic sea ice was at a record low for that point in the year. Those sea surface temperatures will have a significant impact on hurricane season; as we saw with Idalia, extremely high ocean temperatures can supercharge tropical storms.
These numbers are no surprise — scientists have, of course, been warning of these catastrophic impacts for years — and this report is just the latest in a long line of UN reports that catalog the ways our planet is changing. The question, as always, is if this report will spur any more action than the previous ones did, or whether it will amount to yet another howl lost in the wind. —Neel Dhanesha
August 23-28: On Thursday, record-breaking heat tied the hottest temperature ever recorded in Houston at 109 degrees. In Dallas on Friday, highs climbed into the high 100s. And in Austin on Sunday, the temperature climbed up to 109 degrees. From Thursday to Sunday, the Electricity Reliability Council of Texas issued a conservation request every day — asking Texans to lower their energy use as air conditioners blasted.
Texans will get a relative reprieve from the heat over the coming days: Dallas won’t cross back over the triple-digit mark until Saturday, while Houston won’t get hotter than 100 degrees this week. Still, temperatures remain high — a reminder that just because summer break is over in many places, summer weather isn’t, making air conditioning in schools and on buses more critical than ever. —Will Kubzansky
August 22: The Midwest joins the South and Southwest this week in pulling the short straw of weather forecasts. The National Weather Service projects a large heat dome will “persist in at least 22 states until the end of the week,” Axios reports, affecting 143 million Americans. Numerous cities are experiencing heat indexes between 110 and 115 degrees Fahrenheit; Lawrence, Kansas, even reached a “feels-like” temperature of 134 on Sunday.
Not only will the extreme highs endanger lives, the heat waves might threaten “a bumper U.S. harvest that’s key to keeping global inflation in check,” Bloomberg reports. The United States expects to reap its second largest corn harvest on record this year, but the upcoming heat might dry out fields that are already showing signs of being parched.
Over the weekend, relief for the Midwest will come from cooler winds flowing down from Canada, AccuWeather reports. Unfortunately, the welcome breeze might also come along with “bouts of poor air quality” and smoke from Canadian wildfires. —Annie Xia
August 16: With triple-digit highs, the Pacific Northwest has joined the ranks of states breaking heat records this summer. Portland, Oregon, hit 108 degrees Fahrenheit on Monday, a record for the month of August. Seattle, Washington, also set a new daily record on Monday when it reached 96 degrees.
Combined with strong winds and moderate to severe drought levels, high temperatures in the region also mean heightened wildfire risk. Almost 3,000 firefighters are already “battling the seven large fires burning across Oregon and Washington,” CNN reports.
The sweltering temperatures continue a streak of oppressive summers in the Pacific Northwest. Dr. Steven Mitchell, medical director of a Seattle hospital’s emergency department, told The New York Times that “he couldn’t remember treating a single case of severe heat illness or heat stroke” before 2021, when a deadly heat wave struck the region. —Annie Xia
August 9-11: Florida is often synonymous with heat, but the heat index in Tampa Bay climbed up to 112 degrees on Wednesday — flirting with 113, the mark at which an excessive heat warning is issued. The Tampa Bay Times reported that the warning issued Wednesday was possibly the area’s first excessive heat warning ever, with the caveat that records might be faulty.
While the heat has let up slightly, a heat advisory remains in effect from Fort Myers up to Chiefland, and the area has exceeded its electricity demand records twice this week. On Friday, the heat index at Tampa International Airport reached 110 degrees, and values are expected to climb up to 108 on Saturday, according to the National Weather Service. —Will Kubzansky
August 7: In places like New Orleans, the old adage applies: It’s not just the heat, it’s the humidity. The high is set to hover between 100 and 97 through Friday, but the heat index will sit between 116 and 111. Louisiana, like much of the country, is seeing an unusually hot summer: Baton Rouge experienced its warmest month on record in July. All the while, central Mississippi is experiencing highs between the high 90s and low 100s, with heat indices reaching 120 degrees, according to the National Weather Service’s outpost in Jackson.
The heat killed 16 Louisianans in June and July. And given that extreme heat causes the worst impacts for people experiencing poverty and creates particularly devastating effects for Black Americans, it’s worth noting that Mississippi and Louisiana have the two highest poverty rates in the country as well as the highest proportion of Black residents of any two states. —Will Kubzansky
August 2: Iran is shutting down. The New York Times reports that government agencies, banks, schools, soccer leagues are all closed Wednesday and Thursday, allegedly due to the heat, which is expected to reach 104 degrees Fahrenheit in Tehran. In Ahvaz, a southwestern city, the high on Wednesday is a blistering 123 degrees.
Per the Times, some Iranians have expressed doubts about the alleged reason for the shutdown — instead claiming that the country’s electric grid can’t meet demand. All the while, Iran faces extensive water shortages across the country, largely due to mismanagement of its resources. —Will Kubzansky
August 2: A deadly heat wave is striking both sides of the Sea of Japan.
In South Korea, two deaths were reported on Tuesday due to high heat — they were senior citizens working outside — bringing the death toll from the heat wave to 12. With temperatures above 100 degrees Fahrenheit in Yeoju, a city south of Seoul, the country has raised its warning system for heat to the highest level, the first instance since 2019.
And in Japan, a 13-year-old girl and an elderly couple died due to heat-related causes on Friday. Temperatures have climbed above 103 degrees this week in parts of the country, and 32 prefectures are under the government’s “special heatstroke alert,” according to The Washington Post.
Japan is coming off a brutal month of July, which included the longest run of 95 degree temperatures in Tokyo since records began in 1875. Heat waves are especially devastating for Japan, which has one of the world’s oldest populations. —Will Kubzansky
July 28: No American city has been more emblematic of this summer’s relentless heat than Phoenix, where the temperature has climbed above 110 degrees Fahrenheit for 29 consecutive days. That streak looks like it might finally come to a close, with highs ranging from 106 to 109 from Monday to Wednesday next week as the forecast calls for rain over the weekend. But by Thursday, the mercury will climb above 110 yet again.
With the heat showing no signs of truly relenting, Arizona Democrats have proposed a novel solution — calling on President Joe Biden to issue a presidential disaster declaration for extreme heat, unlocking the Federal Emergency Management Agency’s response capabilities. And all the while, more than 30 wildfires are blazing across the state of Arizona. —Will Kubzansky
July 26: For most of the summer, stories about extreme heat in the U.S. have been limited to the South and Southwest. That’s changed in the last few days, as heat is forecast to scorch the Midwest and Northeast this week. On Thursday, New York will see highs in the mid-90s and D.C. up to 99 — both with heat indexes in the mid-100s. In Kansas City, highs will sit in the 100s through Friday and climb back up into the triple digits again on Monday; Indianapolis will reach 99 degrees Friday.
Late July is an appropriate time for heat waves — and this burst does not look like a lengthy one, with the 10-day forecast dipping back into the 80s — but it’s also worth noting that cities like D.C. are less prepared for extreme heat than Miami or Phoenix. D.C. has entered a hot weather emergency, but in New York, some advocates have cautioned that the city is not ready for the challenges ahead. —Will Kubzansky
July 26: Devastating consequences of the climate crisis are playing out in Algeria, Greece, Italy, and Tunisia, as wildfires spread and take dozens of lives — more than 40 in total and 34 in Algeria alone. The wildfires are being driven in part by intense heat, up to 119.7 degrees Fahrenheit in Algeria and 120 degrees in Tunisia. While those temperatures have cooled slightly, they will reach up to 111 degrees in Tunis come Friday and already climbed into the triple digits in Greece on Wednesday. Meanwhile, Greek authorities have evacuated more than 20,000 people from Rhodes, a popular vacation spot. —Will Kubzansky
July 25: The summer has offered a deluge of heat headlines — scrolling through this page is the proof. But zooming out, the context matters: Has this summer’s heat been uniquely driven by climate change? The answer is almost certainly yes, according to a study from researchers at Imperial College London, the Royal Netherlands Meteorological Institute, and the Red Cross Red Crescent Climate Centre.
The flash study is not peer-reviewed — it moved too quickly to go through that process — but it notes that “without human-induced climate change these heat events would … have been extremely rare.” The high temperatures in North America and Europe, it adds, would have been “virtually impossible” without climate change. Heat waves may have still occurred, but the key is the intensity: In the U.S., Europe, and China, climate change accounted for between 1 to 2.5 degrees Celsius (1.8 to 4.5 degrees Fahrenheit) of additional heat. —Will Kubzansky
July 17: Records are falling left and right in the Southwest. At 118 degrees Fahrenheit, Phoenix broke its all time high temperature record on Saturday. The city is also approaching breaking its record for the most 110 degree days in a row. In El Paso, the temperature at the airport has hit 100 degrees for 32 consecutive days, the longest streak ever. And according to The New York Times, the National Weather Service called for 45 record highs across the U.S. last weekend.
And as wildfires burn in Southern California, the heat wave is showing no signs of letting up. Phoenix will see highs in the 110s through Monday, as will Las Vegas. At this point, the heat wave has been classified as another heat dome, and Texas is feeling the brunt of it too, with San Antonio and Austin under excessive heat warnings. The heat wave is most dangerous for vulnerable members of society, especially people who are homeless and seniors — placing an outsized and crucial burden on cooling centers in the Southwest. —Will Kubzansky
July 14: A year after Europe saw 60,000 excess deaths due to heat waves, according to a study published by the scientific journal Nature Medicine, Southern Europe is scorching again. In Greece, the Acropolis closed midday Friday to tourists with high temperatures in Athens expected to reach 104 degrees. Parts of Spain saw temperatures going up to 113 degrees Monday, and another heat wave is expected to arrive Sunday. Italy, in the meantime, is expecting that next week could break the record for the highest temperatures ever recorded on the continent.
Europe has taken a new approach to heat waves — giving them names like hurricanes in an effort to raise awareness about their severity, an idea my colleague Neel Dhanesha wrote about last year. The first round of heat this week was dubbed Cerberus; the second round set to arrive this weekend is named Charon. —Will Kubzansky
Grant Faint/Image Bank via Getty Images
July 12: In a summer full of record-breaking heat, the fact that it’s hot in Death Valley is almost comforting. On Sunday, the national park in the Mojave Desert, known for being the hottest place on Earth, is projected by the National Weather Service to reach 130 degrees Fahrenheit, which would probably tie the record for the world’s highest temperature. The uncertainty stems from some controversy surrounding the record: While the valley was said to have reached temperatures of 134 degrees in 1913, experts have questioned the legitimacy of that reading. That leaves 130 degree days in 2020 and 2021 as the hottest temperatures on record — in Death Valley or anywhere.
While Death Valley’s heat is something of a novelty, it has catastrophic impacts elsewhere. Las Vegas’s high will only be 12 degrees cooler (118 degrees), and temperatures will reach 106 degrees on the same day in San Bernardino. —Will Kubzansky
July 10: After 10 days with high temperatures above 110 degrees, the highs in Phoenix are forecasted to eclipse that mark for at least the next nine days. According to the National Weather Service’s Phoenix office, the record for consecutive 110-degree days is 18; the office is placing the probability that the record gets shattered at 50%. And like Texas’ heat dome earlier this summer, evening temperatures aren’t declining as substantially as they usually do, leaving Arizonans without relief.
In New Mexico, the National Weather Service office out of Albuquerque is describing the week ahead as “near-record heat.” And temperatures in Las Vegas, Nevada, are set to get even more brutal over the course of the week, with the high going from 107 degrees on Monday to a forecasted high of 117 on Sunday. The heat will also lead to brutal temperatures in Death Valley — potentially up to 127 degrees on Sunday — according to the The Washington Post. —Will Kubzansky
July 10: Texas can’t catch a break this summer — and the South is catching yet another heat wave as well. Heat indexes in Dallas, Houston, New Orleans, and Miami are set to reach 107 to 108 degrees this week. Water temperatures around South Florida are well above average, and the chance that rain breaks the heat in the area is limited over the next few days. This year is already the hottest on record in Miami, according to WLRN. —Will Kubzansky
July 7: Phoenix and Tuscon are under excessive heat warnings for at least the next six days. Afternoon highs are projected to reach between 105 and 115 degrees Fahrenheit — Friday will get up to 112 degrees in Phoenix — bringing temperatures above average for early July, according to AZCentral.
It might last well into the month. According to the National Weather System’s warning: “We are still anticipating this current heat wave to continue through next week and likely beyond with it rivaling some of the worst heat waves this area has ever seen.” A big heat wave also brings pressure to the electric grid, particularly in heavily populated areas like Phoenix, as residents crank up their ACs. One study from earlier this year showed that a five-day heat wave and blackout would combine to send more than 50% of the city’s population to the emergency room.
It’s also not just Arizona that will catch the worst of this wave: New Mexico, Las Vegas and Death Valley all have scorching temperatures in store over the next week, The Washington Post notes. —Will Kubzansky
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July 6:Outdoor work came to a halt in Beijing as temperatures reached 104 degrees Thursday in the Chinese capital. A heat wave is gripping parts of China, including the capital and the nearby Henan province. Before 2023, Beijing had experienced temperatures above 104 degrees six times, CNN reported. This year alone, the temperature has eclipsed that mark on five days. In Taiwan, temperatures are set to reach 104 degrees Saturday, according to the country’s Central Weather Bureau. All the while, flooding has also led to devastation in China, causing 15 deaths in Chongqing, Hunan province, and elsewhere. —Will Kubzansky
June 30 - July 5: In the Antelope Valley and Santa Clarita Valley, temperatures reached 105 and 101 degrees respectively Monday, the Los Angeles Times reported. David Gomberg, an NWS forecaster, told the Times that high heat is to be expected in Southern California around now — to some extent, the weather is “routine,” he said.
Still, temperatures climbed rapidly in the Los Angeles area beginning Friday, especially inland and in the desert. And because the rise came so suddenly following a temperate period, it may have posed an unusually high risk to Californians who hadn’t yet acclimated to the season’s hotter temperatures. Extreme heat can also create arid conditions begetting wildfires, though no reports of serious fires in California have emerged following July 4 fireworks displays. —Will Kubzansky
July 5: This year’s Fourth of July was the world’s hottest day on record, and that record will likely be broken again this summer. In Texas, the heat was nothing new: The last day El Paso recorded a high temperature under 100 degrees was June 15. Since then, every day has gotten up to the triple digits — with the heat reaching 108 degrees on June 26 and 27.
In other words, it’s still really, really hot in Texas as a heat dome remains firmly planted over the state. Some parts of Texas have seen a handful of cooler days — July 4 wasn’t quite as brutal in Houston, for instance, and San Antonio’s temperatures have largely fallen back into the ‘90s. But the southern part of the state is in what the San Antonio Express-News describes as a “rut”: Heat is giving way to marginally cooler temperatures but the weather is expected to get hotter and more humid again.
For older people or people who work outdoors, the sustained heat has proven especially deadly. The vast majority of Texas’s prisoners, meanwhile, are without air conditioning. —Will Kubzansky
The North Atlantic Ocean is in the middle of a startling heat wave that could have far-reaching repercussions.
The weeks-long marine heat wave broke records for the months of May and is expected to do the same in June. Sea surface temperatures around the U.K. and northern Europe are an astonishing 9 degrees Fahrenheit above average in places, The Washington Post reports.
“Totally unprecedented,” Richard Unsworth, a biosciences professor at the U.K.’s Swansea University, told CNN. It’s “way beyond the worst-case predictions for the changing climate of the region.” Scientists say the warming oceans could have significant consequences, from harming marine life to decreasing the sea’s capacity to absorb pollution.
Above-average heat has also hit the U.K. Temperatures are expected to hit 89 degrees Fahrenheit in southeast England over the weekend.
As a flotilla in the Atlantic searched for the missing Titan submersible, the prominent environmental writer Bill McKibben tweeted, “The truly terrifying news this week is not what happened deep beneath the sea, it’s what’s going on at the surface.” —Annie Xia
June 22: Texans will only get a brief reprieve from the most extreme highs of their heat wave before temperatures pick back up early next week. Notably, temperatures aren’t falling considerably at night, making the heat even more dangerous. North Texas will see the mercury rise up to 104 degrees through Thursday, with the small caveat that humidity will decline into a more comfortable range as the week goes on. In parts of Southwest Texas, the heat won’t let up at all: the high temperatures in Del Rio will hover between 107 and 110 through next Wednesday.
The Electric Reliability Council of Texas issued its first voluntary conservation notice of the heat wave this past Tuesday. While the utility was able to meet demand, it requested that all Texans, especially government agencies, reduce their electricity use.
Mexico is similarly seeing scorching temperatures, which have led to eight deaths already. And high heat in the Rio Grande Valley means that migrants who traverse the border in Southwest Texas could be left exposed to the same high heat, which can have deadly consequences. —Will Kubzansky
Week of June 19: Temperatures in the northern Indian states of Uttar Pradesh and Bihar, two of the most populous in the country, reached as high as 115 degrees Fahrenheit (46 degrees Celsius), CNN reports. The extreme heat triggered power cuts, leaving people without running water, fans, or air conditioners.
The Associated Pressreports nearly 170 people had died as of June 20, overwhelming hospitals, morgues, and crematoria — although state officials dispute the connection to the heat wave. Nearly half of the deaths came from a single district, Ballia, in Uttar Pradesh; officials say they have opened an investigation into the cause, which they say could be linked to contaminated water. Members of opposition parties blame the state government and its chief minister, Yogi Adityanath, for not investing enough in medical facilities or warning residents about the heat wave ahead of time. —Neel Dhanesha
June 19: The numbers from Texas’ heat wave are already striking: Dallas tied a humidity record on Thursday, and tens of millions of Texans woke up Friday to heat advisories or warnings. Temperatures will approach — and possibly break — records in Austin early next week, with highs between 104 and 106 through Wednesday. In the area, the heat indices will be highest over the Rio Grande plains and coastal plains, according to the National Weather Service’s Austin/San Antonio office.
Houston, in the meantime, saw its first excessive heat warning since 2016, with heat indices potentially breaking 115 degrees Friday and Saturday. Texas’ grid has held up (so far) — though the Electric Reliability Council of Texas has projected that next week will shatter the record levels of electricity demand that were just set this week, thanks to the number of air conditioners expected to be on full blast. —Will Kubzansky
June 14: Triple-digit heat has arrived early in Texas. Large parts of central and southeast Texas saw the heat index climb into the 100s Wednesday, topping out in McAllen at a searing 118. The heat wave is expected to spread and last through the week, hitting San Antonio, Dallas, Houston, and Austin, where it will feel like 112 degrees Thursday.
But while meteorologists watch for record heat and humidity, others will keep their eye on the state’s isolated electricity grid. Its operators, the Electric Reliability Council of Texas, warned of record-breaking electricity use Friday, an ominous signal for a state that has struggled with deadly blackouts in recent years. But this is just Texas’s first test of the summer: The grid operators noted that the record-breaking demand will likely be surpassed later in the summer. —Will Kubzansky
June 7-11: As skies over New York and Washington, D.C., turned orange from wildfire smoke, Puerto Rico and nearby Caribbean nations sweltered under a heat dome. The Heat Index, which takes into account both heat and humidity, went as high as 125 degrees in parts of Puerto Rico — a number that Jeff Berardelli, chief meteorologist at Tampa Bay’s WFLA-TV, said was astonishing. Temperature records broke across the island.
The Puerto Rican power grid still hasn’t recovered after Hurricane Maria hit the island in 2017, and over 100,000 Puerto Ricans reportedly lost power (though, as Pearl Marvell pointed out in Yale Climate Connections, the exact number cannot be verified because the island’s power company asked PowerOutage.us, which tracks outages, to stop collecting data on Puerto Rico until it can “replace their technology and provide more accurate data”). As I wrote in May, the combination of extreme heat and blackouts has the potential to be incredibly deadly, though no deaths were reported from this heat dome as of publication. —Neel Dhanesha
June 5: Large parts of China have seen record-breaking heat over the past month, one year after the worst heat wave and drought in decades hit the country. This year, Yunnan and Sichuan provinces saw temperatures exceed 40° C (104° F); according to CNN, heat in some parts of the country was so bad that pigs and rabbits died on farms and carp being raised in rice fields "burned to death" as water temperatures rose. Henan province had the opposite problem; extreme rain flooded wheat fields there, ruining crops in the country's largest wheat-growing region.
Meanwhile, a prolonged heat wave in Vietnam is keeping temperatures between 26 and 38 degrees Celsius (78.8 and 100.4° F), prompting officials to turn off street lights and ask citizens to cut down on their power consumption to avoid blackouts. VNExpress reports that many Vietnamese citizens who can't afford air conditioners are seeking respite in public spaces like libraries, buses, department stores, and cafes. —Neel Dhanesha
May 12: Some 12 million people in Washington and Oregon were under a heat advisory for four days starting May 12 as temperatures in the region topped out at more than 20 degrees above the normal high at that time of year, which should have been in the mid-60s.
"It’s harder for people in the Pacific Northwest to cool down when it’s 90 out than for people in, say, Phoenix or Las Vegas — cities that were constructed with heat in mind," wrote Heatmap Founding Staff Writer and Washington native Jeva Lange in her larger story about this heat wave. "Seattle, for example, is the second-least-air-conditioned metro area in the country (behind only “the coldest winter I ever spent was a summer in” San Francisco). Just over half of the homes in the area have a/c, and many of them are new buildings." —Neel Dhanesha and Jeva Lange
April: A large, deadly heat wave baked much of Asia for two weeks in April,Axios reported. Parts of India saw temperatures beyond 40°C (104°F), while temperatures in Thailand reached their highest levels ever, breaking past 45°C (113°F) for the first time in that country's history. Thirteen people died in Mumbai, and hundreds of people across the Asian continent were hospitalized. —Neel Dhanesha
This article was first published on June 5, 2023. It was last updated on September 6, 2023, at 3:59 PM ET.
More about heat and how the world is coping:
1. The Deadly Mystery of Indoor Heat
2. Don’t Be Too Chill About Your Air Conditioning Dependency
3. America Is Depending on Renewables This Summer
4. Dermatologists Have Bad News to Share About Climate Change
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Shares in Sunrun, SolarEdge, and Enphase are collapsing on the Senate’s new mega-bill draft.
The residential solar rescue never happened. Shares in several residential solar companies plummeted Tuesday as the market reacted to the Senate Finance Committee’s reconciliation language, which maintains the House bill’s restriction on investment tax credits for residential solar installers and its scrapping of the tax credit for homeowners who buy their own systems.
The Solar Energy Industries Association, a solar trade group, criticized the Senate text, saying that it had only “modest improvements on several provisions” and would “pull the plug on homegrown solar energy and decimate the American manufacturing renaissance.”
Sunrun shares fell 40% Tuesday, bringing the company’s market cap down by almost $900 million to $1.3 billion, a comparable loss in value to what it sustained the day after the passage of the House reconciliation bill. The stock price had jumped up late last week due to optimism that the Senate Finance bill might include friendlier language for its business model.
Instead the Finance Committee proposal would terminate the residential clean energy tax credit for any systems, including residential solar, six months after the bill is signed. The text also zeroes out investment and production tax credits for residential solar when “the taxpayer rents or leases such property to a third party,” a common arrangement in the industry pioneered by Sunrun.
Sunrun’s third party ownership model well predates the Inflation Reduction Act and is about as old as the company itself, which was founded in 2007. The company had been claiming investment tax credits for solar before the IRA made them tech neutral. The company began securitizing solar deals in 2015 and in a 2016 securities filling, the company said that it had six deals where investors would be able to garner the lease payments and investment tax credits.
“Ain’t no sunshine for resi,” Jefferies analyst Julien Dumoulin-Smith wrote in a note to clients on Tuesday. “Overall, we view Senate's version as a negative” for Sunrun, as well as SolarEdge and Enphase, the residential solar equipment companies, whose shares are down by about 33% and 24% respectively.
“If this language is not adjusted before the bill passes the Senate floor,” Morgan Stanley analyst Andrew Perocco wrote in a note to clients, “we believe Sunrun, SolarEdge, and Enphase will trade towards our bear cases.”
Morgan Stanley had earlier estimated that cutting off home solar from tax credits would lead to a “85% contraction in residential solar volumes” due, in many cases, to solar products no longer resulting in savings on electricity bills.
That’s because the ability to lease solar equipment (or have homeowners sign power purchase agreements) and then claim tax credits sits at the core of the contemporary residential solar model.
“Our core solar service offerings are provided through our lease and power purchase agreements,” the company said in its 2024 annual report. “While customers have the option to purchase a solar energy system outright from us, most of our customers choose to buy solar as a service from us through our Customer Agreements without the significant upfront investment of purchasing a solar energy system.”
This means that to claim tax credits for the projects, they have to be investment tax credits, not home energy credits. These credits play a role in Sunrun’s extensive business raising money from investors to finance solar projects, which can then be partially monetized via tax credits.
Fund investors “can receive attractive after-tax returns from our investment funds due to their ability to utilize Commercial ITCs,” the company said in its report. The financing then “enables us to offer attractive pricing to our customers for the energy generated by the solar energy system on their homes.”
Without the ability to claim investment tax credits, Sunrun could be left having to charge higher prices to homeowners and face a higher cost of capital to raise money from investors.
“Last night’s draft text confirms the Senate intends to abruptly repeal tax credits available to homeowners who want to go solar – effectively increasing costs and limiting choice for countless Americans,” Chris Hopper, chief executive of Aurora Solar, said in an emailed statement.
On the Senate Finance Committee’s budget proposal, the NRC, and fossil-fuel financing
Current conditions: A brush fire that prompted evacuations in Maui on Sunday and Monday is now 93% contained • The Des Moines metro area issued its first-ever ban on watering lawns due to record nitrate concentrations in nearby rivers • For only the fourth time since 1937, Vancouver, British Columbia got no rain at all in the first half of June. The dry streak may finally break tonight.
The Senate Finance Committee published its portion of the budget reconciliation bill on Monday night, including details of its highly anticipated plan to revise the nation’s clean energy tax credits. Though the Senate version slightly softens the House’s proposed phase out of tax credits, “the text would still slash many of the signature programs of the Inflation Reduction Act,” my colleagues Emily Pontecorvo and Robinson Meyer write in their breakdown of the bill. Other changes to be aware of include:
There’s more, too, which you can read here.
President Trump fired Chris Hanson, a Democrat and his first-term appointee to the U.S. Nuclear Regulatory Commission, on Friday. Trump “terminated my position … without cause, contrary to existing law and longstanding precedent regarding removal of independent agency appointees,” Hanson said in his announcement, published Monday. Since the creation of the NRC, which regulates nuclear power, no commissioner has ever been fired from the body.
After being appointed by Trump in 2020, Hanson was promoted to chair the commission by President Biden in 2021. His term ended in January, after which he returned to serving on the board, Notus reports. Trump’s decision to fire Hanson comes on the heels of his recent flurry of executive orders aimed at quadrupling U.S. nuclear capacity, including a measure seeking to “simplify and accelerate the NRC’s licensing procedure, giving the body 18 months to issue new rules and guidance designed to shorten the timeline for processing new applications to 18 months at the longest,” as my colleagues Matthew Zeitlin and Katie Brigham explained last month. News of Hanson’s firing was met with “serious dismay” by attendees of the American Nuclear Society conference underway in Chicago, per Katy Huff, an assistant professor at the University of Illinois at Urbana-Champaign. In a statement, ANS argued that a “competent, effective, and fully staffed [NRC] is essential to the rapid deployment of new reactors and advanced technologies.”
Banks increased fossil fuel financing by more than one-fifth in 2024, marking the first time that fossil fuel financing has failed to decline since 2021, a new report by the Rainforest Action Network and other environmental groups found. Among the world’s top 65 largest banks, coal, oil, and gas assets rose by $162 billion, to $869 billion, with JPMorgan Chase seeing the biggest increase of more than a third to $53.5 billion, followed by Citigroup, Bank of America, and Barclays. In a statement to the Financial Times, JPMorgan said it believed its own data “reflects our activities more comprehensively,” and said it provided $1.29 in clean-energy financing for every dollar financing fossil fuels. However, as the report argues, “Banks are abandoning their previously announced emissions reduction targets in favor of temperature trajectories that allow for more fossil fuel finance. Though they may also increase financing of renewable energy, banks’ continued fossil fuel finance entrenches climate chaos and undercuts clean energy development.” Read the full findings here.
Drivers in Europe are becoming more unwilling to consider switching to an electric vehicle, outpacing even the growing reluctance seen in the United States, according to a new survey published by Shell on Tuesday. In Europe, 41% of respondents said they’d consider switching to an EV, down from 48% last year, while in the U.S., the number fell only 3 percentage points, to 31%. “Europe surprised us,” David Bunch, Shell’s chief for mobility and convenience, said, per Reuters. “The single biggest barrier to entry is the cost of the vehicle.”
While Shell — the world’s second-biggest fossil fuel company by revenue and profit — might seem an unlikely source for an electric vehicle survey, the company also has the most extensive EV charging network in the UK. Its findings weren’t all negative, either: in China, interest in buying an electric vehicle was as high as 89%. Additionally, Shell found that nine in 10 EV drivers would consider purchasing an electric vehicle again, and 60% said they worry less about running out of charge than they did a year ago, Bloomberg reports. Separately, International Energy Agency data shows that electric vehicle adoption continues at a healthy pace worldwide, exceeding 17 million sales globally in 2024, or a share of more than 20%.
Global electric car sales, 2014-2024
IEA
The United Kingdom on Tuesday announced its commitment of £7.9 billion, or more than $10 billion, to the nation’s most extensive flood defense infrastructure program in its history. The program will not only include traditional construction, such as flood barriers, but also nature-based solutions like reforestation and wetland restoration, according to Business Green. In its announcement, the government said that for every £1 invested, it expected to prevent £8 in economic damage. “Protecting citizens is the first duty of any government,” Environment Secretary Steve Reed said in a statement, adding, “As our changing climate continues to bring more extreme weather to the nation, it's never been more vital to invest in new flood defences and repair our existing assets.” Separately, the U.K. Treasury also announced Tuesday a plan to spend £1 billion, or about $1.3 billion, on “funding to repair bridges, tunnels, and flyovers that are facing increased impacts from extreme weather and heavier vehicles,” Business Green adds.
Republicans in Los Angeles who don’t have air conditioning are “more likely to consider climate change a human-caused threat and more likely to support individual and government action to address climate change” than Republicans who have central air, a recent study published by the American Meteorological Society found. There was no similar divide among Democrats.
Wind and solar are out. Clean, firm power is in.
The Senate Finance committee published its highly anticipated tax proposal for Trump’s One Big, Beautiful Bill on Monday night, including a new plan to revise the nation’s clean energy tax credits.
Senate Republicans widened the aperture slightly compared to the House version of the bill, extending tax credits for geothermal energy, batteries, and hydropower, and preserving “transferability” — a crucial rule that allows companies to sell their tax credits for cash — for years to come.
But the text would still slash many of the signature programs of the Inflation Reduction Act. It would be particularly damaging for Republicans’ goals of creating a domestic mining industry, because it kills incentives for refining critical minerals while yanking away subsidies for the electric cars and wind turbines that might use those minerals.
Consumer tax credits for energy efficiency upgrades, including heat pumps, would still be terminated, as would credits for homeowners to lease or purchase rooftop solar. The Senate bill also cuts a tax deduction for energy efficiency upgrades in commercial buildings one year after the bill’s passage, which was not in the House version.
There was no mercy for the IRA’s tax credit to produce clean hydrogen, despite a last-minute appeal from more than 250 organizations in early June. That policy would still be terminated this year.
Here’s a rundown of the rest of the major changes.
Like the House bill, the Senate’s proposal would terminate tax credits for new, used, and leased electric vehicles. But while the House had extended the program by one year for automakers that had yet to sell 200,000 eligible vehicles, the Senate version would simply end the program in 180 days — or roughly six months — after the bill’s passage.
Depending on when the bill is passed, the Senate version could work out better for some experienced EV automakers, such as Tesla and General Motors. These automakers are set to lose their eligibility for tax credits on December 31 under the House text. But the Senate bill’s 180-day period could allow them to eke out another month or so of eligibility — especially if congressional negotiations over the One Big, Beautiful Bill Act go late into the summer.
Newer EV automakers, such as Rivian or Lucid, come out worse under the Senate text as compared to the House bill since they haven’t sold as many vehicles.
Homeowners interested in electric vehicle chargers would get a longer runway than the House had proposed — but a much shorter one than is on the books right now. Under current law, homeowners can claim the charger tax credit through 2032. The Senate version would terminate the 30% tax credit for installing a home charger one year after the bill is enacted.
The Inflation Reduction Act achieved massive greenhouse gas reductions by including a set of new “technology-neutral” tax credits that subsidized any new power plant as long as it didn’t emit carbon dioxide. Under current law, these new tax credits will remain effective and on the books for decades to come — expiring only when emissions from the country’s power sector fall about 95% below their all-time high.
The Republican reconciliation bills have dismantled these provisions. The House text proposed immediately winding down tax credits for all clean energy sources — except nuclear — and allowed just a 60-day “grace period” for new projects to start construction to claim the credits. Even then, new power plants would have to enter service by 2028 to qualify.
Senate Republicans have countered with a plan that is designed to maintain support for every electricity source that isn’t wind and solar. The GOP Senate caucus favors technologies that can provide power on demand around the clock — such as geothermal, nuclear, hydropower, and batteries — but technically the Senate text allows any zero-carbon, non-solar, non-wind source to qualify for the clean electricity tax credits for the next decade.
The Senate draft erases the provision in the Inflation Reduction Act that would have kept these tax credits in place until the entire United States power sector reduces its emissions. Instead, it adopts the IRA’s alternate phase-out period, with the tax credits beginning to wind down for projects that start construction in 2034.
Tax credits for wind and solar, however, would begin to phase down for projects that start construction next year, and terminate after 2027, with one big exception.
An odd addendum to the wind and solar phase-out would exempt projects that are at least 1 gigawatt, are at least partially on federal land, and have already received a “right-of-way grant or lease” from the Bureau of Land Management as of June 16. It’s unclear which, if any, projects would be helped by this provision. According to the BLM website, it has not granted a right-of-way to any projects that are 1 gigawatt or larger except for the Lava Ridge wind farm, which has been canceled. If the Senate changes the date, however, the Esmeralda 7 solar farm in Nevada may benefit, as the project is more than 6 gigawatts, and is in the final stages of its environmental review.
The Senate text would not do anything to change the eligibility timeline for existing nuclear plants to claim a tax credit, called 45U, designed to keep them solvent. It would keep the schedule written into the Inflation Reduction Act, which has the credit terminating at the end of 2031. It would, however, impose new foreign sourcing restrictions on nuclear fuel, forbidding existing power plants from claiming the tax credit if their fuel comes from Russia, China, Iran, or North Korea. (It makes an exception for power companies that signed a long-term contract to buy foreign fuel before 2023.) The United States formally banned the import of nuclear fuel from Russia last year.
The Inflation Reduction Act subsidized the production of certain clean energy equipment — including solar panels, wind turbines, inverters, and batteries — as well as some of their subcomponents. Under current law, those tax credits will begin to phase out by 25% increments in 2030, so companies can claim 75% of the credit in 2030, 50% in 2031, and zero in 2033.
The IRA also created a new permanent tax credit that covered 10% of the cost of refining or recycling critical minerals.
The new Senate text changes these phase-out deadlines, often for the worse. First, as in the House bill, wind turbines and their subcomponents would no longer qualify for the tax credit starting in 2028. Second, the tax credit for critical minerals would start phasing out in 2031. Under the new calendar, companies would be able to claim 75% of this credit in 2031, 50% in 2032, and zero in 2034.
In practice, this means that the Senate GOP text would end the IRA’s permanent tax credit for producing many critical minerals, which would damage the financial projects of many mineral processing and refining projects. Other types of equipment remain on the Inflation Reduction Act’s original phase-out schedule.
The new Senate text also slightly expands the type of battery components that qualify for the credit. And — in a potentially significant change for some companies — it forbids companies from stacking tax credits for their vertically integrated production process starting in 2027.
While the House did not touch the tax credit for carbon sequestration, the Senate has put forward a key change favored by many proponents of the technology. Under current law, project operators get the highest-value credit if they simply inject captured carbon underground for no other purpose than to keep it out of the atmosphere. Smaller amounts are available for projects that use captured CO2 to nudge more oil out of the ground, also known as “enhanced oil recovery,” or if they use the CO2 in products like cement.
Under the Senate proposal, all carbon sequestration projects, no matter the nature of the carbon storage, would qualify for the same amount.
The biggest clean energy killer in the House-passed bill was a strict sourcing rule for the tax credits that would disqualify projects that use any component, subcomponent or mineral from China. As Heatmap’s Matthew Zeitlin wrote last week, the rules appeared “unworkable” to many companies because they seemingly disqualified projects even if they used a relatively small amount of an otherwise irrelevant Chinese-sourced material — such as a spare bolt or a gram of steel.
Under the House bill, manufacturers would also not be allowed to license a Chinese company’s technology. This measure appeared to directly target Ford, which has proposed manufacturing electric vehicle batteries using technology licensed from the Chinese firm CATL, one of the world’s best producers of EV batteries.
The Senate proposal changes the House provision by adding a complicated new set of definitions about what might qualify as a federal entity of concern. It also introduces a new “safe harbor” formula describing the amount of Chinese-sourced material that can keep a project from receiving a tax credit. We’re still figuring out how these new rules work together, and we’ll update this article as we understand them better.
The House bill also would have severely curtailed a crucial component of the tax credit program called transferability, which allowed developers that couldn’t take full advantage of the subsidies to sell their credits for cash to other companies. The text stripped this option from the tax credits for clean manufacturing (45X), carbon sequestration (45Q), and clean fuels (45Z) beginning in 2028. Without transferability, most carbon sequestration projects will struggle to pencil out, my colleague Katie Brigham reported.
The Senate proposal would restore transferability for the duration of all remaining tax credits.
But it throws another wrench in plans to scale up nuclear, geothermal, and other large capital-intensive projects, because it restricts zero-carbon power plants’ ability to use modified accelerated cost recovery to fund their projects.
The Inflation Reduction Act created a technology-neutral tax credit for low-carbon transportation fuels, like sustainable aviation fuel and biodiesel (45Z). This was the only tax credit that the House GOP had proposed extending, giving projects four more years to qualify. The House bill also said that producers did not have to account for indirect land-use changes as a result of turning crops into fuel — a provision that would enable the corn ethanol industry to claim the credit.
The Senate proposal retains both of those provisions, but reduces the credit amount by 20% for fuels produced from feedstocks sourced from outside the United States. It also introduces a new rule that would prohibit companies from claiming their fuel has a “negative emissions” rate — which some environmental groups warn would subsidize established technologies and distort the market. Proponents of several forms of biomethane have tried to claim they are net-negative because they prevent methane emissions that would have otherwise happened — like when methane is captured from landfills or manure pools.
Confusingly, though, the text makes an exception, allowing negative emissions rates for fuels made from manure — which is the feedstock environmental groups are most concerned about.
This article was updated on June 17 to include the breakdown of 45Z.